UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number: 811-22895
CAPITOL SERIES TRUST
(Exact name of Registrant as Specified in Charter)
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246
(Address of Principal Executive Offices)
Matthew J. Miller
President and Chief Executive Officer
Capitol Series Trust
225 Pictoria Drive Suite 450
Cincinnati, OH 45246
(Name and address of agent for service)
Registrant’s telephone number, including area code: 1-513-587-3400
Date of fiscal year end: | 1/31 | (Reynders, McVeigh Core Equity Fund) |
4/30 | (Canterbury Portfolio Thermostat Fund, First Security Municipal Bond Fund and Guardian Dividend Growth Fund) | |
8/31 | (Hedeker Strategic Appreciation Fund, Meritage Growth Equity Fund, Meritage Value Equity Fund, Meritage Yield-Focus Equity Fund, and Preserver Alternative Opportunities Fund) | |
9/30 | (Alta Quality Growth Fund, Fuller & Thaler Behavioral Small-Cap Equity Fund, Fuller & Thaler Behavioral Small-Cap Growth Fund, Fuller & Thaler Behavioral Mid-Cap Value Fund, Fuller & Thaler Behavioral Unconstrained Equity Fund, Fuller & Thaler Behavioral Micro-Cap Equity Fund, Fuller & Thaler Behavioral Small-Mid Core Equity Fund) |
Reporting Period: 7/1/18 – 6/30/19
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (Secs. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. Sec. 3507.
Reynders, McVeigh Core Equity Fund
Proxy Voting Records
July 1, 2018 – June 30, 2019
The Reynders, McVeigh Core Equity Fund held no securities entitled to vote at a meeting of shareholders during the reporting period.
Canterbury Portfolio Thermostat Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
The Canterbury Portfolio Thermostat Fund held no securities entitled to vote at a meeting of shareholders during the reporting period.
First Security Municipal Bond Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
The First Security Municipal Bond Fund held no securities entitled to vote at a meeting of shareholders during the reporting period. In addition, the First Security Municipal Bond Fund liquidated all shares on October 26, 2018.
Guardian Dividend Growth Fund
Proxy Voting Records
July 1, 2018 – June 30, 2019
The Guardian Dividend Growth Fund held no securities entitled to vote at a meeting of shareholders during the reporting period.
Hedeker Strategic Appreciation Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
The Hedeker Strategic Appreciation Fund held no securities entitled to vote at a meeting of shareholders during the reporting period.
Meritage Growth Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Investment Company Report
THE WALT DISNEY COMPANY | |||||||||||
Security | 254687106 | Meeting Type | Special | ||||||||
Ticker Symbol | DIS | Meeting Date | 10-Jul-2018 | ||||||||
ISIN | US2546871060 | Agenda | 934841506 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | IMPORTANT: The special meeting of stockholders scheduled for July 10, 2018 has been postponed and voting will no longer be processed. A new proxy with a July 27, 2018 meeting date will be sent to stockholders as soon as it is available and a NEW VOTE will be required. If you have already voted the July 10, 2018 proxy, you will need to vote again using the new ballot(s) you will receive for the July 27, 2018 meeting. Your vote is important. Please make sure you vote your new proxy. Thank you. | Management | For | For | |||||||
ORBOTECH LTD. | |||||||||||
Security | M75253100 | Meeting Type | Special | ||||||||
Ticker Symbol | ORBK | Meeting Date | 12-Jul-2018 | ||||||||
ISIN | IL0010823388 | Agenda | 934849843 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | TO APPROVE AND ADOPT (I) THE AGREEMENT AND PLAN OF MERGER DATED MARCH 18, 2018, AS AMENDED (THE "MERGER AGREEMENT"), AMONG KLA-TENCOR CORPORATION ("KLA-TENCOR"), TIBURON MERGER SUB TECHNOLOGIES LTD. ("MERGER SUB") AND THE COMPANY; (II) THE MERGER OF MERGER SUB WITH AND INTO THE COMPANY (THE "MERGER") ON THE TERMS AND SUBJECT TO THE CONDITIONS SET FORTH IN THE MERGER AGREEMENT AND IN ACCORDANCE WITH THE PROVISIONS OF SECTIONS 314-327 OF THE ISRAELI COMPANIES LAW, 1999 AND THE RULES AND REGULATIONS PROMULGATED THEREUNDER. | Management | For | For | |||||||
1a. | Are you KLA-Tencor, Merger Sub, or a KLA Related Person (as such term is defined in the Proxy Statement) with respect to the item listed above? If you have not marked "NO" on the proxy (or in your electronic submission), thereby confirming you are not KLA-Tencor, Merger Sub, or a KLA Related Person, your vote will not be counted for purposes of the Merger Majority (as such term is defined in the Proxy Statement). Mark "for" = yes or "against" = no. | Management | Against | Against | |||||||
THE WALT DISNEY COMPANY | |||||||||||
Security | 254687106 | Meeting Type | Special | ||||||||
Ticker Symbol | DIS | Meeting Date | 27-Jul-2018 | ||||||||
ISIN | US2546871060 | Agenda | 934854197 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | To approve the issuance of common stock, par value $0.01 per share, of TWDC Holdco 613 Corp. ("New Disney"), to stockholders of Twenty-First Century Fox, Inc. ("21CF") contemplated by the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, as it may be amended from time to time, by and among 21CF, a Delaware corporation, Disney, a Delaware corporation, New Disney, a Delaware corporation and a wholly owned subsidiary of Disney, WDC Merger Enterprises I, Inc., a ...(due to space limits, see proxy statement for full proposal). | Management | For | For | |||||||
2. | To approve adjournments of the Disney special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the Disney special meeting to approve the share issuance proposal. | Management | For | For | |||||||
EAGLE MATERIALS INC | |||||||||||
Security | 26969P108 | Meeting Type | Annual | ||||||||
Ticker Symbol | EXP | Meeting Date | 02-Aug-2018 | ||||||||
ISIN | US26969P1084 | Agenda | 934849475 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1A | Election of Director: F. William Barnett | Management | For | For | |||||||
1B | Election of Director: Richard Beckwitt | Management | For | For | |||||||
1C | Election of Director: Ed H. Bowman | Management | For | For | |||||||
2. | Advisory resolution regarding the compensation of our named executive officers. | Management | For | For | |||||||
3. | To approve the expected appointment of Ernst & Young LLP as independent auditors for fiscal year 2019. | Management | For | For | |||||||
JAZZ PHARMACEUTICALS PLC | |||||||||||
Security | G50871105 | Meeting Type | Annual | ||||||||
Ticker Symbol | JAZZ | Meeting Date | 02-Aug-2018 | ||||||||
ISIN | IE00B4Q5ZN47 | Agenda | 934847255 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Peter Gray | Management | For | For | |||||||
1b. | Election of Director: Kenneth W. O'Keefe | Management | For | For | |||||||
1c. | Election of Director: Elmar Schnee | Management | For | For | |||||||
1d. | Election of Director: Catherine A. Sohn | Management | For | For | |||||||
2. | To ratify, on a non-binding advisory basis, the appointment of KPMG, Dublin as the independent auditors of Jazz Pharmaceuticals plc for the fiscal year ending December 31, 2018 and to authorize, in a binding vote, the board of directors, acting through the audit committee, to determine the independent auditors' remuneration. | Management | For | For | |||||||
3. | To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc's named executive officers as disclosed in the proxy statement. | Management | For | For | |||||||
4. | To indicate, on a non-binding advisory basis, the preferred frequency of the advisory vote on the compensation of Jazz Pharmaceuticals plc's named executive officers. | Management | 1 Year | For | |||||||
EXPRESS SCRIPTS HOLDING COMPANY | |||||||||||
Security | 30219G108 | Meeting Type | Special | ||||||||
Ticker Symbol | ESRX | Meeting Date | 24-Aug-2018 | ||||||||
ISIN | US30219G1085 | Agenda | 934858309 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | A proposal to adopt the Agreement and Plan of Merger, dated as of March 8, 2018, as amended by Amendment No. 1, dated as of June 27, 2018, and as it may be further amended from time to time (the "Merger Agreement"), by and among Cigna Corporation, Express Scripts Holding Company ("Express Scripts"), Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc. | Management | For | For | |||||||
2. | A proposal to approve the adjournment of the Express Scripts special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the proposal to adopt the Merger Agreement. | Management | For | For | |||||||
3. | A proposal to approve, by a non-binding advisory vote, certain compensation arrangements that may be paid or become payable to Express Scripts' named executive officers in connection with the mergers contemplated by the Merger Agreement. | Management | For | For | |||||||
NATIONAL BEVERAGE CORP. | |||||||||||
Security | 635017106 | Meeting Type | Annual | ||||||||
Ticker Symbol | FIZZ | Meeting Date | 05-Oct-2018 | ||||||||
ISIN | US6350171061 | Agenda | 934874428 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Joseph G. Caporella | Management | For | For | |||||||
1b. | Election of Director: Samuel C. Hathorn, Jr. | Management | For | For | |||||||
LUMENTUM HOLDINGS INC | |||||||||||
Security | 55024U109 | Meeting Type | Annual | ||||||||
Ticker Symbol | LITE | Meeting Date | 09-Nov-2018 | ||||||||
ISIN | US55024U1097 | Agenda | 934877525 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of director: Martin A. Kaplan | Management | For | For | |||||||
1b. | Election of director: Harold L. Covert | Management | For | For | |||||||
1c. | Election of director: Penelope A. Herscher | Management | For | For | |||||||
1d. | Election of director: Julia S. Johnson | Management | For | For | |||||||
1e. | Election of director: Brian J. Lillie | Management | For | For | |||||||
1f. | Election of director: Alan S. Lowe | Management | For | For | |||||||
1g. | Election of director: Samuel F. Thomas | Management | For | For | |||||||
2. | To approve, on a non-binding advisory basis, the compensation of our named executive officers | Management | For | For | |||||||
3. | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending June 29, 2019 | Management | For | For | |||||||
MICROSOFT CORPORATION | |||||||||||
Security | 594918104 | Meeting Type | Annual | ||||||||
Ticker Symbol | MSFT | Meeting Date | 28-Nov-2018 | ||||||||
ISIN | US5949181045 | Agenda | 934884544 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: William H. Gates lll | Management | For | For | |||||||
1b. | Election of Director: Reid G. Hoffman | Management | For | For | |||||||
1c. | Election of Director: Hugh F. Johnston | Management | For | For | |||||||
1d. | Election of Director: Teri L. List-Stoll | Management | For | For | |||||||
1e. | Election of Director: Satya Nadella | Management | For | For | |||||||
1f. | Election of Director: Charles H. Noski | Management | For | For | |||||||
1g. | Election of Director: Helmut Panke | Management | For | For | |||||||
1h. | Election of Director: Sandra E. Peterson | Management | For | For | |||||||
1i. | Election of Director: Penny S. Pritzker | Management | For | For | |||||||
1j. | Election of Director: Charles W. Scharf | Management | For | For | |||||||
1k. | Election of Director: Arne M. Sorenson | Management | For | For | |||||||
1l. | Election of Director: John W. Stanton | Management | For | For | |||||||
1m. | Election of Director: John W. Thompson | Management | For | For | |||||||
1n. | Election of Director: Padmasree Warrior | Management | For | For | |||||||
2. | Advisory vote to approve named executive officer compensation | Management | For | For | |||||||
3. | Ratification of Deloitte & Touche LLP as our independent auditor for fiscal year 2019 | Management | For | For | |||||||
CENTENE CORPORATION | |||||||||||
Security | 15135B101 | Meeting Type | Special | ||||||||
Ticker Symbol | CNC | Meeting Date | 28-Jan-2019 | ||||||||
ISIN | US15135B1017 | Agenda | 934917723 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | Approval of an Amendment to the Company's Certificate of Incorporation to Increase the Number of Authorized Shares of Common Stock. | Management | For | For | |||||||
ACCENTURE PLC | |||||||||||
Security | G1151C101 | Meeting Type | Annual | ||||||||
Ticker Symbol | ACN | Meeting Date | 01-Feb-2019 | ||||||||
ISIN | IE00B4BNMY34 | Agenda | 934912634 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Re-Appointment of Director: Jaime Ardila | Management | For | For | |||||||
1b. | Re-Appointment of Director: Herbert Hainer | Management | For | For | |||||||
1c. | Re-Appointment of Director: Marjorie Magner | Management | For | For | |||||||
1d. | Re-Appointment of Director: Nancy McKinstry | Management | For | For | |||||||
1e. | Re-Appointment of Director: Pierre Nanterme | Management | For | For | |||||||
1f. | Re-Appointment of Director: Gilles C. Pelisson | Management | For | For | |||||||
1g. | Re-Appointment of Director: Paula A. Price | Management | For | For | |||||||
1h. | Re-Appointment of Director: Venkata (Murthy) Renduchintala | Management | For | For | |||||||
1i. | Re-Appointment of Director: Arun Sarin | Management | For | For | |||||||
1j. | Re-Appointment of Director: Frank K. Tang | Management | For | For | |||||||
1k. | Re-Appointment of Director: Tracey T. Travis | Management | For | For | |||||||
2. | To approve, in a non-binding vote, the compensation of our named executive officers. | Management | For | For | |||||||
3. | To ratify, in a non-binding vote, the appointment of KPMG LLP ("KPMG") as independent auditors of Accenture and to authorize, in a binding vote, the Audit Committee of the Board of Directors to determine KPMG's remuneration. | Management | For | For | |||||||
4. | To grant the Board of Directors the authority to issue shares under Irish law. | Management | For | For | |||||||
5. | To grant the Board of Directors the authority to opt-out of pre-emption rights under Irish law. | Management | For | For | |||||||
6. | To determine the price range at which Accenture can re- allot shares that it acquires as treasury shares under Irish law. | Management | For | For | |||||||
NORDSON CORPORATION | |||||||||||
Security | 655663102 | Meeting Type | Annual | ||||||||
Ticker Symbol | NDSN | Meeting Date | 26-Feb-2019 | ||||||||
ISIN | US6556631025 | Agenda | 934921479 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Lee C. Banks | For | For | ||||||||
2 | Randolph W. Carson | For | For | ||||||||
3 | Victor L. Richey, Jr. | For | For | ||||||||
2. | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending October 31, 2019. | Management | For | For | |||||||
3. | Advisory vote to approve the compensation of our named executive officers. | Management | For | For | |||||||
APPLE INC. | |||||||||||
Security | 037833100 | Meeting Type | Annual | ||||||||
Ticker Symbol | AAPL | Meeting Date | 01-Mar-2019 | ||||||||
ISIN | US0378331005 | Agenda | 934919359 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of director: James Bell | Management | For | For | |||||||
1b. | Election of director: Tim Cook | Management | For | For | |||||||
1c. | Election of director: Al Gore | Management | For | For | |||||||
1d. | Election of director: Bob Iger | Management | For | For | |||||||
1e. | Election of director: Andrea Jung | Management | For | For | |||||||
1f. | Election of director: Art Levinson | Management | For | For | |||||||
1g. | Election of director: Ron Sugar | Management | For | For | |||||||
1h. | Election of director: Sue Wagner | Management | For | For | |||||||
2. | Ratification of the appointment of Ernst & Young LLP as Apple's independent registered public accounting firm for 2019 | Management | For | For | |||||||
3. | Advisory vote to approve executive compensation | Management | For | For | |||||||
4. | A shareholder proposal entitled "Shareholder Proxy Access Amendments" | Shareholder | Against | For | |||||||
5. | A shareholder proposal entitled "True Diversity Board Policy" | Shareholder | Against | For | |||||||
THE WALT DISNEY COMPANY | |||||||||||
Security | 254687106 | Meeting Type | Annual | ||||||||
Ticker Symbol | DIS | Meeting Date | 07-Mar-2019 | ||||||||
ISIN | US2546871060 | Agenda | 934921099 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Susan E. Arnold | Management | For | For | |||||||
1b. | Election of Director: Mary T. Barra | Management | For | For | |||||||
1c. | Election of Director: Safra A. Catz | Management | For | For | |||||||
1d. | Election of Director: Francis A. deSouza | Management | For | For | |||||||
1e. | Election of Director: Michael Froman | Management | For | For | |||||||
1f. | Election of Director: Robert A. Iger | Management | For | For | |||||||
1g. | Election of Director: Maria Elena Lagomasino | Management | For | For | |||||||
1h. | Election of Director: Mark G. Parker | Management | For | For | |||||||
1i. | Election of Director: Derica W. Rice | Management | For | For | |||||||
2. | To ratify the appointment of PricewaterhouseCoopers LLP as the Company's registered public accountants for fiscal 2019. | Management | For | For | |||||||
3. | To approve the advisory resolution on executive compensation. | Management | For | For | |||||||
4. | Shareholder proposal requesting an annual report disclosing information regarding the Company's lobbying policies and activities. | Shareholder | Against | For | |||||||
5. | Shareholder proposal requesting a report on use of additional cyber security and data privacy metrics in determining compensation of senior executives. | Shareholder | Against | For | |||||||
LENNAR CORPORATION | |||||||||||
Security | 526057104 | Meeting Type | Annual | ||||||||
Ticker Symbol | LEN | Meeting Date | 10-Apr-2019 | ||||||||
ISIN | US5260571048 | Agenda | 934931292 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Rick Beckwitt | For | For | ||||||||
2 | Irving Bolotin | For | For | ||||||||
3 | Steven L. Gerard | For | For | ||||||||
4 | Tig Gilliam | For | For | ||||||||
5 | Sherrill W. Hudson | For | For | ||||||||
6 | Jonathan M. Jaffe | For | For | ||||||||
7 | Sidney Lapidus | For | For | ||||||||
8 | Teri P. McClure | For | For | ||||||||
9 | Stuart Miller | For | For | ||||||||
10 | Armando Olivera | For | For | ||||||||
11 | Jeffrey Sonnenfeld | For | For | ||||||||
12 | Scott Stowell | For | For | ||||||||
2. | Ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for our fiscal year ending November 30, 2019. | Management | For | For | |||||||
3. | Approve, on an advisory basis, the compensation of our named executive officers. | Management | Against | Against | |||||||
4. | Vote on a stockholder proposal regarding having directors elected by a majority of the votes cast in uncontested elections. | Shareholder | For | Against | |||||||
ADOBE INC | |||||||||||
Security | 00724F101 | Meeting Type | Annual | ||||||||
Ticker Symbol | ADBE | Meeting Date | 11-Apr-2019 | ||||||||
ISIN | US00724F1012 | Agenda | 934931216 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Amy Banse | Management | For | For | |||||||
1b. | Election of Director: Frank Calderoni | Management | For | For | |||||||
1c. | Election of Director: James Daley | Management | For | For | |||||||
1d. | Election of Director: Laura Desmond | Management | For | For | |||||||
1e. | Election of Director: Charles Geschke | Management | For | For | |||||||
1f. | Election of Director: Shantanu Narayen | Management | For | For | |||||||
1g. | Election of Director: Kathleen Oberg | Management | For | For | |||||||
1h. | Election of Director: Dheeraj Pandey | Management | For | For | |||||||
1i. | Election of Director: David Ricks | Management | For | For | |||||||
1j. | Election of Director: Daniel Rosensweig | Management | For | For | |||||||
1k. | Election of Director: John Warnock | Management | For | For | |||||||
2. | Approve the 2019 Equity Incentive Plan to replace our 2003 Equity Incentive Plan. | Management | For | For | |||||||
3. | Ratify the appointment of KPMG LLP as our independent registered public accounting firm for our fiscal year ending on November 29, 2019. | Management | For | For | |||||||
4. | Approve, on an advisory basis, the compensation of our named executive officers. | Management | For | For | |||||||
5. | Consider and vote upon one stockholder proposal. | Shareholder | Against | For | |||||||
FISERV, INC. | |||||||||||
Security | 337738108 | Meeting Type | Special | ||||||||
Ticker Symbol | FISV | Meeting Date | 18-Apr-2019 | ||||||||
ISIN | US3377381088 | Agenda | 934952688 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | To approve the issuance of shares of Fiserv, Inc. common stock in connection with the transactions contemplated by the Agreement and Plan of Merger, dated January 16, 2019, by and among Fiserv, Inc., 300 Holdings, Inc., and First Data Corporation. | Management | For | For | |||||||
2. | To adjourn the special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, sufficient votes to approve Proposal 1 have not been obtained. | Management | For | For | |||||||
CENTENE CORPORATION | |||||||||||
Security | 15135B101 | Meeting Type | Annual | ||||||||
Ticker Symbol | CNC | Meeting Date | 23-Apr-2019 | ||||||||
ISIN | US15135B1017 | Agenda | 934937927 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1A. | Election of Director: Orlando Ayala | Management | For | For | |||||||
1B. | Election of Director: John R. Roberts | Management | For | For | |||||||
1C. | Election of Director: Tommy G. Thompson | Management | For | For | |||||||
2. | ADVISORY RESOLUTION TO APPROVE EXECUTIVE COMPENSATION. | Management | Against | Against | |||||||
3. | RATIFICATION OF APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2019. | Management | For | For | |||||||
4. | THE STOCKHOLDER PROPOSAL REQUESTING POLITICAL SPENDING DISCLOSURES AS DESCRIBED IN THE PROXY STATEMENT. | Shareholder | Against | For | |||||||
CIGNA CORPORATION | |||||||||||
Security | 125523100 | Meeting Type | Annual | ||||||||
Ticker Symbol | CI | Meeting Date | 24-Apr-2019 | ||||||||
ISIN | US1255231003 | Agenda | 934945900 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: David M. Cordani | Management | For | For | |||||||
1b. | Election of Director: William J. DeLaney | Management | For | For | |||||||
1c. | Election of Director: Eric J. Foss | Management | For | For | |||||||
1d. | Election of Director: Elder Granger, MD, MG, USA | Management | For | For | |||||||
1e. | Election of Director: Isaiah Harris, Jr. | Management | For | For | |||||||
1f. | Election of Director: Roman Martinez IV | Management | For | For | |||||||
1g. | Election of Director: Kathleen M. Mazzarella | Management | For | For | |||||||
1h. | Election of Director: Mark B. McClellan, MD, PhD | Management | For | For | |||||||
1i. | Election of Director: John M. Partridge | Management | For | For | |||||||
1j. | Election of Director: William L. Roper, MD, MPH | Management | For | For | |||||||
1k. | Election of Director: Eric C. Wiseman | Management | For | For | |||||||
1l. | Election of Director: Donna F. Zarcone | Management | For | For | |||||||
1m. | Election of Director: William D. Zollars | Management | For | For | |||||||
2. | Advisory approval of Cigna's executive compensation. | Management | For | For | |||||||
3. | Ratification of appointment of PricewaterhouseCoopers LLP as Cigna's independent registered public accounting firm for 2019. | Management | For | For | |||||||
4. | Shareholder proposal - Increase shareholder rights to include action by written consent. | Shareholder | For | Against | |||||||
5. | Shareholder proposal - Cyber risk report | Shareholder | Against | For | |||||||
6. | Shareholder proposal - Gender pay gap report | Shareholder | Against | For | |||||||
INTUITIVE SURGICAL, INC. | |||||||||||
Security | 46120E602 | Meeting Type | Annual | ||||||||
Ticker Symbol | ISRG | Meeting Date | 25-Apr-2019 | ||||||||
ISIN | US46120E6023 | Agenda | 934941938 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Craig H. Barratt, Ph.D. | Management | For | For | |||||||
1b. | Election of Director: Gary S. Guthart, Ph.D. | Management | For | For | |||||||
1c. | Election of Director: Amal M. Johnson | Management | For | For | |||||||
1d. | Election of Director: Don R. Kania, Ph.D. | Management | For | For | |||||||
1e. | Election of Director: Keith R. Leonard, Jr. | Management | For | For | |||||||
1f. | Election of Director: Alan J. Levy, Ph.D. | Management | For | For | |||||||
1g. | Election of Director: Jami Dover Nachtsheim | Management | For | For | |||||||
1h. | Election of Director: Mark J. Rubash | Management | For | For | |||||||
1i. | Election of Director: Lonnie M. Smith | Management | For | For | |||||||
2. | To approve, by advisory vote, the compensation of the Company's Named Executive Officers. | Management | For | For | |||||||
3. | The ratification of appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
4. | To approve the amendment and restatement of the 2010 Incentive Award Plan. | Management | For | For | |||||||
5. | A stockholder proposal entitled "Simple Majority Vote." | Shareholder | For | Against | |||||||
JOHNSON & JOHNSON | |||||||||||
Security | 478160104 | Meeting Type | Annual | ||||||||
Ticker Symbol | JNJ | Meeting Date | 25-Apr-2019 | ||||||||
ISIN | US4781601046 | Agenda | 934938638 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Mary C. Beckerle | Management | For | For | |||||||
1b. | Election of Director: D. Scott Davis | Management | For | For | |||||||
1c. | Election of Director: Ian E. L. Davis | Management | For | For | |||||||
1d. | Election of Director: Jennifer A. Doudna | Management | For | For | |||||||
1e. | Election of Director: Alex Gorsky | Management | For | For | |||||||
1f. | Election of Director: Marillyn A. Hewson | Management | For | For | |||||||
1g. | Election of Director: Mark B. McClellan | Management | For | For | |||||||
1h. | Election of Director: Anne M. Mulcahy | Management | For | For | |||||||
1i. | Election of Director: William D. Perez | Management | For | For | |||||||
1j. | Election of Director: Charles Prince | Management | For | For | |||||||
1k. | Election of Director: A. Eugene Washington | Management | For | For | |||||||
1l. | Election of Director: Ronald A. Williams | Management | For | For | |||||||
2. | Advisory Vote to Approve Named Executive Officer Compensation. | Management | For | For | |||||||
3. | Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm for 2019. | Management | For | For | |||||||
4. | Shareholder Proposal - Clawback Disclosure | Shareholder | For | Against | |||||||
5. | Shareholder Proposal - Executive Compensation and Drug Pricing Risks. | Shareholder | Against | For | |||||||
BIOTELEMETRY, INC. | |||||||||||
Security | 090672106 | Meeting Type | Annual | ||||||||
Ticker Symbol | BEAT | Meeting Date | 02-May-2019 | ||||||||
ISIN | US0906721065 | Agenda | 934954543 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1.1 | Election of Class III Director: Tiffany Olson | Management | For | For | |||||||
1.2 | Election of Class III Director: Stephan Rietiker, M.D. | Management | For | For | |||||||
1.3 | Election of Class III Director: Rebecca W. Rimel | Management | For | For | |||||||
1.4 | Election of Class III Director: Robert J. Rubin, M.D. | Management | For | For | |||||||
2. | Advisory resolution to approve of the compensation of our named executive officers. | Management | For | For | |||||||
3. | Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2019. | Management | For | For | |||||||
FOX FACTORY HOLDING CORP. | |||||||||||
Security | 35138V102 | Meeting Type | Annual | ||||||||
Ticker Symbol | FOXF | Meeting Date | 02-May-2019 | ||||||||
ISIN | US35138V1026 | Agenda | 934947839 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Larry L. Enterline | For | For | ||||||||
2 | Tom Duncan | For | For | ||||||||
3 | Jean Hlay | For | For | ||||||||
2. | Ratify the appointment of Grant Thornton LLP as our independent public accountants for fiscal year 2019 | Management | For | For | |||||||
3. | Approval, on an advisory basis, of the resolution approving the compensation of our named executive officers | Management | For | For | |||||||
4. | Approval of performance goals, for purposes of complying with the requirements of Internal Revenue Code Section 162(m) | Management | For | For | |||||||
O'REILLY AUTOMOTIVE, INC. | |||||||||||
Security | 67103H107 | Meeting Type | Annual | ||||||||
Ticker Symbol | ORLY | Meeting Date | 07-May-2019 | ||||||||
ISIN | US67103H1077 | Agenda | 934955723 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: David O'Reilly | Management | For | For | |||||||
1b. | Election of Director: Larry O'Reilly | Management | For | For | |||||||
1c. | Election of Director: Rosalie O'Reilly Wooten | Management | For | For | |||||||
1d. | Election of Director: Greg Henslee | Management | For | For | |||||||
1e. | Election of Director: Jay D. Burchfield | Management | For | For | |||||||
1f. | Election of Director: Thomas T. Hendrickson | Management | For | For | |||||||
1g. | Election of Director: John R. Murphy | Management | For | For | |||||||
1h. | Election of Director: Dana M. Perlman | Management | For | For | |||||||
1i. | Election of Director: Andrea M. Weiss | Management | For | For | |||||||
2. | Advisory vote to approve executive compensation. | Management | For | For | |||||||
3. | Ratification of appointment of Ernst & Young LLP, as independent auditors for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
4. | Shareholder proposal entitled "Special Shareholder Meetings." | Shareholder | For | Against | |||||||
AMETEK INC. | |||||||||||
Security | 031100100 | Meeting Type | Annual | ||||||||
Ticker Symbol | AME | Meeting Date | 09-May-2019 | ||||||||
ISIN | US0311001004 | Agenda | 934953515 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Ruby R. Chandy | Management | For | For | |||||||
1b. | Election of Director: Steven W. Kohlhagen | Management | For | For | |||||||
1c. | Election of Director: David A. Zapico | Management | For | For | |||||||
2. | Approval of AMETEK, Inc.'s Amended and Restated Certificate of Incorporation to affirm a majority voting standard for uncontested elections of Directors. | Management | For | For | |||||||
3. | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers. | Management | For | For | |||||||
4. | Ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for 2019. | Management | For | For | |||||||
METTLER-TOLEDO INTERNATIONAL INC. | |||||||||||
Security | 592688105 | Meeting Type | Annual | ||||||||
Ticker Symbol | MTD | Meeting Date | 09-May-2019 | ||||||||
ISIN | US5926881054 | Agenda | 934952171 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1.1 | ELECTION OF DIRECTOR: Robert F. Spoerry | Management | For | For | |||||||
1.2 | ELECTION OF DIRECTOR: Wah-Hui Chu | Management | For | For | |||||||
1.3 | ELECTION OF DIRECTOR: Olivier A. Filliol | Management | For | For | |||||||
1.4 | ELECTION OF DIRECTOR: Elisha W. Finney | Management | For | For | |||||||
1.5 | ELECTION OF DIRECTOR: Richard Francis | Management | For | For | |||||||
1.6 | ELECTION OF DIRECTOR: Marco Gadola | Management | For | For | |||||||
1.7 | ELECTION OF DIRECTOR: Michael A. Kelly | Management | For | For | |||||||
1.8 | ELECTION OF DIRECTOR: Thomas P. Salice | Management | For | For | |||||||
2. | RATIFICATION OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM | Management | For | For | |||||||
3. | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION | Management | For | For | |||||||
NOVANTA INC. | |||||||||||
Security | 67000B104 | Meeting Type | Annual | ||||||||
Ticker Symbol | NOVT | Meeting Date | 09-May-2019 | ||||||||
ISIN | CA67000B1040 | Agenda | 934988998 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1 | DIRECTOR | Management | |||||||||
1 | Stephen W. Bershad | For | For | ||||||||
2 | Lonny J. Carpenter | For | For | ||||||||
3 | D. DiSanzo Eldracher | For | For | ||||||||
4 | Matthijs Glastra | For | For | ||||||||
5 | Brian D. King | For | For | ||||||||
6 | Ira J. Lamel | For | For | ||||||||
7 | Dominic A. Romeo | For | For | ||||||||
8 | Thomas N. Secor | For | For | ||||||||
2 | Approval, on an advisory (non-binding) basis, of the Company's executive compensation. | Management | For | For | |||||||
3 | To approve, on an advisory (non-binding) basis, the frequency of future shareholder votes on the Company's executive compensation. | Management | 1 Year | For | |||||||
4 | To appoint PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm to serve until the 2020 annual meeting of shareholders. | Management | For | For | |||||||
S&P GLOBAL INC. | |||||||||||
Security | 78409V104 | Meeting Type | Annual | ||||||||
Ticker Symbol | SPGI | Meeting Date | 09-May-2019 | ||||||||
ISIN | US78409V1044 | Agenda | 934964695 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Marco Alverà | Management | For | For | |||||||
1b. | Election of Director: William J. Amelio | Management | For | For | |||||||
1c. | Election of Director: William D. Green | Management | For | For | |||||||
1d. | Election of Director: Charles E. Haldeman, Jr. | Management | For | For | |||||||
1e. | Election of Director: Stephanie C. Hill | Management | For | For | |||||||
1f. | Election of Director: Rebecca Jacoby | Management | For | For | |||||||
1g. | Election of Director: Monique F. Leroux | Management | For | For | |||||||
1h. | Election of Director: Maria R. Morris | Management | For | For | |||||||
1i. | Election of Director: Douglas L. Peterson | Management | For | For | |||||||
1j. | Election of Director: Edward B. Rust, Jr. | Management | For | For | |||||||
1k. | Election of Director: Kurt L. Schmoke | Management | For | For | |||||||
1l. | Election of Director: Richard E. Thornburgh | Management | For | For | |||||||
2. | Vote to approve, on an advisory basis, the executive compensation program for the Company's named executive officers. | Management | For | For | |||||||
3. | Vote to approve the Company's 2019 Stock Incentive Plan. | Management | For | For | |||||||
4. | Vote to approve the Company's Director Deferred Stock Ownership Plan, as Amended and Restated. | Management | For | For | |||||||
5. | Vote to ratify the selection of Ernst & Young LLP as our independent Registered Public Accounting Firm for 2019. | Management | For | For | |||||||
IDEX CORPORATION | |||||||||||
Security | 45167R104 | Meeting Type | Annual | ||||||||
Ticker Symbol | IEX | Meeting Date | 10-May-2019 | ||||||||
ISIN | US45167R1041 | Agenda | 934956991 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | ERNEST J. MROZEK | For | For | ||||||||
2 | L. L. SATTERTHWAITE | For | For | ||||||||
3 | DAVID C. PARRY | For | For | ||||||||
2. | Advisory vote to approve named executive officer compensation. | Management | For | For | |||||||
3. | Ratification of the appointment of Deloitte & Touche LLP as our independent registered accounting firm for 2019. | Management | For | For | |||||||
ZEBRA TECHNOLOGIES CORPORATION | |||||||||||
Security | 989207105 | Meeting Type | Annual | ||||||||
Ticker Symbol | ZBRA | Meeting Date | 16-May-2019 | ||||||||
ISIN | US9892071054 | Agenda | 934970345 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Frank B. Modruson | For | For | ||||||||
2 | Michael A. Smith | For | For | ||||||||
2. | Proposal to approve, by non-binding vote, compensation of named executive officers. | Management | For | For | |||||||
3. | Ratify the appointment of Ernst & Young LLP as our independent auditors for 2019. | Management | For | For | |||||||
THE HERSHEY COMPANY | |||||||||||
Security | 427866108 | Meeting Type | Annual | ||||||||
Ticker Symbol | HSY | Meeting Date | 21-May-2019 | ||||||||
ISIN | US4278661081 | Agenda | 934975698 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | P. M. Arway | For | For | ||||||||
2 | J. W. Brown | For | For | ||||||||
3 | M. G. Buck | For | For | ||||||||
4 | C. A. Davis | For | For | ||||||||
5 | M. K. Haben | For | For | ||||||||
6 | J. C. Katzman | For | For | ||||||||
7 | M. D. Koken | For | For | ||||||||
8 | R. M. Malcolm | For | For | ||||||||
9 | A. J. Palmer | For | For | ||||||||
10 | J. R. Perez | For | For | ||||||||
11 | W. L. Schoppert | For | For | ||||||||
12 | D. L. Shedlarz | For | For | ||||||||
2. | Ratify the appointment of Ernst & Young LLP as independent auditors for 2019. | Management | For | For | |||||||
3. | Approve named executive officer compensation on a non-binding advisory basis. | Management | For | For | |||||||
AMAZON.COM, INC. | |||||||||||
Security | 023135106 | Meeting Type | Annual | ||||||||
Ticker Symbol | AMZN | Meeting Date | 22-May-2019 | ||||||||
ISIN | US0231351067 | Agenda | 934985954 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Jeffrey P. Bezos | Management | For | For | |||||||
1b. | Election of Director: Rosalind G. Brewer | Management | For | For | |||||||
1c. | Election of Director: Jamie S. Gorelick | Management | For | For | |||||||
1d. | Election of Director: Daniel P. Huttenlocher | Management | For | For | |||||||
1e. | Election of Director: Judith A. McGrath | Management | For | For | |||||||
1f. | Election of Director: Indra K. Nooyi | Management | For | For | |||||||
1g. | Election of Director: Jonathan J. Rubinstein | Management | For | For | |||||||
1h. | Election of Director: Thomas O. Ryder | Management | For | For | |||||||
1i. | Election of Director: Patricia Q. Stonesifer | Management | For | For | |||||||
1j. | Election of Director: Wendell P. Weeks | Management | For | For | |||||||
2. | RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS. | Management | For | For | |||||||
3. | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION. | Management | For | For | |||||||
4. | SHAREHOLDER PROPOSAL REQUESTING AN ANNUAL REPORT ON MANAGEMENT OF FOOD WASTE. | Shareholder | Against | For | |||||||
5. | SHAREHOLDER PROPOSAL REQUESTING A REDUCTION IN THE OWNERSHIP THRESHOLD FOR CALLING SPECIAL SHAREHOLDER MEETINGS. | Shareholder | Against | For | |||||||
6. | SHAREHOLDER PROPOSAL REQUESTING A BAN ON GOVERNMENT USE OF CERTAIN TECHNOLOGIES. | Shareholder | Against | For | |||||||
7. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON THE IMPACT OF GOVERNMENT USE OF CERTAIN TECHNOLOGIES. | Shareholder | Against | For | |||||||
8. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CERTAIN PRODUCTS. | Shareholder | Against | For | |||||||
9. | SHAREHOLDER PROPOSAL REQUESTING AN INDEPENDENT BOARD CHAIR POLICY. | Shareholder | Against | For | |||||||
10. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CERTAIN EMPLOYMENT POLICIES. | Shareholder | Against | For | |||||||
11. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CLIMATE CHANGE TOPICS. | Shareholder | Against | For | |||||||
12. | SHAREHOLDER PROPOSAL REQUESTING A BOARD IDEOLOGY DISCLOSURE POLICY. | Shareholder | Against | For | |||||||
13. | SHAREHOLDER PROPOSAL REQUESTING CHANGES TO THE COMPANY'S GENDER PAY REPORTING. | Shareholder | Against | For | |||||||
14. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON INTEGRATING CERTAIN METRICS INTO EXECUTIVE COMPENSATION. | Shareholder | Against | For | |||||||
15. | SHAREHOLDER PROPOSAL REGARDING VOTE- COUNTING PRACTICES FOR SHAREHOLDER PROPOSALS. | Shareholder | Against | For | |||||||
FISERV, INC. | |||||||||||
Security | 337738108 | Meeting Type | Annual | ||||||||
Ticker Symbol | FISV | Meeting Date | 22-May-2019 | ||||||||
ISIN | US3377381088 | Agenda | 934978264 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Alison Davis | For | For | ||||||||
2 | Harry F. DiSimone | For | For | ||||||||
3 | John Y. Kim | For | For | ||||||||
4 | Dennis F. Lynch | For | For | ||||||||
5 | Denis J. O'Leary | For | For | ||||||||
6 | Glenn M. Renwick | For | For | ||||||||
7 | Kim M. Robak | For | For | ||||||||
8 | JD Sherman | For | For | ||||||||
9 | Doyle R. Simons | For | For | ||||||||
10 | Jeffery W. Yabuki | For | For | ||||||||
2. | To approve the Fiserv, Inc. Amended and Restated Employee Stock Purchase Plan. | Management | For | For | |||||||
3. | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. | Management | For | For | |||||||
4. | To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fiserv, Inc. for 2019. | Management | For | For | |||||||
5. | A shareholder proposal requesting the company provide a political contribution report. | Shareholder | Against | For | |||||||
WELLCARE HEALTH PLANS, INC. | |||||||||||
Security | 94946T106 | Meeting Type | Annual | ||||||||
Ticker Symbol | WCG | Meeting Date | 22-May-2019 | ||||||||
ISIN | US94946T1060 | Agenda | 934980459 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Richard C. Breon | Management | For | For | |||||||
1b. | Election of Director: Kenneth A. Burdick | Management | For | For | |||||||
1c. | Election of Director: Amy L. Compton-Phillips | Management | For | For | |||||||
1d. | Election of Director: H. James Dallas | Management | For | For | |||||||
1e. | Election of Director: Kevin F. Hickey | Management | For | For | |||||||
1f. | Election of Director: Christian P. Michalik | Management | For | For | |||||||
1g. | Election of Director: Piyush "Bobby" Jindal | Management | For | For | |||||||
1h. | Election of Director: William L. Trubeck | Management | For | For | |||||||
1i. | Election of Director: Kathleen E. Walsh | Management | For | For | |||||||
2. | Approval of the Company's 2019 Incentive Compensation Plan. | Management | For | For | |||||||
3. | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
4. | Advisory vote on the compensation of the Company's named executive officers ("Say on Pay"). | Management | For | For | |||||||
THE HOME DEPOT, INC. | |||||||||||
Security | 437076102 | Meeting Type | Annual | ||||||||
Ticker Symbol | HD | Meeting Date | 23-May-2019 | ||||||||
ISIN | US4370761029 | Agenda | 934976157 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Gerard J. Arpey | Management | For | For | |||||||
1b. | Election of Director: Ari Bousbib | Management | For | For | |||||||
1c. | Election of Director: Jeffery H. Boyd | Management | For | For | |||||||
1d. | Election of Director: Gregory D. Brenneman | Management | For | For | |||||||
1e. | Election of Director: J. Frank Brown | Management | For | For | |||||||
1f. | Election of Director: Albert P. Carey | Management | For | For | |||||||
1g. | Election of Director: Helena B. Foulkes | Management | Against | Against | |||||||
1h. | Election of Director: Linda R. Gooden | Management | For | For | |||||||
1i. | Election of Director: Wayne M. Hewett | Management | For | For | |||||||
1j. | Election of Director: Manuel Kadre | Management | For | For | |||||||
1k. | Election of Director: Stephanie C. Linnartz | Management | For | For | |||||||
1l. | Election of Director: Craig A. Menear | Management | For | For | |||||||
2. | Ratification of the Appointment of KPMG LLP | Management | For | For | |||||||
3. | Advisory Vote to Approve Executive Compensation ("Say-on-Pay") | Management | For | For | |||||||
4. | Shareholder Proposal Regarding EEO-1 Disclosure | Shareholder | Against | For | |||||||
5. | Shareholder Proposal to Reduce the Threshold to Call Special Shareholder Meetings to 10% of Outstanding Shares | Shareholder | Against | For | |||||||
6. | Shareholder Proposal Regarding Report on Prison Labor in the Supply Chain | Shareholder | Against | For | |||||||
SENSATA TECHNOLOGIES HOLDING PLC | |||||||||||
Security | G8060N102 | Meeting Type | Annual | ||||||||
Ticker Symbol | ST | Meeting Date | 28-May-2019 | ||||||||
ISIN | GB00BFMBMT84 | Agenda | 935022525 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Paul B. Edgerley | Management | For | For | |||||||
1b. | Election of Director: Martha N. Sullivan | Management | For | For | |||||||
1c. | Election of Director: John P. Absmeier | Management | For | For | |||||||
1d. | Election of Director: James E. Heppelmann | Management | For | For | |||||||
1e. | Election of Director: Charles W. Peffer | Management | For | For | |||||||
1f. | Election of Director: Constance E. Skidmore | Management | For | For | |||||||
1g. | Election of Director: Andrew C. Teich | Management | For | For | |||||||
1h. | Election of Director: Thomas Wroe Jr. | Management | For | For | |||||||
1i. | Election of Director: Stephen M. Zide | Management | For | For | |||||||
2. | Advisory resolution to approve executive compensation. | Management | For | For | |||||||
3. | Ordinary resolution to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm. | Management | For | For | |||||||
4. | Advisory vote on Director Compensation Report. | Management | For | For | |||||||
5. | Ordinary resolution on Director Compensation Policy. | Management | For | For | |||||||
6. | Ordinary resolution to reappoint Ernst & Young LLP as the Company's U.K. statutory auditor. | Management | For | For | |||||||
7. | Ordinary resolution to authorize the Audit Committee, for and on behalf of the Board, to determine the Company's U.K. statutory auditor's reimbursement. | Management | For | For | |||||||
8. | Ordinary resolution to receive the Company's 2018 Annual Report and Accounts. | Management | For | For | |||||||
9. | Special resolution to approve the form of share repurchase contracts and repurchase counterparties. | Management | For | For | |||||||
10. | Ordinary resolution to authorize the Board of Directors to issue equity securities. | Management | For | For | |||||||
11. | Special resolution to authorize the Board of Directors to issue equity securities without pre-emptive rights. | Management | Against | Against | |||||||
12. | Ordinary resolution to authorize the Board of Directors to issue shares under equity incentive plans. | Management | For | For | |||||||
13. | Special resolution to authorize the Board of Directors to issue equity securities under our incentive plans without pre-emptive rights. | Management | For | For | |||||||
FACEBOOK, INC. | |||||||||||
Security | 30303M102 | Meeting Type | Annual | ||||||||
Ticker Symbol | FB | Meeting Date | 30-May-2019 | ||||||||
ISIN | US30303M1027 | Agenda | 934995082 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Peggy Alford | For | For | ||||||||
2 | Marc L. Andreessen | For | For | ||||||||
3 | Kenneth I. Chenault | For | For | ||||||||
4 | S. D. Desmond-Hellmann | For | For | ||||||||
5 | Sheryl K. Sandberg | For | For | ||||||||
6 | Peter A. Thiel | For | For | ||||||||
7 | Jeffrey D. Zients | For | For | ||||||||
8 | Mark Zuckerberg | For | For | ||||||||
2. | To ratify the appointment of Ernst & Young LLP as Facebook, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
3. | To approve, on a non-binding advisory basis, the compensation program for Facebook, Inc.'s named executive officers as disclosed in Facebook, Inc.'s proxy statement. | Management | For | For | |||||||
4. | To vote, on a non-binding advisory basis, whether a non- binding advisory vote on the compensation program for Facebook, Inc.'s named executive officers should be held every one, two or three years. | Management | 1 Year | Against | |||||||
5. | A stockholder proposal regarding change in stockholder voting. | Shareholder | For | Against | |||||||
6. | A stockholder proposal regarding an independent chair. | Shareholder | Against | For | |||||||
7. | A stockholder proposal regarding majority voting for directors. | Shareholder | For | Against | |||||||
8. | A stockholder proposal regarding true diversity board policy. | Shareholder | Against | For | |||||||
9. | A stockholder proposal regarding a content governance report. | Shareholder | For | Against | |||||||
10. | A stockholder proposal regarding median gender pay gap. | Shareholder | Against | For | |||||||
11. | A stockholder proposal regarding workforce diversity. | Shareholder | Against | For | |||||||
12. | A stockholder proposal regarding strategic alternatives. | Shareholder | Against | For | |||||||
GLOBUS MEDICAL, INC. | |||||||||||
Security | 379577208 | Meeting Type | Annual | ||||||||
Ticker Symbol | GMED | Meeting Date | 05-Jun-2019 | ||||||||
ISIN | US3795772082 | Agenda | 935004438 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Daniel T. Lemaitre | Management | For | For | |||||||
1b. | Election of Director: David C. Paul | Management | For | For | |||||||
1c. | Election of Director: Ann D. Rhoads | Management | For | For | |||||||
2. | To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2019. | Management | For | For | |||||||
3. | To approve, in an advisory vote, the compensation of the Company's named executive officers (the Say-on-Pay Vote). | Management | For | For | |||||||
4. | To approve, in an advisory vote, the frequency of the approval, on an advisory basis, of the compensation of our named executive officers (the Frequency Vote). | Management | 1 Year | For | |||||||
TECH DATA CORPORATION | |||||||||||
Security | 878237106 | Meeting Type | Annual | ||||||||
Ticker Symbol | TECD | Meeting Date | 05-Jun-2019 | ||||||||
ISIN | US8782371061 | Agenda | 934982972 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Charles E. Adair | Management | For | For | |||||||
1b. | Election of Director: Karen M. Dahut | Management | For | For | |||||||
1c. | Election of Director: Robert M. Dutkowsky | Management | For | For | |||||||
1d. | Election of Director: Harry J. Harczak, Jr. | Management | For | For | |||||||
1e. | Election of Director: Bridgette P. Heller | Management | For | For | |||||||
1f. | Election of Director: Richard T. Hume | Management | For | For | |||||||
1g. | Election of Director: Kathleen Misunas | Management | For | For | |||||||
1h. | Election of Director: Thomas I. Morgan | Management | For | For | |||||||
1i. | Election of Director: Patrick G. Sayer | Management | For | For | |||||||
1j. | Election of Director: Savio W. Tung | Management | For | For | |||||||
2. | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm for fiscal 2020. | Management | For | For | |||||||
3. | To approve, on an advisory basis, named executive officer compensation for fiscal 2019. | Management | For | For | |||||||
INGERSOLL-RAND PLC | |||||||||||
Security | G47791101 | Meeting Type | Annual | ||||||||
Ticker Symbol | IR | Meeting Date | 06-Jun-2019 | ||||||||
ISIN | IE00B6330302 | Agenda | 935006709 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of Director: Kirk E. Arnold | Management | For | For | |||||||
1b. | Election of Director: Ann C. Berzin | Management | For | For | |||||||
1c. | Election of Director: John Bruton | Management | For | For | |||||||
1d. | Election of Director: Jared L. Cohon | Management | For | For | |||||||
1e. | Election of Director: Gary D. Forsee | Management | For | For | |||||||
1f. | Election of Director: Linda P. Hudson | Management | For | For | |||||||
1g. | Election of Director: Michael W. Lamach | Management | For | For | |||||||
1h. | Election of Director: Myles P. Lee | Management | For | For | |||||||
1i. | Election of Director: Karen B. Peetz | Management | For | For | |||||||
1j. | Election of Director: John P. Surma | Management | For | For | |||||||
1k. | Election of Director: Richard J. Swift | Management | For | For | |||||||
1l. | Election of Director: Tony L. White | Management | For | For | |||||||
2. | Advisory approval of the compensation of the Company's named executive officers. | Management | For | For | |||||||
3. | Approval of the appointment of independent auditors of the Company and authorization of the Audit Committee of the Board of Directors to set the auditors' remuneration. | Management | For | For | |||||||
4. | Approval of the renewal of the Directors' existing authority to issue shares. | Management | For | For | |||||||
5. | Approval of the renewal of the Directors' existing authority to issue shares for cash without first offering shares to existing shareholders. (Special Resolution) | Management | For | For | |||||||
6. | Determination of the price range at which the Company can re- allot shares that it holds as treasury shares. (Special Resolution) | Management | For | For | |||||||
MONSTER BEVERAGE CORPORATION | |||||||||||
Security | 61174X109 | Meeting Type | Annual | ||||||||
Ticker Symbol | MNST | Meeting Date | 06-Jun-2019 | ||||||||
ISIN | US61174X1090 | Agenda | 934999357 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Rodney C. Sacks | For | For | ||||||||
2 | Hilton H. Schlosberg | For | For | ||||||||
3 | Mark J. Hall | For | For | ||||||||
4 | Kathleen E. Ciaramello | For | For | ||||||||
5 | Gary P. Fayard | For | For | ||||||||
6 | Jeanne P. Jackson | For | For | ||||||||
7 | Steven G. Pizula | For | For | ||||||||
8 | Benjamin M. Polk | For | For | ||||||||
9 | Sydney Selati | For | For | ||||||||
10 | Mark S. Vidergauz | For | For | ||||||||
2. | Proposal to ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
3. | Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. | Management | Against | Against | |||||||
AMEDISYS, INC. | |||||||||||
Security | 023436108 | Meeting Type | Annual | ||||||||
Ticker Symbol | AMED | Meeting Date | 07-Jun-2019 | ||||||||
ISIN | US0234361089 | Agenda | 935005315 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Julie D. Klapstein | For | For | ||||||||
2 | Paul B. Kusserow | For | For | ||||||||
3 | Richard A. Lechleiter | For | For | ||||||||
4 | Jake L. Netterville | For | For | ||||||||
5 | Bruce D. Perkins | For | For | ||||||||
6 | Jeffrey A. Rideout, MD | For | For | ||||||||
7 | Donald A. Washburn | For | For | ||||||||
2. | To ratify the appointment of KPMG LLP as the Company's independent registered public accountants for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
3. | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers, as set forth in the Company's 2019 Proxy Statement ("Say on Pay" Vote). | Management | For | For | |||||||
IAC/INTERACTIVECORP | |||||||||||
Security | 44919P508 | Meeting Type | Annual | ||||||||
Ticker Symbol | IAC | Meeting Date | 12-Jun-2019 | ||||||||
ISIN | US44919P5089 | Agenda | 935017194 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Edgar Bronfman, Jr. | For | For | ||||||||
2 | Chelsea Clinton | For | For | ||||||||
3 | Barry Diller | For | For | ||||||||
4 | Michael D. Eisner | For | For | ||||||||
5 | Bonnie S. Hammer | For | For | ||||||||
6 | Victor A. Kaufman | For | For | ||||||||
7 | Joseph Levin | For | For | ||||||||
8 | Bryan Lourd | For | For | ||||||||
9 | David Rosenblatt | For | For | ||||||||
10 | Alan G. Spoon | For | For | ||||||||
11 | A. von Furstenberg | For | For | ||||||||
12 | Richard F. Zannino | For | For | ||||||||
2. | Ratification of the appointment of Ernst & Young LLP as IAC's independent registered public accounting firm for 2019. | Management | For | For | |||||||
ALPHABET INC. | |||||||||||
Security | 02079K305 | Meeting Type | Annual | ||||||||
Ticker Symbol | GOOGL | Meeting Date | 19-Jun-2019 | ||||||||
ISIN | US02079K3059 | Agenda | 935018956 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1. | DIRECTOR | Management | |||||||||
1 | Larry Page | For | For | ||||||||
2 | Sergey Brin | For | For | ||||||||
3 | John L. Hennessy | For | For | ||||||||
4 | L. John Doerr | For | For | ||||||||
5 | Roger W. Ferguson, Jr. | For | For | ||||||||
6 | Ann Mather | For | For | ||||||||
7 | Alan R. Mulally | For | For | ||||||||
8 | Sundar Pichai | For | For | ||||||||
9 | K. Ram Shriram | For | For | ||||||||
10 | Robin L. Washington | For | For | ||||||||
2. | Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
3. | The amendment and restatement of Alphabet's 2012 Stock Plan to increase the share reserve by 3,000,000 shares of Class C capital stock. | Management | For | For | |||||||
4. | A stockholder proposal regarding equal shareholder voting, if properly presented at the meeting. | Shareholder | For | Against | |||||||
5. | A stockholder proposal regarding inequitable employment practices, if properly presented at the meeting. | Shareholder | For | Against | |||||||
6. | A stockholder proposal regarding the establishment of a societal risk oversight committee, if properly presented at the meeting. | Shareholder | Against | For | |||||||
7. | A stockholder proposal regarding a report on sexual harassment risk management, if properly presented at the meeting. | Shareholder | For | Against | |||||||
8. | A stockholder proposal regarding majority vote for the election of directors, if properly presented at the meeting. | Shareholder | For | Against | |||||||
9. | A stockholder proposal regarding a report on gender pay, if properly presented at the meeting. | Shareholder | Against | For | |||||||
10. | A stockholder proposal regarding strategic alternatives, if properly presented at the meeting. | Shareholder | Against | For | |||||||
11. | A stockholder proposal regarding the nomination of an employee representative director, if properly presented at the meeting. | Shareholder | Against | For | |||||||
12. | A stockholder proposal regarding simple majority vote, if properly presented at the meeting. | Shareholder | Against | For | |||||||
