Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bharti Airtel Limited
Meeting Date: 01/03/2020 Country: India Primary Security ID: Y0885K108 Record Date: 12/27/2019 Meeting Type: Special Ticker: 532454
Shares Voted: 180,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
2 Approve Issuance of Foreign Currency Mgmt For For For Convertible Bonds and Unsecured/Secured Redeemable Non-Convertible Debentures along with or without Warrants
Shares Voted: 73,304
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
2 Approve Issuance of Foreign Currency Mgmt For For For Convertible Bonds and Unsecured/Secured Redeemable Non-Convertible Debentures along with or without Warrants
Industrial & Commercial Bank of China Limited
Meeting Date: 01/08/2020 Country: China Primary Security ID: Y3990B112 Record Date: 12/27/2019 Meeting Type: Special Ticker: 1398
Shares Voted: 1,206,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Elect Yang Guozhong as Supervisor SH For For For
Shares Voted: 491,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Elect Yang Guozhong as Supervisor SH For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jagged Peak Energy Inc.
Meeting Date: 01/09/2020 Country: USA Primary Security ID: 47009K107 Record Date: 11/25/2019 Meeting Type: Special Ticker: JAG
Shares Voted: 586,303
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
Shares Voted: 5,808
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
Parsley Energy, Inc.
Meeting Date: 01/09/2020 Country: USA Primary Security ID: 701877102 Record Date: 11/25/2019 Meeting Type: Special Ticker: PE
Shares Voted: 1,172,407
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Acquisition Mgmt For For For
Shares Voted: 266,759
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Acquisition Mgmt For For For
Fortune Real Estate Investment Trust
Meeting Date: 01/10/2020 Country: Singapore Primary Security ID: Y2616W104 Record Date: 01/06/2020 Meeting Type: Special Ticker: 778 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fortune Real Estate Investment Trust
Shares Voted: 80,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Trust Deed Amendments Relating to Mgmt For For For the Provisions Applicable to Singapore Property Funds
2 Approve Trust Deed Amendments Relating to Mgmt For For For the Calculation of the General Mandate Threshold for Non-pro Rata Issue of Units
3 Approve Trust Deed Amendments Relating to Mgmt For For For the Insurance of Investments
4 Approve Trustee's Additional Fee and the Mgmt For For For Proposed Trust Deed Amendments Relating to Trustee's Additional Fee
5 Approve Trust Deed Amendments Relating to Mgmt For For For the Manager's Duties
6 Approve Trust Deed Amendments Relating to Mgmt For For For the Removal of the Manager
7 Approve Trust Deed Amendments Relating to Mgmt For For For Advertisements
8 Approve Trust Deed Amendments Relating to Mgmt For For For the Termination of Fortune REIT
9 Approve Trust Deed Amendments Relating to Mgmt For For For Voting at General Meetings
10 Approve Trust Deed Amendments Relating to Mgmt For For For Maximum Number of Proxies
11 Approve Trust Deed Amendments Relating to Mgmt For For For Conflicting Provision
Encana Corporation
Meeting Date: 01/14/2020 Country: Canada Primary Security ID: 292505104 Record Date: 12/09/2019 Meeting Type: Special Ticker: ECA
Shares Voted: 578,690
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Reorganization Plan Mgmt For For For
2 Other Business Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jacobs Engineering Group Inc.
Meeting Date: 01/14/2020 Country: USA Primary Security ID: 469814107 Record Date: 11/21/2019 Meeting Type: Annual Ticker: J
Shares Voted: 10
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Steven J. Demetriou Mgmt For For For
1b Elect Director Christopher M.T. Thompson Mgmt For For For
1c Elect Director Joseph R. Bronson Mgmt For For For
1d Elect Director Robert C. Davidson, Jr. Mgmt For For For
1e Elect Director Ralph E. Eberhart Mgmt For For For
1f Elect Director Georgette D. Kiser Mgmt For For For
1g Elect Director Linda Fayne Levinson Mgmt For For For
1h Elect Director Barbara L. Loughran Mgmt For For For
1i Elect Director Robert A. McNamara Mgmt For For For
1j Elect Director Peter J. Robertson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Innophos Holdings, Inc.
Meeting Date: 01/15/2020 Country: USA Primary Security ID: 45774N108 Record Date: 11/25/2019 Meeting Type: Special Ticker: IPHS
Shares Voted: 50,409
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 75,751
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Innophos Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Pure Cycle Corporation
Meeting Date: 01/15/2020 Country: USA Primary Security ID: 746228303 Record Date: 11/18/2019 Meeting Type: Annual Ticker: PCYO
Shares Voted: 135,130
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark W. Harding Mgmt For For For
1.2 Elect Director Harrison H. Augur Mgmt For Withhold Withhold
1.3 Elect Director Patrick J. Beirne Mgmt For For For
1.4 Elect Director Arthur G. Epker, III Mgmt For Withhold Withhold
1.5 Elect Director Richard L. Guido Mgmt For Withhold Withhold
1.6 Elect Director Peter C. Howell Mgmt For For For
2 Ratify Plante & Moran PLLC as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
Shares Voted: 183,698
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark W. Harding Mgmt For For For
1.2 Elect Director Harrison H. Augur Mgmt For Withhold Withhold
1.3 Elect Director Patrick J. Beirne Mgmt For For For
1.4 Elect Director Arthur G. Epker, III Mgmt For Withhold Withhold
1.5 Elect Director Richard L. Guido Mgmt For Withhold Withhold
1.6 Elect Director Peter C. Howell Mgmt For For For
2 Ratify Plante & Moran PLLC as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Pure Cycle Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
Micron Technology, Inc.
Meeting Date: 01/16/2020 Country: USA Primary Security ID: 595112103 Record Date: 11/18/2019 Meeting Type: Annual Ticker: MU
Shares Voted: 4,587,180
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert L. Bailey Mgmt For For For
1.2 Elect Director Richard M. Beyer Mgmt For For For
1.3 Elect Director Steven J. Gomo Mgmt For For For
1.4 Elect Director Mary Pat McCarthy Mgmt For For For
1.5 Elect Director Sanjay Mehrotra Mgmt For For For
1.6 Elect Director Robert E. Switz Mgmt For For For
1.7 Elect Director MaryAnn Wright Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 745,665
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert L. Bailey Mgmt For For For
1.2 Elect Director Richard M. Beyer Mgmt For For For
1.3 Elect Director Steven J. Gomo Mgmt For For For
1.4 Elect Director Mary Pat McCarthy Mgmt For For For
1.5 Elect Director Sanjay Mehrotra Mgmt For For For
1.6 Elect Director Robert E. Switz Mgmt For For For
1.7 Elect Director MaryAnn Wright Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Micron Technology, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Alpek SAB de CV
Meeting Date: 01/20/2020 Country: Mexico Primary Security ID: P01703100 Record Date: 01/07/2020 Meeting Type: Special Ticker: ALPEKA
Shares Voted: 221,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Cash Dividends Mgmt For For For
2 Appoint Legal Representatives Mgmt For For For
3 Approve Minutes of Meeting Mgmt For For For
Shares Voted: 77,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Cash Dividends Mgmt For For For
2 Appoint Legal Representatives Mgmt For For For
3 Approve Minutes of Meeting Mgmt For For For
Costco Wholesale Corporation
Meeting Date: 01/22/2020 Country: USA Primary Security ID: 22160K105 Record Date: 11/18/2019 Meeting Type: Annual Ticker: COST
Shares Voted: 6
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Susan L. Decker Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Costco Wholesale Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Richard A. Galanti Mgmt For For For
1.3 Elect Director Sally Jewell Mgmt For For For
1.4 Elect Director Charles T. Munger Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Articles of Incorporation to Provide Mgmt For For For Directors May Be Removed With or Without Cause
5 Disclose Board Diversity and Qualifications SH Against Against Against Matrix
New Jersey Resources Corporation
Meeting Date: 01/22/2020 Country: USA Primary Security ID: 646025106 Record Date: 11/25/2019 Meeting Type: Annual Ticker: NJR
Shares Voted: 1,430
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James H. DeGraffenreidt, Jr. Mgmt For For For
1.2 Elect Director Gregory E. Aliff Mgmt For For For
1.3 Elect Director Stephen D. Westhoven Mgmt For For For
1.4 Elect Director Jane M. Kenny Mgmt For For For
1.5 Elect Director Sharon C. Taylor Mgmt For For For
1.6 Elect Director David A. Trice Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 2,909
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James H. DeGraffenreidt, Jr. Mgmt For For For
1.2 Elect Director Gregory E. Aliff Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
New Jersey Resources Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Stephen D. Westhoven Mgmt For For For
1.4 Elect Director Jane M. Kenny Mgmt For For For
1.5 Elect Director Sharon C. Taylor Mgmt For For For
1.6 Elect Director David A. Trice Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Nuance Communications, Inc.
Meeting Date: 01/22/2020 Country: USA Primary Security ID: 67020Y100 Record Date: 11/25/2019 Meeting Type: Annual Ticker: NUAN
Shares Voted: 44,407
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark D. Benjamin Mgmt For For For
1.2 Elect Director Daniel Brennan Mgmt For For For
1.3 Elect Director Lloyd Carney Mgmt For Withhold Withhold
1.4 Elect Director Thomas Ebling Mgmt For For For
1.5 Elect Director Robert Finocchio, Jr. Mgmt For For For
1.6 Elect Director Laura S. Kaiser Mgmt For For For
1.7 Elect Director Michal Katz Mgmt For For For
1.8 Elect Director Mark Laret Mgmt For For For
1.9 Elect Director Sanjay Vaswani Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify BDO USA, LLP as Auditors Mgmt For For For
5 Require Independent Board Chairman SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nuance Communications, Inc.
Shares Voted: 86,612
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark D. Benjamin Mgmt For For For
1.2 Elect Director Daniel Brennan Mgmt For For For
1.3 Elect Director Lloyd Carney Mgmt For Withhold Withhold
1.4 Elect Director Thomas Ebling Mgmt For For For
1.5 Elect Director Robert Finocchio, Jr. Mgmt For For For
1.6 Elect Director Laura S. Kaiser Mgmt For For For
1.7 Elect Director Michal Katz Mgmt For For For
1.8 Elect Director Mark Laret Mgmt For For For
1.9 Elect Director Sanjay Vaswani Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify BDO USA, LLP as Auditors Mgmt For For For
5 Require Independent Board Chairman SH Against For For
Washington Federal, Inc.
Meeting Date: 01/22/2020 Country: USA Primary Security ID: 938824109 Record Date: 11/22/2019 Meeting Type: Annual Ticker: WAFD
Shares Voted: 689,638
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen M. Graham Mgmt For For For
1.2 Elect Director David K. Grant Mgmt For For For
1.3 Elect Director Randall H. Talbot Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Washington Federal, Inc.
Shares Voted: 7,851
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen M. Graham Mgmt For For For
1.2 Elect Director David K. Grant Mgmt For For For
1.3 Elect Director Randall H. Talbot Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
DaVita Inc.
Meeting Date: 01/23/2020 Country: USA Primary Security ID: 23918K108 Record Date: 12/05/2019 Meeting Type: Special Ticker: DVA
Shares Voted: 179,938
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 571,379
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Omnibus Stock Plan Mgmt For For For
Goldman Sachs Trust
Meeting Date: 01/23/2020 Country: USA Primary Security ID: 38141W6*5 Record Date: 11/04/2019 Meeting Type: Special Ticker: N/A
Shares Voted: 2,823,555
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Dwight L. Bush Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Goldman Sachs Trust
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Kathryn A. Cassidy Mgmt For For For
1.3 Elect Director Joaquin Delgado Mgmt For For For
1.4 Elect Director Gregory G. Weaver Mgmt For For For
Goldman Sachs Trust
Meeting Date: 01/23/2020 Country: USA Primary Security ID: 38141W6*5 Record Date: 11/04/2019 Meeting Type: Special Ticker: N/A
Shares Voted: 37,501,063
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Dwight L. Bush Mgmt For For For
1.2 Elect Director Kathryn A. Cassidy Mgmt For Withhold Withhold
1.3 Elect Director Joaquin Delgado Mgmt For For For
1.4 Elect Director Gregory G. Weaver Mgmt For Withhold Withhold
Jabil Inc.
Meeting Date: 01/23/2020 Country: USA Primary Security ID: 466313103 Record Date: 11/29/2019 Meeting Type: Annual Ticker: JBL
Shares Voted: 964,436
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anousheh Ansari Mgmt For For For
1.2 Elect Director Martha F. Brooks Mgmt For For For
1.3 Elect Director Christopher S. Holland Mgmt For For For
1.4 Elect Director Timothy L. Main Mgmt For For For
1.5 Elect Director Mark T. Mondello Mgmt For For For
1.6 Elect Director John C. Plant Mgmt For For For
1.7 Elect Director Steven A. Raymund Mgmt For For For
1.8 Elect Director Thomas A. Sansone Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jabil Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director David M. Stout Mgmt For For For
1.10 Elect Director Kathleen A. Walters Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 353,513
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anousheh Ansari Mgmt For For For
1.2 Elect Director Martha F. Brooks Mgmt For For For
1.3 Elect Director Christopher S. Holland Mgmt For For For
1.4 Elect Director Timothy L. Main Mgmt For For For
1.5 Elect Director Mark T. Mondello Mgmt For For For
1.6 Elect Director John C. Plant Mgmt For For For
1.7 Elect Director Steven A. Raymund Mgmt For For For
1.8 Elect Director Thomas A. Sansone Mgmt For For For
1.9 Elect Director David M. Stout Mgmt For For For
1.10 Elect Director Kathleen A. Walters Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Brooks Automation, Inc.
Meeting Date: 01/24/2020 Country: USA Primary Security ID: 114340102 Record Date: 11/25/2019 Meeting Type: Annual Ticker: BRKS
Shares Voted: 228,384
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director A. Clinton Allen Mgmt For For For
1.2 Elect Director Robyn C. Davis Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Brooks Automation, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Joseph R. Martin Mgmt For For For
1.4 Elect Director Krishna G. Palepu Mgmt For For For
1.5 Elect Director Michael Rosenblatt Mgmt For For For
1.6 Elect Director Stephen S. Schwartz Mgmt For For For
1.7 Elect Director Alfred Woollacott, III Mgmt For For For
1.8 Elect Director Mark S. Wrighton Mgmt For For For
1.9 Elect Director Ellen M. Zane Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 50,809
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director A. Clinton Allen Mgmt For For For
1.2 Elect Director Robyn C. Davis Mgmt For For For
1.3 Elect Director Joseph R. Martin Mgmt For For For
1.4 Elect Director Krishna G. Palepu Mgmt For For For
1.5 Elect Director Michael Rosenblatt Mgmt For For For
1.6 Elect Director Stephen S. Schwartz Mgmt For For For
1.7 Elect Director Alfred Woollacott, III Mgmt For For For
1.8 Elect Director Mark S. Wrighton Mgmt For For For
1.9 Elect Director Ellen M. Zane Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Energizer Holdings, Inc.
Meeting Date: 01/27/2020 Country: USA Primary Security ID: 29272W109 Record Date: 11/29/2019 Meeting Type: Annual Ticker: ENR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Energizer Holdings, Inc.
Shares Voted: 568,578
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Carlos Abrams-Rivera Mgmt For For For
1b Elect Director Bill G. Armstrong Mgmt For For For
1c Elect Director Cynthia J. Brinkley Mgmt For For For
1d Elect Director Rebecca Frankiewicz Mgmt For For For
1e Elect Director Alan R. Hoskins Mgmt For For For
1f Elect Director Kevin J. Hunt Mgmt For For For
1g Elect Director James C. Johnson Mgmt For Against Against
1h Elect Director John E. Klein Mgmt For For For
1i Elect Director Patrick J. Moore Mgmt For For For
1j Elect Director Nneka L. Rimmer Mgmt For For For
1k Elect Director Robert V. Vitale Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 4,294
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Carlos Abrams-Rivera Mgmt For For For
1b Elect Director Bill G. Armstrong Mgmt For For For
1c Elect Director Cynthia J. Brinkley Mgmt For For For
1d Elect Director Rebecca Frankiewicz Mgmt For For For
1e Elect Director Alan R. Hoskins Mgmt For For For
1f Elect Director Kevin J. Hunt Mgmt For For For
1g Elect Director James C. Johnson Mgmt For Against Against
1h Elect Director John E. Klein Mgmt For For For
1i Elect Director Patrick J. Moore Mgmt For For For
1j Elect Director Nneka L. Rimmer Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Energizer Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1k Elect Director Robert V. Vitale Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Visa Inc.
Meeting Date: 01/28/2020 Country: USA Primary Security ID: 92826C839 Record Date: 11/29/2019 Meeting Type: Annual Ticker: V
Shares Voted: 2,394
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lloyd A. Carney Mgmt For Against Against
1b Elect Director Mary B. Cranston Mgmt For For For
1c Elect Director Francisco Javier Mgmt For Against Against Fernandez-Carbajal
1d Elect Director Alfred F. Kelly, Jr. Mgmt For For For
1e Elect Director Ramon L. Laguarta Mgmt For For For
1f Elect Director John F. Lundgren Mgmt For For For
1g Elect Director Robert W. Matschullat Mgmt For For For
1h Elect Director Denise M. Morrison Mgmt For For For
1i Elect Director Suzanne Nora Johnson Mgmt For Against Against
1j Elect Director John A. C. Swainson Mgmt For For For
1k Elect Director Maynard G. Webb, Jr. Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Aramark
Meeting Date: 01/29/2020 Country: USA Primary Security ID: 03852U106 Record Date: 12/09/2019 Meeting Type: Annual Ticker: ARMK Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aramark
Shares Voted: 18,876
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Susan M. Cameron Mgmt For For For
1b Elect Director Greg Creed Mgmt For For For
1c Elect Director Calvin Darden Mgmt For For For
1d Elect Director Richard W. Dreiling Mgmt For Against Against
1e Elect Director Irene M. Esteves Mgmt For Against Against
1f Elect Director Daniel J. Heinrich Mgmt For For For
1g Elect Director Paul C. Hilal Mgmt For For For
1h Elect Director Karen M. King Mgmt For For For
1i Elect Director Stephen I. Sadove Mgmt For Against Against
1j Elect Director Arthur B. Winkleblack Mgmt For For For
1k Elect Director John J. Zillmer Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Permit Shareholders to Call a Special Meeting Mgmt For For For of Shareholders and Delete Certain Obsolete Provisions
Shares Voted: 37,879
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Susan M. Cameron Mgmt For For For
1b Elect Director Greg Creed Mgmt For For For
1c Elect Director Calvin Darden Mgmt For For For
1d Elect Director Richard W. Dreiling Mgmt For Against Against
1e Elect Director Irene M. Esteves Mgmt For Against Against
1f Elect Director Daniel J. Heinrich Mgmt For For For
1g Elect Director Paul C. Hilal Mgmt For For For
1h Elect Director Karen M. King Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aramark
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Stephen I. Sadove Mgmt For Against Against
1j Elect Director Arthur B. Winkleblack Mgmt For For For
1k Elect Director John J. Zillmer Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Permit Shareholders to Call a Special Meeting Mgmt For For For of Shareholders and Delete Certain Obsolete Provisions
Continental Building Products, Inc.
Meeting Date: 01/29/2020 Country: USA Primary Security ID: 211171103 Record Date: 12/23/2019 Meeting Type: Special Ticker: CBPX
Shares Voted: 51,235
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 76,108
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Valvoline Inc.
Meeting Date: 01/30/2020 Country: USA Primary Security ID: 92047W101 Record Date: 12/02/2019 Meeting Type: Annual Ticker: VVV Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Valvoline Inc.
Shares Voted: 2,382,322
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gerald W. Evans, Jr. Mgmt For For For
1b Elect Director Richard J. Freeland Mgmt For For For
1c Elect Director Stephen F. Kirk Mgmt For For For
1d Elect Director Carol H. Kruse Mgmt For For For
1e Elect Director Stephen E. Macadam Mgmt For For For
1f Elect Director Vada O. Manager Mgmt For For For
1g Elect Director Samuel J. Mitchell, Jr. Mgmt For For For
1h Elect Director Charles M. Sonsteby Mgmt For For For
1i Elect Director Mary J. Twinem Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 471,817
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gerald W. Evans, Jr. Mgmt For For For
1b Elect Director Richard J. Freeland Mgmt For For For
1c Elect Director Stephen F. Kirk Mgmt For For For
1d Elect Director Carol H. Kruse Mgmt For For For
1e Elect Director Stephen E. Macadam Mgmt For For For
1f Elect Director Vada O. Manager Mgmt For For For
1g Elect Director Samuel J. Mitchell, Jr. Mgmt For For For
1h Elect Director Charles M. Sonsteby Mgmt For For For
1i Elect Director Mary J. Twinem Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Walgreens Boots Alliance, Inc.
Meeting Date: 01/30/2020 Country: USA Primary Security ID: 931427108 Record Date: 12/02/2019 Meeting Type: Annual Ticker: WBA
Shares Voted: 36
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jose E. Almeida Mgmt For For For
1b Elect Director Janice M. Babiak Mgmt For For For
1c Elect Director David J. Brailer Mgmt For For For
1d Elect Director William C. Foote Mgmt For For For
1e Elect Director Ginger L. Graham Mgmt For For For
1f Elect Director John A. Lederer Mgmt For For For
1g Elect Director Dominic P. Murphy Mgmt For For For
1h Elect Director Stefano Pessina Mgmt For For For
1i Elect Director Nancy M. Schlichting Mgmt For For For
1j Elect Director James A. Skinner Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
5 Adopt a Policy on Bonus Banking *Withdrawn SH Resolution*
6 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Amdocs Limited
Meeting Date: 01/31/2020 Country: Guernsey Primary Security ID: G02602103 Record Date: 12/05/2019 Meeting Type: Annual Ticker: DOX
Shares Voted: 691,831
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert A. Minicucci Mgmt For Against Against
1.2 Elect Director Adrian Gardner Mgmt For For For
1.3 Elect Director James S. Kahan Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Amdocs Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Rafael de la Vega Mgmt For For For
1.5 Elect Director Giora Yaron Mgmt For For For
1.6 Elect Director Eli Gelman Mgmt For For For
1.7 Elect Director Richard T.C. LeFave Mgmt For Against Against
1.8 Elect Director John A. MacDonald Mgmt For For For
1.9 Elect Director Shuky Sheffer Mgmt For For For
1.10 Elect Director Yvette Kanouff Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Approve an Increase in the Quarterly Cash Mgmt For For For Dividend Rate
4 Accept Financial Statements and Statutory Mgmt For For For Reports
5 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
Shares Voted: 1,107,189
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert A. Minicucci Mgmt For Against Against
1.2 Elect Director Adrian Gardner Mgmt For For For
1.3 Elect Director James S. Kahan Mgmt For Against Against
1.4 Elect Director Rafael de la Vega Mgmt For For For
1.5 Elect Director Giora Yaron Mgmt For For For
1.6 Elect Director Eli Gelman Mgmt For For For
1.7 Elect Director Richard T.C. LeFave Mgmt For Against Against
1.8 Elect Director John A. MacDonald Mgmt For For For
1.9 Elect Director Shuky Sheffer Mgmt For For For
1.10 Elect Director Yvette Kanouff Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Approve an Increase in the Quarterly Cash Mgmt For For For Dividend Rate
4 Accept Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Amdocs Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
Netcare Ltd.
Meeting Date: 01/31/2020 Country: South Africa Primary Security ID: S5507D108 Record Date: 01/24/2020 Meeting Type: Annual Ticker: NTC
Shares Voted: 161,688
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Reappoint Deloitte & Touche as Auditors of Mgmt For For For the Company with Graeme Berry as Designated Auditor
2.1 Re-elect Thevendrie Brewer as Director Mgmt For For For
2.2 Elect Lezanne Human as Director Mgmt For For For
2.3 Elect David Kneale as Director Mgmt For For For
2.4 Re-elect Martin Kuscus as Director Mgmt For For For
2.5 Re-elect Kgomotso Moroka as Director Mgmt For Against Against
3.1 Re-elect Mark Bower as Chairperson of the Mgmt For For For Audit Committee
3.2 Re-elect Bukelwa Bulo as Member of the Audit Mgmt For For For Committee
3.3 Elect David Kneale as Member of the Audit Mgmt For For For Committee
4 Approve Remuneration Policy Mgmt For For For
5 Approve Implementation Report Mgmt For For For
6 Authorise Ratification of Approved Mgmt For For For Resolutions
7 Approve Forfeiture Share Plan Mgmt For For For
8 Authorise Repurchase of Issued Share Capital Mgmt For For For
9 Approve Non-executive Directors' Mgmt For For For Remuneration
10 Approve Financial Assistance to Related or Mgmt For For For Inter-related Company Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Netcare Ltd.
Shares Voted: 197,926
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Reappoint Deloitte & Touche as Auditors of Mgmt For For For the Company with Graeme Berry as Designated Auditor
2.1 Re-elect Thevendrie Brewer as Director Mgmt For For For
2.2 Elect Lezanne Human as Director Mgmt For For For
2.3 Elect David Kneale as Director Mgmt For For For
2.4 Re-elect Martin Kuscus as Director Mgmt For For For
2.5 Re-elect Kgomotso Moroka as Director Mgmt For Against Against
3.1 Re-elect Mark Bower as Chairperson of the Mgmt For For For Audit Committee
3.2 Re-elect Bukelwa Bulo as Member of the Audit Mgmt For For For Committee
3.3 Elect David Kneale as Member of the Audit Mgmt For For For Committee
4 Approve Remuneration Policy Mgmt For For For
5 Approve Implementation Report Mgmt For For For
6 Authorise Ratification of Approved Mgmt For For For Resolutions
7 Approve Forfeiture Share Plan Mgmt For For For
8 Authorise Repurchase of Issued Share Capital Mgmt For For For
9 Approve Non-executive Directors' Mgmt For For For Remuneration
10 Approve Financial Assistance to Related or Mgmt For For For Inter-related Company
WestRock Company
Meeting Date: 01/31/2020 Country: USA Primary Security ID: 96145D105 Record Date: 12/06/2019 Meeting Type: Annual Ticker: WRK
Shares Voted: 159
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Colleen F. Arnold Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
WestRock Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Timothy J. Bernlohr Mgmt For Against Against
1c Elect Director J. Powell Brown Mgmt For For For
1d Elect Director Terrell K. Crews Mgmt For For For
1e Elect Director Russell M. Currey Mgmt For For For
1f Elect Director Suzan F. Harrison Mgmt For For For
1g Elect Director John A. Luke, Jr. Mgmt For For For
1h Elect Director Gracia C. Martore Mgmt For Against Against
1i Elect Director James E. Nevels Mgmt For For For
1j Elect Director Timothy H. Powers Mgmt For For For
1k Elect Director Steven C. Voorhees Mgmt For For For
1l Elect Director Bettina M. Whyte Mgmt For For For
1m Elect Director Alan D. Wilson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Aon plc
Meeting Date: 02/04/2020 Country: United Kingdom Primary Security ID: G0408V102 Record Date: 01/31/2020 Meeting Type: Special Ticker: AON
Shares Voted: 883,466
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement Mgmt For For For
2 Approve Reduction of Share Capital and Mgmt For For For Creation of Distributable Profits
3 Approve Terms of an Off-Exchange Buyback Mgmt For For For and Cancellation of Class B Ordinary Shares
4 Approve Delisting of Shares from the New Mgmt For For For York Stock Exchange
5 Adjourn Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aon plc
Shares Voted: 1,043,677
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement Mgmt For For For
2 Approve Reduction of Share Capital and Mgmt For For For Creation of Distributable Profits
3 Approve Terms of an Off-Exchange Buyback Mgmt For For For and Cancellation of Class B Ordinary Shares
4 Approve Delisting of Shares from the New Mgmt For For For York Stock Exchange
5 Adjourn Meeting Mgmt For For For
Aon plc
Meeting Date: 02/04/2020 Country: United Kingdom Primary Security ID: G0408V102 Record Date: 01/31/2020 Meeting Type: Court Ticker: AON
Shares Voted: 883,466
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement Mgmt For For For
Shares Voted: 1,043,677
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement Mgmt For For For
Dolby Laboratories, Inc.
Meeting Date: 02/04/2020 Country: USA Primary Security ID: 25659T107 Record Date: 12/06/2019 Meeting Type: Annual Ticker: DLB
Shares Voted: 14,134
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kevin Yeaman Mgmt For For For
1.2 Elect Director Peter Gotcher Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Dolby Laboratories, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Micheline Chau Mgmt For For For
1.4 Elect Director David Dolby Mgmt For For For
1.5 Elect Director N. William Jasper, Jr. Mgmt For For For
1.6 Elect Director Simon Segars Mgmt For For For
1.7 Elect Director Roger Siboni Mgmt For For For
1.8 Elect Director Anjali Sud Mgmt For For For
1.9 Elect Director Avadis Tevanian, Jr. Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 22,744
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kevin Yeaman Mgmt For For For
1.2 Elect Director Peter Gotcher Mgmt For For For
1.3 Elect Director Micheline Chau Mgmt For For For
1.4 Elect Director David Dolby Mgmt For For For
1.5 Elect Director N. William Jasper, Jr. Mgmt For For For
1.6 Elect Director Simon Segars Mgmt For For For
1.7 Elect Director Roger Siboni Mgmt For For For
1.8 Elect Director Anjali Sud Mgmt For For For
1.9 Elect Director Avadis Tevanian, Jr. Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify KPMG LLP as Auditors Mgmt For For For
Emerson Electric Co.
Meeting Date: 02/04/2020 Country: USA Primary Security ID: 291011104 Record Date: 11/26/2019 Meeting Type: Annual Ticker: EMR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Emerson Electric Co.
Shares Voted: 13
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin S. Craighead Mgmt For For For
1.2 Elect Director David N. Farr Mgmt For For For
1.3 Elect Director Gloria A. Flach Mgmt For For For
1.4 Elect Director Matthew S. Levatich Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Declassify the Board of Directors Mgmt For For For
Ingersoll-Rand plc
Meeting Date: 02/04/2020 Country: Ireland Primary Security ID: G47791101 Record Date: 12/17/2019 Meeting Type: Special Ticker: IR
Shares Voted: 127,422
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Change Company Name to Trane Mgmt For For For Technologies plc
Shares Voted: 406,634
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Change Company Name to Trane Mgmt For For For Technologies plc
Oshkosh Corporation
Meeting Date: 02/04/2020 Country: USA Primary Security ID: 688239201 Record Date: 12/13/2019 Meeting Type: Annual Ticker: OSK Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Oshkosh Corporation
Shares Voted: 32
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Keith J. Allman Mgmt For For For
1.2 Elect Director Wilson R. Jones Mgmt For For For
1.3 Elect Director Tyrone M. Jordan Mgmt For For For
1.4 Elect Director Kimberley Metcalf-Kupres Mgmt For For For
1.5 Elect Director Stephen D. Newlin Mgmt For For For
1.6 Elect Director Raymond T. Odierno Mgmt For For For
1.7 Elect Director Craig P. Omtvedt Mgmt For For For
1.8 Elect Director Duncan J. Palmer Mgmt For For For
1.9 Elect Director Sandra E. Rowland Mgmt For For For
1.10 Elect Director John S. Shiely Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Imperial Brands Plc
Meeting Date: 02/05/2020 Country: United Kingdom Primary Security ID: G4720C107 Record Date: 02/03/2020 Meeting Type: Annual Ticker: IMB
Shares Voted: 484,695
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Re-elect Susan Clark as Director Mgmt For Against Against
5 Re-elect Alison Cooper as Director Mgmt For For For
6 Re-elect Therese Esperdy as Director Mgmt For For For
7 Re-elect Simon Langelier as Director Mgmt For For For
8 Re-elect Matthew Phillips as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Imperial Brands Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Re-elect Steven Stanbrook as Director Mgmt For For For
10 Elect Jonathan Stanton as Director Mgmt For For For
11 Re-elect Oliver Tant as Director Mgmt For For For
12 Re-elect Karen Witts as Director Mgmt For For For
13 Appoint Ernst & Young LLP as Auditors Mgmt For For For
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For For For
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
18 Authorise Market Purchase of Ordinary Shares Mgmt For For For
19 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 1,026,327
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Re-elect Susan Clark as Director Mgmt For Against Against
5 Re-elect Alison Cooper as Director Mgmt For For For
6 Re-elect Therese Esperdy as Director Mgmt For For For
7 Re-elect Simon Langelier as Director Mgmt For For For
8 Re-elect Matthew Phillips as Director Mgmt For For For
9 Re-elect Steven Stanbrook as Director Mgmt For For For
10 Elect Jonathan Stanton as Director Mgmt For For For
11 Re-elect Oliver Tant as Director Mgmt For For For
12 Re-elect Karen Witts as Director Mgmt For For For
13 Appoint Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Imperial Brands Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For For For
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
18 Authorise Market Purchase of Ordinary Shares Mgmt For For For
19 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Imperial Brands Plc
Meeting Date: 02/05/2020 Country: United Kingdom Primary Security ID: G4720C107 Record Date: 12/27/2019 Meeting Type: Annual Ticker: IMB
Shares Voted: 115
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Re-elect Susan Clark as Director Mgmt For Against Against
5 Re-elect Alison Cooper as Director Mgmt For For For
6 Re-elect Therese Esperdy as Director Mgmt For For For
7 Re-elect Simon Langelier as Director Mgmt For For For
8 Re-elect Matthew Phillips as Director Mgmt For For For
9 Re-elect Steven Stanbrook as Director Mgmt For For For
10 Elect Jonathan Stanton as Director Mgmt For For For
11 Re-elect Oliver Tant as Director Mgmt For For For
12 Re-elect Karen Witts as Director Mgmt For For For
13 Appoint Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Imperial Brands Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For For For
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
18 Authorise Market Purchase of Ordinary Shares Mgmt For For For
19 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Siemens AG
Meeting Date: 02/05/2020 Country: Germany Primary Security ID: D69671218 Record Date: Meeting Type: Annual Ticker: SIE
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2018/19 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For Do Not of EUR 3.90 per Share Vote
3.1 Approve Discharge of Management Board Mgmt For For Do Not Member Joe Kaeser for Fiscal 2018/19 Vote
3.2 Approve Discharge of Management Board Mgmt For For Do Not Member Roland Busch for Fiscal 2018/19 Vote
3.3 Approve Discharge of Management Board Mgmt For For Do Not Member Lisa Davis for Fiscal 2018/19 Vote
3.4 Approve Discharge of Management Board Mgmt For For Do Not Member Klaus Helmrich for Fiscal 2018/19 Vote
3.5 Approve Discharge of Management Board Mgmt For For Do Not Member Janina Kugel for Fiscal 2018/19 Vote
3.6 Approve Discharge of Management Board Mgmt For For Do Not Member Cedrik Neike for Fiscal 2018/19 Vote
3.7 Approve Discharge of Management Board Mgmt For For Do Not Member Michael Sen for Fiscal 2018/19 Vote
3.8 Approve Discharge of Management Board Mgmt For For Do Not Member Ralf Thomas for Fiscal 2018/19 Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.1 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Jim Hagemann Snabe for Fiscal Vote 2018/19
4.2 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Birgit Steinborn for Fiscal 2018/19 Vote
4.3 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Werner Wenning for Fiscal 2018/19 Vote
4.4 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Werner Brandt for Fiscal 2018/19 Vote
4.5 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Michael Diekmann for Fiscal 2018/19 Vote
4.6 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Andrea Fehrmann for Fiscal 2018/19 Vote
4.7 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Reinhard Hahn (until January 30, Vote 2019) for Fiscal 2018/19
4.8 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Bettina Haller for Fiscal 2018/19 Vote
4.9 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Robert Kensbock for Fiscal 2018/19 Vote
4.10 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Harald Kern for Fiscal 2018/19 Vote
4.11 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Juergen Kerner for Fiscal 2018/19 Vote
4.12 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Nicola Leibinger-Kammueller for Vote Fiscal 2018/19
4.13 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Benoit Potier for Fiscal 2018/19 Vote
4.14 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Hagen Reimer (from January 30, Vote 2019) for Fiscal 2018/19
4.15 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Norbert Reithofer for Fiscal 2018/19 Vote
4.16 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Dame Shafik for Fiscal 2018/19 Vote
4.17 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Nathalie von Siemens for Fiscal Vote 2018/19
4.18 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Michael Sigmund for Fiscal 2018/19 Vote
4.19 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Dorothea Simon for Fiscal 2018/19 Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.20 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Matthias Zachert for Fiscal 2018/19 Vote
4.21 Approve Discharge of Supervisory Board Mgmt For For Do Not Member Gunnar Zukunft for Fiscal 2018/19 Vote
5 Ratify Ernst & Young GmbH as Auditors for Mgmt For For Do Not Fiscal 2019/20 Vote
6 Approve Remuneration Policy Mgmt For For Do Not Vote
7 Authorize Share Repurchase Program and Mgmt For For Do Not Reissuance or Cancellation of Repurchased Vote Shares
8 Authorize Use of Financial Derivatives when Mgmt For For Do Not Repurchasing Shares Vote
9 Approve Issuance of Warrants/Bonds with Mgmt For For Do Not Warrants Attached/Convertible Bonds without Vote Preemptive Rights up to Aggregate Nominal Amount of EUR 15 Billion; Approve Creation of EUR 180 Million Pool of Capital to Guarantee Conversion Rights
10 Approve Affiliation Agreement with Subsidiary Mgmt For For Do Not Siemens Mobility GmbH Vote
Shares Voted: 123,336
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2018/19 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 3.90 per Share
3.1 Approve Discharge of Management Board Mgmt For For For Member Joe Kaeser for Fiscal 2018/19
3.2 Approve Discharge of Management Board Mgmt For For For Member Roland Busch for Fiscal 2018/19
3.3 Approve Discharge of Management Board Mgmt For For For Member Lisa Davis for Fiscal 2018/19
3.4 Approve Discharge of Management Board Mgmt For For For Member Klaus Helmrich for Fiscal 2018/19
3.5 Approve Discharge of Management Board Mgmt For For For Member Janina Kugel for Fiscal 2018/19
3.6 Approve Discharge of Management Board Mgmt For For For Member Cedrik Neike for Fiscal 2018/19
3.7 Approve Discharge of Management Board Mgmt For For For Member Michael Sen for Fiscal 2018/19 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.8 Approve Discharge of Management Board Mgmt For For For Member Ralf Thomas for Fiscal 2018/19
4.1 Approve Discharge of Supervisory Board Mgmt For For For Member Jim Hagemann Snabe for Fiscal 2018/19
4.2 Approve Discharge of Supervisory Board Mgmt For For For Member Birgit Steinborn for Fiscal 2018/19
4.3 Approve Discharge of Supervisory Board Mgmt For For For Member Werner Wenning for Fiscal 2018/19
4.4 Approve Discharge of Supervisory Board Mgmt For For For Member Werner Brandt for Fiscal 2018/19
4.5 Approve Discharge of Supervisory Board Mgmt For For For Member Michael Diekmann for Fiscal 2018/19
4.6 Approve Discharge of Supervisory Board Mgmt For For For Member Andrea Fehrmann for Fiscal 2018/19
4.7 Approve Discharge of Supervisory Board Mgmt For For For Member Reinhard Hahn (until January 30, 2019) for Fiscal 2018/19
4.8 Approve Discharge of Supervisory Board Mgmt For For For Member Bettina Haller for Fiscal 2018/19
4.9 Approve Discharge of Supervisory Board Mgmt For For For Member Robert Kensbock for Fiscal 2018/19
4.10 Approve Discharge of Supervisory Board Mgmt For For For Member Harald Kern for Fiscal 2018/19
4.11 Approve Discharge of Supervisory Board Mgmt For For For Member Juergen Kerner for Fiscal 2018/19
4.12 Approve Discharge of Supervisory Board Mgmt For For For Member Nicola Leibinger-Kammueller for Fiscal 2018/19
4.13 Approve Discharge of Supervisory Board Mgmt For For For Member Benoit Potier for Fiscal 2018/19
4.14 Approve Discharge of Supervisory Board Mgmt For For For Member Hagen Reimer (from January 30, 2019) for Fiscal 2018/19
4.15 Approve Discharge of Supervisory Board Mgmt For For For Member Norbert Reithofer for Fiscal 2018/19
4.16 Approve Discharge of Supervisory Board Mgmt For For For Member Dame Shafik for Fiscal 2018/19
4.17 Approve Discharge of Supervisory Board Mgmt For For For Member Nathalie von Siemens for Fiscal 2018/19
4.18 Approve Discharge of Supervisory Board Mgmt For For For Member Michael Sigmund for Fiscal 2018/19 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.19 Approve Discharge of Supervisory Board Mgmt For For For Member Dorothea Simon for Fiscal 2018/19
4.20 Approve Discharge of Supervisory Board Mgmt For For For Member Matthias Zachert for Fiscal 2018/19
4.21 Approve Discharge of Supervisory Board Mgmt For For For Member Gunnar Zukunft for Fiscal 2018/19
5 Ratify Ernst & Young GmbH as Auditors for Mgmt For For For Fiscal 2019/20
6 Approve Remuneration Policy Mgmt For For For
7 Authorize Share Repurchase Program and Mgmt For For For Reissuance or Cancellation of Repurchased Shares
8 Authorize Use of Financial Derivatives when Mgmt For For For Repurchasing Shares
9 Approve Issuance of Warrants/Bonds with Mgmt For For For Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 15 Billion; Approve Creation of EUR 180 Million Pool of Capital to Guarantee Conversion Rights
10 Approve Affiliation Agreement with Subsidiary Mgmt For For For Siemens Mobility GmbH
Shares Voted: 113,838
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2018/19 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 3.90 per Share
3.1 Approve Discharge of Management Board Mgmt For For For Member Joe Kaeser for Fiscal 2018/19
3.2 Approve Discharge of Management Board Mgmt For For For Member Roland Busch for Fiscal 2018/19
3.3 Approve Discharge of Management Board Mgmt For For For Member Lisa Davis for Fiscal 2018/19
3.4 Approve Discharge of Management Board Mgmt For For For Member Klaus Helmrich for Fiscal 2018/19
3.5 Approve Discharge of Management Board Mgmt For For For Member Janina Kugel for Fiscal 2018/19
3.6 Approve Discharge of Management Board Mgmt For For For Member Cedrik Neike for Fiscal 2018/19 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.7 Approve Discharge of Management Board Mgmt For For For Member Michael Sen for Fiscal 2018/19
3.8 Approve Discharge of Management Board Mgmt For For For Member Ralf Thomas for Fiscal 2018/19
4.1 Approve Discharge of Supervisory Board Mgmt For For For Member Jim Hagemann Snabe for Fiscal 2018/19
4.2 Approve Discharge of Supervisory Board Mgmt For For For Member Birgit Steinborn for Fiscal 2018/19
4.3 Approve Discharge of Supervisory Board Mgmt For For For Member Werner Wenning for Fiscal 2018/19
4.4 Approve Discharge of Supervisory Board Mgmt For For For Member Werner Brandt for Fiscal 2018/19
4.5 Approve Discharge of Supervisory Board Mgmt For For For Member Michael Diekmann for Fiscal 2018/19
4.6 Approve Discharge of Supervisory Board Mgmt For For For Member Andrea Fehrmann for Fiscal 2018/19
4.7 Approve Discharge of Supervisory Board Mgmt For For For Member Reinhard Hahn (until January 30, 2019) for Fiscal 2018/19
4.8 Approve Discharge of Supervisory Board Mgmt For For For Member Bettina Haller for Fiscal 2018/19
4.9 Approve Discharge of Supervisory Board Mgmt For For For Member Robert Kensbock for Fiscal 2018/19
4.10 Approve Discharge of Supervisory Board Mgmt For For For Member Harald Kern for Fiscal 2018/19
4.11 Approve Discharge of Supervisory Board Mgmt For For For Member Juergen Kerner for Fiscal 2018/19
4.12 Approve Discharge of Supervisory Board Mgmt For For For Member Nicola Leibinger-Kammueller for Fiscal 2018/19
4.13 Approve Discharge of Supervisory Board Mgmt For For For Member Benoit Potier for Fiscal 2018/19
4.14 Approve Discharge of Supervisory Board Mgmt For For For Member Hagen Reimer (from January 30, 2019) for Fiscal 2018/19
4.15 Approve Discharge of Supervisory Board Mgmt For For For Member Norbert Reithofer for Fiscal 2018/19
4.16 Approve Discharge of Supervisory Board Mgmt For For For Member Dame Shafik for Fiscal 2018/19
4.17 Approve Discharge of Supervisory Board Mgmt For For For Member Nathalie von Siemens for Fiscal 2018/19 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.18 Approve Discharge of Supervisory Board Mgmt For For For Member Michael Sigmund for Fiscal 2018/19
4.19 Approve Discharge of Supervisory Board Mgmt For For For Member Dorothea Simon for Fiscal 2018/19
4.20 Approve Discharge of Supervisory Board Mgmt For For For Member Matthias Zachert for Fiscal 2018/19
4.21 Approve Discharge of Supervisory Board Mgmt For For For Member Gunnar Zukunft for Fiscal 2018/19
5 Ratify Ernst & Young GmbH as Auditors for Mgmt For For For Fiscal 2019/20
6 Approve Remuneration Policy Mgmt For For For
7 Authorize Share Repurchase Program and Mgmt For For For Reissuance or Cancellation of Repurchased Shares
8 Authorize Use of Financial Derivatives when Mgmt For For For Repurchasing Shares
9 Approve Issuance of Warrants/Bonds with Mgmt For For For Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 15 Billion; Approve Creation of EUR 180 Million Pool of Capital to Guarantee Conversion Rights
10 Approve Affiliation Agreement with Subsidiary Mgmt For For For Siemens Mobility GmbH
Siemens AG
Meeting Date: 02/05/2020 Country: Germany Primary Security ID: D69671218 Record Date: 01/15/2020 Meeting Type: Annual Ticker: SIE
Shares Voted: 930
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2018/19 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 3.90 per Share
3a Approve Discharge of Management Board Mgmt For For For Member Joe Kaeser for Fiscal 2018/19
3b Approve Discharge of Management Board Mgmt For For For Member Roland Busch for Fiscal 2018/19 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3c Approve Discharge of Management Board Mgmt For For For Member Lisa Davis for Fiscal 2018/19
3d Approve Discharge of Management Board Mgmt For For For Member Klaus Helmrich for Fiscal 2018/19
3e Approve Discharge of Management Board Mgmt For For For Member Janina Kugel for Fiscal 2018/19
3f Approve Discharge of Management Board Mgmt For For For Member Cedrik Neike for Fiscal 2018/19
3g Approve Discharge of Management Board Mgmt For For For Member Michael Sen for Fiscal 2018/19
3h Approve Discharge of Management Board Mgmt For For For Member Ralf Thomas for Fiscal 2018/19
4a Approve Discharge of Supervisory Board Mgmt For For For Member Jim Hagemann Snabe for Fiscal 2018/19
4b Approve Discharge of Supervisory Board Mgmt For For For Member Birgit Steinborn for Fiscal 2018/19
4c Approve Discharge of Supervisory Board Mgmt For For For Member Werner Wenning for Fiscal 2018/19
4d Approve Discharge of Supervisory Board Mgmt For For For Member Werner Brandt for Fiscal 2018/19
4e Approve Discharge of Supervisory Board Mgmt For For For Member Michael Diekmann for Fiscal 2018/19
4f Approve Discharge of Supervisory Board Mgmt For For For Member Andrea Fehrmann for Fiscal 2018/19
4g Approve Discharge of Supervisory Board Mgmt For For For Member Reinhard Hahn (until January 30, 2019) for Fiscal 2018/19
4h Approve Discharge of Supervisory Board Mgmt For For For Member Bettina Haller for Fiscal 2018/19
4i Approve Discharge of Supervisory Board Mgmt For For For Member Robert Kensbock for Fiscal 2018/19
4j Approve Discharge of Supervisory Board Mgmt For For For Member Harald Kern for Fiscal 2018/19
4k Approve Discharge of Supervisory Board Mgmt For For For Member Juergen Kerner for Fiscal 2018/19
4l Approve Discharge of Supervisory Board Mgmt For For For Member Nicola Leibinger-Kammueller for Fiscal 2018/19
4m Approve Discharge of Supervisory Board Mgmt For For For Member Benoit Potier for Fiscal 2018/19
4n Approve Discharge of Supervisory Board Mgmt For For For Member Hagen Reimer (from January 30, 2019) for Fiscal 2018/19 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4o Approve Discharge of Supervisory Board Mgmt For For For Member Norbert Reithofer for Fiscal 2018/19
4p Approve Discharge of Supervisory Board Mgmt For For For Member Dame Shafik for Fiscal 2018/19
4q Approve Discharge of Supervisory Board Mgmt For For For Member Nathalie von Siemens for Fiscal 2018/19
4r Approve Discharge of Supervisory Board Mgmt For For For Member Michael Sigmund for Fiscal 2018/19
4s Approve Discharge of Supervisory Board Mgmt For For For Member Dorothea Simon for Fiscal 2018/19
4t Approve Discharge of Supervisory Board Mgmt For For For Member Matthias Zachert for Fiscal 2018/19
4u Approve Discharge of Supervisory Board Mgmt For For For Member Gunnar Zukunft for Fiscal 2018/19
5 Ratify Ernst & Young GmbH as Auditors for Mgmt For For For Fiscal 2019/20
6 Approve Remuneration Policy Mgmt For For For
7 Authorize Share Repurchase Program and Mgmt For For For Reissuance or Cancellation of Repurchased Shares
8 Authorize Use of Financial Derivatives when Mgmt For For For Repurchasing Shares
9 Approve Issuance of Warrants/Bonds with Mgmt For For For Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 15 Billion; Approve Creation of EUR 180 Million Pool of Capital to Guarantee Conversion Rights
10 Approve Affiliation Agreement with Subsidiary Mgmt For For For Siemens Mobility GmbH
11 Additional Proposals Presented at the Meeting SH Against Against Against
12 Additional Proposals Presented at the Meeting SH Against Against Against
A Counter Motion A SH Against Against Against
B Counter Motion B SH Against Against Against
C Counter Motion C SH Against Against Against
D Counter Motion D SH Against Against Against
E Counter Motion E SH Against Against Against
F Counter Motion F SH Against Against Against
G Counter Motion SH Against Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
H Counter Motion SH Against Against Against
I Counter Motion SH Against Against Against
Astral Foods Ltd.
