0000708191-23-000033.txt : 20230828 0000708191-23-000033.hdr.sgml : 20230828 20230828084729 ACCESSION NUMBER: 0000708191-23-000033 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230828 DATE AS OF CHANGE: 20230828 EFFECTIVENESS DATE: 20230828 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIDELITY FINANCIAL TRUST CENTRAL INDEX KEY: 0000708191 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1940 Act SEC FILE NUMBER: 811-03587 FILM NUMBER: 231210459 BUSINESS ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-563-7000 MAIL ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: FIDELITY FREEDOM FUND DATE OF NAME CHANGE: 19870129 FORMER COMPANY: FORMER CONFORMED NAME: FIDELITY TAX QUALIFIED EQUITY FUND DATE OF NAME CHANGE: 19830104 0000708191 S000006969 Fidelity Convertible Securities Fund C000019022 Fidelity Convertible Securities Fund FCVSX C000074867 Fidelity Advisor Convertible Securities Fund: Class A FACVX C000074869 Fidelity Advisor Convertible Securities Fund: Class C FCCVX C000074870 Fidelity Advisor Convertible Securities Fund: Class M FTCVX C000074871 Fidelity Advisor Convertible Securities Fund: Class I FICVX C000205024 Fidelity Advisor Convertible Securities Fund: Class Z FIQVX 0000708191 S000006970 Fidelity Equity Dividend Income Fund C000019023 Fidelity Equity Dividend Income Fund FEQTX C000064237 Class K FETKX N-PX 1 filing6755.htm PRIMARY DOCUMENT

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY



INVESTMENT COMPANY ACT FILE NUMBER: 811-03587

EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Financial Trust

245 SUMMER STREET, BOSTON, MA 02210
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)(ZIP CODE)

MARGARET CAREY, SECRETARY AND CHIEF LEGAL OFFICER, 245 SUMMER STREET, BOSTON, MA 02210
(NAME AND ADDRESS OF AGENT FOR SERVICE)

REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: 617-563-7000

DATE OF FISCAL YEAR END: 11/30

DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023

SIGNATURES

PURSUANT TO THE REQUIREMENTS OF THE INVESTMENT COMPANY ACT OF 1940, THE REGISTRANT HAS DULY CAUSED THIS REPORT TO BE SIGNED ON ITS BEHALF BY THE UNDERSIGNED, THERE UNTO DULY AUTHORIZED.

Fidelity Financial Trust

BY: /s/STACIE M. SMITH*
STACIE M. SMITH, TREASURER
DATE: 08/10/2023 02:33:36 PM

*BY: /s/ MARK LUNDVALL
MARK LUNDVALL, VICE PRESIDENT, FIDELITY MANAGEMENT & RESEARCH COMPANY, PURSUANT TO A POWER OF ATTORNEY DATED JUNE 1, 2021 AND FILED HEREWITH.


VOTE SUMMARY REPORT
FIDELITY CONVERTIBLE SECURITIES FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
A&W REVENUE ROYALTIES INCOME FUND
MEETING DATE:  MAY 02, 2023
TICKER:  AW.UN       SECURITY ID:  000255109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Trustee Fern Glowinsky Management For Did Not Vote
1.2 Elect Trustee Kevin Mahoney Management For Did Not Vote
1.3 Elect Trustee Andrew W. Dunn Management For Did Not Vote
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Trustees to Fix Their Remuneration Management For Did Not Vote
 
AGNICO EAGLE MINES LIMITED
MEETING DATE:  APR 28, 2023
TICKER:  AEM       SECURITY ID:  008474108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Leona Aglukkaq Management For For
1.2 Elect Director Ammar Al-Joundi Management For For
1.3 Elect Director Sean Boyd Management For For
1.4 Elect Director Martine A. Celej Management For For
1.5 Elect Director Robert J. Gemmell Management For For
1.6 Elect Director Jonathan Gill Management For For
1.7 Elect Director Peter Grosskopf Management For For
1.8 Elect Director Elizabeth Lewis-Gray Management For For
1.9 Elect Director Deborah McCombe Management For For
1.10 Elect Director Jeffrey Parr Management For For
1.11 Elect Director J. Merfyn Roberts Management For For
1.12 Elect Director Jamie C. Sokalsky Management For For
2 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Advisory Vote on Executive Compensation Approach Management For For
 
AIRBNB, INC.
MEETING DATE:  JUN 01, 2023
TICKER:  ABNB       SECURITY ID:  009066101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Nathan Blecharczyk Management For For
1.2 Elect Director Alfred Lin Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
BABCOCK & WILCOX ENTERPRISES, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  BW       SECURITY ID:  05614L209
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Declassify the Board of Directors Management For For
2a Elect Director Alan B. Howe Management For Withhold
2b Elect Director Rebecca L. Stahl Management For For
3a Elect Director Alan B. Howe Management For Withhold
3b Elect Director Rebecca L. Stahl Management For For
4 Eliminate Supermajority Vote Requirement Management For For
5 Ratify Deloitte & Touche LLP as Auditors Management For For
6 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
7 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
 
BRIDGEBIO PHARMA, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  BBIO       SECURITY ID:  10806X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director James C. Momtazee Management For Withhold
1.2 Elect Director Frank McCormick Management For For
1.3 Elect Director Randal W. Scott Management For Withhold
1.4 Elect Director Hannah A. Valantine Management For Withhold
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
DHT HOLDINGS, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  DHT       SECURITY ID:  Y2065G121
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Elect Director Jeremy Kramer Management For For
2 Ratify Ernst & Young AS as Auditors Management For For
 
FORD MOTOR COMPANY
MEETING DATE:  MAY 11, 2023
TICKER:  F       SECURITY ID:  345370860
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Kimberly A. Casiano Management For For
1b Elect Director Alexandra Ford English Management For For
1c Elect Director James D. Farley, Jr. Management For For
1d Elect Director Henry Ford, III Management For For
1e Elect Director William Clay Ford, Jr. Management For For
1f Elect Director William W. Helman, IV Management For For
1g Elect Director Jon M. Huntsman, Jr. Management For For
1h Elect Director William E. Kennard Management For For
1i Elect Director John C. May Management For For
1j Elect Director Beth E. Mooney Management For For
1k Elect Director Lynn Vojvodich Radakovich Management For For
1l Elect Director John L. Thornton Management For For
1m Elect Director John B. Veihmeyer Management For For
1n Elect Director John S. Weinberg Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For Against
6 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
7 Report on Reliance on Child Labor in Supply Chain Shareholder Against Against
8 Report on Animal Testing Practices Shareholder Against Against
 
GANNETT CO., INC.
MEETING DATE:  JUN 05, 2023
TICKER:  GCI       SECURITY ID:  36472T109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Theodore P. Janulis Management For For
1.2 Elect Director John Jeffry Louis, III Management For For
1.3 Elect Director Maria M. Miller Management For For
1.4 Elect Director Michael E. Reed Management For For
1.5 Elect Director Amy Reinhard Management For For
1.6 Elect Director Debra A. Sandler Management For For
1.7 Elect Director Kevin M. Sheehan Management For For
1.8 Elect Director Laurence Tarica Management For For
1.9 Elect Director Barbara W. Wall Management For For
2 Ratify Grant Thornton LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Approve Omnibus Stock Plan Management For Against
5 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
6 Adopt Majority Voting for Uncontested Election of Directors Management For For
7A Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation Management For For
7B Eliminate Supermajority Vote Requirement to Amend Bylaws Management For For
7C Eliminate Supermajority Vote Requirement for Removal of Directors and Appointment of Directors in the Event the Entire Board of Directors is Removed Management For For
 
NVIDIA CORPORATION
MEETING DATE:  JUN 22, 2023
TICKER:  NVDA       SECURITY ID:  67066G104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert K. Burgess Management For For
1b Elect Director Tench Coxe Management For For
1c Elect Director John O. Dabiri Management For For
1d Elect Director Persis S. Drell Management For For
1e Elect Director Jen-Hsun Huang Management For For
1f Elect Director Dawn Hudson Management For For
1g Elect Director Harvey C. Jones Management For For
1h Elect Director Michael G. McCaffery Management For For
1i Elect Director Stephen C. Neal Management For For
1j Elect Director Mark L. Perry Management For For
1k Elect Director A. Brooke Seawell Management For For
1l Elect Director Aarti Shah Management For For
1m Elect Director Mark A. Stevens Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
SCORPIO TANKERS INC.
MEETING DATE:  MAY 30, 2023
TICKER:  STNG       SECURITY ID:  Y7542C130
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Emanuele A. Lauro Management For For
1.2 Elect Director Merrick Rayner Management For For
2 Ratify PricewaterhouseCoopers as Auditors Management For For
 
SFL CORPORATION LTD.
MEETING DATE:  SEP 30, 2022
TICKER:  SFL       SECURITY ID:  G7738W106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Fix Number of Directors at Eight Management For For
2 Authorize Board to Fill Vacancies Management For For
3 Elect Director Kathrine Astrup Fredriksen Management For For
4 Elect Director Gary Vogel Management For For
5 Elect Director Keesjan Cordia Management For For
6 Elect Director James O'Shaughnessy Management For For
7 Elect Director Ole B. Hjertaker Management For For
8 Elect Director Will Homan-Russell Management For For
9 Approve Remuneration of Directors Management For For
10 Amend Bylaws Management For For
 
SUPER GROUP (SGHC) LTD.
MEETING DATE:  JUN 12, 2023
TICKER:  SGHC       SECURITY ID:  G8588X103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Ratify BDO LLP as Auditors Management For For
3 Authorise Board to Fix Remuneration of Auditors Management For For
4 Elect Director Eric Grubman Management For For
5 Elect Director John Collins Management For For
6 Elect Director Robert James Dutnall Management For For
7 Elect Director John Le Poidevin Management For For
8 Elect Director Natara Holloway Branch Management For For
9 Elect Director Jonathan Jossel Management For For
10 Authorize Market Purchases of Company Shares Management For For
11 Authorize Share Repurchase Program Management For For
 
TESLA, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  TSLA       SECURITY ID:  88160R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Elon Musk Management For For
1.2 Elect Director Robyn Denholm Management For For
1.3 Elect Director JB Straubel Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management Three Years One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Key-Person Risk and Efforts to Ameliorate It Shareholder Against Against
 
UBER TECHNOLOGIES, INC.
MEETING DATE:  MAY 08, 2023
TICKER:  UBER       SECURITY ID:  90353T100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ronald Sugar Management For For
1b Elect Director Revathi Advaithi Management For For
1c Elect Director Ursula Burns Management For For
1d Elect Director Robert Eckert Management For For
1e Elect Director Amanda Ginsberg Management For For
1f Elect Director Dara Khosrowshahi Management For For
1g Elect Director Wan Ling Martello Management For For
1h Elect Director John Thain Management For For
1i Elect Director David I. Trujillo Management For For
1j Elect Director Alexander Wynaendts Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
4 Commission a Third-Party Audit on Driver Health and Safety Shareholder Against Against
 
WHEATON PRECIOUS METALS CORP.
MEETING DATE:  MAY 12, 2023
TICKER:  WPM       SECURITY ID:  962879102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
a1 Elect Director George L. Brack Management For For
a2 Elect Director John A. Brough Management For For
a3 Elect Director Jaimie Donovan Management For For
a4 Elect Director R. Peter Gillin Management For For
a5 Elect Director Chantal Gosselin Management For For
a6 Elect Director Jeane Hull Management For For
a7 Elect Director Glenn Antony Ives Management For For
a8 Elect Director Charles A. Jeannes Management For For
a9 Elect Director Marilyn Schonberner Management For For
a10 Elect Director Randy V.J. Smallwood Management For For
b Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
c Advisory Vote on Executive Compensation Approach Management For For

VOTE SUMMARY REPORT
FIDELITY EQUITY DIVIDEND INCOME FUND
07/01/2022 - 06/30/2023

Note:  The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.