13. | A stockholder proposal regarding a sustainability metrics report, if properly presented at the meeting. | Shareholder | Against | For | |||||||
14. | A stockholder proposal regarding Google Search in China, if properly presented at the meeting. | Shareholder | Against | For | |||||||
15. | A stockholder proposal regarding a clawback policy, if properly presented at the meeting. | Shareholder | For | Against | |||||||
16. | A stockholder proposal regarding a report on content governance, if properly presented at the meeting. | Shareholder | For | Against | |||||||
FORTINET, INC. | |||||||||||
Security | 34959E109 | Meeting Type | Annual | ||||||||
Ticker Symbol | FTNT | Meeting Date | 21-Jun-2019 | ||||||||
ISIN | US34959E1091 | Agenda | 935025672 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1A | Election of Director: Ken Xie | Management | For | For | |||||||
1B | Election of Director: Ming Hsieh | Management | For | For | |||||||
1C | Election of Director: Gary Locke | Management | For | For | |||||||
1D | Election of Director: Christopher B. Paisley | Management | For | For | |||||||
1E | Election of Director: Judith Sim | Management | For | For | |||||||
2. | To ratify the appointment of Deloitte & Touche LLP as Fortinet's independent registered accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||
3. | Advisory vote to approve named executive officer compensation, as disclosed in the proxy statement. | Management | For | For | |||||||
4. | To approve the Amended and Restated 2009 Fortinet, Inc. Equity Incentive Plan. | Management | For | For | |||||||
MASTERCARD INCORPORATED | |||||||||||
Security | 57636Q104 | Meeting Type | Annual | ||||||||
Ticker Symbol | MA | Meeting Date | 25-Jun-2019 | ||||||||
ISIN | US57636Q1040 | Agenda | 935017233 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
1a. | Election of director: Richard Haythornthwaite | Management | For | For | |||||||
1b. | Election of director: Ajay Banga | Management | For | For | |||||||
1c. | Election of director: David R. Carlucci | Management | For | For | |||||||
1d. | Election of director: Richard K. Davis | Management | For | For | |||||||
1e. | Election of director: Steven J. Freiberg | Management | For | For | |||||||
1f. | Election of director: Julius Genachowski | Management | For | For | |||||||
1g. | Election of director: Choon Phong Goh | Management | For | For | |||||||
1h. | Election of director: Merit E. Janow | Management | For | For | |||||||
1i. | Election of director: Oki Matsumoto | Management | For | For | |||||||
1j. | Election of director: Youngme Moon | Management | For | For | |||||||
1k. | Election of director: Rima Qureshi | Management | For | For | |||||||
1l. | Election of director: José Octavio Reyes Lagunes | Management | For | For | |||||||
1m. | Election of director: Gabrielle Sulzberger | Management | For | For | |||||||
1n. | Election of director: Jackson Tai | Management | For | For | |||||||
1o. | Election of director: Lance Uggla | Management | For | For | |||||||
2. | Advisory approval of Mastercard's executive compensation | Management | For | For | |||||||
3. | Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2019 | Management | For | For | |||||||
4. | Consideration of a stockholder proposal on gender pay gap | Shareholder | Against | For | |||||||
5. | Consideration of a stockholder proposal on creation of a human rights committee | Shareholder | Against | For | |||||||
VMWARE, INC. | |||||||||||
Security | 928563402 | Meeting Type | Annual | ||||||||
Ticker Symbol | VMW | Meeting Date | 25-Jun-2019 | ||||||||
ISIN | US9285634021 | Agenda | 935027018 - Management | ||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||
2. | An advisory vote to approve named executive officer compensation, as described in VMware's Proxy Statement. | Management | Against | Against | |||||||
3. | To approve an amendment to the Amended and Restated 2007 Equity and Incentive Plan. | Management | For | For | |||||||
4. | To approve an amendment to the Amended and Restated 2007 Employee Stock Purchase Plan. | Management | For | For | |||||||
5. | To ratify the selection by the Audit Committee of VMware's Board of Directors of PricewaterhouseCoopers LLP as VMware's independent auditor for the fiscal year ending January 31, 2020. | Management | For | For |
Meritage Value Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Investment Company Report
ICON PLC | |||||||||||||
Security | G4705A100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ICLR | Meeting Date | 24-Jul-2018 | ||||||||||
ISIN | IE0005711209 | Agenda | 934850125 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1.1 | Election of Director: Mr. Ciaran Murray | Management | For | For | |||||||||
1.2 | Election of Director: Mr. Declan McKeon | Management | For | For | |||||||||
1.3 | Election of Director: Mr. Eugene McCague | Management | For | For | |||||||||
1.4 | Election of Director: Ms. Joan Garahy | Management | For | For | |||||||||
2 | To review the Company's affairs and consider the Accounts and Reports | Management | For | For | |||||||||
3 | To authorise the fixing of the Auditors' Remuneration | Management | For | For | |||||||||
4 | To authorise the Company to allot shares | Management | For | For | |||||||||
5 | To disapply the statutory pre-emption rights | Management | For | For | |||||||||
6 | To disapply the statutory pre-emption rights for funding capital investment or acquisitions | Management | For | For | |||||||||
7 | To authorise the Company to make market purchases of Shares | Management | For | For | |||||||||
8 | To authorise the price range at which the Company can reissue shares that it holds as treasury shares | Management | For | For | |||||||||
HELEN OF TROY LIMITED | |||||||||||||
Security | G4388N106 | Meeting Type | Annual | ||||||||||
Ticker Symbol | HELE | Meeting Date | 22-Aug-2018 | ||||||||||
ISIN | BMG4388N1065 | Agenda | 934856507 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: Gary B. Abromovitz | Management | For | For | |||||||||
1B. | Election of Director: Krista L. Berry | Management | For | For | |||||||||
1C. | Election of Director: Vincent D. Carson | Management | For | For | |||||||||
1D. | Election of Director: Thurman K. Case | Management | For | For | |||||||||
1E. | Election of Director: Timothy F. Meeker | Management | For | For | |||||||||
1F. | Election of Director: Julien R. Mininberg | Management | For | For | |||||||||
1G. | Election of Director: Beryl B. Raff | Management | For | For | |||||||||
1H. | Election of Director: William F. Susetka | Management | For | For | |||||||||
1I. | Election of Director: Darren G. Woody | Management | For | For | |||||||||
2. | To provide advisory approval of the Company's executive compensation. | Management | For | For | |||||||||
3. | To approve the Helen of Troy Limited 2018 Stock Incentive Plan. | Management | For | For | |||||||||
4. | To approve the Helen of Troy Limited 2018 Employee Stock Purchase Plan. | Management | For | For | |||||||||
5. | To appoint Grant Thornton LLP as the Company's auditor and independent registered public accounting firm to serve for the 2019 fiscal year and to authorize the Audit Committee of the Board of Directors to set the auditor's remuneration. | Management | For | For | |||||||||
CIGNA CORPORATION | |||||||||||||
Security | 125509109 | Meeting Type | Special | ||||||||||
Ticker Symbol | CI | Meeting Date | 24-Aug-2018 | ||||||||||
ISIN | US1255091092 | Agenda | 934858311 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | To adopt the Agreement and Plan of Merger, dated as of March 8, 2018, as amended by Amendment No. 1, dated as of June 27, 2018, and as it may be further amended from time to time (the "merger agreement"), by and among Cigna, Express Scripts Holding Company ("Express Scripts"), Halfmoon Parent, Inc., Halfmoon I, Inc. and Halfmoon II, Inc. | Management | For | For | |||||||||
2. | To approve the adjournment of the special meeting of Cigna stockholders (the "Cigna special meeting"), if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the proposal to adopt the merger agreement. | Management | For | For | |||||||||
WNS (HOLDINGS) LIMITED | |||||||||||||
Security | 92932M101 | Meeting Type | Annual | ||||||||||
Ticker Symbol | WNS | Meeting Date | 27-Sep-2018 | ||||||||||
ISIN | US92932M1018 | Agenda | 934872513 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Adoption of the audited annual accounts of the Company for the financial year ended March 31, 2018, together with the auditors' report. | Management | For | For | |||||||||
2. | Re-appointment of Grant Thornton India LLP as the auditors of the Company. | Management | For | For | |||||||||
3. | Approval of auditors' remuneration for the financial year ending March 31, 2019. | Management | For | For | |||||||||
4. | Re-election of the Class III Director, Mrs. Renu S. Karnad. | Management | For | For | |||||||||
5. | Re-election of the Class III Director, Mr. John Freeland. | Management | For | For | |||||||||
6. | Re-election of the Class III Director, Ms. Francoise Gri. | Management | For | For | |||||||||
7. | Approval of Directors' remuneration for the period from the Annual General Meeting until the next annual general meeting of the Company to be held in respect of the financial year ending March 31, 2019. | Management | For | For | |||||||||
8. | Increase in the ordinary shares/American Depositary Shares ("ADSs") available for grant under the Company's 2016 Incentive Award Plan as may be amended and restated pursuant to and in accordance with the terms thereof ("the Plan") by 1.4 Million ordinary shares/ADSs (representing 2.7% of the total ...Due to space limits, see proxy material for full proposal. | Management | For | For | |||||||||
HERMAN MILLER, INC. | |||||||||||||
Security | 600544100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | MLHR | Meeting Date | 08-Oct-2018 | ||||||||||
ISIN | US6005441000 | Agenda | 934870507 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | David A. Brandon | For | For | ||||||||||
2 | Douglas D. French | For | For | ||||||||||
3 | John R. Hoke III | For | For | ||||||||||
4 | Heidi J. Manheimer | For | For | ||||||||||
2. | Proposal to approve the Amendment to our Articles of Incorporation. | Management | For | For | |||||||||
3. | Proposal to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm. | Management | For | For | |||||||||
4. | Proposal to approve, on an advisory basis, the compensation paid to the Company's named executive officers. | Management | For | For | |||||||||
CHINA PETROLEUM & CHEMICAL CORPORATION | |||||||||||||
Security | 16941R108 | Meeting Type | Special | ||||||||||
Ticker Symbol | SNP | Meeting Date | 23-Oct-2018 | ||||||||||
ISIN | US16941R1086 | Agenda | 934885142 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | To consider and approve the resolution in relation to the election of Mr. Yu Baocai as a director of the Company. | Management | Against | Against | |||||||||
2. | To consider and approve the resolution in relation to Continuing Connected Transactions for the three years ending 31 December 2021 and relevant authorisations. The particulars of resolution No.2 include: (i) approving the renewal of Continuing Connected Transactions for the three years ending 31 December 2021 (including their respective relevant proposed caps); (ii) approving, ratifying and confirming the Continuing Connected Transactions Fifth Supplemental Agreement entered ...(due to space limits, see proxy material for full proposal). | Management | For | For | |||||||||
ADTALEM GLOBAL EDUCATION INC | |||||||||||||
Security | 00737L103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ATGE | Meeting Date | 06-Nov-2018 | ||||||||||
ISIN | US00737L1035 | Agenda | 934886524 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Lyle Logan | For | For | ||||||||||
2 | Michael W. Malafronte | For | For | ||||||||||
3 | Lisa W. Wardell | For | For | ||||||||||
4 | Ann Weaver Hart | For | For | ||||||||||
5 | James D. White | For | For | ||||||||||
6 | William W. Burke | For | For | ||||||||||
7 | Donna J. Hrinak | For | For | ||||||||||
8 | Steven M. Altschuler | For | For | ||||||||||
9 | Georgette Kiser | For | For | ||||||||||
2. | Ratification of selection of PricewaterhouseCoopers LLP as independent registered public accounting firm. | Management | For | For | |||||||||
3. | An advisory vote on the approval of the compensation of our named executive officers. | Management | For | For | |||||||||
KLA-TENCOR CORPORATION | |||||||||||||
Security | 482480100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | KLAC | Meeting Date | 07-Nov-2018 | ||||||||||
ISIN | US4824801009 | Agenda | 934879593 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Edward W. Barnholt | Management | For | For | |||||||||
1b. | Election of Director: Robert M. Calderoni | Management | For | For | |||||||||
1c. | Election of Director: John T. Dickson | Management | For | For | |||||||||
1d. | Election of Director: Emiko Higashi | Management | For | For | |||||||||
1e. | Election of Director: Kevin J. Kennedy | Management | For | For | |||||||||
1f. | Election of Director: Gary B. Moore | Management | For | For | |||||||||
1g. | Election of Director: Kiran M. Patel | Management | For | For | |||||||||
1h. | Election of Director: Ana G. Pinczuk | Management | For | For | |||||||||
1i. | Election of Director: Robert A. Rango | Management | For | For | |||||||||
1j. | Election of Director: Richard P. Wallace | Management | For | For | |||||||||
2. | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2019. | Management | For | For | |||||||||
3. | Approval on a non-binding, advisory basis of our named executive officer compensation. | Management | For | For | |||||||||
4. | Adoption of our Amended and Restated 2004 Equity Incentive Plan. | Management | For | For | |||||||||
AUTOZONE, INC. | |||||||||||||
Security | 053332102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | AZO | Meeting Date | 19-Dec-2018 | ||||||||||
ISIN | US0533321024 | Agenda | 934893721 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Douglas H. Brooks | Management | For | For | |||||||||
1b. | Election of Director: Linda A. Goodspeed | Management | For | For | |||||||||
1c. | Election of Director: Earl G. Graves, Jr. | Management | For | For | |||||||||
1d. | Election of Director: Enderson Guimaraes | Management | For | For | |||||||||
1e. | Election of Director: D. Bryan Jordan | Management | For | For | |||||||||
1f. | Election of Director: Gale V. King | Management | For | For | |||||||||
1g. | Election of Director: W. Andrew McKenna | Management | For | For | |||||||||
1h. | Election of Director: George R. Mrkonic, Jr. | Management | For | For | |||||||||
1i. | Election of Director: Luis P. Nieto | Management | For | For | |||||||||
1j. | Election of Director: William C. Rhodes, III | Management | For | For | |||||||||
1k. | Election of Director: Jill A. Soltau | Management | For | For | |||||||||
2. | Ratification of Ernst & Young LLP as independent registered public accounting firm for the 2019 fiscal year. | Management | For | For | |||||||||
3. | Approval of advisory vote on executive compensation. | Management | For | For | |||||||||
ACUITY BRANDS, INC. | |||||||||||||
Security | 00508Y102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | AYI | Meeting Date | 04-Jan-2019 | ||||||||||
ISIN | US00508Y1029 | Agenda | 934901718 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Peter C. Browning | Management | For | For | |||||||||
1b. | Election of Director: G. Douglas Dillard, Jr. | Management | For | For | |||||||||
1c. | Election of Director: James H. Hance, Jr. | Management | For | For | |||||||||
1d. | Election of Director: Vernon J. Nagel | Management | For | For | |||||||||
1e. | Election of Director: Julia B. North | Management | For | For | |||||||||
1f. | Election of Director: Ray M. Robinson | Management | For | For | |||||||||
1g. | Election of Director: Mary A. Winston | Management | For | For | |||||||||
2. | Ratification of the appointment of EY as the independent registered public accounting firm. | Management | For | For | |||||||||
3. | Advisory vote to approve named executive officer compensation. | Management | For | For | |||||||||
MAXIMUS, INC. | |||||||||||||
Security | 577933104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | MMS | Meeting Date | 20-Mar-2019 | ||||||||||
ISIN | US5779331041 | Agenda | 934924350 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1.1 | Election of Class I Director: Anne K. Altman | Management | For | For | |||||||||
1.2 | Election Of Class I Director: Paul R. Lederer | Management | For | For | |||||||||
1.3 | Election Of Class I Director: Peter B. Pond | Management | For | For | |||||||||
2. | Ratification of the appointment of Ernst & Young LLP as our independent public accountants for our 2019 fiscal year. | Management | For | For | |||||||||
3. | Advisory vote to approve the compensation of the Named Executive Officers. | Management | For | For | |||||||||
KONINKLIJKE AHOLD DELHAIZE N.V. | |||||||||||||
Security | 500467501 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ADRNY | Meeting Date | 10-Apr-2019 | ||||||||||
ISIN | US5004675014 | Agenda | 934942687 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
5. | Proposal to adopt the 2018 financial statements | Management | For | For | |||||||||
6. | Proposal to determine the dividend over financial year 2018 | Management | For | For | |||||||||
7. | Proposal for discharge of liabilities of the members of the Management Board | Management | For | For | |||||||||
8. | Proposal for discharge of liabilities of the members of the Supervisory Board | Management | For | For | |||||||||
9. | Proposal to appoint Ms. K.C. Doyle as member of the Supervisory Board | Management | For | For | |||||||||
10. | Proposal to appoint Mr. P. Agnefjall as member of the Supervisory Board | Management | For | For | |||||||||
11. | Proposal to re-appoint Mr. F.W.H. Muller as member of the Management Board | Management | For | For | |||||||||
12. | Proposal to amend the Management Board Remuneration Policy | Management | For | For | |||||||||
13. | Proposal to appoint PricewaterhouseCoopers Accountants N.V. as external auditor for financial year 2019 | Management | For | For | |||||||||
14. | Authorization to issue shares | Management | For | For | |||||||||
15. | Authorization to restrict or exclude pre-emptive rights | Management | For | For | |||||||||
16. | Authorization to acquire common shares | Management | For | For | |||||||||
17. | Authorization to acquire the cumulative preferred financing shares | Management | For | For | |||||||||
18. | Cancellation of shares | Management | For | For | |||||||||
NORTHERN TRUST CORPORATION | |||||||||||||
Security | 665859104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | NTRS | Meeting Date | 23-Apr-2019 | ||||||||||
ISIN | US6658591044 | Agenda | 934937864 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Linda Walker Bynoe | Management | For | For | |||||||||
1b. | Election of Director: Susan Crown | Management | For | For | |||||||||
1c. | Election of Director: Dean M. Harrison | Management | For | For | |||||||||
1d. | Election of Director: Jay L. Henderson | Management | For | For | |||||||||
1e. | Election of Director: Marcy S. Klevorn | Management | For | For | |||||||||
1f. | Election of Director: Siddharth N. (Bobby) Mehta | Management | For | For | |||||||||
1g. | Election of Director: Michael G. O'Grady | Management | For | For | |||||||||
1h. | Election of Director: Jose Luis Prado | Management | For | For | |||||||||
1i. | Election of Director: Thomas E. Richards | Management | For | For | |||||||||
1j. | Election of Director: Martin P. Slark | Management | For | For | |||||||||
1k. | Election of Director: David H. B. Smith, Jr. | Management | For | For | |||||||||
1l. | Election of Director: Donald Thompson | Management | For | For | |||||||||
1m. | Election of Director: Charles A. Tribbett III | Management | For | For | |||||||||
2. | Approval, by an advisory vote, of the 2018 compensation of the Corporation's named executive officers. | Management | For | For | |||||||||
3. | Ratification of the appointment of KPMG LLP as the Corporation's independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||||
4. | Stockholder proposal regarding additional disclosure of political contributions. | Shareholder | Against | For | |||||||||
5. | Stockholder proposal regarding the right of the Corporation's stockholders to call a special meeting of the stockholders. | Shareholder | For | Against | |||||||||
CIGNA CORPORATION | |||||||||||||
Security | 125523100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CI | Meeting Date | 24-Apr-2019 | ||||||||||
ISIN | US1255231003 | Agenda | 934945900 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: David M. Cordani | Management | For | For | |||||||||
1b. | Election of Director: William J. DeLaney | Management | For | For | |||||||||
1c. | Election of Director: Eric J. Foss | Management | For | For | |||||||||
1d. | Election of Director: Elder Granger, MD, MG, USA | Management | For | For | |||||||||
1e. | Election of Director: Isaiah Harris, Jr. | Management | For | For | |||||||||
1f. | Election of Director: Roman Martinez IV | Management | For | For | |||||||||
1g. | Election of Director: Kathleen M. Mazzarella | Management | For | For | |||||||||
1h. | Election of Director: Mark B. McClellan, MD, PhD | Management | For | For | |||||||||
1i. | Election of Director: John M. Partridge | Management | For | For | |||||||||
1j. | Election of Director: William L. Roper, MD, MPH | Management | For | For | |||||||||
1k. | Election of Director: Eric C. Wiseman | Management | For | For | |||||||||
1l. | Election of Director: Donna F. Zarcone | Management | For | For | |||||||||
1m. | Election of Director: William D. Zollars | Management | For | For | |||||||||
2. | Advisory approval of Cigna's executive compensation. | Management | For | For | |||||||||
3. | Ratification of appointment of PricewaterhouseCoopers LLP as Cigna's independent registered public accounting firm for 2019. | Management | For | For | |||||||||
4. | Shareholder proposal - Increase shareholder rights to include action by written consent. | Shareholder | For | Against | |||||||||
5. | Shareholder proposal - Cyber risk report | Shareholder | Against | For | |||||||||
6. | Shareholder proposal - Gender pay gap report | Shareholder | Against | For | |||||||||
SNAP-ON INCORPORATED | |||||||||||||
Security | 833034101 | Meeting Type | Annual | ||||||||||
Ticker Symbol | SNA | Meeting Date | 25-Apr-2019 | ||||||||||
ISIN | US8330341012 | Agenda | 934944768 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: David C. Adams | Management | For | For | |||||||||
1B. | Election of Director: Karen L. Daniel | Management | For | For | |||||||||
1C. | Election of Director: Ruth Ann M. Gillis | Management | For | For | |||||||||
1D. | Election of Director: James P. Holden | Management | For | For | |||||||||
1E. | Election of Director: Nathan J. Jones | Management | For | For | |||||||||
1F. | Election of Director: Henry W. Knueppel | Management | For | For | |||||||||
1G. | Election of Director: W. Dudley Lehman | Management | For | For | |||||||||
1H. | Election of Director: Nicholas T. Pinchuk | Management | For | For | |||||||||
1I. | Election of Director: Gregg M. Sherrill | Management | For | For | |||||||||
1J. | Election of Director: Donald J. Stebbins | Management | For | For | |||||||||
2. | Proposal to ratify the appointment of Deloitte & Touche LLP as Snap-on Incorporated's independent registered public accounting firm for fiscal 2019. | Management | For | For | |||||||||
3. | Advisory vote to approve the compensation of Snap-on Incorporated's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation Information" in the Proxy Statement. | Management | For | For | |||||||||
TORCHMARK CORPORATION | |||||||||||||
Security | 891027104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | TMK | Meeting Date | 25-Apr-2019 | ||||||||||
ISIN | US8910271043 | Agenda | 934955759 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Charles E. Adair | Management | For | For | |||||||||
1b. | Election of Director: Linda L. Addison | Management | For | For | |||||||||
1c. | Election of Director: Marilyn A. Alexander | Management | For | For | |||||||||
1d. | Election of Director: Cheryl D. Alston | Management | For | For | |||||||||
1e. | Election of Director: Jane M. Buchan | Management | For | For | |||||||||
1f. | Election of Director: Gary L. Coleman | Management | For | For | |||||||||
1g. | Election of Director: Larry M. Hutchison | Management | For | For | |||||||||
1h. | Election of Director: Robert W. Ingram | Management | For | For | |||||||||
1i. | Election of Director: Steven P. Johnson | Management | For | For | |||||||||
1j. | Election of Director: Darren M. Rebelez | Management | For | For | |||||||||
1k. | Election of Director: Lamar C. Smith | Management | For | For | |||||||||
1l. | Election of Director: Mary E. Thigpen | Management | For | For | |||||||||
2. | Ratification of Auditors. | Management | For | For | |||||||||
3. | Approval of 2018 Executive Compensation. | Management | For | For | |||||||||
REGAL BELOIT CORPORATION | |||||||||||||
Security | 758750103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | RBC | Meeting Date | 30-Apr-2019 | ||||||||||
ISIN | US7587501039 | Agenda | 934949934 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Stephen M. Burt | Management | For | For | |||||||||
1b. | Election of Director: Anesa T. Chaibi | Management | For | For | |||||||||
1c. | Election of Director: Christopher L. Doerr | Management | For | For | |||||||||
1d. | Election of Director: Thomas J. Fischer | Management | For | For | |||||||||
1e. | Election of Director: Dean A. Foate | Management | For | For | |||||||||
1f. | Election of Director: Rakesh Sachdev | Management | For | For | |||||||||
1g. | Election of Director: Curtis W. Stoelting | Management | For | For | |||||||||
1h. | Election of Director: Jane L. Warner | Management | For | For | |||||||||
2. | Advisory vote on the compensation of the Company's named executive officers. | Management | For | For | |||||||||
3. | To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 28, 2019. | Management | For | For | |||||||||
CAPITAL ONE FINANCIAL CORPORATION | |||||||||||||
Security | 14040H105 | Meeting Type | Annual | ||||||||||
Ticker Symbol | COF | Meeting Date | 02-May-2019 | ||||||||||
ISIN | US14040H1059 | Agenda | 934941596 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: Richard D. Fairbank | Management | For | For | |||||||||
1B. | Election of Director: Aparna Chennapragada | Management | For | For | |||||||||
1C. | Election of Director: Ann Fritz Hackett | Management | For | For | |||||||||
1D. | Election of Director: Peter Thomas Killalea | Management | For | For | |||||||||
1E. | Election of Director: Cornelis "Eli" Leenaars | Management | For | For | |||||||||
1F. | Election of Director: Pierre E. Leroy | Management | For | For | |||||||||
1G. | Election of Director: Francois Locoh-Donou | Management | For | For | |||||||||
1H. | Election of Director: Peter E. Raskind | Management | For | For | |||||||||
1I. | Election of Director: Mayo A. Shattuck III | Management | For | For | |||||||||
1J. | Election of Director: Bradford H. Warner | Management | For | For | |||||||||
1K. | Election of Director: Catherine G. West | Management | For | For | |||||||||
2. | Ratification of the selection of Ernst & Young LLP as independent registered public accounting firm of Capital One for 2019. | Management | For | For | |||||||||
3. | Advisory approval of Capital One's 2018 Named Executive Officer compensation. | Management | For | For | |||||||||
4. | Approval and adoption of the Capital One Financial Corporation Fifth Amended and Restated 2004 Stock Incentive Plan. | Management | For | For | |||||||||
5. | Stockholder proposal requesting stockholders' right to act by written consent, if properly presented at the meeting. | Shareholder | For | Against | |||||||||
ENTERGY CORPORATION | |||||||||||||
Security | 29364G103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ETR | Meeting Date | 03-May-2019 | ||||||||||
ISIN | US29364G1031 | Agenda | 934954074 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: J. R. Burbank | Management | For | For | |||||||||
1b. | Election of Director: P. J. Condon | Management | For | For | |||||||||
1c. | Election of Director: L. P. Denault | Management | For | For | |||||||||
1d. | Election of Director: K. H. Donald | Management | For | For | |||||||||
1e. | Election of Director: P. L. Frederickson | Management | For | For | |||||||||
1f. | Election of Director: A. M. Herman | Management | For | For | |||||||||
1g. | Election of Director: M. E. Hyland | Management | For | For | |||||||||
1h. | Election of Director: S. L. Levenick | Management | For | For | |||||||||
1i. | Election of Director: B. L. Lincoln | Management | For | For | |||||||||
1j. | Election of Director: K. A. Puckett | Management | For | For | |||||||||
2. | Ratification of the Appointment of Deloitte & Touche LLP as Independent Registered Public Accountants for 2019. | Management | For | For | |||||||||
3. | Advisory Vote to Approve Named Executive Officer Compensation. | Management | For | For | |||||||||
4. | Approval of the Entergy Corporation 2019 Omnibus Incentive Plan. | Management | For | For | |||||||||
PRUDENTIAL FINANCIAL, INC. | |||||||||||||
Security | 744320102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PRU | Meeting Date | 14-May-2019 | ||||||||||
ISIN | US7443201022 | Agenda | 934976056 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Thomas J. Baltimore, Jr. | Management | For | For | |||||||||
1b. | Election of Director: Gilbert F. Casellas | Management | For | For | |||||||||
1c. | Election of Director: Robert M. Falzon | Management | For | For | |||||||||
1d. | Election of Director: Mark B. Grier | Management | For | For | |||||||||
1e. | Election of Director: Martina Hund-Mejean | Management | For | For | |||||||||
1f. | Election of Director: Karl J. Krapek | Management | For | For | |||||||||
1g. | Election of Director: Peter R. Lighte | Management | For | For | |||||||||
1h. | Election of Director: Charles F. Lowrey | Management | For | For | |||||||||
1i. | Election of Director: George Paz | Management | For | For | |||||||||
1j. | Election of Director: Sandra Pianalto | Management | For | For | |||||||||
1k. | Election of Director: Christine A. Poon | Management | For | For | |||||||||
1l. | Election of Director: Douglas A. Scovanner | Management | For | For | |||||||||
1m. | Election of Director: Michael A. Todman | Management | For | For | |||||||||
2. | Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | Advisory vote to approve named executive officer compensation. | Management | For | For | |||||||||
4. | Shareholder proposal regarding Right to Act by Written Consent. | Shareholder | Against | For | |||||||||
EQUINOR ASA | |||||||||||||
Security | 29446M102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | EQNR | Meeting Date | 15-May-2019 | ||||||||||
ISIN | US29446M1027 | Agenda | 935011243 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
3 | Election of chair for the meeting | Management | For | For | |||||||||
4 | Approval of the notice and the agenda | Management | For | For | |||||||||
5 | Election of two persons to co-sign the minutes together with the chair of the meeting | Management | For | For | |||||||||
6 | Approval of the annual report and accounts for Equinor ASA and the Equinor group for 2018, including the board of directors' proposal for distribution of fourth quarter 2018 dividend | Management | For | For | |||||||||
7 | Authorisation to distribute dividend based on approved annual accounts for 2018 | Management | For | For | |||||||||
8 | Proposal from shareholders to refrain from oil and gas exploration and production activities in certain areas | Shareholder | Against | For | |||||||||
9 | Proposal from shareholder regarding setting medium and long- term quantitative targets that include Scope 1, 2 and 3 greenhouse gas emissions | Shareholder | Against | For | |||||||||
10 | Proposal from shareholder regarding new direction for the company including phasing out of all exploration activities within two years | Shareholder | Against | For | |||||||||
11 | The board of directors' report on Corporate Governance | Management | For | For | |||||||||
12a | Advisory vote related to the board of directors' guidelines on stipulation of salary and other remuneration for executive management | Management | For | For | |||||||||
12b | Approval of the board of directors' guidelines on remuneration linked to the development of the company's share price | Management | For | For | |||||||||
13 | Approval of remuneration for the company's external auditor for 2018 | Management | For | For | |||||||||
14 | Election of external auditor | Management | For | For | |||||||||
15 | Determination of remuneration for the corporate assembly members | Management | For | For | |||||||||
16 | Determination of remuneration for the nomination committee members | Management | For | For | |||||||||
17 | Authorisation to acquire Equinor ASA shares in the market to continue operation of the share savings plan for employees | Management | For | For | |||||||||
18 | Authorisation to acquire Equinor ASA shares in the market for subsequent annulment | Management | For | For | |||||||||
19 | Proposal from a shareholder to stop CO2 capture and storage | Shareholder | Against | For | |||||||||
STATE STREET CORPORATION | |||||||||||||
Security | 857477103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | STT | Meeting Date | 15-May-2019 | ||||||||||
ISIN | US8574771031 | Agenda | 934969277 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: K. Burnes | Management | For | For | |||||||||
1b. | Election of Director: P. de Saint-Aignan | Management | For | For | |||||||||
1c. | Election of Director: L. Dugle | Management | For | For | |||||||||
1d. | Election of Director: A. Fawcett | Management | For | For | |||||||||
1e. | Election of Director: W. Freda | Management | For | For | |||||||||
1f. | Election of Director: J. Hooley | Management | For | For | |||||||||
1g. | Election of Director: S. Mathew | Management | For | For | |||||||||
1h. | Election of Director: W. Meaney | Management | For | For | |||||||||
1i. | Election of Director: R. O'Hanley | Management | For | For | |||||||||
1j. | Election of Director: S. O'Sullivan | Management | For | For | |||||||||
1k. | Election of Director: R. Sergel | Management | For | For | |||||||||
1l. | Election of Director: G. Summe | Management | For | For | |||||||||
2. | To approve an advisory proposal on executive compensation. | Management | For | For | |||||||||
3. | To ratify the selection of Ernst & Young LLP as State Street's independent registered public accounting firm for the year ending December 31, 2019. | Management | For | For | |||||||||
DISCOVER FINANCIAL SERVICES | |||||||||||||
Security | 254709108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | DFS | Meeting Date | 16-May-2019 | ||||||||||
ISIN | US2547091080 | Agenda | 934964784 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Jeffrey S. Aronin | Management | For | For | |||||||||
1b. | Election of Director: Mary K. Bush | Management | For | For | |||||||||
1c. | Election of Director: Gregory C. Case | Management | For | For | |||||||||
1d. | Election of Director: Candace H. Duncan | Management | For | For | |||||||||
1e. | Election of Director: Joseph F. Eazor | Management | For | For | |||||||||
1f. | Election of Director: Cynthia A. Glassman | Management | For | For | |||||||||
1g. | Election of Director: Roger C. Hochschild | Management | For | For | |||||||||
1h. | Election of Director: Thomas G. Maheras | Management | For | For | |||||||||
1i. | Election of Director: Michael H. Moskow | Management | For | For | |||||||||
1j. | Election of Director: Mark A. Thierer | Management | For | For | |||||||||
1k. | Election of Director: Lawrence A. Weinbach | Management | For | For | |||||||||
2. | Advisory vote to approve named executive officer compensation. | Management | For | For | |||||||||
3. | To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm | Management | For | For | |||||||||
4. | To amend the Company's Certificate of Incorporation to eliminate supermajority voting requirements. | Management | For | For | |||||||||
5. | To amend the Company's Certificate of Incorporation to grant shareholders the right to call special meetings. | Management | Abstain | Against | |||||||||
6. | Advisory vote on a shareholder proposal regarding the right of shareholders to call special meetings, if properly presented. | Shareholder | For | Against | |||||||||
HOST HOTELS & RESORTS, INC. | |||||||||||||
Security | 44107P104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | HST | Meeting Date | 16-May-2019 | ||||||||||
ISIN | US44107P1049 | Agenda | 934964861 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Mary L. Baglivo | Management | For | For | |||||||||
1b. | Election of Director: Sheila C. Bair | Management | For | For | |||||||||
1c. | Election of Director: Ann M. Korologos | Management | For | For | |||||||||
1d. | Election of Director: Richard E. Marriott | Management | For | For | |||||||||
1e. | Election of Director: Sandeep L. Mathrani | Management | For | For | |||||||||
1f. | Election of Director: John B. Morse, Jr. | Management | For | For | |||||||||
1g. | Election of Director: Mary Hogan Preusse | Management | For | For | |||||||||
1h. | Election of Director: Walter C. Rakowich | Management | For | For | |||||||||
1i. | Election of Director: James F. Risoleo | Management | For | For | |||||||||
1j. | Election of Director: Gordon H. Smith | Management | For | For | |||||||||
1k. | Election of Director: A. William Stein | Management | For | For | |||||||||
2. | Ratify appointment of KPMG LLP as independent registered public accountants for 2019. | Management | For | For | |||||||||
3. | Advisory resolution to approve executive compensation. | Management | For | For | |||||||||
INTEL CORPORATION | |||||||||||||
Security | 458140100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | INTC | Meeting Date | 16-May-2019 | ||||||||||
ISIN | US4581401001 | Agenda | 934963679 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Aneel Bhusri | Management | For | For | |||||||||
1b. | Election of Director: Andy D. Bryant | Management | For | For | |||||||||
1c. | Election of Director: Reed E. Hundt | Management | For | For | |||||||||
1d. | Election of Director: Omar Ishrak | Management | For | For | |||||||||
1e. | Election of Director: Risa Lavizzo-Mourey | Management | For | For | |||||||||
1f. | Election of Director: Tsu-Jae King Liu | Management | For | For | |||||||||
1g. | Election of Director: Gregory D. Smith | Management | For | For | |||||||||
1h. | Election of Director: Robert ("Bob") H. Swan | Management | For | For | |||||||||
1i. | Election of Director: Andrew Wilson | Management | For | For | |||||||||
1j. | Election of Director: Frank D. Yeary | Management | For | For | |||||||||
2. | Ratification of selection of Ernst & Young LLP as our independent registered public accounting firm for 2019 | Management | For | For | |||||||||
3. | Advisory vote to approve executive compensation of our listed officers | Management | Against | Against | |||||||||
4. | Approval of amendment and restatement of the 2006 Equity Incentive Plan | Management | For | For | |||||||||
5. | Stockholder proposal on whether to allow stockholders to act by written consent, if properly presented | Shareholder | Against | For | |||||||||
6. | Stockholder proposal requesting a report on the risks associated with emerging public policies addressing the gender pay gap, if properly presented | Shareholder | Against | For | |||||||||
7. | Stockholder proposal requesting an annual advisory vote on political contributions, if properly presented | Shareholder | Against | For | |||||||||
CDW CORP | |||||||||||||
Security | 12514G108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CDW | Meeting Date | 21-May-2019 | ||||||||||
ISIN | US12514G1085 | Agenda | 934966043 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Class III Director: Lynda M. Clarizio | Management | For | For | |||||||||
1b. | Election of Class III Director: Christine A. Leahy | Management | For | For | |||||||||
1c. | Election of Class III Director: Thomas E. Richards | Management | For | For | |||||||||
1d. | Election of Class III Director: Joseph R. Swedish | Management | For | For | |||||||||
2. | To approve, on an advisory basis, named executive officer compensation. | Management | For | For | |||||||||
3. | To ratify the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2019. | Management | For | For | |||||||||
ROYAL DUTCH SHELL PLC | |||||||||||||
Security | 780259206 | Meeting Type | Annual | ||||||||||
Ticker Symbol | RDSA | Meeting Date | 21-May-2019 | ||||||||||
ISIN | US7802592060 | Agenda | 935000416 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Receipt of Annual Report & Accounts | Management | For | For | |||||||||
2. | Approval of Directors' Remuneration Report | Management | For | For | |||||||||
3. | Appointment of Neil Carson as a Director of the Company | Management | For | For | |||||||||
4. | Reappointment of Director: Ben van Beurden | Management | For | For | |||||||||
5. | Reappointment of Director: Ann Godbehere | Management | For | For | |||||||||
6. | Reappointment of Director: Euleen Goh | Management | For | For | |||||||||
7. | Reappointment of Director: Charles O. Holliday | Management | For | For | |||||||||
8. | Reappointment of Director: Catherine Hughes | Management | For | For | |||||||||
9. | Reappointment of Director: Gerard Kleisterlee | Management | For | For | |||||||||
10. | Reappointment of Director: Roberto Setubal | Management | For | For | |||||||||
11. | Reappointment of Director: Sir Nigel Sheinwald | Management | For | For | |||||||||
12. | Reappointment of Director: Linda G. Stuntz | Management | For | For | |||||||||
13. | Reappointment of Director: Jessica Uhl | Management | For | For | |||||||||
14. | Reappointment of Director: Gerrit Zalm | Management | For | For | |||||||||
15. | Reappointment of Auditors | Management | For | For | |||||||||
16. | Remuneration of Auditors | Management | For | For | |||||||||
17. | Authority to allot shares | Management | For | For | |||||||||
18. | Disapplication of pre-emption rights (Special Resolution) | Management | For | For | |||||||||
19. | Adoption of new Articles of Association (Special Resolution) | Management | For | For | |||||||||
20. | Authority to purchase own shares (Special Resolution) | Management | For | For | |||||||||
21. | Authority to make certain donations and incur expenditure | Management | For | For | |||||||||
22. | Shareholder resolution (Special Resolution) | Shareholder | Against | For | |||||||||
REINSURANCE GROUP OF AMERICA, INC. | |||||||||||||
Security | 759351604 | Meeting Type | Annual | ||||||||||
Ticker Symbol | RGA | Meeting Date | 22-May-2019 | ||||||||||
ISIN | US7593516047 | Agenda | 934976133 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: Christine R. Detrick | Management | For | For | |||||||||
1B. | Election of Director: John J. Gauthier | Management | For | For | |||||||||
1C. | Election of Director: Alan C. Henderson | Management | For | For | |||||||||
1D. | Election of Director: Anna Manning | Management | For | For | |||||||||
1E. | Election of Director: Hazel M. McNeilage | Management | For | For | |||||||||
1F. | Election of Director: Steven C. Van Wyk | Management | For | For | |||||||||
2. | Advisory vote to approve named executive officer compensation. | Management | For | For | |||||||||
3. | Ratify the appointment of Deloitte & Touche LLP as the Company's independent auditor for the year ending December 31, 2019. | Management | For | For | |||||||||
LINCOLN NATIONAL CORPORATION | |||||||||||||
Security | 534187109 | Meeting Type | Annual | ||||||||||
Ticker Symbol | LNC | Meeting Date | 24-May-2019 | ||||||||||
ISIN | US5341871094 | Agenda | 934982617 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Deirdre P. Connelly | Management | For | For | |||||||||
1b. | Election of Director: William H. Cunningham | Management | For | For | |||||||||
1c. | Election of Director: Dennis R. Glass | Management | For | For | |||||||||
1d. | Election of Director: George W. Henderson, III | Management | For | For | |||||||||
1e. | Election of Director: Eric G. Johnson | Management | For | For | |||||||||
1f. | Election of Director: Gary C. Kelly | Management | For | For | |||||||||
1g. | Election of Director: M. Leanne Lachman | Management | For | For | |||||||||
1h. | Election of Director: Michael F. Mee | Management | For | For | |||||||||
1i. | Election of Director: Patrick S. Pittard | Management | For | For | |||||||||
1j. | Election of Director: Isaiah Tidwell | Management | For | For | |||||||||
1k. | Election of Director: Lynn M. Utter | Management | For | For | |||||||||
2. | The ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | The approval of an advisory resolution on the compensation of our named executive officers. | Management | For | For | |||||||||
4. | Shareholder proposal to amend our corporate governance documents to require an independent board chairman. | Shareholder | Against | For | |||||||||
5. | Shareholder proposal to amend our proxy access bylaws to remove the limitation on renomination of persons based on votes in a prior election. | Shareholder | Against | For | |||||||||
CHEVRON CORPORATION | |||||||||||||
Security | 166764100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CVX | Meeting Date | 29-May-2019 | ||||||||||
ISIN | US1667641005 | Agenda | 934993088 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: W. M. Austin | Management | For | For | |||||||||
1b. | Election of Director: J. B. Frank | Management | For | For | |||||||||
1c. | Election of Director: A. P. Gast | Management | For | For | |||||||||
1d. | Election of Director: E. Hernandez, Jr. | Management | For | For | |||||||||
1e. | Election of Director: C. W. Moorman IV | Management | For | For | |||||||||
1f. | Election of Director: D. F. Moyo | Management | For | For | |||||||||
1g. | Election of Director: D. Reed-Klages | Management | For | For | |||||||||
1h. | Election of Director: R. D. Sugar | Management | For | For | |||||||||
1i. | Election of Director: I. G. Thulin | Management | For | For | |||||||||
1j. | Election of Director: D. J. Umpleby III | Management | For | For | |||||||||
1k. | Election of Director: M. K. Wirth | Management | For | For | |||||||||
2. | Ratification of Appointment of PwC as Independent Registered Public Accounting Firm | Management | For | For | |||||||||
3. | Advisory Vote to Approve Named Executive Officer Compensation | Management | For | For | |||||||||
4. | Report on Human Right to Water | Shareholder | Against | For | |||||||||
5. | Report on Reducing Carbon Footprint | Shareholder | Against | For | |||||||||
6. | Create a Board Committee on Climate Change | Shareholder | Against | For | |||||||||
7. | Adopt Policy for an Independent Chairman | Shareholder | Against | For | |||||||||
8. | Set Special Meeting Threshold at 10% | Shareholder | Against | For | |||||||||
DOLLAR GENERAL CORPORATION | |||||||||||||
Security | 256677105 | Meeting Type | Annual | ||||||||||
Ticker Symbol | DG | Meeting Date | 29-May-2019 | ||||||||||
ISIN | US2566771059 | Agenda | 934975749 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Warren F. Bryant | Management | For | For | |||||||||
1b. | Election of Director: Michael M. Calbert | Management | For | For | |||||||||
1c. | Election of Director: Sandra B. Cochran | Management | For | For | |||||||||
1d. | Election of Director: Patricia D. Fili-Krushel | Management | For | For | |||||||||
1e. | Election of Director: Timothy I. McGuire | Management | For | For | |||||||||
1f. | Election of Director: William C. Rhodes, III | Management | For | For | |||||||||
1g. | Election of Director: Ralph E. Santana | Management | For | For | |||||||||
1h. | Election of Director: Todd J. Vasos | Management | For | For | |||||||||
2. | To approve, on an advisory (non-binding) basis, the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement. | Management | For | For | |||||||||
3. | To ratify the appointment of Ernst & Young LLP as Dollar General Corporation's independent registered public accounting firm for fiscal 2019. | Management | For | For | |||||||||
PRA HEALTH SCIENCES, INC. | |||||||||||||
Security | 69354M108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PRAH | Meeting Date | 03-Jun-2019 | ||||||||||
ISIN | US69354M1080 | Agenda | 934995448 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Jeffrey T. Barber | For | For | ||||||||||
2 | Linda S. Grais, M.D. | For | For | ||||||||||
2. | To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | Approval, in a non-binding advisory vote, of the compensation paid to the Company's named executive officers. | Management | For | For | |||||||||
UNITEDHEALTH GROUP INCORPORATED | |||||||||||||
Security | 91324P102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | UNH | Meeting Date | 03-Jun-2019 | ||||||||||
ISIN | US91324P1021 | Agenda | 934998963 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: William C. Ballard, Jr. | Management | For | For | |||||||||
1b. | Election of Director: Richard T. Burke | Management | For | For | |||||||||
1c. | Election of Director: Timothy P. Flynn | Management | For | For | |||||||||
1d. | Election of Director: Stephen J. Hemsley | Management | For | For | |||||||||
1e. | Election of Director: Michele J. Hooper | Management | For | For | |||||||||
1f. | Election of Director: F. William McNabb III | Management | For | For | |||||||||
1g. | Election of Director: Valerie C. Montgomery Rice, M.D. | Management | For | For | |||||||||
1h. | Election of Director: John H. Noseworthy, M.D. | Management | For | For | |||||||||
1i. | Election of Director: Glenn M. Renwick | Management | For | For | |||||||||
1j. | Election of Director: David S. Wichmann | Management | For | For | |||||||||
1k. | Election of Director: Gail R. Wilensky, Ph.D. | Management | For | For | |||||||||
2. | Advisory approval of the Company's executive compensation. | Management | For | For | |||||||||
3. | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2019. | Management | For | For | |||||||||
4. | The shareholder proposal set forth in the proxy statement requesting an amendment to the proxy access bylaw, if properly presented at the 2019 Annual Meeting of Shareholders. | Shareholder | Against | For | |||||||||
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | |||||||||||||
Security | 192446102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CTSH | Meeting Date | 04-Jun-2019 | ||||||||||
ISIN | US1924461023 | Agenda | 934997214 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of director to serve until the 2020 annual meeting: Zein Abdalla | Management | For | For | |||||||||
1b. | Election of director to serve until the 2020 annual meeting: Maureen Breakiron-Evans | Management | For | For | |||||||||
1c. | Election of director to serve until the 2020 annual meeting: Jonathan Chadwick | Management | For | For | |||||||||
1d. | Election of director to serve until the 2020 annual meeting: John M. Dineen | Management | For | For | |||||||||
1e. | Election of director to serve until the 2020 annual meeting: Francisco D'Souza | Management | For | For | |||||||||
1f. | Election of director to serve until the 2020 annual meeting: John N. Fox, Jr. | Management | For | For | |||||||||
1g. | Election of director to serve until the 2020 annual meeting: Brian Humphries | Management | For | For | |||||||||
1h. | Election of director to serve until the 2020 annual meeting: John E. Klein | Management | For | For | |||||||||
1i. | Election of director to serve until the 2020 annual meeting: Leo S. Mackay, Jr. | Management | For | For | |||||||||
1j. | Election of director to serve until the 2020 annual meeting: Michael Patsalos-Fox | Management | For | For | |||||||||
1k. | Election of director to serve until the 2020 annual meeting: Joseph M. Velli | Management | For | For | |||||||||
2. | Approve, on an advisory (non-binding) basis, the compensation of the company's named executive officers. | Management | For | For | |||||||||
3. | Ratify the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for the year ending December 31, 2019. | Management | For | For | |||||||||
4. | Shareholder proposal requesting that the company provide a report disclosing its political spending and related company policies. | Shareholder | Against | For | |||||||||
5. | Shareholder proposal requesting that the board of directors adopt a policy and amend the company's governing documents to require that the chairman of the board be an independent director. | Shareholder | Against | For | |||||||||
COMCAST CORPORATION | |||||||||||||
Security | 20030N101 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CMCSA | Meeting Date | 05-Jun-2019 | ||||||||||
ISIN | US20030N1019 | Agenda | 935008284 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Kenneth J. Bacon | For | For | ||||||||||
2 | Madeline S. Bell | For | For | ||||||||||
3 | Sheldon M. Bonovitz | For | For | ||||||||||
4 | Edward D. Breen | For | For | ||||||||||
5 | Gerald L. Hassell | For | For | ||||||||||
6 | Jeffrey A. Honickman | For | For | ||||||||||
7 | Maritza G. Montiel | For | For | ||||||||||
8 | Asuka Nakahara | For | For | ||||||||||
9 | David C. Novak | For | For | ||||||||||
10 | Brian L. Roberts | For | For | ||||||||||
2. | Ratification of the appointment of our independent auditors | Management | For | For | |||||||||
3. | Approval of Comcast Corporation 2019 Omnibus Sharesave Plan | Management | For | For | |||||||||
4. | Advisory vote on executive compensation | Management | For | For | |||||||||
5. | To require an independent board chairman | Shareholder | Against | For | |||||||||
6. | To provide a lobbying report | Shareholder | Against | For | |||||||||
AMC NETWORKS INC | |||||||||||||
Security | 00164V103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | AMCX | Meeting Date | 12-Jun-2019 | ||||||||||
ISIN | US00164V1035 | Agenda | 935016065 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Frank J. Biondi, Jr. | For | For | ||||||||||
2 | Jonathan F. Miller | For | For | ||||||||||
3 | Leonard Tow | For | For | ||||||||||
4 | David E. Van Zandt | For | For | ||||||||||
5 | Carl E. Vogel | For | For | ||||||||||
2. | Ratification of the appointment of KPMG LLP as independent registered public accounting firm of the Company for fiscal year 2019 | Management | For | For | |||||||||
BIOGEN INC. | |||||||||||||
Security | 09062X103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | BIIB | Meeting Date | 19-Jun-2019 | ||||||||||
ISIN | US09062X1037 | Agenda | 935015556 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: John R. Chiminski | Management | For | For | |||||||||
1b. | Election of Director: Alexander J. Denner | Management | For | For | |||||||||
1c. | Election of Director: Caroline D. Dorsa | Management | For | For | |||||||||
1d. | Election of Director: William A. Hawkins | Management | For | For | |||||||||
1e. | Election of Director: Nancy L. Leaming | Management | For | For | |||||||||
1f. | Election of Director: Jesus B. Mantas | Management | For | For | |||||||||
1g. | Election of Director: Richard C. Mulligan | Management | For | For | |||||||||
1h. | Election of Director: Robert W. Pangia | Management | For | For | |||||||||
1i. | Election of Director: Stelios Papadopoulos | Management | For | For | |||||||||
1j. | Election of Director: Brian S. Posner | Management | For | For | |||||||||
1k. | Election of Director: Eric K. Rowinsky | Management | For | For | |||||||||
1l. | Election of Director: Lynn Schenk | Management | For | For | |||||||||
1m. | Election of Director: Stephen A. Sherwin | Management | For | For | |||||||||
1n. | Election of Director: Michel Vounatsos | Management | For | For | |||||||||
2. | To ratify the selection of PricewaterhouseCoopers LLP as Biogen Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||||
3. | Say on Pay - To approve an advisory vote on executive compensation. | Management | For | For |
Meritage Yield-Focus Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Investment Company Report
INFOSYS LIMITED | |||||||||||||
Security | 456788108 | Meeting Type | Special | ||||||||||
Ticker Symbol | INFY | Meeting Date | 22-Aug-2018 | ||||||||||
ISIN | US4567881085 | Agenda | 934864895 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Increase in authorized share capital to enable issue of bonus shares | Management | For | For | |||||||||
