N-PX 1 npx.htm
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 
 

FORM N-PX

 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY

 

Investment Company Act file number 811-00537 

 

___Franklin Custodian Funds____

(Exact name of registrant as specified in charter)

 

One Franklin Parkway, San Mateo, CA 94403-1906

(Address of principal executive offices) (Zip code)

 

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

(Name and address of agent for service)

 

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

 

Date of fiscal year end: 9/30

 

Date of reporting period: 06/30/2022

 

Item 1. Proxy Voting Records.

Franklin DynaTech Fund

     

 

ABBOTT LABORATORIES
Meeting Date:  APR 29, 2022
Record Date:  MAR 02, 2022
Meeting Type:  ANNUAL

Ticker:  ABT
Security ID:  002824100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Robert J. Alpern

Management

For

For

1.2

Elect Director Sally E. Blount

Management

For

For

1.3

Elect Director Robert B. Ford

Management

For

For

1.4

Elect Director Paola Gonzalez

Management

For

For

1.5

Elect Director Michelle A. Kumbier

Management

For

For

1.6

Elect Director Darren W. McDew

Management

For

For

1.7

Elect Director Nancy McKinstry

Management

For

For

1.8

Elect Director William A. Osborn

Management

For

For

1.9

Elect Director Michael F. Roman

Management

For

For


     

1.10

Elect Director Daniel J. Starks

Management

For

For

1.11

Elect Director John G. Stratton

Management

For

For

1.12

Elect Director Glenn F. Tilton

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

5

Require Independent Board Chair

Shareholder

Against

Against

6

Adopt Policy on 10b5-1 Plans

Shareholder

Against

Against

7

Report on Lobbying Payments and Policy

Shareholder

Against

Against

8

Report on Public Health Costs of Antimicrobial Resistance

Shareholder

Against

Against

     

 

ACCOLADE, INC.
Meeting Date:  JUL 22, 2021
Record Date:  JUN 21, 2021
Meeting Type:  ANNUAL

Ticker:  ACCD
Security ID:  00437E102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jeffrey Jordan

Management

For

Against

1b

Elect Director Cindy Kent

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

     

 

ADOBE INC.
Meeting Date:  APR 14, 2022
Record Date:  FEB 15, 2022
Meeting Type:  ANNUAL

Ticker:  ADBE
Security ID:  00724F101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Amy Banse

Management

For

For

1b

Elect Director Brett Biggs

Management

For

For

1c

Elect Director Melanie Boulden

Management

For

For

1d

Elect Director Frank Calderoni

Management

For

For

1e

Elect Director Laura Desmond

Management

For

For

1f

Elect Director Shantanu Narayen

Management

For

For

1g

Elect Director Spencer Neumann

Management

For

For

1h

Elect Director Kathleen Oberg

Management

For

For

1i

Elect Director Dheeraj Pandey

Management

For

For


     

1j

Elect Director David Ricks

Management

For

For

1k

Elect Director Daniel Rosensweig

Management

For

Against

1l

Elect Director John Warnock

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ADVANCED MICRO DEVICES, INC.
Meeting Date:  MAY 18, 2022
Record Date:  MAR 22, 2022
Meeting Type:  ANNUAL

Ticker:  AMD
Security ID:  007903107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John E. Caldwell

Management

For

For

1b

Elect Director Nora M. Denzel

Management

For

For

1c

Elect Director Mark Durcan

Management

For

For

1d

Elect Director Michael P. Gregoire

Management

For

For

1e

Elect Director Joseph A. Householder

Management

For

For

1f

Elect Director John W. Marren

Management

For

For

1g

Elect Director Jon A. Olson

Management

For

For

1h

Elect Director Lisa T. Su

Management

For

For

1i

Elect Director Abhi Y. Talwalkar

Management

For

For

1j

Elect Director Elizabeth W. Vanderslice

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ADYEN NV
Meeting Date:  JUN 01, 2022
Record Date:  MAY 04, 2022
Meeting Type:  ANNUAL

Ticker:  ADYEN
Security ID:  N3501V104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2.a

Receive Report of Management Board and Supervisory Board (Non-Voting)

Management

None

None

2.b

Approve Remuneration Report

Management

For

For

2.c

Adopt Financial Statements and Statutory Reports

Management

For

For


     

2.d

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

3

Approve Discharge of Management Board

Management

For

For

4

Approve Discharge of Supervisory Board

Management

For

For

5

Reelect Pieter Willem van der Does to Management Board

Management

For

For

6

Reelect Roelant Prins to Management Board

Management

For

For

7

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

Management

For

For

8

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

9

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

10

Ratify PwC as Auditors

Management

For

For

11

Close Meeting

Management

None

None

     

 

AFFIRM HOLDINGS, INC.
Meeting Date:  DEC 03, 2021
Record Date:  OCT 08, 2021
Meeting Type:  ANNUAL

Ticker:  AFRM
Security ID:  00827B106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Libor Michalek

Management

For

For

1.2

Elect Director Jacqueline D. Reses

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

AFTERPAY LIMITED
Meeting Date:  NOV 17, 2021
Record Date:  NOV 15, 2021
Meeting Type:  ANNUAL

Ticker:  APT
Security ID:  Q3583G105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

2A

Elect Elana Rubin as Director

Management

For

For

2B

Elect Dana Stalder as Director

Management

For

For

3

Approve Remuneration Report

Management

For

For

 

 

AFTERPAY LIMITED
Meeting Date:  DEC 14, 2021


     

Record Date:  DEC 12, 2021
Meeting Type:  COURT

Ticker:  APT
Security ID:  Q3583G105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Scheme of Arrangement in Relation to the Proposed Acquisition of the Company by Lanai (AU) 2 Pty Ltd

Management

For

For

     

 

AGILENT TECHNOLOGIES, INC.
Meeting Date:  MAR 16, 2022
Record Date:  JAN 18, 2022
Meeting Type:  ANNUAL

Ticker:  A
Security ID:  00846U101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Hans E. Bishop

Management

For

For

1.2

Elect Director Otis W. Brawley

Management

For

For

1.3

Elect Director Mikael Dolsten

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold

Shareholder

Against

For

     

 

AIRBNB, INC.
Meeting Date:  JUN 01, 2022
Record Date:  APR 08, 2022
Meeting Type:  ANNUAL

Ticker:  ABNB
Security ID:  009066101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Amrita Ahuja

Management

For

For

1.2

Elect Director Joseph Gebbia

Management

For

For

1.3

Elect Director Jeffrey Jordan

Management

For

Withhold

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 

ALPHABET INC.
Meeting Date:  JUN 01, 2022
Record Date:  APR 05, 2022


     

Meeting Type:  ANNUAL

Ticker:  GOOGL
Security ID:  02079K305

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Larry Page

Management

For

For

1b

Elect Director Sergey Brin

Management

For

For

1c

Elect Director Sundar Pichai

Management

For

For

1d

Elect Director John L. Hennessy

Management

For

Against

1e

Elect Director Frances H. Arnold

Management

For

For

1f

Elect Director L. John Doerr

Management

For

Against

1g

Elect Director Roger W. Ferguson, Jr.

Management

For

For

1h

Elect Director Ann Mather

Management

For

For

1i

Elect Director K. Ram Shriram

Management

For

For

1j

Elect Director Robin L. Washington

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Amend Omnibus Stock Plan

Management

For

Against

4

Increase Authorized Common Stock

Management

For

Against

5

Report on Lobbying Payments and Policy

Shareholder

Against

For

6

Report on Climate Lobbying

Shareholder

Against

For

7

Report on Physical Risks of Climate Change

Shareholder

Against

For

8

Report on Metrics and Efforts to Reduce Water Related Risk

Shareholder

Against

For

9

Oversee and Report a Third-Party Racial Equity Audit

Shareholder

Against

For

10

Report on Risks Associated with Use of Concealment Clauses

Shareholder

Against

For

11

Approve Recapitalization Plan for all Stock to Have One-vote per Share

Shareholder

Against

For

12

Report on Government Takedown Requests

Shareholder

Against

Against

13

Report on Risks of Doing Business in Countries with Significant Human Rights Concerns

Shareholder

Against

Against

14

Report on Managing Risks Related to Data Collection, Privacy and Security

Shareholder

Against

For

15

Disclose More Quantitative and Qualitative Information on Algorithmic Systems

Shareholder

Against

For

16

Commission Third Party Assessment of Company's Management of Misinformation and Disinformation Across Platforms

Shareholder

Against

For

17

Report on External Costs of Misinformation

Shareholder

Against

Against


     
 

and Impact on Diversified Shareholders

   

18

Report on Steps to Improve Racial and Gender Board Diversity

Shareholder

Against

Against

19

Establish an Environmental Sustainability Board Committee

Shareholder

Against

Against

20

Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates

Shareholder

Against

Against

21

Report on Policies Regarding Military and Militarized Policing Agencies

Shareholder

Against

For

     

 

AMAZON.COM, INC.
Meeting Date:  MAY 25, 2022
Record Date:  MAR 31, 2022
Meeting Type:  ANNUAL

Ticker:  AMZN
Security ID:  023135106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jeffrey P. Bezos

Management

For

For

1b

Elect Director Andrew R. Jassy

Management

For

For

1c

Elect Director Keith B. Alexander

Management

For

For

1d

Elect Director Edith W. Cooper

Management

For

For

1e

Elect Director Jamie S. Gorelick

Management

For

For

1f

Elect Director Daniel P. Huttenlocher

Management

For

For

1g

Elect Director Judith A. McGrath

Management

For

Against

1h

Elect Director Indra K. Nooyi

Management

For

For

1i

Elect Director Jonathan J. Rubinstein

Management

For

For

1j

Elect Director Patricia Q. Stonesifer

Management

For

For

1k

Elect Director Wendell P. Weeks

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Approve 20:1 Stock Split

Management

For

For

5

Report on Retirement Plan Options Aligned with Company Climate Goals

Shareholder

Against

Against

6

Commission Third Party Report Assessing Company's Human Rights Due Diligence Process

Shareholder

Against

For

7

Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates

Shareholder

Against

Against


     

8

Report on Efforts to Reduce Plastic Use

Shareholder

Against

Against

9

Report on Worker Health and Safety Disparities

Shareholder

Against

Against

10

Report on Risks Associated with Use of Concealment Clauses

Shareholder

Against

For

11

Report on Charitable Contributions

Shareholder

Against

Against

12

Publish a Tax Transparency Report

Shareholder

Against

For

13

Report on Protecting the Rights of Freedom of Association and Collective Bargaining

Shareholder

Against

For

14

Report on Lobbying Payments and Policy

Shareholder

Against

For

15

Require More Director Nominations Than Open Seats

Shareholder

Against

Against

16

Commission a Third Party Audit on Working Conditions

Shareholder

Against

For

17

Report on Median Gender/Racial Pay Gap

Shareholder

Against

Against

18

Oversee and Report a Racial Equity Audit *Withdrawn Resolution*

Shareholder

None

None

19

Commission Third Party Study and Report on Risks Associated with Use of Rekognition

Shareholder

Against

For

     

 

AMPHENOL CORPORATION
Meeting Date:  MAY 18, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  APH
Security ID:  032095101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Nancy A. Altobello

Management

For

For

1.2

Elect Director Stanley L. Clark

Management

For

For

1.3

Elect Director David P. Falck

Management

For

Against

1.4

Elect Director Edward G. Jepsen

Management

For

For

1.5

Elect Director Rita S. Lane

Management

For

For

1.6

Elect Director Robert A. Livingston

Management

For

For

1.7

Elect Director Martin H. Loeffler

Management

For

For

1.8

Elect Director R. Adam Norwitt

Management

For

For

1.9

Elect Director Anne Clarke Wolff

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For


     

 

ANALOG DEVICES, INC.
Meeting Date:  MAR 09, 2022
Record Date:  JAN 03, 2022
Meeting Type:  ANNUAL

Ticker:  ADI
Security ID:  032654105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Ray Stata

Management

For

For

1b

Elect Director Vincent Roche

Management

For

For

1c

Elect Director James A. Champy

Management

For

For

1d

Elect Director Anantha P. Chandrakasan

Management

For

Against

1e

Elect Director Tunc Doluca

Management

For

For

1f

Elect Director Bruce R. Evans

Management

For

For

1g

Elect Director Edward H. Frank

Management

For

For

1h

Elect Director Laurie H. Glimcher

Management

For

For

1i

Elect Director Karen M. Golz

Management

For

For

1j

Elect Director Mercedes Johnson

Management

For

For

1k

Elect Director Kenton J. Sicchitano

Management

For

For

1l

Elect Director Susie Wee

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Approve Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

ANSYS, INC.
Meeting Date:  MAY 12, 2022
Record Date:  MAR 15, 2022
Meeting Type:  ANNUAL

Ticker:  ANSS
Security ID:  03662Q105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director Anil Chakravarthy

Management

For

For

1B

Elect Director Barbara V. Scherer

Management

For

For

1C

Elect Director Ravi K. Vijayaraghavan

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Eliminate Supermajority Vote Requirement to Remove a Director

Management

For

For


     

5

Eliminate Supermajority Vote Requirement to Amend or Repeal the By-Laws

Management

For

For

6

Eliminate Supermajority Vote Requirement to Amend or Repeal Certain Provisions of the Charter

Management

For

For

7

Approve Qualified Employee Stock Purchase Plan

Management

For

For

8

Declassify the Board of Directors

Shareholder

Against

For

     

 

APPLE INC.
Meeting Date:  MAR 04, 2022
Record Date:  JAN 03, 2022
Meeting Type:  ANNUAL

Ticker:  AAPL
Security ID:  037833100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director James Bell

Management

For

For

1b

Elect Director Tim Cook

Management

For

For

1c

Elect Director Al Gore

Management

For

For

1d

Elect Director Alex Gorsky

Management

For

For

1e

Elect Director Andrea Jung

Management

For

For

1f

Elect Director Art Levinson

Management

For

For

1g

Elect Director Monica Lozano

Management

For

For

1h

Elect Director Ron Sugar

Management

For

For

1i

Elect Director Sue Wagner

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Omnibus Stock Plan

Management

For

For

5

Amend Articles of Incorporation to become a Social Purpose Corporation

Shareholder

Against

Against

6

Approve Revision of Transparency Reports

Shareholder

Against

Against

7

Report on Forced Labor

Shareholder

Against

Against

8

Report on Median Gender/Racial Pay Gap

Shareholder

Against

Against

9

Report on Civil Rights Audit

Shareholder

Against

For

10

Report on Concealment Clauses

Shareholder

Against

For

 

 

ARGENX SE
Meeting Date:  MAY 10, 2022
Record Date:  APR 12, 2022
Meeting Type:  ANNUAL

Ticker:  ARGX


     

Security ID:  N0610Q109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2

Receive Report of Management Board (Non-Voting)

Management

None

None

3

Approve Remuneration Report

Management

For

Against

4.a

Discuss Annual Report for FY 2021

Management

None

None

4.b

Adopt Financial Statements and Statutory Reports

Management

For

For

4.c

Discussion on Company's Corporate Governance Structure

Management

None

None

4.d

Approve Allocation of Losses to the Retained Earnings of the Company

Management

For

For

4.e

Approve Discharge of Directors

Management

For

For

5

Reelect Tim Van Hauwermeiren as Executive Director

Management

For

For

6

Reelect Peter K.M. Verhaeghe as Non-Executive Director

Management

For

Against

7

Reelect James Michael Daly as Non-Executive Director

Management

For

For

8

Reelect Werner Lanthaler as Non-Executive Director

Management

For

For

9

Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights

Management

For

For

10

Amend Articles of Association

Management

For

For

11

Ratify Deloitte Accountants B.V. as Auditors

Management

For

For

     

 

ASM INTERNATIONAL NV
Meeting Date:  MAY 16, 2022
Record Date:  APR 18, 2022
Meeting Type:  ANNUAL

Ticker:  ASM
Security ID:  N07045201

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2

Receive Report of Management Board (Non-Voting)

Management

None

None

3

Approve Remuneration Report

Management

For

For

4

Adopt Financial Statements and Statutory Reports

Management

For

For


     

5

Approve Dividends of EUR 2.50 Per Share

Management

For

For

6

Approve Discharge of Management Board

Management

For

For

7

Approve Discharge of Supervisory Board

Management

For

For

8

Adopt Remuneration Policy for Management Board

Management

For

For

9

Elect Hichem M'Saad to Management Board

Management

For

For

10

Adopt Remuneration Policy for Supervisory Board

Management

For

For

11

Reelect M.J.C. de Jong to Supervisory Board

Management

For

For

12

Ratify KPMG Accountants N.V. as Auditors

Management

For

For

13(a)

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

Management

For

For

13(b)

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

14

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

15

Other Business (Non-Voting)

Management

None

None

16

Close Meeting

Management

None

None

     

 

ASML HOLDING NV
Meeting Date:  APR 29, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  ASML
Security ID:  N07059210

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2

Discuss the Company's Business, Financial Situation and Sustainability

Management

None

None

3a

Approve Remuneration Report

Management

For

For

3b

Adopt Financial Statements and Statutory Reports

Management

For

For

3c

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

3d

Approve Dividends of EUR 5.50 Per Share

Management

For

For

4a

Approve Discharge of Management Board

Management

For

For

4b

Approve Discharge of Supervisory Board

Management

For

For

5

Approve Number of Shares for Management Board

Management

For

For

6

Amend Remuneration Policy for Management Board

Management

For

For


     

7

Receive Information on the Composition of the Management Board

Management

None

None

8a

Announce Vacancies on the Supervisory Board

Management

None

None

8b

Opportunity to Make Recommendations

Management

None

None

8c

Announce Recommendation to Reappoint T.L. Kelly and Appoint A.F.M. Everke and A.L. Steegen as Members of the Supervisory Board

Management

None

None

8d

Reelect T.L. Kelly to Supervisory Board

Management

For

For

8e

Elect A.F.M. Everke to Supervisory Board

Management

For

For

8f

Elect A.L. Steegen to Supervisory Board

Management

For

For

8g

Discuss Composition of the Supervisory Board

Management

None

None

9

Ratify KPMG Accountants N.V. as Auditors for the Reporting Years 2023 and 2024

Management

For

For

10

Ratify Deloitte Accountants B.V. as Auditors for the Reporting Year 2025

Management

None

None

11

Amend Articles of Association

Management

For

For

12a

Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition

Management

For

For

12b

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

13

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

14

Authorize Cancellation of Repurchased Shares

Management

For

For

15

Other Business (Non-Voting)

Management

None

None

16

Close Meeting

Management

None

None

     

 

ASPEN TECHNOLOGY, INC.
Meeting Date:  DEC 10, 2021
Record Date:  OCT 12, 2021
Meeting Type:  ANNUAL

Ticker:  AZPN
Security ID:  045327103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Karen Golz

Management

For

For

1.2

Elect Director Antonio J. Pietri

Management

For

For

1.3

Elect Director R. Halsey Wise

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 


     

ASPEN TECHNOLOGY, INC.
Meeting Date:  MAY 16, 2022
Record Date:  APR 14, 2022
Meeting Type:  SPECIAL

Ticker:  AZPN
Security ID:  045327103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Merger Agreement

Management

For

For

2

Advisory Vote on Golden Parachutes

Management

For

For

3

Adjourn Meeting

Management

For

For

     

 

ASTRAZENECA PLC
Meeting Date:  APR 29, 2022
Record Date:  APR 07, 2022
Meeting Type:  ANNUAL

Ticker:  AZN
Security ID:  046353108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Dividends

Management

For

For

3

Reappoint PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Authorise Board to Fix Remuneration of Auditors

Management

For

For

5a

Re-elect Leif Johansson as Director

Management

For

For

5b

Re-elect Pascal Soriot as Director

Management

For

For

5c

Elect Aradhana Sarin as Director

Management

For

For

5d

Re-elect Philip Broadley as Director

Management

For

For

5e

Re-elect Euan Ashley as Director

Management

For

For

5f

Re-elect Michel Demare as Director

Management

For

For

5g

Re-elect Deborah DiSanzo as Director

Management

For

For

5h

Re-elect Diana Layfield as Director

Management

For

For

5i

Re-elect Sheri McCoy as Director

Management

For

For

5j

Re-elect Tony Mok as Director

Management

For

For

5k

Re-elect Nazneen Rahman as Director

Management

For

For

5l

Elect Andreas Rummelt as Director

Management

For

For

5m

Re-elect Marcus Wallenberg as Director

Management

For

For

6

Approve Remuneration Report

Management

For

For

7

Authorise UK Political Donations and Expenditure

Management

For

For


     

8

Authorise Issue of Equity

Management

For

For

9

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

10

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

Management

For

For

11

Authorise Market Purchase of Ordinary Shares

Management

For

For

12

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

Management

For

For

13

Approve Savings Related Share Option Scheme

Management

For

For

     

 

ATLASSIAN CORPORATION PLC
Meeting Date:  DEC 02, 2021
Record Date:  OCT 05, 2021
Meeting Type:  ANNUAL

Ticker:  TEAM
Security ID:  G06242104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

Against

3

Appoint Ernst & Young LLP as Auditors

Management

For

For

4

Authorize Board to Fix Remuneration of Auditors

Management

For

For

5

Elect Director Shona L. Brown

Management

For

For

6

Elect Director Michael Cannon-Brookes

Management

For

For

7

Elect Director Scott Farquhar

Management

For

For

8

Elect Director Heather Mirjahangir Fernandez

Management

For

For

9

Elect Director Sasan Goodarzi

Management

For

For

10

Elect Director Jay Parikh

Management

For

For

11

Elect Director Enrique Salem

Management

For

For

12

Elect Director Steven Sordello

Management

For

For

13

Elect Director Richard P. Wong

Management

For

For

14

Elect Director Michelle Zatlyn

Management

For

For

 

 

AVALARA, INC.
Meeting Date:  JUN 08, 2022
Record Date:  APR 08, 2022
Meeting Type:  ANNUAL

Ticker:  AVLR
Security ID:  05338G106


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Edward Gilhuly

Management

For

For

1.2

Elect Director Scott McFarlane

Management

For

For

1.3

Elect Director Tami Reller

Management

For

For

1.4

Elect Director Srinivas Tallapragada

Management

For

For

1.5

Elect Director Bruce Crawford

Management

For

For

1.6

Elect Director Marcela Martin

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

AXON ENTERPRISE, INC.
Meeting Date:  MAY 20, 2022
Record Date:  MAR 22, 2022
Meeting Type:  ANNUAL

Ticker:  AXON
Security ID:  05464C101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Declassify the Board of Directors

Management

For

For

2A

Elect Director Adriane Brown

Management

For

For

2B

Elect Director Michael Garnreiter

Management

For

For

2C

Elect Director Hadi Partovi

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Ratify Grant Thornton LLP as Auditors

Management

For

For

5

Approve Omnibus Stock Plan

Management

For

Against

     

 

BAKER HUGHES COMPANY
Meeting Date:  MAY 17, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  BKR
Security ID:  05722G100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director W. Geoffrey Beattie

Management

For

For

1.2

Elect Director Gregory D. Brenneman

Management

For

For

1.3

Elect Director Cynthia B. Carroll

Management

For

For

1.4

Elect Director Nelda J. Connors

Management

For

For

1.5

Elect Director Michael R. Dumais

Management

For

For

1.6

Elect Director Gregory L. Ebel

Management

For

For


     

1.7

Elect Director Lynn L. Elsenhans

Management

For

For

1.8

Elect Director John G. Rice

Management

For

For

1.9

Elect Director Lorenzo Simonelli

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

BILL.COM HOLDINGS, INC.
Meeting Date:  DEC 09, 2021
Record Date:  OCT 12, 2021
Meeting Type:  ANNUAL

Ticker:  BILL
Security ID:  090043100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Allison Mnookin

Management

For

For

1.2

Elect Director Steven Piaker

Management

For

For

1.3

Elect Director Rory O'Driscoll

Management

For

For

1.4

Elect Director Steve Fisher

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

BIO-RAD LABORATORIES, INC.
Meeting Date:  APR 26, 2022
Record Date:  FEB 28, 2022
Meeting Type:  ANNUAL

Ticker:  BIO
Security ID:  090572207

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Melinda Litherland

Management

For

Against

1.2

Elect Director Arnold A. Pinkston

Management

For

Against

2

Ratify KPMG LLP as Auditors

Management

For

For

     

 

BIO-TECHNE CORPORATION
Meeting Date:  OCT 28, 2021
Record Date:  SEP 03, 2021
Meeting Type:  ANNUAL

Ticker:  TECH
Security ID:  09073M104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1

Fix Number of Directors at Nine

Management

For

For

2a

Elect Director Robert V. Baumgartner

Management

For

For

2b

Elect Director Julie L. Bushman

Management

For

For

2c

Elect Director John L. Higgins

Management

For

For

2d

Elect Director Joseph D. Keegan

Management

For

For

2e

Elect Director Charles R. Kummeth

Management

For

For

2f

Elect Director Roeland Nusse

Management

For

For

2g

Elect Director Alpna Seth

Management

For

For

2h

Elect Director Randolph Steer

Management

For

For

2i

Elect Director Rupert Vessey

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Ratify KPMG, LLP as Auditors

Management

For

For

     

 

BOOKING HOLDINGS INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 21, 2022
Meeting Type:  ANNUAL

Ticker:  BKNG
Security ID:  09857L108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Timothy Armstrong

Management

For

For

1.2

Elect Director Glenn D. Fogel

Management

For

For

1.3

Elect Director Mirian M. Graddick-Weir

Management

For

For

1.4

Elect Director Wei Hopeman

Management

For

For

1.5

Elect Director Robert J. Mylod, Jr.

Management

For

For

1.6

Elect Director Charles H. Noski

Management

For

For

1.7

Elect Director Nicholas J. Read

Management

For

For

1.8

Elect Director Thomas E. Rothman

Management

For

For

1.9

Elect Director Sumit Singh

Management

For

For

1.10

Elect Director Lynn Vojvodich Radakovich

Management

For

For

1.11

Elect Director Vanessa A. Wittman

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

5

Report on Climate Change Performance Metrics Into Executive Compensation Program

Shareholder

Against

Against


     

 

BRUKER CORPORATION
Meeting Date:  JUN 01, 2022
Record Date:  APR 07, 2022
Meeting Type:  ANNUAL

Ticker:  BRKR
Security ID:  116794108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Bonnie H. Anderson

Management

For

For

1.2

Elect Director Frank H. Laukien

Management

For

For

1.3

Elect Director John Ornell

Management

For

For

1.4

Elect Director Richard A. Packer

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Approve Qualified Employee Stock Purchase Plan

Management

For

For

     

 

CADENCE DESIGN SYSTEMS, INC.
Meeting Date:  MAY 05, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  CDNS
Security ID:  127387108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Mark W. Adams

Management

For

For

1.2

Elect Director Ita Brennan

Management

For

For

1.3

Elect Director Lewis Chew

Management

For

For

1.4

Elect Director Anirudh Devgan

Management

For

For

1.5

Elect Director Mary Louise Krakauer

Management

For

For

1.6

Elect Director Julia Liuson

Management

For

For

1.7

Elect Director James D. Plummer

Management

For

For

1.8

Elect Director Alberto Sangiovanni-Vincentelli

Management

For

For

1.9

Elect Director John B. Shoven

Management

For

For

1.10

Elect Director Young K. Sohn

Management

For

For

1.11

Elect Director Lip-Bu Tan

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For


     

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

     

 

CATALENT, INC.
Meeting Date:  OCT 28, 2021
Record Date:  SEP 03, 2021
Meeting Type:  ANNUAL

Ticker:  CTLT
Security ID:  148806102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Madhavan "Madhu" Balachandran

Management

For

For

1b

Elect Director Michael J. Barber

Management

For

For

1c

Elect Director J. Martin Carroll

Management

For

For

1d

Elect Director John Chiminski

Management

For

For

1e

Elect Director Rolf Classon

Management

For

For

1f

Elect Director Rosemary A. Crane

Management

For

For

1g

Elect Director John J. Greisch

Management

For

For

1h

Elect Director Christa Kreuzburg

Management

For

For

1i

Elect Director Gregory T. Lucier

Management

For

For

1j

Elect Director Donald E. Morel, Jr.