 
ACTIVISION BLIZZARD, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  ATVI       SECURITY ID:  00507V109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Reveta Bowers Management For For
1b Elect Director Kerry Carr Management For For
1c Elect Director Robert Corti Management For For
1d Elect Director Brian Kelly Management For For
1e Elect Director Robert Kotick Management For For
1f Elect Director Barry Meyer Management For For
1g Elect Director Robert Morgado Management For For
1h Elect Director Peter Nolan Management For For
1i Elect Director Dawn Ostroff Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
6 Adopt Policy on Freedom of Association and Collective Bargaining Shareholder Against Against
7 Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn Shareholder None None
 
AKZO NOBEL NV
MEETING DATE:  SEP 06, 2022
TICKER:  AKZA       SECURITY ID:  N01803308
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Open Meeting Management None None
2 Elect G. Poux-Guillaume to Management Board Management For For
3 Close Meeting Management None None
 
ALEXANDRIA REAL ESTATE EQUITIES, INC.
MEETING DATE:  MAY 16, 2023
TICKER:  ARE       SECURITY ID:  015271109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joel S. Marcus Management For For
1b Elect Director Steven R. Hash Management For For
1c Elect Director James P. Cain Management For For
1d Elect Director Cynthia L. Feldmann Management For For
1e Elect Director Maria C. Freire Management For For
1f Elect Director Richard H. Klein Management For For
1g Elect Director Michael A. Woronoff Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
ALLISON TRANSMISSION HOLDINGS, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  ALSN       SECURITY ID:  01973R101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Judy L. Altmaier Management For For
1b Elect Director D. Scott Barbour Management For For
1c Elect Director Philip J. Christman Management For For
1d Elect Director David C. Everitt Management For For
1e Elect Director David S. Graziosi Management For For
1f Elect Director Carolann I. Haznedar Management For For
1g Elect Director Richard P. Lavin Management For For
1h Elect Director Sasha Ostojic Management For For
1i Elect Director Gustave F. Perna Management For For
1j Elect Director Krishna Shivram Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
AMDOCS LIMITED
MEETING DATE:  JAN 27, 2023
TICKER:  DOX       SECURITY ID:  G02602103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Robert A. Minicucci Management For For
1.2 Elect Director Adrian Gardner Management For For
1.3 Elect Director Rafael de la Vega Management For For
1.4 Elect Director Eli Gelman Management For For
1.5 Elect Director Richard T.C. LeFave Management For For
1.6 Elect Director John A. MacDonald Management For For
1.7 Elect Director Shuky Sheffer Management For For
1.8 Elect Director Yvette Kanouff Management For For
1.9 Elect Director Sarah Ruth Davis Management For For
1.10 Elect Director Amos Genish Management For For
2 Approve Qualified Employee Stock Purchase Plan Management For For
3 Approve an Increase in the Quarterly Cash Dividend Rate Management For For
4 Accept Financial Statements and Statutory Reports Management For For
5 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
 
AMERICAN TOWER CORPORATION
MEETING DATE:  MAY 24, 2023
TICKER:  AMT       SECURITY ID:  03027X100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas A. Bartlett Management For For
1b Elect Director Kelly C. Chambliss Management For For
1c Elect Director Teresa H. Clarke Management For For
1d Elect Director Raymond P. Dolan Management For For
1e Elect Director Kenneth R. Frank Management For For
1f Elect Director Robert D. Hormats Management For For
1g Elect Director Grace D. Lieblein Management For For
1h Elect Director Craig Macnab Management For For
1i Elect Director JoAnn A. Reed Management For For
1j Elect Director Pamela D. A. Reeve Management For For
1k Elect Director Bruce L. Tanner Management For For
1l Elect Director Samme L. Thompson Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AMERISOURCEBERGEN CORPORATION
MEETING DATE:  MAR 09, 2023
TICKER:  ABC       SECURITY ID:  03073E105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ornella Barra Management For For
1b Elect Director Steven H. Collis Management For For
1c Elect Director D. Mark Durcan Management For For
1d Elect Director Richard W. Gochnauer Management For For
1e Elect Director Lon R. Greenberg Management For For
1f Elect Director Kathleen W. Hyle Management For For
1g Elect Director Lorence H. Kim Management For For
1h Elect Director Henry W. McGee Management For For
1i Elect Director Redonda G. Miller Management For For
1j Elect Director Dennis M. Nally 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 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
ANHEUSER-BUSCH INBEV SA/NV
MEETING DATE:  APR 26, 2023
TICKER:  ABI       SECURITY ID:  03524A108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
A.1 Amend Articles Re: Composition Rules for the Board of Directors Management For For
B.2 Receive Directors' Reports (Non-Voting) Management None None
B.3 Receive Auditors' Reports (Non-Voting) Management None None
B.4 Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) Management None None
B.5 Approve Financial Statements, Allocation of Income and Dividends of EUR 0.75 per Share Management For For
B.6 Approve Discharge of Directors Management For For
B.7 Approve Discharge of Auditors Management For For
B.8.a Elect Aradhana Sarin as Independent Director Management For For
B.8.b Elect Dirk Van de Put as Independent Director Management For For
B.8.c Elect Lynne Biggar as Independent Director Management For For
B.8.d Reelect Sabine Chalmers as Director Management For Against
B.8.e Reelect Claudio Garcia as Director Management For Against
B.8.f Elect Heloisa Sicupira as Director Management For Against
B.8.g Reelect Martin J. Barrington as Restricted Share Director Management For Against
B.8.h Reelect Alejandro Santo Domingo as Restricted Share Director Management For Against
B.8.i Elect Salvatore Mancuso as Restricted Share Director Management For Against
B.9 Approve Remuneration Report Management For Against
C.10 Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry Management For For
 
ASSURANT, INC.
MEETING DATE:  MAY 11, 2023
TICKER:  AIZ       SECURITY ID:  04621X108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Elaine D. Rosen Management For For
1b Elect Director Paget L. Alves Management For For
1c Elect Director Rajiv Basu Management For For
1d Elect Director J. Braxton Carter Management For For
1e Elect Director Juan N. Cento Management For For
1f Elect Director Keith W. Demmings Management For For
1g Elect Director Harriet Edelman Management For For
1h Elect Director Sari Granat Management For For
1i Elect Director Lawrence V. Jackson Management For For
1j Elect Director Debra J. Perry Management For For
1k Elect Director Ognjen (Ogi) Redzic Management For For
1l Elect Director Paul J. Reilly Management For For
1m Elect Director Robert W. Stein Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
AXA SA
MEETING DATE:  APR 27, 2023
TICKER:  CS       SECURITY ID:  F06106102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 1.70 per Share Management For For
4 Approve Compensation Report of Corporate Officers Management For For
5 Approve Compensation of Denis Duverne, Chairman of the Board until April 28, 2022 Management For For
6 Approve Compensation of Antoine Gosset-Grainville, Chairman of the Board since April 28, 2022 Management For For
7 Approve Compensation of Thomas Buberl, CEO Management For For
8 Approve Remuneration Policy of CEO Management For For
9 Approve Remuneration Policy of Chairman of the Board Management For For
10 Approve Remuneration Policy of Directors Management For For
11 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
12 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
13 Authorize Capitalization of Reserves of Up to EUR 1 Billion for Bonus Issue or Increase in Par Value Management For For
14 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billion Management For For
15 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 500 Million Management For For
16 Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 500 Million Management For For
17 Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Management For For
18 Authorize Capital Increase of Up to EUR 500 Million for Future Exchange Offers Management For For
19 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
20 Authorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 500 Million Management For For
21 Authorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities with Preemptive Rights for Up to EUR 2 Billion Management For For
22 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For Against
23 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries Management For Against
24 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
25 Authorize Filing of Required Documents/Other Formalities Management For For
 
BERRY GLOBAL GROUP, INC.
MEETING DATE:  FEB 15, 2023
TICKER:  BERY       SECURITY ID:  08579W103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Evan Bayh Management For For
1b Elect Director Jonathan F. Foster Management For For
1c Elect Director Idalene F. Kesner Management For For
1d Elect Director Jill A. Rahman Management For For
1e Elect Director Carl J. (Rick) Rickertsen Management For For
1f Elect Director Thomas E. Salmon Management For For
1g Elect Director Chaney M. Sheffield, Jr. Management For For
1h Elect Director Robert A. Steele Management For For
1i Elect Director Stephen E. Sterrett Management For For
1j Elect Director Scott B. Ullem 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
 
BEST BUY CO., INC.
MEETING DATE:  JUN 14, 2023
TICKER:  BBY       SECURITY ID:  086516101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Corie S. Barry Management For For
1b Elect Director Lisa M. Caputo Management For For
1c Elect Director J. Patrick Doyle Management For For
1d Elect Director David W. Kenny Management For For
1e Elect Director Mario J. Marte Management For For
1f Elect Director Karen A. McLoughlin Management For For
1g Elect Director Claudia F. Munce Management For For
1h Elect Director Richelle P. Parham Management For For
1i Elect Director Steven E. Rendle Management For For
1j Elect Director Sima D. Sistani Management For For
1k Elect Director Melinda D. Whittington Management For For
1l Elect Director Eugene A. Woods Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
BOOZ ALLEN HAMILTON HOLDING CORPORATION
MEETING DATE:  JUL 27, 2022
TICKER:  BAH       SECURITY ID:  099502106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Horacio D. Rozanski Management For For
1b Elect Director Mark E. Gaumond Management For For
1c Elect Director Gretchen W. McClain Management For For
1d Elect Director Melody C. Barnes Management For For
1e Elect Director Ellen Jewett Management For For
1f Elect Director Arthur E. Johnson Management For For
1g Elect Director Charles O. Rossotti 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 Provide Right to Call Special Meeting Management For For
5 Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold Shareholder Against Against
 
BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE:  MAY 02, 2023
TICKER:  BMY       SECURITY ID:  110122108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Peter J. Arduini Management For For
1B Elect Director Deepak L. Bhatt Management For For
1C Elect Director Giovanni Caforio Management For For
1D Elect Director Julia A. Haller Management For For
1E Elect Director Manuel Hidalgo Medina Management For For
1F Elect Director Paula A. Price Management For For
1G Elect Director Derica W. Rice Management For For
1H Elect Director Theodore R. Samuels Management For For
1I Elect Director Gerald L. Storch Management For For
1J Elect Director Karen H. Vousden Management For For
1K Elect Director Phyllis R. Yale Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Commission a Civil Rights and Non-Discrimination Audit Shareholder Against Against
7 Amend Right to Call Special Meeting Shareholder Against Against
 
CAPGEMINI SE
MEETING DATE:  MAY 16, 2023
TICKER:  CAP       SECURITY ID:  F4973Q101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 3.25 per Share Management For For
4 Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Management For For
5 Approve Compensation Report of Corporate Officers Management For For
6 Approve Compensation of Paul Hermelin, Chairman of the Board Management For For
7 Approve Compensation of Aiman Ezzat, CEO Management For For
8 Approve Remuneration Policy of Chairman of the Board Management For For
9 Approve Remuneration Policy of CEO Management For For
10 Approve Remuneration Policy of Directors Management For For
11 Elect Megan Clarken as Director Management For For
12 Elect Ulrica Fearn as Director Management For For
13 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
14 Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Corporate Officers Management For For
15 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
16 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries Management For For
17 Authorize Filing of Required Documents/Other Formalities Management For For
 