2. | Alteration of Clause V of Memorandum of Association | Management | For | For | |||||||||
3. | Approval for the issue of bonus shares | Management | For | For | |||||||||
4. | Appointment of Michael Gibbs as an Independent Director | Management | For | For | |||||||||
GENERAL MILLS, INC. | |||||||||||||
Security | 370334104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | GIS | Meeting Date | 25-Sep-2018 | ||||||||||
ISIN | US3703341046 | Agenda | 934864960 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a) | Election of Director: Alicia Boler Davis | Management | For | For | |||||||||
1b) | Election of Director: R. Kerry Clark | Management | For | For | |||||||||
1c) | Election of Director: David M. Cordani | Management | For | For | |||||||||
1d) | Election of Director: Roger W. Ferguson Jr. | Management | For | For | |||||||||
1e) | Election of Director: Jeffrey L. Harmening | Management | For | For | |||||||||
1f) | Election of Director: Maria G. Henry | Management | For | For | |||||||||
1g) | Election of Director: Heidi G. Miller | Management | For | For | |||||||||
1h) | Election of Director: Steve Odland | Management | For | For | |||||||||
1i) | Election of Director: Maria A. Sastre | Management | For | For | |||||||||
1j) | Election of Director: Eric D. Sprunk | Management | For | For | |||||||||
1k) | Election of Director: Jorge A. Uribe | Management | For | For | |||||||||
2. | Advisory Vote on Executive Compensation. | Management | For | For | |||||||||
3. | Ratify Appointment of the Independent Registered Public Accounting Firm. | Management | For | For | |||||||||
4. | Shareholder Proposal for Report on Pesticide Use in Our Supply Chain and its Impacts on Pollinators. | Shareholder | Against | For | |||||||||
SOLAR CAPITAL LTD | |||||||||||||
Security | 83413U100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | SLRC | Meeting Date | 11-Oct-2018 | ||||||||||
ISIN | US83413U1007 | Agenda | 934871066 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Michael S. Gross | For | For | ||||||||||
2 | Leonard A. Potter | For | For | ||||||||||
2. | To approve a proposal to authorize Solar Capital Ltd. to sell shares of its common stock at a price or prices below Solar Capital Ltd.'s then current net asset value per share in one or more offerings, in each case subject to the approval of its board of directors and compliance with the conditions set forth in the proxy statement (including, without limitation, that the number of shares issued does not exceed 25% of Solar Capital Ltd.'s then outstanding common stock immediately prior to each such offering). | Management | For | For | |||||||||
3. | To approve of Solar Capital Ltd. immediately becoming subject to a minimum asset coverage ratio of at least 150%, permitting Solar Capital Ltd. to double its amount of debt incurrence earlier than the current effective date of August 2, 2019, pursuant to the Small Business Credit Availability Act | Management | Against | Against | |||||||||
UNILEVER PLC | |||||||||||||
Security | 904767704 | Meeting Type | Special | ||||||||||
Ticker Symbol | UL | Meeting Date | 26-Oct-2018 | ||||||||||
ISIN | US9047677045 | Agenda | 934876915 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
C1. | To approve the Scheme. | Management | For | For | |||||||||
E1. | To vote For or Against the Special Resolution | Management | For | For | |||||||||
IMPERIAL BRANDS PLC | |||||||||||||
Security | 45262P102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | IMBBY | Meeting Date | 06-Feb-2019 | ||||||||||
ISIN | US45262P1021 | Agenda | 934918206 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | THAT the Annual Report and Accounts for the financial year ended 30 September 2018 be received. | Management | For | For | |||||||||
2. | THAT the Directors' Remuneration Report (excluding the Directors' Remuneration Policy) set out on pages 56 to 75 of the Annual Report and Accounts for the financial year ended 30 September 2018, be approved. | Management | For | For | |||||||||
3. | THAT a final dividend for the financial year ended 30 September 2018 of 65.46 pence per ordinary share of 10 pence payable on 29 March 2019 to those shareholders on the register at the close of business on 22 February 2019 be declared. | Management | For | For | |||||||||
4. | THAT Susan Clark be elected as a Director of the Company. | Management | For | For | |||||||||
5. | THAT Alison Cooper be re-elected as a Director of the Company. | Management | For | For | |||||||||
6. | THAT Therese Esperdy be re-elected as a Director of the Company. | Management | For | For | |||||||||
7. | THAT Simon Langelier be re-elected as a Director of the Company. | Management | For | For | |||||||||
8. | THAT Matthew Phillips be re-elected as a Director of the Company. | Management | For | For | |||||||||
9. | THAT Steven Stanbrook be re-elected as a Director of the Company. | Management | For | For | |||||||||
10. | THAT Oliver Tant be re-elected as a Director of the Company. | Management | For | For | |||||||||
11. | THAT Mark Williamson be re-elected as a Director of the Company. | Management | For | For | |||||||||
12. | THAT Karen Witts be re-elected as a Director of the Company. | Management | For | For | |||||||||
13. | THAT Malcolm Wyman be re-elected as a Director of the Company. | Management | For | For | |||||||||
14. | THAT PricewaterhouseCoopers LLP be reappointed as auditor of the Company to hold office until the conclusion of the next general meeting at which accounts are laid before the Company. | Management | For | For | |||||||||
15. | THAT the Audit Committee (for and on behalf of the Board) be authorised to set the remuneration of the auditor. | Management | For | For | |||||||||
16. | To consider and, if thought fit, pass resolution 16 as ordinary resolution as set forth in the Company's Notice of Meeting. | Management | For | For | |||||||||
17. | To consider and, if thought fit, pass resolution 17 as ordinary resolution as set forth in the Company's Notice of Meeting. | Management | For | For | |||||||||
18. | To consider and, if thought fit, pass resolution 18 as special resolution as set forth in the Company's Notice of Meeting. | Management | For | For | |||||||||
19. | To consider and, if thought fit, pass resolution 19 as special resolution as set forth in the Company's Notice of Meeting. | Management | For | For | |||||||||
20. | To consider and, if thought fit, pass resolution 20 as special resolution as set forth in the Company's Notice of Meeting. | Management | For | For | |||||||||
INFOSYS LIMITED | |||||||||||||
Security | 456788108 | Meeting Type | Special | ||||||||||
Ticker Symbol | INFY | Meeting Date | 12-Mar-2019 | ||||||||||
ISIN | US4567881085 | Agenda | 934928168 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Approval for the Buyback of Equity Shares of the Company. | Management | For | For | |||||||||
2. | Re-appointment of Kiran Mazumdar-Shaw as an Independent Director. | Management | For | For | |||||||||
BRISTOL-MYERS SQUIBB COMPANY | |||||||||||||
Security | 110122108 | Meeting Type | Contested-Special | ||||||||||
Ticker Symbol | BMY | Meeting Date | 12-Apr-2019 | ||||||||||
ISIN | US1101221083 | Agenda | 934932751 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Stock Issuance Proposal: To approve the issuance of shares of Bristol-Myers Squibb Company common stock to stockholders of Celgene Corporation in the merger between Celgene Corporation and Burgundy Merger Sub, Inc., a wholly-owned subsidiary of Bristol-Myers Squibb Company, pursuant to the terms and conditions of the Agreement and Plan of Merger, dated as of January 2, 2019, as it may be amended from time to time, among Bristol-Myers Squibb Company, Burgundy Merger Sub, Inc. and Celgene Corporation. | Management | For | For | |||||||||
2. | Adjournment Proposal: To approve the adjournment from time to time of the special meeting of the stockholders of Bristol- Myers Squibb Company if necessary to solicit additional proxies if there are not sufficient votes at the time of the special meeting, or any adjournment or postponement thereof, to approve the Stock Issuance Proposal. | Management | For | For | |||||||||
BRISTOL-MYERS SQUIBB COMPANY | |||||||||||||
Security | 110122108 | Meeting Type | Contested-Special | ||||||||||
Ticker Symbol | BMY | Meeting Date | 12-Apr-2019 | ||||||||||
ISIN | US1101221083 | Agenda | 934939654 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Stock Issuance Proposal: To approve the issuance of shares of Bristol-Myers Squibb Company common stock to stockholders of Celgene Corporation in the merger between Celgene Corporation and Burgundy Merger Sub, Inc., a wholly-owned subsidiary of Bristol-Myers Squibb Company, pursuant to the terms and conditions of the Agreement and Plan of Merger, dated as of January 2, 2019, as it may be amended from time to time, among Bristol-Myers Squibb Company, Burgundy Merger Sub, Inc. and Celgene Corporation. | Management | For | For | |||||||||
2. | Adjournment Proposal: To approve the adjournment from time to time of the special meeting of the stockholders of Bristol- Myers Squibb Company if necessary to solicit additional proxies if there are not sufficient votes at the time of the special meeting, or any adjournment or postponement thereof, to approve the Stock Issuance Proposal. | Management | For | For | |||||||||
BRISTOL-MYERS SQUIBB COMPANY | |||||||||||||
Security | 110122108 | Meeting Type | Contested-Special | ||||||||||
Ticker Symbol | BMY | Meeting Date | 12-Apr-2019 | ||||||||||
ISIN | US1101221083 | Agenda | 934942726 - Opposition | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | The Company's proposal to approve the issuance of shares of the Company's common stock pursuant to the Agreement and Plan of Merger, dated as of January 2, 2019, as it may be amended from time to time, among the Company, Burgundy Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of the Company, and Celgene corporation, a Delaware corporation (the "Stock Issuance Proposal"). | Management | |||||||||||
2. | The Company's proposal to approve an adjournment of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve the Stock Issuance proposal. | Management | |||||||||||
CITIGROUP INC. | |||||||||||||
Security | 172967424 | Meeting Type | Annual | ||||||||||
Ticker Symbol | C | Meeting Date | 16-Apr-2019 | ||||||||||
ISIN | US1729674242 | Agenda | 934935808 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Michael L. Corbat | Management | For | For | |||||||||
1b. | Election of Director: Ellen M. Costello | Management | For | For | |||||||||
1c. | Election of Director: Barbara J. Desoer | Management | For | For | |||||||||
1d. | Election of Director: John C. Dugan | Management | For | For | |||||||||
1e. | Election of Director: Duncan P. Hennes | Management | For | For | |||||||||
1f. | Election of Director: Peter B. Henry | Management | For | For | |||||||||
1g. | Election of Director: S. Leslie Ireland | Management | For | For | |||||||||
1h. | Election of Director: Lew W. (Jay) Jacobs, IV | Management | For | For | |||||||||
1i. | Election of Director: Renee J. James | Management | For | For | |||||||||
1j. | Election of Director: Eugene M. McQuade | Management | For | For | |||||||||
1k. | Election of Director: Gary M. Reiner | Management | For | For | |||||||||
1l. | Election of Director: Diana L. Taylor | Management | For | For | |||||||||
1m. | Election of Director: James S. Turley | Management | For | For | |||||||||
1n. | Election of Director: Deborah C. Wright | Management | For | For | |||||||||
1o. | Election of Director: Ernesto Zedillo Ponce de Leon | Management | For | For | |||||||||
2. | Proposal to ratify the selection of KPMG LLP as Citi's independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | Advisory vote to approve Citi's 2018 executive compensation. | Management | For | For | |||||||||
4. | Approval of the Citigroup 2019 Stock Incentive Plan. | Management | For | For | |||||||||
5. | Shareholder proposal requesting Shareholder Proxy Access Enhancement to Citi's proxy access bylaw provisions. | Shareholder | Against | For | |||||||||
6. | Shareholder proposal requesting that the Board adopt a policy prohibiting the vesting of equity-based awards for senior executives due to a voluntary resignation to enter government service. | Shareholder | Against | For | |||||||||
7. | Shareholder proposal requesting that the Board amend Citi's bylaws to give holders in the aggregate of 15% of Citi's outstanding common stock the power to call a special meeting. | Shareholder | Against | For | |||||||||
PUBLIC SERVICE ENTERPRISE GROUP INC. | |||||||||||||
Security | 744573106 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PEG | Meeting Date | 16-Apr-2019 | ||||||||||
ISIN | US7445731067 | Agenda | 934944427 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Willie A. Deese | Management | For | For | |||||||||
1b. | Election of Director: William V. Hickey | Management | For | For | |||||||||
1c. | Election of Director: Ralph Izzo | Management | For | For | |||||||||
1d. | Election of Director: Shirley Ann Jackson | Management | For | For | |||||||||
1e. | Election of Director: David Lilley | Management | For | For | |||||||||
1f. | Election of Director: Barry H. Ostrowsky | Management | For | For | |||||||||
1g. | Election of Director: Laura A. Sugg | Management | For | For | |||||||||
1h. | Election of Director: Richard J. Swift | Management | For | For | |||||||||
1i. | Election of Director: Susan Tomasky | Management | For | For | |||||||||
1j. | Election of Director: Alfred W. Zollar | Management | For | For | |||||||||
2. | Advisory vote on the approval of executive compensation. | Management | For | For | |||||||||
3. | Ratification of the appointment of Deloitte & Touche LLP as Independent Auditor for the year 2019. | Management | For | For | |||||||||
LAZARD LTD | |||||||||||||
Security | G54050102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | LAZ | Meeting Date | 23-Apr-2019 | ||||||||||
ISIN | BMG540501027 | Agenda | 934957513 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Richard N. Haass | For | For | ||||||||||
2 | Jane L. Mendillo | For | For | ||||||||||
3 | Richard D. Parsons | For | For | ||||||||||
2. | Non-binding advisory vote regarding executive compensation. | Management | For | For | |||||||||
3. | Ratification of appointment of Deloitte & Touche LLP as Lazard Ltd's independent registered public accounting firm for 2019 and authorization of the Board of Directors, acting by its Audit Committee, to set their remuneration. | Management | For | For | |||||||||
SUNTRUST BANKS, INC. | |||||||||||||
Security | 867914103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | STI | Meeting Date | 23-Apr-2019 | ||||||||||
ISIN | US8679141031 | Agenda | 934933638 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A | Election of Director: Agnes Bundy Scanlan | Management | For | For | |||||||||
1B | Election of Director: Dallas S. Clement | Management | For | For | |||||||||
1C | Election of Director: Paul D. Donahue | Management | For | For | |||||||||
1D | Election of Director: Paul R. Garcia | Management | For | For | |||||||||
1E | Election of Director: Donna S. Morea | Management | For | For | |||||||||
1F | Election of Director: David M. Ratcliffe | Management | For | For | |||||||||
1G | Election of Director: William H. Rogers, Jr. | Management | For | For | |||||||||
1H | Election of Director: Frank P. Scruggs, Jr. | Management | For | For | |||||||||
1I | Election of Director: Bruce L. Tanner | Management | For | For | |||||||||
1J | Election of Director: Steven C. Voorhees | Management | For | For | |||||||||
2 | To approve, on an advisory basis, the Company's executive compensation. | Management | For | For | |||||||||
3 | To ratify the appointment of Ernst & Young LLP as our independent auditor for 2019. | Management | For | For | |||||||||
WELLS FARGO & COMPANY | |||||||||||||
Security | 949746101 | Meeting Type | Annual | ||||||||||
Ticker Symbol | WFC | Meeting Date | 23-Apr-2019 | ||||||||||
ISIN | US9497461015 | Agenda | 934941584 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: John D. Baker II | Management | For | For | |||||||||
1b. | Election of Director: Celeste A. Clark | Management | For | For | |||||||||
1c. | Election of Director: Theodore F. Craver, Jr. | Management | For | For | |||||||||
1d. | Election of Director: Elizabeth A. Duke | Management | For | For | |||||||||
1e. | Election of Director: Wayne M. Hewett | Management | For | For | |||||||||
1f. | Election of Director: Donald M. James | Management | For | For | |||||||||
1g. | Election of Director: Maria R. Morris | Management | For | For | |||||||||
1h. | Election of Director: Juan A. Pujadas | Management | For | For | |||||||||
1i. | Election of Director: James H. Quigley | Management | For | For | |||||||||
1j. | Election of Director: Ronald L. Sargent | Management | For | For | |||||||||
1k. | Election of Director: C. Allen Parker | Management | For | For | |||||||||
1l. | Election of Director: Suzanne M. Vautrinot | Management | For | For | |||||||||
2. | Advisory resolution to approve executive compensation. | Management | For | For | |||||||||
3. | Approve the Company's Amended and Restated Long- Term Incentive Compensation Plan. | Management | For | For | |||||||||
4. | Ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2019. | Management | For | For | |||||||||
5. | Shareholder Proposal - Report on Incentive-Based Compensation and Risks of Material Losses. | Shareholder | Against | For | |||||||||
6. | Shareholder Proposal - Report on Global Median Gender Pay Gap. | Shareholder | Against | For | |||||||||
PUBLIC STORAGE | |||||||||||||
Security | 74460D109 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PSA | Meeting Date | 24-Apr-2019 | ||||||||||
ISIN | US74460D1090 | Agenda | 934940708 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Trustee: Ronald L. Havner, Jr. | Management | For | For | |||||||||
1B. | Election of Trustee: Tamara Hughes Gustavson | Management | For | For | |||||||||
1C. | Election of Trustee: Uri P. Harkham | Management | For | For | |||||||||
1D. | Election of Trustee: Leslie S. Heisz | Management | For | For | |||||||||
1E. | Election of Trustee: B. Wayne Hughes, Jr. | Management | For | For | |||||||||
1F. | Election of Trustee: Avedick B. Poladian | Management | For | For | |||||||||
1G. | Election of Trustee: Gary E. Pruitt | Management | For | For | |||||||||
1H. | Election of Trustee: John Reyes | Management | For | For | |||||||||
1I. | Election of Trustee: Joseph D. Russell, Jr. | Management | For | For | |||||||||
1J. | Election of Trustee: Ronald P. Spogli | Management | For | For | |||||||||
1K. | Election of Trustee: Daniel C. Staton | Management | For | For | |||||||||
2. | Advisory vote to approve executive compensation. | Management | For | For | |||||||||
3. | Ratification of appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | For | For | |||||||||
CENTERPOINT ENERGY, INC. | |||||||||||||
Security | 15189T107 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CNP | Meeting Date | 25-Apr-2019 | ||||||||||
ISIN | US15189T1079 | Agenda | 934941685 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Leslie D. Biddle | Management | For | For | |||||||||
1b. | Election of Director: Milton Carroll | Management | For | For | |||||||||
1c. | Election of Director: Scott J. McLean | Management | For | For | |||||||||
1d. | Election of Director: Martin H. Nesbitt | Management | For | For | |||||||||
1e. | Election of Director: Theodore F. Pound | Management | For | For | |||||||||
1f. | Election of Director: Scott M. Prochazka | Management | For | For | |||||||||
1g. | Election of Director: Susan O. Rheney | Management | For | For | |||||||||
1h. | Election of Director: Phillip R. Smith | Management | For | For | |||||||||
1i. | Election of Director: John W. Somerhalder II | Management | For | For | |||||||||
1j. | Election of Director: Peter S. Wareing | Management | For | For | |||||||||
2. | Ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | Approve the advisory resolution on executive compensation. | Management | For | For | |||||||||
PFIZER INC. | |||||||||||||
Security | 717081103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PFE | Meeting Date | 25-Apr-2019 | ||||||||||
ISIN | US7170811035 | Agenda | 934942043 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Ronald E. Blaylock | Management | For | For | |||||||||
1b. | Election of Director: Albert Bourla | Management | For | For | |||||||||
1c. | Election of Director: W. Don Cornwell | Management | For | For | |||||||||
1d. | Election of Director: Joseph J. Echevarria | Management | For | For | |||||||||
1e. | Election of Director: Helen H. Hobbs | Management | For | For | |||||||||
1f. | Election of Director: James M. Kilts | Management | For | For | |||||||||
1g. | Election of Director: Dan R. Littman | Management | For | For | |||||||||
1h. | Election of Director: Shantanu Narayen | Management | For | For | |||||||||
1i. | Election of Director: Suzanne Nora Johnson | Management | For | For | |||||||||
1j. | Election of Director: Ian C. Read | Management | For | For | |||||||||
1k. | Election of Director: James C. Smith | Management | For | For | |||||||||
2. | Ratify the selection of KPMG LLP as independent registered public accounting firm for 2019 | Management | For | For | |||||||||
3. | 2019 Advisory approval of executive compensation | Management | For | For | |||||||||
4. | Approval of the Pfizer Inc. 2019 Stock Plan | Management | For | For | |||||||||
5. | Shareholder proposal regarding right to act by written consent | Shareholder | Against | For | |||||||||
6. | Shareholder proposal regarding report on lobbying activities | Shareholder | Against | For | |||||||||
7. | Shareholder proposal regarding independent chair policy | Shareholder | Against | For | |||||||||
8. | Shareholder proposal regarding integrating drug pricing into executive compensation policies and programs | Shareholder | Against | For | |||||||||
AT&T INC. | |||||||||||||
Security | 00206R102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | T | Meeting Date | 26-Apr-2019 | ||||||||||
ISIN | US00206R1023 | Agenda | 934938082 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Randall L. Stephenson | Management | For | For | |||||||||
1b. | Election of Director: Samuel A. Di Piazza, Jr. | Management | For | For | |||||||||
1c. | Election of Director: Richard W. Fisher | Management | For | For | |||||||||
1d. | Election of Director: Scott T. Ford | Management | For | For | |||||||||
1e. | Election of Director: Glenn H. Hutchins | Management | For | For | |||||||||
1f. | Election of Director: William E. Kennard | Management | For | For | |||||||||
1g. | Election of Director: Michael B. McCallister | Management | For | For | |||||||||
1h. | Election of Director: Beth E. Mooney | Management | For | For | |||||||||
1i. | Election of Director: Matthew K. Rose | Management | For | For | |||||||||
1j. | Election of Director: Cynthia B. Taylor | Management | For | For | |||||||||
1k. | Election of Director: Laura D'Andrea Tyson | Management | For | For | |||||||||
1l. | Election of Director: Geoffrey Y. Yang | Management | For | For | |||||||||
2. | Ratification of appointment of independent auditors. | Management | For | For | |||||||||
3. | Advisory approval of executive compensation. | Management | For | For | |||||||||
4. | Independent Chair. | Shareholder | Against | For | |||||||||
INTERNATIONAL BUSINESS MACHINES CORP. | |||||||||||||
Security | 459200101 | Meeting Type | Annual | ||||||||||
Ticker Symbol | IBM | Meeting Date | 30-Apr-2019 | ||||||||||
ISIN | US4592001014 | Agenda | 934941849 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director for a Term of One Year: M. L. Eskew | Management | For | For | |||||||||
1b. | Election of Director for a Term of One Year: D. N. Farr | Management | For | For | |||||||||
1c. | Election of Director for a Term of One Year: A. Gorsky | Management | For | For | |||||||||
1d. | Election of Director for a Term of One Year: M. Howard | Management | For | For | |||||||||
1e. | Election of Director for a Term of One Year: S. A. Jackson | Management | For | For | |||||||||
1f. | Election of Director for a Term of One Year: A. N. Liveris | Management | For | For | |||||||||
1g. | Election of Director for a Term of One Year: M. E. Pollack | Management | For | For | |||||||||
1h. | Election of Director for a Term of One Year: V. M. Rometty | Management | For | For | |||||||||
1i. | Election of Director for a Term of One Year: J. R. Swedish | Management | For | For | |||||||||
1j. | Election of Director for a Term of One Year: S. Taurel | Management | For | For | |||||||||
1k. | Election of Director for a Term of One Year: P. R. Voser | Management | For | For | |||||||||
1l. | Election of Director for a Term of One Year: F. H. Waddell | Management | For | For | |||||||||
2. | Ratification of Appointment of Independent Registered Public Accounting Firm. | Management | For | For | |||||||||
3. | Advisory Vote on Executive Compensation. | Management | For | For | |||||||||
4. | Approval of Long-Term Incentive Performance Terms for Certain Executives for Awards Eligible for Transitional Relief Pursuant to Section 162(m) of the Internal Revenue Code | Management | For | For | |||||||||
5. | Stockholder Proposal on the Right to Act by Written Consent. | Shareholder | For | Against | |||||||||
6. | Stockholder Proposal to Have an Independent Board Chairman | Shareholder | Against | For | |||||||||
VALERO ENERGY CORPORATION | |||||||||||||
Security | 91913Y100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | VLO | Meeting Date | 30-Apr-2019 | ||||||||||
ISIN | US91913Y1001 | Agenda | 934945948 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: H. Paulett Eberhart | Management | For | For | |||||||||
1B. | Election of Director: Joseph W. Gorder | Management | For | For | |||||||||
1C. | Election of Director: Kimberly S. Greene | Management | For | For | |||||||||
1D. | Election of Director: Deborah P. Majoras | Management | For | For | |||||||||
1E. | Election of Director: Donald L. Nickles | Management | For | For | |||||||||
1F. | Election of Director: Philip J. Pfeiffer | Management | For | For | |||||||||
1G. | Election of Director: Robert A. Profusek | Management | For | For | |||||||||
1H. | Election of Director: Stephen M. Waters | Management | For | For | |||||||||
1I. | Election of Director: Randall J. Weisenburger | Management | For | For | |||||||||
1J. | Election of Director: Rayford Wilkins, Jr. | Management | For | For | |||||||||
2. | Ratify the appointment of KPMG LLP as Valero's independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | Approve, by non-binding vote, the 2018 compensation of our named executive officers. | Management | For | For | |||||||||
ARCHER-DANIELS-MIDLAND COMPANY | |||||||||||||
Security | 039483102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ADM | Meeting Date | 01-May-2019 | ||||||||||
ISIN | US0394831020 | Agenda | 934954252 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: A.L. Boeckmann | Management | For | For | |||||||||
1b. | Election of Director: M.S. Burke | Management | For | For | |||||||||
1c. | Election of Director: T.K. Crews | Management | For | For | |||||||||
1d. | Election of Director: P. Dufour | Management | For | For | |||||||||
1e. | Election of Director: D.E. Felsinger | Management | For | For | |||||||||
1f. | Election of Director: S.F. Harrison | Management | For | For | |||||||||
1g. | Election of Director: J.R. Luciano | Management | For | For | |||||||||
1h. | Election of Director: P.J. Moore | Management | For | For | |||||||||
1i. | Election of Director: F.J. Sanchez | Management | For | For | |||||||||
1j. | Election of Director: D.A. Sandler | Management | For | For | |||||||||
1k. | Election of Director: L.Z. Schlitz | Management | For | For | |||||||||
1l. | Election of Director: K.R. Westbrook | Management | For | For | |||||||||
2. | Ratify the appointment of Ernst & Young LLP as independent auditors for the year ending December 31, 2019. | Management | For | For | |||||||||
3. | Advisory Vote on Executive Compensation. | Management | Against | Against | |||||||||
KIMBERLY-CLARK CORPORATION | |||||||||||||
Security | 494368103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | KMB | Meeting Date | 02-May-2019 | ||||||||||
ISIN | US4943681035 | Agenda | 934939298 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Abelardo E. Bru | Management | For | For | |||||||||
1b. | Election of Director: Robert W. Decherd | Management | For | For | |||||||||
1c. | Election of Director: Thomas J. Falk | Management | For | For | |||||||||
1d. | Election of Director: Fabian T. Garcia | Management | For | For | |||||||||
1e. | Election of Director: Michael D. Hsu | Management | For | For | |||||||||
1f. | Election of Director: Mae C. Jemison, M.D. | Management | For | For | |||||||||
1g. | Election of Director: Nancy J. Karch | Management | For | For | |||||||||
1h. | Election of Director: S. Todd Maclin | Management | For | For | |||||||||
1i. | Election of Director: Sherilyn S. McCoy | Management | For | For | |||||||||
1j. | Election of Director: Christa S. Quarles | Management | For | For | |||||||||
1k. | Election of Director: Ian C. Read | Management | For | For | |||||||||
1l. | Election of Director: Marc J. Shapiro | Management | For | For | |||||||||
1m. | Election of Director: Dunia A. Shive | Management | For | For | |||||||||
1n. | Election of Director: Michael D. White | Management | For | For | |||||||||
2. | Ratification of Auditor | Management | For | For | |||||||||
3. | Advisory Vote to Approve Named Executive Officer Compensation | Management | For | For | |||||||||
UNILEVER PLC | |||||||||||||
Security | 904767704 | Meeting Type | Annual | ||||||||||
Ticker Symbol | UL | Meeting Date | 02-May-2019 | ||||||||||
ISIN | US9047677045 | Agenda | 934954846 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | To receive the Report and Accounts for the year ended 31 December 2018 | Management | For | For | |||||||||
2. | To approve the Directors' Remuneration Report | Management | For | For | |||||||||
3. | To re-elect Mr N S Andersen as a Non-Executive Director | Management | For | For | |||||||||
4. | To re-elect Mrs L M Cha as a Non-Executive Director | Management | For | For | |||||||||
5. | To re-elect Mr V Colao as a Non-Executive Director | Management | For | For | |||||||||
6. | To re-elect Dr M Dekkers as a Non-Executive Director | Management | For | For | |||||||||
7. | To re-elect Dr J Hartmann as a Non-Executive Director | Management | For | For | |||||||||
8. | To re-elect Ms A Jung as a Non-Executive Director | Management | For | For | |||||||||
9. | To re-elect Ms M Ma as a Non-Executive Director | Management | For | For | |||||||||
10. | To re-elect Mr S Masiyiwa as a Non-Executive Director | Management | For | For | |||||||||
11. | To re-elect Professor Y Moon as a Non-Executive Director | Management | For | For | |||||||||
12. | To re-elect Mr G Pitkethly as an Executive Director | Management | For | For | |||||||||
13. | To re-elect Mr J Rishton as a Non-Executive Director | Management | For | For | |||||||||
14. | To re-elect Mr F Sijbesma as a Non-Executive Director | Management | For | For | |||||||||
15. | To elect Mr A Jope as an Executive Director | Management | For | For | |||||||||
16. | To elect Mrs S Kilsby as a Non-Executive Director | Management | For | For | |||||||||
17. | To reappoint KPMG LLP as Auditors of the Company | Management | For | For | |||||||||
18. | To authorise the Directors to fix the remuneration of the Auditors | Management | For | For | |||||||||
19. | To authorise Political Donations and expenditure | Management | For | For | |||||||||
20. | To renew the authority to Directors to issue shares | Management | For | For | |||||||||
21. | To renew the authority to Directors to disapply pre- emption rights | Management | For | For | |||||||||
22. | To renew the authority to Directors to disapply pre- emption rights for the purposes of acquisitions or capital investments | Management | For | For | |||||||||
23. | To renew the authority to the Company to purchase its own shares | Management | For | For | |||||||||
24. | To shorten the notice period for General Meetings | Management | For | For | |||||||||
VERIZON COMMUNICATIONS INC. | |||||||||||||
Security | 92343V104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | VZ | Meeting Date | 02-May-2019 | ||||||||||
ISIN | US92343V1044 | Agenda | 934943261 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Shellye L. Archambeau | Management | For | For | |||||||||
1b. | Election of Director: Mark T. Bertolini | Management | For | For | |||||||||
1c. | Election of Director: Vittorio Colao | Management | For | For | |||||||||
1d. | Election of Director: Melanie L. Healey | Management | For | For | |||||||||
1e. | Election of Director: Clarence Otis, Jr. | Management | For | For | |||||||||
1f. | Election of Director: Daniel H. Schulman | Management | For | For | |||||||||
1g. | Election of Director: Rodney E. Slater | Management | For | For | |||||||||
1h. | Election of Director: Kathryn A. Tesija | Management | For | For | |||||||||
1i. | Election of Director: Hans E. Vestberg | Management | For | For | |||||||||
1j. | Election of Director: Gregory G. Weaver | Management | For | For | |||||||||
2. | Ratification of Appointment of Independent Registered Public Accounting Firm | Management | For | For | |||||||||
3. | Advisory Vote to Approve Executive Compensation | Management | For | For | |||||||||
4. | Nonqualified Savings Plan Earnings | Shareholder | Against | For | |||||||||
5. | Independent Chair | Shareholder | Against | For | |||||||||
6. | Report on Online Child Exploitation | Shareholder | Against | For | |||||||||
7. | Cybersecurity and Data Privacy | Shareholder | Against | For | |||||||||
8. | Severance Approval Policy | Shareholder | Against | For | |||||||||
ENTERGY CORPORATION | |||||||||||||
Security | 29364G103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ETR | Meeting Date | 03-May-2019 | ||||||||||
ISIN | US29364G1031 | Agenda | 934954074 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: J. R. Burbank | Management | For | For | |||||||||
1b. | Election of Director: P. J. Condon | Management | For | For | |||||||||
1c. | Election of Director: L. P. Denault | Management | For | For | |||||||||
1d. | Election of Director: K. H. Donald | Management | For | For | |||||||||
1e. | Election of Director: P. L. Frederickson | Management | For | For | |||||||||
1f. | Election of Director: A. M. Herman | Management | For | For | |||||||||
1g. | Election of Director: M. E. Hyland | Management | For | For | |||||||||
1h. | Election of Director: S. L. Levenick | Management | For | For | |||||||||
1i. | Election of Director: B. L. Lincoln | Management | For | For | |||||||||
1j. | Election of Director: K. A. Puckett | Management | For | For | |||||||||
2. | Ratification of the Appointment of Deloitte & Touche LLP as Independent Registered Public Accountants for 2019. | Management | For | For | |||||||||
3. | Advisory Vote to Approve Named Executive Officer Compensation. | Management | For | For | |||||||||
4. | Approval of the Entergy Corporation 2019 Omnibus Incentive Plan. | Management | For | For | |||||||||
NATIONAL HEALTH INVESTORS, INC. | |||||||||||||
Security | 63633D104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | NHI | Meeting Date | 03-May-2019 | ||||||||||
ISIN | US63633D1046 | Agenda | 934947687 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: James R. Jobe | Management | For | For | |||||||||
2. | Approve the 2019 Stock Incentive Plan. | Management | For | For | |||||||||
3. | Approve the advisory resolution approving the compensation of the named executive officers as disclosed in the accompanying proxy statement. | Management | For | For | |||||||||
4. | Ratify the audit committee's selection of BDO USA, LLP as independent registered public accounting firm for year ending December 31, 2019. | Management | For | For | |||||||||
TERNIUM S.A. | |||||||||||||
Security | 880890108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | TX | Meeting Date | 06-May-2019 | ||||||||||
ISIN | US8808901081 | Agenda | 934977072 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Consideration of the Board of Directors' and independent auditor's reports on the Company's consolidated financial statements. Approval of the Company's consolidated financial statements as of December 31, 2018 and 2017 and for the years ended December 31, 2018, 2017 and 2016. | Management | For | For | |||||||||
2. | Consideration of the independent auditor's report on the Company's annual accounts. Approval of the Company's annual accounts as at December 31, 2018. | Management | For | For | |||||||||
3. | Allocation of results and approval of dividend payment for the year ended December 31, 2018. | Management | For | For | |||||||||
4. | Discharge of members of the Board of Directors for the exercise of their mandate during the year ended December 31, 2018. | Management | For | For | |||||||||
5. | Election of the members of the Board of Directors. | Management | For | For | |||||||||
6. | Authorization of the compensation of the members of the Board of Directors. | Management | For | For | |||||||||
7. | Appointment of the independent auditors for the fiscal year ending December 31, 2019 and approval of their fees. | Management | For | For | |||||||||
8. | Authorization to the Board of Directors to appoint one or more of its members as the Company's attorney-in-fact. | Management | For | For | |||||||||
HUBBELL INCORPORATED | |||||||||||||
Security | 443510607 | Meeting Type | Annual | ||||||||||
Ticker Symbol | HUBB | Meeting Date | 07-May-2019 | ||||||||||
ISIN | US4435106079 | Agenda | 934955292 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Carlos M. Cardoso | For | For | ||||||||||
2 | Anthony J. Guzzi | For | For | ||||||||||
3 | Neal J. Keating | For | For | ||||||||||
4 | Bonnie C. Lind | For | For | ||||||||||
5 | John F. Malloy | For | For | ||||||||||
6 | Judith F. Marks | For | For | ||||||||||
7 | David G. Nord | For | For | ||||||||||
8 | John G. Russell | For | For | ||||||||||
9 | Steven R. Shawley | For | For | ||||||||||
2. | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the year 2019. | Management | For | For | |||||||||
3. | To approve, by non-binding vote, the compensation of our named executive officers as presented in the 2019 Proxy Statement. | Management | For | For | |||||||||
PACKAGING CORPORATION OF AMERICA | |||||||||||||
Security | 695156109 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PKG | Meeting Date | 07-May-2019 | ||||||||||
ISIN | US6951561090 | Agenda | 934962069 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Cheryl K. Beebe | Management | For | For | |||||||||
1b. | Election of Director: Duane C. Farrington | Management | For | For | |||||||||
1c. | Election of Director: Hasan Jameel | Management | For | For | |||||||||
1d. | Election of Director: Mark W. Kowlzan | Management | For | For | |||||||||
1e. | Election of Director: Robert C. Lyons | Management | For | For | |||||||||
1f. | Election of Director: Thomas P. Maurer | Management | For | For | |||||||||
1g. | Election of Director: Samuel M. Mencoff | Management | For | For | |||||||||
1h. | Election of Director: Roger B. Porter | Management | For | For | |||||||||
1i. | Election of Director: Thomas S. Souleles | Management | For | For | |||||||||
1j. | Election of Director: Paul T. Stecko | Management | For | For | |||||||||
1k. | Election of Director: James D. Woodrum | Management | For | For | |||||||||
2. | Proposal to ratify appointment of KPMG LLP as our auditors. | Management | For | For | |||||||||
3. | Proposal to approve our executive compensation. | Management | For | For | |||||||||
KINDER MORGAN, INC. | |||||||||||||
Security | 49456B101 | Meeting Type | Annual | ||||||||||
Ticker Symbol | KMI | Meeting Date | 08-May-2019 | ||||||||||
ISIN | US49456B1017 | Agenda | 934959668 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Richard D. Kinder | Management | For | For | |||||||||
1b. | Election of Director: Steven J. Kean | Management | For | For | |||||||||
1c. | Election of Director: Kimberly A. Dang | Management | For | For | |||||||||
1d. | Election of Director: Ted A. Gardner | Management | For | For | |||||||||
1e. | Election of Director: Anthony W. Hall, Jr. | Management | For | For | |||||||||
1f. | Election of Director: Gary L. Hultquist | Management | For | For | |||||||||
1g. | Election of Director: Ronald L. Kuehn, Jr. | Management | For | For | |||||||||
1h. | Election of Director: Deborah A. Macdonald | Management | For | For | |||||||||
1i. | Election of Director: Michael C. Morgan | Management | For | For | |||||||||
1j. | Election of Director: Arthur C. Reichstetter | Management | For | For | |||||||||
1k. | Election of Director: Fayez Sarofim | Management | For | For | |||||||||
1l. | Election of Director: C. Park Shaper | Management | For | For | |||||||||
1m. | Election of Director: William A. Smith | Management | For | For | |||||||||
1n. | Election of Director: Joel V. Staff | Management | For | For | |||||||||
1o. | Election of Director: Robert F. Vagt | Management | For | For | |||||||||
1p. | Election of Director: Perry M. Waughtal | Management | For | For | |||||||||
2. | Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2019 | Management | For | For | |||||||||
3. | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement | Management | For | For | |||||||||
PHILLIPS 66 | |||||||||||||
Security | 718546104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PSX | Meeting Date | 08-May-2019 | ||||||||||
ISIN | US7185461040 | Agenda | 934954012 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Greg C. Garland | Management | For | For | |||||||||
1b. | Election of Director: Gary K. Adams | Management | For | For | |||||||||
1c. | Election of Director: John E. Lowe | Management | For | For | |||||||||
1d. | Election of Director: Denise L. Ramos | Management | For | For | |||||||||
2. | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2019. | Management | For | For | |||||||||
3. | Advisory vote to approve our executive compensation. | Management | For | For | |||||||||
4. | Advisory vote on the frequency of future shareholder advisory votes to approve executive compensation. | Management | 1 Year | For | |||||||||
5. | Proposal Withdrawn | Shareholder | Abstain | ||||||||||
SIMON PROPERTY GROUP, INC. | |||||||||||||
Security | 828806109 | Meeting Type | Annual | ||||||||||
Ticker Symbol | SPG | Meeting Date | 08-May-2019 | ||||||||||
ISIN | US8288061091 | Agenda | 934959973 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Glyn F. Aeppel | Management | For | For | |||||||||
1b. | Election of Director: Larry C. Glasscock | Management | For | For | |||||||||
1c. | Election of Director: Karen N. Horn, Ph.D. | Management | For | For | |||||||||
1d. | Election of Director: Allan Hubbard | Management | For | For | |||||||||
1e. | Election of Director: Reuben S. Leibowitz | Management | For | For | |||||||||
1f. | Election of Director: Gary M. Rodkin | Management | For | For | |||||||||
1g. | Election of Director: Stefan M. Selig | Management | For | For | |||||||||
1h. | Election of Director: Daniel C. Smith, Ph.D. | Management | For | For | |||||||||
1i. | Election of Director: J. Albert Smith, Jr. | Management | For | For | |||||||||
1j. | Election of Director: Marta R. Stewart | Management | For | For | |||||||||
2. | An advisory vote to approve the compensation of our Named Executive Officers. | Management | For | For | |||||||||
3. | Ratification of Ernst & Young LLP as our independent registered public accounting firm for 2019. | Management | For | For | |||||||||
4. | Vote to approve the 2019 Stock Incentive Plan. | Management | For | For | |||||||||
5. | Shareholder Proposal requesting disclosure of political contributions. | Shareholder | Against | For | |||||||||
CANADIAN NATURAL RESOURCES LIMITED | |||||||||||||
Security | 136385101 | Meeting Type | Annual and Special Meeting | ||||||||||
Ticker Symbol | CNQ | Meeting Date | 09-May-2019 | ||||||||||
ISIN | CA1363851017 | Agenda | 934976777 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1 | DIRECTOR | Management | |||||||||||
1 | Catherine M. Best | For | For | ||||||||||
2 | N. Murray Edwards | For | For | ||||||||||
3 | Timothy W. Faithfull | For | For | ||||||||||
4 | Christopher L. Fong | For | For | ||||||||||
5 | Amb. Gordon D. Giffin | For | For | ||||||||||
6 | Wilfred A. Gobert | For | For | ||||||||||
7 | Steve W. Laut | For | For | ||||||||||
8 | Tim S. McKay | For | For | ||||||||||
9 | Hon. Frank J. McKenna | For | For | ||||||||||
10 | David A. Tuer | For | For | ||||||||||
11 | Annette M. Verschuren | For | For | ||||||||||
2 | The appointment of PricewaterhouseCoopers LLP, Chartered Accountants, Calgary, Alberta, as auditors of the Corporation for the ensuing year and the authorization of the Audit Committee of the Board of Directors of the Corporation to fix their remuneration. | Management | For | For | |||||||||
3 | To vote on approving all unallocated stock options pursuant to the Amended, Compiled and Restricted Employee Stock Option Plan of the Corporation as more particularly described in the accompanying Information Circular. | Management | For | For | |||||||||
4 | On an advisory basis, accepting the Corporation's approach to executive compensation as described in the Information Circular. | Management | For | For | |||||||||
INTERNATIONAL PAPER COMPANY | |||||||||||||
Security | 460146103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | IP | Meeting Date | 13-May-2019 | ||||||||||
ISIN | US4601461035 | Agenda | 934961461 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: William J. Burns | Management | For | For | |||||||||
1b. | Election of Director: Christopher M. Connor | Management | For | For | |||||||||
1c. | Election of Director: Ahmet C. Dorduncu | Management | For | For | |||||||||
1d. | Election of Director: Ilene S. Gordon | Management | For | For | |||||||||
1e. | Election of Director: Anders Gustafsson | Management | For | For | |||||||||
1f. | Election of Director: Jacqueline C. Hinman | Management | For | For | |||||||||
1g. | Election of Director: Clinton A. Lewis, Jr. | Management | For | For | |||||||||
1h. | Election of Director: Kathryn D. Sullivan | Management | For | For | |||||||||
1i. | Election of Director: Mark S. Sutton | Management | For | For | |||||||||
1j. | Election of Director: J. Steven Whisler | Management | For | For | |||||||||
1k. | Election of Director: Ray G. Young | Management | For | For | |||||||||
2. | Ratification of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for 2019. | Management | For | For | |||||||||
3. | A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers, as Disclosed Under the Heading "Compensation Discussion & Analysis". | Management | For | For | |||||||||
4. | Shareowner Proposal to Reduce Special Shareowner Meeting Ownership Threshold to 10 Percent. | Shareholder | For | Against | |||||||||
PACWEST BANCORP | |||||||||||||
Security | 695263103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PACW | Meeting Date | 13-May-2019 | ||||||||||
ISIN | US6952631033 | Agenda | 934961269 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: Tanya M. Acker | Management | For | For | |||||||||
1B. | Election of Director: Paul R. Burke | Management | For | For | |||||||||
1C. | Election of Director: Craig A. Carlson | Management | For | For | |||||||||
1D. | Election of Director: John M. Eggemeyer, III | Management | For | For | |||||||||
1E. | Election of Director: C. William Hosler | Management | For | For | |||||||||
1F. | Election of Director: Susan E. Lester | Management | For | For | |||||||||
1G. | Election of Director: Roger H. Molvar | Management | For | For | |||||||||
1H. | Election of Director: James J. Pieczynski | Management | For | For | |||||||||
1I. | Election of Director: Daniel B. Platt | Management | For | For | |||||||||
1J. | Election of Director: Robert A. Stine | Management | For | For | |||||||||
1K. | Election of Director: Matthew P. Wagner | Management | For | For | |||||||||
1L. | Election of Director: Mark T. Yung | Management | For | For | |||||||||
2. | Advisory Vote on Executive Compensation. To approve, on an advisory basis (non-binding), the compensation of the Company's named executive officers. | Management | Against | Against | |||||||||
3. | Ratification of the Appointment of Independent Auditors. To ratify the appointment of KPMG LLP as the Company's independent auditors for the fiscal year ending December 31, 2019. | Management | For | For | |||||||||
CUMMINS INC. | |||||||||||||
Security | 231021106 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CMI | Meeting Date | 14-May-2019 | ||||||||||
ISIN | US2310211063 | Agenda | 934957082 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1) | Election of Director: N. Thomas Linebarger | Management | For | For | |||||||||
2) | Election of Director: Richard J. Freeland | Management | For | For | |||||||||
3) | Election of Director: Robert J. Bernhard | Management | For | For | |||||||||
4) | Election of Director: Dr. Franklin R. Chang Diaz | Management | For | For | |||||||||
5) | Election of Director: Bruno V. Di Leo Allen | Management | For | For | |||||||||
6) | Election of Director: Stephen B. Dobbs | Management | For | For | |||||||||
7) | Election of Director: Robert K. Herdman | Management | For | For | |||||||||
8) | Election of Director: Alexis M. Herman | Management | For | For | |||||||||
9) | Election of Director: Thomas J. Lynch | Management | For | For | |||||||||
10) | Election of Director: William I. Miller | Management | For | For | |||||||||
11) | Election of Director: Georgia R. Nelson | Management | For | For | |||||||||
12) | Election of Director: Karen H. Quintos | Management | For | For | |||||||||
13) | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement. | Management | For | For | |||||||||
14) | Proposal to ratify the appointment of PricewaterhouseCoopers LLP as our auditors for 2019. | Management | For | For | |||||||||
15) | Proposal to approve the Cummins Inc. Employee Stock Purchase Plan, as amended. | Management | Against | Against | |||||||||
16) | The shareholder proposal regarding an independent chairman of the board. | Shareholder | Against | For | |||||||||
PPL CORPORATION | |||||||||||||
Security | 69351T106 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PPL | Meeting Date | 14-May-2019 | ||||||||||
ISIN | US69351T1060 | Agenda | 934966207 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1.1 | Election of Director: John W. Conway | Management | For | For | |||||||||
1.2 | Election of Director: Steven G. Elliott | Management | For | For | |||||||||
1.3 | Election of Director: Raja Rajamannar | Management | For | For | |||||||||
1.4 | Election of Director: Craig A. Rogerson | Management | For | For | |||||||||
1.5 | Election of Director: William H. Spence | Management | For | For | |||||||||
1.6 | Election of Director: Natica von Althann | Management | For | For | |||||||||
1.7 | Election of Director: Keith H. Williamson | Management | For | For | |||||||||
1.8 | Election of Director: Phoebe A. Wood | Management | For | For | |||||||||
1.9 | Election of Director: Armando Zagalo de Lima | Management | For | For | |||||||||
2. | Advisory vote to approve compensation of named executive officers | Management | For | For | |||||||||
3. | Ratification of the appointment of Independent Registered Public Accounting Firm | Management | For | For | |||||||||
PIEDMONT OFFICE REALTY TRUST, INC | |||||||||||||
Security | 720190206 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PDM | Meeting Date | 15-May-2019 | ||||||||||
ISIN | US7201902068 | Agenda | 934954517 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A | Election of Director: Frank C. McDowell | Management | For | For | |||||||||
1B | Election of Director: Kelly H. Barrett | Management | For | For | |||||||||
1C | Election of Director: Wesley E. Cantrell | Management | For | For | |||||||||
1D | Election of Director: Barbara B. Lang | Management | For | For | |||||||||
1E | Election of Director: Donald A. Miller, CFA | Management | For | For | |||||||||
1F | Please disregard | Management | Abstain | ||||||||||
1G | Election of Director: C. Brent Smith | Management | For | For | |||||||||
1H | Election of Director: Jeffrey L. Swope | Management | For | For | |||||||||
1I | Election of Director: Dale H. Taysom | Management | For | For | |||||||||
2. | RATIFICATION OF DELOITTE & TOUCHE LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR FISCAL 2019. | Management | For | For | |||||||||
3. | ADVISORY VOTE TO APPROVE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS. | Management | For | For | |||||||||
TENNECO INC. | |||||||||||||
Security | 880349105 | Meeting Type | Annual | ||||||||||
Ticker Symbol | TEN | Meeting Date | 15-May-2019 | ||||||||||
ISIN | US8803491054 | Agenda | 934966459 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: SungHwan Cho | Management | For | For | |||||||||
1b. | Election of Director: Thomas C. Freyman | Management | For | For | |||||||||
1c. | Election of Director: Denise Gray | Management | For | For | |||||||||
1d. | Election of Director: Brian J. Kesseler | Management | For | For | |||||||||
1e. | Election of Director: Dennis J. Letham | Management | For | For | |||||||||
1f. | Election of Director: James S. Metcalf | Management | For | For | |||||||||
1g. | Election of Director: Roger B. Porter | Management | For | For | |||||||||
1h. | Election of Director: David B. Price, Jr. | Management | For | For | |||||||||
1i. | Election of Director: Gregg M. Sherrill | Management | For | For | |||||||||
1j. | Election of Director: Jane L. Warner | Management | For | For | |||||||||
1k. | Election of Director: Roger J. Wood | Management | For | For | |||||||||
2. | Ratify the appointment of PricewaterhouseCoopers LLP as independent public accountants for 2019. | Management | For | For | |||||||||
3. | Approve executive compensation in an advisory vote. | Management | For | For | |||||||||
ALTRIA GROUP, INC. | |||||||||||||
Security | 02209S103 | Meeting Type | Annual | ||||||||||
Ticker Symbol | MO | Meeting Date | 16-May-2019 | ||||||||||
ISIN | US02209S1033 | Agenda | 934967487 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A | Election of Director: John T. Casteen III | Management | For | For | |||||||||
1B | Election of Director: Dinyar S. Devitre | Management | For | For | |||||||||
1C | Election of Director: Thomas F. Farrell II | Management | For | For | |||||||||
1D | Election of Director: Debra J. Kelly-Ennis | Management | For | For | |||||||||
1E | Election of Director: W. Leo Kiely III | Management | For | For | |||||||||
1F | Election of Director: Kathryn B. McQuade | Management | For | For | |||||||||
1G | Election of Director: George Muñoz | Management | For | For | |||||||||
1H | Election of Director: Mark E. Newman | Management | For | For | |||||||||
1I | Election of Director: Nabil Y. Sakkab | Management | For | For | |||||||||
1J | Election of Director: Virginia E. Shanks | Management | For | For | |||||||||
1K | Election of Director: Howard A. Willard III | Management | For | For | |||||||||
2 | Ratification of the Selection of Independent Registered Public Accounting Firm | Management | For | For | |||||||||
3 | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers | Management | For | For | |||||||||
4 | Shareholder Proposal - Reducing and Disclosing Nicotine Levels in Cigarette Brands | Shareholder | Against | For | |||||||||
5 | Shareholder Proposal - Disclosure of Lobbying Policies and Practices | Shareholder | Against | For | |||||||||
CVS HEALTH CORPORATION | |||||||||||||
Security | 126650100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CVS | Meeting Date | 16-May-2019 | ||||||||||
ISIN | US1266501006 | Agenda | 934964203 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Fernando Aguirre | Management | For | For | |||||||||
1b. | Election of Director: Mark T. Bertolini | Management | For | For | |||||||||
1c. | Election of Director: Richard M. Bracken | Management | For | For | |||||||||
1d. | Election of Director: C. David Brown II | Management | For | For | |||||||||
1e. | Election of Director: Alecia A. DeCoudreaux | Management | For | For | |||||||||
1f. | Election of Director: Nancy-Ann M. DeParle | Management | For | For | |||||||||
1g. | Election of Director: David W. Dorman | Management | For | For | |||||||||
1h. | Election of Director: Roger N. Farah | Management | For | For | |||||||||
