UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM N-PX

 

 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED

MANAGEMENT INVESTMENT COMPANY

Investment Company Act file number: 811-22538

 

 

Advisers Investment Trust

(Exact name of registrant as specified in charter)

 

 

50 S. LaSalle Street

Chicago, Illinois 60603

(Address of principal executive offices) (Zip code)

 

 

The Northern Trust Company

50 S. LaSalle Street

Chicago, Illinois 60603

(Name and address of agent for service)

 

 

Registrant’s telephone number, including area code: (855) 351-4583

Date of fiscal year end: September 30

Date of reporting period: July 1, 2021 – June 30, 2022

 

 

Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (§§ 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.

A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. § 3507.

 

 

 


Item 1.

Proxy Voting Record.


Independent Franchise Partners US Equity Fund

 

Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Kofi A. Bruce   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Leonard S. Coleman   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Jeffrey T. Huber   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Talbott Roche   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Richard A. Simonson   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Luis A. Ubinas   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Heidi J. Ueberroth   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Elect Director Andrew Wilson   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Ratify KPMG LLP as Auditors   Mgmt   Against   Against
Electronic Arts Inc.   EA   285512109   08/12/2021    Provide Right to Act by Written Consent   Mgmt   For   For
Electronic Arts Inc.   EA   285512109   08/12/2021    Provide Right to Act by Written Consent   SH   Against   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Jeffrey S. Berg   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Michael J. Boskin   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Safra A. Catz   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Bruce R. Chizen   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director George H. Conrades   Mgmt   Withhold   Against
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Lawrence J. Ellison   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Rona A. Fairhead   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Jeffrey O. Henley   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Renee J. James   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Charles W. Moorman, IV   Mgmt   Withhold   Against
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Leon E. Panetta   Mgmt   Withhold   Against
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director William G. Parrett   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Naomi O. Seligman   Mgmt   Withhold   Against
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Vishal Sikka   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   Against   Against
Oracle Corporation   ORCL   68389X105   11/10/2021    Amend Omnibus Stock Plan   Mgmt   Against   Against
Oracle Corporation   ORCL   68389X105   11/10/2021    Ratify Ernst & Young LLP as Auditors   Mgmt   For   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Report on Racial Equity Audit   SH   For   Against


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Oracle Corporation   ORCL   68389X105   11/10/2021    Require Independent Board Chair   SH   Against   For
Oracle Corporation   ORCL   68389X105   11/10/2021    Report on Political Contributions   SH   Against   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director K. Rupert Murdoch   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Lachlan K. Murdoch   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Robert J. Thomson   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Kelly Ayotte   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Jose Maria Aznar   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Natalie Bancroft   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Peter L. Barnes   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Ana Paula Pessoa   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Elect Director Masroor Siddiqui   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Ratify Ernst & Young LLP as Auditors   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
News Corporation   NWSA   65249B109   11/17/2021    Adopt Simple Majority Vote   SH   Against   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Reid G. Hoffman   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Hugh F. Johnston   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Teri L. List   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Satya Nadella   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Sandra E. Peterson   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Penny S. Pritzker   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Carlos A. Rodriguez   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Charles W. Scharf   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director John W. Stanton   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director John W. Thompson   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Emma N. Walmsley   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Padmasree Warrior   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Approve Qualified Employee Stock Purchase Plan   Mgmt   For   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Ratify Deloitte & Touche LLP as Auditors   Mgmt   Against   Against
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Gender/Racial Pay Gap   SH   For   Against


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Effectiveness of Workplace Sexual Harassment Policies   SH   For   Against
Microsoft Corporation   MSFT   594918104   11/30/2021    Prohibit Sales of Facial Recognition Technology to All Government Entities   SH   Against   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Implementation of the Fair Chance Business Pledge   SH   Against   For
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Lobbying Activities Alignment with Company Policies   SH   For   Against
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Jaime Ardila   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Nancy McKinstry   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Beth E. Mooney   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Gilles C. Pelisson   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Paula A. Price   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Venkata (Murthy) Renduchintala   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Arun Sarin   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Julie Sweet   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Frank K. Tang   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Tracey T. Travis   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Amend Omnibus Stock Plan   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Renew the Board’s Authority to Issue Shares Under Irish Law   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Authorize Board to Opt-Out of Statutory Pre-Emption Rights   Mgmt   For   For
Accenture plc   ACN   G1151C101   01/26/2022    Determine Price Range for Reissuance of Treasury Shares   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Accept Financial Statements and Statutory Reports   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Approve Discharge of Board and Senior Management   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Approve Allocation of Income and Dividends of CHF 3.10 per Share   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Approve CHF 15.3 Million Reduction in Share Capital via Cancellation of Repurchased Shares   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Approve Remuneration of Directors in the Amount of CHF 8.6 Million   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Approve Maximum Remuneration of Executive Committee in the Amount of CHF 91 Million   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Approve Remuneration Report   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Joerg Reinhardt as Director and Board Chairman   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Nancy Andrews as Director   Mgmt   For   For


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Novartis AG       NOVN   H5820Q150   03/04/2022    Reelect Ton Buechner as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Patrice Bula as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Elizabeth Doherty as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Bridgette Heller as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Frans van Houten as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Simon Moroney as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Andreas von Planta as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect Charles Sawyers as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reelect William Winters as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Elect Ana de Pro Gonzalo as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Elect Daniel Hochstrasser as Director   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reappoint Patrice Bula as Member of the Compensation Committee   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reappoint Bridgette Heller as Member of the Compensation Committee   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reappoint Simon Moroney as Member of the Compensation Committee   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Reappoint William Winters as Member of the Compensation Committee   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Ratify KPMG AG as Auditors   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Designate Peter Zahn as Independent Proxy   Mgmt   For   For
Novartis AG   NOVN   H5820Q150   03/04/2022    Transact Other Business (Voting)   Mgmt   Against   Against
Alcon Inc.   ALC   H01301128   04/27/2022    Accept Financial Statements and Statutory Reports   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Approve Discharge of Board and Senior Management   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Approve Allocation of Income and Dividends of CHF 0.20 per Share   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Approve Remuneration Report (Non-Binding)   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Approve Remuneration of Directors in the Amount of CHF 3.6 Million   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Approve Remuneration of Executive Committee in the Amount of CHF 38.4 Million   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Michael Ball as Director and Board Chair   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Lynn Bleil as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Arthur Cummings as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect David Endicott as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Thomas Glanzmann as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Keith Grossman as Director   Mgmt   For   For


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Alcon Inc.       ALC   H01301128   04/27/2022    Reelect Scott Maw as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Karen May as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Ines Poeschel as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reelect Dieter Spaelti as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Elect Raquel Bono as Director   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reappoint Thomas Glanzmann as Member of the Compensation Committee   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reappoint Karen May as Member of the Compensation Committee   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Reappoint Ines Poeschel as Member of the Compensation Committee   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Appoint Scott Maw as Member of the Compensation Committee   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Designate Hartmann Dreyer Attorneys-at-Law as Independent Proxy   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Ratify PricewaterhouseCoopers SA as Auditors   Mgmt   For   For
Alcon Inc.   ALC   H01301128   04/27/2022    Transact Other Business (Voting)   Mgmt   Against   Against
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Erik Olsson   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Ann Fandozzi   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Robert George Elton   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Sarah Raiss   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Christopher Zimmerman   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Adam DeWitt   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Lisa Hook   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Mahesh Shah   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Elect Director Carol M. Stephenson   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Amend Shareholder Rights Plan   Mgmt   Against   Against
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Approve Increase in Size of Board from Ten to Twelve   Mgmt   For   For
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   04/27/2022    Advisory Vote on Say on Pay Frequency   Mgmt   One Year   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Accept Financial Statements and Statutory Reports   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Approve Remuneration Policy   Mgmt   Against   Against
British American Tobacco plc   BATS   G1510J102   04/28/2022    Approve Remuneration Report   Mgmt   Against   Against
British American Tobacco plc   BATS   G1510J102   04/28/2022    Reappoint KPMG LLP as Auditors   Mgmt   For   For


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

British American Tobacco plc   BATS   G1510J102       04/28/2022    Authorise the Audit Committee to Fix Remuneration of Auditors   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Luc Jobin as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Jack Bowles as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Tadeu Marroco as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Sue Farr as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Karen Guerra as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Holly Keller Koeppel as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Savio Kwan as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Dimitri Panayotopoulos as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Re-elect Darrell Thomas as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Elect Kandy Anand as Director   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Authorise UK Political Donations and Expenditure   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Authorise Issue of Equity   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Authorise Issue of Equity without Pre-emptive Rights   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Authorise Market Purchase of Ordinary Shares   Mgmt   For   For
British American Tobacco plc   BATS   G1510J102   04/28/2022    Authorise the Company to Call General Meeting with Two Weeks’ Notice   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Darius Adamczyk   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Mary C. Beckerle   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director D. Scott Davis   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Ian E. L. Davis   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Jennifer A. Doudna   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Joaquin Duato   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Alex Gorsky   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Marillyn A. Hewson   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Hubert Joly   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Mark B. McClellan   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Anne M. Mulcahy   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director A. Eugene Washington   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Mark A. Weinberger   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Nadja Y. West   Mgmt   For   For


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Johnson & Johnson       JNJ   478160104   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Approve Omnibus Stock Plan   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Mgmt   For   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution*   SH     For
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on a Civil Rights, Equity, Diversity and Inclusion Audit   SH   Against   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Oversee and Report a Racial Equity Audit   SH   For   Against
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics   SH   For   Against
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on Public Health Costs of Limited Sharing of Vaccine Technology   SH   Against   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Discontinue Global Sales of Baby Powder Containing Talc   SH   Against   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on Charitable Contributions   SH   Against   For
Johnson & Johnson   JNJ   478160104   04/28/2022    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   SH   For   Against
Johnson & Johnson   JNJ   478160104   04/28/2022    Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   SH   For   Against
Johnson & Johnson   JNJ   478160104   04/28/2022    Consider Pay Disparity Between Executives and Other Employees   SH   Against   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Lamberto Andreotti   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Klaus A. Engel   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director David C. Everitt   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Janet P. Giesselman   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Karen H. Grimes   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Michael O. Johanns   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Rebecca B. Liebert   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Marcos M. Lutz   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Charles V. Magro   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Nayaki R. Nayyar   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Gregory R. Page   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Kerry J. Preete   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Patrick J. Ward   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Corteva, Inc.   CTVA   22052L104   04/29/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Peter J. Arduini   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Giovanni Caforio   Mgmt   For   For


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Bristol-Myers Squibb Company   BMY       110122108   05/03/2022    Elect Director Julia A. Haller   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Manuel Hidalgo Medina   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Paula A. Price   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Derica W. Rice   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Theodore R. Samuels   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Gerald L. Storch   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Karen H. Vousden   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Phyllis R. Yale   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Ratify Deloitte & Touche LLP as Auditors   Mgmt   For   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   SH   Against   For
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Require Independent Board Chair   SH   For   Against
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Brant Bonin Bough   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Andre Calantzopoulos   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Michel Combes   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Juan Jose Daboub   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Werner Geissler   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Lisa A. Hook   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Jun Makihara   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Kalpana Morparia   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Lucio A. Noto   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Jacek Olczak   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Frederik Paulsen   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Robert B. Polet   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Dessislava Temperley   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Elect Director Shlomo Yanai   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   Against   Against
Philip Morris International Inc   PM   718172109   05/04/2022    Approve Omnibus Stock Plan   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Ratify PricewaterhouseCoopers SA as Auditors   Mgmt   For   For
Philip Morris International Inc   PM   718172109   05/04/2022    Phase Out Production of Health-Hazardous and Addictive Products   SH   Against   For


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For/Against Mgmt

S&P Global Inc.   SPGI       78409V104   05/04/2022    Elect Director Marco Alvera   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Jacques Esculier   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Gay Huey Evans   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director William D. Green   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Stephanie C. Hill   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Rebecca Jacoby   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Robert P. Kelly   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Ian Paul Livingston   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Deborah D. McWhinney   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Maria R. Morris   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Douglas L. Peterson   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Edward B. Rust, Jr.   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Richard E. Thornburgh   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Elect Director Gregory Washington   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
S&P Global Inc.   SPGI   78409V104   05/04/2022    Ratify Ernst & Young LLP as Auditors   Mgmt   Against   Against
TransUnion   TRU   89400J107   05/11/2022    Elect Director George M. Awad   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director William P. (Billy) Bosworth   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Christopher A. Cartwright   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Suzanne P. Clark   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Russell P. Fradin   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Charles E. Gottdiener   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Pamela A. Joseph   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Thomas L. Monahan, III   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Elect Director Andrew Prozes   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
TransUnion   TRU   89400J107   05/11/2022    Advisory Vote on Say on Pay Frequency   Mgmt   One Year   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Sharon Y. Bowen   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Shantella E. Cooper   Mgmt   For   For


Issuer Name

 

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Intercontinental Exchange, Inc.   ICE       45866F104   05/13/2022    Elect Director Duriya M. Farooqui   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director The Right Hon. the Lord Hague of Richmond   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Mark F. Mulhern   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Thomas E. Noonan   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Caroline L. Silver   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Jeffrey C. Sprecher   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Judith A. Sprieser   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Martha A. Tirinnanzi   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Approve Omnibus Stock Plan   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Approve Non-Employee Director Stock Option Plan   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20%   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Ratify Ernst & Young LLP as Auditors   Mgmt   For   For
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10%   SH   Against   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Martin I. Cole   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Richard A. Goodman   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Betsy D. Holden   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Jeffrey A. Joerres   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Devin B. McGranahan   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Michael A. Miles, Jr.   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Timothy P. Murphy   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Joyce A. Phillips   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Jan Siegmund   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Angela A. Sun   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Elect Director Solomon D. Trujillo   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Ratify Ernst & Young LLP as Auditors   Mgmt   For   For
The Western Union Company   WU   959802109   05/19/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   SH   Against   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Vincent K. McMahon   Mgmt   For   For


Issuer Name

 

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World Wrestling     Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Nick Khan   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Stephanie McMahon Levesque   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Paul “Triple H” Levesque   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Steve Koonin   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Ignace Lahoud   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Erika Nardini   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Steve Pamon   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Connor Schell   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Man Jit Singh   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Jeffrey R. Speed   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Alan M. Wexler   Mgmt   For   For
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Ratify Deloitte & Touche LLP as Auditors   Mgmt   Against   Against
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Terminix Global Holdings, Inc.   TMX   88087E100   05/23/2022    Elect Director Laurie Ann Goldman   Mgmt   Abstain   Against
Terminix Global Holdings, Inc.   TMX   88087E100   05/23/2022    Elect Director Steven B. Hochhauser   Mgmt   Abstain   Against
Terminix Global Holdings, Inc.   TMX   88087E100   05/23/2022    Elect Director Chris S. Terrill   Mgmt   Abstain   Against
Terminix Global Holdings, Inc.   TMX   88087E100   05/23/2022    Elect Director Teresa M. Sebastian   Mgmt   Abstain   Against
Terminix Global Holdings, Inc.   TMX   88087E100   05/23/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Terminix Global Holdings, Inc.   TMX   88087E100   05/23/2022    Ratify Deloitte & Touche LLP as Auditors   Mgmt   Against   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Larry Page   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Sergey Brin   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Sundar Pichai   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director John L. Hennessy   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Frances H. Arnold   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director L. John Doerr   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Roger W. Ferguson, Jr.   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Ann Mather   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director K. Ram Shriram   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Robin L. Washington   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Ratify Ernst & Young LLP as Auditors   Mgmt   For   For


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Alphabet Inc.       GOOGL   02079K305   06/01/2022    Amend Omnibus Stock Plan   Mgmt   Against   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Increase Authorized Common Stock   Mgmt   For   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Lobbying Payments and Policy   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Climate Lobbying   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Physical Risks of Climate Change   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Metrics and Efforts to Reduce Water Related Risk   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Oversee and Report a Third-Party Racial Equity Audit   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Risks Associated with Use of Concealment Clauses   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Approve Recapitalization Plan for all Stock to Have One-vote per Share   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Government Takedown Requests   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Risks of Doing Business in Countries with Significant Human Rights Concerns   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Managing Risks Related to Data Collection, Privacy and Security   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Disclose More Quantitative and Qualitative Information on Algorithmic Systems   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Commission Third Party Assessment of Company’s Management of Misinformation and Disinformation Across Platforms   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on External Costs of Misinformation and Impact on Diversified Shareholders   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Steps to Improve Racial and Gender Board Diversity   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Establish an Environmental Sustainability Board Committee   SH   For   Against
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   SH   Against   For
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Policies Regarding Military and Militarized Policing Agencies   SH   Against   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Adriane M. Brown   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Logan D. Green   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director E. Carol Hayles   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Jamie Iannone   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Kathleen C. Mitic   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Paul S. Pressler   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Mohak Shroff   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Robert H. Swan   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Elect Director Perry M. Traquina   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Mgmt   Against   Against
eBay, Inc.   EBAY   278642103   06/08/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For


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eBay, Inc.       EBAY   278642103   06/08/2022    Amend Qualified Employee Stock Purchase Plan   Mgmt   For   For
eBay, Inc.   EBAY   278642103   06/08/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   SH   Against   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Timothy Armstrong   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Glenn D. Fogel   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Mirian M. Graddick-Weir   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Wei Hopeman   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Robert J. Mylod, Jr.   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Charles H. Noski   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Nicholas J. Read   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Thomas E. Rothman   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Sumit Singh   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Lynn Vojvodich Radakovich   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Elect Director Vanessa A. Wittman   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Ratify Deloitte & Touche LLP as Auditors   Mgmt   Against   Against
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   SH   Against   For
Booking Holdings Inc.   BKNG   09857L108   06/09/2022    Report on Climate Change Performance Metrics Into Executive Compensation Program   SH   Against   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Marc Benioff   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Bret Taylor   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Laura Alber   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Craig Conway   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Parker Harris   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Alan Hassenfeld   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Neelie Kroes   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Oscar Munoz   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Sanford Robertson   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director John V. Roos   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Robin Washington   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Maynard Webb   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Elect Director Susan Wojcicki   Mgmt   For   For


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Salesforce, Inc.       CRM   79466L302   06/09/2022    Amend Omnibus Stock Plan   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Amend Qualified Employee Stock Purchase Plan   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Ratify Ernst & Young LLP as Auditors   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
Salesforce, Inc.   CRM   79466L302   06/09/2022    Require Independent Board Chair   SH   For   Against
Salesforce, Inc.   CRM   79466L302   06/09/2022    Oversee and Report a Racial Equity Audit   SH   Against   For
Zillow Group, Inc.   Z   98954M200   06/14/2022    Elect Director Richard N. Barton   Mgmt   For   For
Zillow Group, Inc.   Z   98954M200   06/14/2022    Elect Director Lloyd D. Frink   Mgmt   For   For
Zillow Group, Inc.   Z   98954M200   06/14/2022    Elect Director April Underwood   Mgmt   For   For
Zillow Group, Inc.   Z   98954M200   06/14/2022    Ratify Deloitte & Touche LLP as Auditors   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Elect Director Brian Bales   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Elect Director Bill Breslin   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Elect Director Gail Evans   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Elect Director Sue Gove   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Elect Director Olaf Kastner   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Elect Director John P. Larson   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For
IAA, Inc.   IAA   449253103   06/15/2022    Ratify KPMG LLP as Auditors   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Lester B. Knight   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Gregory C. Case   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Jin-Yong Cai   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Jeffrey C. Campbell   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Fulvio Conti   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Cheryl A. Francis   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director J. Michael Losh   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Richard C. Notebaert   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Gloria Santona   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Byron O. Spruell   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Elect Director Carolyn Y. Woo   Mgmt   For   For
Aon plc   AON   G0403H108   06/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Mgmt   For   For


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

For/Against Mgmt

Aon plc       AON   G0403H108   06/17/2022    Ratify Ernst & Young LLP as Auditors   Mgmt   Against   Against
Aon plc   AON   G0403H108   06/17/2022    Ratify Ernst & Young Chartered Accountants as Statutory Auditor   Mgmt   Against   Against
Aon plc   AON   G0403H108   06/17/2022    Authorize Board to Fix Remuneration of Auditors   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Approve Allocation of Income, with a Final Dividend of JPY 1410   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Amend Articles to Disclose Shareholder Meeting Materials on Internet   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director Furukawa, Shuntaro   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director Miyamoto, Shigeru   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director Takahashi, Shinya   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director Shiota, Ko   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director Shibata, Satoru   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director Chris Meledandri   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director and Audit Committee Member Yoshimura, Takuya   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director and Audit Committee Member Umeyama, Katsuhiro   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director and Audit Committee Member Yamazaki, Masao   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Elect Director and Audit Committee Member Shinkawa, Asa   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Approve Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members   Mgmt   For   For
Nintendo Co., Ltd.   7974   J51699106   06/29/2022    Approve Restricted Stock Plan   Mgmt   For   For


JOHCM Emerging Markets Opportunities Fund

 

Issuer Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Voted   Vote Against Management
Prosus NV   PRX   N7163R103   2021/07/09    Approve Proposed Transaction   Management   Against   Yes   Yes
Prosus NV   PRX   N7163R103   2021/07/09    Close Meeting   Management     Yes   No


JOHCM Emerging Markets Small Mid Cap Equity Fund

 

Issuer Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Voted   Vote Against Management
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Approve Financial Statements   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Approve Plan on Profit Distribution   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Approve Amendments to Rules and Procedures Regarding Shareholder’s General Meeting   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect YEH, I-Hau, with Shareholder No. 5, as Non-independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect YEN, Kuo-Lung, with Shareholder No. 259, as Non-independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect a Representative of Yue Lung Investment Co. Ltd. with Shareholder No. 17356, as Non-independent Director   Management   Against   Yes   Yes
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect CHIU, Te-Chen, with ID No. H120145XXX, as Non-independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect WEA, Chi-Lin, a Representative of Zonglong Investment Co. Ltd. with Shareholder No. 43970, as Non-independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect LIN, Hsien-Ming with ID No. D101317XXX as Independent Director   Management   Against   Yes   Yes
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect TANG, Chuan-Yi with ID No. A110319XXX as Independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect SHAW, Ming-Fu with ID No. P121657XXX as Independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Elect LU, Fang-Cheng with Shareholder No. 354418 as Independent Director   Management   For   Yes   No
ELAN Microelectronics Corp.   2458   Y2268H108   2021/07/02    Approve Release of Restrictions of Competitive Activities of Directors   Management   For   Yes   No
Shriram Transport Finance Company Limited   511218   Y7758E119   2021/07/07    Approve Issuance of Equity Shares to Shriram Capital Limited on Preferential Basis   Management   For   Yes   No
Shriram Transport Finance Company Limited   511218   Y7758E119   2021/07/07    Approve Issuance of Warrants Convertible into Equity Shares to Shriram Capital Limited on Preferential Basis   Management   For   Yes   No
Taiwan Paiho Co., Ltd.   9938   Y8431R105   2021/07/08    Approve Financial Statements   Management   For   Yes   No
Taiwan Paiho Co., Ltd.   9938   Y8431R105   2021/07/08    Approve Profit Distribution   Management   For   Yes   No
Taiwan Paiho Co., Ltd.   9938   Y8431R105   2021/07/08    Amend Rules and Procedures Regarding Shareholders’ General Meeting   Management   For   Yes   No
Taiwan Paiho Co., Ltd.   9938   Y8431R105   2021/07/08    Approve Amendment to Rules and Procedures for Election of Directors   Management   For   Yes   No
Taiwan Paiho Co., Ltd.   9938   Y8431R105   2021/07/08    Approve Release of Restrictions of Competitive Activities of Directors   Management   For   Yes   No
Sany Heavy Equipment International Holdings Company Limited   631   G78163105   2021/07/13    Approve 2021 Supplemental Automated Machinery and Other Products Sales Agreement, Annual Caps and Related Transactions   Management   For   Yes   No
Sany Heavy Equipment International Holdings Company Limited   631   G78163105   2021/07/13    Approve 2021 Supplemental Products Sales Agreement, Annual Caps and Related Transactions   Management   For   Yes   No
Sany Heavy Equipment International Holdings Company Limited   631   G78163105   2021/07/13    Approve Equipment Sales and Leasing Framework Agreement, Annual Caps and Related Transactions   Management   For   Yes   No


JOHCM Global Income Builder Fund

 

Company Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Voted   Vote Against Management
Coca-Cola FEMSA SAB de CV   KOFUBL   P2861Y177   2021/07/12    Amend Article 2 Re: Corporate Purpose   Management   For   Yes   No
Coca-Cola FEMSA SAB de CV   KOFUBL   P2861Y177   2021/07/12    Amend Article 29 Re: Board Meetings   Management   For   Yes   No
Coca-Cola FEMSA SAB de CV   KOFUBL   P2861Y177   2021/07/12    Authorize Board to Ratify and Execute Approved Resolutions   Management   For   Yes   No
Coca-Cola FEMSA SAB de CV   KOFUBL   P2861Y177   2021/07/12    Approve Minutes of Meeting   Management   For   Yes   No
Mapletree Industrial Trust   ME8U   Y5759S103   2021/07/14    Adopt Report of the Trustee, Statement by the Manager, Audited Financial Statements, and Auditor’s Report   Management   For   Yes   No
Mapletree Industrial Trust   ME8U   Y5759S103   2021/07/14    Approve PricewaterhouseCoopers LLP as Auditors and Authorize Manager to Fix Their Remuneration   Management   For   Yes   No
Mapletree Industrial Trust   ME8U   Y5759S103   2021/07/14    Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights   Management   For   Yes   No


JOHCM Global Select Fund (formerly known as JOHCM Global Equity Fund)

 

Company Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Voted   Vote Against Management
Prosus NV   PRX   N7163R103   2021/07/09    Approve Proposed Transaction   Management   Against   Yes   Yes
Prosus NV   PRX   N7163R103   2021/07/09    Close Meeting   Management     Yes   No


JOHCM International Opportunities Fund

 

Company Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Voted   Vote Against Management
HomeServe Plc   HSV   G4639X119   2021/07/16    Accept Financial Statements and Statutory Reports   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Approve Remuneration Report   Management   Abstain   Yes   Yes
HomeServe Plc   HSV   G4639X119   2021/07/16    Approve Final Dividend   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Elect Tommy Breen as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Elect Ross Clemmow as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Elect Roisin Donnelly as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Richard Harpin as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect David Bower as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Tom Rusin as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Katrina Cliffe as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Stella David as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Edward Fitzmaurice as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Olivier Gremillon as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Re-elect Ron McMillan as Director   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Reappoint Deloitte LLP as Auditors   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Authorise Board to Fix Remuneration of Auditors   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Authorise Issue of Equity   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Authorise Issue of Equity without Pre-emptive Rights   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Authorise Market Purchase of Ordinary Shares   Management   For   Yes   No
HomeServe Plc   HSV   G4639X119   2021/07/16    Authorise the Company to Call General Meeting with Two Weeks’ Notice   Management   For   Yes   No


JOHCM International Select Fund

 

Company Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Voted   Vote Against Management
Prosus NV   PRX   N7163R103   2021/07/09    Approve Proposed Transaction   Management   Against   Yes   Yes
Prosus NV   PRX   N7163R103   2021/07/09    Close Meeting   Management     Yes   No


NTAM Treasury Assets Fund

There was no proxy voting activity for the Fund during the reporting period.