Meeting Date: 02/06/2020 Country: South Africa Primary Security ID: S0752H102 Record Date: 01/31/2020 Meeting Type: Annual Ticker: ARL
Shares Voted: 45,470
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 September 2019
2.1 Elect Saleh Mayet as Director Mgmt For For For
2.2 Elect Willem Potgieter as Director Mgmt For For For
3.1 Re-elect Dr Theunis Eloff as Director Mgmt For For For
3.2 Re-elect Tshepo Shabangu as Director Mgmt For For For
4.1 Re-elect Diederik Fouche as Member of the Mgmt For For For Audit and Risk Management Committee
4.2 Elect Saleh Mayet as Member of the Audit and Mgmt For For For Risk Management Committee
4.3 Re-elect Tshepo Shabangu as Member of the Mgmt For For For Audit and Risk Management Committee
5.1 Re-elect Gary Arnold as Member of the Social Mgmt For For For and Ethics Committee
5.2 Re-elect Theunis Eloff as Member of the Mgmt For For For Social and Ethics Committee
5.3 Re-elect Len Hansen as Member of the Social Mgmt For For For and Ethics Committee
5.4 Re-elect Takalani Maumela as Member of the Mgmt For For For Social and Ethics Committee
6 Reappoint PricewaterhouseCoopers Mgmt For For For Incorporated as Auditors of the Company with EJ Gerryts as the Individual Designated Auditor
7 Authorise the Audit and Risk Management Mgmt For For For Committee to Fix Remuneration of Auditors
8 Approve Remuneration Policy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Astral Foods Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Approve Remuneration Implementation Mgmt For For For Report
10 Authorise Ratification of Approved Mgmt For For For Resolutions
11 Approve Fees Payable to Non-executive Mgmt For For For Directors
12 Approve Financial Assistance to Related and Mgmt For For For Inter-related Companies
13 Authorise Repurchase of Issued Share Capital Mgmt For For For
Shares Voted: 15,929
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 September 2019
2.1 Elect Saleh Mayet as Director Mgmt For For For
2.2 Elect Willem Potgieter as Director Mgmt For For For
3.1 Re-elect Dr Theunis Eloff as Director Mgmt For For For
3.2 Re-elect Tshepo Shabangu as Director Mgmt For For For
4.1 Re-elect Diederik Fouche as Member of the Mgmt For For For Audit and Risk Management Committee
4.2 Elect Saleh Mayet as Member of the Audit and Mgmt For For For Risk Management Committee
4.3 Re-elect Tshepo Shabangu as Member of the Mgmt For For For Audit and Risk Management Committee
5.1 Re-elect Gary Arnold as Member of the Social Mgmt For For For and Ethics Committee
5.2 Re-elect Theunis Eloff as Member of the Mgmt For For For Social and Ethics Committee
5.3 Re-elect Len Hansen as Member of the Social Mgmt For For For and Ethics Committee
5.4 Re-elect Takalani Maumela as Member of the Mgmt For For For Social and Ethics Committee
6 Reappoint PricewaterhouseCoopers Mgmt For For For Incorporated as Auditors of the Company with EJ Gerryts as the Individual Designated Auditor
7 Authorise the Audit and Risk Management Mgmt For For For Committee to Fix Remuneration of Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Astral Foods Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Remuneration Policy Mgmt For For For
9 Approve Remuneration Implementation Mgmt For For For Report
10 Authorise Ratification of Approved Mgmt For For For Resolutions
11 Approve Fees Payable to Non-executive Mgmt For For For Directors
12 Approve Financial Assistance to Related and Mgmt For For For Inter-related Companies
13 Authorise Repurchase of Issued Share Capital Mgmt For For For
Gladstone Capital Corporation
Meeting Date: 02/06/2020 Country: USA Primary Security ID: 376535100 Record Date: 12/02/2019 Meeting Type: Annual Ticker: GLAD
Shares Voted: 18,990
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michela A. English Mgmt For Withhold Withhold
1.2 Elect Director Anthony W. Parker Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 507
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michela A. English Mgmt For Withhold Withhold
1.2 Elect Director Anthony W. Parker Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
GVC Holdings Plc
Meeting Date: 02/06/2020 Country: Isle of Man Primary Security ID: G427A6103 Record Date: 02/04/2020 Meeting Type: Special Ticker: GVC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GVC Holdings Plc
Shares Voted: 7,932
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Relocation of Tax Residency to the Mgmt For For For United Kingdom; Adopt New Articles of Association
Shares Voted: 1,134,161
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Relocation of Tax Residency to the Mgmt For For For United Kingdom; Adopt New Articles of Association
Tyson Foods, Inc.
Meeting Date: 02/06/2020 Country: USA Primary Security ID: 902494103 Record Date: 12/09/2019 Meeting Type: Annual Ticker: TSN
Shares Voted: 2,735,149
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John Tyson Mgmt For For For
1b Elect Director Gaurdie E. Banister, Jr. Mgmt For For For
1c Elect Director Dean Banks Mgmt For For For
1d Elect Director Mike Beebe Mgmt For For For
1e Elect Director Mikel A. Durham Mgmt For For For
1f Elect Director Jonathan D. Mariner Mgmt For For For
1g Elect Director Kevin M. McNamara Mgmt For For For
1h Elect Director Cheryl S. Miller Mgmt For For For
1i Elect Director Jeffrey K. Schomburger Mgmt For For For
1j Elect Director Robert Thurber Mgmt For For For
1k Elect Director Barbara A. Tyson Mgmt For Against Against
1l Elect Director Noel White Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tyson Foods, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Deforestation Impacts in SH Against Refer For Company's Supply Chain
5 Report on Lobbying Payments and Policy SH Against Against Against
6 Report on Human Rights Risk Assessment SH Against Refer For Process
7 Adopt Share Retention Policy For Senior SH Against For For Executives
Shares Voted: 1,903,872
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John Tyson Mgmt For For For
1b Elect Director Gaurdie E. Banister, Jr. Mgmt For For For
1c Elect Director Dean Banks Mgmt For For For
1d Elect Director Mike Beebe Mgmt For For For
1e Elect Director Mikel A. Durham Mgmt For For For
1f Elect Director Jonathan D. Mariner Mgmt For For For
1g Elect Director Kevin M. McNamara Mgmt For For For
1h Elect Director Cheryl S. Miller Mgmt For For For
1i Elect Director Jeffrey K. Schomburger Mgmt For For For
1j Elect Director Robert Thurber Mgmt For For For
1k Elect Director Barbara A. Tyson Mgmt For Against Against
1l Elect Director Noel White Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Deforestation Impacts in SH Against Refer For Company's Supply Chain
5 Report on Lobbying Payments and Policy SH Against Against Against
6 Report on Human Rights Risk Assessment SH Against Refer For Process
7 Adopt Share Retention Policy For Senior SH Against For For Executives Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Beacon Roofing Supply, Inc.
Meeting Date: 02/11/2020 Country: USA Primary Security ID: 073685109 Record Date: 12/17/2019 Meeting Type: Annual Ticker: BECN
Shares Voted: 1,936
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert R. Buck Mgmt For For For
1.2 Elect Director Julian G. Francis Mgmt For For For
1.3 Elect Director Carl T. Berquist Mgmt For For For
1.4 Elect Director Barbara G. Fast Mgmt For For For
1.5 Elect Director Richard W. Frost Mgmt For Withhold Withhold
1.6 Elect Director Alan Gershenhorn Mgmt For Withhold Withhold
1.7 Elect Director Philip W. Knisely Mgmt For For For
1.8 Elect Director Robert M. McLaughlin Mgmt For For For
1.9 Elect Director Neil S. Novich Mgmt For Withhold Withhold
1.10 Elect Director Stuart A. Randle Mgmt For Withhold Withhold
1.11 Elect Director Nathan K. Sleeper Mgmt For For For
1.12 Elect Director Douglas L. Young Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 40
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert R. Buck Mgmt For For For
1.2 Elect Director Julian G. Francis Mgmt For For For
1.3 Elect Director Carl T. Berquist Mgmt For For For
1.4 Elect Director Barbara G. Fast Mgmt For For For
1.5 Elect Director Richard W. Frost Mgmt For Withhold Withhold
1.6 Elect Director Alan Gershenhorn Mgmt For Withhold Withhold
1.7 Elect Director Philip W. Knisely Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Beacon Roofing Supply, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Robert M. McLaughlin Mgmt For For For
1.9 Elect Director Neil S. Novich Mgmt For Withhold Withhold
1.10 Elect Director Stuart A. Randle Mgmt For Withhold Withhold
1.11 Elect Director Nathan K. Sleeper Mgmt For For For
1.12 Elect Director Douglas L. Young Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Cineworld Group Plc
Meeting Date: 02/11/2020 Country: United Kingdom Primary Security ID: G219AH100 Record Date: 02/07/2020 Meeting Type: Special Ticker: CINE
Shares Voted: 543,841
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition of Cineplex Inc Mgmt For For For
Spar Group Ltd.
Meeting Date: 02/11/2020 Country: South Africa Primary Security ID: S8050H104 Record Date: 01/31/2020 Meeting Type: Annual Ticker: SPP
Shares Voted: 45,552
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 September 2019
2 Elect Lwazi Koyana as Director Mgmt For For For
3.1 Re-elect Harish Mehta as Director Mgmt For For For
3.2 Re-elect Phumla Mnganga as Director Mgmt For Against Against
3.3 Re-elect Andrew Waller as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spar Group Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Reappoint PricewaterhouseCoopers Inc. as Mgmt For For For Auditors of the Company with Sharalene Randelhoff as the Designated Individual Audit Partner
5.1 Re-elect Marang Mashologu as Member of the Mgmt For For For Audit Committee
5.2 Re-elect Harish Mehta as Member of the Audit Mgmt For For For Committee
5.3 Elect Andrew Waller as Chairman of the Audit Mgmt For For For Committee
6 Place Authorised but Unissued Shares Under Mgmt For For For Control of Directors Pursuant to the Employee Share Trust (2004)
7 Place Authorised but Unissued Shares Under Mgmt For For For Control of Directors Pursuant to the Conditional Share Plan
8 Approve Remuneration Policy Mgmt For For For
9 Approve Remuneration Implementation Mgmt For For For Report
10 Approve Financial Assistance to Related or Mgmt For For For Inter-related Companies
11 Approve Non-executive Directors' Fees Mgmt For For For
Shares Voted: 15,802
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 September 2019
2 Elect Lwazi Koyana as Director Mgmt For For For
3.1 Re-elect Harish Mehta as Director Mgmt For For For
3.2 Re-elect Phumla Mnganga as Director Mgmt For Against Against
3.3 Re-elect Andrew Waller as Director Mgmt For For For
4 Reappoint PricewaterhouseCoopers Inc. as Mgmt For For For Auditors of the Company with Sharalene Randelhoff as the Designated Individual Audit Partner
5.1 Re-elect Marang Mashologu as Member of the Mgmt For For For Audit Committee
5.2 Re-elect Harish Mehta as Member of the Audit Mgmt For For For Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spar Group Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.3 Elect Andrew Waller as Chairman of the Audit Mgmt For For For Committee
6 Place Authorised but Unissued Shares Under Mgmt For For For Control of Directors Pursuant to the Employee Share Trust (2004)
7 Place Authorised but Unissued Shares Under Mgmt For For For Control of Directors Pursuant to the Conditional Share Plan
8 Approve Remuneration Policy Mgmt For For For
9 Approve Remuneration Implementation Mgmt For For For Report
10 Approve Financial Assistance to Related or Mgmt For For For Inter-related Companies
11 Approve Non-executive Directors' Fees Mgmt For For For
Barloworld Ltd.
Meeting Date: 02/12/2020 Country: South Africa Primary Security ID: S08470189 Record Date: 02/07/2020 Meeting Type: Annual Ticker: BAW
Shares Voted: 63,005
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 September 2019
2 Re-elect Ngozi Edozien as Director Mgmt For For For
3 Re-elect Dominic Sewela as Director Mgmt For For For
4 Re-elect Sango Ntsaluba as Director Mgmt For For For
5 Elect Nopasika Lila as Director Mgmt For For For
6 Re-elect Sango Ntsaluba as Chairman of the Mgmt For For For Audit Committee
7 Re-elect Hester Hickey as Member of the Mgmt For For For Audit Committee
8 Re-elect Michael Lynch-Bell as Member of the Mgmt For For For Audit Committee
9 Re-elect Nomavuso Mnxasana as Member of Mgmt For For For the Audit Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Barloworld Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10 Appoint Ernst & Young as Auditors of the Mgmt For For For Company with S Sithebe as Individual Registered Auditor and Authorise Their Remuneration
11.1 Approve Conditional Share Plan Mgmt For For For
11.2 Amend Forfeitable Share Plan Mgmt For For For
12 Approve Remuneration Policy Mgmt For For For
13 Approve Remuneration Implementation Mgmt For Against Against Report
Special Resolutions Mgmt
1.1 Approve Fees for the Chairman of the Board Mgmt For For For
1.2 Approve Fees for the Resident Non-executive Mgmt For For For Directors
1.3 Approve Fees for the Non-resident Mgmt For For For Non-executive Directors
1.4 Approve Fees for the Resident Chairman of Mgmt For For For the Audit Committee
1.5 Approve Fees for the Resident Members of Mgmt For For For the Audit Committee
1.6 Approve Fees for the Non-resident Members Mgmt For For For of the Audit Committee
1.7 Approve Fees for the Non-resident Chairman Mgmt For For For of the Remuneration Committee
1.8 Approve Fees for the Resident Chairman of Mgmt For For For the Remuneration Committee
1.9 Approve Fees for the Resident Chairman of Mgmt For For For the social, Ethics and Transformation Committee
1.10 Approve Fees for the Resident Chairman of Mgmt For For For the Risk and Sustainability Committee
1.11 Approve Fees for the Resident Chairman of Mgmt For For For the General Purposes Committee
1.12 Approve Fees for the Resident Chairman of Mgmt For For For the Nomination Committee
1.13 Approve Fees for the Resident Members of Mgmt For For For Each of the Board Committees Other than Audit Committee
1.14 Approve Fees for the Non-resident Members Mgmt For For For of Each of the Board Committees
2 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
3 Authorise Repurchase of Issued Share Capital Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Barloworld Ltd.
Shares Voted: 22,127
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 September 2019
2 Re-elect Ngozi Edozien as Director Mgmt For For For
3 Re-elect Dominic Sewela as Director Mgmt For For For
4 Re-elect Sango Ntsaluba as Director Mgmt For For For
5 Elect Nopasika Lila as Director Mgmt For For For
6 Re-elect Sango Ntsaluba as Chairman of the Mgmt For For For Audit Committee
7 Re-elect Hester Hickey as Member of the Mgmt For For For Audit Committee
8 Re-elect Michael Lynch-Bell as Member of the Mgmt For For For Audit Committee
9 Re-elect Nomavuso Mnxasana as Member of Mgmt For For For the Audit Committee
10 Appoint Ernst & Young as Auditors of the Mgmt For For For Company with S Sithebe as Individual Registered Auditor and Authorise Their Remuneration
11.1 Approve Conditional Share Plan Mgmt For For For
11.2 Amend Forfeitable Share Plan Mgmt For For For
12 Approve Remuneration Policy Mgmt For For For
13 Approve Remuneration Implementation Mgmt For Against Against Report
Special Resolutions Mgmt
1.1 Approve Fees for the Chairman of the Board Mgmt For For For
1.2 Approve Fees for the Resident Non-executive Mgmt For For For Directors
1.3 Approve Fees for the Non-resident Mgmt For For For Non-executive Directors
1.4 Approve Fees for the Resident Chairman of Mgmt For For For the Audit Committee
1.5 Approve Fees for the Resident Members of Mgmt For For For the Audit Committee
1.6 Approve Fees for the Non-resident Members Mgmt For For For of the Audit Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Barloworld Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Approve Fees for the Non-resident Chairman Mgmt For For For of the Remuneration Committee
1.8 Approve Fees for the Resident Chairman of Mgmt For For For the Remuneration Committee
1.9 Approve Fees for the Resident Chairman of Mgmt For For For the social, Ethics and Transformation Committee
1.10 Approve Fees for the Resident Chairman of Mgmt For For For the Risk and Sustainability Committee
1.11 Approve Fees for the Resident Chairman of Mgmt For For For the General Purposes Committee
1.12 Approve Fees for the Resident Chairman of Mgmt For For For the Nomination Committee
1.13 Approve Fees for the Resident Members of Mgmt For For For Each of the Board Committees Other than Audit Committee
1.14 Approve Fees for the Non-resident Members Mgmt For For For of Each of the Board Committees
2 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
3 Authorise Repurchase of Issued Share Capital Mgmt For For For
Daily Journal Corporation
Meeting Date: 02/12/2020 Country: USA Primary Security ID: 233912104 Record Date: 12/20/2019 Meeting Type: Annual Ticker: DJCO
Shares Voted: 633
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Charles T. Munger Mgmt For Withhold Withhold
1.2 Elect Director J.P. Guerin Mgmt For For For
1.3 Elect Director Gerald L. Salzman Mgmt For Withhold Withhold
1.4 Elect Director Peter D. Kaufman Mgmt For For For
1.5 Elect Director Gary L. Wilcox Mgmt For For For
1.6 Elect Director Mary Conlin Mgmt For For For
2 Ratify Squar Milner LLP as Auditors Mgmt For For For
3 Adopt Majority Voting for Uncontested Mgmt For For For Election of Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Daily Journal Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Hillenbrand, Inc.
Meeting Date: 02/13/2020 Country: USA Primary Security ID: 431571108 Record Date: 12/16/2019 Meeting Type: Annual Ticker: HI
Shares Voted: 10,584
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Daniel C. Hillenbrand Mgmt For For For
1.2 Elect Director Thomas H. Johnson Mgmt For For For
1.3 Elect Director Neil S. Novich Mgmt For Withhold Withhold
1.4 Elect Director Joe A. Raver Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Articles of Incorporation and Code of Mgmt For For For By-laws
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
SMART Global Holdings, Inc.
Meeting Date: 02/13/2020 Country: Cayman Islands Primary Security ID: G8232Y101 Record Date: 11/29/2019 Meeting Type: Annual Ticker: SGH
Shares Voted: 86,389
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kenneth Hao Mgmt For For For
1b Elect Director Bryan Ingram Mgmt For Against Against
1c Elect Director Paul Mercadante Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SMART Global Holdings, Inc.
Shares Voted: 113,721
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kenneth Hao Mgmt For For For
1b Elect Director Bryan Ingram Mgmt For Against Against
1c Elect Director Paul Mercadante Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
PT Bank Rakyat Indonesia (Persero) Tbk
Meeting Date: 02/18/2020 Country: Indonesia Primary Security ID: Y0697U112 Record Date: 01/24/2020 Meeting Type: Annual Ticker: BBRI
Shares Voted: 49,959,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements, Statutory Mgmt For For For Reports, and Report of the Partnership and Community Development Program (PCDP) and Discharge of Directors and Commissioners
2 Approve Allocation of Income Mgmt For For For
3 Approve Remuneration and Tantiem of Mgmt For For For Directors and Commissioners
4 Appoint Auditors of the Company and the Mgmt For For For Partnership and Community Development Program (PCDP)
5 Approve Changes in Board of Company Mgmt For Against Against
Shares Voted: 46,121,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements, Statutory Mgmt For For For Reports, and Report of the Partnership and Community Development Program (PCDP) and Discharge of Directors and Commissioners Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PT Bank Rakyat Indonesia (Persero) Tbk
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Allocation of Income Mgmt For For For
3 Approve Remuneration and Tantiem of Mgmt For For For Directors and Commissioners
4 Appoint Auditors of the Company and the Mgmt For For For Partnership and Community Development Program (PCDP)
5 Approve Changes in Board of Company Mgmt For Against Against
SINOPEC Engineering (Group) Co., Ltd.
Meeting Date: 02/18/2020 Country: China Primary Security ID: Y80359105 Record Date: 01/17/2020 Meeting Type: Special Ticker: 2386
Shares Voted: 119,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Yu Renming as Director and Authorize Mgmt For For For Board to Fix His Remuneration
Cerence Inc.
Meeting Date: 02/20/2020 Country: USA Primary Security ID: 156727109 Record Date: 12/23/2019 Meeting Type: Annual Ticker: CRNC
Shares Voted: 35,334
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas Beaudoin Mgmt For Withhold Withhold
1.2 Elect Director Marianne Budnik Mgmt For For For
2 Ratify BDO USA LLP as Auditors Mgmt For For For
Shares Voted: 54,414
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas Beaudoin Mgmt For Withhold Withhold
1.2 Elect Director Marianne Budnik Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cerence Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify BDO USA LLP as Auditors Mgmt For For For
Euronav NV
Meeting Date: 02/20/2020 Country: Belgium Primary Security ID: B38564108 Record Date: 02/06/2020 Meeting Type: Special Ticker: EURN
Shares Voted: 80,482
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Receive Special Board Report Re: Company Mgmt Law Art. 604 on Renewal on Authorized Capital
1.1a Renew Authorization to Increase Share Mgmt For Against Against Capital up to USD 50 Million With the Possibility to Restrict or Suspend Preemptive Rights
1.1b Renew Authorization to Increase Share Mgmt For For For Capital up to USD 25 Million With the Possibility to Restrict or Suspend Preemptive Rights
1.2a Renew Authorization to Increase Share Mgmt For Against Against Capital up to USD 239,147,502.82 Without the Possibility to Restrict or Suspend Preemptive Rights
1.2b Renew Authorization to Increase Share Mgmt For For For Capital up to USD 120 Million Without the Possibility to Restrict or Suspend Preemptive Rights
2 Authorize Board to Issue Shares in the Event Mgmt For Against Against of a Public Tender Offer or Share Exchange Offer
3 Authorize Repurchase of Up to 20 Percent of Mgmt For Against Against Issued Share Capital
4 Authorize Board to Repurchase Shares in the Mgmt For Against Against Event of a Serious and Imminent Harm and Under Normal Conditions
5 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
6 Amend Articles of Association Mgmt For For For
7 Authorize Implementation of Approved Mgmt For For For Resolutions and Approve Coordination of Articles of Association Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronav NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Filing of Required Mgmt For For For Documents/Formalities at Trade Registry
Shares Voted: 61,202
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Receive Special Board Report Re: Company Mgmt Law Art. 604 on Renewal on Authorized Capital
1.1a Renew Authorization to Increase Share Mgmt For Against Against Capital up to USD 50 Million With the Possibility to Restrict or Suspend Preemptive Rights
1.1b Renew Authorization to Increase Share Mgmt For For For Capital up to USD 25 Million With the Possibility to Restrict or Suspend Preemptive Rights
1.2a Renew Authorization to Increase Share Mgmt For Against Against Capital up to USD 239,147,502.82 Without the Possibility to Restrict or Suspend Preemptive Rights
1.2b Renew Authorization to Increase Share Mgmt For For For Capital up to USD 120 Million Without the Possibility to Restrict or Suspend Preemptive Rights
2 Authorize Board to Issue Shares in the Event Mgmt For Against Against of a Public Tender Offer or Share Exchange Offer
3 Authorize Repurchase of Up to 20 Percent of Mgmt For Against Against Issued Share Capital
4 Authorize Board to Repurchase Shares in the Mgmt For Against Against Event of a Serious and Imminent Harm and Under Normal Conditions
5 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
6 Amend Articles of Association Mgmt For For For
7 Authorize Implementation of Approved Mgmt For For For Resolutions and Approve Coordination of Articles of Association
8 Approve Filing of Required Mgmt For For For Documents/Formalities at Trade Registry Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hellenic Telecommunications Organization SA
Meeting Date: 02/20/2020 Country: Greece Primary Security ID: X3258B102 Record Date: 02/14/2020 Meeting Type: Special Ticker: HTO
Shares Voted: 787,177
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Authorize Share Repurchase Program Mgmt For For For
2 Approve Cancellation of Repurchased Shares Mgmt For For For
3 Various Announcements Mgmt
Shares Voted: 676,391
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Authorize Share Repurchase Program Mgmt For For For
2 Approve Cancellation of Repurchased Shares Mgmt For For For
3 Various Announcements Mgmt
Liquidity Services, Inc.
Meeting Date: 02/20/2020 Country: USA Primary Security ID: 53635B107 Record Date: 01/07/2020 Meeting Type: Annual Ticker: LQDT
Shares Voted: 82,812
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Phillip A. Clough Mgmt For For For
1.2 Elect Director George H. Ellis Mgmt For For For
1.3 Elect Director Jaime Mateus-Tique Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Raymond James Financial, Inc.
Meeting Date: 02/20/2020 Country: USA Primary Security ID: 754730109 Record Date: 12/23/2019 Meeting Type: Annual Ticker: RJF
Shares Voted: 457,483
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Charles G. von Arentschildt Mgmt For For For
1.2 Elect Director Robert M. Dutkowsky Mgmt For Against Against
1.3 Elect Director Jeffrey N. Edwards Mgmt For For For
1.4 Elect Director Benjamin C. Esty Mgmt For For For
1.5 Elect Director Anne Gates Mgmt For For For
1.6 Elect Director Francis S. Godbold Mgmt For For For
1.7 Elect Director Thomas A. James Mgmt For For For
1.8 Elect Director Gordon L. Johnson Mgmt For For For
1.9 Elect Director Roderick C. McGeary Mgmt For For For
1.10 Elect Director Paul C. Reilly Mgmt For For For
1.11 Elect Director Raj Seshadri Mgmt For For For
1.12 Elect Director Susan N. Story Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 607,065
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Charles G. von Arentschildt Mgmt For For For
1.2 Elect Director Robert M. Dutkowsky Mgmt For Against Against
1.3 Elect Director Jeffrey N. Edwards Mgmt For For For
1.4 Elect Director Benjamin C. Esty Mgmt For For For
1.5 Elect Director Anne Gates Mgmt For For For
1.6 Elect Director Francis S. Godbold Mgmt For For For
1.7 Elect Director Thomas A. James Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Raymond James Financial, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Gordon L. Johnson Mgmt For For For
1.9 Elect Director Roderick C. McGeary Mgmt For For For
1.10 Elect Director Paul C. Reilly Mgmt For For For
1.11 Elect Director Raj Seshadri Mgmt For For For
1.12 Elect Director Susan N. Story Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Gardner Denver Holdings, Inc.
Meeting Date: 02/21/2020 Country: USA Primary Security ID: 36555P107 Record Date: 01/02/2020 Meeting Type: Special Ticker: GDI
Shares Voted: 31,006
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Adjourn Meeting Mgmt For For For
Haynes International, Inc.
Meeting Date: 02/25/2020 Country: USA Primary Security ID: 420877201 Record Date: 01/10/2020 Meeting Type: Annual Ticker: HAYN
Shares Voted: 8,042
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Donald C. Campion Mgmt For For For
2 Elect Director Robert H. Getz Mgmt For For For
3 Elect Director Dawne S. Hickton Mgmt For For For
4 Elect Director Michael L. Shor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Haynes International, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Elect Director Larry O. Spencer Mgmt For For For
6 Elect Director William P. Wall Mgmt For For For
7 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
8 Approve Omnibus Stock Plan Mgmt For For For
9 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 3,160
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Donald C. Campion Mgmt For For For
2 Elect Director Robert H. Getz Mgmt For For For
3 Elect Director Dawne S. Hickton Mgmt For For For
4 Elect Director Michael L. Shor Mgmt For For For
5 Elect Director Larry O. Spencer Mgmt For For For
6 Elect Director William P. Wall Mgmt For For For
7 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
8 Approve Omnibus Stock Plan Mgmt For For For
9 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Hill-Rom Holdings, Inc.
Meeting Date: 02/25/2020 Country: USA Primary Security ID: 431475102 Record Date: 01/02/2020 Meeting Type: Annual Ticker: HRC
Shares Voted: 19
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William G. Dempsey Mgmt For For For
1.2 Elect Director Gary L. Ellis Mgmt For For For
1.3 Elect Director Stacy Enxing Seng Mgmt For For For
1.4 Elect Director Mary Garrett Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hill-Rom Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director James R. Giertz Mgmt For For For
1.6 Elect Director John P. Groetelaars Mgmt For For For
1.7 Elect Director William H. Kucheman Mgmt For For For
1.8 Elect Director Ronald A. Malone Mgmt For For For
1.9 Elect Director Gregory J. Moore Mgmt For For For
1.10 Elect Director Felicia F. Norwood Mgmt For For For
1.11 Elect Director Nancy M. Schlichting Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
Apple Inc.
Meeting Date: 02/26/2020 Country: USA Primary Security ID: 037833100 Record Date: 01/02/2020 Meeting Type: Annual Ticker: AAPL
Shares Voted: 6,464
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James Bell Mgmt For For For
1b Elect Director Tim Cook Mgmt For For For
1c Elect Director Al Gore Mgmt For For For
1d Elect Director Andrea Jung Mgmt For For For
1e Elect Director Art Levinson Mgmt For For For
1f Elect Director Ron Sugar Mgmt For Against Against
1g Elect Director Sue Wagner Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Proxy Access Amendments SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Apple Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Assess Feasibility of Including Sustainability SH Against Against Against as a Performance Measure for Senior Executive Compensation
6 Report on Freedom of Expression and Access SH Against Against Against to Information Policies
Tetra Tech, Inc.
Meeting Date: 02/26/2020 Country: USA Primary Security ID: 88162G103 Record Date: 01/03/2020 Meeting Type: Annual Ticker: TTEK
Shares Voted: 421,505
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Dan L. Batrack Mgmt For For For
1B Elect Director Gary R. Birkenbeuel Mgmt For For For
1C Elect Director Patrick C. Haden Mgmt For For For
1D Elect Director J. Christopher Lewis Mgmt For For For
1E Elect Director Joanne M. Maguire Mgmt For For For
1F Elect Director Kimberly E. Ritrievi Mgmt For For For
1G Elect Director J. Kenneth Thompson Mgmt For For For
1H Elect Director Kirsten M. Volpi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 93,254
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Dan L. Batrack Mgmt For For For
1B Elect Director Gary R. Birkenbeuel Mgmt For For For
1C Elect Director Patrick C. Haden Mgmt For For For
1D Elect Director J. Christopher Lewis Mgmt For For For
1E Elect Director Joanne M. Maguire Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tetra Tech, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1F Elect Director Kimberly E. Ritrievi Mgmt For For For
1G Elect Director J. Kenneth Thompson Mgmt For For For
1H Elect Director Kirsten M. Volpi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Alpek SAB de CV
Meeting Date: 02/27/2020 Country: Mexico Primary Security ID: P01703100 Record Date: 02/14/2020 Meeting Type: Annual Ticker: ALPEKA
Shares Voted: 711,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income and Cash Mgmt For For For Dividends; Approve Maximum Amount for Repurchase of Shares
3 Elect Directors and Chairmen of Audit and Mgmt For Against Against Corporate Practices Committee; Fix Their Remuneration
4 Appoint Legal Representatives Mgmt For For For
5 Approve Minutes of Meeting Mgmt For For For
Shares Voted: 250,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income and Cash Mgmt For For For Dividends; Approve Maximum Amount for Repurchase of Shares
3 Elect Directors and Chairmen of Audit and Mgmt For Against Against Corporate Practices Committee; Fix Their Remuneration
4 Appoint Legal Representatives Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alpek SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Minutes of Meeting Mgmt For For For
Agricultural Bank of China
Meeting Date: 02/28/2020 Country: China Primary Security ID: Y00289119 Record Date: 01/23/2020 Meeting Type: Special Ticker: 1288
Shares Voted: 289,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve Fixed Assets Investment Budget for Mgmt For For For 2020
2 Approve Issuance Plan of Write-Down Mgmt For For For Undated Capital Bonds of the Bank
3 Approve Issuance Plan of Write-Down Eligible Mgmt For For For Tier-2 Capital Instruments of the Bank
Novartis AG
Meeting Date: 02/28/2020 Country: Switzerland Primary Security ID: H5820Q150 Record Date: Meeting Type: Annual Ticker: NOVN
Shares Voted: 58,199
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Dividends Mgmt For For For of CHF 2.95 per Share
4 Approve CHF 30.2 Million Reduction in Share Mgmt For For For Capital via Cancellation of Repurchased Shares
5.1 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 9 Million
5.2 Approve Maximum Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 93 Million Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novartis AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.3 Approve Remuneration Report Mgmt For For For
6.1 Reelect Joerg Reinhardt as Director and Board Mgmt For For For Chairman
6.2 Reelect Nancy Andrews as Director Mgmt For For For
6.3 Reelect Ton Buechner as Director Mgmt For For For
6.4 Reelect Patrice Bula as Director Mgmt For For For
6.5 Reelect Srikant Datar as Director Mgmt For For For
6.6 Reelect Elizabeth Doherty as Director Mgmt For For For
6.7 Reelect Ann Fudge as Director Mgmt For For For
6.8 Reelect Frans van Houten as Director Mgmt For For For
6.9 Reelect Andreas von Planta as Director Mgmt For For For
6.10 Reelect Charles Sawyers as Director Mgmt For For For
6.11 Reelect Enrico Vanni as Director Mgmt For For For
6.12 Reelect William Winters as Director Mgmt For For For
6.13 Elect Bridgette Heller as Director Mgmt For For For
6.14 Elect Simon Moroney as Director Mgmt For For For
7.1 Reappoint Patrice Bula as Member of the Mgmt For For For Compensation Committee
7.2 Reappoint Srikant Datar as Member of the Mgmt For For For Compensation Committee
7.3 Reappoint Enrico Vanni as Member of the Mgmt For For For Compensation Committee
7.4 Reappoint William Winters as Member of the Mgmt For For For Compensation Committee
7.5 Appoint Bridgette Heller as Member of the Mgmt For For For Compensation Committee
8 Ratify PricewaterhouseCoopers AG as Mgmt For For For Auditors
9 Designate Peter Zahn as Independent Proxy Mgmt For For For
10 Transact Other Business (Voting) Mgmt For Against Against
Shares Voted: 501,499
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novartis AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Dividends Mgmt For For For of CHF 2.95 per Share
4 Approve CHF 30.2 Million Reduction in Share Mgmt For For For Capital via Cancellation of Repurchased Shares
5.1 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 9 Million
5.2 Approve Maximum Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 93 Million
5.3 Approve Remuneration Report Mgmt For For For
6.1 Reelect Joerg Reinhardt as Director and Board Mgmt For For For Chairman
6.2 Reelect Nancy Andrews as Director Mgmt For For For
6.3 Reelect Ton Buechner as Director Mgmt For For For
6.4 Reelect Patrice Bula as Director Mgmt For For For
6.5 Reelect Srikant Datar as Director Mgmt For For For
6.6 Reelect Elizabeth Doherty as Director Mgmt For For For
6.7 Reelect Ann Fudge as Director Mgmt For For For
6.8 Reelect Frans van Houten as Director Mgmt For For For
6.9 Reelect Andreas von Planta as Director Mgmt For For For
6.10 Reelect Charles Sawyers as Director Mgmt For For For
6.11 Reelect Enrico Vanni as Director Mgmt For For For
6.12 Reelect William Winters as Director Mgmt For For For
6.13 Elect Bridgette Heller as Director Mgmt For For For
6.14 Elect Simon Moroney as Director Mgmt For For For
7.1 Reappoint Patrice Bula as Member of the Mgmt For For For Compensation Committee
7.2 Reappoint Srikant Datar as Member of the Mgmt For For For Compensation Committee
7.3 Reappoint Enrico Vanni as Member of the Mgmt For For For Compensation Committee
7.4 Reappoint William Winters as Member of the Mgmt For For For Compensation Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novartis AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.5 Appoint Bridgette Heller as Member of the Mgmt For For For Compensation Committee
8 Ratify PricewaterhouseCoopers AG as Mgmt For For For Auditors
9 Designate Peter Zahn as Independent Proxy Mgmt For For For
10 Transact Other Business (Voting) Mgmt For Against Against
Novartis AG
Meeting Date: 02/28/2020 Country: Switzerland Primary Security ID: H5820Q150 Record Date: 01/23/2020 Meeting Type: Annual Ticker: NOVN
Shares Voted: 575,567
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Dividends Mgmt For For For of CHF 2.95 per Share
4 Approve CHF 30.2 Million Reduction in Share Mgmt For For For Capital via Cancellation of Repurchased Shares
5.1 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 9 Million
5.2 Approve Maximum Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 93 Million
5.3 Approve Remuneration Report Mgmt For For For
6.1 Reelect Joerg Reinhardt as Director and Board Mgmt For For For Chairman
6.2 Reelect Nancy Andrews as Director Mgmt For For For
6.3 Reelect Ton Buechner as Director Mgmt For For For
6.4 Reelect Patrice Bula as Director Mgmt For For For
6.5 Reelect Srikant Datar as Director Mgmt For For For
6.6 Reelect Elizabeth Doherty as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novartis AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6.7 Reelect Ann Fudge as Director Mgmt For For For
6.8 Reelect Frans van Houten as Director Mgmt For For For
6.9 Reelect Andreas von Planta as Director Mgmt For For For
6.10 Reelect Charles Sawyers as Director Mgmt For For For
6.11 Reelect Enrico Vanni as Director Mgmt For For For
6.12 Reelect William Winters as Director Mgmt For For For
6.13 Elect Bridgette Heller as Director Mgmt For For For
6.14 Elect Simon Moroney as Director Mgmt For For For
7.1 Reappoint Patrice Bula as Member of the Mgmt For For For Compensation Committee
7.2 Reappoint Srikant Datar as Member of the Mgmt For For For Compensation Committee
7.3 Reappoint Enrico Vanni as Member of the Mgmt For For For Compensation Committee
7.4 Reappoint William Winters as Member of the Mgmt For For For Compensation Committee
7.5 Appoint Bridgette Heller as Member of the Mgmt For For For Compensation Committee
8 Ratify PricewaterhouseCoopers AG as Mgmt For For For Auditors
9 Designate Peter Zahn as Independent Proxy Mgmt For For For
10 Transact Other Business (Voting) Mgmt For Against Against
Shares Voted: 186,672
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Dividends Mgmt For For For of CHF 2.95 per Share
4 Approve CHF 30.2 Million Reduction in Share Mgmt For For For Capital via Cancellation of Repurchased Shares
5.1 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 9 Million Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novartis AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.2 Approve Maximum Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 93 Million
5.3 Approve Remuneration Report Mgmt For For For
6.1 Reelect Joerg Reinhardt as Director and Board Mgmt For For For Chairman
6.2 Reelect Nancy Andrews as Director Mgmt For For For
6.3 Reelect Ton Buechner as Director Mgmt For For For
6.4 Reelect Patrice Bula as Director Mgmt For For For
6.5 Reelect Srikant Datar as Director Mgmt For For For
6.6 Reelect Elizabeth Doherty as Director Mgmt For For For
6.7 Reelect Ann Fudge as Director Mgmt For For For
6.8 Reelect Frans van Houten as Director Mgmt For For For
6.9 Reelect Andreas von Planta as Director Mgmt For For For
6.10 Reelect Charles Sawyers as Director Mgmt For For For
6.11 Reelect Enrico Vanni as Director Mgmt For For For
6.12 Reelect William Winters as Director Mgmt For For For
6.13 Elect Bridgette Heller as Director Mgmt For For For
6.14 Elect Simon Moroney as Director Mgmt For For For
7.1 Reappoint Patrice Bula as Member of the Mgmt For For For Compensation Committee
7.2 Reappoint Srikant Datar as Member of the Mgmt For For For Compensation Committee
7.3 Reappoint Enrico Vanni as Member of the Mgmt For For For Compensation Committee
7.4 Reappoint William Winters as Member of the Mgmt For For For Compensation Committee
7.5 Appoint Bridgette Heller as Member of the Mgmt For For For Compensation Committee
8 Ratify PricewaterhouseCoopers AG as Mgmt For For For Auditors
9 Designate Peter Zahn as Independent Proxy Mgmt For For For
10 Transact Other Business (Voting) Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novartis AG
Meeting Date: 02/28/2020 Country: Switzerland Primary Security ID: H5820Q150 Record Date: Meeting Type: Annual Ticker: NOVN
Shares Voted: 4,134
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Share Re-registration Consent Mgmt For For For
Azul SA
Meeting Date: 03/02/2020 Country: Brazil Primary Security ID: P0R0AQ105 Record Date: 02/07/2020 Meeting Type: Special Ticker: AZUL4
Shares Voted: 10,599
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Signing of Sublease Agreement for Mgmt For For For 28 Embraer E1 Aircrafts Leased by Azul Linhas Aereas Brasileiras SA to Breeze Aviation Group
Shares Voted: 2,993
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Signing of Sublease Agreement for Mgmt For For For 28 Embraer E1 Aircrafts Leased by Azul Linhas Aereas Brasileiras SA to Breeze Aviation Group
Oceana Group Ltd.
Meeting Date: 03/03/2020 Country: South Africa Primary Security ID: S57090102 Record Date: 02/21/2020 Meeting Type: Annual Ticker: OCE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Oceana Group Ltd.
Shares Voted: 116,090
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Re-elect Nomahlubi Simamane as Director Mgmt For For For
1.2 Re-elect Peter De Beyer as Director Mgmt For For For
1.3 Re-elect Saamsoodein Pather as Director Mgmt For For For
1.4 Elect Lesego Sennelo as Director Mgmt For For For
1.5 Elect Nisaar Pangarker as Director Mgmt For For For
1.6 Elect Aboubakar Jakoet as Director Mgmt For For For
1.7 Elect Elton Bosch as Director Mgmt For Abstain Abstain
2 Reappoint Deloitte & Touche as Auditors of Mgmt For For For the Company
3.1 Re-elect Zarina Bassa as Member of the Audit Mgmt For For For Committee
3.2 Re-elect Peter De Beyer as Member of the Mgmt For For For Audit Committee
3.3 Re-elect Saamsoodein Pather as Member of Mgmt For For For the Audit Committee
3.4 Elect Aboubakar Jakoet as Member of the Mgmt For For For Audit Committee
4.1 Approve Remuneration Policy Mgmt For For For
4.2 Approve Implementation Report Mgmt For For For
5 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
6 Approve Financial Assistance in Terms of Mgmt For Against Against Section 44 of the Companies Act
7 Approve Non-executive Directors' Mgmt For For For Remuneration
8 Authorise Repurchase of Issued Share Capital Mgmt For For For
9 Authorise Ratification of Approved Mgmt For For For Resolutions
Shares Voted: 40,773
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Re-elect Nomahlubi Simamane as Director Mgmt For For For
1.2 Re-elect Peter De Beyer as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Oceana Group Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Re-elect Saamsoodein Pather as Director Mgmt For For For
1.4 Elect Lesego Sennelo as Director Mgmt For For For
1.5 Elect Nisaar Pangarker as Director Mgmt For For For
1.6 Elect Aboubakar Jakoet as Director Mgmt For For For
1.7 Elect Elton Bosch as Director Mgmt For Abstain Abstain
2 Reappoint Deloitte & Touche as Auditors of Mgmt For For For the Company
3.1 Re-elect Zarina Bassa as Member of the Audit Mgmt For For For Committee
3.2 Re-elect Peter De Beyer as Member of the Mgmt For For For Audit Committee
3.3 Re-elect Saamsoodein Pather as Member of Mgmt For For For the Audit Committee
3.4 Elect Aboubakar Jakoet as Member of the Mgmt For For For Audit Committee
4.1 Approve Remuneration Policy Mgmt For For For
4.2 Approve Implementation Report Mgmt For For For
5 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
6 Approve Financial Assistance in Terms of Mgmt For Against Against Section 44 of the Companies Act
7 Approve Non-executive Directors' Mgmt For For For Remuneration
8 Authorise Repurchase of Issued Share Capital Mgmt For For For
9 Authorise Ratification of Approved Mgmt For For For Resolutions
Berry Global Group, Inc.
Meeting Date: 03/04/2020 Country: USA Primary Security ID: 08579W103 Record Date: 01/10/2020 Meeting Type: Annual Ticker: BERY
Shares Voted: 646
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director B. Evan Bayh Mgmt For For For
1.2 Elect Director Jonathan F. Foster Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Berry Global Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Idalene F. Kesner Mgmt For For For
1.4 Elect Director Carl J. (Rick) Rickertsen Mgmt For For For
1.5 Elect Director Ronald S. Rolfe Mgmt For For For
1.6 Elect Director Thomas E. Salmon Mgmt For For For
1.7 Elect Director Paula A. Sneed Mgmt For For For
1.8 Elect Director Robert A. Steele Mgmt For For For
1.9 Elect Director Stephen E. Sterrett Mgmt For For For
1.10 Elect Director Scott B. Ullem Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Petroleo Brasileiro SA
Meeting Date: 03/04/2020 Country: Brazil Primary Security ID: P78331140 Record Date: 02/10/2020 Meeting Type: Special Ticker: PETR4
Shares Voted: 27,082
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Absorption of Petrobras Negocios Mgmt For For For Eletronicos S.A. (e-PETRO)
2 Amend Articles and Consolidate Bylaws Mgmt For Against Against
3 Elect Maria Claudia Guimaraes as Director Mgmt For For For
Shares Voted: 739,755
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Absorption of Petrobras Negocios Mgmt For For For Eletronicos S.A. (e-PETRO)
2 Amend Articles and Consolidate Bylaws Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Petroleo Brasileiro SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Elect Maria Claudia Guimaraes as Director Mgmt For For For
AmerisourceBergen Corporation
Meeting Date: 03/05/2020 Country: USA Primary Security ID: 03073E105 Record Date: 01/06/2020 Meeting Type: Annual Ticker: ABC
Shares Voted: 506,975
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ornella Barra Mgmt For For For
1.2 Elect Director Steven H. Collis Mgmt For For For
1.3 Elect Director D. Mark Durcan Mgmt For For For
1.4 Elect Director Richard W. Gochnauer Mgmt For For For
1.5 Elect Director Lon R. Greenberg Mgmt For For For
1.6 Elect Director Jane E. Henney Mgmt For For For
1.7 Elect Director Kathleen W. Hyle Mgmt For For For
1.8 Elect Director Michael J. Long Mgmt For For For
1.9 Elect Director Henry W. McGee Mgmt For For For
1.10 Elect Director Dennis M. Nally Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
5 Adopt Policy on Bonus Banking SH Against For For
Shares Voted: 1,308,215
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ornella Barra Mgmt For For For
1.2 Elect Director Steven H. Collis Mgmt For For For
1.3 Elect Director D. Mark Durcan Mgmt For For For
1.4 Elect Director Richard W. Gochnauer Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AmerisourceBergen Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Lon R. Greenberg Mgmt For For For
1.6 Elect Director Jane E. Henney Mgmt For For For
1.7 Elect Director Kathleen W. Hyle Mgmt For For For
1.8 Elect Director Michael J. Long Mgmt For For For
1.9 Elect Director Henry W. McGee Mgmt For For For
1.10 Elect Director Dennis M. Nally Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
5 Adopt Policy on Bonus Banking SH Against For For
AECOM
Meeting Date: 03/10/2020 Country: USA Primary Security ID: 00766T100 Record Date: 01/14/2020 Meeting Type: Annual Ticker: ACM
Shares Voted: 290,467
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert G. Card Mgmt For For For
1.2 Elect Director Peter A. Feld Mgmt For For For
1.3 Elect Director William H. Frist Mgmt For For For
1.4 Elect Director Jacqueline C. Hinman Mgmt For For For
1.5 Elect Director Steven A. Kandarian Mgmt For For For
1.6 Elect Director Robert J. Routs Mgmt For For For
1.7 Elect Director Clarence T. Schmitz Mgmt For For For
1.8 Elect Director Douglas W. Stotlar Mgmt For For For
1.9 Elect Director Daniel R. Tishman Mgmt For For For
1.10 Elect Director Janet C. Wolfenbarger Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Approve Omnibus Stock Plan Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AECOM
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 10,780
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert G. Card Mgmt For For For
1.2 Elect Director Peter A. Feld Mgmt For For For
1.3 Elect Director William H. Frist Mgmt For For For
1.4 Elect Director Jacqueline C. Hinman Mgmt For For For
1.5 Elect Director Steven A. Kandarian Mgmt For For For
1.6 Elect Director Robert J. Routs Mgmt For For For
1.7 Elect Director Clarence T. Schmitz Mgmt For For For
1.8 Elect Director Douglas W. Stotlar Mgmt For For For
1.9 Elect Director Daniel R. Tishman Mgmt For For For
1.10 Elect Director Janet C. Wolfenbarger Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Approve Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Provide Right to Act by Written Consent SH Against For For
Toll Brothers, Inc.