CARLISLE COMPANIES INCORPORATED
MEETING DATE:  MAY 03, 2023
TICKER:  CSL       SECURITY ID:  142339100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Robert G. Bohn Management For For
1b Elect Director Gregg A. Ostrander Management For For
1c Elect Director Jesse G. Singh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
CELANESE CORPORATION
MEETING DATE:  APR 20, 2023
TICKER:  CE       SECURITY ID:  150870103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jean S. Blackwell Management For For
1b Elect Director William M. Brown Management For For
1c Elect Director Edward G. Galante Management For For
1d Elect Director Kathryn M. Hill Management For For
1e Elect Director David F. Hoffmeister Management For For
1f Elect Director Jay V. Ihlenfeld Management For For
1g Elect Director Deborah J. Kissire Management For For
1h Elect Director Michael Koenig Management For For
1i Elect Director Kim K.W. Rucker Management For For
1j Elect Director Lori J. Ryerkerk Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
 
CF INDUSTRIES HOLDINGS, INC.
MEETING DATE:  MAY 03, 2023
TICKER:  CF       SECURITY ID:  125269100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Javed Ahmed Management For For
1b Elect Director Robert C. Arzbaecher Management For For
1c Elect Director Deborah L. DeHaas Management For For
1d Elect Director John W. Eaves Management For For
1e Elect Director Stephen J. Hagge Management For For
1f Elect Director Jesus Madrazo Yris Management For For
1g Elect Director Anne P. Noonan Management For For
1h Elect Director Michael J. Toelle Management For For
1i Elect Director Theresa E. Wagler Management For For
1j Elect Director Celso L. White Management For For
1k Elect Director W. Anthony Will Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
5 Ratify KPMG LLP as Auditors Management For For
6 Require Independent Board Chair Shareholder Against Against
 
CHUBB LIMITED
MEETING DATE:  MAY 17, 2023
TICKER:  CB       SECURITY ID:  H1467J104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2.1 Allocate Disposable Profit Management For For
2.2 Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount Management For For
3 Approve Discharge of Board of Directors Management For For
4.1 Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor Management For For
4.2 Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm Management For For
4.3 Ratify BDO AG (Zurich) as Special Audit Firm Management For For
5.1 Elect Director Evan G. Greenberg Management For For
5.2 Elect Director Michael P. Connors Management For For
5.3 Elect Director Michael G. Atieh Management For For
5.4 Elect Director Kathy Bonanno Management For For
5.5 Elect Director Nancy K. Buese Management For For
5.6 Elect Director Sheila P. Burke Management For For
5.7 Elect Director Michael L. Corbat Management For For
5.8 Elect Director Robert J. Hugin Management For For
5.9 Elect Director Robert W. Scully Management For For
5.10 Elect Director Theodore E. Shasta Management For For
5.11 Elect Director David H. Sidwell Management For For
5.12 Elect Director Olivier Steimer Management For For
5.13 Elect Director Frances F. Townsend Management For For
6 Elect Evan G. Greenberg as Board Chairman Management For For
7.1 Elect Michael P. Connors as Member of the Compensation Committee Management For For
7.2 Elect David H. Sidwell as Member of the Compensation Committee Management For For
7.3 Elect Frances F. Townsend as Member of the Compensation Committee Management For For
8 Designate Homburger AG as Independent Proxy Management For For
9.1 Amend Articles Relating to Swiss Corporate Law Updates Management For For
9.2 Amend Articles to Advance Notice Period Management For For
10.1 Cancel Repurchased Shares Management For For
10.2 Reduction of Par Value Management For For
11.1 Approve Remuneration of Directors in the Amount of USD 5.5 Million Management For For
11.2 Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 Management For For
11.3 Approve Remuneration Report Management For For
12 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
13 Advisory Vote on Say on Pay Frequency Management One Year One Year
14 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against Against
15 Report on Human Rights Risk Assessment Shareholder Against Against
 
CISCO SYSTEMS, INC.
MEETING DATE:  DEC 08, 2022
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 Sarah Rae Murphy Management For For
1i Elect Director Charles H. Robbins Management For For
1j Elect Director Brenton L. Saunders Management For For
1k Elect Director Lisa T. Su Management For For
1l 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 Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard Shareholder Against Against
 
CITIGROUP INC.
MEETING DATE:  APR 25, 2023
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
1m Elect Director Casper W. von Koskull 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
7 Require Independent Board Chair Shareholder Against Against
8 Report on Respecting Indigenous Peoples' Rights Shareholder Against Against
9 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
 
CME GROUP INC.
MEETING DATE:  MAY 04, 2023
TICKER:  CME       SECURITY ID:  12572Q105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Terrence A. Duffy Management For For
1b Elect Director Kathryn Benesh Management For For
1c Elect Director Timothy S. Bitsberger Management For For
1d Elect Director Charles P. Carey Management For For
1e Elect Director Bryan T. Durkin Management For For
1f Elect Director Harold Ford, Jr. Management For For
1g Elect Director Martin J. Gepsman Management For For
1h Elect Director Larry G. Gerdes Management For For
1i Elect Director Daniel R. Glickman Management For For
1j Elect Director Daniel G. Kaye Management For For
1k Elect Director Phyllis M. Lockett Management For For
1l Elect Director Deborah J. Lucas Management For For
1m Elect Director Terry L. Savage Management For For
1n Elect Director Rahael Seifu Management For For
1o Elect Director William R. Shepard Management For For
1p Elect Director Howard J. Siegel Management For For
1q Elect Director Dennis A. Suskind Management For For
2 Ratify Ernst & Young LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
COCA-COLA EUROPACIFIC PARTNERS PLC
MEETING DATE:  MAY 24, 2023
TICKER:  CCEP       SECURITY ID:  G25839104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Policy Management For For
3 Approve Remuneration Report Management For Against
4 Elect Mary Harris as Director Management For Against
5 Elect Nicolas Mirzayantz as Director Management For For
6 Elect Nancy Quan as Director Management For For
7 Re-elect Manolo Arroyo as Director Management For Against
8 Re-elect John Bryant as Director Management For Against
9 Re-elect Jose Ignacio Comenge as Director Management For Against
10 Re-elect Damian Gammell as Director Management For For
11 Re-elect Nathalie Gaveau as Director Management For For
12 Re-elect Alvaro Gomez-Trenor Aguilar as Director Management For For
13 Re-elect Thomas Johnson as Director Management For Against
14 Re-elect Dagmar Kollmann as Director Management For For
15 Re-elect Alfonso Libano Daurella as Director Management For For
16 Re-elect Mark Price as Director Management For For
17 Re-elect Mario Rotllant Sola as Director Management For For
18 Re-elect Dessi Temperley as Director Management For For
19 Re-elect Garry Watts as Director Management For For
20 Reappoint Ernst & Young LLP as Auditors Management For For
21 Authorise Board to Fix Remuneration of Auditors Management For For
22 Authorise UK Political Donations and Expenditure Management For For
23 Authorise Issue of Equity Management For For
24 Approve Waiver of Rule 9 of the Takeover Code Management For For
25 Approve Long Term Incentive Plan Management For For
26 Authorise Issue of Equity without Pre-emptive Rights Management For For
27 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
28 Authorise Market Purchase of Ordinary Shares Management For For
29 Authorise Off-Market Purchase of Ordinary Shares Management For For
30 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE:  JUN 06, 2023
TICKER:  CTSH       SECURITY ID:  192446102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Zein Abdalla Management For For
1b Elect Director Vinita Bali Management For For
1c Elect Director Eric Branderiz Management For For
1d Elect Director Archana Deskus Management For For
1e Elect Director John M. Dineen Management For For
1f Elect Director Nella Domenici Management For For
1g Elect Director Ravi Kumar S Management For For
1h Elect Director Leo S. Mackay, Jr. Management For For
1i Elect Director Michael Patsalos-Fox Management For For
1j Elect Director Stephen J. Rohleder Management For For
1k Elect Director Abraham "Bram" Schot Management For For
1l Elect Director Joseph M. Velli Management For For
1m Elect Director Sandra S. Wijnberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Approve Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
6 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
7 Amend Bylaws Shareholder Against Against
8 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
COMCAST CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  CMCSA       SECURITY ID:  20030N101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth J. Bacon Management For For
1.2 Elect Director Thomas J. Baltimore, Jr. Management For For
1.3 Elect Director Madeline S. Bell Management For For
1.4 Elect Director Edward D. Breen Management For For
1.5 Elect Director Gerald L. Hassell Management For For
1.6 Elect Director Jeffrey A. Honickman Management For For
1.7 Elect Director Maritza G. Montiel Management For For
1.8 Elect Director Asuka Nakahara Management For For
1.9 Elect Director David C. Novak Management For For
1.10 Elect Director Brian L. Roberts Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Approve Omnibus Stock Plan Management For For
4 Amend Qualified Employee Stock Purchase Plan Management For For
5 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
6 Advisory Vote on Say on Pay Frequency Management One Year One Year
7 Oversee and Report on a Racial Equity Audit Shareholder Against Against
8 Report on Climate Risk in Retirement Plan Options Shareholder Against Against
9 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against Against
10 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
11 Report on Risks Related to Operations in China Shareholder Against Against
 
CORPORATE OFFICE PROPERTIES TRUST
MEETING DATE:  MAY 11, 2023
TICKER:  OFC       SECURITY ID:  22002T108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Thomas F. Brady Management For For
1b Elect Director Stephen E. Budorick Management For For
1c Elect Director Robert L. Denton, Sr. Management For For
1d Elect Director Philip L. Hawkins Management For For
1e Elect Director Steven D. Kesler Management For For
1f Elect Director Letitia A. Long Management For For
1g Elect Director Essye B. Miller Management For For
1h Elect Director Raymond L. Owens Management For For
1i Elect Director C. Taylor Pickett Management For For
1j Elect Director Lisa G. Trimberger Management For For
2 Advisory Vote on Say on Pay Frequency Management One Year One Year
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
DEUTSCHE TELEKOM AG
MEETING DATE:  APR 05, 2023
TICKER:  DTE       SECURITY ID:  D2035M136
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) Management None None
2 Approve Allocation of Income and Dividends of EUR 0.70 per Share Management For For
3 Approve Discharge of Management Board for Fiscal Year 2022 Management For For
4 Approve Discharge of Supervisory Board for Fiscal Year 2022 Management For For
5 Ratify Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024 Management For For
6.1 Elect Harald Krueger to the Supervisory Board Management For For
6.2 Elect Reinhard Ploss to the Supervisory Board Management For For
6.3 Elect Margret Suckale to the Supervisory Board Management For For
7 Approve Virtual-Only Shareholder Meetings Until 2025 Management For For
8 Approve Remuneration Report Management For For
 
DIGITAL REALTY TRUST, INC.
MEETING DATE:  JUN 08, 2023
TICKER:  DLR       SECURITY ID:  253868103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alexis Black Bjorlin Management For For
1b Elect Director VeraLinn 'Dash' Jamieson Management For For
1c Elect Director Kevin J. Kennedy Management For For
1d Elect Director William G. LaPerch Management For For
1e Elect Director Jean F.H.P. Mandeville Management For For
1f Elect Director Afshin Mohebbi Management For For
1g Elect Director Mark R. Patterson Management For For
1h Elect Director Mary Hogan Preusse Management For For
1i Elect Director Andrew P. Power Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Report on Risks Associated with Use of Concealment Clauses Shareholder Against For
6 Report on Whether Company Policies Reinforce Racism in Company Culture Shareholder Against Against
 
DOMINION ENERGY, INC.
MEETING DATE:  MAY 10, 2023
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 D. Maybank Hagood Management For For
1D Elect Director Ronald W. Jibson Management For For
1E Elect Director Mark J. Kington Management For For
1F Elect Director Kristin G. Lovejoy Management For For
1G Elect Director Joseph M. Rigby Management For For
1H Elect Director Pamela J. Royal Management For For
1I Elect Director Robert H. Spilman, Jr. Management For For
1J Elect Director Susan N. Story Management For For
1K Elect Director Michael E. Szymanczyk Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Amend Right to Call Special Meeting Management For For
6 Amend Advance Notice Provisions for Director Nominations Management For For
7 Require Independent Board Chair Shareholder Against Against
 