State Farm Balanced Fund

 

Issuer Name

 

Ticker

 

CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

NortonLifeLock Inc.   NLOK   668771108   11/04/2021    Issue Shares in Connection with Merger   Management   For   No
NortonLifeLock Inc.   NLOK   668771108   11/04/2021    Adjourn Meeting   Management   For   No

Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Peter Bisson   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Richard T. Clark   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Linnie M. Haynesworth   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director John P. Jones   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Francine S. Katsoudas   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Nazzic S. Keene   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Thomas J. Lynch   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Scott F. Powers   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director William J. Ready   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Carlos A. Rodriguez   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Elect Director Sandra S. Wijnberg   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Automatic Data Processing, Inc.   ADP   053015103   11/10/2021    Report on Workforce Engagement in Governance   Shareholder   Against   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Jeffrey S. Berg   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Michael J. Boskin   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Safra A. Catz   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Bruce R. Chizen   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director George H. Conrades   Management   Withhold   Yes
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Lawrence J. Ellison   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Rona A. Fairhead   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Jeffrey O. Henley   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Renee J. James   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Charles W. Moorman, IV   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Leon E. Panetta   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director William G. Parrett   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Naomi O. Seligman   Management   Withhold   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Oracle Corporation   ORCL   68389X105   11/10/2021    Elect Director Vishal Sikka   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Oracle Corporation   ORCL   68389X105   11/10/2021    Amend Omnibus Stock Plan   Management   Against   Yes
Oracle Corporation   ORCL   68389X105   11/10/2021    Ratify Ernst & Young LLP as Auditors   Management   For   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Report on Racial Equity Audit   Shareholder   For   Yes
Oracle Corporation   ORCL   68389X105   11/10/2021    Require Independent Board Chair   Shareholder   Against   No
Oracle Corporation   ORCL   68389X105   11/10/2021    Report on Political Contributions   Shareholder   For   Yes
Royal Gold, Inc.   RGLD   780287108   11/17/2021    Elect Director William Heissenbuttel   Management   For   No
Royal Gold, Inc.   RGLD   780287108   11/17/2021    Elect Director Jamie Sokalsky   Management   For   No
Royal Gold, Inc.   RGLD   780287108   11/17/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Royal Gold, Inc.   RGLD   780287108   11/17/2021    Ratify Ernst & Young LLP as Auditors   Management   For   No
Donaldson Company, Inc.   DCI   257651109   11/19/2021    Elect Director Christopher M. Hilger   Management   For   No
Donaldson Company, Inc.   DCI   257651109   11/19/2021    Elect Director James J. Owens   Management   For   No
Donaldson Company, Inc.   DCI   257651109   11/19/2021    Elect Director Trudy A. Rautio   Management   For   No
Donaldson Company, Inc.   DCI   257651109   11/19/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Donaldson Company, Inc.   DCI   257651109   11/19/2021    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Reid G. Hoffman   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Hugh F. Johnston   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Teri L. List   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Satya Nadella   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Sandra E. Peterson   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Penny S. Pritzker   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Carlos A. Rodriguez   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Charles W. Scharf   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director John W. Stanton   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director John W. Thompson   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Emma N. Walmsley   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Elect Director Padmasree Warrior   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Approve Qualified Employee Stock Purchase Plan   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Microsoft Corporation   MSFT   594918104   11/30/2021    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Gender/Racial Pay Gap   Shareholder   Against   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Effectiveness of Workplace Sexual Harassment Policies   Shareholder   For   Yes
Microsoft Corporation   MSFT   594918104   11/30/2021    Prohibit Sales of Facial Recognition Technology to All Government Entities   Shareholder   Against   No
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Implementation of the Fair Chance Business Pledge   Shareholder   For   Yes
Microsoft Corporation   MSFT   594918104   11/30/2021    Report on Lobbying Activities Alignment with Company Policies   Shareholder   For   Yes
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Willis J. Johnson   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director A. Jayson Adair   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Matt Blunt   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Steven D. Cohan   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Daniel J. Englander   Management   Against   Yes
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director James E. Meeks   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Thomas N. Tryforos   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Diane M. Morefield   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Stephen Fisher   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Cherylyn Harley LeBon   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Elect Director Carl D. Sparks   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Copart, Inc.   CPRT   217204106   12/03/2021    Ratify Ernst & Young LLP as Auditors   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Richard H. Anderson   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Craig Arnold   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Scott C. Donnelly   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Andrea J. Goldsmith   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Randall J. Hogan, III   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Kevin E. Lofton   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Geoffrey S. Martha   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Elizabeth G. Nabel   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Denise M. O’Leary   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Elect Director Kendall J. Powell   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Medtronic plc   MDT   G5960L103   12/09/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Advisory Vote on Say on Pay Frequency   Management   One Year   No
Medtronic plc   MDT   G5960L103   12/09/2021    Approve Omnibus Stock Plan   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Renew the Board’s Authority to Issue Shares Under Irish Law   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law   Management   For   No
Medtronic plc   MDT   G5960L103   12/09/2021    Authorize Overseas Market Purchases of Ordinary Shares   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director M. Michele Burns   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Wesley G. Bush   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Michael D. Capellas   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Mark Garrett   Management   Against   Yes
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director John D. Harris, II   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Kristina M. Johnson   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Roderick C. McGeary   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Charles H. Robbins   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Brenton L. Saunders   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Lisa T. Su   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Elect Director Marianna Tessel   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Cisco Systems, Inc.   CSCO   17275R102   12/13/2021    Amend Proxy Access Right   Shareholder   Against   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director Douglas H. Brooks   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director Linda A. Goodspeed   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director Earl G. Graves, Jr.   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director Enderson Guimaraes   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director D. Bryan Jordan   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director Gale V. King   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director George R. Mrkonic, Jr.   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director William C. Rhodes, III   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Elect Director Jill A. Soltau   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Ratify Ernst & Young LLP as Auditors   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

AutoZone, Inc.   AZO   053332102   12/15/2021    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AutoZone, Inc.   AZO   053332102   12/15/2021    Report on Annual Climate Transition   Shareholder   For   Yes
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Susan L. Decker   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Kenneth D. Denman   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Richard A. Galanti   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Hamilton E. James   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director W. Craig Jelinek   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Sally Jewell   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Charles T. Munger   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Jeffrey S. Raikes   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director John W. Stanton   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Elect Director Mary Agnes (Maggie) Wilderotter   Management   Against   Yes
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Ratify KPMG LLP as Auditors   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Report on Charitable Contributions   Shareholder   Against   No
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Report on GHG Emissions Reduction Targets   Shareholder   For   Yes
Costco Wholesale Corporation   COST   22160K105   01/20/2022    Report on Racial Justice and Food Equity   Shareholder   For   Yes
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Eve Burton   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Scott D. Cook   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Richard L. Dalzell   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Sasan K. Goodarzi   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Deborah Liu   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Tekedra Mawakana   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Suzanne Nora Johnson   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Dennis D. Powell   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Brad D. Smith   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Thomas Szkutak   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Raul Vazquez   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Elect Director Jeff Weiner   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Intuit Inc.   INTU   461202103   01/20/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Intuit Inc.   INTU   461202103   01/20/2022    Amend Omnibus Stock Plan   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Lloyd A. Carney   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Mary B. Cranston   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Francisco Javier Fernandez-Carbajal   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Alfred F. Kelly, Jr.   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Ramon Laguarta   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director John F. Lundgren   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Robert W. Matschullat   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Denise M. Morrison   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Linda J. Rendle   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Elect Director Maynard G. Webb, Jr.   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Visa Inc.   V   92826C839   01/25/2022    Ratify KPMG LLP as Auditors   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Jaime Ardila   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Nancy McKinstry   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Beth E. Mooney   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Gilles C. Pelisson   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Paula A. Price   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Venkata (Murthy) Renduchintala   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Arun Sarin   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Julie Sweet   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Frank K. Tang   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Elect Director Tracey T. Travis   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Amend Omnibus Stock Plan   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Renew the Board’s Authority to Issue Shares Under Irish Law   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Authorize Board to Opt-Out of Statutory Pre-Emption Rights   Management   For   No
Accenture plc   ACN   G1151C101   01/26/2022    Determine Price Range for Reissuance of Treasury Shares   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Emerson Electric Co.   EMR   291011104   02/01/2022    Elect Director Joshua B. Bolten   Management   For   No
Emerson Electric Co.   EMR   291011104   02/01/2022    Elect Director William H. Easter, III   Management   For   No
Emerson Electric Co.   EMR   291011104   02/01/2022    Elect Director Surendralal (Lal) L. Karsanbhai   Management   For   No
Emerson Electric Co.   EMR   291011104   02/01/2022    Elect Director Lori M. Lee   Management   For   No
Emerson Electric Co.   EMR   291011104   02/01/2022    Ratify KPMG LLP as Auditors   Management   For   No
Emerson Electric Co.   EMR   291011104   02/01/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director Charles I. Cogut   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director Lisa A. Davis   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director Seifollah (Seifi) Ghasemi   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director David H. Y. Ho   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director Edward L. Monser   Management   Against   Yes
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director Matthew H. Paull   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Elect Director Wayne T. Smith   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Air Products and Chemicals, Inc.   APD   009158106   02/03/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Leanne G. Caret   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Tamra A. Erwin   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Alan C. Heuberger   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Charles O. Holliday, Jr.   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Michael O. Johanns   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Clayton M. Jones   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director John C. May   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Gregory R. Page   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Sherry M. Smith   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Dmitri L. Stockton   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Elect Director Sheila G. Talton   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Approve Non-Employee Director Restricted Stock Plan   Management   For   No
Deere & Company   DE   244199105   02/23/2022    Amend Governing Documents Regarding Requirements to Call for a Special Meeting   Shareholder   Against   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Apple Inc.   AAPL   037833100   03/04/2022    Elect Director James Bell   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Tim Cook   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Al Gore   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Alex Gorsky   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Andrea Jung   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Art Levinson   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Monica Lozano   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Ron Sugar   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Elect Director Sue Wagner   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Approve Omnibus Stock Plan   Management   For   No
Apple Inc.   AAPL   037833100   03/04/2022    Amend Articles of Incorporation to become a Social Purpose Corporation   Shareholder   Against   No
Apple Inc.   AAPL   037833100   03/04/2022    Approve Revision of Transparency Reports   Shareholder   For   Yes
Apple Inc.   AAPL   037833100   03/04/2022    Report on Forced Labor   Shareholder   For   Yes
Apple Inc.   AAPL   037833100   03/04/2022    Report on Median Gender/Racial Pay Gap   Shareholder   Against   No
Apple Inc.   AAPL   037833100   03/04/2022    Report on Civil Rights Audit   Shareholder   For   Yes
Apple Inc.   AAPL   037833100   03/04/2022    Report on Concealment Clauses   Shareholder   For   Yes
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Sylvia Acevedo   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Cristiano R. Amon   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Mark Fields   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Jeffrey W. Henderson   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Gregory N. Johnson   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Ann M. Livermore   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Mark D. McLaughlin   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Jamie S. Miller   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Irene B. Rosenfeld   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Kornelis (Neil) Smit   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Jean-Pascal Tricoire   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Elect Director Anthony J. Vinciquerra   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
QUALCOMM Incorporated   QCOM   747525103   03/09/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Susan E. Arnold   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Mary T. Barra   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Safra A. Catz   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Amy L. Chang   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Robert A. Chapek   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Francis A. deSouza   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Michael B.G. Froman   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Maria Elena Lagomasino   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Calvin R. McDonald   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Mark G. Parker   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Elect Director Derica W. Rice   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Walt Disney Company   DIS   254687106   03/09/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
The Walt Disney Company   DIS   254687106   03/09/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
The Walt Disney Company   DIS   254687106   03/09/2022    Report on Human Rights Due Diligence   Shareholder   For   Yes
The Walt Disney Company   DIS   254687106   03/09/2022    Report on Gender/Racial Pay Gap   Shareholder   Against   No
The Walt Disney Company   DIS   254687106   03/09/2022    Report on Workplace Non-Discrimination Audit   Shareholder   Against   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Rani Borkar   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Judy Bruner   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Xun (Eric) Chen   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Aart J. de Geus   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Gary E. Dickerson   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Thomas J. Iannotti   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Alexander A. Karsner   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Adrianna C. Ma   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Yvonne McGill   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Elect Director Scott A. McGregor   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Applied Materials, Inc.   AMAT   038222105   03/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Ratify KPMG LLP as Auditors   Management   For   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Applied Materials, Inc.   AMAT   038222105   03/10/2022    Improve Executive Compensation Program and Policy   Shareholder   Against   No
Agilent Technologies, Inc.   A   00846U101   03/16/2022    Elect Director Hans E. Bishop   Management   For   No
Agilent Technologies, Inc.   A   00846U101   03/16/2022    Elect Director Otis W. Brawley   Management   For   No
Agilent Technologies, Inc.   A   00846U101   03/16/2022    Elect Director Mikael Dolsten   Management   For   No
Agilent Technologies, Inc.   A   00846U101   03/16/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Agilent Technologies, Inc.   A   00846U101   03/16/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Agilent Technologies, Inc.   A   00846U101   03/16/2022    Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold   Shareholder   For   Yes
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Richard E. Allison, Jr.   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Andrew Campion   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Mary N. Dillon   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Isabel Ge Mahe   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Mellody Hobson   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Kevin R. Johnson   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Jorgen Vig Knudstorp   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Satya Nadella   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Joshua Cooper Ramo   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Clara Shih   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Elect Director Javier G. Teruel   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Amend Omnibus Stock Plan   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Starbucks Corporation   SBUX   855244109   03/16/2022    Report on Prevention of Harassment and Discrimination in the Workplace   Shareholder   For   Yes
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Diane M. Bryant   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Gayla J. Delly   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Raul J. Fernandez   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Eddy W. Hartenstein   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Check Kian Low   Management   For   No


Issuer Name

 

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Vote Instruction

 

Vote Against Mgmt

Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Justine F. Page   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Henry Samueli   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Hock E. Tan   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Elect Director Harry L. You   Management   Against   Yes
Broadcom Inc.   AVGO   11135F101   04/04/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Broadcom Inc.   AVGO   11135F101   04/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Meeting for ADR Holders   Management    
Nestle SA   NESN   H57312649   04/07/2022    Accept Financial Statements and Statutory Reports   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Approve Remuneration Report   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Approve Discharge of Board and Senior Management   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Approve Allocation of Income and Dividends of CHF 2.80 per Share   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Paul Bulcke as Director and Board Chairman   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Ulf Schneider as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Henri de Castries as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Renato Fassbind as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Pablo Isla as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Eva Cheng as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Patrick Aebischer as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Kimberly Ross as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Dick Boer as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Dinesh Paliwal as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Hanne Jimenez de Mora as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Reelect Lindiwe Sibanda as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Elect Chris Leong as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Elect Luca Maestri as Director   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Appoint Pablo Isla as Member of the Compensation Committee   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Appoint Patrick Aebischer as Member of the Compensation Committee   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Appoint Dick Boer as Member of the Compensation Committee   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Appoint Dinesh Paliwal as Member of the Compensation Committee   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Ratify Ernst & Young AG as Auditors   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

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Vote Instruction

 

Vote Against Mgmt

Nestle SA   NESN   H57312649   04/07/2022    Designate Hartmann Dreyer as Independent Proxy   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Approve Remuneration of Directors in the Amount of CHF 10 Million   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Approve Remuneration of Executive Committee in the Amount of CHF 68 Million   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Approve CHF 6.5 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares   Management   For   No
Nestle SA   NESN   H57312649   04/07/2022    Transact Other Business (Voting)   Management   Against   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Meeting for ADR Holders   Management    
Rio Tinto Plc   RIO   G75754104   04/08/2022    Accept Financial Statements and Statutory Reports   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Approve Remuneration Report for UK Law Purposes   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Approve Remuneration Report for Australian Law Purposes   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Elect Dominic Barton as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Elect Peter Cunningham as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Elect Ben Wyatt as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Megan Clark as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Simon Henry as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Sam Laidlaw as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Simon McKeon as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Jennifer Nason as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Jakob Stausholm as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Re-elect Ngaire Woods as Director   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Reappoint KPMG LLP as Auditors   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Authorise the Audit Committee to Fix Remuneration of Auditors   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Authorise UK Political Donations and Expenditure   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Approve Climate Action Plan   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Authorise Issue of Equity   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Authorise Issue of Equity without Pre-emptive Rights   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Authorise Market Purchase of Ordinary Shares   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Authorise the Company to Call General Meeting with Two Weeks’ Notice   Management   For   No
Rio Tinto Plc   RIO   G75754104   04/08/2022    Approve the Spill Resolution   Management   Against   No
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Elect Director John P. Connaughton   Management   For   No
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Elect Director John G. Danhakl   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

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Vote Instruction

 

Vote Against Mgmt

IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Elect Director James A. Fasano   Management   For   No
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Elect Director Leslie Wims Morris   Management   For   No
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Declassify the Board of Directors   Management   For   No
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Require a Majority Vote for the Election of Directors   Shareholder   For   Yes
IQVIA Holdings Inc.   IQV   46266C105   04/12/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Amy Banse   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Brett Biggs   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Melanie Boulden   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Frank Calderoni   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Laura Desmond   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Shantanu Narayen   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Spencer Neumann   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Kathleen Oberg   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Dheeraj Pandey   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director David Ricks   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director Daniel Rosensweig   Management   Against   Yes
Adobe Inc.   ADBE   00724F101   04/14/2022    Elect Director John Warnock   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Ratify KPMG LLP as Auditors   Management   For   No
Adobe Inc.   ADBE   00724F101   04/14/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Samuel R. Allen   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Gaurdie Banister, Jr.   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Wesley G. Bush   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Richard K. Davis   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Jerri DeVard   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Debra L. Dial   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Jeff M. Fettig   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Jim Fitterling   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Jacqueline C. Hinman   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Luis Alberto Moreno   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

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Vote Instruction

 

Vote Against Mgmt

Dow Inc.   DOW   260557103   04/14/2022    Elect Director Jill S. Wyant   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Elect Director Daniel W. Yohannes   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Dow Inc.   DOW   260557103   04/14/2022    Require Independent Board Chair   Shareholder   Against   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Aida M. Alvarez   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Shumeet Banerji   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Robert R. Bennett   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Charles “Chip” V. Bergh   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Bruce Broussard   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Stacy Brown-Philpot   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Stephanie A. Burns   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Mary Anne Citrino   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Richard L. Clemmer   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Enrique J. Lores   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Judith “Jami” Miscik   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Kim K.W. Rucker   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Elect Director Subra Suresh   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Amend Omnibus Stock Plan   Management   For   No
HP Inc.   HPQ   40434L105   04/19/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Ralph Izzo   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Susan Tomasky   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Willie A. Deese   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Jamie M. Gentoso   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director David Lilley   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Barry H. Ostrowsky   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Valerie A. Smith   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Scott G. Stephenson   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Laura A. Sugg   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director John P. Surma   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Elect Director Alfred W. Zollar   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Public Service Enterprise Group Incorporated   PEG   744573106   04/19/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Warner L. Baxter   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Dorothy J. Bridges   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Elizabeth L. Buse   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Andrew Cecere   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Kimberly N. Ellison-Taylor   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Kimberly J. Harris   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Roland A. Hernandez   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Olivia F. Kirtley   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Richard P. McKenney   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Yusuf I. Mehdi   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director John P. Wiehoff   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Elect Director Scott W. Wine   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
U.S. Bancorp   USB   902973304   04/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Kerrii B. Anderson   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Arthur F. Anton   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Jeff M. Fettig   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Richard J. Kramer   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director John G. Morikis   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Christine A. Poon   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Aaron M. Powell   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Marta R. Stewart   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Michael H. Thaman   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Matthew Thornton, III   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Elect Director Steven H. Wunning   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

The Sherwin-Williams Company   SHW   824348106   04/20/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Sherwin-Williams Company   SHW   824348106   04/20/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Patrick G. Awuah, Jr.   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Gregory H. Boyce   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Bruce R. Brook   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Maura Clark   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Emma FitzGerald   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Mary A. Laschinger   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Jose Manuel Madero   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Rene Medori   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Jane Nelson   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Thomas Palmer   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Julio M. Quintana   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Elect Director Susan N. Story   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Newmont Corporation   NEM   651639106   04/21/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Diane M. Aigotti   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Anne L. Arvia   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Brian A. Kenney   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Robert C. Lyons   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director James B. Ream   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Adam L. Stanley   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director David S. Sutherland   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Stephen R. Wilson   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Elect Director Paul G. Yovovich   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
GATX Corporation   GATX   361448103   04/22/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director John P. Barnes   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Robert T. Brady   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Calvin G. Butler, Jr.   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Jane Chwick   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director William F. Cruger, Jr.   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director T. Jefferson Cunningham, III   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Gary N. Geisel   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Leslie V. Godridge   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Rene F. Jones   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Richard H. Ledgett, Jr.   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Melinda R. Rich   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Robert E. Sadler, Jr.   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Denis J. Salamone   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director John R. Scannell   Management   Against   Yes
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Rudina Seseri   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Kirk W. Walters   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Elect Director Herbert L. Washington   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
M&T Bank Corporation   MTB   55261F104   04/25/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Sharon L. Allen   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Frank P. Bramble, Sr.   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Pierre J.P. de Weck   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Arnold W. Donald   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Linda P. Hudson   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Monica C. Lozano   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Brian T. Moynihan   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Lionel L. Nowell, III   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Denise L. Ramos   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Clayton S. Rose   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Michael D. White   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Thomas D. Woods   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director R. David Yost   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Elect Director Maria T. Zuber   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Bank of America Corporation   BAC   060505104   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes   Management   For   No
Bank of America Corporation   BAC   060505104   04/26/2022    Report on Civil Rights and Nondiscrimination Audit   Shareholder   Against   No
Bank of America Corporation   BAC   060505104   04/26/2022    Adopt Fossil Fuel Lending Policy Consistent with IEA’s Net Zero 2050 Scenario   Shareholder   For   Yes
Bank of America Corporation   BAC   060505104   04/26/2022    Report on Charitable Contributions   Shareholder   Against   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director W. Lance Conn   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Kim C. Goodman   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Craig A. Jacobson   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Gregory B. Maffei   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director John D. Markley, Jr.   Management   Against   Yes
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director David C. Merritt   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director James E. Meyer   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Steven A. Miron   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Balan Nair   Management   Against   Yes
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Michael A. Newhouse   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Mauricio Ramos   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Thomas M. Rutledge   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Elect Director Eric L. Zinterhofer   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Ratify KPMG LLP as Auditors   Management   For   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Require Independent Board Chair   Shareholder   Against   No
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Disclose Climate Action Plan and GHG Emissions Reduction Targets   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Adopt Policy to Annually Disclose EEO-1 Data   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   16119P108   04/26/2022    Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics   Shareholder   For   Yes
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Ellen M. Costello   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Grace E. Dailey   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Barbara J. Desoer   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director John C. Dugan   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

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Proponent

 

Vote Instruction

 

Vote Against Mgmt

Citigroup Inc.   C   172967424   04/26/2022    Elect Director Jane N. Fraser   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Duncan P. Hennes   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Peter B. Henry   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director S. Leslie Ireland   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Renee J. James   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Gary M. Reiner   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director Diana L. Taylor   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Elect Director James S. Turley   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Ratify KPMG LLP as Auditors   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Amend Omnibus Stock Plan   Management   For   No
Citigroup Inc.   C   172967424   04/26/2022    Adopt Management Pay Clawback Authorization Policy   Shareholder   Against   No
Citigroup Inc.   C   172967424   04/26/2022    Require Independent Board Chair   Shareholder   Against   No
Citigroup Inc.   C   172967424   04/26/2022    Report on Respecting Indigenous Peoples’ Rights   Shareholder   For   Yes
Citigroup Inc.   C   172967424   04/26/2022    Adopt a Financing Policy Consistent with IEA’s Net Zero Emissions by 2050 Scenario   Shareholder   For   Yes
Citigroup Inc.   C   172967424   04/26/2022    Report on Civil Rights and Non-Discrimination Audit   Shareholder   Against   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director David A. Brandon   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director C. Andrew Ballard   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director Andrew B. Balson   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director Corie S. Barry   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director Diana F. Cantor   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director Richard L. Federico   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director James A. Goldman   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director Patricia E. Lopez   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Elect Director Russell J. Weiner   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Domino’s Pizza, Inc.   DPZ   25754A201   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Linda Walker Bynoe   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Susan Crown   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Dean M. Harrison   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

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Vote Instruction

 

Vote Against Mgmt

Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Jay L. Henderson   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Marcy S. Klevorn   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Siddharth N. “Bobby” Mehta   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Michael G. O’Grady   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Jose Luis Prado   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Martin P. Slark   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director David H. B. Smith, Jr.   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Donald Thompson   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Elect Director Charles A. Tribbett, III   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Northern Trust Corporation   NTRS   665859104   04/26/2022    Ratify KPMG LLP as Auditors   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Herb Allen   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Marc Bolland   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Ana Botin   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Christopher C. Davis   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Barry Diller   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Helene D. Gayle   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Alexis M. Herman   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Maria Elena Lagomasino   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director James Quincey   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director Caroline J. Tsay   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Elect Director David B. Weinberg   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
The Coca-Cola Company   KO   191216100   04/26/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Coca-Cola Company   KO   191216100   04/26/2022    Report on External Public Health Costs   Shareholder   For   Yes
The Coca-Cola Company   KO   191216100   04/26/2022    Report on Global Public Policy and Political Influence   Shareholder   Against   No
The Coca-Cola Company   KO   191216100   04/26/2022    Require Independent Board Chair   Shareholder   Against   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Alan S. Armstrong   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Stephen W. Bergstrom   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Nancy K. Buese   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

The Williams Companies, Inc.   WMB       969457100   04/26/2022    Elect Director Michael A. Creel   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Stacey H. Dore   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Richard E. Muncrief   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Peter A. Ragauss   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Rose M. Robeson   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Scott D. Sheffield   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Murray D. Smith   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director William H. Spence   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Elect Director Jesse J. Tyson   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Williams Companies, Inc.   WMB   969457100   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Steven D. Black   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Mark A. Chancy   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Celeste A. Clark   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Theodore F. Craver, Jr.   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Richard K. Davis   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Wayne M. Hewett   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director CeCelia (“CeCe”) G. Morken   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Maria R. Morris   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Felicia F. Norwood   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Richard B. Payne, Jr.   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Juan A. Pujadas   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Ronald L. Sargent   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Charles W. Scharf   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Elect Director Suzanne M. Vautrinot   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Wells Fargo & Company   WFC   949746101   04/26/2022    Approve Omnibus Stock Plan   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Ratify KPMG LLP as Auditors   Management   For   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Adopt Management Pay Clawback Authorization Policy   Shareholder   Against   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Report on Incentive-Based Compensation and Risks of Material Losses   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Wells Fargo & Company   WFC       949746101   04/26/2022    Report on Board Diversity   Shareholder   Against   No
Wells Fargo & Company   WFC   949746101   04/26/2022    Report on Respecting Indigenous Peoples’ Rights   Shareholder   For   Yes
Wells Fargo & Company   WFC   949746101   04/26/2022    Adopt a Financing Policy Consistent with IEA’s Net Zero Emissions by 2050 Scenario   Shareholder   For   Yes
Wells Fargo & Company   WFC   949746101   04/26/2022    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Wells Fargo & Company   WFC   949746101   04/26/2022    Report on Charitable Contributions   Shareholder   Against   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Curtis V. Anastasio   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Bradley J. Bell   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Mary B. Cranston   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Curtis J. Crawford   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Dawn L. Farrell   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Erin N. Kane   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Sean D. Keohane   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Mark E. Newman   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Guillaume Pepy   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Elect Director Sandra Phillips Rogers   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Chemours Company   CC   163851108   04/27/2022    Advisory Vote on Say on Pay Frequency   Management   One Year   No
The Chemours Company   CC   163851108   04/27/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The New York Times Company   NYT   650111107   04/27/2022    Elect Director Amanpal S. Bhutani   Management   For   No
The New York Times Company   NYT   650111107   04/27/2022    Elect Director Manuel Bronstein   Management   For   No
The New York Times Company   NYT   650111107   04/27/2022    Elect Director Doreen Toben   Management   For   No
The New York Times Company   NYT   650111107   04/27/2022    Elect Director Rebecca Van Dyck   Management   For   No
The New York Times Company   NYT   650111107   04/27/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Donald W. Blair   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Leslie A. Brun   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Stephanie A. Burns   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Richard T. Clark   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Pamela J. Craig   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Robert F. Cummings, Jr.   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Roger W. Ferguson, Jr.   Management   For   No


Issuer Name

 

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Vote Instruction

 

Vote Against Mgmt

Corning Incorporated   GLW       219350105   04/28/2022    Elect Director Deborah A. Henretta   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Daniel P. Huttenlocher   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Kurt M. Landgraf   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Kevin J. Martin   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Deborah D. Rieman   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Hansel E. Tookes, II   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Wendell P. Weeks   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Elect Director Mark S. Wrighton   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Corning Incorporated   GLW   219350105   04/28/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Douglas G. Duncan   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Francesca M. Edwardson   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Wayne Garrison   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Sharilyn S. Gasaway   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Gary C. George   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Thad (John B., III) Hill   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director J. Bryan Hunt, Jr.   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Gale V. King   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director John N. Roberts, III   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director James L. Robo   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Elect Director Kirk Thompson   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   445658107   04/28/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Darius Adamczyk   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Mary C. Beckerle   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director D. Scott Davis   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Ian E. L. Davis   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Jennifer A. Doudna   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Joaquin Duato   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Alex Gorsky   Management   For   No


Issuer Name

 

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Vote Instruction

 

Vote Against Mgmt

Johnson & Johnson   JNJ       478160104   04/28/2022    Elect Director Marillyn A. Hewson   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Hubert Joly   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Mark B. McClellan   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Anne M. Mulcahy   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director A. Eugene Washington   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Mark A. Weinberger   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Elect Director Nadja Y. West   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Approve Omnibus Stock Plan   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution*   Shareholder    
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on a Civil Rights, Equity, Diversity and Inclusion Audit   Shareholder   Against   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on Public Health Costs of Limited Sharing of Vaccine Technology   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   04/28/2022    Discontinue Global Sales of Baby Powder Containing Talc   Shareholder   Abstain   Yes
Johnson & Johnson   JNJ   478160104   04/28/2022    Report on Charitable Contributions   Shareholder   Against   No
Johnson & Johnson   JNJ   478160104   04/28/2022    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   04/28/2022    Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   04/28/2022    Consider Pay Disparity Between Executives and Other Employees   Shareholder   For   Yes
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Ronald E. Blaylock   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Albert Bourla   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Susan Desmond-Hellmann   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Joseph J. Echevarria   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Scott Gottlieb   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Helen H. Hobbs   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Susan Hockfield   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Dan R. Littman   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Shantanu Narayen   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director Suzanne Nora Johnson   Management   For   No


Issuer Name

 

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Primary CUSIP

 

Meeting Date

  

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Vote Instruction

 

Vote Against Mgmt

Pfizer Inc.   PFE       717081103   04/28/2022    Elect Director James Quincey   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Elect Director James C. Smith   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Ratify KPMG LLP as Auditors   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Pfizer Inc.   PFE   717081103   04/28/2022    Amend Proxy Access Right   Shareholder   Against   No
Pfizer Inc.   PFE   717081103   04/28/2022    Report on Congruency of Political Electioneering Expenditures with Company Values and Policies   Shareholder   Against   No
Pfizer Inc.   PFE   717081103   04/28/2022    Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production   Shareholder   For   Yes
Pfizer Inc.   PFE   717081103   04/28/2022    Report on Board Oversight of Risks Related to Anticompetitive Practices   Shareholder   For   Yes
Pfizer Inc.   PFE   717081103   04/28/2022    Report on Public Health Costs of Limited Sharing of Vaccine Technology   Shareholder   For   Yes
Public Storage   PSA   74460D109   04/28/2022    Elect Director Ronald L. Havner, Jr.   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Tamara Hughes Gustavson   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Leslie S. Heisz   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Michelle Millstone-Shroff   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Shankh S. Mitra   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director David J. Neithercut   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Rebecca Owen   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Kristy M. Pipes   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Avedick B. Poladian   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director John Reyes   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Joseph D. Russell, Jr.   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Tariq M. Shaukat   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Ronald P. Spogli   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Elect Director Paul S. Williams   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Public Storage   PSA   74460D109   04/28/2022    Eliminate Supermajority Voting Requirements to Amend the Declaration of Trust   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Mark A. Blinn   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Todd M. Bluedorn   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Janet F. Clark   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Carrie S. Cox   Management   For   No


Issuer Name

 

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Vote Against Mgmt

Texas Instruments Incorporated   TXN       882508104   04/28/2022    Elect Director Martin S. Craighead   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Jean M. Hobby   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Michael D. Hsu   Management   Against   Yes
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Haviv Ilan   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Ronald Kirk   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Pamela H. Patsley   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Robert E. Sanchez   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Elect Director Richard K. Templeton   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Texas Instruments Incorporated   TXN   882508104   04/28/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Robert J. Alpern   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Sally E. Blount   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Robert B. Ford   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Paola Gonzalez   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Michelle A. Kumbier   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Darren W. McDew   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Nancy McKinstry   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director William A. Osborn   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Michael F. Roman   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Daniel J. Starks   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director John G. Stratton   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Elect Director Glenn F. Tilton   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Abbott Laboratories   ABT   002824100   04/29/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Abbott Laboratories   ABT   002824100   04/29/2022    Require Independent Board Chair   Shareholder   Against   No
Abbott Laboratories   ABT   002824100   04/29/2022    Adopt Policy on 10b5-1 Plans   Shareholder   Against   No
Abbott Laboratories   ABT   002824100   04/29/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Abbott Laboratories   ABT   002824100   04/29/2022    Report on Public Health Costs of Antimicrobial Resistance   Shareholder   For   Yes


Issuer Name

 

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Primary CUSIP

 

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Vote Against Mgmt

ASML Holding NV   ASML   N07059202   04/29/2022    Meeting for ADR Holders   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Open Meeting   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Discuss the Company’s Business, Financial Situation and Sustainability   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Approve Remuneration Report   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Adopt Financial Statements and Statutory Reports   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Receive Explanation on Company’s Reserves and Dividend Policy   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Approve Dividends of EUR 5.50 Per Share   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Approve Discharge of Management Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Approve Discharge of Supervisory Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Approve Number of Shares for Management Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Amend Remuneration Policy for Management Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Receive Information on the Composition of the Management Board   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Announce Vacancies on the Supervisory Board   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Opportunity to Make Recommendations   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Announce Recommendation to Reappoint T.L. Kelly and Appoint A.F.M. Everke and A.L. Steegen as Members of the Supervisory Board   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Reelect T.L. Kelly to Supervisory Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Elect A.F.M. Everke to Supervisory Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Elect A.L. Steegen to Supervisory Board   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Discuss Composition of the Supervisory Board   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Ratify KPMG Accountants N.V. as Auditors for the Reporting Years 2023 and 2024   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Ratify Deloitte Accountants B.V. as Auditors for the Reporting Year 2025   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Amend Articles of Association   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Authorize Board to Exclude Preemptive Rights from Share Issuances   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Authorize Repurchase of Up to 10 Percent of Issued Share Capital   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Authorize Cancellation of Repurchased Shares   Management   For   No
ASML Holding NV   ASML   N07059202   04/29/2022    Other Business (Non-Voting)   Management    
ASML Holding NV   ASML   N07059202   04/29/2022    Close Meeting   Management    
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Lamberto Andreotti   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Klaus A. Engel   Management   For   No


