0000894189-23-006074.txt : 20230823
0000894189-23-006074.hdr.sgml : 20230823
20230823113514
ACCESSION NUMBER: 0000894189-23-006074
CONFORMED SUBMISSION TYPE: N-PX
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230823
DATE AS OF CHANGE: 20230823
EFFECTIVENESS DATE: 20230823
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ADVISORS SERIES TRUST
CENTRAL INDEX KEY: 0001027596
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: N-PX
SEC ACT: 1940 Act
SEC FILE NUMBER: 811-07959
FILM NUMBER: 231195895
BUSINESS ADDRESS:
STREET 1: U.S BANCORP FUND SERVICES, LLC
STREET 2: 615 E MICHIGAN STREET
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: 414-765-5340
MAIL ADDRESS:
STREET 1: 615 E MICHIGAN STREET
STREET 2: MK-WI-LC2
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
0001027596
S000032592
Fort Pitt Capital Total Return Fund
C000100439
Fort Pitt Capital Total Return Fund
FPCGX
N-PX
1
ast-fp_npx.txt
ANNUAL REPORT OF PROXY VOTING
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: 811-07959
NAME OF REGISTRANT: Advisors Series Trust
ADDRESS OF PRINCIPAL EXECUTIVE OFFICES: 615 East Michigan Street
Milwaukee, WI 53202
NAME AND ADDRESS OF AGENT FOR SERVICE: Jeffrey T. Rauman, President,
Chief Executive Officer
Advisors Series Trust c/o
U.S. Bancorp Fund Services,
LLC
777 East Wisconsin Avenue,
5th Floor
Milwaukee, WI 53202
REGISTRANT'S TELEPHONE NUMBER: 626-914-7363
DATE OF FISCAL YEAR END: 10/31
DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023
Fort Pitt Capital Total Return Fund
--------------------------------------------------------------------------------------------------------------------------
ABBOTT LABORATORIES Agenda Number: 935777865
--------------------------------------------------------------------------------------------------------------------------
Security: 002824100
Meeting Type: Annual
Meeting Date: 28-Apr-2023
Ticker: ABT
ISIN: US0028241000
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: R. J. Alpern Mgmt For For
1b. Election of Director: C. Babineaux-Fontenot Mgmt For For
1c. Election of Director: S. E. Blount Mgmt For For
1d. Election of Director: R. B. Ford Mgmt For For
1e. Election of Director: P. Gonzalez Mgmt For For
1f. Election of Director: M. A. Kumbier Mgmt For For
1g. Election of Director: D. W. McDew Mgmt For For
1h. Election of Director: N. McKinstry Mgmt For For
1i. Election of Director: M. G. O'Grady Mgmt For For
1j. Election of Director: M. F. Roman Mgmt For For
1k. Election of Director: D. J. Starks Mgmt For For
1l. Election of Director: J. G. Stratton Mgmt For For
2. Ratification of Ernst & Young LLP As Mgmt For For
Auditors
3. Say on Pay - An Advisory Vote on the Mgmt Against Against
Approval of Executive Compensation
4. Say When on Pay - An Advisory Vote on the Mgmt 1 Year For
Approval of the Frequency of Shareholder
Votes on Executive Compensation
5. Shareholder Proposal - Special Shareholder Shr For Against
Meeting Threshold
6. Shareholder Proposal - Independent Board Shr For Against
Chairman
7. Shareholder Proposal - Lobbying Disclosure Shr Against For
8. Shareholder Proposal - Incentive Shr Against For
Compensation
--------------------------------------------------------------------------------------------------------------------------
ADVANCED MICRO DEVICES, INC. Agenda Number: 935797728
--------------------------------------------------------------------------------------------------------------------------
Security: 007903107
Meeting Type: Annual
Meeting Date: 18-May-2023
Ticker: AMD
ISIN: US0079031078
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Nora M. Denzel Mgmt For For
1b. Election of Director: Mark Durcan Mgmt For For
1c. Election of Director: Michael P. Gregoire Mgmt For For
1d. Election of Director: Joseph A. Householder Mgmt For For
1e. Election of Director: John W. Marren Mgmt For For
1f. Election of Director: Jon A. Olson Mgmt For For
1g. Election of Director: Lisa T. Su Mgmt For For
1h. Election of Director: Abhi Y. Talwalkar Mgmt For For
1i. Election of Director: Elizabeth W. Mgmt For For
Vanderslice
2. Approve of the Advanced Micro Devices, Inc. Mgmt For For
2023 Equity Incentive Plan.
3. Ratify the appointment of Ernst & Young LLP Mgmt For For
as our independent registered public
accounting firm for the current fiscal
year.
4. Advisory vote to approve the executive Mgmt Against Against
compensation of our named executive
officers.
5. Advisory vote on the frequency of future Mgmt 1 Year For
advisory votes on executive compensation.