Meeting Date: 03/10/2020 Country: USA Primary Security ID: 889478103 Record Date: 01/15/2020 Meeting Type: Annual Ticker: TOL
Shares Voted: 2,556,325
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert I. Toll Mgmt For For For
1.2 Elect Director Douglas C. Yearley, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Toll Brothers, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Edward G. Boehne Mgmt For For For
1.4 Elect Director Richard J. Braemer Mgmt For For For
1.5 Elect Director Stephen F. East Mgmt For For For
1.6 Elect Director Christine N. Garvey Mgmt For For For
1.7 Elect Director Karen H. Grimes Mgmt For For For
1.8 Elect Director Carl B. Marbach Mgmt For For For
1.9 Elect Director John A. McLean Mgmt For For For
1.10 Elect Director Stephen A. Novick Mgmt For For For
1.11 Elect Director Wendell E. Pritchett Mgmt For For For
1.12 Elect Director Paul E. Shapiro Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 340,798
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert I. Toll Mgmt For For For
1.2 Elect Director Douglas C. Yearley, Jr. Mgmt For For For
1.3 Elect Director Edward G. Boehne Mgmt For For For
1.4 Elect Director Richard J. Braemer Mgmt For For For
1.5 Elect Director Stephen F. East Mgmt For For For
1.6 Elect Director Christine N. Garvey Mgmt For For For
1.7 Elect Director Karen H. Grimes Mgmt For For For
1.8 Elect Director Carl B. Marbach Mgmt For For For
1.9 Elect Director John A. McLean Mgmt For For For
1.10 Elect Director Stephen A. Novick Mgmt For For For
1.11 Elect Director Wendell E. Pritchett Mgmt For For For
1.12 Elect Director Paul E. Shapiro Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TE Connectivity Ltd.
Meeting Date: 03/11/2020 Country: Switzerland Primary Security ID: H84989104 Record Date: 02/20/2020 Meeting Type: Annual Ticker: TEL
Shares Voted: 1,228,570
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pierre R. Brondeau Mgmt For For For
1b Elect Director Terrence R. Curtin Mgmt For For For
1c Elect Director Carol A. ('John') Davidson Mgmt For For For
1d Elect Director Lynn A. Dugle Mgmt For For For
1e Elect Director William A. Jeffrey Mgmt For For For
1f Elect Director David M. Kerko Mgmt For For For
1g Elect Director Thomas J. Lynch Mgmt For For For
1h Elect Director Yong Nam Mgmt For For For
1i Elect Director Daniel J. Phelan Mgmt For For For
1j Elect Director Abhijit Y. Talwalkar Mgmt For For For
1k Elect Director Mark C. Trudeau Mgmt For For For
1l Elect Director Dawn C. Willoughby Mgmt For For For
1m Elect Director Laura H. Wright Mgmt For For For
2 Elect Board Chairman Thomas J. Lynch Mgmt For For For
3a Elect Daniel J. Phelan as Member of Mgmt For For For Management Development and Compensation Committee
3b Elect Abhijit Y. Talwalkar as Member of Mgmt For For For Management Development and Compensation Committee
3c Elect Mark C. Trudeau as Member of Mgmt For For For Management Development and Compensation Committee
3d Elect Dawn C. Willoughby as Member of Mgmt For For For Management Development and Compensation Committee
4 Designate Rene Schwarzenbach as Mgmt For For For Independent Proxy
5.1 Accept Annual Report for Fiscal Year Ended Mgmt For For For September 27, 2019
5.2 Accept Statutory Financial Statements for Mgmt For For For Fiscal Year Ended September 27, 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TE Connectivity Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.3 Approve Consolidated Financial Statements Mgmt For For For for Fiscal Year Ended September 27, 2019
6 Approve Discharge of Board and Senior Mgmt For For For Management
7.1 Ratify Deloitte & Touche LLP as Independent Mgmt For For For Registered Public Accounting Firm for Fiscal Year 2020
7.2 Ratify Deloitte AG as Swiss Registered Mgmt For For For Auditors
7.3 Ratify PricewaterhouseCoopers AG as Special Mgmt For For For Auditors
8 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
9 Approve the Increase in Maximum Aggregate Mgmt For For For Remuneration of Executive Management
10 Approve the Increase in Maximum Aggregate Mgmt For For For Remuneration of Board of Directors
11 Approve Allocation of Available Earnings at Mgmt For For For September 27, 2019
12 Approve Declaration of Dividend Mgmt For For For
13 Amend Articles of Association Re: Authorized Mgmt For Against Against Capital
14 Approve Reduction of Share Capital Mgmt For For For
15 Adjourn Meeting Mgmt For Against Against
Shares Voted: 1,851,862
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pierre R. Brondeau Mgmt For For For
1b Elect Director Terrence R. Curtin Mgmt For For For
1c Elect Director Carol A. ('John') Davidson Mgmt For For For
1d Elect Director Lynn A. Dugle Mgmt For For For
1e Elect Director William A. Jeffrey Mgmt For For For
1f Elect Director David M. Kerko Mgmt For For For
1g Elect Director Thomas J. Lynch Mgmt For For For
1h Elect Director Yong Nam Mgmt For For For
1i Elect Director Daniel J. Phelan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TE Connectivity Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Abhijit Y. Talwalkar Mgmt For For For
1k Elect Director Mark C. Trudeau Mgmt For For For
1l Elect Director Dawn C. Willoughby Mgmt For For For
1m Elect Director Laura H. Wright Mgmt For For For
2 Elect Board Chairman Thomas J. Lynch Mgmt For For For
3a Elect Daniel J. Phelan as Member of Mgmt For For For Management Development and Compensation Committee
3b Elect Abhijit Y. Talwalkar as Member of Mgmt For For For Management Development and Compensation Committee
3c Elect Mark C. Trudeau as Member of Mgmt For For For Management Development and Compensation Committee
3d Elect Dawn C. Willoughby as Member of Mgmt For For For Management Development and Compensation Committee
4 Designate Rene Schwarzenbach as Mgmt For For For Independent Proxy
5.1 Accept Annual Report for Fiscal Year Ended Mgmt For For For September 27, 2019
5.2 Accept Statutory Financial Statements for Mgmt For For For Fiscal Year Ended September 27, 2019
5.3 Approve Consolidated Financial Statements Mgmt For For For for Fiscal Year Ended September 27, 2019
6 Approve Discharge of Board and Senior Mgmt For For For Management
7.1 Ratify Deloitte & Touche LLP as Independent Mgmt For For For Registered Public Accounting Firm for Fiscal Year 2020
7.2 Ratify Deloitte AG as Swiss Registered Mgmt For For For Auditors
7.3 Ratify PricewaterhouseCoopers AG as Special Mgmt For For For Auditors
8 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
9 Approve the Increase in Maximum Aggregate Mgmt For For For Remuneration of Executive Management
10 Approve the Increase in Maximum Aggregate Mgmt For For For Remuneration of Board of Directors
11 Approve Allocation of Available Earnings at Mgmt For For For September 27, 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TE Connectivity Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
12 Approve Declaration of Dividend Mgmt For For For
13 Amend Articles of Association Re: Authorized Mgmt For Against Against Capital
14 Approve Reduction of Share Capital Mgmt For For For
15 Adjourn Meeting Mgmt For Against Against
Commercial International Bank (Egypt) SAE
Meeting Date: 03/15/2020 Country: Egypt Primary Security ID: M25561107 Record Date: Meeting Type: Special Ticker: COMI
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Extraordinary Business Mgmt
1 Authorize Issuance of Bonds or Subordinated Mgmt For For Do Not Loans of EGP 15 Billion Vote
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Extraordinary Business Mgmt
1 Authorize Issuance of Bonds or Subordinated Mgmt For For Do Not Loans of EGP 15 Billion Vote
Commercial International Bank (Egypt) SAE
Meeting Date: 03/15/2020 Country: Egypt Primary Security ID: M25561107 Record Date: Meeting Type: Annual Ticker: COMI
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Board Report on Company Mgmt For For Do Not Operations for FY 2019 Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Commercial International Bank (Egypt) SAE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Auditors' Report on Company Mgmt For For Do Not Financial Statements for FY 2019 Vote
3 Accept Financial Statements and Statutory Mgmt For For Do Not Reports for FY 2019 Vote
4 Approve Allocation of Income for FY 2019 and Mgmt For For Do Not Authorize Board to Fix and Distribute Vote Employees' Share in the Company's Profits
5 Authorize Capital Issuances for Use in Mgmt For For Do Not Employee Stock Purchase Plan and Amend Vote Articles 6 and 7 of Bylaws Accordingly
6 Authorize Capitalization of Reserves for Bonus Mgmt For For Do Not Issue Re: 1:3 and Amend Articles 6 and 7 to Vote reflect the Increase of Capital
7 Approve Discharge of Directors for FY 2019 Mgmt For For Do Not Vote
8 Ratify Auditors and Fix Their Remuneration Mgmt For For Do Not for FY 2020 Vote
9.1 Elect Amin Al Arab as Director Mgmt For For Do Not Vote
9.2 Elect Hussein Abaza as Director Mgmt For For Do Not Vote
9.3 Elect Bijan Khosrowshahi as Director Mgmt For Against Do Not Vote
9.4 Elect Amani Abou Zeid as Director Mgmt For For Do Not Vote
9.5 Elect Magda Habib as Director Mgmt For For Do Not Vote
9.6 Elect Paresh Sukthankar as Director Mgmt For For Do Not Vote
9.7 Elect Rajeev Kakar as Director Mgmt For For Do Not Vote
9.8 Elect Sherif Samy as Director Mgmt For For Do Not Vote
10 Approve Remuneration of Directors for FY Mgmt For For Do Not 2020 Vote
11 Approve Remuneration of Audit Committee Mgmt For For Do Not for FY 2020 Vote
12 Approve Charitable Donations for FY 2019 Mgmt For For Do Not and 2020 Vote
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Commercial International Bank (Egypt) SAE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Board Report on Company Mgmt For For Do Not Operations for FY 2019 Vote
2 Approve Auditors' Report on Company Mgmt For For Do Not Financial Statements for FY 2019 Vote
3 Accept Financial Statements and Statutory Mgmt For For Do Not Reports for FY 2019 Vote
4 Approve Allocation of Income for FY 2019 and Mgmt For For Do Not Authorize Board to Fix and Distribute Vote Employees' Share in the Company's Profits
5 Authorize Capital Issuances for Use in Mgmt For For Do Not Employee Stock Purchase Plan and Amend Vote Articles 6 and 7 of Bylaws Accordingly
6 Authorize Capitalization of Reserves for Bonus Mgmt For For Do Not Issue Re: 1:3 and Amend Articles 6 and 7 to Vote reflect the Increase of Capital
7 Approve Discharge of Directors for FY 2019 Mgmt For For Do Not Vote
8 Ratify Auditors and Fix Their Remuneration Mgmt For For Do Not for FY 2020 Vote
9.1 Elect Amin Al Arab as Director Mgmt For For Do Not Vote
9.2 Elect Hussein Abaza as Director Mgmt For For Do Not Vote
9.3 Elect Bijan Khosrowshahi as Director Mgmt For Against Do Not Vote
9.4 Elect Amani Abou Zeid as Director Mgmt For For Do Not Vote
9.5 Elect Magda Habib as Director Mgmt For For Do Not Vote
9.6 Elect Paresh Sukthankar as Director Mgmt For For Do Not Vote
9.7 Elect Rajeev Kakar as Director Mgmt For For Do Not Vote
9.8 Elect Sherif Samy as Director Mgmt For For Do Not Vote
10 Approve Remuneration of Directors for FY Mgmt For For Do Not 2020 Vote
11 Approve Remuneration of Audit Committee Mgmt For For Do Not for FY 2020 Vote
12 Approve Charitable Donations for FY 2019 Mgmt For For Do Not and 2020 Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gazit-Globe Ltd.
Meeting Date: 03/15/2020 Country: Israel Primary Security ID: M4793C102 Record Date: 02/17/2020 Meeting Type: Special Ticker: GZT
Shares Voted: 4,311
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Amended Compensation Policy for Mgmt For For For the Directors and Officers of the Company
2 Approve Amended Employment Terms of Zvi Mgmt For Against Against Gordon, VP of Investment
3 Approve Amended Compensation of Zehavit Mgmt For For For Cohen, Director in Company's Subsidiary, Gazit Horizons, Subject to Approval of Item 1
A Vote FOR if you are a controlling shareholder Mgmt None Refer Against or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
Please Select Any Category Which Applies to Mgmt You as a Shareholder or as a Holder of Power of Attorney
B1 If you are an Interest Holder as defined in Mgmt None Refer Against Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against.
B2 If you are a Senior Officer as defined in Mgmt None Refer Against Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against.
B3 If you are an Institutional Investor as defined Mgmt None Refer For in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against.
MAXIMUS, Inc.
Meeting Date: 03/17/2020 Country: USA Primary Security ID: 577933104 Record Date: 01/17/2020 Meeting Type: Annual Ticker: MMS
Shares Voted: 295,331
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gayathri Rajan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MAXIMUS, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Michael J. Warren Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Report on Lobbying Payments and Policy SH Against Against Against
Shares Voted: 45,015
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gayathri Rajan Mgmt For For For
1b Elect Director Michael J. Warren Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Report on Lobbying Payments and Policy SH Against Against Against
SYNNEX Corporation
Meeting Date: 03/17/2020 Country: USA Primary Security ID: 87162W100 Record Date: 01/23/2020 Meeting Type: Annual Ticker: SNX
Shares Voted: 676,265
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kevin Murai Mgmt For For For
1.2 Elect Director Dwight Steffensen Mgmt For For For
1.3 Elect Director Dennis Polk Mgmt For For For
1.4 Elect Director Fred Breidenbach Mgmt For For For
1.5 Elect Director Laurie Simon Hodrick Mgmt For For For
1.6 Elect Director Hau Lee Mgmt For For For
1.7 Elect Director Matthew Miau Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SYNNEX Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Gregory Quesnel Mgmt For For For
1.9 Elect Director Ann Vezina Mgmt For For For
1.10 Elect Director Thomas Wurster Mgmt For For For
1.11 Elect Director Duane Zitzner Mgmt For For For
1.12 Elect Director Andrea Zulberti Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 125,939
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kevin Murai Mgmt For For For
1.2 Elect Director Dwight Steffensen Mgmt For For For
1.3 Elect Director Dennis Polk Mgmt For For For
1.4 Elect Director Fred Breidenbach Mgmt For For For
1.5 Elect Director Laurie Simon Hodrick Mgmt For For For
1.6 Elect Director Hau Lee Mgmt For For For
1.7 Elect Director Matthew Miau Mgmt For Withhold Withhold
1.8 Elect Director Gregory Quesnel Mgmt For For For
1.9 Elect Director Ann Vezina Mgmt For For For
1.10 Elect Director Thomas Wurster Mgmt For For For
1.11 Elect Director Duane Zitzner Mgmt For For For
1.12 Elect Director Andrea Zulberti Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Samsung Electronics Co., Ltd.
Meeting Date: 03/18/2020 Country: South Korea Primary Security ID: Y74718100 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 005930
Shares Voted: 53,420
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Han Jong-hee as Inside Director Mgmt For For For
2.2 Elect Choi Yoon-ho as Inside Director Mgmt For For For
3 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 1,212,022
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Han Jong-hee as Inside Director Mgmt For For For
2.2 Elect Choi Yoon-ho as Inside Director Mgmt For For For
3 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
GS Retail Co., Ltd.
Meeting Date: 03/20/2020 Country: South Korea Primary Security ID: Y2915J101 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 007070
Shares Voted: 16,936
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Lim Choon-seong as Outside Director Mgmt For Against Against
2.2 Elect Choi Hyo-seong as Outside Director Mgmt For Against Against
2.3 Elect Shin Dong-yoon as Outside Director Mgmt For For For
2.4 Elect Kim Seok-hwan as Non-Independent Mgmt For Against Against Non-Executive Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GS Retail Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.1 Elect Lim Choon-seong as a Member of Audit Mgmt For For For Committee
3.2 Elect Choi Hyo-seongas a Member of Audit Mgmt For For For Committee
3.3 Elect Shin Dong-yoon as a Member of Audit Mgmt For For For Committee
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 6,785
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Lim Choon-seong as Outside Director Mgmt For Against Against
2.2 Elect Choi Hyo-seong as Outside Director Mgmt For Against Against
2.3 Elect Shin Dong-yoon as Outside Director Mgmt For For For
2.4 Elect Kim Seok-hwan as Non-Independent Mgmt For Against Against Non-Executive Director
3.1 Elect Lim Choon-seong as a Member of Audit Mgmt For For For Committee
3.2 Elect Choi Hyo-seongas a Member of Audit Mgmt For For For Committee
3.3 Elect Shin Dong-yoon as a Member of Audit Mgmt For For For Committee
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Hana Financial Group, Inc.
Meeting Date: 03/20/2020 Country: South Korea Primary Security ID: Y29975102 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 086790
Shares Voted: 115,829
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hana Financial Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.1 Elect Yoon Sung-bock as Outside Director Mgmt For Against Against
3.2 Elect Park Won-koo as Outside Director Mgmt For For For
3.3 Elect Paik Tae-seung as Outside Director Mgmt For Against Against
3.4 Elect Kim Hong-jin as Outside Director Mgmt For For For
3.5 Elect Yang Dong-hoon as Outside Director Mgmt For Against Against
3.6 Elect Heo Yoon as Outside Director Mgmt For Against Against
3.7 Elect Lee Jung-won as Outside Director Mgmt For For For
4 Elect Chah Eun-young as Outside Director to Mgmt For For For Serve as Audit Committee Member
5.1 Elect Yoon Sung-bock as a Member of Audit Mgmt For For For Committee
5.2 Elect Kim Hong-jin as a Member of Audit Mgmt For For For Committee
5.3 Elect Yang Dong-hoon as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 425,713
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Yoon Sung-bock as Outside Director Mgmt For Against Against
3.2 Elect Park Won-koo as Outside Director Mgmt For For For
3.3 Elect Paik Tae-seung as Outside Director Mgmt For Against Against
3.4 Elect Kim Hong-jin as Outside Director Mgmt For For For
3.5 Elect Yang Dong-hoon as Outside Director Mgmt For Against Against
3.6 Elect Heo Yoon as Outside Director Mgmt For Against Against
3.7 Elect Lee Jung-won as Outside Director Mgmt For For For
4 Elect Chah Eun-young as Outside Director to Mgmt For For For Serve as Audit Committee Member
5.1 Elect Yoon Sung-bock as a Member of Audit Mgmt For For For Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hana Financial Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.2 Elect Kim Hong-jin as a Member of Audit Mgmt For For For Committee
5.3 Elect Yang Dong-hoon as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
KB Financial Group, Inc.
Meeting Date: 03/20/2020 Country: South Korea Primary Security ID: Y46007103 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 105560
Shares Voted: 413,189
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director
3.2 Elect Stuart B. Solomon as Outside Director Mgmt For For For
3.3 Elect Sonu Suk-ho as Outside Director Mgmt For For For
3.4 Elect Choi Myung-hee as Outside Director Mgmt For For For
3.5 Elect Jeong Kou-whan as Outside Director Mgmt For For For
3.6 Elect Kwon Seon-ju as Outside Director Mgmt For For For
4 Elect Oh Gyu-taek as Outside Director to Mgmt For For For serve as an Audit Committee Member
5.1 Elect Choi Myung-hee as a Member of Audit Mgmt For For For Committee
5.2 Elect Jeong Kou-whan as a Member of Audit Mgmt For For For Committee
5.3 Elect Kim Gyeong-ho as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KB Financial Group, Inc.
Shares Voted: 435,355
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director
3.2 Elect Stuart B. Solomon as Outside Director Mgmt For For For
3.3 Elect Sonu Suk-ho as Outside Director Mgmt For For For
3.4 Elect Choi Myung-hee as Outside Director Mgmt For For For
3.5 Elect Jeong Kou-whan as Outside Director Mgmt For For For
3.6 Elect Kwon Seon-ju as Outside Director Mgmt For For For
4 Elect Oh Gyu-taek as Outside Director to Mgmt For For For serve as an Audit Committee Member
5.1 Elect Choi Myung-hee as a Member of Audit Mgmt For For For Committee
5.2 Elect Jeong Kou-whan as a Member of Audit Mgmt For For For Committee
5.3 Elect Kim Gyeong-ho as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
KB Financial Group, Inc.
Meeting Date: 03/20/2020 Country: South Korea Primary Security ID: Y46007103 Record Date: 12/30/2019 Meeting Type: Annual Ticker: 105560
Shares Voted: 427
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KB Financial Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.2 Elect Stuart B. Solomon as Outside Director Mgmt For For For
3.3 Elect Sonu Suk-ho as Outside Director Mgmt For For For
3.4 Elect Choi Myung-hee as Outside Director Mgmt For For For
3.5 Elect Jeong Kou-whan as Outside Director Mgmt For For For
3.6 Elect Kwon Seon-ju as Outside Director Mgmt For For For
4 Elect Oh Gyu-taek as Outside Director to Mgmt For For For serve as an Audit Committee Member
5.1 Elect Choi Myung-hee as a Member of Audit Mgmt For For For Committee
5.2 Elect Jeong Kou-whan as a Member of Audit Mgmt For For For Committee
5.3 Elect Kim Gyeong-ho as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
SK hynix, Inc.
Meeting Date: 03/20/2020 Country: South Korea Primary Security ID: Y8085F100 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 000660
Shares Voted: 3,521
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3 Elect Lee Seok-hee as Inside Director Mgmt For Against Against
4 Elect Park Jung-ho as Non-Independent Mgmt For For For Non-Executive Director
5.1 Elect Shin Chang-hwan as Outside Director Mgmt For For For
5.2 Elect Han Ae-ra as Outside Director Mgmt For For For
6.1 Elect Ha Young-gu as a Member of Audit Mgmt For For For Committee
6.2 Elect Shin Chang-hwan as a Member of Audit Mgmt For For For Committee
6.3 Elect Han Ae-ra as a Member of Audit Mgmt For For For Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SK hynix, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
8 Approve Stock Option Grants Mgmt For For For
9 Approve Stock Option Grants Mgmt For For For
10 Approve Terms of Retirement Pay Mgmt For For For
Enerjisa Enerji AS
Meeting Date: 03/23/2020 Country: Turkey Primary Security ID: M4049T107 Record Date: Meeting Type: Annual Ticker: ENJSA
Shares Voted: 378,280
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting and Elect Presiding Council of Mgmt For For For Meeting
2 Accept Board Report Mgmt For For For
3 Accept Audit Report Mgmt For For For
4 Accept Financial Statements Mgmt For For For
5 Approve Discharge of Board Mgmt For For For
6 Approve Allocation of Income Mgmt For For For
7 Approve Director Remuneration Mgmt For Against Against
8 Ratify Director Appointment Mgmt For Against Against
9 Ratify External Auditors Mgmt For For For
10 Approve Remuneration Policy Mgmt For For For
11 Receive Information on Donations Made in Mgmt 2019
12 Approve Upper Limit of Donations for 2020 Mgmt For Against Against
13 Grant Permission for Board Members to Mgmt For For For Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose
14 Wishes Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Enerjisa Enerji AS
Shares Voted: 144,341
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting and Elect Presiding Council of Mgmt For For For Meeting
2 Accept Board Report Mgmt For For For
3 Accept Audit Report Mgmt For For For
4 Accept Financial Statements Mgmt For For For
5 Approve Discharge of Board Mgmt For For For
6 Approve Allocation of Income Mgmt For For For
7 Approve Director Remuneration Mgmt For Against Against
8 Ratify Director Appointment Mgmt For Against Against
9 Ratify External Auditors Mgmt For For For
10 Approve Remuneration Policy Mgmt For For For
11 Receive Information on Donations Made in Mgmt 2019
12 Approve Upper Limit of Donations for 2020 Mgmt For Against Against
13 Grant Permission for Board Members to Mgmt For For For Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose
14 Wishes Mgmt
AUTECH Corp.
Meeting Date: 03/24/2020 Country: South Korea Primary Security ID: Y0483C102 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 067170
Shares Voted: 29,482
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Kang Shin-wook as Inside Director Mgmt For Against Against
2.2 Elect Oh Myeong-doh as Outside Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AUTECH Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
4 Authorize Board to Fix Remuneration of Mgmt For For For Internal Auditor(s)
Shares Voted: 11,789
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Kang Shin-wook as Inside Director Mgmt For Against Against
2.2 Elect Oh Myeong-doh as Outside Director Mgmt For For For
3 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
4 Authorize Board to Fix Remuneration of Mgmt For For For Internal Auditor(s)
Kia Motors Corp.
Meeting Date: 03/24/2020 Country: South Korea Primary Security ID: Y47601102 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 000270
Shares Voted: 11,985
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Ju Woo-jeong as Inside Director Mgmt For Against Against
3.2 Elect Kim Deok-joong as Outside Director Mgmt For Against Against
3.3 Elect Kim Dong-won as Outside Director Mgmt For Against Against
4 Elect Kim Deok-joong as a Member of Audit Mgmt For Against Against Committee
5 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kia Motors Corp.
Shares Voted: 4,838
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Ju Woo-jeong as Inside Director Mgmt For Against Against
3.2 Elect Kim Deok-joong as Outside Director Mgmt For Against Against
3.3 Elect Kim Dong-won as Outside Director Mgmt For Against Against
4 Elect Kim Deok-joong as a Member of Audit Mgmt For Against Against Committee
5 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
ABM Industries Incorporated
Meeting Date: 03/25/2020 Country: USA Primary Security ID: 000957100 Record Date: 01/29/2020 Meeting Type: Annual Ticker: ABM
Shares Voted: 1,159,756
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Donald F. Colleran Mgmt For Against Against
1b Elect Director Thomas M. Gartland Mgmt For For For
1c Elect Director Winifred (Wendy) M. Webb Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 64,362
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Donald F. Colleran Mgmt For Against Against
1b Elect Director Thomas M. Gartland Mgmt For For For
1c Elect Director Winifred (Wendy) M. Webb Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ABM Industries Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Declassify the Board of Directors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify KPMG LLP as Auditors Mgmt For For For
Innocean Worldwide, Inc.
Meeting Date: 03/25/2020 Country: South Korea Primary Security ID: Y3862P108 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 214320
Shares Voted: 5,358
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1.1 Elect Jeong Seong-yi as Inside Director Mgmt For Against Against
2.1.2 Elect Yoon Seok-hoon as Inside Director Mgmt For Against Against
2.2.1 Elect Yoon Tae-hwa as Outside Director Mgmt For For For
2.2.2 Elect Ryu Jae-wook as Outside Director Mgmt For For For
2.3 Elect Kim Jae-cheol as Non-Independent Mgmt For For For Non-Executive Director
3.1 Elect Yoon Tae-hwa as a Member of Audit Mgmt For For For Committee
3.2 Elect Ryu Jae-wook as a Member of Audit Mgmt For For For Committee
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 2,234
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1.1 Elect Jeong Seong-yi as Inside Director Mgmt For Against Against
2.1.2 Elect Yoon Seok-hoon as Inside Director Mgmt For Against Against
2.2.1 Elect Yoon Tae-hwa as Outside Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Innocean Worldwide, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.2.2 Elect Ryu Jae-wook as Outside Director Mgmt For For For
2.3 Elect Kim Jae-cheol as Non-Independent Mgmt For For For Non-Executive Director
3.1 Elect Yoon Tae-hwa as a Member of Audit Mgmt For For For Committee
3.2 Elect Ryu Jae-wook as a Member of Audit Mgmt For For For Committee
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Woori Financial Group, Inc.
Meeting Date: 03/25/2020 Country: South Korea Primary Security ID: Y972JZ105 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 316140
Shares Voted: 72,137
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Cheom Moon-ak as Outside Director Mgmt For For For
3.2 Elect Kim Hong-tae as Non-Independent Mgmt For For For Non-Executive Director
3.3 Elect Lee Won-deok as Inside Director Mgmt For For For
3.4 Elect Son Tae-seung as Inside Director Mgmt For Against Against
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 29,119
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3.1 Elect Cheom Moon-ak as Outside Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Woori Financial Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.2 Elect Kim Hong-tae as Non-Independent Mgmt For For For Non-Executive Director
3.3 Elect Lee Won-deok as Inside Director Mgmt For For For
3.4 Elect Son Tae-seung as Inside Director Mgmt For Against Against
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
CEMEX SAB de CV
Meeting Date: 03/26/2020 Country: Mexico Primary Security ID: P2253T133 Record Date: 02/25/2020 Meeting Type: Annual Ticker: CEMEXCPO
Shares Voted: 1,979,166
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income Mgmt For For For
3 Present Share Repurchase Report Mgmt For For For
4 Set Maximum Amount of Share Repurchase Mgmt For For For Reserve
5A Approve Reduction in Variable Portion of Mgmt For For For Capital via Cancellation of Repurchased Shares Which were Acquired Through Repurchase Program in 2019
5B Approve Reduction in Variable Portion of Mgmt For For For Capital via Cancellation of Treasury Shares Which Supported Convertible Bonds Issued in December 2009 and Matured in Nov. 2019
5C Approve Reduction in Variable Portion of Mgmt For For For Capital via Cancellation of Treasury Shares Which Supported Convertible Bonds Issued in May 2015 and Due in March 2020
6 Elect Directors, Chairman and Secretary of Mgmt For Against Against Board, Members and Chairmen of Audit, Corporate Practices and Finance, and Sustainability Committees
7 Approve Remuneration of Directors and Mgmt For For For Members of Audit, Corporate Practices and Finance, and Sustainability Committees Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CEMEX SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Shares Voted: 2,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income Mgmt For For For
3 Present Share Repurchase Report Mgmt For For For
4 Set Maximum Amount of Share Repurchase Mgmt For For For Reserve
5A Approve Reduction in Variable Portion of Mgmt For For For Capital via Cancellation of Repurchased Shares Which were Acquired Through Repurchase Program in 2019
5B Approve Reduction in Variable Portion of Mgmt For For For Capital via Cancellation of Treasury Shares Which Supported Convertible Bonds Issued in December 2009 and Matured in Nov. 2019
5C Approve Reduction in Variable Portion of Mgmt For For For Capital via Cancellation of Treasury Shares Which Supported Convertible Bonds Issued in May 2015 and Due in March 2020
6 Elect Directors, Chairman and Secretary of Mgmt For Against Against Board, Members and Chairmen of Audit, Corporate Practices and Finance, and Sustainability Committees
7 Approve Remuneration of Directors and Mgmt For For For Members of Audit, Corporate Practices and Finance, and Sustainability Committees
8 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Novo Nordisk A/S
Meeting Date: 03/26/2020 Country: Denmark Primary Security ID: K72807132 Record Date: 03/19/2020 Meeting Type: Annual Ticker: NOVO.B Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novo Nordisk A/S
Shares Voted: 401,451
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Report of Board Mgmt
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3.1 Receive Remuneration Report 2019 Mgmt
3.2a Approve Remuneration of Directors for 2019 Mgmt For For For in the Aggregate Amount of DKK 19.4 Million
3.2b Approve Remuneration of Directors for 2020 Mgmt For For For in the Amount of DKK 2.2 Million for the Chairman, DKK 1.4 Million for the Vice Chairman, and DKK 720,000 for Other Directors; Approve Remuneration for Committee Work
3.3 Approve Guidelines for Incentive-Based Mgmt For For For Compensation for Executive Management and Board
3.4 Amend Articles Re: Voting on the Company's Mgmt For For For Remuneration Report at Annual General Meetings
4 Approve Allocation of Income and Dividends Mgmt For For For
5.1 Reelect Helge Lund as Director and Chairman Mgmt For For For
5.2 Reelect Jeppe Christiansen as Director and Mgmt For For For Deputy Chairman
5.3a Reelect Brian Daniels as Director Mgmt For For For
5.3b Reelect Laurence Debroux as Director Mgmt For For For
5.3c Reelect Andreas Fibig as Director Mgmt For For For
5.3d Reelect Sylvie Gregoire as Director Mgmt For For For
5.3e Reelect Liz Hewitt as Director Mgmt For For For
5.3f Reelect Kasim Kutay as Director Mgmt For For For
5.3g Reelect Martin Mackay as Director Mgmt For For For
6 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
7.1 Approve DKK 10 Million Reduction in Share Mgmt For For For Capital via B Share Cancellation
7.2 Authorize Share Repurchase Program Mgmt For For For
7.3a Approve Creation of Pool of Capital for the Mgmt For Against Against Benefit of Employees Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novo Nordisk A/S
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.3b Approve Creation of Pool of Capital with Mgmt For For For Preemptive Rights
7.3c Approve Creation of Pool of Capital without Mgmt For For For Preemptive Rights
7.4 Approve Donation to the World Diabetes Mgmt For For For Foundation
Shareholder Proposal Submitted by Frank Mgmt Aaen
8 Disclosure of the Ratio between Executive SH Against Against Against and Employee Remuneration in theAnnual Reports
9 Other Business Mgmt
Shares Voted: 778,992
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Report of Board Mgmt
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3.1 Receive Remuneration Report 2019 Mgmt
3.2a Approve Remuneration of Directors for 2019 Mgmt For For For in the Aggregate Amount of DKK 19.4 Million
3.2b Approve Remuneration of Directors for 2020 Mgmt For For For in the Amount of DKK 2.2 Million for the Chairman, DKK 1.4 Million for the Vice Chairman, and DKK 720,000 for Other Directors; Approve Remuneration for Committee Work
3.3 Approve Guidelines for Incentive-Based Mgmt For For For Compensation for Executive Management and Board
3.4 Amend Articles Re: Voting on the Company's Mgmt For For For Remuneration Report at Annual General Meetings
4 Approve Allocation of Income and Dividends Mgmt For For For
5.1 Reelect Helge Lund as Director and Chairman Mgmt For For For
5.2 Reelect Jeppe Christiansen as Director and Mgmt For For For Deputy Chairman
5.3a Reelect Brian Daniels as Director Mgmt For For For
5.3b Reelect Laurence Debroux as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novo Nordisk A/S
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.3c Reelect Andreas Fibig as Director Mgmt For For For
5.3d Reelect Sylvie Gregoire as Director Mgmt For For For
5.3e Reelect Liz Hewitt as Director Mgmt For For For
5.3f Reelect Kasim Kutay as Director Mgmt For For For
5.3g Reelect Martin Mackay as Director Mgmt For For For
6 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
7.1 Approve DKK 10 Million Reduction in Share Mgmt For For For Capital via B Share Cancellation
7.2 Authorize Share Repurchase Program Mgmt For For For
7.3a Approve Creation of Pool of Capital for the Mgmt For Against Against Benefit of Employees
7.3b Approve Creation of Pool of Capital with Mgmt For For For Preemptive Rights
7.3c Approve Creation of Pool of Capital without Mgmt For For For Preemptive Rights
7.4 Approve Donation to the World Diabetes Mgmt For For For Foundation
Shareholder Proposal Submitted by Frank Mgmt Aaen
8 Disclosure of the Ratio between Executive SH Against Against Against and Employee Remuneration in theAnnual Reports
9 Other Business Mgmt
Spigen Korea Co., Ltd.
Meeting Date: 03/26/2020 Country: South Korea Primary Security ID: Y9036B107 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 192440
Shares Voted: 5,993
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3 Elect Bae Jeong-hwan as Outside Director Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spigen Korea Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Elect Bae Jeong-hwan as a Member of Audit Mgmt For Against Against Committee
5 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 2,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Amend Articles of Incorporation Mgmt For For For
3 Elect Bae Jeong-hwan as Outside Director Mgmt For Against Against
4 Elect Bae Jeong-hwan as a Member of Audit Mgmt For Against Against Committee
5 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Concentradora Fibra Danhos SA de CV
Meeting Date: 03/27/2020 Country: Mexico Primary Security ID: P2825H138 Record Date: 03/19/2020 Meeting Type: Annual Ticker: DANHOS13
Shares Voted: 627,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Holders of REITs - ISIN Mgmt MXCFDA020005
1 Open Meeting Mgmt For For For
2 Approve Financial Statements Mgmt For For For
3 Elect or Ratify Members of Trust Technical Mgmt For Against Against Committee
4 Approve Real Estate Trust Certificates Mgmt For For For Repurchase Program; Set Maximum Amount of Share Repurchase
5 Amend Article 25 and Appendix J of Trust Mgmt For For For Agreement Re: Fiscal Domicile and Trustee Compensation
6 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Concentradora Fibra Danhos SA de CV
Shares Voted: 236,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Holders of REITs - ISIN Mgmt MXCFDA020005
1 Open Meeting Mgmt For For For
2 Approve Financial Statements Mgmt For For For
3 Elect or Ratify Members of Trust Technical Mgmt For Against Against Committee
4 Approve Real Estate Trust Certificates Mgmt For For For Repurchase Program; Set Maximum Amount of Share Repurchase
5 Amend Article 25 and Appendix J of Trust Mgmt For For For Agreement Re: Fiscal Domicile and Trustee Compensation
6 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Korea Aerospace Industries Ltd.
Meeting Date: 03/27/2020 Country: South Korea Primary Security ID: Y4838Q105 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 047810
Shares Voted: 11,115
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Shares Voted: 4,487
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Broadcom Inc.
Meeting Date: 03/30/2020 Country: USA Primary Security ID: 11135F101 Record Date: 02/06/2020 Meeting Type: Annual Ticker: AVGO
Shares Voted: 62,134
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hock E. Tan Mgmt For For For
1b Elect Director Henry Samueli Mgmt For For For
1c Elect Director Eddy W. Hartenstein Mgmt For For For
1d Elect Director Diane M. Bryant Mgmt For For For
1e Elect Director Gayla J. Delly Mgmt For For For
1f Elect Director Raul J. Fernandez Mgmt For For For
1g Elect Director Check Kian Low Mgmt For For For
1h Elect Director Justine F. Page Mgmt For For For
1i Elect Director Harry L. You Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Grupo Financiero Banorte SAB de CV
Meeting Date: 03/30/2020 Country: Mexico Primary Security ID: P49501201 Record Date: 03/17/2020 Meeting Type: Special Ticker: GFNORTEO
Shares Voted: 161,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Set Maximum Amount of Share Repurchase Mgmt For For For Reserve
2 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Shares Voted: 60,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Financiero Banorte SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Set Maximum Amount of Share Repurchase Mgmt For For For Reserve
2 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
KT Corp.
Meeting Date: 03/30/2020 Country: South Korea Primary Security ID: Y49915104 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 030200
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles of Incorporation Mgmt For For Do Not Vote
2 Elect Ku Hyeon-mo as CEO Mgmt For For Do Not Vote
3 Approve Financial Statements and Allocation Mgmt For For Do Not of Income Vote
4.1 Elect Park Yoon-young as Inside Director Mgmt For For Do Not Vote
4.2 Elect Park Jong-ook as Inside Director Mgmt For For Do Not Vote
4.3 Elect Kang Chung-gu as Outside Director Mgmt For For Do Not Vote
4.4 Elect Park Chan-hi as Outside Director Mgmt For For Do Not Vote
4.5 Elect Yeo Eun-jung as Outside Director Mgmt For For Do Not Vote
4.6 Elect Pyo Hyun-myung as Outside Director Mgmt For For Do Not Vote
5.1 Elect Sung Tae-yoon as a Member of Audit Mgmt For Against Do Not Committee Vote
5.2 Elect Yeo Eun-jung as a Member of Audit Mgmt For For Do Not Committee Vote
5.3 Elect Kang Chung-gu as a Member of Audit Mgmt For For Do Not Committee Vote
6 Approve Total Remuneration of Inside Mgmt For For Do Not Directors and Outside Directors Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KT Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Management Contract Mgmt For For Do Not Vote
8 Approve Terms of Retirement Pay Mgmt For For Do Not Vote
Shares Voted: 1,969,771
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles of Incorporation Mgmt For For For
2 Elect Ku Hyeon-mo as CEO Mgmt For For For
3 Approve Financial Statements and Allocation Mgmt For For For of Income
4.1 Elect Park Yoon-young as Inside Director Mgmt For For For
4.2 Elect Park Jong-ook as Inside Director Mgmt For For For
4.3 Elect Kang Chung-gu as Outside Director Mgmt For For For
4.4 Elect Park Chan-hi as Outside Director Mgmt For For For
4.5 Elect Yeo Eun-jung as Outside Director Mgmt For For For
4.6 Elect Pyo Hyun-myung as Outside Director Mgmt For For For
5.1 Elect Sung Tae-yoon as a Member of Audit Mgmt For Against Against Committee
5.2 Elect Yeo Eun-jung as a Member of Audit Mgmt For For For Committee
5.3 Elect Kang Chung-gu as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
7 Approve Management Contract Mgmt For For For
8 Approve Terms of Retirement Pay Mgmt For For For
Shares Voted: 2,471,535
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles of Incorporation Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KT Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Elect Ku Hyeon-mo as CEO Mgmt For For For
3 Approve Financial Statements and Allocation Mgmt For For For of Income
4.1 Elect Park Yoon-young as Inside Director Mgmt For For For
4.2 Elect Park Jong-ook as Inside Director Mgmt For For For
4.3 Elect Kang Chung-gu as Outside Director Mgmt For For For
4.4 Elect Park Chan-hi as Outside Director Mgmt For For For
4.5 Elect Yeo Eun-jung as Outside Director Mgmt For For For
4.6 Elect Pyo Hyun-myung as Outside Director Mgmt For For For
5.1 Elect Sung Tae-yoon as a Member of Audit Mgmt For Against Against Committee
5.2 Elect Yeo Eun-jung as a Member of Audit Mgmt For For For Committee
5.3 Elect Kang Chung-gu as a Member of Audit Mgmt For For For Committee
6 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
7 Approve Management Contract Mgmt For For For
8 Approve Terms of Retirement Pay Mgmt For For For
SMART Global Holdings, Inc.
Meeting Date: 03/30/2020 Country: Cayman Islands Primary Security ID: G8232Y101 Record Date: 03/04/2020 Meeting Type: Special Ticker: SGH
Shares Voted: 89,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Shares Voted: 119,619
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SMART Global Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Adjourn Meeting Mgmt For For For
The Rubicon Project, Inc.
Meeting Date: 03/30/2020 Country: USA Primary Security ID: 78112V102 Record Date: 02/11/2020 Meeting Type: Special Ticker: RUBI
Shares Voted: 159,342
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Shares Voted: 170,150
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Hewlett Packard Enterprise Company
Meeting Date: 04/01/2020 Country: USA Primary Security ID: 42824C109 Record Date: 02/03/2020 Meeting Type: Annual Ticker: HPE
Shares Voted: 3,763,571
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Daniel Ammann Mgmt For For For
1b Elect Director Pamela L. Carter Mgmt For For For
1c Elect Director Jean M. Hobby Mgmt For For For
1d Elect Director George R. Kurtz Mgmt For For For
1e Elect Director Raymond J. Lane Mgmt For For For
1f Elect Director Ann M. Livermore Mgmt For For For
1g Elect Director Antonio F. Neri Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hewlett Packard Enterprise Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Charles H. Noski Mgmt For For For
1i Elect Director Raymond E. Ozzie Mgmt For For For
1j Elect Director Gary M. Reiner Mgmt For For For
1k Elect Director Patricia F. Russo Mgmt For For For
1l Elect Director Lip-Bu Tan Mgmt For For For
1m Elect Director Mary Agnes Wilderotter Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Shares Voted: 5,701,162
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Daniel Ammann Mgmt For For For
1b Elect Director Pamela L. Carter Mgmt For For For
1c Elect Director Jean M. Hobby Mgmt For For For
1d Elect Director George R. Kurtz Mgmt For For For
1e Elect Director Raymond J. Lane Mgmt For For For
1f Elect Director Ann M. Livermore Mgmt For For For
1g Elect Director Antonio F. Neri Mgmt For For For
1h Elect Director Charles H. Noski Mgmt For For For
1i Elect Director Raymond E. Ozzie Mgmt For For For
1j Elect Director Gary M. Reiner Mgmt For For For
1k Elect Director Patricia F. Russo Mgmt For For For
1l Elect Director Lip-Bu Tan Mgmt For For For
1m Elect Director Mary Agnes Wilderotter Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hewlett Packard Enterprise Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Schlumberger N.V.
Meeting Date: 04/01/2020 Country: Curacao Primary Security ID: 806857108 Record Date: 02/12/2020 Meeting Type: Annual Ticker: SLB
Shares Voted: 18,813
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick de La Chevardiere Mgmt For For For
1b Elect Director Miguel M. Galuccio Mgmt For For For
1c Elect Director Olivier Le Peuch Mgmt For For For
1d Elect Director Tatiana A. Mitrova Mgmt For For For
1e Elect Director Lubna S. Olayan Mgmt For For For
1f Elect Director Mark G. Papa Mgmt For For For
1g Elect Director Leo Rafael Reif Mgmt For For For
1h Elect Director Henri Seydoux Mgmt For For For
1i Elect Director Jeff W. Sheets Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Adopt and Approve Financials and Dividends Mgmt For For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 24,585
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick de La Chevardiere Mgmt For For For
1b Elect Director Miguel M. Galuccio Mgmt For For For
1c Elect Director Olivier Le Peuch Mgmt For For For
1d Elect Director Tatiana A. Mitrova Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Schlumberger N.V.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Lubna S. Olayan Mgmt For For For
1f Elect Director Mark G. Papa Mgmt For For For
1g Elect Director Leo Rafael Reif Mgmt For For For
1h Elect Director Henri Seydoux Mgmt For For For
1i Elect Director Jeff W. Sheets Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Adopt and Approve Financials and Dividends Mgmt For For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Ciena Corporation
Meeting Date: 04/02/2020 Country: USA Primary Security ID: 171779309 Record Date: 02/04/2020 Meeting Type: Annual Ticker: CIEN
Shares Voted: 1,131,016
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Judith M. O'Brien Mgmt For For For
1b Elect Director Joanne B. Olsen Mgmt For For For
1c Elect Director Gary B. Smith Mgmt For For For
1d Elect Director Devinder Kumar Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 201,570
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Judith M. O'Brien Mgmt For For For
1b Elect Director Joanne B. Olsen Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ciena Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1c Elect Director Gary B. Smith Mgmt For For For
1d Elect Director Devinder Kumar Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
IQVIA Holdings Inc.