Management

For

For

1k

Elect Director Jack Stahl

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Provide Right to Call Special Meeting

Management

For

For

6

Amend Certificate of Incorporation to Add Federal Forum Selection Provision

Management

For

Against

7

Amend Articles

Management

For

For

     

 

CERENCE INC.
Meeting Date:  FEB 02, 2022
Record Date:  DEC 14, 2021
Meeting Type:  ANNUAL

Ticker:  CRNC
Security ID:  156727109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Arun Sarin

Management

For

For

1.2

Elect Director Kristi Ann Matus

Management

For

For


     

1.3

Elect Director Stefan Ortmanns

Management

For

For

2

Ratify BDO USA, LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

CHEWY, INC.
Meeting Date:  JUL 14, 2021
Record Date:  MAY 18, 2021
Meeting Type:  ANNUAL

Ticker:  CHWY
Security ID:  16679L109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Fahim Ahmed

Management

For

For

1.2

Elect Director Michael Chang

Management

For

For

1.3

Elect Director Kristine Dickson

Management

For

For

1.4

Elect Director James A. Star

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

CLOUDFLARE, INC.
Meeting Date:  JUN 02, 2022
Record Date:  APR 07, 2022
Meeting Type:  ANNUAL

Ticker:  NET
Security ID:  18915M107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Mark Anderson

Management

For

For

1.2

Elect Director Mark Hawkins

Management

For

For

1.3

Elect Director Carl Ledbetter

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Stock Option Grants

Management

For

For

 

 

CME GROUP INC.
Meeting Date:  MAY 04, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  CME
Security ID:  12572Q105


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Terrence A. Duffy

Management

For

For

1b

Elect Director Timothy S. Bitsberger

Management

For

For

1c

Elect Director Charles P. Carey

Management

For

For

1d

Elect Director Dennis H. Chookaszian

Management

For

For

1e

Elect Director Bryan T. Durkin

Management

For

For

1f

Elect Director Ana Dutra

Management

For

For

1g

Elect Director Martin J. Gepsman

Management

For

For

1h

Elect Director Larry G. Gerdes

Management

For

For

1i

Elect Director Daniel R. Glickman

Management

For

For

1j

Elect Director Daniel G. Kaye

Management

For

For

1k

Elect Director Phyllis M. Lockett

Management

For

For

1l

Elect Director Deborah J. Lucas

Management

For

For

1m

Elect Director Terry L. Savage

Management

For

For

1n

Elect Director Rahael Seifu

Management

For

For

1o

Elect Director William R. Shepard

Management

For

For

1p

Elect Director Howard J. Siegel

Management

For

For

1q

Elect Director Dennis A. Suskind

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

5

Amend Non-Employee Director Omnibus Stock Plan

Management

For

For

6

Amend Qualified Employee Stock Purchase Plan

Management

For

For

     

 

CORTEVA, INC.
Meeting Date:  APR 29, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  CTVA
Security ID:  22052L104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lamberto Andreotti

Management

For

For

1b

Elect Director Klaus A. Engel

Management

For

For

1c

Elect Director David C. Everitt

Management

For

For

1d

Elect Director Janet P. Giesselman

Management

For

For

1e

Elect Director Karen H. Grimes

Management

For

For

1f

Elect Director Michael O. Johanns

Management

For

For


     

1g

Elect Director Rebecca B. Liebert

Management

For

For

1h

Elect Director Marcos M. Lutz

Management

For

For

1i

Elect Director Charles V. Magro

Management

For

For

1j

Elect Director Nayaki R. Nayyar

Management

For

For

1k

Elect Director Gregory R. Page

Management

For

For

1l

Elect Director Kerry J. Preete

Management

For

For

1m

Elect Director Patrick J. Ward

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

COSTAR GROUP, INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  CSGP
Security ID:  22160N109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Michael R. Klein

Management

For

For

1b

Elect Director Andrew C. Florance

Management

For

For

1c

Elect Director Laura Cox Kaplan

Management

For

For

1d

Elect Director Michael J. Glosserman

Management

For

For

1e

Elect Director John W. Hill

Management

For

For

1f

Elect Director Robert W. Musslewhite

Management

For

For

1g

Elect Director Christopher J. Nassetta

Management

For

For

1h

Elect Director Louise S. Sams

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

     

 

CROWDSTRIKE HOLDINGS, INC.
Meeting Date:  JUN 29, 2022
Record Date:  MAY 02, 2022
Meeting Type:  ANNUAL

Ticker:  CRWD
Security ID:  22788C105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Cary J. Davis

Management

For

Withhold

1.2

Elect Director George Kurtz

Management

For

For


     

1.3

Elect Director Laura J. Schumacher

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

CROWN CASTLE INTERNATIONAL CORP.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  CCI
Security ID:  22822V101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director P. Robert Bartolo

Management

For

For

1b

Elect Director Jay A. Brown

Management

For

For

1c

Elect Director Cindy Christy

Management

For

For

1d

Elect Director Ari Q. Fitzgerald

Management

For

For

1e

Elect Director Andrea J. Goldsmith

Management

For

For

1f

Elect Director Tammy K. Jones

Management

For

For

1g

Elect Director Anthony J. Melone

Management

For

For

1h

Elect Director W. Benjamin Moreland

Management

For

For

1i

Elect Director Kevin A. Stephens

Management

For

For

1j

Elect Director Matthew Thornton, III

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Approve Omnibus Stock Plan

Management

For

For

4

Increase Authorized Common Stock

Management

For

For

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

CRYOPORT, INC.
Meeting Date:  APR 29, 2022
Record Date:  MAR 02, 2022
Meeting Type:  ANNUAL

Ticker:  CYRX
Security ID:  229050307

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Linda Baddour

Management

For

For

1.2

Elect Director Richard Berman

Management

For

For

1.3

Elect Director Daniel Hancock

Management

For

For

1.4

Elect Director Robert Hariri

Management

For

For

1.5

Elect Director Ram M. Jagannath

Management

For

For

1.6

Elect Director Ramkumar Mandalam

Management

For

For

1.7

Elect Director Jerrell W. Shelton

Management

For

For


     

1.8

Elect Director Edward J. Zecchini

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

DANAHER CORPORATION
Meeting Date:  MAY 10, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL

Ticker:  DHR
Security ID:  235851102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Rainer M. Blair

Management

For

For

1b

Elect Director Linda Filler

Management

For

Against

1c

Elect Director Teri List

Management

For

For

1d

Elect Director Walter G. Lohr, Jr.

Management

For

For

1e

Elect Director Jessica L. Mega

Management

For

For

1f

Elect Director Mitchell P. Rales

Management

For

For

1g

Elect Director Steven M. Rales

Management

For

For

1h

Elect Director Pardis C. Sabeti

Management

For

For

1i

Elect Director A. Shane Sanders

Management

For

For

1j

Elect Director John T. Schwieters

Management

For

For

1k

Elect Director Alan G. Spoon

Management

For

For

1l

Elect Director Raymond C. Stevens

Management

For

For

1m

Elect Director Elias A. Zerhouni

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

     

 

DATADOG, INC.
Meeting Date:  JUN 02, 2022
Record Date:  APR 05, 2022
Meeting Type:  ANNUAL

Ticker:  DDOG
Security ID:  23804L103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Titi Cole

Management

For

For

1b

Elect Director Matthew Jacobson

Management

For

For

1c

Elect Director Julie G. Richardson

Management

For

For


     

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

DEXCOM, INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 31, 2022
Meeting Type:  ANNUAL

Ticker:  DXCM
Security ID:  252131107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Steven R. Altman

Management

For

For

1.2

Elect Director Barbara E. Kahn

Management

For

For

1.3

Elect Director Kyle Malady

Management

For

For

1.4

Elect Director Jay S. Skyler

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Forward Stock Split

Management

For

For

     

 

EDWARDS LIFESCIENCES CORPORATION
Meeting Date:  MAY 03, 2022
Record Date:  MAR 09, 2022
Meeting Type:  ANNUAL

Ticker:  EW
Security ID:  28176E108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kieran T. Gallahue

Management

For

For

1.2

Elect Director Leslie S. Heisz

Management

For

For

1.3

Elect Director Paul A. LaViolette

Management

For

For

1.4

Elect Director Steven R. Loranger

Management

For

For

1.5

Elect Director Martha H. Marsh

Management

For

For

1.6

Elect Director Michael A. Mussallem

Management

For

For

1.7

Elect Director Ramona Sequeira

Management

For

For

1.8

Elect Director Nicholas J. Valeriani

Management

For

Against

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against


     

 

ENDAVA PLC
Meeting Date:  DEC 09, 2021
Record Date:  OCT 29, 2021
Meeting Type:  ANNUAL

Ticker:  DAVA
Security ID:  29260V105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

Against

3

Reappoint KPMG LLP as Auditors and Authorise the Board to Determine Their Remuneration

Management

For

For

4

Elect John Cotterell as Director

Management

For

For

5

Elect Mark Thurston as Director

Management

For

For

6

Elect Andrew Allan as Director

Management

For

For

7

Elect Sulina Connal as Director

Management

For

For

8

Elect Ben Druskin as Director

Management

For

For

9

Elect David Pattillo as Director

Management

For

For

10

Elect Trevor Smith as Director

Management

For

For

     

 

ENTEGRIS, INC.
Meeting Date:  APR 27, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL

Ticker:  ENTG
Security ID:  29362U104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Michael A. Bradley

Management

For

For

1b

Elect Director Rodney Clark

Management

For

For

1c

Elect Director James F. Gentilcore

Management

For

For

1d

Elect Director Yvette Kanouff

Management

For

For

1e

Elect Director James P. Lederer

Management

For

For

1f

Elect Director Bertrand Loy

Management

For

For

1g

Elect Director Paul L.H. Olson

Management

For

For

1h

Elect Director Azita Saleki-Gerhardt

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

 

 


     

EPAM SYSTEMS, INC.
Meeting Date:  JUN 02, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  EPAM
Security ID:  29414B104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Richard Michael Mayoras

Management

For

For

1.2

Elect Director Karl Robb

Management

For

For

1.3

Elect Director Helen Shan

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Non-Employee Director Omnibus Stock Plan

Management

For

For

     

 

EVOTEC SE
Meeting Date:  JUN 22, 2022
Record Date:  MAY 31, 2022
Meeting Type:  ANNUAL

Ticker:  EVT
Security ID:  D1646D105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

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

Management

None

None

2

Approve Discharge of Management Board for Fiscal Year 2021

Management

For

For

3

Approve Discharge of Supervisory Board for Fiscal Year 2021

Management

For

For

4

Ratify BDO AG as Auditors for Fiscal Year 2022 and for the Review of Interim Financial Statements

Management

For

For

5

Elect Camilla Languille to the Supervisory Board

Management

For

For

6

Approve Creation of EUR 35.3 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights

Management

For

For

7

Approve Stock Option Plan for Key Employees; Approve Creation of EUR 6 Million Pool of Conditional Capital to Guarantee Conversion Rights

Management

For

For

8

Approve Remuneration Report

Management

For

Against

9

Approve Remuneration Policy

Management

For

For


     

 

FASTENAL COMPANY
Meeting Date:  APR 23, 2022
Record Date:  FEB 23, 2022
Meeting Type:  ANNUAL

Ticker:  FAST
Security ID:  311900104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Scott A. Satterlee

Management

For

For

1b

Elect Director Michael J. Ancius

Management

For

For

1c

Elect Director Stephen L. Eastman

Management

For

For

1d

Elect Director Daniel L. Florness

Management

For

For

1e

Elect Director Rita J. Heise

Management

For

For

1f

Elect Director Hsenghung Sam Hsu

Management

For

For

1g

Elect Director Daniel L. Johnson

Management

For

For

1h

Elect Director Nicholas J. Lundquist

Management

For

For

1i

Elect Director Sarah N. Nielsen

Management

For

For

1j

Elect Director Reyne K. Wisecup

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

FIVE9, INC.
Meeting Date:  SEP 30, 2021
Record Date:  AUG 25, 2021
Meeting Type:  SPECIAL

Ticker:  FIVN
Security ID:  338307101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Merger Agreement

Management

For

Against

2

Advisory Vote on Golden Parachutes

Management

For

Against

3

Adjourn Meeting

Management

For

Against

     

 

FIVERR INTERNATIONAL LTD.
Meeting Date:  OCT 19, 2021
Record Date:  SEP 09, 2021
Meeting Type:  ANNUAL

Ticker:  FVRR
Security ID:  M4R82T106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Reelect Adam Fisher as Director

Management

For

For

1b

Reelect Nir Zohar as Director

Management

For

For


     

2

Approve Amended Compensation Term to Company's Non-Executive Directors and One-Time Equity Grant to Certain Directors

Management

For

For

3

Approve Amendment of Compensation Policy for the Directors and Officers of the Company

Management

For

For

4

Issue Amendment of Indemnification Agreements to Directors/Officers

Management

For

For

5

Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

6

Discuss Financial Statements and the Report of the Board

Management

None

None

A

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

Management

None

Against

     

 

FORTINET, INC.
Meeting Date:  JUN 17, 2022
Record Date:  APR 18, 2022
Meeting Type:  ANNUAL

Ticker:  FTNT
Security ID:  34959E109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ken Xie

Management

For

For

1.2

Elect Director Michael Xie

Management

For

For

1.3

Elect Director Kenneth A. Goldman

Management

For

For

1.4

Elect Director Ming Hsieh

Management

For

For

1.5

Elect Director Jean Hu

Management

For

For

1.6

Elect Director William H. Neukom

Management

For

For

1.7

Elect Director Judith Sim

Management

For

For

1.8

Elect Director James Stavridis

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Stock Split

Management

For

For

5

Adopt Simple Majority Vote

Shareholder

None

For

 

 

GENERAC HOLDINGS INC.
Meeting Date:  JUN 16, 2022
Record Date:  APR 18, 2022


     

Meeting Type:  ANNUAL

Ticker:  GNRC
Security ID:  368736104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director John D. Bowlin

Management

For

For

1.2

Elect Director Aaron P. Jagdfeld

Management

For

For

1.3

Elect Director Andrew G. Lampereur

Management

For

For

1.4

Elect Director Nam T. Nguyen

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

GLOBANT SA
Meeting Date:  APR 22, 2022
Record Date:  MAR 15, 2022
Meeting Type:  ANNUAL/SPECIAL

Ticker:  GLOB
Security ID:  L44385109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Receive and Approve Board's and Auditor's Reports

Management

None

None

2

Approve Consolidated Financial Statements and Statutory Reports

Management

For

For

3

Approve Financial Statements

Management

For

For

4

Approve Allocation of Loss

Management

For

For

5

Approve Discharge of Directors

Management

For

For

6

Approve Remuneration of Directors

Management

For

For

7

Appoint PricewaterhouseCoopers, Societe Cooperative as Auditor for Annual Accounts and EU IFRS Consolidated Accounts

Management

For

For

8

Appoint Price Waterhouse & Co. S.R.L. as Auditor for IFRS Consolidated Accounts

Management

For

For

9

Reelect Francisco Alvarez-Demalde as Director

Management

For

For

10

Reelect Maria Pinelli as Director

Management

For

For

11

Elect Andrea Mayumi Petroni Merhy as Director

Management

For

For

1

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights and Amend Article 6.1 and 6.2 of the Articles of Association

Management

For

For

 

 


     

HUBSPOT, INC.
Meeting Date:  JUN 07, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  HUBS
Security ID:  443573100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lorrie Norrington

Management

For

For

1b

Elect Director Avanish Sahai

Management

For

For

1c

Elect Director Dharmesh Shah

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Qualified Employee Stock Purchase Plan

Management

For

For

     

 

IDEXX LABORATORIES, INC.
Meeting Date:  MAY 11, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  IDXX
Security ID:  45168D104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jonathan W. Ayers

Management

For

For

1b

Elect Director Stuart M. Essig

Management

For

For

1c

Elect Director Jonathan J. Mazelsky

Management

For

For

1d

Elect Director M. Anne Szostak

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ILLUMINA, INC.
Meeting Date:  MAY 26, 2022
Record Date:  MAR 31, 2022
Meeting Type:  ANNUAL

Ticker:  ILMN
Security ID:  452327109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director Frances Arnold

Management

For

For

1B

Elect Director Francis A. deSouza

Management

For

For

1C

Elect Director Caroline D. Dorsa

Management

For

For

1D

Elect Director Robert S. Epstein

Management

For

Against

1E

Elect Director Scott Gottlieb

Management

For

For


     

1F

Elect Director Gary S. Guthart

Management

For

For

1G

Elect Director Philip W. Schiller

Management

For

For

1H

Elect Director Susan E. Siegel

Management

For

For

1I

Elect Director John W. Thompson

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold

Shareholder

Against

For

5

Provide Right to Call Special Meeting

Management

For

Abstain

     

 

INSPIRE MEDICAL SYSTEMS, INC.
Meeting Date:  APR 28, 2022
Record Date:  MAR 03, 2022
Meeting Type:  ANNUAL

Ticker:  INSP
Security ID:  457730109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Shelley G. Broader

Management

For

For

1.2

Elect Director Timothy P. Herbert

Management

For

For

1.3

Elect Director Shawn T McCormick

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

INSULET CORPORATION
Meeting Date:  MAY 24, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  PODD
Security ID:  45784P101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director James R. Hollingshead

Management

For

For

1.2

Elect Director Jessica Hopfield

Management

For

For

1.3

Elect Director Elizabeth H. Weatherman

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Grant Thornton LLP as Auditors

Management

For

For

 

 

INTEL CORPORATION
Meeting Date:  MAY 12, 2022
Record Date:  MAR 18, 2022


     

Meeting Type:  ANNUAL

Ticker:  INTC
Security ID:  458140100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Patrick P. Gelsinger

Management

For

For

1b

Elect Director James J. Goetz

Management

For

For

1c

Elect Director Andrea J. Goldsmith

Management

For

For

1d

Elect Director Alyssa H. Henry

Management

For

Against

1e

Elect Director Omar Ishrak

Management

For

For

1f

Elect Director Risa Lavizzo-Mourey

Management

For

For

1g

Elect Director Tsu-Jae King Liu

Management

For

For

1h

Elect Director Gregory D. Smith

Management

For

For

1i

Elect Director Dion J. Weisler

Management

For

For

1j

Elect Director Frank D. Yeary

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

6

Report on Third-Party Civil Rights Audit

Shareholder

Against

Against

     

 

INTUIT INC.
Meeting Date:  JAN 20, 2022
Record Date:  NOV 22, 2021
Meeting Type:  ANNUAL

Ticker:  INTU
Security ID:  461202103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Eve Burton

Management

For

For

1b

Elect Director Scott D. Cook

Management

For

For

1c

Elect Director Richard L. Dalzell

Management

For

For

1d

Elect Director Sasan K. Goodarzi

Management

For

For

1e

Elect Director Deborah Liu

Management

For

For

1f

Elect Director Tekedra Mawakana

Management

For

For

1g

Elect Director Suzanne Nora Johnson

Management

For

For

1h

Elect Director Dennis D. Powell

Management

For

For

1i

Elect Director Brad D. Smith

Management

For

For

1j

Elect Director Thomas Szkutak

Management

For

For


     

1k

Elect Director Raul Vazquez

Management

For

For

1l

Elect Director Jeff Weiner

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

     

 

INTUITIVE SURGICAL, INC.
Meeting Date:  SEP 20, 2021
Record Date:  AUG 18, 2021
Meeting Type:  SPECIAL

Ticker:  ISRG
Security ID:  46120E602

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Increase Authorized Common Stock

Management

For

For

     

 

INTUITIVE SURGICAL, INC.
Meeting Date:  APR 28, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  ISRG
Security ID:  46120E602

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Craig H. Barratt

Management

For

For

1b

Elect Director Joseph C. Beery

Management

For

For

1c

Elect Director Gary S. Guthart

Management

For

For

1d

Elect Director Amal M. Johnson

Management

For

For

1e

Elect Director Don R. Kania

Management

For

For

1f

Elect Director Amy L. Ladd

Management

For

For

1g

Elect Director Keith R. Leonard, Jr.

Management

For

For

1h

Elect Director Alan J. Levy

Management

For

For

1i

Elect Director Jami Dover Nachtsheim

Management

For

For

1j

Elect Director Monica P. Reed

Management

For

For

1k

Elect Director Mark J. Rubash

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

 

 

KASPI.KZ JSC
Meeting Date:  NOV 24, 2021
Record Date:  OCT 25, 2021


     

Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  KSPI
Security ID:  48581R205

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Meeting Agenda

Management

For

For

2

Approve Dividends

Management

For

For

A

I am not a Legal Entity or Having Shareholder Participant, or an Individual which Participates in Legal Entities Incorporated in any Offshore Zones promulgated by the Agency on Financial Supervision of Kazakhstan

Management

For

For

B

For participation of BNY Mellon in EGM in favor of Holder, the Holder entitles BNY Mellon to disclose information about Holder in Central Securities Depositary of Republic of Kazakhstan and register of shareholders

Management

For

For

     

 

KEYENCE CORP.
Meeting Date:  JUN 10, 2022
Record Date:  MAR 20, 2022
Meeting Type:  ANNUAL

Ticker:  6861
Security ID:  J32491102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Allocation of Income, with a Final Dividend of JPY 100

Management

For

For

2

Amend Articles to Disclose Shareholder Meeting Materials on Internet

Management

For

For

3.1

Elect Director Takizaki, Takemitsu

Management

For

For

3.2

Elect Director Nakata, Yu

Management

For

For

3.3

Elect Director Yamaguchi, Akiji

Management

For

For

3.4

Elect Director Miki, Masayuki

Management

For

For

3.5

Elect Director Yamamoto, Hiroaki

Management

For

For

3.6

Elect Director Yamamoto, Akinori

Management

For

For

3.7

Elect Director Taniguchi, Seiichi

Management

For

For

3.8

Elect Director Suenaga, Kumiko

Management

For

For

3.9

Elect Director Yoshioka, Michifumi

Management

For

For

4

Appoint Alternate Statutory Auditor Yamamoto, Masaharu

Management

For

For

5

Approve Compensation Ceiling for Directors

Management

For

For

 

 

KEYSIGHT TECHNOLOGIES, INC.


     

Meeting Date:  MAR 17, 2022
Record Date:  JAN 18, 2022
Meeting Type:  ANNUAL

Ticker:  KEYS
Security ID:  49338L103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director James G. Cullen

Management

For

For

1.2

Elect Director Michelle J. Holthaus

Management

For

For

1.3

Elect Director Jean M. Nye

Management

For

For

1.4

Elect Director Joanne B. Olsen

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Declassify the Board of Directors

Management

For

For

     

 

KLA CORPORATION
Meeting Date:  NOV 03, 2021
Record Date:  SEP 13, 2021
Meeting Type:  ANNUAL

Ticker:  KLAC
Security ID:  482480100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Edward Barnholt

Management

For

For

1.2

Elect Director Robert Calderoni

Management

For

For

1.3

Elect Director Jeneanne Hanley

Management

For

For

1.4

Elect Director Emiko Higashi

Management

For

For

1.5

Elect Director Kevin Kennedy

Management

For

For

1.6

Elect Director Gary Moore

Management

For

For

1.7

Elect Director Marie Myers

Management

For

For

1.8

Elect Director Kiran Patel

Management

For

For

1.9

Elect Director Victor Peng

Management

For

For

1.10

Elect Director Robert Rango

Management

For

For

1.11

Elect Director Richard Wallace

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 

LAM RESEARCH CORPORATION
Meeting Date:  NOV 08, 2021
Record Date:  SEP 09, 2021
Meeting Type:  ANNUAL

Ticker:  LRCX


     

Security ID:  512807108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Sohail U. Ahmed

Management

For

For

1.2

Elect Director Timothy M. Archer

Management

For

For

1.3

Elect Director Eric K. Brandt

Management

For

For

1.4

Elect Director Michael R. Cannon

Management

For

For

1.5

Elect Director Catherine P. Lego

Management

For

For

1.6

Elect Director Bethany J. Mayer

Management

For

For

1.7

Elect Director Abhijit Y. Talwalkar

Management

For

For

1.8

Elect Director Lih Shyng (Rick L.) Tsai

Management

For

For

1.9

Elect Director Leslie F. Varon

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

LIGHTSPEED POS INC.
Meeting Date:  AUG 05, 2021
Record Date:  JUN 07, 2021
Meeting Type:  ANNUAL/SPECIAL

Ticker:  LSPD
Security ID:  53227R106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Patrick Pichette

Management

For

For

1.2

Elect Director Dax Dasilva

Management

For

For

1.3

Elect Director Jean Paul Chauvet

Management

For

For

1.4

Elect Director Marie-Josee Lamothe

Management

For

For

1.5

Elect Director Paul McFeeters

Management

For

For

1.6

Elect Director Merline Saintil

Management

For

For

1.7

Elect Director Rob Williams

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Change Company Name to Lightspeed Commerce Inc.

Management

For

For

     

 

LONZA GROUP AG
Meeting Date:  MAY 05, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  LONN
Security ID:  H50524133

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

For

3

Approve Discharge of Board and Senior Management

Management

For

For

4

Approve Allocation of Income and Dividends of CHF 3.00 per Share

Management

For

For

5.1.1

Reelect Albert Baehny as Director

Management

For

For

5.1.2

Reelect Angelica Kohlmann as Director

Management

For

For

5.1.3

Reelect Christoph Maeder as Director

Management

For

For

5.1.4

Reelect Barbara Richmond as Director

Management

For

For

5.1.5

Reelect Juergen Steinemann as Director

Management

For

For

5.1.6

Reelect Olivier Verscheure as Director

Management

For

For

5.2.1

Elect Marion Helmes as Director

Management

For

For

5.2.2

Elect Roger Nitsch as Director

Management

For

For

5.3

Reelect Albert Baehny as Board Chair

Management

For

For

5.4.1

Reappoint Angelica Kohlmann as Member of the Nomination and Compensation Committee

Management

For

For

5.4.2

Reappoint Christoph Maeder as Member of the Nomination and Compensation Committee

Management

For

For

5.4.3

Reappoint Juergen Steinemann as Member of the Nomination and Compensation Committee

Management

For

For

6

Ratify KPMG Ltd as Auditors

Management

For

For

7

Designate ThomannFischer as Independent Proxy

Management

For

For

8

Approve Remuneration of Directors in the Amount of CHF 2.9 Million

Management

For

For

9.1

Approve Fixed Remuneration of Executive Committee in the Amount of CHF 6.5 Million for the Period July 1, 2022 - June 30, 2023

Management

For

For

9.2

Approve Variable Short-Term Remuneration of Executive Committee in the Amount of CHF 4.9 Million for Fiscal Year 2021

Management

For

For

9.3

Approve Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 11.1 Million for Fiscal Year 2022

Management

For

For

10

Transact Other Business (Voting)

Management

For

Against

 

 

MARVELL TECHNOLOGY, INC.


     

Meeting Date:  JUN 23, 2022
Record Date:  APR 28, 2022
Meeting Type:  ANNUAL

Ticker:  MRVL
Security ID:  573874104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sara Andrews

Management

For

For

1b

Elect Director W. Tudor Brown

Management

For

For

1c

Elect Director Brad W. Buss

Management

For

For

1d

Elect Director Edward H. Frank

Management

For

For

1e

Elect Director Richard S. Hill

Management

For

For

1f

Elect Director Marachel L. Knight

Management

For

For

1g

Elect Director Matthew J. Murphy

Management

For

For

1h

Elect Director Michael G. Strachan

Management

For

For

1i

Elect Director Robert E. Switz

Management

For

For

1j

Elect Director Ford Tamer

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Amend Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

MASTERCARD INCORPORATED
Meeting Date:  JUN 21, 2022
Record Date:  APR 22, 2022
Meeting Type:  ANNUAL

Ticker:  MA
Security ID:  57636Q104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Merit E. Janow

Management

For

For

1b

Elect Director Candido Bracher

Management

For

For

1c

Elect Director Richard K. Davis

Management

For

For

1d

Elect Director Julius Genachowski

Management

For

For

1e

Elect Director Choon Phong Goh

Management

For

For

1f

Elect Director Oki Matsumoto

Management

For

For

1g

Elect Director Michael Miebach

Management

For

For

1h

Elect Director Youngme Moon

Management

For

For

1i

Elect Director Rima Qureshi

Management

For

For

1j

Elect Director Gabrielle Sulzberger

Management

For

For

1k

Elect Director Jackson Tai

Management

For

For

1l

Elect Director Harit Talwar

Management

For

For


     

1m

Elect Director Lance Uggla

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold

Management

For

For

5

Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold

Shareholder

Against

Against

6

Report on Political Contributions

Shareholder

Against

Against

7

Report on Charitable Contributions

Shareholder

Against

Against

8

Report on Risks Associated with Sale and Purchase of Ghost Guns

Shareholder

Against

Against

     

 

MATCH GROUP, INC.
Meeting Date:  JUN 08, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  MTCH
Security ID:  57667L107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Stephen Bailey

Management

For

For

1b

Elect Director Melissa Brenner

Management

For

For

1c

Elect Director Alan G. Spoon

Management

For

Against

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

MERCADOLIBRE, INC.
Meeting Date:  JUN 08, 2022
Record Date:  APR 12, 2022
Meeting Type:  ANNUAL

Ticker:  MELI
Security ID:  58733R102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Richard Sanders

Management

For

For

1.2

Elect Director Emiliano Calemzuk

Management

For

For

1.3

Elect Director Marcos Galperin

Management

For

For

1.4

Elect Director Andrea Mayumi Petroni Merhy

Management

For

For

2

Advisory Vote to Ratify Named Executive

Management

For

For


     
 

Officers' Compensation

   

3

Ratify Pistrelli, Henry Martin y Asociados S.R.L. as Auditors

Management

For

For

     

 

META PLATFORMS, INC.
Meeting Date:  MAY 25, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  FB
Security ID:  30303M102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Peggy Alford

Management

For

Withhold

1.2

Elect Director Marc L. Andreessen

Management

For

For

1.3

Elect Director Andrew W. Houston

Management

For

For

1.4

Elect Director Nancy Killefer

Management

For

For

1.5

Elect Director Robert M. Kimmitt

Management

For

For

1.6

Elect Director Sheryl K. Sandberg

Management

For

For

1.7

Elect Director Tracey T. Travis

Management

For

For

1.8

Elect Director Tony Xu

Management

For

For

1.9

Elect Director Mark Zuckerberg

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Recapitalization Plan for all Stock to Have One-vote per Share

Shareholder

Against

For

5

Require Independent Board Chair

Shareholder

Against

For

6

Report on Risks Associated with Use of Concealment Clauses

Shareholder

Against

For

7

Report on External Costs of Misinformation and Impact on Diversified Shareholders

Shareholder

Against

Against

8

Report on Community Standards Enforcement

Shareholder

Against

For

9

Report on User Risk and Advisory Vote on Metaverse Project

Shareholder

Against

Against

10

Publish Third Party Human Rights Impact Assessment

Shareholder

Against

For

11

Report on Child Sexual Exploitation Online

Shareholder

Against

For

12

Commission a Workplace Non-Discrimination Audit

Shareholder

Against

Against

13

Report on Lobbying Payments and Policy

Shareholder

Against

For

14

Commission Assessment of Audit and Risk

Shareholder

Against

For


     
 

Oversight Committee

   

15

Report on Charitable Contributions

Shareholder

Against

Against

     

 

MICROSOFT CORPORATION
Meeting Date:  NOV 30, 2021
Record Date:  SEP 30, 2021
Meeting Type:  ANNUAL

Ticker:  MSFT
Security ID:  594918104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Reid G. Hoffman

Management

For

For

1.2

Elect Director Hugh F. Johnston

Management

For

For

1.3

Elect Director Teri L. List

Management

For

For

1.4

Elect Director Satya Nadella

Management

For

For

1.5

Elect Director Sandra E. Peterson

Management

For

For

1.6

Elect Director Penny S. Pritzker

Management

For

For

1.7

Elect Director Carlos A. Rodriguez

Management

For

For

1.8

Elect Director Charles W. Scharf

Management

For

For

1.9

Elect Director John W. Stanton

Management

For

For

1.10

Elect Director John W. Thompson

Management

For

For

1.11

Elect Director Emma N. Walmsley

Management

For

For

1.12

Elect Director Padmasree Warrior

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Approve Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

5

Report on Gender/Racial Pay Gap

Shareholder

Against

For

6

Report on Effectiveness of Workplace Sexual Harassment Policies

Shareholder

Against

For

7

Prohibit Sales of Facial Recognition Technology to All Government Entities

Shareholder

Against

Against

8

Report on Implementation of the Fair Chance Business Pledge

Shareholder

Against

Against

9

Report on Lobbying Activities Alignment with Company Policies

Shareholder

Against

For

 

 

MONDAY.COM LTD.
Meeting Date:  JUL 29, 2021
Record Date:  JUN 28, 2021
Meeting Type:  SPECIAL

Ticker:  MNDY


     

Security ID:  M7S64H106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Elect Gili Iohan as External Director

Management

For

For

2

Elect Ronen Faier as External Director

Management

For

For

A

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

Management

None

Against

     

 

MONGODB, INC.
Meeting Date:  JUN 28, 2022
Record Date:  APR 29, 2022
Meeting Type:  ANNUAL

Ticker:  MDB
Security ID:  60937P106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Francisco D'Souza

Management

For

For

1.2

Elect Director Charles M. Hazard, Jr.

Management

For

For

1.3

Elect Director Tom Killalea

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

MONOLITHIC POWER SYSTEMS, INC.
Meeting Date:  JUN 16, 2022
Record Date:  APR 21, 2022
Meeting Type:  ANNUAL

Ticker:  MPWR
Security ID:  609839105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Michael Hsing

Management

For

For

1.2

Elect Director Herbert Chang

Management

For

Withhold

1.3

Elect Director Carintia Martinez

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

 

 

MOODY'S CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  FEB 28, 2022
Meeting Type:  ANNUAL


     

Ticker:  MCO
Security ID:  615369105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jorge A. Bermudez

Management

For

For

1b

Elect Director Therese Esperdy

Management

For

For

1c

Elect Director Robert Fauber

Management

For

For

1d

Elect Director Vincent A. Forlenza

Management

For

For

1e

Elect Director Kathryn M. Hill

Management

For

For

1f

Elect Director Lloyd W. Howell, Jr.