--------------------------------------------------------------------------------------------------------------------------
ALPHABET INC. Agenda Number: 935830946
--------------------------------------------------------------------------------------------------------------------------
Security: 02079K305
Meeting Type: Annual
Meeting Date: 02-Jun-2023
Ticker: GOOGL
ISIN: US02079K3059
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Larry Page Mgmt For For
1b. Election of Director: Sergey Brin Mgmt For For
1c. Election of Director: Sundar Pichai Mgmt For For
1d. Election of Director: John L. Hennessy Mgmt For For
1e. Election of Director: Frances H. Arnold Mgmt For For
1f. Election of Director: R. Martin "Marty" Mgmt For For
Chavez
1g. Election of Director: L. John Doerr Mgmt For For
1h. Election of Director: Roger W. Ferguson Jr. Mgmt For For
1i. Election of Director: Ann Mather Mgmt For For
1j. Election of Director: K. Ram Shriram Mgmt For For
1k. Election of Director: Robin L. Washington Mgmt For For
2. Ratification of the appointment of Ernst & Mgmt For For
Young LLP as Alphabet's independent
registered public accounting firm for the
fiscal year ending December 31, 2023
3. Approval of amendment and restatement of Mgmt For For
Alphabet's Amended and Restated 2021 Stock
Plan to increase the share reserve by
170,000,000 (post stock split) shares of
Class C capital stock
4. Advisory vote to approve compensation Mgmt Against Against
awarded to named executive officers
5. Advisory vote on the frequency of advisory Mgmt 1 Year Against
votes to approve compensation awarded to
named executive officers
6. Stockholder proposal regarding a lobbying Shr Against For
report
7. Stockholder proposal regarding a congruency Shr Against For
report
8. Stockholder proposal regarding a climate Shr Against For
lobbying report
9. Stockholder proposal regarding a report on Shr Against For
reproductive rights and data privacy
10. Stockholder proposal regarding a human Shr Against For
rights assessment of data center siting
11. Stockholder proposal regarding a human Shr Against For
rights assessment of targeted ad policies
and practices
12. Stockholder proposal regarding algorithm Shr Against For
disclosures
13. Stockholder proposal regarding a report on Shr Against For
alignment of YouTube policies with
legislation
14. Stockholder proposal regarding a content Shr Against For
governance report
15. Stockholder proposal regarding a Shr Against For
performance review of the Audit and
Compliance Committee
16. Stockholder proposal regarding bylaws Shr Against For
amendment
17. Stockholder proposal regarding "executives Shr Against For
to retain significant stock"
18. Stockholder proposal regarding equal Shr For Against
shareholder voting
--------------------------------------------------------------------------------------------------------------------------
APOLLO GLOBAL MANAGEMENT, INC. Agenda Number: 935702426
--------------------------------------------------------------------------------------------------------------------------
Security: 03769M106
Meeting Type: Annual
Meeting Date: 07-Oct-2022
Ticker: APO
ISIN: US03769M1062
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1. DIRECTOR
Marc Beilinson Mgmt For For
James Belardi Mgmt For For
Jessica Bibliowicz Mgmt For For
Walter (Jay) Clayton Mgmt For For
Michael Ducey Mgmt For For
Richard Emerson Mgmt For For
Kerry Murphy Healey Mgmt For For
Mitra Hormozi Mgmt For For
Pamela Joyner Mgmt For For
Scott Kleinman Mgmt For For
A.B. Krongard Mgmt For For
Pauline Richards Mgmt For For
Marc Rowan Mgmt For For
David Simon Mgmt For For
Lynn Swann Mgmt For For
James Zelter Mgmt For For
2. RATIFICATION OF APPOINTMENT OF DELOITTE & Mgmt For For
TOUCHE LLP AS THE COMPANY'S INDEPENDENT
REGISTERED PUBLIC ACCOUNTING FIRM FOR THE
FISCAL YEAR ENDING DECEMBER 31, 2022.
--------------------------------------------------------------------------------------------------------------------------
APPLE INC. Agenda Number: 935757700
--------------------------------------------------------------------------------------------------------------------------
Security: 037833100
Meeting Type: Annual
Meeting Date: 10-Mar-2023
Ticker: AAPL
ISIN: US0378331005
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a Election of Director: James Bell Mgmt For For
1b Election of Director: Tim Cook Mgmt For For
1c Election of Director: Al Gore Mgmt For For
1d Election of Director: Alex Gorsky Mgmt For For
1e Election of Director: Andrea Jung Mgmt For For
1f Election of Director: Art Levinson Mgmt For For
1g Election of Director: Monica Lozano Mgmt For For
1h Election of Director: Ron Sugar Mgmt For For
1i Election of Director: Sue Wagner Mgmt For For
2. Ratification of the appointment of Ernst & Mgmt For For
Young LLP as Apple's independent registered
public accounting firm for fiscal 2023
3. Advisory vote to approve executive Mgmt Against Against
compensation
4. Advisory vote on the frequency of advisory Mgmt 1 Year For
votes on executive compensation
5. A shareholder proposal entitled "Civil Shr Against For
Rights and Non-Discrimination Audit
Proposal"
6. A shareholder proposal entitled "Communist Shr Against For
China Audit"
7. A shareholder proposal on Board policy for Shr Against For
communication with shareholder proponents
8. A shareholder proposal entitled "Racial and Shr Against For
Gender Pay Gaps"
9. A shareholder proposal entitled Shr Against For
"Shareholder Proxy Access Amendments"
--------------------------------------------------------------------------------------------------------------------------
ARTHUR J. GALLAGHER & CO. Agenda Number: 935796360
--------------------------------------------------------------------------------------------------------------------------
Security: 363576109
Meeting Type: Annual
Meeting Date: 09-May-2023
Ticker: AJG
ISIN: US3635761097
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Sherry S. Barrat Mgmt For For
1b. Election of Director: William L. Bax Mgmt For For
1c. Election of Director: Teresa H. Clarke Mgmt For For
1d. Election of Director: D. John Coldman Mgmt For For
1e. Election of Director: J. Patrick Gallagher, Mgmt For For
Jr.
1f. Election of Director: David S. Johnson Mgmt For For
1g. Election of Director: Christopher C. Miskel Mgmt For For
1h. Election of Director: Ralph J. Nicoletti Mgmt For For
1i. Election of Director: Norman L. Rosenthal Mgmt For For
2. Ratification of the Appointment of Ernst & Mgmt For For
Young LLP as our Independent Auditor for
the fiscal year ending December 31, 2023.
3. Approval, on an Advisory Basis, of the Mgmt Against Against
Compensation of our Named Executive
Officers.
4. Vote, on an Advisory Basis, on the Mgmt 1 Year For
Frequency of Future Votes to Approve the
Compensation of Named Executive Officers.
5. Approval of Amendment to the Company's Mgmt For For
Amended and Restated Certificate of
Incorporation to Limit the Liability of
Certain Officers as Permitted by Law.
--------------------------------------------------------------------------------------------------------------------------
BRISTOL-MYERS SQUIBB COMPANY Agenda Number: 935788286
--------------------------------------------------------------------------------------------------------------------------
Security: 110122108
Meeting Type: Annual
Meeting Date: 02-May-2023
Ticker: BMY
ISIN: US1101221083
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1A. Election of Director: Peter J. Arduini Mgmt For For
1B. Election of Director: Deepak L. Bhatt, Mgmt For For
M.D., M.P.H.
1C. Election of Director: Giovanni Caforio, Mgmt For For
M.D.
1D. Election of Director: Julia A. Haller, M.D. Mgmt For For
1E. Election of Director: Manuel Hidalgo Mgmt For For
Medina, M.D., Ph.D.
1F. Election of Director: Paula A. Price Mgmt For For
1G. Election of Director: Derica W. Rice Mgmt For For
1H. Election of Director: Theodore R. Samuels Mgmt For For
1I. Election of Director: Gerald L. Storch Mgmt For For
1J. Election of Director: Karen H. Vousden, Mgmt For For
Ph.D.
1K. Election of Director: Phyllis R. Yale Mgmt For For
2. Advisory Vote to Approve the Compensation Mgmt Against Against
of our Named Executive Officers.
3. Advisory Vote on the Frequency of the Mgmt 1 Year For
Advisory Vote on the Compensation of our
Named Executive Officers.
4. Ratification of the Appointment of an Mgmt For For
Independent Registered Public Accounting
Firm.
5. Shareholder Proposal on the Adoption of a Shr For Against
Board Policy that the Chairperson of the
Board be an Independent Director.
6. Shareholder Proposal on Workplace Shr Against For
Non-Discrimination Audit.