1i. | Election of Director: Anne M. Finucane | Management | For | For | |||||||||
1j. | Election of Director: Edward J. Ludwig | Management | For | For | |||||||||
1k. | Election of Director: Larry J. Merlo | Management | For | For | |||||||||
1l. | Election of Director: Jean-Pierre Millon | Management | For | For | |||||||||
1m. | Election of Director: Mary L. Schapiro | Management | For | For | |||||||||
1n. | Election of Director: Richard J. Swift | Management | For | For | |||||||||
1o. | Election of Director: William C. Weldon | Management | For | For | |||||||||
1p. | Election of Director: Tony L. White | Management | For | For | |||||||||
2. | Proposal to ratify appointment of independent registered public accounting firm for 2019. | Management | For | For | |||||||||
3. | Say on Pay, a proposal to approve, on an advisory basis, the Company's executive compensation. | Management | For | For | |||||||||
4. | Stockholder proposal regarding exclusion of legal or compliance costs from financial performance adjustments for executive compensation. | Shareholder | For | Against | |||||||||
PRINCIPAL FINANCIAL GROUP, INC. | |||||||||||||
Security | 74251V102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | PFG | Meeting Date | 21-May-2019 | ||||||||||
ISIN | US74251V1026 | Agenda | 934978404 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Michael T. Dan | Management | For | For | |||||||||
1b. | Election of Director: C. Daniel Gelatt | Management | For | For | |||||||||
1c. | Election of Director: Sandra L. Helton | Management | For | For | |||||||||
1d. | Election of Director: Blair C. Pickerell | Management | For | For | |||||||||
2. | Advisory vote to approve executive compensation | Management | For | For | |||||||||
3. | Ratification of appointment of independent registered public accountants | Management | For | For | |||||||||
ROYAL DUTCH SHELL PLC | |||||||||||||
Security | 780259107 | Meeting Type | Annual | ||||||||||
Ticker Symbol | RDSB | Meeting Date | 21-May-2019 | ||||||||||
ISIN | US7802591070 | Agenda | 935000416 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Receipt of Annual Report & Accounts | Management | For | For | |||||||||
2. | Approval of Directors' Remuneration Report | Management | For | For | |||||||||
3. | Appointment of Neil Carson as a Director of the Company | Management | For | For | |||||||||
4. | Reappointment of Director: Ben van Beurden | Management | For | For | |||||||||
5. | Reappointment of Director: Ann Godbehere | Management | For | For | |||||||||
6. | Reappointment of Director: Euleen Goh | Management | For | For | |||||||||
7. | Reappointment of Director: Charles O. Holliday | Management | For | For | |||||||||
8. | Reappointment of Director: Catherine Hughes | Management | For | For | |||||||||
9. | Reappointment of Director: Gerard Kleisterlee | Management | For | For | |||||||||
10. | Reappointment of Director: Roberto Setubal | Management | For | For | |||||||||
11. | Reappointment of Director: Sir Nigel Sheinwald | Management | For | For | |||||||||
12. | Reappointment of Director: Linda G. Stuntz | Management | For | For | |||||||||
13. | Reappointment of Director: Jessica Uhl | Management | For | For | |||||||||
14. | Reappointment of Director: Gerrit Zalm | Management | For | For | |||||||||
15. | Reappointment of Auditors | Management | For | For | |||||||||
16. | Remuneration of Auditors | Management | For | For | |||||||||
17. | Authority to allot shares | Management | For | For | |||||||||
18. | Disapplication of pre-emption rights (Special Resolution) | Management | For | For | |||||||||
19. | Adoption of new Articles of Association (Special Resolution) | Management | For | For | |||||||||
20. | Authority to purchase own shares (Special Resolution) | Management | For | For | |||||||||
21. | Authority to make certain donations and incur expenditure | Management | For | For | |||||||||
22. | Shareholder resolution (Special Resolution) | Shareholder | Against | For | |||||||||
CHINA MOBILE LIMITED | |||||||||||||
Security | 16941M109 | Meeting Type | Annual | ||||||||||
Ticker Symbol | CHL | Meeting Date | 22-May-2019 | ||||||||||
ISIN | US16941M1099 | Agenda | 935009349 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | To receive and consider the audited financial statements and the Reports of the Directors and Auditors of the Company and its subsidiaries for the year ended 31 December 2018. | Management | For | For | |||||||||
2. | To declare a final dividend for the year ended 31 December 2018. | Management | For | For | |||||||||
3a. | Re-election of executive director of the Company: Mr. Yang Jie | Management | For | For | |||||||||
3b. | Re-election of executive director of the Company: Mr. Dong Xin | Management | For | For | |||||||||
4a. | Re-election of independent non-executive director of the Company: Dr. Moses Cheng Mo Chi | Management | For | For | |||||||||
4b. | Re-election of independent non-executive director of the Company: Dr. Yang Qiang | Management | For | For | |||||||||
5. | To re-appoint PricewaterhouseCoopers and PricewaterhouseCoopers Zhong Tian LLP as the auditors of the Group for Hong Kong financial reporting and U.S. financial reporting purposes, respectively, and to authorize the directors to fix their remuneration. | Management | For | For | |||||||||
6. | To give a general mandate to the directors of the Company to buy back shares in the Company not exceeding 10% of the number of issued shares in accordance with ordinary resolution number 6 as set out in the AGM Notice. | Management | For | For | |||||||||
7. | To give a general mandate to the directors of the Company to issue, allot and deal with additional shares in the Company not exceeding 20% of the number of issued shares in accordance with ordinary resolution number 7 as set out in the AGM Notice. | Management | Against | Against | |||||||||
8. | To extend the general mandate granted to the directors of the Company to issue, allot and deal with shares by the number of shares bought back in accordance with ordinary resolution number 8 as set out in the AGM Notice. | Management | Against | Against | |||||||||
AVIVA PLC | |||||||||||||
Security | 05382A104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | AVVIY | Meeting Date | 23-May-2019 | ||||||||||
ISIN | US05382A1043 | Agenda | 935004274 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Annual report and accounts | Management | For | For | |||||||||
2. | Directors' remuneration report | Management | For | For | |||||||||
3. | Final dividend | Management | For | For | |||||||||
4. | To re-elect Claudia Arney | Management | For | For | |||||||||
5. | To re-elect Glyn Barker | Management | For | For | |||||||||
6. | To re-elect Andy Briggs | Management | For | For | |||||||||
7. | To re-elect Patricia Cross | Management | For | For | |||||||||
8. | To re-elect Belén Romana García | Management | For | For | |||||||||
9. | To re-elect Michael Mire | Management | For | For | |||||||||
10. | To re-elect Sir Adrian Montague | Management | For | For | |||||||||
11. | To re-elect Tom Stoddard | Management | For | For | |||||||||
12. | To re-elect Maurice Tulloch | Management | For | For | |||||||||
13. | To re-appoint, as auditor, PricewaterhouseCoopers LLP | Management | For | For | |||||||||
14. | Auditor's remuneration | Management | For | For | |||||||||
15. | Political donations | Management | For | For | |||||||||
16. | Authority to allot ordinary shares | Management | For | For | |||||||||
17. | Disapplication of pre-emption rights (Special resolution) | Management | For | For | |||||||||
18. | Disapplication of pre-emption rights - specified capital projects (Special resolution) | Management | For | For | |||||||||
19. | Authority to allot shares - Solvency II Instruments | Management | For | For | |||||||||
20. | Disapplication of pre-emption rights - Solvency II Instruments (Special resolution) | Management | For | For | |||||||||
21. | Authority to purchase ordinary shares (Special resolution) | Management | For | For | |||||||||
22. | Authority to purchase 8 3/4% preference shares (Special resolution) | Management | For | For | |||||||||
23. | Authority to purchase 8 3/8% preference shares (Special resolution) | Management | For | For | |||||||||
24. | 14 days' notice for general meetings (Special resolution) | Management | For | For | |||||||||
DESIGNER BRANDS INC. F/K/A DSW INC. | |||||||||||||
Security | 23334L102 | Meeting Type | Annual | ||||||||||
Ticker Symbol | Meeting Date | 23-May-2019 | |||||||||||
ISIN | US23334L1026 | Agenda | 934988671 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Elaine J. Eisenman | For | For | ||||||||||
2 | Joanna T. Lau | For | For | ||||||||||
3 | Joseph A. Schottenstein | Withheld | Against | ||||||||||
4 | Ekta Singh-Bushell | For | For | ||||||||||
2. | Advisory non-binding vote, to approve executive compensation. | Management | For | For | |||||||||
KEYCORP | |||||||||||||
Security | 493267108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | KEY | Meeting Date | 23-May-2019 | ||||||||||
ISIN | US4932671088 | Agenda | 934982605 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Bruce D. Broussard | Management | For | For | |||||||||
1b. | Election of Director: Charles P. Cooley | Management | For | For | |||||||||
1c. | Election of Director: Gary M. Crosby | Management | For | For | |||||||||
1d. | Election of Director: Alexander M. Cutler | Management | For | For | |||||||||
1e. | Election of Director: H. James Dallas | Management | For | For | |||||||||
1f. | Election of Director: Elizabeth R. Gile | Management | For | For | |||||||||
1g. | Election of Director: Ruth Ann M. Gillis | Management | For | For | |||||||||
1h. | Election of Director: William G. Gisel, Jr. | Management | For | For | |||||||||
1i. | Election of Director: Carlton L. Highsmith | Management | For | For | |||||||||
1j. | Election of Director: Richard J. Hipple | Management | For | For | |||||||||
1k. | Election of Director: Kristen L. Manos | Management | For | For | |||||||||
1l. | Election of Director: Beth E. Mooney | Management | For | For | |||||||||
1m. | Election of Director: Barbara R. Snyder | Management | For | For | |||||||||
1n. | Election of Director: David K. Wilson | Management | For | For | |||||||||
2. | Ratification of the appointment of independent auditor. | Management | For | For | |||||||||
3. | Advisory approval of executive compensation. | Management | For | For | |||||||||
4. | Approval of KeyCorp's 2019 Equity Compensation Plan. | Management | For | For | |||||||||
5. | Approval of an increase in authorized common shares. | Management | For | For | |||||||||
6. | Approval of an amendment to Regulations to allow the Board to make future amendments. | Management | For | For | |||||||||
OLD REPUBLIC INTERNATIONAL CORPORATION | |||||||||||||
Security | 680223104 | Meeting Type | Annual | ||||||||||
Ticker Symbol | ORI | Meeting Date | 24-May-2019 | ||||||||||
ISIN | US6802231042 | Agenda | 935010429 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | DIRECTOR | Management | |||||||||||
1 | Steven J. Bateman | For | For | ||||||||||
2 | Jimmy A. Dew | For | For | ||||||||||
3 | John M. Dixon | For | For | ||||||||||
4 | Glenn W. Reed | For | For | ||||||||||
5 | Dennis P. Van Mieghem | For | For | ||||||||||
2. | To ratify the selection of KPMG LLP as the company's auditors for 2019. | Management | For | For | |||||||||
3. | Advisory vote to approve executive compensation. | Management | For | For | |||||||||
4. | To vote on the Shareholder proposal listed in the Company's Proxy Statement, if properly submitted. | Shareholder | For | Against | |||||||||
MERCK & CO., INC. | |||||||||||||
Security | 58933Y105 | Meeting Type | Annual | ||||||||||
Ticker Symbol | MRK | Meeting Date | 28-May-2019 | ||||||||||
ISIN | US58933Y1055 | Agenda | 934988328 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Leslie A. Brun | Management | For | For | |||||||||
1b. | Election of Director: Thomas R. Cech | Management | For | For | |||||||||
1c. | Election of Director: Mary Ellen Coe | Management | For | For | |||||||||
1d. | Election of Director: Pamela J. Craig | Management | For | For | |||||||||
1e. | Election of Director: Kenneth C. Frazier | Management | For | For | |||||||||
1f. | Election of Director: Thomas H. Glocer | Management | For | For | |||||||||
1g. | Election of Director: Rochelle B. Lazarus | Management | For | For | |||||||||
1h. | Election of Director: Paul B. Rothman | Management | For | For | |||||||||
1i. | Election of Director: Patricia F. Russo | Management | For | For | |||||||||
1j. | Election of Director: Inge G. Thulin | Management | For | For | |||||||||
1k. | Election of Director: Wendell P. Weeks | Management | For | For | |||||||||
1l. | Election of Director: Peter C. Wendell | Management | For | For | |||||||||
2. | Non-binding advisory vote to approve the compensation of our named executive officers. | Management | For | For | |||||||||
3. | Proposal to adopt the 2019 Incentive Stock Plan. | Management | For | For | |||||||||
4. | Ratification of the appointment of the Company's independent registered public accounting firm for 2019. | Management | For | For | |||||||||
5. | Shareholder proposal concerning an independent board chairman. | Shareholder | Against | For | |||||||||
6. | Shareholder proposal concerning executive incentives and stock buybacks. | Shareholder | Against | For | |||||||||
7. | Shareholder proposal concerning drug pricing. | Shareholder | Against | For | |||||||||
BRISTOL-MYERS SQUIBB COMPANY | |||||||||||||
Security | 110122108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | BMY | Meeting Date | 29-May-2019 | ||||||||||
ISIN | US1101221083 | Agenda | 935021458 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1A. | Election of Director: Peter J. Arduini | Management | For | For | |||||||||
1B. | Election of Director: Robert Bertolini | Management | For | For | |||||||||
1C. | Election of Director: Giovanni Caforio, M.D. | Management | For | For | |||||||||
1D. | Election of Director: Matthew W. Emmens | Management | For | For | |||||||||
1E. | Election of Director: Michael Grobstein | Management | For | For | |||||||||
1F. | Election of Director: Alan J. Lacy | Management | For | For | |||||||||
1G. | Election of Director: Dinesh C. Paliwal | Management | For | For | |||||||||
1H. | Election of Director: Theodore R. Samuels | Management | For | For | |||||||||
1I. | Election of Director: Vicki L. Sato, Ph.D. | Management | For | For | |||||||||
1J. | Election of Director: Gerald L. Storch | Management | For | For | |||||||||
1K. | Election of Director: Karen H. Vousden, Ph.D. | Management | For | For | |||||||||
2. | Advisory vote to approve the compensation of our Named Executive Officers | Management | For | For | |||||||||
3. | Ratification of the appointment of an independent registered public accounting firm | Management | For | For | |||||||||
4. | Shareholder Proposal on Right to Act by Written Consent | Shareholder | For | Against | |||||||||
LYONDELLBASELL INDUSTRIES N.V. | |||||||||||||
Security | N53745100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | LYB | Meeting Date | 31-May-2019 | ||||||||||
ISIN | NL0009434992 | Agenda | 934991793 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Jacques Aigrain | Management | For | For | |||||||||
1b. | Election of Director: Lincoln Benet | Management | For | For | |||||||||
1c. | Election of Director: Jagjeet (Jeet) Bindra | Management | For | For | |||||||||
1d. | Election of Director: Robin Buchanan | Management | For | For | |||||||||
1e. | Election of Director: Stephen Cooper | Management | For | For | |||||||||
1f. | Election of Director: Nance Dicciani | Management | For | For | |||||||||
1g. | Election of Director: Claire Farley | Management | For | For | |||||||||
1h. | Election of Director: Isabella (Bella) Goren | Management | For | For | |||||||||
1i. | Election of Director: Michael Hanley | Management | For | For | |||||||||
1j. | Election of Director: Albert Manifold | Management | For | For | |||||||||
1k. | Election of Director: Bhavesh (Bob) Patel | Management | For | For | |||||||||
1l. | Election of Director: Rudy van der Meer | Management | Against | Against | |||||||||
2. | Discharge of Executive Director and Members of the (Prior) Management Board from Liability. | Management | For | For | |||||||||
3. | Discharge of Non-Executive Directors and Members of the (Prior) Supervisory Board from Liability. | Management | For | For | |||||||||
4. | Adoption of 2018 Dutch Statutory Annual Accounts. | Management | For | For | |||||||||
5. | Appointment of PricewaterhouseCoopers Accountants N.V. as the Auditor of our 2019 Dutch Statutory Annual Accounts. | Management | For | For | |||||||||
6. | Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm. | Management | For | For | |||||||||
7. | Advisory Vote Approving Executive Compensation (Say- on-Pay). | Management | For | For | |||||||||
8. | Ratification and Approval of Dividends. | Management | For | For | |||||||||
9. | Authorization to Conduct Share Repurchases. | Management | For | For | |||||||||
10. | Amendment of Long Term Incentive Plan. | Management | For | For | |||||||||
LYONDELLBASELL INDUSTRIES N.V. | |||||||||||||
Security | N53745100 | Meeting Type | Annual | ||||||||||
Ticker Symbol | LYB | Meeting Date | 31-May-2019 | ||||||||||
ISIN | NL0009434992 | Agenda | 935028589 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Jacques Aigrain | Management | For | For | |||||||||
1b. | Election of Director: Lincoln Benet | Management | For | For | |||||||||
1c. | Election of Director: Jagjeet (Jeet) Bindra | Management | For | For | |||||||||
1d. | Election of Director: Robin Buchanan | Management | For | For | |||||||||
1e. | Election of Director: Stephen Cooper | Management | For | For | |||||||||
1f. | Election of Director: Nance Dicciani | Management | For | For | |||||||||
1g. | Election of Director: Claire Farley | Management | For | For | |||||||||
1h. | Election of Director: Isabella (Bella) Goren | Management | For | For | |||||||||
1i. | Election of Director: Michael Hanley | Management | For | For | |||||||||
1j. | Election of Director: Albert Manifold | Management | For | For | |||||||||
1k. | Election of Director: Bhavesh (Bob) Patel | Management | For | For | |||||||||
1l. | Election of Director: Rudy van der Meer | Management | Against | Against | |||||||||
2. | Discharge of Executive Director and Members of the (Prior) Management Board from Liability. | Management | For | For | |||||||||
3. | Discharge of Non-Executive Directors and Members of the (Prior) Supervisory Board from Liability. | Management | For | For | |||||||||
4. | Adoption of 2018 Dutch Statutory Annual Accounts. | Management | For | For | |||||||||
5. | Appointment of PricewaterhouseCoopers Accountants N.V. as the Auditor of our 2019 Dutch Statutory Annual Accounts. | Management | For | For | |||||||||
6. | Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm. | Management | For | For | |||||||||
7. | Advisory Vote Approving Executive Compensation (Say- on-Pay). | Management | For | For | |||||||||
8. | Ratification and Approval of Dividends. | Management | For | For | |||||||||
9. | Authorization to Conduct Share Repurchases. | Management | For | For | |||||||||
10. | Amendment of Long Term Incentive Plan. | Management | For | For | |||||||||
GARMIN LTD | |||||||||||||
Security | H2906T109 | Meeting Type | Annual | ||||||||||
Ticker Symbol | GRMN | Meeting Date | 07-Jun-2019 | ||||||||||
ISIN | CH0114405324 | Agenda | 935005012 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1. | Approval of Garmin Ltd.'s 2018 Annual Report, including the consolidated financial statements of Garmin Ltd. for the fiscal year ended December 29, 2018 and the statutory financial statements of Garmin Ltd. for the fiscal year ended December 29, 2018 | Management | For | For | |||||||||
2. | Approval of the appropriation of available earnings | Management | For | For | |||||||||
3. | Approval of the payment of a cash dividend in the aggregate amount of US $2.28 per outstanding share out of Garmin Ltd.'s reserve from capital contribution in four equal installments | Management | For | For | |||||||||
4. | Discharge of the members of the Board of Directors and the members of Executive Management from liability for the fiscal year ended December 29, 2018 | Management | For | For | |||||||||
5a. | Re-election of Director: Min H. Kao | Management | For | For | |||||||||
5b. | Re-election of Director: Joseph J. Hartnett | Management | For | For | |||||||||
5c. | Re-election of Director: Clifton A. Pemble | Management | For | For | |||||||||
5d. | Re-election of Director: Jonathan C. Burrell | Management | For | For | |||||||||
5e. | Re-election of Director: Charles W. Peffer | Management | For | For | |||||||||
5f. | Election of Director: Catherine A. Lewis | Management | For | For | |||||||||
6. | Re-election of Min H. Kao as Executive Chairman of the Board of Directors for a term extending until completion of the next annual general meeting | Management | For | For | |||||||||
7a. | Re-election of Compensation Committee Member: Joseph J. Hartnett | Management | For | For | |||||||||
7b. | Re-election of Compensation Committee Member: Charles W. Peffer | Management | For | For | |||||||||
7c. | Re-election of Compensation Committee Member: Jonathan C. Burrell | Management | For | For | |||||||||
7d. | Election of Compensation Committee Member: Catherine A. Lewis | Management | For | For | |||||||||
8. | Election of the law firm of Wuersch & Gering LLP as independent voting rights representative | Management | For | For | |||||||||
9. | Ratification of the appointment of Ernst & Young LLP as Garmin Ltd.'s independent registered public accounting firm for the 2019 fiscal year and re-election of Ernst & Young Ltd. as Garmin Ltd.'s statutory auditor for another one-year term | Management | For | For | |||||||||
10. | Advisory vote on executive compensation | Management | For | For | |||||||||
11. | Binding vote to approve fiscal year 2020 maximum aggregate compensation for the Executive Management | Management | For | For | |||||||||
12. | Binding vote to approve maximum aggregate compensation for the Board of Directors for the period between the 2019 Annual General Meeting and the 2020 Annual General Meeting | Management | For | For | |||||||||
13. | Amendment to the Garmin Ltd. Employee Stock Purchase Plan to increase the number of shares authorized for issuance under the Plan from 6 million to 8 million | Management | For | For | |||||||||
14. | Amendment to the Garmin Ltd. 2005 Equity Incentive Plan to increase the maximum number of shares authorized for issuance under the Plan that may be delivered as Restricted Shares or pursuant to Performance Units or Restricted Stock Units from 6 million to 10 million | Management | For | For | |||||||||
TARGET CORPORATION | |||||||||||||
Security | 87612E106 | Meeting Type | Annual | ||||||||||
Ticker Symbol | TGT | Meeting Date | 12-Jun-2019 | ||||||||||
ISIN | US87612E1064 | Agenda | 935008222 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Roxanne S. Austin | Management | For | For | |||||||||
1b. | Election of Director: Douglas M. Baker, Jr. | Management | For | For | |||||||||
1c. | Election of Director: George S. Barrett | Management | For | For | |||||||||
1d. | Election of Director: Brian C. Cornell | Management | For | For | |||||||||
1e. | Election of Director: Calvin Darden | Management | For | For | |||||||||
1f. | Election of Director: Henrique De Castro | Management | For | For | |||||||||
1g. | Election of Director: Robert L. Edwards | Management | For | For | |||||||||
1h. | Election of Director: Melanie L. Healey | Management | For | For | |||||||||
1i. | Election of Director: Donald R. Knauss | Management | For | For | |||||||||
1j. | Election of Director: Monica C. Lozano | Management | For | For | |||||||||
1k. | Election of Director: Mary E. Minnick | Management | For | For | |||||||||
1l. | Election of Director: Kenneth L. Salazar | Management | For | For | |||||||||
1m. | Election of Director: Dmitri L. Stockton | Management | For | For | |||||||||
2. | Company proposal to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm. | Management | For | For | |||||||||
3. | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay). | Management | For | For | |||||||||
4. | Shareholder proposal to amend the proxy access bylaw to remove candidate resubmission threshold. | Shareholder | Against | For | |||||||||
METLIFE, INC. | |||||||||||||
Security | 59156R108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | MET | Meeting Date | 18-Jun-2019 | ||||||||||
ISIN | US59156R1086 | Agenda | 935015277 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
1a. | Election of Director: Cheryl W. Grisé | Management | For | For | |||||||||
1b. | Election of Director: Carlos M. Gutierrez | Management | For | For | |||||||||
1c. | Election of Director: Gerald L. Hassell | Management | For | For | |||||||||
1d. | Election of Director: David L. Herzog | Management | For | For | |||||||||
1e. | Election of Director: R. Glenn Hubbard, Ph.D. | Management | For | For | |||||||||
1f. | Election of Director: Edward J. Kelly, III | Management | For | For | |||||||||
1g. | Election of Director: William E. Kennard | Management | For | For | |||||||||
1h. | Election of Director: Michel A. Khalaf | Management | For | For | |||||||||
1i. | Election of Director: James M. Kilts | Management | For | For | |||||||||
1j. | Election of Director: Catherine R. Kinney | Management | For | For | |||||||||
1k. | Election of Director: Diana McKenzie | Management | For | For | |||||||||
1l. | Election of Director: Denise M. Morrison | Management | For | For | |||||||||
2. | Ratification of appointment of Deloitte & Touche LLP as MetLife, Inc.'s Independent Auditor for 2019 | Management | For | For | |||||||||
3. | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers | Management | For | For | |||||||||
INFOSYS LIMITED | |||||||||||||
Security | 456788108 | Meeting Type | Annual | ||||||||||
Ticker Symbol | INFY | Meeting Date | 22-Jun-2019 | ||||||||||
ISIN | US4567881085 | Agenda | 935040496 - Management | ||||||||||
Item | Proposal | Proposed by | Vote | For/Against Management | |||||||||
O1 | Adoption of financial statements | Management | For | For | |||||||||
O2 | Declaration of dividend | Management | For | For | |||||||||
O3 | Appointment of Nandan M. Nilekani as a director liable to retire by rotation | Management | For | For | |||||||||
S4 | Approval of the Infosys Expanded Stock Ownership Program - 2019 ("the 2019 Plan") and grant of stock incentives to the eligible employees of the Company under the 2019 Plan | Management | For | For | |||||||||
S5 | Approval of the Infosys Expanded Stock Ownership Program - 2019 ("the 2019 Plan") and grant of stock incentives to the eligible employees of the Company's subsidiaries under the 2019 Plan | Management | For | For | |||||||||
S6 | Approval for secondary acquisition of shares of the Company by the Infosys Expanded Stock Ownership Trust for the implementation of the Infosys Expanded Stock Ownership Program - 2019 ("the 2019 Plan") | Management | For | For | |||||||||
S7 | Approval of grant of Stock Incentives to Salil Parekh, Chief Executive Officer and Managing Director (CEO & MD), under the Infosys Expanded Stock Ownership Program - 2019 ("the 2019 Plan") | Management | For | For | |||||||||
S8 | Approval for changing the terms of the appointment of Salil Parekh, Chief Executive Officer and Managing Director (CEO & MD) | Management | For | For | |||||||||
S9 | Approval of grant of Stock Incentives to U.B. Pravin Rao, Chief Operating Officer (COO) and Whole-time Director, under the Infosys Expanded Stock Ownership Program - 2019 ("the 2019 Plan") | Management | For | For |
Preserver Alternative Opportunities Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Shareholder | Brief Identification | Proposed | Did the | How did the Fund | Did the Fund vote | |||
Ticker | Meeting | of the Matter | by Issuer or | Fund | Cast its Vote? | For or Against | ||
Issuer Name | Symbol | CUSIP | Date | Voted On | Shareholder? | Vote? | For, Against, Abstain | Management? |
Pioneer Diversified High Income TR | HNW | 723653101 | 9/19/2018 | Election of Directors: Thomas J. Perna, Fred J. Ricciardi, Marguerite A. Piret | Issuer | Y | For All | For |
FedEx Corporation | FDX | 31428X | 9/24/2018 | Election of Directors: John A. Edwardson, Marvin R. Ellison, Susan Patricia Griffith, John C. Inglis, Kimberly A. Jabal, Shirley Ann Jackson, R. Brad Martin, Joshua Cooper Ramo, Susan C. Schwab, Frederick W. Smith, David P. Steiner, Paul S. Walsh | Issuer | Y | For All | For |
FedEx Corporation | FDX | 31428X | 9/24/2018 | Vote to approve executive compensation | Issuer | Y | For | For |
FedEx Corporation | FDX | 31428X | 9/24/2018 | Ratification of accounting firm | Issuer | Y | For | For |
FedEx Corporation | FDX | 31428X | 9/24/2018 | Lobbying Activity & Expenditure Report | Shareholder | Y | For | Against |
FedEx Corporation | FDX | 31428X | 9/24/2018 | Shareholder right to act by written consent | Shareholder | Y | For | Against |
FedEx Corporation | FDX | 31428X | 9/24/2018 | Shareholder approval of bylaw changes | Shareholder | Y | For | Against |
Broadridge Financial Solutions | BR | 11133T103 | 11/8/2018 | Election of Directors: Leslie A. Brun, Pamela L. Carter, Richard J. Daly, Robert N. Duelks, Brett A. Keller, Stuart R. Levine, Maura A. Markus, Thomas J. Perna, Alan J. Weber | Issuer | Y | For All | For |
Broadridge Financial Solutions | BR | 11133T103 | 11/8/2018 | Advisory vote to approve the compensation of the Executive Officers | Issuer | Y | For | For |
Broadridge Financial Solutions | BR | 11133T103 | 11/8/2018 | Approve the 2018 Omnibus Award Plan | Issuer | Y | For | For |
Broadridge Financial Solutions | BR | 11133T103 | 11/8/2018 | To ratify Deloitte & Touche as accountant | Issuer | Y | For | For |
Microsoft Corporation | MSFT | 594918104 | 11/28/2018 | Election of Directors: William H. Gates III, Reig G. Hoffman, Hugh F. Johnston, Teri L. List-Stoll, Satya Nadella, Charles H. Noski, Helmut Panke, Sandra E. Peterson, Penny S. Pritzker, Charles W. Scharf, Arne M. Sorenson, John W. Stanton, John W. Thompson, Padmasree Warrior | Issuer | Y | For All | For |
Microsoft Corporation | MSFT | 594918104 | 11/28/2018 | Advisory vote to approve the compensation of the Executive Officers | Issuer | Y | For | For |
Microsoft Corporation | MSFT | 594918104 | 11/28/2018 | Ratiication of Deloitte & Touche | Issuer | Y | For | For |
Eaton Vance Ltd Duration Income Fd | EVV | 27828H105 | 1/16/2019 | Election of Directors: Cynthia E. Frost, Valerie A. Mosley, Scott E. Wennerholm | Issuer | Y | For All | For |
Berkshire Hathaway Inc. | BRK | 084670702 | 5/4/2019 | Election of Directors: Warren E. Buffet, Chartles T. Munger, Gregory E. Abel, Howard G. Buffet, Stephen B. Burke, Susan L. Decker, William H. Gates III, David S. Gottesman, Charlotte Guyman, Ajit Jain, Thomas S. Murphy, Ronald L. Olson, Walter Scott, Jr. Meryl B. Witmer | Issuer | Y | For All | For |
MSCI Inc. | MSCI | 55354G100 | 4/25/2019 | Election of Directors: Henry A. Fernandez, Robert G. Ashe, Benjamin F. duPont, Wayne Edmunds, Alice W. Handy, Catherine R. Kinney, Jacques P. Perold, Linda H. Riefler, George W. Siguler, Marcus L. Smith | Issuer | Y | For All | For |
MSCI Inc. | MSCI | 55354G100 | 4/25/2019 | Advisory vote to approve the compensation of the Executive Officers | Issuer | Y | For | For |
MSCI Inc. | MSCI | 55354G100 | 4/25/2019 | Ratification of accounting firm | Issuer | Y | For | For |
Simon Property Group, Inc | SPG | 828806109 | 5/7/2019 | Election of Directors: Glyn F. Aeppel, Larry C. Glasscock, Karen N. Horn, Allan Hubbard, Reuben Leibowitz, Gary Rodkin, Stefan Selig, Daniel Smith, J. Albert Smith, Marta Stewart | Issuer | Y | For All | For |
Simon Property Group, Inc | SPG | 828806109 | 5/7/2019 | Advisory vote to approve the compensation of the Executive Officers | Issuer | Y | For | For |
Simon Property Group, Inc | SPG | 828806109 | 5/7/2019 | Ratification of E&Y of auditing firm | Issuer | Y | For | For |
Simon Property Group, Inc | SPG | 828806109 | 5/7/2019 | Vote to approve 2019 Stock Incentive Plan | Issuer | Y | Against | Against |
Simon Property Group, Inc | SPG | 828806109 | 5/7/2019 | Proposal requesting disclosure of political contributions | Shareholder | Y | For | Against |
Motorola Solutions, Inc. | MSI | 620076307 | 5/12/2019 | Election of Directors: Gregory Brown, Kenneth Denman, Egon Durban, Clayton Jones, Judy Lewent, Gregory Mondre, Anne Pramaggiore, Joseph Tucci | Issuer | Y | For All | For |
Motorola Solutions, Inc. | MSI | 620076307 | 5/12/2019 | Ratification of PricewaterhouseCoopers as accounting firm | Issuer | Y | For | For |
Motorola Solutions, Inc. | MSI | 620076307 | 5/12/2019 | Vote to approve executive compensation | Issuer | Y | For | For |
Motorola Solutions, Inc. | MSI | 620076307 | 5/12/2019 | Independent Director with Human Rights Expertise | Shareholder | Y | For | Against |
Motorola Solutions, Inc. | MSI | 620076307 | 5/12/2019 | Lobbying Disclosure | Shareholder | Y | For | Against |
Progressive Corporation | PGR | 743315103 | 5/10/2019 | Election of Directors: Philip Bleser, Stuart B. Burgdoerfer, Pamela J. Craig, Charles A. Davis, Roger N. Farah, Lawton W. Fitt, Susan Patricia Griffith, Jeffrey D. Kelly, Patrick H. Nettles, Barbara R. Snyder, Jan E. Tighe, Kahina Van Dyke | Issuer | Y | For All | For |
Progressive Corporation | PGR | 743315103 | 5/10/2019 | Vote to approve executive compensation | Issuer | Y | For | For |
Progressive Corporation | PGR | 743315103 | 5/10/2019 | Ratification of PricewaterhouseCoopers as accounting firm | Issuer | Y | For | For |
SS&C Technologies Holdings | SSNC | 78467J100 | 5/15/2019 | Election of Directors: Smita Conjeevaram, Michael Daniels, William C. Stone | Issuer | Y | For All | For |
SS&C Technologies Holdings | SSNC | 78467J100 | 5/15/2019 | Advisory vote to approve the compensation of the Executive Officers | Issuer | Y | For | For |
SS&C Technologies Holdings | SSNC | 78467J100 | 5/15/2019 | Approval of Stock Incentive Plan | Issuer | Y | For | For |
SS&C Technologies Holdings | SSNC | 78467J100 | 5/15/2019 | Ratification of PricewaterhouseCoopers as accounting firm | Issuer | Y | For | For |
Nextera Energy, Inc. | NEE | 65339F101 | 5/23/2019 | Election of Directors: Sherry S. Barrat, James L. Camaren, Kenneth B. Dunn, Naren K. Gursahaney, Kirk S. Hachigian, Toni Jennings, Amy B. Lane, James L. Robo, Rudy E. Schupp, John L. Skolds, William H. Swanson, Hansel E. Tookes, Darryl L. Wilson | Issuer | Y | For All | For |
Nextera Energy, Inc. | NEE | 65339F101 | 5/23/2019 | Ratiication of Deloitte & Touche | Issuer | Y | For | For |
Nextera Energy, Inc. | NEE | 65339F101 | 5/23/2019 | Approval of executive compensation | Issuer | Y | For | For |
Nextera Energy, Inc. | NEE | 65339F101 | 5/23/2019 | Request for semi-annual reports disclosing political contribution policies | State of NY Comptroller | Y | For | Against |
UnitedHealth Group, Inc | UNH | 91324P102 | 6/3/2019 | Election of Directors: William C. Ballard, Richard T. Burke, Timothy P. Flynn, Stephen J. Hemsley, Michele J. Hooper, F. William McNabb III, Valerie C. Mongomery Rice, John Noseworth, Glenn Renwick, David Wichmann, Gail Wilensky | Issuer | Y | For All | For |
UnitedHealth Group, Inc | UNH | 91324P102 | 6/3/2019 | Vote to approve executive compensation | Issuer | Y | For | For |
UnitedHealth Group, Inc | UNH | 91324P102 | 6/3/2019 | Ratiication of Deloitte & Touche | Issuer | Y | For | For |
UnitedHealth Group, Inc | UNH | 91324P102 | 6/3/2019 | Request for amendment to proxy access bylaw | Shareholder | Y | For | Against |
Norwegian Cruise Line Holdings | NCLH | G66721104 | 6/12/2019 | Election of Directors: Frank Del Rio, Chad Leat, Steve Martinez, Pamela Thomas-Graham | Issuer | Y | For All | For |
Norwegian Cruise Line Holdings | NCLH | G66721104 | 6/12/2019 | Approval of executive compensation | Issuer | Y | For | For |
Norwegian Cruise Line Holdings | NCLH | G66721104 | 6/12/2019 | Approval of amendment to bye-laws | Issuer | Y | For | For |
Norwegian Cruise Line Holdings | NCLH | G66721104 | 6/12/2019 | Ratification of PricewaterhouseCoopers as accounting firm | Issuer | Y | For | For |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Election of Directors: Larry Page, Sergey Brin, John Hennessy, John Doerr, Roger Ferguson Jr., Ann Mather, Alan Mulally Sundar Pichai, Ram Shriram, Robin Washington | Issuer | Y | For All | For |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Ratification of E&Y of auditing firm | Issuer | Y | For | For |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Restatement of stock plan to increase reserve by 3 million shares of Class C stock | Issuer | Y | Against | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Equal shareholder voting | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Inequitable employment practices | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Establishment of societal risk oversight committee | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Report on sexual harassment risk management | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Majority vote for the election of directors | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | A report on gender pay | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding strategic alternatives | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding the nomination of an employee representive director | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding simple majority vote | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding a sustainability metrics report | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding Google Search in China | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding a clawback policy | Shareholder | Y | For | Against |
Alphabet, Inc. | GOOGL | 02079K305 | 6/19/2019 | Proposal regarding a report on content governance | Shareholder | Y | For | Against |
Mastercard Incorporated | MA | 57636Q104 | 6/25/2019 | Election of Directors: Richard Haythornthwaite, Ajay Banga, David Carlucci, Richard Davis, Steven Freiberg, Julius Genachowski, Choon Phong Goh, Merit Janow, Oki Matsumoto, Youngme Moon, Rima Quereshi, Jose Octavio Reyes Lagunes, Gabrielle Sulzberger, Jackson Tai, Lance Uggla | Issuer | Y | For All | For |
Mastercard Incorporated | MA | 57636Q104 | 6/25/2019 | Approval of executive compensation | Issuer | Y | For | For |
Mastercard Incorporated | MA | 57636Q104 | 6/25/2019 | Ratification of PricewaterhouseCoopers as accounting firm | Issuer | Y | For | For |
Mastercard Incorporated | MA | 57636Q104 | 6/25/2019 | Proposal on gender pay gap | Shareholder | Y | For | Against |
Mastercard Incorporated | MA | 57636Q104 | 6/25/2019 | Proposal on create of a human rights committee | Shareholder | Y | For | Against |
Alta Quality Growth Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Issuer Name | Ticker Symbol | CUSIP | Shareholder Meeting Date | Brief Identification of the Matter Voted On | Proposed by Issuer or Security Holder? | Did the Fund Vote? | How did the Fund Cast its Vote?For, Against, Abstain | Did the Fund vote For or Against Management? |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Larry Page | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Sergey Brin | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: John L. Hennessy | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: L. John Doerr | Management | Yes | Withheld | Against |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Roger W. Ferguson, Jr. | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Ann Mather | Management | Yes | Withheld | Against |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Alan R. Mulally | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Sundar Pichai | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: K. Ram Shriram | Management | Yes | Withheld | Against |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Election of Director: Robin L. Washington | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | Yes | For | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | The amendment and restatement of Alphabet's 2012 Stock Plan to increase the share reserve by 3,000,000 shares of Class C capital stock. | Management | Yes | Against | Against |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding equal shareholder voting, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding inequitable employment practices, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding the establishment of a societal risk oversight committee, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding a report on sexual harassment risk management, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding majority vote for the election of directors, if properly presented at the meeting. | Shareholder | Yes | For | Against |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding a report on gender pay, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding strategic alternatives, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding the nomination of an employee representative director, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding simple majority vote, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding a sustainability metrics report, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding Google Search in China, if properly presented at the meeting. | Shareholder | Yes | Against | For |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding a clawback policy, if properly presented at the meeting. | Shareholder | Yes | For | Against |
ALPHABET INC. | GOOGL | 02079K305 | 19-Jun-19 | A stockholder proposal regarding a report on content governance, if properly presented at the meeting. | Shareholder | Yes | Against | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: Stanley L. Clark | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: John D. Craig | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: David P. Falck | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: Edward G. Jepsen | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: Robert A. Livingston | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: Martin H. Loeffler | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: R. Adam Norwitt | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: Diana G. Reardon | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Election of Director: Anne Clarke Wolff | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Ratification of Deloitte & Touche LLP as independent accountants of the Company. | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Advisory vote to approve compensation of named executive officers. | Management | Yes | For | For |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Stockholder Proposal: Special Shareholder Meeting Improvement. | Shareholder | Yes | For | Against |
AMPHENOL CORPORATION | APH | 32095101 | 22-May-19 | Stockholder Proposal: Recruitment and Forced Labor Proposal. | Shareholder | Yes | For | Against |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Warren E. Buffett | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Charles T. Munger | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Gregory E. Abel | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Howard G. Buffett | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Stephen B. Burke | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Susan L. Decker | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: William H. Gates III | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: David S. Gottesman | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Charlotte Guyman | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Ajit Jain | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Thomas S. Murphy | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Ronald L. Olson | Management | Yes | For | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Walter Scott, Jr. | Management | Yes | Withheld | Against |
BERKSHIRE HATHAWAY INC. | BRKB | 84670702 | 4-May-19 | Election of Director: Meryl B. Witmer | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Timothy M. Armstrong | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Jeffery H. Boyd | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Glenn D. Fogel | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Mirian Graddick-Weir | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: James M. Guyette | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Wei Hopeman | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Robert J. Mylod, Jr. | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Charles H. Noski | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Nancy B. Peretsman | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Nicholas J. Read | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Thomas E. Rothman | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Lynn M. Vojvodich | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Election of Director: Vanessa A. Wittman | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Advisory Vote to Approve 2018 Executive Compensation. | Management | Yes | For | For |
BOOKING HOLDINGS INC. | BKNG | 09857L108 | 6-Jun-19 | Stockholder Proposal requesting that the Company amend its proxy access bylaw. | Shareholder | Yes | For | Against |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Zein Abdalla | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Maureen Breakiron-Evans | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Jonathan Chadwick | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: John M. Dineen | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Francisco D'Souza | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: John N. Fox, Jr. | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Brian Humphries | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: John E. Klein | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Leo S. Mackay, Jr. | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Michael Patsalos-Fox | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Election of director to serve until the 2020 annual meeting: Joseph M. Velli | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Approve, on an advisory (non-binding) basis, the compensation of the company's named executive officers. | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Ratify the appointment of PricewaterhouseCoopers LLP as the company's independent registered public accounting firm for the year ending December 31, 2019. | Management | Yes | For | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Shareholder proposal requesting that the company provide a report disclosing its political spending and related company policies. | Shareholder | Yes | For | Against |
COGNIZANT TECHNOLOGY SOLUTIONS CORP. | CTSH | 192446102 | 4-Jun-19 | Shareholder proposal requesting that the board of directors adopt a policy and amend the company's governing documents to require that the chairman of the board be an independent director. | Shareholder | Yes | For | Against |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Fernando Aguirre | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Mark T. Bertolini | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Richard M. Bracken | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: C. David Brown II | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Alecia A. DeCoudreaux | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Nancy-Ann M. DeParle | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: David W. Dorman | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Roger N. Farah | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Anne M. Finucane | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Edward J. Ludwig | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Larry J. Merlo | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Jean-Pierre Millon | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Mary L. Schapiro | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Richard J. Swift | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: William C. Weldon | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Election of Director: Tony L. White | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Proposal to ratify appointment of independent registered public accounting firm for 2019. | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Say on Pay, a proposal to approve, on an advisory basis, the Company's executive compensation. | Management | Yes | For | For |
CVS HEALTH CORPORATION | CVS | 126650100 | 16-May-19 | Stockholder proposal regarding exclusion of legal or compliance costs from financial performance adjustments for executive compensation. | Shareholder | Yes | Against | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Arnold S. Barron | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Gregory M. Bridgeford | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Thomas W. Dickson | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Conrad M. Hall | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Lemuel E. Lewis | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Jeffrey G. Naylor | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Gary M. Philbin | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Bob Sasser | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Thomas A. Saunders III | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Stephanie P. Stahl | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Carrie A. Wheeler | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Thomas E. Whiddon | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | Election of Director: Carl P. Zeithaml | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | To Approve, on an Advisory Basis, the Compensation of the Company's Named Executive Officers | Management | Yes | For | For |
DOLLAR TREE, INC. | DLTR | 256746108 | 13-Jun-19 | To Ratify the Selection of KPMG LLP as the Company's Independent Registered Public Accounting Firm | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Douglas M. Baker, Jr. | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Shari L. Ballard | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Barbara J. Beck | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Leslie S. Biller | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Jeffrey M. Ettinger | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Arthur J. Higgins | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Michael Larson | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: David W. MacLennan | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Tracy B. McKibben | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Lionel L. Nowell, III | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Victoria J. Reich | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: Suzanne M. Vautrinot | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Election of Director: John J. Zillmer | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Ratify the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the current year ending December 31, 2019. | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Advisory vote to approve the compensation of executives disclosed in the Proxy Statement. | Management | Yes | For | For |
ECOLAB INC. | ECL | 278865100 | 2-May-19 | Stockholder proposal requesting an independent board chair, if properly presented. | Shareholder | Yes | Against | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Peggy Alford | Management | Yes | For | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Marc L. Andreessen | Management | Yes | Withheld | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Kenneth I. Chenault | Management | Yes | For | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: S. D. Desmond-Hellmann | Management | Yes | For | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Sheryl K. Sandberg | Management | Yes | Withheld | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Peter A. Thiel | Management | Yes | For | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Jeffrey D. Zients | Management | Yes | For | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | Election of Director: Mark Zuckerberg | Management | Yes | Withheld | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | To ratify the appointment of Ernst & Young LLP as Facebook, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2019. | Management | Yes | For | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | To approve, on a non-binding advisory basis, the compensation program for Facebook, Inc.'s named executive officers as disclosed in Facebook, Inc.'s proxy statement. | Management | Yes | Against | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Facebook, Inc.'s named executive officers should be held every one, two or three years. | Management | Yes | 1 Year | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding change in stockholder voting. | Shareholder | Yes | For | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding an independent chair. | Shareholder | Yes | For | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding majority voting for directors. | Shareholder | Yes | For | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding true diversity board policy. | Shareholder | Yes | Against | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding a content governance report. | Shareholder | Yes | Against | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding median gender pay gap. | Shareholder | Yes | For | Against |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding workforce diversity. | Shareholder | Yes | Against | For |
FACEBOOK, INC. | FB | 30303M102 | 30-May-19 | A stockholder proposal regarding strategic alternatives. | Shareholder | Yes | Against | For |
FORTUNE BRANDS HOME & SECURITY, INC. | FBHS | 34964C106 | 7-May-19 | Election of Class II Director: Irial Finan | Management | Yes | For | For |
FORTUNE BRANDS HOME & SECURITY, INC. | FBHS | 34964C106 | 7-May-19 | Election of Class II Director: Susan S. Kilsby | Management | Yes | For | For |
FORTUNE BRANDS HOME & SECURITY, INC. | FBHS | 34964C106 | 7-May-19 | Election of Class II Director: Christopher J. Klein | Management | Yes | For | For |
FORTUNE BRANDS HOME & SECURITY, INC. | FBHS | 34964C106 | 7-May-19 | Ratification of the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2019. | Management | Yes | For | For |
FORTUNE BRANDS HOME & SECURITY, INC. | FBHS | 34964C106 | 7-May-19 | Advisory vote to approve named executive officer compensation. | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Richard Haythornthwaite | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Ajay Banga | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: David R. Carlucci | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Richard K. Davis | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Steven J. Freiberg | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Julius Genachowski | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Choon Phong Goh | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Merit E. Janow | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Oki Matsumoto | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Youngme Moon | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Rima Qureshi | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: José Octavio Reyes Lagunes | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Gabrielle Sulzberger | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Jackson Tai | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Election of director: Lance Uggla | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Advisory approval of Mastercard's executive compensation | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Ratification of the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for Mastercard for 2019 | Management | Yes | For | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Consideration of a stockholder proposal on gender pay gap | Shareholder | Yes | Against | For |