Management

For

For

1g

Elect Director Raymond W. McDaniel, Jr.

Management

For

For

1h

Elect Director Leslie F. Seidman

Management

For

For

1i

Elect Director Zig Serafin

Management

For

For

1j

Elect Director Bruce Van Saun

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

MSCI INC.
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  MSCI
Security ID:  55354G100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Henry A. Fernandez

Management

For

For

1b

Elect Director Robert G. Ashe

Management

For

For

1c

Elect Director Wayne Edmunds

Management

For

For

1d

Elect Director Catherine R. Kinney

Management

For

For

1e

Elect Director Jacques P. Perold

Management

For

For

1f

Elect Director Sandy C. Rattray

Management

For

For

1g

Elect Director Linda H. Riefler

Management

For

For

1h

Elect Director Marcus L. Smith

Management

For

For

1i

Elect Director Rajat Taneja

Management

For

For

1j

Elect Director Paula Volent

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

 

 

NEXTERA ENERGY, INC.
Meeting Date:  MAY 19, 2022


     

Record Date:  MAR 24, 2022
Meeting Type:  ANNUAL

Ticker:  NEE
Security ID:  65339F101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sherry S. Barrat

Management

For

For

1b

Elect Director James L. Camaren

Management

For

For

1c

Elect Director Kenneth B. Dunn

Management

For

For

1d

Elect Director Naren K. Gursahaney

Management

For

For

1e

Elect Director Kirk S. Hachigian

Management

For

For

1f

Elect Director John W. Ketchum

Management

For

For

1g

Elect Director Amy B. Lane

Management

For

For

1h

Elect Director David L. Porges

Management

For

For

1i

Elect Director James L. Robo

Management

For

For

1j

Elect Director Rudy E. Schupp

Management

For

For

1k

Elect Director John L. Skolds

Management

For

For

1l

Elect Director John Arthur Stall

Management

For

For

1m

Elect Director Darryl L. Wilson

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Disclose a Board Diversity and Qualifications Matrix

Shareholder

Against

For

5

Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics

Shareholder

Against

For

     

 

NVIDIA CORPORATION
Meeting Date:  JUN 02, 2022
Record Date:  APR 04, 2022
Meeting Type:  ANNUAL

Ticker:  NVDA
Security ID:  67066G104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Robert K. Burgess

Management

For

For

1b

Elect Director Tench Coxe

Management

For

For

1c

Elect Director John O. Dabiri

Management

For

For

1d

Elect Director Persis S. Drell

Management

For

For

1e

Elect Director Jen-Hsun Huang

Management

For

For

1f

Elect Director Dawn Hudson

Management

For

For

1g

Elect Director Harvey C. Jones

Management

For

For


     

1h

Elect Director Michael G. McCaffery

Management

For

For

1i

Elect Director Stephen C. Neal

Management

For

For

1j

Elect Director Mark L. Perry

Management

For

For

1k

Elect Director A. Brooke Seawell

Management

For

For

1l

Elect Director Aarti Shah

Management

For

For

1m

Elect Director Mark A. Stevens

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Increase Authorized Common Stock

Management

For

For

5

Amend Omnibus Stock Plan

Management

For

For

     

 

PALO ALTO NETWORKS, INC.
Meeting Date:  DEC 14, 2021
Record Date:  OCT 18, 2021
Meeting Type:  ANNUAL

Ticker:  PANW
Security ID:  697435105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John M. Donovan

Management

For

Withhold

1b

Elect Director John Key

Management

For

Withhold

1c

Elect Director Mary Pat McCarthy

Management

For

For

1d

Elect Director Nir Zuk

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Approve Omnibus Stock Plan

Management

For

For

     

 

PAYCOM SOFTWARE, INC.
Meeting Date:  MAY 02, 2022
Record Date:  MAR 16, 2022
Meeting Type:  ANNUAL

Ticker:  PAYC
Security ID:  70432V102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Jason D. Clark

Management

For

Withhold

1.2

Elect Director Henry C. Duques

Management

For

For

1.3

Elect Director Chad Richison

Management

For

For

2

Ratify Grant Thornton LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against


     

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

PROCORE TECHNOLOGIES, INC.
Meeting Date:  JUN 03, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  PCOR
Security ID:  74275K108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Erin Chapple

Management

For

For

1.2

Elect Director Brian Feinstein

Management

For

Withhold

1.3

Elect Director Kevin O'Connor

Management

For

Withhold

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

QUANTA SERVICES, INC.
Meeting Date:  MAY 27, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  PWR
Security ID:  74762E102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Earl C. (Duke) Austin, Jr.

Management

For

For

1.2

Elect Director Doyle N. Beneby

Management

For

For

1.3

Elect Director Vincent D. Foster

Management

For

For

1.4

Elect Director Bernard Fried

Management

For

For

1.5

Elect Director Worthing F. Jackman

Management

For

For

1.6

Elect Director Holli C. Ladhani

Management

For

For

1.7

Elect Director David M. McClanahan

Management

For

For

1.8

Elect Director Margaret B. Shannon

Management

For

For

1.9

Elect Director Martha B. Wyrsch

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

 

 

REPLIGEN CORPORATION
Meeting Date:  MAY 26, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  RGEN
Security ID:  759916109


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Tony J. Hunt

Management

For

For

1b

Elect Director Karen A. Dawes

Management

For

For

1c

Elect Director Nicolas M. Barthelemy

Management

For

For

1d

Elect Director Carrie Eglinton Manner

Management

For

For

1e

Elect Director Rohin Mhatre

Management

For

For

1f

Elect Director Glenn P. Muir

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ROPER TECHNOLOGIES, INC.
Meeting Date:  JUN 15, 2022
Record Date:  APR 20, 2022
Meeting Type:  ANNUAL

Ticker:  ROP
Security ID:  776696106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Shellye L. Archambeau

Management

For

For

1.2

Elect Director Amy Woods Brinkley

Management

For

For

1.3

Elect Director Irene M. Esteves

Management

For

For

1.4

Elect Director L. Neil Hunn

Management

For

For

1.5

Elect Director Robert D. Johnson

Management

For

For

1.6

Elect Director Thomas P. Joyce, Jr.

Management

For

For

1.7

Elect Director Laura G. Thatcher

Management

For

For

1.8

Elect Director Richard F. Wallman

Management

For

For

1.9

Elect Director Christopher Wright

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

SALESFORCE, INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 14, 2022
Meeting Type:  ANNUAL

Ticker:  CRM
Security ID:  79466L302

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Marc Benioff

Management

For

For

1b

Elect Director Bret Taylor

Management

For

For


     

1c

Elect Director Laura Alber

Management

For

For

1d

Elect Director Craig Conway

Management

For

For

1e

Elect Director Parker Harris

Management

For

For

1f

Elect Director Alan Hassenfeld

Management

For

For

1g

Elect Director Neelie Kroes

Management

For

For

1h

Elect Director Oscar Munoz

Management

For

For

1i

Elect Director Sanford Robertson

Management

For

For

1j

Elect Director John V. Roos

Management

For

For

1k

Elect Director Robin Washington

Management

For

For

1l

Elect Director Maynard Webb

Management

For

For

1m

Elect Director Susan Wojcicki

Management

For

For

2

Amend Omnibus Stock Plan

Management

For

For

3

Amend Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Ernst & Young LLP as Auditors

Management

For

Against

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Require Independent Board Chair

Shareholder

Against

Abstain

7

Oversee and Report a Racial Equity Audit

Shareholder

Against

For

     

 

SBA COMMUNICATIONS CORPORATION
Meeting Date:  MAY 12, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL

Ticker:  SBAC
Security ID:  78410G104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kevin L. Beebe

Management

For

For

1.2

Elect Director Jack Langer

Management

For

For

1.3

Elect Director Jeffrey A. Stoops

Management

For

For

1.4

Elect Director Jay L. Johnson

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

SEA LTD. (SINGAPORE)
Meeting Date:  FEB 14, 2022
Record Date:  JAN 14, 2022
Meeting Type:  ANNUAL

Ticker:  SE
Security ID:  81141R100

Proposal

Proposal

Proposed By

Management

Vote


     

No

  

Recommendation

Cast

1

Amend Articles of Association

Management

For

Against

     

 

SERVICENOW, INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  NOW
Security ID:  81762P102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Susan L. Bostrom

Management

For

For

1b

Elect Director Teresa Briggs

Management

For

For

1c

Elect Director Jonathan C. Chadwick

Management

For

For

1d

Elect Director Paul E. Chamberlain

Management

For

For

1e

Elect Director Lawrence J. Jackson, Jr.

Management

For

For

1f

Elect Director Frederic B. Luddy

Management

For

For

1g

Elect Director Jeffrey A. Miller

Management

For

For

1h

Elect Director Joseph "Larry" Quinlan

Management

For

For

1i

Elect Director Sukumar Rathnam

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

SHOPIFY INC.
Meeting Date:  JUN 07, 2022
Record Date:  APR 19, 2022
Meeting Type:  ANNUAL/SPECIAL

Ticker:  SHOP
Security ID:  82509L107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director Tobias Lutke

Management

For

For

1B

Elect Director Robert Ashe

Management

For

For

1C

Elect Director Gail Goodman

Management

For

For

1D

Elect Director Colleen Johnston

Management

For

For

1E

Elect Director Jeremy Levine

Management

For

For

1F

Elect Director John Phillips

Management

For

For

1G

Elect Director Fidji Simo

Management

For

For

2

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

Management

For

For

3

Authorize New Class of Common Stock and

Management

For

Against


     
 

Issuance of Such Founder Share to the Founder and Chief Executive Officer

   

4

Approve Stock Split

Management

For

For

5

Advisory Vote on Executive Compensation Approach

Management

For

For

     

 

SITIME CORPORATION
Meeting Date:  JUN 02, 2022
Record Date:  APR 08, 2022
Meeting Type:  ANNUAL

Ticker:  SITM
Security ID:  82982T106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Raman K. Chitkara

Management

For

For

1.2

Elect Director Katherine E. Schuelke

Management

For

For

1.3

Elect Director Rajesh Vashist

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify BDO USA, LLP as Auditors

Management

For

For

     

 

SK IE TECHNOLOGY CO., LTD.
Meeting Date:  MAR 28, 2022
Record Date:  DEC 31, 2021
Meeting Type:  ANNUAL

Ticker:  361610
Security ID:  Y8085G108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Financial Statements and Allocation of Income

Management

For

For

2

Amend Articles of Incorporation

Management

For

For

3.1

Elect Noh Jae-seok as Inside Director

Management

For

For

3.2

Elect Kim Jun as Non-Independent Non-Executive Director

Management

For

For

3.3

Elect Ahn Jin-ho as Outside Director

Management

For

For

4

Approve Stock Option Grants

Management

For

For

5

Approve Total Remuneration of Inside Directors and Outside Directors

Management

For

Against

 

 

SNOWFLAKE, INC.
Meeting Date:  JUL 08, 2021
Record Date:  MAY 14, 2021


     

Meeting Type:  ANNUAL

Ticker:  SNOW
Security ID:  833445109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Benoit Dageville

Management

For

For

1b

Elect Director Mark S. Garrett

Management

For

For

1c

Elect Director Jayshree V. Ullal

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

SQUARE, INC.
Meeting Date:  NOV 03, 2021
Record Date:  OCT 01, 2021
Meeting Type:  SPECIAL

Ticker:  SQ
Security ID:  852234103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Issue Shares in Connection with Transaction Agreement

Management

For

For

2

Adjourn Meeting

Management

For

For

     

 

STERIS PLC
Meeting Date:  JUL 29, 2021
Record Date:  JUN 01, 2021
Meeting Type:  ANNUAL

Ticker:  STE
Security ID:  G8473T100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Richard C. Breeden

Management

For

For

1b

Elect Director Daniel A. Carestio

Management

For

For

1c

Elect Director Cynthia L. Feldmann

Management

For

For

1d

Elect Director Christopher S. Holland

Management

For

For

1e

Elect Director Jacqueline B. Kosecoff

Management

For

For

1f

Elect Director Paul E. Martin

Management

For

For

1g

Elect Director Nirav R. Shah

Management

For

For

1h

Elect Director Mohsen M. Sohi

Management

For

For

1i

Elect Director Richard M. Steeves

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor

Management

For

For

4

Authorize Board to Fix Remuneration of Auditors

Management

For

For


     

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

STRYKER CORPORATION
Meeting Date:  MAY 04, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  SYK
Security ID:  863667101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mary K. Brainerd

Management

For

For

1b

Elect Director Giovanni Caforio

Management

For

For

1c

Elect Director Srikant M. Datar

Management

For

For

1d

Elect Director Allan C. Golston

Management

For

For

1e

Elect Director Kevin A. Lobo

Management

For

For

1f

Elect Director Sherilyn S. McCoy

Management

For

For

1g

Elect Director Andrew K. Silvernail

Management

For

For

1h

Elect Director Lisa M. Skeete Tatum

Management

For

For

1i

Elect Director Ronda E. Stryker

Management

For

For

1j

Elect Director Rajeev Suri

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Proxy Access Right

Shareholder

Against

Against

     

 

SVB FINANCIAL GROUP
Meeting Date:  APR 21, 2022
Record Date:  FEB 22, 2022
Meeting Type:  ANNUAL

Ticker:  SIVB
Security ID:  78486Q101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Greg Becker

Management

For

For

1.2

Elect Director Eric Benhamou

Management

For

For

1.3

Elect Director Elizabeth "Busy" Burr

Management

For

For

1.4

Elect Director Richard Daniels

Management

For

For

1.5

Elect Director Alison Davis

Management

For

For

1.6

Elect Director Joel Friedman

Management

For

For

1.7

Elect Director Jeffrey Maggioncalda

Management

For

For

1.8

Elect Director Beverly Kay Matthews

Management

For

For

1.9

Elect Director Mary Miller

Management

For

For


     

1.10

Elect Director Kate Mitchell

Management

For

For

1.11

Elect Director Garen Staglin

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

4

Report on Third-Party Racial Justice Audit

Shareholder

Against

For

     

 

SYNOPSYS, INC.
Meeting Date:  APR 12, 2022
Record Date:  FEB 11, 2022
Meeting Type:  ANNUAL

Ticker:  SNPS
Security ID:  871607107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Aart J. de Geus

Management

For

For

1b

Elect Director Janice D. Chaffin

Management

For

For

1c

Elect Director Bruce R. Chizen

Management

For

For

1d

Elect Director Mercedes Johnson

Management

For

For

1e

Elect Director Chrysostomos L. "Max" Nikias

Management

For

For

1f

Elect Director Jeannine P. Sargent

Management

For

For

1g

Elect Director John G. Schwarz

Management

For

For

1h

Elect Director Roy Vallee

Management

For

For

2

Amend Omnibus Stock Plan

Management

For

For

3

Amend Qualified Employee Stock Purchase Plan

Management

For

For

4

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

5

Ratify KPMG LLP as Auditors

Management

For

For

6

Provide Right to Act by Written Consent

Shareholder

Against

For

     

 

TERADYNE, INC.
Meeting Date:  MAY 13, 2022
Record Date:  MAR 17, 2022
Meeting Type:  ANNUAL

Ticker:  TER
Security ID:  880770102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Edwin J. Gillis

Management

For

For

1b

Elect Director Timothy E. Guertin

Management

For

For

1c

Elect Director Peter Herweck

Management

For

For

1d

Elect Director Mark E. Jagiela

Management

For

For

1e

Elect Director Mercedes Johnson

Management

For

For


     

1f

Elect Director Marilyn Matz

Management

For

For

1g

Elect Director Fouad 'Ford' Tamer

Management

For

For

1h

Elect Director Paul J. Tufano

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

TESLA, INC.
Meeting Date:  OCT 07, 2021
Record Date:  AUG 09, 2021
Meeting Type:  ANNUAL

Ticker:  TSLA
Security ID:  88160R101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director James Murdoch

Management

For

For

1.2

Elect Director Kimbal Musk

Management

For

For

2

Amend Certificate of Incorporation to Reduce Director Terms to Two Years

Management

For

For

3

Eliminate Supermajority Vote Requirements

Management

None

For

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Declassify the Board of Directors

Shareholder

Against

For

6

Report on Diversity and Inclusion Efforts

Shareholder

Against

For

7

Report on Employee Arbitration

Shareholder

Against

For

8

Assign Responsibility for Strategic Oversight of Human Capital Management to an Independent Board-Level Committee

Shareholder

Against

For

9

Additional Reporting on Human Rights

Shareholder

Against

For

     

 

THE DESCARTES SYSTEMS GROUP INC.
Meeting Date:  JUN 16, 2022
Record Date:  APR 21, 2022
Meeting Type:  ANNUAL

Ticker:  DSG
Security ID:  249906108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Deepak Chopra

Management

For

For

1.2

Elect Director Deborah Close

Management

For

For

1.3

Elect Director Eric A. Demirian

Management

For

For

1.4

Elect Director Sandra Hanington

Management

For

For

1.5

Elect Director Kelley Irwin

Management

For

For

1.6

Elect Director Dennis Maple

Management

For

For


     

1.7

Elect Director Chris Muntwyler

Management

For

For

1.8

Elect Director Jane O'Hagan

Management

For

For

1.9

Elect Director Edward J. Ryan

Management

For

For

1.10

Elect Director John J. Walker

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Amend Performance and Restricted Share Unit Plan

Management

For

For

4

Advisory Vote on Executive Compensation Approach

Management

For

For

     

 

THERMO FISHER SCIENTIFIC INC.
Meeting Date:  MAY 18, 2022
Record Date:  MAR 25, 2022
Meeting Type:  ANNUAL

Ticker:  TMO
Security ID:  883556102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Marc N. Casper

Management

For

For

1b

Elect Director Nelson J. Chai

Management

For

For

1c

Elect Director Ruby R. Chandy

Management

For

For

1d

Elect Director C. Martin Harris

Management

For

For

1e

Elect Director Tyler Jacks

Management

For

For

1f

Elect Director R. Alexandra Keith

Management

For

For

1g

Elect Director Jim P. Manzi

Management

For

For

1h

Elect Director James C. Mullen

Management

For

For

1i

Elect Director Lars R. Sorensen

Management

For

For

1j

Elect Director Debora L. Spar

Management

For

For

1k

Elect Director Scott M. Sperling

Management

For

For

1l

Elect Director Dion J. Weisler

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

THOUGHTWORKS HOLDING, INC.
Meeting Date:  JUN 15, 2022
Record Date:  APR 18, 2022
Meeting Type:  ANNUAL

Ticker:  TWKS
Security ID:  88546E105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Jane Chwick

Management

For

Withhold


     

1.2

Elect Director Ian Davis

Management

For

Withhold

1.3

Elect Director Rohan Haldea

Management

For

Withhold

2

Ratify Ernst & Young, LLP as Auditors

Management

For

For

     

 

TRADEWEB MARKETS INC.
Meeting Date:  MAY 10, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  TW
Security ID:  892672106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Steven Berns

Management

For

For

1.2

Elect Director William (Billy) Hult

Management

For

For

1.3

Elect Director Lee Olesky

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Adopt a Policy on Board Diversity

Shareholder

Against

For

     

 

TRIMBLE INC.
Meeting Date:  MAY 25, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  TRMB
Security ID:  896239100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Steven W. Berglund

Management

For

For

1.2

Elect Director James C. Dalton

Management

For

For

1.3

Elect Director Borje Ekholm

Management

For

For

1.4

Elect Director Ann Fandozzi

Management

For

For

1.5

Elect Director Kaigham (Ken) Gabriel

Management

For

For

1.6

Elect Director Meaghan Lloyd

Management

For

For

1.7

Elect Director Sandra MacQuillan

Management

For

For

1.8

Elect Director Robert G. Painter

Management

For

For

1.9

Elect Director Mark S. Peek

Management

For

For

1.10

Elect Director Thomas Sweet

Management

For

For

1.11

Elect Director Johan Wibergh

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

 

 

TYLER TECHNOLOGIES, INC.
Meeting Date:  MAY 12, 2022


     

Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  TYL
Security ID:  902252105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Glenn A. Carter

Management

For

For

1.2

Elect Director Brenda A. Cline

Management

For

For

1.3

Elect Director Ronnie D. Hawkins, Jr.

Management

For

For

1.4

Elect Director Mary L. Landrieu

Management

For

For

1.5

Elect Director John S. Marr, Jr.

Management

For

For

1.6

Elect Director H. Lynn Moore, Jr.

Management

For

For

1.7

Elect Director Daniel M. Pope

Management

For

For

1.8

Elect Director Dustin R. Womble

Management

For

Withhold

2

Approve Vote Threshold Amendment for Mergers, Share Exchanges, and Certain Other Transactions

Management

For

For

3

Provide Right to Call Special Meeting

Management

For

For

4

Provide Right to Act by Written Consent

Management

For

For

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

UNITEDHEALTH GROUP INCORPORATED
Meeting Date:  JUN 06, 2022
Record Date:  APR 08, 2022
Meeting Type:  ANNUAL

Ticker:  UNH
Security ID:  91324P102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Timothy P. Flynn

Management

For

For

1b

Elect Director Paul R. Garcia

Management

For

For

1c

Elect Director Stephen J. Hemsley

Management

For

For

1d

Elect Director Michele J. Hooper

Management

For

For

1e

Elect Director F. William McNabb, III

Management

For

For

1f

Elect Director Valerie C. Montgomery Rice

Management

For

For

1g

Elect Director John H. Noseworthy

Management

For

For

1h

Elect Director Andrew Witty

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For


     

4

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

Shareholder

Against

Against

5

Report on Congruency of Political Spending with Company Values and Priorities

Shareholder

Against

Against

     

 

VEEVA SYSTEMS INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 14, 2022
Meeting Type:  ANNUAL

Ticker:  VEEV
Security ID:  922475108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Tim Cabral

Management

For

For

1b

Elect Director Mark Carges

Management

For

For

1c

Elect Director Paul E. Chamberlain

Management

For

For

1d

Elect Director Peter P. Gassner

Management

For

For

1e

Elect Director Mary Lynne Hedley

Management

For

For

1f

Elect Director Priscilla Hung

Management

For

For

1g

Elect Director Tina Hunt

Management

For

For

1h

Elect Director Marshall Mohr

Management

For

For

1i

Elect Director Gordon Ritter

Management

For

For

1j

Elect Director Paul Sekhri

Management

For

For

1k

Elect Director Matthew J. Wallach

Management

For

For

2

Amend Omnibus Stock Plan

Management

For

Against

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

VISA INC.
Meeting Date:  JAN 25, 2022
Record Date:  NOV 26, 2021
Meeting Type:  ANNUAL

Ticker:  V
Security ID:  92826C839

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lloyd A. Carney

Management

For

For

1b

Elect Director Mary B. Cranston

Management

For

For

1c

Elect Director Francisco Javier Fernandez-Carbajal

Management

For

For

1d

Elect Director Alfred F. Kelly, Jr.

Management

For

For

1e

Elect Director Ramon Laguarta

Management

For

For

1f

Elect Director John F. Lundgren

Management

For

For

1g

Elect Director Robert W. Matschullat

Management

For

For


     

1h

Elect Director Denise M. Morrison

Management

For

For

1i

Elect Director Linda J. Rendle

Management

For

For

1j

Elect Director Maynard G. Webb, Jr.

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

WIX.COM LTD.
Meeting Date:  NOV 08, 2021
Record Date:  SEP 30, 2021
Meeting Type:  ANNUAL

Ticker:  WIX
Security ID:  M98068105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Reelect Yuval Cohen as Director

Management

For

For

1b

Reelect Ron Gutler as Director

Management

For

For

1c

Reelect Roy Saar as Director

Management

For

For

2

Ratify Appoint of Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

3

Discuss Financial Statements and the Report of the Board

Management

None

None

     

 

WORKDAY, INC.
Meeting Date:  JUN 22, 2022
Record Date:  APR 25, 2022
Meeting Type:  ANNUAL

Ticker:  WDAY
Security ID:  98138H101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Lynne M. Doughtie

Management

For

For

1.2

Elect Director Carl M. Eschenbach

Management

For

For

1.3

Elect Director Michael M. McNamara

Management

For

Withhold

1.4

Elect Director Jerry Yang

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Approve Omnibus Stock Plan

Management

For

For

5

Amend Qualified Employee Stock Purchase Plan

Management

For

For

 

 

WUXI BIOLOGICS (CAYMAN) INC.


     

Meeting Date:  NOV 23, 2021
Record Date:  NOV 17, 2021
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  2269
Security ID:  G97008117

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt Subsidiary Share Option Schemes of WuXi Vaccines (Cayman) Inc. and WuXi XDC Cayman Inc.

Management

For

Against

     

 

XERO LIMITED
Meeting Date:  AUG 12, 2021
Record Date:  AUG 10, 2021
Meeting Type:  ANNUAL

Ticker:  XRO
Security ID:  Q98665104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Authorize Board to Fix Remuneration of the Auditors

Management

For

For

2

Elect Dale Murray as Director

Management

For

For

3

Elect Steven Aldrich as Director

Management

For

For

4

Approve the Increase in Non-Executive Directors' Fee Pool

Management

None

For

     

 

ZEBRA TECHNOLOGIES CORPORATION
Meeting Date:  MAY 12, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  ZBRA
Security ID:  989207105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Nelda J. Connors

Management

For

For

1.2

Elect Director Frank B. Modruson

Management

For

For

1.3

Elect Director Michael A. Smith

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

 

 

ZOETIS INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 25, 2022
Meeting Type:  ANNUAL

Ticker:  ZTS
Security ID:  98978V103


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Paul M. Bisaro

Management

For

For

1b

Elect Director Frank A. D'Amelio

Management

For

For

1c

Elect Director Michael B. McCallister

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Amend Omnibus Stock Plan

Management

For

For

4

Ratify KPMG LLP as Auditors

Management

For

For

5

Eliminate Supermajority Vote Requirements

Management

For

For

6

Declassify the Board of Directors

Management

For

For

     

 

ZOOMINFO TECHNOLOGIES INC.
Meeting Date:  MAY 17, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  ZI
Security ID:  98980F104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Elect Director Mark Mader

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4a

Amend Certificate of Incorporation Regarding Classes of Common Stock

Management

For

For

4b

Amend Charter to Remove Pass-Through Voting Provision

Management

For

For

     

 

ZSCALER, INC.
Meeting Date:  JAN 05, 2022
Record Date:  NOV 10, 2021
Meeting Type:  ANNUAL

Ticker:  ZS
Security ID:  98980G102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Karen Blasing

Management

For

For

1.2

Elect Director Charles Giancarlo

Management

For

Withhold

1.3

Elect Director Eileen Naughton

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against



Franklin Focused Growth Fund

     

 

ABBOTT LABORATORIES
Meeting Date:  APR 29, 2022
Record Date:  MAR 02, 2022
Meeting Type:  ANNUAL

Ticker:  ABT
Security ID:  002824100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Robert J. Alpern

Management

For

For

1.2

Elect Director Sally E. Blount

Management

For

For

1.3

Elect Director Robert B. Ford

Management

For

For

1.4

Elect Director Paola Gonzalez

Management

For

For

1.5

Elect Director Michelle A. Kumbier

Management

For

For

1.6

Elect Director Darren W. McDew

Management

For

For

1.7

Elect Director Nancy McKinstry

Management

For

For

1.8

Elect Director William A. Osborn

Management

For

For

1.9

Elect Director Michael F. Roman

Management

For

For

1.10

Elect Director Daniel J. Starks

Management

For

For

1.11

Elect Director John G. Stratton

Management

For

For

1.12

Elect Director Glenn F. Tilton

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

5

Require Independent Board Chair

Shareholder

Against

Against

6

Adopt Policy on 10b5-1 Plans

Shareholder

Against

Against

7

Report on Lobbying Payments and Policy

Shareholder

Against

Against

8

Report on Public Health Costs of Antimicrobial Resistance

Shareholder

Against

Against

 

 

ADOBE INC.
Meeting Date:  APR 14, 2022
Record Date:  FEB 15, 2022
Meeting Type:  ANNUAL

Ticker:  ADBE
Security ID:  00724F101


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Amy Banse

Management

For

For

1b

Elect Director Brett Biggs

Management

For

For

1c

Elect Director Melanie Boulden

Management

For

For

1d

Elect Director Frank Calderoni

Management

For

For

1e

Elect Director Laura Desmond

Management

For

For

1f

Elect Director Shantanu Narayen

Management

For

For

1g

Elect Director Spencer Neumann

Management

For

For

1h

Elect Director Kathleen Oberg

Management

For

For

1i

Elect Director Dheeraj Pandey

Management

For

For

1j

Elect Director David Ricks

Management

For

For

1k

Elect Director Daniel Rosensweig

Management

For

Against

1l

Elect Director John Warnock

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ADVANCED MICRO DEVICES, INC.
Meeting Date:  MAY 18, 2022
Record Date:  MAR 22, 2022
Meeting Type:  ANNUAL

Ticker:  AMD
Security ID:  007903107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John E. Caldwell

Management

For

For

1b

Elect Director Nora M. Denzel

Management

For

For

1c

Elect Director Mark Durcan

Management

For

For

1d

Elect Director Michael P. Gregoire

Management

For

For

1e

Elect Director Joseph A. Householder

Management

For

For

1f

Elect Director John W. Marren

Management

For

For

1g

Elect Director Jon A. Olson

Management

For

For

1h

Elect Director Lisa T. Su

Management

For

For

1i

Elect Director Abhi Y. Talwalkar

Management

For

For

1j

Elect Director Elizabeth W. Vanderslice

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 

ADYEN NV


     

Meeting Date:  JUN 01, 2022
Record Date:  MAY 04, 2022
Meeting Type:  ANNUAL

Ticker:  ADYEN
Security ID:  N3501V104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2.a

Receive Report of Management Board and Supervisory Board (Non-Voting)

Management

None

None

2.b

Approve Remuneration Report

Management

For

For

2.c

Adopt Financial Statements and Statutory Reports

Management

For

For

2.d

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

3

Approve Discharge of Management Board

Management

For

For

4

Approve Discharge of Supervisory Board

Management

For

For

5

Reelect Pieter Willem van der Does to Management Board

Management

For

For

6

Reelect Roelant Prins to Management Board

Management

For

For

7

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

Management

For

For

8

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

9

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

10

Ratify PwC as Auditors

Management

For

For

11

Close Meeting

Management

None

None

     

 

ALPHABET INC.
Meeting Date:  JUN 01, 2022
Record Date:  APR 05, 2022
Meeting Type:  ANNUAL

Ticker:  GOOGL
Security ID:  02079K305

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Larry Page

Management

For

For

1b

Elect Director Sergey Brin

Management

For

For

1c

Elect Director Sundar Pichai

Management

For

For

1d

Elect Director John L. Hennessy

Management

For

Against

1e

Elect Director Frances H. Arnold

Management

For

For

1f

Elect Director L. John Doerr

Management

For

Against


     

1g

Elect Director Roger W. Ferguson, Jr.