DUKE ENERGY CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  DUK       SECURITY ID:  26441C204
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Derrick Burks Management For For
1b Elect Director Annette K. Clayton Management For For
1c Elect Director Theodore F. Craver, Jr. Management For For
1d Elect Director Robert M. Davis Management For For
1e Elect Director Caroline Dorsa Management For For
1f Elect Director W. Roy Dunbar Management For For
1g Elect Director Nicholas C. Fanandakis Management For For
1h Elect Director Lynn J. Good Management For For
1i Elect Director John T. Herron Management For For
1j Elect Director Idalene F. Kesner Management For For
1k Elect Director E. Marie McKee Management For For
1l Elect Director Michael J. Pacilio Management For For
1m Elect Director Thomas E. Skains Management For For
1n 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Adopt Simple Majority Vote Shareholder None For
7 Create a Committee to Evaluate Decarbonization Risk Shareholder Against Against
 
EBAY, INC.
MEETING DATE:  JUN 21, 2023
TICKER:  EBAY       SECURITY ID:  278642103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Adriane M. Brown Management For For
1b Elect Director Aparna Chennapragada Management For For
1c Elect Director Logan D. Green Management For For
1d Elect Director E. Carol Hayles Management For For
1e Elect Director Jamie Iannone Management For For
1f Elect Director Shripriya Mahesh Management For For
1g Elect Director Paul S. Pressler Management For For
1h Elect Director Mohak Shroff Management For For
1i Elect Director Perry M. Traquina Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Amend Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
7 Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% Shareholder Against Against
 
EDISON INTERNATIONAL
MEETING DATE:  APR 27, 2023
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 on Say on Pay Frequency Management One Year One Year
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ELEVANCE HEALTH, INC.
MEETING DATE:  MAY 10, 2023
TICKER:  ELV       SECURITY ID:  036752103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Gail K. Boudreaux Management For For
1.2 Elect Director R. Kerry Clark Management For For
1.3 Elect Director Robert L. Dixon, Jr. Management For For
1.4 Elect Director Deanna D. Strable Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
6 Annually Report Third Party Political Contributions Shareholder Against Against
 
ENERGIZER HOLDINGS, INC.
MEETING DATE:  JAN 30, 2023
TICKER:  ENR       SECURITY ID:  29272W109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carlos Abrams-Rivera Management For For
1b Elect Director Cynthia J. Brinkley Management For For
1c Elect Director Rebecca D. Frankiewicz Management For For
1d Elect Director Kevin J. Hunt Management For For
1e Elect Director James C. Johnson Management For For
1f Elect Director Mark S. LaVigne Management For For
1g Elect Director Patrick J. Moore Management For For
1h Elect Director Donal L. Mulligan Management For For
1i Elect Director Nneka L. Rimmer Management For For
1j Elect Director Robert V. Vitale 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
 
ENTERPRISE PRODUCTS PARTNERS LP
MEETING DATE:  NOV 22, 2022
TICKER:  EPD       SECURITY ID:  293792107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Amend Omnibus Stock Plan Management For For
2 Amend Qualified Employee Stock Purchase Plan Management For For
 
ESSEX PROPERTY TRUST, INC.
MEETING DATE:  MAY 09, 2023
TICKER:  ESS       SECURITY ID:  297178105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Keith R. Guericke Management For For
1b Elect Director Maria R. Hawthorne Management For For
1c Elect Director Amal M. Johnson Management For For
1d Elect Director Mary Kasaris Management For For
1e Elect Director Angela L. Kleiman Management For For
1f Elect Director Irving F. Lyons, III Management For For
1g Elect Director George M. Marcus Management For For
1h Elect Director Thomas E. Robinson Management For For
1i Elect Director Michael J. Schall Management For For
1j Elect Director Byron A. Scordelis Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
EXELON CORPORATION
MEETING DATE:  APR 25, 2023
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 W. Paul Bowers Management For For
1c Elect Director Calvin G. Butler, Jr. Management For For
1d Elect Director Marjorie Rodgers Cheshire Management For For
1e Elect Director Linda Jojo Management For For
1f Elect Director Charisse Lillie Management For For
1g Elect Director Matthew Rogers Management For For
1h 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
EXXON MOBIL CORPORATION
MEETING DATE:  MAY 31, 2023
TICKER:  XOM       SECURITY ID:  30231G102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael J. Angelakis Management For For
1.2 Elect Director Susan K. Avery Management For For
1.3 Elect Director Angela F. Braly Management For For
1.4 Elect Director Gregory J. Goff Management For For
1.5 Elect Director John D. Harris, II Management For For
1.6 Elect Director Kaisa H. Hietala Management For For
1.7 Elect Director Joseph L. Hooley Management For For
1.8 Elect Director Steven A. Kandarian Management For For
1.9 Elect Director Alexander A. Karsner Management For For
1.10 Elect Director Lawrence W. Kellner Management For For
1.11 Elect Director Jeffrey W. Ubben Management For For
1.12 Elect Director Darren W. Woods Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Establish Board Committee on Decarbonization Risk Shareholder Against Against
6 Reduce Executive Stock Holding Period Shareholder Against Against
7 Report on Carbon Capture and Storage Shareholder Against Against
8 Report on Methane Emission Disclosure Reliability Shareholder Against Against
9 Adopt Medium-Term Scope 3 GHG Reduction Target Shareholder Against Against
10 Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana Shareholder Against Against
11 Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Shareholder Against Against
12 Report on Asset Retirement Obligations Under IEA NZE Scenario Shareholder Against Against
13 Commission Audited Report on Reduced Plastics Demand Shareholder Against Against
14 Report on Potential Costs of Environmental Litigation Shareholder Against Against
15 Publish a Tax Transparency Report Shareholder Against Against
16 Report on Social Impact From Plant Closure or Energy Transition Shareholder Against Against
17 Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* Shareholder None None
 
FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  FIS       SECURITY ID:  31620M106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lee Adrean Management For For
1b Elect Director Ellen R. Alemany Management For For
1c Elect Director Mark D. Benjamin Management For For
1d Elect Director Vijay G. D'Silva Management For For
1e Elect Director Stephanie L. Ferris Management For For
1f Elect Director Jeffrey A. Goldstein Management For For
1g Elect Director Lisa A. Hook Management For For
1h Elect Director Kenneth T. Lamneck Management For For
1i Elect Director Gary L. Lauer Management For For
1j Elect Director Louise M. Parent Management For For
1k Elect Director Brian T. Shea Management For For
1l Elect Director James B. Stallings, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE:  MAY 09, 2023
TICKER:  FAF       SECURITY ID:  31847R102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Kenneth D. DeGiorgio Management For For
1.2 Elect Director James L. Doti Management For For
1.3 Elect Director Michael D. McKee Management For For
1.4 Elect Director Marsha A. Spence Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
FIRSTENERGY CORPORATION
MEETING DATE:  MAY 24, 2023
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 Andrew Teno Management For For
1.10 Elect Director Leslie M. Turner Management For For
1.11 Elect Director Melvin 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% Management For For
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
7 Establish a New Board Committee on Decarbonization Risk Shareholder Against Against
 
GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE:  JUN 15, 2023
TICKER:  GLPI       SECURITY ID:  36467J108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Peter M. Carlino Management For For
1.2 Elect Director JoAnne A. Epps Management For For
1.3 Elect Director Carol 'Lili' Lynton Management For For
1.4 Elect Director Joseph W. Marshall, III Management For For
1.5 Elect Director James B. Perry Management For For
1.6 Elect Director Barry F. Schwartz Management For For
1.7 Elect Director Earl C. Shanks Management For For
1.8 Elect Director E. Scott Urdang Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
GENERAL DYNAMICS CORPORATION
MEETING DATE:  MAY 03, 2023
TICKER:  GD       SECURITY ID:  369550108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Richard D. Clarke Management For For
1b Elect Director James S. Crown Management For For
1c Elect Director Rudy F. deLeon Management For For
1d Elect Director Cecil D. Haney Management For For
1e Elect Director Mark M. Malcolm Management For For
1f Elect Director James N. Mattis Management For For
1g Elect Director Phebe N. Novakovic Management For For
1h Elect Director C. Howard Nye Management For For
1i Elect Director Catherine B. Reynolds Management For For
1j Elect Director Laura J. Schumacher Management For For
1k Elect Director Robert K. Steel Management For For
1l Elect Director John G. Stratton Management For For
1m Elect Director Peter A. Wall Management For For
2 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
3 Ratify KPMG LLP as Auditors Management For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Advisory Vote on Say on Pay Frequency Management One Year One Year
6 Report on Human Rights Risk Assessment Shareholder Against Against
7 Require Independent Board Chair Shareholder Against Against
 
GENPACT LIMITED
MEETING DATE:  MAY 04, 2023
TICKER:  G       SECURITY ID:  G3922B107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director N.V. "Tiger" Tyagarajan Management For For
1.2 Elect Director James Madden Management For For
1.3 Elect Director Ajay Agrawal Management For For
1.4 Elect Director Stacey Cartwright Management For For
1.5 Elect Director Laura Conigliaro Management For For
1.6 Elect Director Tamara Franklin Management For For
1.7 Elect Director Carol Lindstrom Management For For
1.8 Elect Director CeCelia Morken Management For For
1.9 Elect Director Brian Stevens Management For For
1.10 Elect Director Mark Verdi Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG Assurance and Consulting Services LLP as Auditors Management For For
 
GLOBAL PAYMENTS INC.
MEETING DATE:  APR 27, 2023
TICKER:  GPN       SECURITY ID:  37940X102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director F. Thaddeus Arroyo Management For For
1b Elect Director Robert H.B. Baldwin, Jr. Management For For
1c Elect Director John G. Bruno Management For For
1d Elect Director Joia M. Johnson Management For For
1e Elect Director Ruth Ann Marshall Management For For
1f Elect Director Connie D. McDaniel Management For For
1g Elect Director Joseph H. Osnoss Management For For
1h Elect Director William B. Plummer Management For For
1i Elect Director Jeffrey S. Sloan Management For For
1j Elect Director John T. Turner Management For For
1k Elect Director M. Troy Woods Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
HASBRO, INC.
MEETING DATE:  MAY 18, 2023
TICKER:  HAS       SECURITY ID:  418056107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael R. Burns Management For For
1.2 Elect Director Hope F. Cochran Management For For
1.3 Elect Director Christian P. Cocks Management For For
1.4 Elect Director Lisa Gersh Management For For
1.5 Elect Director Elizabeth Hamren Management For For
1.6 Elect Director Blake Jorgensen Management For For
1.7 Elect Director Tracy A. Leinbach Management For For
1.8 Elect Director Laurel J. Richie Management For For
1.9 Elect Director Richard S. Stoddart Management For For
1.10 Elect Director Mary Beth West Management For For
1.11 Elect Director Linda Zecher Higgins Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify KPMG LLP as Auditors Management For For
 
HITACHI LTD.
MEETING DATE:  JUN 21, 2023
TICKER:  6501       SECURITY ID:  J20454112
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Ihara, Katsumi Management For For
1.2 Elect Director Ravi Venkatesan Management For For
1.3 Elect Director Cynthia Carroll Management For For
1.4 Elect Director Sugawara, Ikuro Management For For
1.5 Elect Director Joe Harlan Management For For
1.6 Elect Director Louise Pentland Management For For
1.7 Elect Director Yamamoto, Takatoshi Management For For
1.8 Elect Director Yoshihara, Hiroaki Management For For
1.9 Elect Director Helmuth Ludwig Management For For
1.10 Elect Director Kojima, Keiji Management For For
1.11 Elect Director Nishiyama, Mitsuaki Management For For
1.12 Elect Director Higashihara, Toshiaki Management For For
 
HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE:  APR 19, 2023
TICKER:  HBAN       SECURITY ID:  446150104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Alanna Y. Cotton Management For For
1.2 Elect Director Ann B. (Tanny) Crane Management For For
1.3 Elect Director Gina D. France Management For For
1.4 Elect Director J. Michael Hochschwender Management For For
1.5 Elect Director Richard H. King Management For For
1.6 Elect Director Katherine M. A. (Allie) Kline Management For For
1.7 Elect Director Richard W. Neu Management For For
1.8 Elect Director Kenneth J. Phelan Management For For
1.9 Elect Director David L. Porteous Management For For
1.10 Elect Director Roger J. Sit Management For For
1.11 Elect Director Stephen D. Steinour Management For For
1.12 Elect Director Jeffrey L. Tate Management For For
1.13 Elect Director Gary Torgow Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
JOHNSON & JOHNSON
MEETING DATE:  APR 27, 2023
TICKER:  JNJ       SECURITY ID:  478160104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Darius Adamczyk Management For For
1b Elect Director Mary C. Beckerle Management For For
1c Elect Director D. Scott Davis Management For For
1d Elect Director Jennifer A. Doudna Management For For
1e Elect Director Joaquin Duato Management For For
1f Elect Director Marillyn A. Hewson Management For For
1g Elect Director Paula A. Johnson Management For For
1h Elect Director Hubert Joly Management For For
1i Elect Director Mark B. McClellan Management For For
1j Elect Director Anne M. Mulcahy Management For For
1k Elect Director Mark A. Weinberger Management For For
1l Elect Director Nadja Y. West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Adopt Mandatory Arbitration Bylaw - Withdrawn Shareholder None None
6 Report on Government Financial Support and Equitable Access to Covid-19 Products Shareholder Against Against
7 Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
 
JPMORGAN CHASE & CO.
MEETING DATE:  MAY 16, 2023
TICKER:  JPM       SECURITY ID:  46625H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda B. Bammann Management For For
1b Elect Director Stephen B. Burke Management For For
1c Elect Director Todd A. Combs Management For For
1d Elect Director James S. Crown Management For For
1e Elect Director Alicia Boler Davis Management For For
1f Elect Director James Dimon Management For For
1g Elect Director Timothy P. Flynn Management For For
1h Elect Director Alex Gorsky Management For For
1i Elect Director Mellody Hobson Management For For
1j Elect Director Michael A. Neal Management For For
1k Elect Director Phebe N. Novakovic Management For For
1l Elect Director Virginia M. Rometty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
6 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
7 Amend Public Responsibility Committee Charter to Include Animal Welfare Shareholder Against Against
8 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
9 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
10 Report on Risks Related to Discrimination Against Individuals Including Political Views Shareholder Against Against
11 Report on Political Expenditures Congruence Shareholder Against Against
12 Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting Shareholder Against Against
 
KEURIG DR PEPPER INC.
MEETING DATE:  JUN 12, 2023
TICKER:  KDP       SECURITY ID:  49271V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Robert Gamgort Management For For
1B Elect Director Oray Boston Management For For
1C Elect Director Olivier Goudet Management For For
1D Elect Director Peter Harf Management For For
1E Elect Director Juliette Hickman Management For For
1F Elect Director Paul Michaels Management For For
1G Elect Director Pamela Patsley Management For For
1H Elect Director Lubomira Rochet Management For For
1I Elect Director Debra Sandler Management For For
1J Elect Director Robert Singer Management For For
1K Elect Director Larry Young Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
 
LOWE'S COMPANIES, INC.
MEETING DATE:  MAY 26, 2023
TICKER:  LOW       SECURITY ID:  548661107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Raul Alvarez Management For For
1.2 Elect Director David H. Batchelder Management For For
1.3 Elect Director Scott H. Baxter Management For For
1.4 Elect Director Sandra B. Cochran Management For For
1.5 Elect Director Laurie Z. Douglas Management For For
1.6 Elect Director Richard W. Dreiling Management For For
1.7 Elect Director Marvin R. Ellison Management For For
1.8 Elect Director Daniel J. Heinrich Management For For
1.9 Elect Director Brian C. Rogers Management For For
1.10 Elect Director Bertram L. Scott Management For For
1.11 Elect Director Colleen Taylor Management For For
1.12 Elect Director Mary Beth West Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
LPL FINANCIAL HOLDINGS INC.
MEETING DATE:  MAY 11, 2023
TICKER:  LPLA       SECURITY ID:  50212V100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Dan H. Arnold Management For For
1b Elect Director Edward C. Bernard Management For For
1c Elect Director H. Paulett Eberhart Management For For
1d Elect Director William F. Glavin, Jr. Management For For
1e Elect Director Albert J. Ko Management For For
1f Elect Director Allison H. Mnookin Management For For
1g Elect Director Anne M. Mulcahy Management For For
1h Elect Director James S. Putnam Management For For
1i Elect Director Richard P. Schifter Management For For
1j Elect Director Corey E. Thomas Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
M&T BANK CORPORATION
MEETING DATE:  APR 18, 2023
TICKER:  MTB       SECURITY ID:  55261F104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John P. Barnes Management For For
1.2 Elect Director Robert T. Brady Management For For
1.3 Elect Director Carlton J. Charles Management For For
1.4 Elect Director Jane Chwick Management For For
1.5 Elect Director William F. Cruger, Jr. Management For For
1.6 Elect Director T. Jefferson Cunningham, III Management For For
1.7 Elect Director Gary N. Geisel Management For For
1.8 Elect Director Leslie V. Godridge Management For For
1.9 Elect Director Rene F. Jones Management For For
1.10 Elect Director Richard H. Ledgett, Jr. Management For For
1.11 Elect Director Melinda R. Rich Management For For
1.12 Elect Director Robert E. Sadler, Jr. Management For For
1.13 Elect Director Denis J. Salamone Management For For
1.14 Elect Director John R. Scannell Management For For
1.15 Elect Director Rudina Seseri Management For For
1.16 Elect Director Kirk W. Walters Management For For
1.17 Elect Director Herbert L. Washington Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
MANPOWERGROUP INC.
MEETING DATE:  MAY 05, 2023
TICKER:  MAN       SECURITY ID:  56418H100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1A Elect Director Jean-Philippe Courtois Management For For
1B Elect Director William Downe Management For For
1C Elect Director John F. Ferraro Management For For
1D Elect Director William P. Gipson Management For For
1E Elect Director Patricia Hemingway Hall Management For For
1F Elect Director Julie M. Howard Management For For
1G Elect Director Ulice Payne, Jr. Management For For
1H Elect Director Muriel Penicaud Management For For
1I Elect Director Jonas Prising Management For For
1J Elect Director Paul Read Management For For
1K Elect Director Elizabeth P. Sartain Management For For
1L Elect Director Michael J. Van Handel Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
MERCK & CO., INC.
MEETING DATE:  MAY 23, 2023
TICKER:  MRK       SECURITY ID:  58933Y105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Douglas M. Baker, Jr. Management For For
1b Elect Director Mary Ellen Coe Management For For
1c Elect Director Pamela J. Craig Management For For
1d Elect Director Robert M. Davis Management For For
1e Elect Director Thomas H. Glocer Management For For
1f Elect Director Risa J. Lavizzo-Mourey Management For For
1g Elect Director Stephen L. Mayo Management For For
1h Elect Director Paul B. Rothman Management For For
1i Elect Director Patricia F. Russo Management For For
1j Elect Director Christine E. Seidman Management For For
1k Elect Director Inge G. Thulin Management For For
1l Elect Director Kathy J. Warden Management For For
1m Elect Director Peter C. Wendell Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Report on Risks Related to Operations in China Shareholder Against Against
6 Report on Access to COVID-19 Products Shareholder Against Against
7 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities Shareholder Against Against
8 Report on Impact of Extended Patent Exclusivities on Product Access Shareholder Against Against
9 Publish a Congruency Report of Partnerships with Globalist Organizations Shareholder Against Against
10 Require Independent Board Chair Shareholder Against Against
 
MICROCHIP TECHNOLOGY INCORPORATED
MEETING DATE:  AUG 23, 2022
TICKER:  MCHP       SECURITY ID:  595017104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Matthew W. Chapman Management For For
1.2 Elect Director Esther L. Johnson Management For For
1.3 Elect Director Karlton D. Johnson Management For For
1.4 Elect Director Wade F. Meyercord Management For For
1.5 Elect Director Ganesh Moorthy Management For For
1.6 Elect Director Karen M. Rapp Management For For
1.7 Elect Director Steve Sanghi 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
 
MICROSOFT CORPORATION
MEETING DATE:  DEC 13, 2022
TICKER:  MSFT       SECURITY ID:  594918104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Reid G. Hoffman Management For For
1.2 Elect Director Hugh F. Johnston Management For For
1.3 Elect Director Teri L. List Management For For
1.4 Elect Director Satya Nadella Management For For
1.5 Elect Director Sandra E. Peterson Management For For
1.6 Elect Director Penny S. Pritzker Management For For
1.7 Elect Director Carlos A. Rodriguez Management For For
1.8 Elect Director Charles W. Scharf Management For For
1.9 Elect Director John W. Stanton Management For For
1.10 Elect Director John W. Thompson Management For For
1.11 Elect Director Emma N. Walmsley Management For For
1.12 Elect Director Padmasree Warrior Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
4 Report on Cost/Benefit Analysis of Diversity and Inclusion Shareholder Against Against
5 Report on Hiring of Persons with Arrest or Incarceration Records Shareholder Against Against
6 Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk Shareholder Against Against
7 Report on Government Use of Microsoft Technology Shareholder Against Against
8 Report on Development of Products for Military Shareholder Against Against
9 Report on Tax Transparency Shareholder Against Against
 
OLIN CORPORATION
MEETING DATE:  APR 27, 2023
TICKER:  OLN       SECURITY ID:  680665205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Beverley A. Babcock Management For For
1b Elect Director C. Robert Bunch Management For For
1c Elect Director Matthew S. Darnall Management For For
1d Elect Director Earl L. Shipp Management For For
1e Elect Director Scott M. Sutton Management For For
1f Elect Director William H. Weideman Management For For
1g Elect Director W. Anthony Will Management For For
1h Elect Director Carol A. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
 
OMNICOMGROUP INC.
MEETING DATE:  MAY 02, 2023
TICKER:  OMC       SECURITY ID:  681919106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director John D. Wren Management For For
1.2 Elect Director Mary C. Choksi Management For For
1.3 Elect Director Leonard S. Coleman, Jr. Management For For
1.4 Elect Director Mark D. Gerstein Management For For
1.5 Elect Director Ronnie S. Hawkins Management For For
1.6 Elect Director Deborah J. Kissire Management For For
1.7 Elect Director Gracia C. Martore Management For For
1.8 Elect Director Patricia Salas Pineda Management For For
1.9 Elect Director Linda Johnson Rice Management For For
1.10 Elect Director Valerie M. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
OPEN TEXT CORPORATION
MEETING DATE:  SEP 15, 2022
TICKER:  OTEX       SECURITY ID:  683715106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director P. Thomas Jenkins Management For For
1.2 Elect Director Mark J. Barrenechea Management For For
1.3 Elect Director Randy Fowlie Management For For
1.4 Elect Director David Fraser Management For For
1.5 Elect Director Gail E. Hamilton Management For For
1.6 Elect Director Robert (Bob) Hau Management For For
1.7 Elect Director Ann M. Powell Management For For
1.8 Elect Director Stephen J. Sadler Management For For
1.9 Elect Director Michael Slaunwhite Management For For
1.10 Elect Director Katharine B. Stevenson Management For For
1.11 Elect Director Deborah Weinstein Management For For
2 Ratify KPMG LLP as Auditors Management For For
3 Advisory Vote on Executive Compensation Approach Management For Against
4 Approve Shareholder Rights Plan Management For For
 