MASTERCARD INCORPORATED | MA | 57636Q104 | 25-Jun-19 | Consideration of a stockholder proposal on creation of a human rights committee | Shareholder | Yes | Against | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Shona L. Brown | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Cesar Conde | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Ian Cook | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Dina Dublon | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Richard W. Fisher | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Michelle Gass | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: William R. Johnson | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Ramon Laguarta | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: David C. Page | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Robert C. Pohlad | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Daniel Vasella | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Darren Walker | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Election of Director: Alberto Weisser | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for fiscal year 2019. | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Advisory approval of the Company's executive compensation. | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Approve amendments to the Company's Articles of Incorporation to eliminate supermajority voting standards. | Management | Yes | For | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Shareholder Proposal - Independent Board Chairman. | Shareholder | Yes | Against | For |
PEPSICO, INC. | PEP | 713448108 | 1-May-19 | Shareholder Proposal - Disclosure of Pesticide Management Data. | Shareholder | Yes | Against | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Election of Director: Greg C. Garland | Management | Yes | For | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Election of Director: Gary K. Adams | Management | Yes | For | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Election of Director: John E. Lowe | Management | Yes | For | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Election of Director: Denise L. Ramos | Management | Yes | For | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2019. | Management | Yes | For | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Advisory vote to approve our executive compensation. | Management | Yes | For | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Advisory vote on the frequency of future shareholder advisory votes to approve executive compensation. | Management | Yes | 1 Year | For |
PHILLIPS 66 | PSX | 718546104 | 8-May-19 | Proposal Withdrawn | Shareholder | Yes | No Action | |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Marco Alverà | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: William J. Amelio | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: William D. Green | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Charles E. Haldeman, Jr. | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Stephanie C. Hill | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Rebecca Jacoby | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Monique F. Leroux | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Maria R. Morris | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Douglas L. Peterson | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Edward B. Rust, Jr. | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Kurt L. Schmoke | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Election of Director: Richard E. Thornburgh | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Vote to approve, on an advisory basis, the executive compensation program for the Company's named executive officers. | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Vote to approve the Company's 2019 Stock Incentive Plan. | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Vote to approve the Company's Director Deferred Stock Ownership Plan, as Amended and Restated. | Management | Yes | For | For |
S&P GLOBAL INC. | SPGI | 78409V104 | 9-May-19 | Vote to ratify the selection of Ernst & Young LLP as our independent Registered Public Accounting Firm for 2019. | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Gerard J. Arpey | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Ari Bousbib | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Jeffery H. Boyd | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Gregory D. Brenneman | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: J. Frank Brown | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Albert P. Carey | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Helena B. Foulkes | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Linda R. Gooden | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Wayne M. Hewett | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Manuel Kadre | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Stephanie C. Linnartz | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Election of Director: Craig A. Menear | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Ratification of the Appointment of KPMG LLP | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Advisory Vote to Approve Executive Compensation ("Say-on-Pay") | Management | Yes | For | For |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Shareholder Proposal Regarding EEO-1 Disclosure | Shareholder | Yes | For | Against |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Shareholder Proposal to Reduce the Threshold to Call Special Shareholder Meetings to 10% of Outstanding Shares | Shareholder | Yes | For | Against |
THE HOME DEPOT, INC. | HD | 437076102 | 23-May-19 | Shareholder Proposal Regarding Report on Prison Labor in the Supply Chain | Shareholder | Yes | For | Against |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Election of Director: Sarah Palisi Chapin | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Election of Director: Timothy J. FitzGerald | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Election of Director: Cathy L. McCarthy | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Election of Director: John R. Miller III | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Election of Director: Gordon O'Brien | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Election of Director: Nassem Ziyad | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Ratification of the selection of Ernst & Young LLP as the Company's independent public accountants for the current fiscal year ending December 28, 2019. | Management | Yes | For | For |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Approval, by an advisory vote, of the 2018 compensation of the Company's named executive officers, as disclosed pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("SEC"). | Management | Yes | Against | Against |
THE MIDDLEBY CORPORATION | MIDD | 596278101 | 29-May-19 | Stockholder proposal regarding ESG reporting. | Shareholder | Yes | Against | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: K.B. Anderson | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: A.F. Anton | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: J.M. Fettig | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: D.F. Hodnik | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: R.J. Kramer | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: S.J. Kropf | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: J.G. Morikis | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: C.A. Poon | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: J.M. Stropki | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: M.H. Thaman | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: M. Thornton III | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Election of Director: S.H. Wunning | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Advisory approval of the compensation of the named executives. | Management | Yes | For | For |
THE SHERWIN-WILLIAMS COMPANY | SHW | 824348106 | 17-Apr-19 | Ratification of Ernst & Young LLP as our independent registered public accounting firm for 2019. | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Zein Abdalla | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Alan M. Bennett | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Rosemary T. Berkery | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: David T. Ching | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Ernie Herrman | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Michael F. Hines | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Amy B. Lane | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Carol Meyrowitz | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Jackwyn L. Nemerov | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: John F. O'Brien | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Election of Director: Willow B. Shire | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Ratification of appointment of PricewaterhouseCoopers as TJX's independent registered public accounting firm for fiscal 2020 | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Advisory approval of TJX's executive compensation (the say-on-pay vote) | Management | Yes | For | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Shareholder proposal for a report on compensation disparities based on race, gender, or ethnicity | Shareholder | Yes | Against | For |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Shareholder proposal for a report on prison labor | Shareholder | Yes | For | Against |
THE TJX COMPANIES, INC. | TJX | 872540109 | 4-Jun-19 | Shareholder proposal for a report on human rights risks | Shareholder | Yes | For | Against |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Marc N. Casper | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Nelson J. Chai | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: C. Martin Harris | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Tyler Jacks | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Judy C. Lewent | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Thomas J. Lynch | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Jim P. Manzi | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: James C. Mullen | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Lars R. Sørensen | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Scott M. Sperling | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Elaine S. Ullian | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Election of Director: Dion J. Weisler | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | An advisory vote to approve named executive officer compensation. | Management | Yes | For | For |
THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | 22-May-19 | Ratification of the Audit Committee's selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2019. | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Andrew H. Card Jr. | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Erroll B. Davis Jr. | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: William J. DeLaney | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: David B. Dillon | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Lance M. Fritz | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Deborah C. Hopkins | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Jane H. Lute | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Michael R. McCarthy | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Thomas F. McLarty III | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Bhavesh V. Patel | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Election of Director: Jose H. Villarreal | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2019. | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | An advisory vote to approve executive compensation ("Say on Pay"). | Management | Yes | For | For |
UNION PACIFIC CORPORATION | UNP | 907818108 | 16-May-19 | Shareholder proposal regarding Independent Chairman if properly presented at the Annual Meeting. | Shareholder | Yes | Against | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Lloyd J. Austin III | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Diane M. Bryant | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: John V. Faraci | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Jean-Pierre Garnier | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Gregory J. Hayes | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Christopher J. Kearney | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Ellen J. Kullman | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Marshall O. Larsen | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Harold W. McGraw III | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Margaret L. O'Sullivan | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Denise L. Ramos | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Fredric G. Reynolds | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Election of Director: Brian C. Rogers | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Advisory Vote to Approve Executive Compensation. | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Appoint PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2019. | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Approve an Amendment to the Restated Certificate of Incorporation to Eliminate Supermajority Voting for Certain Business Combinations. | Management | Yes | For | For |
UNITED TECHNOLOGIES CORPORATION | UTX | 913017109 | 29-Apr-19 | Ratify the 15% Special Meeting Ownership Threshold in the Company's Bylaws. | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: John D. Baker II | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Celeste A. Clark | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Theodore F. Craver, Jr. | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Elizabeth A. Duke | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Wayne M. Hewett | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Donald M. James | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Maria R. Morris | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Juan A. Pujadas | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: James H. Quigley | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Ronald L. Sargent | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: C. Allen Parker | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Election of Director: Suzanne M. Vautrinot | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Advisory resolution to approve executive compensation. | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Approve the Company's Amended and Restated Long-Term Incentive Compensation Plan. | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2019. | Management | Yes | For | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Shareholder Proposal - Report on Incentive-Based Compensation and Risks of Material Losses. | Shareholder | Yes | For | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 23-Apr-19 | Shareholder Proposal - Report on Global Median Gender Pay Gap. | Shareholder | Yes | For | Against |
ZOETIS INC. | ZTS | 98978V103 | 15-May-19 | Election of Director: Juan Ramon Alaix | Management | Yes | For | For |
ZOETIS INC. | ZTS | 98978V103 | 15-May-19 | Election of Director: Paul M. Bisaro | Management | Yes | For | For |
ZOETIS INC. | ZTS | 98978V103 | 15-May-19 | Election of Director: Frank A. D'Amelio | Management | Yes | For | For |
ZOETIS INC. | ZTS | 98978V103 | 15-May-19 | Election of Director: Michael B. McCallister | Management | Yes | For | For |
ZOETIS INC. | ZTS | 98978V103 | 15-May-19 | Advisory vote to approve our executive compensation (Say on Pay) | Management | Yes | For | For |
ZOETIS INC. | ZTS | 98978V103 | 15-May-19 | Ratification of appointment of KPMG LLP as our independent registered public accounting firm for 2019. | Management | Yes | For | For |
Fuller & Thaler Behavioral Small-Cap Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Institution Account(s): Fuller & Thaler Behavioral Small-Cap Equity Fund
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CRA International, Inc. | CRAI | 07/11/2018 | 12618T105 | Elect Director Robert Holthausen | Mgmt | For | Withhold | Withhold | Against |
CRA International, Inc. | CRAI | 07/11/2018 | 12618T105 | Elect Director Nancy Hawthorne | Mgmt | For | Withhold | Withhold | Against |
CRA International, Inc. | CRAI | 07/11/2018 | 12618T105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CRA International, Inc. | CRAI | 07/11/2018 | 12618T105 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
CRA International, Inc. | CRAI | 07/11/2018 | 12618T105 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Kathryn W. Dindo | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Paul J. Dolan | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Jay L. Henderson | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Elizabeth Valk Long | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Gary A. Oatey | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Kirk L. Perry | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Sandra Pianalto | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Nancy Lopez Russell | Mgmt | For | Against | Against | Against |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Alex Shumate | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Mark T. Smucker | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Richard K. Smucker | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Timothy P. Smucker | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Elect Director Dawn C. Willoughby | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
The J. M. Smucker Company | SJM | 08/15/2018 | 832696405 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Hamilton Lane, Inc. | HLNE | 09/06/2018 | 407497106 | Elect Director Erik R. Hirsch | Mgmt | For | Withhold | Withhold | Against |
Hamilton Lane, Inc. | HLNE | 09/06/2018 | 407497106 | Elect Director Leslie F. Varon | Mgmt | For | Withhold | Withhold | Against |
Hamilton Lane, Inc. | HLNE | 09/06/2018 | 407497106 | Approve Nonqualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Hamilton Lane, Inc. | HLNE | 09/06/2018 | 407497106 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Tenneco, Inc. | TEN | 09/12/2018 | 880349105 | Reclassify Common Stock as Class A Voting Common Stock, Authorize New Class of Non-Voting Common Stock, and Increase Authorized Capital Stock | Mgmt | For | For | For | For |
Tenneco, Inc. | TEN | 09/12/2018 | 880349105 | Issue Shares in Connection with Acquisition | Mgmt | For | For | For | For |
Tenneco, Inc. | TEN | 09/12/2018 | 880349105 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Tenneco, Inc. | TEN | 09/12/2018 | 880349105 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Worthington Industries, Inc. | WOR | 09/26/2018 | 981811102 | Elect Director John B. Blystone | Mgmt | For | For | For | For |
Worthington Industries, Inc. | WOR | 09/26/2018 | 981811102 | Elect Director Mark C. Davis | Mgmt | For | Withhold | Withhold | Against |
Worthington Industries, Inc. | WOR | 09/26/2018 | 981811102 | Elect Director Sidney A. Ribeau | Mgmt | For | For | For | For |
Worthington Industries, Inc. | WOR | 09/26/2018 | 981811102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Worthington Industries, Inc. | WOR | 09/26/2018 | 981811102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Convergys Corp. | CVG | 10/03/2018 | 212485106 | Approve Merger Agreement | Mgmt | For | For | For | For |
Convergys Corp. | CVG | 10/03/2018 | 212485106 | Adjourn Meeting | Mgmt | For | For | For | For |
Convergys Corp. | CVG | 10/03/2018 | 212485106 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Costamare Inc. | CMRE | 10/04/2018 | Y1771G102 | Elect Director Gregory Zikos | Mgmt | For | Against | Against | Against |
Costamare Inc. | CMRE | 10/04/2018 | Y1771G102 | Elect Director Vagn Lehd Moller | Mgmt | For | For | For | For |
Costamare Inc. | CMRE | 10/04/2018 | Y1771G102 | Ratify Ernst & Young (Hellas) Certified Auditors Accountants S.A. as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
QuinStreet, Inc. | QNST | 10/24/2018 | 74874Q100 | Elect Director Douglas Valenti | Mgmt | For | For | For | For |
QuinStreet, Inc. | QNST | 10/24/2018 | 74874Q100 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
QuinStreet, Inc. | QNST | 10/24/2018 | 74874Q100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Applied Industrial Technologies, Inc. | AIT | 10/30/2018 | 03820C105 | Elect Director Peter A. Dorsman | Mgmt | For | For | For | For |
Applied Industrial Technologies, Inc. | AIT | 10/30/2018 | 03820C105 | Elect Director Vincent K. Petrella | Mgmt | For | For | For | For |
Applied Industrial Technologies, Inc. | AIT | 10/30/2018 | 03820C105 | Elect Director Jerry Sue Thornton | Mgmt | For | For | For | For |
Applied Industrial Technologies, Inc. | AIT | 10/30/2018 | 03820C105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Applied Industrial Technologies, Inc. | AIT | 10/30/2018 | 03820C105 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
John B. Sanfilippo & Son, Inc. | JBSS | 11/01/2018 | 800422107 | Elect Director Jim R. Edgar | Mgmt | For | For | For | For |
John B. Sanfilippo & Son, Inc. | JBSS | 11/01/2018 | 800422107 | Elect Director Ellen C. Taaffe | Mgmt | For | For | For | For |
John B. Sanfilippo & Son, Inc. | JBSS | 11/01/2018 | 800422107 | Elect Director Daniel M. Wright | Mgmt | For | For | For | For |
John B. Sanfilippo & Son, Inc. | JBSS | 11/01/2018 | 800422107 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
John B. Sanfilippo & Son, Inc. | JBSS | 11/01/2018 | 800422107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Phibro Animal Health Corp. | PAHC | 11/05/2018 | 71742Q106 | Elect Director Gerald K. Carlson | Mgmt | For | Withhold | Withhold | Against |
Phibro Animal Health Corp. | PAHC | 11/05/2018 | 71742Q106 | Elect Director Mary Lou Malanoski | Mgmt | For | For | For | For |
Phibro Animal Health Corp. | PAHC | 11/05/2018 | 71742Q106 | Elect Director Carol A. Wrenn | Mgmt | For | Withhold | Withhold | Against |
Phibro Animal Health Corp. | PAHC | 11/05/2018 | 71742Q106 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
KMG Chemicals, Inc. | KMG | 11/13/2018 | 482564101 | Approve Merger Agreement | Mgmt | For | For | For | For |
KMG Chemicals, Inc. | KMG | 11/13/2018 | 482564101 | Adjourn Meeting | Mgmt | For | For | For | For |
KMG Chemicals, Inc. | KMG | 11/13/2018 | 482564101 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
NCI Building Systems, Inc. | NCS | 11/15/2018 | 628852204 | Approve Merger Agreement | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 11/15/2018 | 628852204 | Issue Shares in Connection with Acquisition | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 11/15/2018 | 628852204 | Increase Authorized Common Stock | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 11/15/2018 | 628852204 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 11/15/2018 | 628852204 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
MSG Networks, Inc. | MSGN | 12/14/2018 | 553573106 | Elect Director Joseph J. Lhota | Mgmt | For | For | For | For |
MSG Networks, Inc. | MSGN | 12/14/2018 | 553573106 | Elect Director Joel M. Litvin | Mgmt | For | For | For | For |
MSG Networks, Inc. | MSGN | 12/14/2018 | 553573106 | Elect Director John L. Sykes | Mgmt | For | For | For | For |
MSG Networks, Inc. | MSGN | 12/14/2018 | 553573106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Select Income REIT | SIR | 12/20/2018 | 81618T100 | Approve Merger Agreement | Mgmt | For | For | For | For |
Select Income REIT | SIR | 12/20/2018 | 81618T100 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Washington Federal, Inc. | WAFD | 01/16/2019 | 938824109 | Elect Director Thomas J. Kelley | Mgmt | For | For | For | For |
Washington Federal, Inc. | WAFD | 01/16/2019 | 938824109 | Elect Director Barbara L. Smith | Mgmt | For | For | For | For |
Washington Federal, Inc. | WAFD | 01/16/2019 | 938824109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Washington Federal, Inc. | WAFD | 01/16/2019 | 938824109 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Anousheh Ansari | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Martha F. Brooks | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Christopher S. Holland | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Timothy L. Main | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Mark T. Mondello | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director John C. Plant | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Steven A. Raymund | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director Thomas A. Sansone | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Elect Director David M. Stout | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Jabil, Inc. | JBL | 01/24/2019 | 466313103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
SMART Global Holdings, Inc. | SGH | 01/29/2019 | G8232Y101 | Elect Director Randy Furr | Mgmt | For | For | For | For |
SMART Global Holdings, Inc. | SGH | 01/29/2019 | G8232Y101 | Elect Director Ajay Shah | Mgmt | For | Against | Against | Against |
SMART Global Holdings, Inc. | SGH | 01/29/2019 | G8232Y101 | Elect Director Jason White | Mgmt | For | Against | Against | Against |
SMART Global Holdings, Inc. | SGH | 01/29/2019 | G8232Y101 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
SMART Global Holdings, Inc. | SGH | 01/29/2019 | G8232Y101 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
SMART Global Holdings, Inc. | SGH | 01/29/2019 | G8232Y101 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Christian A. Brickman | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Marshall E. Eisenberg | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Diana S. Ferguson | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director David W. Gibbs | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Linda Heasley | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Joseph C. Magnacca | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Robert R. McMaster | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director John A. Miller | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director P. Kelly Mooney | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Susan R. Mulder | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Denise Paulonis | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Elect Director Edward W. Rabin | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Sally Beauty Holdings, Inc. | SBH | 01/31/2019 | 79546E104 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
InfraREIT, Inc. | HIFR | 02/07/2019 | 45685L100 | Approve Merger Agreement | Mgmt | For | For | For | For |
InfraREIT, Inc. | HIFR | 02/07/2019 | 45685L100 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Johnson Outdoors, Inc. | JOUT | 02/28/2019 | 479167108 | Elect Director Terry E. London | Mgmt | For | For | For | For |
Johnson Outdoors, Inc. | JOUT | 02/28/2019 | 479167108 | Elect Director John M. Fahey, Jr. | Mgmt | For | For | For | For |
Johnson Outdoors, Inc. | JOUT | 02/28/2019 | 479167108 | Elect Director William ("Bill") D. Perez | Mgmt | For | For | For | For |
Johnson Outdoors, Inc. | JOUT | 02/28/2019 | 479167108 | Ratify RSM US LLP as Auditors | Mgmt | For | For | For | For |
Johnson Outdoors, Inc. | JOUT | 02/28/2019 | 479167108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Elect Director Richard S. Hill | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Elect Director Susan M. Whitney | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Kevin Murai | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Dwight Steffensen | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Dennis Polk | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Fred Breidenbach | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Hau Lee | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Matthew Miau | Mgmt | For | Withhold | Withhold | Against |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Gregory Quesnel | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Ann Vezina | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Thomas Wurster | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Duane Zitzner | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Elect Director Andrea Zulberti | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
SYNNEX Corp. | SNX | 03/15/2019 | 87162W100 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
The RMR Group, Inc. | RMR | 04/03/2019 | 74967R106 | Elect Director Jennifer B. Clark | Mgmt | For | Withhold | Withhold | Against |
The RMR Group, Inc. | RMR | 04/03/2019 | 74967R106 | Elect Director Ann Logan | Mgmt | For | Withhold | Withhold | Against |
The RMR Group, Inc. | RMR | 04/03/2019 | 74967R106 | Elect Director Rosen Plevneliev | Mgmt | For | Withhold | Withhold | Against |
The RMR Group, Inc. | RMR | 04/03/2019 | 74967R106 | Elect Director Adam D. Portnoy | Mgmt | For | Withhold | Withhold | Against |
The RMR Group, Inc. | RMR | 04/03/2019 | 74967R106 | Elect Director Walter C. Watkins, Jr. | Mgmt | For | Withhold | Withhold | Against |
The RMR Group, Inc. | RMR | 04/03/2019 | 74967R106 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Blake W. Augsburger | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Robert E. Bartels, Jr. | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Darrianne P. Christian | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Daniel F. Evans, Jr. | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director David M. Findlay | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Thomas A. Hiatt | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Michael L. Kubacki | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Emily E. Pichon | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Steven D. Ross | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Brian J. Smith | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Bradley J. Toothaker | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director Ronald D. Truex | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Elect Director M. Scott Welch | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Lakeland Financial Corp. (Indiana) | LKFN | 04/09/2019 | 511656100 | Ratify Crowe LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Farmers National Banc Corp. | FMNB | 04/18/2019 | 309627107 | Elect Director Ralph D. Macali | Mgmt | For | For | For | For |
Farmers National Banc Corp. | FMNB | 04/18/2019 | 309627107 | Amend Articles | Mgmt | For | For | For | For |
Farmers National Banc Corp. | FMNB | 04/18/2019 | 309627107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Farmers National Banc Corp. | FMNB | 04/18/2019 | 309627107 | Ratify CliftonLarsonAllen LLP as Auditor | Mgmt | For | For | For | For |
Farmers National Banc Corp. | FMNB | 04/18/2019 | 309627107 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Kforce, Inc. | KFRC | 04/23/2019 | 493732101 | Elect Director Randall A. Mehl | Mgmt | For | For | For | For |
Kforce, Inc. | KFRC | 04/23/2019 | 493732101 | Elect Director Elaine D. Rosen | Mgmt | For | For | For | For |
Kforce, Inc. | KFRC | 04/23/2019 | 493732101 | Elect Director Ralph E. Struzziero | Mgmt | For | For | For | For |
Kforce, Inc. | KFRC | 04/23/2019 | 493732101 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Kforce, Inc. | KFRC | 04/23/2019 | 493732101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Kforce, Inc. | KFRC | 04/23/2019 | 493732101 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
BancorpSouth Bank | BXS | 04/24/2019 | 05971J102 | Elect Director Thomas R. Stanton | Mgmt | For | For | For | For |
BancorpSouth Bank | BXS | 04/24/2019 | 05971J102 | Elect Director Shannon A. Brown | Mgmt | For | For | For | For |
BancorpSouth Bank | BXS | 04/24/2019 | 05971J102 | Elect Director Alan W. Perry | Mgmt | For | For | For | For |
BancorpSouth Bank | BXS | 04/24/2019 | 05971J102 | Elect Director James D. Rollins, III | Mgmt | For | For | For | For |
BancorpSouth Bank | BXS | 04/24/2019 | 05971J102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Hancock Whitney Corp. | HWC | 04/24/2019 | 410120109 | Elect Director Hardy B. Fowler | Mgmt | For | For | For | For |
Hancock Whitney Corp. | HWC | 04/24/2019 | 410120109 | Elect Director Randall W. Hanna | Mgmt | For | For | For | For |
Hancock Whitney Corp. | HWC | 04/24/2019 | 410120109 | Elect Director Sonya C. Little | Mgmt | For | For | For | For |
Hancock Whitney Corp. | HWC | 04/24/2019 | 410120109 | Elect Director Robert W. Roseberry | Mgmt | For | For | For | For |
Hancock Whitney Corp. | HWC | 04/24/2019 | 410120109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Hancock Whitney Corp. | HWC | 04/24/2019 | 410120109 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Lantheus Holdings, Inc. | LNTH | 04/24/2019 | 516544103 | Elect Director Mary Anne Heino | Mgmt | For | For | For | For |
Lantheus Holdings, Inc. | LNTH | 04/24/2019 | 516544103 | Elect Director Samuel Leno | Mgmt | For | For | For | For |
Lantheus Holdings, Inc. | LNTH | 04/24/2019 | 516544103 | Elect Director Derace Schaffer | Mgmt | For | Withhold | Withhold | Against |
Lantheus Holdings, Inc. | LNTH | 04/24/2019 | 516544103 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Lantheus Holdings, Inc. | LNTH | 04/24/2019 | 516544103 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director John W. Ballantine | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Rodney L. Brown, Jr. | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Jack E. Davis | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Kirby A. Dyess | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Mark B. Ganz | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Kathryn J. Jackson | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Michael H. Millegan | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Neil J. Nelson | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director M. Lee Pelton | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Maria M. Pope | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Elect Director Charles W. Shivery | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Portland General Electric Co. | POR | 04/24/2019 | 736508847 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director Mark H. Collin | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director Suzanne Foster | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director Justine Vogel | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director Lisa Crutchfield | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director Edward F. Godfrey | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director Eben S. Moulton | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Elect Director David A. Whiteley | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
UNITIL Corp. | UTL | 04/24/2019 | 913259107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Fix Number of Directors | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director John L. Morgan | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Lawrence A. Barbetta | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Jenele C. Grassle | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Brett D. Heffes | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Kirk A. MacKenzie | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Paul C. Reyelts | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Mark L. Wilson | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Elect Director Steven C. Zola | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Advisory Vote on Say on Pay Frequency | Mgmt | Three Years | One Year | One Year | Against |
Winmark Corp. | WINA | 04/24/2019 | 974250102 | Ratify Grant Thornton LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director J. David Chatham | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Douglas C. Curling | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director John C. Dorman | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Paul F. Folino | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Frank D. Martell | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Claudia Fan Munce | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Thomas C. O'Brien | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Vikrant Raina | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Jaynie Miller Studenmund | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director David F. Walker | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Elect Director Mary Lee Widener | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CoreLogic, Inc. | CLGX | 04/30/2019 | 21871D103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director John M. Alexander, Jr. | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Victor E. Bell, III | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Peter M. Bristow | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Hope H. Bryant | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director H. Lee Durham, Jr. | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Daniel L. Heavner | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Frank B. Holding, Jr. | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Robert R. Hoppe | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Floyd L. Keels | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Robert E. Mason, IV | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Elect Director Robert T. Newcomb | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
First Citizens BancShares, Inc. (North Carolina) | FCNCA | 04/30/2019 | 31946M103 | Ratify Dixon Hughes Goodman LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Elect Director Janet Cowell | Mgmt | For | Withhold | Withhold | Against |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Elect Director Jerry R. Masters | Mgmt | For | Withhold | Withhold | Against |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Elect Director Ollie L. Sherman, Jr. | Mgmt | For | Withhold | Withhold | Against |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Elect Director Sundar Srinivasan | Mgmt | For | For | For | For |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Approve Ernst &Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | For |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
James River Group Holdings, Ltd. | JRVR | 04/30/2019 | G5005R107 | Amend Non-Employee Director Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Elect Director Michael J. Keough | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Elect Director Chantal D. Veevaete | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Elect Director James "Jay" Bachmann | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Elect Director Ira S. Strassberg | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Eliminate Supermajority Vote Requirement for Amendments to Certificate and Bylaws | Mgmt | For | For | For | For |
Continental Building Products, Inc. | CBPX | 05/01/2019 | 211171103 | Eliminate Supermajority Vote Requirement to Remove Directors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Ronald C. Baldwin | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Cheryl E. Mayberry McKissack | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Barry C. McCarthy | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Don J. McGrath | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Neil J. Metviner | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Stephen P. Nachtsheim | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Thomas J. Reddin | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Martyn R. Redgrave | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director John L. Stauch | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Elect Director Victoria A. Treyger | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Deluxe Corp. | DLX | 05/01/2019 | 248019101 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Teresa A. Canida | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director George N. Cochran | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Kathleen M. Cronin | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Lacy M. Johnson | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Robert J. Joyce | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Joseph P. Lacher, Jr. | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Christopher B. Sarofim | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director David P. Storch | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Elect Director Susan D. Whiting | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Kemper Corp. | KMPR | 05/01/2019 | 488401100 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Murphy USA, Inc. | MUSA | 05/01/2019 | 626755102 | Elect Director R. Madison Murphy | Mgmt | For | For | For | For |
Murphy USA, Inc. | MUSA | 05/01/2019 | 626755102 | Elect Director R. Andrew Clyde | Mgmt | For | For | For | For |
Murphy USA, Inc. | MUSA | 05/01/2019 | 626755102 | Elect Director David B. Miller | Mgmt | For | For | For | For |
Murphy USA, Inc. | MUSA | 05/01/2019 | 626755102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Murphy USA, Inc. | MUSA | 05/01/2019 | 626755102 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Trex Co., Inc. | TREX | 05/01/2019 | 89531P105 | Elect Director Michael F. Golden | Mgmt | For | For | For | For |
Trex Co., Inc. | TREX | 05/01/2019 | 89531P105 | Elect Director Richard E. Posey | Mgmt | For | For | For | For |
Trex Co., Inc. | TREX | 05/01/2019 | 89531P105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Trex Co., Inc. | TREX | 05/01/2019 | 89531P105 | Adopt Majority Voting for Uncontested Election of Directors | Mgmt | For | For | For | For |
Trex Co., Inc. | TREX | 05/01/2019 | 89531P105 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director Virginia Boulet | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director Stuart B. Katz | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director Tracy W. Krohn | Mgmt | For | For | For | For |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director S. James Nelson, Jr. | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director B. Frank Stanley | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director John McLernon | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director James Farrar | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director William Flatt | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director Sabah Mirza | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director Mark Murski | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director Stephen Shraiberg | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Elect Director John Sweet | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
City Office REIT, Inc. | CIO | 05/02/2019 | 178587101 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Leroy M. Ball, Jr. | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Sharon Feng | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Traci L. Jensen | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director David L. Motley | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Albert J. Neupaver | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Louis L. Testoni | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Stephen R. Tritch | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Elect Director Sonja M. Wilkerson | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Koppers Holdings Inc. | KOP | 05/02/2019 | 50060P106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Marcus & Millichap, Inc. | MMI | 05/02/2019 | 566324109 | Elect Director George M. Marcus | Mgmt | For | For | For | For |
Marcus & Millichap, Inc. | MMI | 05/02/2019 | 566324109 | Elect Director George T. Shaheen | Mgmt | For | For | For | For |
Marcus & Millichap, Inc. | MMI | 05/02/2019 | 566324109 | Elect Director Don C. Watters | Mgmt | For | For | For | For |
Marcus & Millichap, Inc. | MMI | 05/02/2019 | 566324109 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Marcus & Millichap, Inc. | MMI | 05/02/2019 | 566324109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Marcus & Millichap, Inc. | MMI | 05/02/2019 | 566324109 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director John S. Day | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director Carolyn B. Handlon | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director Edward J. Hardin | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director James R. Lientz, Jr | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director Dennis P. Lockhart | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director Gregory G. McGreevey | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Elect Director Colin D. Meadows | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Invesco Mortgage Capital, Inc. | IVR | 05/03/2019 | 46131B100 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Richard S. Ressler | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Douglas Y. Bech | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Robert J. Cresci | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Sarah Fay | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director W. Brian Kretzmer | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Jonathan F. Miller | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Stephen Ross | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Elect Director Vivek Shah | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
j2 Global, Inc. | JCOM | 05/03/2019 | 48123V102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Elect Director G Marc Baumann | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Elect Director Karen M. Garrison | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Elect Director Alice M. Peterson | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Elect Director Gregory A. Reid | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Elect Director Wyman T. Roberts | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Elect Director Douglas R. Waggoner | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
SP Plus Corporation | SP | 05/08/2019 | 78469C103 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
TTM Technologies, Inc. | TTMI | 05/08/2019 | 87305R109 | Elect Director Thomas T. Edman | Mgmt | For | For | For | For |
TTM Technologies, Inc. | TTMI | 05/08/2019 | 87305R109 | Elect Director Chantel E. Lenard | Mgmt | For | For | For | For |
TTM Technologies, Inc. | TTMI | 05/08/2019 | 87305R109 | Elect Director Tang Chung Yen "Tom Tang" | Mgmt | For | For | For | For |
TTM Technologies, Inc. | TTMI | 05/08/2019 | 87305R109 | Elect Director Dov S. Zakheim | Mgmt | For | For | For | For |
TTM Technologies, Inc. | TTMI | 05/08/2019 | 87305R109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
TTM Technologies, Inc. | TTMI | 05/08/2019 | 87305R109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director Paul T. Dacier | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director John R. Egan | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director Rainer Gawlick | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director Yogesh Gupta | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director Charles F. Kane | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director Samskriti "Sam" Y. King | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director David A. Krall | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Elect Director Angela T. Tucci | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Progress Software Corporation | PRGS | 05/09/2019 | 743312100 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Louisiana-Pacific Corp. | LPX | 05/10/2019 | 546347105 | Elect Director Tracy A. Embree | Mgmt | For | For | For | For |
Louisiana-Pacific Corp. | LPX | 05/10/2019 | 546347105 | Elect Director Lizanne C. Gottung | Mgmt | For | For | For | For |
Louisiana-Pacific Corp. | LPX | 05/10/2019 | 546347105 | Elect Director Dustan E. McCoy | Mgmt | For | For | For | For |
Louisiana-Pacific Corp. | LPX | 05/10/2019 | 546347105 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Louisiana-Pacific Corp. | LPX | 05/10/2019 | 546347105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Louisiana-Pacific Corp. | LPX | 05/10/2019 | 546347105 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Frederick J. Lynch | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Jody L. Bilney | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Robert J. Byrne | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Peter R. Dachowski | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Jonathan F. Foster | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Thomas W. Greene | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Daphne E. Jones | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director George A. Lorch | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director William S. Oesterle | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Elect Director Francis M. Scricco | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Masonite International Corp. | DOOR | 05/14/2019 | 575385109 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Elect Director W.M. "Rusty" Rush | Mgmt | For | For | For | For |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Elect Director Thomas A. Akin | Mgmt | For | For | For | For |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Elect Director James C. Underwood | Mgmt | For | For | For | For |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Elect Director Raymond J. Chess | Mgmt | For | For | For | For |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Elect Director William H. Cary | Mgmt | For | For | For | For |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Elect Director Kennon H. Guglielmo | Mgmt | For | For | For | For |
Rush Enterprises, Inc. | RUSHA | 05/14/2019 | 781846209 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director Pamela A. Bena | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director William B. Campbell | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director James D. Chiafullo | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director Vincent J. Delie, Jr. | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director Mary Jo Dively | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director Robert A. Hormell | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director David J. Malone | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director Frank C. Mencini | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director David L. Motley | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director Heidi A. Nicholas | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director John S. Stanik | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Elect Director William J. Strimbu | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
F.N.B. Corporation | FNB | 05/15/2019 | 302520101 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Sleep Number Corporation | SNBR | 05/15/2019 | 83125X103 | Elect Director Michael J. Harrison | Mgmt | For | For | For | For |
Sleep Number Corporation | SNBR | 05/15/2019 | 83125X103 | Elect Director Shelly R. Ibach | Mgmt | For | For | For | For |
Sleep Number Corporation | SNBR | 05/15/2019 | 83125X103 | Elect Director Deborah L. Kilpatrick | Mgmt | For | For | For | For |
Sleep Number Corporation | SNBR | 05/15/2019 | 83125X103 | Elect Director Barbara R. Matas | Mgmt | For | For | For | For |
Sleep Number Corporation | SNBR | 05/15/2019 | 83125X103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Sleep Number Corporation | SNBR | 05/15/2019 | 83125X103 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director SungHwan Cho | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Thomas C. Freyman | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Denise Gray | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Brian J. Kesseler | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Dennis J. Letham | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director James S. Metcalf | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Roger B. Porter | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director David B. Price, Jr. | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Gregg M. Sherrill | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Jane L. Warner | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Elect Director Roger J. Wood | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Tenneco Inc. | TEN | 05/15/2019 | 880349105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CSG Systems International, Inc. | CSGS | 05/16/2019 | 126349109 | Elect Director Ronald H. Cooper | Mgmt | For | For | For | For |
CSG Systems International, Inc. | CSGS | 05/16/2019 | 126349109 | Elect Director Janice I. Obuchowski | Mgmt | For | For | For | For |
CSG Systems International, Inc. | CSGS | 05/16/2019 | 126349109 | Elect Director Donald B. Reed | Mgmt | For | For | For | For |
CSG Systems International, Inc. | CSGS | 05/16/2019 | 126349109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CSG Systems International, Inc. | CSGS | 05/16/2019 | 126349109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Office Properties Income Trust | OPI | 05/16/2019 | 67623C109 | Elect Director Barbara D. Gilmore | Mgmt | For | Withhold | Withhold | Against |
Office Properties Income Trust | OPI | 05/16/2019 | 67623C109 | Elect Director John L. Harrington | Mgmt | For | Withhold | Withhold | Against |
Office Properties Income Trust | OPI | 05/16/2019 | 67623C109 | Elect Director Adam D. Portnoy | Mgmt | For | Withhold | Withhold | Against |
Office Properties Income Trust | OPI | 05/16/2019 | 67623C109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Office Properties Income Trust | OPI | 05/16/2019 | 67623C109 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Office Properties Income Trust | OPI | 05/16/2019 | 67623C109 | Amend Restricted Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director John A. Addison, Jr. | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director Joel M. Babbit | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director P. George Benson | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director C. Saxby Chambliss | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director Gary L. Crittenden | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director Cynthia N. Day | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director Beatriz "Bea" R. Perez | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director D. Richard Williams | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director Glenn J. Williams | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Elect Director Barbara A. Yastine | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Primerica, Inc. | PRI | 05/16/2019 | 74164M108 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Paula H. J. Cholmondeley | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Donald DeFosset | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director John L. Garrison, Jr. | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Thomas J. Hansen | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Matthew Hepler | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Raimund Klinkner | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Andra Rush | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director David A. Sachs | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director David C. Wang | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Elect Director Scott W. Wine | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Terex Corporation | TEX | 05/16/2019 | 880779103 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
TriState Capital Holdings, Inc. | TSC | 05/16/2019 | 89678F100 | Elect Director E.H. "Gene" Dewhurst | Mgmt | For | For | For | For |
TriState Capital Holdings, Inc. | TSC | 05/16/2019 | 89678F100 | Elect Director A. William Schenck, III | Mgmt | For | For | For | For |
TriState Capital Holdings, Inc. | TSC | 05/16/2019 | 89678F100 | Elect Director John B. Yasinsky | Mgmt | For | For | For | For |
TriState Capital Holdings, Inc. | TSC | 05/16/2019 | 89678F100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
TriState Capital Holdings, Inc. | TSC | 05/16/2019 | 89678F100 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
TriState Capital Holdings, Inc. | TSC | 05/16/2019 | 89678F100 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Marc Zandman | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Janet M. Clarke | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Wesley Cummins | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Bruce Lerner | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Saul V. Reibstein | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Timothy V. Talbert | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Elect Director Ziv Shoshani | Mgmt | For | For | For | For |
Vishay Precision Group, Inc. | VPG | 05/16/2019 | 92835K103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Medpace Holdings, Inc. | MEDP | 05/17/2019 | 58506Q109 | Elect Director August J. Troendle | Mgmt | For | Withhold | Withhold | Against |