Issuer Name

 

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Vote Instruction

 

Vote Against Mgmt

Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director David C. Everitt   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Janet P. Giesselman   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Karen H. Grimes   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Michael O. Johanns   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Rebecca B. Liebert   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Marcos M. Lutz   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Charles V. Magro   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Nayaki R. Nayyar   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Gregory R. Page   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Kerry J. Preete   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Elect Director Patrick J. Ward   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Corteva, Inc.   CTVA   22052L104   04/29/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Elect Director Rod Gillum   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Elect Director Mary Laschinger   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Elect Director Erica Mann   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Elect Director Carolyn Tastad   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Approve Omnibus Stock Plan   Management   For   No
Kellogg Company   K   487836108   04/29/2022    Consider Pay Disparity Between CEO and Other Employees   Shareholder   For   Yes
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Warren E. Buffett   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Charles T. Munger   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Gregory E. Abel   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Howard G. Buffett   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Susan A. Buffett   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Stephen B. Burke   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Kenneth I. Chenault   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Christopher C. Davis   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Susan L. Decker   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

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Vote Instruction

 

Vote Against Mgmt

Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director David S. Gottesman   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Charlotte Guyman   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Ajit Jain   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Ronald L. Olson   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Wallace R. Weitz   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Elect Director Meryl B. Witmer   Management   For   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Require Independent Board Chair   Shareholder   Against   No
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Report on Climate-Related Risks and Opportunities   Shareholder   For   Yes
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Report on GHG Emissions Reduction Targets   Shareholder   For   Yes
Berkshire Hathaway Inc.   BRK.B   084670702   04/30/2022    Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics   Shareholder   For   Yes
Eli Lilly and Company   LLY   532457108   05/02/2022    Elect Director Ralph Alvarez   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Elect Director Kimberly H. Johnson   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Elect Director Juan R. Luciano   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Declassify the Board of Directors   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Eliminate Supermajority Voting Provisions   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Amend Articles of Incorporation to Allow Shareholders to Amend Bylaws   Management   For   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Require Independent Board Chair   Shareholder   Against   No
Eli Lilly and Company   LLY   532457108   05/02/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Eli Lilly and Company   LLY   532457108   05/02/2022    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Eli Lilly and Company   LLY   532457108   05/02/2022    Report on Board Oversight of Risks Related to Anticompetitive Pricing Strategies   Shareholder   For   Yes
American Express Company   AXP   025816109   05/03/2022    Elect Director Thomas J. Baltimore   Management   Against   Yes
American Express Company   AXP   025816109   05/03/2022    Elect Director Charlene Barshefsky   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director John J. Brennan   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Peter Chernin   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Ralph de la Vega   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Michael O. Leavitt   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Theodore J. Leonsis   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Karen L. Parkhill   Management   For   No


Issuer Name

 

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Vote Against Mgmt

American Express Company   AXP   025816109   05/03/2022    Elect Director Charles E. Phillips   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Lynn A. Pike   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Stephen J. Squeri   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Daniel L. Vasella   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Lisa W. Wardell   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Elect Director Christopher D. Young   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
American Express Company   AXP   025816109   05/03/2022    Require Independent Board Chair   Shareholder   Against   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Peter J. Arduini   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Giovanni Caforio   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Julia A. Haller   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Manuel Hidalgo Medina   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Paula A. Price   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Derica W. Rice   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Theodore R. Samuels   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Gerald L. Storch   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Karen H. Vousden   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Elect Director Phyllis R. Yale   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Bristol-Myers Squibb Company   BMY   110122108   05/03/2022    Require Independent Board Chair   Shareholder   Against   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Glenn M. Alger   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Robert P. Carlile   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director James M. DuBois   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Mark A. Emmert   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Diane H. Gulyas   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Jeffrey S. Musser   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Brandon S. Pedersen   Management   For   No


Issuer Name

 

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Vote Against Mgmt

Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Liane J. Pelletier   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Elect Director Olivia D. Polius   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Ratify KPMG LLP as Auditors   Management   For   No
Expeditors International of Washington, Inc.   EXPD   302130109   05/03/2022    Report on Political Contributions and Expenditures   Shareholder   For   Yes
AptarGroup, Inc.   ATR   038336103   05/04/2022    Elect Director Giovanna Kampouri Monnas   Management   For   No
AptarGroup, Inc.   ATR   038336103   05/04/2022    Elect Director Isabel Marey-Semper   Management   For   No
AptarGroup, Inc.   ATR   038336103   05/04/2022    Elect Director Stephan B. Tanda   Management   For   No
AptarGroup, Inc.   ATR   038336103   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AptarGroup, Inc.   ATR   038336103   05/04/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Mayank M. Ashar   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Gaurdie E. Banister   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Pamela L. Carter   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Susan M. Cunningham   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Gregory L. Ebel   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Jason B. Few   Management   Withhold   Yes
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Teresa S. Madden   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Al Monaco   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Stephen S. Poloz   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director S. Jane Rowe   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Dan C. Tutcher   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Elect Director Steven W. Williams   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Advisory Vote on Executive Compensation Approach   Management   For   No
Enbridge Inc.   ENB   29250N105   05/04/2022    Shareholder Proposal   Management    
Enbridge Inc.   ENB   29250N105   05/04/2022    Strengthen the Company’s Net Zero Commitment with a Science-Based Net Zero Target   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Jacqueline K. Barton   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Jeffrey A. Bluestone   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Sandra J. Horning   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Kelly A. Kramer   Management   For   No


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Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Kevin E. Lofton   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Harish Manwani   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Daniel P. O’Day   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Javier J. Rodriguez   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Elect Director Anthony Welters   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Approve Omnibus Stock Plan   Management   For   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Require Independent Board Chair   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Gilead Sciences, Inc.   GILD   375558103   05/04/2022    Report on Board Oversight of Risks Related to Anticompetitive Practices   Shareholder   For   Yes
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Kathryn J. Boor   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Edward D. Breen   Management   Against   Yes
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Barry A. Bruno   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Frank Clyburn   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Carol Anthony (John) Davidson   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Michael L. Ducker   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Roger W. Ferguson, Jr.   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director John F. Ferraro   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Christina Gold   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Ilene Gordon   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Matthias J. Heinzel   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Dale F. Morrison   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Kare Schultz   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Elect Director Stephen Williamson   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
International Flavors & Fragrances Inc.   IFF   459506101   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Segun Agbaje   Management   For   No


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PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Shona L. Brown   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Cesar Conde   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Ian Cook   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Edith W. Cooper   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Dina Dublon   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Michelle Gass   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Ramon L. Laguarta   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Dave Lewis   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director David C. Page   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Robert C. Pohlad   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Daniel Vasella   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Darren Walker   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Elect Director Alberto Weisser   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Ratify KPMG LLP as Auditors   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Require Independent Board Chair   Shareholder   Against   No
PepsiCo, Inc.   PEP   713448108   05/04/2022    Report on Global Public Policy and Political Influence   Shareholder   For   Yes
PepsiCo, Inc.   PEP   713448108   05/04/2022    Report on Public Health Costs of Food and Beverages Products   Shareholder   For   Yes
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Brant Bonin Bough   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Andre Calantzopoulos   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Michel Combes   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Juan Jose Daboub   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Werner Geissler   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Lisa A. Hook   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Jun Makihara   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Kalpana Morparia   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Lucio A. Noto   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Jacek Olczak   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Frederik Paulsen   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Robert B. Polet   Management   For   No


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Vote Against Mgmt

Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Dessislava Temperley   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Elect Director Shlomo Yanai   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Philip Morris International Inc.   PM   718172109   05/04/2022    Approve Omnibus Stock Plan   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Ratify PricewaterhouseCoopers SA as Auditors   Management   For   No
Philip Morris International Inc.   PM   718172109   05/04/2022    Phase Out Production of Health-Hazardous and Addictive Products   Shareholder   Against   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Alan R. Buckwalter   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Anthony L. Coelho   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Jakki L. Haussler   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Victor L. Lund   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Ellen Ochoa   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Thomas L. Ryan   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director C. Park Shaper   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Sara Martinez Tucker   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director W. Blair Waltrip   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Elect Director Marcus A. Watts   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Service Corporation International   SCI   817565104   05/04/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Michael S. Burke   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Theodore Colbert   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Terrell K. Crews   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Donald E. Felsinger   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Suzan F. Harrison   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Juan R. Luciano   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Patrick J. Moore   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Francisco J. Sanchez   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Debra A. Sandler   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Lei Z. Schlitz   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Elect Director Kelvin R. Westbrook   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No


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Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Archer-Daniels-Midland Company   ADM   039483102   05/05/2022    Report on Pesticide Use in the Company’s Supply Chain   Shareholder   For   Yes
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Derrick Burks   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Annette K. Clayton   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Theodore F. Craver, Jr.   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Robert M. Davis   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Caroline Dorsa   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director W. Roy Dunbar   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Nicholas C. Fanandakis   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Lynn J. Good   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director John T. Herron   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Idalene F. Kesner   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director E. Marie McKee   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Michael J. Pacilio   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director Thomas E. Skains   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Elect Director William E. Webster, Jr.   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Duke Energy Corporation   DUK   26441C204   05/05/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes

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Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Shari L. Ballard   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Barbara J. Beck   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Christophe Beck   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Jeffrey M. Ettinger   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Arthur J. Higgins   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Michael Larson   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director David W. MacLennan   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Tracy B. McKibben   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Lionel L. Nowell, III   Management   For   No


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Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Victoria J. Reich   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director Suzanne M. Vautrinot   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Elect Director John J. Zillmer   Management   Against   Yes
Ecolab Inc.   ECL   278865100   05/05/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Ecolab Inc.   ECL   278865100   05/05/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Carol B. Tome   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Rodney C. Adkins   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Eva C. Boratto   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Michael J. Burns   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Wayne M. Hewett   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Angela Hwang   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Kate E. Johnson   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director William R. Johnson   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Ann M. Livermore   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Franck J. Moison   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Christiana Smith Shi   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Russell Stokes   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Elect Director Kevin Warsh   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Report on Corporate Climate Lobbying Aligned with Paris Agreement   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Adopt Independently Verified Science-Based GHG Reduction Targets   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Report on Balancing Climate Measures and Financial Returns   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05/05/2022    Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics   Shareholder   For   Yes
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Curt S. Culver   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Danny L. Cunningham   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director William M. Farrow, III   Management   For   No


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WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Cristina A. Garcia-Thomas   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Maria C. Green   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Gale E. Klappa   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Thomas K. Lane   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Scott J. Lauber   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Ulice Payne, Jr.   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Mary Ellen Stanek   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Elect Director Glen E. Tellock   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
WEC Energy Group, Inc.   WEC   92939U106   05/05/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Elect Director William H.L. Burnside   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Elect Director Thomas C. Freyman   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Elect Director Brett J. Hart   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Elect Director Edward J. Rapp   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Eliminate Supermajority Vote Requirement   Management   For   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Require Independent Board Chair   Shareholder   Against   No
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Report on Board Oversight of Risks Related to Anticompetitive Practices   Shareholder   For   Yes
AbbVie Inc.   ABBV   00287Y109   05/06/2022    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director John P. Bilbrey   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director John T. Cahill   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Lisa M. Edwards   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director C. Martin Harris   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Martina Hund-Mejean   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Kimberly A. Nelson   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Lorrie M. Norrington   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Michael B. Polk   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Stephen I. Sadove   Management   For   No


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Colgate-Palmolive Company   CL   194162103   05/06/2022    Elect Director Noel R. Wallace   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Colgate-Palmolive Company   CL   194162103   05/06/2022    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
Colgate-Palmolive Company   CL   194162103   05/06/2022    Report on Charitable Contributions   Shareholder   Against   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Daniel J. Brutto   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Susan Crown   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Darrell L. Ford   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director James W. Griffith   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Jay L. Henderson   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Richard H. Lenny   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director E. Scott Santi   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director David B. Smith, Jr.   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Pamela B. Strobel   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Elect Director Anre D. Williams   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Ratify Deloitte & Touche LLP as Auditor   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Illinois Tool Works Inc.   ITW   452308109   05/06/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Thomas “Tony” K. Brown   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Pamela J. Craig   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director David B. Dillon   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Michael L. Eskew   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director James R. Fitterling   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Amy E. Hood   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Muhtar Kent   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Suzan Kereere   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Dambisa F. Moyo   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Gregory R. Page   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Elect Director Michael F. Roman   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No


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Vote Against Mgmt

3M Company   MMM   88579Y101   05/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
3M Company   MMM   88579Y101   05/10/2022    Report on Environmental Costs and Impact on Diversified Shareholders   Shareholder   For   Yes
3M Company   MMM   88579Y101   05/10/2022    Report on Operations in Communist China   Shareholder   Against   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Keith R. Guericke   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Maria R. Hawthorne   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Amal M. Johnson   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Mary Kasaris   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Irving F. Lyons, III   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director George M. Marcus   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Thomas E. Robinson   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Michael J. Schall   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Elect Director Byron A. Scordelis   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Ratify KPMG LLP as Auditors   Management   For   No
Essex Property Trust, Inc.   ESS   297178105   05/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Jennifer Allerton   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Pamela M. Arway   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Clarke H. Bailey   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Kent P. Dauten   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Monte Ford   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Robin L. Matlock   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director William L. Meaney   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Wendy J. Murdock   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Walter C. Rakowich   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Doyle R. Simons   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Elect Director Alfred J. Verrecchia   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Iron Mountain Incorporated   IRM   46284V101   05/10/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Elect Director Martin P. Hughes   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Elect Director Kevin J. Bradicich   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Elect Director Theodore H. Bunting, Jr.   Management   For   No


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The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Elect Director Joseph R. Ramrath   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Elect Director John C. Roche   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Approve Omnibus Stock Plan   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Hanover Insurance Group, Inc.   THG   410867105   05/10/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director James C. Fish, Jr.   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director Andres R. Gluski   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director Victoria M. Holt   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director Kathleen M. Mazzarella   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director Sean E. Menke   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director William B. Plummer   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director John C. Pope   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director Maryrose T. Sylvester   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Elect Director Thomas H. Weidemeyer   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Waste Management, Inc.   WM   94106L109   05/10/2022    Report on Civil Rights Audit   Shareholder   For   Yes
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director Jeffrey N. Edwards   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director Martha Clark Goss   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director M. Susan Hardwick   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director Kimberly J. Harris   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director Julia L. Johnson   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director Patricia L. Kampling   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director Karl F. Kurz   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director George MacKenzie   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Elect Director James G. Stavridis   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Report on Medium and Long-Term Greenhouse Gas Targets Aligned with Paris Agreement—Withdrawn   Shareholder    
American Water Works Company, Inc.   AWK   030420103   05/11/2022    Report on Third-Party Racial Equity Audit   Shareholder   For   Yes


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Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director James A. Bennett   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Robert M. Blue   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Helen E. Dragas   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director James O. Ellis, Jr.   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director D. Maybank Hagood   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Ronald W. Jibson   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Mark J. Kington   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Joseph M. Rigby   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Pamela J. Royal   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Robert H. Spilman, Jr.   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Susan N. Story   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Elect Director Michael E. Szymanczyk   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Amend Right to Call Special Meeting   Management   For   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Adopt Medium Term Scope 3 GHG Emissions Reduction Target   Shareholder   Against   No
Dominion Energy, Inc.   D   25746U109   05/11/2022    Report on the Risk of Natural Gas Stranded Assets   Shareholder   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Elect Director Teresa L. White   Management   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Elect Director Homaira Akbari   Management   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Elect Director Diana M. Murphy   Management   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Elect Director James L. Liang   Management   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Ratify KPMG LLP as Auditors   Management   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Landstar System, Inc.   LSTR   515098101   05/11/2022    Approve Non-Employee Director Restricted Stock Plan   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Elect Director Anil Chakravarthy   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Elect Director Barbara V. Scherer   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Elect Director Ravi K. Vijayaraghavan   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


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Vote Against Mgmt

ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Eliminate Supermajority Vote Requirement to Remove a Director   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Eliminate Supermajority Vote Requirement to Amend or Repeal the By-Laws   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Eliminate Supermajority Vote Requirement to Amend or Repeal Certain Provisions of the Charter   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Approve Qualified Employee Stock Purchase Plan   Management   For   No
ANSYS, Inc.   ANSS   03662Q105   05/12/2022    Declassify the Board of Directors   Shareholder   For   Yes
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Elaine D. Rosen   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Paget L. Alves   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director J. Braxton Carter   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Juan N. Cento   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Keith W. Demmings   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Harriet Edelman   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Lawrence V. Jackson   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Jean-Paul L. Montupet   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Debra J. Perry   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Ognjen (Ogi) Redzic   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Paul J. Reilly   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Elect Director Robert W. Stein   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Assurant, Inc.   AIZ   04621X108   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Patrick P. Gelsinger   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Elect Director James J. Goetz   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Andrea J. Goldsmith   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Alyssa H. Henry   Management   Against   Yes
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Omar Ishrak   Management   Against   Yes
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Risa Lavizzo-Mourey   Management   Against   Yes
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Tsu-Jae King Liu   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Gregory D. Smith   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Dion J. Weisler   Management   Against   Yes
Intel Corporation   INTC   458140100   05/12/2022    Elect Director Frank D. Yeary   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No


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Intel Corporation   INTC   458140100   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Intel Corporation   INTC   458140100   05/12/2022    Amend Omnibus Stock Plan   Management   For   No
Intel Corporation   INTC   458140100   05/12/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Intel Corporation   INTC   458140100   05/12/2022    Report on Third-Party Civil Rights Audit   Shareholder   For   Yes
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Norma B. Clayton   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Patrick J. Dempsey   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Christopher J. Kearney   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Laurette T. Koellner   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Joseph D. Rupp   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Leon J. Topalian   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director John H. Walker   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Elect Director Nadja Y. West   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Ratify PricewaterhouseCoopers LLP as Auditor   Management   For   No
Nucor Corporation   NUE   670346105   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director David O’Reilly   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Larry O’Reilly   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Greg Henslee   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Jay D. Burchfield   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Thomas T. Hendrickson   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director John R. Murphy   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Dana M. Perlman   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Maria A. Sastre   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Andrea M. Weiss   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Elect Director Fred Whitfield   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
O’Reilly Automotive, Inc.   ORLY   67103H107   05/12/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director William J. DeLaney   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director David B. Dillon   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Sheri H. Edison   Management   For   No


Issuer Name

 

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Vote Against Mgmt

Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Teresa M. Finley   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Lance M. Fritz   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Deborah C. Hopkins   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Jane H. Lute   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Michael R. McCarthy   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Jose H. Villarreal   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Elect Director Christopher J. Williams   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Union Pacific Corporation   UNP   907818108   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Shellye Archambeau   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Roxanne Austin   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Mark Bertolini   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Melanie Healey   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Laxman Narasimhan   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Clarence Otis, Jr.   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Daniel Schulman   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Rodney Slater   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Carol Tome   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Hans Vestberg   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Elect Director Gregory Weaver   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Report on Charitable Contributions   Shareholder   Against   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Amend Senior Executive Compensation Clawback Policy   Shareholder   Against   No
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
Verizon Communications Inc.   VZ   92343V104   05/12/2022    Report on Operations in Communist China   Shareholder   Against   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director Annell R. Bay   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director John J. Christmann, IV   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director Juliet S. Ellis   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director Charles W. Hooper   Management   For   No


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APA Corporation   APA   03743Q108   05/13/2022    Elect Director Chansoo Joung   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director John E. Lowe   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director H. Lamar McKay   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director Amy H. Nelson   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director Daniel W. Rabun   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director Peter A. Ragauss   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Elect Director David L. Stover   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
APA Corporation   APA   03743Q108   05/13/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Sharon Y. Bowen   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Shantella E. Cooper   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Duriya M. Farooqui   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director The Right Hon. the Lord Hague of Richmond   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Mark F. Mulhern   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Thomas E. Noonan   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Caroline L. Silver   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Jeffrey C. Sprecher   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Judith A. Sprieser   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Elect Director Martha A. Tirinnanzi   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Approve Omnibus Stock Plan   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Approve Non-Employee Director Stock Option Plan   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20%   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   05/13/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10%   Shareholder   For   Yes
Vulcan Materials Company   VMC   929160109   05/13/2022    Elect Director Kathleen L. Quirk   Management   For   No
Vulcan Materials Company   VMC   929160109   05/13/2022    Elect Director David P. Steiner   Management   For   No
Vulcan Materials Company   VMC   929160109   05/13/2022    Elect Director Lee J. Styslinger, III   Management   For   No
Vulcan Materials Company   VMC   929160109   05/13/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

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Vulcan Materials Company   VMC   929160109   05/13/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Kevin J. McNamara   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Ron DeLyons   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Joel F. Gemunder   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Patrick P. Grace   Management   Against   Yes
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Christopher J. Heaney   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Thomas C. Hutton   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Andrea R. Lindell   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Thomas P. Rice   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director Donald E. Saunders   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Elect Director George J. Walsh, III   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Approve Omnibus Stock Plan   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Chemed Corporation   CHE   16359R103   05/16/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Wanda M. Austin   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Robert A. Bradway   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Brian J. Druker   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Robert A. Eckert   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Greg C. Garland   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Charles M. Holley, Jr.   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director S. Omar Ishrak   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Tyler Jacks   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Ellen J. Kullman   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Amy E. Miles   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director Ronald D. Sugar   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Elect Director R. Sanders Williams   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Amgen Inc.   AMGN   031162100   05/17/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director James H. Herbert, II   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Katherine August-deWilde   Management   For   No


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First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Frank J. Fahrenkopf, Jr.   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Boris Groysberg   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Sandra R. Hernandez   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Pamela J. Joyner   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Shilla Kim-Parker   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Reynold Levy   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director George G.C. Parker   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Elect Director Michael J. Roffler   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Ratify KPMG LLP as Auditors   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Amend Omnibus Stock Plan   Management   For   No
First Republic Bank   FRC   33616C100   05/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Linda B. Bammann   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Stephen B. Burke   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Todd A. Combs   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director James S. Crown   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director James Dimon   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Timothy P. Flynn   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Mellody Hobson   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Michael A. Neal   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Phebe N. Novakovic   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Elect Director Virginia M. Rometty   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Adopt Fossil Fuel Financing Policy Consistent with IEA’s Net Zero 2050 Scenario   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Require Independent Board Chair   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Disclose Director Skills and Qualifications Including Ideological Perspectives   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Amend Certificate of Incorporation to Become a Public Benefit Corporation   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   46625H100   05/17/2022    Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments   Shareholder   For   Yes
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director H. Eric Bolton, Jr.   Management   For   No


Issuer Name

 

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Vote Against Mgmt

Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Alan B. Graf, Jr.   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Toni Jennings   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Edith Kelly-Green   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director James K. Lowder   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Thomas H. Lowder   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Monica McGurk   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Claude B. Nielsen   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Philip W. Norwood   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director W. Reid Sanders   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director Gary Shorb   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Elect Director David P. Stockert   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   59522J103   05/17/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Pamela M. Arway   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director James W. Brown   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Michele G. Buck   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Victor L. Crawford   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Robert M. Dutkowsky   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Mary Kay Haben   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director James C. Katzman   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director M. Diane Koken   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Robert M. Malcolm   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Anthony J. Palmer   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Juan R. Perez   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Elect Director Wendy L. Schoppert   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Hershey Company   HSY   427866108   05/17/2022    Report on Eradication of Child Labor in Cocoa Production   Shareholder   For   Yes
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director John E. Caldwell   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Nora M. Denzel   Management   For   No


Issuer Name

 

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Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Mark Durcan   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Michael P. Gregoire   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Joseph A. Householder   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director John W. Marren   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Jon A. Olson   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Lisa T. Su   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Abhi Y. Talwalkar   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Elect Director Elizabeth W. Vanderslice   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Advanced Micro Devices, Inc.   AMD   007903107   05/18/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Thomas A. Bartlett   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Kelly C. Chambliss   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Teresa H. Clarke   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Raymond P. Dolan   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Kenneth R. Frank   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Robert D. Hormats   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Grace D. Lieblein   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Craig Macnab   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director JoAnn A. Reed   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Pamela D.A. Reeve   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director David E. Sharbutt   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Bruce L. Tanner   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Elect Director Samme L. Thompson   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
American Tower Corporation   AMT   03027X100   05/18/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Sherry A. Aaholm   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director David S. Congdon   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director John R. Congdon, Jr.   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Bradley R. Gabosch   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Greg C. Gantt   Management   For   No


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Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Patrick D. Hanley   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director John D. Kasarda   Management   Withhold   Yes
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Wendy T. Stallings   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Thomas A. Stith, III   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director Leo H. Suggs   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Elect Director D. Michael Wray   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   679580100   05/18/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Marc N. Casper   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Nelson J. Chai   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Ruby R. Chandy   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director C. Martin Harris   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Tyler Jacks   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director R. Alexandra Keith   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Jim P. Manzi   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director James C. Mullen   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Lars R. Sorensen   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Debora L. Spar   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Scott M. Sperling   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Elect Director Dion J. Weisler   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Thermo Fisher Scientific Inc.   TMO   883556102   05/18/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   929740108   05/18/2022    Elect Director William E. Kassling   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   929740108   05/18/2022    Elect Director Albert J. Neupaver   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   929740108   05/18/2022    Elect Director Ann R. Klee   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   929740108   05/18/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   929740108   05/18/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Ian L.T. Clarke   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Marjorie M. Connelly   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director R. Matt Davis   Management   For   No


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Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director William F. Gifford, Jr.   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Debra J. Kelly-Ennis   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director W. Leo Kiely, III   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Kathryn B. McQuade   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director George Munoz   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Nabil Y. Sakkab   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Virginia E. Shanks   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director Ellen R. Strahlman   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Elect Director M. Max Yzaguirre   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Altria Group, Inc.   MO   02209S103   05/19/2022    Report on Third-Party Civil Rights Audit   Shareholder   For   Yes
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Glyn F. Aeppel   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Terry S. Brown   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Alan B. Buckelew   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Ronald L. Havner, Jr.   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Stephen P. Hills   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Christopher B. Howard   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Richard J. Lieb   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Nnenna Lynch   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Timothy J. Naughton   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Benjamin W. Schall   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director Susan Swanezy   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Elect Director W. Edward Walter   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AvalonBay Communities, Inc.   AVB   053484101   05/19/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Virginia C. Addicott   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director James A. Bell   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Lynda M. Clarizio   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Paul J. Finnegan   Management   For   No


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CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Anthony R. Foxx   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Christine A. Leahy   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Sanjay Mehrotra   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director David W. Nelms   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Joseph R. Swedish   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Elect Director Donna F. Zarcone   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
CDW Corporation   CDW   12514G108   05/19/2022    Provide Right to Act by Written Consent   Shareholder   Against   No
Chubb Limited   CB   H1467J104   05/19/2022    Accept Financial Statements and Statutory Reports   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Allocate Disposable Profit   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Approve Discharge of Board of Directors   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Ratify BDO AG (Zurich) as Special Audit Firm   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Evan G. Greenberg   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Michael P. Connors   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Michael G. Atieh   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Kathy Bonanno   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Sheila P. Burke   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Mary Cirillo   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Robert J. Hugin   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Robert W. Scully   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Theodore E. Shasta   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director David H. Sidwell   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Olivier Steimer   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Luis Tellez   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Director Frances F. Townsend   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Evan G. Greenberg as Board Chairman   Management   Against   Yes


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Chubb Limited   CB   H1467J104   05/19/2022    Elect Michael P. Connors as Member of the Compensation Committee   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Mary Cirillo as Member of the Compensation Committee   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Elect Frances F. Townsend as Member of the Compensation Committee   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Designate Homburger AG as Independent Proxy   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Approve Creation of Authorized Capital With or Without Preemptive Rights   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Approve Remuneration of Directors in the Amount of USD 4.8 Million   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Chubb Limited   CB   H1467J104   05/19/2022    Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies   Shareholder   Against   No
Chubb Limited   CB   H1467J104   05/19/2022    Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing   Shareholder   For   Yes
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Joseph Anderson   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Leslie Brown   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Steve Downing   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Gary Goode   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director James Hollars   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Richard Schaum   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Kathleen Starkoff   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Brian Walker   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Elect Director Ling Zang   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Gentex Corporation   GNTX   371901109   05/19/2022    Approve Qualified Employee Stock Purchase Plan   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Odette C. Bolano   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Thomas E. Carlile   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Richard J. Dahl   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Annette G. Elg   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Lisa A. Grow   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Ronald W. Jibson   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Judith A. Johansen   Management   For   No


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IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Dennis L. Johnson   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Jeff C. Kinneeveauk   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Richard J. Navarro   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Elect Director Mark T. Peters   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
IDACORP, Inc.   IDA   451107106   05/19/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Nancy Fletcher   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director John E. Koerner, III   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Marshall A. Loeb   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Stephen P. Mumblow   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Thomas V. Reifenheiser   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Anna Reilly   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Kevin P. Reilly, Jr.   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Wendell Reilly   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Elect Director Elizabeth Thompson   Management   For   No
Lamar Advertising Company   LAMR   512816109   05/19/2022    Ratify KPMG LLP as Auditors   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Gerard J. Arpey   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Ari Bousbib   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Jeffery H. Boyd   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Gregory D. Brenneman   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director J. Frank Brown   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Albert P. Carey   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Edward P. Decker   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Linda R. Gooden   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Wayne M. Hewett   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Manuel Kadre   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Stephanie C. Linnartz   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Craig A. Menear   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Paula Santilli   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Elect Director Caryn Seidman-Becker   Management   For   No


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The Home Depot, Inc.   HD   437076102   05/19/2022    Ratify KPMG LLP as Auditors   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Amend Omnibus Stock Plan   Management   For   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Require Independent Board Chair   Shareholder   Against   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   05/19/2022    Report on Steps to Improve Gender and Racial Equity on the Board   Shareholder   Against   No
The Home Depot, Inc.   HD   437076102   05/19/2022    Report on Efforts to Eliminate Deforestation in Supply Chain   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   05/19/2022    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
The Western Union Company   WU   959802109   05/19/2022    Elect Director Martin I. Cole   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Richard A. Goodman   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Betsy D. Holden   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Jeffrey A. Joerres   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Devin B. McGranahan   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Michael A. Miles, Jr.   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Timothy P. Murphy   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Joyce A. Phillips   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Jan Siegmund   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Angela A. Sun   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Elect Director Solomon D. Trujillo   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Western Union Company   WU   959802109   05/19/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Vincent K. McMahon   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Nick Khan   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Stephanie McMahon Levesque   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Paul “Triple H” Levesque   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Steve Koonin   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Ignace Lahoud   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Erika Nardini   Management   For   No