Meeting Date: 04/06/2020 Country: USA Primary Security ID: 46266C105 Record Date: 02/12/2020 Meeting Type: Annual Ticker: IQV
Shares Voted: 219,098
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carol J. Burt Mgmt For For For
1.2 Elect Director Colleen A. Goggins Mgmt For For For
1.3 Elect Director Ronald A. Rittenmeyer Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 756,850
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carol J. Burt Mgmt For For For
1.2 Elect Director Colleen A. Goggins Mgmt For For For
1.3 Elect Director Ronald A. Rittenmeyer Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lennar Corporation
Meeting Date: 04/07/2020 Country: USA Primary Security ID: 526057104 Record Date: 02/10/2020 Meeting Type: Annual Ticker: LEN
Shares Voted: 3,800,685
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Rick Beckwitt Mgmt For For For
1b Elect Director Irving Bolotin Mgmt For Against Against
1c Elect Director Steven L. Gerard Mgmt For For For
1d Elect Director Tig Gilliam Mgmt For For For
1e Elect Director Sherrill W. Hudson Mgmt For For For
1f Elect Director Jonathan M. Jaffe Mgmt For For For
1g Elect Director Sidney Lapidus Mgmt For For For
1h Elect Director Teri P. McClure Mgmt For Against Against
1i Elect Director Stuart Miller Mgmt For For For
1j Elect Director Armando Olivera Mgmt For Against Against
1k Elect Director Jeffrey Sonnenfeld Mgmt For Against Against
1l Elect Director Scott Stowell Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 2,043,459
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Rick Beckwitt Mgmt For For For
1b Elect Director Irving Bolotin Mgmt For Against Against
1c Elect Director Steven L. Gerard Mgmt For For For
1d Elect Director Tig Gilliam Mgmt For For For
1e Elect Director Sherrill W. Hudson Mgmt For For For
1f Elect Director Jonathan M. Jaffe Mgmt For For For
1g Elect Director Sidney Lapidus Mgmt For For For
1h Elect Director Teri P. McClure Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lennar Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Stuart Miller Mgmt For For For
1j Elect Director Armando Olivera Mgmt For Against Against
1k Elect Director Jeffrey Sonnenfeld Mgmt For Against Against
1l Elect Director Scott Stowell Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
PLAY Communications SA
Meeting Date: 04/07/2020 Country: Luxembourg Primary Security ID: L7635Y118 Record Date: 03/24/2020 Meeting Type: Annual/Special Ticker: PLY
Shares Voted: 191,151
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Annual Report and Auditor's Report Mgmt (Non-Voting)
2 Approve Financial Statements Mgmt For For For
3 Approve Consolidated Financial Statements Mgmt For For For
4 Approve Interim Dividends Mgmt For For For
5 Approve Allocation of Income Mgmt For For For
6 Approve Discharge of Directors Mgmt For For For
7 Reelect Vasileios Billis as Director Mgmt For Against Against
8 Reelect Serdar Cetin as Director Mgmt For Against Against
9 Reelect Ioannis Karagiannis as Director Mgmt For Against Against
10 Reelect Andrzej Klesyk as Director Mgmt For For For
11 Reelect Bruce Graham McInroy as Director Mgmt For Against Against
12 Reelect Andrzej Olechowski as Director Mgmt For Against Against
13 Reelect Patrick Tillieux as Director Mgmt For Against Against
14 Approve Remuneration Policy Mgmt For Against Against
15 Approve Remuneration Report Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PLAY Communications SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
16 Amend Articles of Association Mgmt For For For
Shares Voted: 74,076
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Annual Report and Auditor's Report Mgmt (Non-Voting)
2 Approve Financial Statements Mgmt For For For
3 Approve Consolidated Financial Statements Mgmt For For For
4 Approve Interim Dividends Mgmt For For For
5 Approve Allocation of Income Mgmt For For For
6 Approve Discharge of Directors Mgmt For For For
7 Reelect Vasileios Billis as Director Mgmt For Against Against
8 Reelect Serdar Cetin as Director Mgmt For Against Against
9 Reelect Ioannis Karagiannis as Director Mgmt For Against Against
10 Reelect Andrzej Klesyk as Director Mgmt For For For
11 Reelect Bruce Graham McInroy as Director Mgmt For Against Against
12 Reelect Andrzej Olechowski as Director Mgmt For Against Against
13 Reelect Patrick Tillieux as Director Mgmt For Against Against
14 Approve Remuneration Policy Mgmt For Against Against
15 Approve Remuneration Report Mgmt For Against Against
Special Meeting Agenda Mgmt
16 Amend Articles of Association Mgmt For For For
SIG Combibloc Group AG
Meeting Date: 04/07/2020 Country: Switzerland Primary Security ID: H76406117 Record Date: Meeting Type: Annual Ticker: SIGN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SIG Combibloc Group AG
Shares Voted: 168,797
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Omission Mgmt For For For of Dividends
4 Approve Dividends of CHF 0.38 per Share Mgmt For For For from Capital Contribution Reserves
5.1 Approve Remuneration Report (Non-Binding) Mgmt For For For
5.2 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 2.1 Million
5.3 Approve Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 18 Million
6.1.1 Reelect Werner Bauer as Director Mgmt For For For
6.1.2 Reelect Wah-Hui Chu as Director Mgmt For For For
6.1.3 Reelect Colleen Goggins as Director Mgmt For For For
6.1.4 Reelect Mariel Hoch as Director Mgmt For For For
6.1.5 Reelect Matthias Waehren as Director Mgmt For For For
6.1.6 Reelect Nigel Wright as Director Mgmt For For For
6.1.7 Reelect Andreas Umbach as Director Mgmt For For For
6.2 Reelect Andreas Umbach as Board Chairman Mgmt For For For
6.3.1 Reappoint Wah-Hui Chu as Member of the Mgmt For For For Compensation Committee
6.3.2 Reappoint Colleen Goggins as Member of the Mgmt For For For Compensation Committee
6.3.3 Reappoint Mariel Hoch as Member of the Mgmt For For For Compensation Committee
7 Approve Creation of CHF 640,106 Pool of Mgmt For For For Capital without Preemptive Rights
8 Designate Keller KLG as Independent Proxy Mgmt For For For
9 Ratify PricewaterhouseCoopers AG as Mgmt For For For Auditors
10 Transact Other Business (Voting) Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SIG Combibloc Group AG
Shares Voted: 427,083
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Omission Mgmt For For For of Dividends
4 Approve Dividends of CHF 0.38 per Share Mgmt For For For from Capital Contribution Reserves
5.1 Approve Remuneration Report (Non-Binding) Mgmt For For For
5.2 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 2.1 Million
5.3 Approve Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 18 Million
6.1.1 Reelect Werner Bauer as Director Mgmt For For For
6.1.2 Reelect Wah-Hui Chu as Director Mgmt For For For
6.1.3 Reelect Colleen Goggins as Director Mgmt For For For
6.1.4 Reelect Mariel Hoch as Director Mgmt For For For
6.1.5 Reelect Matthias Waehren as Director Mgmt For For For
6.1.6 Reelect Nigel Wright as Director Mgmt For For For
6.1.7 Reelect Andreas Umbach as Director Mgmt For For For
6.2 Reelect Andreas Umbach as Board Chairman Mgmt For For For
6.3.1 Reappoint Wah-Hui Chu as Member of the Mgmt For For For Compensation Committee
6.3.2 Reappoint Colleen Goggins as Member of the Mgmt For For For Compensation Committee
6.3.3 Reappoint Mariel Hoch as Member of the Mgmt For For For Compensation Committee
7 Approve Creation of CHF 640,106 Pool of Mgmt For For For Capital without Preemptive Rights
8 Designate Keller KLG as Independent Proxy Mgmt For For For
9 Ratify PricewaterhouseCoopers AG as Mgmt For For For Auditors
10 Transact Other Business (Voting) Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SIG Combibloc Group AG
Meeting Date: 04/07/2020 Country: Switzerland Primary Security ID: H76406117 Record Date: Meeting Type: Annual Ticker: SIGN
Shares Voted: 5,034
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Share Re-registration Consent Mgmt For For For
Rio Tinto Plc
Meeting Date: 04/08/2020 Country: United Kingdom Primary Security ID: G75754104 Record Date: 03/02/2020 Meeting Type: Annual Ticker: RIO
Shares Voted: 8,561
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Resolutions 1 to 20 will be Voted on by Rio Mgmt Tinto plc and Rio Tinto Limited Shareholders as a Joint Electorate
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report for UK Law Mgmt For For For Purposes
3 Approve Remuneration Report for Australian Mgmt For For For Law Purposes
4 Approve the Potential Termination of Benefits Mgmt For For For for Australian Law Purposes
5 Elect Hinda Gharbi as Director Mgmt For For For
6 Elect Jennifer Nason as Director Mgmt For For For
7 Elect Ngaire Woods as Director Mgmt For For For
8 Re-elect Megan Clark as Director Mgmt For For For
9 Re-elect David Constable as Director Mgmt For For For
10 Re-elect Simon Henry as Director Mgmt For For For
11 Re-elect Jean-Sebastien Jacques as Director Mgmt For For For
12 Re-elect Sam Laidlaw as Director Mgmt For For For
13 Re-elect Michael L'Estrange as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Rio Tinto Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Re-elect Simon McKeon as Director Mgmt For For For
15 Re-elect Jakob Stausholm as Director Mgmt For For For
16 Re-elect Simon Thompson as Director Mgmt For For For
17 Appoint KPMG LLP as Auditors Mgmt For For For
18 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Amend Articles of Association Re: General Mgmt For For For Updates and Changes
Resolution 21 will be Voted on by Rio Tinto Mgmt plc and Rio Tinto Limited Shareholders Voting as Separate Electorate
21 Amend Articles of Association Re: Hybrid and Mgmt For For For Contemporaneous General Meetings
Resolutions 22 to 25 will be Voted on by Rio Mgmt Tinto plc Shareholders Only
22 Authorise Issue of Equity Mgmt For Against Against
23 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
24 Authorise Market Purchase of Ordinary Shares Mgmt For For For
25 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 12,444
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Resolutions 1 to 20 will be Voted on by Rio Mgmt Tinto plc and Rio Tinto Limited Shareholders as a Joint Electorate
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report for UK Law Mgmt For For For Purposes
3 Approve Remuneration Report for Australian Mgmt For For For Law Purposes
4 Approve the Potential Termination of Benefits Mgmt For For For for Australian Law Purposes Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Rio Tinto Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Elect Hinda Gharbi as Director Mgmt For For For
6 Elect Jennifer Nason as Director Mgmt For For For
7 Elect Ngaire Woods as Director Mgmt For For For
8 Re-elect Megan Clark as Director Mgmt For For For
9 Re-elect David Constable as Director Mgmt For For For
10 Re-elect Simon Henry as Director Mgmt For For For
11 Re-elect Jean-Sebastien Jacques as Director Mgmt For For For
12 Re-elect Sam Laidlaw as Director Mgmt For For For
13 Re-elect Michael L'Estrange as Director Mgmt For For For
14 Re-elect Simon McKeon as Director Mgmt For For For
15 Re-elect Jakob Stausholm as Director Mgmt For For For
16 Re-elect Simon Thompson as Director Mgmt For For For
17 Appoint KPMG LLP as Auditors Mgmt For For For
18 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Amend Articles of Association Re: General Mgmt For For For Updates and Changes
Resolution 21 will be Voted on by Rio Tinto Mgmt plc and Rio Tinto Limited Shareholders Voting as Separate Electorate
21 Amend Articles of Association Re: Hybrid and Mgmt For For For Contemporaneous General Meetings
Resolutions 22 to 25 will be Voted on by Rio Mgmt Tinto plc Shareholders Only
22 Authorise Issue of Equity Mgmt For Against Against
23 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
24 Authorise Market Purchase of Ordinary Shares Mgmt For For For
25 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal Ahold Delhaize NV
Meeting Date: 04/08/2020 Country: Netherlands Primary Security ID: N0074E105 Record Date: 03/11/2020 Meeting Type: Annual Ticker: AD
Shares Voted: 778,787
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Receive Report of Management Board Mgmt (Non-Voting)
3 Receive Explanation on Company's Reserves Mgmt and Dividend Policy
4 Adopt Financial Statements Mgmt For For For
5 Approve Dividends of EUR 0.76 Per Share Mgmt For For For
6 Approve Remuneration Report Mgmt For For For
7 Approve Discharge of Management Board Mgmt For For For
8 Approve Discharge of Supervisory Board Mgmt For For For
9 Approve Remuneration Policy for Mgmt For For For Management Board Members
10 Approve Remuneration Policy for Supervisory Mgmt For For For Board Members
11 Elect Frank van Zanten to Supervisory Board Mgmt For For For
12 Elect Helen Weir to Supervisory Board Mgmt For Against Against
13 Reelect Mary Anne Citrino to Supervisory Mgmt For For For Board
14 Reelect Dominique Leroy to Supervisory Mgmt For For For Board
15 Reelect Bill McEwan to Supervisory Board Mgmt For For For
16 Reelect Kevin Holt to Management Board Mgmt For For For
17 Elect Natalie Knight to Management Board Mgmt For For For
18 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
19 Grant Board Authority to Issue Shares Up to Mgmt For For For 10 Percent of Issued Capital
20 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
21 Authorize Board to Acquire Common Shares Mgmt For For For
22 Approve Cancellation of Repurchased Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal Ahold Delhaize NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
23 Close Meeting Mgmt
Royal Bank of Canada
Meeting Date: 04/08/2020 Country: Canada Primary Security ID: 780087102 Record Date: 02/11/2020 Meeting Type: Annual Ticker: RY
Shares Voted: 632
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Andrew A. Chisholm Mgmt For For For
1.2 Elect Director Jacynthe Cote Mgmt For For For
1.3 Elect Director Toos N. Daruvala Mgmt For For For
1.4 Elect Director David F. Denison Mgmt For For For
1.5 Elect Director Alice D. Laberge Mgmt For For For
1.6 Elect Director Michael H.McCain Mgmt For For For
1.7 Elect Director David McKay Mgmt For For For
1.8 Elect Director Heather Munroe-Blum Mgmt For For For
1.9 Elect Director Kathleen Taylor Mgmt For For For
1.10 Elect Director Maryann Turcke Mgmt For For For
1.11 Elect Director Bridget A. van Kralingen Mgmt For For For
1.12 Elect Director Thierry Vandal Mgmt For For For
1.13 Elect Director Frank Vettese Mgmt For For For
1.14 Elect Director Jeffery Yabuki Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shareholder Proposals Mgmt
4 SP 1: Update Computer Systems to Increase SH Against Against Against Competitiveness while Enhancing Privacy Protection
5 SP 2: Adopt a Diversity Target Higher than SH Against Against Against 40% for the Composition of the Board of Directors for the Next Five Years Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Anixter International Inc.
Meeting Date: 04/09/2020 Country: USA Primary Security ID: 035290105 Record Date: 02/28/2020 Meeting Type: Special Ticker: AXE
Shares Voted: 72,518
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Euronav NV
Meeting Date: 04/09/2020 Country: Belgium Primary Security ID: B38564108 Record Date: 03/26/2020 Meeting Type: Special Ticker: EURN
Shares Voted: 31,453
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
2 Authorize Implementation of Approved Mgmt For For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Shares Voted: 24,670
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronav NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
2 Authorize Implementation of Approved Mgmt For For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Ping An Insurance (Group) Company of China, Ltd.
Meeting Date: 04/09/2020 Country: China Primary Security ID: Y69790106 Record Date: 03/09/2020 Meeting Type: Annual Ticker: 2318
Shares Voted: 240,584
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Supervisory Mgmt For For For Committee
3 Approve 2019 Annual Report and Its Mgmt For For For Summary
4 Approve 2019 Financial Statements and Mgmt For For For Statutory Reports
5 Approve 2019 Profit Distribution Plan and Mgmt For For For Distribution of Final Dividends
6 Approve PricewaterhouseCoopers Zhong Tian Mgmt For For For LLP as PRC Auditor and PricewaterhouseCoopers as International Auditor and Authorize Board to Fix Their Remuneration
7 Approve 2019 Performance Evaluation of Mgmt For For For Independent Non-Executive Directors
8 Approve Issuance of Debt Financing Mgmt For For For Instruments
9 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for H Shares
10 Amend Articles of Association Mgmt For For For
11 Elect Lu Min as Director SH For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ping An Insurance (Group) Company of China, Ltd.
Shares Voted: 87,466
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Supervisory Mgmt For For For Committee
3 Approve 2019 Annual Report and Its Mgmt For For For Summary
4 Approve 2019 Financial Statements and Mgmt For For For Statutory Reports
5 Approve 2019 Profit Distribution Plan and Mgmt For For For Distribution of Final Dividends
6 Approve PricewaterhouseCoopers Zhong Tian Mgmt For For For LLP as PRC Auditor and PricewaterhouseCoopers as International Auditor and Authorize Board to Fix Their Remuneration
7 Approve 2019 Performance Evaluation of Mgmt For For For Independent Non-Executive Directors
8 Approve Issuance of Debt Financing Mgmt For For For Instruments
9 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for H Shares
10 Amend Articles of Association Mgmt For For For
11 Elect Lu Min as Director SH For For For
Smith & Nephew Plc
Meeting Date: 04/09/2020 Country: United Kingdom Primary Security ID: G82343164 Record Date: 04/07/2020 Meeting Type: Annual Ticker: SN
Shares Voted: 719,539
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Smith & Nephew Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Final Dividend Mgmt For For For
5 Re-elect Graham Baker as Director Mgmt For For For
6 Re-elect Vinita Bali as Director Mgmt For Against Against
7 Re-elect Baroness Virginia Bottomley as Mgmt For For For Director
8 Re-elect Roland Diggelmann as Director Mgmt For For For
9 Re-elect Erik Engstrom as Director Mgmt For For For
10 Re-elect Robin Freestone as Director Mgmt For For For
11 Re-elect Marc Owen as Director Mgmt For For For
12 Re-elect Angie Risley as Director Mgmt For For For
13 Re-elect Roberto Quarta as Director Mgmt For For For
14 Reappoint KPMG LLP as Auditors Mgmt For For For
15 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
16 Approve Global Share Plan 2020 Mgmt For For For
17 Authorise Issue of Equity Mgmt For Against Against
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
21 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 494,285
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Approve Final Dividend Mgmt For For For
5 Re-elect Graham Baker as Director Mgmt For For For
6 Re-elect Vinita Bali as Director Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Smith & Nephew Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Re-elect Baroness Virginia Bottomley as Mgmt For For For Director
8 Re-elect Roland Diggelmann as Director Mgmt For For For
9 Re-elect Erik Engstrom as Director Mgmt For For For
10 Re-elect Robin Freestone as Director Mgmt For For For
11 Re-elect Marc Owen as Director Mgmt For For For
12 Re-elect Angie Risley as Director Mgmt For For For
13 Re-elect Roberto Quarta as Director Mgmt For For For
14 Reappoint KPMG LLP as Auditors Mgmt For For For
15 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
16 Approve Global Share Plan 2020 Mgmt For For For
17 Authorise Issue of Equity Mgmt For Against Against
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
21 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
UniCredit SpA
Meeting Date: 04/09/2020 Country: Italy Primary Security ID: T9T23L642 Record Date: 03/31/2020 Meeting Type: Annual/Special Ticker: UCG
Shares Voted: 4,935
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income Mgmt For For For
3 Approve Dividend Distribution Mgmt For For For
4 Approve Elimination of Negative Reserves Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UniCredit SpA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.1 Approve Decrease in Size of Board Mgmt For For For
5.2 Elect Beatriz Lara Bartolome as Director Mgmt For For For
5.3 Elect Diego De Giorgi as Director Mgmt For For For
6 Approve Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration
7 Approve 2020 Group Incentive System Mgmt For For For
8 Approve Remuneration Policy Mgmt For For For
9 Approve Second Section of the Remuneration Mgmt For For For Report
10 Approve Long-Term Incentive Plan Mgmt For For For
11 Authorize Share Repurchase Program Mgmt For For For
Extraordinary Business Mgmt
1 Authorize Board to Increase Capital to Service Mgmt For For For 2019 Group Incentive System
2 Authorize Board to Increase Capital to Service Mgmt For For For 2020 Group Incentive System
3 Amend Company Bylaws Re: Clause 6 Mgmt For For For
4 Authorize Cancellation of Repurchased Shares Mgmt For For For
A Deliberations on Possible Legal Action Against Mgmt None Against Against Directors if Presented by Shareholders
Fifth Third Bancorp
Meeting Date: 04/14/2020 Country: USA Primary Security ID: 316773100 Record Date: 02/21/2020 Meeting Type: Annual Ticker: FITB
Shares Voted: 2,710,749
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nicholas K. Akins Mgmt For For For
1.2 Elect Director B. Evan Bayh, III Mgmt For For For
1.3 Elect Director Jorge L. Benitez Mgmt For For For
1.4 Elect Director Katherine B. Blackburn Mgmt For For For
1.5 Elect Director Emerson L. Brumback Mgmt For For For
1.6 Elect Director Jerry W. Burris Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fifth Third Bancorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Greg D. Carmichael Mgmt For For For
1.8 Elect Director C. Bryan Daniels Mgmt For For For
1.9 Elect Director Thomas H. Harvey Mgmt For For For
1.10 Elect Director Gary R. Heminger Mgmt For For For
1.11 Elect Director Jewell D. Hoover Mgmt For For For
1.12 Elect Director Eileen A. Mallesch Mgmt For For For
1.13 Elect Director Michael B. McCallister Mgmt For For For
1.14 Elect Director Marsha C. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 6,671,976
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nicholas K. Akins Mgmt For For For
1.2 Elect Director B. Evan Bayh, III Mgmt For For For
1.3 Elect Director Jorge L. Benitez Mgmt For For For
1.4 Elect Director Katherine B. Blackburn Mgmt For For For
1.5 Elect Director Emerson L. Brumback Mgmt For For For
1.6 Elect Director Jerry W. Burris Mgmt For For For
1.7 Elect Director Greg D. Carmichael Mgmt For For For
1.8 Elect Director C. Bryan Daniels Mgmt For For For
1.9 Elect Director Thomas H. Harvey Mgmt For For For
1.10 Elect Director Gary R. Heminger Mgmt For For For
1.11 Elect Director Jewell D. Hoover Mgmt For For For
1.12 Elect Director Eileen A. Mallesch Mgmt For For For
1.13 Elect Director Michael B. McCallister Mgmt For For For
1.14 Elect Director Marsha C. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fifth Third Bancorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Lomon Billions Group Co., Ltd.
Meeting Date: 04/14/2020 Country: China Primary Security ID: Y3122W109 Record Date: 04/07/2020 Meeting Type: Annual Ticker: 002601
Shares Voted: 279,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Report of the Board of Directors Mgmt For For For
2 Approve Report of the Board of Supervisors Mgmt For For For
3 Approve Annual Report and Summary Mgmt For For For
4 Approve Financial Statements Mgmt For For For
5 Approve Allocation of Income and Dividends Mgmt For For For
6 Approve Internal Control Self-Evaluation Mgmt For For For Report
7 Approve Provision of Guarantee Mgmt For For For
Shares Voted: 106,580
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Report of the Board of Directors Mgmt For For For
2 Approve Report of the Board of Supervisors Mgmt For For For
3 Approve Annual Report and Summary Mgmt For For For
4 Approve Financial Statements Mgmt For For For
5 Approve Allocation of Income and Dividends Mgmt For For For
6 Approve Internal Control Self-Evaluation Mgmt For For For Report
7 Approve Provision of Guarantee Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal KPN NV
Meeting Date: 04/15/2020 Country: Netherlands Primary Security ID: N4297B146 Record Date: 03/18/2020 Meeting Type: Annual Ticker: KPN
Shares Voted: 37,554
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Receive Report of Management Board Mgmt (Non-Voting)
3 Adopt Financial Statements Mgmt For For For
4 Approve Remuneration Report Mgmt For For For
5 Receive Explanation on Company's Reserves Mgmt and Dividend Policy
6 Approve Dividends of EUR 12.5 Per Share Mgmt For For For
7 Approve Discharge of Management Board Mgmt For For For
8 Approve Discharge of Supervisory Board Mgmt For For For
9 Ratify Ernst & Young as Auditors Mgmt For For For
10 Opportunity to Make Recommendations Mgmt
11 Elect C. Guillouard to Supervisory Board Mgmt For For For
12 Announce Vacancies on the Supervisory Board Mgmt
13 Approve Remuneration Policy for Mgmt For For For Management Board
14 Approve Remuneration Policy for Supervisory Mgmt For For For Board
15 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
16 Approve Reduction in Share Capital through Mgmt For For For Cancellation of Shares
17 Grant Board Authority to Issue Shares up to Mgmt For For For 10 Percent of Issued Capital
18 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
19 Other Business (Non-Voting) Mgmt
20 Close Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Bank of New York Mellon Corporation
Meeting Date: 04/15/2020 Country: USA Primary Security ID: 064058100 Record Date: 02/18/2020 Meeting Type: Annual Ticker: BK
Shares Voted: 2,755
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Linda Z. Cook Mgmt For For For
1b Elect Director Joseph J. Echevarria Mgmt For For For
1c Elect Director Thomas P. "Todd" Gibbons Mgmt For For For
1d Elect Director Jeffrey A. Goldstein Mgmt For For For
1e Elect Director Edmund F. "Ted" Kelly Mgmt For For For
1f Elect Director Jennifer B. Morgan Mgmt For For For
1g Elect Director Elizabeth E. Robinson Mgmt For For For
1h Elect Director Samuel C. Scott, III Mgmt For For For
1i Elect Director Frederick O. Terrell Mgmt For For For
1j Elect Director Alfred W. "AI" Zollar Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Report on Gender Pay Gap SH Against Against Against
5 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Argo Group International Holdings, Ltd.
Meeting Date: 04/16/2020 Country: Bermuda Primary Security ID: G0464B107 Record Date: 03/02/2020 Meeting Type: Annual Ticker: ARGO
Shares Voted: 4,733
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2a Elect Director Bernard C. Bailey Mgmt For For For
2b Elect Director Thomas A. Bradley Mgmt For For For
2c Elect Director Fred R. Donner Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Argo Group International Holdings, Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2d Elect Director Anthony P. Latham Mgmt For For For
2e Elect Director Dymphna A. Lehane Mgmt For For For
2f Elect Director Samuel G. Liss Mgmt For For For
2g Elect Director Carol A. McFate Mgmt For For For
2h Elect Director Kathleen A. Nealon Mgmt For For For
2i Elect Director Al-Noor Ramji Mgmt For For For
2j Elect Director Kevin J. Rehnberg Mgmt For For For
2k Elect Director John H. Tonelli Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
5 Establish Range For Board Size Mgmt For For For
6 Amend Bye-Laws to Modify the Voting Mgmt For For For Push-Up Requirement
Shares Voted: 5,374
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2a Elect Director Bernard C. Bailey Mgmt For For For
2b Elect Director Thomas A. Bradley Mgmt For For For
2c Elect Director Fred R. Donner Mgmt For For For
2d Elect Director Anthony P. Latham Mgmt For For For
2e Elect Director Dymphna A. Lehane Mgmt For For For
2f Elect Director Samuel G. Liss Mgmt For For For
2g Elect Director Carol A. McFate Mgmt For For For
2h Elect Director Kathleen A. Nealon Mgmt For For For
2i Elect Director Al-Noor Ramji Mgmt For For For
2j Elect Director Kevin J. Rehnberg Mgmt For For For
2k Elect Director John H. Tonelli Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Argo Group International Holdings, Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
5 Establish Range For Board Size Mgmt For For For
6 Amend Bye-Laws to Modify the Voting Mgmt For For For Push-Up Requirement
Fairfax Financial Holdings Limited
Meeting Date: 04/16/2020 Country: Canada Primary Security ID: 303901102 Record Date: 03/06/2020 Meeting Type: Annual Ticker: FFH
Shares Voted: 50,336
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anthony F. Griffiths Mgmt For For For
1.2 Elect Director Robert J. Gunn Mgmt For For For
1.3 Elect Director Karen L. Jurjevich Mgmt For For For
1.4 Elect Director R. William McFarland Mgmt For For For
1.5 Elect Director Christine N. McLean Mgmt For For For
1.6 Elect Director Timothy R. Price Mgmt For For For
1.7 Elect Director Brandon W. Sweitzer Mgmt For For For
1.8 Elect Director Lauren C. Templeton Mgmt For For For
1.9 Elect Director Benjamin P. Watsa Mgmt For For For
1.10 Elect Director V. Prem Watsa Mgmt For Withhold Withhold
1.11 Elect Director William C. Weldon Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 60,109
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anthony F. Griffiths Mgmt For For For
1.2 Elect Director Robert J. Gunn Mgmt For For For
1.3 Elect Director Karen L. Jurjevich Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fairfax Financial Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director R. William McFarland Mgmt For For For
1.5 Elect Director Christine N. McLean Mgmt For For For
1.6 Elect Director Timothy R. Price Mgmt For For For
1.7 Elect Director Brandon W. Sweitzer Mgmt For For For
1.8 Elect Director Lauren C. Templeton Mgmt For For For
1.9 Elect Director Benjamin P. Watsa Mgmt For For For
1.10 Elect Director V. Prem Watsa Mgmt For Withhold Withhold
1.11 Elect Director William C. Weldon Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
IHS Markit Ltd.
Meeting Date: 04/16/2020 Country: Bermuda Primary Security ID: G47567105 Record Date: 02/20/2020 Meeting Type: Annual Ticker: INFO
Shares Voted: 5,260
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lance Uggla Mgmt For For For
1b Elect Director John Browne Mgmt For For For
1c Elect Director Ruann F. Ernst Mgmt For For For
1d Elect Director William E. Ford Mgmt For For For
1e Elect Director Jean-Paul L. Montupet Mgmt For For For
1f Elect Director Deborah K. Orida Mgmt For For For
1g Elect Director James A. Rosenthal Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 7,753
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
IHS Markit Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lance Uggla Mgmt For For For
1b Elect Director John Browne Mgmt For For For
1c Elect Director Ruann F. Ernst Mgmt For For For
1d Elect Director William E. Ford Mgmt For For For
1e Elect Director Jean-Paul L. Montupet Mgmt For For For
1f Elect Director Deborah K. Orida Mgmt For For For
1g Elect Director James A. Rosenthal Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Owens Corning
Meeting Date: 04/16/2020 Country: USA Primary Security ID: 690742101 Record Date: 02/18/2020 Meeting Type: Annual Ticker: OC
Shares Voted: 4,118,478
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Brian D. Chambers Mgmt For For For
1b Elect Director Eduardo E. Cordeiro Mgmt For For For
1c Elect Director Adrienne D. Elsner Mgmt For For For
1d Elect Director J. Brian Ferguson Mgmt For For For
1e Elect Director Ralph F. Hake Mgmt For For For
1f Elect Director Edward F. Lonergan Mgmt For For For
1g Elect Director Maryann T. Mannen Mgmt For For For
1h Elect Director W. Howard Morris Mgmt For For For
1i Elect Director Suzanne P. Nimocks Mgmt For For For
1j Elect Director John D. Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Owens Corning
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
Shares Voted: 2,440,275
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Brian D. Chambers Mgmt For For For
1b Elect Director Eduardo E. Cordeiro Mgmt For For For
1c Elect Director Adrienne D. Elsner Mgmt For For For
1d Elect Director J. Brian Ferguson Mgmt For For For
1e Elect Director Ralph F. Hake Mgmt For For For
1f Elect Director Edward F. Lonergan Mgmt For For For
1g Elect Director Maryann T. Mannen Mgmt For For For
1h Elect Director W. Howard Morris Mgmt For For For
1i Elect Director Suzanne P. Nimocks Mgmt For For For
1j Elect Director John D. Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
PPG Industries, Inc.
Meeting Date: 04/16/2020 Country: USA Primary Security ID: 693506107 Record Date: 02/21/2020 Meeting Type: Annual Ticker: PPG
Shares Voted: 5
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen F. Angel Mgmt For For For
1.2 Elect Director Hugh Grant Mgmt For For For
1.3 Elect Director Melanie L. Healey Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PPG Industries, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.1 Elect Director Kathleen A. Ligocki Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Declassify the Board of Directors Mgmt For For For
5 Reduce Supermajority Vote Requirement Mgmt For For For
6 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Jefferies Financial Group Inc.
Meeting Date: 04/17/2020 Country: USA Primary Security ID: 47233W109 Record Date: 02/20/2020 Meeting Type: Annual Ticker: JEF
Shares Voted: 541,694
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Linda L. Adamany Mgmt For For For
1b Elect Director Barry J. Alperin Mgmt For For For
1c Elect Director Robert D. Beyer Mgmt For For For
1d Elect Director Francisco L. Borges Mgmt For For For
1e Elect Director Brian P. Friedman Mgmt For For For
1f Elect Director MaryAnne Gilmartin Mgmt For For For
1g Elect Director Richard B. Handler Mgmt For For For
1h Elect Director Robert E. Joyal Mgmt For For For
1i Elect Director Jacob M. Katz Mgmt For For For
1j Elect Director Michael T. O'Kane Mgmt For For For
1k Elect Director Stuart H. Reese Mgmt For For For
1l Elect Director Joseph S. Steinberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jefferies Financial Group Inc.
Shares Voted: 74,785
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Linda L. Adamany Mgmt For For For
1b Elect Director Barry J. Alperin Mgmt For For For
1c Elect Director Robert D. Beyer Mgmt For For For
1d Elect Director Francisco L. Borges Mgmt For For For
1e Elect Director Brian P. Friedman Mgmt For For For
1f Elect Director MaryAnne Gilmartin Mgmt For For For
1g Elect Director Richard B. Handler Mgmt For For For
1h Elect Director Robert E. Joyal Mgmt For For For
1i Elect Director Jacob M. Katz Mgmt For For For
1j Elect Director Michael T. O'Kane Mgmt For For For
1k Elect Director Stuart H. Reese Mgmt For For For
1l Elect Director Joseph S. Steinberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Stanley Black & Decker, Inc.
Meeting Date: 04/17/2020 Country: USA Primary Security ID: 854502101 Record Date: 02/14/2020 Meeting Type: Annual Ticker: SWK
Shares Voted: 723
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Andrea J. Ayers Mgmt For For For
1.2 Elect Director George W. Buckley Mgmt For For For
1.3 Elect Director Patrick D. Campbell Mgmt For For For
1.4 Elect Director Carlos M. Cardoso Mgmt For For For
1.5 Elect Director Robert B. Coutts Mgmt For For For
1.6 Elect Director Debra A. Crew Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Stanley Black & Decker, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Michael D. Hankin Mgmt For For For
1.8 Elect Director James M. Loree Mgmt For For For
1.9 Elect Director Dmitri L. Stockton Mgmt For For For
1.10 Elect Director Irving Tan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Umpqua Holdings Corporation
Meeting Date: 04/20/2020 Country: USA Primary Security ID: 904214103 Record Date: 02/12/2020 Meeting Type: Annual Ticker: UMPQ
Shares Voted: 944,834
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peggy Y. Fowler Mgmt For For For
1.2 Elect Director Stephen M. Gambee Mgmt For For For
1.3 Elect Director James S. Greene Mgmt For For For
1.4 Elect Director Luis F. Machuca Mgmt For For For
1.5 Elect Director Maria M. Pope Mgmt For For For
1.6 Elect Director Cort L. O'Haver Mgmt For For For
1.7 Elect Director John F. Schultz Mgmt For For For
1.8 Elect Director Susan F. Stevens Mgmt For For For
1.9 Elect Director Hilliard C. Terry, III Mgmt For For For
1.10 Elect Director Bryan L. Timm Mgmt For For For
1.11 Elect Director Anddria Varnado Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Umpqua Holdings Corporation
Shares Voted: 155,950
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peggy Y. Fowler Mgmt For For For
1.2 Elect Director Stephen M. Gambee Mgmt For For For
1.3 Elect Director James S. Greene Mgmt For For For
1.4 Elect Director Luis F. Machuca Mgmt For For For
1.5 Elect Director Maria M. Pope Mgmt For For For
1.6 Elect Director Cort L. O'Haver Mgmt For For For
1.7 Elect Director John F. Schultz Mgmt For For For
1.8 Elect Director Susan F. Stevens Mgmt For For For
1.9 Elect Director Hilliard C. Terry, III Mgmt For For For
1.10 Elect Director Bryan L. Timm Mgmt For For For
1.11 Elect Director Anddria Varnado Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
American Electric Power Company, Inc.
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 025537101 Record Date: 02/24/2020 Meeting Type: Annual Ticker: AEP
Shares Voted: 247,538
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nicholas K. Akins Mgmt For For For
1.2 Elect Director David J. Anderson Mgmt For For For
1.3 Elect Director J. Barnie Beasley, Jr. Mgmt For For For
1.4 Elect Director Ralph D. Crosby, Jr. Mgmt For For For
1.5 Elect Director Art A. Garcia Mgmt For For For
1.6 Elect Director Linda A. Goodspeed Mgmt For For For
1.7 Elect Director Thomas E. Hoaglin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
American Electric Power Company, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Sandra Beach Lin Mgmt For For For
1.9 Elect Director Margaret M. McCarthy Mgmt For For For
1.10 Elect Director Richard C. Notebaert Mgmt For For For
1.11 Elect Director Stephen S. Rasmussen Mgmt For For For
1.12 Elect Director Oliver G. Richard, III Mgmt For For For
1.13 Elect Director Sara Martinez Tucker Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 793,737
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nicholas K. Akins Mgmt For For For
1.2 Elect Director David J. Anderson Mgmt For For For
1.3 Elect Director J. Barnie Beasley, Jr. Mgmt For For For
1.4 Elect Director Ralph D. Crosby, Jr. Mgmt For For For
1.5 Elect Director Art A. Garcia Mgmt For For For
1.6 Elect Director Linda A. Goodspeed Mgmt For For For
1.7 Elect Director Thomas E. Hoaglin Mgmt For For For
1.8 Elect Director Sandra Beach Lin Mgmt For For For
1.9 Elect Director Margaret M. McCarthy Mgmt For For For
1.10 Elect Director Richard C. Notebaert Mgmt For For For
1.11 Elect Director Stephen S. Rasmussen Mgmt For For For
1.12 Elect Director Oliver G. Richard, III Mgmt For For For
1.13 Elect Director Sara Martinez Tucker Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Canadian Pacific Railway Limited
Meeting Date: 04/21/2020 Country: Canada Primary Security ID: 13645T100 Record Date: 02/28/2020 Meeting Type: Annual Ticker: CP
Shares Voted: 936
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Ratify Deloitte LLP as Auditors Mgmt For For For
2 Advisory Vote on Executive Compensation Mgmt For For For Approach
3.1 Elect Director John Baird Mgmt For For For
3.2 Elect Director Isabelle Courville Mgmt For For For
3.3 Elect Director Keith E. Creel Mgmt For For For
3.4 Elect Director Gillian (Jill) H. Denham Mgmt For For For
3.5 Elect Director Edward R. Hamberger Mgmt For For For
3.6 Elect Director Rebecca MacDonald Mgmt For For For
3.7 Elect Director Edward L. Monser Mgmt For For For
3.8 Elect Director Matthew H. Paull Mgmt For For For
3.9 Elect Director Jane L. Peverett Mgmt For For For
3.10 Elect Director Andrea Robertson Mgmt For For For
3.11 Elect Director Gordon T. Trafton Mgmt For For For
Citigroup Inc.
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 172967424 Record Date: 02/24/2020 Meeting Type: Annual Ticker: C
Shares Voted: 9,362,687
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael L. Corbat Mgmt For For For
1b Elect Director Ellen M. Costello Mgmt For For For
1c Elect Director Grace E. Dailey Mgmt For For For
1d Elect Director Barbara J. Desoer Mgmt For For For
1e Elect Director John C. Dugan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Citigroup Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Duncan P. Hennes Mgmt For For For
1g Elect Director Peter B. Henry Mgmt For For For
1h Elect Director S. Leslie Ireland Mgmt For For For
1i Elect Director Lew W. (Jay) Jacobs, IV Mgmt For For For
1j Elect Director Renee J. James Mgmt For For For
1k Elect Director Gary M. Reiner Mgmt For For For
1l Elect Director Diana L. Taylor Mgmt For For For
1m Elect Director James S. Turley Mgmt For For For
1n Elect Director Deborah C. Wright Mgmt For For For
1o Elect Director Alexander R. Wynaendts Mgmt For For For
1p Elect Director Ernesto Zedillo Ponce de Leon Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Amend Proxy Access Right SH Against For For
6 Review on Governance Documents SH Against Against Against
7 Report on Lobbying Payments and Policy SH Against Against Against
Shares Voted: 1,755,399
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael L. Corbat Mgmt For For For
1b Elect Director Ellen M. Costello Mgmt For For For
1c Elect Director Grace E. Dailey Mgmt For For For
1d Elect Director Barbara J. Desoer Mgmt For For For
1e Elect Director John C. Dugan Mgmt For For For
1f Elect Director Duncan P. Hennes Mgmt For For For
1g Elect Director Peter B. Henry Mgmt For For For
1h Elect Director S. Leslie Ireland Mgmt For For For
1i Elect Director Lew W. (Jay) Jacobs, IV Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Citigroup Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Renee J. James Mgmt For For For
1k Elect Director Gary M. Reiner Mgmt For For For
1l Elect Director Diana L. Taylor Mgmt For For For
1m Elect Director James S. Turley Mgmt For For For
1n Elect Director Deborah C. Wright Mgmt For For For
1o Elect Director Alexander R. Wynaendts Mgmt For For For
1p Elect Director Ernesto Zedillo Ponce de Leon Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Amend Proxy Access Right SH Against For For
6 Review on Governance Documents SH Against Against Against
7 Report on Lobbying Payments and Policy SH Against Against Against
Civista Bancshares, Inc.