7. Shareholder Proposal on Special Shareholder Shr For Against
Meeting Improvement.
--------------------------------------------------------------------------------------------------------------------------
BROADCOM INC Agenda Number: 935766189
--------------------------------------------------------------------------------------------------------------------------
Security: 11135F101
Meeting Type: Annual
Meeting Date: 03-Apr-2023
Ticker: AVGO
ISIN: US11135F1012
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Diane M. Bryant Mgmt For For
1b. Election of Director: Gayla J. Delly Mgmt For For
1c. Election of Director: Raul J. Fernandez Mgmt For For
1d. Election of Director: Eddy W. Hartenstein Mgmt For For
1e. Election of Director: Check Kian Low Mgmt For For
1f. Election of Director: Justine F. Page Mgmt For For
1g. Election of Director: Henry Samueli Mgmt For For
1h. Election of Director: Hock E. Tan Mgmt For For
1i. Election of Director: Harry L. You Mgmt For For
2. Ratification of the appointment of Mgmt For For
Pricewaterhouse Coopers LLP as the
independent registered public accounting
firm of Broadcom for the fiscal year ending
October 29, 2023.
3. Approve an amendment and restatement of the Mgmt For For
2012 Stock Incentive Plan.
4. Advisory vote to approve the named Mgmt Against Against
executive officer compensation.
5. Advisory vote on the frequency of the Mgmt 1 Year For
advisory vote on named executive officer
compensation.
--------------------------------------------------------------------------------------------------------------------------
CIENA CORPORATION Agenda Number: 935765214
--------------------------------------------------------------------------------------------------------------------------
Security: 171779309
Meeting Type: Annual
Meeting Date: 30-Mar-2023
Ticker: CIEN
ISIN: US1717793095
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Class II Director: Joanne B. Mgmt For For
Olsen
1b. Election of Class II Director: Gary B. Mgmt For For
Smith
2. Ratification of the appointment of Mgmt For For
PricewaterhouseCoopers LLP as our
independent registered public accounting
firm for fiscal 2023.
3. Advisory vote on our named executive Mgmt Against Against
officer compensation, as described in the
proxy materials.
4. Advisory vote on the frequency of future Mgmt 1 Year For
stockholder advisory votes on our named
executive officer compensation.
--------------------------------------------------------------------------------------------------------------------------
COHERENT CORP. Agenda Number: 935717352
--------------------------------------------------------------------------------------------------------------------------
Security: 19247G107
Meeting Type: Annual
Meeting Date: 16-Nov-2022
Ticker: COHR
ISIN: US19247G1076
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Class Two Director for a Mgmt For For
three-year term to expire at the 2025
Annual Meeting: Enrico Digirolamo
1b. Election of Class Two Director for a Mgmt For For
three-year term to expire at the 2025
Annual Meeting: David L. Motley
1c. Election of Class Two Director for a Mgmt For For
three-year term to expire at the 2025
Annual Meeting: Shaker Sadasivam
1d. Election of Class Two Director for a Mgmt For For
three-year term to expire at the 2025
Annual Meeting: Lisa Neal-Graves
2. Non-binding advisory vote to approve Mgmt Against Against
compensation paid to named executive
officers in fiscal year 2022.
3. Ratification of the Audit Committee's Mgmt For For
selection of Ernst & Young LLP as the
Company's independent registered public
accounting firm for the fiscal year ending
June 30, 2023.
--------------------------------------------------------------------------------------------------------------------------
CONSTELLATION BRANDS, INC. Agenda Number: 935670706
--------------------------------------------------------------------------------------------------------------------------
Security: 21036P108
Meeting Type: Annual
Meeting Date: 19-Jul-2022
Ticker: STZ
ISIN: US21036P1084
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1. DIRECTOR
Jennifer M. Daniels Mgmt For For
Jeremy S.G. Fowden Mgmt For For
Jose M. Madero Garza Mgmt For For
Daniel J. McCarthy Mgmt For For
2. To ratify the selection of KPMG LLP as the Mgmt For For
Company's independent registered public
accounting firm for the fiscal year ending
February 28, 2023.
3. To approve, by an advisory vote, the Mgmt Against Against
compensation of the Company's named
executive officers as disclosed in the
Proxy Statement.
--------------------------------------------------------------------------------------------------------------------------
CONSTELLATION BRANDS, INC. Agenda Number: 935714990
--------------------------------------------------------------------------------------------------------------------------
Security: 21036P108
Meeting Type: Special
Meeting Date: 09-Nov-2022
Ticker: STZ
ISIN: US21036P1084
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1. To approve and adopt the Amended and Mgmt For For
Restated Charter, which will effectuate the
Reclassification described in the Proxy
Statement.
2. To adjourn the Special Meeting to a later Mgmt For For
date or dates, if necessary or appropriate,
to solicit additional proxies if there are
insufficient votes to approve the
Reclassification Proposal at the time of
the Special Meeting.
--------------------------------------------------------------------------------------------------------------------------
DANAHER CORPORATION Agenda Number: 935795510
--------------------------------------------------------------------------------------------------------------------------
Security: 235851102
Meeting Type: Annual
Meeting Date: 09-May-2023
Ticker: DHR
ISIN: US2358511028
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Rainer M. Blair
1b. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Feroz Dewan
1c. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Linda Filler
1d. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Teri List
1e. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Walter G. Lohr, Jr.
1f. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Jessica L. Mega, MD, MPH
1g. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Mitchell P. Rales
1h. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Steven M. Rales
1i. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Pardis C. Sabeti, MD, D. PHIL
1j. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders: A.
Shane Sanders
1k. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
John T. Schwieters
1l. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Alan G. Spoon
1m. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Raymond C. Stevens, Ph.D
1n. Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting of Shareholders:
Elias A. Zerhouni, MD
2. To ratify the selection of Ernst & Young Mgmt For For
LLP as Danaher's independent registered
public accounting firm for the year ending
December 31, 2023.
3. To approve on an advisory basis the Mgmt Against Against
Company's named executive officer
compensation.
4. To hold an advisory vote relating to the Mgmt 1 Year For
frequency of future shareholder advisory
votes on the Company's executive officer
compensation.
5. To act upon a shareholder proposal Shr For Against
requesting adoption of a policy separating
the chair and CEO roles and requiring an
independent Board Chair whenever possible.
6. To act upon a shareholder proposal Shr Against For
requesting a report to shareholders on the
effectiveness of the Company's diversity,
equity and inclusion efforts.
--------------------------------------------------------------------------------------------------------------------------
DEERE & COMPANY Agenda Number: 935755009
--------------------------------------------------------------------------------------------------------------------------
Security: 244199105
Meeting Type: Annual
Meeting Date: 22-Feb-2023
Ticker: DE
ISIN: US2441991054
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Leanne G. Caret Mgmt For For
1b. Election of Director: Tamra A. Erwin Mgmt For For
1c. Election of Director: Alan C. Heuberger Mgmt For For
1d. Election of Director: Charles O. Holliday, Mgmt For For
Jr.