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World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Steve Pamon   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Connor Schell   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Man Jit Singh   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Jeffrey R. Speed   Management   Withhold   Yes
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Elect Director Alan M. Wexler   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
World Wrestling Entertainment, Inc.   WWE   98156Q108   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Paget L. Alves   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Keith Barr   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Christopher M. Connor   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Brian C. Cornell   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Tanya L. Domier   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director David W. Gibbs   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Mirian M. Graddick-Weir   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Lauren R. Hobart   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Thomas C. Nelson   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director P. Justin Skala   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Elane B. Stock   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Elect Director Annie Young-Scrivner   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Ratify KPMG LLP as Auditors   Management   For   No
YUM! Brands, Inc.   YUM   988498101   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Elect Director Paul M. Bisaro   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Elect Director Frank A. D’Amelio   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Elect Director Michael B. McCallister   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Amend Omnibus Stock Plan   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Ratify KPMG LLP as Auditors   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Eliminate Supermajority Vote Requirements   Management   For   No
Zoetis Inc.   ZTS   98978V103   05/19/2022    Declassify the Board of Directors   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Douglas M. Baker, Jr.   Management   For   No


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Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Mary Ellen Coe   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Pamela J. Craig   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Robert M. Davis   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Kenneth C. Frazier   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Thomas H. Glocer   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Risa J. Lavizzo-Mourey   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Stephen L. Mayo   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Paul B. Rothman   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Patricia F. Russo   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Christine E. Seidman   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Inge G. Thulin   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Kathy J. Warden   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Elect Director Peter C. Wendell   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Require Independent Board Chair   Shareholder   Against   No
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Report on Access to COVID-19 Products   Shareholder   For   Yes
Merck & Co., Inc.   MRK   58933Y105   05/24/2022    Report on Lobbying Payments and Policy   Shareholder   Against   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Donald E. Brown   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Kermit R. Crawford   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Richard T. Hume   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Margaret M. Keane   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Siddharth N. (Bobby) Mehta   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Jacques P. Perold   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Andrea Redmond   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Gregg M. Sherrill   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Judith A. Sprieser   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Perry M. Traquina   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Elect Director Thomas J. Wilson   Management   For   No
The Allstate Corporation   ALL   020002101   05/24/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


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Vote Instruction

 

Vote Against Mgmt

The Allstate Corporation   ALL   020002101   05/24/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Jeffrey P. Bezos   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Andrew R. Jassy   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Keith B. Alexander   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Edith W. Cooper   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Jamie S. Gorelick   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Daniel P. Huttenlocher   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Judith A. McGrath   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Indra K. Nooyi   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Jonathan J. Rubinstein   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Patricia Q. Stonesifer   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Elect Director Wendell P. Weeks   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Approve 20:1 Stock Split   Management   For   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Retirement Plan Options Aligned with Company Climate Goals   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Commission Third Party Report Assessing Company’s Human Rights Due Diligence Process   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Efforts to Reduce Plastic Use   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Worker Health and Safety Disparities   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Risks Associated with Use of Concealment Clauses   Shareholder   Against   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Charitable Contributions   Shareholder   Against   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Publish a Tax Transparency Report   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Protecting the Rights of Freedom of Association and Collective Bargaining   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Require More Director Nominations Than Open Seats   Shareholder   Against   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Commission a Third Party Audit on Working Conditions   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Report on Median Gender/Racial Pay Gap   Shareholder   Against   No
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Oversee and Report a Racial Equity Audit *Withdrawn Resolution*   Shareholder    
Amazon.com, Inc.   AMZN   023135106   05/25/2022    Commission Third Party Study and Report on Risks Associated with Use of Rekognition   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Bader M. Alsaad   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Pamela Daley   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Laurence D. Fink   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Beth Ford   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director William E. Ford   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Fabrizio Freda   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Murry S. Gerber   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Margaret “Peggy” L. Johnson   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Robert S. Kapito   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Cheryl D. Mills   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Gordon M. Nixon   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Kristin C. Peck   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Charles H. Robbins   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Marco Antonio Slim Domit   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Hans E. Vestberg   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Susan L. Wagner   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Elect Director Mark Wilson   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Ratify Deloitte LLP as Auditors   Management   For   No
BlackRock, Inc.   BLK   09247X101   05/25/2022    Adopt Policies to Curtail Corporate Activities that Externalize Social and Environmental Costs   Shareholder   Against   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Wanda M. Austin   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director John B. Frank   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Alice P. Gast   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Enrique Hernandez, Jr.   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Marillyn A. Hewson   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Jon M. Huntsman Jr.   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Charles W. Moorman   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Dambisa F. Moyo   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Debra Reed-Klages   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Ronald D. Sugar   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Chevron Corporation   CVX   166764100   05/25/2022    Elect Director D. James Umpleby, III   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Elect Director Michael K. Wirth   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Chevron Corporation   CVX   166764100   05/25/2022    Approve Omnibus Stock Plan   Management   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Adopt Medium and Long-Term GHG Emissions Reduction Targets   Shareholder   For   Yes
Chevron Corporation   CVX   166764100   05/25/2022    Issue Audited Net-Zero Scenario Analysis Report   Shareholder   For   Yes
Chevron Corporation   CVX   166764100   05/25/2022    Oversee and Report on Reliability of Methane Emission Disclosures   Shareholder   For   No
Chevron Corporation   CVX   166764100   05/25/2022    Report on Business with Conflict-Complicit Governments   Shareholder   For   Yes
Chevron Corporation   CVX   166764100   05/25/2022    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Chevron Corporation   CVX   166764100   05/25/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Kenneth M. Woolley   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Joseph D. Margolis   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Roger B. Porter   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Joseph J. Bonner   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Gary L. Crittenden   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Spencer F. Kirk   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Dennis J. Letham   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Diane Olmstead   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Elect Director Julia Vander Ploeg   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Extra Space Storage Inc.   EXR   30225T102   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Michael J. Angelakis   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Susan K. Avery   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Angela F. Braly   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Ursula M. Burns   Management   Against   Yes
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Gregory J. Goff   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Kaisa H. Hietala   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Joseph L. Hooley   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Steven A. Kandarian   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Alexander A. Karsner   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Jeffrey W. Ubben   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Elect Director Darren W. Woods   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Remove Executive Perquisites   Shareholder   Abstain   Yes
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Amend Bylaws to Limit Shareholder Rights for Proposal Submission   Shareholder   Against   No
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal   Shareholder   Abstain   Yes
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Report on Low Carbon Business Planning   Shareholder   For   Yes
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Report on Scenario Analysis Consistent with International Energy Agency’s Net Zero by 2050   Shareholder   For   Yes
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Report on Reducing Plastic Pollution   Shareholder   For   Yes
Exxon Mobil Corporation   XOM   30231G102   05/25/2022    Report on Political Contributions and Expenditures   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Peggy Alford   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Marc L. Andreessen   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Andrew W. Houston   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Nancy Killefer   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Robert M. Kimmitt   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Sheryl K. Sandberg   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Tracey T. Travis   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Tony Xu   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Elect Director Mark Zuckerberg   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Require Independent Board Chair   Shareholder   Against   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on Risks Associated with Use of Concealment Clauses   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on External Costs of Misinformation and Impact on Diversified Shareholders   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on Community Standards Enforcement   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on User Risk and Advisory Vote on Metaverse Project   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Publish Third Party Human Rights Impact Assessment   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on Child Sexual Exploitation Online   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Commission a Workplace Non-Discrimination Audit   Shareholder   Against   No
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Commission Assessment of Audit and Risk Oversight Committee   Shareholder   For   Yes
Meta Platforms, Inc.   FB   30303M102   05/25/2022    Report on Charitable Contributions   Shareholder   Against   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Janaki Akella   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Henry A. Clark, III   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Anthony F. Earley, Jr.   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Thomas A. Fanning   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director David J. Grain   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Colette D. Honorable   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Donald M. James   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director John D. Johns   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Dale E. Klein   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Ernest J. Moniz   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director William G. Smith, Jr.   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director Kristine L. Svinicki   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Elect Director E. Jenner Wood, III   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
The Southern Company   SO   842587107   05/25/2022    Adopt Simple Majority Vote   Shareholder   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Alan L. Beller   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Janet M. Dolan   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Patricia L. Higgins   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director William J. Kane   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Thomas B. Leonardi   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Clarence Otis, Jr.   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Elizabeth E. Robinson   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Philip T. (Pete) Ruegger, III   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Rafael Santana   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

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Proponent

 

Vote Instruction

 

Vote Against Mgmt

The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Todd C. Schermerhorn   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Alan D. Schnitzer   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Laurie J. Thomsen   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Elect Director Bridget van Kralingen   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Ratify KPMG LLP as Auditors   Management   For   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting   Shareholder   For   Yes
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Adopt Underwriting Policies in Alignment with IEA’s Net Zero 2050 Scenario   Shareholder   Against   No
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
The Travelers Companies, Inc.   TRV   89417E109   05/25/2022    Ensure Policies Do No Support Police Violations of Civil Rights   Shareholder   Against   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Elect Director Jeffrey Dailey   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Elect Director Constantine P. Iordanou   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Elect Director Wendy Lane   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Elect Director Lee M. Shavel   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Elect Director Kimberly S. Stevenson   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Declassify the Board of Directors   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Verisk Analytics, Inc.   VRSK   92345Y106   05/25/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Amy G. Brady   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Edward D. Breen   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Ruby R. Chandy   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Terrence R. Curtin   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Alexander M. Cutler   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Eleuthere I. du Pont   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Kristina M. Johnson   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Luther C. Kissam   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Frederick M. Lowery   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Raymond J. Milchovich   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Deanna M. Mulligan   Management   For   No


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Vote Against Mgmt

DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Elect Director Steven M. Sterin   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
DuPont de Nemours, Inc.   DD   26614N102   05/26/2022    Require Independent Board Chair   Shareholder   Against   No
HNI Corporation   HNI   404251100   05/26/2022    Elect Director Jeffrey D. Lorenger   Management   For   No
HNI Corporation   HNI   404251100   05/26/2022    Elect Director Larry B. Porcellato   Management   For   No
HNI Corporation   HNI   404251100   05/26/2022    Elect Director Abbie J. Smith   Management   For   No
HNI Corporation   HNI   404251100   05/26/2022    Ratify KPMG LLP as Auditors   Management   For   No
HNI Corporation   HNI   404251100   05/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Proxy (White Proxy Card)   Management    
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Lloyd Dean   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Robert Eckert   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Catherine Engelbert   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Margaret Georgiadis   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Enrique Hernandez, Jr.   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Christopher Kempczinski   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Richard Lenny   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director John Mulligan   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Sheila Penrose   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director John Rogers, Jr.   Management   Withhold   Yes
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Paul Walsh   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Miles White   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Efforts to Reduce Plastic Use   Shareholder   For   Yes
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Public Health Costs of Antibiotic Use and Impact on Diversified Shareholders   Shareholder   For   Yes
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Use of Gestation Stalls in Pork Supply Chain   Shareholder   For   Yes
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Third-Party Civil Rights Audit   Shareholder   For   Yes
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

McDonald’s Corporation   MCD   580135101   05/26/2022    Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   For   Yes
McDonald’s Corporation   MCD   580135101   05/26/2022    Dissident Proxy (Gold Proxy Card)   Management    
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Leslie Samuelrich   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Elect Director Maisie Lucia Ganzler   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Lloyd Dean   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Robert Eckert   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Catherine Engelbert   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Margaret Georgiadis   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Enrique Hernandez, Jr.   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Christopher Kempczinski   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee John Mulligan   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee John Rogers, Jr.   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Paul Walsh   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Management Nominee Miles White   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Ratify Ernst & Young LLP as Auditors   Management   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Efforts to Reduce Plastic Use   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Public Health Costs of Antibiotic Use and Impact on Diversified Shareholders   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Use of Gestation Stalls in Pork Supply Chain   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Third-Party Civil Rights Audit   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Report on Lobbying Payments and Policy   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   580135101   05/26/2022    Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Do Not Vote   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director D. James Bidzos   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Courtney D. Armstrong   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Yehuda Ari Buchalter   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Kathleen A. Cote   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Thomas F. Frist, III   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Jamie S. Gorelick   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Roger H. Moore   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

VeriSign, Inc.   VRSN   92343E102   05/26/2022    Elect Director Timothy Tomlinson   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Ratify KPMG LLP as Auditors   Management   For   No
VeriSign, Inc.   VRSN   92343E102   05/26/2022    Eliminate Holding Period for Shareholders to Call Special Meeting   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Raul Alvarez   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director David H. Batchelder   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Sandra B. Cochran   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Laurie Z. Douglas   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Richard W. Dreiling   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Marvin R. Ellison   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Daniel J. Heinrich   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Brian C. Rogers   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Bertram L. Scott   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Colleen Taylor   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Elect Director Mary Beth West   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Amend Omnibus Stock Plan   Management   For   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Report on Median Gender/Racial Pay Gap   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Amend Proxy Access Right   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Report on Risks of State Policies Restricting Reproductive Health Care   Shareholder   For   Yes
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Commission a Civil Rights and Non-Discrimination Audit   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   548661107   05/27/2022    Report on Risks from Company Vendors that Misclassify Employees as Independent Contractors   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Larry Page   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Sergey Brin   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Sundar Pichai   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director John L. Hennessy   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Frances H. Arnold   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director L. John Doerr   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Roger W. Ferguson, Jr.   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Ann Mather   Management   Against   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director K. Ram Shriram   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Elect Director Robin L. Washington   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Amend Omnibus Stock Plan   Management   Against   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Increase Authorized Common Stock   Management   For   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Climate Lobbying   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Physical Risks of Climate Change   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Metrics and Efforts to Reduce Water Related Risk   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Oversee and Report a Third-Party Racial Equity Audit   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Risks Associated with Use of Concealment Clauses   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Government Takedown Requests   Shareholder   Against   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Risks of Doing Business in Countries with Significant Human Rights Concerns   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Managing Risks Related to Data Collection, Privacy and Security   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Disclose More Quantitative and Qualitative Information on Algorithmic Systems   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Commission Third Party Assessment of Company’s Management of Misinformation and Disinformation Across Platforms   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on External Costs of Misinformation and Impact on Diversified Shareholders   Shareholder   Against   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Steps to Improve Racial and Gender Board Diversity   Shareholder   Against   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Establish an Environmental Sustainability Board Committee   Shareholder   For   Yes
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   Against   No
Alphabet Inc.   GOOGL   02079K305   06/01/2022    Report on Policies Regarding Military and Militarized Policing Agencies   Shareholder   Against   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Kenneth J. Bacon   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Madeline S. Bell   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Edward D. Breen   Management   Withhold   Yes
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Gerald L. Hassell   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Jeffrey A. Honickman   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Maritza G. Montiel   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Asuka Nakahara   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director David C. Novak   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Elect Director Brian L. Roberts   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Report on Charitable Contributions   Shareholder   Against   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Comcast Corporation   CMCSA   20030N101   06/01/2022    Report on Omitting Viewpoint and Ideology from EEO Policy   Shareholder   Against   No
Comcast Corporation   CMCSA   20030N101   06/01/2022    Conduct Audit and Report on Effectiveness of Sexual Harassment Policies   Shareholder   For   Yes
Comcast Corporation   CMCSA   20030N101   06/01/2022    Report on Retirement Plan Options Aligned with Company Climate Goals   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Cesar Conde   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Timothy P. Flynn   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Sarah J. Friar   Management   Against   Yes
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Carla A. Harris   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Thomas W. Horton   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Marissa A. Mayer   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director C. Douglas McMillon   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Gregory B. Penner   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Randall L. Stephenson   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director S. Robson Walton   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Elect Director Steuart L. Walton   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Walmart Inc.   WMT   931142103   06/01/2022    Report on Animal Welfare Policies and Practices in Food Supply Chain   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   06/01/2022    Create a Pandemic Workforce Advisory Council   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   06/01/2022    Report on Impacts of Restrictive Reproductive Healthcare Legislation   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   06/01/2022    Report on Alignment of Racial Justice Goals and Starting Wages   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   06/01/2022    Report on a Civil Rights and Non-Discrimination Audit   Shareholder   Against   No
Walmart Inc.   WMT   931142103   06/01/2022    Report on Charitable Contributions   Shareholder   Against   No
Walmart Inc.   WMT   931142103   06/01/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director Laura Alber   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director Esi Eggleston Bracey   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director Scott Dahnke   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director Anne Finucane   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director Paula Pretlow   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director William Ready   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Elect Director Frits van Paasschen   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Williams-Sonoma, Inc.   WSM   969904101   06/01/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Robert K. Burgess   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Tench Coxe   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director John O. Dabiri   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Persis S. Drell   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Jen-Hsun Huang   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Dawn Hudson   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Harvey C. Jones   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Michael G. McCaffery   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Stephen C. Neal   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Mark L. Perry   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director A. Brooke Seawell   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Aarti Shah   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Elect Director Mark A. Stevens   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Increase Authorized Common Stock   Management   For   No
NVIDIA Corporation   NVDA   67066G104   06/02/2022    Amend Omnibus Stock Plan   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director David A. Blau   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Eddy W. Hartenstein   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Robin P. Hickenlooper   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director James P. Holden   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Gregory B. Maffei   Management   Withhold   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Evan D. Malone   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director James E. Meyer   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Jonelle Procope   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Michael Rapino   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Kristina M. Salen   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Carl E. Vogel   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director Jennifer C. Witz   Management   For   No
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Elect Director David M. Zaslav   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   82968B103   06/02/2022    Ratify KPMG LLP as Auditors   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director Timothy P. Flynn   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director Paul R. Garcia   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director Stephen J. Hemsley   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director Michele J. Hooper   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director F. William McNabb, III   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director Valerie C. Montgomery Rice   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director John H. Noseworthy   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Elect Director Andrew Witty   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
UnitedHealth Group Incorporated   UNH   91324P102   06/06/2022    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
Organon & Co.   OGN   68622V106   06/07/2022    Elect Director Robert A. Essner   Management   For   No
Organon & Co.   OGN   68622V106   06/07/2022    Elect Director Shelly Lazarus   Management   For   No
Organon & Co.   OGN   68622V106   06/07/2022    Elect Director Cynthia M. Patton   Management   For   No
Organon & Co.   OGN   68622V106   06/07/2022    Elect Director Grace Puma   Management   For   No
Organon & Co.   OGN   68622V106   06/07/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Organon & Co.   OGN   68622V106   06/07/2022    Advisory Vote on Say on Pay Frequency   Management   One Year   No
Organon & Co.   OGN   68622V106   06/07/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Kelly A. Ayotte   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director David L. Calhoun   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Daniel M. Dickinson   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Gerald Johnson   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director David W. MacLennan   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Debra L. Reed-Klages   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Edward B. Rust, Jr.   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Susan C. Schwab   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director D. James Umpleby, III   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Elect Director Rayford Wilkins, Jr.   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Ratify PricewaterhouseCoopers as Auditors   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Report on Long-Term Greenhouse Gas Targets Aligned with Paris Agreement   Shareholder   For   No
Caterpillar Inc.   CAT   149123101   06/08/2022    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Caterpillar Inc.   CAT   149123101   06/08/2022    Report on Risks of Doing Business in Conflict-Affected Areas   Shareholder   For   Yes
Caterpillar Inc.   CAT   149123101   06/08/2022    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Elect Director Kenneth S. Booth   Management   For   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Elect Director Glenda J. Flanagan   Management   For   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Elect Director Vinayak R. Hegde   Management   For   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Elect Director Thomas N. Tryforos   Management   For   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Elect Director Scott J. Vassalluzzo   Management   For   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Credit Acceptance Corporation   CACC   225310101   06/08/2022    Ratify Grant Thornton LLP as Auditors   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Barbara M. Baumann   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director John E. Bethancourt   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Ann G. Fox   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director David A. Hager   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Kelt Kindick   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director John Krenicki, Jr.   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Karl F. Kurz   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Robert A. Mosbacher, Jr.   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Richard E. Muncrief   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Duane C. Radtke   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Elect Director Valerie M. Williams   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Ratify KPMG LLP as Auditors   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Devon Energy Corporation   DVN   25179M103   06/08/2022    Approve Omnibus Stock Plan   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director David P. Abney   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Douglas M. Baker, Jr.   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director George S. Barrett   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Gail K. Boudreaux   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Brian C. Cornell   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Robert L. Edwards   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Melanie L. Healey   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Donald R. Knauss   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Christine A. Leahy   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Monica C. Lozano   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Derica W. Rice   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Elect Director Dmitri L. Stockton   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Target Corporation   TGT   87612E106   06/08/2022    Amend Proxy Access Right   Shareholder   Against   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Dame Inga Beale   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Fumbi Chima   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Michael Hammond   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Carl Hess   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Brendan O’Neill   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Linda Rabbitt   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Paul Reilly   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Michelle Swanback   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Elect Director Paul Thomas   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    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   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Renew the Board’s Authority to Issue Shares Under Irish Law   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Approve Reduction and Cancellation of Share Premium Account   Management   For   No
Willis Towers Watson Public Limited Company   WTW   G96629103   06/08/2022    Amend Omnibus Stock Plan   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   75886F107   06/10/2022    Elect Director Bonnie L. Bassler   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   75886F107   06/10/2022    Elect Director Michael S. Brown   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   75886F107   06/10/2022    Elect Director Leonard S. Schleifer   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   75886F107   06/10/2022    Elect Director George D. Yancopoulos   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   75886F107   06/10/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   75886F107   06/10/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Shellye L. Archambeau   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Amy Woods Brinkley   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Irene M. Esteves   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director L. Neil Hunn   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Robert D. Johnson   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Thomas P. Joyce, Jr.   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Laura G. Thatcher   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Richard F. Wallman   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Elect Director Christopher Wright   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Roper Technologies, Inc.   ROP   776696106   06/15/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Elect Director W. Robert Berkley, Jr.   Management   For   No
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Elect Director Ronald E. Blaylock   Management   For   No
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Elect Director Mary C. Farrell   Management   For   No
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Elect Director Mark L. Shapiro   Management   For   No
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Increase Authorized Common Stock   Management   Against   Yes
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
W. R. Berkley Corporation   WRB   084423102   06/15/2022    Ratify KPMG LLP as Auditors   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Lester B. Knight   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Aon plc   AON   G0403H108   06/17/2022    Elect Director Gregory C. Case   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Jin-Yong Cai   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Jeffrey C. Campbell   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Fulvio Conti   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Cheryl A. Francis   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director J. Michael Losh   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Richard C. Notebaert   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Gloria Santona   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Byron O. Spruell   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Elect Director Carolyn Y. Woo   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Ratify Ernst & Young LLP as Auditors   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Ratify Ernst & Young Chartered Accountants as Statutory Auditor   Management   For   No
Aon plc   AON   G0403H108   06/17/2022    Authorize Board to Fix Remuneration of Auditors   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Merit E. Janow   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Candido Bracher   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Richard K. Davis   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Julius Genachowski   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Choon Phong Goh   Management   Against   Yes
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Oki Matsumoto   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Michael Miebach   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Youngme Moon   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Rima Qureshi   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Gabrielle Sulzberger   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Jackson Tai   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Harit Talwar   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Elect Director Lance Uggla   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Mgmt

Mastercard Incorporated   MA   57636Q104   06/21/2022    Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold   Shareholder   Against   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Report on Political Contributions   Shareholder   For   Yes
Mastercard Incorporated   MA   57636Q104   06/21/2022    Report on Charitable Contributions   Shareholder   Against   No
Mastercard Incorporated   MA   57636Q104   06/21/2022    Report on Risks Associated with Sale and Purchase of Ghost Guns   Shareholder   For   Yes
QIAGEN NV   QGEN   N72482123   06/23/2022    Annual Meeting Agenda   Management    
QIAGEN NV   QGEN   N72482123   06/23/2022    Adopt Financial Statements and Statutory Reports   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Approve Remuneration Report   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Approve Discharge of Management Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Approve Discharge of Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Metin Colpan to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Thomas Ebeling to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Toralf Haag to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Ross L. Levine to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Elaine Mardis to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Eva Pisa to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Lawrence A. Rosen to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Elect Elizabeth E. Tallett to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Reelect Thierry Bernard to Management Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Reelect Roland Sackers to Management Board   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Ratify KPMG Accountants N.V. as Auditors   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Grant Supervisory Board Authority to Issue Shares   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Authorize Supervisory Board to Exclude Preemptive Rights from Share Issuances   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Authorize Repurchase of Shares   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Approve Discretionary Rights for the Managing Board to Implement Capital Repayment by Means of Synthetic Share Repurchase   Management   For   No
QIAGEN NV   QGEN   N72482123   06/23/2022    Approve Cancellation of Shares   Management   For   No


State Farm Growth Fund

 

Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director John P. Bilbrey   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Darrell Cavens   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Joanne Crevoiserat   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director David Denton   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Hanneke Faber   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Anne Gates   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Thomas Greco   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Pamela Lifford   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Annabelle Yu Long   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Elect Director Ivan Menezes   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Tapestry, Inc.   TPR   11/03/2021   876030107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
NortonLifeLock Inc.   NLOK   11/04/2021   668771108    Issue Shares in Connection with Merger   Management   For   No
NortonLifeLock Inc.   NLOK   11/04/2021   668771108    Adjourn Meeting   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Carrie S. Cox   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Bruce L. Downey   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Sheri H. Edison   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director David C. Evans   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Patricia A. Hemingway Hall   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Akhil Johri   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Michael C. Kaufmann   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Gregory B. Kenny   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Nancy Killefer   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director Dean A. Scarborough   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Elect Director John H. Weiland   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Ratify Ernst & Young LLP as Auditors   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Approve Omnibus Stock Plan   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Management   For   No
Cardinal Health, Inc.   CAH   11/05/2021   14149Y108    Require Independent Board Chair   Shareholder   Against   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Peter Bisson   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Richard T. Clark   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Linnie M. Haynesworth   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director John P. Jones   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Francine S. Katsoudas   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Nazzic S. Keene   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Thomas J. Lynch   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Scott F. Powers   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director William J. Ready   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Carlos A. Rodriguez   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Elect Director Sandra S. Wijnberg   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Automatic Data Processing, Inc.   ADP   11/10/2021   053015103    Report on Workforce Engagement in Governance   Shareholder   Against   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Jeffrey S. Berg   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Michael J. Boskin   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Safra A. Catz   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Bruce R. Chizen   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director George H. Conrades   Management   Withhold   Yes
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Lawrence J. Ellison   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Rona A. Fairhead   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Jeffrey O. Henley   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Renee J. James   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Charles W. Moorman, IV   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Leon E. Panetta   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director William G. Parrett   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Naomi O. Seligman   Management   Withhold   Yes
Oracle Corporation   ORCL   11/10/2021   68389X105    Elect Director Vishal Sikka   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Oracle Corporation   ORCL   11/10/2021   68389X105    Amend Omnibus Stock Plan   Management   Against   Yes