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 178867107 Record Date: 02/21/2020 Meeting Type: Annual Ticker: CIVB
Shares Voted: 9,754
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas A. Depler Mgmt For For For
1.2 Elect Director Julie A. Mattlin Mgmt For For For
1.3 Elect Director James O. Miller Mgmt For For For
1.4 Elect Director Dennis E. Murray, Jr. Mgmt For For For
1.5 Elect Director Allen R. Nickles Mgmt For For For
1.6 Elect Director Mary Patricia Oliver Mgmt For For For
1.7 Elect Director William F. Ritzmann Mgmt For For For
1.8 Elect Director Dennis G. Shaffer Mgmt For For For
1.9 Elect Director Harry Singer Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Civista Bancshares, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.10 Elect Director Daniel J. White Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify S. R. Snodgrass, P.C. as Auditors Mgmt For For For
Cousins Properties Incorporated
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 222795502 Record Date: 02/21/2020 Meeting Type: Annual Ticker: CUZ
Shares Voted: 309,062
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charles T. Cannada Mgmt For For For
1b Elect Director Robert M. Chapman Mgmt For For For
1c Elect Director M. Colin Connolly Mgmt For For For
1d Elect Director Scott W. Fordham Mgmt For For For
1e Elect Director Lillian C. Giornelli Mgmt For For For
1f Elect Director R. Kent Griffin, Jr. Mgmt For For For
1g Elect Director Donna W. Hyland Mgmt For For For
1h Elect Director R. Dary Stone Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 10,076
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charles T. Cannada Mgmt For For For
1b Elect Director Robert M. Chapman Mgmt For For For
1c Elect Director M. Colin Connolly Mgmt For For For
1d Elect Director Scott W. Fordham Mgmt For For For
1e Elect Director Lillian C. Giornelli Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cousins Properties Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director R. Kent Griffin, Jr. Mgmt For For For
1g Elect Director Donna W. Hyland Mgmt For For For
1h Elect Director R. Dary Stone Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Harsco Corporation
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 415864107 Record Date: 02/24/2020 Meeting Type: Annual Ticker: HSC
Shares Voted: 803,157
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James F. Earl Mgmt For For For
1.2 Elect Director Kathy G. Eddy Mgmt For For For
1.3 Elect Director David C. Everitt Mgmt For For For
1.4 Elect Director F. Nicholas Grasberger, III Mgmt For For For
1.5 Elect Director Carolann I. Haznedar Mgmt For For For
1.6 Elect Director Mario Longhi Mgmt For For For
1.7 Elect Director Edgar (Ed) M. Purvis, Jr. Mgmt For For For
1.8 Elect Director Phillip C. Widman Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 142,597
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James F. Earl Mgmt For For For
1.2 Elect Director Kathy G. Eddy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Harsco Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director David C. Everitt Mgmt For For For
1.4 Elect Director F. Nicholas Grasberger, III Mgmt For For For
1.5 Elect Director Carolann I. Haznedar Mgmt For For For
1.6 Elect Director Mario Longhi Mgmt For For For
1.7 Elect Director Edgar (Ed) M. Purvis, Jr. Mgmt For For For
1.8 Elect Director Phillip C. Widman Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Independent Bank Corporation
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 453838609 Record Date: 02/21/2020 Meeting Type: Annual Ticker: IBCP
Shares Voted: 31,427
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Terance L. Beia Mgmt For For For
1.2 Elect Director Stephen L. Gulis, Jr. Mgmt For For For
1.3 Elect Director William B. Kessel Mgmt For For For
2 Ratify Crowe LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Moody's Corporation
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 615369105 Record Date: 02/24/2020 Meeting Type: Annual Ticker: MCO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Moody's Corporation
Shares Voted: 51,146
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Basil L. Anderson Mgmt For For For
1b Elect Director Jorge A. Bermudez Mgmt For For For
1c Elect Director Therese Esperdy Mgmt For For For
1d Elect Director Vincent A. Forlenza Mgmt For For For
1e Elect Director Kathryn M. Hill Mgmt For For For
1f Elect Director Raymond W. McDaniel, Jr. Mgmt For For For
1g Elect Director Henry A. McKinnell, Jr. Mgmt For For For
1h Elect Director Leslie F. Seidman Mgmt For For For
1i Elect Director Bruce Van Saun Mgmt For For For
2a Eliminate Supermajority Vote Requirements Mgmt For For For to Amend Charter and Bylaws
2b Eliminate Supermajority Vote Requirement to Mgmt For For For Remove Directors
2c Eliminate Supermajority Vote Requirement for Mgmt For For For Filling Open Board Seats
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 201,857
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Basil L. Anderson Mgmt For For For
1b Elect Director Jorge A. Bermudez Mgmt For For For
1c Elect Director Therese Esperdy Mgmt For For For
1d Elect Director Vincent A. Forlenza Mgmt For For For
1e Elect Director Kathryn M. Hill Mgmt For For For
1f Elect Director Raymond W. McDaniel, Jr. Mgmt For For For
1g Elect Director Henry A. McKinnell, Jr. Mgmt For For For
1h Elect Director Leslie F. Seidman Mgmt For For For
1i Elect Director Bruce Van Saun Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Moody's Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2a Eliminate Supermajority Vote Requirements Mgmt For For For to Amend Charter and Bylaws
2b Eliminate Supermajority Vote Requirement to Mgmt For For For Remove Directors
2c Eliminate Supermajority Vote Requirement for Mgmt For For For Filling Open Board Seats
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
NCR Corporation
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 62886E108 Record Date: 02/28/2020 Meeting Type: Annual Ticker: NCR
Shares Voted: 837,182
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark W. Begor Mgmt For For For
1.2 Elect Director Gregory R. Blank Mgmt For For For
1.3 Elect Director Catherine (Katie) L. Burke Mgmt For For For
1.4 Elect Director Chinh E. Chu Mgmt For For For
1.5 Elect Director Deborah A. Farrington Mgmt For For For
1.6 Elect Director Michael D. Hayford Mgmt For For For
1.7 Elect Director Georgette D. Kiser Mgmt For For For
1.8 Elect Director Kirk T. Larsen Mgmt For For For
1.9 Elect Director Frank R. Martire Mgmt For For For
1.10 Elect Director Matthew A. Thompson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Omnibus Stock Plan Mgmt For Against Against
5 Eliminate Supermajority Vote Requirement Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NCR Corporation
Shares Voted: 170,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark W. Begor Mgmt For For For
1.2 Elect Director Gregory R. Blank Mgmt For For For
1.3 Elect Director Catherine (Katie) L. Burke Mgmt For For For
1.4 Elect Director Chinh E. Chu Mgmt For For For
1.5 Elect Director Deborah A. Farrington Mgmt For For For
1.6 Elect Director Michael D. Hayford Mgmt For For For
1.7 Elect Director Georgette D. Kiser Mgmt For For For
1.8 Elect Director Kirk T. Larsen Mgmt For For For
1.9 Elect Director Frank R. Martire Mgmt For For For
1.10 Elect Director Matthew A. Thompson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Omnibus Stock Plan Mgmt For Against Against
5 Eliminate Supermajority Vote Requirement Mgmt For For For
Newmont Corporation
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 651639106 Record Date: 02/24/2020 Meeting Type: Annual Ticker: NEM
Shares Voted: 361,353
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gregory H. Boyce Mgmt For For For
1.2 Elect Director Bruce R. Brook Mgmt For For For
1.3 Elect Director J. Kofi Bucknor Mgmt For For For
1.4 Elect Director Maura Clark Mgmt For For For
1.5 Elect Director Matthew Coon Come Mgmt For For For
1.6 Elect Director Noreen Doyle Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Newmont Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Veronica M. Hagen Mgmt For For For
1.8 Elect Director Rene Medori Mgmt For For For
1.9 Elect Director Jane Nelson Mgmt For For For
1.10 Elect Director Thomas Palmer Mgmt For For For
1.11 Elect Director Julio M. Quintana Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 94,654
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gregory H. Boyce Mgmt For For For
1.2 Elect Director Bruce R. Brook Mgmt For For For
1.3 Elect Director J. Kofi Bucknor Mgmt For For For
1.4 Elect Director Maura Clark Mgmt For For For
1.5 Elect Director Matthew Coon Come Mgmt For For For
1.6 Elect Director Noreen Doyle Mgmt For For For
1.7 Elect Director Veronica M. Hagen Mgmt For For For
1.8 Elect Director Rene Medori Mgmt For For For
1.9 Elect Director Jane Nelson Mgmt For For For
1.10 Elect Director Thomas Palmer Mgmt For For For
1.11 Elect Director Julio M. Quintana Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
PACCAR Inc
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 693718108 Record Date: 02/25/2020 Meeting Type: Annual Ticker: PCAR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PACCAR Inc
Shares Voted: 597,251
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark C. Pigott Mgmt For For For
1.2 Elect Director Dame Alison J. Carnwath Mgmt For Against Against
1.3 Elect Director Franklin L. Feder Mgmt For Against Against
1.4 Elect Director R. Preston Feight Mgmt For For For
1.5 Elect Director Beth E. Ford Mgmt For For For
1.6 Elect Director Kirk S. Hachigian Mgmt For For For
1.7 Elect Director Roderick C. McGeary Mgmt For Against Against
1.8 Elect Director John M. Pigott Mgmt For For For
1.9 Elect Director Mark A. Schulz Mgmt For For For
1.10 Elect Director Gregory M. E. Spierkel Mgmt For Against Against
1.11 Elect Director Charles R. Williamson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Certificate of Incorporation to Confirm Mgmt For For For Shareholders Right to Call Special Meetings
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 886,708
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark C. Pigott Mgmt For Refer For
1.2 Elect Director Dame Alison J. Carnwath Mgmt For Refer Against
1.3 Elect Director Franklin L. Feder Mgmt For Refer Against
1.4 Elect Director R. Preston Feight Mgmt For Refer For
1.5 Elect Director Beth E. Ford Mgmt For Refer For
1.6 Elect Director Kirk S. Hachigian Mgmt For Refer For
1.7 Elect Director Roderick C. McGeary Mgmt For Refer Against
1.8 Elect Director John M. Pigott Mgmt For Refer For
1.9 Elect Director Mark A. Schulz Mgmt For Refer For
1.10 Elect Director Gregory M. E. Spierkel Mgmt For Refer Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PACCAR Inc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director Charles R. Williamson Mgmt For Refer For
2 Advisory Vote to Ratify Named Executive Mgmt For Refer For Officers' Compensation
3 Amend Certificate of Incorporation to Confirm Mgmt For Refer For Shareholders Right to Call Special Meetings
4 Provide Right to Act by Written Consent SH Against Refer For
Triton International Limited
Meeting Date: 04/21/2020 Country: Bermuda Primary Security ID: G9078F107 Record Date: 02/26/2020 Meeting Type: Annual Ticker: TRTN
Shares Voted: 28
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Brian M. Sondey Mgmt For For For
1b Elect Director Robert W. Alspaugh Mgmt For For For
1c Elect Director Malcolm P. Baker Mgmt For For For
1d Elect Director David A. Coulter Mgmt For Against Against
1e Elect Director Claude Germain Mgmt For Against Against
1f Elect Director Kenneth Hanau Mgmt For For For
1g Elect Director John S. Hextall Mgmt For For For
1h Elect Director Robert L. Rosner Mgmt For Against Against
1i Elect Director Simon R. Vernon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Whirlpool Corporation
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 963320106 Record Date: 02/24/2020 Meeting Type: Annual Ticker: WHR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Whirlpool Corporation
Shares Voted: 1,162,872
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel R. Allen Mgmt For For For
1b Elect Director Marc R. Bitzer Mgmt For For For
1c Elect Director Greg Creed Mgmt For For For
1d Elect Director Gary T. DiCamillo Mgmt For For For
1e Elect Director Diane M. Dietz Mgmt For For For
1f Elect Director Gerri T. Elliott Mgmt For For For
1g Elect Director Jennifer A. LaClair Mgmt For For For
1h Elect Director John D. Liu Mgmt For For For
1i Elect Director James M. Loree Mgmt For For For
1j Elect Director Harish Manwani Mgmt For For For
1k Elect Director Patricia K. Poppe Mgmt For For For
1l Elect Director Larry O. Spencer Mgmt For For For
1m Elect Director Michael D. White Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 814,595
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel R. Allen Mgmt For For For
1b Elect Director Marc R. Bitzer Mgmt For For For
1c Elect Director Greg Creed Mgmt For For For
1d Elect Director Gary T. DiCamillo Mgmt For For For
1e Elect Director Diane M. Dietz Mgmt For For For
1f Elect Director Gerri T. Elliott Mgmt For For For
1g Elect Director Jennifer A. LaClair Mgmt For For For
1h Elect Director John D. Liu Mgmt For For For
1i Elect Director James M. Loree Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Whirlpool Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Harish Manwani Mgmt For For For
1k Elect Director Patricia K. Poppe Mgmt For For For
1l Elect Director Larry O. Spencer Mgmt For For For
1m Elect Director Michael D. White Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Aegion Corporation
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 00770F104 Record Date: 02/25/2020 Meeting Type: Annual Ticker: AEGN
Shares Voted: 1,530,538
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen P. Cortinovis Mgmt For For For
1b Elect Director Stephanie A. Cuskley Mgmt For For For
1c Elect Director Walter J. Galvin Mgmt For For For
1d Elect Director Rhonda Germany Ballintyn Mgmt For For For
1e Elect Director Charles R. Gordon Mgmt For For For
1f Elect Director M. Richard Smith Mgmt For For For
1g Elect Director Phillip D. Wright Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 230,445
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen P. Cortinovis Mgmt For For For
1b Elect Director Stephanie A. Cuskley Mgmt For For For
1c Elect Director Walter J. Galvin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aegion Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Rhonda Germany Ballintyn Mgmt For For For
1e Elect Director Charles R. Gordon Mgmt For For For
1f Elect Director M. Richard Smith Mgmt For For For
1g Elect Director Phillip D. Wright Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
AerCap Holdings NV
Meeting Date: 04/22/2020 Country: Netherlands Primary Security ID: N00985106 Record Date: 03/25/2020 Meeting Type: Annual Ticker: AER
Shares Voted: 9,769
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Receive Report of Management Board Mgmt (Non-Voting)
3 Adopt Financial Statements Mgmt For For For
4 Receive Explanation on Company's Reserves Mgmt and Dividend Policy
5 Approve Discharge of Management Board Mgmt For For For
6.a Reelect Paul T. Dacier as Non-Executive Mgmt For For For Director
6.b Reelect Richard M. Gradon as Non-Executive Mgmt For For For Director
6.c Reelect Robert G. Warden as Non-Executive Mgmt For For For Director
7 Appoint Peter L. Juhas to Represent the Mgmt For For For Management in Case All Directors are Absent or Prevented from Acting
8 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
9.a Grant Board Authority to Issue Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AerCap Holdings NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9.b Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances Under Item 9.a
9.c Grant Board Authority to Issue Additional Mgmt For Against Against Shares
9.d Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances Under Item 9.c
10.a Authorize Repurchase of Shares Mgmt For For For
10.b Conditional Authorization to Repurchase Mgmt For For For Additional Shares
11 Approve Reduction in Share Capital through Mgmt For For For Cancellation of Shares
12 Allow Questions Mgmt
13 Close Meeting Mgmt
Shares Voted: 11,204
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Receive Report of Management Board Mgmt (Non-Voting)
3 Adopt Financial Statements Mgmt For For For
4 Receive Explanation on Company's Reserves Mgmt and Dividend Policy
5 Approve Discharge of Management Board Mgmt For For For
6.a Reelect Paul T. Dacier as Non-Executive Mgmt For For For Director
6.b Reelect Richard M. Gradon as Non-Executive Mgmt For For For Director
6.c Reelect Robert G. Warden as Non-Executive Mgmt For For For Director
7 Appoint Peter L. Juhas to Represent the Mgmt For For For Management in Case All Directors are Absent or Prevented from Acting
8 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
9.a Grant Board Authority to Issue Shares Mgmt For For For
9.b Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances Under Item 9.a Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AerCap Holdings NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9.c Grant Board Authority to Issue Additional Mgmt For Against Against Shares
9.d Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances Under Item 9.c
10.a Authorize Repurchase of Shares Mgmt For For For
10.b Conditional Authorization to Repurchase Mgmt For For For Additional Shares
11 Approve Reduction in Share Capital through Mgmt For For For Cancellation of Shares
12 Allow Questions Mgmt
13 Close Meeting Mgmt
Bank of America Corporation
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 060505104 Record Date: 03/02/2020 Meeting Type: Annual Ticker: BAC
Shares Voted: 32,188,523
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sharon L. Allen Mgmt For For For
1b Elect Director Susan S. Bies Mgmt For For For
1c Elect Director Jack O. Bovender, Jr. Mgmt For For For
1d Elect Director Frank P. Bramble, Sr. Mgmt For For For
1e Elect Director Pierre J.P. de Weck Mgmt For For For
1f Elect Director Arnold W. Donald Mgmt For For For
1g Elect Director Linda P. Hudson Mgmt For For For
1h Elect Director Monica C. Lozano Mgmt For For For
1i Elect Director Thomas J. May Mgmt For For For
1j Elect Director Brian T. Moynihan Mgmt For For For
1k Elect Director Lionel L. Nowell, III Mgmt For For For
1l Elect Director Denise L. Ramos Mgmt For For For
1m Elect Director Clayton S. Rose Mgmt For For For
1n Elect Director Michael D. White Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bank of America Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1o Elect Director Thomas D. Woods Mgmt For For For
1p Elect Director R. David Yost Mgmt For For For
1q Elect Director Maria T. Zuber Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Proxy Access Right SH Against For For
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Gender Pay Gap SH Against Against Against
7 Review of Statement of the Purpose of a SH Against Against Against Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices
Shares Voted: 5,378,355
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sharon L. Allen Mgmt For For For
1b Elect Director Susan S. Bies Mgmt For For For
1c Elect Director Jack O. Bovender, Jr. Mgmt For For For
1d Elect Director Frank P. Bramble, Sr. Mgmt For For For
1e Elect Director Pierre J.P. de Weck Mgmt For For For
1f Elect Director Arnold W. Donald Mgmt For For For
1g Elect Director Linda P. Hudson Mgmt For For For
1h Elect Director Monica C. Lozano Mgmt For For For
1i Elect Director Thomas J. May Mgmt For For For
1j Elect Director Brian T. Moynihan Mgmt For For For
1k Elect Director Lionel L. Nowell, III Mgmt For For For
1l Elect Director Denise L. Ramos Mgmt For For For
1m Elect Director Clayton S. Rose Mgmt For For For
1n Elect Director Michael D. White Mgmt For For For
1o Elect Director Thomas D. Woods Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bank of America Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1p Elect Director R. David Yost Mgmt For For For
1q Elect Director Maria T. Zuber Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Proxy Access Right SH Against For For
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Gender Pay Gap SH Against Against Against
7 Review of Statement of the Purpose of a SH Against Against Against Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices
Cigna Corporation
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 125523100 Record Date: 02/24/2020 Meeting Type: Annual Ticker: CI
Shares Voted: 3,012,118
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David M. Cordani Mgmt For For For
1.2 Elect Director William J. DeLaney Mgmt For For For
1.3 Elect Director Eric J. Foss Mgmt For For For
1.4 Elect Director Elder Granger Mgmt For For For
1.5 Elect Director Isaiah Harris, Jr. Mgmt For For For
1.6 Elect Director Roman Martinez, IV Mgmt For For For
1.7 Elect Director Kathleen M. Mazzarella Mgmt For For For
1.8 Elect Director Mark B. McClellan Mgmt For For For
1.9 Elect Director John M. Partridge Mgmt For For For
1.10 Elect Director William L. Roper Mgmt For For For
1.11 Elect Director Eric C. Wiseman Mgmt For For For
1.12 Elect Director Donna F. Zarcone Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cigna Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
5 Report on Gender Pay Gap SH Against Against Against
Shares Voted: 573,431
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David M. Cordani Mgmt For For For
1.2 Elect Director William J. DeLaney Mgmt For For For
1.3 Elect Director Eric J. Foss Mgmt For For For
1.4 Elect Director Elder Granger Mgmt For For For
1.5 Elect Director Isaiah Harris, Jr. Mgmt For For For
1.6 Elect Director Roman Martinez, IV Mgmt For For For
1.7 Elect Director Kathleen M. Mazzarella Mgmt For For For
1.8 Elect Director Mark B. McClellan Mgmt For For For
1.9 Elect Director John M. Partridge Mgmt For For For
1.10 Elect Director William L. Roper Mgmt For For For
1.11 Elect Director Eric C. Wiseman Mgmt For For For
1.12 Elect Director Donna F. Zarcone Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
5 Report on Gender Pay Gap SH Against Against Against
Eaton Corporation plc
Meeting Date: 04/22/2020 Country: Ireland Primary Security ID: G29183103 Record Date: 02/24/2020 Meeting Type: Annual Ticker: ETN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eaton Corporation plc
Shares Voted: 3,033,041
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Craig Arnold Mgmt For For For
1b Elect Director Christopher M. Connor Mgmt For For For
1c Elect Director Michael J. Critelli Mgmt For For For
1d Elect Director Richard H. Fearon Mgmt For For For
1e Elect Director Olivier Leonetti Mgmt For For For
1f Elect Director Deborah L. McCoy Mgmt For For For
1g Elect Director Silvio Napoli Mgmt For For For
1h Elect Director Gregory R. Page Mgmt For For For
1i Elect Director Sandra Pianalto Mgmt For For For
1j Elect Director Lori J. Ryerkerk Mgmt For For For
1k Elect Director Gerald B. Smith Mgmt For For For
1l Elect Director Dorothy C. Thompson Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Authorize Issue of Equity with Pre-emptive Mgmt For For For Rights
6 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights
7 Authorize Share Repurchase of Issued Share Mgmt For For For Capital
Shares Voted: 1,745,014
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Craig Arnold Mgmt For For For
1b Elect Director Christopher M. Connor Mgmt For For For
1c Elect Director Michael J. Critelli Mgmt For For For
1d Elect Director Richard H. Fearon Mgmt For For For
1e Elect Director Olivier Leonetti Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eaton Corporation plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Deborah L. McCoy Mgmt For For For
1g Elect Director Silvio Napoli Mgmt For For For
1h Elect Director Gregory R. Page Mgmt For For For
1i Elect Director Sandra Pianalto Mgmt For For For
1j Elect Director Lori J. Ryerkerk Mgmt For For For
1k Elect Director Gerald B. Smith Mgmt For For For
1l Elect Director Dorothy C. Thompson Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Authorize Issue of Equity with Pre-emptive Mgmt For For For Rights
6 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights
7 Authorize Share Repurchase of Issued Share Mgmt For For For Capital
Eiffage SA
Meeting Date: 04/22/2020 Country: France Primary Security ID: F2924U106 Record Date: 04/20/2020 Meeting Type: Annual/Special Ticker: FGR
Shares Voted: 297,389
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Reelect Jean-Francois Roverato as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eiffage SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Reelect Jean Guenard as Director Mgmt For For For
7 Approve Remuneration Policy of Board Mgmt For For For Members
8 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
9 Approve Compensation Report Mgmt For For For
10 Approve Compensation of Benoit de Ruffray, Mgmt For Against Against Chairman and CEO
11 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
12 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
13 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 80 Million for Bonus Issue or Increase in Par Value
14 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 156.8 Million
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 39.2 Million
16 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 39.2 Million
17 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 14-16
18 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
19 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 15, 16 and 18 at EUR 39.2 Million
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize up to 1 Million Shares for Use in Mgmt For Against Against Stock Option Plans
22 Amend Article 17 of Bylaws Re: Employee Mgmt For For For Representatives Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eiffage SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
23 Amend Article 23 of Bylaws Re: Written Mgmt For For For Consultation
24 Amend Articles 20, 24, 26 and 30 of Bylaws Mgmt For For For Re: Board and Censor Remuneration, Chairman of the Board Power and Proxy Forms
25 Textual References Regarding Change of Mgmt For Against Against Codification
Ordinary Business Mgmt
26 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 268,361
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Reelect Jean-Francois Roverato as Director Mgmt For For For
6 Reelect Jean Guenard as Director Mgmt For For For
7 Approve Remuneration Policy of Board Mgmt For For For Members
8 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
9 Approve Compensation Report Mgmt For For For
10 Approve Compensation of Benoit de Ruffray, Mgmt For Against Against Chairman and CEO
11 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
12 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eiffage SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 80 Million for Bonus Issue or Increase in Par Value
14 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 156.8 Million
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 39.2 Million
16 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 39.2 Million
17 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 14-16
18 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
19 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 15, 16 and 18 at EUR 39.2 Million
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize up to 1 Million Shares for Use in Mgmt For Against Against Stock Option Plans
22 Amend Article 17 of Bylaws Re: Employee Mgmt For For For Representatives
23 Amend Article 23 of Bylaws Re: Written Mgmt For For For Consultation
24 Amend Articles 20, 24, 26 and 30 of Bylaws Mgmt For For For Re: Board and Censor Remuneration, Chairman of the Board Power and Proxy Forms
25 Textual References Regarding Change of Mgmt For Against Against Codification
Ordinary Business Mgmt
26 Authorize Filing of Required Documents/Other Mgmt For For For Formalities Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
First Hawaiian, Inc.
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 32051X108 Record Date: 02/28/2020 Meeting Type: Annual Ticker: FHB
Shares Voted: 1,665,254
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew J. Cox Mgmt For For For
1b Elect Director W. Allen Doane Mgmt For For For
1c Elect Director Faye Watanabe Kurren Mgmt For For For
1d Elect Director Robert S. Harrison Mgmt For For For
1e Elect Director Allen B. Uyeda Mgmt For For For
1f Elect Director Jenai S. Wall Mgmt For For For
1g Elect Director C. Scott Wo Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Shares Voted: 327,933
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew J. Cox Mgmt For For For
1b Elect Director W. Allen Doane Mgmt For For For
1c Elect Director Faye Watanabe Kurren Mgmt For For For
1d Elect Director Robert S. Harrison Mgmt For For For
1e Elect Director Allen B. Uyeda Mgmt For For For
1f Elect Director Jenai S. Wall Mgmt For For For
1g Elect Director C. Scott Wo Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Huntington Bancshares Incorporated
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 446150104 Record Date: 02/18/2020 Meeting Type: Annual Ticker: HBAN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Huntington Bancshares Incorporated
Shares Voted: 7,551,259
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lizabeth Ardisana Mgmt For For For
1.2 Elect Director Alanna Y. Cotton Mgmt For For For
1.3 Elect Director Ann B. "Tanny" Crane Mgmt For For For
1.4 Elect Director Robert S. Cubbin Mgmt For For For
1.5 Elect Director Steven G. Elliott Mgmt For For For
1.6 Elect Director Gina D. France Mgmt For For For
1.7 Elect Director J. Michael Hochschwender Mgmt For For For
1.8 Elect Director John C. "Chris" Inglis Mgmt For For For
1.9 Elect Director Katherine M. A. "Allie" Kline Mgmt For For For
1.10 Elect Director Richard W. Neu Mgmt For For For
1.11 Elect Director Kenneth J. Phelan Mgmt For For For
1.12 Elect Director David L. Porteous Mgmt For For For
1.13 Elect Director Stephen D. Steinour Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 16,075,564
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lizabeth Ardisana Mgmt For For For
1.2 Elect Director Alanna Y. Cotton Mgmt For For For
1.3 Elect Director Ann B. "Tanny" Crane Mgmt For For For
1.4 Elect Director Robert S. Cubbin Mgmt For For For
1.5 Elect Director Steven G. Elliott Mgmt For For For
1.6 Elect Director Gina D. France Mgmt For For For
1.7 Elect Director J. Michael Hochschwender Mgmt For For For
1.8 Elect Director John C. "Chris" Inglis Mgmt For For For
1.9 Elect Director Katherine M. A. "Allie" Kline Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Huntington Bancshares Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.10 Elect Director Richard W. Neu Mgmt For For For
1.11 Elect Director Kenneth J. Phelan Mgmt For For For
1.12 Elect Director David L. Porteous Mgmt For For For
1.13 Elect Director Stephen D. Steinour Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Industrias Bachoco SAB de CV
Meeting Date: 04/22/2020 Country: Mexico Primary Security ID: P5508Z127 Record Date: 04/14/2020 Meeting Type: Annual Ticker: BACHOCOB
Shares Voted: 74,583
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve CEO's Report Including Auditor's Mgmt For For For Opinion and Board's Opinion on CEO's Report
2 Approve Board's Report on Principal Policies Mgmt For For For and Accounting Criteria Followed in Preparation of Financial Information
3 Approve Financial Statements and Statutory Mgmt For For For Reports
4 Approve Report of Audit and Corporate Mgmt For For For Practices Committee
5 Present Report on Adherence to Fiscal Mgmt For For For Obligations
6 Approve Allocation of Income and Cash Mgmt For For For Dividends
7 Set Maximum Amount of Share Repurchase Mgmt For For For Reserve
8 Elect or Ratify Directors and Secretary; Verify Mgmt For Against Against Independence Classification of Board Members
9 Elect or Ratify Chairman and Members of Mgmt For Against Against Audit and Corporate Practices Committee
10 Approve Remuneration of Directors, Board Mgmt For For For Secretary, and Audit and Corporate Practices Committee Chairman and Members Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Industrias Bachoco SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
12 Approve Minutes of Meeting Mgmt For For For
Shares Voted: 28,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve CEO's Report Including Auditor's Mgmt For For For Opinion and Board's Opinion on CEO's Report
2 Approve Board's Report on Principal Policies Mgmt For For For and Accounting Criteria Followed in Preparation of Financial Information
3 Approve Financial Statements and Statutory Mgmt For For For Reports
4 Approve Report of Audit and Corporate Mgmt For For For Practices Committee
5 Present Report on Adherence to Fiscal Mgmt For For For Obligations
6 Approve Allocation of Income and Cash Mgmt For For For Dividends
7 Set Maximum Amount of Share Repurchase Mgmt For For For Reserve
8 Elect or Ratify Directors and Secretary; Verify Mgmt For Against Against Independence Classification of Board Members
9 Elect or Ratify Chairman and Members of Mgmt For Against Against Audit and Corporate Practices Committee
10 Approve Remuneration of Directors, Board Mgmt For For For Secretary, and Audit and Corporate Practices Committee Chairman and Members
11 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
12 Approve Minutes of Meeting Mgmt For For For
Lomon Billions Group Co., Ltd.
Meeting Date: 04/22/2020 Country: China Primary Security ID: Y3122W109 Record Date: 04/15/2020 Meeting Type: Special Ticker: 002601 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lomon Billions Group Co., Ltd.
Shares Voted: 279,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
ELECT NON-INDEPENDENT DIRECTORS VIA Mgmt CUMULATIVE VOTING
1.1 Elect Xu Gang as Non-Independent Director SH For For For
1.2 Elect Tan Ruiqing as Non-Independent SH For For For Director
1.3 Elect Chang Yili as Non-Independent Director SH For For For
1.4 Elect Yang Minyue as Non-Independent SH For For For Director
1.5 Elect He Benliu as Non-Independent Director SH For For For
1.6 Elect Shen Qingfei as Non-Independent SH For For For Director
1.7 Elect Zhang Qibin as Non-Independent SH For For For Director
1.8 Elect Zhou Xiaokui as Non-Independent SH For For For Director
ELECT INDEPENDENT DIRECTORS VIA Mgmt CUMULATIVE VOTING
2.1 Elect Qiu Guanzhou as Independent Director Mgmt For For For
2.2 Elect Yu Xiaohong as Independent Director Mgmt For For For
2.3 Elect Lin Suyue as Independent Director Mgmt For For For
2.4 Elect Li Li as Independent Director Mgmt For For For
ELECT SUPERVISORS VIA CUMULATIVE Mgmt VOTING
3.1 Elect Feng Jun as Supervisor Mgmt For For For
3.2 Elect Du Weili as Supervisor Mgmt For For For
Shares Voted: 106,580
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
ELECT NON-INDEPENDENT DIRECTORS VIA Mgmt CUMULATIVE VOTING
1.1 Elect Xu Gang as Non-Independent Director SH For For For
1.2 Elect Tan Ruiqing as Non-Independent SH For For For Director
1.3 Elect Chang Yili as Non-Independent Director SH For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lomon Billions Group Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Yang Minyue as Non-Independent SH For For For Director
1.5 Elect He Benliu as Non-Independent Director SH For For For
1.6 Elect Shen Qingfei as Non-Independent SH For For For Director
1.7 Elect Zhang Qibin as Non-Independent SH For For For Director
1.8 Elect Zhou Xiaokui as Non-Independent SH For For For Director
ELECT INDEPENDENT DIRECTORS VIA Mgmt CUMULATIVE VOTING
2.1 Elect Qiu Guanzhou as Independent Director Mgmt For For For
2.2 Elect Yu Xiaohong as Independent Director Mgmt For For For
2.3 Elect Lin Suyue as Independent Director Mgmt For For For
2.4 Elect Li Li as Independent Director Mgmt For For For
ELECT SUPERVISORS VIA CUMULATIVE Mgmt VOTING
3.1 Elect Feng Jun as Supervisor Mgmt For For For
3.2 Elect Du Weili as Supervisor Mgmt For For For
Origin Bancorp, Inc.
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 68621T102 Record Date: 03/04/2020 Meeting Type: Annual Ticker: OBNK
Shares Voted: 16,067
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James D'Agostino, Jr. Mgmt For Against Against
1.2 Elect Director Michael Jones Mgmt For Against Against
1.3 Elect Director Farrell Malone Mgmt For Against Against
1.4 Elect Director F. Ronnie Myrick Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify BKD, LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Origin Bancorp, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Declassify the Board of Directors Mgmt For For For
6 Provide Directors May Be Removed With or Mgmt For For For Without Cause
7 Adopt Majority Voting Standard Mgmt For For For
8 Reduce Supermajority Vote Requirement to Mgmt For For For Amend Bylaws
9 Amend Charter Mgmt For For For
Shares Voted: 6,877
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James D'Agostino, Jr. Mgmt For Against Against
1.2 Elect Director Michael Jones Mgmt For Against Against
1.3 Elect Director Farrell Malone Mgmt For Against Against
1.4 Elect Director F. Ronnie Myrick Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify BKD, LLP as Auditors Mgmt For For For
5 Declassify the Board of Directors Mgmt For For For
6 Provide Directors May Be Removed With or Mgmt For For For Without Cause
7 Adopt Majority Voting Standard Mgmt For For For
8 Reduce Supermajority Vote Requirement to Mgmt For For For Amend Bylaws
9 Amend Charter Mgmt For For For
Portland General Electric Company
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 736508847 Record Date: 02/28/2020 Meeting Type: Annual Ticker: POR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Portland General Electric Company
Shares Voted: 973
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John W. Ballantine Mgmt For For For
1b Elect Director Rodney L. Brown, Jr. Mgmt For For For
1c Elect Director Jack E. Davis Mgmt For For For
1d Elect Director Kirby A. Dyess Mgmt For For For
1e Elect Director Mark B. Ganz Mgmt For For For
1f Elect Director Marie Oh Huber Mgmt For For For
1g Elect Director Kathryn J. Jackson Mgmt For For For
1h Elect Director Michael H. Millegan Mgmt For For For
1i Elect Director Neil J. Nelson Mgmt For For For
1j Elect Director M. Lee Pelton Mgmt For For For
1k Elect Director Maria M. Pope Mgmt For For For
1l Elect Director Charles W. Shivery Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,880
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John W. Ballantine Mgmt For For For
1b Elect Director Rodney L. Brown, Jr. Mgmt For For For
1c Elect Director Jack E. Davis Mgmt For For For
1d Elect Director Kirby A. Dyess Mgmt For For For
1e Elect Director Mark B. Ganz Mgmt For For For
1f Elect Director Marie Oh Huber Mgmt For For For
1g Elect Director Kathryn J. Jackson Mgmt For For For
1h Elect Director Michael H. Millegan Mgmt For For For
1i Elect Director Neil J. Nelson Mgmt For For For
1j Elect Director M. Lee Pelton Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Portland General Electric Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1k Elect Director Maria M. Pope Mgmt For For For
1l Elect Director Charles W. Shivery Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Regions Financial Corporation
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 7591EP100 Record Date: 02/24/2020 Meeting Type: Annual Ticker: RF
Shares Voted: 3,221,125
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Carolyn H. Byrd Mgmt For For For
1b Elect Director Don DeFosset Mgmt For For For
1c Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1d Elect Director Zhanna Golodryga Mgmt For For For
1e Elect Director John D. Johns Mgmt For For For
1f Elect Director Ruth Ann Marshall Mgmt For For For
1g Elect Director Charles D. McCrary Mgmt For For For
1h Elect Director James T. Prokopanko Mgmt For For For
1i Elect Director Lee J. Styslinger, III Mgmt For For For
1j Elect Director Jose S. Suquet Mgmt For For For
1k Elect Director John M. Turner, Jr. Mgmt For For For
1l Elect Director Timothy Vines Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 9,460,842
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Regions Financial Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Carolyn H. Byrd Mgmt For For For
1b Elect Director Don DeFosset Mgmt For For For
1c Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1d Elect Director Zhanna Golodryga Mgmt For For For
1e Elect Director John D. Johns Mgmt For For For
1f Elect Director Ruth Ann Marshall Mgmt For For For
1g Elect Director Charles D. McCrary Mgmt For For For
1h Elect Director James T. Prokopanko Mgmt For For For
1i Elect Director Lee J. Styslinger, III Mgmt For For For
1j Elect Director Jose S. Suquet Mgmt For For For
1k Elect Director John M. Turner, Jr. Mgmt For For For
1l Elect Director Timothy Vines Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Spirit AeroSystems Holdings, Inc.
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 848574109 Record Date: 02/24/2020 Meeting Type: Annual Ticker: SPR
Shares Voted: 1,079,210
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen A. Cambone Mgmt For For For
1b Elect Director Charles L. Chadwell Mgmt For For For
1c Elect Director Irene M. Esteves Mgmt For For For
1d Elect Director Paul E. Fulchino Mgmt For For For
1e Elect Director Thomas C. Gentile, III Mgmt For For For
1f Elect Director Richard A. Gephardt Mgmt For For For
1g Elect Director Robert D. Johnson Mgmt For For For
1h Elect Director Ronald T. Kadish Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spirit AeroSystems Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director John L. Plueger Mgmt For For For
1j Elect Director Laura H. Wright Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Shares Voted: 1,635,125
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen A. Cambone Mgmt For For For
1b Elect Director Charles L. Chadwell Mgmt For For For
1c Elect Director Irene M. Esteves Mgmt For For For
1d Elect Director Paul E. Fulchino Mgmt For For For
1e Elect Director Thomas C. Gentile, III Mgmt For For For
1f Elect Director Richard A. Gephardt Mgmt For For For
1g Elect Director Robert D. Johnson Mgmt For For For
1h Elect Director Ronald T. Kadish Mgmt For For For
1i Elect Director John L. Plueger Mgmt For For For
1j Elect Director Laura H. Wright Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Synovus Financial Corp.
Meeting Date: 04/22/2020 Country: USA Primary Security ID: 87161C501 Record Date: 02/20/2020 Meeting Type: Annual Ticker: SNV Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Synovus Financial Corp.
Shares Voted: 863,708
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Tim E. Bentsen Mgmt For For For
1B Elect Director F. Dixon Brooke, Jr. Mgmt For For For
1C Elect Director Stephen T. Butler Mgmt For For For
1D Elect Director Elizabeth W. Camp Mgmt For For For
1E Elect Director Diana M. Murphy Mgmt For For For
1F Elect Director Harris Pastides Mgmt For For For
1G Elect Director Joseph J. Prochaska, Jr. Mgmt For For For
1H Elect Director John L. Stallworth Mgmt For For For
1I Elect Director Kessel D. Stelling Mgmt For For For
1J Elect Director Barry L. Storey Mgmt For For For
1K Elect Director Teresa White Mgmt For For For
2 Amend Articles of Incorporation to Eliminate Mgmt For For For 10-1 Voting Provisions
3 Eliminate Supermajority Vote Requirement Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
6 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 66,353
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Tim E. Bentsen Mgmt For For For
1B Elect Director F. Dixon Brooke, Jr. Mgmt For For For
1C Elect Director Stephen T. Butler Mgmt For For For
1D Elect Director Elizabeth W. Camp Mgmt For For For
1E Elect Director Diana M. Murphy Mgmt For For For
1F Elect Director Harris Pastides Mgmt For For For
1G Elect Director Joseph J. Prochaska, Jr. Mgmt For For For
1H Elect Director John L. Stallworth Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Synovus Financial Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1I Elect Director Kessel D. Stelling Mgmt For For For
1J Elect Director Barry L. Storey Mgmt For For For
1K Elect Director Teresa White Mgmt For For For
2 Amend Articles of Incorporation to Eliminate Mgmt For For For 10-1 Voting Provisions
3 Eliminate Supermajority Vote Requirement Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
6 Ratify KPMG LLP as Auditors Mgmt For For For
Veolia Environnement SA
Meeting Date: 04/22/2020 Country: France Primary Security ID: F9686M107 Record Date: 04/20/2020 Meeting Type: Annual/Special Ticker: VIE
Shares Voted: 2,917
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Non-Deductible Expenses Mgmt For For For
4 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.50 per Share
5 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
6 Reelect Jacques Aschenbroich as Director Mgmt For For For
7 Reelect Isabelle Courville as Director Mgmt For For For
8 Reelect Nathalie Rachou as Director Mgmt For For For
9 Reelect Guillaume Texier as Director Mgmt For For For
10 Approve Compensation of Antoine Frerot, Mgmt For For For Chairman and CEO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Veolia Environnement SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Approve Compensation Report of Corporate Mgmt For For For Officers
12 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
13 Approve Remuneration Policy of Corporate Mgmt For For For Officers
14 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 850 Million
16 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 283 Million
17 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 283 Million
18 Authorize Capital Increase of up to Aggregate Mgmt For For For Nominal Amount of EUR 283 Million for Contributions in Kind
19 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote
20 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 400 Million for Bonus Issue or Increase in Par Value
21 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
22 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries
23 Authorize up to 0.5 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans
24 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
25 Amend Articles 8, 11, 12, 15, 17, 18 and 20 Mgmt For For For of Bylaws Re: Shares, Board Composition, Chairman of the Board, Board Power, Remuneration of the Board, Censor and Vice-CEO
26 Authorize Filing of Required Documents/Other Mgmt For For For Formalities Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AGNC Investment Corp.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 00123Q104 Record Date: 02/24/2020 Meeting Type: Annual Ticker: AGNC
Shares Voted: 561,374
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Donna J. Blank Mgmt For For For
1.2 Elect Director Morris A. Davis Mgmt For For For
1.3 Elect Director John D. Fisk Mgmt For For For
1.4 Elect Director Prue B. Larocca Mgmt For For For
1.5 Elect Director Paul E. Mullings Mgmt For For For
1.6 Elect Director Frances R. Spark Mgmt For For For
1.7 Elect Director Gary D. Kain Mgmt For For For
2 Increase Authorized Common Stock Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 21,379
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Donna J. Blank Mgmt For For For
1.2 Elect Director Morris A. Davis Mgmt For For For
1.3 Elect Director John D. Fisk Mgmt For For For
1.4 Elect Director Prue B. Larocca Mgmt For For For
1.5 Elect Director Paul E. Mullings Mgmt For For For
1.6 Elect Director Frances R. Spark Mgmt For For For
1.7 Elect Director Gary D. Kain Mgmt For For For
2 Increase Authorized Common Stock Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ares Commercial Real Estate Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 04013V108 Record Date: 02/26/2020 Meeting Type: Annual Ticker: ACRE
Shares Voted: 599,476
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William S. Benjamin Mgmt For For For
1.2 Elect Director Caroline E. Blakely Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 114,604
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William S. Benjamin Mgmt For For For
1.2 Elect Director Caroline E. Blakely Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Avery Dennison Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 053611109 Record Date: 02/24/2020 Meeting Type: Annual Ticker: AVY
Shares Voted: 159,374
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bradley A. Alford Mgmt For For For
1b Elect Director Anthony K. Anderson Mgmt For For For
1c Elect Director Peter K. Barker Mgmt For For For
1d Elect Director Mark J. Barrenechea Mgmt For For For
1e Elect Director Mitchell R. Butier Mgmt For For For
1f Elect Director Ken C. Hicks Mgmt For For For
1g Elect Director Andres A. Lopez Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Avery Dennison Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Patrick T. Siewert Mgmt For For For
1i Elect Director Julia A. Stewart Mgmt For For For
1j Elect Director Martha N. Sullivan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 381,163
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bradley A. Alford Mgmt For For For
1b Elect Director Anthony K. Anderson Mgmt For For For
1c Elect Director Peter K. Barker Mgmt For For For
1d Elect Director Mark J. Barrenechea Mgmt For For For
1e Elect Director Mitchell R. Butier Mgmt For For For
1f Elect Director Ken C. Hicks Mgmt For For For
1g Elect Director Andres A. Lopez Mgmt For For For
1h Elect Director Patrick T. Siewert Mgmt For For For
1i Elect Director Julia A. Stewart Mgmt For For For
1j Elect Director Martha N. Sullivan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Boston Private Financial Holdings, Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 101119105 Record Date: 03/02/2020 Meeting Type: Annual Ticker: BPFH Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Boston Private Financial Holdings, Inc.