Management

For

For

1h

Elect Director Ann Mather

Management

For

For

1i

Elect Director K. Ram Shriram

Management

For

For

1j

Elect Director Robin L. Washington

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Amend Omnibus Stock Plan

Management

For

Against

4

Increase Authorized Common Stock

Management

For

Against

5

Report on Lobbying Payments and Policy

Shareholder

Against

For

6

Report on Climate Lobbying

Shareholder

Against

For

7

Report on Physical Risks of Climate Change

Shareholder

Against

For

8

Report on Metrics and Efforts to Reduce Water Related Risk

Shareholder

Against

For

9

Oversee and Report a Third-Party Racial Equity Audit

Shareholder

Against

For

10

Report on Risks Associated with Use of Concealment Clauses

Shareholder

Against

For

11

Approve Recapitalization Plan for all Stock to Have One-vote per Share

Shareholder

Against

For

12

Report on Government Takedown Requests

Shareholder

Against

Against

13

Report on Risks of Doing Business in Countries with Significant Human Rights Concerns

Shareholder

Against

Against

14

Report on Managing Risks Related to Data Collection, Privacy and Security

Shareholder

Against

For

15

Disclose More Quantitative and Qualitative Information on Algorithmic Systems

Shareholder

Against

For

16

Commission Third Party Assessment of Company's Management of Misinformation and Disinformation Across Platforms

Shareholder

Against

For

17

Report on External Costs of Misinformation and Impact on Diversified Shareholders

Shareholder

Against

Against

18

Report on Steps to Improve Racial and Gender Board Diversity

Shareholder

Against

Against

19

Establish an Environmental Sustainability Board Committee

Shareholder

Against

Against

20

Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates

Shareholder

Against

Against

21

Report on Policies Regarding Military and Militarized Policing Agencies

Shareholder

Against

For

 

 


     

AMAZON.COM, INC.
Meeting Date:  MAY 25, 2022
Record Date:  MAR 31, 2022
Meeting Type:  ANNUAL

Ticker:  AMZN
Security ID:  023135106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jeffrey P. Bezos

Management

For

For

1b

Elect Director Andrew R. Jassy

Management

For

For

1c

Elect Director Keith B. Alexander

Management

For

For

1d

Elect Director Edith W. Cooper

Management

For

For

1e

Elect Director Jamie S. Gorelick

Management

For

For

1f

Elect Director Daniel P. Huttenlocher

Management

For

For

1g

Elect Director Judith A. McGrath

Management

For

Against

1h

Elect Director Indra K. Nooyi

Management

For

For

1i

Elect Director Jonathan J. Rubinstein

Management

For

For

1j

Elect Director Patricia Q. Stonesifer

Management

For

For

1k

Elect Director Wendell P. Weeks

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Approve 20:1 Stock Split

Management

For

For

5

Report on Retirement Plan Options Aligned with Company Climate Goals

Shareholder

Against

Against

6

Commission Third Party Report Assessing Company's Human Rights Due Diligence Process

Shareholder

Against

For

7

Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates

Shareholder

Against

Against

8

Report on Efforts to Reduce Plastic Use

Shareholder

Against

Against

9

Report on Worker Health and Safety Disparities

Shareholder

Against

Against

10

Report on Risks Associated with Use of Concealment Clauses

Shareholder

Against

For

11

Report on Charitable Contributions

Shareholder

Against

Against

12

Publish a Tax Transparency Report

Shareholder

Against

For

13

Report on Protecting the Rights of Freedom of Association and Collective Bargaining

Shareholder

Against

For

14

Report on Lobbying Payments and Policy

Shareholder

Against

For

15

Require More Director Nominations Than

Shareholder

Against

Against


     
 

Open Seats

   

16

Commission a Third Party Audit on Working Conditions

Shareholder

Against

For

17

Report on Median Gender/Racial Pay Gap

Shareholder

Against

Against

18

Oversee and Report a Racial Equity Audit *Withdrawn Resolution*

Shareholder

None

None

19

Commission Third Party Study and Report on Risks Associated with Use of Rekognition

Shareholder

Against

For

     

 

ANALOG DEVICES, INC.
Meeting Date:  MAR 09, 2022
Record Date:  JAN 03, 2022
Meeting Type:  ANNUAL

Ticker:  ADI
Security ID:  032654105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Ray Stata

Management

For

For

1b

Elect Director Vincent Roche

Management

For

For

1c

Elect Director James A. Champy

Management

For

For

1d

Elect Director Anantha P. Chandrakasan

Management

For

Against

1e

Elect Director Tunc Doluca

Management

For

For

1f

Elect Director Bruce R. Evans

Management

For

For

1g

Elect Director Edward H. Frank

Management

For

For

1h

Elect Director Laurie H. Glimcher

Management

For

For

1i

Elect Director Karen M. Golz

Management

For

For

1j

Elect Director Mercedes Johnson

Management

For

For

1k

Elect Director Kenton J. Sicchitano

Management

For

For

1l

Elect Director Susie Wee

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Approve Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

ASML HOLDING NV
Meeting Date:  APR 29, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  ASML
Security ID:  N07059210

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1

Open Meeting

Management

None

None

2

Discuss the Company's Business, Financial Situation and Sustainability

Management

None

None

3a

Approve Remuneration Report

Management

For

For

3b

Adopt Financial Statements and Statutory Reports

Management

For

For

3c

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

3d

Approve Dividends of EUR 5.50 Per Share

Management

For

For

4a

Approve Discharge of Management Board

Management

For

For

4b

Approve Discharge of Supervisory Board

Management

For

For

5

Approve Number of Shares for Management Board

Management

For

For

6

Amend Remuneration Policy for Management Board

Management

For

For

7

Receive Information on the Composition of the Management Board

Management

None

None

8a

Announce Vacancies on the Supervisory Board

Management

None

None

8b

Opportunity to Make Recommendations

Management

None

None

8c

Announce Recommendation to Reappoint T.L. Kelly and Appoint A.F.M. Everke and A.L. Steegen as Members of the Supervisory Board

Management

None

None

8d

Reelect T.L. Kelly to Supervisory Board

Management

For

For

8e

Elect A.F.M. Everke to Supervisory Board

Management

For

For

8f

Elect A.L. Steegen to Supervisory Board

Management

For

For

8g

Discuss Composition of the Supervisory Board

Management

None

None

9

Ratify KPMG Accountants N.V. as Auditors for the Reporting Years 2023 and 2024

Management

For

For

10

Ratify Deloitte Accountants B.V. as Auditors for the Reporting Year 2025

Management

None

None

11

Amend Articles of Association

Management

For

For

12a

Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition

Management

For

For

12b

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

13

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

14

Authorize Cancellation of Repurchased Shares

Management

For

For

15

Other Business (Non-Voting)

Management

None

None

16

Close Meeting

Management

None

None


     

 

ATLASSIAN CORPORATION PLC
Meeting Date:  DEC 02, 2021
Record Date:  OCT 05, 2021
Meeting Type:  ANNUAL

Ticker:  TEAM
Security ID:  G06242104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

Against

3

Appoint Ernst & Young LLP as Auditors

Management

For

For

4

Authorize Board to Fix Remuneration of Auditors

Management

For

For

5

Elect Director Shona L. Brown

Management

For

For

6

Elect Director Michael Cannon-Brookes

Management

For

For

7

Elect Director Scott Farquhar

Management

For

For

8

Elect Director Heather Mirjahangir Fernandez

Management

For

For

9

Elect Director Sasan Goodarzi

Management

For

For

10

Elect Director Jay Parikh

Management

For

For

11

Elect Director Enrique Salem

Management

For

For

12

Elect Director Steven Sordello

Management

For

For

13

Elect Director Richard P. Wong

Management

For

For

14

Elect Director Michelle Zatlyn

Management

For

For

     

 

AXON ENTERPRISE, INC.
Meeting Date:  MAY 20, 2022
Record Date:  MAR 22, 2022
Meeting Type:  ANNUAL

Ticker:  AXON
Security ID:  05464C101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Declassify the Board of Directors

Management

For

For

2A

Elect Director Adriane Brown

Management

For

For

2B

Elect Director Michael Garnreiter

Management

For

For

2C

Elect Director Hadi Partovi

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Ratify Grant Thornton LLP as Auditors

Management

For

For

5

Approve Omnibus Stock Plan

Management

For

Against


     

 

BAKER HUGHES COMPANY
Meeting Date:  MAY 17, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  BKR
Security ID:  05722G100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director W. Geoffrey Beattie

Management

For

For

1.2

Elect Director Gregory D. Brenneman

Management

For

For

1.3

Elect Director Cynthia B. Carroll

Management

For

For

1.4

Elect Director Nelda J. Connors

Management

For

For

1.5

Elect Director Michael R. Dumais

Management

For

For

1.6

Elect Director Gregory L. Ebel

Management

For

For

1.7

Elect Director Lynn L. Elsenhans

Management

For

For

1.8

Elect Director John G. Rice

Management

For

For

1.9

Elect Director Lorenzo Simonelli

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

CLOUDFLARE, INC.
Meeting Date:  JUN 02, 2022
Record Date:  APR 07, 2022
Meeting Type:  ANNUAL

Ticker:  NET
Security ID:  18915M107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Mark Anderson

Management

For

For

1.2

Elect Director Mark Hawkins

Management

For

For

1.3

Elect Director Carl Ledbetter

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Stock Option Grants

Management

For

For

     

 

COSTCO WHOLESALE CORPORATION
Meeting Date:  JAN 20, 2022
Record Date:  NOV 11, 2021
Meeting Type:  ANNUAL

Ticker:  COST
Security ID:  22160K105

Proposal

Proposal

Proposed By

Management

Vote


     

No

  

Recommendation

Cast

1a

Elect Director Susan L. Decker

Management

For

For

1b

Elect Director Kenneth D. Denman

Management

For

For

1c

Elect Director Richard A. Galanti

Management

For

For

1d

Elect Director Hamilton E. James

Management

For

For

1e

Elect Director W. Craig Jelinek

Management

For

For

1f

Elect Director Sally Jewell

Management

For

For

1g

Elect Director Charles T. Munger

Management

For

For

1h

Elect Director Jeffrey S. Raikes

Management

For

For

1i

Elect Director John W. Stanton

Management

For

For

1j

Elect Director Mary Agnes (Maggie) Wilderotter

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Report on Charitable Contributions

Shareholder

Against

Against

5

Report on GHG Emissions Reduction Targets

Shareholder

Against

For

6

Report on Racial Justice and Food Equity

Shareholder

Against

Against

     

 

DANAHER CORPORATION
Meeting Date:  MAY 10, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL

Ticker:  DHR
Security ID:  235851102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Rainer M. Blair

Management

For

For

1b

Elect Director Linda Filler

Management

For

Against

1c

Elect Director Teri List

Management

For

For

1d

Elect Director Walter G. Lohr, Jr.

Management

For

For

1e

Elect Director Jessica L. Mega

Management

For

For

1f

Elect Director Mitchell P. Rales

Management

For

For

1g

Elect Director Steven M. Rales

Management

For

For

1h

Elect Director Pardis C. Sabeti

Management

For

For

1i

Elect Director A. Shane Sanders

Management

For

For

1j

Elect Director John T. Schwieters

Management

For

For

1k

Elect Director Alan G. Spoon

Management

For

For

1l

Elect Director Raymond C. Stevens

Management

For

For

1m

Elect Director Elias A. Zerhouni

Management

For

For


     

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

     

 

FREEPORT-MCMORAN INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 12, 2022
Meeting Type:  ANNUAL

Ticker:  FCX
Security ID:  35671D857

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director David P. Abney

Management

For

For

1.2

Elect Director Richard C. Adkerson

Management

For

For

1.3

Elect Director Marcela E. Donadio

Management

For

For

1.4

Elect Director Robert W. Dudley

Management

For

For

1.5

Elect Director Hugh Grant

Management

For

For

1.6

Elect Director Lydia H. Kennard

Management

For

For

1.7

Elect Director Ryan M. Lance

Management

For

For

1.8

Elect Director Sara Grootwassink Lewis

Management

For

For

1.9

Elect Director Dustan E. McCoy

Management

For

For

1.10

Elect Director John J. Stephens

Management

For

For

1.11

Elect Director Frances Fragos Townsend

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

HUBSPOT, INC.
Meeting Date:  JUN 07, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  HUBS
Security ID:  443573100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lorrie Norrington

Management

For

For

1b

Elect Director Avanish Sahai

Management

For

For

1c

Elect Director Dharmesh Shah

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For


     

4

Amend Qualified Employee Stock Purchase Plan

Management

For

For

     

 

IDEXX LABORATORIES, INC.
Meeting Date:  MAY 11, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  IDXX
Security ID:  45168D104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jonathan W. Ayers

Management

For

For

1b

Elect Director Stuart M. Essig

Management

For

For

1c

Elect Director Jonathan J. Mazelsky

Management

For

For

1d

Elect Director M. Anne Szostak

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

INTUITIVE SURGICAL, INC.
Meeting Date:  SEP 20, 2021
Record Date:  AUG 18, 2021
Meeting Type:  SPECIAL

Ticker:  ISRG
Security ID:  46120E602

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Increase Authorized Common Stock

Management

For

For

     

 

INTUITIVE SURGICAL, INC.
Meeting Date:  APR 28, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  ISRG
Security ID:  46120E602

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Craig H. Barratt

Management

For

For

1b

Elect Director Joseph C. Beery

Management

For

For

1c

Elect Director Gary S. Guthart

Management

For

For

1d

Elect Director Amal M. Johnson

Management

For

For

1e

Elect Director Don R. Kania

Management

For

For

1f

Elect Director Amy L. Ladd

Management

For

For

1g

Elect Director Keith R. Leonard, Jr.

Management

For

For

1h

Elect Director Alan J. Levy

Management

For

For

1i

Elect Director Jami Dover Nachtsheim

Management

For

For


     

1j

Elect Director Monica P. Reed

Management

For

For

1k

Elect Director Mark J. Rubash

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

     

 

MASTERCARD INCORPORATED
Meeting Date:  JUN 21, 2022
Record Date:  APR 22, 2022
Meeting Type:  ANNUAL

Ticker:  MA
Security ID:  57636Q104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Merit E. Janow

Management

For

For

1b

Elect Director Candido Bracher

Management

For

For

1c

Elect Director Richard K. Davis

Management

For

For

1d

Elect Director Julius Genachowski

Management

For

For

1e

Elect Director Choon Phong Goh

Management

For

For

1f

Elect Director Oki Matsumoto

Management

For

For

1g

Elect Director Michael Miebach

Management

For

For

1h

Elect Director Youngme Moon

Management

For

For

1i

Elect Director Rima Qureshi

Management

For

For

1j

Elect Director Gabrielle Sulzberger

Management

For

For

1k

Elect Director Jackson Tai

Management

For

For

1l

Elect Director Harit Talwar

Management

For

For

1m

Elect Director Lance Uggla

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Provide Right to Call a Special Meeting at a 15 Percent Ownership Threshold

Management

For

For

5

Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold

Shareholder

Against

Against

6

Report on Political Contributions

Shareholder

Against

Against

7

Report on Charitable Contributions

Shareholder

Against

Against

8

Report on Risks Associated with Sale and Purchase of Ghost Guns

Shareholder

Against

Against

 

 

MERCADOLIBRE, INC.


     

Meeting Date:  JUN 08, 2022
Record Date:  APR 12, 2022
Meeting Type:  ANNUAL

Ticker:  MELI
Security ID:  58733R102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Richard Sanders

Management

For

For

1.2

Elect Director Emiliano Calemzuk

Management

For

For

1.3

Elect Director Marcos Galperin

Management

For

For

1.4

Elect Director Andrea Mayumi Petroni Merhy

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Pistrelli, Henry Martin y Asociados S.R.L. as Auditors

Management

For

For

     

 

MICROSOFT CORPORATION
Meeting Date:  NOV 30, 2021
Record Date:  SEP 30, 2021
Meeting Type:  ANNUAL

Ticker:  MSFT
Security ID:  594918104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Reid G. Hoffman

Management

For

For

1.2

Elect Director Hugh F. Johnston

Management

For

For

1.3

Elect Director Teri L. List

Management

For

For

1.4

Elect Director Satya Nadella

Management

For

For

1.5

Elect Director Sandra E. Peterson

Management

For

For

1.6

Elect Director Penny S. Pritzker

Management

For

For

1.7

Elect Director Carlos A. Rodriguez

Management

For

For

1.8

Elect Director Charles W. Scharf

Management

For

For

1.9

Elect Director John W. Stanton

Management

For

For

1.10

Elect Director John W. Thompson

Management

For

For

1.11

Elect Director Emma N. Walmsley

Management

For

For

1.12

Elect Director Padmasree Warrior

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Approve Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

5

Report on Gender/Racial Pay Gap

Shareholder

Against

For

6

Report on Effectiveness of Workplace Sexual

Shareholder

Against

For


     
 

Harassment Policies

   

7

Prohibit Sales of Facial Recognition Technology to All Government Entities

Shareholder

Against

Against

8

Report on Implementation of the Fair Chance Business Pledge

Shareholder

Against

Against

9

Report on Lobbying Activities Alignment with Company Policies

Shareholder

Against

For

     

 

MSCI INC.
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  MSCI
Security ID:  55354G100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Henry A. Fernandez

Management

For

For

1b

Elect Director Robert G. Ashe

Management

For

For

1c

Elect Director Wayne Edmunds

Management

For

For

1d

Elect Director Catherine R. Kinney

Management

For

For

1e

Elect Director Jacques P. Perold

Management

For

For

1f

Elect Director Sandy C. Rattray

Management

For

For

1g

Elect Director Linda H. Riefler

Management

For

For

1h

Elect Director Marcus L. Smith

Management

For

For

1i

Elect Director Rajat Taneja

Management

For

For

1j

Elect Director Paula Volent

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

NEXTERA ENERGY, INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 24, 2022
Meeting Type:  ANNUAL

Ticker:  NEE
Security ID:  65339F101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sherry S. Barrat

Management

For

For

1b

Elect Director James L. Camaren

Management

For

For

1c

Elect Director Kenneth B. Dunn

Management

For

For

1d

Elect Director Naren K. Gursahaney

Management

For

For

1e

Elect Director Kirk S. Hachigian

Management

For

For


     

1f

Elect Director John W. Ketchum

Management

For

For

1g

Elect Director Amy B. Lane

Management

For

For

1h

Elect Director David L. Porges

Management

For

For

1i

Elect Director James L. Robo

Management

For

For

1j

Elect Director Rudy E. Schupp

Management

For

For

1k

Elect Director John L. Skolds

Management

For

For

1l

Elect Director John Arthur Stall

Management

For

For

1m

Elect Director Darryl L. Wilson

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Disclose a Board Diversity and Qualifications Matrix

Shareholder

Against

For

5

Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics

Shareholder

Against

For

     

 

NVIDIA CORPORATION
Meeting Date:  JUN 02, 2022
Record Date:  APR 04, 2022
Meeting Type:  ANNUAL

Ticker:  NVDA
Security ID:  67066G104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Robert K. Burgess

Management

For

For

1b

Elect Director Tench Coxe

Management

For

For

1c

Elect Director John O. Dabiri

Management

For

For

1d

Elect Director Persis S. Drell

Management

For

For

1e

Elect Director Jen-Hsun Huang

Management

For

For

1f

Elect Director Dawn Hudson

Management

For

For

1g

Elect Director Harvey C. Jones

Management

For

For

1h

Elect Director Michael G. McCaffery

Management

For

For

1i

Elect Director Stephen C. Neal

Management

For

For

1j

Elect Director Mark L. Perry

Management

For

For

1k

Elect Director A. Brooke Seawell

Management

For

For

1l

Elect Director Aarti Shah

Management

For

For

1m

Elect Director Mark A. Stevens

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Increase Authorized Common Stock

Management

For

For


     

5

Amend Omnibus Stock Plan

Management

For

For

     

 

PROCORE TECHNOLOGIES, INC.
Meeting Date:  JUN 03, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  PCOR
Security ID:  74275K108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Erin Chapple

Management

For

For

1.2

Elect Director Brian Feinstein

Management

For

Withhold

1.3

Elect Director Kevin O'Connor

Management

For

Withhold

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

REPLIGEN CORPORATION
Meeting Date:  MAY 26, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  RGEN
Security ID:  759916109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Tony J. Hunt

Management

For

For

1b

Elect Director Karen A. Dawes

Management

For

For

1c

Elect Director Nicolas M. Barthelemy

Management

For

For

1d

Elect Director Carrie Eglinton Manner

Management

For

For

1e

Elect Director Rohin Mhatre

Management

For

For

1f

Elect Director Glenn P. Muir

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

SALESFORCE, INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 14, 2022
Meeting Type:  ANNUAL

Ticker:  CRM
Security ID:  79466L302

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Marc Benioff

Management

For

For

1b

Elect Director Bret Taylor

Management

For

For

1c

Elect Director Laura Alber

Management

For

For


     

1d

Elect Director Craig Conway

Management

For

For

1e

Elect Director Parker Harris

Management

For

For

1f

Elect Director Alan Hassenfeld

Management

For

For

1g

Elect Director Neelie Kroes

Management

For

For

1h

Elect Director Oscar Munoz

Management

For

For

1i

Elect Director Sanford Robertson

Management

For

For

1j

Elect Director John V. Roos

Management

For

For

1k

Elect Director Robin Washington

Management

For

For

1l

Elect Director Maynard Webb

Management

For

For

1m

Elect Director Susan Wojcicki

Management

For

For

2

Amend Omnibus Stock Plan

Management

For

For

3

Amend Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Ernst & Young LLP as Auditors

Management

For

Against

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Require Independent Board Chair

Shareholder

Against

Abstain

7

Oversee and Report a Racial Equity Audit

Shareholder

Against

For

     

 

SBA COMMUNICATIONS CORPORATION
Meeting Date:  MAY 12, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL

Ticker:  SBAC
Security ID:  78410G104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kevin L. Beebe

Management

For

For

1.2

Elect Director Jack Langer

Management

For

For

1.3

Elect Director Jeffrey A. Stoops

Management

For

For

1.4

Elect Director Jay L. Johnson

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

SEA LTD. (SINGAPORE)
Meeting Date:  FEB 14, 2022
Record Date:  JAN 14, 2022
Meeting Type:  ANNUAL

Ticker:  SE
Security ID:  81141R100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1

Amend Articles of Association

Management

For

Against

     

 

SERVICENOW, INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  NOW
Security ID:  81762P102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Susan L. Bostrom

Management

For

For

1b

Elect Director Teresa Briggs

Management

For

For

1c

Elect Director Jonathan C. Chadwick

Management

For

For

1d

Elect Director Paul E. Chamberlain

Management

For

For

1e

Elect Director Lawrence J. Jackson, Jr.

Management

For

For

1f

Elect Director Frederic B. Luddy

Management

For

For

1g

Elect Director Jeffrey A. Miller

Management

For

For

1h

Elect Director Joseph "Larry" Quinlan

Management

For

For

1i

Elect Director Sukumar Rathnam

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

SHOPIFY INC.
Meeting Date:  JUN 07, 2022
Record Date:  APR 19, 2022
Meeting Type:  ANNUAL/SPECIAL

Ticker:  SHOP
Security ID:  82509L107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director Tobias Lutke

Management

For

For

1B

Elect Director Robert Ashe

Management

For

For

1C

Elect Director Gail Goodman

Management

For

For

1D

Elect Director Colleen Johnston

Management

For

For

1E

Elect Director Jeremy Levine

Management

For

For

1F

Elect Director John Phillips

Management

For

For

1G

Elect Director Fidji Simo

Management

For

For

2

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

Management

For

For

3

Authorize New Class of Common Stock and Issuance of Such Founder Share to the

Management

For

Against


     
 

Founder and Chief Executive Officer

   

4

Approve Stock Split

Management

For

For

5

Advisory Vote on Executive Compensation Approach

Management

For

For

     

 

SQUARE, INC.
Meeting Date:  NOV 03, 2021
Record Date:  OCT 01, 2021
Meeting Type:  SPECIAL

Ticker:  SQ
Security ID:  852234103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Issue Shares in Connection with Transaction Agreement

Management

For

For

2

Adjourn Meeting

Management

For

For

     

 

TESLA, INC.
Meeting Date:  OCT 07, 2021
Record Date:  AUG 09, 2021
Meeting Type:  ANNUAL

Ticker:  TSLA
Security ID:  88160R101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director James Murdoch

Management

For

For

1.2

Elect Director Kimbal Musk

Management

For

For

2

Amend Certificate of Incorporation to Reduce Director Terms to Two Years

Management

For

For

3

Eliminate Supermajority Vote Requirements

Management

None

For

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Declassify the Board of Directors

Shareholder

Against

For

6

Report on Diversity and Inclusion Efforts

Shareholder

Against

For

7

Report on Employee Arbitration

Shareholder

Against

For

8

Assign Responsibility for Strategic Oversight of Human Capital Management to an Independent Board-Level Committee

Shareholder

Against

For

9

Additional Reporting on Human Rights

Shareholder

Against

For

 

 

THE ESTEE LAUDER COMPANIES INC.
Meeting Date:  NOV 12, 2021
Record Date:  SEP 13, 2021
Meeting Type:  ANNUAL

Ticker:  EL
Security ID:  518439104


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Rose Marie Bravo

Management

For

For

1b

Elect Director Paul J. Fribourg

Management

For

For

1c

Elect Director Jennifer Hyman

Management

For

For

1d

Elect Director Barry S. Sternlicht

Management

For

Withhold

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

     

 

VEEVA SYSTEMS INC.
Meeting Date:  JUN 09, 2022
Record Date:  APR 14, 2022
Meeting Type:  ANNUAL

Ticker:  VEEV
Security ID:  922475108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Tim Cabral

Management

For

For

1b

Elect Director Mark Carges

Management

For

For

1c

Elect Director Paul E. Chamberlain

Management

For

For

1d

Elect Director Peter P. Gassner

Management

For

For

1e

Elect Director Mary Lynne Hedley

Management

For

For

1f

Elect Director Priscilla Hung

Management

For

For

1g

Elect Director Tina Hunt

Management

For

For

1h

Elect Director Marshall Mohr

Management

For

For

1i

Elect Director Gordon Ritter

Management

For

For

1j

Elect Director Paul Sekhri

Management

For

For

1k

Elect Director Matthew J. Wallach

Management

For

For

2

Amend Omnibus Stock Plan

Management

For

Against

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

WUXI BIOLOGICS (CAYMAN) INC.
Meeting Date:  NOV 23, 2021
Record Date:  NOV 17, 2021
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  2269
Security ID:  G97008117

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt Subsidiary Share Option Schemes of WuXi Vaccines (Cayman) Inc. and WuXi XDC Cayman Inc.

Management

For

Against



Franklin Growth Fund

     

 

AIR PRODUCTS AND CHEMICALS, INC.
Meeting Date:  FEB 03, 2022
Record Date:  DEC 07, 2021
Meeting Type:  ANNUAL

Ticker:  APD
Security ID:  009158106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Charles I. Cogut

Management

For

For

1b

Elect Director Lisa A. Davis

Management

For

For

1c

Elect Director Seifollah (Seifi) Ghasemi

Management

For

For

1d

Elect Director David H. Y. Ho

Management

For

For

1e

Elect Director Edward L. Monser

Management

For

For

1f

Elect Director Matthew H. Paull

Management

For

For

1g

Elect Director Wayne T. Smith

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

ALIBABA GROUP HOLDING LIMITED
Meeting Date:  SEP 17, 2021
Record Date:  AUG 04, 2021
Meeting Type:  ANNUAL

Ticker:  9988
Security ID:  01609W102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Joseph C. Tsai

Management

For

Against

1.2

Elect Director J. Michael Evans

Management

For

Against

1.3

Elect Director E. Borje Ekholm

Management

For

For

2

Ratify PricewaterhouseCoopers as Auditors

Management

For

For

     

 

ATLASSIAN CORPORATION PLC
Meeting Date:  DEC 02, 2021
Record Date:  OCT 05, 2021
Meeting Type:  ANNUAL

Ticker:  TEAM
Security ID:  G06242104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

Against

3

Appoint Ernst & Young LLP as Auditors

Management

For

For

4

Authorize Board to Fix Remuneration of Auditors

Management

For

For

5

Elect Director Shona L. Brown

Management

For

For

6

Elect Director Michael Cannon-Brookes

Management

For

For

7

Elect Director Scott Farquhar

Management

For

For

8

Elect Director Heather Mirjahangir Fernandez

Management

For

For

9

Elect Director Sasan Goodarzi

Management

For

For

10

Elect Director Jay Parikh

Management

For

For

11

Elect Director Enrique Salem

Management

For

For

12

Elect Director Steven Sordello

Management

For

For

13

Elect Director Richard P. Wong

Management

For

For

14

Elect Director Michelle Zatlyn

Management

For

For

     

 

AUTOMATIC DATA PROCESSING, INC.
Meeting Date:  NOV 10, 2021
Record Date:  SEP 13, 2021
Meeting Type:  ANNUAL

Ticker:  ADP
Security ID:  053015103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Peter Bisson

Management

For

For

1b

Elect Director Richard T. Clark

Management

For

For

1c

Elect Director Linnie M. Haynesworth

Management

For

For

1d

Elect Director John P. Jones

Management

For

For

1e

Elect Director Francine S. Katsoudas

Management

For

For

1f

Elect Director Nazzic S. Keene

Management

For

For

1g

Elect Director Thomas J. Lynch

Management

For

For

1h

Elect Director Scott F. Powers

Management

For

For

1i

Elect Director William J. Ready

Management

For

For

1j

Elect Director Carlos A. Rodriguez

Management

For

For

1k

Elect Director Sandra S. Wijnberg

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Report on Workforce Engagement in

Shareholder

Against

Against


     
 

Governance

   
     

 

BILL.COM HOLDINGS, INC.
Meeting Date:  DEC 09, 2021
Record Date:  OCT 12, 2021
Meeting Type:  ANNUAL

Ticker:  BILL
Security ID:  090043100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Allison Mnookin

Management

For

For

1.2

Elect Director Steven Piaker

Management

For

For

1.3

Elect Director Rory O'Driscoll

Management

For

For

1.4

Elect Director Steve Fisher

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

CANADIAN PACIFIC RAILWAY LIMITED
Meeting Date:  DEC 08, 2021
Record Date:  NOV 01, 2021
Meeting Type:  SPECIAL

Ticker:  CP
Security ID:  13645T100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Issuance of Shares in Connection with the Acquisition of Kansas City Southern

Management

For

For

2

Change Company Name to Canadian Pacific Kansas City Limited

Management

For

For

     

 

CATALENT, INC.
Meeting Date:  OCT 28, 2021
Record Date:  SEP 03, 2021
Meeting Type:  ANNUAL

Ticker:  CTLT
Security ID:  148806102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Madhavan "Madhu" Balachandran

Management

For

For

1b

Elect Director Michael J. Barber

Management

For

For

1c

Elect Director J. Martin Carroll

Management

For

For

1d

Elect Director John Chiminski

Management

For

For


     

1e

Elect Director Rolf Classon

Management

For

For

1f

Elect Director Rosemary A. Crane

Management

For

For

1g

Elect Director John J. Greisch

Management

For

For

1h

Elect Director Christa Kreuzburg

Management

For

For

1i

Elect Director Gregory T. Lucier

Management

For

For

1j

Elect Director Donald E. Morel, Jr.