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Oracle Corporation   ORCL   11/10/2021   68389X105    Ratify Ernst & Young LLP as Auditors   Management   For   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Report on Racial Equity Audit   Shareholder   For   Yes
Oracle Corporation   ORCL   11/10/2021   68389X105    Require Independent Board Chair   Shareholder   Against   No
Oracle Corporation   ORCL   11/10/2021   68389X105    Report on Political Contributions   Shareholder   For   Yes
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director David B. Foss   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Matthew C. Flanigan   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Thomas H. Wilson, Jr.   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Jacque R. Fiegel   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Thomas A. Wimsett   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Laura G. Kelly   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Shruti S. Miyashiro   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Wesley A. Brown   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Elect Director Curtis A. Campbell   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Jack Henry & Associates, Inc.   JKHY   11/16/2021   426281101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Royal Gold, Inc.   RGLD   11/17/2021   780287108    Elect Director William Heissenbuttel   Management   For   No
Royal Gold, Inc.   RGLD   11/17/2021   780287108    Elect Director Jamie Sokalsky   Management   For   No
Royal Gold, Inc.   RGLD   11/17/2021   780287108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Royal Gold, Inc.   RGLD   11/17/2021   780287108    Ratify Ernst & Young LLP as Auditors   Management   For   No
Donaldson Company, Inc.   DCI   11/19/2021   257651109    Elect Director Christopher M. Hilger   Management   For   No
Donaldson Company, Inc.   DCI   11/19/2021   257651109    Elect Director James J. Owens   Management   For   No
Donaldson Company, Inc.   DCI   11/19/2021   257651109    Elect Director Trudy A. Rautio   Management   For   No
Donaldson Company, Inc.   DCI   11/19/2021   257651109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Donaldson Company, Inc.   DCI   11/19/2021   257651109    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Reid G. Hoffman   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Hugh F. Johnston   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Teri L. List   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Satya Nadella   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Sandra E. Peterson   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Penny S. Pritzker   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Carlos A. Rodriguez   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Charles W. Scharf   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director John W. Stanton   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director John W. Thompson   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Emma N. Walmsley   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Elect Director Padmasree Warrior   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Approve Qualified Employee Stock Purchase Plan   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Report on Gender/Racial Pay Gap   Shareholder   Against   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Report on Effectiveness of Workplace Sexual Harassment Policies   Shareholder   For   Yes
Microsoft Corporation   MSFT   11/30/2021   594918104    Prohibit Sales of Facial Recognition Technology to All Government Entities   Shareholder   Against   No
Microsoft Corporation   MSFT   11/30/2021   594918104    Report on Implementation of the Fair Chance Business Pledge   Shareholder   For   Yes
Microsoft Corporation   MSFT   11/30/2021   594918104    Report on Lobbying Activities Alignment with Company Policies   Shareholder   For   Yes
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Willis J. Johnson   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director A. Jayson Adair   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Matt Blunt   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Steven D. Cohan   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Daniel J. Englander   Management   Against   Yes
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director James E. Meeks   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Thomas N. Tryforos   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Diane M. Morefield   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Stephen Fisher   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Cherylyn Harley LeBon   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Elect Director Carl D. Sparks   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Copart, Inc.   CPRT   12/03/2021   217204106    Ratify Ernst & Young LLP as Auditors   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director M. Michele Burns   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Wesley G. Bush   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Michael D. Capellas   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Mark Garrett   Management   Against   Yes
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director John D. Harris, II   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Kristina M. Johnson   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Roderick C. McGeary   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Charles H. Robbins   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Brenton L. Saunders   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Lisa T. Su   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Elect Director Marianna Tessel   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Cisco Systems, Inc.   CSCO   12/13/2021   17275R102    Amend Proxy Access Right   Shareholder   Against   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director Douglas H. Brooks   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director Linda A. Goodspeed   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director Earl G. Graves, Jr.   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director Enderson Guimaraes   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director D. Bryan Jordan   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director Gale V. King   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director George R. Mrkonic, Jr.   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director William C. Rhodes, III   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Elect Director Jill A. Soltau   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Ratify Ernst & Young LLP as Auditors   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AutoZone, Inc.   AZO   12/15/2021   053332102    Report on Annual Climate Transition   Shareholder   For   Yes
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Elect Director Barbara J. Duganier   Management   For   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Elect Director Tyler Glover   Management   For   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Elect Director Dana F. McGinnis   Management   For   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Advisory Vote on Say on Pay Frequency   Management   One Year   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Approve Omnibus Stock Plan   Management   For   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Approve Non-Employee Director Omnibus Stock Plan   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Texas Pacific Land Corp.   TPL   12/29/2021   88262P102    Declassify the Board of Directors   Shareholder   For   Yes
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Susan L. Decker   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Kenneth D. Denman   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Richard A. Galanti   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Hamilton E. James   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director W. Craig Jelinek   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Sally Jewell   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Charles T. Munger   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Jeffrey S. Raikes   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director John W. Stanton   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Elect Director Mary Agnes (Maggie) Wilderotter   Management   Against   Yes
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Ratify KPMG LLP as Auditors   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Report on Charitable Contributions   Shareholder   Against   No
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Report on GHG Emissions Reduction Targets   Shareholder   For   Yes
Costco Wholesale Corporation   COST   01/20/2022   22160K105    Report on Racial Justice and Food Equity   Shareholder   For   Yes
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Eve Burton   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Scott D. Cook   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Richard L. Dalzell   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Sasan K. Goodarzi   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Deborah Liu   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Tekedra Mawakana   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Suzanne Nora Johnson   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Dennis D. Powell   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Brad D. Smith   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Thomas Szkutak   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Raul Vazquez   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Elect Director Jeff Weiner   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Intuit Inc.   INTU   01/20/2022   461202103    Ratify Ernst & Young LLP as Auditors   Management   For   No
Intuit Inc.   INTU   01/20/2022   461202103    Amend Omnibus Stock Plan   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Lloyd A. Carney   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Mary B. Cranston   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Francisco Javier Fernandez-Carbajal   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Alfred F. Kelly, Jr.   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Ramon Laguarta   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director John F. Lundgren   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Robert W. Matschullat   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Denise M. Morrison   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Linda J. Rendle   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Elect Director Maynard G. Webb, Jr.   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Visa Inc.   V   01/25/2022   92826C839    Ratify KPMG LLP as Auditors   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Jaime Ardila   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Nancy McKinstry   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Beth E. Mooney   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Gilles C. Pelisson   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Paula A. Price   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Venkata (Murthy) Renduchintala   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Arun Sarin   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Julie Sweet   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Frank K. Tang   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Elect Director Tracey T. Travis   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Amend Omnibus Stock Plan   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Renew the Board’s Authority to Issue Shares Under Irish Law   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Authorize Board to Opt-Out of Statutory Pre-Emption Rights   Management   For   No
Accenture plc   ACN   01/26/2022   G1151C101    Determine Price Range for Reissuance of Treasury Shares   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Umpqua Holdings Corporation   UMPQ   01/26/2022   904214103    Approve Merger Agreement   Management   For   No
Umpqua Holdings Corporation   UMPQ   01/26/2022   904214103    Advisory Vote on Golden Parachutes   Management   Against   Yes
Umpqua Holdings Corporation   UMPQ   01/26/2022   904214103    Adjourn Meeting   Management   For   No
Emerson Electric Co.   EMR   02/01/2022   291011104    Elect Director Joshua B. Bolten   Management   For   No
Emerson Electric Co.   EMR   02/01/2022   291011104    Elect Director William H. Easter, III   Management   For   No
Emerson Electric Co.   EMR   02/01/2022   291011104    Elect Director Surendralal (Lal) L. Karsanbhai   Management   For   No
Emerson Electric Co.   EMR   02/01/2022   291011104    Elect Director Lori M. Lee   Management   For   No
Emerson Electric Co.   EMR   02/01/2022   291011104    Ratify KPMG LLP as Auditors   Management   For   No
Emerson Electric Co.   EMR   02/01/2022   291011104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director Charles I. Cogut   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director Lisa A. Davis   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director Seifollah (Seifi) Ghasemi   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director David H. Y. Ho   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director Edward L. Monser   Management   Against   Yes
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director Matthew H. Paull   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Elect Director Wayne T. Smith   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Air Products and Chemicals, Inc.   APD   02/03/2022   009158106    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Leanne G. Caret   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Tamra A. Erwin   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Alan C. Heuberger   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Charles O. Holliday, Jr.   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Michael O. Johanns   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Clayton M. Jones   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director John C. May   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Gregory R. Page   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Sherry M. Smith   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Dmitri L. Stockton   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Elect Director Sheila G. Talton   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Deere & Company   DE   02/23/2022   244199105    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Approve Non-Employee Director Restricted Stock Plan   Management   For   No
Deere & Company   DE   02/23/2022   244199105    Amend Governing Documents Regarding Requirements to Call for a Special Meeting   Shareholder   Against   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director James Bell   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Tim Cook   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Al Gore   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Alex Gorsky   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Andrea Jung   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Art Levinson   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Monica Lozano   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Ron Sugar   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Elect Director Sue Wagner   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Ratify Ernst & Young LLP as Auditors   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Approve Omnibus Stock Plan   Management   For   No
Apple Inc.   AAPL   03/04/2022   037833100    Amend Articles of Incorporation to become a Social Purpose Corporation   Shareholder   Against   No
Apple Inc.   AAPL   03/04/2022   037833100    Approve Revision of Transparency Reports   Shareholder   For   Yes
Apple Inc.   AAPL   03/04/2022   037833100    Report on Forced Labor   Shareholder   For   Yes
Apple Inc.   AAPL   03/04/2022   037833100    Report on Median Gender/Racial Pay Gap   Shareholder   Against   No
Apple Inc.   AAPL   03/04/2022   037833100    Report on Civil Rights Audit   Shareholder   For   Yes
Apple Inc.   AAPL   03/04/2022   037833100    Report on Concealment Clauses   Shareholder   For   Yes
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Sylvia Acevedo   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Cristiano R. Amon   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Mark Fields   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Jeffrey W. Henderson   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Gregory N. Johnson   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Ann M. Livermore   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Mark D. McLaughlin   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Jamie S. Miller   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Irene B. Rosenfeld   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Kornelis (Neil) Smit   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Jean-Pascal Tricoire   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Elect Director Anthony J. Vinciquerra   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
QUALCOMM Incorporated   QCOM   03/09/2022   747525103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Susan E. Arnold   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Mary T. Barra   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Safra A. Catz   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Amy L. Chang   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Robert A. Chapek   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Francis A. deSouza   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Michael B.G. Froman   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Maria Elena Lagomasino   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Calvin R. McDonald   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Mark G. Parker   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Elect Director Derica W. Rice   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Walt Disney Company   DIS   03/09/2022   254687106    Report on Lobbying Payments and Policy   Shareholder   For   Yes
The Walt Disney Company   DIS   03/09/2022   254687106    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
The Walt Disney Company   DIS   03/09/2022   254687106    Report on Human Rights Due Diligence   Shareholder   For   Yes
The Walt Disney Company   DIS   03/09/2022   254687106    Report on Gender/Racial Pay Gap   Shareholder   Against   No
The Walt Disney Company   DIS   03/09/2022   254687106    Report on Workplace Non-Discrimination Audit   Shareholder   Against   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Rani Borkar   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Judy Bruner   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Xun (Eric) Chen   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Aart J. de Geus   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Gary E. Dickerson   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Thomas J. Iannotti   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Alexander A. Karsner   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Adrianna C. Ma   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Yvonne McGill   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Elect Director Scott A. McGregor   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Ratify KPMG LLP as Auditors   Management   For   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Applied Materials, Inc.   AMAT   03/10/2022   038222105    Improve Executive Compensation Program and Policy   Shareholder   Against   No
Agilent Technologies, Inc.   A   03/16/2022   00846U101    Elect Director Hans E. Bishop   Management   For   No
Agilent Technologies, Inc.   A   03/16/2022   00846U101    Elect Director Otis W. Brawley   Management   For   No
Agilent Technologies, Inc.   A   03/16/2022   00846U101    Elect Director Mikael Dolsten   Management   For   No
Agilent Technologies, Inc.   A   03/16/2022   00846U101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Agilent Technologies, Inc.   A   03/16/2022   00846U101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Agilent Technologies, Inc.   A   03/16/2022   00846U101    Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold   Shareholder   For   Yes
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Richard E. Allison, Jr.   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Andrew Campion   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Mary N. Dillon   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Isabel Ge Mahe   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Mellody Hobson   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Kevin R. Johnson   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Jorgen Vig Knudstorp   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Satya Nadella   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Joshua Cooper Ramo   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Clara Shih   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Elect Director Javier G. Teruel   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Amend Omnibus Stock Plan   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Starbucks Corporation   SBUX   03/16/2022   855244109    Report on Prevention of Harassment and Discrimination in the Workplace   Shareholder   For   Yes
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Diane M. Bryant   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Gayla J. Delly   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

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Vote Instruction

 

Vote Against Management

Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Raul J. Fernandez   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Eddy W. Hartenstein   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Check Kian Low   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Justine F. Page   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Henry Samueli   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Hock E. Tan   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Elect Director Harry L. You   Management   Against   Yes
Broadcom Inc.   AVGO   04/04/2022   11135F101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Broadcom Inc.   AVGO   04/04/2022   11135F101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Meeting for ADR Holders   Management    
Rio Tinto Plc   RIO   04/08/2022   G75754104    Accept Financial Statements and Statutory Reports   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Approve Remuneration Report for UK Law Purposes   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Approve Remuneration Report for Australian Law Purposes   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Elect Dominic Barton as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Elect Peter Cunningham as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Elect Ben Wyatt as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Megan Clark as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Simon Henry as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Sam Laidlaw as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Simon McKeon as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Jennifer Nason as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Jakob Stausholm as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Re-elect Ngaire Woods as Director   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Reappoint KPMG LLP as Auditors   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Authorise the Audit Committee to Fix Remuneration of Auditors   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Authorise UK Political Donations and Expenditure   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Approve Climate Action Plan   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Authorise Issue of Equity   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Authorise Issue of Equity without Pre-emptive Rights   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Authorise Market Purchase of Ordinary Shares   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Rio Tinto Plc   RIO   04/08/2022   G75754104    Authorise the Company to Call General Meeting with Two Weeks’ Notice   Management   For   No
Rio Tinto Plc   RIO   04/08/2022   G75754104    Approve the Spill Resolution   Management   Against   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Elect Director John P. Connaughton   Management   For   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Elect Director John G. Danhakl   Management   For   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Elect Director James A. Fasano   Management   For   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Elect Director Leslie Wims Morris   Management   For   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Declassify the Board of Directors   Management   For   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Require a Majority Vote for the Election of Directors   Shareholder   For   Yes
IQVIA Holdings Inc.   IQV   04/12/2022   46266C105    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Amy Banse   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Brett Biggs   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Melanie Boulden   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Frank Calderoni   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Laura Desmond   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Shantanu Narayen   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Spencer Neumann   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Kathleen Oberg   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Dheeraj Pandey   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director David Ricks   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director Daniel Rosensweig   Management   Against   Yes
Adobe Inc.   ADBE   04/14/2022   00724F101    Elect Director John Warnock   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Ratify KPMG LLP as Auditors   Management   For   No
Adobe Inc.   ADBE   04/14/2022   00724F101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Samuel R. Allen   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Gaurdie Banister, Jr.   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Wesley G. Bush   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Richard K. Davis   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Jerri DeVard   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Debra L. Dial   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Dow Inc.   DOW   04/14/2022   260557103    Elect Director Jeff M. Fettig   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Jim Fitterling   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Jacqueline C. Hinman   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Luis Alberto Moreno   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Jill S. Wyant   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Elect Director Daniel W. Yohannes   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Dow Inc.   DOW   04/14/2022   260557103    Require Independent Board Chair   Shareholder   Against   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Aida M. Alvarez   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Shumeet Banerji   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Robert R. Bennett   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Charles “Chip” V. Bergh   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Bruce Broussard   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Stacy Brown-Philpot   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Stephanie A. Burns   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Mary Anne Citrino   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Richard L. Clemmer   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Enrique J. Lores   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Judith “Jami” Miscik   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Kim K.W. Rucker   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Elect Director Subra Suresh   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Ratify Ernst & Young LLP as Auditors   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Amend Omnibus Stock Plan   Management   For   No
HP Inc.   HPQ   04/19/2022   40434L105    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Ralph Izzo   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Susan Tomasky   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Willie A. Deese   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Jamie M. Gentoso   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director David Lilley   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Barry H. Ostrowsky   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Valerie A. Smith   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Scott G. Stephenson   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Laura A. Sugg   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director John P. Surma   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Elect Director Alfred W. Zollar   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Public Service Enterprise Group Incorporated   PEG   04/19/2022   744573106    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Warner L. Baxter   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Dorothy J. Bridges   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Elizabeth L. Buse   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Andrew Cecere   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Kimberly N. Ellison-Taylor   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Kimberly J. Harris   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Roland A. Hernandez   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Olivia F. Kirtley   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Richard P. McKenney   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Yusuf I. Mehdi   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director John P. Wiehoff   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Elect Director Scott W. Wine   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Ratify Ernst & Young LLP as Auditors   Management   For   No
U.S. Bancorp   USB   04/19/2022   902973304    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Janet F. Clark   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Charles R. Crisp   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Robert P. Daniels   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director James C. Day   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director C. Christopher Gaut   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Michael T. Kerr   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Julie J. Robertson   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Donald F. Textor   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director William R. Thomas   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Elect Director Ezra Y. Yacob   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
EOG Resources, Inc.   EOG   04/20/2022   26875P101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Kerrii B. Anderson   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Arthur F. Anton   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Jeff M. Fettig   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Richard J. Kramer   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director John G. Morikis   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Christine A. Poon   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Aaron M. Powell   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Marta R. Stewart   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Michael H. Thaman   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Matthew Thornton, III   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Elect Director Steven H. Wunning   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Sherwin-Williams Company   SHW   04/20/2022   824348106    Ratify Ernst & Young LLP as Auditors   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Patrick G. Awuah, Jr.   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Gregory H. Boyce   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Bruce R. Brook   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Maura Clark   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Emma FitzGerald   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Mary A. Laschinger   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Jose Manuel Madero   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Rene Medori   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Jane Nelson   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Thomas Palmer   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Julio M. Quintana   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Elect Director Susan N. Story   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Newmont Corporation   NEM   04/21/2022   651639106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Newmont Corporation   NEM   04/21/2022   651639106    Ratify Ernst & Young LLP as Auditors   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Janet G. Davidson   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Andres R. Gluski   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Tarun Khanna   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Holly K. Koeppel   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Julia M. Laulis   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director James H. Miller   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Alain Monie   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director John B. Morse, Jr.   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Moises Naim   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Teresa M. Sebastian   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Elect Director Maura Shaughnessy   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Ratify Ernst & Young LLP as Auditors   Management   For   No
The AES Corporation   AES   04/21/2022   00130H105    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Diane M. Aigotti   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Anne L. Arvia   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Brian A. Kenney   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Robert C. Lyons   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director James B. Ream   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Adam L. Stanley   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director David S. Sutherland   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Stephen R. Wilson   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Elect Director Paul G. Yovovich   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
GATX Corporation   GATX   04/22/2022   361448103    Ratify Ernst & Young LLP as Auditors   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director John P. Barnes   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Robert T. Brady   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Calvin G. Butler, Jr.   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Jane Chwick   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director William F. Cruger, Jr.   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director T. Jefferson Cunningham, III   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Gary N. Geisel   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Leslie V. Godridge   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Rene F. Jones   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Richard H. Ledgett, Jr.   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Melinda R. Rich   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Robert E. Sadler, Jr.   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Denis J. Salamone   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director John R. Scannell   Management   Against   Yes
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Rudina Seseri   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Kirk W. Walters   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Elect Director Herbert L. Washington   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
M&T Bank Corporation   MTB   04/25/2022   55261F104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Sharon L. Allen   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Frank P. Bramble, Sr.   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Pierre J.P. de Weck   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Arnold W. Donald   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Linda P. Hudson   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Monica C. Lozano   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Brian T. Moynihan   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Lionel L. Nowell, III   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Denise L. Ramos   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Clayton S. Rose   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Michael D. White   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Thomas D. Woods   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director R. David Yost   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Elect Director Maria T. Zuber   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Bank of America Corporation   BAC   04/26/2022   060505104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes   Management   For   No
Bank of America Corporation   BAC   04/26/2022   060505104    Report on Civil Rights and Nondiscrimination Audit   Shareholder   Against   No
Bank of America Corporation   BAC   04/26/2022   060505104    Adopt Fossil Fuel Lending Policy Consistent with IEA’s Net Zero 2050 Scenario   Shareholder   For   Yes
Bank of America Corporation   BAC   04/26/2022   060505104    Report on Charitable Contributions   Shareholder   Against   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director W. Lance Conn   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Kim C. Goodman   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Craig A. Jacobson   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Gregory B. Maffei   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director John D. Markley, Jr.   Management   Against   Yes
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director David C. Merritt   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director James E. Meyer   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Steven A. Miron   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Balan Nair   Management   Against   Yes
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Michael A. Newhouse   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Mauricio Ramos   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Thomas M. Rutledge   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Elect Director Eric L. Zinterhofer   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Ratify KPMG LLP as Auditors   Management   For   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Require Independent Board Chair   Shareholder   Against   No
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Disclose Climate Action Plan and GHG Emissions Reduction Targets   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Adopt Policy to Annually Disclose EEO-1 Data   Shareholder   For   Yes
Charter Communications, Inc.   CHTR   04/26/2022   16119P108    Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics   Shareholder   For   Yes
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director David A. Brandon   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director C. Andrew Ballard   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director Andrew B. Balson   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director Corie S. Barry   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director Diana F. Cantor   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director Richard L. Federico   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director James A. Goldman   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director Patricia E. Lopez   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Elect Director Russell J. Weiner   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Domino’s Pizza, Inc.   DPZ   04/26/2022   25754A201    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Linda Walker Bynoe   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Susan Crown   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Dean M. Harrison   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Jay L. Henderson   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Marcy S. Klevorn   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Siddharth N. “Bobby” Mehta   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Michael G. O’Grady   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Jose Luis Prado   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Martin P. Slark   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director David H. B. Smith, Jr.   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Donald Thompson   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Elect Director Charles A. Tribbett, III   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Northern Trust Corporation   NTRS   04/26/2022   665859104    Ratify KPMG LLP as Auditors   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Herb Allen   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Marc Bolland   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Ana Botin   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Christopher C. Davis   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Barry Diller   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Helene D. Gayle   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Alexis M. Herman   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Maria Elena Lagomasino   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director James Quincey   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director Caroline J. Tsay   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Elect Director David B. Weinberg   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
The Coca-Cola Company   KO   04/26/2022   191216100    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Coca-Cola Company   KO   04/26/2022   191216100    Report on External Public Health Costs   Shareholder   For   Yes
The Coca-Cola Company   KO   04/26/2022   191216100    Report on Global Public Policy and Political Influence   Shareholder   Against   No
The Coca-Cola Company   KO   04/26/2022   191216100    Require Independent Board Chair   Shareholder   Against   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Alan S. Armstrong   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Stephen W. Bergstrom   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Nancy K. Buese   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Michael A. Creel   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Stacey H. Dore   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Richard E. Muncrief   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Peter A. Ragauss   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Rose M. Robeson   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Scott D. Sheffield   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Murray D. Smith   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director William H. Spence   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Elect Director Jesse J. Tyson   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Williams Companies, Inc.   WMB   04/26/2022   969457100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Steven D. Black   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Mark A. Chancy   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Celeste A. Clark   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Theodore F. Craver, Jr.   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Richard K. Davis   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Wayne M. Hewett   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director CeCelia (“CeCe”) G. Morken   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Maria R. Morris   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Felicia F. Norwood   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Richard B. Payne, Jr.   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Juan A. Pujadas   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Ronald L. Sargent   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Charles W. Scharf   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Elect Director Suzanne M. Vautrinot   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Wells Fargo & Company   WFC   04/26/2022   949746101    Approve Omnibus Stock Plan   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Ratify KPMG LLP as Auditors   Management   For   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Adopt Management Pay Clawback Authorization Policy   Shareholder   Against   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Report on Incentive-Based Compensation and Risks of Material Losses   Shareholder   For   Yes
Wells Fargo & Company   WFC   04/26/2022   949746101    Report on Board Diversity   Shareholder   Against   No
Wells Fargo & Company   WFC   04/26/2022   949746101    Report on Respecting Indigenous Peoples’ Rights   Shareholder   For   Yes
Wells Fargo & Company   WFC   04/26/2022   949746101    Adopt a Financing Policy Consistent with IEA’s Net Zero Emissions by 2050 Scenario   Shareholder   For   Yes
Wells Fargo & Company   WFC   04/26/2022   949746101    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Wells Fargo & Company   WFC   04/26/2022   949746101    Report on Charitable Contributions   Shareholder   Against   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Curtis V. Anastasio   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Bradley J. Bell   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Mary B. Cranston   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Curtis J. Crawford   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Dawn L. Farrell   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Erin N. Kane   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Sean D. Keohane   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Mark E. Newman   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Guillaume Pepy   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Elect Director Sandra Phillips Rogers   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Chemours Company   CC   04/27/2022   163851108    Advisory Vote on Say on Pay Frequency   Management   One Year   No
The Chemours Company   CC   04/27/2022   163851108    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The New York Times Company   NYT   04/27/2022   650111107    Elect Director Amanpal S. Bhutani   Management   For   No
The New York Times Company   NYT   04/27/2022   650111107    Elect Director Manuel Bronstein   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

The New York Times Company   NYT   04/27/2022   650111107    Elect Director Doreen Toben   Management   For   No
The New York Times Company   NYT   04/27/2022   650111107    Elect Director Rebecca Van Dyck   Management   For   No
The New York Times Company   NYT   04/27/2022   650111107    Ratify Ernst & Young LLP as Auditors   Management   For   No
Activision Blizzard, Inc.   ATVI   04/28/2022   00507V109    Approve Merger Agreement   Management   For   No
Activision Blizzard, Inc.   ATVI   04/28/2022   00507V109    Advisory Vote on Golden Parachutes   Management   For   No
Activision Blizzard, Inc.   ATVI   04/28/2022   00507V109    Adjourn Meeting   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Donald W. Blair   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Leslie A. Brun   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Stephanie A. Burns   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Richard T. Clark   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Pamela J. Craig   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Robert F. Cummings, Jr.   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Roger W. Ferguson, Jr.   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Deborah A. Henretta   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Daniel P. Huttenlocher   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Kurt M. Landgraf   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Kevin J. Martin   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Deborah D. Rieman   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Hansel E. Tookes, II   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Wendell P. Weeks   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Elect Director Mark S. Wrighton   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Corning Incorporated   GLW   04/28/2022   219350105    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Douglas G. Duncan   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Francesca M. Edwardson   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Wayne Garrison   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Sharilyn S. Gasaway   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Gary C. George   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Thad (John B., III) Hill   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director J. Bryan Hunt, Jr.   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Gale V. King   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director John N. Roberts, III   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director James L. Robo   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Elect Director Kirk Thompson   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
J.B. Hunt Transport Services, Inc.   JBHT   04/28/2022   445658107    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Darius Adamczyk   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Mary C. Beckerle   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director D. Scott Davis   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Ian E. L. Davis   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Jennifer A. Doudna   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Joaquin Duato   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Alex Gorsky   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Marillyn A. Hewson   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Hubert Joly   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Mark B. McClellan   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Anne M. Mulcahy   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director A. Eugene Washington   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Mark A. Weinberger   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Elect Director Nadja Y. West   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Approve Omnibus Stock Plan   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution*   Shareholder    
Johnson & Johnson   JNJ   04/28/2022   478160104    Report on a Civil Rights, Equity, Diversity and Inclusion Audit   Shareholder   Against   No
Johnson & Johnson   JNJ   04/28/2022   478160104    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Johnson & Johnson   JNJ   04/28/2022   478160104    Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics   Shareholder   For   Yes
Johnson & Johnson   JNJ   04/28/2022   478160104    Report on Public Health Costs of Limited Sharing of Vaccine Technology   Shareholder   For   Yes
Johnson & Johnson   JNJ   04/28/2022   478160104    Discontinue Global Sales of Baby Powder Containing Talc   Shareholder   Abstain   Yes
Johnson & Johnson   JNJ   04/28/2022   478160104    Report on Charitable Contributions   Shareholder   Against   No


Issuer Name

 

Ticker

 

Meeting Date

 

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Vote Against Management

Johnson & Johnson   JNJ   04/28/2022   478160104    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Johnson & Johnson   JNJ   04/28/2022   478160104    Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   For   Yes
Johnson & Johnson   JNJ   04/28/2022   478160104    Consider Pay Disparity Between Executives and Other Employees   Shareholder   For   Yes
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Heidi S. Alderman   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Beverley A. Babcock   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director C. Robert Bunch   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Matthew S. Darnall   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Scott D. Ferguson   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Earl L. Shipp   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Scott M. Sutton   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director William H. Weideman   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director W. Anthony Will   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Elect Director Carol A. Williams   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Olin Corporation   OLN   04/28/2022   680665205    Ratify KPMG LLP as Auditors   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Ronald E. Blaylock   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Albert Bourla   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Susan Desmond-Hellmann   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Joseph J. Echevarria   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Scott Gottlieb   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Helen H. Hobbs   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Susan Hockfield   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Dan R. Littman   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Shantanu Narayen   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director Suzanne Nora Johnson   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director James Quincey   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Elect Director James C. Smith   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Ratify KPMG LLP as Auditors   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Pfizer Inc.   PFE   04/28/2022   717081103    Amend Proxy Access Right   Shareholder   Against   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Vote Against Management

Pfizer Inc.   PFE   04/28/2022   717081103    Report on Congruency of Political Electioneering Expenditures with Company Values and Policies   Shareholder   Against   No
Pfizer Inc.   PFE   04/28/2022   717081103    Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production   Shareholder   For   Yes
Pfizer Inc.   PFE   04/28/2022   717081103    Report on Board Oversight of Risks Related to Anticompetitive Practices   Shareholder   For   Yes
Pfizer Inc.   PFE   04/28/2022   717081103    Report on Public Health Costs of Limited Sharing of Vaccine Technology   Shareholder   For   Yes
Public Storage   PSA   04/28/2022   74460D109    Elect Director Ronald L. Havner, Jr.   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Tamara Hughes Gustavson   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Leslie S. Heisz   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Michelle Millstone-Shroff   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Shankh S. Mitra   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director David J. Neithercut   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Rebecca Owen   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Kristy M. Pipes   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Avedick B. Poladian   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director John Reyes   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Joseph D. Russell, Jr.   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Tariq M. Shaukat   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Ronald P. Spogli   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Elect Director Paul S. Williams   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Ratify Ernst & Young LLP as Auditors   Management   For   No
Public Storage   PSA   04/28/2022   74460D109    Eliminate Supermajority Voting Requirements to Amend the Declaration of Trust   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Mark A. Blinn   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Todd M. Bluedorn   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Janet F. Clark   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Carrie S. Cox   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Martin S. Craighead   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Jean M. Hobby   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Michael D. Hsu   Management   Against   Yes
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Haviv Ilan   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Ronald Kirk   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Pamela H. Patsley   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Robert E. Sanchez   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Elect Director Richard K. Templeton   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Ratify Ernst & Young LLP as Auditors   Management   For   No
Texas Instruments Incorporated   TXN   04/28/2022   882508104    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Robert J. Alpern   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Sally E. Blount   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Robert B. Ford   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Paola Gonzalez   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Michelle A. Kumbier   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Darren W. McDew   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Nancy McKinstry   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director William A. Osborn   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Michael F. Roman   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Daniel J. Starks   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director John G. Stratton   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Elect Director Glenn F. Tilton   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Ratify Ernst & Young LLP as Auditors   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Abbott Laboratories   ABT   04/29/2022   002824100    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Abbott Laboratories   ABT   04/29/2022   002824100    Require Independent Board Chair   Shareholder   Against   No
Abbott Laboratories   ABT   04/29/2022   002824100    Adopt Policy on 10b5-1 Plans   Shareholder   Against   No
Abbott Laboratories   ABT   04/29/2022   002824100    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Abbott Laboratories   ABT   04/29/2022   002824100    Report on Public Health Costs of Antimicrobial Resistance   Shareholder   For   Yes
ASML Holding NV   ASML   04/29/2022   N07059202    Meeting for ADR Holders   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Open Meeting   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Discuss the Company’s Business, Financial Situation and Sustainability   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Approve Remuneration Report   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Adopt Financial Statements and Statutory Reports   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Proponent

 

Vote Instruction

 

Vote Against Management

ASML Holding NV   ASML   04/29/2022   N07059202    Receive Explanation on Company’s Reserves and Dividend Policy   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Approve Dividends of EUR 5.50 Per Share   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Approve Discharge of Management Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Approve Discharge of Supervisory Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Approve Number of Shares for Management Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Amend Remuneration Policy for Management Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Receive Information on the Composition of the Management Board   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Announce Vacancies on the Supervisory Board   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Opportunity to Make Recommendations   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Announce Recommendation to Reappoint T.L. Kelly and Appoint A.F.M. Everke and A.L. Steegen as Members of the Supervisory Board   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Reelect T.L. Kelly to Supervisory Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Elect A.F.M. Everke to Supervisory Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Elect A.L. Steegen to Supervisory Board   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Discuss Composition of the Supervisory Board   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Ratify KPMG Accountants N.V. as Auditors for the Reporting Years 2023 and 2024   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Ratify Deloitte Accountants B.V. as Auditors for the Reporting Year 2025   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Amend Articles of Association   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Authorize Board to Exclude Preemptive Rights from Share Issuances   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Authorize Repurchase of Up to 10 Percent of Issued Share Capital   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Authorize Cancellation of Repurchased Shares   Management   For   No
ASML Holding NV   ASML   04/29/2022   N07059202    Other Business (Non-Voting)   Management    
ASML Holding NV   ASML   04/29/2022   N07059202    Close Meeting   Management    
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Lamberto Andreotti   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Klaus A. Engel   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director David C. Everitt   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Janet P. Giesselman   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Karen H. Grimes   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Michael O. Johanns   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Rebecca B. Liebert   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Proponent

 

Vote Instruction

 

Vote Against Management

Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Marcos M. Lutz   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Charles V. Magro   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Nayaki R. Nayyar   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Gregory R. Page   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Kerry J. Preete   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Elect Director Patrick J. Ward   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Corteva, Inc.   CTVA   04/29/2022   22052L104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Elect Director Rod Gillum   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Elect Director Mary Laschinger   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Elect Director Erica Mann   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Elect Director Carolyn Tastad   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Approve Omnibus Stock Plan   Management   For   No
Kellogg Company   K   04/29/2022   487836108    Consider Pay Disparity Between CEO and Other Employees   Shareholder   For   Yes
Eli Lilly and Company   LLY   05/02/2022   532457108    Elect Director Ralph Alvarez   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Elect Director Kimberly H. Johnson   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Elect Director Juan R. Luciano   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Ratify Ernst & Young LLP as Auditors   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Declassify the Board of Directors   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Eliminate Supermajority Voting Provisions   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Amend Articles of Incorporation to Allow Shareholders to Amend Bylaws   Management   For   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Require Independent Board Chair   Shareholder   Against   No
Eli Lilly and Company   LLY   05/02/2022   532457108    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Eli Lilly and Company   LLY   05/02/2022   532457108    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Eli Lilly and Company   LLY   05/02/2022   532457108    Report on Board Oversight of Risks Related to Anticompetitive Pricing Strategies   Shareholder   For   Yes
American Express Company   AXP   05/03/2022   025816109    Elect Director Thomas J. Baltimore   Management   Against   Yes
American Express Company   AXP   05/03/2022   025816109    Elect Director Charlene Barshefsky   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