ORGANON & CO.
MEETING DATE:  JUN 06, 2023
TICKER:  OGN       SECURITY ID:  68622V106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carrie S. Cox Management For For
1b Elect Director Alan Ezekowitz Management For For
1c Elect Director Helene Gayle Management For For
1d Elect Director Deborah Leone Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
OWENS CORNING
MEETING DATE:  APR 20, 2023
TICKER:  OC       SECURITY ID:  690742101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Brian D. Chambers Management For For
1b Elect Director Eduardo E. Cordeiro Management For For
1c Elect Director Adrienne D. Elsner Management For For
1d Elect Director Alfred E. Festa Management For For
1e Elect Director Edward F. Lonergan Management For For
1f Elect Director Maryann T. Mannen Management For For
1g Elect Director Paul E. Martin Management For For
1h Elect Director W. Howard Morris Management For For
1i Elect Director Suzanne P. Nimocks Management For For
1j Elect Director John 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 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Approve Omnibus Stock Plan Management For For
6 Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation Management For For
7 Amend Bylaws to Add Federal Forum Selection Provision Management For For
 
PARKER-HANNIFIN CORPORATION
MEETING DATE:  OCT 26, 2022
TICKER:  PH       SECURITY ID:  701094104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lee C. Banks Management For For
1b Elect Director Jillian C. Evanko Management For For
1c Elect Director Lance M. Fritz Management For For
1d Elect Director Linda A. Harty Management For For
1e Elect Director William F. Lacey Management For For
1f Elect Director Kevin A. Lobo Management For For
1g Elect Director Joseph Scaminace Management For For
1h Elect Director Ake Svensson Management For For
1i Elect Director Laura K. Thompson Management For For
1j Elect Director James R. Verrier Management For For
1k Elect Director James L. Wainscott Management For For
1l Elect Director Thomas L. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Deloitte & Touche LLP as Auditors Management For For
 
PARKLAND CORPORATION
MEETING DATE:  MAY 04, 2023
TICKER:  PKI       SECURITY ID:  70137W108
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Michael Christiansen Management For For
1.2 Elect Director Lisa Colnett Management For For
1.3 Elect Director Robert Espey Management For For
1.4 Elect Director Marc Halley Management For For
1.5 Elect Director Tim W. Hogarth Management For For
1.6 Elect Director Richard Hookway Management For For
1.7 Elect Director Angela John Management For For
1.8 Elect Director Jim Pantelidis Management For For
1.9 Elect Director Steven Richardson Management For For
1.10 Elect Director Deborah Stein Management For For
2 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration Management For For
3 Re-approve Shareholder Rights Plan Management For For
4 Amend Stock Option Plan Management For For
5 Re-approve Stock Option Plan Management For For
6 Amend Restricted Share Unit Plan Management For For
7 Re-approve Restricted Share Unit Plan Management For For
8 Advisory Vote on Executive Compensation Approach Management For For
 
PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE:  MAY 03, 2023
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 Jacek Olczak Management For For
1j Elect Director Robert B. Polet Management For For
1k Elect Director Dessislava Temperley Management For For
1l Elect Director Shlomo Yanai Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers SA as Auditors Management For For
5 Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products Shareholder Against Against
 
PUBLIC STORAGE
MEETING DATE:  MAY 02, 2023
TICKER:  PSA       SECURITY ID:  74460D109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Ronald L. Havner, Jr. Management For For
1b Elect Director Tamara Hughes Gustavson Management For For
1c Elect Director Leslie S. Heisz Management For For
1d Elect Director Shankh S. Mitra Management For For
1e Elect Director David J. Neithercut Management For For
1f Elect Director Rebecca Owen Management For For
1g Elect Director Kristy M. Pipes Management For For
1h Elect Director Avedick B. Poladian Management For For
1i Elect Director John Reyes Management For For
1j Elect Director Joseph D. Russell, Jr. Management For For
1k Elect Director Tariq M. Shaukat Management For For
1l Elect Director Ronald P. Spogli Management For For
1m Elect Director Paul S. Williams Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal Shareholder Against For
 
RECKITT BENCKISER GROUP PLC
MEETING DATE:  MAY 03, 2023
TICKER:  RKT       SECURITY ID:  G74079107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Report Management For For
3 Approve Final Dividend Management For For
4 Re-elect Andrew Bonfield as Director Management For For
5 Re-elect Olivier Bohuon as Director Management For For
6 Re-elect Jeff Carr as Director Management For For
7 Re-elect Margherita Della Valle as Director Management For For
8 Re-elect Nicandro Durante as Director Management For For
9 Re-elect Mary Harris as Director Management For For
10 Re-elect Mehmood Khan as Director Management For For
11 Re-elect Pam Kirby as Director Management For For
12 Re-elect Chris Sinclair as Director Management For For
13 Re-elect Elane Stock as Director Management For For
14 Re-elect Alan Stewart as Director Management For For
15 Elect Jeremy Darroch as Director Management For For
16 Elect Tamara Ingram as Director Management For For
17 Reappoint KPMG LLP as Auditors Management For For
18 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
19 Authorise UK Political Donations and Expenditure Management For For
20 Authorise Issue of Equity Management For For
21 Authorise Issue of Equity without Pre-emptive Rights Management For For
22 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Management For For
23 Authorise Market Purchase of Ordinary Shares Management For For
24 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
REGAL REXNORD CORPORATION
MEETING DATE:  APR 25, 2023
TICKER:  RRX       SECURITY ID:  758750103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Jan A. Bertsch Management For For
1b Elect Director Stephen M. Burt Management For For
1c Elect Director Anesa T. Chaibi Management For For
1d Elect Director Theodore D. Crandall Management For For
1e Elect Director Michael P. Doss Management For For
1f Elect Director Michael F. Hilton Management For For
1g Elect Director Louis V. Pinkham Management For For
1h Elect Director Rakesh Sachdev Management For For
1i Elect Director Curtis W. Stoelting Management For For
1j Elect Director Robin A. Walker-Lee Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
REYNOLDS CONSUMER PRODUCTS INC.
MEETING DATE:  APR 26, 2023
TICKER:  REYN       SECURITY ID:  76171L106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Marla Gottschalk Management For Withhold
1b Elect Director Lance Mitchell Management For Withhold
1c Elect Director Richard Noll Management For Withhold
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
ROBERT HALF INTERNATIONAL INC.
MEETING DATE:  MAY 17, 2023
TICKER:  RHI       SECURITY ID:  770323103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Julia L. Coronado Management For For
1b Elect Director Dirk A. Kempthorne Management For For
1c Elect Director Harold M. Messmer, Jr. Management For For
1d Elect Director Marc H. Morial Management For For
1e Elect Director Robert J. Pace Management For For
1f Elect Director Frederick A. Richman Management For For
1g Elect Director M. Keith Waddell Management For For
1h Elect Director Marnie H. Wilking Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
 
ROYALTY PHARMA PLC
MEETING DATE:  JUN 22, 2023
TICKER:  RPRX       SECURITY ID:  G7709Q104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Pablo Legorreta Management For For
1b Elect Director Henry Fernandez Management For For
1c Elect Director Bonnie Bassler Management For For
1d Elect Director Errol De Souza Management For For
1e Elect Director Catherine Engelbert Management For For
1f Elect Director M. Germano Giuliani Management For For
1g Elect Director David Hodgson Management For For
1h Elect Director Ted Love Management For For
1i Elect Director Gregory Norden Management For For
1j Elect Director Rory Riggs 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 Accept Financial Statements and Statutory Reports Management For For
5 Approve Remuneration Report Management For For
6 Ratify Ernst & Young as U.K. Statutory Auditors Management For For
7 Authorise Board to Fix Remuneration of Auditors Management For For
 
SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE:  NOV 03, 2022
TICKER:  005930       SECURITY ID:  Y74718100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Heo Eun-nyeong as Outside Director Management For For
1.2 Elect Yoo Myeong-hui as Outside Director Management For For
 
SANOFI
MEETING DATE:  MAY 25, 2023
TICKER:  SAN       SECURITY ID:  80105N105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 3.56 per Share Management For For
4 Elect Frederic Oudea as Director Management For For
5 Approve Compensation Report of Corporate Officers Management For For
6 Approve Compensation of Serge Weinberg, Chairman of the Board Management For For
7 Approve Compensation of Paul Hudson, CEO Management For For
8 Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million Management For For
9 Approve Remuneration Policy of Directors Management For For
10 Approve Remuneration Policy of Chairman of the Board Management For For
11 Approve Remuneration Policy of CEO Management For For
12 Renew Appointment of PricewaterhouseCoopers Audit as Auditor Management For For
13 Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly Management For For
14 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Management For For
15 Authorize Decrease in Share Capital via Cancellation of Repurchased Shares Management For For
16 Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million Management For For
17 Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million Management For For
18 Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million Management For For
19 Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion Management For For
20 Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 Management For For
21 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Management For For
22 Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value Management For For
23 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For For
24 Authorize Filing of Required Documents/Other Formalities Management For For
 
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE:  JUN 07, 2023
TICKER:  SAIC       SECURITY ID:  808625107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Garth N. Graham Management For For
1b Elect Director Carolyn B. Handlon Management For For
1c Elect Director Yvette M. Kanouff Management For For
1d Elect Director Nazzic S. Keene Management For For
1e Elect Director Timothy J. Mayopoulos Management For For
1f Elect Director Katharina G. McFarland Management For For
1g Elect Director Milford W. McGuirt Management For For
1h Elect Director Donna S. Morea Management For For
1i Elect Director James C. Reagan Management For For
1j Elect Director Steven R. Shane Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Ratify Ernst & Young LLP as Auditors Management For For
4 Approve Omnibus Stock Plan Management For For
5 Amend Qualified Employee Stock Purchase Plan Management For For
 
SEMPRA ENERGY
MEETING DATE:  MAY 12, 2023
TICKER:  SRE       SECURITY ID:  816851109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Andres Conesa Management For Against
1b Elect Director Pablo A. Ferrero Management For For
1c Elect Director Jeffrey W. Martin Management For For
1d Elect Director Bethany J. Mayer Management For For
1e Elect Director Michael N. Mears Management For For
1f Elect Director Jack T. Taylor Management For Against
1g Elect Director Cynthia L. Walker Management For For
1h Elect Director Cynthia J. Warner Management For Against
1i Elect Director James C. Yardley Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For Against
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
5 Increase Authorized Common Stock Management For Against
6 Change Company Name to Sempra Management For For
7 Amend Articles of Incorporation Management For For
8 Require Independent Board Chair Shareholder Against Against
 
SHELL PLC
MEETING DATE:  MAY 23, 2023
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 Policy Management For For
3 Approve Remuneration Report Management For For
4 Elect Wael Sawan as Director Management For For
5 Elect Cyrus Taraporevala as Director Management For For
6 Elect Sir Charles Roxburgh as Director Management For For
7 Elect Leena Srivastava as Director Management For For
8 Re-elect Sinead Gorman as Director Management For For
9 Re-elect Dick Boer as Director Management For For
10 Re-elect Neil Carson as Director Management For For
11 Re-elect Ann Godbehere as Director Management For For
12 Re-elect Jane Lute as Director Management For For
13 Re-elect Catherine Hughes as Director Management For For
14 Re-elect Sir Andrew Mackenzie as Director Management For For
15 Re-elect Abraham Schot as Director Management For For
16 Reappoint Ernst & Young LLP as Auditors Management For For
17 Authorise the Audit Committee to Fix Remuneration of Auditors Management For For
18 Authorise Issue of Equity Management For For
19 Authorise Issue of Equity without Pre-emptive Rights Management For For
20 Authorise Market Purchase of Ordinary Shares Management For For
21 Authorise Off-Market Purchase of Ordinary Shares Management For For
22 Authorise UK Political Donations and Expenditure Management For For
23 Adopt New Articles of Association Management For For
24 Approve Share Plan Management For For
25 Approve the Shell Energy Transition Progress Management For For
26 Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement Shareholder Against Against
 