Medpace Holdings, Inc. | MEDP | 05/17/2019 | 58506Q109 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Bruker Corporation | BRKR | 05/20/2019 | 116794108 | Elect Director Frank H. Laukien | Mgmt | For | For | For | For |
Bruker Corporation | BRKR | 05/20/2019 | 116794108 | Elect Director John Ornell | Mgmt | For | For | For | For |
Bruker Corporation | BRKR | 05/20/2019 | 116794108 | Elect Director Richard A. Packer | Mgmt | For | For | For | For |
Bruker Corporation | BRKR | 05/20/2019 | 116794108 | Elect Director Robert Rosenthal | Mgmt | For | For | For | For |
Bruker Corporation | BRKR | 05/20/2019 | 116794108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Bruker Corporation | BRKR | 05/20/2019 | 116794108 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Kevin J. McNamara | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Joel F. Gemunder | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Patrick P. Grace | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Thomas C. Hutton | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Walter L. Krebs | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Andrea R. Lindell | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Thomas P. Rice | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Donald E. Saunders | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director George J. Walsh, III | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Elect Director Frank E. Wood | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Chemed Corporation | CHE | 05/20/2019 | 16359R103 | Report on Political Contributions | SH | Against | For | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Darcy G. Anderson | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Herman E. Bulls | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Alan P. Krusi | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Brian E. Lane | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Pablo G. Mercado | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Franklin Myers | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director William J. Sandbrook | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director James H. Schultz | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Constance E. Skidmore | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Elect Director Vance W. Tang | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Comfort Systems USA, Inc. | FIX | 05/21/2019 | 199908104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Jennifer Craighead Carey | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Lisa Crutchfield | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Denise L. Devine | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Steven S. Etter | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Patrick J. Freer | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Carlos E. Graupera | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director George W. Hodges | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director James R. Moxley, III | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Curtis J. Myers | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Scott A. Snyder | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Ronald H. Spair | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Mark F. Strauss | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director Ernest J. Waters | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Elect Director E. Philip Wenger | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Amend Non-Employee Director Omnibus Stock Plan | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Fulton Financial Corporation | FULT | 05/21/2019 | 360271100 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Landstar System, Inc. | LSTR | 05/21/2019 | 515098101 | Elect Director Homaira Akbari | Mgmt | For | For | For | For |
Landstar System, Inc. | LSTR | 05/21/2019 | 515098101 | Elect Director Diana M. Murphy | Mgmt | For | For | For | For |
Landstar System, Inc. | LSTR | 05/21/2019 | 515098101 | Elect Director Larry J. Thoele | Mgmt | For | For | For | For |
Landstar System, Inc. | LSTR | 05/21/2019 | 515098101 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Landstar System, Inc. | LSTR | 05/21/2019 | 515098101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Jason M. Andringa | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director David L. Chicoine | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Thomas S. Everist | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Janet M. Holloway | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Kevin T. Kirby | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Marc E. LeBaron | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Lois M. Martin | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Richard W. Parod | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Elect Director Daniel A. Rykhus | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Raven Industries, Inc. | RAVN | 05/21/2019 | 754212108 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Michael P. O'Donnell | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Robin P. Selati | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Giannella Alvarez | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Mary L. Baglivo | Mgmt | For | Against | Against | Against |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Carla R. Cooper | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Cheryl J. Henry | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Stephen M. King | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Marie L. Perry | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Marcel Verbaas | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Jeffrey H. Donahue | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director John H. Alschuler | Mgmt | For | Against | Against | Against |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Keith E. Bass | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Thomas M. Gartland | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Beverly K. Goulet | Mgmt | For | Against | Against | Against |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Mary E. McCormick | Mgmt | For | Against | Against | Against |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Elect Director Dennis D. Oklak | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Xenia Hotels & Resorts, Inc. | XHR | 05/21/2019 | 984017103 | Report on Sexual Harassment | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CorEnergy Infrastructure Trust, Inc. | CORR | 05/22/2019 | 21870U502 | Elect Director Conrad S. Ciccotello | Mgmt | For | Against | Against | Against |
CorEnergy Infrastructure Trust, Inc. | CORR | 05/22/2019 | 21870U502 | Elect Director Catherine A. Lewis | Mgmt | For | For | For | For |
CorEnergy Infrastructure Trust, Inc. | CORR | 05/22/2019 | 21870U502 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director G. Robert Aston, Jr. | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director E. Lee Baynor | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director Thomas C. Broyles | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director Bradford L. Cherry | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director J. Morgan Davis | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director Harry T. Lester | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director William T. Morrison | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director Elizabeth W. Robertson | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director Dwight C. Schaubach | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director Richard B. Thurmond | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Elect Director F. Lewis Wood | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Ratify Dixon Hughes Goodman LLP as Auditors | Mgmt | For | For | For | For |
TowneBank | TOWN | 05/22/2019 | 89214P109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Elect Director Steven Aldrich | Mgmt | For | For | For | For |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Elect Director William L. Atwell | Mgmt | For | For | For | For |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Elect Director John S. Clendening | Mgmt | For | For | For | For |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Elect Director H. McIntyre Gardner | Mgmt | For | For | For | For |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Elect Director Christopher W. Walters | Mgmt | For | For | For | For |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Blucora, Inc. | BCOR | 05/23/2019 | 095229100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Designer Brands Inc. | DBI | 05/23/2019 | 250565108 | Elect Director Elaine J. Eisenman | Mgmt | For | For | For | For |
Designer Brands Inc. | DBI | 05/23/2019 | 250565108 | Elect Director Joanna T. Lau | Mgmt | For | For | For | For |
Designer Brands Inc. | DBI | 05/23/2019 | 250565108 | Elect Director Joseph A. Schottenstein | Mgmt | For | Withhold | Withhold | Against |
Designer Brands Inc. | DBI | 05/23/2019 | 250565108 | Elect Director Ekta Singh-Bushell | Mgmt | For | For | For | For |
Designer Brands Inc. | DBI | 05/23/2019 | 250565108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Frank G. D'Angelo | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Morgan M. Schuessler, Jr. | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Olga Botero | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Jorge A. Junquera | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Ivan Pagan | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Aldo J. Polak | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Alan H. Schumacher | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Brian J. Smith | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Elect Director Thomas W. Swidarski | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
EVERTEC, Inc. | EVTC | 05/23/2019 | 30040P103 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Elect Director Gary L. Forbes | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Elect Director George Martinez | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Elect Director James S. Metcalf | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Elect Director Jonathan L. Zrebiec | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Change Company Name to Cornerstone Building Brands, Inc. | Mgmt | For | For | For | For |
NCI Building Systems, Inc. | NCS | 05/23/2019 | 628852204 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Earl C. "Duke" Austin, Jr. | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Doyle N. Beneby | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director J. Michal Conaway | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Vincent D. Foster | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Bernard Fried | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Worthing F. Jackman | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director David M. McClanahan | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Margaret B. Shannon | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Elect Director Pat Wood, III | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Quanta Services, Inc. | PWR | 05/23/2019 | 74762E102 | Approve Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Masimo Corporation | MASI | 05/30/2019 | 574795100 | Elect Director Adam Mikkelson | Mgmt | For | For | For | For |
Masimo Corporation | MASI | 05/30/2019 | 574795100 | Elect Director Craig Reynolds | Mgmt | For | For | For | For |
Masimo Corporation | MASI | 05/30/2019 | 574795100 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | For |
Masimo Corporation | MASI | 05/30/2019 | 574795100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Masimo Corporation | MASI | 05/30/2019 | 574795100 | Adopt Proxy Access Right | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Industrial Logistics Properties Trust | ILPT | 06/03/2019 | 456237106 | Elect Director Lisa Harris Jones | Mgmt | For | Withhold | Withhold | Against |
Industrial Logistics Properties Trust | ILPT | 06/03/2019 | 456237106 | Elect Director John G. Murray | Mgmt | For | Withhold | Withhold | Against |
Industrial Logistics Properties Trust | ILPT | 06/03/2019 | 456237106 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Industrial Logistics Properties Trust | ILPT | 06/03/2019 | 456237106 | Adopt Plurality Voting for Contested Election of Directors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
PRA Health Sciences, Inc. | PRAH | 06/03/2019 | 69354M108 | Elect Director Jeffrey T. Barber | Mgmt | For | For | For | For |
PRA Health Sciences, Inc. | PRAH | 06/03/2019 | 69354M108 | Elect Director Linda S. Grais | Mgmt | For | For | For | For |
PRA Health Sciences, Inc. | PRAH | 06/03/2019 | 69354M108 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
PRA Health Sciences, Inc. | PRAH | 06/03/2019 | 69354M108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Brenda J. Bacon | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Mark S. Bartlett | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Claudio Costamagna | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Vernon Ellis | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Nicholas C. Fanandakis | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Steven H. Gunby | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Gerard E. Holthaus | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Laureen E. Seeger | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director David D. Smith | Mgmt | For | Withhold | Withhold | Against |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Frederick G. Smith | Mgmt | For | Withhold | Withhold | Against |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director J. Duncan Smith | Mgmt | For | Withhold | Withhold | Against |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Robert E. Smith | Mgmt | For | Withhold | Withhold | Against |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Howard E. Friedman | Mgmt | For | For | For | For |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Lawrence E. McCanna | Mgmt | For | For | For | For |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Daniel C. Keith | Mgmt | For | Withhold | Withhold | Against |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Martin R. Leader | Mgmt | For | For | For | For |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Elect Director Benson E. Legg | Mgmt | For | For | For | For |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Ratify PricewaterhouseCoopers, LLP as Auditors | Mgmt | For | For | For | For |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Adopt a Policy on Board Diversity | SH | Against | For | For | Against |
Sinclair Broadcast Group, Inc. | SBGI | 06/06/2019 | 829226109 | Require a Majority Vote for the Election of Directors | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Julie D. Klapstein | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Paul B. Kusserow | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Richard A. Lechleiter | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Jake L. Netterville | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Bruce D. Perkins | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Jeffrey A. Rideout | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Donald A. Washburn | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Elect Director Nicolas Brien | Mgmt | For | Against | Against | Against |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Elect Director Angela Courtin | Mgmt | For | Against | Against | Against |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Eliminate Supermajority Vote Requirement | Mgmt | For | For | For | For |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Declassify the Board of Directors | Mgmt | For | For | For | For |
OUTFRONT Media Inc. | OUT | 06/10/2019 | 69007J106 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
AMC Networks Inc. | AMCX | 06/12/2019 | 00164V103 | Elect Director Frank J. Biondi, Jr. | Mgmt | For | For | For | For |
AMC Networks Inc. | AMCX | 06/12/2019 | 00164V103 | Elect Director Jonathan F. Miller | Mgmt | For | Withhold | Withhold | Against |
AMC Networks Inc. | AMCX | 06/12/2019 | 00164V103 | Elect Director Leonard Tow | Mgmt | For | Withhold | Withhold | Against |
AMC Networks Inc. | AMCX | 06/12/2019 | 00164V103 | Elect Director David E. Van Zandt | Mgmt | For | For | For | For |
AMC Networks Inc. | AMCX | 06/12/2019 | 00164V103 | Elect Director Carl E. Vogel | Mgmt | For | For | For | For |
AMC Networks Inc. | AMCX | 06/12/2019 | 00164V103 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director George F. Allen | Mgmt | For | Withhold | Withhold | Against |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director James A. Carroll | Mgmt | For | Withhold | Withhold | Against |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director James C. Cherry | Mgmt | For | Withhold | Withhold | Against |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director Louis S. Haddad | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director Eva S. Hardy | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director Daniel A. Hoffler | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director A. Russell Kirk | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Elect Director John W. Snow | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Armada Hoffler Properties, Inc. | AHH | 06/12/2019 | 04208T108 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director John D. Bowlin | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director Aaron P. Jagdfeld | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director Andrew G. Lampereur | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Financial Institutions, Inc. | FISI | 06/19/2019 | 317585404 | Elect Director Martin K. Birmingham | Mgmt | For | For | For | For |
Financial Institutions, Inc. | FISI | 06/19/2019 | 317585404 | Elect Director Samuel M. Gullo | Mgmt | For | For | For | For |
Financial Institutions, Inc. | FISI | 06/19/2019 | 317585404 | Elect Director Kim E. VanGelder | Mgmt | For | For | For | For |
Financial Institutions, Inc. | FISI | 06/19/2019 | 317585404 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Financial Institutions, Inc. | FISI | 06/19/2019 | 317585404 | Ratify RSM US LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Elect Director Frank A. Bozich | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Elect Director Philip Martens | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Elect Director Christopher D. Pappas | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Elect Director Stephen M. Zide | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Approve Allocation of Income and Dividends | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Approve Discharge of Directors and Auditors | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Appoint PricewaterhouseCoopers Societe cooperative as Internal Statutory Auditor | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Authorize Share Repurchase Program | Mgmt | For | Against | Against | Against |
Trinseo S.A. | TSE | 06/19/2019 | L9340P101 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Gold Resource Corporation | GORO | 06/20/2019 | 38068T105 | Elect Director Bill M. Conrad | Mgmt | For | For | For | For |
Gold Resource Corporation | GORO | 06/20/2019 | 38068T105 | Elect Director Jason D. Reid | Mgmt | For | For | For | For |
Gold Resource Corporation | GORO | 06/20/2019 | 38068T105 | Elect Director Alex G. Morrison | Mgmt | For | For | For | For |
Gold Resource Corporation | GORO | 06/20/2019 | 38068T105 | Elect Director Kimberly C. Perry | Mgmt | For | For | For | For |
Gold Resource Corporation | GORO | 06/20/2019 | 38068T105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Gold Resource Corporation | GORO | 06/20/2019 | 38068T105 | Ratify Plante Moran PLLC as Auditors | Mgmt | For | For | For | For |
Fuller & Thaler Behavioral Small-Cap Growth Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Institution Account(s): Fuller & Thaler Behavioral Small Cap Growth Fund
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director John M. Gibbons | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director Nelson C. Chan | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director Cynthia (Cindy) L. Davis | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director Michael F. Devine, III | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director William L. McComb | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director David Powers | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director James Quinn | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director Lauri M. Shanahan | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director Brian A. Spaly | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Elect Director Bonita C. Stewart | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Deckers Outdoor Corp. | DECK | 09/14/2018 | 243537107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director Strauss Zelnick | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director Michael Dornemann | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director J Moses | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director Michael Sheresky | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director LaVerne Srinivasan | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director Susan Tolson | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Elect Director Paul Viera | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Take-Two Interactive Software, Inc. | TTWO | 09/21/2018 | 874054109 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director Doyle N. Beneby | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director Gary D. Burnison | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director William R. Floyd | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director Christina A. Gold | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director Jerry P. Leamon | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director Angel R. Martinez | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director Debra J. Perry | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Elect Director George T. Shaheen | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Provide Right to Call Special Meeting | Mgmt | For | For | For | For |
Korn/Ferry International | KFY | 09/26/2018 | 500643200 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Cardiovascular Systems, Inc. | CSII | 11/14/2018 | 141619106 | Elect Director Scott Bartos | Mgmt | For | For | For | For |
Cardiovascular Systems, Inc. | CSII | 11/14/2018 | 141619106 | Elect Director Edward Brown | Mgmt | For | For | For | For |
Cardiovascular Systems, Inc. | CSII | 11/14/2018 | 141619106 | Elect Director Augustine Lawlor | Mgmt | For | For | For | For |
Cardiovascular Systems, Inc. | CSII | 11/14/2018 | 141619106 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Cardiovascular Systems, Inc. | CSII | 11/14/2018 | 141619106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Hortonworks, Inc. | HDP | 12/28/2018 | 440894103 | Approve Merger Agreement | Mgmt | For | For | For | For |
Hortonworks, Inc. | HDP | 12/28/2018 | 440894103 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
SendGrid, Inc. | SEND | 01/30/2019 | 816883102 | Approve Merger Agreement | Mgmt | For | For | For | For |
SendGrid, Inc. | SEND | 01/30/2019 | 816883102 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | For |
SendGrid, Inc. | SEND | 01/30/2019 | 816883102 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Axon Enterprise, Inc. | AAXN | 02/12/2019 | 05464C101 | Approve Omnibus Stock Plan | Mgmt | For | Against | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Vincent K. McMahon | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director George A. Barrios | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Michelle D. Wilson | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Stephanie McMahon Levesque | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Paul "Triple H" Levesque | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Stuart U. Goldfarb | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Patricia A. Gottesman | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Laureen Ong | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Robyn W. Peterson | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Frank A. Riddick, III | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Man Jit Singh | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Jeffrey R. Speed | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Elect Director Alan M. Wexler | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
World Wrestling Entertainment, Inc. | WWE | 04/18/2019 | 98156Q108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
The Trade Desk, Inc. | TTD | 04/30/2019 | 88339J105 | Elect Director Lise J. Buyer | Mgmt | For | For | For | For |
The Trade Desk, Inc. | TTD | 04/30/2019 | 88339J105 | Elect Director Kathryn E. Falberg | Mgmt | For | Withhold | Withhold | Against |
The Trade Desk, Inc. | TTD | 04/30/2019 | 88339J105 | Elect Director David B. Wells | Mgmt | For | Withhold | Withhold | Against |
The Trade Desk, Inc. | TTD | 04/30/2019 | 88339J105 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
The Trade Desk, Inc. | TTD | 04/30/2019 | 88339J105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
BioTelemetry, Inc. | BEAT | 05/02/2019 | 090672106 | Elect Director Tiffany Olson | Mgmt | For | For | For | For |
BioTelemetry, Inc. | BEAT | 05/02/2019 | 090672106 | Elect Director Stephan Rietiker | Mgmt | For | For | For | For |
BioTelemetry, Inc. | BEAT | 05/02/2019 | 090672106 | Elect Director Rebecca W. Rimel | Mgmt | For | For | For | For |
BioTelemetry, Inc. | BEAT | 05/02/2019 | 090672106 | Elect Director Robert J. Rubin | Mgmt | For | For | For | For |
BioTelemetry, Inc. | BEAT | 05/02/2019 | 090672106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
BioTelemetry, Inc. | BEAT | 05/02/2019 | 090672106 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
AMC Entertainment Holdings, Inc. | AMC | 05/03/2019 | 00165C104 | Elect Director Adam M. Aron | Mgmt | For | Withhold | Withhold | Against |
AMC Entertainment Holdings, Inc. | AMC | 05/03/2019 | 00165C104 | Elect Director Lee E. Wittlinger | Mgmt | For | For | For | For |
AMC Entertainment Holdings, Inc. | AMC | 05/03/2019 | 00165C104 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
AMC Entertainment Holdings, Inc. | AMC | 05/03/2019 | 00165C104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
CarGurus, Inc. | CARG | 05/07/2019 | 141788109 | Elect Director Steven Conine | Mgmt | For | For | For | For |
CarGurus, Inc. | CARG | 05/07/2019 | 141788109 | Elect Director Stephen Kaufer | Mgmt | For | Withhold | Withhold | Against |
CarGurus, Inc. | CARG | 05/07/2019 | 141788109 | Elect Director Anastasios Parafestas | Mgmt | For | Withhold | Withhold | Against |
CarGurus, Inc. | CARG | 05/07/2019 | 141788109 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
CarGurus, Inc. | CARG | 05/07/2019 | 141788109 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director Ellen Carnahan | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director Daniel R. Feehan | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director David Fisher | Mgmt | For | For | For | For |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director William M. Goodyear | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director James A. Gray | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director Gregg A. Kaplan | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director Mark P. McGowan | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Elect Director Mark A. Tebbe | Mgmt | For | Withhold | Withhold | Against |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Enova International, Inc. | ENVA | 05/07/2019 | 29357K103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Jerry C. Atkin | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director W. Steve Albrecht | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Russell A. Childs | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Henry J. Eyring | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Meredith S. Madden | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Ronald J. Mittelstaedt | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Andrew C. Roberts | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Keith E. Smith | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director Steven F. Udvar-Hazy | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Elect Director James L. Welch | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Sky West, Inc. | SKYW | 05/07/2019 | 830879102 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Dril-Quip, Inc. | DRQ | 05/14/2019 | 262037104 | Elect Director Alexander P. Shukis | Mgmt | For | For | For | For |
Dril-Quip, Inc. | DRQ | 05/14/2019 | 262037104 | Elect Director Terence B. Jupp | Mgmt | For | For | For | For |
Dril-Quip, Inc. | DRQ | 05/14/2019 | 262037104 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Dril-Quip, Inc. | DRQ | 05/14/2019 | 262037104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Spirit Airlines, Inc. | SAVE | 05/14/2019 | 848577102 | Elect Director Carlton D. Donaway | Mgmt | For | For | For | For |
Spirit Airlines, Inc. | SAVE | 05/14/2019 | 848577102 | Elect Director H. McIntyre Gardner | Mgmt | For | For | For | For |
Spirit Airlines, Inc. | SAVE | 05/14/2019 | 848577102 | Elect Director Myrna M. Soto | Mgmt | For | For | For | For |
Spirit Airlines, Inc. | SAVE | 05/14/2019 | 848577102 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Spirit Airlines, Inc. | SAVE | 05/14/2019 | 848577102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director John E. Caldwell | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director Nora M. Denzel | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director Mark Durcan | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director Joseph A. Householder | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director John W. Marren | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director Lisa T. Su | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Elect Director Abhi Y. Talwalkar | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Advanced Micro Devices, Inc. | AMD | 05/15/2019 | 007903107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Acacia Communications, Inc. | ACIA | 05/16/2019 | 00401C108 | Elect Director Peter Y. Chung | Mgmt | For | Withhold | Withhold | Against |
Acacia Communications, Inc. | ACIA | 05/16/2019 | 00401C108 | Elect Director John Ritchie | Mgmt | For | Withhold | Withhold | Against |
Acacia Communications, Inc. | ACIA | 05/16/2019 | 00401C108 | Elect Director Vincent T. Roche | Mgmt | For | Withhold | Withhold | Against |
Acacia Communications, Inc. | ACIA | 05/16/2019 | 00401C108 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Acacia Communications, Inc. | ACIA | 05/16/2019 | 00401C108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director W. Douglas Brown | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director Carey Chen | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director Jillian C. Evanko | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director Steven W. Krablin | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director Michael L. Molinini | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director Elizabeth G. Spomer | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Elect Director David M. Sagehorn | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Chart Industries, Inc. | GTLS | 05/22/2019 | 16115Q308 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Insperity, Inc. | NSP | 05/22/2019 | 45778Q107 | Elect Director Randall Mehl | Mgmt | For | For | For | For |
Insperity, Inc. | NSP | 05/22/2019 | 45778Q107 | Elect Director John M. Morphy | Mgmt | For | For | For | For |
Insperity, Inc. | NSP | 05/22/2019 | 45778Q107 | Elect Director Richard G. Rawson | Mgmt | For | For | For | For |
Insperity, Inc. | NSP | 05/22/2019 | 45778Q107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Insperity, Inc. | NSP | 05/22/2019 | 45778Q107 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Roku, Inc. | ROKU | 05/22/2019 | 77543R102 | Elect Director Ravi Ahuja | Mgmt | For | Withhold | Withhold | Against |
Roku, Inc. | ROKU | 05/22/2019 | 77543R102 | Elect Director Jeffrey Hastings | Mgmt | For | Withhold | Withhold | Against |
Roku, Inc. | ROKU | 05/22/2019 | 77543R102 | Elect Director Ray Rothrock | Mgmt | For | Withhold | Withhold | Against |
Roku, Inc. | ROKU | 05/22/2019 | 77543R102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Roku, Inc. | ROKU | 05/22/2019 | 77543R102 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Roku, Inc. | ROKU | 05/22/2019 | 77543R102 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Emergent BioSolutions Inc. | EBS | 05/23/2019 | 29089Q105 | Elect Director Fuad El-Hibri | Mgmt | For | For | For | For |
Emergent BioSolutions Inc. | EBS | 05/23/2019 | 29089Q105 | Elect Director Ronald B. Richard | Mgmt | For | For | For | For |
Emergent BioSolutions Inc. | EBS | 05/23/2019 | 29089Q105 | Elect Director Kathryn C. Zoon | Mgmt | For | For | For | For |
Emergent BioSolutions Inc. | EBS | 05/23/2019 | 29089Q105 | Elect Director Seamus Mulligan | Mgmt | For | For | For | For |
Emergent BioSolutions Inc. | EBS | 05/23/2019 | 29089Q105 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Emergent BioSolutions Inc. | EBS | 05/23/2019 | 29089Q105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director Kenneth C. Aldrich | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director J. Chris Brewster | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director Glinda Bridgforth Hodges | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director Rajeev V. Date | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director Saturnino "Nino" Fanlo | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director William I. Jacobs | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director George T. Shaheen | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Elect Director Steven W. Streit | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Green Dot Corporation | GDOT | 05/23/2019 | 39304D102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Skechers U.S.A., Inc. | SKX | 05/23/2019 | 830566105 | Elect Director Michael Greenberg | Mgmt | For | Withhold | Withhold | Against |
Skechers U.S.A., Inc. | SKX | 05/23/2019 | 830566105 | Elect Director David Weinberg | Mgmt | For | Withhold | Withhold | Against |
Skechers U.S.A., Inc. | SKX | 05/23/2019 | 830566105 | Elect Director Jeffrey Greenberg | Mgmt | For | Withhold | Withhold | Against |
Skechers U.S.A., Inc. | SKX | 05/23/2019 | 830566105 | Report on Plans to Increase Board Diversity | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Five9, Inc. | FIVN | 05/28/2019 | 338307101 | Elect Director Jack Acosta | Mgmt | For | Withhold | Withhold | Against |
Five9, Inc. | FIVN | 05/28/2019 | 338307101 | Elect Director Rowan Trollope | Mgmt | For | Withhold | Withhold | Against |
Five9, Inc. | FIVN | 05/28/2019 | 338307101 | Elect Director David S. Welsh | Mgmt | For | Withhold | Withhold | Against |
Five9, Inc. | FIVN | 05/28/2019 | 338307101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Five9, Inc. | FIVN | 05/28/2019 | 338307101 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Hostess Brands, Inc. | TWNK | 05/30/2019 | 44109J106 | Elect Director C. Dean Metropoulos | Mgmt | For | Withhold | Withhold | Against |
Hostess Brands, Inc. | TWNK | 05/30/2019 | 44109J106 | Elect Director Laurence Bodner | Mgmt | For | Withhold | Withhold | Against |
Hostess Brands, Inc. | TWNK | 05/30/2019 | 44109J106 | Elect Director Neil P. DeFeo | Mgmt | For | Withhold | Withhold | Against |
Hostess Brands, Inc. | TWNK | 05/30/2019 | 44109J106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Hostess Brands, Inc. | TWNK | 05/30/2019 | 44109J106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Etsy, Inc. | ETSY | 06/04/2019 | 29786A106 | Elect Director Jonathan D. Klein | Mgmt | For | Withhold | Withhold | Against |
Etsy, Inc. | ETSY | 06/04/2019 | 29786A106 | Elect Director Margaret M. Smyth | Mgmt | For | Withhold | Withhold | Against |
Etsy, Inc. | ETSY | 06/04/2019 | 29786A106 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Etsy, Inc. | ETSY | 06/04/2019 | 29786A106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Brenda J. Bacon | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Mark S. Bartlett | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Claudio Costamagna | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Vernon Ellis | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Nicholas C. Fanandakis | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Steven H. Gunby | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Gerard E. Holthaus | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Elect Director Laureen E. Seeger | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
FTI Consulting, Inc. | FCN | 06/05/2019 | 302941109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Sarepta Therapeutics, Inc. | SRPT | 06/06/2019 | 803607100 | Elect Director Richard J. Barry | Mgmt | For | For | For | For |
Sarepta Therapeutics, Inc. | SRPT | 06/06/2019 | 803607100 | Elect Director M. Kathleen Behrens | Mgmt | For | For | For | For |
Sarepta Therapeutics, Inc. | SRPT | 06/06/2019 | 803607100 | Elect Director Claude Nicaise | Mgmt | For | For | For | For |
Sarepta Therapeutics, Inc. | SRPT | 06/06/2019 | 803607100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Sarepta Therapeutics, Inc. | SRPT | 06/06/2019 | 803607100 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Sarepta Therapeutics, Inc. | SRPT | 06/06/2019 | 803607100 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Julie D. Klapstein | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Paul B. Kusserow | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Richard A. Lechleiter | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Jake L. Netterville | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Bruce D. Perkins | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Jeffrey A. Rideout | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Elect Director Donald A. Washburn | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Amedisys, Inc. | AMED | 06/07/2019 | 023436108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Workiva Inc. | WK | 06/11/2019 | 98139A105 | Elect Director Brigid A. Bonner | Mgmt | For | For | For | For |
Workiva Inc. | WK | 06/11/2019 | 98139A105 | Elect Director Suku Radia | Mgmt | For | Against | Against | Against |
Workiva Inc. | WK | 06/11/2019 | 98139A105 | Elect Director Martin J. Vanderploeg | Mgmt | For | Against | Against | Against |
Workiva Inc. | WK | 06/11/2019 | 98139A105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Workiva Inc. | WK | 06/11/2019 | 98139A105 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Workiva Inc. | WK | 06/11/2019 | 98139A105 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director Gustavo "Gus" Antorcha | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director Ronald Bension | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director William Gray | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director Yoshikazu Maruyama | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director Thomas E. Moloney | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director Scott I. Ross | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Elect Director Yongli Wang *Withdrawn Resolution* | Mgmt | ||||
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
SeaWorld Entertainment, Inc. | SEAS | 06/12/2019 | 81282V100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Victor L. Crawford | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Hamish A. Dodds | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Michael J. Griffith | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Jonathan S. Halkyard | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Brian A. Jenkins | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Stephen M. King | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Patricia H. Mueller | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Kevin M. Sheehan | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Elect Director Jennifer Storms | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Dave & Buster's Entertainment, Inc. | PLAY | 06/13/2019 | 238337109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Kimberly J. Popovits | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Felix J. Baker | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Julian C. Baker | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Fred E. Cohen | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Barry P. Flannelly | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Henry J. Fuchs | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Ginger L. Graham | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Elect Director Geoffrey M. Parker | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Genomic Health, Inc. | GHDX | 06/13/2019 | 37244C101 | Adopt Simple Majority Vote | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Elect Director Brian E. Mueller | Mgmt | For | For | For | For |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Elect Director Sara R. Dial | Mgmt | For | For | For | For |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Elect Director Jack A. Henry | Mgmt | For | For | For | For |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Elect Director Kevin F. Warren | Mgmt | For | For | For | For |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Elect Director David J. Johnson | Mgmt | For | For | For | For |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Grand Canyon Education, Inc. | LOPE | 06/13/2019 | 38526M106 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Elect Director Douglas A. Roeder | Mgmt | For | For | For | For |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Elect Director John F. Sheridan | Mgmt | For | For | For | For |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Elect Director Richard P. Valencia | Mgmt | For | For | For | For |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Tandem Diabetes Care, Inc. | TNDM | 06/18/2019 | 875372203 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Twilio Inc. | TWLO | 06/18/2019 | 90138F102 | Elect Director Elena Donio | Mgmt | For | Withhold | Withhold | Against |
Twilio Inc. | TWLO | 06/18/2019 | 90138F102 | Elect Director Donna L. Dubinsky | Mgmt | For | For | For | For |
Twilio Inc. | TWLO | 06/18/2019 | 90138F102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Twilio Inc. | TWLO | 06/18/2019 | 90138F102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Proxy (White Proxy Card) | Mgmt | ||||
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Gary L. Carano | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Bonnie Biumi | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Frank J. Fahrenkopf | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director James B. Hawkins | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Gregory J. Kozicz | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Michael E. Pegram | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Thomas R. Reeg | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director David P. Tomick | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Elect Director Roger P. Wagner | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Amend Omnibus Stock Plan | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Opt Out of Nevada Acquisition of Controlling Interest Statute | SH | Against | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Opt Out of Nevada Combinations with Interest Stockholders Statute | SH | Against | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Adopt Simple Majority Vote | SH | Against | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Submit Shareholder Rights Plan (Poison Pill) to Shareholder Vote | SH | Against | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Require a Majority Vote for the Election of Directors | SH | Against | Do Not Vote | Do Not Vote | Against |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Dissident Proxy (Blue Proxy Card) | Mgmt | ||||
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Gary L. Carano | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Bonnie Biumi | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Frank J. Fahrenkopf | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee James B. Hawkins | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Gregory J. Kozicz | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Michael E. Pegram | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Thomas R. Reeg | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee David P. Tomick | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Management Nominee Roger P. Wagner | SH | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Ratify Ernst & Young LLP as Auditor | Mgmt | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Amend Omnibus Stock Plan | Mgmt | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | None | For | For | N/A |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Opt Out of Nevada Acquisition of Controlling Interest Statute | SH | For | For | For | For |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Opt Out of Nevada Combinations with Interest Stockholders Statute | SH | For | For | For | For |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Adopt Simple Majority Vote | SH | For | For | For | For |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Submit Shareholder Rights Plan (Poison Pill) to Shareholder Vote | SH | For | For | For | For |
Eldorado Resorts, Inc. | ERI | 06/19/2019 | 28470R102 | Require a Majority Vote for the Election of Directors | SH | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director Stephen C. Farrell | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director Caren Mason | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director John C. Moore | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director Louis E. Silverman | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director William P. Wall | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Approve Remuneration of Non-Employee Directors | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Robert Hagerty | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Marv Tseu | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Joe Burton | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Frank Baker | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Kathy Crusco | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Brian Dexheimer | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Gregg Hammann | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director John Hart | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Guido Jouret | Mgmt | For | Against | Against | Against |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Marshall Mohr | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Daniel Moloney | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For or Against Management |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director Robert J. Palmisano | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director David D. Stevens | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director Gary D. Blackford | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director J. Patrick Mackin | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director John L. Miclot | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director Kevin C. O'Boyle | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director Amy S. Paul | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director Richard F. Wallman | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Elect Director Elizabeth H. Weatherman | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Ratify KPMG N.V. as Auditor | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Adopt Financial Statements and Statutory Reports | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Approve Discharge of Management Board | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Authorize Board to Issue Shares | Mgmt | For | Against | Against | Against |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Mgmt | For | Against | Against | Against |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Wright Medical Group N.V. | WMGI | 06/28/2019 | N96617118 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Fuller & Thaler Behavioral Mid-Cap Value Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Institution Account(s): Fuller & Thaler Behavioral Mid Cap Value Fund
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Celanese Corp. | CE | 09/17/2018 | 150870103 | Amend Certificate of Incorporation to Eliminate Series B Common Stock and to Redesignate Series A as Common Stock | Mgmt | For | For | For | For |
Celanese Corp. | CE | 09/17/2018 | 150870103 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Donaldson Co., Inc. | DCI | 11/30/2018 | 257651109 | Elect Director Andrew Cecere | Mgmt | For | For | For | For |
Donaldson Co., Inc. | DCI | 11/30/2018 | 257651109 | Elect Director James J. Owens | Mgmt | For | For | For | For |
Donaldson Co., Inc. | DCI | 11/30/2018 | 257651109 | Elect Director Trudy A. Rautio | Mgmt | For | For | For | For |
Donaldson Co., Inc. | DCI | 11/30/2018 | 257651109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Donaldson Co., Inc. | DCI | 11/30/2018 | 257651109 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Centene Corp. | CNC | 01/28/2019 | 15135B101 | Increase Authorized Common Stock | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Eric J. Foss | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Pierre-Olivier Beckers-Vieujant | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Lisa G. Bisaccia | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Calvin Darden | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Richard W. Dreiling | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Irene M. Esteves | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Daniel J. Heinrich | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Patricia B. Morrison | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director John A. Quelch | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Election Director Stephen I. Sadove | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Aramark | ARMK | 01/30/2019 | 03852U106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Robert A. Minicucci | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Julian A. Brodsky | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Adrian Gardner | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Eli Gelman | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director James S. Kahan | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Richard T.C. LeFave | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Ariane de Rothschild | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Shuky Sheffer | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Rafael de la Vega | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Elect Director Giora Yaron | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Approve Dividends | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | For |
Amdocs Ltd. | DOX | 01/31/2019 | G02602103 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Idalene F. Kesner | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Carl J. (Rick) Rickertsen | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Thomas E. Salmon | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Paula A. Sneed | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Robert A. Steele | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Stephen E. Sterrett | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Elect Director Scott B. Ullem | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Advisory Vote on Say on Pay Frequency | Mgmt | Three Years | One Year | One Year | Against |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Provide Right to Call Special Meeting | Mgmt | For | For | For | For |
Berry Global Group, Inc. | BERY | 03/06/2019 | 08579W103 | Amend Bylaws to Call Special Meetings | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Jean Blackwell | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Pierre Cohade | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Michael E. Daniels | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Juan Pablo del Valle Perochena | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Gretchen R. Haggerty | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Simone Menne | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director George R. Oliver | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Jurgen Tinggren | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director Mark Vergnano | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director R. David Yost | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Elect Director John D. Young | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Authorize Board to Fix Remuneration of Auditors | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Authorize Market Purchases of Company Shares | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Approve the Directors' Authority to Allot Shares | Mgmt | For | For | For | For |
Johnson Controls International Plc | JCI | 03/06/2019 | G51502105 | Approve the Disapplication of Statutory Pre-Emption Rights | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Brent D. Baird | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director C. Angela Bontempo | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Robert T. Brady | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director T. Jefferson Cunningham, III | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Gary N. Geisel | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Richard S. Gold | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Richard A. Grossi | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director John D. Hawke, Jr. | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Rene F. Jones | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Richard H. Ledgett, Jr. | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Newton P.S. Merrill | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Kevin J. Pearson | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Melinda R. Rich | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Robert E. Sadler, Jr. | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Denis J. Salamone | Mgmt | For | Withhold | Withhold | Against |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director John R. Scannell | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director David S. Scharfstein | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Elect Director Herbert L. Washington | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