American Express Company   AXP   05/03/2022   025816109    Elect Director John J. Brennan   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Peter Chernin   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Ralph de la Vega   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Michael O. Leavitt   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Theodore J. Leonsis   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Karen L. Parkhill   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Charles E. Phillips   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Lynn A. Pike   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Stephen J. Squeri   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Daniel L. Vasella   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Lisa W. Wardell   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Elect Director Christopher D. Young   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
American Express Company   AXP   05/03/2022   025816109    Require Independent Board Chair   Shareholder   Against   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Peter J. Arduini   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Giovanni Caforio   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Julia A. Haller   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Manuel Hidalgo Medina   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Paula A. Price   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Derica W. Rice   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Theodore R. Samuels   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Gerald L. Storch   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Karen H. Vousden   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Elect Director Phyllis R. Yale   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Bristol-Myers Squibb Company   BMY   05/03/2022   110122108    Require Independent Board Chair   Shareholder   Against   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Glenn M. Alger   Management   For   No


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Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Robert P. Carlile   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director James M. DuBois   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Mark A. Emmert   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Diane H. Gulyas   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Jeffrey S. Musser   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Brandon S. Pedersen   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Liane J. Pelletier   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Elect Director Olivia D. Polius   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Ratify KPMG LLP as Auditors   Management   For   No
Expeditors International of Washington, Inc.   EXPD   05/03/2022   302130109    Report on Political Contributions and Expenditures   Shareholder   For   Yes
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director John D. Wren   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Mary C. Choksi   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Leonard S. Coleman, Jr.   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Mark D. Gerstein   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Ronnie S. Hawkins   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Deborah J. Kissire   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Gracia C. Martore   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Patricia Salas Pineda   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Linda Johnson Rice   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Elect Director Valerie M. Williams   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Ratify KPMG LLP as Auditors   Management   For   No
OmnicomGroup Inc.   OMC   05/03/2022   681919106    Report on Political Contributions and Expenditures   Shareholder   For   Yes
AptarGroup, Inc.   ATR   05/04/2022   038336103    Elect Director Giovanna Kampouri Monnas   Management   For   No
AptarGroup, Inc.   ATR   05/04/2022   038336103    Elect Director Isabel Marey-Semper   Management   For   No
AptarGroup, Inc.   ATR   05/04/2022   038336103    Elect Director Stephan B. Tanda   Management   For   No
AptarGroup, Inc.   ATR   05/04/2022   038336103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AptarGroup, Inc.   ATR   05/04/2022   038336103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Jacqueline K. Barton   Management   For   No


Issuer Name

 

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Vote Against Management

Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Jeffrey A. Bluestone   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Sandra J. Horning   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Kelly A. Kramer   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Kevin E. Lofton   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Harish Manwani   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Daniel P. O’Day   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Javier J. Rodriguez   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Elect Director Anthony Welters   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Ratify Ernst & Young LLP as Auditors   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Approve Omnibus Stock Plan   Management   For   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Require Independent Board Chair   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Gilead Sciences, Inc.   GILD   05/04/2022   375558103    Report on Board Oversight of Risks Related to Anticompetitive Practices   Shareholder   For   Yes
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Kathryn J. Boor   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Edward D. Breen   Management   Against   Yes
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Barry A. Bruno   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Frank Clyburn   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Carol Anthony (John) Davidson   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Michael L. Ducker   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Roger W. Ferguson, Jr.   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director John F. Ferraro   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Christina Gold   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Ilene Gordon   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Matthias J. Heinzel   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Dale F. Morrison   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Kare Schultz   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Elect Director Stephen Williamson   Management   For   No


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Vote Against Management

International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
International Flavors & Fragrances Inc.   IFF   05/04/2022   459506101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Alison Davis   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Kalpana Desai   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Jeffrey Diermeier   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Kevin Dolan   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Eugene Flood, Jr.   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Edward Garden   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Richard Gillingwater   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Lawrence Kochard   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Nelson Peltz   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Elect Director Angela Seymour-Jackson   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Approve Increase in the Cap on Aggregate Annual Compensation for Non-Executive Directors   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Advisory Vote on Say on Pay Frequency   Management   One Year   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Approve Nonqualified Employee Stock Purchase Plan   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Approve Omnibus Stock Plan   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Authorise Market Purchase of Ordinary Shares   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Authorise Market Purchase of CDIs   Management   For   No
Janus Henderson Group Plc   JHG   05/04/2022   G4474Y214    Approve PricewaterhouseCoopers LLP as Auditors and Authorise Audit Committee to Fix Their Remuneration   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Segun Agbaje   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Shona L. Brown   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Cesar Conde   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Ian Cook   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Edith W. Cooper   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Dina Dublon   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Michelle Gass   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Ramon L. Laguarta   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Dave Lewis   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director David C. Page   Management   For   No


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Vote Against Management

PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Robert C. Pohlad   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Daniel Vasella   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Darren Walker   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Elect Director Alberto Weisser   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Ratify KPMG LLP as Auditors   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Require Independent Board Chair   Shareholder   Against   No
PepsiCo, Inc.   PEP   05/04/2022   713448108    Report on Global Public Policy and Political Influence   Shareholder   For   Yes
PepsiCo, Inc.   PEP   05/04/2022   713448108    Report on Public Health Costs of Food and Beverages Products   Shareholder   For   Yes
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Brant Bonin Bough   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Andre Calantzopoulos   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Michel Combes   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Juan Jose Daboub   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Werner Geissler   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Lisa A. Hook   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Jun Makihara   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Kalpana Morparia   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Lucio A. Noto   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Jacek Olczak   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Frederik Paulsen   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Robert B. Polet   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Dessislava Temperley   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Elect Director Shlomo Yanai   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Philip Morris International Inc   PM   05/04/2022   718172109    Approve Omnibus Stock Plan   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Ratify PricewaterhouseCoopers SA as Auditors   Management   For   No
Philip Morris International Inc   PM   05/04/2022   718172109    Phase Out Production of Health-Hazardous and Addictive Products   Shareholder   Against   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Alan R. Buckwalter   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Anthony L. Coelho   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Jakki L. Haussler   Management   For   No


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Vote Against Management

Service Corporation International   SCI   05/04/2022   817565104    Elect Director Victor L. Lund   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Ellen Ochoa   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Thomas L. Ryan   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director C. Park Shaper   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Sara Martinez Tucker   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director W. Blair Waltrip   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Elect Director Marcus A. Watts   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Service Corporation International   SCI   05/04/2022   817565104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Michael S. Burke   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Theodore Colbert   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Terrell K. Crews   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Donald E. Felsinger   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Suzan F. Harrison   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Juan R. Luciano   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Patrick J. Moore   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Francisco J. Sanchez   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Debra A. Sandler   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Lei Z. Schlitz   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Elect Director Kelvin R. Westbrook   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Ratify Ernst & Young LLP as Auditors   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Archer-Daniels-Midland Company   ADM   05/05/2022   039483102    Report on Pesticide Use in the Company’s Supply Chain   Shareholder   For   Yes
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Scott P. Anderson   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Robert C. Biesterfeld Jr.   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Kermit R. Crawford   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Timothy C. Gokey   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Mark A. Goodburn   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Mary J. Steele Guilfoile   Management   For   No


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Vote Against Management

C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Jodee A. Kozlak   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Henry J. Maier   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director James B. Stake   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Paula C. Tolliver   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Elect Director Henry W. “Jay” Winship   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
C.H. Robinson Worldwide, Inc.   CHRW   05/05/2022   12541W209    Approve Omnibus Stock Plan   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Derrick Burks   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Annette K. Clayton   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Theodore F. Craver, Jr.   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Robert M. Davis   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Caroline Dorsa   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director W. Roy Dunbar   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Nicholas C. Fanandakis   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Lynn J. Good   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director John T. Herron   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Idalene F. Kesner   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director E. Marie McKee   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Michael J. Pacilio   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director Thomas E. Skains   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Elect Director William E. Webster, Jr.   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Duke Energy Corporation   DUK   05/05/2022   26441C204    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Shari L. Ballard   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Barbara J. Beck   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Christophe Beck   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Jeffrey M. Ettinger   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Arthur J. Higgins   Management   For   No


Issuer Name

 

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Vote Against Management

Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Michael Larson   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director David W. MacLennan   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Tracy B. McKibben   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Lionel L. Nowell, III   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Victoria J. Reich   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director Suzanne M. Vautrinot   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Elect Director John J. Zillmer   Management   Against   Yes
Ecolab Inc.   ECL   05/05/2022   278865100    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Ecolab Inc.   ECL   05/05/2022   278865100    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Carol B. Tome   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Rodney C. Adkins   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Eva C. Boratto   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Michael J. Burns   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Wayne M. Hewett   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Angela Hwang   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Kate E. Johnson   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director William R. Johnson   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Ann M. Livermore   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Franck J. Moison   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Christiana Smith Shi   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Russell Stokes   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Elect Director Kevin Warsh   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Report on Lobbying Payments and Policy   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Report on Corporate Climate Lobbying Aligned with Paris Agreement   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Adopt Independently Verified Science-Based GHG Reduction Targets   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   05/05/2022   911312106    Report on Balancing Climate Measures and Financial Returns   Shareholder   For   Yes


Issuer Name

 

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Vote Against Management

United Parcel Service, Inc.   UPS   05/05/2022   911312106    Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics   Shareholder   For   Yes
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Curt S. Culver   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Danny L. Cunningham   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director William M. Farrow, III   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Cristina A. Garcia-Thomas   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Maria C. Green   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Gale E. Klappa   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Thomas K. Lane   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Scott J. Lauber   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Ulice Payne, Jr.   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Mary Ellen Stanek   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Elect Director Glen E. Tellock   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
WEC Energy Group, Inc.   WEC   05/05/2022   92939U106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Elect Director William H.L. Burnside   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Elect Director Thomas C. Freyman   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Elect Director Brett J. Hart   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Elect Director Edward J. Rapp   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Ratify Ernst & Young LLP as Auditors   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Eliminate Supermajority Vote Requirement   Management   For   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Require Independent Board Chair   Shareholder   Against   No
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Report on Board Oversight of Risks Related to Anticompetitive Practices   Shareholder   For   Yes
AbbVie Inc.   ABBV   05/06/2022   00287Y109    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director John P. Bilbrey   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director John T. Cahill   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Lisa M. Edwards   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director C. Martin Harris   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Martina Hund-Mejean   Management   For   No


Issuer Name

 

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Vote Against Management

Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Kimberly A. Nelson   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Lorrie M. Norrington   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Michael B. Polk   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Stephen I. Sadove   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Elect Director Noel R. Wallace   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Colgate-Palmolive Company   CL   05/06/2022   194162103    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
Colgate-Palmolive Company   CL   05/06/2022   194162103    Report on Charitable Contributions   Shareholder   Against   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Daniel J. Brutto   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Susan Crown   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Darrell L. Ford   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director James W. Griffith   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Jay L. Henderson   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Richard H. Lenny   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director E. Scott Santi   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director David B. Smith, Jr.   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Pamela B. Strobel   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Elect Director Anre D. Williams   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Ratify Deloitte & Touche LLP as Auditor   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Illinois Tool Works Inc.   ITW   05/06/2022   452308109    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Vicky A. Bailey   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Stephen I. Chazen   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Andrew Gould   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Carlos M. Gutierrez   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Vicki Hollub   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director William R. Klesse   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Jack B. Moore   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Avedick B. Poladian   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

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Proponent

 

Vote Instruction

 

Vote Against Management

Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Elect Director Robert M. Shearer   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Ratify KPMG LLP as Auditors   Management   For   No
Occidental Petroleum Corporation   OXY   05/06/2022   674599105    Report on Quantitative Short, Medium and Long-Term GHG Emissions Reduction Targets   Shareholder   For   Yes
3M Company   MMM   05/10/2022   88579Y101    Elect Director Thomas “Tony” K. Brown   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Pamela J. Craig   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director David B. Dillon   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Michael L. Eskew   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director James R. Fitterling   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Amy E. Hood   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Muhtar Kent   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Suzan Kereere   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Dambisa F. Moyo   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Gregory R. Page   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Elect Director Michael F. Roman   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
3M Company   MMM   05/10/2022   88579Y101    Report on Environmental Costs and Impact on Diversified Shareholders   Shareholder   For   Yes
3M Company   MMM   05/10/2022   88579Y101    Report on Operations in Communist China   Shareholder   Against   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Keith R. Guericke   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Maria R. Hawthorne   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Amal M. Johnson   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Mary Kasaris   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Irving F. Lyons, III   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director George M. Marcus   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Thomas E. Robinson   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Michael J. Schall   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Elect Director Byron A. Scordelis   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Ratify KPMG LLP as Auditors   Management   For   No
Essex Property Trust, Inc.   ESS   05/10/2022   297178105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Proponent

 

Vote Instruction

 

Vote Against Management

Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director Charles A. Anderson   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director Gene H. Anderson   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director Thomas P. Anderson   Management   Withhold   Yes
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director Carlos E. Evans   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director David L. Gadis   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director David J. Hartzell   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director Theodore J. Klinck   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Elect Director Anne H. Lloyd   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Highwoods Properties, Inc.   HIW   05/10/2022   431284108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Jennifer Allerton   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Pamela M. Arway   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Clarke H. Bailey   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Kent P. Dauten   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Monte Ford   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Robin L. Matlock   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director William L. Meaney   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Wendy J. Murdock   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Walter C. Rakowich   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Doyle R. Simons   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Elect Director Alfred J. Verrecchia   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Iron Mountain Incorporated   IRM   05/10/2022   46284V101    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Elect Director Martin P. Hughes   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Elect Director Kevin J. Bradicich   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Elect Director Theodore H. Bunting, Jr.   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Elect Director Joseph R. Ramrath   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Elect Director John C. Roche   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Approve Omnibus Stock Plan   Management   For   No
The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

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Vote Instruction

 

Vote Against Management

The Hanover Insurance Group, Inc.   THG   05/10/2022   410867105    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director James C. Fish, Jr.   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director Andres R. Gluski   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director Victoria M. Holt   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director Kathleen M. Mazzarella   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director Sean E. Menke   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director William B. Plummer   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director John C. Pope   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director Maryrose T. Sylvester   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Elect Director Thomas H. Weidemeyer   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Ratify Ernst & Young LLP as Auditors   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Waste Management, Inc.   WM   05/10/2022   94106L109    Report on Civil Rights Audit   Shareholder   For   Yes
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director Jeffrey N. Edwards   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director Martha Clark Goss   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director M. Susan Hardwick   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director Kimberly J. Harris   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director Julia L. Johnson   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director Patricia L. Kampling   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director Karl F. Kurz   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director George MacKenzie   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Elect Director James G. Stavridis   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Report on Medium and Long-Term Greenhouse Gas Targets Aligned with Paris Agreement—Withdrawn   Shareholder    
American Water Works Company, Inc.   AWK   05/11/2022   030420103    Report on Third-Party Racial Equity Audit   Shareholder   For   Yes
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director James A. Bennett   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Robert M. Blue   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Helen E. Dragas   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director James O. Ellis, Jr.   Management   For   No


Issuer Name

 

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Vote Against Management

Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director D. Maybank Hagood   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Ronald W. Jibson   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Mark J. Kington   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Joseph M. Rigby   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Pamela J. Royal   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Robert H. Spilman, Jr.   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Susan N. Story   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Elect Director Michael E. Szymanczyk   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Amend Right to Call Special Meeting   Management   For   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Adopt Medium Term Scope 3 GHG Emissions Reduction Target   Shareholder   Against   No
Dominion Energy, Inc.   D   05/11/2022   25746U109    Report on the Risk of Natural Gas Stranded Assets   Shareholder   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Elect Director Teresa L. White   Management   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Elect Director Homaira Akbari   Management   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Elect Director Diana M. Murphy   Management   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Elect Director James L. Liang   Management   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Ratify KPMG LLP as Auditors   Management   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Landstar System, Inc.   LSTR   05/11/2022   515098101    Approve Non-Employee Director Restricted Stock Plan   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Elect Director Anil Chakravarthy   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Elect Director Barbara V. Scherer   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Elect Director Ravi K. Vijayaraghavan   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Eliminate Supermajority Vote Requirement to Remove a Director   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Eliminate Supermajority Vote Requirement to Amend or Repeal the By-Laws   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Eliminate Supermajority Vote Requirement to Amend or Repeal Certain Provisions of the Charter   Management   For   No
ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Approve Qualified Employee Stock Purchase Plan   Management   For   No


Issuer Name

 

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Vote Instruction

 

Vote Against Management

ANSYS, Inc.   ANSS   05/12/2022   03662Q105    Declassify the Board of Directors   Shareholder   For   Yes
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Elaine D. Rosen   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Paget L. Alves   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director J. Braxton Carter   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Juan N. Cento   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Keith W. Demmings   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Harriet Edelman   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Lawrence V. Jackson   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Jean-Paul L. Montupet   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Debra J. Perry   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Ognjen (Ogi) Redzic   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Paul J. Reilly   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Elect Director Robert W. Stein   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Assurant, Inc.   AIZ   05/12/2022   04621X108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Patricia S. Bellinger   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Alessandro Bogliolo   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Francis A. Hondal   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Danielle M. Lee   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Michael G. Morris   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Sarah E. Nash   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Juan Rajlin   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director Stephen D. Steinour   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Elect Director J.K. Symancyk   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Ratify Ernst & Young LLP as Auditors   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Approve Qualified Employee Stock Purchase Plan   Management   For   No
Bath & Body Works, Inc.   BBWI   05/12/2022   070830104    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director Kimberly A. Casiano   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director Alexandra Ford English   Management   For   No


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Ford Motor Company   F   05/12/2022   345370860    Elect Director James D. Farley, Jr.   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director Henry Ford, III   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director William Clay Ford, Jr.   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director William W. Helman, IV   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director Jon M. Huntsman, Jr.   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director William E. Kennard   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director John C. May   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director Beth E. Mooney   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director Lynn Vojvodich Radakovich   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director John L. Thornton   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director John B. Veihmeyer   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Elect Director John S. Weinberg   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Approve Tax Benefits Preservation Plan   Management   For   No
Ford Motor Company   F   05/12/2022   345370860    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Patrick P. Gelsinger   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Elect Director James J. Goetz   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Andrea J. Goldsmith   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Alyssa H. Henry   Management   Against   Yes
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Omar Ishrak   Management   Against   Yes
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Risa Lavizzo-Mourey   Management   Against   Yes
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Tsu-Jae King Liu   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Gregory D. Smith   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Dion J. Weisler   Management   Against   Yes
Intel Corporation   INTC   05/12/2022   458140100    Elect Director Frank D. Yeary   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Ratify Ernst & Young LLP as Auditors   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Intel Corporation   INTC   05/12/2022   458140100    Amend Omnibus Stock Plan   Management   For   No
Intel Corporation   INTC   05/12/2022   458140100    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No


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Intel Corporation   INTC   05/12/2022   458140100    Report on Third-Party Civil Rights Audit   Shareholder   For   Yes
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Norma B. Clayton   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Patrick J. Dempsey   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Christopher J. Kearney   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Laurette T. Koellner   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Joseph D. Rupp   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Leon J. Topalian   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director John H. Walker   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Elect Director Nadja Y. West   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Ratify PricewaterhouseCoopers LLP as Auditor   Management   For   No
Nucor Corporation   NUE   05/12/2022   670346105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director David O’Reilly   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Larry O’Reilly   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Greg Henslee   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Jay D. Burchfield   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Thomas T. Hendrickson   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director John R. Murphy   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Dana M. Perlman   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Maria A. Sastre   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Andrea M. Weiss   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Elect Director Fred Whitfield   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Ratify Ernst & Young LLP as Auditors   Management   For   No
O’Reilly Automotive, Inc.   ORLY   05/12/2022   67103H107    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director William J. DeLaney   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director David B. Dillon   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Sheri H. Edison   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Teresa M. Finley   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Lance M. Fritz   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Deborah C. Hopkins   Management   For   No


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Vote Against Management

Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Jane H. Lute   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Michael R. McCarthy   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Jose H. Villarreal   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Elect Director Christopher J. Williams   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Union Pacific Corporation   UNP   05/12/2022   907818108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Shellye Archambeau   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Roxanne Austin   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Mark Bertolini   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Melanie Healey   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Laxman Narasimhan   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Clarence Otis, Jr.   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Daniel Schulman   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Rodney Slater   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Carol Tome   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Hans Vestberg   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Elect Director Gregory Weaver   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Ratify Ernst & Young LLP as Auditors   Management   For   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Report on Charitable Contributions   Shareholder   Against   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Amend Senior Executive Compensation Clawback Policy   Shareholder   Against   No
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
Verizon Communications Inc.   VZ   05/12/2022   92343V104    Report on Operations in Communist China   Shareholder   Against   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director Annell R. Bay   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director John J. Christmann, IV   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director Juliet S. Ellis   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director Charles W. Hooper   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director Chansoo Joung   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director John E. Lowe   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director H. Lamar McKay   Management   For   No


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Vote Against Management

APA Corporation   APA   05/13/2022   03743Q108    Elect Director Amy H. Nelson   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director Daniel W. Rabun   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director Peter A. Ragauss   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Elect Director David L. Stover   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Ratify Ernst & Young LLP as Auditors   Management   For   No
APA Corporation   APA   05/13/2022   03743Q108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Sharon Y. Bowen   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Shantella E. Cooper   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Duriya M. Farooqui   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director The Right Hon. the Lord Hague of Richmond   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Mark F. Mulhern   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Thomas E. Noonan   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Caroline L. Silver   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Jeffrey C. Sprecher   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Judith A. Sprieser   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Elect Director Martha A. Tirinnanzi   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Approve Omnibus Stock Plan   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Approve Non-Employee Director Stock Option Plan   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20%   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Ratify Ernst & Young LLP as Auditors   Management   For   No
Intercontinental Exchange, Inc.   ICE   05/13/2022   45866F104    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10%   Shareholder   For   Yes
Vulcan Materials Company   VMC   05/13/2022   929160109    Elect Director Kathleen L. Quirk   Management   For   No
Vulcan Materials Company   VMC   05/13/2022   929160109    Elect Director David P. Steiner   Management   For   No
Vulcan Materials Company   VMC   05/13/2022   929160109    Elect Director Lee J. Styslinger, III   Management   For   No
Vulcan Materials Company   VMC   05/13/2022   929160109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Vulcan Materials Company   VMC   05/13/2022   929160109    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Kevin J. McNamara   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Ron DeLyons   Management   For   No


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Vote Against Management

Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Joel F. Gemunder   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Patrick P. Grace   Management   Against   Yes
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Christopher J. Heaney   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Thomas C. Hutton   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Andrea R. Lindell   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Thomas P. Rice   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director Donald E. Saunders   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Elect Director George J. Walsh, III   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Approve Omnibus Stock Plan   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Chemed Corporation   CHE   05/16/2022   16359R103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Wanda M. Austin   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Robert A. Bradway   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Brian J. Druker   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Robert A. Eckert   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Greg C. Garland   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Charles M. Holley, Jr.   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director S. Omar Ishrak   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Tyler Jacks   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Ellen J. Kullman   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Amy E. Miles   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director Ronald D. Sugar   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Elect Director R. Sanders Williams   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Amgen Inc.   AMGN   05/17/2022   031162100    Ratify Ernst & Young LLP as Auditors   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director James H. Herbert, II   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Katherine August-deWilde   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Frank J. Fahrenkopf, Jr.   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Boris Groysberg   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Sandra R. Hernandez   Management   For   No


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Vote Against Management

First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Pamela J. Joyner   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Shilla Kim-Parker   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Reynold Levy   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director George G.C. Parker   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Elect Director Michael J. Roffler   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Ratify KPMG LLP as Auditors   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Amend Omnibus Stock Plan   Management   For   No
First Republic Bank   FRC   05/17/2022   33616C100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Linda B. Bammann   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Stephen B. Burke   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Todd A. Combs   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director James S. Crown   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director James Dimon   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Timothy P. Flynn   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Mellody Hobson   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Michael A. Neal   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Phebe N. Novakovic   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Elect Director Virginia M. Rometty   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Adopt Fossil Fuel Financing Policy Consistent with IEA’s Net Zero 2050 Scenario   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Require Independent Board Chair   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Disclose Director Skills and Qualifications Including Ideological Perspectives   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Amend Certificate of Incorporation to Become a Public Benefit Corporation   Shareholder   Against   No
JPMorgan Chase & Co.   JPM   05/17/2022   46625H100    Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments   Shareholder   For   Yes
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director H. Eric Bolton, Jr.   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Alan B. Graf, Jr.   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Toni Jennings   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Edith Kelly-Green   Management   For   No


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Vote Against Management

Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director James K. Lowder   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Thomas H. Lowder   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Monica McGurk   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Claude B. Nielsen   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Philip W. Norwood   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director W. Reid Sanders   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director Gary Shorb   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Elect Director David P. Stockert   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Mid-America Apartment Communities, Inc.   MAA   05/17/2022   59522J103    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Pamela M. Arway   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director James W. Brown   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Michele G. Buck   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Victor L. Crawford   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Robert M. Dutkowsky   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Mary Kay Haben   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director James C. Katzman   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director M. Diane Koken   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Robert M. Malcolm   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Anthony J. Palmer   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Juan R. Perez   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Elect Director Wendy L. Schoppert   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Hershey Company   HSY   05/17/2022   427866108    Report on Eradication of Child Labor in Cocoa Production   Shareholder   For   Yes
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director John E. Caldwell   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Nora M. Denzel   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Mark Durcan   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Michael P. Gregoire   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Joseph A. Householder   Management   For   No


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Vote Against Management

Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director John W. Marren   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Jon A. Olson   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Lisa T. Su   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Abhi Y. Talwalkar   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Elect Director Elizabeth W. Vanderslice   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Ratify Ernst & Young LLP as Auditors   Management   For   No
Advanced Micro Devices, Inc.   AMD   05/18/2022   007903107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Thomas A. Bartlett   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Kelly C. Chambliss   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Teresa H. Clarke   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Raymond P. Dolan   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Kenneth R. Frank   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Robert D. Hormats   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Grace D. Lieblein   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Craig Macnab   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director JoAnn A. Reed   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Pamela D.A. Reeve   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director David E. Sharbutt   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Bruce L. Tanner   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Elect Director Samme L. Thompson   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
American Tower Corporation   AMT   05/18/2022   03027X100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Enphase Energy, Inc.   ENPH   05/18/2022   29355A107    Elect Director Steven J. Gomo   Management   For   No
Enphase Energy, Inc.   ENPH   05/18/2022   29355A107    Elect Director Thurman John “T.J.” Rodgers   Management   Withhold   Yes
Enphase Energy, Inc.   ENPH   05/18/2022   29355A107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Enphase Energy, Inc.   ENPH   05/18/2022   29355A107    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Abdulaziz F. Al Khayyal   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Elect Director William E. Albrecht   Management   Against   Yes
Halliburton Company   HAL   05/18/2022   406216101    Elect Director M. Katherine Banks   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Alan M. Bennett   Management   For   No


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Vote Against Management

Halliburton Company   HAL   05/18/2022   406216101    Elect Director Milton Carroll   Management   Against   Yes
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Earl M. Cummings   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Murry S. Gerber   Management   Against   Yes
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Robert A. Malone   Management   Against   Yes
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Jeffrey A. Miller   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Bhavesh V. (Bob) Patel   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Elect Director Tobi M. Edwards Young   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Ratify KPMG LLP as Auditors   Management   For   No
Halliburton Company   HAL   05/18/2022   406216101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Sherry A. Aaholm   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director David S. Congdon   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director John R. Congdon, Jr.   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Bradley R. Gabosch   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Greg C. Gantt   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Patrick D. Hanley   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director John D. Kasarda   Management   Withhold   Yes
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Wendy T. Stallings   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Thomas A. Stith, III   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director Leo H. Suggs   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Elect Director D. Michael Wray   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Old Dominion Freight Line, Inc.   ODFL   05/18/2022   679580100    Ratify Ernst & Young LLP as Auditors   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Marc N. Casper   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Nelson J. Chai   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Ruby R. Chandy   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director C. Martin Harris   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Tyler Jacks   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director R. Alexandra Keith   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Jim P. Manzi   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director James C. Mullen   Management   For   No


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Vote Against Management

Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Lars R. Sorensen   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Debora L. Spar   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Scott M. Sperling   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Elect Director Dion J. Weisler   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Thermo Fisher Scientific Inc.   TMO   05/18/2022   883556102    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   05/18/2022   929740108    Elect Director William E. Kassling   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   05/18/2022   929740108    Elect Director Albert J. Neupaver   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   05/18/2022   929740108    Elect Director Ann R. Klee   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   05/18/2022   929740108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Westinghouse Air Brake Technologies Corporation   WAB   05/18/2022   929740108    Ratify Ernst & Young LLP as Auditors   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Ian L.T. Clarke   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Marjorie M. Connelly   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director R. Matt Davis   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director William F. Gifford, Jr.   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Debra J. Kelly-Ennis   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director W. Leo Kiely, III   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Kathryn B. McQuade   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director George Munoz   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Nabil Y. Sakkab   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Virginia E. Shanks   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director Ellen R. Strahlman   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Elect Director M. Max Yzaguirre   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Altria Group, Inc.   MO   05/19/2022   02209S103    Report on Third-Party Civil Rights Audit   Shareholder   For   Yes
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Glyn F. Aeppel   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Terry S. Brown   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Alan B. Buckelew   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Ronald L. Havner, Jr.   Management   For   No


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Vote Against Management

AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Stephen P. Hills   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Christopher B. Howard   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Richard J. Lieb   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Nnenna Lynch   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Timothy J. Naughton   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Benjamin W. Schall   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director Susan Swanezy   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Elect Director W. Edward Walter   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AvalonBay Communities, Inc.   AVB   05/19/2022   053484101    Ratify Ernst & Young LLP as Auditors   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Virginia C. Addicott   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director James A. Bell   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Lynda M. Clarizio   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Paul J. Finnegan   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Anthony R. Foxx   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Christine A. Leahy   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Sanjay Mehrotra   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director David W. Nelms   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Joseph R. Swedish   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Elect Director Donna F. Zarcone   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Ratify Ernst & Young LLP as Auditors   Management   For   No
CDW Corporation   CDW   05/19/2022   12514G108    Provide Right to Act by Written Consent   Shareholder   Against   No
Chubb Limited   CB   05/19/2022   H1467J104    Accept Financial Statements and Statutory Reports   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Allocate Disposable Profit   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Approve Discharge of Board of Directors   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Ratify BDO AG (Zurich) as Special Audit Firm   Management   For   No


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Vote Against Management

Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Evan G. Greenberg   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Michael P. Connors   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Michael G. Atieh   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Kathy Bonanno   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Sheila P. Burke   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Mary Cirillo   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Robert J. Hugin   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Robert W. Scully   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Theodore E. Shasta   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director David H. Sidwell   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Olivier Steimer   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Luis Tellez   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Director Frances F. Townsend   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Evan G. Greenberg as Board Chairman   Management   Against   Yes
Chubb Limited   CB   05/19/2022   H1467J104    Elect Michael P. Connors as Member of the Compensation Committee   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Mary Cirillo as Member of the Compensation Committee   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Elect Frances F. Townsend as Member of the Compensation Committee   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Designate Homburger AG as Independent Proxy   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Approve Creation of Authorized Capital With or Without Preemptive Rights   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Approve Remuneration of Directors in the Amount of USD 4.8 Million   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Chubb Limited   CB   05/19/2022   H1467J104    Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies   Shareholder   Against   No
Chubb Limited   CB   05/19/2022   H1467J104    Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing   Shareholder   For   Yes
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Joseph Anderson   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Leslie Brown   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Steve Downing   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Gary Goode   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director James Hollars   Management   For   No