1e. Election of Director: Michael O. Johanns Mgmt For For
1f. Election of Director: Clayton M. Jones Mgmt For For
1g. Election of Director: John C. May Mgmt For For
1h. Election of Director: Gregory R. Page Mgmt For For
1i. Election of Director: Sherry M. Smith Mgmt For For
1j. Election of Director: Dmitri L. Stockton Mgmt For For
1k. Election of Director: Sheila G. Talton Mgmt For For
2. Advisory vote to approve executive Mgmt Against Against
compensation("say-on-pay").
3. Advisory vote on the frequency of future Mgmt 1 Year For
say-on-pay votes.
4. Ratification of the appointment of Deloitte Mgmt For For
& Touche LLP as Deere's independent
registered public accounting firm for
fiscal 2023.
5. Shareholder proposal regarding termination Shr Against For
pay.
--------------------------------------------------------------------------------------------------------------------------
DEVON ENERGY CORPORATION Agenda Number: 935835352
--------------------------------------------------------------------------------------------------------------------------
Security: 25179M103
Meeting Type: Annual
Meeting Date: 07-Jun-2023
Ticker: DVN
ISIN: US25179M1036
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1. DIRECTOR
Barbara M. Baumann Mgmt For For
John E. Bethancourt Mgmt For For
Ann G. Fox Mgmt For For
Gennifer F. Kelly Mgmt For For
Kelt Kindick Mgmt For For
John Krenicki Jr. Mgmt For For
Karl F. Kurz Mgmt For For
Michael N. Mears Mgmt For For
Robert A. Mosbacher, Jr Mgmt For For
Richard E. Muncrief Mgmt For For
Valerie M. Williams Mgmt For For
2. Ratify the selection of the Company's Mgmt For For
Independent Auditors for 2023.
3. Advisory Vote to Approve Executive Mgmt Against Against
Compensation.
4. Advisory Vote on the Frequency of an Mgmt 1 Year For
Advisory Vote on Executive Compensation.
5. Approve an Amendment to the Company's Mgmt For For
Bylaws to Designate the Exclusive Forum for
the Adjudication of Certain Legal Matters.
6. Approve Amendments to the Certificate of Mgmt For For
Incorporation to Adopt Limitations on the
Liability of Officers Similar to Those That
Already Exist for Directors.
7. Stockholder Proposal to Reform the Near Shr For Against
Impossible Special Shareholder Meeting
Requirements.
--------------------------------------------------------------------------------------------------------------------------
DIGITAL REALTY TRUST, INC. Agenda Number: 935849743
--------------------------------------------------------------------------------------------------------------------------
Security: 253868103
Meeting Type: Annual
Meeting Date: 08-Jun-2023
Ticker: DLR
ISIN: US2538681030
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Alexis Black Bjorlin Mgmt For For
1b. Election of Director: VeraLinn Jamieson Mgmt For For
1c. Election of Director: Kevin J. Kennedy Mgmt For For
1d. Election of Director: William G. LaPerch Mgmt For For
1e. Election of Director: Jean F.H.P. Mgmt For For
Mandeville
1f. Election of Director: Afshin Mohebbi Mgmt For For
1g. Election of Director: Mark R. Patterson Mgmt For For
1h. Election of Director: Mary Hogan Preusse Mgmt For For
1i. Election of Director: Andrew P. Power Mgmt For For
2. To ratify the selection of KPMG LLP as the Mgmt For For
Company's independent registered public
accounting firm for the year ending
December 31, 2023.
3. To approve, on a non-binding, advisory Mgmt Against Against
basis, the compensation of the Company's
named executive officers, as more fully
described in the accompanying Proxy
Statement (Say-on-Pay).
4. To approve, on a non-binding, advisory Mgmt 1 Year For
basis, the frequency of holding future
advisory votes on the compensation of our
named executive officers (every one, two or
three years).
5. A stockholder proposal regarding reporting Shr Against For
on concealment clauses.
6. A stockholder proposal regarding inclusion Shr Against For
in the workplace.
--------------------------------------------------------------------------------------------------------------------------
GAMING AND LEISURE PROPERTIES, INC. Agenda Number: 935856940
--------------------------------------------------------------------------------------------------------------------------
Security: 36467J108
Meeting Type: Annual
Meeting Date: 15-Jun-2023
Ticker: GLPI
ISIN: US36467J1088
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1.1 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: Peter M. Carlino
1.2 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: JoAnne A. Epps
1.3 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: Carol ("Lili")
Lynton
1.4 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: Joseph W. Marshal,
III
1.5 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: James B. Perry
1.6 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: Barry F. Schwartz
1.7 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: Earl C. Shanks
1.8 Election of Director to hold office until Mgmt For For
the 2024 Annual Meeting: E. Scott Urdang
2. To ratify the appointment of Deloitte & Mgmt For For
Touche LLP as the Company's independent
registered public accounting firm for the
current fiscal year.
3. To approve, on a non-binding advisory Mgmt Against Against
basis, the Company's executive
compensation.
4. To approve, on a non-binding advisory Mgmt 1 Year For
basis, the frequency of future advisory
votes to approve the Company's executive
compensation.
--------------------------------------------------------------------------------------------------------------------------
GXO LOGISTICS, INC. Agenda Number: 935858944
--------------------------------------------------------------------------------------------------------------------------
Security: 36262G101
Meeting Type: Annual
Meeting Date: 24-May-2023
Ticker: GXO
ISIN: US36262G1013
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1.1 Election of Class II Director for a term to Mgmt For For
expire at 2025 Annual Meeting: Clare
Chatfield (Director Class II - Expiring
2023)
1.2 Election of Class II Director for a term to Mgmt For For
expire at 2025 Annual Meeting: Joli Gross
(Director Class II - Expiring 2023)
1.3 Election of Class II Director for a term to Mgmt For For
expire at 2025 Annual Meeting: Jason
Papastavrou (Director Class II - Expiring
2023)
2. Ratification of the Appointment of our Mgmt For For
Independent Public Accounting Firm: To
ratify the appointment of KPMG LLP as the
company's independent registered public
accounting firm for fiscal year 2023.
3. Advisory Vote to Approve Executive Mgmt Against Against
Compensation: Advisory vote to approve the
executive compensation of the company's
named executive officers as disclosed in
the accompanying Proxy Statement.