Shares Voted: 1,253,851
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anthony DeChellis Mgmt For For For
1.2 Elect Director Mark F. Furlong Mgmt For For For
1.3 Elect Director Joseph C. Guyaux Mgmt For For For
1.4 Elect Director Deborah F. Kuenstner Mgmt For For For
1.5 Elect Director Gloria C. Larson Mgmt For For For
1.6 Elect Director Kimberly S. Stevenson Mgmt For For For
1.7 Elect Director Luis Antonio Ubinas Mgmt For For For
1.8 Elect Director Stephen M. Waters Mgmt For For For
1.9 Elect Director Lizabeth H. Zlatkus Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 253,303
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anthony DeChellis Mgmt For For For
1.2 Elect Director Mark F. Furlong Mgmt For For For
1.3 Elect Director Joseph C. Guyaux Mgmt For For For
1.4 Elect Director Deborah F. Kuenstner Mgmt For For For
1.5 Elect Director Gloria C. Larson Mgmt For For For
1.6 Elect Director Kimberly S. Stevenson Mgmt For For For
1.7 Elect Director Luis Antonio Ubinas Mgmt For For For
1.8 Elect Director Stephen M. Waters Mgmt For For For
1.9 Elect Director Lizabeth H. Zlatkus Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Approve Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capital City Bank Group, Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 139674105 Record Date: 02/26/2020 Meeting Type: Annual Ticker: CCBG
Shares Voted: 916
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas A. Barron Mgmt For For For
1.2 Elect Director Stanley W. Connally, Jr. Mgmt For Withhold Withhold
1.3 Elect Director J. Everitt Drew Mgmt For For For
1.4 Elect Director W. Eric Grant Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
CenterState Bank Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 15201P109 Record Date: 02/28/2020 Meeting Type: Annual Ticker: CSFL
Shares Voted: 682,829
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James H. Bingham Mgmt For For For
1.2 Elect Director Michael J. Brown, Sr. Mgmt For For For
1.3 Elect Director C. Dennis Carlton Mgmt For Withhold Withhold
1.4 Elect Director Michael F. Ciferri Mgmt For For For
1.5 Elect Director John C. Corbett Mgmt For For For
1.6 Elect Director Jody Jean Dreyer Mgmt For For For
1.7 Elect Director Griffin A. Greene Mgmt For For For
1.8 Elect Director John H. Holcomb, III Mgmt For For For
1.9 Elect Director Charles W. McPherson Mgmt For Withhold Withhold
1.10 Elect Director Richard Murray, IV Mgmt For For For
1.11 Elect Director G. Tierso Nunez, II Mgmt For For For
1.12 Elect Director Thomas E. Oakley Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CenterState Bank Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.13 Elect Director G. Ruffner Page, Jr. Mgmt For For For
1.14 Elect Director Ernest S. Pinner Mgmt For For For
1.15 Elect Director William Knox Pou, Jr., Mgmt For For For
1.16 Elect Director Daniel R. Richey Mgmt For For For
1.17 Elect Director David G. Salyers Mgmt For For For
1.18 Elect Director Joshua A. Snively Mgmt For For For
1.19 Elect Director Mark W. Thompson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Shares Voted: 142,580
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James H. Bingham Mgmt For For For
1.2 Elect Director Michael J. Brown, Sr. Mgmt For For For
1.3 Elect Director C. Dennis Carlton Mgmt For Withhold Withhold
1.4 Elect Director Michael F. Ciferri Mgmt For For For
1.5 Elect Director John C. Corbett Mgmt For For For
1.6 Elect Director Jody Jean Dreyer Mgmt For For For
1.7 Elect Director Griffin A. Greene Mgmt For For For
1.8 Elect Director John H. Holcomb, III Mgmt For For For
1.9 Elect Director Charles W. McPherson Mgmt For Withhold Withhold
1.10 Elect Director Richard Murray, IV Mgmt For For For
1.11 Elect Director G. Tierso Nunez, II Mgmt For For For
1.12 Elect Director Thomas E. Oakley Mgmt For Withhold Withhold
1.13 Elect Director G. Ruffner Page, Jr. Mgmt For For For
1.14 Elect Director Ernest S. Pinner Mgmt For For For
1.15 Elect Director William Knox Pou, Jr., Mgmt For For For
1.16 Elect Director Daniel R. Richey Mgmt For For For
1.17 Elect Director David G. Salyers Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CenterState Bank Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.18 Elect Director Joshua A. Snively Mgmt For For For
1.19 Elect Director Mark W. Thompson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Central Pacific Financial Corp.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 154760409 Record Date: 02/21/2020 Meeting Type: Annual Ticker: CPF
Shares Voted: 23,803
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Christine H. H. Camp Mgmt For For For
1.2 Elect Director Earl E. Fry Mgmt For For For
1.3 Elect Director Wayne K. Kamitaki Mgmt For For For
1.4 Elect Director Paul J. Kosasa Mgmt For For For
1.5 Elect Director Duane K. Kurisu Mgmt For For For
1.6 Elect Director Christopher T. Lutes Mgmt For For For
1.7 Elect Director Colbert M. Matsumoto Mgmt For For For
1.8 Elect Director A. Catherine Ngo Mgmt For For For
1.9 Elect Director Saedene K. Ota Mgmt For For For
1.10 Elect Director Crystal K. Rose Mgmt For For For
1.11 Elect Director Paul K. Yonamine Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Shares Voted: 10,240
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Christine H. H. Camp Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Central Pacific Financial Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Earl E. Fry Mgmt For For For
1.3 Elect Director Wayne K. Kamitaki Mgmt For For For
1.4 Elect Director Paul J. Kosasa Mgmt For For For
1.5 Elect Director Duane K. Kurisu Mgmt For For For
1.6 Elect Director Christopher T. Lutes Mgmt For For For
1.7 Elect Director Colbert M. Matsumoto Mgmt For For For
1.8 Elect Director A. Catherine Ngo Mgmt For For For
1.9 Elect Director Saedene K. Ota Mgmt For For For
1.10 Elect Director Crystal K. Rose Mgmt For For For
1.11 Elect Director Paul K. Yonamine Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Citizens Financial Group, Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 174610105 Record Date: 02/25/2020 Meeting Type: Annual Ticker: CFG
Shares Voted: 19,709
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce Van Saun Mgmt For For For
1.2 Elect Director Christine M. Cumming Mgmt For For For
1.3 Elect Director William P. Hankowsky Mgmt For For For
1.4 Elect Director Howard W. Hanna, III Mgmt For For For
1.5 Elect Director Leo I. ("Lee") Higdon Mgmt For For For
1.6 Elect Director Edward J. ("Ned") Kelly, III Mgmt For For For
1.7 Elect Director Charles J. ("Bud") Koch Mgmt For For For
1.8 Elect Director Robert G. Leary Mgmt For For For
1.9 Elect Director Terrance J. Lillis Mgmt For For For
1.10 Elect Director Shivan Subramaniam Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Citizens Financial Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director Wendy A. Watson Mgmt For For For
1.12 Elect Director Marita Zuraitis Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Call Special Meeting Mgmt For For For
5 Amend Certificate of Incorporation to Remove Mgmt For For For Non-Operative Provisions
Companhia Brasileira de Distribuicao
Meeting Date: 04/23/2020 Country: Brazil Primary Security ID: P30558103 Record Date: Meeting Type: Special Ticker: PCAR3
Shares Voted: 19,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles and Consolidate Bylaws Mgmt For For For
2 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
Shares Voted: 7,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles and Consolidate Bylaws Mgmt For For For
2 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
Companhia Brasileira de Distribuicao
Meeting Date: 04/23/2020 Country: Brazil Primary Security ID: P30558103 Record Date: Meeting Type: Annual Ticker: PCAR3 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Companhia Brasileira de Distribuicao
Shares Voted: 19,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Approve Remuneration of Company's Mgmt For Against Against Management and Fiscal Council
4 Do You Wish to Request Installation of a Mgmt None For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
5 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
Shares Voted: 7,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Approve Remuneration of Company's Mgmt For Against Against Management and Fiscal Council
4 Do You Wish to Request Installation of a Mgmt None For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
5 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
CRH Plc
Meeting Date: 04/23/2020 Country: Ireland Primary Security ID: G25508105 Record Date: 04/21/2020 Meeting Type: Annual Ticker: CRH Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRH Plc
Shares Voted: 1,147,376
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4a Re-elect Richie Boucher as Director Mgmt For For For
4b Elect Johan Karlstrom as Director Mgmt For For For
4c Elect Shaun Kelly as Director Mgmt For For For
4d Re-elect Heather McSharry as Director Mgmt For For For
4e Re-elect Albert Manifold as Director Mgmt For For For
4f Re-elect Senan Murphy as Director Mgmt For For For
4g Re-elect Gillian Platt as Director Mgmt For For For
4h Re-elect Mary Rhinehart as Director Mgmt For For For
4i Re-elect Lucinda Riches as Director Mgmt For For For
4j Re-elect Siobhan Talbot as Director Mgmt For For For
5 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
6 Ratify Deloitte Ireland LLP as Auditors Mgmt For For For
7 Authorise Issue of Equity Mgmt For For For
8 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
9 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
10 Authorise Market Purchase of Ordinary Shares Mgmt For For For
11 Authorise Reissuance of Treasury Shares Mgmt For For For
12 Approve Scrip Dividend Mgmt For For For
Shares Voted: 695,302
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRH Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Final Dividend Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4a Re-elect Richie Boucher as Director Mgmt For For For
4b Elect Johan Karlstrom as Director Mgmt For For For
4c Elect Shaun Kelly as Director Mgmt For For For
4d Re-elect Heather McSharry as Director Mgmt For For For
4e Re-elect Albert Manifold as Director Mgmt For For For
4f Re-elect Senan Murphy as Director Mgmt For For For
4g Re-elect Gillian Platt as Director Mgmt For For For
4h Re-elect Mary Rhinehart as Director Mgmt For For For
4i Re-elect Lucinda Riches as Director Mgmt For For For
4j Re-elect Siobhan Talbot as Director Mgmt For For For
5 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
6 Ratify Deloitte Ireland LLP as Auditors Mgmt For For For
7 Authorise Issue of Equity Mgmt For For For
8 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
9 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
10 Authorise Market Purchase of Ordinary Shares Mgmt For For For
11 Authorise Reissuance of Treasury Shares Mgmt For For For
12 Approve Scrip Dividend Mgmt For For For
CRH Plc
Meeting Date: 04/23/2020 Country: Ireland Primary Security ID: G25508105 Record Date: 03/16/2020 Meeting Type: Annual Ticker: CRH
Shares Voted: 5,085,825
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRH Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4a Re-elect Richie Boucher as Director Mgmt For For For
4b Elect Johan Karlstrom as Director Mgmt For For For
4c Elect Shaun Kelly as Director Mgmt For For For
4d Re-elect Heather McSharry as Director Mgmt For For For
4e Re-elect Albert Manifold as Director Mgmt For For For
4f Re-elect Senan Murphy as Director Mgmt For For For
4g Re-elect Gillian Platt as Director Mgmt For For For
4h Re-elect Mary Rhinehart as Director Mgmt For For For
4i Re-elect Lucinda Riches as Director Mgmt For For For
4j Re-elect Siobhan Talbot as Director Mgmt For For For
5 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
6 Ratify Deloitte Ireland LLP as Auditors Mgmt For For For
7 Authorise Issue of Equity Mgmt For For For
8 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
9 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
10 Authorise Market Purchase of Ordinary Shares Mgmt For For For
11 Authorise Reissuance of Treasury Shares Mgmt For For For
12 Approve Scrip Dividend Mgmt For For For
Shares Voted: 673,254
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRH Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Remuneration Report Mgmt For For For
4a Re-elect Richie Boucher as Director Mgmt For For For
4b Elect Johan Karlstrom as Director Mgmt For For For
4c Elect Shaun Kelly as Director Mgmt For For For
4d Re-elect Heather McSharry as Director Mgmt For For For
4e Re-elect Albert Manifold as Director Mgmt For For For
4f Re-elect Senan Murphy as Director Mgmt For For For
4g Re-elect Gillian Platt as Director Mgmt For For For
4h Re-elect Mary Rhinehart as Director Mgmt For For For
4i Re-elect Lucinda Riches as Director Mgmt For For For
4j Re-elect Siobhan Talbot as Director Mgmt For For For
5 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
6 Ratify Deloitte Ireland LLP as Auditors Mgmt For For For
7 Authorise Issue of Equity Mgmt For For For
8 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
9 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
10 Authorise Market Purchase of Ordinary Shares Mgmt For For For
11 Authorise Reissuance of Treasury Shares Mgmt For For For
12 Approve Scrip Dividend Mgmt For For For
Edison International
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 281020107 Record Date: 02/25/2020 Meeting Type: Annual Ticker: EIX
Shares Voted: 4,460,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeanne Beliveau-Dunn Mgmt For For For
1b Elect Director Michael C. Camunez Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Edison International
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1c Elect Director Vanessa C.L. Chang Mgmt For For For
1d Elect Director James T. Morris Mgmt For For For
1e Elect Director Timothy T. O'Toole Mgmt For For For
1f Elect Director Pedro J. Pizarro Mgmt For For For
1g Elect Director Carey A. Smith Mgmt For For For
1h Elect Director Linda G. Stuntz Mgmt For For For
1i Elect Director William P. Sullivan Mgmt For For For
1j Elect Director Peter J. Taylor Mgmt For For For
1k Elect Director Keith Trent Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Shares Voted: 2,076,294
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeanne Beliveau-Dunn Mgmt For For For
1b Elect Director Michael C. Camunez Mgmt For For For
1c Elect Director Vanessa C.L. Chang Mgmt For For For
1d Elect Director James T. Morris Mgmt For For For
1e Elect Director Timothy T. O'Toole Mgmt For For For
1f Elect Director Pedro J. Pizarro Mgmt For For For
1g Elect Director Carey A. Smith Mgmt For For For
1h Elect Director Linda G. Stuntz Mgmt For For For
1i Elect Director William P. Sullivan Mgmt For For For
1j Elect Director Peter J. Taylor Mgmt For For For
1k Elect Director Keith Trent Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Edison International
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Greenhill & Co., Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 395259104 Record Date: 03/03/2020 Meeting Type: Annual Ticker: GHL
Shares Voted: 59,067
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Scott L. Bok Mgmt For For For
1b Elect Director Robert F. Greenhill Mgmt For For For
1c Elect Director Steven F. Goldstone Mgmt For For For
1d Elect Director Meryl D. Hartzband Mgmt For For For
1e Elect Director John D. Liu Mgmt For For For
1f Elect Director Karen P. Robards Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Amend Proxy Access Right SH Against For For
Shares Voted: 46,556
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Scott L. Bok Mgmt For For For
1b Elect Director Robert F. Greenhill Mgmt For For For
1c Elect Director Steven F. Goldstone Mgmt For For For
1d Elect Director Meryl D. Hartzband Mgmt For For For
1e Elect Director John D. Liu Mgmt For For For
1f Elect Director Karen P. Robards Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Greenhill & Co., Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Amend Proxy Access Right SH Against For For
Humana Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 444859102 Record Date: 02/24/2020 Meeting Type: Annual Ticker: HUM
Shares Voted: 206,242
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kurt J. Hilzinger Mgmt For For For
1b Elect Director Frank J. Bisignano Mgmt For For For
1c Elect Director Bruce D. Broussard Mgmt For For For
1d Elect Director Frank A. D'Amelio Mgmt For For For
1e Elect Director W. Roy Dunbar Mgmt For For For
1f Elect Director Wayne A.I. Frederick Mgmt For For For
1g Elect Director John W. Garratt Mgmt For For For
1h Elect Director David A. Jones, Jr. Mgmt For For For
1i Elect Director Karen W. Katz Mgmt For For For
1j Elect Director William J. McDonald Mgmt For For For
1k Elect Director James J. O'Brien Mgmt For For For
1l Elect Director Marissa T. Peterson Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 445,654
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kurt J. Hilzinger Mgmt For Refer For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Humana Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Frank J. Bisignano Mgmt For Refer For
1c Elect Director Bruce D. Broussard Mgmt For Refer For
1d Elect Director Frank A. D'Amelio Mgmt For Refer For
1e Elect Director W. Roy Dunbar Mgmt For Refer For
1f Elect Director Wayne A.I. Frederick Mgmt For Refer For
1g Elect Director John W. Garratt Mgmt For Refer For
1h Elect Director David A. Jones, Jr. Mgmt For Refer For
1i Elect Director Karen W. Katz Mgmt For Refer For
1j Elect Director William J. McDonald Mgmt For Refer For
1k Elect Director James J. O'Brien Mgmt For Refer For
1l Elect Director Marissa T. Peterson Mgmt For Refer For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For Refer For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For Refer For Officers' Compensation
Interactive Brokers Group, Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 45841N107 Record Date: 02/27/2020 Meeting Type: Annual Ticker: IBKR
Shares Voted: 3,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Thomas Peterffy Mgmt For Against Against
1B Elect Director Earl H. Nemser Mgmt For Against Against
1C Elect Director Milan Galik Mgmt For For For
1D Elect Director Paul J. Brody Mgmt For For For
1E Elect Director Lawrence E. Harris Mgmt For Against Against
1F Elect Director Gary Katz Mgmt For For For
1G Elect Director John M. Damgard Mgmt For For For
1H Elect Director Philip Uhde Mgmt For For For
1I Elect Director William Peterffy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Interactive Brokers Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Johnson & Johnson
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 478160104 Record Date: 02/25/2020 Meeting Type: Annual Ticker: JNJ
Shares Voted: 754,676
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mary C. Beckerle Mgmt For For For
1b Elect Director D. Scott Davis Mgmt For For For
1c Elect Director Ian E. L. Davis Mgmt For For For
1d Elect Director Jennifer A. Doudna Mgmt For For For
1e Elect Director Alex Gorsky Mgmt For For For
1f Elect Director Marillyn A. Hewson Mgmt For For For
1g Elect Director Hubert Joly Mgmt For For For
1h Elect Director Mark B. McClellan Mgmt For For For
1i Elect Director Anne M. Mulcahy Mgmt For For For
1j Elect Director Charles Prince Mgmt For For For
1k Elect Director A. Eugene Washington Mgmt For For For
1l Elect Director Mark A. Weinberger Mgmt For For For
1m Elect Director Ronald A. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Certificate of Incorporation to Permit Mgmt For For For Removal of Directors With or Without Cause
5 Require Independent Board Chair SH Against For For
6 Report on Governance Measures SH Against Refer For Implemented Related to Opioids Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Johnson & Johnson
Shares Voted: 180,413
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mary C. Beckerle Mgmt For For For
1b Elect Director D. Scott Davis Mgmt For For For
1c Elect Director Ian E. L. Davis Mgmt For For For
1d Elect Director Jennifer A. Doudna Mgmt For For For
1e Elect Director Alex Gorsky Mgmt For For For
1f Elect Director Marillyn A. Hewson Mgmt For For For
1g Elect Director Hubert Joly Mgmt For For For
1h Elect Director Mark B. McClellan Mgmt For For For
1i Elect Director Anne M. Mulcahy Mgmt For For For
1j Elect Director Charles Prince Mgmt For For For
1k Elect Director A. Eugene Washington Mgmt For For For
1l Elect Director Mark A. Weinberger Mgmt For For For
1m Elect Director Ronald A. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Certificate of Incorporation to Permit Mgmt For For For Removal of Directors With or Without Cause
5 Require Independent Board Chair SH Against For For
6 Report on Governance Measures SH Against Refer For Implemented Related to Opioids
Lithia Motors, Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 536797103 Record Date: 02/28/2020 Meeting Type: Annual Ticker: LAD
Shares Voted: 438,115
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sidney B. DeBoer Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lithia Motors, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Bryan B. DeBoer Mgmt For For For
1c Elect Director Susan O. Cain Mgmt For For For
1d Elect Director Shauna F. McIntyre Mgmt For For For
1e Elect Director Louis P. Miramontes Mgmt For For For
1f Elect Director Kenneth E. Roberts Mgmt For For For
1g Elect Director David J. Robino Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 94,121
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sidney B. DeBoer Mgmt For For For
1b Elect Director Bryan B. DeBoer Mgmt For For For
1c Elect Director Susan O. Cain Mgmt For For For
1d Elect Director Shauna F. McIntyre Mgmt For For For
1e Elect Director Louis P. Miramontes Mgmt For For For
1f Elect Director Kenneth E. Roberts Mgmt For For For
1g Elect Director David J. Robino Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Localiza Rent A Car SA
Meeting Date: 04/23/2020 Country: Brazil Primary Security ID: P6330Z111 Record Date: Meeting Type: Annual Ticker: RENT3
Shares Voted: 174,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Localiza Rent A Car SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Approve Remuneration of Company's Mgmt For For For Management
4 Do You Wish to Request Installation of a Mgmt Against For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Shares Voted: 66,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Approve Remuneration of Company's Mgmt For For For Management
4 Do You Wish to Request Installation of a Mgmt Against For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Localiza Rent A Car SA
Meeting Date: 04/23/2020 Country: Brazil Primary Security ID: P6330Z111 Record Date: Meeting Type: Special Ticker: RENT3
Shares Voted: 174,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles Mgmt For For For
2 Consolidate Bylaws Mgmt For For For
Shares Voted: 66,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles Mgmt For For For
2 Consolidate Bylaws Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lockheed Martin Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 539830109 Record Date: 02/24/2020 Meeting Type: Annual Ticker: LMT
Shares Voted: 15
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Daniel F. Akerson Mgmt For For For
1.2 Elect Director David B. Burritt Mgmt For For For
1.3 Elect Director Bruce A. Carlson Mgmt For For For
1.4 Elect Director Joseph F. Dunford, Jr. Mgmt For For For
1.5 Elect Director James O. Ellis, Jr. Mgmt For For For
1.6 Elect Director Thomas J. Falk Mgmt For For For
1.7 Elect Director Ilene S. Gordon Mgmt For For For
1.8 Elect Director Marillyn A. Hewson Mgmt For For For
1.9 Elect Director Vicki A. Hollub Mgmt For For For
1.10 Elect Director Jeh C. Johnson Mgmt For For For
1.11 Elect Director Debra L. Reed-Klages Mgmt For For For
1.12 Elect Director James D. Taiclet, Jr. Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Provide Right to Act by Written Consent SH Against For For
MGIC Investment Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 552848103 Record Date: 03/06/2020 Meeting Type: Annual Ticker: MTG
Shares Voted: 28,983
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Daniel A. Arrigoni Mgmt For For For
1.2 Elect Director C. Edward Chaplin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MGIC Investment Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Curt S. Culver Mgmt For For For
1.4 Elect Director Jay C. Hartzell Mgmt For For For
1.5 Elect Director Timothy A. Holt Mgmt For For For
1.6 Elect Director Kenneth M. Jastrow, II Mgmt For For For
1.7 Elect Director Jodeen A. Kozlak Mgmt For For For
1.8 Elect Director Michael E. Lehman Mgmt For For For
1.9 Elect Director Melissa B. Lora Mgmt For For For
1.10 Elect Director Timothy J. Mattke Mgmt For For For
1.11 Elect Director Gary A. Poliner Mgmt For For For
1.12 Elect Director Sheryl L. Sculley Mgmt For For For
1.13 Elect Director Mark M. Zandi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 31,229
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Daniel A. Arrigoni Mgmt For For For
1.2 Elect Director C. Edward Chaplin Mgmt For For For
1.3 Elect Director Curt S. Culver Mgmt For For For
1.4 Elect Director Jay C. Hartzell Mgmt For For For
1.5 Elect Director Timothy A. Holt Mgmt For For For
1.6 Elect Director Kenneth M. Jastrow, II Mgmt For For For
1.7 Elect Director Jodeen A. Kozlak Mgmt For For For
1.8 Elect Director Michael E. Lehman Mgmt For For For
1.9 Elect Director Melissa B. Lora Mgmt For For For
1.10 Elect Director Timothy J. Mattke Mgmt For For For
1.11 Elect Director Gary A. Poliner Mgmt For For For
1.12 Elect Director Sheryl L. Sculley Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MGIC Investment Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.13 Elect Director Mark M. Zandi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
NorthWestern Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 668074305 Record Date: 02/24/2020 Meeting Type: Annual Ticker: NWE
Shares Voted: 760
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen P. Adik Mgmt For For For
1.2 Elect Director Anthony T. Clark Mgmt For For For
1.3 Elect Director Dana J. Dykhouse Mgmt For For For
1.4 Elect Director Jan R. Horsfall Mgmt For For For
1.5 Elect Director Britt E. Ide Mgmt For For For
1.6 Elect Director Julia L. Johnson Mgmt For For For
1.7 Elect Director Linda G. Sullivan Mgmt For For For
1.8 Elect Director Robert C. Rowe Mgmt For For For
1.9 Elect Director Mahvash Yazdi Mgmt For For For
1.10 Elect Director Jeffrey W. Yingling Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Other Business Mgmt For Against Against
Shares Voted: 1,490
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen P. Adik Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NorthWestern Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Anthony T. Clark Mgmt For For For
1.3 Elect Director Dana J. Dykhouse Mgmt For For For
1.4 Elect Director Jan R. Horsfall Mgmt For For For
1.5 Elect Director Britt E. Ide Mgmt For For For
1.6 Elect Director Julia L. Johnson Mgmt For For For
1.7 Elect Director Linda G. Sullivan Mgmt For For For
1.8 Elect Director Robert C. Rowe Mgmt For For For
1.9 Elect Director Mahvash Yazdi Mgmt For For For
1.10 Elect Director Jeffrey W. Yingling Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Other Business Mgmt For Against Against
Olin Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 680665205 Record Date: 02/28/2020 Meeting Type: Annual Ticker: OLN
Shares Voted: 565,614
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Heidi S. Alderman Mgmt For For For
1b Elect Director Beverley A. Babcock Mgmt For For For
1c Elect Director Gray G. Benoist Mgmt For For For
1d Elect Director Scott D. Ferguson Mgmt For For For
1e Elect Director John E. Fischer Mgmt For For For
1f Elect Director W. Barnes Hauptfuhrer Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Declassify the Board of Directors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Olin Corporation
Shares Voted: 99,019
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Heidi S. Alderman Mgmt For For For
1b Elect Director Beverley A. Babcock Mgmt For For For
1c Elect Director Gray G. Benoist Mgmt For For For
1d Elect Director Scott D. Ferguson Mgmt For For For
1e Elect Director John E. Fischer Mgmt For For For
1f Elect Director W. Barnes Hauptfuhrer Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Declassify the Board of Directors Mgmt For For For
Pfizer Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 717081103 Record Date: 02/25/2020 Meeting Type: Annual Ticker: PFE
Shares Voted: 15,540,558
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ronald E. Blaylock Mgmt For For For
1.2 Elect Director Albert Bourla Mgmt For For For
1.3 Elect Director W. Don Cornwell Mgmt For For For
1.4 Elect Director Joseph J. Echevarria Mgmt For For For
1.5 Elect Director Scott Gottlieb Mgmt For For For
1.6 Elect Director Helen H. Hobbs Mgmt For For For
1.7 Elect Director Susan Hockfield Mgmt For For For
1.8 Elect Director James M. Kilts Mgmt For Against Against
1.9 Elect Director Dan R. Littman Mgmt For For For
1.10 Elect Director Shantanu Narayen Mgmt For For For
1.11 Elect Director Suzanne Nora Johnson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Pfizer Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.12 Elect Director James Quincey Mgmt For For For
1.13 Elect Director James C. Smith Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
5 Amend Proxy Access Right SH Against For For
6 Report on Lobbying Payments and Policy SH Against Against Against
7 Require Independent Board Chair SH Against For For
8 Report on Gender Pay Gap SH Against Against Against
9 Elect Director Susan Desmond-Hellmann Mgmt For For For
Shares Voted: 2,350,713
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ronald E. Blaylock Mgmt For For For
1.2 Elect Director Albert Bourla Mgmt For For For
1.3 Elect Director W. Don Cornwell Mgmt For For For
1.4 Elect Director Joseph J. Echevarria Mgmt For For For
1.5 Elect Director Scott Gottlieb Mgmt For For For
1.6 Elect Director Helen H. Hobbs Mgmt For For For
1.7 Elect Director Susan Hockfield Mgmt For For For
1.8 Elect Director James M. Kilts Mgmt For Against Against
1.9 Elect Director Dan R. Littman Mgmt For For For
1.10 Elect Director Shantanu Narayen Mgmt For For For
1.11 Elect Director Suzanne Nora Johnson Mgmt For For For
1.12 Elect Director James Quincey Mgmt For For For
1.13 Elect Director James C. Smith Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Pfizer Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Amend Proxy Access Right SH Against For For
6 Report on Lobbying Payments and Policy SH Against Against Against
7 Require Independent Board Chair SH Against For For
8 Report on Gender Pay Gap SH Against Against Against
9 Elect Director Susan Desmond-Hellmann Mgmt For For For
Schneider Electric SE
Meeting Date: 04/23/2020 Country: France Primary Security ID: F86921107 Record Date: 04/21/2020 Meeting Type: Annual/Special Ticker: SU
Shares Voted: 1,195
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.55 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Approve Termination Package of Emmanuel Mgmt For For For Babeau, Vice-CEO
6 Approve Compensation Report Mgmt For For For
7 Approve Compensation of Jean-Pascal Mgmt For For For Tricoire, Chairman and CEO
8 Approve Compensation of Emmanuel Babeau, Mgmt For For For Vice-CEO
9 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
10 Approve Remuneration Policy of Emmanuel Mgmt For For For Babeau, Vice-CEO
11 Approve Remuneration Policy of Board Mgmt For For For Members
12 Reelect Leo Apotheker as Director Mgmt For For For
13 Reelect Cecile Cabanis as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Schneider Electric SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Reelect Fred Kindle as Director Mgmt For For For
15 Reelect Willy Kissling as Director Mgmt For For For
16 Elect Jill Lee as Director Mgmt For For For
17 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
18 Amend Article 11 of Bylaws to Comply with Mgmt For For For New Regulation Re: Employee Representatives
19 Amend Articles 13 and 16 of Bylaws to Mgmt For For For Comply with New Regulation
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
22 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Schweitzer-Mauduit International, Inc.
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 808541106 Record Date: 03/02/2020 Meeting Type: Annual Ticker: SWM
Shares Voted: 877,647
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark L. Bye Mgmt For For For
1.2 Elect Director Jeffrey J. Keenan Mgmt For For For
1.3 Elect Director Marco Levi Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 162,850
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Schweitzer-Mauduit International, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark L. Bye Mgmt For For For
1.2 Elect Director Jeffrey J. Keenan Mgmt For For For
1.3 Elect Director Marco Levi Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Sociedad Quimica y Minera de Chile SA
Meeting Date: 04/23/2020 Country: Chile Primary Security ID: P8716X108 Record Date: 03/27/2020 Meeting Type: Annual Ticker: SQM.B
Shares Voted: 1,648
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Designate Auditors Mgmt For For For
3 Designate Risk Assessment Companies Mgmt For For For
4 Designate Account Inspectors Mgmt For For For
5 Approve Investment Policy Mgmt For For For
6 Approve Financing Policy Mgmt For For For
7 Approve Dividends Mgmt For For For
8 Approve Remuneration of Board of Directors Mgmt For For For and Board Committees
9 Other Business Mgmt For Against Against
Shares Voted: 697
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sociedad Quimica y Minera de Chile SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Designate Auditors Mgmt For For For
3 Designate Risk Assessment Companies Mgmt For For For
4 Designate Account Inspectors Mgmt For For For
5 Approve Investment Policy Mgmt For For For
6 Approve Financing Policy Mgmt For For For
7 Approve Dividends Mgmt For For For
8 Approve Remuneration of Board of Directors Mgmt For For For and Board Committees
9 Other Business Mgmt For Against Against
SVB Financial Group
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 78486Q101 Record Date: 02/24/2020 Meeting Type: Annual Ticker: SIVB
Shares Voted: 603
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Greg W. Becker Mgmt For For For
1.2 Elect Director Eric A. Benhamou Mgmt For For For
1.3 Elect Director John S. Clendening Mgmt For For For
1.4 Elect Director Roger F. Dunbar Mgmt For For For
1.5 Elect Director Joel P. Friedman Mgmt For For For
1.6 Elect Director Jeffrey N. Maggioncalda Mgmt For For For
1.7 Elect Director Kay Matthews Mgmt For For For
1.8 Elect Director Mary J. Miller Mgmt For For For
1.9 Elect Director Kate D. Mitchell Mgmt For For For
1.10 Elect Director John F. Robinson Mgmt For For For
1.11 Elect Director Garen K. Staglin Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Texas Instruments Incorporated
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 882508104 Record Date: 02/24/2020 Meeting Type: Annual Ticker: TXN
Shares Voted: 120
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mark A. Blinn Mgmt For For For
1b Elect Director Todd M. Bluedorn Mgmt For For For
1c Elect Director Janet F. Clark Mgmt For For For
1d Elect Director Carrie S. Cox Mgmt For For For
1e Elect Director Martin S. Craighead Mgmt For For For
1f Elect Director Jean M. Hobby Mgmt For For For
1g Elect Director Michael D. Hsu Mgmt For For For
1h Elect Director Ronald Kirk Mgmt For For For
1i Elect Director Pamela H. Patsley Mgmt For For For
1j Elect Director Robert E. Sanchez Mgmt For For For
1k Elect Director Richard k. Templeton Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
The AES Corporation
Meeting Date: 04/23/2020 Country: USA Primary Security ID: 00130H105 Record Date: 03/03/2020 Meeting Type: Annual Ticker: AES
Shares Voted: 408,565
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Janet G. Davidson Mgmt For For For
1.2 Elect Director Andres R. Gluski Mgmt For For For
1.3 Elect Director Tarun Khanna Mgmt For For For
1.4 Elect Director Holly K. Koeppel Mgmt For For For
1.5 Elect Director Julia M. Laulis Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The AES Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director James H. Miller Mgmt For For For
1.7 Elect Director Alain Monie Mgmt For For For
1.8 Elect Director John B. Morse, Jr. Mgmt For For For
1.9 Elect Director Moises Naim Mgmt For For For
1.10 Elect Director Jeffrey W. Ubben Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Require Shareholder Approval of Bylaw and SH Against Against Against Charter Amendments Adopted by the Board of Directors
Shares Voted: 15,402
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Janet G. Davidson Mgmt For For For
1.2 Elect Director Andres R. Gluski Mgmt For For For
1.3 Elect Director Tarun Khanna Mgmt For For For
1.4 Elect Director Holly K. Koeppel Mgmt For For For
1.5 Elect Director Julia M. Laulis Mgmt For For For
1.6 Elect Director James H. Miller Mgmt For For For
1.7 Elect Director Alain Monie Mgmt For For For
1.8 Elect Director John B. Morse, Jr. Mgmt For For For
1.9 Elect Director Moises Naim Mgmt For For For
1.10 Elect Director Jeffrey W. Ubben Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Require Shareholder Approval of Bylaw and SH Against Against Against Charter Amendments Adopted by the Board of Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Trelleborg AB
Meeting Date: 04/23/2020 Country: Sweden Primary Security ID: W96297101 Record Date: 04/17/2020 Meeting Type: Annual Ticker: TREL.B
Shares Voted: 3,476
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting; Elect Chairman of Meeting Mgmt For For For
2 Prepare and Approve List of Shareholders Mgmt For For For
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
4 Acknowledge Proper Convening of Meeting Mgmt For For For
5 Approve Agenda of Meeting Mgmt For For For
6 Receive President's Report Mgmt
7 Receive Financial Statements and Statutory Mgmt Reports
8 Receive Board's Report Mgmt
9.a Accept Financial Statements and Statutory Mgmt For For For Reports
9.b Approve Allocation of Income and Dividends Mgmt For For For of SEK 2.40 Per Share
9.c Approve Discharge of Board and President Mgmt For For For
10 Receive Nominating Committee's Report Mgmt
11 Determine Number of Members (7) and Mgmt For For For Deputy Members (0) of Board
12 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 1.75 Million for Chairman and SEK 600,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors
13 Reelect Hans Biorck (Chairman), Gunilla Mgmt For Against Against Fransson, Johan Malmquist, Peter Nilsson, Anne Mette Olesen, Susanne Pahlen Aklundh and Jan Stahlberg as Directors; Ratify Deloitte as Auditors
14 Approve Remuneration Policy And Other Mgmt For Against Against Terms of Employment For Executive Management
15 Close Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Abbott Laboratories
Meeting Date: 04/24/2020 Country: USA Primary Security ID: 002824100 Record Date: 02/26/2020 Meeting Type: Annual Ticker: ABT
Shares Voted: 759,228
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For For
1.2 Elect Director Roxanne S. Austin Mgmt For Withhold Withhold
1.3 Elect Director Sally E. Blount Mgmt For For For
1.4 Elect Director Robert B. Ford Mgmt For For For
1.5 Elect Director Michelle A. Kumbier Mgmt For For For
1.6 Elect Director Edward M. Liddy Mgmt For For For
1.7 Elect Director Darren W. McDew Mgmt For For For
1.8 Elect Director Nancy McKinstry Mgmt For For For
1.9 Elect Director Phebe N. Novakovic Mgmt For For For
1.10 Elect Director William A. Osborn Mgmt For For For
1.11 Elect Director Daniel J. Starks Mgmt For For For
1.12 Elect Director John G. Stratton Mgmt For For For
1.13 Elect Director Glenn F. Tilton Mgmt For For For
1.14 Elect Director Miles D. White Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Increase Disclosure of Compensation SH Against For For Adjustments
6 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
7 Adopt Simple Majority Vote SH Against For For
Shares Voted: 73,705
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Abbott Laboratories
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Roxanne S. Austin Mgmt For Withhold Withhold
1.3 Elect Director Sally E. Blount Mgmt For For For
1.4 Elect Director Robert B. Ford Mgmt For For For
1.5 Elect Director Michelle A. Kumbier Mgmt For For For
1.6 Elect Director Edward M. Liddy Mgmt For For For
1.7 Elect Director Darren W. McDew Mgmt For For For
1.8 Elect Director Nancy McKinstry Mgmt For For For
1.9 Elect Director Phebe N. Novakovic Mgmt For For For
1.10 Elect Director William A. Osborn Mgmt For For For
1.11 Elect Director Daniel J. Starks Mgmt For For For
1.12 Elect Director John G. Stratton Mgmt For For For
1.13 Elect Director Glenn F. Tilton Mgmt For For For
1.14 Elect Director Miles D. White Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Increase Disclosure of Compensation SH Against For For Adjustments
6 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
7 Adopt Simple Majority Vote SH Against For For
Ambev SA
Meeting Date: 04/24/2020 Country: Brazil Primary Security ID: P0273U106 Record Date: 03/25/2020 Meeting Type: Annual/Special Ticker: ABEV3
Shares Voted: 4,279,735
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary General Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ambev SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Fix Number of Directors at 11 Mgmt For For For
4a Elect Directors Mgmt For Against Against
4b In Case There is Any Change to the Board Mgmt None Against Against Slate Composition, May Your Votes Still be Counted for the Proposed Slate?
4c In Case Cumulative Voting Is Adopted, Do Mgmt None Abstain Abstain You Wish to Equally Distribute Your Votes Amongst the Nominees below?
5a.i Elect Fiscal Council Members Mgmt For Abstain Abstain
5a.ii In Case One of the Nominees Leaves the Mgmt None Against Against Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate?
5b Elect Vinicius Balbino Bouhid as Fiscal Council SH None For For Member and Carlos Tersandro Fonseca Adeodato as Alternate Appointed by Minority Shareholder
6 Approve Remuneration of Company's Mgmt For For For Management
7 Approve Remuneration of Fiscal Council Mgmt For For For Members
Extraordinary General Meeting Mgmt
1 Amend Article 5 to Reflect Changes in Capital Mgmt For For For
2 Amend Article 8 Mgmt For For For
3 Amend Articles 11, 15, 16, 17, 18 and 19 Mgmt For For For
4 Amend Article 21 Mgmt For For For
5 Amend Articles 22 to 34 Mgmt For For For
6 Consolidate Bylaws Mgmt For For For
7 Amend Restricted Stock Plan Mgmt For Against Against
Shares Voted: 1,918,925
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ambev SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary General Meeting Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Fix Number of Directors at 11 Mgmt For For For
4a Elect Directors Mgmt For Against Against
4b In Case There is Any Change to the Board Mgmt None Against Against Slate Composition, May Your Votes Still be Counted for the Proposed Slate?
4c In Case Cumulative Voting Is Adopted, Do Mgmt None Abstain Abstain You Wish to Equally Distribute Your Votes Amongst the Nominees below?
5a.i Elect Fiscal Council Members Mgmt For Abstain Abstain
5a.ii In Case One of the Nominees Leaves the Mgmt None Against Against Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate?
5b Elect Vinicius Balbino Bouhid as Fiscal Council SH None For For Member and Carlos Tersandro Fonseca Adeodato as Alternate Appointed by Minority Shareholder
6 Approve Remuneration of Company's Mgmt For For For Management
7 Approve Remuneration of Fiscal Council Mgmt For For For Members
Extraordinary General Meeting Mgmt
1 Amend Article 5 to Reflect Changes in Capital Mgmt For For For
2 Amend Article 8 Mgmt For For For
3 Amend Articles 11, 15, 16, 17, 18 and 19 Mgmt For For For
4 Amend Article 21 Mgmt For For For
5 Amend Articles 22 to 34 Mgmt For For For
6 Consolidate Bylaws Mgmt For For For
7 Amend Restricted Stock Plan Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AT&T Inc.
Meeting Date: 04/24/2020 Country: USA Primary Security ID: 00206R102 Record Date: 02/26/2020 Meeting Type: Annual Ticker: T
Shares Voted: 6,260
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Randall L. Stephenson Mgmt For For For
1.2 Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1.3 Elect Director Richard W. Fisher Mgmt For For For
1.4 Elect Director Scott T. Ford Mgmt For For For
1.5 Elect Director Glenn H. Hutchins Mgmt For For For
1.6 Elect Director William E. Kennard Mgmt For For For
1.7 Elect Director Debra L. Lee Mgmt For For For
1.8 Elect Director Stephen J. Luczo Mgmt For For For
1.9 Elect Director Michael B. McCallister Mgmt For For For
1.10 Elect Director Beth E. Mooney Mgmt For For For
1.11 Elect Director Matthew K. Rose Mgmt For For For
1.12 Elect Director Cynthia B. Taylor Mgmt For For For
1.13 Elect Director Geoffrey Y. Yang Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
5 Approve Nomination of Employee SH Against Against Against Representative Director
6 Improve Guiding Principles of Executive SH Against Against Against Compensation
Shares Voted: 411,516
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Randall L. Stephenson Mgmt For For For
1.2 Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1.3 Elect Director Richard W. Fisher Mgmt For For For
1.4 Elect Director Scott T. Ford Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AT&T Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Glenn H. Hutchins Mgmt For For For
1.6 Elect Director William E. Kennard Mgmt For For For
1.7 Elect Director Debra L. Lee Mgmt For For For
1.8 Elect Director Stephen J. Luczo Mgmt For For For
1.9 Elect Director Michael B. McCallister Mgmt For For For
1.10 Elect Director Beth E. Mooney Mgmt For For For
1.11 Elect Director Matthew K. Rose Mgmt For For For
1.12 Elect Director Cynthia B. Taylor Mgmt For For For
1.13 Elect Director Geoffrey Y. Yang Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
5 Approve Nomination of Employee SH Against Against Against Representative Director
6 Improve Guiding Principles of Executive SH Against Against Against Compensation
Fortune Real Estate Investment Trust
Meeting Date: 04/24/2020 Country: Singapore Primary Security ID: Y2616W104 Record Date: 04/20/2020 Meeting Type: Annual Ticker: 778
Shares Voted: 72,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Authorize Repurchase of Issued Unit Capital Mgmt For For For
Grupo Financiero Banorte SAB de CV
Meeting Date: 04/24/2020 Country: Mexico Primary Security ID: P49501201 Record Date: 04/13/2020 Meeting Type: Annual Ticker: GFNORTEO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Financiero Banorte SAB de CV
Shares Voted: 109,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.a Approve CEO's Report on Financial Mgmt For For For Statements and Statutory Reports
1.b Approve Board's Report on Policies and Mgmt For For For Accounting Information and Criteria Followed in Preparation of Financial Information
1.c Approve Board's Report on Operations and Mgmt For For For Activities Undertaken by Board
1.d Approve Report on Activities of Audit and Mgmt For For For Corporate Practices Committee
1.e Approve All Operations Carried out by Mgmt For For For Company and Ratify Actions Carried out by Board, CEO and Audit and Corporate Practices Committee
2 Approve Allocation of Income Mgmt For For For
3 Receive Auditor's Report on Tax Position of Mgmt Company
4.a1 Elect Carlos Hank Gonzalez as Board Mgmt For Against Against Chairman
4.a2 Elect Juan Antonio Gonzalez Moreno as Mgmt For For For Director
4.a3 Elect David Juan Villarreal Montemayor as Mgmt For For For Director
4.a4 Elect Jose Marcos Ramirez Miguel as Director Mgmt For Against Against
4.a5 Elect Carlos de la Isla Corry as Director Mgmt For For For
4.a6 Elect Everardo Elizondo Almaguer as Director Mgmt For Against Against
4.a7 Elect Carmen Patricia Armendariz Guerra as Mgmt For For For Director
4.a8 Elect Hector Federico Reyes Retana y Dahl as Mgmt For For For Director
4.a9 Elect Alfredo Elias Ayub as Director Mgmt For For For
4.a10 Elect Adrian Sada Cueva as Director Mgmt For Against Against
4.a11 Elect David Penaloza Alanis as Director Mgmt For For For
4.a12 Elect Jose Antonio Chedraui Eguia as Director Mgmt For Against Against
4.a13 Elect Alfonso de Angoitia Noriega as Director Mgmt For Against Against
4.a14 Elect Thomas Stanley Heather Rodriguez as Mgmt For Against Against Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Financiero Banorte SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.a15 Elect Graciela Gonzalez Moreno as Alternate Mgmt For For For Director
4.a16 Elect Juan Antonio Gonzalez Marcos as Mgmt For For For Alternate Director
4.a17 Elect Alberto Halabe Hamui as Alternate Mgmt For For For Director
4.a18 Elect Gerardo Salazar Viezca as Alternate Mgmt For For For Director
4.a19 Elect Alberto Perez-Jacome Friscione as Mgmt For For For Alternate Director
4.a20 Elect Diego Martinez Rueda-Chapital as Mgmt For For For Alternate Director
4.a21 Elect Roberto Kelleher Vales as Alternate Mgmt For For For Director
4.a22 Elect Clemente Ismael Reyes Retana Valdes Mgmt For For For as Alternate Director
4.a23 Elect Isaac Becker Kabacnik as Alternate Mgmt For For For Director
4.a24 Elect Jose Maria Garza Trevino as Alternate Mgmt For For For Director
4.a25 Elect Carlos Cesarman Kolteniuk as Alternate Mgmt For For For Director
4.a26 Elect Humberto Tafolla Nunez as Alternate Mgmt For For For Director
4.a27 Elect Guadalupe Phillips Margain as Alternate Mgmt For For For Director
4.a28 Elect Ricardo Maldonado Yanez as Alternate Mgmt For For For Director
4.b Elect Hector Avila Flores (Non-Member) as Mgmt For For For Board Secretary
4.c Approve Directors Liability and Mgmt For For For Indemnification
5 Approve Remuneration of Directors Mgmt For For For
6 Elect Hector Federico Reyes Retana y Dahl as Mgmt For For For Chairman of Audit and Corporate Practices Committee
7.1 Approve Report on Share Repurchase Mgmt For For For
7.2 Set Aggregate Nominal Amount of Share Mgmt For For For Repurchase Reserve
8 Approve Certification of the Company's Mgmt For For For Bylaws
9 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Financiero Banorte SAB de CV
Shares Voted: 41,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.a Approve CEO's Report on Financial Mgmt For For For Statements and Statutory Reports
1.b Approve Board's Report on Policies and Mgmt For For For Accounting Information and Criteria Followed in Preparation of Financial Information
1.c Approve Board's Report on Operations and Mgmt For For For Activities Undertaken by Board
1.d Approve Report on Activities of Audit and Mgmt For For For Corporate Practices Committee
1.e Approve All Operations Carried out by Mgmt For For For Company and Ratify Actions Carried out by Board, CEO and Audit and Corporate Practices Committee
2 Approve Allocation of Income Mgmt For For For
3 Receive Auditor's Report on Tax Position of Mgmt Company
4.a1 Elect Carlos Hank Gonzalez as Board Mgmt For Against Against Chairman
4.a2 Elect Juan Antonio Gonzalez Moreno as Mgmt For For For Director
4.a3 Elect David Juan Villarreal Montemayor as Mgmt For For For Director
4.a4 Elect Jose Marcos Ramirez Miguel as Director Mgmt For Against Against
4.a5 Elect Carlos de la Isla Corry as Director Mgmt For For For
4.a6 Elect Everardo Elizondo Almaguer as Director Mgmt For Against Against
4.a7 Elect Carmen Patricia Armendariz Guerra as Mgmt For For For Director
4.a8 Elect Hector Federico Reyes Retana y Dahl as Mgmt For For For Director
4.a9 Elect Alfredo Elias Ayub as Director Mgmt For For For
4.a10 Elect Adrian Sada Cueva as Director Mgmt For Against Against
4.a11 Elect David Penaloza Alanis as Director Mgmt For For For
4.a12 Elect Jose Antonio Chedraui Eguia as Director Mgmt For Against Against
4.a13 Elect Alfonso de Angoitia Noriega as Director Mgmt For Against Against
4.a14 Elect Thomas Stanley Heather Rodriguez as Mgmt For Against Against Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Financiero Banorte SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.a15 Elect Graciela Gonzalez Moreno as Alternate Mgmt For For For Director
4.a16 Elect Juan Antonio Gonzalez Marcos as Mgmt For For For Alternate Director
4.a17 Elect Alberto Halabe Hamui as Alternate Mgmt For For For Director
4.a18 Elect Gerardo Salazar Viezca as Alternate Mgmt For For For Director
4.a19 Elect Alberto Perez-Jacome Friscione as Mgmt For For For Alternate Director
4.a20 Elect Diego Martinez Rueda-Chapital as Mgmt For For For Alternate Director
4.a21 Elect Roberto Kelleher Vales as Alternate Mgmt For For For Director
4.a22 Elect Clemente Ismael Reyes Retana Valdes Mgmt For For For as Alternate Director
4.a23 Elect Isaac Becker Kabacnik as Alternate Mgmt For For For Director
4.a24 Elect Jose Maria Garza Trevino as Alternate Mgmt For For For Director
4.a25 Elect Carlos Cesarman Kolteniuk as Alternate Mgmt For For For Director
4.a26 Elect Humberto Tafolla Nunez as Alternate Mgmt For For For Director
4.a27 Elect Guadalupe Phillips Margain as Alternate Mgmt For For For Director
4.a28 Elect Ricardo Maldonado Yanez as Alternate Mgmt For For For Director
4.b Elect Hector Avila Flores (Non-Member) as Mgmt For For For Board Secretary
4.c Approve Directors Liability and Mgmt For For For Indemnification
5 Approve Remuneration of Directors Mgmt For For For
6 Elect Hector Federico Reyes Retana y Dahl as Mgmt For For For Chairman of Audit and Corporate Practices Committee
7.1 Approve Report on Share Repurchase Mgmt For For For
7.2 Set Aggregate Nominal Amount of Share Mgmt For For For Repurchase Reserve
8 Approve Certification of the Company's Mgmt For For For Bylaws
9 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
L3Harris Technologies, Inc.
Meeting Date: 04/24/2020 Country: USA Primary Security ID: 502431109 Record Date: 02/28/2020 Meeting Type: Annual Ticker: LHX
Shares Voted: 259,962
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sallie B. Bailey Mgmt For For For
1b Elect Director William M. Brown Mgmt For For For
1c Elect Director Peter W. Chiarelli Mgmt For For For
1d Elect Director Thomas A. Corcoran Mgmt For For For
1e Elect Director Thomas A. Dattilo Mgmt For For For
1f Elect Director Roger B. Fradin Mgmt For For For
1g Elect Director Lewis Hay, III Mgmt For For For
1h Elect Director Lewis Kramer Mgmt For For For
1i Elect Director Christopher E. Kubasik Mgmt For For For
1j Elect Director Rita S. Lane Mgmt For For For
1k Elect Director Robert B. Millard Mgmt For For For
1l Elect Director Lloyd W. Newton Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Eliminate Supermajority Vote Requirement Mgmt For For For and Fair Price Requirements for Business Combinations
5 Amend Certificate of Incorporation to Mgmt For For For Eliminate the Anti-Greenmail Provision
6 Amend Certificate of Incorporation to Mgmt For For For Eliminate Cumulative Voting Provision
7 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 861,196
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sallie B. Bailey Mgmt For For For
1b Elect Director William M. Brown Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
L3Harris Technologies, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1c Elect Director Peter W. Chiarelli Mgmt For For For
1d Elect Director Thomas A. Corcoran Mgmt For For For
1e Elect Director Thomas A. Dattilo Mgmt For For For
1f Elect Director Roger B. Fradin Mgmt For For For
1g Elect Director Lewis Hay, III Mgmt For For For
1h Elect Director Lewis Kramer Mgmt For For For
1i Elect Director Christopher E. Kubasik Mgmt For For For
1j Elect Director Rita S. Lane Mgmt For For For
1k Elect Director Robert B. Millard Mgmt For For For
1l Elect Director Lloyd W. Newton Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Eliminate Supermajority Vote Requirement Mgmt For For For and Fair Price Requirements for Business Combinations
5 Amend Certificate of Incorporation to Mgmt For For For Eliminate the Anti-Greenmail Provision
6 Amend Certificate of Incorporation to Mgmt For For For Eliminate Cumulative Voting Provision
7 Provide Right to Act by Written Consent SH Against For For
South Jersey Industries, Inc.
Meeting Date: 04/24/2020 Country: USA Primary Security ID: 838518108 Record Date: 02/24/2020 Meeting Type: Annual Ticker: SJI
Shares Voted: 3,626
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sarah M. Barpoulis Mgmt For For For
1b Elect Director Keith S. Campbell Mgmt For For For
1c Elect Director Victor A. Fortkiewicz Mgmt For For For
1d Elect Director Sheila Hartnett-Devlin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
South Jersey Industries, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director G. Edison Holland, Jr. Mgmt For For For
1f Elect Director Sunita Holzer Mgmt For For For
1g Elect Director Kevin M. O'Dowd Mgmt For For For
1h Elect Director Michael J. Renna Mgmt For For For
1i Elect Director Joseph M. Rigby Mgmt For For For
1j Elect Director Frank L. Sims Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche as Auditors Mgmt For For For
Shares Voted: 7,140
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sarah M. Barpoulis Mgmt For For For
1b Elect Director Keith S. Campbell Mgmt For For For
1c Elect Director Victor A. Fortkiewicz Mgmt For For For
1d Elect Director Sheila Hartnett-Devlin Mgmt For For For
1e Elect Director G. Edison Holland, Jr. Mgmt For For For
1f Elect Director Sunita Holzer Mgmt For For For
1g Elect Director Kevin M. O'Dowd Mgmt For For For
1h Elect Director Michael J. Renna Mgmt For For For
1i Elect Director Joseph M. Rigby Mgmt For For For
1j Elect Director Frank L. Sims Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche as Auditors Mgmt For For For
The Stars Group Inc.
Meeting Date: 04/24/2020 Country: Canada Primary Security ID: 85570W100 Record Date: 03/13/2020 Meeting Type: Special Ticker: TSGI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Stars Group Inc.
Shares Voted: 3,684
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition by Flutter Entertainment Mgmt For For For plc
Shares Voted: 318,258
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition by Flutter Entertainment Mgmt For For For plc
Warrior Met Coal, Inc.
Meeting Date: 04/24/2020 Country: USA Primary Security ID: 93627C101 Record Date: 03/02/2020 Meeting Type: Annual Ticker: HCC
Shares Voted: 24,597
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen D. Williams Mgmt For For For
1.2 Elect Director Ana B. Amicarella Mgmt For For For
1.3 Elect Director J. Brett Harvey Mgmt For Withhold Withhold
1.4 Elect Director Walter J. Scheller, III Mgmt For For For
1.5 Elect Director Alan H. Schumacher Mgmt For Withhold Withhold
1.6 Elect Director Gareth N. Turner Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Adopt NOL Rights Plan (NOL Pill) Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 34,513
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Stephen D. Williams Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Warrior Met Coal, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Ana B. Amicarella Mgmt For For For
1.3 Elect Director J. Brett Harvey Mgmt For Withhold Withhold
1.4 Elect Director Walter J. Scheller, III Mgmt For For For
1.5 Elect Director Alan H. Schumacher Mgmt For Withhold Withhold
1.6 Elect Director Gareth N. Turner Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Adopt NOL Rights Plan (NOL Pill) Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Coherent, Inc.
Meeting Date: 04/27/2020 Country: USA Primary Security ID: 192479103 Record Date: 03/03/2020 Meeting Type: Annual Ticker: COHR
Shares Voted: 61,718
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jay T. Flatley Mgmt For For For
1b Elect Director Pamela Fletcher Mgmt For For For
1c Elect Director Andreas (Andy) W. Mattes Mgmt For For For
1d Elect Director Beverly Kay Matthews Mgmt For For For
1e Elect Director Michael R. McMullen Mgmt For For For
1f Elect Director Garry W. Rogerson Mgmt For For For
1g Elect Director Steve Skaggs Mgmt For For For
1h Elect Director Sandeep Vij Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Coherent, Inc.
Shares Voted: 6,702
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jay T. Flatley Mgmt For For For
1b Elect Director Pamela Fletcher Mgmt For For For
1c Elect Director Andreas (Andy) W. Mattes Mgmt For For For
1d Elect Director Beverly Kay Matthews Mgmt For For For
1e Elect Director Michael R. McMullen Mgmt For For For
1f Elect Director Garry W. Rogerson Mgmt For For For
1g Elect Director Steve Skaggs Mgmt For For For
1h Elect Director Sandeep Vij Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Concho Resources Inc.
Meeting Date: 04/27/2020 Country: USA Primary Security ID: 20605P101 Record Date: 02/28/2020 Meeting Type: Annual Ticker: CXO
Shares Voted: 1,082
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Timothy A. Leach Mgmt For For For
1.2 Elect Director William H. Easter, III Mgmt For Against Against
2 Ratify Grant Thornton LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Raytheon Technologies Corporation
Meeting Date: 04/27/2020 Country: USA Primary Security ID: 75513E101 Record Date: 03/03/2020 Meeting Type: Annual Ticker: RTX Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Raytheon Technologies Corporation
Shares Voted: 3,767,044
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lloyd J. Austin, III Mgmt For For For
1b Elect Director Gregory J. Hayes Mgmt For For For
1c Elect Director Marshall O. Larsen Mgmt For For For
1d Elect Director Robert K. (Kelly) Ortberg Mgmt For For For
1e Elect Director Margaret L. O'Sullivan Mgmt For For For
1f Elect Director Denise L. Ramos Mgmt For For For
1g Elect Director Fredric G. Reynolds Mgmt For For For
1h Elect Director Brian C. Rogers Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Adopt Simple Majority Vote SH None For For
5 Report on Plant Closures SH Against Against Against
Shares Voted: 562,499
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lloyd J. Austin, III Mgmt For For For
1b Elect Director Gregory J. Hayes Mgmt For For For
1c Elect Director Marshall O. Larsen Mgmt For For For
1d Elect Director Robert K. (Kelly) Ortberg Mgmt For For For
1e Elect Director Margaret L. O'Sullivan Mgmt For For For
1f Elect Director Denise L. Ramos Mgmt For For For
1g Elect Director Fredric G. Reynolds Mgmt For For For
1h Elect Director Brian C. Rogers Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Adopt Simple Majority Vote SH None For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Raytheon Technologies Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Report on Plant Closures SH Against Against Against
The Boeing Company
Meeting Date: 04/27/2020 Country: USA Primary Security ID: 097023105 Record Date: 02/27/2020 Meeting Type: Annual Ticker: BA
Shares Voted: 400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Robert A. Bradway Mgmt For For For
1b Elect Director David L. Calhoun Mgmt For For For
1c Elect Director Arthur D. Collins, Jr. Mgmt For Against Against
1d Elect Director Edmund P. Giambastiani, Jr. Mgmt For Against Against
1e Elect Director Lynn J. Good Mgmt For For For
1f Elect Director Nikki R. Haley - Withdrawn Mgmt Resolution
1g Elect Director Akhil Johri Mgmt For For For
1h Elect Director Lawrence W. Kellner Mgmt For For For
1i Elect Director Caroline B. Kennedy Mgmt For For For
1j Elect Director Steven M. Mollenkopf Mgmt For For For
1k Elect Director John M. Richardson Mgmt For For For
1l Elect Director Susan C. Schwab Mgmt For Against Against
1m Elect Director Ronald A. Williams Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Require Director Nominee Qualifications SH Against Against Against
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Require Independent Board Chairman SH Against For For
7 Provide Right to Act by Written Consent SH Against For For
8 Adopt Share Retention Policy For Senior SH Against For For Executives Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Boeing Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Increase Disclosure of Compensation SH Against For For Adjustments
Ally Financial Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 02005N100 Record Date: 03/04/2020 Meeting Type: Annual Ticker: ALLY
Shares Voted: 25
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Franklin W. Hobbs Mgmt For For For
1.2 Elect Director Kenneth J. Bacon Mgmt For For For
1.3 Elect Director Katryn (Trynka) Shineman Mgmt For For For Blake
1.4 Elect Director Maureen A. Breakiron-Evans Mgmt For For For
1.5 Elect Director William H. Cary Mgmt For For For
1.6 Elect Director Mayree C. Clark Mgmt For For For
1.7 Elect Director Kim S. Fennebresque Mgmt For For For
1.8 Elect Director Marjorie Magner Mgmt For For For
1.9 Elect Director Brian H. Sharples Mgmt For For For
1.10 Elect Director John J. Stack Mgmt For For For
1.11 Elect Director Michael F. Steib Mgmt For For For
1.12 Elect Director Jeffrey J. Brown Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Bausch Health Companies Inc.
Meeting Date: 04/28/2020 Country: Canada Primary Security ID: 071734107 Record Date: 03/02/2020 Meeting Type: Annual Ticker: BHC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bausch Health Companies Inc.