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Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Richard Schaum   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Kathleen Starkoff   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Brian Walker   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Elect Director Ling Zang   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Ratify Ernst & Young LLP as Auditors   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Gentex Corporation   GNTX   05/19/2022   371901109    Approve Qualified Employee Stock Purchase Plan   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Odette C. Bolano   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Thomas E. Carlile   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Richard J. Dahl   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Annette G. Elg   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Lisa A. Grow   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Ronald W. Jibson   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Judith A. Johansen   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Dennis L. Johnson   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Jeff C. Kinneeveauk   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Richard J. Navarro   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Elect Director Mark T. Peters   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
IDACORP, Inc.   IDA   05/19/2022   451107106    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Nancy Fletcher   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director John E. Koerner, III   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Marshall A. Loeb   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Stephen P. Mumblow   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Thomas V. Reifenheiser   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Anna Reilly   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Kevin P. Reilly, Jr.   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Wendell Reilly   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Elect Director Elizabeth Thompson   Management   For   No
Lamar Advertising Company   LAMR   05/19/2022   512816109    Ratify KPMG LLP as Auditors   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Dod A. Fraser   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Keith E. Bass   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Scott R. Jones   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director V. Larkin Martin   Management   Against   Yes
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Meridee A. Moore   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Ann C. Nelson   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director David L. Nunes   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Matthew J. Rivers   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Elect Director Andrew G. Wiltshire   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Rayonier Inc.   RYN   05/19/2022   754907103    Ratify Ernst & Young, LLP as Auditors   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Gerard J. Arpey   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Ari Bousbib   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Jeffery H. Boyd   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Gregory D. Brenneman   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director J. Frank Brown   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Albert P. Carey   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Edward P. Decker   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Linda R. Gooden   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Wayne M. Hewett   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Manuel Kadre   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Stephanie C. Linnartz   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Craig A. Menear   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Paula Santilli   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Elect Director Caryn Seidman-Becker   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Ratify KPMG LLP as Auditors   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Amend Omnibus Stock Plan   Management   For   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Require Independent Board Chair   Shareholder   Against   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Vote Instruction

 

Vote Against Management

The Home Depot, Inc.   HD   05/19/2022   437076102    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
The Home Depot, Inc.   HD   05/19/2022   437076102    Report on Steps to Improve Gender and Racial Equity on the Board   Shareholder   Against   No
The Home Depot, Inc.   HD   05/19/2022   437076102    Report on Efforts to Eliminate Deforestation in Supply Chain   Shareholder   For   Yes
The Home Depot, Inc.   HD   05/19/2022   437076102    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
The Western Union Company   WU   05/19/2022   959802109    Elect Director Martin I. Cole   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Richard A. Goodman   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Betsy D. Holden   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Jeffrey A. Joerres   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Devin B. McGranahan   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Michael A. Miles, Jr.   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Timothy P. Murphy   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Joyce A. Phillips   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Jan Siegmund   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Angela A. Sun   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Elect Director Solomon D. Trujillo   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Western Union Company   WU   05/19/2022   959802109    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Vincent K. McMahon   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Nick Khan   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Stephanie McMahon Levesque   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Paul “Triple H” Levesque   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Steve Koonin   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Ignace Lahoud   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Erika Nardini   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Steve Pamon   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Connor Schell   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Man Jit Singh   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Jeffrey R. Speed   Management   Withhold   Yes
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Elect Director Alan M. Wexler   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Proponent

 

Vote Instruction

 

Vote Against Management

World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
World Wrestling Entertainment, Inc.   WWE   05/19/2022   98156Q108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Paget L. Alves   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Keith Barr   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Christopher M. Connor   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Brian C. Cornell   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Tanya L. Domier   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director David W. Gibbs   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Mirian M. Graddick-Weir   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Lauren R. Hobart   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Thomas C. Nelson   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director P. Justin Skala   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Elane B. Stock   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Elect Director Annie Young-Scrivner   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Ratify KPMG LLP as Auditors   Management   For   No
YUM! Brands, Inc.   YUM   05/19/2022   988498101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Elect Director Paul M. Bisaro   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Elect Director Frank A. D’Amelio   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Elect Director Michael B. McCallister   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Amend Omnibus Stock Plan   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Ratify KPMG LLP as Auditors   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Eliminate Supermajority Vote Requirements   Management   For   No
Zoetis Inc.   ZTS   05/19/2022   98978V103    Declassify the Board of Directors   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Douglas M. Baker, Jr.   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Mary Ellen Coe   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Pamela J. Craig   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Robert M. Davis   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Kenneth C. Frazier   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Thomas H. Glocer   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Risa J. Lavizzo-Mourey   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Stephen L. Mayo   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Paul B. Rothman   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Patricia F. Russo   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Christine E. Seidman   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Inge G. Thulin   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Kathy J. Warden   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Elect Director Peter C. Wendell   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Require Independent Board Chair   Shareholder   Against   No
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Report on Access to COVID-19 Products   Shareholder   For   Yes
Merck & Co., Inc.   MRK   05/24/2022   58933Y105    Report on Lobbying Payments and Policy   Shareholder   Against   No
Targa Resources Corp.   TRGP   05/24/2022   87612G101    Elect Director Waters S. Davis, IV   Management   For   No
Targa Resources Corp.   TRGP   05/24/2022   87612G101    Elect Director Rene R. Joyce   Management   For   No
Targa Resources Corp.   TRGP   05/24/2022   87612G101    Elect Director Matthew J. Meloy   Management   For   No
Targa Resources Corp.   TRGP   05/24/2022   87612G101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Targa Resources Corp.   TRGP   05/24/2022   87612G101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Donald E. Brown   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Kermit R. Crawford   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Richard T. Hume   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Margaret M. Keane   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Siddharth N. (Bobby) Mehta   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Jacques P. Perold   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Andrea Redmond   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Gregg M. Sherrill   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Judith A. Sprieser   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Perry M. Traquina   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Elect Director Thomas J. Wilson   Management   For   No
The Allstate Corporation   ALL   05/24/2022   020002101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

The Allstate Corporation   ALL   05/24/2022   020002101    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Jeffrey P. Bezos   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Andrew R. Jassy   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Keith B. Alexander   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Edith W. Cooper   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Jamie S. Gorelick   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Daniel P. Huttenlocher   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Judith A. McGrath   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Indra K. Nooyi   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Jonathan J. Rubinstein   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Patricia Q. Stonesifer   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Elect Director Wendell P. Weeks   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Ratify Ernst & Young LLP as Auditors   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Approve 20:1 Stock Split   Management   For   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Retirement Plan Options Aligned with Company Climate Goals   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Commission Third Party Report Assessing Company’s Human Rights Due Diligence Process   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Efforts to Reduce Plastic Use   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Worker Health and Safety Disparities   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Risks Associated with Use of Concealment Clauses   Shareholder   Against   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Charitable Contributions   Shareholder   Against   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Publish a Tax Transparency Report   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Protecting the Rights of Freedom of Association and Collective Bargaining   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Require More Director Nominations Than Open Seats   Shareholder   Against   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Commission a Third Party Audit on Working Conditions   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Report on Median Gender/Racial Pay Gap   Shareholder   Against   No
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Oversee and Report a Racial Equity Audit *Withdrawn Resolution*   Shareholder    
Amazon.com, Inc.   AMZN   05/25/2022   023135106    Commission Third Party Study and Report on Risks Associated with Use of Rekognition   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

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Proponent

 

Vote Instruction

 

Vote Against Management

BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Bader M. Alsaad   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Pamela Daley   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Laurence D. Fink   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Beth Ford   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director William E. Ford   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Fabrizio Freda   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Murry S. Gerber   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Margaret “Peggy” L. Johnson   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Robert S. Kapito   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Cheryl D. Mills   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Gordon M. Nixon   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Kristin C. Peck   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Charles H. Robbins   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Marco Antonio Slim Domit   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Hans E. Vestberg   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Susan L. Wagner   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Elect Director Mark Wilson   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Ratify Deloitte LLP as Auditors   Management   For   No
BlackRock, Inc.   BLK   05/25/2022   09247X101    Adopt Policies to Curtail Corporate Activities that Externalize Social and Environmental Costs   Shareholder   Against   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Wanda M. Austin   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director John B. Frank   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Alice P. Gast   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Enrique Hernandez, Jr.   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Marillyn A. Hewson   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Jon M. Huntsman Jr.   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Charles W. Moorman   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Dambisa F. Moyo   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Debra Reed-Klages   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Ronald D. Sugar   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

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Vote Instruction

 

Vote Against Management

Chevron Corporation   CVX   05/25/2022   166764100    Elect Director D. James Umpleby, III   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Elect Director Michael K. Wirth   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Chevron Corporation   CVX   05/25/2022   166764100    Approve Omnibus Stock Plan   Management   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Adopt Medium and Long-Term GHG Emissions Reduction Targets   Shareholder   For   Yes
Chevron Corporation   CVX   05/25/2022   166764100    Issue Audited Net-Zero Scenario Analysis Report   Shareholder   For   Yes
Chevron Corporation   CVX   05/25/2022   166764100    Oversee and Report on Reliability of Methane Emission Disclosures   Shareholder   For   No
Chevron Corporation   CVX   05/25/2022   166764100    Report on Business with Conflict-Complicit Governments   Shareholder   For   Yes
Chevron Corporation   CVX   05/25/2022   166764100    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Chevron Corporation   CVX   05/25/2022   166764100    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Kenneth M. Woolley   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Joseph D. Margolis   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Roger B. Porter   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Joseph J. Bonner   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Gary L. Crittenden   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Spencer F. Kirk   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Dennis J. Letham   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Diane Olmstead   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Elect Director Julia Vander Ploeg   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Ratify Ernst & Young LLP as Auditors   Management   For   No
Extra Space Storage Inc.   EXR   05/25/2022   30225T102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Michael J. Angelakis   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Susan K. Avery   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Angela F. Braly   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Ursula M. Burns   Management   Against   Yes
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Gregory J. Goff   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Kaisa H. Hietala   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Joseph L. Hooley   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Steven A. Kandarian   Management   For   No


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Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Alexander A. Karsner   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Jeffrey W. Ubben   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Elect Director Darren W. Woods   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Remove Executive Perquisites   Shareholder   Abstain   Yes
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Amend Bylaws to Limit Shareholder Rights for Proposal Submission   Shareholder   Against   No
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal   Shareholder   Abstain   Yes
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Report on Low Carbon Business Planning   Shareholder   For   Yes
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Report on Scenario Analysis Consistent with International Energy Agency’s Net Zero by 2050   Shareholder   For   Yes
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Report on Reducing Plastic Pollution   Shareholder   For   Yes
Exxon Mobil Corporation   XOM   05/25/2022   30231G102    Report on Political Contributions and Expenditures   Shareholder   For   Yes
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director Chadwick C. Deaton   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director Marcela E. Donadio   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director M. Elise Hyland   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director Holli C. Ladhani   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director Brent J. Smolik   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director Lee M. Tillman   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Elect Director J. Kent Wells   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Marathon Oil Corporation   MRO   05/25/2022   565849106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Peggy Alford   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Marc L. Andreessen   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Andrew W. Houston   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Nancy Killefer   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Robert M. Kimmitt   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Sheryl K. Sandberg   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Tracey T. Travis   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Tony Xu   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Elect Director Mark Zuckerberg   Management   For   No


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Meta Platforms, Inc.   FB   05/25/2022   30303M102    Ratify Ernst & Young LLP as Auditors   Management   For   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Require Independent Board Chair   Shareholder   Against   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on Risks Associated with Use of Concealment Clauses   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on External Costs of Misinformation and Impact on Diversified Shareholders   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on Community Standards Enforcement   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on User Risk and Advisory Vote on Metaverse Project   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Publish Third Party Human Rights Impact Assessment   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on Child Sexual Exploitation Online   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Commission a Workplace Non-Discrimination Audit   Shareholder   Against   No
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Commission Assessment of Audit and Risk Oversight Committee   Shareholder   For   Yes
Meta Platforms, Inc.   FB   05/25/2022   30303M102    Report on Charitable Contributions   Shareholder   Against   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Janaki Akella   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Henry A. Clark, III   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Anthony F. Earley, Jr.   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Thomas A. Fanning   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director David J. Grain   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Colette D. Honorable   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Donald M. James   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director John D. Johns   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Dale E. Klein   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Ernest J. Moniz   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director William G. Smith, Jr.   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director Kristine L. Svinicki   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Elect Director E. Jenner Wood, III   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
The Southern Company   SO   05/25/2022   842587107    Adopt Simple Majority Vote   Shareholder   For   No


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Vote Against Management

The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Alan L. Beller   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Janet M. Dolan   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Patricia L. Higgins   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director William J. Kane   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Thomas B. Leonardi   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Clarence Otis, Jr.   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Elizabeth E. Robinson   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Philip T. (Pete) Ruegger, III   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Rafael Santana   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Todd C. Schermerhorn   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Alan D. Schnitzer   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Laurie J. Thomsen   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Elect Director Bridget van Kralingen   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Ratify KPMG LLP as Auditors   Management   For   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Report on Lobbying Payments and Policy   Shareholder   For   Yes
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting   Shareholder   For   Yes
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Adopt Underwriting Policies in Alignment with IEA’s Net Zero 2050 Scenario   Shareholder   Against   No
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
The Travelers Companies, Inc.   TRV   05/25/2022   89417E109    Ensure Policies Do No Support Police Violations of Civil Rights   Shareholder   Against   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Elect Director Jeffrey Dailey   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Elect Director Constantine P. Iordanou   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Elect Director Wendy Lane   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Elect Director Lee M. Shavel   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Elect Director Kimberly S. Stevenson   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Declassify the Board of Directors   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Verisk Analytics, Inc.   VRSK   05/25/2022   92345Y106    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Elect Director Mitchell E. Daniels, Jr.   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Elect Director Elder Granger   Management   For   No


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Vote Against Management

Cerner Corporation   CERN   05/26/2022   156782104    Elect Director John J. Greisch   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Elect Director Melinda J. Mount   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Elect Director George A. Riedel   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Elect Director R. Halsey Wise   Management   Against   Yes
Cerner Corporation   CERN   05/26/2022   156782104    Ratify KPMG LLP as Auditors   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Eliminate Supermajority Vote Requirements for Certain Business Combination Transactions   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Eliminate Supermajority Vote Requirement to Amend or Repeal the By-Laws   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Eliminate Supermajority Vote Requirement to Repeal Provisions of the Certificate   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Eliminate Supermajority Vote Requirement to Remove Directors With or Without Cause   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Amend Omnibus Stock Plan   Management   For   No
Cerner Corporation   CERN   05/26/2022   156782104    Provide Right to Call a Special Meeting   Shareholder   For   Yes
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Amy G. Brady   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Edward D. Breen   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Ruby R. Chandy   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Terrence R. Curtin   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Alexander M. Cutler   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Eleuthere I. du Pont   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Kristina M. Johnson   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Luther C. Kissam   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Frederick M. Lowery   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Raymond J. Milchovich   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Deanna M. Mulligan   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Elect Director Steven M. Sterin   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
DuPont de Nemours, Inc.   DD   05/26/2022   26614N102    Require Independent Board Chair   Shareholder   Against   No
HNI Corporation   HNI   05/26/2022   404251100    Elect Director Jeffrey D. Lorenger   Management   For   No
HNI Corporation   HNI   05/26/2022   404251100    Elect Director Larry B. Porcellato   Management   For   No
HNI Corporation   HNI   05/26/2022   404251100    Elect Director Abbie J. Smith   Management   For   No


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Vote Against Management

HNI Corporation   HNI   05/26/2022   404251100    Ratify KPMG LLP as Auditors   Management   For   No
HNI Corporation   HNI   05/26/2022   404251100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Proxy (White Proxy Card)   Management    
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Lloyd Dean   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Robert Eckert   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Catherine Engelbert   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Margaret Georgiadis   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Enrique Hernandez, Jr.   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Christopher Kempczinski   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Richard Lenny   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director John Mulligan   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Sheila Penrose   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director John Rogers, Jr.   Management   Withhold   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Paul Walsh   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Miles White   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Ratify Ernst & Young LLP as Auditors   Management   For   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Efforts to Reduce Plastic Use   Shareholder   For   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Public Health Costs of Antibiotic Use and Impact on Diversified Shareholders   Shareholder   For   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Use of Gestation Stalls in Pork Supply Chain   Shareholder   For   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Third-Party Civil Rights Audit   Shareholder   For   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Lobbying Payments and Policy   Shareholder   For   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   For   Yes
McDonald’s Corporation   MCD   05/26/2022   580135101    Dissident Proxy (Gold Proxy Card)   Management    
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Leslie Samuelrich   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Elect Director Maisie Lucia Ganzler   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Lloyd Dean   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Robert Eckert   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Catherine Engelbert   Shareholder   Do Not Vote   No


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Vote Against Management

McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Margaret Georgiadis   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Enrique Hernandez, Jr.   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Christopher Kempczinski   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee John Mulligan   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee John Rogers, Jr.   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Paul Walsh   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Management Nominee Miles White   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Ratify Ernst & Young LLP as Auditors   Management   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Efforts to Reduce Plastic Use   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Public Health Costs of Antibiotic Use and Impact on Diversified Shareholders   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Use of Gestation Stalls in Pork Supply Chain   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Third-Party Civil Rights Audit   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Report on Lobbying Payments and Policy   Shareholder   Do Not Vote   No
McDonald’s Corporation   MCD   05/26/2022   580135101    Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Do Not Vote   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Jocelyn Carter-Miller   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Mary J. Steele Guilfoile   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Dawn Hudson   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Philippe Krakowsky   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Jonathan F. Miller   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Patrick Q. Moore   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director Linda S. Sanford   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director David M. Thomas   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Elect Director E. Lee Wyatt, Jr.   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Interpublic Group of Companies, Inc.   IPG   05/26/2022   460690100    Require Independent Board Chair   Shareholder   Against   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director D. James Bidzos   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Courtney D. Armstrong   Management   For   No


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Vote Against Management

VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Yehuda Ari Buchalter   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Kathleen A. Cote   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Thomas F. Frist, III   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Jamie S. Gorelick   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Roger H. Moore   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Elect Director Timothy Tomlinson   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Ratify KPMG LLP as Auditors   Management   For   No
VeriSign, Inc.   VRSN   05/26/2022   92343E102    Eliminate Holding Period for Shareholders to Call Special Meeting   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Raul Alvarez   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director David H. Batchelder   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Sandra B. Cochran   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Laurie Z. Douglas   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Richard W. Dreiling   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Marvin R. Ellison   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Daniel J. Heinrich   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Brian C. Rogers   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Bertram L. Scott   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Colleen Taylor   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Elect Director Mary Beth West   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Amend Omnibus Stock Plan   Management   For   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Report on Median Gender/Racial Pay Gap   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Amend Proxy Access Right   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Report on Risks of State Policies Restricting Reproductive Health Care   Shareholder   For   Yes
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Commission a Civil Rights and Non-Discrimination Audit   Shareholder   Against   No
Lowe’s Companies, Inc.   LOW   05/27/2022   548661107    Report on Risks from Company Vendors that Misclassify Employees as Independent Contractors   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Larry Page   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Sergey Brin   Management   For   No


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Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Sundar Pichai   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director John L. Hennessy   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Frances H. Arnold   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director L. John Doerr   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Roger W. Ferguson, Jr.   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Ann Mather   Management   Against   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director K. Ram Shriram   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Elect Director Robin L. Washington   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Ratify Ernst & Young LLP as Auditors   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Amend Omnibus Stock Plan   Management   Against   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Increase Authorized Common Stock   Management   For   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Climate Lobbying   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Physical Risks of Climate Change   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Metrics and Efforts to Reduce Water Related Risk   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Oversee and Report a Third-Party Racial Equity Audit   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Risks Associated with Use of Concealment Clauses   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Government Takedown Requests   Shareholder   Against   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Risks of Doing Business in Countries with Significant Human Rights Concerns   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Managing Risks Related to Data Collection, Privacy and Security   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Disclose More Quantitative and Qualitative Information on Algorithmic Systems   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Commission Third Party Assessment of Company’s Management of Misinformation and Disinformation Across Platforms   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on External Costs of Misinformation and Impact on Diversified Shareholders   Shareholder   Against   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Steps to Improve Racial and Gender Board Diversity   Shareholder   Against   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Establish an Environmental Sustainability Board Committee   Shareholder   For   Yes
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   Against   No
Alphabet Inc.   GOOGL   06/01/2022   02079K305    Report on Policies Regarding Military and Militarized Policing Agencies   Shareholder   Against   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Kenneth J. Bacon   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Madeline S. Bell   Management   For   No


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Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Edward D. Breen   Management   Withhold   Yes
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Gerald L. Hassell   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Jeffrey A. Honickman   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Maritza G. Montiel   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Asuka Nakahara   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director David C. Novak   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Elect Director Brian L. Roberts   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Report on Charitable Contributions   Shareholder   Against   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Comcast Corporation   CMCSA   06/01/2022   20030N101    Report on Omitting Viewpoint and Ideology from EEO Policy   Shareholder   Against   No
Comcast Corporation   CMCSA   06/01/2022   20030N101    Conduct Audit and Report on Effectiveness of Sexual Harassment Policies   Shareholder   For   Yes
Comcast Corporation   CMCSA   06/01/2022   20030N101    Report on Retirement Plan Options Aligned with Company Climate Goals   Shareholder   For   Yes
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Cesar Conde   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Timothy P. Flynn   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Sarah J. Friar   Management   Against   Yes
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Carla A. Harris   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Thomas W. Horton   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Marissa A. Mayer   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director C. Douglas McMillon   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Gregory B. Penner   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Randall L. Stephenson   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director S. Robson Walton   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Elect Director Steuart L. Walton   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Ratify Ernst & Young LLP as Auditors   Management   For   No
Walmart Inc.   WMT   06/01/2022   931142103    Report on Animal Welfare Policies and Practices in Food Supply Chain   Shareholder   For   Yes
Walmart Inc.   WMT   06/01/2022   931142103    Create a Pandemic Workforce Advisory Council   Shareholder   For   Yes
Walmart Inc.   WMT   06/01/2022   931142103    Report on Impacts of Restrictive Reproductive Healthcare Legislation   Shareholder   For   Yes


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Walmart Inc.   WMT   06/01/2022   931142103    Report on Alignment of Racial Justice Goals and Starting Wages   Shareholder   For   Yes
Walmart Inc.   WMT   06/01/2022   931142103    Report on a Civil Rights and Non-Discrimination Audit   Shareholder   Against   No
Walmart Inc.   WMT   06/01/2022   931142103    Report on Charitable Contributions   Shareholder   Against   No
Walmart Inc.   WMT   06/01/2022   931142103    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director Laura Alber   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director Esi Eggleston Bracey   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director Scott Dahnke   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director Anne Finucane   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director Paula Pretlow   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director William Ready   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Elect Director Frits van Paasschen   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Williams-Sonoma, Inc.   WSM   06/01/2022   969904101    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Robert K. Burgess   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Tench Coxe   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director John O. Dabiri   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Persis S. Drell   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Jen-Hsun Huang   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Dawn Hudson   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Harvey C. Jones   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Michael G. McCaffery   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Stephen C. Neal   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Mark L. Perry   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director A. Brooke Seawell   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Aarti Shah   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Elect Director Mark A. Stevens   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Increase Authorized Common Stock   Management   For   No
NVIDIA Corporation   NVDA   06/02/2022   67066G104    Amend Omnibus Stock Plan   Management   For   No


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Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director David A. Blau   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Eddy W. Hartenstein   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Robin P. Hickenlooper   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director James P. Holden   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Gregory B. Maffei   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Evan D. Malone   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director James E. Meyer   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Jonelle Procope   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Michael Rapino   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Kristina M. Salen   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Carl E. Vogel   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director Jennifer C. Witz   Management   For   No
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Elect Director David M. Zaslav   Management   Withhold   Yes
Sirius XM Holdings Inc.   SIRI   06/02/2022   82968B103    Ratify KPMG LLP as Auditors   Management   For   No
Virtu Financial, Inc.   VIRT   06/02/2022   928254101    Elect Director William F. Cruger, Jr.   Management   For   No
Virtu Financial, Inc.   VIRT   06/02/2022   928254101    Elect Director Christopher C. Quick   Management   Withhold   Yes
Virtu Financial, Inc.   VIRT   06/02/2022   928254101    Elect Director Vincent Viola   Management   For   No
Virtu Financial, Inc.   VIRT   06/02/2022   928254101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Virtu Financial, Inc.   VIRT   06/02/2022   928254101    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Virtu Financial, Inc.   VIRT   06/02/2022   928254101    Amend Omnibus Stock Plan   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director Timothy P. Flynn   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director Paul R. Garcia   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director Stephen J. Hemsley   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director Michele J. Hooper   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director F. William McNabb, III   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director Valerie C. Montgomery Rice   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director John H. Noseworthy   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Elect Director Andrew Witty   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Ratify Deloitte & Touche LLP as Auditors   Management   For   No


Issuer Name

 

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UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
UnitedHealth Group Incorporated   UNH   06/06/2022   91324P102    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
Antero Midstream Corporation   AM   06/07/2022   03676B102    Elect Director Paul M. Rady   Management   For   No
Antero Midstream Corporation   AM   06/07/2022   03676B102    Elect Director David H. Keyte   Management   Withhold   Yes
Antero Midstream Corporation   AM   06/07/2022   03676B102    Ratify KPMG LLP as Auditors   Management   For   No
Antero Midstream Corporation   AM   06/07/2022   03676B102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Organon & Co.   OGN   06/07/2022   68622V106    Elect Director Robert A. Essner   Management   For   No
Organon & Co.   OGN   06/07/2022   68622V106    Elect Director Shelly Lazarus   Management   For   No
Organon & Co.   OGN   06/07/2022   68622V106    Elect Director Cynthia M. Patton   Management   For   No
Organon & Co.   OGN   06/07/2022   68622V106    Elect Director Grace Puma   Management   For   No
Organon & Co.   OGN   06/07/2022   68622V106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Organon & Co.   OGN   06/07/2022   68622V106    Advisory Vote on Say on Pay Frequency   Management   One Year   No
Organon & Co.   OGN   06/07/2022   68622V106    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Kelly A. Ayotte   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director David L. Calhoun   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Daniel M. Dickinson   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Gerald Johnson   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director David W. MacLennan   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Debra L. Reed-Klages   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Edward B. Rust, Jr.   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Susan C. Schwab   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director D. James Umpleby, III   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Elect Director Rayford Wilkins, Jr.   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Ratify PricewaterhouseCoopers as Auditors   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Report on Long-Term Greenhouse Gas Targets Aligned with Paris Agreement   Shareholder   For   No
Caterpillar Inc.   CAT   06/08/2022   149123101    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Caterpillar Inc.   CAT   06/08/2022   149123101    Report on Risks of Doing Business in Conflict-Affected Areas   Shareholder   For   Yes
Caterpillar Inc.   CAT   06/08/2022   149123101    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Against   No
Credit Acceptance Corporation   CACC   06/08/2022   225310101    Elect Director Kenneth S. Booth   Management   For   No


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Vote Against Management

Credit Acceptance Corporation   CACC   06/08/2022   225310101    Elect Director Glenda J. Flanagan   Management   For   No
Credit Acceptance Corporation   CACC   06/08/2022   225310101    Elect Director Vinayak R. Hegde   Management   For   No
Credit Acceptance Corporation   CACC   06/08/2022   225310101    Elect Director Thomas N. Tryforos   Management   For   No
Credit Acceptance Corporation   CACC   06/08/2022   225310101    Elect Director Scott J. Vassalluzzo   Management   For   No
Credit Acceptance Corporation   CACC   06/08/2022   225310101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Credit Acceptance Corporation   CACC   06/08/2022   225310101    Ratify Grant Thornton LLP as Auditors   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Barbara M. Baumann   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director John E. Bethancourt   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Ann G. Fox   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director David A. Hager   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Kelt Kindick   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director John Krenicki, Jr.   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Karl F. Kurz   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Robert A. Mosbacher, Jr.   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Richard E. Muncrief   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Duane C. Radtke   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Elect Director Valerie M. Williams   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Ratify KPMG LLP as Auditors   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Devon Energy Corporation   DVN   06/08/2022   25179M103    Approve Omnibus Stock Plan   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director David P. Abney   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Douglas M. Baker, Jr.   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director George S. Barrett   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Gail K. Boudreaux   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Brian C. Cornell   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Robert L. Edwards   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Melanie L. Healey   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Donald R. Knauss   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Christine A. Leahy   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Monica C. Lozano   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Target Corporation   TGT   06/08/2022   87612E106    Elect Director Derica W. Rice   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Elect Director Dmitri L. Stockton   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Ratify Ernst & Young LLP as Auditors   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Target Corporation   TGT   06/08/2022   87612E106    Amend Proxy Access Right   Shareholder   Against   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Dame Inga Beale   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Fumbi Chima   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Michael Hammond   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Carl Hess   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Brendan O’Neill   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Linda Rabbitt   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Paul Reilly   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Michelle Swanback   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Elect Director Paul Thomas   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    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   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Renew the Board’s Authority to Issue Shares Under Irish Law   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Approve Reduction and Cancellation of Share Premium Account   Management   For   No
Willis Towers Watson Public Limited Company   WTW   06/08/2022   G96629103    Amend Omnibus Stock Plan   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Corie S. Barry   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Lisa M. Caputo   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director J. Patrick Doyle   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director David W. Kenny   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Mario J. Marte   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Karen A. McLoughlin   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Thomas L. “Tommy” Millner   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Claudia F. Munce   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Richelle P. Parham   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Steven E. Rendle   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Best Buy Co., Inc.   BBY   06/09/2022   086516101    Elect Director Eugene A. Woods   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Best Buy Co., Inc.   BBY   06/09/2022   086516101    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Travis D. Stice   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Vincent K. Brooks   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Michael P. Cross   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director David L. Houston   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Stephanie K. Mains   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Mark L. Plaumann   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Melanie M. Trent   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Elect Director Steven E. West   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Diamondback Energy, Inc.   FANG   06/09/2022   25278X109    Ratify Grant Thornton LLP as Auditors   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   06/10/2022   75886F107    Elect Director Bonnie L. Bassler   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   06/10/2022   75886F107    Elect Director Michael S. Brown   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   06/10/2022   75886F107    Elect Director Leonard S. Schleifer   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   06/10/2022   75886F107    Elect Director George D. Yancopoulos   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   06/10/2022   75886F107    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Regeneron Pharmaceuticals, Inc.   REGN   06/10/2022   75886F107    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Elect Director Bernadette S. Aulestia   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Elect Director Dennis J. FitzSimons   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Elect Director C. Thomas McMillen   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Elect Director Lisbeth McNabb   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Nexstar Media Group, Inc.   NXST   06/13/2022   65336K103    Eliminate Class B and Class C Common Stock   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director Mark J. Barrenechea   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director Emanuel Chirico   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director William J. Colombo   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director Anne Fink   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director Sandeep Mathrani   Management   Withhold   Yes
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director Desiree Ralls-Morrison   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Elect Director Larry D. Stone   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dick’s Sporting Goods, Inc.   DKS   06/15/2022   253393102    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Etsy, Inc.   ETSY   06/15/2022   29786A106    Elect Director C. Andrew Ballard   Management   For   No
Etsy, Inc.   ETSY   06/15/2022   29786A106    Elect Director Jonathan D. Klein   Management   For   No
Etsy, Inc.   ETSY   06/15/2022   29786A106    Elect Director Margaret M. Smyth   Management   For   No
Etsy, Inc.   ETSY   06/15/2022   29786A106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Etsy, Inc.   ETSY   06/15/2022   29786A106    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Shellye L. Archambeau   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Amy Woods Brinkley   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Irene M. Esteves   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director L. Neil Hunn   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Robert D. Johnson   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Thomas P. Joyce, Jr.   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Laura G. Thatcher   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Richard F. Wallman   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Elect Director Christopher Wright   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Roper Technologies, Inc.   ROP   06/15/2022   776696106    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Elect Director W. Robert Berkley, Jr.   Management   For   No
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Elect Director Ronald E. Blaylock   Management   For   No
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Elect Director Mary C. Farrell   Management   For   No
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Elect Director Mark L. Shapiro   Management   For   No
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Increase Authorized Common Stock   Management   Against   Yes
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
W. R. Berkley Corporation   WRB   06/15/2022   084423102    Ratify KPMG LLP as Auditors   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Lester B. Knight   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Gregory C. Case   Management   For   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Aon plc   AON   06/17/2022   G0403H108    Elect Director Jin-Yong Cai   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Jeffrey C. Campbell   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Fulvio Conti   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Cheryl A. Francis   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director J. Michael Losh   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Richard C. Notebaert   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Gloria Santona   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Byron O. Spruell   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Elect Director Carolyn Y. Woo   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Ratify Ernst & Young LLP as Auditors   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Ratify Ernst & Young Chartered Accountants as Statutory Auditor   Management   For   No
Aon plc   AON   06/17/2022   G0403H108    Authorize Board to Fix Remuneration of Auditors   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Merit E. Janow   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Candido Bracher   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Richard K. Davis   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Julius Genachowski   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Choon Phong Goh   Management   Against   Yes
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Oki Matsumoto   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Michael Miebach   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Youngme Moon   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Rima Qureshi   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Gabrielle Sulzberger   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Jackson Tai   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Harit Talwar   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Elect Director Lance Uggla   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold   Management   For   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold   Shareholder   Against   No


Issuer Name

 

Ticker

 

Meeting Date

 

Primary CUSIP

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Mastercard Incorporated   MA   06/21/2022   57636Q104    Report on Political Contributions   Shareholder   For   Yes
Mastercard Incorporated   MA   06/21/2022   57636Q104    Report on Charitable Contributions   Shareholder   Against   No
Mastercard Incorporated   MA   06/21/2022   57636Q104    Report on Risks Associated with Sale and Purchase of Ghost Guns   Shareholder   For   Yes
QIAGEN NV   QGEN   06/23/2022   N72482123    Annual Meeting Agenda   Management    
QIAGEN NV   QGEN   06/23/2022   N72482123    Adopt Financial Statements and Statutory Reports   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Approve Remuneration Report   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Approve Discharge of Management Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Approve Discharge of Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Metin Colpan to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Thomas Ebeling to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Toralf Haag to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Ross L. Levine to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Elaine Mardis to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Eva Pisa to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Lawrence A. Rosen to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Elect Elizabeth E. Tallett to Supervisory Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Reelect Thierry Bernard to Management Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Reelect Roland Sackers to Management Board   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Ratify KPMG Accountants N.V. as Auditors   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Grant Supervisory Board Authority to Issue Shares   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Authorize Supervisory Board to Exclude Preemptive Rights from Share Issuances   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Authorize Repurchase of Shares   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Approve Discretionary Rights for the Managing Board to Implement Capital Repayment by Means of Synthetic Share Repurchase   Management   For   No
QIAGEN NV   QGEN   06/23/2022   N72482123    Approve Cancellation of Shares   Management   For   No


State Farm Interim Fund

There was no proxy voting activity for the Fund during the reporting period.