--------------------------------------------------------------------------------------------------------------------------
HONEYWELL INTERNATIONAL INC. Agenda Number: 935801200
--------------------------------------------------------------------------------------------------------------------------
Security: 438516106
Meeting Type: Annual
Meeting Date: 19-May-2023
Ticker: HON
ISIN: US4385161066
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1A. Election of Director: Darius Adamczyk Mgmt For For
1B. Election of Director: Duncan B. Angove Mgmt For For
1C. Election of Director: William S. Ayer Mgmt For For
1D. Election of Director: Kevin Burke Mgmt For For
1E. Election of Director: D. Scott Davis Mgmt For For
1F. Election of Director: Deborah Flint Mgmt For For
1G. Election of Director: Vimal Kapur Mgmt For For
1H. Election of Director: Rose Lee Mgmt For For
1I. Election of Director: Grace D. Lieblein Mgmt For For
1J. Election of Director: Robin L. Washington Mgmt For For
1K. Election of Director: Robin Watson Mgmt For For
2. Advisory Vote to Approve Frequency of Mgmt 1 Year For
Advisory Vote on Executive Compensation.
3. Advisory Vote to Approve Executive Mgmt Against Against
Compensation.
4. Approval of Independent Accountants. Mgmt For For
5. Shareowner Proposal - Independent Board Shr For Against
Chairman.
6. Shareowner Proposal - Environmental and Shr Against For
Health Impact Report.
--------------------------------------------------------------------------------------------------------------------------
KIMBERLY-CLARK CORPORATION Agenda Number: 935770140
--------------------------------------------------------------------------------------------------------------------------
Security: 494368103
Meeting Type: Annual
Meeting Date: 20-Apr-2023
Ticker: KMB
ISIN: US4943681035
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Sylvia M. Burwell
1b. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: John W. Culver
1c. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Michael D. Hsu
1d. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Mae C. Jemison, M.D.
1e. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: S. Todd Maclin
1f. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Deirdre A. Mahlan
1g. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Sherilyn S. McCoy
1h. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Christa S. Quarles
1i. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Jaime A. Ramirez
1j. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Dunia A. Shive
1k. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Mark T. Smucker
1l. Election of Director for a term expire at Mgmt For For
2024 Annual Meeting: Michael D. White
2. Ratification of Auditor. Mgmt For For
3. Advisory Vote to Approve Named Executive Mgmt Against Against
Officer Compensation.
4. Advisory Vote on the Frequency of Future Mgmt 1 Year For
Advisory Votes on Executive Compensation.
--------------------------------------------------------------------------------------------------------------------------
KINDER MORGAN, INC. Agenda Number: 935785759
--------------------------------------------------------------------------------------------------------------------------
Security: 49456B101
Meeting Type: Annual
Meeting Date: 10-May-2023
Ticker: KMI
ISIN: US49456B1017
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director for a one year term Mgmt For For
expiring in 2024: Richard D. Kinder
1b. Election of Director for a one year term Mgmt For For
expiring in 2024: Steven J. Kean
1c. Election of Director for a one year term Mgmt For For
expiring in 2024: Kimberly A. Dang
1d. Election of Director for a one year term Mgmt For For
expiring in 2024: Ted A. Gardner
1e. Election of Director for a one year term Mgmt For For
expiring in 2024: Anthony W. Hall, Jr.
1f. Election of Director for a one year term Mgmt For For
expiring in 2024: Gary L. Hultquist
1g. Election of Director for a one year term Mgmt For For
expiring in 2024: Ronald L. Kuehn, Jr.
1h. Election of Director for a one year term Mgmt For For
expiring in 2024: Deborah A. Macdonald
1i. Election of Director for a one year term Mgmt For For
expiring in 2024: Michael C. Morgan
1j. Election of Director for a one year term Mgmt For For
expiring in 2024: Arthur C. Reichstetter
1k. Election of Director for a one year term Mgmt For For
expiring in 2024: C. Park Shaper
1l. Election of Director for a one year term Mgmt For For
expiring in 2024: William A. Smith
1m. Election of Director for a one year term Mgmt For For
expiring in 2024: Joel V. Staff
1n. Election of Director for a one year term Mgmt For For
expiring in 2024: Robert F. Vagt
2. Approval of an Amendment to our Amended and Mgmt For For
Restated Certificate of Incorporation to
limit the liability of certain officers of
the company as permitted by recent
amendments to the General Corporation Law
of the State of Delaware
3. Ratification of the selection of Mgmt For For
PricewaterhouseCoopers LLP as our
independent registered public accounting
firm for 2023
4. Approval, on an advisory basis, of the Mgmt Against Against
compensation of our named executive
officers, as disclosed in the Proxy
Statement
--------------------------------------------------------------------------------------------------------------------------
LAM RESEARCH CORPORATION Agenda Number: 935711728
--------------------------------------------------------------------------------------------------------------------------
Security: 512807108
Meeting Type: Annual
Meeting Date: 08-Nov-2022
Ticker: LRCX
ISIN: US5128071082
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Sohail U. Ahmed Mgmt For For
1b. Election of Director: Timothy M. Archer Mgmt For For
1c. Election of Director: Eric K. Brandt Mgmt For For
1d. Election of Director: Michael R. Cannon Mgmt For For
1e. Election of Director: Bethany J. Mayer Mgmt For For
1f. Election of Director: Jyoti K. Mehra Mgmt For For
1g. Election of Director: Abhijit Y. Talwalkar Mgmt For For
1h. Election of Director: Lih Shyng (Rick L.) Mgmt For For
Tsai
1i. Election of Director: Leslie F. Varon Mgmt For For
2. Advisory vote to approve the compensation Mgmt Against Against
of the named executive officers of Lam
Research, or "Say on Pay."
3. Ratification of the appointment of the Mgmt For For
independent registered public accounting
firm for fiscal year 2023.
--------------------------------------------------------------------------------------------------------------------------
LOWE'S COMPANIES, INC. Agenda Number: 935817190
--------------------------------------------------------------------------------------------------------------------------
Security: 548661107
Meeting Type: Annual
Meeting Date: 26-May-2023
Ticker: LOW
ISIN: US5486611073
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1. DIRECTOR
Raul Alvarez Mgmt For For
David H. Batchelder Mgmt For For
Scott H. Baxter Mgmt For For
Sandra B. Cochran Mgmt For For
Laurie Z. Douglas Mgmt For For
Richard W. Dreiling Mgmt For For
Marvin R. Ellison Mgmt For For
Daniel J. Heinrich Mgmt For For
Brian C. Rogers Mgmt For For
Bertram L. Scott Mgmt For For
Colleen Taylor Mgmt For For
Mary Beth West Mgmt For For
2. Advisory vote to approve the Company's Mgmt Against Against
named executive officer compensation in
fiscal 2022.
3. Advisory vote on the frequency of future Mgmt 1 Year For
advisory votes to approve the Company's
named executive officer compensation.