Shares Voted: 387,098
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard U. De Schutter Mgmt For For For
1b Elect Director D. Robert Hale Mgmt For For For
1c Elect Director Argeris (Jerry) N. Karabelas Mgmt For For For
1d Elect Director Sarah B. Kavanagh Mgmt For For For
1e Elect Director Joseph C. Papa Mgmt For For For
1f Elect Director John A. Paulson Mgmt For For For
1g Elect Director Robert N. Power Mgmt For For For
1h Elect Director Russel C. Robertson Mgmt For For For
1i Elect Director Thomas W. Ross, Sr. Mgmt For For For
1j Elect Director Andrew C. von Eschenbach Mgmt For For For
1k Elect Director Amy B. Wechsler Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
Shares Voted: 71,040
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard U. De Schutter Mgmt For For For
1b Elect Director D. Robert Hale Mgmt For For For
1c Elect Director Argeris (Jerry) N. Karabelas Mgmt For For For
1d Elect Director Sarah B. Kavanagh Mgmt For For For
1e Elect Director Joseph C. Papa Mgmt For For For
1f Elect Director John A. Paulson Mgmt For For For
1g Elect Director Robert N. Power Mgmt For For For
1h Elect Director Russel C. Robertson Mgmt For For For
1i Elect Director Thomas W. Ross, Sr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bausch Health Companies Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Andrew C. von Eschenbach Mgmt For For For
1k Elect Director Amy B. Wechsler Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
Bayer AG
Meeting Date: 04/28/2020 Country: Germany Primary Security ID: D0712D163 Record Date: Meeting Type: Annual Ticker: BAYN
Shares Voted: 150,675
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt For For For Reports; Approve Allocation of Income and Dividends of EUR 2.80 per Share for Fiscal 2019
2 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
3 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
4.1 Elect Ertharin Cousin to the Supervisory Board Mgmt For For For
4.2 Elect Otmar Wiestler to the Supervisory Board Mgmt For For For
4.3 Elect Horst Baier to the Supervisory Board Mgmt For For For
5 Approve Remuneration Policy for the Mgmt For For For Management Board
6 Approve Remuneration Policy for the Mgmt For For For Supervisory Board
7 Amend Articles Re: Supervisory Board Term Mgmt For For For of Office
8 Ratify Deloitte GmbH as Auditors for Fiscal Mgmt For For For 2020 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Brixmor Property Group Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 11120U105 Record Date: 02/12/2020 Meeting Type: Annual Ticker: BRX
Shares Voted: 9,866
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James M. Taylor, Jr. Mgmt For For For
1.2 Elect Director John G. Schreiber Mgmt For For For
1.3 Elect Director Michael Berman Mgmt For For For
1.4 Elect Director Julie Bowerman Mgmt For For For
1.5 Elect Director Sheryl M. Crosland Mgmt For For For
1.6 Elect Director Thomas W. Dickson Mgmt For For For
1.7 Elect Director Daniel B. Hurwitz Mgmt For For For
1.8 Elect Director William D. Rahm Mgmt For For For
1.9 Elect Director Gabrielle Sulzberger Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 195
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James M. Taylor, Jr. Mgmt For For For
1.2 Elect Director John G. Schreiber Mgmt For For For
1.3 Elect Director Michael Berman Mgmt For For For
1.4 Elect Director Julie Bowerman Mgmt For For For
1.5 Elect Director Sheryl M. Crosland Mgmt For For For
1.6 Elect Director Thomas W. Dickson Mgmt For For For
1.7 Elect Director Daniel B. Hurwitz Mgmt For For For
1.8 Elect Director William D. Rahm Mgmt For For For
1.9 Elect Director Gabrielle Sulzberger Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Brixmor Property Group Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Centene Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 15135B101 Record Date: 02/28/2020 Meeting Type: Annual Ticker: CNC
Shares Voted: 1,446,247
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael F. Neidorff Mgmt For For For
1b Elect Director H. James Dallas Mgmt For For For
1c Elect Director Robert K. Ditmore Mgmt For For For
1d Elect Director Richard A. Gephardt Mgmt For For For
1e Elect Director Lori J. Robinson Mgmt For For For
1f Elect Director William L. Trubeck Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
5 Report on Political Contributions Disclosure SH Against Against Against
6 Eliminate Supermajority Vote Requirement SH Against For For
Shares Voted: 1,906,446
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael F. Neidorff Mgmt For For For
1b Elect Director H. James Dallas Mgmt For For For
1c Elect Director Robert K. Ditmore Mgmt For For For
1d Elect Director Richard A. Gephardt Mgmt For For For
1e Elect Director Lori J. Robinson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Centene Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director William L. Trubeck Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
5 Report on Political Contributions Disclosure SH Against Against Against
6 Eliminate Supermajority Vote Requirement SH Against For For
Corteva, Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 22052L104 Record Date: 03/09/2020 Meeting Type: Annual Ticker: CTVA
Shares Voted: 9,817,459
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lamberto Andreotti Mgmt For For For
1b Elect Director Robert A. Brown Mgmt For For For
1c Elect Director James C. Collins, Jr. Mgmt For For For
1d Elect Director Klaus A. Engel Mgmt For For For
1e Elect Director Michael O. Johanns Mgmt For For For
1f Elect Director Lois D. Juliber Mgmt For For For
1g Elect Director Rebecca B. Liebert Mgmt For For For
1h Elect Director Marcos M. Lutz Mgmt For Against Against
1i Elect Director Nayaki Nayyar Mgmt For For For
1j Elect Director Gregory R. Page Mgmt For For For
1k Elect Director Lee M. Thomas Mgmt For For For
1l Elect Director Patrick J. Ward Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Corteva, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
Shares Voted: 6,449,731
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lamberto Andreotti Mgmt For For For
1b Elect Director Robert A. Brown Mgmt For For For
1c Elect Director James C. Collins, Jr. Mgmt For For For
1d Elect Director Klaus A. Engel Mgmt For For For
1e Elect Director Michael O. Johanns Mgmt For For For
1f Elect Director Lois D. Juliber Mgmt For For For
1g Elect Director Rebecca B. Liebert Mgmt For For For
1h Elect Director Marcos M. Lutz Mgmt For Against Against
1i Elect Director Nayaki Nayyar Mgmt For For For
1j Elect Director Gregory R. Page Mgmt For For For
1k Elect Director Lee M. Thomas Mgmt For For For
1l Elect Director Patrick J. Ward Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
5 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
Exelon Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 30161N101 Record Date: 03/02/2020 Meeting Type: Annual Ticker: EXC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Exelon Corporation
Shares Voted: 48
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony Anderson Mgmt For For For
1b Elect Director Ann Berzin Mgmt For For For
1c Elect Director Laurie Brlas Mgmt For For For
1d Elect Director Christopher M. Crane Mgmt For For For
1e Elect Director Yves C. de Balmann Mgmt For For For
1f Elect Director Nicholas DeBenedictis Mgmt For For For
1g Elect Director Linda P. Jojo Mgmt For For For
1h Elect Director Paul Joskow Mgmt For For For
1i Elect Director Robert J. Lawless Mgmt For For For
1j Elect Director John Richardson Mgmt For For For
1k Elect Director Mayo Shattuck, III Mgmt For For For
1l Elect Director John F. Young Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
First Citizens BancShares, Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 31946M103 Record Date: 02/28/2020 Meeting Type: Annual Ticker: FCNCA
Shares Voted: 42,093
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John M. Alexander, Jr. Mgmt For For For
1.2 Elect Director Victor E. Bell, III Mgmt For Withhold Withhold
1.3 Elect Director Peter M. Bristow Mgmt For For For
1.4 Elect Director Hope H. Bryant Mgmt For For For
1.5 Elect Director H. Lee Durham, Jr. Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
First Citizens BancShares, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Daniel L. Heavner Mgmt For For For
1.7 Elect Director Frank B. Holding, Jr. Mgmt For For For
1.8 Elect Director Robert R. Hoppe Mgmt For For For
1.9 Elect Director Floyd L. Keels Mgmt For For For
1.10 Elect Director Robert E. Mason, IV Mgmt For Withhold Withhold
1.11 Elect Director Robert T. Newcomb Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Dixon Hughes Goodman LLP as Mgmt For For For Auditors
Shares Voted: 7,216
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John M. Alexander, Jr. Mgmt For For For
1.2 Elect Director Victor E. Bell, III Mgmt For Withhold Withhold
1.3 Elect Director Peter M. Bristow Mgmt For For For
1.4 Elect Director Hope H. Bryant Mgmt For For For
1.5 Elect Director H. Lee Durham, Jr. Mgmt For Withhold Withhold
1.6 Elect Director Daniel L. Heavner Mgmt For For For
1.7 Elect Director Frank B. Holding, Jr. Mgmt For For For
1.8 Elect Director Robert R. Hoppe Mgmt For For For
1.9 Elect Director Floyd L. Keels Mgmt For For For
1.10 Elect Director Robert E. Mason, IV Mgmt For Withhold Withhold
1.11 Elect Director Robert T. Newcomb Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Dixon Hughes Goodman LLP as Mgmt For For For Auditors
FMC Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 302491303 Record Date: 03/04/2020 Meeting Type: Annual Ticker: FMC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FMC Corporation
Shares Voted: 1,663,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pierre Brondeau Mgmt For For For
1b Elect Director Eduardo E. Cordeiro Mgmt For For For
1c Elect Director Mark Douglas Mgmt For For For
1d Elect Director C. Scott Greer Mgmt For For For
1e Elect Director K'Lynne Johnson Mgmt For For For
1f Elect Director Dirk A. Kempthorne Mgmt For For For
1g Elect Director Paul J. Norris Mgmt For For For
1h Elect Director Margareth Ovrum Mgmt For For For
1i Elect Director Robert C. Pallash Mgmt For For For
1j Elect Director William H. Powell Mgmt For For For
1k Elect Director Vincent R. Volpe, Jr. Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 1,866,492
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pierre Brondeau Mgmt For For For
1b Elect Director Eduardo E. Cordeiro Mgmt For For For
1c Elect Director Mark Douglas Mgmt For For For
1d Elect Director C. Scott Greer Mgmt For For For
1e Elect Director K'Lynne Johnson Mgmt For For For
1f Elect Director Dirk A. Kempthorne Mgmt For For For
1g Elect Director Paul J. Norris Mgmt For For For
1h Elect Director Margareth Ovrum Mgmt For For For
1i Elect Director Robert C. Pallash Mgmt For For For
1j Elect Director William H. Powell Mgmt For For For
1k Elect Director Vincent R. Volpe, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FMC Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Fresh Del Monte Produce Inc.
Meeting Date: 04/28/2020 Country: Cayman Islands Primary Security ID: G36738105 Record Date: 03/02/2020 Meeting Type: Annual Ticker: FDP
Shares Voted: 568,834
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Michael J. Berthelot Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 115,668
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Michael J. Berthelot Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
HighPoint Resources Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 43114K108 Record Date: 03/02/2020 Meeting Type: Annual Ticker: HPR
Shares Voted: 246,611
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark S. Berg Mgmt For For For
1.2 Elect Director Scott A. Gieselman Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HighPoint Resources Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Craig S. Glick Mgmt For For For
1.4 Elect Director Lori A. Lancaster Mgmt For Withhold Withhold
1.5 Elect Director Jim W. Mogg Mgmt For Withhold Withhold
1.6 Elect Director Edmund P. Segner, III Mgmt For For For
1.7 Elect Director Randy I. Stein Mgmt For Withhold Withhold
1.8 Elect Director R. Scot Woodall Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Amend Omnibus Stock Plan Mgmt For For For
5 Approve Reverse Stock Split Mgmt For For For
Shares Voted: 172,371
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark S. Berg Mgmt For For For
1.2 Elect Director Scott A. Gieselman Mgmt For For For
1.3 Elect Director Craig S. Glick Mgmt For For For
1.4 Elect Director Lori A. Lancaster Mgmt For Withhold Withhold
1.5 Elect Director Jim W. Mogg Mgmt For Withhold Withhold
1.6 Elect Director Edmund P. Segner, III Mgmt For For For
1.7 Elect Director Randy I. Stein Mgmt For Withhold Withhold
1.8 Elect Director R. Scot Woodall Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Amend Omnibus Stock Plan Mgmt For For For
5 Approve Reverse Stock Split Mgmt For For For
Huntington Ingalls Industries, Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 446413106 Record Date: 03/04/2020 Meeting Type: Annual Ticker: HII Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Huntington Ingalls Industries, Inc.
Shares Voted: 591,714
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Philip M. Bilden Mgmt For For For
1.2 Elect Director Augustus L. Collins Mgmt For For For
1.3 Elect Director Kirkland H. Donald Mgmt For For For
1.4 Elect Director Victoria D. Harker Mgmt For For For
1.5 Elect Director Anastasia D. Kelly Mgmt For For For
1.6 Elect Director Tracy B. McKibben Mgmt For For For
1.7 Elect Director C. Michael Petters Mgmt For For For
1.8 Elect Director Thomas C. Schievelbein Mgmt For For For
1.9 Elect Director John K. Welch Mgmt For For For
1.10 Elect Director Stephen R. Wilson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 517,205
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Philip M. Bilden Mgmt For For For
1.2 Elect Director Augustus L. Collins Mgmt For For For
1.3 Elect Director Kirkland H. Donald Mgmt For For For
1.4 Elect Director Victoria D. Harker Mgmt For For For
1.5 Elect Director Anastasia D. Kelly Mgmt For For For
1.6 Elect Director Tracy B. McKibben Mgmt For For For
1.7 Elect Director C. Michael Petters Mgmt For For For
1.8 Elect Director Thomas C. Schievelbein Mgmt For For For
1.9 Elect Director John K. Welch Mgmt For For For
1.10 Elect Director Stephen R. Wilson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Huntington Ingalls Industries, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
ING Groep NV
Meeting Date: 04/28/2020 Country: Netherlands Primary Security ID: N4578E595 Record Date: 03/31/2020 Meeting Type: Annual Ticker: INGA
Shares Voted: 806,789
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2.a Receive Report of Management Board Mgmt (Non-Voting)
2.b Receive Announcements on Sustainability Mgmt
2.c Receive Report of Supervisory Board Mgmt (Non-Voting)
2.d Approve Remuneration Report Mgmt For For For
2.e Adopt Financial Statements and Statutory Mgmt For For For Reports
3.a Receive Explanation on Profit Retention and Mgmt Distribution Policy
3.b Approve Dividends of EUR 0.69 Per Share Mgmt
4.a Approve Discharge of Management Board Mgmt For For For
4.b Approve Discharge of Supervisory Board Mgmt For For For
5 Approve Remuneration Policy for Mgmt For For For Management Board
6 Approve Remuneration Policy for Supervisory Mgmt For For For Board
7 Amend Articles of Association Mgmt For For For
8.a Elect Juan Colombas to Supervisory Board Mgmt For For For
8.b Elect Herman Hulst to Supervisory Board Mgmt For For For
8.c Elect Harold Naus to Supervisory Board Mgmt For For For
9.a Grant Board Authority to Issue Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ING Groep NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9.b Grant Board Authority to Issue Shares Up To Mgmt For For For 10 Percent of Issued Capital and Restricting/Excluding Preemptive Rights
10 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Shares Voted: 2,697,941
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2.a Receive Report of Management Board Mgmt (Non-Voting)
2.b Receive Announcements on Sustainability Mgmt
2.c Receive Report of Supervisory Board Mgmt (Non-Voting)
2.d Approve Remuneration Report Mgmt For For For
2.e Adopt Financial Statements and Statutory Mgmt For For For Reports
3.a Receive Explanation on Profit Retention and Mgmt Distribution Policy
3.b Approve Dividends of EUR 0.69 Per Share Mgmt
4.a Approve Discharge of Management Board Mgmt For For For
4.b Approve Discharge of Supervisory Board Mgmt For For For
5 Approve Remuneration Policy for Mgmt For For For Management Board
6 Approve Remuneration Policy for Supervisory Mgmt For For For Board
7 Amend Articles of Association Mgmt For For For
8.a Elect Juan Colombas to Supervisory Board Mgmt For For For
8.b Elect Herman Hulst to Supervisory Board Mgmt For For For
8.c Elect Harold Naus to Supervisory Board Mgmt For For For
9.a Grant Board Authority to Issue Shares Mgmt For For For
9.b Grant Board Authority to Issue Shares Up To Mgmt For For For 10 Percent of Issued Capital and Restricting/Excluding Preemptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ING Groep NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
ING Groep NV
Meeting Date: 04/28/2020 Country: Netherlands Primary Security ID: N4578E595 Record Date: 03/27/2020 Meeting Type: Annual Ticker: INGA
Shares Voted: 4,335
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Open Meeting Mgmt
2A Receive Report of Management Board Mgmt (Non-Voting)
2B Receive Announcements on Sustainability Mgmt
2C Receive Report of Supervisory Board Mgmt (Non-Voting)
2D Approve Remuneration Report Mgmt For For For
2E Adopt Financial Statements and Statutory Mgmt For For For Reports
3A Receive Explanation on Profit Retention and Mgmt Distribution Policy
3B Approve Dividends of EUR 0.69 Per Share Mgmt
4A Approve Discharge of Management Board Mgmt For For For
4B Approve Discharge of Supervisory Board Mgmt For For For
5 Approve Remuneration Policy for Mgmt For For For Management Board
6 Approve Remuneration Policy for Supervisory Mgmt For For For Board
7 Amend Articles of Association Mgmt For For For
8A Elect Juan Colombas to Supervisory Board Mgmt For For For
8B Elect Herman Hulst to Supervisory Board Mgmt For For For
8C Elect Harold Naus to Supervisory Board Mgmt For For For
9A Grant Board Authority to Issue Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ING Groep NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9B Grant Board Authority to Issue Shares Up To Mgmt For For For 10 Percent of Issued Capital and Restricting/Excluding Preemptive Rights
10 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
IntriCon Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 46121H109 Record Date: 02/24/2020 Meeting Type: Annual Ticker: IIN
Shares Voted: 4,268
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert N. Masucci Mgmt For For For
1.2 Elect Director Philip I. Smith Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 4,689
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert N. Masucci Mgmt For For For
1.2 Elect Director Philip I. Smith Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Itau Unibanco Holding SA
Meeting Date: 04/28/2020 Country: Brazil Primary Security ID: P5968U113 Record Date: Meeting Type: Annual Ticker: ITUB4 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Itau Unibanco Holding SA
Shares Voted: 372,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Preferred Shareholders Mgmt
1 As a Preferred Shareholder, Would You like to Mgmt None For For Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
2 In Case Neither Class of Shares Reaches the Mgmt None For For Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
3 Elect Eduardo Azevedo do Valle as Fiscal SH None For For Council Member and Rene Guimaraes Andrich as Alternate Appointed by Preferred Shareholder
Shares Voted: 170,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Preferred Shareholders Mgmt
1 As a Preferred Shareholder, Would You like to Mgmt None For For Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
2 In Case Neither Class of Shares Reaches the Mgmt None For For Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
3 Elect Eduardo Azevedo do Valle as Fiscal SH None For For Council Member and Rene Guimaraes Andrich as Alternate Appointed by Preferred Shareholder Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
James River Group Holdings, Ltd.
Meeting Date: 04/28/2020 Country: Bermuda Primary Security ID: G5005R107 Record Date: 03/13/2020 Meeting Type: Annual Ticker: JRVR
Shares Voted: 62,989
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director J. Adam Abram Mgmt For Withhold Withhold
1b Elect Director Robert P. Myron Mgmt For Withhold Withhold
1c Elect Director Michael T. Oakes Mgmt For Withhold Withhold
2 Approve Ernst &Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 97,567
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director J. Adam Abram Mgmt For Withhold Withhold
1b Elect Director Robert P. Myron Mgmt For Withhold Withhold
1c Elect Director Michael T. Oakes Mgmt For Withhold Withhold
2 Approve Ernst &Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
JBS SA
Meeting Date: 04/28/2020 Country: Brazil Primary Security ID: P59695109 Record Date: Meeting Type: Annual Ticker: JBSS3
Shares Voted: 126,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Fix Number of Fiscal Council Members at Four Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
JBS SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 As an Ordinary Shareholder, Would You Like Mgmt None Abstain Abstain to Request a Separate Election of a Member of the Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
5.1 Elect Adrian Lima da Hora as Fiscal Council Mgmt For Against Against Member and Andre Alcantara Ocampos as Alternate
5.2 Elect Demetrius Nichele Macei as Fiscal Mgmt For Against Against Council Member and Marcos Godoy Brogiato as Alternate
5.3 Elect Jose Paulo da Silva Filho as Fiscal Mgmt For Against Against Council Member and Sandro Domingues Raffai as Alternate
5.4 Elect Mauricio Wanderley Estanislau da Costa Mgmt For For For as Fiscal Council Member and Francisco Vicente Santana Silva Telles as Alternate
6 Approve Remuneration of Company's Mgmt For Against Against Management and Fiscal Council
Shares Voted: 57,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Fix Number of Fiscal Council Members at Four Mgmt For For For
4 As an Ordinary Shareholder, Would You Like Mgmt None Abstain Abstain to Request a Separate Election of a Member of the Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
5.1 Elect Adrian Lima da Hora as Fiscal Council Mgmt For Against Against Member and Andre Alcantara Ocampos as Alternate
5.2 Elect Demetrius Nichele Macei as Fiscal Mgmt For Against Against Council Member and Marcos Godoy Brogiato as Alternate
5.3 Elect Jose Paulo da Silva Filho as Fiscal Mgmt For Against Against Council Member and Sandro Domingues Raffai as Alternate
5.4 Elect Mauricio Wanderley Estanislau da Costa Mgmt For For For as Fiscal Council Member and Francisco Vicente Santana Silva Telles as Alternate
6 Approve Remuneration of Company's Mgmt For Against Against Management and Fiscal Council Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
JBS SA
Meeting Date: 04/28/2020 Country: Brazil Primary Security ID: P59695109 Record Date: Meeting Type: Special Ticker: JBSS3
Shares Voted: 126,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Agreement to Absorb Midup Mgmt For For For Participacoes Ltda. (Midup)
2 Ratify Factum - Avaliacoes e Consultoria S/S - Mgmt For For For EPP (Factum) as Independent Firm to Appraise Proposed Transaction
3 Approve Independent Firm's Appraisal Mgmt For For For
4 Approve Absorption of Midup Participacoes Mgmt For For For Ltda. (Midup) and Authorize Executives to Ratify and Execute Approved Resolutions
5 Re-Ratify Absorption of Midtown Participacoes Mgmt For For For Ltda., Tannery do Brasil S.A. and IM Pecus Industria e Comercio de Couros e Derivados Ltda. for Regularization of Certain Company's Real Estate Properties
Shares Voted: 57,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Agreement to Absorb Midup Mgmt For For For Participacoes Ltda. (Midup)
2 Ratify Factum - Avaliacoes e Consultoria S/S - Mgmt For For For EPP (Factum) as Independent Firm to Appraise Proposed Transaction
3 Approve Independent Firm's Appraisal Mgmt For For For
4 Approve Absorption of Midup Participacoes Mgmt For For For Ltda. (Midup) and Authorize Executives to Ratify and Execute Approved Resolutions
5 Re-Ratify Absorption of Midtown Participacoes Mgmt For For For Ltda., Tannery do Brasil S.A. and IM Pecus Industria e Comercio de Couros e Derivados Ltda. for Regularization of Certain Company's Real Estate Properties
Luther Burbank Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 550550107 Record Date: 03/02/2020 Meeting Type: Annual Ticker: LBC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Luther Burbank Corporation
Shares Voted: 136,514
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Victor S. Trione Mgmt For For For
1.2 Elect Director Simone Lagomarsino Mgmt For For For
1.3 Elect Director John C. Erickson Mgmt For For For
1.4 Elect Director Jack Krouskup Mgmt For For For
1.5 Elect Director Anita Gentle Newcomb Mgmt For For For
1.6 Elect Director Bradley M. Shuster Mgmt For For For
1.7 Elect Director Thomas C. Wajnert Mgmt For For For
2 Ratify Crowe LLP as Auditors Mgmt For For For
Shares Voted: 203,168
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Victor S. Trione Mgmt For For For
1.2 Elect Director Simone Lagomarsino Mgmt For For For
1.3 Elect Director John C. Erickson Mgmt For For For
1.4 Elect Director Jack Krouskup Mgmt For For For
1.5 Elect Director Anita Gentle Newcomb Mgmt For For For
1.6 Elect Director Bradley M. Shuster Mgmt For For For
1.7 Elect Director Thomas C. Wajnert Mgmt For For For
2 Ratify Crowe LLP as Auditors Mgmt For For For
Noble Energy, Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 655044105 Record Date: 03/02/2020 Meeting Type: Annual Ticker: NBL
Shares Voted: 11,589,304
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey L. Berenson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Noble Energy, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director James E. Craddock Mgmt For For For
1c Elect Director Barbara J. Duganier Mgmt For For For
1d Elect Director Thomas J. Edelman Mgmt For For For
1e Elect Director Holli C. Ladhani Mgmt For For For
1f Elect Director David L. Stover Mgmt For For For
1g Elect Director Scott D. Urban Mgmt For For For
1h Elect Director William T. Van Kleef Mgmt For For For
1i Elect Director Martha B. Wyrsch Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 7,664,372
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey L. Berenson Mgmt For For For
1b Elect Director James E. Craddock Mgmt For For For
1c Elect Director Barbara J. Duganier Mgmt For For For
1d Elect Director Thomas J. Edelman Mgmt For For For
1e Elect Director Holli C. Ladhani Mgmt For For For
1f Elect Director David L. Stover Mgmt For For For
1g Elect Director Scott D. Urban Mgmt For For For
1h Elect Director William T. Van Kleef Mgmt For For For
1i Elect Director Martha B. Wyrsch Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sandvik Aktiebolag
Meeting Date: 04/28/2020 Country: Sweden Primary Security ID: W74857165 Record Date: 04/22/2020 Meeting Type: Annual Ticker: SAND
Shares Voted: 841,337
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Elect Chairman of Meeting Mgmt For For For
3 Prepare and Approve List of Shareholders Mgmt For For For
4 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
5 Approve Agenda of Meeting Mgmt For For For
6 Acknowledge Proper Convening of Meeting Mgmt For For For
7 Receive Financial Statements and Statutory Mgmt Reports
8 Accept Financial Statements and Statutory Mgmt For For For Reports
9 Approve Discharge of Board and President Mgmt For For For
10 Approve Allocation of Income and Omission Mgmt For For For of Dividends
11 Determine Number of Directors (8) and Mgmt For For For Deputy Directors (0) of Board; Determine Number of Auditors (1) and Deputy Auditors
12 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 2.55 Million for Chairman and SEK 690,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration for Auditor
13.1 Elect Stefan Widing as New Director Mgmt For For For
13.2 Elect Kai Warn as New Director Mgmt For For For
13.3 Reelect Jennifer Allerton as Director Mgmt For For For
13.4 Reelect Claes Boustedt as Director Mgmt For For For
13.5 Reelect Marika Fredriksson as Director Mgmt For For For
13.6 Reelect Johan Karlstrom as Director Mgmt For For For
13.7 Reelect Johan Molin as Director Mgmt For For For
13.8 Reelect Helena Stjernholm as Director Mgmt For Against Against
14 Reelect Johan Molin as Chairman of the Board Mgmt For For For
15 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sandvik Aktiebolag
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
16 Authorize Chairman of Board and Mgmt For For For Representatives of Four of Company's Largest Shareholders to Serve on Nominating Committee
17 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
18 Approve Performance Share Matching Plan Mgmt For Against Against LTI 2020
19 Authorize Share Repurchase Program Mgmt For For For
20 Close Meeting Mgmt
Shares Voted: 403,841
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Elect Chairman of Meeting Mgmt For For For
3 Prepare and Approve List of Shareholders Mgmt For For For
4 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
5 Approve Agenda of Meeting Mgmt For For For
6 Acknowledge Proper Convening of Meeting Mgmt For For For
7 Receive Financial Statements and Statutory Mgmt Reports
8 Accept Financial Statements and Statutory Mgmt For For For Reports
9 Approve Discharge of Board and President Mgmt For For For
10 Approve Allocation of Income and Omission Mgmt For For For of Dividends
11 Determine Number of Directors (8) and Mgmt For For For Deputy Directors (0) of Board; Determine Number of Auditors (1) and Deputy Auditors
12 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 2.55 Million for Chairman and SEK 690,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration for Auditor
13.1 Elect Stefan Widing as New Director Mgmt For For For
13.2 Elect Kai Warn as New Director Mgmt For For For
13.3 Reelect Jennifer Allerton as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sandvik Aktiebolag
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13.4 Reelect Claes Boustedt as Director Mgmt For For For
13.5 Reelect Marika Fredriksson as Director Mgmt For For For
13.6 Reelect Johan Karlstrom as Director Mgmt For For For
13.7 Reelect Johan Molin as Director Mgmt For For For
13.8 Reelect Helena Stjernholm as Director Mgmt For Against Against
14 Reelect Johan Molin as Chairman of the Board Mgmt For For For
15 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
16 Authorize Chairman of Board and Mgmt For For For Representatives of Four of Company's Largest Shareholders to Serve on Nominating Committee
17 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
18 Approve Performance Share Matching Plan Mgmt For Against Against LTI 2020
19 Authorize Share Repurchase Program Mgmt For For For
20 Close Meeting Mgmt
Sanofi
Meeting Date: 04/28/2020 Country: France Primary Security ID: F5548N101 Record Date: 04/24/2020 Meeting Type: Annual Ticker: SAN
Shares Voted: 254,019
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Treatment of Losses and Dividends Mgmt For For For of EUR 3.15 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Ratify Appointment of Paul Hudson as Mgmt For For For Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sanofi
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Reelect Laurent Attal as Director Mgmt For For For
7 Reelect Carole Piwnica as Director Mgmt For For For
8 Reelect Diane Souza as Director Mgmt For For For
9 Reelect Thomas Sudhof as Director Mgmt For For For
10 Elect Rachel Duan as Director Mgmt For For For
11 Elect Lise Kingo as Director Mgmt For For For
12 Approve Remuneration of Directors in the Mgmt For For For Aggregate Amount of EUR 2 Million
13 Approve Remuneration Policy of Directors Mgmt For For For
14 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
15 Approve Remuneration Policy of CEO Mgmt For For For
16 Approve Compensation Report of Corporate Mgmt For For For Officers
17 Approve Compensation of Serge Weinberg, Mgmt For For For Chairman of the Board
18 Approve Compensation of Paul Hudson, CEO Mgmt For For For Since Sept. 1, 2019
19 Approve Compensation of Olivier Brandicourt, Mgmt For Against Against CEO Until Aug. 31, 2019
20 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
21 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 177,528
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Treatment of Losses and Dividends Mgmt For For For of EUR 3.15 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sanofi
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Ratify Appointment of Paul Hudson as Mgmt For For For Director
6 Reelect Laurent Attal as Director Mgmt For For For
7 Reelect Carole Piwnica as Director Mgmt For For For
8 Reelect Diane Souza as Director Mgmt For For For
9 Reelect Thomas Sudhof as Director Mgmt For For For
10 Elect Rachel Duan as Director Mgmt For For For
11 Elect Lise Kingo as Director Mgmt For For For
12 Approve Remuneration of Directors in the Mgmt For For For Aggregate Amount of EUR 2 Million
13 Approve Remuneration Policy of Directors Mgmt For For For
14 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
15 Approve Remuneration Policy of CEO Mgmt For For For
16 Approve Compensation Report of Corporate Mgmt For For For Officers
17 Approve Compensation of Serge Weinberg, Mgmt For For For Chairman of the Board
18 Approve Compensation of Paul Hudson, CEO Mgmt For For For Since Sept. 1, 2019
19 Approve Compensation of Olivier Brandicourt, Mgmt For Against Against CEO Until Aug. 31, 2019
20 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
21 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Sanofi
Meeting Date: 04/28/2020 Country: France Primary Security ID: F5548N101 Record Date: 03/30/2020 Meeting Type: Annual Ticker: SAN
Shares Voted: 120
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sanofi
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Treatment of Losses and Dividends Mgmt For For For of EUR 3.15 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Ratify Appointment of Paul Hudson as Mgmt For For For Director
6 Reelect Laurent Attal as Director Mgmt For For For
7 Reelect Carole Piwnica as Director Mgmt For For For
8 Reelect Diane Souza as Director Mgmt For For For
9 Reelect Thomas Sudhof as Director Mgmt For For For
10 Elect Rachel Duan as Director Mgmt For For For
11 Elect Lise Kingo as Director Mgmt For For For
12 Approve Remuneration of Directors in the Mgmt For For For Aggregate Amount of EUR 2 Million
13 Approve Remuneration Policy of Directors Mgmt For For For
14 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
15 Approve Remuneration Policy of CEO Mgmt For For For
16 Approve Compensation Report of Corporate Mgmt For For For Officers
17 Approve Compensation of Serge Weinberg, Mgmt For For For Chairman of the Board
18 Approve Compensation of Paul Hudson, CEO Mgmt For For For Since Sept. 1, 2019
19 Approve Compensation of Olivier Brandicourt, Mgmt For Against Against CEO Until Aug. 31, 2019
20 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
21 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Select Medical Holdings Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 81619Q105 Record Date: 03/02/2020 Meeting Type: Annual Ticker: SEM Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Select Medical Holdings Corporation
Shares Voted: 80
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bryan C. Cressey Mgmt For For For
1.2 Elect Director Robert A. Ortenzio Mgmt For For For
1.3 Elect Director Daniel J. Thomas Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify PriceWaterhouseCoopers LLP as Mgmt For For For Auditors
The PNC Financial Services Group, Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 693475105 Record Date: 01/31/2020 Meeting Type: Annual Ticker: PNC
Shares Voted: 24,273
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph Alvarado Mgmt For For For
1.2 Elect Director Charles E. Bunch Mgmt For For For
1.3 Elect Director Debra A. Cafaro Mgmt For For For
1.4 Elect Director Marjorie Rodgers Cheshire Mgmt For For For
1.5 Elect Director William S. Demchak Mgmt For For For
1.6 Elect Director Andrew T. Feldstein Mgmt For For For
1.7 Elect Director Richard J. Harshman Mgmt For For For
1.8 Elect Director Daniel R. Hesse Mgmt For For For
1.9 Elect Director Linda R. Medler Mgmt For For For
1.10 Elect Director Martin Pfinsgraff Mgmt For For For
1.11 Elect Director Toni Townes-Whitley Mgmt For For For
1.12 Elect Director Michael J. Ward Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The PNC Financial Services Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
Truist Financial Corporation
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 89832Q109 Record Date: 02/21/2020 Meeting Type: Annual Ticker: TFC
Shares Voted: 5,424,309
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jennifer S. Banner Mgmt For For For
1.2 Elect Director K. David Boyer, Jr. Mgmt For For For
1.3 Elect Director Agnes Bundy Scanlan Mgmt For For For
1.4 Elect Director Anna R. Cablik Mgmt For For For
1.5 Elect Director Dallas S. Clement Mgmt For For For
1.6 Elect Director Paul D. Donahue Mgmt For For For
1.7 Elect Director Paul R. Garcia Mgmt For For For
1.8 Elect Director Patrick C. Graney, III Mgmt For For For
1.9 Elect Director Linnie M. Haynesworth Mgmt For For For
1.10 Elect Director Kelly S. King Mgmt For For For
1.11 Elect Director Easter A. Maynard Mgmt For For For
1.12 Elect Director Donna S. Morea Mgmt For For For
1.13 Elect Director Charles A. Patton Mgmt For For For
1.14 Elect Director Nido R. Qubein Mgmt For For For
1.15 Elect Director David M. Ratcliffe Mgmt For For For
1.16 Elect Director William H. Rogers, Jr. Mgmt For For For
1.17 Elect Director Frank P. Scruggs, Jr. Mgmt For For For
1.18 Elect Director Christine Sears Mgmt For For For
1.19 Elect Director Thomas E. Skains Mgmt For For For
1.20 Elect Director Bruce L. Tanner Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Truist Financial Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.21 Elect Director Thomas N. Thompson Mgmt For For For
1.22 Elect Director Steven C. Voorhees Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
Shares Voted: 4,705,515
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jennifer S. Banner Mgmt For For For
1.2 Elect Director K. David Boyer, Jr. Mgmt For For For
1.3 Elect Director Agnes Bundy Scanlan Mgmt For For For
1.4 Elect Director Anna R. Cablik Mgmt For For For
1.5 Elect Director Dallas S. Clement Mgmt For For For
1.6 Elect Director Paul D. Donahue Mgmt For For For
1.7 Elect Director Paul R. Garcia Mgmt For For For
1.8 Elect Director Patrick C. Graney, III Mgmt For For For
1.9 Elect Director Linnie M. Haynesworth Mgmt For For For
1.10 Elect Director Kelly S. King Mgmt For For For
1.11 Elect Director Easter A. Maynard Mgmt For For For
1.12 Elect Director Donna S. Morea Mgmt For For For
1.13 Elect Director Charles A. Patton Mgmt For For For
1.14 Elect Director Nido R. Qubein Mgmt For For For
1.15 Elect Director David M. Ratcliffe Mgmt For For For
1.16 Elect Director William H. Rogers, Jr. Mgmt For For For
1.17 Elect Director Frank P. Scruggs, Jr. Mgmt For For For
1.18 Elect Director Christine Sears Mgmt For For For
1.19 Elect Director Thomas E. Skains Mgmt For For For
1.20 Elect Director Bruce L. Tanner Mgmt For For For
1.21 Elect Director Thomas N. Thompson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Truist Financial Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.22 Elect Director Steven C. Voorhees Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
Wells Fargo & Company
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 949746101 Record Date: 02/28/2020 Meeting Type: Annual Ticker: WFC
Shares Voted: 12,492,259
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Steven D. Black Mgmt For For For
1b Elect Director Celeste A. Clark Mgmt For For For
1c Elect Director Theodore F. Craver, Jr. Mgmt For For For
1d Elect Director Wayne M. Hewett Mgmt For For For
1e Elect Director Donald M. James Mgmt For For For
1f Elect Director Maria R. Morris Mgmt For For For
1g Elect Director Charles H. Noski Mgmt For For For
1h Elect Director Richard B. Payne, Jr. Mgmt For For For
1i Elect Director Juan A. Pujadas Mgmt For For For
1j Elect Director Ronald L. Sargent Mgmt For For For
1k Elect Director Charles W. Scharf Mgmt For For For
1l Elect Director Suzanne M. Vautrinot Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
5 Report on Incentive-Based Compensation and SH Against For For Risks of Material Losses Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wells Fargo & Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Report on Global Median Gender Pay Gap SH Against Against Against
Shares Voted: 2,262,695
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Steven D. Black Mgmt For For For
1b Elect Director Celeste A. Clark Mgmt For For For
1c Elect Director Theodore F. Craver, Jr. Mgmt For For For
1d Elect Director Wayne M. Hewett Mgmt For For For
1e Elect Director Donald M. James Mgmt For For For
1f Elect Director Maria R. Morris Mgmt For For For
1g Elect Director Charles H. Noski Mgmt For For For
1h Elect Director Richard B. Payne, Jr. Mgmt For For For
1i Elect Director Juan A. Pujadas Mgmt For For For
1j Elect Director Ronald L. Sargent Mgmt For For For
1k Elect Director Charles W. Scharf Mgmt For For For
1l Elect Director Suzanne M. Vautrinot Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
5 Report on Incentive-Based Compensation and SH Against For For Risks of Material Losses
6 Report on Global Median Gender Pay Gap SH Against Against Against
Ameriprise Financial, Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 03076C106 Record Date: 03/02/2020 Meeting Type: Annual Ticker: AMP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ameriprise Financial, Inc.
Shares Voted: 318,293
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James M. Cracchiolo Mgmt For For For
1b Elect Director Dianne Neal Blixt Mgmt For For For
1c Elect Director Amy DiGeso Mgmt For For For
1d Elect Director Lon R. Greenberg Mgmt For For For
1e Elect Director Jeffrey Noddle Mgmt For For For
1f Elect Director Robert F. Sharpe, Jr. Mgmt For For For
1g Elect Director Brian T. Shea Mgmt For For For
1h Elect Director W. Edward Walter, III Mgmt For For For
1i Elect Director Christopher J. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 1,255,723
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James M. Cracchiolo Mgmt For For For
1b Elect Director Dianne Neal Blixt Mgmt For For For
1c Elect Director Amy DiGeso Mgmt For For For
1d Elect Director Lon R. Greenberg Mgmt For For For
1e Elect Director Jeffrey Noddle Mgmt For For For
1f Elect Director Robert F. Sharpe, Jr. Mgmt For For For
1g Elect Director Brian T. Shea Mgmt For For For
1h Elect Director W. Edward Walter, III Mgmt For For For
1i Elect Director Christopher J. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AstraZeneca Plc
Meeting Date: 04/29/2020 Country: United Kingdom Primary Security ID: G0593M107 Record Date: 04/27/2020 Meeting Type: Annual Ticker: AZN
Shares Voted: 414
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Dividends Mgmt For For For
3 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
5a Re-elect Leif Johansson as Director Mgmt For For For
5b Re-elect Pascal Soriot as Director Mgmt For For For
5c Re-elect Marc Dunoyer as Director Mgmt For For For
5d Re-elect Genevieve Berger as Director Mgmt For For For
5e Re-elect Philip Broadley as Director Mgmt For For For
5f Re-elect Graham Chipchase as Director Mgmt For For For
5g Elect Michel Demare as Director Mgmt For For For
5h Re-elect Deborah DiSanzo as Director Mgmt For For For
5i Re-elect Sheri McCoy as Director Mgmt For For For
5j Re-elect Tony Mok as Director Mgmt For For For
5k Re-elect Nazneen Rahman as Director Mgmt For For For
5l Re-elect Marcus Wallenberg as Director Mgmt For For For
6 Approve Remuneration Report Mgmt For For For
7 Approve Remuneration Policy Mgmt For For For
8 Authorise EU Political Donations and Mgmt For For For Expenditure
9 Authorise Issue of Equity Mgmt For Against Against
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
12 Authorise Market Purchase of Ordinary Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AstraZeneca Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
14 Approve Performance Share Plan Mgmt For For For
Shares Voted: 16,764
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Dividends Mgmt For For For
3 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
5a Re-elect Leif Johansson as Director Mgmt For For For
5b Re-elect Pascal Soriot as Director Mgmt For For For
5c Re-elect Marc Dunoyer as Director Mgmt For For For
5d Re-elect Genevieve Berger as Director Mgmt For For For
5e Re-elect Philip Broadley as Director Mgmt For For For
5f Re-elect Graham Chipchase as Director Mgmt For For For
5g Elect Michel Demare as Director Mgmt For For For
5h Re-elect Deborah DiSanzo as Director Mgmt For For For
5i Re-elect Sheri McCoy as Director Mgmt For For For
5j Re-elect Tony Mok as Director Mgmt For For For
5k Re-elect Nazneen Rahman as Director Mgmt For For For
5l Re-elect Marcus Wallenberg as Director Mgmt For For For
6 Approve Remuneration Report Mgmt For For For
7 Approve Remuneration Policy Mgmt For For For
8 Authorise EU Political Donations and Mgmt For For For Expenditure
9 Authorise Issue of Equity Mgmt For Against Against
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AstraZeneca Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
12 Authorise Market Purchase of Ordinary Shares Mgmt For For For
13 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
14 Approve Performance Share Plan Mgmt For For For
Banner Corporation
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 06652V208 Record Date: 03/02/2020 Meeting Type: Annual Ticker: BANR
Shares Voted: 4,104
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark J. Grescovich Mgmt For For For
1.2 Elect Director David A. Klaue Mgmt For For For
1.3 Elect Director Merline Saintil Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Moss Adams LLP as Auditors Mgmt For For For
Shares Voted: 8,098
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark J. Grescovich Mgmt For For For
1.2 Elect Director David A. Klaue Mgmt For For For
1.3 Elect Director Merline Saintil Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Moss Adams LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Celestica Inc.
Meeting Date: 04/29/2020 Country: Canada Primary Security ID: 15101Q108 Record Date: 03/13/2020 Meeting Type: Annual Ticker: CLS
Shares Voted: 57,158
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert A. Cascella Mgmt For For For
1.2 Elect Director Deepak Chopra Mgmt For For For
1.3 Elect Director Daniel P. DiMaggio Mgmt For For For
1.4 Elect Director Laurette T. Koellner Mgmt For For For
1.5 Elect Director Robert A. Mionis Mgmt For For For
1.6 Elect Director Carol S. Perry Mgmt For For For
1.7 Elect Director Tawfiq Popatia Mgmt For For For
1.8 Elect Director Eamon J. Ryan Mgmt For For For
1.9 Elect Director Michael M. Wilson Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
4 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 23,330
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert A. Cascella Mgmt For For For
1.2 Elect Director Deepak Chopra Mgmt For For For
1.3 Elect Director Daniel P. DiMaggio Mgmt For For For
1.4 Elect Director Laurette T. Koellner Mgmt For For For
1.5 Elect Director Robert A. Mionis Mgmt For For For
1.6 Elect Director Carol S. Perry Mgmt For For For
1.7 Elect Director Tawfiq Popatia Mgmt For For For
1.8 Elect Director Eamon J. Ryan Mgmt For For For
1.9 Elect Director Michael M. Wilson Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Celestica Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
4 Advisory Vote on Executive Compensation Mgmt For For For Approach
Consolidated-Tomoka Land Co.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 210226106 Record Date: 03/05/2020 Meeting Type: Annual Ticker: CTO
Shares Voted: 15,327
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John P. Albright Mgmt For For For
1.2 Elect Director George R. Brokaw Mgmt For For For
1.3 Elect Director Laura M. Franklin Mgmt For For For
1.4 Elect Director R. Blakeslee Gable Mgmt For Against Against
1.5 Elect Director Christopher W. Haga Mgmt For Against Against
1.6 Elect Director Howard C. Serkin Mgmt For Against Against
1.7 Elect Director Casey R. Wold Mgmt For Against Against
2 Ratify Grant Thornton LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Change Company Name to CTO Realty Mgmt For For For Growth, Inc.