State Farm Municipal Bond Fund

There was no proxy voting activity for the Fund during the reporting period.


River Canyon Total Return Bond Fund

 

Issuer Name   Ticker   Primary CUSIP   Meeting Date    Proposal Text   Proponent   Vote Instruction   Vote Against Management
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Donna J. Blank   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Morris A. Davis   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Peter J. Federico   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director John D. Fisk   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Andrew A. Johnson, Jr.   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Gary D. Kain   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Prue B. Larocca   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Paul E. Mullings   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Elect Director Frances R. Spark   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Eliminate Supermajority Vote Requirement for Certain Amendments to the Certificate of Incorporation   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Eliminate Supermajority Vote Requirement for Amendments to Bylaws   Management   For   No
AGNC Investment Corp.   AGNC   00123Q104   21-Apr-22    Eliminate Supermajority Vote Requirement for Removal of Directors   Management   For   No


Vontobel U.S. Equity Institutional Fund

 

Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Christy Clark   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Jennifer M. Daniels   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Nicholas I. Fink   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Jerry Fowden   Management   Withhold   Yes
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Ernesto M. Hernandez   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Susan Somersille Johnson   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director James A. Locke, III   Management   Withhold   Yes
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Jose Manuel Madero Garza   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Daniel J. McCarthy   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director William A. Newlands   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Richard Sands   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Robert Sands   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Elect Director Judy A. Schmeling   Management   Withhold   Yes
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Ratify KPMG LLP as Auditor   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Constellation Brands, Inc.   STZ   21036P108   20-Jul-21    Adopt a Policy on Board Diversity   Shareholder   Against   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Kofi A. Bruce   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Leonard S. Coleman   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Jeffrey T. Huber   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Talbott Roche   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Richard A. Simonson   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Luis A. Ubinas   Management   Against   Yes
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Heidi J. Ueberroth   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Elect Director Andrew Wilson   Management   Against   Yes
Electronic Arts Inc.   EA   285512109   12-Aug-21    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Electronic Arts Inc.   EA   285512109   12-Aug-21    Ratify KPMG LLP as Auditors   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Provide Right to Act by Written Consent   Management   For   No
Electronic Arts Inc.   EA   285512109   12-Aug-21    Provide Right to Act by Written Consent   Shareholder   For   Yes
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director H. Lynn Horak   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Diane C. Bridgewater   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Donald E. Frieson   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Cara K. Heiden   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director David K. Lenhardt   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Darren M. Rebelez   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Larree M. Renda   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Judy A. Schmeling   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Gregory A. Trojan   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Elect Director Allison M. Wing   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Ratify KPMG LLP as Auditors   Management   For   No
Casey’s General Stores, Inc.   CASY   147528103   01-Sep-21    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   20-Sep-21    Increase Authorized Common Stock   Management   For   No
NIKE, Inc.   NKE   654106103   06-Oct-21    Elect Director Alan B. Graf, Jr.   Management   For   No
NIKE, Inc.   NKE   654106103   06-Oct-21    Elect Director Peter B. Henry   Management   For   No
NIKE, Inc.   NKE   654106103   06-Oct-21    Elect Director Michelle A. Peluso   Management   For   No
NIKE, Inc.   NKE   654106103   06-Oct-21    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
NIKE, Inc.   NKE   654106103   06-Oct-21    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
NIKE, Inc.   NKE   654106103   06-Oct-21    Report on Political Contributions Disclosure   Shareholder   For   Yes
NIKE, Inc.   NKE   654106103   06-Oct-21    Report on Human Rights Impact Assessment   Shareholder   For   Yes
NIKE, Inc.   NKE   654106103   06-Oct-21    Report on Median Gender/Racial Pay Gap   Shareholder   For   Yes
NIKE, Inc.   NKE   654106103   06-Oct-21    Report on Diversity and Inclusion Efforts   Shareholder   For   Yes
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Reid G. Hoffman   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Hugh F. Johnston   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Teri L. List   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Satya Nadella   Management   Against   Yes
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Sandra E. Peterson   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Penny S. Pritzker   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Carlos A. Rodriguez   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Charles W. Scharf   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director John W. Stanton   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director John W. Thompson   Management   Against   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Emma N. Walmsley   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Elect Director Padmasree Warrior   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Approve Qualified Employee Stock Purchase Plan   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Report on Gender/Racial Pay Gap   Shareholder   For   Yes
Microsoft Corporation   MSFT   594918104   30-Nov-21    Report on Effectiveness of Workplace Sexual Harassment Policies   Shareholder   For   Yes
Microsoft Corporation   MSFT   594918104   30-Nov-21    Prohibit Sales of Facial Recognition Technology to All Government Entities   Shareholder   Against   No
Microsoft Corporation   MSFT   594918104   30-Nov-21    Report on Implementation of the Fair Chance Business Pledge   Shareholder   For   Yes
Microsoft Corporation   MSFT   594918104   30-Nov-21    Report on Lobbying Activities Alignment with Company Policies   Shareholder   For   Yes
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Willis J. Johnson   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director A. Jayson Adair   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Matt Blunt   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Steven D. Cohan   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Daniel J. Englander   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director James E. Meeks   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Thomas N. Tryforos   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Diane M. Morefield   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Stephen Fisher   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Cherylyn Harley LeBon   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Elect Director Carl D. Sparks   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Copart, Inc.   CPRT   217204106   03-Dec-21    Ratify Ernst & Young LLP as Auditors   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Catherine M. Burzik   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Carrie L. Byington   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director R. Andrew Eckert   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Claire M. Fraser   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Jeffrey W. Henderson   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Christopher Jones   Management   Against   Yes
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Marshall O. Larsen   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director David F. Melcher   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Thomas E. Polen   Management   Against   Yes
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Claire Pomeroy   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Timothy M. Ring   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Elect Director Bertram L. Scott   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Becton, Dickinson and Company   BDX   075887109   25-Jan-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Lloyd A. Carney   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Mary B. Cranston   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Francisco Javier Fernandez-Carbajal   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Alfred F. Kelly, Jr.   Management   Against   Yes
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Ramon Laguarta   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director John F. Lundgren   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Robert W. Matschullat   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Denise M. Morrison   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Linda J. Rendle   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Elect Director Maynard G. Webb, Jr.   Management   Against   Yes
Visa Inc.   V   92826C839   25-Jan-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Visa Inc.   V   92826C839   25-Jan-22    Ratify KPMG LLP as Auditors   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Susan E. Arnold   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Mary T. Barra   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Safra A. Catz   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Amy L. Chang   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Robert A. Chapek   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Francis A. deSouza   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Michael B.G. Froman   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Maria Elena Lagomasino   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Calvin R. McDonald   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Mark G. Parker   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

The Walt Disney Company   DIS   254687106   09-Mar-22    Elect Director Derica W. Rice   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Walt Disney Company   DIS   254687106   09-Mar-22    Report on Lobbying Payments and Policy   Shareholder   For   Yes
The Walt Disney Company   DIS   254687106   09-Mar-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
The Walt Disney Company   DIS   254687106   09-Mar-22    Report on Human Rights Due Diligence   Shareholder   For   Yes
The Walt Disney Company   DIS   254687106   09-Mar-22    Report on Gender/Racial Pay Gap   Shareholder   For   Yes
The Walt Disney Company   DIS   254687106   09-Mar-22    Report on Workplace Non-Discrimination Audit   Shareholder   Against   No
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Elect Director James G. Cullen   Management   For   No
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Elect Director Michelle J. Holthaus   Management   For   No
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Elect Director Jean M. Nye   Management   Against   Yes
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Elect Director Joanne B. Olsen   Management   For   No
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Keysight Technologies, Inc.   KEYS   49338L103   17-Mar-22    Declassify the Board of Directors   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Aart J. de Geus   Management   Against   Yes
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Janice D. Chaffin   Management   Against   Yes
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Bruce R. Chizen   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Mercedes Johnson   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Chrysostomos L. “Max” Nikias   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Jeannine P. Sargent   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director John G. Schwarz   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Elect Director Roy Vallee   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Amend Omnibus Stock Plan   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Amend Qualified Employee Stock Purchase Plan   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Ratify KPMG LLP as Auditors   Management   For   No
Synopsys, Inc.   SNPS   871607107   12-Apr-22    Provide Right to Act by Written Consent   Shareholder   For   Yes
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Amy Banse   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Brett Biggs   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Melanie Boulden   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Frank Calderoni   Management   Against   Yes
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Laura Desmond   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Shantanu Narayen   Management   Against   Yes
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Spencer Neumann   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Kathleen Oberg   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Dheeraj Pandey   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director David Ricks   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director Daniel Rosensweig   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Elect Director John Warnock   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Ratify KPMG LLP as Auditors   Management   For   No
Adobe Inc.   ADBE   00724F101   14-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Kerrii B. Anderson   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Arthur F. Anton   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Jeff M. Fettig   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Richard J. Kramer   Management   Against   Yes
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director John G. Morikis   Management   Against   Yes
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Christine A. Poon   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Aaron M. Powell   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Marta R. Stewart   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Michael H. Thaman   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Matthew Thornton, III   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Elect Director Steven H. Wunning   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Sherwin-Williams Company   SHW   824348106   20-Apr-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Raquel C. Bono   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Bruce D. Broussard   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Frank A. D’Amelio   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director David T. Feinberg   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Wayne A. I. Frederick   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Humana Inc.   HUM   444859102   21-Apr-22    Elect Director John W. Garratt   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Kurt J. Hilzinger   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director David A. Jones, Jr.   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Karen W. Katz   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Marcy S. Klevorn   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director William J. McDonald   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director Jorge S. Mesquita   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Elect Director James J. O’Brien   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Humana Inc.   HUM   444859102   21-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Herb Allen   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Marc Bolland   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Ana Botin   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Christopher C. Davis   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Barry Diller   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Helene D. Gayle   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Alexis M. Herman   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Maria Elena Lagomasino   Management   Against   Yes
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director James Quincey   Management   Against   Yes
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director Caroline J. Tsay   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Elect Director David B. Weinberg   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
The Coca-Cola Company   KO   191216100   26-Apr-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
The Coca-Cola Company   KO   191216100   26-Apr-22    Report on External Public Health Costs   Shareholder   For   Yes
The Coca-Cola Company   KO   191216100   26-Apr-22    Report on Global Public Policy and Political Influence   Shareholder   For   Yes
The Coca-Cola Company   KO   191216100   26-Apr-22    Require Independent Board Chair   Shareholder   For   Yes
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Erik Olsson   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Ann Fandozzi   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Robert George Elton   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Sarah Raiss   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Christopher Zimmerman   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Adam DeWitt   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Lisa Hook   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Mahesh Shah   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Elect Director Carol M. Stephenson   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Amend Shareholder Rights Plan   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Approve Increase in Size of Board from Ten to Twelve   Management   For   No
Ritchie Bros. Auctioneers Incorporated   RBA   767744105   27-Apr-22    Advisory Vote on Say on Pay Frequency   Management   One Year   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Craig H. Barratt   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Joseph C. Beery   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Gary S. Guthart   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Amal M. Johnson   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Don R. Kania   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Amy L. Ladd   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Keith R. Leonard, Jr.   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Alan J. Levy   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Jami Dover Nachtsheim   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Monica P. Reed   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Elect Director Mark J. Rubash   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Intuitive Surgical, Inc.   ISRG   46120E602   28-Apr-22    Amend Omnibus Stock Plan   Management   Against   Yes
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Darius Adamczyk   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Mary C. Beckerle   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director D. Scott Davis   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Ian E. L. Davis   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Jennifer A. Doudna   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Joaquin Duato   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Alex Gorsky   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Marillyn A. Hewson   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Hubert Joly   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Mark B. McClellan   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Anne M. Mulcahy   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director A. Eugene Washington   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Mark A. Weinberger   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Elect Director Nadja Y. West   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Approve Omnibus Stock Plan   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution*   Shareholder     No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Report on a Civil Rights, Equity, Diversity and Inclusion Audit   Shareholder   Against   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   28-Apr-22    Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   28-Apr-22    Report on Public Health Costs of Limited Sharing of Vaccine Technology   Shareholder   Against   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Discontinue Global Sales of Baby Powder Containing Talc   Shareholder   Against   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Report on Charitable Contributions   Shareholder   Against   No
Johnson & Johnson   JNJ   478160104   28-Apr-22    Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   28-Apr-22    Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   For   Yes
Johnson & Johnson   JNJ   478160104   28-Apr-22    Consider Pay Disparity Between Executives and Other Employees   Shareholder   Against   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Robert J. Alpern   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Sally E. Blount   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Robert B. Ford   Management   Against   Yes
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Paola Gonzalez   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Michelle A. Kumbier   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Darren W. McDew   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Nancy McKinstry   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director William A. Osborn   Management   Against   Yes
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Michael F. Roman   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Daniel J. Starks   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director John G. Stratton   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Elect Director Glenn F. Tilton   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Abbott Laboratories   ABT   002824100   29-Apr-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
Abbott Laboratories   ABT   002824100   29-Apr-22    Require Independent Board Chair   Shareholder   For   Yes
Abbott Laboratories   ABT   002824100   29-Apr-22    Adopt Policy on 10b5-1 Plans   Shareholder   For   Yes
Abbott Laboratories   ABT   002824100   29-Apr-22    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Abbott Laboratories   ABT   002824100   29-Apr-22    Report on Public Health Costs of Antimicrobial Resistance   Shareholder   For   Yes
Graco Inc.   GGG   384109104   29-Apr-22    Elect Director Eric P. Etchart   Management   For   No
Graco Inc.   GGG   384109104   29-Apr-22    Elect Director Jody H. Feragen   Management   For   No
Graco Inc.   GGG   384109104   29-Apr-22    Elect Director J. Kevin Gilligan   Management   For   No
Graco Inc.   GGG   384109104   29-Apr-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Graco Inc.   GGG   384109104   29-Apr-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Terrence A. Duffy   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Timothy S. Bitsberger   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Charles P. Carey   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Dennis H. Chookaszian   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Bryan T. Durkin   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Ana Dutra   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Martin J. Gepsman   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Larry G. Gerdes   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Daniel R. Glickman   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Daniel G. Kaye   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Phyllis M. Lockett   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Deborah J. Lucas   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Terry L. Savage   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Rahael Seifu   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director William R. Shepard   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Howard J. Siegel   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Elect Director Dennis A. Suskind   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Amend Omnibus Stock Plan   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Amend Non-Employee Director Omnibus Stock Plan   Management   For   No
CME Group Inc.   CME   12572Q105   04-May-22    Amend Qualified Employee Stock Purchase Plan   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Segun Agbaje   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Shona L. Brown   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Cesar Conde   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Ian Cook   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Edith W. Cooper   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Dina Dublon   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Michelle Gass   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Ramon L. Laguarta   Management   Against   Yes
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Dave Lewis   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director David C. Page   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Robert C. Pohlad   Management   Against   Yes
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Daniel Vasella   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Darren Walker   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Elect Director Alberto Weisser   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Ratify KPMG LLP as Auditors   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
PepsiCo, Inc.   PEP   713448108   04-May-22    Require Independent Board Chair   Shareholder   For   Yes
PepsiCo, Inc.   PEP   713448108   04-May-22    Report on Global Public Policy and Political Influence   Shareholder   For   Yes
PepsiCo, Inc.   PEP   713448108   04-May-22    Report on Public Health Costs of Food and Beverages Products   Shareholder   For   Yes
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Nelda J. Connors   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Charles J. Dockendorff   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Yoshiaki Fujimori   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Donna A. James   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Edward J. Ludwig   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Michael F. Mahoney   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director David J. Roux   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director John E. Sununu   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director David S. Wichmann   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Elect Director Ellen M. Zane   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Boston Scientific Corporation   BSX   101137107   05-May-22    Amend Qualified Employee Stock Purchase Plan   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Carol B. Tome   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Rodney C. Adkins   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Eva C. Boratto   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Michael J. Burns   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Wayne M. Hewett   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Angela Hwang   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Kate E. Johnson   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director William R. Johnson   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Ann M. Livermore   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Franck J. Moison   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Christiana Smith Shi   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Russell Stokes   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Elect Director Kevin Warsh   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Report on Lobbying Payments and Policy   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05-May-22    Report on Corporate Climate Lobbying Aligned with Paris Agreement   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05-May-22    Approve Recapitalization Plan for all Stock to Have One-vote per Share   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05-May-22    Adopt Independently Verified Science-Based GHG Reduction Targets   Shareholder   For   Yes
United Parcel Service, Inc.   UPS   911312106   05-May-22    Report on Balancing Climate Measures and Financial Returns   Shareholder   Against   No
United Parcel Service, Inc.   UPS   911312106   05-May-22    Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Sharon Y. Bowen   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Shantella E. Cooper   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Duriya M. Farooqui   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director The Right Hon. the Lord Hague of Richmond   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Mark F. Mulhern   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Thomas E. Noonan   Management   Against   Yes
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Caroline L. Silver   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Jeffrey C. Sprecher   Management   Against   Yes
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Judith A. Sprieser   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Elect Director Martha A. Tirinnanzi   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Approve Omnibus Stock Plan   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Approve Non-Employee Director Stock Option Plan   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20%   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Intercontinental Exchange, Inc.   ICE   45866F104   13-May-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10%   Shareholder   For   Yes
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Edwin J. Gillis   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Timothy E. Guertin   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Peter Herweck   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Mark E. Jagiela   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Mercedes Johnson   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Marilyn Matz   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Fouad ‘Ford’ Tamer   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Elect Director Paul J. Tufano   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Teradyne, Inc.   TER   880770102   13-May-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Philip Bleser   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Stuart B. Burgdoerfer   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Pamela J. Craig   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Charles A. Davis   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Roger N. Farah   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Lawton W. Fitt   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Susan Patricia Griffith   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Devin C. Johnson   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Jeffrey D. Kelly   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Barbara R. Snyder   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Jan E. Tighe   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Elect Director Kahina Van Dyke   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Amend Non-Employee Director Omnibus Stock Plan   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Progressive Corporation   PGR   743315103   13-May-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Vulcan Materials Company   VMC   929160109   13-May-22    Elect Director Kathleen L. Quirk   Management   For   No
Vulcan Materials Company   VMC   929160109   13-May-22    Elect Director David P. Steiner   Management   Against   Yes
Vulcan Materials Company   VMC   929160109   13-May-22    Elect Director Lee J. Styslinger, III   Management   For   No
Vulcan Materials Company   VMC   929160109   13-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Vulcan Materials Company   VMC   929160109   13-May-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Lewis W.K. Booth   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Charles E. Bunch   Management   Against   Yes
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Ertharin Cousin   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Lois D. Juliber   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Jorge S. Mesquita   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Jane Hamilton Nielsen   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Christiana S. Shi   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Patrick T. Siewert   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Michael A. Todman   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Elect Director Dirk Van de Put   Management   Against   Yes
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Mondelez International, Inc.   MDLZ   609207105   18-May-22    Oversee and Report on a Racial Equity Audit   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Mondelez International, Inc.   MDLZ   609207105   18-May-22    Require Independent Board Chair   Shareholder   For   Yes
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director K. Gunnar Bjorklund   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Michael J. Bush   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Sharon D. Garrett   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Michael J. Hartshorn   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Stephen D. Milligan   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Patricia H. Mueller   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director George P. Orban   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Larree M. Renda   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Barbara Rentler   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Elect Director Doniel N. Sutton   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Ross Stores, Inc.   ROST   778296103   18-May-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Jeffrey H. Black   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Kathy Hopinkah Hannan   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Shailesh G. Jejurikar   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Christopher J. Kearney   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Judith F. Marks   Management   Against   Yes
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Harold W. McGraw, III   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Margaret M. V. Preston   Management   Against   Yes
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director Shelley Stewart, Jr.   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Elect Director John H. Walker   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Otis Worldwide Corporation   OTIS   68902V107   19-May-22    Amend Governing Documents Regarding Requirements to Call for a Special Meeting   Shareholder   Against   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Gerard J. Arpey   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Ari Bousbib   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Jeffery H. Boyd   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Gregory D. Brenneman   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director J. Frank Brown   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Albert P. Carey   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Edward P. Decker   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Linda R. Gooden   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Wayne M. Hewett   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Manuel Kadre   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Stephanie C. Linnartz   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Craig A. Menear   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Paula Santilli   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Elect Director Caryn Seidman-Becker   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Ratify KPMG LLP as Auditors   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Amend Omnibus Stock Plan   Management   For   No
The Home Depot, Inc.   HD   437076102   19-May-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   19-May-22    Require Independent Board Chair   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   19-May-22    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   19-May-22    Report on Steps to Improve Gender and Racial Equity on the Board   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   19-May-22    Report on Efforts to Eliminate Deforestation in Supply Chain   Shareholder   For   Yes
The Home Depot, Inc.   HD   437076102   19-May-22    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Jeffrey P. Bezos   Management   Against   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Andrew R. Jassy   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Keith B. Alexander   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Edith W. Cooper   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Jamie S. Gorelick   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Daniel P. Huttenlocher   Management   Against   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Judith A. McGrath   Management   Against   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Indra K. Nooyi   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Jonathan J. Rubinstein   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Patricia Q. Stonesifer   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Elect Director Wendell P. Weeks   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Ratify Ernst & Young LLP as Auditors   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Amazon.com, Inc.   AMZN   023135106   25-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Approve 20:1 Stock Split   Management   For   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Retirement Plan Options Aligned with Company Climate Goals   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Commission Third Party Report Assessing Company’s Human Rights Due Diligence Process   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Efforts to Reduce Plastic Use   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Worker Health and Safety Disparities   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Risks Associated with Use of Concealment Clauses   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Charitable Contributions   Shareholder   Against   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Publish a Tax Transparency Report   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Protecting the Rights of Freedom of Association and Collective Bargaining   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Lobbying Payments and Policy   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Require More Director Nominations Than Open Seats   Shareholder   Against   No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Commission a Third Party Audit on Working Conditions   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Report on Median Gender/Racial Pay Gap   Shareholder   For   Yes
Amazon.com, Inc.   AMZN   023135106   25-May-22    Oversee and Report a Racial Equity Audit *Withdrawn Resolution*   Shareholder     No
Amazon.com, Inc.   AMZN   023135106   25-May-22    Commission Third Party Study and Report on Risks Associated with Use of Rekognition   Shareholder   For   Yes
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Warren F. Bryant   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Michael M. Calbert   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Patricia D. Fili-Krushel   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Timothy I. McGuire   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director William C. Rhodes, III   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Debra A. Sandler   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Ralph E. Santana   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Elect Director Todd J. Vasos   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Dollar General Corporation   DG   256677105   25-May-22    Report on Political Contributions and Expenditures   Shareholder   For   Yes
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Kenneth J. Bacon   Management   Withhold   Yes
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Madeline S. Bell   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Edward D. Breen   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Gerald L. Hassell   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Jeffrey A. Honickman   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Maritza G. Montiel   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Asuka Nakahara   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director David C. Novak   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Elect Director Brian L. Roberts   Management   Withhold   Yes
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Report on Charitable Contributions   Shareholder   Against   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Oversee and Report a Racial Equity Audit   Shareholder   For   Yes
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Report on Omitting Viewpoint and Ideology from EEO Policy   Shareholder   Against   No
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Conduct Audit and Report on Effectiveness of Sexual Harassment Policies   Shareholder   For   Yes
Comcast Corporation   CMCSA   20030N101   01-Jun-22    Report on Retirement Plan Options Aligned with Company Climate Goals   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Cesar Conde   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Timothy P. Flynn   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Sarah J. Friar   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Carla A. Harris   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Thomas W. Horton   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Marissa A. Mayer   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director C. Douglas McMillon   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Gregory B. Penner   Management   Against   Yes
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Randall L. Stephenson   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director S. Robson Walton   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Elect Director Steuart L. Walton   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Ratify Ernst & Young LLP as Auditors   Management   For   No
Walmart Inc.   WMT   931142103   01-Jun-22    Report on Animal Welfare Policies and Practices in Food Supply Chain   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   01-Jun-22    Create a Pandemic Workforce Advisory Council   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   01-Jun-22    Report on Impacts of Restrictive Reproductive Healthcare Legislation   Shareholder   For   Yes


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Walmart Inc.   WMT   931142103   01-Jun-22    Report on Alignment of Racial Justice Goals and Starting Wages   Shareholder   For   Yes
Walmart Inc.   WMT   931142103   01-Jun-22    Report on a Civil Rights and Non-Discrimination Audit   Shareholder   Against   No
Walmart Inc.   WMT   931142103   01-Jun-22    Report on Charitable Contributions   Shareholder   Against   No
Walmart Inc.   WMT   931142103   01-Jun-22    Report on Lobbying Payments and Policy   Shareholder   For   Yes
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Rodney C. Adkins   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Jonathan Christodoro   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director John J. Donahoe   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director David W. Dorman   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Belinda J. Johnson   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Enrique Lores   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Gail J. McGovern   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Deborah M. Messemer   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director David M. Moffett   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Ann M. Sarnoff   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Daniel H. Schulman   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Elect Director Frank D. Yeary   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Advisory Vote on Say on Pay Frequency   Management   One Year   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
PayPal Holdings, Inc.   PYPL   70450Y103   02-Jun-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director Timothy P. Flynn   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director Paul R. Garcia   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director Stephen J. Hemsley   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director Michele J. Hooper   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director F. William McNabb, III   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director Valerie C. Montgomery Rice   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director John H. Noseworthy   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Elect Director Andrew Witty   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   For   Yes
UnitedHealth Group Incorporated   UNH   91324P102   06-Jun-22    Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   Against   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Timothy Armstrong   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Glenn D. Fogel   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Mirian M. Graddick-Weir   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Wei Hopeman   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Robert J. Mylod, Jr.   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Charles H. Noski   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Nicholas J. Read   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Thomas E. Rothman   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Sumit Singh   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Lynn Vojvodich Radakovich   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Elect Director Vanessa A. Wittman   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Ratify Deloitte & Touche LLP as Auditors   Management   For   No
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   For   Yes
Booking Holdings Inc.   BKNG   09857L108   09-Jun-22    Report on Climate Change Performance Metrics Into Executive Compensation Program   Shareholder   For   Yes
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Susan L. Bostrom   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Teresa Briggs   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Jonathan C. Chadwick   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Paul E. Chamberlain   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Lawrence J. Jackson, Jr.   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Frederic B. Luddy   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Jeffrey A. Miller   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Joseph “Larry” Quinlan   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Elect Director Sukumar Rathnam   Management   For   No
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   Against   Yes
ServiceNow, Inc.   NOW   81762P102   09-Jun-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Merit E. Janow   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Candido Bracher   Management   For   No


Issuer Name

 

Ticker

 

Primary CUSIP

 

Meeting Date

  

Proposal Text

 

Proponent

 

Vote Instruction

 

Vote Against Management

Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Richard K. Davis   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Julius Genachowski   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Choon Phong Goh   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Oki Matsumoto   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Michael Miebach   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Youngme Moon   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Rima Qureshi   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Gabrielle Sulzberger   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Jackson Tai   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Harit Talwar   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Elect Director Lance Uggla   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Advisory Vote to Ratify Named Executive Officers’ Compensation   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Ratify PricewaterhouseCoopers LLP as Auditors   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold   Management   For   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold   Shareholder   For   Yes
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Report on Political Contributions   Shareholder   Against   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Report on Charitable Contributions   Shareholder   Against   No
Mastercard Incorporated   MA   57636Q104   21-Jun-22    Report on Risks Associated with Sale and Purchase of Ghost Guns   Shareholder   Against   No


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.

Advisers Investment Trust

 

By:  

/s/ Barbara J. Nelligan

  Barbara J. Nelligan
  President
Date:   August 16, 2022