4. Ratification of the appointment of Deloitte Mgmt For For
& Touche LLP as the Company's independent
registered public accounting firm for
fiscal 2023.
5. Shareholder proposal requesting an Shr For Against
independent board chairman.
--------------------------------------------------------------------------------------------------------------------------
LULULEMON ATHLETICA INC. Agenda Number: 935847600
--------------------------------------------------------------------------------------------------------------------------
Security: 550021109
Meeting Type: Annual
Meeting Date: 07-Jun-2023
Ticker: LULU
ISIN: US5500211090
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Class I Director: Michael Casey Mgmt For For
1b. Election of Class I Director: Glenn Murphy Mgmt For For
1c. Election of Class I Director: David Mgmt For For
Mussafer
1d. Election of Class II Director: Isabel Mahe Mgmt For For
2. To ratify the appointment of Mgmt For For
PricewaterhouseCoopers LLP as the Company's
independent registered public accounting
firm for the fiscal year ending January 28,
2024.
3. To approve, on an advisory basis, the Mgmt Against Against
compensation of the Company's named
executive officers.
4. To cast an advisory vote on the frequency Mgmt 1 Year
of including advisory say-on-pay votes in
proxy materials for future shareholder
meetings.
5. To approve the adoption of the lululemon Mgmt For For
2023 Equity Incentive Plan.
--------------------------------------------------------------------------------------------------------------------------
MEDTRONIC PLC Agenda Number: 935723610
--------------------------------------------------------------------------------------------------------------------------
Security: G5960L103
Meeting Type: Annual
Meeting Date: 08-Dec-2022
Ticker: MDT
ISIN: IE00BTN1Y115
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Richard H.
Anderson
1b. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Craig
Arnold
1c. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Scott C.
Donnelly
1d. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Lidia L.
Fonseca
1e. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Andrea J.
Goldsmith, Ph.D.
1f. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Randall J.
Hogan, III
1g. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Kevin E.
Lofton
1h. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Geoffrey
S. Martha
1i. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Elizabeth
G. Nabel, M.D.
1j. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Denise M.
O'Leary
1k. Election of Director to hold office until Mgmt For For
the 2023 Annual General Meeting: Kendall J.
Powell
2. Ratifying, in a non-binding vote, the Mgmt For For
appointment of PricewaterhouseCoopers LLP
as the Company's independent auditor for
fiscal year 2023 and authorizing, in a
binding vote, the Board of Directors,
acting through the Audit Committee, to set
the auditor's remuneration.
3. Approving, on an advisory basis, the Mgmt Against Against
Company's executive compensation.
4. Renewing the Board of Directors' authority Mgmt For For
to issue shares under Irish law.
5. Renewing the Board of Directors' authority Mgmt Against Against
to opt out of pre-emption rights under
Irish law.
6. Authorizing the Company and any subsidiary Mgmt For For
of the Company to make overseas market
purchases of Medtronic ordinary shares.
--------------------------------------------------------------------------------------------------------------------------
MERCK & CO., INC. Agenda Number: 935809080
--------------------------------------------------------------------------------------------------------------------------
Security: 58933Y105
Meeting Type: Annual
Meeting Date: 23-May-2023
Ticker: MRK
ISIN: US58933Y1055
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Douglas M. Baker, Jr. Mgmt For For
1b. Election of Director: Mary Ellen Coe Mgmt For For
1c. Election of Director: Pamela J. Craig Mgmt For For
1d. Election of Director: Robert M. Davis Mgmt For For
1e. Election of Director: Thomas H. Glocer Mgmt For For
1f. Election of Director: Risa J. Mgmt For For
Lavizzo-Mourey, M.D.
1g. Election of Director: Stephen L. Mayo, Mgmt For For
Ph.D.
1h. Election of Director: Paul B. Rothman, M.D. Mgmt For For
1i. Election of Director: Patricia F. Russo Mgmt For For
1j. Election of Director: Christine E. Seidman, Mgmt For For
M.D.
1k. Election of Director: Inge G. Thulin Mgmt For For
1l. Election of Director: Kathy J. Warden Mgmt For For
1m. Election of Director: Peter C. Wendell Mgmt For For
2. Non-binding advisory vote to approve the Mgmt Against Against
compensation of our named executive
officers.
3. Non-binding advisory vote to approve the Mgmt 1 Year For
frequency of future votes to approve the
compensation of our named executive
officers.
4. Ratification of the appointment of the Mgmt For For
Company's independent registered public
accounting firm for 2023.
5. Shareholder proposal regarding business Shr Against For
operations in China.
6. Shareholder proposal regarding access to Shr Against For
COVID-19 products.
7. Shareholder proposal regarding indirect Shr Against For
political spending.
8. Shareholder proposal regarding patents and Shr Against For
access.
9. Shareholder proposal regarding a congruency Shr Against For
report of partnerships with globalist
organizations.
10. Shareholder proposal regarding an Shr For Against
independent board chairman.
--------------------------------------------------------------------------------------------------------------------------
MICROSOFT CORPORATION Agenda Number: 935722567
--------------------------------------------------------------------------------------------------------------------------
Security: 594918104
Meeting Type: Annual
Meeting Date: 13-Dec-2022
Ticker: MSFT
ISIN: US5949181045
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Reid G. Hoffman Mgmt For For
1b. Election of Director: Hugh F. Johnston Mgmt For For
1c. Election of Director: Teri L. List Mgmt For For
1d. Election of Director: Satya Nadella Mgmt For For
1e. Election of Director: Sandra E. Peterson Mgmt For For
1f. Election of Director: Penny S. Pritzker Mgmt For For
1g. Election of Director: Carlos A. Rodriguez Mgmt For For
1h. Election of Director: Charles W. Scharf Mgmt For For
1i. Election of Director: John W. Stanton Mgmt For For
1j. Election of Director: John W. Thompson Mgmt For For
1k. Election of Director: Emma N. Walmsley Mgmt For For
1l. Election of Director: Padmasree Warrior Mgmt For For
2. Advisory vote to approve named executive Mgmt Against Against
officer compensation
3. Ratification of the Selection of Deloitte & Mgmt For For
Touche LLP as our Independent Auditor for
Fiscal Year 2023
4. Shareholder Proposal - Cost/Benefit Shr Against For
Analysis of Diversity and Inclusion
5. Shareholder Proposal - Report on Hiring of Shr Against For
Persons with Arrest or Incarceration
Records
6. Shareholder Proposal - Report on Investment Shr Against For
of Retirement Funds in Companies
Contributing to Climate Change
7. Shareholder Proposal - Report on Government Shr Against For
Use of Microsoft Technology
8. Shareholder Proposal - Report on Shr Against For
Development of Products for Military
9. Shareholder Proposal - Report on Tax Shr Against For
Transparency
--------------------------------------------------------------------------------------------------------------------------
PARKER-HANNIFIN CORPORATION Agenda Number: 935714647
--------------------------------------------------------------------------------------------------------------------------
Security: 701094104
Meeting Type: Annual
Meeting Date: 26-Oct-2022
Ticker: PH
ISIN: US7010941042
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Lee C. Banks
1b. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Jillian C. Evanko
1c. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Lance M. Fritz
1d. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Linda A. Harty
1e. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
William F. Lacey
1f. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Kevin A. Lobo
1g. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Joseph Scaminace
1h. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Ake Svensson
1i. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Laura K. Thompson
1j. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
James R. Verrier
1k. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
James L. Wainscott
1l. Election of Director for a term expiring at Mgmt For For
the Annual Meeting of Shareholders in 2023:
Thomas L. Williams
2. Approval of, on a non-binding, advisory Mgmt Against Against
basis, the compensation of our Named
Executive Officers.