Management

For

For

1k

Elect Director Jack Stahl

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Provide Right to Call Special Meeting

Management

For

For

6

Amend Certificate of Incorporation to Add Federal Forum Selection Provision

Management

For

Against

7

Amend Articles

Management

For

For

     

 

CONSTELLATION BRANDS, INC.
Meeting Date:  JUL 20, 2021
Record Date:  MAY 24, 2021
Meeting Type:  ANNUAL

Ticker:  STZ
Security ID:  21036P108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Christy Clark

Management

For

For

1.2

Elect Director Jennifer M. Daniels

Management

For

For

1.3

Elect Director Nicholas I. Fink

Management

For

For

1.4

Elect Director Jerry Fowden

Management

For

For

1.5

Elect Director Ernesto M. Hernandez

Management

For

For

1.6

Elect Director Susan Somersille Johnson

Management

For

For

1.7

Elect Director James A. Locke, III

Management

For

Withhold

1.8

Elect Director Jose Manuel Madero Garza

Management

For

For

1.9

Elect Director Daniel J. McCarthy

Management

For

For

1.10

Elect Director William A. Newlands

Management

For

For

1.11

Elect Director Richard Sands

Management

For

For

1.12

Elect Director Robert Sands

Management

For

For

1.13

Elect Director Judy A. Schmeling

Management

For

For

2

Ratify KPMG LLP as Auditor

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For


     

4

Adopt a Policy on Board Diversity

Shareholder

Against

For

     

 

DANIMER SCIENTIFIC, INC.
Meeting Date:  DEC 15, 2021
Record Date:  NOV 08, 2021
Meeting Type:  ANNUAL

Ticker:  DNMR
Security ID:  236272100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Stephen E. Croskrey

Management

For

For

1.2

Elect Director John P. Amboian

Management

For

For

1.3

Elect Director Richard Hendrix

Management

For

For

1.4

Elect Director Christy Basco

Management

For

For

1.5

Elect Director Philip Gregory Calhoun

Management

For

For

1.6

Elect Director Gregory Hunt

Management

For

For

1.7

Elect Director Isao Noda

Management

For

For

1.8

Elect Director Stuart W. Pratt

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

     

 

HAEMONETICS CORPORATION
Meeting Date:  AUG 06, 2021
Record Date:  JUN 02, 2021
Meeting Type:  ANNUAL

Ticker:  HAE
Security ID:  405024100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Christopher A. Simon

Management

For

For

1.2

Elect Director Robert E. Abernathy

Management

For

For

1.3

Elect Director Catherine M. Burzik

Management

For

For

1.4

Elect Director Michael J. Coyle

Management

For

For

1.5

Elect Director Charles J. Dockendorff

Management

For

For

1.6

Elect Director Lloyd E. Johnson

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

 

 

INTUIT INC.
Meeting Date:  JAN 20, 2022
Record Date:  NOV 22, 2021
Meeting Type:  ANNUAL

Ticker:  INTU
Security ID:  461202103


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Eve Burton

Management

For

For

1b

Elect Director Scott D. Cook

Management

For

For

1c

Elect Director Richard L. Dalzell

Management

For

For

1d

Elect Director Sasan K. Goodarzi

Management

For

For

1e

Elect Director Deborah Liu

Management

For

For

1f

Elect Director Tekedra Mawakana

Management

For

For

1g

Elect Director Suzanne Nora Johnson

Management

For

For

1h

Elect Director Dennis D. Powell

Management

For

For

1i

Elect Director Brad D. Smith

Management

For

For

1j

Elect Director Thomas Szkutak

Management

For

For

1k

Elect Director Raul Vazquez

Management

For

For

1l

Elect Director Jeff Weiner

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

     

 

INTUITIVE SURGICAL, INC.
Meeting Date:  SEP 20, 2021
Record Date:  AUG 18, 2021
Meeting Type:  SPECIAL

Ticker:  ISRG
Security ID:  46120E602

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Increase Authorized Common Stock

Management

For

For

     

 

LAM RESEARCH CORPORATION
Meeting Date:  NOV 08, 2021
Record Date:  SEP 09, 2021
Meeting Type:  ANNUAL

Ticker:  LRCX
Security ID:  512807108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Sohail U. Ahmed

Management

For

For

1.2

Elect Director Timothy M. Archer

Management

For

For

1.3

Elect Director Eric K. Brandt

Management

For

For

1.4

Elect Director Michael R. Cannon

Management

For

For

1.5

Elect Director Catherine P. Lego

Management

For

For

1.6

Elect Director Bethany J. Mayer

Management

For

For


     

1.7

Elect Director Abhijit Y. Talwalkar

Management

For

For

1.8

Elect Director Lih Shyng (Rick L.) Tsai

Management

For

For

1.9

Elect Director Leslie F. Varon

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

LAMB WESTON HOLDINGS, INC.
Meeting Date:  SEP 23, 2021
Record Date:  JUL 26, 2021
Meeting Type:  ANNUAL

Ticker:  LW
Security ID:  513272104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Peter J. Bensen

Management

For

For

1b

Elect Director Charles A. Blixt

Management

For

For

1c

Elect Director Robert J. Coviello

Management

For

For

1d

Elect Director Andre J. Hawaux

Management

For

For

1e

Elect Director W.G. Jurgensen

Management

For

For

1f

Elect Director Thomas P. Maurer

Management

For

For

1g

Elect Director Hala G. Moddelmog

Management

For

For

1h

Elect Director Robert A. Niblock

Management

For

For

1i

Elect Director Maria Renna Sharpe

Management

For

For

1j

Elect Director Thomas P. Werner

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

LINDE PLC
Meeting Date:  JUL 26, 2021
Record Date:  JUL 24, 2021
Meeting Type:  ANNUAL

Ticker:  LIN
Security ID:  G5494J103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Wolfgang H. Reitzle

Management

For

For

1b

Elect Director Stephen F. Angel

Management

For

For

1c

Elect Director Ann-Kristin Achleitner

Management

For

For

1d

Elect Director Clemens A. H. Borsig

Management

For

For

1e

Elect Director Nance K. Dicciani

Management

For

For

1f

Elect Director Thomas Enders

Management

For

For


     

1g

Elect Director Franz Fehrenbach

Management

For

For

1h

Elect Director Edward G. Galante

Management

For

For

1i

Elect Director Larry D. McVay

Management

For

For

1j

Elect Director Victoria E. Ossadnik

Management

For

For

1k

Elect Director Martin H. Richenhagen

Management

For

For

1l

Elect Director Robert L. Wood

Management

For

For

2a

Ratify PricewaterhouseCoopers as Auditors

Management

For

For

2b

Authorize Board to Fix Remuneration of Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Remuneration Policy

Management

For

For

5

Approve Remuneration Report

Management

For

For

6

Approve Omnibus Stock Plan

Management

For

For

7

Determine Price Range for Reissuance of Treasury Shares

Management

For

For

     

 

MERCURY SYSTEMS, INC.
Meeting Date:  OCT 27, 2021
Record Date:  AUG 25, 2021
Meeting Type:  ANNUAL

Ticker:  MRCY
Security ID:  589378108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Orlando P. Carvalho

Management

For

For

1.2

Elect Director Barry R. Nearhos

Management

For

For

1.3

Elect Director Debora A. Plunkett

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

MICROSOFT CORPORATION
Meeting Date:  NOV 30, 2021
Record Date:  SEP 30, 2021
Meeting Type:  ANNUAL

Ticker:  MSFT
Security ID:  594918104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Reid G. Hoffman

Management

For

For

1.2

Elect Director Hugh F. Johnston

Management

For

For

1.3

Elect Director Teri L. List

Management

For

For


     

1.4

Elect Director Satya Nadella

Management

For

For

1.5

Elect Director Sandra E. Peterson

Management

For

For

1.6

Elect Director Penny S. Pritzker

Management

For

For

1.7

Elect Director Carlos A. Rodriguez

Management

For

For

1.8

Elect Director Charles W. Scharf

Management

For

For

1.9

Elect Director John W. Stanton

Management

For

For

1.10

Elect Director John W. Thompson

Management

For

For

1.11

Elect Director Emma N. Walmsley

Management

For

For

1.12

Elect Director Padmasree Warrior

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Approve Qualified Employee Stock Purchase Plan

Management

For

For

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

5

Report on Gender/Racial Pay Gap

Shareholder

Against

For

6

Report on Effectiveness of Workplace Sexual Harassment Policies

Shareholder

Against

For

7

Prohibit Sales of Facial Recognition Technology to All Government Entities

Shareholder

Against

Against

8

Report on Implementation of the Fair Chance Business Pledge

Shareholder

Against

Against

9

Report on Lobbying Activities Alignment with Company Policies

Shareholder

Against

For

     

 

NIKE, INC.
Meeting Date:  OCT 06, 2021
Record Date:  AUG 06, 2021
Meeting Type:  ANNUAL

Ticker:  NKE
Security ID:  654106103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Alan B. Graf, Jr.

Management

For

For

1b

Elect Director Peter B. Henry

Management

For

For

1c

Elect Director Michelle A. Peluso

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Report on Political Contributions Disclosure

Shareholder

Against

Against

5

Report on Human Rights Impact Assessment

Shareholder

Against

Against

6

Report on Median Gender/Racial Pay Gap

Shareholder

Against

Against


     

7

Report on Diversity and Inclusion Efforts

Shareholder

Against

Against

     

 

PTC INC.
Meeting Date:  JAN 31, 2022
Record Date:  DEC 02, 2021
Meeting Type:  ANNUAL

Ticker:  PTC
Security ID:  69370C100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Mark Benjamin

Management

For

For

1.2

Elect Director Janice Chaffin

Management

For

Withhold

1.3

Elect Director James Heppelmann

Management

For

For

1.4

Elect Director Klaus Hoehn

Management

For

For

1.5

Elect Director Paul Lacy

Management

For

For

1.6

Elect Director Corinna Lathan

Management

For

For

1.7

Elect Director Blake Moret

Management

For

For

1.8

Elect Director Robert Schechter

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

SNOWFLAKE, INC.
Meeting Date:  JUL 08, 2021
Record Date:  MAY 14, 2021
Meeting Type:  ANNUAL

Ticker:  SNOW
Security ID:  833445109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Benoit Dageville

Management

For

For

1b

Elect Director Mark S. Garrett

Management

For

For

1c

Elect Director Jayshree V. Ullal

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

THE ESTEE LAUDER COMPANIES INC.
Meeting Date:  NOV 12, 2021
Record Date:  SEP 13, 2021
Meeting Type:  ANNUAL

Ticker:  EL
Security ID:  518439104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Rose Marie Bravo

Management

For

For


     

1b

Elect Director Paul J. Fribourg

Management

For

For

1c

Elect Director Jennifer Hyman

Management

For

For

1d

Elect Director Barry S. Sternlicht

Management

For

Withhold

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

     

 

VISA INC.
Meeting Date:  JAN 25, 2022
Record Date:  NOV 26, 2021
Meeting Type:  ANNUAL

Ticker:  V
Security ID:  92826C839

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lloyd A. Carney

Management

For

For

1b

Elect Director Mary B. Cranston

Management

For

For

1c

Elect Director Francisco Javier Fernandez-Carbajal

Management

For

For

1d

Elect Director Alfred F. Kelly, Jr.

Management

For

For

1e

Elect Director Ramon Laguarta

Management

For

For

1f

Elect Director John F. Lundgren

Management

For

For

1g

Elect Director Robert W. Matschullat

Management

For

For

1h

Elect Director Denise M. Morrison

Management

For

For

1i

Elect Director Linda J. Rendle

Management

For

For

1j

Elect Director Maynard G. Webb, Jr.

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

WUXI BIOLOGICS (CAYMAN) INC.
Meeting Date:  NOV 23, 2021
Record Date:  NOV 17, 2021
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  2269
Security ID:  G97008117

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt Subsidiary Share Option Schemes of WuXi Vaccines (Cayman) Inc. and WuXi XDC Cayman Inc.

Management

For

Against



Franklin Income Fund

     

 

3M COMPANY
Meeting Date:  MAY 10, 2022
Record Date:  MAR 15, 2022
Meeting Type:  ANNUAL

Ticker:  MMM
Security ID:  88579Y101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Thomas "Tony" K. Brown

Management

For

For

1b

Elect Director Pamela J. Craig

Management

For

For

1c

Elect Director David B. Dillon

Management

For

For

1d

Elect Director Michael L. Eskew

Management

For

For

1e

Elect Director James R. Fitterling

Management

For

For

1f

Elect Director Amy E. Hood

Management

For

For

1g

Elect Director Muhtar Kent

Management

For

For

1h

Elect Director Suzan Kereere

Management

For

For

1i

Elect Director Dambisa F. Moyo

Management

For

For

1j

Elect Director Gregory R. Page

Management

For

For

1k

Elect Director Michael F. Roman

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Report on Environmental Costs and Impact on Diversified Shareholders

Shareholder

Against

For

5

Report on Operations in Communist China

Shareholder

Against

Against

     

 

ABBVIE INC.
Meeting Date:  MAY 06, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  ABBV
Security ID:  00287Y109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director William H.L. Burnside

Management

For

For

1.2

Elect Director Thomas C. Freyman

Management

For

For

1.3

Elect Director Brett J. Hart

Management

For

For

1.4

Elect Director Edward J. Rapp

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For


     

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Eliminate Supermajority Vote Requirement

Management

For

For

5

Require Independent Board Chair

Shareholder

Against

For

6

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

Shareholder

Against

Against

7

Report on Board Oversight of Risks Related to Anticompetitive Practices

Shareholder

Against

Against

8

Report on Congruency of Political Spending with Company Values and Priorities

Shareholder

Against

Against

     

 

AIR PRODUCTS AND CHEMICALS, INC.
Meeting Date:  FEB 03, 2022
Record Date:  DEC 07, 2021
Meeting Type:  ANNUAL

Ticker:  APD
Security ID:  009158106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Charles I. Cogut

Management

For

For

1b

Elect Director Lisa A. Davis

Management

For

For

1c

Elect Director Seifollah (Seifi) Ghasemi

Management

For

For

1d

Elect Director David H. Y. Ho

Management

For

For

1e

Elect Director Edward L. Monser

Management

For

For

1f

Elect Director Matthew H. Paull

Management

For

For

1g

Elect Director Wayne T. Smith

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

ALTRIA GROUP, INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  MO
Security ID:  02209S103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Ian L.T. Clarke

Management

For

For

1b

Elect Director Marjorie M. Connelly

Management

For

For

1c

Elect Director R. Matt Davis

Management

For

For

1d

Elect Director William F. Gifford, Jr.

Management

For

For

1e

Elect Director Debra J. Kelly-Ennis

Management

For

For


     

1f

Elect Director W. Leo Kiely, III

Management

For

For

1g

Elect Director Kathryn B. McQuade

Management

For

For

1h

Elect Director George Munoz

Management

For

For

1i

Elect Director Nabil Y. Sakkab

Management

For

For

1j

Elect Director Virginia E. Shanks

Management

For

For

1k

Elect Director Ellen R. Strahlman

Management

For

For

1l

Elect Director M. Max Yzaguirre

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Report on Third-Party Civil Rights Audit

Shareholder

Against

For

     

 

AMERICAN ELECTRIC POWER COMPANY, INC.
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  AEP
Security ID:  025537101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Nicholas K. Akins

Management

For

For

1.2

Elect Director David J. Anderson

Management

For

For

1.3

Elect Director J. Barnie Beasley, Jr.

Management

For

For

1.4

Elect Director Benjamin G. S. Fowke, III

Management

For

For

1.5

Elect Director Art A. Garcia

Management

For

For

1.6

Elect Director Linda A. Goodspeed

Management

For

For

1.7

Elect Director Sandra Beach Lin

Management

For

For

1.8

Elect Director Margaret M. McCarthy

Management

For

For

1.9

Elect Director Oliver G. Richard, III

Management

For

For

1.10

Elect Director Daryl Roberts

Management

For

For

1.11

Elect Director Sara Martinez Tucker

Management

For

For

1.12

Elect Director Lewis Von Thaer

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Authorize New Class of Preferred Stock

Management

For

For

4

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 

AMGEN INC.
Meeting Date:  MAY 17, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  AMGN


     

Security ID:  031162100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Wanda M. Austin

Management

For

For

1b

Elect Director Robert A. Bradway

Management

For

For

1c

Elect Director Brian J. Druker

Management

For

For

1d

Elect Director Robert A. Eckert

Management

For

For

1e

Elect Director Greg C. Garland

Management

For

For

1f

Elect Director Charles M. Holley, Jr.

Management

For

For

1g

Elect Director S. Omar Ishrak

Management

For

For

1h

Elect Director Tyler Jacks

Management

For

For

1i

Elect Director Ellen J. Kullman

Management

For

For

1j

Elect Director Amy E. Miles

Management

For

For

1k

Elect Director Ronald D. Sugar

Management

For

For

1l

Elect Director R. Sanders Williams

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

ASTRAZENECA PLC
Meeting Date:  APR 29, 2022
Record Date:  APR 07, 2022
Meeting Type:  ANNUAL

Ticker:  AZN
Security ID:  046353108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Dividends

Management

For

For

3

Reappoint PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Authorise Board to Fix Remuneration of Auditors

Management

For

For

5a

Re-elect Leif Johansson as Director

Management

For

For

5b

Re-elect Pascal Soriot as Director

Management

For

For

5c

Elect Aradhana Sarin as Director

Management

For

For

5d

Re-elect Philip Broadley as Director

Management

For

For

5e

Re-elect Euan Ashley as Director

Management

For

For

5f

Re-elect Michel Demare as Director

Management

For

For

5g

Re-elect Deborah DiSanzo as Director

Management

For

For


     

5h

Re-elect Diana Layfield as Director

Management

For

For

5i

Re-elect Sheri McCoy as Director

Management

For

For

5j

Re-elect Tony Mok as Director

Management

For

For

5k

Re-elect Nazneen Rahman as Director

Management

For

For

5l

Elect Andreas Rummelt as Director

Management

For

For

5m

Re-elect Marcus Wallenberg as Director

Management

For

For

6

Approve Remuneration Report

Management

For

For

7

Authorise UK Political Donations and Expenditure

Management

For

For

8

Authorise Issue of Equity

Management

For

For

9

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

10

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

Management

For

For

11

Authorise Market Purchase of Ordinary Shares

Management

For

For

12

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

Management

For

For

13

Approve Savings Related Share Option Scheme

Management

For

For

     

 

AT&T INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  T
Security ID:  00206R102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Samuel A. Di Piazza, Jr. *Withdrawn Resolution*

Management

None

None

1.2

Elect Director Scott T. Ford

Management

For

For

1.3

Elect Director Glenn H. Hutchins

Management

For

For

1.4

Elect Director William E. Kennard

Management

For

For

1.5

Elect Director Debra L. Lee *Withdrawn Resolution*

Management

None

None

1.6

Elect Director Stephen J. Luczo

Management

For

For

1.7

Elect Director Michael B. McCallister

Management

For

For

1.8

Elect Director Beth E. Mooney

Management

For

For

1.9

Elect Director Matthew K. Rose

Management

For

For

1.10

Elect Director John T. Stankey

Management

For

For

1.11

Elect Director Cynthia B. Taylor

Management

For

For


     

1.12

Elect Director Luis A. Ubinas

Management

For

For

1.13

Elect Director Geoffrey Y. Yang *Withdrawn Resolution*

Management

None

None

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Consider Pay Disparity Between Executives and Other Employees

Shareholder

Against

Against

5

Require Independent Board Chair

Shareholder

Against

Against

6

Report on Congruency of Political Spending with Company Values and Priorities

Shareholder

Against

For

7

Report on Civil Rights and Non-Discrimination Audit

Shareholder

Against

Against

     

 

BANK OF AMERICA CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  BAC
Security ID:  060505104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sharon L. Allen

Management

For

For

1b

Elect Director Frank P. Bramble, Sr.

Management

For

For

1c

Elect Director Pierre J.P. de Weck

Management

For

For

1d

Elect Director Arnold W. Donald

Management

For

For

1e

Elect Director Linda P. Hudson

Management

For

For

1f

Elect Director Monica C. Lozano

Management

For

For

1g

Elect Director Brian T. Moynihan

Management

For

For

1h

Elect Director Lionel L. Nowell, III

Management

For

For

1i

Elect Director Denise L. Ramos

Management

For

For

1j

Elect Director Clayton S. Rose

Management

For

For

1k

Elect Director Michael D. White

Management

For

For

1l

Elect Director Thomas D. Woods

Management

For

For

1m

Elect Director R. David Yost

Management

For

For

1n

Elect Director Maria T. Zuber

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes

Management

For

For


     

5

Report on Civil Rights and Nondiscrimination Audit

Shareholder

Against

Against

6

Adopt Fossil Fuel Lending Policy Consistent with IEA's Net Zero 2050 Scenario

Shareholder

Against

Against

7

Report on Charitable Contributions

Shareholder

Against

Against

     

 

BARCLAYS PLC
Meeting Date:  MAY 04, 2022
Record Date:  APR 29, 2022
Meeting Type:  ANNUAL

Ticker:  BARC
Security ID:  G08036124

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

For

3

Elect Coimbatore Venkatakrishnan as Director

Management

For

For

4

Elect Robert Berry as Director

Management

For

For

5

Elect Anna Cross as Director

Management

For

For

6

Re-elect Mike Ashley as Director

Management

For

For

7

Re-elect Tim Breedon as Director

Management

For

For

8

Re-elect Mohamed A. El-Erian as Director

Management

For

For

9

Re-elect Dawn Fitzpatrick as Director

Management

For

For

10

Re-elect Mary Francis as Director

Management

For

For

11

Re-elect Crawford Gillies as Director

Management

For

For

12

Re-elect Brian Gilvary as Director

Management

For

For

13

Re-elect Nigel Higgins as Director

Management

For

For

14

Re-elect Diane Schueneman as Director

Management

For

For

15

Re-elect Julia Wilson as Director

Management

For

For

16

Reappoint KPMG LLP as Auditors

Management

For

For

17

Authorise the Board Audit Committee to Fix Remuneration of Auditors

Management

For

For

18

Authorise UK Political Donations and Expenditure

Management

For

For

19

Authorise Issue of Equity

Management

For

For

20

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

21

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

Management

For

For


     

22

Authorise Issue of Equity in Relation to the Issuance of Contingent Equity Conversion Notes.

Management

For

For

23

Authorise Issue of Equity without Pre-emptive Rights in Relation to the Issuance of Contingent Equity Conversion Notes.

Management

For

For

24

Authorise Market Purchase of Ordinary Shares

Management

For

For

25

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

Management

For

For

26

Approve Barclays' Climate Strategy, Targets and Progress 2022

Management

For

Against

     

 

BASF SE
Meeting Date:  APR 29, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  BAS
Security ID:  D06216317

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

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

Management

None

None

2

Approve Allocation of Income and Dividends of EUR 3.40 per Share

Management

For

For

3

Approve Discharge of Supervisory Board for Fiscal Year 2021

Management

For

For

4

Approve Discharge of Management Board for Fiscal Year 2021

Management

For

For

5

Ratify KPMG AG as Auditors for Fiscal Year 2022

Management

For

For

6

Approve Remuneration Report

Management

For

For

7.1

Elect Alessandra Genco to the Supervisory Board

Management

For

For

7.2

Elect Stefan Asenkerschbaumer to the Supervisory Board

Management

For

For

8

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

9

Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 10 Billion; Approve Creation of EUR 117.6 Million Pool of Capital to Guarantee Conversion Rights

Management

For

For


     

 

BAYER AG
Meeting Date:  APR 29, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  BAYN
Security ID:  D0712D163

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Receive Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of EUR 2.00 per Share for Fiscal Year 2021

Management

For

For

2

Approve Discharge of Management Board for Fiscal Year 2021

Management

For

For

3

Approve Discharge of Supervisory Board for Fiscal Year 2021

Management

For

For

4.1

Reelect Paul Achleitner to the Supervisory Board

Management

For

For

4.2

Reelect Norbert Bischofberger to the Supervisory Board

Management

For

For

4.3

Reelect Colleen Goggins to the Supervisory Board

Management

For

For

5

Approve Remuneration Report

Management

For

Against

6

Approve Affiliation Agreement with Bayer Chemicals GmbH

Management

For

For

7

Ratify Deloitte GmbH as Auditors for Fiscal Year 2022

Management

For

For

     

 

BCE INC.
Meeting Date:  MAY 05, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  BCE
Security ID:  05534B760

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Mirko Bibic

Management

For

For

1.2

Elect Director David F. Denison

Management

For

For

1.3

Elect Director Robert P. Dexter

Management

For

For

1.4

Elect Director Katherine Lee

Management

For

For

1.5

Elect Director Monique F. Leroux

Management

For

For

1.6

Elect Director Sheila A. Murray

Management

For

For

1.7

Elect Director Gordon M. Nixon

Management

For

For


     

1.8

Elect Director Louis P. Pagnutti

Management

For

For

1.9

Elect Director Calin Rovinescu

Management

For

For

1.10

Elect Director Karen Sheriff

Management

For

For

1.11

Elect Director Robert C. Simmonds

Management

For

For

1.12

Elect Director Jennifer Tory

Management

For

For

1.13

Elect Director Cornell Wright

Management

For

For

2

Ratify Deloitte LLP as Auditors

Management

For

For

3

Advisory Vote on Executive Compensation Approach

Management

For

For

4

SP 1: Propose Formal Representation of Employees in Strategic Decision Making

Shareholder

Against

Against

5

SP 2: Propose Becoming A Benefit Company

Shareholder

Against

Against

6

SP 3: Propose French As Official Language

Shareholder

Against

Against

     

 

BHP GROUP LIMITED
Meeting Date:  JAN 20, 2022
Record Date:  DEC 20, 2021
Meeting Type:  SPECIAL

Ticker:  BHP
Security ID:  088606108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Amendments to Limited Constitution

Management

For

For

2

Approve Limited Special Voting Share Buy-back

Management

For

For

3

Approve DLC Dividend Share Buy-back

Management

For

For

4

Approve Plc Special Voting Share Buy-back (Class Rights Action)

Management

For

For

5

Approve Change in the Status of Plc (Class Rights Action)

Management

For

For

     

 

BONANZA CREEK ENERGY, INC.
Meeting Date:  OCT 29, 2021
Record Date:  SEP 01, 2021
Meeting Type:  SPECIAL

Ticker:  BCEI
Security ID:  097793400

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Issue Shares in Connection with the Extraction Merger Agreement

Management

For

For

2

Issue Shares in Connection with the Crestone Peak Merger Agreement

Management

For

For

 

 

BP PLC


     

Meeting Date:  MAY 12, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  BP
Security ID:  055622104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

For

3

Approve Net Zero - From Ambition to Action Report

Management

For

Against

4

Re-elect Helge Lund as Director

Management

For

For

5

Re-elect Bernard Looney as Director

Management

For

For

6

Re-elect Murray Auchincloss as Director

Management

For

For

7

Re-elect Paula Reynolds as Director

Management

For

For

8

Re-elect Pamela Daley as Director

Management

For

For

9

Re-elect Melody Meyer as Director

Management

For

For

10

Re-elect Sir John Sawers as Director

Management

For

For

11

Re-elect Tushar Morzaria as Director

Management

For

For

12

Re-elect Karen Richardson as Director

Management

For

For

13

Re-elect Johannes Teyssen as Director

Management

For

For

14

Reappoint Deloitte LLP as Auditors

Management

For

For

15

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

16

Approve ShareMatch UK Plan

Management

For

For

17

Approve Sharesave UK Plan

Management

For

For

18

Authorise UK Political Donations and Expenditure

Management

For

For

19

Authorise Issue of Equity

Management

For

For

20

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

21

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

Management

For

For

22

Authorise Market Purchase of Ordinary Shares

Management

For

For

23

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

Management

For

For

24

Approve Shareholder Resolution on Climate Change Targets

Shareholder

Against

For

 

 


     

BRISTOL-MYERS SQUIBB COMPANY
Meeting Date:  MAY 03, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  BMY
Security ID:  110122108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director Peter J. Arduini

Management

For

For

1B

Elect Director Giovanni Caforio

Management

For

For

1C

Elect Director Julia A. Haller

Management

For

For

1D

Elect Director Manuel Hidalgo Medina

Management

For

For

1E

Elect Director Paula A. Price

Management

For

For

1F

Elect Director Derica W. Rice

Management

For

For

1G

Elect Director Theodore R. Samuels

Management

For

For

1H

Elect Director Gerald L. Storch

Management

For

For

1I

Elect Director Karen H. Vousden

Management

For

For

1J

Elect Director Phyllis R. Yale

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

5

Require Independent Board Chair

Shareholder

Against

For

     

 

CHESAPEAKE ENERGY CORPORATION
Meeting Date:  JUN 09, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  CHK
Security ID:  165167735

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Domenic J. Dell'Osso, Jr.

Management

For

For

1b

Elect Director Timothy S. Duncan

Management

For

For

1c

Elect Director Benjamin C. Duster, IV

Management

For

For

1d

Elect Director Sarah A. Emerson

Management

For

For

1e

Elect Director Matthew M. Gallagher

Management

For

For

1f

Elect Director Brian Steck

Management

For

For

1g

Elect Director Michael A. Wichterich

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditor

Management

For

For


     

 

CHEVRON CORPORATION
Meeting Date:  MAY 25, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  CVX
Security ID:  166764100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Wanda M. Austin

Management

For

For

1b

Elect Director John B. Frank

Management

For

For

1c

Elect Director Alice P. Gast

Management

For

For

1d

Elect Director Enrique Hernandez, Jr.

Management

For

For

1e

Elect Director Marillyn A. Hewson

Management

For

For

1f

Elect Director Jon M. Huntsman Jr.