SMITH & NEPHEW PLC
MEETING DATE:  APR 26, 2023
TICKER:  SN       SECURITY ID:  83175M205
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Accept Financial Statements and Statutory Reports Management For For
2 Approve Remuneration Policy Management For For
3 Approve Remuneration Report Management For For
4 Approve Final Dividend Management For For
5 Elect Rupert Soames as Director Management For For
6 Re-elect Erik Engstrom as Director Management For For
7 Re-elect Jo Hallas as Director Management For For
8 Re-elect John Ma as Director Management For For
9 Re-elect Katarzyna Mazur-Hofsaess as Director Management For For
10 Re-elect Rick Medlock as Director Management For For
11 Re-elect Deepak Nath as Director Management For For
12 Re-elect Anne-Francoise Nesmes as Director Management For For
13 Re-elect Marc Owen as Director Management For For
14 Re-elect Roberto Quarta as Director Management For For
15 Re-elect Angie Risley as Director Management For For
16 Re-elect Bob White as Director Management For For
17 Reappoint KPMG LLP as Auditors Management For For
18 Authorise Board to Fix Remuneration of Auditors 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
 
SS&C TECHNOLOGIES HOLDINGS, INC.
MEETING DATE:  MAY 17, 2023
TICKER:  SSNC       SECURITY ID:  78467J100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Normand A. Boulanger Management For For
1b Elect Director David A. Varsano Management For For
1c Elect Director Michael J. Zamkow Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For Against
 
STATE STREET CORPORATION
MEETING DATE:  MAY 17, 2023
TICKER:  STT       SECURITY ID:  857477103
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Patrick de Saint-Aignan Management For For
1b Elect Director Marie A. Chandoha Management For For
1c Elect Director DonnaLee DeMaio Management For For
1d Elect Director Amelia C. Fawcett Management For For
1e Elect Director William C. Freda Management For For
1f Elect Director Sara Mathew Management For For
1g Elect Director William L. Meaney Management For For
1h Elect Director Ronald P. O'Hanley Management For For
1i Elect Director Sean O'Sullivan Management For For
1j Elect Director Julio A. Portalatin Management For For
1k Elect Director John B. Rhea Management For For
1l Elect Director Gregory L. Summe Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Amend Omnibus Stock Plan Management For For
5 Ratify Ernst & Young LLP as Auditors Management For For
6 Report on Asset Management Policies and Diversified Investors Shareholder Against Against
 
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE:  JUN 06, 2023
TICKER:  2330       SECURITY ID:  874039100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Business Operations Report and Financial Statements Management For For
2 Approve Issuance of Restricted Stocks Management For For
3 Amend Procedures for Endorsement and Guarantees Management For For
4 Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee Management For For
 
TAPESTRY, INC.
MEETING DATE:  NOV 15, 2022
TICKER:  TPR       SECURITY ID:  876030107
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director John P. Bilbrey Management For For
1b Elect Director Darrell Cavens Management For For
1c Elect Director Joanne Crevoiserat Management For For
1d Elect Director David Denton Management For For
1e Elect Director Johanna (Hanneke) Faber Management For For
1f Elect Director Anne Gates Management For For
1g Elect Director Thomas Greco Management For For
1h Elect Director Pamela Lifford Management For For
1i Elect Director Annabelle Yu Long Management For For
1j Elect Director Ivan Menezes Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE:  APR 12, 2023
TICKER:  BK       SECURITY ID:  064058100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Linda Z. Cook Management For For
1b Elect Director Joseph J. Echevarria Management For For
1c Elect Director M. Amy Gilliland Management For For
1d Elect Director Jeffrey A. Goldstein Management For For
1e Elect Director K. Guru Gowrappan Management For For
1f Elect Director Ralph Izzo Management For For
1g Elect Director Sandra E. "Sandie" O'Connor Management For For
1h Elect Director Elizabeth E. Robinson Management For For
1i Elect Director Frederick O. Terrell Management For For
1j Elect Director Robin A. Vince Management For For
1k Elect Director Alfred W. "Al" Zollar Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
6 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
THE CIGNA GROUP
MEETING DATE:  APR 26, 2023
TICKER:  CI       SECURITY ID:  125523100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director David M. Cordani Management For For
1b Elect Director William J. DeLaney Management For For
1c Elect Director Eric J. Foss Management For For
1d Elect Director Elder Granger Management For For
1e Elect Director Neesha Hathi Management For For
1f Elect Director George Kurian Management For For
1g Elect Director Kathleen M. Mazzarella Management For For
1h Elect Director Mark B. McClellan Management For For
1i Elect Director Kimberly A. Ross Management For For
1j Elect Director Eric C. Wiseman Management For For
1k Elect Director Donna F. Zarcone Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
5 Amend Certificate of Incorporation to Limit the Liability of Certain Officers Management For For
6 Reduce Ownership Threshold for Shareholders to Call Special Meeting Shareholder Against Against
7 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
 
THE COCA-COLA COMPANY
MEETING DATE:  APR 25, 2023
TICKER:  KO       SECURITY ID:  191216100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Herb Allen Management For For
1.2 Elect Director Marc Bolland Management For For
1.3 Elect Director Ana Botin Management For For
1.4 Elect Director Christopher C. Davis Management For For
1.5 Elect Director Barry Diller Management For For
1.6 Elect Director Carolyn Everson Management For For
1.7 Elect Director Helene D. Gayle Management For For
1.8 Elect Director Alexis M. Herman Management For For
1.9 Elect Director Maria Elena Lagomasino Management For For
1.10 Elect Director Amity Millhiser Management For For
1.11 Elect Director James Quincey Management For For
1.12 Elect Director Caroline J. Tsay Management For For
1.13 Elect Director David B. Weinberg Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Third-Party Civil Rights Audit Shareholder Against Against
6 Issue Transparency Report on Global Public Policy and Political Influence Shareholder Against Against
7 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
8 Require Independent Board Chair Shareholder Against Against
9 Report on Risk Due to Restrictions on Reproductive Rights Shareholder Against Against
 
THE PNC FINANCIAL SERVICES GROUP, INC.
MEETING DATE:  APR 26, 2023
TICKER:  PNC       SECURITY ID:  693475105
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Joseph Alvarado Management For For
1b Elect Director Debra A. Cafaro Management For For
1c Elect Director Marjorie Rodgers Cheshire Management For For
1d Elect Director William S. Demchak Management For For
1e Elect Director Andrew T. Feldstein Management For For
1f Elect Director Richard J. Harshman Management For For
1g Elect Director Daniel R. Hesse Management For For
1h Elect Director Renu Khator Management For For
1i Elect Director Linda R. Medler Management For For
1j Elect Director Robert A. Niblock Management For For
1k Elect Director Martin Pfinsgraff Management For For
1l Elect Director Bryan S. Salesky Management For For
1m Elect Director Toni Townes-whitley Management For For
2 Ratify PricewaterhouseCoopers LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
4 Advisory Vote on Say on Pay Frequency Management One Year One Year
 
THE PROCTER & GAMBLE COMPANY
MEETING DATE:  OCT 11, 2022
TICKER:  PG       SECURITY ID:  742718109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director B. Marc Allen Management For For
1b Elect Director Angela F. Braly Management For For
1c Elect Director Amy L. Chang Management For For
1d Elect Director Joseph Jimenez Management For For
1e Elect Director Christopher Kempczinski Management For For
1f Elect Director Debra L. Lee Management For For
1g Elect Director Terry J. Lundgren Management For For
1h Elect Director Christine M. McCarthy Management For For
1i Elect Director Jon R. Moeller Management For For
1j Elect Director Rajesh Subramaniam Management For For
1k Elect Director Patricia A. Woertz Management For For
2 Ratify Deloitte & Touche LLP as Auditors Management For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
 
THE TRAVELERS COMPANIES, INC.
MEETING DATE:  MAY 24, 2023
TICKER:  TRV       SECURITY ID:  89417E109
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Alan L. Beller Management For For
1b Elect Director Janet M. Dolan Management For For
1c Elect Director Russell G. Golden Management For For
1d Elect Director Patricia L. Higgins Management For For
1e Elect Director William J. Kane Management For For
1f Elect Director Thomas B. Leonardi Management For For
1g Elect Director Clarence Otis, Jr. Management For For
1h Elect Director Elizabeth E. Robinson Management For For
1i Elect Director Philip T. (Pete) Ruegger, III Management For For
1j Elect Director Rafael Santana Management For For
1k Elect Director Todd C. Schermerhorn Management For For
1l Elect Director Alan D. Schnitzer Management For For
1m Elect Director Laurie J. Thomsen Management For For
1n Elect Director Bridget van Kralingen 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
4 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
5 Approve Omnibus Stock Plan Management For For
6 Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting Shareholder Against Against
7 Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development Shareholder Against Against
8 Oversee and Report on a Third-Party Racial Equity Audit Shareholder Against Against
9 Ensure Policies Do Not Support Police Violations of Civil Rights Shareholder Against Against
10 Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn Shareholder None None
 
TOTALENERGIES SE
MEETING DATE:  MAY 26, 2023
TICKER:  TTE       SECURITY ID:  F92124100
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1 Approve Financial Statements and Statutory Reports Management For For
2 Approve Consolidated Financial Statements and Statutory Reports Management For For
3 Approve Allocation of Income and Dividends of EUR 3.81 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 Marie-Christine Coisne-Roquette as Director Management For For
7 Reelect Mark Cutifani as Director Management For For
8 Elect Dierk Paskert as Director Management For For
9 Elect Anelise Lara as Director Management For For
10 Approve Compensation Report of Corporate Officers Management For For
11 Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 1.95 Million 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 Approve the Company's Sustainable Development and Energy Transition Plan Management For For
15 Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Management For For
16 Authorize Capital Issuances for Use in Employee Stock Purchase Plans Management For Against
17 Remove Double-Voting Rights for Long-Term Registered Shareholders and Amend Article 18 of Bylaws Accordingly Management For For
A Align Targets for Indirect Scope 3 Emissions with the Paris Climate Agreement (Advisory) Shareholder Against Against
 
U.S. BANCORP
MEETING DATE:  APR 18, 2023
TICKER:  USB       SECURITY ID:  902973304
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Warner L. Baxter Management For For
1b Elect Director Dorothy J. Bridges Management For For
1c Elect Director Elizabeth L. Buse Management For For
1d Elect Director Andrew Cecere Management For For
1e Elect Director Alan B. Colberg Management For For
1f Elect Director Kimberly N. Ellison-Taylor Management For For
1g Elect Director Kimberly J. Harris Management For For
1h Elect Director Roland A. Hernandez Management For For
1i Elect Director Richard P. McKenney Management For For
1j Elect Director Yusuf I. Mehdi Management For For
1k Elect Director Loretta E. Reynolds Management For For
1l Elect Director John P. Wiehoff Management For For
1m Elect Director Scott W. Wine Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
 