3. Ratification of the appointment of Deloitte Mgmt For For
& Touche LLP as our independent registered
public accounting firm for the fiscal year
ending June 30, 2023.
--------------------------------------------------------------------------------------------------------------------------
RAYTHEON TECHNOLOGIES Agenda Number: 935780468
--------------------------------------------------------------------------------------------------------------------------
Security: 75513E101
Meeting Type: Annual
Meeting Date: 02-May-2023
Ticker: RTX
ISIN: US75513E1010
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Tracy A. Atkinson Mgmt For For
1b. Election of Director: Leanne G. Caret Mgmt For For
1c. Election of Director: Bernard A. Harris, Mgmt For For
Jr.
1d. Election of Director: Gregory J. Hayes Mgmt For For
1e. Election of Director: George R. Oliver Mgmt For For
1f. Election of Director: Robert K. (Kelly) Mgmt For For
Ortberg
1g. Election of Director: Dinesh C. Paliwal Mgmt For For
1h. Election of Director: Ellen M. Pawlikowski Mgmt For For
1i. Election of Director: Denise L. Ramos Mgmt For For
1j. Election of Director: Fredric G. Reynolds Mgmt For For
1k. Election of Director: Brian C. Rogers Mgmt For For
1l. Election of Director: James A. Winnefeld, Mgmt For For
Jr.
1m. Election of Director: Robert O. Work Mgmt For For
2. Advisory Vote to Approve Executive Mgmt Against Against
Compensation
3. Advisory Vote on the Frequency of Mgmt 1 Year For
Shareowner Votes on Named Executive Officer
Compensation
4. Appoint PricewaterhouseCoopers LLP to Serve Mgmt For For
as Independent Auditor for 2023
5. Approve an Amendment to the Restated Mgmt For For
Certificate of Incorporation to Repeal
Article Ninth
6. Approve an Amendment to the Restated Mgmt For For
Certificate of Incorporation to Eliminate
Personal Liability of Officers for Monetary
Damages for Breach of Fiduciary Duty as an
Officer
7. Shareowner Proposal Requesting the Board Shr For Against
Adopt an Independent Board Chair Policy
8. Shareowner Proposal Requesting a Report on Shr Against For
Greenhouse Gas Reduction Plan
--------------------------------------------------------------------------------------------------------------------------
ROCKWELL AUTOMATION, INC. Agenda Number: 935750504
--------------------------------------------------------------------------------------------------------------------------
Security: 773903109
Meeting Type: Annual
Meeting Date: 07-Feb-2023
Ticker: ROK
ISIN: US7739031091
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
A. DIRECTOR
William P. Gipson Mgmt For For
Pam Murphy Mgmt For For
Donald R. Parfet Mgmt For For
Robert W. Soderbery Mgmt For For
B. To approve, on an advisory basis, the Mgmt Against Against
compensation of the Corporation's named
executive officers.
C. To approve, on an advisory basis, the Mgmt 1 Year For
frequency of the shareowner vote on the
compensation of the Corporation's named
executive officers.
D. To approve the selection of Deloitte & Mgmt For For
Touche LLP as the Corporation's independent
registered public accounting firm for
fiscal 2023.
--------------------------------------------------------------------------------------------------------------------------
STARBUCKS CORPORATION Agenda Number: 935762193
--------------------------------------------------------------------------------------------------------------------------
Security: 855244109
Meeting Type: Annual
Meeting Date: 23-Mar-2023
Ticker: SBUX
ISIN: US8552441094
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Richard E. Allison, Mgmt For For
Jr.
1b. Election of Director: Andrew Campion Mgmt For For
1c. Election of Director: Beth Ford Mgmt For For
1d. Election of Director: Mellody Hobson Mgmt For For
1e. Election of Director: Jorgen Vig Knudstorp Mgmt For For
1f. Election of Director: Satya Nadella Mgmt For For
1g. Election of Director: Laxman Narasimhan Mgmt For For
1h. Election of Director: Howard Schultz Mgmt For For
2. Approval, on a nonbinding basis, of the Mgmt Against Against
compensation paid to our named executive
officers
3. Approval, on a nonbinding basis, of the Mgmt 1 Year For
frequency of future advisory votes on
executive compensation
4. Ratify the selection of Deloitte & Touche Mgmt For For
LLP as our independent registered public
accounting firm for fiscal 2023
5. Report on Plant-Based Milk Pricing Shr Against For
6. CEO Succession Planning Policy Amendment Shr Against For
7. Annual Reports on Company Operations in Shr Against For
China
8. Assessment of Worker Rights Commitments Shr Against For
9. Creation of Board Committee on Corporate Shr Against For
Sustainability
--------------------------------------------------------------------------------------------------------------------------
TARGET CORPORATION Agenda Number: 935847220
--------------------------------------------------------------------------------------------------------------------------
Security: 87612E106
Meeting Type: Annual
Meeting Date: 14-Jun-2023
Ticker: TGT
ISIN: US87612E1064
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: David P. Abney Mgmt For For
1b. Election of Director: Douglas M. Baker, Jr. Mgmt For For
1c. Election of Director: George S. Barrett Mgmt For For
1d. Election of Director: Gail K. Boudreaux Mgmt For For
1e. Election of Director: Brian C. Cornell Mgmt For For
1f. Election of Director: Robert L. Edwards Mgmt For For
1g. Election of Director: Donald R. Knauss Mgmt For For
1h. Election of Director: Christine A. Leahy Mgmt For For
1i. Election of Director: Monica C. Lozano Mgmt For For
1j. Election of Director: Grace Puma Mgmt For For
1k. Election of Director: Derica W. Rice Mgmt For For
1l. Election of Director: Dmitri L. Stockton Mgmt For For
2. Company proposal to ratify the appointment Mgmt For For
of Ernst & Young LLP as our independent
registered public accounting firm.