Management

For

For

1g

Elect Director Charles W. Moorman

Management

For

For

1h

Elect Director Dambisa F. Moyo

Management

For

For

1i

Elect Director Debra Reed-Klages

Management

For

For

1j

Elect Director Ronald D. Sugar

Management

For

For

1k

Elect Director D. James Umpleby, III

Management

For

For

1l

Elect Director Michael K. Wirth

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Omnibus Stock Plan

Management

For

For

5

Adopt Medium and Long-Term GHG Emissions Reduction Targets

Shareholder

Against

Against

6

Issue Audited Net-Zero Scenario Analysis Report

Shareholder

Against

Against

7

Oversee and Report on Reliability of Methane Emission Disclosures

Shareholder

For

For

8

Report on Business with Conflict-Complicit Governments

Shareholder

Against

Against

9

Oversee and Report a Racial Equity Audit

Shareholder

Against

Against

10

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

 

 

CISCO SYSTEMS, INC.
Meeting Date:  DEC 13, 2021
Record Date:  OCT 15, 2021
Meeting Type:  ANNUAL

Ticker:  CSCO


     

Security ID:  17275R102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director M. Michele Burns

Management

For

For

1b

Elect Director Wesley G. Bush

Management

For

For

1c

Elect Director Michael D. Capellas

Management

For

For

1d

Elect Director Mark Garrett

Management

For

For

1e

Elect Director John D. Harris, II

Management

For

For

1f

Elect Director Kristina M. Johnson

Management

For

For

1g

Elect Director Roderick C. McGeary

Management

For

For

1h

Elect Director Charles H. Robbins

Management

For

For

1i

Elect Director Brenton L. Saunders

Management

For

For

1j

Elect Director Lisa T. Su

Management

For

For

1k

Elect Director Marianna Tessel

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Amend Proxy Access Right

Shareholder

Against

For

     

 

CITIGROUP INC.
Meeting Date:  APR 26, 2022
Record Date:  FEB 28, 2022
Meeting Type:  ANNUAL

Ticker:  C
Security ID:  172967424

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Ellen M. Costello

Management

For

For

1b

Elect Director Grace E. Dailey

Management

For

For

1c

Elect Director Barbara J. Desoer

Management

For

For

1d

Elect Director John C. Dugan

Management

For

For

1e

Elect Director Jane N. Fraser

Management

For

For

1f

Elect Director Duncan P. Hennes

Management

For

For

1g

Elect Director Peter B. Henry

Management

For

For

1h

Elect Director S. Leslie Ireland

Management

For

For

1i

Elect Director Renee J. James

Management

For

For

1j

Elect Director Gary M. Reiner

Management

For

For

1k

Elect Director Diana L. Taylor

Management

For

For

1l

Elect Director James S. Turley

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive

Management

For

For


     
 

Officers' Compensation

   

4

Amend Omnibus Stock Plan

Management

For

For

5

Adopt Management Pay Clawback Authorization Policy

Shareholder

Against

Against

6

Require Independent Board Chair

Shareholder

Against

For

7

Report on Respecting Indigenous Peoples' Rights

Shareholder

Against

For

8

Adopt a Financing Policy Consistent with IEA's Net Zero Emissions by 2050 Scenario

Shareholder

Against

Against

9

Report on Civil Rights and Non-Discrimination Audit

Shareholder

Against

Against

     

 

COMCAST CORPORATION
Meeting Date:  JUN 01, 2022
Record Date:  APR 04, 2022
Meeting Type:  ANNUAL

Ticker:  CMCSA
Security ID:  20030N101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kenneth J. Bacon

Management

For

For

1.2

Elect Director Madeline S. Bell

Management

For

For

1.3

Elect Director Edward D. Breen

Management

For

For

1.4

Elect Director Gerald L. Hassell

Management

For

For

1.5

Elect Director Jeffrey A. Honickman

Management

For

For

1.6

Elect Director Maritza G. Montiel

Management

For

For

1.7

Elect Director Asuka Nakahara

Management

For

For

1.8

Elect Director David C. Novak

Management

For

For

1.9

Elect Director Brian L. Roberts

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Report on Charitable Contributions

Shareholder

Against

Against

5

Oversee and Report a Racial Equity Audit

Shareholder

Against

Against

6

Report on Omitting Viewpoint and Ideology from EEO Policy

Shareholder

Against

Against

7

Conduct Audit and Report on Effectiveness of Sexual Harassment Policies

Shareholder

Against

Against

8

Report on Retirement Plan Options Aligned with Company Climate Goals

Shareholder

Against

Against

 

 

COMMUNITY HEALTH SYSTEMS, INC.


     

Meeting Date:  MAY 10, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  CYH
Security ID:  203668108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Susan W. Brooks

Management

For

For

1b

Elect Director John A. Clerico

Management

For

For

1c

Elect Director Michael Dinkins

Management

For

For

1d

Elect Director James S. Ely, III

Management

For

For

1e

Elect Director John A. Fry

Management

For

For

1f

Elect Director Joseph A. Hastings

Management

For

For

1g

Elect Director Tim L. Hingtgen

Management

For

For

1h

Elect Director Elizabeth T. Hirsch

Management

For

For

1i

Elect Director William Norris Jennings

Management

For

For

1j

Elect Director K. Ranga Krishnan

Management

For

For

1k

Elect Director Wayne T. Smith

Management

For

For

1l

Elect Director H. James Williams

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

DOMINION ENERGY, INC.
Meeting Date:  MAY 11, 2022
Record Date:  MAR 04, 2022
Meeting Type:  ANNUAL

Ticker:  D
Security ID:  25746U109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director James A. Bennett

Management

For

For

1B

Elect Director Robert M. Blue

Management

For

For

1C

Elect Director Helen E. Dragas

Management

For

For

1D

Elect Director James O. Ellis, Jr.

Management

For

For

1E

Elect Director D. Maybank Hagood

Management

For

For

1F

Elect Director Ronald W. Jibson

Management

For

For

1G

Elect Director Mark J. Kington

Management

For

For

1H

Elect Director Joseph M. Rigby

Management

For

For

1I

Elect Director Pamela J. Royal

Management

For

For

1J

Elect Director Robert H. Spilman, Jr.

Management

For

For

1K

Elect Director Susan N. Story

Management

For

For


     

1L

Elect Director Michael E. Szymanczyk

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Amend Right to Call Special Meeting

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

6

Adopt Medium Term Scope 3 GHG Emissions Reduction Target

Shareholder

Against

Against

7

Report on the Risk of Natural Gas Stranded Assets

Shareholder

None

For

     

 

DTE ENERGY COMPANY
Meeting Date:  MAY 05, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  DTE
Security ID:  233331107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director David A. Brandon

Management

For

For

1.2

Elect Director Charles G. McClure, Jr.

Management

For

For

1.3

Elect Director Gail J. McGovern

Management

For

For

1.4

Elect Director Mark A. Murray

Management

For

For

1.5

Elect Director Gerardo Norcia

Management

For

For

1.6

Elect Director Ruth G. Shaw

Management

For

For

1.7

Elect Director Robert C. Skaggs, Jr.

Management

For

For

1.8

Elect Director David A. Thomas

Management

For

For

1.9

Elect Director Gary H. Torgow

Management

For

For

1.10

Elect Director James H. Vandenberghe

Management

For

For

1.11

Elect Director Valerie M. Williams

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

5

Revise Net Zero by 2050 Goal to Include Full Scope 3 Value Chain Emissions

Shareholder

Against

For

 

 

DUKE ENERGY CORPORATION
Meeting Date:  MAY 05, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL


     

Ticker:  DUK
Security ID:  26441C204

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Derrick Burks

Management

For

For

1.2

Elect Director Annette K. Clayton

Management

For

For

1.3

Elect Director Theodore F. Craver, Jr.

Management

For

Withhold

1.4

Elect Director Robert M. Davis

Management

For

For

1.5

Elect Director Caroline Dorsa

Management

For

For

1.6

Elect Director W. Roy Dunbar

Management

For

For

1.7

Elect Director Nicholas C. Fanandakis

Management

For

For

1.8

Elect Director Lynn J. Good

Management

For

Withhold

1.9

Elect Director John T. Herron

Management

For

For

1.10

Elect Director Idalene F. Kesner

Management

For

For

1.11

Elect Director E. Marie McKee

Management

For

For

1.12

Elect Director Michael J. Pacilio

Management

For

For

1.13

Elect Director Thomas E. Skains

Management

For

For

1.14

Elect Director William E. Webster, Jr.

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

     

 

EDISON INTERNATIONAL
Meeting Date:  APR 28, 2022
Record Date:  MAR 04, 2022
Meeting Type:  ANNUAL

Ticker:  EIX
Security ID:  281020107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jeanne Beliveau-Dunn

Management

For

For

1b

Elect Director Michael C. Camunez

Management

For

For

1c

Elect Director Vanessa C.L. Chang

Management

For

For

1d

Elect Director James T. Morris

Management

For

For

1e

Elect Director Timothy T. O'Toole

Management

For

For

1f

Elect Director Pedro J. Pizarro

Management

For

For

1g

Elect Director Marcy L. Reed

Management

For

For

1h

Elect Director Carey A. Smith

Management

For

For

1i

Elect Director Linda G. Stuntz

Management

For

For


     

1j

Elect Director Peter J. Taylor

Management

For

For

1k

Elect Director Keith Trent

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ENTERGY CORPORATION
Meeting Date:  MAY 06, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  ETR
Security ID:  29364G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John R. Burbank

Management

For

For

1b

Elect Director Patrick J. Condon

Management

For

For

1c

Elect Director Leo P. Denault

Management

For

For

1d

Elect Director Kirkland H. Donald

Management

For

For

1e

Elect Director Brian W. Ellis

Management

For

For

1f

Elect Director Philip L. Frederickson

Management

For

For

1g

Elect Director Alexis M. Herman

Management

For

For

1h

Elect Director M. Elise Hyland

Management

For

For

1i

Elect Director Stuart L. Levenick

Management

For

For

1j

Elect Director Blanche Lambert Lincoln

Management

For

For

1k

Elect Director Karen A. Puckett

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

EXELON CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  EXC
Security ID:  30161N101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Anthony Anderson

Management

For

For

1b

Elect Director Ann Berzin

Management

For

For

1c

Elect Director W. Paul Bowers

Management

For

For

1d

Elect Director Marjorie Rodgers Cheshire

Management

For

For

1e

Elect Director Christopher Crane

Management

For

For

1f

Elect Director Carlos Gutierrez

Management

For

For


     

1g

Elect Director Linda Jojo

Management

For

For

1h

Elect Director Paul Joskow

Management

For

For

1i

Elect Director John Young

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Report on Use of Child Labor in Supply Chain

Shareholder

Against

Against

     

 

EXXON MOBIL CORPORATION
Meeting Date:  MAY 25, 2022
Record Date:  APR 01, 2022
Meeting Type:  ANNUAL

Ticker:  XOM
Security ID:  30231G102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Michael J. Angelakis

Management

For

For

1.2

Elect Director Susan K. Avery

Management

For

For

1.3

Elect Director Angela F. Braly

Management

For

For

1.4

Elect Director Ursula M. Burns

Management

For

For

1.5

Elect Director Gregory J. Goff

Management

For

For

1.6

Elect Director Kaisa H. Hietala

Management

For

For

1.7

Elect Director Joseph L. Hooley

Management

For

For

1.8

Elect Director Steven A. Kandarian

Management

For

For

1.9

Elect Director Alexander A. Karsner

Management

For

For

1.10

Elect Director Jeffrey W. Ubben

Management

For

For

1.11

Elect Director Darren W. Woods

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Remove Executive Perquisites

Shareholder

Against

Against

5

Amend Bylaws to Limit Shareholder Rights for Proposal Submission

Shareholder

Against

Against

6

Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal

Shareholder

Against

Against

7

Report on Low Carbon Business Planning

Shareholder

Against

Against

8

Report on Scenario Analysis Consistent with International Energy Agency's Net Zero by 2050

Shareholder

Against

Against


     

9

Report on Reducing Plastic Pollution

Shareholder

Against

Against

10

Report on Political Contributions and Expenditures

Shareholder

Against

Against

     

 

HONEYWELL INTERNATIONAL INC.
Meeting Date:  APR 25, 2022
Record Date:  FEB 25, 2022
Meeting Type:  ANNUAL

Ticker:  HON
Security ID:  438516106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director Darius Adamczyk

Management

For

For

1B

Elect Director Duncan B. Angove

Management

For

For

1C

Elect Director William S. Ayer

Management

For

For

1D

Elect Director Kevin Burke

Management

For

For

1E

Elect Director D. Scott Davis

Management

For

For

1F

Elect Director Deborah Flint

Management

For

For

1G

Elect Director Rose Lee

Management

For

For

1H

Elect Director Grace D. Lieblein

Management

For

For

1I

Elect Director George Paz

Management

For

For

1J

Elect Director Robin L. Washington

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Ratify Deloitte & Touche LLP as Auditor

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

5

Report on Climate Lobbying

Shareholder

Against

For

6

Report on Environmental and Social Due Diligence

Shareholder

Against

For

     

 

INTEL CORPORATION
Meeting Date:  MAY 12, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  INTC
Security ID:  458140100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Patrick P. Gelsinger

Management

For

For

1b

Elect Director James J. Goetz

Management

For

For

1c

Elect Director Andrea J. Goldsmith

Management

For

For

1d

Elect Director Alyssa H. Henry

Management

For

Against


     

1e

Elect Director Omar Ishrak

Management

For

Against

1f

Elect Director Risa Lavizzo-Mourey

Management

For

Against

1g

Elect Director Tsu-Jae King Liu

Management

For

For

1h

Elect Director Gregory D. Smith

Management

For

For

1i

Elect Director Dion J. Weisler

Management

For

Against

1j

Elect Director Frank D. Yeary

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Amend Omnibus Stock Plan

Management

For

Against

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Report on Third-Party Civil Rights Audit

Shareholder

Against

For

     

 

INTERNATIONAL BUSINESS MACHINES CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  FEB 25, 2022
Meeting Type:  ANNUAL

Ticker:  IBM
Security ID:  459200101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Thomas Buberl

Management

For

For

1b

Elect Director David N. Farr

Management

For

For

1c

Elect Director Alex Gorsky

Management

For

For

1d

Elect Director Michelle J. Howard

Management

For

For

1e

Elect Director Arvind Krishna

Management

For

For

1f

Elect Director Andrew N. Liveris

Management

For

For

1g

Elect Director Frederick William McNabb, III

Management

For

For

1h

Elect Director Martha E. Pollack

Management

For

For

1i

Elect Director Joseph R. Swedish

Management

For

For

1j

Elect Director Peter R. Voser

Management

For

For

1k

Elect Director Frederick H. Waddell

Management

For

For

1l

Elect Director Alfred W. Zollar

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

5

Require Independent Board Chair

Shareholder

Against

For

6

Report on Concealment Clauses

Shareholder

Against

For


     

 

INTERNATIONAL PAPER COMPANY
Meeting Date:  MAY 09, 2022
Record Date:  MAR 10, 2022
Meeting Type:  ANNUAL

Ticker:  IP
Security ID:  460146103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Christopher M. Connor

Management

For

For

1b

Elect Director Ahmet C. Dorduncu

Management

For

For

1c

Elect Director Ilene S. Gordon

Management

For

For

1d

Elect Director Anders Gustafsson

Management

For

For

1e

Elect Director Jacqueline C. Hinman

Management

For

For

1f

Elect Director Clinton A. Lewis, Jr.

Management

For

For

1g

Elect Director Donald G. (DG) Macpherson

Management

For

For

1h

Elect Director Kathryn D. Sullivan

Management

For

For

1i

Elect Director Mark S. Sutton

Management

For

For

1j

Elect Director Anton V. Vincent

Management

For

For

1k

Elect Director Ray G. Young

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Require Independent Board Chair

Shareholder

Against

For

5

Report on Costs and Benefits of Environmental Related Expenditures

Shareholder

Against

Against

     

 

JOHNSON & JOHNSON
Meeting Date:  APR 28, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  JNJ
Security ID:  478160104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Darius Adamczyk

Management

For

For

1b

Elect Director Mary C. Beckerle

Management

For

For

1c

Elect Director D. Scott Davis

Management

For

For

1d

Elect Director Ian E. L. Davis

Management

For

For

1e

Elect Director Jennifer A. Doudna

Management

For

For

1f

Elect Director Joaquin Duato

Management

For

For

1g

Elect Director Alex Gorsky

Management

For

For

1h

Elect Director Marillyn A. Hewson

Management

For

For


     

1i

Elect Director Hubert Joly

Management

For

For

1j

Elect Director Mark B. McClellan

Management

For

For

1k

Elect Director Anne M. Mulcahy

Management

For

For

1l

Elect Director A. Eugene Washington

Management

For

For

1m

Elect Director Mark A. Weinberger

Management

For

For

1n

Elect Director Nadja Y. West

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Approve Omnibus Stock Plan

Management

For

For

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution*

Shareholder

None

None

6

Report on a Civil Rights, Equity, Diversity and Inclusion Audit

Shareholder

Against

Against

7

Oversee and Report a Racial Equity Audit

Shareholder

Against

For

8

Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics

Shareholder

Against

For

9

Report on Public Health Costs of Limited Sharing of Vaccine Technology

Shareholder

Against

Against

10

Discontinue Global Sales of Baby Powder Containing Talc

Shareholder

Against

Against

11

Report on Charitable Contributions

Shareholder

Against

Against

12

Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements

Shareholder

Against

Against

13

Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics

Shareholder

Against

Against

14

Consider Pay Disparity Between Executives and Other Employees

Shareholder

Against

Against

     

 

JPMORGAN CHASE & CO.
Meeting Date:  MAY 17, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  JPM
Security ID:  46625H100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Linda B. Bammann

Management

For

For

1b

Elect Director Stephen B. Burke

Management

For

For


     

1c

Elect Director Todd A. Combs

Management

For

For

1d

Elect Director James S. Crown

Management

For

For

1e

Elect Director James Dimon

Management

For

For

1f

Elect Director Timothy P. Flynn

Management

For

For

1g

Elect Director Mellody Hobson

Management

For

For

1h

Elect Director Michael A. Neal

Management

For

For

1i

Elect Director Phebe N. Novakovic

Management

For

For

1j

Elect Director Virginia M. Rometty

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Adopt Fossil Fuel Financing Policy Consistent with IEA's Net Zero 2050 Scenario

Shareholder

Against

Against

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Require Independent Board Chair

Shareholder

Against

Against

7

Disclose Director Skills and Qualifications Including Ideological Perspectives

Shareholder

Against

Against

8

Amend Certificate of Incorporation to Become a Public Benefit Corporation

Shareholder

Against

Against

9

Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments

Shareholder

Against

Against

     

 

LOCKHEED MARTIN CORPORATION
Meeting Date:  APR 21, 2022
Record Date:  FEB 25, 2022
Meeting Type:  ANNUAL

Ticker:  LMT
Security ID:  539830109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Daniel F. Akerson

Management

For

For

1.2

Elect Director David B. Burritt

Management

For

For

1.3

Elect Director Bruce A. Carlson

Management

For

For

1.4

Elect Director John M. Donovan

Management

For

For

1.5

Elect Director Joseph F. Dunford, Jr.

Management

For

For

1.6

Elect Director James O. Ellis, Jr.

Management

For

For

1.7

Elect Director Thomas J. Falk

Management

For

For

1.8

Elect Director Ilene S. Gordon

Management

For

For

1.9

Elect Director Vicki A. Hollub

Management

For

For


     

1.10

Elect Director Jeh C. Johnson

Management

For

For

1.11

Elect Director Debra L. Reed-Klages

Management

For

For

1.12

Elect Director James D. Taiclet

Management

For

For

1.13

Elect Director Patricia E. Yarrington

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

5

Report on Human Rights Impact Assessment

Shareholder

Against

For

     

 

MERCK & CO., INC.
Meeting Date:  MAY 24, 2022
Record Date:  MAR 25, 2022
Meeting Type:  ANNUAL

Ticker:  MRK
Security ID:  58933Y105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Douglas M. Baker, Jr.

Management

For

For

1b

Elect Director Mary Ellen Coe

Management

For

For

1c

Elect Director Pamela J. Craig

Management

For

For

1d

Elect Director Robert M. Davis

Management

For

For

1e

Elect Director Kenneth C. Frazier

Management

For

For

1f

Elect Director Thomas H. Glocer

Management

For

For

1g

Elect Director Risa J. Lavizzo-Mourey

Management

For

For

1h

Elect Director Stephen L. Mayo

Management

For

For

1i

Elect Director Paul B. Rothman

Management

For

For

1j

Elect Director Patricia F. Russo

Management

For

For

1k

Elect Director Christine E. Seidman

Management

For

For

1l

Elect Director Inge G. Thulin

Management

For

For

1m

Elect Director Kathy J. Warden

Management

For

For

1n

Elect Director Peter C. Wendell

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Require Independent Board Chair

Shareholder

Against

For

5

Report on Access to COVID-19 Products

Shareholder

Against

Against

6

Report on Lobbying Payments and Policy

Shareholder

Against

Against

 

 


     

METLIFE, INC.
Meeting Date:  JUN 21, 2022
Record Date:  APR 22, 2022
Meeting Type:  ANNUAL

Ticker:  MET
Security ID:  59156R108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Cheryl W. Grise

Management

For

For

1b

Elect Director Carlos M. Gutierrez

Management

For

For

1c

Elect Director Carla A. Harris

Management

For

For

1d

Elect Director Gerald L. Hassell

Management

For

For

1e

Elect Director David L. Herzog

Management

For

For

1f

Elect Director R. Glenn Hubbard

Management

For

For

1g

Elect Director Edward J. Kelly, III

Management

For

For

1h

Elect Director William E. Kennard

Management

For

For

1i

Elect Director Michel A. Khalaf

Management

For

For

1j

Elect Director Catherine R. Kinney

Management

For

For

1k

Elect Director Diana L. McKenzie

Management

For

For

1l

Elect Director Denise M. Morrison

Management

For

For

1m

Elect Director Mark A. Weinberger

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

MORGAN STANLEY
Meeting Date:  MAY 26, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  MS
Security ID:  617446448

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Alistair Darling

Management

For

For

1b

Elect Director Thomas H. Glocer

Management

For

For

1c

Elect Director James P. Gorman

Management

For

For

1d

Elect Director Robert H. Herz

Management

For

For

1e

Elect Director Erika H. James

Management

For

For

1f

Elect Director Hironori Kamezawa

Management

For

For

1g

Elect Director Shelley B. Leibowitz

Management

For

For

1h

Elect Director Stephen J. Luczo

Management

For

For

1i

Elect Director Jami Miscik

Management

For

For


     

1j

Elect Director Masato Miyachi

Management

For

For

1k

Elect Director Dennis M. Nally

Management

For

For

1l

Elect Director Mary L. Schapiro

Management

For

For

1m

Elect Director Perry M. Traquina

Management

For

For

1n

Elect Director Rayford Wilkins, Jr.

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Adopt Fossil Fuel Lending and Underwriting Policy Consistent with IEA's Net Zero 2050 Scenario

Shareholder

Against

Against

     

 

MULTIPLAN CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  FEB 24, 2022
Meeting Type:  ANNUAL

Ticker:  MPLN
Security ID:  62548M100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Glenn R. August

Management

For

Withhold

1.2

Elect Director Richard A. Clarke

Management

For

Withhold

1.3

Elect Director Julie D. Klapstein

Management

For

Withhold

1.4

Elect Director P. Hunter Philbrick

Management

For

Withhold

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

NOVARTIS AG
Meeting Date:  MAR 04, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  NOVN
Security ID:  H5820Q150

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Discharge of Board and Senior Management

Management

For

For

3

Approve Allocation of Income and Dividends of CHF 3.10 per Share

Management

For

For

4

Approve CHF 15.3 Million Reduction in

Management

For

For


     
 

Share Capital via Cancellation of Repurchased Shares

   

5

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

Management

For

For

6.1

Approve Remuneration of Directors in the Amount of CHF 8.6 Million

Management

For

For

6.2

Approve Maximum Remuneration of Executive Committee in the Amount of CHF 91 Million

Management

For

For

6.3

Approve Remuneration Report

Management

For

For

7.1

Reelect Joerg Reinhardt as Director and Board Chairman

Management

For

For

7.2

Reelect Nancy Andrews as Director

Management

For

For

7.3

Reelect Ton Buechner as Director

Management

For

For

7.4

Reelect Patrice Bula as Director

Management

For

For

7.5

Reelect Elizabeth Doherty as Director

Management

For

For

7.6

Reelect Bridgette Heller as Director

Management

For

For

7.7

Reelect Frans van Houten as Director

Management

For

For

7.8

Reelect Simon Moroney as Director

Management

For

For

7.9

Reelect Andreas von Planta as Director

Management

For

For

7.10

Reelect Charles Sawyers as Director

Management

For

For

7.11

Reelect William Winters as Director

Management

For

For

7.12

Elect Ana de Pro Gonzalo as Director

Management

For

For

7.13

Elect Daniel Hochstrasser as Director

Management

For

For

8.1

Reappoint Patrice Bula as Member of the Compensation Committee

Management

For

For

8.2

Reappoint Bridgette Heller as Member of the Compensation Committee

Management

For

For

8.3

Reappoint Simon Moroney as Member of the Compensation Committee

Management

For

For

8.4

Reappoint William Winters as Member of the Compensation Committee

Management

For

For

9

Ratify KPMG AG as Auditors

Management

For

For

10

Designate Peter Zahn as Independent Proxy

Management

For

For

11

Transact Other Business (Voting)

Management

For

Against

 

 

PEPSICO, INC.
Meeting Date:  MAY 04, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  PEP
Security ID:  713448108


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Segun Agbaje

Management

For

For

1b

Elect Director Shona L. Brown

Management

For

For

1c

Elect Director Cesar Conde

Management

For

For

1d

Elect Director Ian Cook

Management

For

For

1e

Elect Director Edith W. Cooper

Management

For

For

1f

Elect Director Dina Dublon

Management

For

For

1g

Elect Director Michelle Gass

Management

For

For

1h

Elect Director Ramon L. Laguarta

Management

For

For

1i

Elect Director Dave Lewis

Management

For

For

1j

Elect Director David C. Page

Management

For

For

1k

Elect Director Robert C. Pohlad

Management

For

For

1l

Elect Director Daniel Vasella

Management

For

For

1m

Elect Director Darren Walker

Management

For

For

1n

Elect Director Alberto Weisser

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Require Independent Board Chair

Shareholder

Against

Against

5

Report on Global Public Policy and Political Influence

Shareholder

Against

Against

6

Report on Public Health Costs of Food and Beverages Products

Shareholder

Against

Against

     

 

PFIZER INC.
Meeting Date:  APR 28, 2022
Record Date:  MAR 02, 2022
Meeting Type:  ANNUAL

Ticker:  PFE
Security ID:  717081103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ronald E. Blaylock

Management

For

For

1.2

Elect Director Albert Bourla

Management

For

For

1.3

Elect Director Susan Desmond-Hellmann

Management

For

For

1.4

Elect Director Joseph J. Echevarria

Management

For

For

1.5

Elect Director Scott Gottlieb

Management

For

For

1.6

Elect Director Helen H. Hobbs

Management

For

For

1.7

Elect Director Susan Hockfield

Management

For

For

1.8

Elect Director Dan R. Littman

Management

For

For


     

1.9

Elect Director Shantanu Narayen

Management

For

For

1.10

Elect Director Suzanne Nora Johnson

Management

For

For

1.11

Elect Director James Quincey

Management

For

For

1.12

Elect Director James C. Smith

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Proxy Access Right

Shareholder

Against

For

5

Report on Congruency of Political Electioneering Expenditures with Company Values and Policies

Shareholder

Against

Against

6

Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production

Shareholder

Against

For

7

Report on Board Oversight of Risks Related to Anticompetitive Practices

Shareholder

Against

For

8

Report on Public Health Costs of Limited Sharing of Vaccine Technology

Shareholder

Against

Against

     

 

PG&E CORPORATION
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  PCG
Security ID:  69331C108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Rajat Bahri

Management

For

For

1.2

Elect Director Jessica L. Denecour

Management

For

For

1.3

Elect Director Mark E. Ferguson, III

Management

For

For

1.4

Elect Director Robert C. Flexon

Management

For

For

1.5

Elect Director W. Craig Fugate

Management

For

For

1.6

Elect Director Patricia K. Poppe

Management

For

For

1.7

Elect Director Dean L. Seavers

Management

For

For

1.8

Elect Director William L. Smith

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte and Touche LLP as Auditors

Management

For

For

4

Amend the Articles of Incorporation

Management

For

For

 

 

PHILIP MORRIS INTERNATIONAL INC
Meeting Date:  MAY 04, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL


     

Ticker:  PM
Security ID:  718172109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Brant Bonin Bough

Management

For

For

1b

Elect Director Andre Calantzopoulos

Management

For

For

1c

Elect Director Michel Combes

Management

For

For

1d

Elect Director Juan Jose Daboub

Management

For

For

1e

Elect Director Werner Geissler

Management

For

For

1f

Elect Director Lisa A. Hook

Management

For

For

1g

Elect Director Jun Makihara

Management

For

For

1h

Elect Director Kalpana Morparia

Management

For

For

1i

Elect Director Lucio A. Noto

Management

For

For

1j

Elect Director Jacek Olczak

Management

For

For

1k

Elect Director Frederik Paulsen

Management

For

For

1l

Elect Director Robert B. Polet

Management

For

For

1m

Elect Director Dessislava Temperley

Management

For

For

1n

Elect Director Shlomo Yanai

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Approve Omnibus Stock Plan

Management

For

For

4

Ratify PricewaterhouseCoopers SA as Auditors

Management

For

For

5

Phase Out Production of Health-Hazardous and Addictive Products

Shareholder

Against

Against

     

 

PPL CORPORATION
Meeting Date:  MAY 18, 2022
Record Date:  FEB 28, 2022
Meeting Type:  ANNUAL

Ticker:  PPL
Security ID:  69351T106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Arthur P. Beattie

Management

For

For

1b

Elect Director Raja Rajamannar

Management

For

For

1c

Elect Director Heather B. Redman

Management

For

For

1d

Elect Director Craig A. Rogerson

Management

For

For

1e

Elect Director Vincent Sorgi

Management

For

For

1f

Elect Director Natica von Althann

Management

For

For

1g

Elect Director Keith H. Williamson

Management

For

For

1h

Elect Director Phoebe A. Wood

Management

For

For


     

1i

Elect Director Armando Zagalo de Lima

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

RAYTHEON TECHNOLOGIES CORPORATION
Meeting Date:  APR 25, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  RTX
Security ID:  75513E101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Tracy A. Atkinson

Management

For

For

1b

Elect Director Bernard A. Harris, Jr.

Management

For

For

1c

Elect Director Gregory J. Hayes

Management

For

Against

1d

Elect Director George R. Oliver

Management

For

For

1e

Elect Director Robert K. (Kelly) Ortberg

Management

For

For

1f

Elect Director Margaret L. O'Sullivan

Management

For

For

1g

Elect Director Dinesh C. Paliwal

Management

For

For

1h

Elect Director Ellen M. Pawlikowski

Management

For

For

1i

Elect Director Denise L. Ramos

Management

For

For

1j

Elect Director Fredric G. Reynolds

Management

For

For

1k

Elect Director Brian C. Rogers

Management

For

For

1l

Elect Director James A. Winnefeld, Jr.