M&T Bank Corporation | MTB | 04/16/2019 | 55261F104 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Samuel R. Allen | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Marc R. Bitzer | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Greg Creed | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Gary T. DiCamillo | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Diane M. Dietz | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Gerri T. Elliott | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Michael F. Johnston | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director John D. Liu | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director James M. Loree | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Harish Manwani | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director William D. Perez | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Larry O. Spencer | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Elect Director Michael D. White | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Whirlpool Corporation | WHR | 04/16/2019 | 963320106 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Elect Director Earl H. Devanny, III | Mgmt | For | For | For | For |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Elect Director Benjamin F. Rassieur, III | Mgmt | For | For | For | For |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Elect Director Todd R. Schnuck | Mgmt | For | For | For | For |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Elect Director Andrew C. Taylor | Mgmt | For | For | For | For |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Commerce Bancshares, Inc. (Missouri) | CBSH | 04/17/2019 | 200525103 | Increase Authorized Common Stock | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Kerrii B. Anderson | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Arthur F. Anton | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Jeff M. Fettig | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director David F. Hodnik | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Richard J. Kramer | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Susan J. Kropf | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director John G. Morikis | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Christine A. Poon | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director John M. Stropki | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Michael H. Thaman | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Matthew Thornton, III | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Elect Director Steven H. Wunning | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
The Sherwin-Williams Company | SHW | 04/17/2019 | 824348106 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director Jean S. Blackwell | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director William M. Brown | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director Edward G. Galante | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director Kathryn M. Hill | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director David F. Hoffmeister | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director Jay V. Ihlenfeld | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director Marc C. Rohr | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director Kim K. W. Rucker | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Elect Director John K. Wulff | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Celanese Corporation | CE | 04/18/2019 | 150870103 | Amend Certificate of Incorporation to Provide Directors May Be Removed With or Without Cause | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Centene Corporation | CNC | 04/23/2019 | 15135B101 | Elect Director Orlando Ayala | Mgmt | For | For | For | For |
Centene Corporation | CNC | 04/23/2019 | 15135B101 | Elect Director John R. Roberts | Mgmt | For | For | For | For |
Centene Corporation | CNC | 04/23/2019 | 15135B101 | Elect Director Tommy G. Thompson | Mgmt | For | For | For | For |
Centene Corporation | CNC | 04/23/2019 | 15135B101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Centene Corporation | CNC | 04/23/2019 | 15135B101 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Centene Corporation | CNC | 04/23/2019 | 15135B101 | Report on Political Contributions | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Kenneth A. Burdick | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director John C. Compton | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Wendy P. Davidson | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Mark A. Emkes | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Peter N. Foss | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Corydon J. Gilchrist | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director D. Bryan Jordan | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Scott M. Niswonger | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Vicki R. Palmer | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Colin V. Reed | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Cecelia D. Stewart | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Rajesh Subramaniam | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director R. Eugene Taylor | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Elect Director Luke Yancy, III | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
First Horizon National Corp. (Tennessee) | FHN | 04/23/2019 | 320517105 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Ronald L. Havner, Jr. | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Tamara Hughes Gustavson | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Uri P. Harkham | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Leslie S. Heisz | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director B. Wayne Hughes, Jr. | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Avedick B. Poladian | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Gary E. Pruitt | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director John Reyes | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Joseph D. Russell, Jr. | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Ronald P. Spogli | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Elect Director Daniel C. Staton | Mgmt | For | For | For | For |
Public Storage | PSA | 04/24/2019 | 74460D109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Public Storage | PSA | 04/24/2019 | 74460D109 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director John W. Conway | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Timothy J. Donahue | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Andrea J. Funk | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Rose Lee | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director William G. Little | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Hans J. Loliger | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director James H. Miller | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Josef M. Muller | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Caesar F. Sweitzer | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director Jim L. Turner | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Elect Director William S. Urkiel | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Crown Holdings, Inc. | CCK | 04/25/2019 | 228368106 | Require Independent Board Chairman | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Jeanne Beliveau-Dunn | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Michael C. Camunez | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Vanessa C.L. Chang | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director James T. Morris | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Timothy T. O'Toole | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Pedro J. Pizarro | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Linda G. Stuntz | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director William P. Sullivan | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Ellen O. Tauscher | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Peter J. Taylor | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Keith Trent | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Elect Director Brett White -Withdrawn Resolution | Mgmt | ||||
Edison International | EIX | 04/25/2019 | 281020107 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Edison International | EIX | 04/25/2019 | 281020107 | Amend Proxy Access Right | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director David C. Adams | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Karen L. Daniel | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Ruth Ann M. Gillis | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director James P. Holden | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Nathan J. Jones | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Henry W. Knueppel | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director W. Dudley Lehman | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Nicholas T. Pinchuk | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Gregg M. Sherrill | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Elect Director Donald J. Stebbins | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Snap-on Incorporated | SNA | 04/25/2019 | 833034101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Charles E. Adair | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Linda L. Addison | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Marilyn A. Alexander | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Cheryl D. Alston | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Jane M. Buchan | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Gary L. Coleman | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Larry M. Hutchison | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Robert W. Ingram | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Steven P. Johnson | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Darren M. Rebelez | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Lamar C. Smith | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Elect Director Mary E. Thigpen | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Torchmark Corporation | TMK | 04/25/2019 | 891027104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Jon E. Barfield | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Deborah H. Butler | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Kurt L. Darrow | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Stephen E. Ewing | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director William D. Harvey | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Patricia K. Poppe | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director John G. Russell | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Suzanne F. Shank | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Myrna M. Soto | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director John G. Sznewajs | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Elect Director Laura H. Wright | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
CMS Energy Corporation | CMS | 05/03/2019 | 125896100 | Report on Political Contributions Disclosure | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Thomas J. Barrack, Jr. | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Douglas Crocker, II | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Nancy A. Curtin | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Jon A. Fosheim | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Craig M. Hatkoff | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Justin E. Metz | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Raymond C. Mikulich | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director George G. C. Parker | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director Charles W. Schoenherr | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director John A. Somers | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Elect Director John L. Steffens | Mgmt | For | For | For | For |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Colony Capital, Inc. | CLNY | 05/07/2019 | 19626G108 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Bridget Ryan Berman | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Patrick D. Campbell | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director James R. Craigie | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Debra A. Crew | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Brett M. Icahn | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Gerardo I. Lopez | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Courtney R. Mather | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Michael B. Polk | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Judith A. Sprieser | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Robert A. Steele | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Steven J. Strobel | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Elect Director Michael A. Todman | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Provide Right to Act by Written Consent | Mgmt | For | For | For | For |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Amend Proxy Access Right | SH | Against | For | For | Against |
Newell Brands Inc. | NWL | 05/07/2019 | 651229106 | Prepare Employment Diversity Report | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director David O'Reilly | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Larry O'Reilly | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Rosalie O'Reilly Wooten | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Greg Henslee | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Jay D. Burchfield | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Thomas T. Hendrickson | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director John R. Murphy | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Dana M. Perlman | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Andrea M. Weiss | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Francisco L. Borges | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director G. Lawrence Buhl | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Dominic J. Frederico | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Bonnie L. Howard | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Thomas W. Jones | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Patrick W. Kenny | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Alan J. Kreczko | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Simon W. Leathes | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Michael T. O'Kane | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Director Yukiko Omura | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Howard W. Albert as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Russell B. Brewer, II as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Gary Burnet as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Ling Chow as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Elect Walter A. Scott as Director of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Assured Guaranty Ltd. | AGO | 05/08/2019 | G0585R106 | Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Elect Director Julie Fasone Holder | Mgmt | For | For | For | For |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Elect Director Diane H. Gulyas | Mgmt | For | For | For | For |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Elect Director Jeffry N. Quinn | Mgmt | For | For | For | For |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Elect Director Henry R. Slack | Mgmt | For | For | For | For |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Elect Director Kathleen G. Reiland | Mgmt | For | For | For | For |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
W.R. Grace & Co. | GRA | 05/08/2019 | 38388F108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
AMETEK, Inc. | AME | 05/09/2019 | 031100100 | Elect Director Ruby R. Chandy | Mgmt | For | For | For | For |
AMETEK, Inc. | AME | 05/09/2019 | 031100100 | Elect Director Steven W. Kohlhagen | Mgmt | For | For | For | For |
AMETEK, Inc. | AME | 05/09/2019 | 031100100 | Elect Director David A. Zapico | Mgmt | For | For | For | For |
AMETEK, Inc. | AME | 05/09/2019 | 031100100 | Adopt Majority Voting for Uncontested Election of Directors | Mgmt | For | For | For | For |
AMETEK, Inc. | AME | 05/09/2019 | 031100100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
AMETEK, Inc. | AME | 05/09/2019 | 031100100 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director Kerrii B. Anderson | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director Jean-Luc Belingard | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director D. Gary Gilliland | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director David P. King | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director Garheng Kong | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director Peter M. Neupert | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director Richelle P. Parham | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director Adam H. Schechter | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Elect Director R. Sanders Williams | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Laboratory Corporation of America Holdings | LH | 05/09/2019 | 50540R409 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director K. Bruce Connell | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Thomas S. Gayner | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Stewart M. Kasen | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Alan I. Kirshner | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Diane Leopold | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Lemuel E. Lewis | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Anthony F. Markel | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Steven A. Markel | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Darrell D. Martin | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Michael O'Reilly | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Michael J. Schewel | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Richard R. Whitt, III | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Elect Director Debora J. Wilson | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Markel Corporation | MKL | 05/13/2019 | 570535104 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director James F. Albaugh | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director Amy E. Alving | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director Christopher L. Ayers | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director Elmer L. Doty | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director Rajiv L. Gupta | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director Sean O. Mahoney | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director David J. Miller | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director E. Stanley O'Neal | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director John C. Plant | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Elect Director Ulrich R. Schmidt | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Arconic Inc. | ARNC | 05/14/2019 | 03965L100 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director John F. Bergstrom | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Brad W. Buss | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director John F. Ferraro | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Thomas R. Greco | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Jeffrey J. Jones, II | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Adriana Karaboutis | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Eugene I. Lee, Jr. | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Sharon L. McCollam | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Douglas A. Pertz | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Jeffrey C. Smith | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Elect Director Nigel Travis | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Advance Auto Parts, Inc. | AAP | 05/15/2019 | 00751Y106 | Provide Right to Act by Written Consent | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director James M. Taylor, Jr. | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director John G. Schreiber | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director Michael Berman | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director Julie Bowerman | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director Sheryl M. Crosland | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director Thomas W. Dickson | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director Daniel B. Hurwitz | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director William D. Rahm | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Elect Director Gabrielle Sulzberger | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Brixmor Property Group Inc. | BRX | 05/15/2019 | 11120U105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director Dominic J. Addesso | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director John J. Amore | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director William F. Galtney, Jr. | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director John A. Graf | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director Gerri Losquadro | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director Roger M. Singer | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director Joseph V. Taranto | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Elect Director John A. Weber | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Everest Re Group, Ltd. | RE | 05/15/2019 | G3223R108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Luis Aranguren-Trellez | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director David B. Fischer | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Paul Hanrahan | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Rhonda L. Jordan | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Gregory B. Kenny | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Barbara A. Klein | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Victoria J. Reich | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Jorge A. Uribe | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director Dwayne A. Wilson | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Elect Director James P. Zallie | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Ingredion Incorporated | INGR | 05/15/2019 | 457187102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Donald E. Brandt | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Denis A. Cortese | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Richard P. Fox | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Michael L. Gallagher | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Dale E. Klein | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Humberto S. Lopez | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Kathryn L. Munro | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Bruce J. Nordstrom | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director Paula J. Sims | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director James E. Trevathan, Jr. | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Elect Director David P. Wagener | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Pinnacle West Capital Corporation | PNW | 05/15/2019 | 723484101 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Verisk Analytics, Inc. | VRSK | 05/15/2019 | 92345Y106 | Elect Director Scott G. Stephenson | Mgmt | For | For | For | For |
Verisk Analytics, Inc. | VRSK | 05/15/2019 | 92345Y106 | Elect Director Andrew G. Mills | Mgmt | For | For | For | For |
Verisk Analytics, Inc. | VRSK | 05/15/2019 | 92345Y106 | Elect Director Constantine P. Iordanou | Mgmt | For | For | For | For |
Verisk Analytics, Inc. | VRSK | 05/15/2019 | 92345Y106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Verisk Analytics, Inc. | VRSK | 05/15/2019 | 92345Y106 | Ratify Deloitte and Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Elect Director Roger K. Newport | Mgmt | For | For | For | For |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Elect Director Jillian C. Evanko | Mgmt | For | For | For | For |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Elect Director John O. Larsen | Mgmt | For | For | For | For |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Elect Director Thomas F. O'Toole | Mgmt | For | For | For | For |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Alliant Energy Corp. | LNT | 05/16/2019 | 018802108 | Report on Political Contributions | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Edison C. Buchanan | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Andrew F. Cates | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Phillip A. Gobe | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Larry R. Grillot | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Stacy P. Methvin | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Royce W. Mitchell | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Frank A. Risch | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Scott D. Sheffield | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Mona K. Sutphen | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director J. Kenneth Thompson | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Phoebe A. Wood | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Elect Director Michael D. Wortley | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Pioneer Natural Resources Company | PXD | 05/16/2019 | 723787107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Lydia I. Beebe | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Lu M. Cordova | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Robert J. Druten | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Antonio O. Garza, Jr. | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director David Garza-Santos | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Mitchell J. Krebs | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Henry J. Maier | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Thomas A. McDonnell | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Patrick J. Ottensmeyer | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Manuel Kadre | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Tomago Collins | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Thomas W. Handley | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Jennifer M. Kirk | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Michael Larson | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Kim S. Pegula | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Ramon A. Rodriguez | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Donald W. Slager | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director James P. Snee | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director John M. Trani | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Sandra M. Volpe | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Elect Director Katharine B. Weymouth | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Republic Services, Inc. | RSG | 05/17/2019 | 760759100 | Report on Political Contributions | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Raymond P. Dolan | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Robert D. Hormats | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Gustavo Lara Cantu | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Grace D. Lieblein | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Craig Macnab | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director JoAnn A. Reed | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Pamela D.A. Reeve | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director David E. Sharbutt | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director James D. Taiclet | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Elect Director Samme L. Thompson | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Require Independent Board Chairman | SH | Against | Against | Against | For |
American Tower Corporation | AMT | 05/21/2019 | 03027X100 | Report on Political Contributions | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Joseph J. DeAngelo | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Patrick R. McNamee | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Scott D. Ostfeld | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Charles W. Peffer | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director James A. Rubright | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Lauren Taylor Wolfe | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Amend Nonqualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director James A. Attwood, Jr. | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director Guerrino De Luca | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director Karen M. Hoguet | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director David Kenny | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director Harish Manwani | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director Robert C. Pozen | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director David Rawlinson | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director Javier G. Teruel | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Elect Director Lauren Zalaznick | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Reappoint Ernst & Young LLP as UK Statutory Auditors | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Authorize the Audit Committee to Fix Remuneration of UK Statutory Auditor | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Approve Remuneration Report | Mgmt | For | For | For | For |
Nielsen Holdings plc | NLSN | 05/21/2019 | G6518L108 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Graphic Packaging Holding Company | GPK | 05/22/2019 | 388689101 | Elect Director Laurie Brlas | Mgmt | For | For | For | For |
Graphic Packaging Holding Company | GPK | 05/22/2019 | 388689101 | Elect Director David D. Campbell | Mgmt | For | For | For | For |
Graphic Packaging Holding Company | GPK | 05/22/2019 | 388689101 | Elect Director Robert A. Hagemann | Mgmt | For | For | For | For |
Graphic Packaging Holding Company | GPK | 05/22/2019 | 388689101 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Graphic Packaging Holding Company | GPK | 05/22/2019 | 388689101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Barry J. Alperin | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Gerald A. Benjamin | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Stanley M. Bergman | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director James P. Breslawski | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Paul Brons | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Shira Goodman | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Joseph L. Herring | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Kurt P. Kuehn | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Philip A. Laskawy | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Anne H. Margulies | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Mark E. Mlotek | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Steven Paladino | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Carol Raphael | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director E. Dianne Rekow | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Elect Director Bradley T. Sheares | Mgmt | For | Against | Against | Against |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Henry Schein, Inc. | HSIC | 05/22/2019 | 806407102 | Ratify BDO USA, LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Bruce D. Broussard | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Charles P. Cooley | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Gary M. Crosby | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Alexander M. Cutler | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director H. James Dallas | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Elizabeth R. Gile | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Ruth Ann M. Gillis | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director William G. Gisel, Jr. | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Carlton L. Highsmith | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Richard J. Hipple | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Kristen L. Manos | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Beth E. Mooney | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director Barbara R. Snyder | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Elect Director David K. Wilson | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Increase Authorized Common Stock | Mgmt | For | For | For | For |
KeyCorp | KEY | 05/23/2019 | 493267108 | Permit Board to Amend Bylaws Without Shareholder Consent | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Elect Director Joseph A. Onorato | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Elect Director William H. Runge, III | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Elect Director W. Christopher Wellborn | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Bonnie S. Biumi | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Frank A. Catalano, Jr. | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Robert G. Gifford | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Gerald M. Gorski | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Steven P. Grimes | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Richard P. Imperiale | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Peter L. Lynch | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Elect Director Thomas J. Sargeant | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Retail Properties of America, Inc. | RPAI | 05/23/2019 | 76131V202 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Margaret M. Keane | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Paget L. Alves | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Arthur W. Coviello, Jr. | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director William W. Graylin | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Roy A. Guthrie | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Richard C. Hartnack | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Jeffrey G. Naylor | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Laurel J. Richie | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Olympia J. Snowe | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Ellen M. Zane | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Warren F. Bryant | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Michael M. Calbert | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Sandra B. Cochran | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Patricia D. Fili-Krushel | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Timothy I. McGuire | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director William C. Rhodes, III | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Ralph E. Santana | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Elect Director Todd J. Vasos | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Dollar General Corporation | DG | 05/29/2019 | 256677105 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Mark S. Siegel | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Charles O. Buckner | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Tiffany (TJ) Thom Cepak | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Michael W. Conlon | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director William A. Hendricks, Jr. | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Curtis W. Huff | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Terry H. Hunt | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Elect Director Janeen S. Judah | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Patterson-UTI Energy, Inc. | PTEN | 06/06/2019 | 703481101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Shellye L. Archambeau | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Amy Woods Brinkley | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director John F. Fort, III | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director L. Neil Hunn | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Robert D. Johnson | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Robert E. Knowling, Jr. | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Wilbur J. Prezzano | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Laura G. Thatcher | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Richard F. Wallman | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Elect Director Christopher Wright | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Roper Technologies, Inc. | ROP | 06/10/2019 | 776696106 | Report on Political Contributions Disclosure | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Arnold S. Barron | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Gregory M. Bridgeford | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Thomas W. Dickson | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Conrad M. Hall | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Lemuel E. Lewis | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Jeffrey G. Naylor | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Gary M. Philbin | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Bob Sasser | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Thomas A. Saunders, III | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Stephanie P. Stahl | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Carrie A. Wheeler | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Thomas E. Whiddon | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Elect Director Carl P. Zeithaml | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Dollar Tree, Inc. | DLTR | 06/13/2019 | 256746108 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Richard L. Clemmer | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Robert P. DeRodes | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Deborah A. Farrington | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Michael D. Hayford | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Kurt P. Kuehn | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Linda Fayne Levinson | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Frank R. Martire | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Elect Director Matthew A. Thompson | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
NCR Corp. | NCR | 06/18/2019 | 62886E108 | Eliminate Supermajority Vote Requirement | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Antero Resources Corporation | AR | 06/19/2019 | 03674X106 | Elect Director Robert J. Clark | Mgmt | For | For | For | For |
Antero Resources Corporation | AR | 06/19/2019 | 03674X106 | Elect Director Benjamin A. Hardesty | Mgmt | For | For | For | For |
Antero Resources Corporation | AR | 06/19/2019 | 03674X106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Antero Resources Corporation | AR | 06/19/2019 | 03674X106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director Dan Bodner | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director John Egan | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director Stephen Gold | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director Penelope Herscher | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director William Kurtz | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director Richard Nottenburg | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director Howard Safir | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Elect Director Earl Shanks | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Verint Systems Inc. | VRNT | 06/20/2019 | 92343X100 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CommScope Holding Company, Inc. | COMM | 06/21/2019 | 20337X109 | Elect Director Marvin "Eddie" S. Edwards, Jr. | Mgmt | For | For | For | For |
CommScope Holding Company, Inc. | COMM | 06/21/2019 | 20337X109 | Elect Director Claudius "Bud" E. Watts, IV | Mgmt | For | For | For | For |
CommScope Holding Company, Inc. | COMM | 06/21/2019 | 20337X109 | Elect Director Timothy T. Yates | Mgmt | For | For | For | For |
CommScope Holding Company, Inc. | COMM | 06/21/2019 | 20337X109 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
CommScope Holding Company, Inc. | COMM | 06/21/2019 | 20337X109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
CommScope Holding Company, Inc. | COMM | 06/21/2019 | 20337X109 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Centene Corporation | CNC | 06/24/2019 | 15135B101 | Issue Shares in Connection with Merger | Mgmt | For | For | For | For |
Centene Corporation | CNC | 06/24/2019 | 15135B101 | Adjourn Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Peter J. Bensen | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Ronald E. Blaylock | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Sona Chawla | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Thomas J. Folliard | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Shira Goodman | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Robert J. Hombach | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director David W. McCreight | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director William D. Nash | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Pietro Satriano | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Marcella Shinder | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Elect Director Mitchell D. Steenrod | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
CarMax, Inc. | KMX | 06/25/2019 | 143130102 | Report on Political Contributions | SH | Against | For | For | Against |
Fuller & Thaler Behavioral Unconstrained Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Institution Account(s): Fuller & Thaler Behavioral Unconstrained Equity Fund
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Elect Director Richard S. Hill | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Elect Director Susan M. Whitney | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Phyllis L. Cothran | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Mark M. Gambill | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Bruce C. Gottwald | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Thomas E. Gottwald | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Patrick D. Hanley | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director H. Hiter Harris, III | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director James E. Rogers | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Douglas M. Baker, Jr. | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Shari L. Ballard | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Barbara J. Beck | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Leslie S. Biller | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Jeffrey M. Ettinger | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Arthur J. Higgins | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Michael Larson | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director David W. MacLennan | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Tracy B. McKibben | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Lionel L. Nowell, III | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Victoria J. Reich | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director Suzanne M. Vautrinot | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Elect Director John J. Zillmer | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Ecolab Inc. | ECL | 05/02/2019 | 278865100 | Require Independent Board Chairman | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director David O'Reilly | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Larry O'Reilly | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Rosalie O'Reilly Wooten | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Greg Henslee | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Jay D. Burchfield | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Thomas T. Hendrickson | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director John R. Murphy | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Dana M. Perlman | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Elect Director Andrea M. Weiss | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
O'Reilly Automotive, Inc. | ORLY | 05/07/2019 | 67103H107 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Fred Hu | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Joey Wat | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Muktesh "Micky" Pant | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Peter A. Bassi | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Christian L. Campbell | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Ed Yiu-Cheong Chan | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Edouard Ettedgui | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Cyril Han | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Louis T. Hsieh | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Ruby Lu | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Zili Shao | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director William Wang | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Ratify KPMG Huazhen LLP as Auditor | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Linda Baddour | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Michael J. Berendt | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Edward Conard | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Laurie H. Glimcher | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Gary E. Hendrickson | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Christopher A. Kuebler | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Christopher J. O'Connell | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Flemming Ornskov | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director JoAnn A. Reed | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Elect Director Thomas P. Salice | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Waters Corporation | WAT | 05/14/2019 | 941848103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director David W. Biegler | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director J. Veronica Biggins | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director Douglas H. Brooks | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director William H. Cunningham | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director John G. Denison | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director Thomas W. Gilligan | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director Gary C. Kelly | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director Grace D. Lieblein | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director Nancy B. Loeffler | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director John T. Montford | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Elect Director Ron Ricks | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Require Independent Board Chairman | SH | Against | Against | Against | For |
Southwest Airlines Co. | LUV | 05/15/2019 | 844741108 | Amend Proxy Access Right | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Jeffrey S. Edwards | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director David J. Mastrocola | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Justin E. Mirro | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Robert J. Remenar | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Sonya F. Sepahban | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Thomas W. Sidlik | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Matthew J. Simoncini | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Stephen A. Van Oss | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Molly P. Zhang | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Andrew H. Card, Jr. | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Erroll B. Davis, Jr. | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director William J. DeLaney | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director David B. Dillon | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Lance M. Fritz | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Deborah C. Hopkins | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Jane H. Lute | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Michael R. McCarthy | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Thomas F. McLarty, III | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Bhavesh V. Patel | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Elect Director Jose H. Villarreal | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Union Pacific Corporation | UNP | 05/16/2019 | 907818108 | Require Independent Board Chairman | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Michael Balmuth | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director K. Gunnar Bjorklund | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Michael J. Bush | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Norman A. Ferber | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Sharon D. Garrett | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Stephen D. Milligan | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director George P. Orban | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Michael O'Sullivan *Withdrawn Resolution* | Mgmt | ||||
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Gregory L. Quesnel | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Elect Director Barbara Rentler | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Ross Stores, Inc. | ROST | 05/22/2019 | 778296103 | Adopt Quantitative Company-wide GHG Goals | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Margaret M. Keane | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Paget L. Alves | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Arthur W. Coviello, Jr. | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director William W. Graylin | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Roy A. Guthrie | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Richard C. Hartnack | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Jeffrey G. Naylor | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Laurel J. Richie | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Olympia J. Snowe | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Elect Director Ellen M. Zane | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Synchrony Financial | SYF | 05/23/2019 | 87165B103 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director D. James Bidzos | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director Kathleen A. Cote | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director Thomas F. Frist, III | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director Jamie S. Gorelick | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director Roger H. Moore | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director Louis A. Simpson | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Elect Director Timothy Tomlinson | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
VeriSign, Inc. | VRSN | 05/23/2019 | 92343E102 | Require Independent Board Chairman | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Fred D. Anderson, Jr. | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Anthony J. Bates | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Adriane M. Brown | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Jesse A. Cohn | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Diana Farrell | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Logan D. Green | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Bonnie S. Hammer | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Kathleen C. Mitic | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Matthew J. Murphy | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Pierre M. Omidyar | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Paul S. Pressler | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Robert H. Swan | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Thomas J. Tierney | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Perry M. Traquina | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Elect Director Devin N. Wenig | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Reduce Ownership Threshold for Shareholder to Call Special Meetings | Mgmt | For | For | For | For |
eBay Inc. | EBAY | 05/30/2019 | 278642103 | Require Independent Board Chairman | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Alessandro Bogliolo | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Rose Marie Bravo | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Hafize Gaye Erkan | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Roger N. Farah | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Jane Hertzmark Hudis | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Abby F. Kohnstamm | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director James E. Lillie | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director William A. Shutzer | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Robert S. Singer | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Francesco Trapani | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Annie Young-Scrivner | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Timothy M. Armstrong | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Jeffery H. Boyd | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Glenn D. Fogel | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Mirian Graddick-Weir | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director James M. Guyette | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Wei Hopeman | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Robert J. Mylod, Jr. | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Charles H. Noski | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Nancy B. Peretsman | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Nicholas J. Read | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Thomas E. Rothman | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Lynn M. Vojvodich | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Elect Director Vanessa A. Wittman | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Booking Holdings Inc. | BKNG | 06/06/2019 | 09857L108 | Amend Proxy Access Bylaw | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Peter M. Carlino | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director David A. Handler - Withdrawn | Mgmt | ||||
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Joseph W. Marshall, III | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director James B. Perry | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Barry F. Schwartz | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Earl C. Shanks | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director E. Scott Urdang | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Adopt a Policy on Board Diversity | SH | None | For | For | N/A |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director John D. Bowlin | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director Aaron P. Jagdfeld | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director Andrew G. Lampereur | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Fuller & Thaler Behavioral Micro-Cap Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Institution Account(s): Fuller & Thaler Behavioral Micro Cap Equity Fund
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director Scipio "Max" Carnecchia | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director William K. "Bill" Aulet | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director Kenneth D. Denman | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director James C. Hale | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director Bruce E. Hansen | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director Alex W. "Pete" Hart | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Elect Director Jane J. Thompson | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Ratify Tax Benefits Preservation Plan | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Ratify Mayer Hoffman McCann P.C. as Auditors | Mgmt | For | For | For | For |
Mitek Systems, Inc. | MITK | 03/06/2019 | 606710200 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Natural Grocers by Vitamin Cottage, Inc. | NGVC | 03/06/2019 | 63888U108 | Elect Director Elizabeth Isely | Mgmt | For | Withhold | Withhold | Against |
Natural Grocers by Vitamin Cottage, Inc. | NGVC | 03/06/2019 | 63888U108 | Elect Director Richard Halle | Mgmt | For | For | For | For |
Natural Grocers by Vitamin Cottage, Inc. | NGVC | 03/06/2019 | 63888U108 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Natural Grocers by Vitamin Cottage, Inc. | NGVC | 03/06/2019 | 63888U108 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Natural Grocers by Vitamin Cottage, Inc. | NGVC | 03/06/2019 | 63888U108 | Other Business | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Limoneira Co. | LMNR | 03/26/2019 | 532746104 | Elect Director Gordon E. Kimball | Mgmt | For | For | For | For |
Limoneira Co. | LMNR | 03/26/2019 | 532746104 | Elect Director Scott S. Slater | Mgmt | For | For | For | For |