3. Company proposal to approve, on an advisory Mgmt Against Against
basis, our executive compensation (Say on
Pay).
4. Company proposal to approve, on an advisory Mgmt 1 Year For
basis, the frequency of our Say on Pay
votes (Say on Pay Vote Frequency).
5. Shareholder proposal to adopt a policy for Shr For Against
an independent chairman.
--------------------------------------------------------------------------------------------------------------------------
TEXAS INSTRUMENTS INCORPORATED Agenda Number: 935777120
--------------------------------------------------------------------------------------------------------------------------
Security: 882508104
Meeting Type: Annual
Meeting Date: 27-Apr-2023
Ticker: TXN
ISIN: US8825081040
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Mark A. Blinn Mgmt For For
1b. Election of Director: Todd M. Bluedorn Mgmt For For
1c. Election of Director: Janet F. Clark Mgmt For For
1d. Election of Director: Carrie S. Cox Mgmt For For
1e. Election of Director: Martin S. Craighead Mgmt For For
1f. Election of Director: Curtis C. Farmer Mgmt For For
1g. Election of Director: Jean M. Hobby Mgmt For For
1h. Election of Director: Haviv Ilan Mgmt For For
1i. Election of Director: Ronald Kirk Mgmt For For
1j. Election of Director: Pamela H. Patsley Mgmt For For
1k. Election of Director: Robert E. Sanchez Mgmt For For
1l. Election of Director: Richard K. Templeton Mgmt For For
2. Board proposal to approve amendment and Mgmt For For
restatement of the TI Employees 2014 Stock
Purchase Plan to extend the termination
date.
3. Board proposal regarding advisory vote on Mgmt 1 Year For
the frequency of future advisory votes on
executive compensation.
4. Board proposal regarding advisory approval Mgmt Against Against
of the Company's executive compensation.
5. Board proposal to ratify the appointment of Mgmt For For
Ernst & Young LLP as the Company's
independent registered public accounting
firm for 2023.
6. Stockholder proposal to permit a combined Shr For Against
10% of stockholders to call a special
meeting.
7. Stockholder proposal to report on due Shr Against For
diligence efforts to trace end-user misuse
of company products.
--------------------------------------------------------------------------------------------------------------------------
THE CHARLES SCHWAB CORPORATION Agenda Number: 935809523
--------------------------------------------------------------------------------------------------------------------------
Security: 808513105
Meeting Type: Annual
Meeting Date: 18-May-2023
Ticker: SCHW
ISIN: US8085131055
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of director: Marianne C. Brown Mgmt For For
1b. Election of director: Frank C. Herringer Mgmt For For
1c. Election of director: Gerri K. Mgmt For For
Martin-Flickinger
1d. Election of director: Todd M. Ricketts Mgmt For For
1e. Election of director: Carolyn Mgmt For For
Schwab-Pomerantz
2. Ratification of the selection of Deloitte & Mgmt For For
Touche LLP as independent auditors
3. Advisory vote to approve named executive Mgmt Against Against
officer compensation
4. Frequency of advisory vote on named Mgmt 1 Year For
executive officer compensation
5. Stockholder Proposal requesting pay equity Shr Against For
disclosure
6. Stockholder Proposal requesting company Shr Against For
report on discrimination risk oversight and
impact
--------------------------------------------------------------------------------------------------------------------------
THE PNC FINANCIAL SERVICES GROUP, INC. Agenda Number: 935773324
--------------------------------------------------------------------------------------------------------------------------
Security: 693475105
Meeting Type: Annual
Meeting Date: 26-Apr-2023
Ticker: PNC
ISIN: US6934751057
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Joseph Alvarado Mgmt For For
1b. Election of Director: Debra A. Cafaro Mgmt For For
1c. Election of Director: Marjorie Rodgers Mgmt For For
Cheshire
1d. Election of Director: William S. Demchak Mgmt For For
1e. Election of Director: Andrew T. Feldstein Mgmt For For
1f. Election of Director: Richard J. Harshman Mgmt For For
1g. Election of Director: Daniel R. Hesse Mgmt For For
1h. Election of Director: Renu Khator Mgmt For For
1i. Election of Director: Linda R. Medler Mgmt For For
1j. Election of Director: Robert A. Niblock Mgmt For For
1k. Election of Director: Martin Pfinsgraff Mgmt For For
1l. Election of Director: Bryan S. Salesky Mgmt For For
1m. Election of Director: Toni Townes-Whitley Mgmt For For
2. Ratification of the Audit Committee's Mgmt For For
selection of PricewaterhouseCoopers LLP as
PNC's independent registered public
accounting firm for 2023.
3. Advisory vote to approve named executive Mgmt Against Against
officer compensation.
4. Advisory vote on the frequency of future Mgmt 1 Year For
advisory votes on executive compensation.
--------------------------------------------------------------------------------------------------------------------------
THERMO FISHER SCIENTIFIC INC. Agenda Number: 935803709
--------------------------------------------------------------------------------------------------------------------------
Security: 883556102
Meeting Type: Annual
Meeting Date: 24-May-2023
Ticker: TMO
ISIN: US8835561023
--------------------------------------------------------------------------------------------------------------------------
Prop.# Proposal Proposal Proposal Vote For/Against
Type Management
1a. Election of Director: Marc N. Casper Mgmt For For
1b. Election of Director: Nelson J. Chai Mgmt For For
1c. Election of Director: Ruby R. Chandy Mgmt For For
1d. Election of Director: C. Martin Harris Mgmt For For
1e. Election of Director: Tyler Jacks Mgmt For For
1f. Election of Director: R. Alexandra Keith Mgmt For For
1g. Election of Director: James C. Mullen Mgmt For For
1h. Election of Director: Lars R. Sorensen Mgmt For For
1i. Election of Director: Debora L. Spar Mgmt For For
1j. Election of Director: Scott M. Sperling Mgmt For For
1k. Election of Director: Dion J. Weisler Mgmt For For
2. An advisory vote to approve named executive Mgmt Against Against
officer compensation.
3. An advisory vote on the frequency of future Mgmt 1 Year For
named executive officer advisory votes.
4. Ratification of the Audit Committee's Mgmt For For
selection of PricewaterhouseCoopers LLP as
the Company's independent auditors for
2023.
5. Approval of the Company's Amended and Mgmt For For
Restated 2013 Stock Incentive Plan.
6. Approval of the Company's 2023 Global Mgmt For For
Employee Stock Purchase Plan.
* Management position unknown
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the
registrant has duly caused this report to be signed on its behalf by the
undersigned, thereunto duly authorized.
(Registrant) Advisors Series Trust
By (Signature) /s/ Jeffrey T. Rauman
Name Jeffrey T. Rauman
Title President and Chief Executive Officer
Date 08/18/2023