Management

For

For

1m

Elect Director Robert O. Work

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Reduce Supermajority Vote Requirement

Management

For

For

     

 

RIO TINTO PLC
Meeting Date:  APR 08, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  RIO
Security ID:  767204100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report for UK Law

Management

For

For


     
 

Purposes

   

3

Approve Remuneration Report for Australian Law Purposes

Management

For

For

4

Elect Dominic Barton as Director

Management

For

For

5

Elect Peter Cunningham as Director

Management

For

For

6

Elect Ben Wyatt as Director

Management

For

For

7

Re-elect Megan Clark as Director

Management

For

Against

8

Re-elect Simon Henry as Director

Management

For

Against

9

Re-elect Sam Laidlaw as Director

Management

For

Against

10

Re-elect Simon McKeon as Director

Management

For

Against

11

Re-elect Jennifer Nason as Director

Management

For

Against

12

Re-elect Jakob Stausholm as Director

Management

For

For

13

Re-elect Ngaire Woods as Director

Management

For

Against

14

Reappoint KPMG LLP as Auditors

Management

For

For

15

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

16

Authorise UK Political Donations and Expenditure

Management

For

For

17

Approve Climate Action Plan

Management

For

Against

18

Authorise Issue of Equity

Management

For

For

19

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

20

Authorise Market Purchase of Ordinary Shares

Management

For

For

21

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

Management

For

For

22

Approve the Spill Resolution

Management

Against

Against

     

 

ROYAL DUTCH SHELL PLC
Meeting Date:  DEC 10, 2021
Record Date:  NOV 26, 2021
Meeting Type:  SPECIAL

Ticker:  RDSA
Security ID:  780259206

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt New Articles of Association

Management

For

For

 

 

SEMPRA ENERGY
Meeting Date:  MAY 13, 2022
Record Date:  MAR 17, 2022
Meeting Type:  ANNUAL

Ticker:  SRE


     

Security ID:  816851109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Alan L. Boeckmann

Management

For

For

1b

Elect Director Andres Conesa

Management

For

For

1c

Elect Director Maria Contreras-Sweet

Management

For

For

1d

Elect Director Pablo A. Ferrero

Management

For

For

1e

Elect Director Jeffrey W. Martin

Management

For

For

1f

Elect Director Bethany J. Mayer

Management

For

For

1g

Elect Director Michael N. Mears

Management

For

For

1h

Elect Director Jack T. Taylor

Management

For

For

1i

Elect Director Cynthia L. Walker

Management

For

For

1j

Elect Director Cynthia J. Warner

Management

For

For

1k

Elect Director James C. Yardley

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Require Independent Board Chair

Shareholder

Against

Against

     

 

SHELL PLC
Meeting Date:  MAY 24, 2022
Record Date:  APR 11, 2022
Meeting Type:  ANNUAL

Ticker:  SHEL
Security ID:  780259305

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

For

3

Elect Sinead Gorman as Director

Management

For

For

4

Re-elect Ben van Beurden as Director

Management

For

For

5

Re-elect Dick Boer as Director

Management

For

For

6

Re-elect Neil Carson as Director

Management

For

For

7

Re-elect Ann Godbehere as Director

Management

For

For

8

Re-elect Euleen Goh as Director

Management

For

For

9

Re-elect Jane Lute as Director

Management

For

For

10

Re-elect Catherine Hughes as Director

Management

For

For

11

Re-elect Martina Hund-Mejean as Director

Management

For

For

12

Re-elect Sir Andrew Mackenzie as Director

Management

For

Against

13

Re-elect Abraham Schot as Director

Management

For

For


     

14

Reappoint Ernst & Young LLP as Auditors

Management

For

For

15

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Authorise Off-Market Purchase of Ordinary Shares

Management

For

For

20

Approve the Shell Energy Transition Progress Update

Management

For

Against

21

Request Shell to Set and Publish Targets for Greenhouse Gas (GHG) Emissions

Shareholder

Against

For

     

 

SIEMENS AG
Meeting Date:  FEB 10, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  SIE
Security ID:  D69671218

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Receive Financial Statements and Statutory Reports for Fiscal Year 2020/21 (Non-Voting)

Management

None

None

2

Approve Allocation of Income and Dividends of EUR 4.00 per Share

Management

For

For

3.1

Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2020/21

Management

For

For

3.2

Approve Discharge of Management Board Member Klaus Helmrich (until March 31, 2021) for Fiscal Year 2020/21

Management

For

For

3.3

Approve Discharge of Management Board Member Joe Kaeser (until Feb. 3, 2021) for Fiscal Year 2020/21

Management

For

For

3.4

Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2020/21

Management

For

For

3.5

Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2020/21

Management

For

For

3.6

Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2020/21

Management

For

For

3.7

Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2020/21

Management

For

For


     

4.1

Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2020/21

Management

For

For

4.2

Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2020/21

Management

For

For

4.3

Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2020/21

Management

For

For

4.4

Approve Discharge of Supervisory Board Member Tobias Baeumler (from Oct. 16, 2020) for Fiscal Year 2020/21

Management

For

For

4.5

Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2020/21

Management

For

For

4.6

Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2020/21

Management

For

For

4.7

Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2020/21

Management

For

For

4.8

Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2020/21

Management

For

For

4.9

Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2020/21

Management

For

For

4.10

Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller (until Feb. 3, 2021) for Fiscal Year 2020/21

Management

For

For

4.11

Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2020/21

Management

For

For

4.12

Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2020/21

Management

For

For

4.13

Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2020/21

Management

For

For

4.14

Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2020/21

Management

For

For

4.15

Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2020/21

Management

For

For

4.16

Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2020/21

Management

For

For

4.17

Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2020/21

Management

For

For


     

4.18

Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2020/21

Management

For

For

4.19

Approve Discharge of Supervisory Board Member Grazia Vittadini (from Feb. 3, 2021) for Fiscal Year 2020/21

Management

For

For

4.20

Approve Discharge of Supervisory Board Member Werner Wenning (until Feb. 3, 2021) for Fiscal Year 2020/21

Management

For

For

4.21

Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2020/21

Management

For

For

4.22

Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2020/21

Management

For

For

5

Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021/22

Management

For

For

6

Approve Remuneration Report

Management

For

For

     

 

TELUS CORPORATION
Meeting Date:  MAY 06, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  T
Security ID:  87971M103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director R. H. (Dick) Auchinleck

Management

For

For

1.2

Elect Director Raymond T. Chan

Management

For

For

1.3

Elect Director Hazel Claxton

Management

For

For

1.4

Elect Director Lisa de Wilde

Management

For

For

1.5

Elect Director Victor Dodig

Management

For

For

1.6

Elect Director Darren Entwistle

Management

For

For

1.7

Elect Director Thomas E. Flynn

Management

For

For

1.8

Elect Director Mary Jo Haddad

Management

For

For

1.9

Elect Director Kathy Kinloch

Management

For

For

1.10

Elect Director Christine Magee

Management

For

For

1.11

Elect Director John Manley

Management

For

For

1.12

Elect Director David Mowat

Management

For

For

1.13

Elect Director Marc Parent

Management

For

For

1.14

Elect Director Denise Pickett

Management

For

For

1.15

Elect Director W. Sean Willy

Management

For

For


     

2

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

Management

For

For

3

Advisory Vote on Executive Compensation Approach

Management

For

For

4

Re-approve Shareholder Rights Plan

Management

For

For

     

 

TEXAS INSTRUMENTS INCORPORATED
Meeting Date:  APR 28, 2022
Record Date:  MAR 02, 2022
Meeting Type:  ANNUAL

Ticker:  TXN
Security ID:  882508104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mark A. Blinn

Management

For

For

1b

Elect Director Todd M. Bluedorn

Management

For

For

1c

Elect Director Janet F. Clark

Management

For

For

1d

Elect Director Carrie S. Cox

Management

For

For

1e

Elect Director Martin S. Craighead

Management

For

For

1f

Elect Director Jean M. Hobby

Management

For

For

1g

Elect Director Michael D. Hsu

Management

For

For

1h

Elect Director Haviv Ilan

Management

For

For

1i

Elect Director Ronald Kirk

Management

For

For

1j

Elect Director Pamela H. Patsley

Management

For

For

1k

Elect Director Robert E. Sanchez

Management

For

For

1l

Elect Director Richard K. Templeton

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

     

 

THE COCA-COLA COMPANY
Meeting Date:  APR 26, 2022
Record Date:  FEB 25, 2022
Meeting Type:  ANNUAL

Ticker:  KO
Security ID:  191216100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Herb Allen

Management

For

For

1.2

Elect Director Marc Bolland

Management

For

For

1.3

Elect Director Ana Botin

Management

For

For


     

1.4

Elect Director Christopher C. Davis

Management

For

For

1.5

Elect Director Barry Diller

Management

For

For

1.6

Elect Director Helene D. Gayle

Management

For

For

1.7

Elect Director Alexis M. Herman

Management

For

For

1.8

Elect Director Maria Elena Lagomasino

Management

For

For

1.9

Elect Director James Quincey

Management

For

For

1.10

Elect Director Caroline J. Tsay

Management

For

For

1.11

Elect Director David B. Weinberg

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

4

Report on External Public Health Costs

Shareholder

Against

For

5

Report on Global Public Policy and Political Influence

Shareholder

Against

For

6

Require Independent Board Chair

Shareholder

Against

For

     

 

THE HOME DEPOT, INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  HD
Security ID:  437076102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Gerard J. Arpey

Management

For

For

1b

Elect Director Ari Bousbib

Management

For

For

1c

Elect Director Jeffery H. Boyd

Management

For

For

1d

Elect Director Gregory D. Brenneman

Management

For

For

1e

Elect Director J. Frank Brown

Management

For

For

1f

Elect Director Albert P. Carey

Management

For

For

1g

Elect Director Edward P. Decker

Management

For

For

1h

Elect Director Linda R. Gooden

Management

For

For

1i

Elect Director Wayne M. Hewett

Management

For

For

1j

Elect Director Manuel Kadre

Management

For

For

1k

Elect Director Stephanie C. Linnartz

Management

For

For

1l

Elect Director Craig A. Menear

Management

For

For

1m

Elect Director Paula Santilli

Management

For

For

1n

Elect Director Caryn Seidman-Becker

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For


     

4

Amend Omnibus Stock Plan

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Require Independent Board Chair

Shareholder

Against

For

7

Report on Congruency of Political Spending with Company Values and Priorities

Shareholder

Against

For

8

Report on Steps to Improve Gender and Racial Equity on the Board

Shareholder

Against

For

9

Report on Efforts to Eliminate Deforestation in Supply Chain

Shareholder

Against

For

10

Oversee and Report a Racial Equity Audit

Shareholder

Against

For

     

 

THE PROCTER & GAMBLE COMPANY
Meeting Date:  OCT 12, 2021
Record Date:  AUG 13, 2021
Meeting Type:  ANNUAL

Ticker:  PG
Security ID:  742718109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director B. Marc Allen

Management

For

For

1b

Elect Director Angela F. Braly

Management

For

Against

1c

Elect Director Amy L. Chang

Management

For

For

1d

Elect Director Joseph Jimenez

Management

For

For

1e

Elect Director Christopher Kempczinski

Management

For

For

1f

Elect Director Debra L. Lee

Management

For

For

1g

Elect Director Terry J. Lundgren

Management

For

For

1h

Elect Director Christine M. McCarthy

Management

For

For

1i

Elect Director Jon R. Moeller

Management

For

For

1j

Elect Director David S. Taylor

Management

For

For

1k

Elect Director Margaret C. Whitman

Management

For

For

1l

Elect Director Patricia A. Woertz

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates

Shareholder

Against

Against

 

 

THE SOUTHERN COMPANY
Meeting Date:  MAY 25, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL


     

Ticker:  SO
Security ID:  842587107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Janaki Akella

Management

For

For

1b

Elect Director Henry A. Clark, III

Management

For

For

1c

Elect Director Anthony F. Earley, Jr.

Management

For

For

1d

Elect Director Thomas A. Fanning

Management

For

For

1e

Elect Director David J. Grain

Management

For

For

1f

Elect Director Colette D. Honorable

Management

For

For

1g

Elect Director Donald M. James

Management

For

For

1h

Elect Director John D. Johns

Management

For

For

1i

Elect Director Dale E. Klein

Management

For

For

1j

Elect Director Ernest J. Moniz

Management

For

For

1k

Elect Director William G. Smith, Jr.

Management

For

For

1l

Elect Director Kristine L. Svinicki

Management

For

For

1m

Elect Director E. Jenner Wood, III

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Adopt Simple Majority Vote

Shareholder

For

For

     

 

TOTALENERGIES SE
Meeting Date:  MAY 25, 2022
Record Date:  APR 20, 2022
Meeting Type:  ANNUAL/SPECIAL

Ticker:  TTE
Security ID:  89151E109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Financial Statements and Statutory Reports

Management

For

For

2

Approve Consolidated Financial Statements and Statutory Reports

Management

For

For

3

Approve Allocation of Income and Dividends of EUR 2.64 per Share

Management

For

For

4

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

5

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

Management

For

For

6

Reelect Lise Croteau as Director

Management

For

Against


     

7

Reelect Maria van der Hoeven as Director

Management

For

Against

8

Reelect Jean Lemierre as Director

Management

For

Against

9

Elect Emma De Jonge as Representative of Employee Shareholders to the Board

Management

For

For

A

Elect Marina Delendik as Representative of Employee Shareholders to the Board

Management

Against

Against

B

Elect Alexandre Garrot as Representative of Employee Shareholders to the Board

Management

Against

Against

C

Elect Agueda Marin as Representative of Employee Shareholders to the Board

Management

Against

Against

10

Approve Compensation Report of Corporate Officers

Management

For

For

11

Approve Remuneration Policy of Directors

Management

For

For

12

Approve Compensation of Patrick Pouyanne, Chairman and CEO

Management

For

For

13

Approve Remuneration Policy of Chairman and CEO

Management

For

For

14

Renew Appointment of Ernst & Young Audit as Auditor

Management

For

For

15

Appoint Cabinet PricewaterhouseCoopers Audit as Auditor

Management

For

For

16

Approve Company's Sustainability and Climate Transition Plan

Management

For

Against

17

Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion

Management

For

For

18

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million

Management

For

For

19

Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million

Management

For

For

20

Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18 and 19

Management

For

For

21

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

Management

For

For


     

22

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

23

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

     

 

TRUIST FINANCIAL CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  FEB 17, 2022
Meeting Type:  ANNUAL

Ticker:  TFC
Security ID:  89832Q109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jennifer S. Banner

Management

For

For

1b

Elect Director K. David Boyer, Jr.

Management

For

For

1c

Elect Director Agnes Bundy Scanlan

Management

For

For

1d

Elect Director Anna R. Cablik

Management

For

For

1e

Elect Director Dallas S. Clement

Management

For

For

1f

Elect Director Paul D. Donahue

Management

For

For

1g

Elect Director Patrick C. Graney, III

Management

For

For

1h

Elect Director Linnie M. Haynesworth

Management

For

For

1i

Elect Director Kelly S. King

Management

For

For

1j

Elect Director Easter A. Maynard

Management

For

For

1k

Elect Director Donna S. Morea

Management

For

For

1l

Elect Director Charles A. Patton

Management

For

For

1m

Elect Director Nido R. Qubein

Management

For

For

1n

Elect Director David M. Ratcliffe

Management

For

For

1o

Elect Director William H. Rogers, Jr.

Management

For

For

1p

Elect Director Frank P. Scruggs, Jr.

Management

For

For

1q

Elect Director Christine Sears

Management

For

For

1r

Elect Director Thomas E. Skains

Management

For

For

1s

Elect Director Bruce L. Tanner

Management

For

For

1t

Elect Director Thomas N. Thompson

Management

For

For

1u

Elect Director Steven C. Voorhees

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Approve Omnibus Stock Plan

Management

For

For

5

Approve Qualified Employee Stock Purchase Plan

Management

For

For

6

Require Independent Board Chair

Shareholder

Against

For


     

 

U.S. BANCORP
Meeting Date:  APR 19, 2022
Record Date:  FEB 22, 2022
Meeting Type:  ANNUAL

Ticker:  USB
Security ID:  902973304

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Warner L. Baxter

Management

For

For

1b

Elect Director Dorothy J. Bridges

Management

For

For

1c

Elect Director Elizabeth L. Buse

Management

For

For

1d

Elect Director Andrew Cecere

Management

For

For

1e

Elect Director Kimberly N. Ellison-Taylor

Management

For

For

1f

Elect Director Kimberly J. Harris

Management

For

For

1g

Elect Director Roland A. Hernandez

Management

For

For

1h

Elect Director Olivia F. Kirtley

Management

For

For

1i

Elect Director Richard P. McKenney

Management

For

For

1j

Elect Director Yusuf I. Mehdi

Management

For

For

1k

Elect Director John P. Wiehoff

Management

For

For

1l

Elect Director Scott W. Wine

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

UNILEVER PLC
Meeting Date:  MAY 04, 2022
Record Date:  MAY 02, 2022
Meeting Type:  ANNUAL

Ticker:  ULVR
Security ID:  G92087165

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report

Management

For

For

3

Re-elect Nils Andersen as Director

Management

For

For

4

Re-elect Judith Hartmann as Director

Management

For

For

5

Re-elect Alan Jope as Director

Management

For

For

6

Re-elect Andrea Jung as Director

Management

For

For

7

Re-elect Susan Kilsby as Director

Management

For

For

8

Re-elect Strive Masiyiwa as Director

Management

For

For

9

Re-elect Youngme Moon as Director

Management

For

For


     

10

Re-elect Graeme Pitkethly as Director

Management

For

For

11

Re-elect Feike Sijbesma as Director

Management

For

For

12

Elect Adrian Hennah as Director

Management

For

For

13

Elect Ruby Lu as Director

Management

For

For

14

Reappoint KPMG LLP as Auditors

Management

For

For

15

Authorise Board to Fix Remuneration of Auditors

Management

For

For

16

Authorise UK Political Donations and Expenditure

Management

For

For

17

Authorise Issue of Equity

Management

For

For

18

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

19

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

Management

For

For

20

Authorise Market Purchase of Ordinary Shares

Management

For

For

21

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

Management

For

For

     

 

VERIZON COMMUNICATIONS INC.
Meeting Date:  MAY 12, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  VZ
Security ID:  92343V104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Shellye Archambeau

Management

For

For

1.2

Elect Director Roxanne Austin

Management

For

For

1.3

Elect Director Mark Bertolini

Management

For

For

1.4

Elect Director Melanie Healey

Management

For

For

1.5

Elect Director Laxman Narasimhan

Management

For

For

1.6

Elect Director Clarence Otis, Jr.

Management

For

For

1.7

Elect Director Daniel Schulman

Management

For

For

1.8

Elect Director Rodney Slater

Management

For

For

1.9

Elect Director Carol Tome

Management

For

For

1.10

Elect Director Hans Vestberg

Management

For

For

1.11

Elect Director Gregory Weaver

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For


     

4

Report on Charitable Contributions

Shareholder

Against

Against

5

Amend Senior Executive Compensation Clawback Policy

Shareholder

Against

For

6

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

Shareholder

Against

For

7

Report on Operations in Communist China

Shareholder

Against

Against

     

 

VISTRA CORP.
Meeting Date:  MAY 03, 2022
Record Date:  MAR 23, 2022
Meeting Type:  ANNUAL

Ticker:  VST
Security ID:  92840M102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Scott B. Helm

Management

For

For

1.2

Elect Director Hilary E. Ackermann

Management

For

For

1.3

Elect Director Arcilia C. Acosta

Management

For

For

1.4

Elect Director Gavin R. Baiera

Management

For

For

1.5

Elect Director Paul M. Barbas

Management

For

For

1.6

Elect Director Lisa Crutchfield

Management

For

For

1.7

Elect Director Brian K. Ferraioli

Management

For

For

1.8

Elect Director Jeff D. Hunter

Management

For

For

1.9

Elect Director Curtis A. Morgan

Management

For

For

1.10

Elect Director John R. (J.R.) Sult

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

VODAFONE GROUP PLC
Meeting Date:  JUL 27, 2021
Record Date:  JUL 23, 2021
Meeting Type:  ANNUAL

Ticker:  VOD
Security ID:  G93882192

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Elect Olaf Swantee as Director

Management

For

For

3

Re-elect Jean-Francois van Boxmeer as Director

Management

For

For

4

Re-elect Nick Read as Director

Management

For

For

5

Re-elect Margherita Della Valle as Director

Management

For

For


     

6

Re-elect Sir Crispin Davis as Director

Management

For

For

7

Re-elect Michel Demare as Director

Management

For

For

8

Re-elect Dame Clara Furse as Director

Management

For

For

9

Re-elect Valerie Gooding as Director

Management

For

For

10

Re-elect Maria Amparo Moraleda Martinez as Director

Management

For

For

11

Re-elect Sanjiv Ahuja as Director

Management

For

For

12

Re-elect David Nish as Director

Management

For

For

13

Approve Final Dividend

Management

For

For

14

Approve Remuneration Report

Management

For

For

15

Reappoint Ernst & Young LLP as Auditors

Management

For

For

16

Authorise the Audit and Risk Committee to Fix Remuneration of Auditors

Management

For

For

17

Authorise Issue of Equity

Management

For

For

18

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

19

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

Management

For

For

20

Authorise Market Purchase of Ordinary Shares

Management

For

For

21

Adopt New Articles of Association

Management

For

For

22

Authorise UK Political Donations and Expenditure

Management

For

For

23

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

Management

For

For

     

 

WALMART INC.
Meeting Date:  JUN 01, 2022
Record Date:  APR 08, 2022
Meeting Type:  ANNUAL

Ticker:  WMT
Security ID:  931142103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Cesar Conde

Management

For

For

1b

Elect Director Timothy P. Flynn

Management

For

For

1c

Elect Director Sarah J. Friar

Management

For

For

1d

Elect Director Carla A. Harris

Management

For

For

1e

Elect Director Thomas W. Horton

Management

For

For

1f

Elect Director Marissa A. Mayer

Management

For

For

1g

Elect Director C. Douglas McMillon

Management

For

For


     

1h

Elect Director Gregory B. Penner

Management

For

Against

1i

Elect Director Randall L. Stephenson

Management

For

For

1j

Elect Director S. Robson Walton

Management

For

For

1k

Elect Director Steuart L. Walton

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

4

Report on Animal Welfare Policies and Practices in Food Supply Chain

Shareholder

Against

For

5

Create a Pandemic Workforce Advisory Council

Shareholder

Against

For

6

Report on Impacts of Restrictive Reproductive Healthcare Legislation

Shareholder

Against

For

7

Report on Alignment of Racial Justice Goals and Starting Wages

Shareholder

Against

For

8

Report on a Civil Rights and Non-Discrimination Audit

Shareholder

Against

Against

9

Report on Charitable Contributions

Shareholder

Against

Against

10

Report on Lobbying Payments and Policy

Shareholder

Against

For

     

 

WEATHERFORD INTERNATIONAL PLC
Meeting Date:  JUN 02, 2022
Record Date:  APR 12, 2022
Meeting Type:  ANNUAL

Ticker:  WFRD
Security ID:  G48833118

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Benjamin C. Duster, IV

Management

For

For

1b

Elect Director Neal P. Goldman

Management

For

For

1c

Elect Director Jacqueline C. (Jackie) Mutschler

Management

For

For

1d

Elect Director Girishchandra K. Saligram

Management

For

For

1e

Elect Director Charles M. (Chuck) Sledge

Management

For

For

2

Ratify KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year


Franklin U.S. Government Securities Fund


There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.


Franklin Utilities Fund

     

 

ALLIANT ENERGY CORPORATION
Meeting Date:  MAY 19, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  LNT
Security ID:  018802108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director N. Joy Falotico

Management

For

For

1b

Elect Director John O. Larsen

Management

For

For

1c

Elect Director Thomas F. O'Toole

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

AMEREN CORPORATION
Meeting Date:  MAY 12, 2022
Record Date:  MAR 14, 2022
Meeting Type:  ANNUAL

Ticker:  AEE
Security ID:  023608102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Warner L. Baxter

Management

For

For

1b

Elect Director Cynthia J. Brinkley

Management

For

For

1c

Elect Director Catherine S. Brune

Management

For

For

1d

Elect Director J. Edward Coleman

Management

For

For

1e

Elect Director Ward H. Dickson

Management

For

For

1f

Elect Director Noelle K. Eder

Management

For

For

1g

Elect Director Ellen M. Fitzsimmons

Management

For

For

1h

Elect Director Rafael Flores

Management

For

For

1i

Elect Director Richard J. Harshman

Management

For

For

1j

Elect Director Craig S. Ivey

Management

For

For

1k

Elect Director James C. Johnson

Management

For

For

1l

Elect Director Martin J. Lyons, Jr.

Management

For

For


     

1m

Elect Director Steven H. Lipstein

Management

For

For

1n

Elect Director Leo S. Mackay, Jr.

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Approve Omnibus Stock Plan

Management

For

For

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

AMERICAN ELECTRIC POWER COMPANY, INC.
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  AEP
Security ID:  025537101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Nicholas K. Akins

Management

For

For

1.2

Elect Director David J. Anderson

Management

For

For

1.3

Elect Director J. Barnie Beasley, Jr.

Management

For

For

1.4

Elect Director Benjamin G. S. Fowke, III

Management

For

For

1.5

Elect Director Art A. Garcia

Management

For

For

1.6

Elect Director Linda A. Goodspeed

Management

For

For

1.7

Elect Director Sandra Beach Lin

Management

For

For

1.8

Elect Director Margaret M. McCarthy

Management

For

For

1.9

Elect Director Oliver G. Richard, III

Management

For

For

1.10

Elect Director Daryl Roberts

Management

For

For

1.11

Elect Director Sara Martinez Tucker

Management

For

For

1.12

Elect Director Lewis Von Thaer

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Authorize New Class of Preferred Stock

Management

For

For

4

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ATMOS ENERGY CORPORATION
Meeting Date:  FEB 09, 2022
Record Date:  DEC 13, 2021
Meeting Type:  ANNUAL

Ticker:  ATO
Security ID:  049560105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director J. Kevin Akers

Management

For

For

1b

Elect Director Kim R. Cocklin

Management

For

For

1c

Elect Director Kelly H. Compton

Management

For

For


     

1d

Elect Director Sean Donohue

Management

For

For

1e

Elect Director Rafael G. Garza

Management

For

For

1f

Elect Director Richard K. Gordon

Management

For

For

1g

Elect Director Nancy K. Quinn

Management

For

For

1h

Elect Director Richard A. Sampson

Management

For

For

1i

Elect Director Diana J. Walters

Management

For

For

1j

Elect Director Frank Yoho

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

BLACK HILLS CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  BKH
Security ID:  092113109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kathleen S. McAllister

Management

For

For

1.2

Elect Director Robert P. Otto

Management

For

For

1.3

Elect Director Mark A. Schober

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

     

 

CENTERPOINT ENERGY, INC.
Meeting Date:  APR 22, 2022
Record Date:  FEB 25, 2022
Meeting Type:  ANNUAL

Ticker:  CNP
Security ID:  15189T107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Wendy Montoya Cloonan

Management

For

For

1b

Elect Director Earl M. Cummings

Management

For

For

1c

Elect Director Christopher H. Franklin

Management

For

For

1d

Elect Director David J. Lesar

Management

For

For

1e

Elect Director Raquelle W. Lewis

Management

For

For

1f

Elect Director Martin H. Nesbitt

Management

For

For


     

1g

Elect Director Theodore F. Pound

Management

For

For

1h

Elect Director Phillip R. Smith

Management

For

For

1i

Elect Director Barry T. Smitherman

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Approve Omnibus Stock Plan

Management

For

For

     

 

CHENIERE ENERGY, INC.
Meeting Date:  MAY 12, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  LNG
Security ID:  16411R208

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director G. Andrea Botta

Management

For

For

1b

Elect Director Jack A. Fusco

Management

For

For

1c

Elect Director Vicky A. Bailey

Management

For

For

1d

Elect Director Patricia K. Collawn

Management

For

For

1e

Elect Director David B. Kilpatrick

Management

For

For

1f

Elect Director Lorraine Mitchelmore

Management

For

For

1g

Elect Director Scott Peak

Management

For

For

1h

Elect Director Donald F. Robillard, Jr.

Management

For

For

1i

Elect Director Neal A. Shear

Management

For

For

1j

Elect Director Andrew J. Teno

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

CLEARWAY ENERGY, INC.
Meeting Date:  APR 28, 2022
Record Date:  MAR 03, 2022
Meeting Type:  ANNUAL

Ticker:  CWEN
Security ID:  18539C204

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Jonathan Bram

Management

For

For

1.2

Elect Director Nathaniel Anschuetz

Management

For

For

1.3

Elect Director Brian R. Ford

Management

For

For

1.4

Elect Director Jennifer Lowry

Management

For

For

1.5

Elect Director Bruce MacLennan

Management

For

For


     

1.6

Elect Director Ferrell P. McClean

Management

For

Withhold

1.7

Elect Director Daniel B. More

Management

For

For

1.8

Elect Director E. Stanley O'Neal

Management

For

For

1.9

Elect Director Christopher S. Sotos

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Ernst & Young LLP as Auditors

Management

For

For

     

 

CMS ENERGY CORPORATION
Meeting Date:  MAY 06, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  CMS
Security ID:  125896100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jon E. Barfield

Management

For

For

1b

Elect Director Deborah H. Butler

Management

For

For

1c

Elect Director Kurt L. Darrow

Management

For

For

1d

Elect Director William D. Harvey

Management

For

For

1e

Elect Director Garrick J. Rochow

Management

For

For

1f

Elect Director John G. Russell

Management

For

For

1g

Elect Director Suzanne F. Shank

Management

For

For

1h

Elect Director Myrna M. Soto

Management

For

For

1i

Elect Director John G. Sznewajs

Management

For

For

1j

Elect Director Ronald J. Tanski

Management

For

For

1k

Elect Director Laura H. Wright

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

CONSOLIDATED EDISON, INC.
Meeting Date:  MAY 16, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  ED
Security ID:  209115104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Timothy P. Cawley

Management

For

For

1.2

Elect Director Ellen V. Futter

Management

For

For

1.3

Elect Director John F. Killian

Management

For

For

1.4

Elect Director Karol V. Mason

Management

For

For


     

1.5

Elect Director John McAvoy

Management

For

For

1.6

Elect Director Dwight A. McBride

Management

For

For

1.7

Elect Director William J. Mulrow

Management

For

For

1.8

Elect Director Armando J. Olivera

Management

For

For

1.9

Elect Director Michael W. Ranger

Management

For

For

1.10

Elect Director Linda S. Sanford

Management

For

For

1.11

Elect Director Deirdre Stanley

Management

For

For

1.12

Elect Director L. Frederick Sutherland

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

DOMINION ENERGY, INC.
Meeting Date:  MAY 11, 2022
Record Date:  MAR 04, 2022
Meeting Type:  ANNUAL

Ticker:  D
Security ID:  25746U109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director James A. Bennett

Management

For

For

1B

Elect Director Robert M. Blue

Management

For

For

1C

Elect Director Helen E. Dragas

Management

For

For

1D

Elect Director James O. Ellis, Jr.

Management

For

For

1E

Elect Director D. Maybank Hagood

Management

For

For

1F

Elect Director Ronald W. Jibson

Management

For

For

1G

Elect Director Mark J. Kington

Management

For

For

1H

Elect Director Joseph M. Rigby

Management

For

For

1I

Elect Director Pamela J. Royal

Management

For

For

1J

Elect Director Robert H. Spilman, Jr.