UBS GROUP AG
MEETING DATE:  APR 05, 2023
TICKER:  UBSG       SECURITY ID:  H42097107
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 Sustainability Report Management For For
4 Approve Allocation of Income and Dividends of USD 0.55 per Share Management For For
5.1 Amend Articles Re: General Meeting Management For For
5.2 Approve Virtual-Only Shareholder Meetings Management For For
5.3 Amend Articles Re: Compensation; External Mandates for Members of the Board of Directors and Executive Committee; Editorial Changes Management For For
5.4 Amend Articles Re: Shares and Share Register Management For For
6 Approve Discharge of Board and Senior Management, excluding French Cross-Border Matter Management For For
7.1 Reelect Colm Kelleher as Director and Board Chair Management For For
7.2 Reelect Lukas Gaehwiler as Director Management For For
7.3 Reelect Jeremy Anderson as Director Management For For
7.4 Reelect Claudia Boeckstiegel as Director Management For For
7.5 Reelect William Dudley as Director Management For For
7.6 Reelect Patrick Firmenich as Director Management For For
7.7 Reelect Fred Hu as Director Management For For
7.8 Reelect Mark Hughes as Director Management For For
7.9 Reelect Nathalie Rachou as Director Management For For
7.10 Reelect Julie Richardson as Director Management For For
7.11 Reelect Dieter Wemmer as Director Management For For
7.12 Reelect Jeanette Wong as Director Management For For
8.1 Reappoint Julie Richardson as Chairperson of the Compensation Committee Management For For
8.2 Reappoint Dieter Wemmer as Member of the Compensation Committee Management For For
8.3 Reappoint Jeanette Wong as Member of the Compensation Committee Management For For
9.1 Approve Remuneration of Directors in the Amount of CHF 13 Million Management For For
9.2 Approve Variable Remuneration of Executive Committee in the Amount of CHF 81.1 Million Management For For
9.3 Approve Fixed Remuneration of Executive Committee in the Amount of CHF 33 Million Management For For
10.1 Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy Management For For
10.2 Ratify Ernst & Young AG as Auditors Management For For
11 Approve CHF 6.3 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares Management For For
12 Authorize Repurchase of up to USD 6 Billion in Issued Share Capital Management For For
13.1 Approve CHF 25.9 Million Reduction in Share Capital via Reduction of Nominal Value and Allocation to Capital Contribution Reserves Management For For
13.2 Approve Conversion of Currency of the Share Capital from CHF to USD Management For For
14 Transact Other Business (Voting) Management None Against
 
UNILEVER PLC
MEETING DATE:  MAY 03, 2023
TICKER:  ULVR       SECURITY ID:  904767704
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 Adrian Hennah as Director Management For For
6 Re-elect Alan Jope as Director Management For For
7 Re-elect Andrea Jung as Director Management For For
8 Re-elect Susan Kilsby as Director Management For For
9 Re-elect Ruby Lu as Director Management For For
10 Re-elect Strive Masiyiwa as Director Management For For
11 Re-elect Youngme Moon as Director Management For For
12 Re-elect Graeme Pitkethly as Director Management For For
13 Re-elect Feike Sijbesma as Director Management For For
14 Elect Nelson Peltz as Director Management For For
15 Elect Hein Schumacher as Director Management For For
16 Reappoint KPMG LLP as Auditors Management For For
17 Authorise Board 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 Market Purchase of Ordinary Shares Management For For
23 Authorise the Company to Call General Meeting with Two Weeks' Notice Management For For
 
UNITED PARCEL SERVICE, INC.
MEETING DATE:  MAY 04, 2023
TICKER:  UPS       SECURITY ID:  911312106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Carol Tome Management For For
1b Elect Director Rodney Adkins Management For For
1c Elect Director Eva Boratto Management For For
1d Elect Director Michael Burns Management For For
1e Elect Director Wayne Hewett Management For For
1f Elect Director Angela Hwang Management For For
1g Elect Director Kate Johnson Management For For
1h Elect Director William Johnson Management For For
1i Elect Director Franck Moison Management For For
1j Elect Director Christiana Smith Shi Management For For
1k Elect Director Russell Stokes Management For For
1l Elect Director Kevin Warsh Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Approve Recapitalization Plan for all Stock to Have One-vote per Share Shareholder Against For
6 Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement Shareholder Against For
7 Report on Integrating GHG Emissions Reductions Targets into Executive Compensation Shareholder Against Against
8 Report on Just Transition Shareholder Against For
9 Report on Risk Due to Restrictions on Reproductive Rights Shareholder Against Against
10 Oversee and Report a Civil Rights Audit Shareholder Against Against
11 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Shareholder Against For
 
UNITEDHEALTH GROUP INCORPORATED
MEETING DATE:  JUN 05, 2023
TICKER:  UNH       SECURITY ID:  91324P102
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Timothy Flynn Management For For
1b Elect Director Paul Garcia Management For For
1c Elect Director Kristen Gil Management For For
1d Elect Director Stephen Hemsley Management For For
1e Elect Director Michele Hooper Management For For
1f Elect Director F. William McNabb, III Management For For
1g Elect Director Valerie Montgomery Rice Management For For
1h Elect Director John Noseworthy Management For For
1i Elect Director Andrew Witty Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For
5 Report on Third-Party Racial Equity Audit Shareholder Against Against
6 Report on Congruency of Political Spending with Company Values and Priorities Shareholder Against Against
7 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
 
VERIZON COMMUNICATIONS INC.
MEETING DATE:  MAY 11, 2023
TICKER:  VZ       SECURITY ID:  92343V104
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Shellye Archambeau Management For For
1.2 Elect Director Roxanne Austin Management For For
1.3 Elect Director Mark Bertolini Management For For
1.4 Elect Director Vittorio Colao Management For For
1.5 Elect Director Melanie Healey Management For For
1.6 Elect Director Laxman Narasimhan Management For For
1.7 Elect Director Clarence Otis, Jr. Management For For
1.8 Elect Director Daniel Schulman Management For For
1.9 Elect Director Rodney Slater Management For For
1.10 Elect Director Carol Tome Management For For
1.11 Elect Director Hans Vestberg Management For For
1.12 Elect Director Gregory Weaver Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Report on Government Requests to Remove Content Shareholder Against Against
6 Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates Shareholder Against Against
7 Amend Clawback Policy Shareholder Against Against
8 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Shareholder Against Against
9 Require Independent Board Chair Shareholder Against Against
 
VISA INC.
MEETING DATE:  JAN 24, 2023
TICKER:  V       SECURITY ID:  92826C839
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Lloyd A. Carney Management For For
1b Elect Director Kermit R. Crawford Management For For
1c Elect Director Francisco Javier Fernandez-Carbajal Management For For
1d Elect Director Alfred F. Kelly, Jr. Management For For
1e Elect Director Ramon Laguarta Management For For
1f Elect Director Teri L. List Management For For
1g Elect Director John F. Lundgren Management For For
1h Elect Director Denise M. Morrison Management For For
1i Elect Director Linda J. Rendle Management For For
1j Elect Director Maynard G. Webb, Jr. Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Require Independent Board Chair Shareholder Against Against
 
VISTRA CORP.
MEETING DATE:  MAY 02, 2023
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 James A. Burke Management For For
1.7 Elect Director Lisa Crutchfield Management For For
1.8 Elect Director Brian K. Ferraioli Management For For
1.9 Elect Director Jeff D. Hunter Management For For
1.10 Elect Director Julie A. Lagacy Management For For
1.11 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
 
WELLS FARGO & COMPANY
MEETING DATE:  APR 25, 2023
TICKER:  WFC       SECURITY ID:  949746101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Steven D. Black Management For For
1b Elect Director Mark A. Chancy Management For For
1c Elect Director Celeste A. Clark Management For For
1d Elect Director Theodore F. Craver, Jr. Management For For
1e Elect Director Richard K. Davis Management For For
1f Elect Director Wayne M. Hewett Management For For
1g Elect Director CeCelia (CeCe) G. Morken Management For For
1h Elect Director Maria R. Morris Management For For
1i Elect Director Felicia F. Norwood Management For For
1j Elect Director Richard B. Payne, Jr. Management For For
1k Elect Director Ronald L. Sargent Management For For
1l Elect Director Charles W. Scharf Management For For
1m Elect Director Suzanne M. Vautrinot Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify KPMG LLP as Auditors Management For For
5 Adopt Simple Majority Vote Shareholder Against For
6 Report on Political Expenditures Congruence Shareholder Against Against
7 Report on Climate Lobbying Shareholder Against Against
8 Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets Shareholder Against Against
9 Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development Shareholder Against Against
10 Report on Prevention of Workplace Harassment and Discrimination Shareholder Against Against
11 Adopt Policy on Freedom of Association and Collective Bargaining Shareholder Against Against
 
WHIRLPOOL CORPORATION
MEETING DATE:  APR 18, 2023
TICKER:  WHR       SECURITY ID:  963320106
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1a Elect Director Samuel R. Allen Management For For
1b Elect Director Marc R. Bitzer Management For For
1c Elect Director Greg Creed Management For For
1d Elect Director Diane M. Dietz Management For For
1e Elect Director Gerri T. Elliott Management For For
1f Elect Director Jennifer A. LaClair Management For For
1g Elect Director John D. Liu Management For For
1h Elect Director James M. Loree Management For For
1i Elect Director Harish Manwani Management For For
1j Elect Director Patricia K. Poppe Management For For
1k Elect Director Larry O. Spencer Management For For
1l Elect Director Michael D. White Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Ernst & Young LLP as Auditors Management For For
5 Approve Omnibus Stock Plan Management For For
 
WILLIAMS-SONOMA, INC.
MEETING DATE:  MAY 31, 2023
TICKER:  WSM       SECURITY ID:  969904101
Proposal No Proposal Proposed By Management Recommendation Vote Cast
1.1 Elect Director Laura Alber Management For For
1.2 Elect Director Esi Eggleston Bracey Management For For
1.3 Elect Director Scott Dahnke Management For For
1.4 Elect Director Anne Finucane Management For For
1.5 Elect Director Paula Pretlow Management For For
1.6 Elect Director William Ready Management For For
1.7 Elect Director Frits van Paasschen Management For For
2 Advisory Vote to Ratify Named Executive Officers' Compensation Management For For
3 Advisory Vote on Say on Pay Frequency Management One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Management For For

POWER OF ATTORNEY

I, the undersigned Treasurer of the following investment companies:

Fidelity Advisor Series I
Fidelity Advisor Series VII
Fidelity Advisor Series VIII
Fidelity Beacon Street Trust
Fidelity Capital Trust
Fidelity Central Investment Portfolios LLC
Fidelity Commonwealth Trust
Fidelity Commonwealth Trust II
Fidelity Concord Street Trust
Fidelity Congress Street Fund
Fidelity Contrafund
Fidelity Covington Trust
Fidelity Destiny Portfolios
Fidelity Devonshire Trust
Fidelity Exchange Fund
Fidelity Financial Trust 		Fidelity Hanover Street Trust
Fidelity Hastings Street Trust
Fidelity Investment Trust
Fidelity Magellan Fund
Fidelity Mt. Vernon Street Trust
Fidelity Puritan Trust
Fidelity Securities Fund
Fidelity Select Portfolios
Fidelity Summer Street Trust
Fidelity Trend Fund
Variable Insurance Products Fund
Variable Insurance Products Fund II
Variable Insurance Products Fund III
Variable Insurance Products Fund IV

in addition to any other investment company for which Fidelity Management & Research Company or an affiliate acts as investment adviser and for which the undersigned individual serves as Treasurer (collectively, the "Funds"), hereby constitute and appoint Mark Lundvall and Lisa Goulemas my true and lawful attorney-in-fact, each of them singly, with full power of substitution, and with full power to sign for me and in my name in the appropriate capacity, all Reports of the Proxy Voting Records of the Funds on Form N-PX under the Investment Company Act of 1940, as amended (the "Act"), or any successor thereto, and any supplements or other instruments in connection therewith, and generally do all such things in my name and behalf in connection therewith as said attorney-in-fact deems necessary or appropriate to cause such Form to be completed and filed in accordance with the Act and all related requirements of the Securities and Exchange Commission. I hereby ratify and confirm all that said attorney-in-fact or his substitute may do or cause to be done by virtue hereof. This power of attorney is effective for all documents filed on or after June 1, 2021.

WITNESS my hand on this 1st day of June 2021.

/s/Stacie M. Smith

Stacie M. Smith

Treasurer