Limoneira Co. | LMNR | 03/26/2019 | 532746104 | Ratify Ernst & Young, LLP as Auditors *Withdrawn Resolution* | Mgmt | ||||
Limoneira Co. | LMNR | 03/26/2019 | 532746104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Patrick W. Allender | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Arthur F. Anton | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Bruce H. Besanko | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Reynolds C. Bish | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Ellen M. Costello | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Phillip R. Cox | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Alexander Dibelius | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Dieter W. Dusedau | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Matthew Goldfarb | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Gary G. Greenfield | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Gerrard B. Schmid | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Kent M. Stahl | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Elect Director Alan J. Weber | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Diebold Nixdorf, Inc. | DBD | 04/25/2019 | 253651103 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Bruce Lucas | Mgmt | For | For | For | For |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Richard Widdicombe | Mgmt | For | For | For | For |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Panagiotis "Pete" Apostolou | Mgmt | For | For | For | For |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Irini Barlas | Mgmt | For | Withhold | Withhold | Against |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Steven Martindale | Mgmt | For | For | For | For |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director James Masiello | Mgmt | For | Withhold | Withhold | Against |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Nicholas Pappas | Mgmt | For | Withhold | Withhold | Against |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Joseph Vattamattam | Mgmt | For | For | For | For |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Elect Director Vijay Walvekar | Mgmt | For | For | For | For |
Heritage Insurance Holdings, Inc. | HRTG | 05/01/2019 | 42727J102 | Ratify Plante & Moran, PLLC as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director Virginia Boulet | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director Stuart B. Katz | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director Tracy W. Krohn | Mgmt | For | For | For | For |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director S. James Nelson, Jr. | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Elect Director B. Frank Stanley | Mgmt | For | Withhold | Withhold | Against |
W&T Offshore, Inc. | WTI | 05/01/2019 | 92922P106 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Great Lakes Dredge & Dock Corp. | GLDD | 05/02/2019 | 390607109 | Elect Director Lawrence R. Dickerson | Mgmt | For | For | For | For |
Great Lakes Dredge & Dock Corp. | GLDD | 05/02/2019 | 390607109 | Elect Director Ronald R. Steger | Mgmt | For | For | For | For |
Great Lakes Dredge & Dock Corp. | GLDD | 05/02/2019 | 390607109 | Elect Director D. Michael Steuert | Mgmt | For | For | For | For |
Great Lakes Dredge & Dock Corp. | GLDD | 05/02/2019 | 390607109 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Great Lakes Dredge & Dock Corp. | GLDD | 05/02/2019 | 390607109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Limelight Networks, Inc. | LLNW | 05/02/2019 | 53261M104 | Elect Director Jeffrey T. Fisher | Mgmt | For | For | For | For |
Limelight Networks, Inc. | LLNW | 05/02/2019 | 53261M104 | Elect Director David C. Peterschmidt | Mgmt | For | For | For | For |
Limelight Networks, Inc. | LLNW | 05/02/2019 | 53261M104 | Elect Director Robert A. Lento | Mgmt | For | For | For | For |
Limelight Networks, Inc. | LLNW | 05/02/2019 | 53261M104 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Limelight Networks, Inc. | LLNW | 05/02/2019 | 53261M104 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
USA Truck, Inc. | USAK | 05/08/2019 | 902925106 | Elect Director Robert A. Peiser | Mgmt | For | For | For | For |
USA Truck, Inc. | USAK | 05/08/2019 | 902925106 | Elect Director Robert E. Creager | Mgmt | For | For | For | For |
USA Truck, Inc. | USAK | 05/08/2019 | 902925106 | Elect Director Alexander D. Greene | Mgmt | For | For | For | For |
USA Truck, Inc. | USAK | 05/08/2019 | 902925106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
USA Truck, Inc. | USAK | 05/08/2019 | 902925106 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | For |
USA Truck, Inc. | USAK | 05/08/2019 | 902925106 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Deborah Bonanni | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Bill Campbell | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Shep Hill | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Chris Inglis | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Ken Minihan | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Art Money | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Caroline Pisano | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Mark Sopp | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Elect Director Bill Weber | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
The KEYW Holding Corporation | KEYW | 05/09/2019 | 493723100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Kevin C. Clark | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director W. Larry Cash | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Thomas C. Dircks | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Gale Fitzgerald | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Darrell S. Freeman, Sr. | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Richard M. Mastaler | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Mark Perlberg | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Elect Director Joseph A. Trunfio | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Cross Country Healthcare, Inc. | CCRN | 05/14/2019 | 227483104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Carriage Services, Inc. | CSV | 05/15/2019 | 143905107 | Elect Director Barry K. Fingerhut | Mgmt | For | For | For | For |
Carriage Services, Inc. | CSV | 05/15/2019 | 143905107 | Elect Director Bryan D. Leibman | Mgmt | For | For | For | For |
Carriage Services, Inc. | CSV | 05/15/2019 | 143905107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Carriage Services, Inc. | CSV | 05/15/2019 | 143905107 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
On Deck Capital, Inc. | ONDK | 05/15/2019 | 682163100 | Elect Director Chandra Dhandapani | Mgmt | For | For | For | For |
On Deck Capital, Inc. | ONDK | 05/15/2019 | 682163100 | Elect Director Bruce P. Nolop | Mgmt | For | For | For | For |
On Deck Capital, Inc. | ONDK | 05/15/2019 | 682163100 | Elect Director Manolo Sanchez | Mgmt | For | For | For | For |
On Deck Capital, Inc. | ONDK | 05/15/2019 | 682163100 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
The Rubicon Project, Inc. | RUBI | 05/15/2019 | 78112V102 | Elect Director Michael G. Barrett | Mgmt | For | For | For | For |
The Rubicon Project, Inc. | RUBI | 05/15/2019 | 78112V102 | Elect Director Robert F. Spillane | Mgmt | For | Against | Against | Against |
The Rubicon Project, Inc. | RUBI | 05/15/2019 | 78112V102 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director John S. Herrington | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Andrew J. Littlefair | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director James C. Miller, III | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Warren I. Mitchell | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Philippe Montanteme | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Momar Nguer | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director James E. O'Connor | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Stephen A. Scully | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Kenneth M. Socha | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Elect Director Vincent C. Taormina | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Clean Energy Fuels Corp. | CLNE | 05/16/2019 | 184499101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Susan H. Alexander | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Petra Danielsohn-Weil | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Diana S. Ferguson | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Marc M. Gibeley | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director C. Martin Harris | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Matthew E. Monaghan | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Clifford D. Nastas | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Elect Director Baiju R. Shah | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Approve Conversion of Securities | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Increase Authorized Common Stock | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Invacare Corporation | IVC | 05/16/2019 | 461203101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Bryant R. Riley | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Robert D'Agostino | Mgmt | For | Withhold | Withhold | Against |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Andrew Gumaer | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Todd D. Sims | Mgmt | For | Withhold | Withhold | Against |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Thomas J. Kelleher | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Mikel H. Williams | Mgmt | For | Withhold | Withhold | Against |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Michael J. Sheldon | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Elect Director Robert L. Antin | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Ratify Marcum LLP as Auditors | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Advisory Vote on Say on Pay Frequency | Mgmt | Three Years | One Year | One Year | Against |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
B. Riley Financial, Inc. | RILY | 05/21/2019 | 05580M108 | Other Business | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Everi Holdings Inc. | EVRI | 05/21/2019 | 30034T103 | Elect Director Ronald V. Congemi | Mgmt | For | For | For | For |
Everi Holdings Inc. | EVRI | 05/21/2019 | 30034T103 | Elect Director Geoffrey P. Judge | Mgmt | For | For | For | For |
Everi Holdings Inc. | EVRI | 05/21/2019 | 30034T103 | Elect Director Michael D. Rumbolz | Mgmt | For | For | For | For |
Everi Holdings Inc. | EVRI | 05/21/2019 | 30034T103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Everi Holdings Inc. | EVRI | 05/21/2019 | 30034T103 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director Yuval Cohen | Mgmt | For | For | For | For |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director Alan Holmer | Mgmt | For | For | For | For |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director David P. Hochman | Mgmt | For | For | For | For |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director Avery W. "Chip" Catlin | Mgmt | For | For | For | For |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director Paris Panayiotopoulos | Mgmt | For | Withhold | Withhold | Against |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director John K. Jenkins | Mgmt | For | For | For | For |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Elect Director Rachelle S. Jacques | Mgmt | For | For | For | For |
Corbus Pharmaceuticals Holdings, Inc. | CRBP | 05/22/2019 | 21833P103 | Ratify EisnerAmper LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Intrepid Potash, Inc. | IPI | 05/22/2019 | 46121Y102 | Elect Director J. Landis Martin | Mgmt | For | For | For | For |
Intrepid Potash, Inc. | IPI | 05/22/2019 | 46121Y102 | Elect Director Barth E. Whitham | Mgmt | For | For | For | For |
Intrepid Potash, Inc. | IPI | 05/22/2019 | 46121Y102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Intrepid Potash, Inc. | IPI | 05/22/2019 | 46121Y102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Intrepid Potash, Inc. | IPI | 05/22/2019 | 46121Y102 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Rigel Pharmaceuticals, Inc. | RIGL | 05/22/2019 | 766559603 | Elect Director Bradford S. Goodwin | Mgmt | For | For | For | For |
Rigel Pharmaceuticals, Inc. | RIGL | 05/22/2019 | 766559603 | Elect Director Keith A. Katkin | Mgmt | For | For | For | For |
Rigel Pharmaceuticals, Inc. | RIGL | 05/22/2019 | 766559603 | Elect Director Jane Wasman | Mgmt | For | For | For | For |
Rigel Pharmaceuticals, Inc. | RIGL | 05/22/2019 | 766559603 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Rigel Pharmaceuticals, Inc. | RIGL | 05/22/2019 | 766559603 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Rigel Pharmaceuticals, Inc. | RIGL | 05/22/2019 | 766559603 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director Michelle M. Adams | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director Ted D. Brown | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director John W. Chisholm | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director L. Melvin Cooper | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director Paul W. Hobby | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director L.V. "Bud" McGuire | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Elect Director David Nierenberg | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Approve Non-Employee Director Omnibus Stock Plan | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Flotek Industries, Inc. | FTK | 05/24/2019 | 343389102 | Ratify Moss Adams LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Drive Shack Inc. | DS | 05/29/2019 | 262077100 | Elect Director William J. Clifford | Mgmt | For | Withhold | Withhold | Against |
Drive Shack Inc. | DS | 05/29/2019 | 262077100 | Elect Director Virgis W. Colbert | Mgmt | For | For | For | For |
Drive Shack Inc. | DS | 05/29/2019 | 262077100 | Elect Director Benjamin M. Crane | Mgmt | For | For | For | For |
Drive Shack Inc. | DS | 05/29/2019 | 262077100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Drive Shack Inc. | DS | 05/29/2019 | 262077100 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Drive Shack Inc. | DS | 05/29/2019 | 262077100 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Zovio Inc | ZVO | 05/29/2019 | 98979V102 | Elect Director Victor K. Nichols | Mgmt | For | For | For | For |
Zovio Inc | ZVO | 05/29/2019 | 98979V102 | Elect Director George P. Pernsteiner | Mgmt | For | For | For | For |
Zovio Inc | ZVO | 05/29/2019 | 98979V102 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Elect Director M. Jay Allison | Mgmt | For | For | For | For |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Elect Director Roland O. Burns | Mgmt | For | For | For | For |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Elect Director Elizabeth B. Davis | Mgmt | For | Withhold | Withhold | Against |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Elect Director Morris E. Foster | Mgmt | For | Withhold | Withhold | Against |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Elect Director Jim L. Turner | Mgmt | For | Withhold | Withhold | Against |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Comstock Resources, Inc. | CRK | 05/31/2019 | 205768302 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Fluidigm Corporation | FLDM | 06/03/2019 | 34385P108 | Elect Director Laura M. Clague | Mgmt | For | For | For | For |
Fluidigm Corporation | FLDM | 06/03/2019 | 34385P108 | Elect Director Samuel D. Colella | Mgmt | For | For | For | For |
Fluidigm Corporation | FLDM | 06/03/2019 | 34385P108 | Elect Director Stephen Christopher Linthwaite | Mgmt | For | For | For | For |
Fluidigm Corporation | FLDM | 06/03/2019 | 34385P108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Fluidigm Corporation | FLDM | 06/03/2019 | 34385P108 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Fluidigm Corporation | FLDM | 06/03/2019 | 34385P108 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Vera Bradley, Inc. | VRA | 06/04/2019 | 92335C106 | Elect Director Barbara Bradley Baekgaard | Mgmt | For | For | For | For |
Vera Bradley, Inc. | VRA | 06/04/2019 | 92335C106 | Elect Director Richard Baum | Mgmt | For | Withhold | Withhold | Against |
Vera Bradley, Inc. | VRA | 06/04/2019 | 92335C106 | Elect Director Patricia R. Miller | Mgmt | For | For | For | For |
Vera Bradley, Inc. | VRA | 06/04/2019 | 92335C106 | Elect Director Frances P. Philip | Mgmt | For | Withhold | Withhold | Against |
Vera Bradley, Inc. | VRA | 06/04/2019 | 92335C106 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Vera Bradley, Inc. | VRA | 06/04/2019 | 92335C106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director Andrew R. Heyer | Mgmt | For | Withhold | Withhold | Against |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director Shawn Nelson | Mgmt | For | Withhold | Withhold | Against |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director William P. Phoenix | Mgmt | For | Withhold | Withhold | Against |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director Jared Rubin | Mgmt | For | For | For | For |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director John Grafer | Mgmt | For | Withhold | Withhold | Against |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director Shirley Romig | Mgmt | For | For | For | For |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Elect Director Walter D. McLallen | Mgmt | For | For | For | For |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
The Lovesac Company | LOVE | 06/05/2019 | 54738L109 | Ratify Marcum LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Waitr Holdings Inc. | WTRH | 06/05/2019 | 930752100 | Elect Director Pouyan Salehi | Mgmt | For | For | For | For |
Waitr Holdings Inc. | WTRH | 06/05/2019 | 930752100 | Elect Director Steven L. Scheinthal | Mgmt | For | For | For | For |
Waitr Holdings Inc. | WTRH | 06/05/2019 | 930752100 | Ratify Moss Adams LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Elect Director Masaaki "John" Nishibori | Mgmt | For | Withhold | Withhold | Against |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Elect Director David G. Remington | Mgmt | For | For | For | For |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Elect Director John H. Williford | Mgmt | For | For | For | For |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Approve Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
CAI International, Inc. | CAI | 06/07/2019 | 12477X106 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
T2 Biosystems, Inc. | TTOO | 06/07/2019 | 89853L104 | Elect Director Michael J. Cima | Mgmt | For | Against | Against | Against |
T2 Biosystems, Inc. | TTOO | 06/07/2019 | 89853L104 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Lindblad Expeditions Holdings, Inc. | LIND | 06/10/2019 | 535219109 | Elect Director Bernard W. Aronson | Mgmt | For | For | For | For |
Lindblad Expeditions Holdings, Inc. | LIND | 06/10/2019 | 535219109 | Elect Director Elliott Bisnow | Mgmt | For | For | For | For |
Lindblad Expeditions Holdings, Inc. | LIND | 06/10/2019 | 535219109 | Elect Director Daniel J. Hanrahan | Mgmt | For | For | For | For |
Lindblad Expeditions Holdings, Inc. | LIND | 06/10/2019 | 535219109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Lindblad Expeditions Holdings, Inc. | LIND | 06/10/2019 | 535219109 | Ratify Marcum LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Telaria, Inc. | TLRA | 06/10/2019 | 879181105 | Elect Director Mark Zagorski | Mgmt | For | For | For | For |
Telaria, Inc. | TLRA | 06/10/2019 | 879181105 | Elect Director Robert Schechter | Mgmt | For | For | For | For |
Telaria, Inc. | TLRA | 06/10/2019 | 879181105 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
Telaria, Inc. | TLRA | 06/10/2019 | 879181105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Telaria, Inc. | TLRA | 06/10/2019 | 879181105 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Veracyte, Inc. | VCYT | 06/11/2019 | 92337F107 | Elect Director Karin Eastham | Mgmt | For | For | For | For |
Veracyte, Inc. | VCYT | 06/11/2019 | 92337F107 | Elect Director Kevin K. Gordon | Mgmt | For | For | For | For |
Veracyte, Inc. | VCYT | 06/11/2019 | 92337F107 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Veracyte, Inc. | VCYT | 06/11/2019 | 92337F107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Veracyte, Inc. | VCYT | 06/11/2019 | 92337F107 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Walter T. Beach | Mgmt | For | Against | Against | Against |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Jeffrey P. Cohen | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Andrew L. Farkas | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director William B. Hart | Mgmt | For | Against | Against | Against |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Gary Ickowicz | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Steven J. Kessler | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Murray S. Levin | Mgmt | For | Against | Against | Against |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director P. Sherrill Neff | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Henry R. Silverman | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Elect Director Stephanie H. Wiggins | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Exantas Capital Corp. | XAN | 06/12/2019 | 30068N105 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Richard "Dick" M. Cashin Jr. | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Gary L. Cowger | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Albert J. Febbo | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Peter B. McNitt *Withdrawn Resolution* | Mgmt | ||||
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Mark H. Rachesky | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Paul G. Reitz | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Anthony L. Soave | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Elect Director Maurice M. Taylor, Jr. | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Ratify Grant Thornton LLP as Auditor | Mgmt | For | For | For | For |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Titan International, Inc. | TWI | 06/12/2019 | 88830M102 | Seek Sale of Company/Assets | SH | Against | Against | Against | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Antares Pharma, Inc. | ATRS | 06/13/2019 | 036642106 | Elect Director Robert F. Apple | Mgmt | For | For | For | For |
Antares Pharma, Inc. | ATRS | 06/13/2019 | 036642106 | Elect Director Thomas J. Garrity | Mgmt | For | For | For | For |
Antares Pharma, Inc. | ATRS | 06/13/2019 | 036642106 | Elect Director Karen L. Smith | Mgmt | For | For | For | For |
Antares Pharma, Inc. | ATRS | 06/13/2019 | 036642106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Antares Pharma, Inc. | ATRS | 06/13/2019 | 036642106 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Antares Pharma, Inc. | ATRS | 06/13/2019 | 036642106 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Elect Director Philip A. Falcone | Mgmt | For | For | For | For |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Elect Director Wayne Barr, Jr. | Mgmt | For | For | For | For |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Elect Director Warren H. Gfeller | Mgmt | For | For | For | For |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Elect Director Lee S. Hillman | Mgmt | For | For | For | For |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Elect Director Robert V. Leffler, Jr. | Mgmt | For | For | For | For |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
HC2 Holdings, Inc. | HCHC | 06/13/2019 | 404139107 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Jeffrey P. Caira | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Michael T. Dance | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Mark O. Decker, Jr. | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Emily Nagle Green | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Linda J. Hall | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Terrance P. Maxwell | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director John A. Schissel | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Elect Director Mary J. Twinem | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Investors Real Estate Trust | IRET | 06/13/2019 | 461730509 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Elect Director Sumit Agarwal | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Elect Director Sid Ganis | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Elect Director Ramzi Haidamus | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Elect Director David Sugishita | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Elect Director Jonathan Visbal | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Immersion Corporation | IMMR | 06/14/2019 | 452521107 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
PDL BioPharma, Inc. | PDLI | 06/20/2019 | 69329Y104 | Elect Director Harold E. Selick | Mgmt | For | For | For | For |
PDL BioPharma, Inc. | PDLI | 06/20/2019 | 69329Y104 | Elect Director Samuel R. Saks | Mgmt | For | For | For | For |
PDL BioPharma, Inc. | PDLI | 06/20/2019 | 69329Y104 | Elect Director Natasha A. Hernday | Mgmt | For | For | For | For |
PDL BioPharma, Inc. | PDLI | 06/20/2019 | 69329Y104 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
PDL BioPharma, Inc. | PDLI | 06/20/2019 | 69329Y104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Kindred Biosciences, Inc. | KIN | 06/21/2019 | 494577109 | Elect Director Denise M. Bevers | Mgmt | For | For | For | For |
Kindred Biosciences, Inc. | KIN | 06/21/2019 | 494577109 | Elect Director Richard Chin | Mgmt | For | For | For | For |
Kindred Biosciences, Inc. | KIN | 06/21/2019 | 494577109 | Elect Director Joseph S. McCracken | Mgmt | For | For | For | For |
Kindred Biosciences, Inc. | KIN | 06/21/2019 | 494577109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Kindred Biosciences, Inc. | KIN | 06/21/2019 | 494577109 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Kindred Biosciences, Inc. | KIN | 06/21/2019 | 494577109 | Ratify KMJ Corbin & Company LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Global Eagle Entertainment Inc. | ENT | 06/24/2019 | 37951D102 | Elect Director Leslie Ferraro | Mgmt | For | For | For | For |
Global Eagle Entertainment Inc. | ENT | 06/24/2019 | 37951D102 | Elect Director Harry E. Sloan | Mgmt | For | Against | Against | Against |
Global Eagle Entertainment Inc. | ENT | 06/24/2019 | 37951D102 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Global Eagle Entertainment Inc. | ENT | 06/24/2019 | 37951D102 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cardlytics, Inc. | CDLX | 06/25/2019 | 14161W105 | Elect Director David L. Adams | Mgmt | For | Withhold | Withhold | Against |
Cardlytics, Inc. | CDLX | 06/25/2019 | 14161W105 | Elect Director Scott D. Grimes | Mgmt | For | Withhold | Withhold | Against |
Cardlytics, Inc. | CDLX | 06/25/2019 | 14161W105 | Elect Director Mark A. Johnson | Mgmt | For | Withhold | Withhold | Against |
Cardlytics, Inc. | CDLX | 06/25/2019 | 14161W105 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Jerry Barag | Mgmt | For | For | For | For |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Paul S. Fisher | Mgmt | For | Against | Against | Against |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Mary E. McBride | Mgmt | For | Against | Against | Against |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Donald S. Moss | Mgmt | For | For | For | For |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Willis J. Potts, Jr. | Mgmt | For | For | For | For |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Douglas D. Rubenstein | Mgmt | For | Against | Against | Against |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Elect Director Henry G. Zigtema | Mgmt | For | For | For | For |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
CatchMark Timber Trust, Inc. | CTT | 06/27/2019 | 14912Y202 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Fuller & Thaler Behavioral Small-Mid Core Equity Fund
Proxy Voting Record
July 1, 2018 – June 30, 2019
Institution Account(s): Fuller & Thaler Behavioral Small-Mid Core Equity Fund
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Elect Director Richard S. Hill | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Elect Director Susan M. Whitney | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Cabot Microelectronics Corp. | CCMP | 03/06/2019 | 12709P103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Keysight Technologies, Inc. | KEYS | 03/21/2019 | 49338L103 | Elect Director James G. Cullen | Mgmt | For | For | For | For |
Keysight Technologies, Inc. | KEYS | 03/21/2019 | 49338L103 | Elect Director Jean M. Halloran | Mgmt | For | For | For | For |
Keysight Technologies, Inc. | KEYS | 03/21/2019 | 49338L103 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Keysight Technologies, Inc. | KEYS | 03/21/2019 | 49338L103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Edmund M. Carpenter | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Carl R. Christenson | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Lyle G. Ganske | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Margot L. Hoffman | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Michael S. Lipscomb | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Larry P. McPherson | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Patrick K. Murphy | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director Thomas W. Swidarski | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Elect Director James H. Woodward, Jr. | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Altra Industrial Motion Corp. | AIMC | 04/24/2019 | 02208R106 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Tim E. Bentsen | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director F. Dixon Brooke, Jr. | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Stephen T. Butler | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Elizabeth W. Camp | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Diana M. Murphy | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Harris Pastides | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Joseph J. Prochaska, Jr. | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director John L. Stallworth | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Kessel D. Stelling | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Barry L. Storey | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Elect Director Teresa White | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Synovus Financial Corp. | SNV | 04/24/2019 | 87161C501 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Phyllis L. Cothran | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Mark M. Gambill | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Bruce C. Gottwald | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Thomas E. Gottwald | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director Patrick D. Hanley | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director H. Hiter Harris, III | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Elect Director James E. Rogers | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
NewMarket Corp. | NEU | 04/25/2019 | 651587107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Graco, Inc. | GGG | 04/26/2019 | 384109104 | Elect Director Eric P. Etchart | Mgmt | For | For | For | For |
Graco, Inc. | GGG | 04/26/2019 | 384109104 | Elect Director Jody H. Feragen | Mgmt | For | For | For | For |
Graco, Inc. | GGG | 04/26/2019 | 384109104 | Elect Director J. Kevin Gilligan | Mgmt | For | For | For | For |
Graco, Inc. | GGG | 04/26/2019 | 384109104 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Graco, Inc. | GGG | 04/26/2019 | 384109104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Graco, Inc. | GGG | 04/26/2019 | 384109104 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Bradley A. Alford | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Rolf A. Classon | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Adriana Karaboutis | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Murray S. Kessler | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Jeffrey B. Kindler | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Erica L. Mann | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Donal O'Connor | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Geoffrey M. Parker | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Theodore R. Samuels | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Elect Director Jeffrey C. Smith | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Amend Omnibus Stock Plan | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Approve Creation of Distributable Reserves | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Authorize Issue of Equity | Mgmt | For | For | For | For |
Perrigo Company plc | PRGO | 04/26/2019 | G97822103 | Authorize Issuance of Equity without Preemptive Rights | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director Michael A. Bradley | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director R. Nicholas Burns | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director James F. Gentilcore | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director James P. Lederer | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director Bertrand Loy | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director Paul L. H. Olson | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director Azita Saleki-Gerhardt | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Elect Director Brian F. Sullivan | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Entegris, Inc. | ENTG | 04/30/2019 | 29362U104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director J. Hyatt Brown | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Samuel P. Bell, III | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Hugh M. Brown | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director J. Powell Brown | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Bradley Currey, Jr. | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Lawrence L. Gellerstedt, III | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director James C. Hays | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Theodore J. Hoepner | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director James S. Hunt | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Toni Jennings | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Timothy R.M. Main | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director H. Palmer Proctor, Jr. | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Wendell S. Reilly | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Elect Director Chilton D. Varner | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Brown & Brown, Inc. | BRO | 05/01/2019 | 115236101 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Patricia M. Bedient | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director James A. Beer | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Marion C. Blakey | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Phyllis J. Campbell | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Raymond L. Conner | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Dhiren R. Fonseca | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Susan J. Li | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Helvi K. Sandvik | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director J. Kenneth Thompson | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Bradley D. Tilden | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Elect Director Eric K. Yeaman | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Report on Political Contributions Disclosure | SH | Against | For | For | Against |
Alaska Air Group, Inc. | ALK | 05/09/2019 | 011659109 | Amend Proxy Access Right | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Linda B. Abraham | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Terrance R. Ahern | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Jane E. DeFlorio | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Thomas Finne | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director David R. Lukes | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Victor B. MacFarlane | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Alexander Otto | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Elect Director Dawn M. Sweeney | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
SITE Centers Corp. | SITC | 05/09/2019 | 82981J109 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Fred Hu | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Joey Wat | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Muktesh "Micky" Pant | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Peter A. Bassi | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Christian L. Campbell | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Ed Yiu-Cheong Chan | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Edouard Ettedgui | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Cyril Han | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Louis T. Hsieh | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Ruby Lu | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director Zili Shao | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Elect Director William Wang | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Ratify KPMG Huazhen LLP as Auditor | Mgmt | For | For | For | For |
Yum China Holdings, Inc. | YUMC | 05/10/2019 | 98850P109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Tanya M. Acker | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Paul R. Burke | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Craig A. Carlson | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director John M. Eggemeyer, III | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director C. William Hosler | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Susan E. Lester | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Roger H. Molvar | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director James J. Pieczynski | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Daniel B. Platt | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Robert A. Stine | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Matthew P. Wagner | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Elect Director Mark T. Yung | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
PacWest Bancorp | PACW | 05/13/2019 | 695263103 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director William H. Cameron | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director Diane B. Glossman | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director Glen F. Hoffsis | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director Howard K. Landis, III | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director James S. Mahan, III | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director Miltom E. Petty | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director Neil L. Underwood | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Elect Director William L. Williams, III | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
Live Oak Bancshares, Inc. | LOB | 05/14/2019 | 53803X105 | Ratify Dixon Hughes Goodman LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director Vivek Jain | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director George A. Lopez | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director Robert S. Swinney | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director David C. Greenberg | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director Elisha W. Finney | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director David F. Hoffmeister | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Elect Director Donald M. Abbey | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
ICU Medical, Inc. | ICUI | 05/15/2019 | 44930G107 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director Amy Woods Brinkley | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director Giuseppina Buonfantino | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director Michael D. Casey | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director A. Bruce Cleverly | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director Jevin S. Eagle | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director Mark P. Hipp | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director William J. Montgoris | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director David Pulver | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Elect Director Thomas E. Whiddon | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Carter's, Inc. | CRI | 05/16/2019 | 146229109 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Jeffrey S. Edwards | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director David J. Mastrocola | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Justin E. Mirro | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Robert J. Remenar | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Sonya F. Sepahban | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Thomas W. Sidlik | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Matthew J. Simoncini | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Stephen A. Van Oss | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Elect Director Molly P. Zhang | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Cooper-Standard Holdings Inc. | CPS | 05/16/2019 | 21676P103 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director B. Ben Baldanza | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Peter Boneparth | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Virginia Gambale | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Stephan Gemkow | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Robin Hayes | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Ellen Jewett | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Joel Peterson | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Sarah Robb O'Hagan | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Frank Sica | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Elect Director Thomas Winkelmann | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
JetBlue Airways Corporation | JBLU | 05/16/2019 | 477143101 | Provide Right to Act by Written Consent | SH | Against | For | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director John A. Carrig | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Robert K. Herdman | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Kelt Kindick | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Karl F. Kurz | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Henry E. Lentz | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Kimberly S. Lubel | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Richard E. Muncrief | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director Valerie M. Williams | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Elect Director David F. Work | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | For |
WPX Energy, Inc. | WPX | 05/16/2019 | 98212B103 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Lydia I. Beebe | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Lu M. Cordova | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Robert J. Druten | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Antonio O. Garza, Jr. | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director David Garza-Santos | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Mitchell J. Krebs | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Henry J. Maier | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Thomas A. McDonnell | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Elect Director Patrick J. Ottensmeyer | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Kansas City Southern | KSU | 05/17/2019 | 485170302 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Joseph J. DeAngelo | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Patrick R. McNamee | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Scott D. Ostfeld | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Charles W. Peffer | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director James A. Rubright | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Elect Director Lauren Taylor Wolfe | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
HD Supply Holdings, Inc. | HDS | 05/21/2019 | 40416M105 | Amend Nonqualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Investors Bancorp, Inc. | ISBC | 05/21/2019 | 46146L101 | Elect Director Robert C. Albanese | Mgmt | For | For | For | For |
Investors Bancorp, Inc. | ISBC | 05/21/2019 | 46146L101 | Elect Director Domenick A. Cama | Mgmt | For | For | For | For |
Investors Bancorp, Inc. | ISBC | 05/21/2019 | 46146L101 | Elect Director James J. Garibaldi | Mgmt | For | For | For | For |
Investors Bancorp, Inc. | ISBC | 05/21/2019 | 46146L101 | Elect Director James H. Ward, III | Mgmt | For | For | For | For |
Investors Bancorp, Inc. | ISBC | 05/21/2019 | 46146L101 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Investors Bancorp, Inc. | ISBC | 05/21/2019 | 46146L101 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Michael P. O'Donnell | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Robin P. Selati | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Giannella Alvarez | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Mary L. Baglivo | Mgmt | For | Against | Against | Against |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Carla R. Cooper | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Cheryl J. Henry | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Stephen M. King | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Elect Director Marie L. Perry | Mgmt | For | For | For | For |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Ruth's Hospitality Group, Inc. | RUTH | 05/21/2019 | 783332109 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Approve Reorganization | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Keith Cozza | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Jonathan Christodoro | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Joseph J. Echevarria | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Nicholas Graziano | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Cheryl Gordon Krongard | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Scott Letier | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Elect Director Giovanni "John" Visentin | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | Against |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Adopt Majority Voting Standard for Certain Corporate Actions | Mgmt | For | For | For | For |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Adjourn Meeting | Mgmt | For | Against | Against | Against |
Xerox Corporation | XRX | 05/21/2019 | 984121608 | Reduce Supermajority Vote Requirement | SH | None | For | For | N/A |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Michael C. Alfano | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Eric K. Brandt | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Donald M. Casey, Jr. | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Willie A. Deese | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Betsy D. Holden | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Arthur D. Kowaloff | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Harry M. Jansen Kraemer, Jr. | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Gregory T. Lucier | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Francis J. Lunger | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Elect Director Leslie F. Varon | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
DENTSPLY SIRONA Inc. | XRAY | 05/22/2019 | 24906P109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director Wendy Arienzo | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director Balu Balakrishnan | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director Nicholas E. Brathwaite | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director William George | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director Balakrishnan S. Iyer | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director Necip Sayiner | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Elect Director Steven J. Sharp | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Amend Restricted Stock Plan | Mgmt | For | For | For | For |
Power Integrations, Inc. | POWI | 05/22/2019 | 739276103 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Elect Director Joseph A. Onorato | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Elect Director William H. Runge, III | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Elect Director W. Christopher Wellborn | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | For |
Mohawk Industries, Inc. | MHK | 05/23/2019 | 608190104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Curtis Arledge *Withdrawn Resolution* | Mgmt | ||||
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Lynne Biggar | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Jane P. Chwick | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Ruth Ann M. Gillis | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director J. Barry Griswell | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Rodney O. Martin, Jr. | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Byron H. Pollitt, Jr. | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director Joseph V. Tripodi | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Elect Director David Zwiener | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Voya Financial, Inc. | VOYA | 05/23/2019 | 929089100 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Joseph M. Donovan | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Mary Fedewa | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Morton H. Fleischer | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director William F. Hipp | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Catherine D. Rice | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Einar A. Seadler | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Rajath Shourie | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Quentin P. Smith, Jr. | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Elect Director Christopher H. Volk | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Amend Bylaws to Permit Shareholders to Amend Bylaws | Mgmt | For | Against | Against | Against |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
STORE Capital Corporation | STOR | 05/30/2019 | 862121100 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Frederick A. Ball | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Grant H. Beard | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Tina M. Donikowski | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Ronald C. Foster | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Edward C. Grady | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Thomas M. Rohrs | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director John A. Roush | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Elect Director Yuval Wasserman | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Advanced Energy Industries, Inc. | AEIS | 06/04/2019 | 007973100 | Amend Certificate of Incorporation to Provide Directors May Be Removed With or Without Cause | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Alessandro Bogliolo | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Rose Marie Bravo | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Hafize Gaye Erkan | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Roger N. Farah | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Jane Hertzmark Hudis | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Abby F. Kohnstamm | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director James E. Lillie | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director William A. Shutzer | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Robert S. Singer | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Francesco Trapani | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Elect Director Annie Young-Scrivner | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | For |
Tiffany & Co. | TIF | 06/04/2019 | 886547108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Bruce Beach | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Howard N. Gould | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Steven J. Hilton | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Marianne Boyd Johnson | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Robert P. Latta | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Todd Marshall | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Adriane C. McFetridge | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director James E. Nave | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Michael Patriarca | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Robert Gary Sarver | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Donald D. Snyder | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Sung Won Sohn | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Elect Director Kenneth A. Vecchione | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Western Alliance Bancorporation | WAL | 06/04/2019 | 957638109 | Ratify RSM US LLP as Auditors | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Peter M. Carlino | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director David A. Handler - Withdrawn | Mgmt | ||||
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Joseph W. Marshall, III | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director James B. Perry | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Barry F. Schwartz | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director Earl C. Shanks | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Elect Director E. Scott Urdang | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Gaming and Leisure Properties, Inc. | GLPI | 06/13/2019 | 36467J108 | Adopt a Policy on Board Diversity | SH | None | For | For | N/A |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director John D. Bowlin | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director Aaron P. Jagdfeld | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Elect Director Andrew G. Lampereur | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Generac Holdings Inc. | GNRC | 06/13/2019 | 368736104 | Approve Omnibus Stock Plan | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director Stephen C. Farrell | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director Caren Mason | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director John C. Moore | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director Louis E. Silverman | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Elect Director William P. Wall | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Approve Remuneration of Non-Employee Directors | Mgmt | For | For | For | For |
STAAR Surgical Company | STAA | 06/20/2019 | 852312305 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | For/Against Management |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Robert Hagerty | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Marv Tseu | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Joe Burton | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Frank Baker | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Kathy Crusco | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Brian Dexheimer | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Gregg Hammann | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director John Hart | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Guido Jouret | Mgmt | For | Against | Against | Against |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Marshall Mohr | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Elect Director Daniel Moloney | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | Against |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For | For |
Plantronics, Inc. | PLT | 06/28/2019 | 727493108 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | For |
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
(Registrant) CAPITOL SERIES TRUST
By (Signature and Title)
/s/ Matthew J. Miller | |
Matthew J. Miller | |
President | |
Date: August 28, 2019 |