Management

For

For

1K

Elect Director Susan N. Story

Management

For

For

1L

Elect Director Michael E. Szymanczyk

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Amend Right to Call Special Meeting

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

6

Adopt Medium Term Scope 3 GHG Emissions Reduction Target

Shareholder

Against

Against

7

Report on the Risk of Natural Gas Stranded

Shareholder

None

For


     
 

Assets

   
     

 

DT MIDSTREAM, INC.
Meeting Date:  MAY 06, 2022
Record Date:  MAR 09, 2022
Meeting Type:  ANNUAL

Ticker:  DTM
Security ID:  23345M107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Robert Skaggs, Jr.

Management

For

For

1.2

Elect Director David Slater

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

DTE ENERGY COMPANY
Meeting Date:  MAY 05, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  DTE
Security ID:  233331107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director David A. Brandon

Management

For

For

1.2

Elect Director Charles G. McClure, Jr.

Management

For

For

1.3

Elect Director Gail J. McGovern

Management

For

For

1.4

Elect Director Mark A. Murray

Management

For

For

1.5

Elect Director Gerardo Norcia

Management

For

For

1.6

Elect Director Ruth G. Shaw

Management

For

For

1.7

Elect Director Robert C. Skaggs, Jr.

Management

For

For

1.8

Elect Director David A. Thomas

Management

For

For

1.9

Elect Director Gary H. Torgow

Management

For

For

1.10

Elect Director James H. Vandenberghe

Management

For

For

1.11

Elect Director Valerie M. Williams

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

5

Revise Net Zero by 2050 Goal to Include Full Scope 3 Value Chain Emissions

Shareholder

Against

Against


     

 

DUKE ENERGY CORPORATION
Meeting Date:  MAY 05, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  DUK
Security ID:  26441C204

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Derrick Burks

Management

For

For

1.2

Elect Director Annette K. Clayton

Management

For

For

1.3

Elect Director Theodore F. Craver, Jr.

Management

For

For

1.4

Elect Director Robert M. Davis

Management

For

For

1.5

Elect Director Caroline Dorsa

Management

For

For

1.6

Elect Director W. Roy Dunbar

Management

For

For

1.7

Elect Director Nicholas C. Fanandakis

Management

For

For

1.8

Elect Director Lynn J. Good

Management

For

For

1.9

Elect Director John T. Herron

Management

For

For

1.10

Elect Director Idalene F. Kesner

Management

For

For

1.11

Elect Director E. Marie McKee

Management

For

For

1.12

Elect Director Michael J. Pacilio

Management

For

For

1.13

Elect Director Thomas E. Skains

Management

For

For

1.14

Elect Director William E. Webster, Jr.

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

     

 

E.ON SE
Meeting Date:  MAY 12, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  EOAN
Security ID:  D24914133

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

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

Management

None

None

2

Approve Allocation of Income and Dividends of EUR 0.49 per Share

Management

For

For

3

Approve Discharge of Management Board for Fiscal Year 2021

Management

For

For


     

4

Approve Discharge of Supervisory Board for Fiscal Year 2021

Management

For

For

5.1

Ratify KPMG AG as Auditors for Fiscal Year 2022

Management

For

For

5.2

Ratify KPMG AG KPMG as Auditors for the Review of Interim Financial Statements for Fiscal Year 2022

Management

For

For

5.3

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

Management

For

For

6

Approve Remuneration Report

Management

For

For

     

 

EDISON INTERNATIONAL
Meeting Date:  APR 28, 2022
Record Date:  MAR 04, 2022
Meeting Type:  ANNUAL

Ticker:  EIX
Security ID:  281020107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jeanne Beliveau-Dunn

Management

For

For

1b

Elect Director Michael C. Camunez

Management

For

For

1c

Elect Director Vanessa C.L. Chang

Management

For

For

1d

Elect Director James T. Morris

Management

For

For

1e

Elect Director Timothy T. O'Toole

Management

For

For

1f

Elect Director Pedro J. Pizarro

Management

For

For

1g

Elect Director Marcy L. Reed

Management

For

For

1h

Elect Director Carey A. Smith

Management

For

For

1i

Elect Director Linda G. Stuntz

Management

For

For

1j

Elect Director Peter J. Taylor

Management

For

For

1k

Elect Director Keith Trent

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

EMERA INC.
Meeting Date:  MAY 26, 2022
Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  EMA
Security ID:  290876101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Scott C. Balfour

Management

For

For


     

1.2

Elect Director James V. Bertram

Management

For

For

1.3

Elect Director Henry E. Demone

Management

For

For

1.4

Elect Director Paula Y. Gold-Williams

Management

For

For

1.5

Elect Director Kent M. Harvey

Management

For

For

1.6

Elect Director B. Lynn Loewen

Management

For

For

1.7

Elect Director Ian E. Robertson

Management

For

For

1.8

Elect Director Andrea S. Rosen

Management

For

For

1.9

Elect Director Richard P. Sergel

Management

For

For

1.10

Elect Director M. Jacqueline Sheppard

Management

For

For

1.11

Elect Director Karen H. Sheriff

Management

For

For

1.12

Elect Director Jochen E. Tilk

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Authorize Board to Fix Remuneration of Auditors

Management

For

For

4

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

ENTERGY CORPORATION
Meeting Date:  MAY 06, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  ETR
Security ID:  29364G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John R. Burbank

Management

For

For

1b

Elect Director Patrick J. Condon

Management

For

For

1c

Elect Director Leo P. Denault

Management

For

For

1d

Elect Director Kirkland H. Donald

Management

For

For

1e

Elect Director Brian W. Ellis

Management

For

For

1f

Elect Director Philip L. Frederickson

Management

For

For

1g

Elect Director Alexis M. Herman

Management

For

For

1h

Elect Director M. Elise Hyland

Management

For

For

1i

Elect Director Stuart L. Levenick

Management

For

For

1j

Elect Director Blanche Lambert Lincoln

Management

For

For

1k

Elect Director Karen A. Puckett

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 

ESSENTIAL UTILITIES, INC.


     

Meeting Date:  MAY 04, 2022
Record Date:  MAR 07, 2022
Meeting Type:  ANNUAL

Ticker:  WTRG
Security ID:  29670G102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Elizabeth B. Amato

Management

For

For

1.2

Elect Director David A. Ciesinski

Management

For

For

1.3

Elect Director Christopher H. Franklin

Management

For

For

1.4

Elect Director Daniel J. Hilferty

Management

For

For

1.5

Elect Director Edwina Kelly

Management

For

For

1.6

Elect Director Ellen T. Ruff

Management

For

For

1.7

Elect Director Lee C. Stewart

Management

For

For

1.8

Elect Director Christopher C. Womack

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify the Amendment to the Bylaws to Require Shareholder Disclosure of Certain Derivative Securities Holdings

Management

For

For

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

EVERGY, INC.
Meeting Date:  MAY 03, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  EVRG
Security ID:  30034W106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1A

Elect Director David A. Campbell

Management

For

For

1B

Elect Director Thomas D. Hyde

Management

For

For

1C

Elect Director B. Anthony Isaac

Management

For

For

1D

Elect Director Paul M. Keglevic

Management

For

For

1E

Elect Director Mary L. Landrieu

Management

For

For

1F

Elect Director Sandra A.J. Lawrence

Management

For

For

1G

Elect Director Ann D. Murtlow

Management

For

For

1H

Elect Director Sandra J. Price

Management

For

For

1I

Elect Director Mark A. Ruelle

Management

For

For

1J

Elect Director James Scarola

Management

For

For

1K

Elect Director S. Carl Soderstrom, Jr.

Management

For

For

1L

Elect Director C. John Wilder

Management

For

For


     

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Amend Omnibus Stock Plan

Management

For

For

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

EVERSOURCE ENERGY
Meeting Date:  MAY 04, 2022
Record Date:  MAR 09, 2022
Meeting Type:  ANNUAL

Ticker:  ES
Security ID:  30040W108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Cotton M. Cleveland

Management

For

For

1.2

Elect Director James S. DiStasio

Management

For

For

1.3

Elect Director Francis A. Doyle

Management

For

For

1.4

Elect Director Linda Dorcena Forry

Management

For

For

1.5

Elect Director Gregory M. Jones

Management

For

For

1.6

Elect Director James J. Judge

Management

For

For

1.7

Elect Director John Y. Kim

Management

For

For

1.8

Elect Director Kenneth R. Leibler

Management

For

For

1.9

Elect Director David H. Long

Management

For

For

1.10

Elect Director Joseph R. Nolan, Jr.

Management

For

For

1.11

Elect Director William C. Van Faasen

Management

For

For

1.12

Elect Director Frederica M. Williams

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

EXELON CORPORATION
Meeting Date:  APR 26, 2022
Record Date:  MAR 01, 2022
Meeting Type:  ANNUAL

Ticker:  EXC
Security ID:  30161N101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Anthony Anderson

Management

For

For

1b

Elect Director Ann Berzin

Management

For

For

1c

Elect Director W. Paul Bowers

Management

For

For

1d

Elect Director Marjorie Rodgers Cheshire

Management

For

For

1e

Elect Director Christopher Crane

Management

For

For

1f

Elect Director Carlos Gutierrez

Management

For

For


     

1g

Elect Director Linda Jojo

Management

For

For

1h

Elect Director Paul Joskow

Management

For

For

1i

Elect Director John Young

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Report on Use of Child Labor in Supply Chain

Shareholder

Against

Against

     

 

FIRSTENERGY CORP.
Meeting Date:  MAY 17, 2022
Record Date:  MAR 18, 2022
Meeting Type:  ANNUAL

Ticker:  FE
Security ID:  337932107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Jana T. Croom

Management

For

For

1.2

Elect Director Steven J. Demetriou

Management

For

For

1.3

Elect Director Lisa Winston Hicks

Management

For

For

1.4

Elect Director Paul Kaleta

Management

For

For

1.5

Elect Director Sean T. Klimczak

Management

For

For

1.6

Elect Director Jesse A. Lynn

Management

For

For

1.7

Elect Director James F. O'Neil, III

Management

For

For

1.8

Elect Director John W. Somerhalder, II

Management

For

For

1.9

Elect Director Steven E. Strah

Management

For

For

1.10

Elect Director Andrew Teno

Management

For

For

1.11

Elect Director Leslie M. Turner

Management

For

For

1.12

Elect Director Melvin D. Williams

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Report on Child Labor Audit

Shareholder

Against

Against

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

 

 

MDU RESOURCES GROUP, INC.
Meeting Date:  MAY 10, 2022
Record Date:  MAR 11, 2022
Meeting Type:  ANNUAL

Ticker:  MDU


     

Security ID:  552690109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Thomas Everist

Management

For

For

1b

Elect Director Karen B. Fagg

Management

For

For

1c

Elect Director David L. Goodin

Management

For

For

1d

Elect Director Dennis W. Johnson

Management

For

For

1e

Elect Director Patricia L. Moss

Management

For

For

1f

Elect Director Dale S. Rosenthal

Management

For

For

1g

Elect Director Edward A. Ryan

Management

For

For

1h

Elect Director David M. Sparby

Management

For

For

1i

Elect Director Chenxi Wang

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

NATIONAL GRID PLC
Meeting Date:  JUL 26, 2021
Record Date:  JUL 22, 2021
Meeting Type:  ANNUAL

Ticker:  NG
Security ID:  G6S9A7120

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Final Dividend

Management

For

For

3

Elect Paula Reynolds as Director

Management

For

For

4

Re-elect John Pettigrew as Director

Management

For

For

5

Re-elect Andy Agg as Director

Management

For

For

6

Re-elect Mark Williamson as Director

Management

For

For

7

Re-elect Jonathan Dawson as Director

Management

For

For

8

Re-elect Therese Esperdy as Director

Management

For

For

9

Re-elect Liz Hewitt as Director

Management

For

For

10

Re-elect Amanda Mesler as Director

Management

For

For

11

Re-elect Earl Shipp as Director

Management

For

For

12

Re-elect Jonathan Silver as Director

Management

For

For

13

Reappoint Deloitte LLP as Auditors

Management

For

For

14

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

15

Approve Remuneration Report

Management

For

For


     

16

Authorise UK Political Donations and Expenditure

Management

For

For

17

Authorise Issue of Equity

Management

For

For

18

Approve Long Term Performance Plan

Management

For

For

19

Approve US Employee Stock Purchase Plan

Management

For

For

20

Approve Climate Change Commitments and Targets

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

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

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

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

Management

For

For

25

Adopt New Articles of Association

Management

For

For

     

 

NEXTERA ENERGY, INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 24, 2022
Meeting Type:  ANNUAL

Ticker:  NEE
Security ID:  65339F101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sherry S. Barrat

Management

For

For

1b

Elect Director James L. Camaren

Management

For

For

1c

Elect Director Kenneth B. Dunn

Management

For

For

1d

Elect Director Naren K. Gursahaney

Management

For

For

1e

Elect Director Kirk S. Hachigian

Management

For

For

1f

Elect Director John W. Ketchum

Management

For

For

1g

Elect Director Amy B. Lane

Management

For

For

1h

Elect Director David L. Porges

Management

For

For

1i

Elect Director James L. Robo

Management

For

For

1j

Elect Director Rudy E. Schupp

Management

For

For

1k

Elect Director John L. Skolds

Management

For

For

1l

Elect Director John Arthur Stall

Management

For

For

1m

Elect Director Darryl L. Wilson

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against


     

4

Disclose a Board Diversity and Qualifications Matrix

Shareholder

Against

For

5

Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics

Shareholder

Against

For

     

 

NISOURCE INC.
Meeting Date:  MAY 24, 2022
Record Date:  MAR 30, 2022
Meeting Type:  ANNUAL

Ticker:  NI
Security ID:  65473P105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Peter A. Altabef

Management

For

For

1b

Elect Director Sondra L. Barbour

Management

For

For

1c

Elect Director Theodore H. Bunting, Jr.

Management

For

For

1d

Elect Director Eric L. Butler

Management

For

For

1e

Elect Director Aristides S. Candris

Management

For

For

1f

Elect Director Deborah A. Henretta

Management

For

For

1g

Elect Director Deborah A. P. Hersman

Management

For

For

1h

Elect Director Michael E. Jesanis

Management

For

For

1i

Elect Director William D. Johnson

Management

For

For

1j

Elect Director Kevin T. Kabat

Management

For

For

1k

Elect Director Cassandra S. Lee

Management

For

For

1l

Elect Director Lloyd M. Yates

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

     

 

NORTHWESTERN CORPORATION
Meeting Date:  APR 29, 2022
Record Date:  FEB 28, 2022
Meeting Type:  ANNUAL

Ticker:  NWE
Security ID:  668074305

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Anthony T. Clark

Management

For

For

1.2

Elect Director Dana J. Dykhouse

Management

For

For

1.3

Elect Director Jan R. Horsfall

Management

For

For

1.4

Elect Director Britt E. Ide

Management

For

For


     

1.5

Elect Director Linda G. Sullivan

Management

For

For

1.6

Elect Director Robert C. Rowe

Management

For

For

1.7

Elect Director Mahvash Yazdi

Management

For

For

1.8

Elect Director Jeffrey W. Yingling

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Other Business

Management

For

Against

     

 

OGE ENERGY CORP.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  OGE
Security ID:  670837103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Frank A. Bozich

Management

For

For

1b

Elect Director Peter D. Clarke

Management

For

For

1c

Elect Director David L. Hauser

Management

For

For

1d

Elect Director Luther C. Kissam, IV

Management

For

For

1e

Elect Director Judy R. McReynolds

Management

For

For

1f

Elect Director David E. Rainbolt

Management

For

For

1g

Elect Director J. Michael Sanner

Management

For

For

1h

Elect Director Sheila G. Talton

Management

For

For

1i

Elect Director Sean Trauschke

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Eliminate Supermajority Vote Requirements

Management

For

For

5

Approve Omnibus Stock Plan

Management

For

For

6

Adopt Simple Majority Vote

Shareholder

Against

Against

     

 

ORIGIN ENERGY LIMITED
Meeting Date:  OCT 20, 2021
Record Date:  OCT 18, 2021
Meeting Type:  ANNUAL

Ticker:  ORG
Security ID:  Q71610101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

2

Elect Ilana Atlas as Director

Management

For

For

3

Elect Mick McCormack as Director

Management

For

For


     

4

Elect Joan Withers as Director

Management

For

For

5

Elect Scott Perkins as Director

Management

For

For

6

Elect Steven Sargent as Director

Management

For

For

7

Approve Remuneration Report

Management

For

For

8

Approve Grant of Restricted Share Rights and Performance Share Rights to Frank Calabria

Management

For

Against

9

Approve Renewal of Potential Termination Benefits

Management

None

For

10a

Approve the Amendments to the Company's Constitution

Shareholder

Against

Against

10b

Subject to Resolution 10a Being Passed, Approve the Shareholder Proposal Re: Water Resolution

Shareholder

Against

Against

10c

Subject to Resolution 10a Being Passed, Approve the Shareholder Proposal Re: Cultural Heritage Resolution

Shareholder

Against

Against

10d

Subject to Resolution 10a Being Passed, Approve the Shareholder Proposal Re: Consent & FPIC Resolution

Shareholder

Against

Against

10e

Subject to Resolution 10a Being Passed, Approve the Shareholder Proposal Re: Climate-Related Lobbying Resolution

Shareholder

Against

For

10f

Subject to Resolution 10a Being Passed, Approve the Shareholder Proposal Re: Paris-Aligned Capital Expenditure Resolution

Shareholder

Against

Against

     

 

PG&E CORPORATION
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  PCG
Security ID:  69331C108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Rajat Bahri

Management

For

For

1.2

Elect Director Jessica L. Denecour

Management

For

For

1.3

Elect Director Mark E. Ferguson, III

Management

For

For

1.4

Elect Director Robert C. Flexon

Management

For

For

1.5

Elect Director W. Craig Fugate

Management

For

For

1.6

Elect Director Patricia K. Poppe

Management

For

For

1.7

Elect Director Dean L. Seavers

Management

For

For

1.8

Elect Director William L. Smith

Management

For

For


     

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte and Touche LLP as Auditors

Management

For

For

4

Amend the Articles of Incorporation

Management

For

For

     

 

PINNACLE WEST CAPITAL CORPORATION
Meeting Date:  MAY 18, 2022
Record Date:  MAR 10, 2022
Meeting Type:  ANNUAL

Ticker:  PNW
Security ID:  723484101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Glynis A. Bryan

Management

For

For

1.2

Elect Director Gonzalo A. de la Melena, Jr.

Management

For

For

1.3

Elect Director Richard P. Fox

Management

For

For

1.4

Elect Director Jeffrey B. Guldner

Management

For

For

1.5

Elect Director Dale E. Klein

Management

For

For

1.6

Elect Director Kathryn L. Munro

Management

For

For

1.7

Elect Director Bruce J. Nordstrom

Management

For

For

1.8

Elect Director Paula J. Sims

Management

For

For

1.9

Elect Director William H. Spence

Management

For

For

1.10

Elect Director James E. Trevathan, Jr.

Management

For

For

1.11

Elect Director David P. Wagener

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

Against

     

 

PPL CORPORATION
Meeting Date:  MAY 18, 2022
Record Date:  FEB 28, 2022
Meeting Type:  ANNUAL

Ticker:  PPL
Security ID:  69351T106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Arthur P. Beattie

Management

For

For

1b

Elect Director Raja Rajamannar

Management

For

For

1c

Elect Director Heather B. Redman

Management

For

For

1d

Elect Director Craig A. Rogerson

Management

For

For

1e

Elect Director Vincent Sorgi

Management

For

For


     

1f

Elect Director Natica von Althann

Management

For

For

1g

Elect Director Keith H. Williamson

Management

For

For

1h

Elect Director Phoebe A. Wood

Management

For

For

1i

Elect Director Armando Zagalo de Lima

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
Meeting Date:  APR 19, 2022
Record Date:  FEB 18, 2022
Meeting Type:  ANNUAL

Ticker:  PEG
Security ID:  744573106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ralph Izzo

Management

For

For

1.2

Elect Director Susan Tomasky

Management

For

For

1.3

Elect Director Willie A. Deese

Management

For

For

1.4

Elect Director Jamie M. Gentoso

Management

For

For

1.5

Elect Director David Lilley

Management

For

For

1.6

Elect Director Barry H. Ostrowsky

Management

For

For

1.7

Elect Director Valerie A. Smith

Management

For

For

1.8

Elect Director Scott G. Stephenson

Management

For

For

1.9

Elect Director Laura A. Sugg

Management

For

For

1.10

Elect Director John P. Surma

Management

For

For

1.11

Elect Director Alfred W. Zollar

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

SEMPRA ENERGY
Meeting Date:  MAY 13, 2022
Record Date:  MAR 17, 2022
Meeting Type:  ANNUAL

Ticker:  SRE
Security ID:  816851109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Alan L. Boeckmann

Management

For

For

1b

Elect Director Andres Conesa

Management

For

For

1c

Elect Director Maria Contreras-Sweet

Management

For

For

1d

Elect Director Pablo A. Ferrero

Management

For

For


     

1e

Elect Director Jeffrey W. Martin

Management

For

For

1f

Elect Director Bethany J. Mayer

Management

For

For

1g

Elect Director Michael N. Mears

Management

For

For

1h

Elect Director Jack T. Taylor

Management

For

For

1i

Elect Director Cynthia L. Walker

Management

For

For

1j

Elect Director Cynthia J. Warner

Management

For

For

1k

Elect Director James C. Yardley

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Require Independent Board Chair

Shareholder

Against

Against

     

 

SOUTHWEST GAS HOLDINGS, INC.
Meeting Date:  MAY 19, 2022
Record Date:  MAR 21, 2022
Meeting Type:  PROXY CONTEST

Ticker:  SWX
Security ID:  844895102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

Management Proxy (White Proxy Card)

1.1

Elect Director Robert L. Boughner

Management

For

For

1.2

Elect Director Jose A. Cardenas

Management

For

For

1.3

Elect Director E. Renae Conley

Management

For

For

1.4

Elect Director John P. Hester

Management

For

For

1.5

Elect Director Jane Lewis-Raymond

Management

For

For

1.6

Elect Director Anne L. Mariucci

Management

For

For

1.7

Elect Director Carlos A. Ruisanchez

Management

For

For

1.8

Elect Director A. Randall Thoman

Management

For

For

1.9

Elect Director Thomas A. Thomas

Management

For

For

1.10

Elect Director Leslie T. Thornton

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

4

Amend Bylaws

Shareholder

Against

Against

Proposal No

Proposal

Proposed By

Dissident Recommendation

Vote Cast

Dissident Proxy (Gold Proxy Card)

1A

Elect Director Nora Mead Brownell

Shareholder

For

Did Not Vote


     

1B

Elect Director Marcie L. Edwards

Shareholder

For

Did Not Vote

1C

Elect Director Andrew W. Evans

Shareholder

For

Did Not Vote

1D

Elect Director H. Russell Frisby, Jr.

Shareholder

For

Did Not Vote

1E

Elect Director Walter M. Higgins, III

Shareholder

For

Did Not Vote

1F

Elect Director Rina Joshi

Shareholder

For

Did Not Vote

1G

Elect Director Henry P. Linginfelter

Shareholder

For

Did Not Vote

1H

Elect Director Jesse A. Lynn

Shareholder

For

Did Not Vote

1I

Elect Director Ruby Sharma

Shareholder

For

Did Not Vote

1J

Elect Director Andrew J. Teno

Shareholder

For

Did Not Vote

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

Against

Did Not Vote

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

Did Not Vote

4

Amend Bylaws

Shareholder

For

Did Not Vote

5

Provide Right to Call a Special Meeting

Shareholder

For

Did Not Vote

 

 

SPIRE, INC.
Meeting Date:  JAN 27, 2022
Record Date:  NOV 30, 2021
Meeting Type:  ANNUAL

Ticker:  SR


     

Security ID:  84857L101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Carrie J. Hightman

Management

For

For

1.2

Elect Director Brenda D. Newberry

Management

For

For

1.3

Elect Director Suzanne Sitherwood

Management

For

For

1.4

Elect Director Mary Ann Van Lokeren

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

TELUS CORPORATION
Meeting Date:  MAY 06, 2022
Record Date:  MAR 08, 2022
Meeting Type:  ANNUAL

Ticker:  T
Security ID:  87971M996

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director R. H. (Dick) Auchinleck

Management

For

For

1.2

Elect Director Raymond T. Chan

Management

For

For

1.3

Elect Director Hazel Claxton

Management

For

For

1.4

Elect Director Lisa de Wilde

Management

For

For

1.5

Elect Director Victor Dodig

Management

For

For

1.6

Elect Director Darren Entwistle

Management

For

For

1.7

Elect Director Thomas E. Flynn

Management

For

For

1.8

Elect Director Mary Jo Haddad

Management

For

For

1.9

Elect Director Kathy Kinloch

Management

For

For

1.10

Elect Director Christine Magee

Management

For

For

1.11

Elect Director John Manley

Management

For

For

1.12

Elect Director David Mowat

Management

For

For

1.13

Elect Director Marc Parent

Management

For

For

1.14

Elect Director Denise Pickett

Management

For

For

1.15

Elect Director W. Sean Willy

Management

For

For

2

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

Management

For

For

3

Advisory Vote on Executive Compensation Approach

Management

For

For

4

Re-approve Shareholder Rights Plan

Management

For

For

 

 

THE SOUTHERN COMPANY
Meeting Date:  MAY 25, 2022


     

Record Date:  MAR 28, 2022
Meeting Type:  ANNUAL

Ticker:  SO
Security ID:  842587107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Janaki Akella

Management

For

For

1b

Elect Director Henry A. Clark, III

Management

For

For

1c

Elect Director Anthony F. Earley, Jr.

Management

For

For

1d

Elect Director Thomas A. Fanning

Management

For

For

1e

Elect Director David J. Grain

Management

For

For

1f

Elect Director Colette D. Honorable

Management

For

For

1g

Elect Director Donald M. James

Management

For

For

1h

Elect Director John D. Johns

Management

For

For

1i

Elect Director Dale E. Klein

Management

For

For

1j

Elect Director Ernest J. Moniz

Management

For

For

1k

Elect Director William G. Smith, Jr.

Management

For

For

1l

Elect Director Kristine L. Svinicki

Management

For

For

1m

Elect Director E. Jenner Wood, III

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

4

Adopt Simple Majority Vote

Shareholder

For

For

     

 

THE WILLIAMS COMPANIES, INC.
Meeting Date:  APR 26, 2022
Record Date:  FEB 25, 2022
Meeting Type:  ANNUAL

Ticker:  WMB
Security ID:  969457100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Alan S. Armstrong

Management

For

For

1.2

Elect Director Stephen W. Bergstrom

Management

For

For

1.3

Elect Director Nancy K. Buese

Management

For

For

1.4

Elect Director Michael A. Creel

Management

For

For

1.5

Elect Director Stacey H. Dore

Management

For

For

1.6

Elect Director Richard E. Muncrief

Management

For

For

1.7

Elect Director Peter A. Ragauss

Management

For

For

1.8

Elect Director Rose M. Robeson

Management

For

For

1.9

Elect Director Scott D. Sheffield

Management

For

For

1.10

Elect Director Murray D. Smith

Management

For

For


     

1.11

Elect Director William H. Spence

Management

For

For

1.12

Elect Director Jesse J. Tyson

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

UNITED UTILITIES GROUP PLC
Meeting Date:  JUL 23, 2021
Record Date:  JUL 21, 2021
Meeting Type:  ANNUAL

Ticker:  UU
Security ID:  G92755100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Final Dividend

Management

For

For

3

Approve Remuneration Report

Management

For

For

4

Re-elect Sir David Higgins as Director

Management

For

For

5

Re-elect Steve Mogford as Director

Management

For

For

6

Elect Phil Aspin as Director

Management

For

For

7

Re-elect Mark Clare as Director

Management

For

For

8

Re-elect Stephen Carter as Director

Management

For

For

9

Elect Kath Cates as Director

Management

For

For

10

Re-elect Alison Goligher as Director

Management

For

For

11

Re-elect Paulette Rowe as Director

Management

For

For

12

Elect Doug Webb as Director

Management

For

For

13

Reappoint KPMG LLP as Auditors

Management

For

For

14

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

15

Authorise Issue of Equity

Management

For

For

16

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

17

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

Management

For

For

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Adopt New Articles of Association

Management

For

For

20

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

Management

For

For

21

Authorise UK Political Donations and Expenditure

Management

For

For


     

 

VISTRA CORP.
Meeting Date:  MAY 03, 2022
Record Date:  MAR 23, 2022
Meeting Type:  ANNUAL

Ticker:  VST
Security ID:  92840M102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Scott B. Helm

Management

For

For

1.2

Elect Director Hilary E. Ackermann

Management

For

For

1.3

Elect Director Arcilia C. Acosta

Management

For

For

1.4

Elect Director Gavin R. Baiera

Management

For

For

1.5

Elect Director Paul M. Barbas

Management

For

For

1.6

Elect Director Lisa Crutchfield

Management

For

For

1.7

Elect Director Brian K. Ferraioli

Management

For

For

1.8

Elect Director Jeff D. Hunter

Management

For

For

1.9

Elect Director Curtis A. Morgan

Management

For

For

1.10

Elect Director John R. (J.R.) Sult

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

WEC ENERGY GROUP, INC.
Meeting Date:  MAY 05, 2022
Record Date:  FEB 24, 2022
Meeting Type:  ANNUAL

Ticker:  WEC
Security ID:  92939U106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Curt S. Culver

Management

For

For

1.2

Elect Director Danny L. Cunningham

Management

For

For

1.3

Elect Director William M. Farrow, III

Management

For

For

1.4

Elect Director Cristina A. Garcia-Thomas

Management

For

For

1.5

Elect Director Maria C. Green

Management

For

For

1.6

Elect Director Gale E. Klappa

Management

For

For

1.7

Elect Director Thomas K. Lane

Management

For

For

1.8

Elect Director Scott J. Lauber

Management

For

For

1.9

Elect Director Ulice Payne, Jr.

Management

For

For

1.10

Elect Director Mary Ellen Stanek

Management

For

For

1.11

Elect Director Glen E. Tellock

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For


     

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

XCEL ENERGY INC.
Meeting Date:  MAY 18, 2022
Record Date:  MAR 21, 2022
Meeting Type:  ANNUAL

Ticker:  XEL
Security ID:  98389B100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lynn Casey

Management

For

For

1b

Elect Director Bob Frenzel

Management

For

For

1c

Elect Director Netha Johnson

Management

For

For

1d

Elect Director Patricia Kampling

Management

For

For

1e

Elect Director George Kehl

Management

For

For

1f

Elect Director Richard O'Brien

Management

For

For

1g

Elect Director Charles Pardee

Management

For

For

1h

Elect Director Christopher Policinski

Management

For

For

1i

Elect Director James Prokopanko

Management

For

For

1j

Elect Director Kim Williams

Management

For

For

1k

Elect Director Daniel Yohannes

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

SIGNATURES

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

(Registrant) Franklin Custodian Funds______

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

Matthew T. Hinkle,

Chief Executive Officer – Finance and Administration

Date August 25, 2022__

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