Duke Realty Corporation
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 264411505 Record Date: 02/20/2020 Meeting Type: Annual Ticker: DRE
Shares Voted: 753,548
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John P. Case Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Duke Realty Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director James B. Connor Mgmt For For For
1c Elect Director Ngaire E. Cuneo Mgmt For For For
1d Elect Director Charles R. Eitel Mgmt For For For
1e Elect Director Tamara D. Fischer Mgmt For For For
1f Elect Director Norman K. Jenkins Mgmt For For For
1g Elect Director Melanie R. Sabelhaus Mgmt For For For
1h Elect Director Peter M. Scott, III Mgmt For For For
1i Elect Director David P. Stockert Mgmt For For For
1j Elect Director Chris T. Sultemeier Mgmt For For For
1k Elect Director Michael E. Szymanczyk Mgmt For For For
1l Elect Director Warren M. Thompson Mgmt For For For
1m Elect Director Lynn C. Thurber Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 2,670,254
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John P. Case Mgmt For For For
1b Elect Director James B. Connor Mgmt For For For
1c Elect Director Ngaire E. Cuneo Mgmt For For For
1d Elect Director Charles R. Eitel Mgmt For For For
1e Elect Director Tamara D. Fischer Mgmt For For For
1f Elect Director Norman K. Jenkins Mgmt For For For
1g Elect Director Melanie R. Sabelhaus Mgmt For For For
1h Elect Director Peter M. Scott, III Mgmt For For For
1i Elect Director David P. Stockert Mgmt For For For
1j Elect Director Chris T. Sultemeier Mgmt For For For
1k Elect Director Michael E. Szymanczyk Mgmt For For For
1l Elect Director Warren M. Thompson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Duke Realty Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1m Elect Director Lynn C. Thurber Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Global Payments Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 37940X102 Record Date: 03/06/2020 Meeting Type: Annual Ticker: GPN
Shares Voted: 130,769
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director F. Thaddeus Arroyo Mgmt For For For
1b Elect Director Robert H.B. Baldwin, Jr. Mgmt For For For
1c Elect Director John G. Bruno Mgmt For For For
1d Elect Director Kriss Cloninger, III Mgmt For For For
1e Elect Director William I. Jacobs Mgmt For For For
1f Elect Director Joia M. Johnson Mgmt For For For
1g Elect Director Ruth Ann Marshall Mgmt For For For
1h Elect Director Connie D. McDaniel Mgmt For For For
1i Elect Director William B. Plummer Mgmt For For For
1j Elect Director Jeffrey S. Sloan Mgmt For For For
1k Elect Director John T. Turner Mgmt For For For
1l Elect Director M. Troy Woods Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Eliminate Supermajority Vote Requirement Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 415,897
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Global Payments Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director F. Thaddeus Arroyo Mgmt For For For
1b Elect Director Robert H.B. Baldwin, Jr. Mgmt For For For
1c Elect Director John G. Bruno Mgmt For For For
1d Elect Director Kriss Cloninger, III Mgmt For For For
1e Elect Director William I. Jacobs Mgmt For For For
1f Elect Director Joia M. Johnson Mgmt For For For
1g Elect Director Ruth Ann Marshall Mgmt For For For
1h Elect Director Connie D. McDaniel Mgmt For For For
1i Elect Director William B. Plummer Mgmt For For For
1j Elect Director Jeffrey S. Sloan Mgmt For For For
1k Elect Director John T. Turner Mgmt For For For
1l Elect Director M. Troy Woods Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Eliminate Supermajority Vote Requirement Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Hang Lung Properties Ltd.
Meeting Date: 04/29/2020 Country: Hong Kong Primary Security ID: Y30166105 Record Date: 04/23/2020 Meeting Type: Annual Ticker: 101
Shares Voted: 43,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a Elect Nelson Wai Leung Yuen as Director Mgmt For For For
3b Elect Andrew Ka Ching Chan as Director Mgmt For For For
3c Elect Hsin Kang Chang as Director Mgmt For Against Against
3d Elect Adriel Wenbwo Chan as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hang Lung Properties Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3e Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve KPMG as Auditor and Authorize Mgmt For For For Board to Fix Their Remuneration
5 Authorize Repurchase of Issued Share Capital Mgmt For For For
6 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Kimberly-Clark Corporation
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 494368103 Record Date: 03/02/2020 Meeting Type: Annual Ticker: KMB
Shares Voted: 24
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Abelardo E. Bru Mgmt For For For
1.2 Elect Director Robert W. Decherd Mgmt For For For
1.3 Elect Director Michael D. Hsu Mgmt For For For
1.4 Elect Director Mae C. Jemison Mgmt For For For
1.5 Elect Director S. Todd Maclin Mgmt For For For
1.6 Elect Director Sherilyn S. McCoy Mgmt For For For
1.7 Elect Director Christa S. Quarles Mgmt For For For
1.8 Elect Director Ian C. Read Mgmt For For For
1.9 Elect Director Dunia A. Shive Mgmt For For For
1.10 Elect Director Mark T. Smucker Mgmt For For For
1.11 Elect Director Michael D. White Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kimberly-Clark Corporation
Shares Voted: 146,599
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Abelardo E. Bru Mgmt For For For
1.2 Elect Director Robert W. Decherd Mgmt For For For
1.3 Elect Director Michael D. Hsu Mgmt For For For
1.4 Elect Director Mae C. Jemison Mgmt For For For
1.5 Elect Director S. Todd Maclin Mgmt For For For
1.6 Elect Director Sherilyn S. McCoy Mgmt For For For
1.7 Elect Director Christa S. Quarles Mgmt For For For
1.8 Elect Director Ian C. Read Mgmt For For For
1.9 Elect Director Dunia A. Shive Mgmt For For For
1.10 Elect Director Mark T. Smucker Mgmt For For For
1.11 Elect Director Michael D. White Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Marathon Petroleum Corporation
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 56585A102 Record Date: 03/02/2020 Meeting Type: Annual Ticker: MPC
Shares Voted: 9,309,018
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2a Elect Director Steven A. Davis Mgmt For For For
2b Elect Director J. Michael Stice Mgmt For For For
2c Elect Director John P. Surma Mgmt For For For
2d Elect Director Susan Tomasky Mgmt For For For
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Marathon Petroleum Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Adopt Simple Majority Vote SH For For For
6 Report on Integrating Community Impacts SH Against Against Against Into Executive Compensation Program
Shares Voted: 4,101,375
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2a Elect Director Steven A. Davis Mgmt For For For
2b Elect Director J. Michael Stice Mgmt For For For
2c Elect Director John P. Surma Mgmt For For For
2d Elect Director Susan Tomasky Mgmt For For For
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Adopt Simple Majority Vote SH For For For
6 Report on Integrating Community Impacts SH Against Against Against Into Executive Compensation Program
National General Holdings Corp.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 636220303 Record Date: 03/06/2020 Meeting Type: Annual Ticker: NGHC
Shares Voted: 1,968,782
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Donald T. DeCarlo Mgmt For Withhold Withhold
1.2 Elect Director Patrick Fallon Mgmt For For For
1.3 Elect Director Barry Karfunkel Mgmt For For For
1.4 Elect Director Robert Karfunkel Mgmt For For For
1.5 Elect Director John Marshaleck Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
National General Holdings Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director John "Jay" D. Nichols, Jr. Mgmt For For For
1.7 Elect Director Barbara Paris Mgmt For For For
1.8 Elect Director Barry D. Zyskind Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
Shares Voted: 336,708
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Donald T. DeCarlo Mgmt For Withhold Withhold
1.2 Elect Director Patrick Fallon Mgmt For For For
1.3 Elect Director Barry Karfunkel Mgmt For For For
1.4 Elect Director Robert Karfunkel Mgmt For For For
1.5 Elect Director John Marshaleck Mgmt For Withhold Withhold
1.6 Elect Director John "Jay" D. Nichols, Jr. Mgmt For For For
1.7 Elect Director Barbara Paris Mgmt For For For
1.8 Elect Director Barry D. Zyskind Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
Ovintiv, Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 69047Q102 Record Date: 03/06/2020 Meeting Type: Annual Ticker: OVV
Shares Voted: 116,623
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ovintiv, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2a Elect Director Peter A. Dea Mgmt For For For
2b Elect Director Fred J. Fowler Mgmt For For For
2c Elect Director Howard J. Mayson Mgmt For For For
2d Elect Director Lee A. McIntire Mgmt For For For
2e Elect Director Margaret A. McKenzie Mgmt For For For
2f Elect Director Steven W. Nance Mgmt For For For
2g Elect Director Suzanne P. Nimocks Mgmt For For For
2h Elect Director Thomas G. Ricks Mgmt For For For
2i Elect Director Brian G. Shaw Mgmt For For For
2j Elect Director Douglas J. Suttles Mgmt For For For
2k Elect Director Bruce G. Waterman Mgmt For For For
2l Elect Director Clayton H. Woitas Mgmt For For For
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Report on Climate Change SH Against Refer For
Shares Voted: 308
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
2a Elect Director Peter A. Dea Mgmt For For For
2b Elect Director Fred J. Fowler Mgmt For For For
2c Elect Director Howard J. Mayson Mgmt For For For
2d Elect Director Lee A. McIntire Mgmt For For For
2e Elect Director Margaret A. McKenzie Mgmt For For For
2f Elect Director Steven W. Nance Mgmt For For For
2g Elect Director Suzanne P. Nimocks Mgmt For For For
2h Elect Director Thomas G. Ricks Mgmt For For For
2i Elect Director Brian G. Shaw Mgmt For For For
2j Elect Director Douglas J. Suttles Mgmt For For For
2k Elect Director Bruce G. Waterman Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ovintiv, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2l Elect Director Clayton H. Woitas Mgmt For For For
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Report on Climate Change SH Against Refer For
Persimmon Plc
Meeting Date: 04/29/2020 Country: United Kingdom Primary Security ID: G70202109 Record Date: 04/27/2020 Meeting Type: Annual Ticker: PSN
Shares Voted: 617,980
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For Abstain Abstain
3 Approve Remuneration Policy Mgmt For For For
4 Approve Remuneration Report Mgmt For For For
5 Re-elect Roger Devlin as Director Mgmt For For For
6 Re-elect David Jenkinson as Director Mgmt For For For
7 Re-elect Michael Killoran as Director Mgmt For For For
8 Re-elect Nigel Mills as Director Mgmt For For For
9 Re-elect Rachel Kentleton as Director Mgmt For For For
10 Re-elect Simon Litherland as Director Mgmt For For For
11 Re-elect Marion Sears as Director Mgmt For For For
12 Elect Joanna Place as Director Mgmt For For For
13 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise Issue of Equity Mgmt For For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For
18 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Persimmon Plc
Shares Voted: 573,985
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For Abstain Abstain
3 Approve Remuneration Policy Mgmt For For For
4 Approve Remuneration Report Mgmt For For For
5 Re-elect Roger Devlin as Director Mgmt For For For
6 Re-elect David Jenkinson as Director Mgmt For For For
7 Re-elect Michael Killoran as Director Mgmt For For For
8 Re-elect Nigel Mills as Director Mgmt For For For
9 Re-elect Rachel Kentleton as Director Mgmt For For For
10 Re-elect Simon Litherland as Director Mgmt For For For
11 Re-elect Marion Sears as Director Mgmt For For For
12 Elect Joanna Place as Director Mgmt For For For
13 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise Issue of Equity Mgmt For For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For
18 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Prologis, Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 74340W103 Record Date: 03/06/2020 Meeting Type: Annual Ticker: PLD
Shares Voted: 245,055
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hamid R. Moghadam Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Prologis, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Cristina G. Bita Mgmt For For For
1c Elect Director George L. Fotiades Mgmt For For For
1d Elect Director Lydia H. Kennard Mgmt For For For
1e Elect Director Irving F. Lyons, III Mgmt For For For
1f Elect Director Avid Modjtabai Mgmt For For For
1g Elect Director David P. O'Connor Mgmt For For For
1h Elect Director Olivier Piani Mgmt For For For
1i Elect Director Jeffrey L. Skelton Mgmt For For For
1j Elect Director Carl B. Webb Mgmt For For For
1k Elect Director William D. Zollars Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Increase Authorized Common Stock Mgmt For Against Against
5 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 837,834
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hamid R. Moghadam Mgmt For For For
1b Elect Director Cristina G. Bita Mgmt For For For
1c Elect Director George L. Fotiades Mgmt For For For
1d Elect Director Lydia H. Kennard Mgmt For For For
1e Elect Director Irving F. Lyons, III Mgmt For For For
1f Elect Director Avid Modjtabai Mgmt For For For
1g Elect Director David P. O'Connor Mgmt For For For
1h Elect Director Olivier Piani Mgmt For For For
1i Elect Director Jeffrey L. Skelton Mgmt For For For
1j Elect Director Carl B. Webb Mgmt For For For
1k Elect Director William D. Zollars Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Prologis, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Omnibus Stock Plan Mgmt For For For
4 Increase Authorized Common Stock Mgmt For Against Against
5 Ratify KPMG LLP as Auditors Mgmt For For For
Regency Centers Corporation
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 758849103 Record Date: 03/09/2020 Meeting Type: Annual Ticker: REG
Shares Voted: 647,204
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Martin E. Stein, Jr. Mgmt For For For
1b Elect Director Joseph F. Azrack Mgmt For For For
1c Elect Director Bryce Blair Mgmt For For For
1d Elect Director C. Ronald Blankenship Mgmt For For For
1e Elect Director Deirdre J. Evens Mgmt For For For
1f Elect Director Thomas W. Furphy Mgmt For For For
1g Elect Director Karin M. Klein Mgmt For For For
1h Elect Director Peter D. Linneman Mgmt For For For
1i Elect Director David P. O'Connor Mgmt For For For
1j Elect Director Lisa Palmer Mgmt For For For
1k Elect Director Thomas G. Wattles Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 2,040,149
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Martin E. Stein, Jr. Mgmt For For For
1b Elect Director Joseph F. Azrack Mgmt For For For
1c Elect Director Bryce Blair Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Regency Centers Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director C. Ronald Blankenship Mgmt For For For
1e Elect Director Deirdre J. Evens Mgmt For For For
1f Elect Director Thomas W. Furphy Mgmt For For For
1g Elect Director Karin M. Klein Mgmt For For For
1h Elect Director Peter D. Linneman Mgmt For For For
1i Elect Director David P. O'Connor Mgmt For For For
1j Elect Director Lisa Palmer Mgmt For For For
1k Elect Director Thomas G. Wattles Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Sabre Corporation
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 78573M104 Record Date: 03/02/2020 Meeting Type: Annual Ticker: SABR
Shares Voted: 25,905
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director George R. Bravante, Jr. Mgmt For For For
1.2 Elect Director Renee James Mgmt For For For
1.3 Elect Director Gary Kusin Mgmt For For For
1.4 Elect Director Gail Mandel Mgmt For For For
1.5 Elect Director Sean Menke Mgmt For For For
1.6 Elect Director Joseph Osnoss Mgmt For For For
1.7 Elect Director Zane Rowe Mgmt For For For
1.8 Elect Director John Siciliano Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 36,910
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sabre Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director George R. Bravante, Jr. Mgmt For For For
1.2 Elect Director Renee James Mgmt For For For
1.3 Elect Director Gary Kusin Mgmt For For For
1.4 Elect Director Gail Mandel Mgmt For For For
1.5 Elect Director Sean Menke Mgmt For For For
1.6 Elect Director Joseph Osnoss Mgmt For For For
1.7 Elect Director Zane Rowe Mgmt For For For
1.8 Elect Director John Siciliano Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Starwood Property Trust, Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 85571B105 Record Date: 03/03/2020 Meeting Type: Annual Ticker: STWD
Shares Voted: 518,284
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard D. Bronson Mgmt For Withhold Withhold
1.2 Elect Director Jeffrey G. Dishner Mgmt For For For
1.3 Elect Director Camille J. Douglas Mgmt For Withhold Withhold
1.4 Elect Director Solomon J. Kumin Mgmt For For For
1.5 Elect Director Fred S. Ridley Mgmt For Withhold Withhold
1.6 Elect Director Barry S. Sternlicht Mgmt For For For
1.7 Elect Director Strauss Zelnick Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 19,844
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard D. Bronson Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Starwood Property Trust, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Jeffrey G. Dishner Mgmt For For For
1.3 Elect Director Camille J. Douglas Mgmt For Withhold Withhold
1.4 Elect Director Solomon J. Kumin Mgmt For For For
1.5 Elect Director Fred S. Ridley Mgmt For Withhold Withhold
1.6 Elect Director Barry S. Sternlicht Mgmt For For For
1.7 Elect Director Strauss Zelnick Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Textron Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 883203101 Record Date: 03/02/2020 Meeting Type: Annual Ticker: TXT
Shares Voted: 891,221
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Scott C. Donnelly Mgmt For For For
1b Elect Director Kathleen M. Bader Mgmt For For For
1c Elect Director R. Kerry Clark Mgmt For For For
1d Elect Director James T. Conway Mgmt For For For
1e Elect Director Paul E. Gagne Mgmt For For For
1f Elect Director Ralph D. Heath Mgmt For For For
1g Elect Director Deborah Lee James Mgmt For For For
1h Elect Director Lionel L. Nowell, III Mgmt For For For
1i Elect Director James L. Ziemer Mgmt For For For
1j Elect Director Maria T. Zuber Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Textron Inc.
Shares Voted: 2,188,764
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Scott C. Donnelly Mgmt For For For
1b Elect Director Kathleen M. Bader Mgmt For For For
1c Elect Director R. Kerry Clark Mgmt For For For
1d Elect Director James T. Conway Mgmt For For For
1e Elect Director Paul E. Gagne Mgmt For For For
1f Elect Director Ralph D. Heath Mgmt For For For
1g Elect Director Deborah Lee James Mgmt For For For
1h Elect Director Lionel L. Nowell, III Mgmt For For For
1i Elect Director James L. Ziemer Mgmt For For For
1j Elect Director Maria T. Zuber Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
UBS Group AG
Meeting Date: 04/29/2020 Country: Switzerland Primary Security ID: H42097107 Record Date: Meeting Type: Annual Ticker: UBSG
Shares Voted: 1,412,355
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For of USD 0.365 per Share
4 Approve Discharge of Board and Senior Mgmt For For For Management for Fiscal 2019, excluding French Cross-Border Matter
5.1 Reelect Axel Weber as Director and Board Mgmt For For For Chairman
5.2 Reelect Jeremy Anderson as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UBS Group AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.3 Reelect William Dudley as Director Mgmt For For For
5.4 Reelect Reto Francioni as Director Mgmt For For For
5.5 Reelect Fred Hu as Director Mgmt For For For
5.6 Reelect Julie Richardson as Director Mgmt For For For
5.7 Reelect Beatrice di Mauro as Director Mgmt For For For
5.8 Reelect Dieter Wemmer as Director Mgmt For For For
5.9 Reelect Jeanette Wong as Director Mgmt For For For
6.1 Elect Mark Hughes as Director Mgmt For For For
6.2 Elect Nathalie Rachou as Director Mgmt For For For
7.1 Appoint Julie Richardson as Member of the Mgmt For For For Compensation Committee
7.2 Appoint Reto Francioni as Member of the Mgmt For For For Compensation Committee
7.3 Appoint Dieter Wemmer as Member of the Mgmt For For For Compensation Committee
7.4 Appoint Jeanette Wong as Member of the Mgmt For For For Compensation Committee
8.1 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 13 Million
8.2 Approve Variable Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 70.3 Million
8.3 Approve Fixed Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 33 Million
9 Designate ADB Altorfer Duss & Beilstein AG Mgmt For For For as Independent Proxy
10 Ratify Ernst & Young AG as Auditors Mgmt For For For
11 Transact Other Business (Voting) Mgmt For Against Against
Shares Voted: 1,294,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For Refer For Reports
2 Approve Remuneration Report Mgmt For Refer For
3 Approve Allocation of Income and Dividends Mgmt For Refer For of USD 0.365 per Share Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UBS Group AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Discharge of Board and Senior Mgmt For Refer For Management for Fiscal 2019, excluding French Cross-Border Matter
5.1 Reelect Axel Weber as Director and Board Mgmt For Refer For Chairman
5.2 Reelect Jeremy Anderson as Director Mgmt For Refer For
5.3 Reelect William Dudley as Director Mgmt For Refer For
5.4 Reelect Reto Francioni as Director Mgmt For Refer For
5.5 Reelect Fred Hu as Director Mgmt For Refer For
5.6 Reelect Julie Richardson as Director Mgmt For Refer For
5.7 Reelect Beatrice di Mauro as Director Mgmt For Refer For
5.8 Reelect Dieter Wemmer as Director Mgmt For Refer For
5.9 Reelect Jeanette Wong as Director Mgmt For Refer For
6.1 Elect Mark Hughes as Director Mgmt For Refer For
6.2 Elect Nathalie Rachou as Director Mgmt For Refer For
7.1 Appoint Julie Richardson as Member of the Mgmt For Refer For Compensation Committee
7.2 Appoint Reto Francioni as Member of the Mgmt For Refer For Compensation Committee
7.3 Appoint Dieter Wemmer as Member of the Mgmt For Refer For Compensation Committee
7.4 Appoint Jeanette Wong as Member of the Mgmt For Refer For Compensation Committee
8.1 Approve Remuneration of Directors in the Mgmt For Refer For Amount of CHF 13 Million
8.2 Approve Variable Remuneration of Executive Mgmt For Refer For Committee in the Amount of CHF 70.3 Million
8.3 Approve Fixed Remuneration of Executive Mgmt For Refer For Committee in the Amount of CHF 33 Million
9 Designate ADB Altorfer Duss & Beilstein AG Mgmt For Refer For as Independent Proxy
10 Ratify Ernst & Young AG as Auditors Mgmt For Refer For
11 Transact Other Business (Voting) Mgmt For Refer Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UBS Group AG
Meeting Date: 04/29/2020 Country: Switzerland Primary Security ID: H42097107 Record Date: Meeting Type: Annual Ticker: UBSG
Shares Voted: 27,429
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Share Re-registration Consent Mgmt For For For
Unilever Plc
Meeting Date: 04/29/2020 Country: United Kingdom Primary Security ID: G92087165 Record Date: 04/27/2020 Meeting Type: Annual Ticker: ULVR
Shares Voted: 154,014
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Re-elect Nils Andersen as Director Mgmt For For For
4 Re-elect Laura Cha as Director Mgmt For For For
5 Re-elect Vittorio Colao as Director Mgmt For For For
6 Re-elect Dr Judith Hartmann as Director Mgmt For For For
7 Re-elect Alan Jope as Director Mgmt For For For
8 Re-elect Andrea Jung as Director Mgmt For For For
9 Re-elect Susan Kilsby as Director Mgmt For For For
10 Re-elect Strive Masiyiwa as Director Mgmt For For For
11 Re-elect Youngme Moon as Director Mgmt For For For
12 Re-elect Graeme Pitkethly as Director Mgmt For For For
13 Re-elect John Rishton as Director Mgmt For For For
14 Re-elect Feike Sijbesma as Director Mgmt For For For
15 Reappoint KPMG LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
17 Authorise EU Political Donations and Mgmt For For For Expenditure Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unilever Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Authorise Issue of Equity Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
21 Authorise Market Purchase of Ordinary Shares Mgmt For For For
22 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 365,909
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Re-elect Nils Andersen as Director Mgmt For For For
4 Re-elect Laura Cha as Director Mgmt For For For
5 Re-elect Vittorio Colao as Director Mgmt For For For
6 Re-elect Dr Judith Hartmann as Director Mgmt For For For
7 Re-elect Alan Jope as Director Mgmt For For For
8 Re-elect Andrea Jung as Director Mgmt For For For
9 Re-elect Susan Kilsby as Director Mgmt For For For
10 Re-elect Strive Masiyiwa as Director Mgmt For For For
11 Re-elect Youngme Moon as Director Mgmt For For For
12 Re-elect Graeme Pitkethly as Director Mgmt For For For
13 Re-elect John Rishton as Director Mgmt For For For
14 Re-elect Feike Sijbesma as Director Mgmt For For For
15 Reappoint KPMG LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
17 Authorise EU Political Donations and Mgmt For For For Expenditure
18 Authorise Issue of Equity Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unilever Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
21 Authorise Market Purchase of Ordinary Shares Mgmt For For For
22 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Vistra Energy Corp.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 92840M102 Record Date: 03/16/2020 Meeting Type: Annual Ticker: VST
Shares Voted: 9,892,695
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
If Proposal 1 is Approved, Elect the Following Mgmt 10 Directors:
2.1 Elect Director Hilary E. Ackermann Mgmt For For For
2.2 Elect Director Arcilia C. Acosta Mgmt For For For
2.3 Elect Director Gavin R. Baiera Mgmt For For For
2.4 Elect Director Paul M. Barbas Mgmt For For For
2.5 Elect Director Lisa Crutchfield Mgmt For For For
2.6 Elect Director Brian K. Ferraioli Mgmt For For For
2.7 Elect Director Scott B. Helm Mgmt For For For
2.8 Elect Director Jeff D. Hunter Mgmt For For For
2.9 Elect Director Curtis A. Morgan Mgmt For For For
2.10 Elect Director John R. (JR) Sult Mgmt For For For
If Proposal 1 is Not Approved, Elect the Mgmt Following Four Directors:
3.1 Elect Director Gavin R. Baiera Mgmt For For For
3.2 Elect Director Scott B. Helm Mgmt For For For
3.3 Elect Director Curtis A. Morgan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Vistra Energy Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.4 Elect Director John R. (JR) Sult Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 5,988,943
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
If Proposal 1 is Approved, Elect the Following Mgmt 10 Directors:
2.1 Elect Director Hilary E. Ackermann Mgmt For For For
2.2 Elect Director Arcilia C. Acosta Mgmt For For For
2.3 Elect Director Gavin R. Baiera Mgmt For For For
2.4 Elect Director Paul M. Barbas Mgmt For For For
2.5 Elect Director Lisa Crutchfield Mgmt For For For
2.6 Elect Director Brian K. Ferraioli Mgmt For For For
2.7 Elect Director Scott B. Helm Mgmt For For For
2.8 Elect Director Jeff D. Hunter Mgmt For For For
2.9 Elect Director Curtis A. Morgan Mgmt For For For
2.10 Elect Director John R. (JR) Sult Mgmt For For For
If Proposal 1 is Not Approved, Elect the Mgmt Following Four Directors:
3.1 Elect Director Gavin R. Baiera Mgmt For For For
3.2 Elect Director Scott B. Helm Mgmt For For For
3.3 Elect Director Curtis A. Morgan Mgmt For For For
3.4 Elect Director John R. (JR) Sult Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Banco Macro SA
Meeting Date: 04/30/2020 Country: Argentina Primary Security ID: P1047V123 Record Date: 03/30/2020 Meeting Type: Annual/Special Ticker: BMA
Shares Voted: 17,714
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary and Extraordinary Meeting Agenda - Mgmt Item 5 is Extraordinary
1 Designate Two Shareholders to Sign Minutes Mgmt For For For of Meeting
2 Consider Financial Statements and Statutory Mgmt For For For Reports
3 Consider Discharge of Directors and Internal Mgmt For For For Statutory Auditors Committee
4 Consider Allocation of Non-Assigned Results Mgmt For For For in the Amount of ARS 40.59 Billion
5 Consider Cash Dividends Charged to Mgmt For For For Company's Reserve for Future Distributions in the Amount of ARS 12.79 Billion
6 Consider Remuneration of Directors Mgmt For For For
7 Consider Remuneration of Internal Statutory Mgmt For For For Auditors Committee
8 Consider Remuneration of Auditors Mgmt For For For
9.1 Elect Jorge Horacio Brito as Director for a Mgmt For Against Against Three-Year Term
9.2 Elect Delfin Federico Ezequiel Carballo as Mgmt For Against Against Director for a Three-Year Term
9.3 Elect Director for a Three-Year Term Mgmt For Against Against Nominated by FGS-ANSES
9.4 Elect Director to Replace Juan Martin Monge Mgmt For Against Against Varela for a One-Year Term
9.5 Elect Director to Replace Martin Estanislao Mgmt For Against Against Gorosito for a Two-Year Term
9.6 Elect Alternate Director to Replace Alejandro Mgmt For Against Against Guillermo Chiti for a Two-Year Term
10 Fix Number of and Elect Members and their Mgmt For For For Alternates of Internal Statutory Auditors for a One-Year Term
11 Appoint Auditors Mgmt For For For
12 Approve Budget of Audit Committee Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Banco Macro SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 20,317
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary and Extraordinary Meeting Agenda - Mgmt Item 5 is Extraordinary
1 Designate Two Shareholders to Sign Minutes Mgmt For For For of Meeting
2 Consider Financial Statements and Statutory Mgmt For For For Reports
3 Consider Discharge of Directors and Internal Mgmt For For For Statutory Auditors Committee
4 Consider Allocation of Non-Assigned Results Mgmt For For For in the Amount of ARS 40.59 Billion
5 Consider Cash Dividends Charged to Mgmt For For For Company's Reserve for Future Distributions in the Amount of ARS 12.79 Billion
6 Consider Remuneration of Directors Mgmt For For For
7 Consider Remuneration of Internal Statutory Mgmt For For For Auditors Committee
8 Consider Remuneration of Auditors Mgmt For For For
9.1 Elect Jorge Horacio Brito as Director for a Mgmt For Against Against Three-Year Term
9.2 Elect Delfin Federico Ezequiel Carballo as Mgmt For Against Against Director for a Three-Year Term
9.3 Elect Director for a Three-Year Term Mgmt For Against Against Nominated by FGS-ANSES
9.4 Elect Director to Replace Juan Martin Monge Mgmt For Against Against Varela for a One-Year Term
9.5 Elect Director to Replace Martin Estanislao Mgmt For Against Against Gorosito for a Two-Year Term
9.6 Elect Alternate Director to Replace Alejandro Mgmt For Against Against Guillermo Chiti for a Two-Year Term
10 Fix Number of and Elect Members and their Mgmt For For For Alternates of Internal Statutory Auditors for a One-Year Term
11 Appoint Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Banco Macro SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
12 Approve Budget of Audit Committee Mgmt For For For
13 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
British American Tobacco plc
Meeting Date: 04/30/2020 Country: United Kingdom Primary Security ID: G1510J102 Record Date: 04/28/2020 Meeting Type: Annual Ticker: BATS
Shares Voted: 5,931
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For Against Against
3 Reappoint KPMG LLP as Auditors Mgmt For For For
4 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
5 Re-elect Jack Bowles as Director Mgmt For For For
6 Re-elect Richard Burrows as Director Mgmt For For For
7 Re-elect Sue Farr as Director Mgmt For For For
8 Re-elect Dr Marion Helmes as Director Mgmt For Against Against
9 Re-elect Luc Jobin as Director Mgmt For For For
10 Re-elect Holly Koeppel as Director Mgmt For For For
11 Re-elect Savio Kwan as Director Mgmt For For For
12 Re-elect Dimitri Panayotopoulos as Director Mgmt For For For
13 Elect Jeremy Fowden as Director Mgmt For For For
14 Elect Tadeu Marroco as Director Mgmt For For For
15 Authorise Issue of Equity Mgmt For Against Against
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For
18 Approve Restricted Share Plan Mgmt For For For
19 Authorise EU Political Donations and Mgmt For For For Expenditure Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
British American Tobacco plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
20 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
British American Tobacco plc
Meeting Date: 04/30/2020 Country: United Kingdom Primary Security ID: G1510J102 Record Date: 03/20/2020 Meeting Type: Annual Ticker: BATS
Shares Voted: 3,840
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For Against Against
3 Reappoint KPMG LLP as Auditors Mgmt For For For
4 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
5 Re-elect Jack Bowles as Director Mgmt For For For
6 Re-elect Richard Burrows as Director Mgmt For For For
7 Re-elect Sue Farr as Director Mgmt For For For
8 Re-elect Dr Marion Helmes as Director Mgmt For Against Against
9 Re-elect Luc Jobin as Director Mgmt For For For
10 Re-elect Holly Koeppel as Director Mgmt For For For
11 Re-elect Savio Kwan as Director Mgmt For For For
12 Re-elect Dimitri Panayotopoulos as Director Mgmt For For For
13 Elect Jeremy Fowden as Director Mgmt For For For
14 Elect Tadeu Marroco as Director Mgmt For For For
15 Authorise Issue of Equity Mgmt For Against Against
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For
18 Approve Restricted Share Plan Mgmt For For For
19 Authorise EU Political Donations and Mgmt For For For Expenditure Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
British American Tobacco plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
20 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 514,207
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For Against Against
3 Reappoint KPMG LLP as Auditors Mgmt For For For
4 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
5 Re-elect Jack Bowles as Director Mgmt For For For
6 Re-elect Richard Burrows as Director Mgmt For For For
7 Re-elect Sue Farr as Director Mgmt For For For
8 Re-elect Dr Marion Helmes as Director Mgmt For Against Against
9 Re-elect Luc Jobin as Director Mgmt For For For
10 Re-elect Holly Koeppel as Director Mgmt For For For
11 Re-elect Savio Kwan as Director Mgmt For For For
12 Re-elect Dimitri Panayotopoulos as Director Mgmt For For For
13 Elect Jeremy Fowden as Director Mgmt For For For
14 Elect Tadeu Marroco as Director Mgmt For For For
15 Authorise Issue of Equity Mgmt For Against Against
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For
18 Approve Restricted Share Plan Mgmt For For For
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capital One Financial Corporation
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 14040H105 Record Date: 03/03/2020 Meeting Type: Annual Ticker: COF
Shares Voted: 415,395
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard D. Fairbank Mgmt For For For
1b Elect Director Aparna Chennapragada Mgmt For For For
1c Elect Director Ann Fritz Hackett Mgmt For For For
1d Elect Director Peter Thomas Killalea Mgmt For For For
1e Elect Director Cornelis "Eli" Leenaars Mgmt For For For
1f Elect Director Pierre E. Leroy Mgmt For For For
1g Elect Director Francois Locoh-Donou Mgmt For For For
1h Elect Director Peter E. Raskind Mgmt For For For
1i Elect Director Eileen Serra Mgmt For For For
1j Elect Director Mayo A. Shattuck, III Mgmt For For For
1k Elect Director Bradford H. Warner Mgmt For For For
1l Elect Director Catherine G. West Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Provide Right to Act by Written Consent Mgmt For For For
5 Require Independent Board Chairman SH Against For For
Shares Voted: 67,106
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard D. Fairbank Mgmt For For For
1b Elect Director Aparna Chennapragada Mgmt For For For
1c Elect Director Ann Fritz Hackett Mgmt For For For
1d Elect Director Peter Thomas Killalea Mgmt For For For
1e Elect Director Cornelis "Eli" Leenaars Mgmt For For For
1f Elect Director Pierre E. Leroy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capital One Financial Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1g Elect Director Francois Locoh-Donou Mgmt For For For
1h Elect Director Peter E. Raskind Mgmt For For For
1i Elect Director Eileen Serra Mgmt For For For
1j Elect Director Mayo A. Shattuck, III Mgmt For For For
1k Elect Director Bradford H. Warner Mgmt For For For
1l Elect Director Catherine G. West Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Provide Right to Act by Written Consent Mgmt For For For
5 Require Independent Board Chairman SH Against For For
DBS Group Holdings Ltd.
Meeting Date: 04/30/2020 Country: Singapore Primary Security ID: Y20246107 Record Date: Meeting Type: Annual Ticker: D05
Shares Voted: 1,431,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Adopt Financial Statements and Directors' and Mgmt For For For Auditors' Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Directors' Fees Mgmt For For For
4 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
5 Elect Peter Seah Lim Huat as Director Mgmt For Against Against
6 Elect Ho Tian Yee as Director Mgmt For For For
7 Elect Olivier Lim Tse Ghow as Director Mgmt For For For
8 Elect Ow Foong Pheng as Director Mgmt For Against Against
9 Approve Grant of Awards and Issuance of Mgmt For For For Shares Under the DBSH Share Plan
10 Approve Grant of Awards and Issuance of Mgmt For For For Shares Under the California Sub-Plan to the DBSH Share Plan Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DBS Group Holdings Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities with or without Preemptive Rights
12 Approve Issuance of Shares Pursuant to the Mgmt For For For DBSH Scrip Dividend Scheme
13 Authorize Share Repurchase Program Mgmt For For For
Shares Voted: 859,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Adopt Financial Statements and Directors' and Mgmt For For For Auditors' Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Directors' Fees Mgmt For For For
4 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
5 Elect Peter Seah Lim Huat as Director Mgmt For Against Against
6 Elect Ho Tian Yee as Director Mgmt For For For
7 Elect Olivier Lim Tse Ghow as Director Mgmt For For For
8 Elect Ow Foong Pheng as Director Mgmt For Against Against
9 Approve Grant of Awards and Issuance of Mgmt For For For Shares Under the DBSH Share Plan
10 Approve Grant of Awards and Issuance of Mgmt For For For Shares Under the California Sub-Plan to the DBSH Share Plan
11 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities with or without Preemptive Rights
12 Approve Issuance of Shares Pursuant to the Mgmt For For For DBSH Scrip Dividend Scheme
13 Authorize Share Repurchase Program Mgmt For For For
EchoStar Corporation
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 278768106 Record Date: 03/03/2020 Meeting Type: Annual Ticker: SATS Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
EchoStar Corporation
Shares Voted: 19,246
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director R. Stanton Dodge Mgmt For For For
1.2 Elect Director Michael T. Dugan Mgmt For For For
1.3 Elect Director Charles W. Ergen Mgmt For For For
1.4 Elect Director Anthony M. Federico Mgmt For Withhold Withhold
1.5 Elect Director Pradman P. Kaul Mgmt For For For
1.6 Elect Director C. Michael Schroeder Mgmt For Withhold Withhold
1.7 Elect Director Jeffrey R. Tarr Mgmt For Withhold Withhold
1.8 Elect Director William D. Wade Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 20,114
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director R. Stanton Dodge Mgmt For For For
1.2 Elect Director Michael T. Dugan Mgmt For For For
1.3 Elect Director Charles W. Ergen Mgmt For For For
1.4 Elect Director Anthony M. Federico Mgmt For Withhold Withhold
1.5 Elect Director Pradman P. Kaul Mgmt For For For
1.6 Elect Director C. Michael Schroeder Mgmt For Withhold Withhold
1.7 Elect Director Jeffrey R. Tarr Mgmt For Withhold Withhold
1.8 Elect Director William D. Wade Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
EOG Resources, Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 26875P101 Record Date: 03/06/2020 Meeting Type: Annual Ticker: EOG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
EOG Resources, Inc.
Shares Voted: 74
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Janet F. Clark Mgmt For For For
1b Elect Director Charles R. Crisp Mgmt For For For
1c Elect Director Robert P. Daniels Mgmt For For For
1d Elect Director James C. Day Mgmt For For For
1e Elect Director C. Christopher Gaut Mgmt For For For
1f Elect Director Julie J. Robertson Mgmt For For For
1g Elect Director Donald F. Textor Mgmt For For For
1h Elect Director William R. Thomas Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Ferro Corporation
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 315405100 Record Date: 03/12/2020 Meeting Type: Annual Ticker: FOE
Shares Voted: 292
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David A. Lorber Mgmt For For For
1.2 Elect Director Marran H. Ogilvie Mgmt For For For
1.3 Elect Director Andrew M. Ross Mgmt For For For
1.4 Elect Director Allen A. Spizzo Mgmt For For For
1.5 Elect Director Peter T. Thomas Mgmt For For For
1.6 Elect Director Ronald P. Vargo Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fibra Uno Administracion SA de CV
Meeting Date: 04/30/2020 Country: Mexico Primary Security ID: P3515D163 Record Date: 04/22/2020 Meeting Type: Annual Ticker: FUNO11
Shares Voted: 339,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Holders of REITs - ISIN Mgmt MXCFFU000001
1.i Accept Reports of Audit, Corporate Practices, Mgmt For For For Nominating and Remuneration Committees
1.ii Accept Technical Committee Report on Mgmt For For For Compliance in Accordance to Article 172 of General Mercantile Companies Law
1.iii Accept Report of Trust Managers in Mgmt For For For Accordance to Article 44-XI of Securities Market Law, Including Technical Committee's Opinion on that Report
1.iv Accept Technical Committee Report on Mgmt For For For Operations and Activities Undertaken
2 Approve Financial Statements and Allocation Mgmt For For For of Income
3.a Elect or Ratify Ignacio Trigueros Legarreta as Mgmt For Against Against Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.b Elect or Ratify Antonio Hugo Franck Cabrera Mgmt For Against Against as Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.c Elect or Ratify Ruben Goldberg Javkin as Mgmt For For For Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.d Elect or Ratify Herminio Blanco Mendoza as Mgmt For Against Against Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.e Elect or Ratify Alberto Felipe Mulas Alonso as Mgmt For For For Member of Technical Committee (Proposed by Nominations and Compensations Committee)
4 Elect or Ratify Members, Alternates and Mgmt For Against Against Secretary (Non-Member) of Technical Committee; Verify Independence Classification
5 Approve Remuneration of Technical Mgmt For For For Committee Members Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fibra Uno Administracion SA de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Appoint Legal Representatives Mgmt For For For
7 Approve Minutes of Meeting Mgmt For For For
Shares Voted: 129,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Holders of REITs - ISIN Mgmt MXCFFU000001
1.i Accept Reports of Audit, Corporate Practices, Mgmt For For For Nominating and Remuneration Committees
1.ii Accept Technical Committee Report on Mgmt For For For Compliance in Accordance to Article 172 of General Mercantile Companies Law
1.iii Accept Report of Trust Managers in Mgmt For For For Accordance to Article 44-XI of Securities Market Law, Including Technical Committee's Opinion on that Report
1.iv Accept Technical Committee Report on Mgmt For For For Operations and Activities Undertaken
2 Approve Financial Statements and Allocation Mgmt For For For of Income
3.a Elect or Ratify Ignacio Trigueros Legarreta as Mgmt For Against Against Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.b Elect or Ratify Antonio Hugo Franck Cabrera Mgmt For Against Against as Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.c Elect or Ratify Ruben Goldberg Javkin as Mgmt For For For Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.d Elect or Ratify Herminio Blanco Mendoza as Mgmt For Against Against Member of Technical Committee (Proposed by Nominations and Compensations Committee)
3.e Elect or Ratify Alberto Felipe Mulas Alonso as Mgmt For For For Member of Technical Committee (Proposed by Nominations and Compensations Committee)
4 Elect or Ratify Members, Alternates and Mgmt For Against Against Secretary (Non-Member) of Technical Committee; Verify Independence Classification Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fibra Uno Administracion SA de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Remuneration of Technical Mgmt For For For Committee Members
6 Appoint Legal Representatives Mgmt For For For
7 Approve Minutes of Meeting Mgmt For For For
Globe Life Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 37959E102 Record Date: 03/03/2020 Meeting Type: Annual Ticker: GL
Shares Voted: 358,806
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Charles E. Adair Mgmt For For For
1.2 Elect Director Linda L. Addison Mgmt For For For
1.3 Elect Director Marilyn A. Alexander Mgmt For For For
1.4 Elect Director Cheryl D. Alston Mgmt For For For
1.5 Elect Director Jane M. Buchan Mgmt For For For
1.6 Elect Director Gary L. Coleman Mgmt For For For
1.7 Elect Director Larry M. Hutchison Mgmt For For For
1.8 Elect Director Robert W. Ingram Mgmt For For For
1.9 Elect Director Steven P. Johnson Mgmt For For For
1.10 Elect Director Darren M. Rebelez Mgmt For For For
1.11 Elect Director Mary E. Thigpen Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 757,793
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Charles E. Adair Mgmt For For For
1.2 Elect Director Linda L. Addison Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Globe Life Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Marilyn A. Alexander Mgmt For For For
1.4 Elect Director Cheryl D. Alston Mgmt For For For
1.5 Elect Director Jane M. Buchan Mgmt For For For
1.6 Elect Director Gary L. Coleman Mgmt For For For
1.7 Elect Director Larry M. Hutchison Mgmt For For For
1.8 Elect Director Robert W. Ingram Mgmt For For For
1.9 Elect Director Steven P. Johnson Mgmt For For For
1.10 Elect Director Darren M. Rebelez Mgmt For For For
1.11 Elect Director Mary E. Thigpen Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Koninklijke Philips NV
Meeting Date: 04/30/2020 Country: Netherlands Primary Security ID: N7637U112 Record Date: 04/02/2020 Meeting Type: Annual Ticker: PHIA
Shares Voted: 30
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 President's Speech Mgmt
2.a Receive Explanation on Company's Reserves Mgmt and Dividend Policy
2.b Adopt Financial Statements and Statutory Mgmt For For For Reports
2.c Approve Dividends of EUR 0.85 Per Share Mgmt For For For
2.d Approve Remuneration Report Mgmt For For For
2.e Approve Discharge of Management Board Mgmt For For For
2.f Approve Discharge of Supervisory Board Mgmt For For For
3.a Approve Remuneration Policy for Mgmt For For For Management Board
3.b Approve Long Term Incentive Plan for Mgmt For For For Management Board Members Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Koninklijke Philips NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.c Approve Remuneration Policy for Supervisory Mgmt For For For Board
4.a Reelect N. Dhawan to Supervisory Board Mgmt For For For
4.b Elect F. Sijbesma to Supervisory Board Mgmt For For For
4.c Elect P. Loscher to Supervisory Board Mgmt For For For
5.a Grant Board Authority to Issue Shares Mgmt For For For
5.b Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
6 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
7 Approve Cancellation of Repurchased Shares Mgmt For For For
8 Other Business (Non-Voting) Mgmt
Locaweb Servicos de Internet SA
Meeting Date: 04/30/2020 Country: Brazil Primary Security ID: P6S00R100 Record Date: Meeting Type: Annual Ticker: LWSA3
Shares Voted: 252,725
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Capital Budget Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Remuneration of Company's Mgmt For For For Management
5 Do You Wish to Request Installation of a Mgmt None For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
6 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
Shares Voted: 115,875
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Locaweb Servicos de Internet SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Capital Budget Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Remuneration of Company's Mgmt For For For Management
5 Do You Wish to Request Installation of a Mgmt None For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
6 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
Methanex Corporation
Meeting Date: 04/30/2020 Country: Canada Primary Security ID: 59151K108 Record Date: 03/02/2020 Meeting Type: Annual Ticker: MX
Shares Voted: 2,557
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Douglas Arnell Mgmt For For For
1.2 Elect Director James Bertram Mgmt For For For
1.3 Elect Director Phillip Cook Mgmt For For For
1.4 Elect Director Paul Dobson Mgmt For For For
1.5 Elect Director John Floren Mgmt For For For
1.6 Elect Director Maureen Howe Mgmt For For For
1.7 Elect Director Robert Kostelnik Mgmt For For For
1.8 Elect Director Leslie O'Donoghue Mgmt For For For
1.9 Elect Director Janice Rennie Mgmt For For For
1.10 Elect Director Kevin Rodgers Mgmt For For For
1.11 Elect Director Margaret Walker Mgmt For For For
1.12 Elect Director Benita Warmbold Mgmt For For For
2 Approve KPMG LLP as Auditors and Authorize Mgmt For For For Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Methanex Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 3,409
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Douglas Arnell Mgmt For For For
1.2 Elect Director James Bertram Mgmt For For For
1.3 Elect Director Phillip Cook Mgmt For For For
1.4 Elect Director Paul Dobson Mgmt For For For
1.5 Elect Director John Floren Mgmt For For For
1.6 Elect Director Maureen Howe Mgmt For For For
1.7 Elect Director Robert Kostelnik Mgmt For For For
1.8 Elect Director Leslie O'Donoghue Mgmt For For For
1.9 Elect Director Janice Rennie Mgmt For For For
1.10 Elect Director Kevin Rodgers Mgmt For For For
1.11 Elect Director Margaret Walker Mgmt For For For
1.12 Elect Director Benita Warmbold Mgmt For For For
2 Approve KPMG LLP as Auditors and Authorize Mgmt For For For Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
OTP Bank Nyrt
Meeting Date: 04/30/2020 Country: Hungary Primary Security ID: X60746181 Record Date: 04/28/2020 Meeting Type: Annual Ticker: OTP
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements, Statutory Mgmt Reports, and Allocation of Income
2 Approve Company's Corporate Governance Mgmt Statement Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
OTP Bank Nyrt
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Discharge of Management Board Mgmt
4 Approve Auditors and Authorize Board to Fix Mgmt Their Remuneration
5 Amend Bylaws Re: General Meeting Mgmt
6.1 Elect Tibor Tolnay as Supervisory Board Mgmt Member
6.2 Elect Jozsef Gabor Horvath as Supervisory Mgmt Board Member
6.3 Elect Olivier Pequeux as Supervisory Board Mgmt Member
6.4 Elect Marton Gellert Vagi as Supervisory Mgmt Board Member
6.5 Elect Klara Bella as Supervisory Board Mgmt Member
6.6 Elect Andras Michnai as Supervisory Board Mgmt Member
7.1 Elect Tibor Tolnay as Audit Committee Mgmt Member
7.2 Elect Jozsef Gabor Horvath as Audit Mgmt Committee Member
7.3 Elect Olivier Pequeux as Audit Committee Mgmt Member
7.4 Elect Marton Gellert Vagi as Audit Committee Mgmt Member
8.1 Approve Remuneration Guidelines Mgmt
8.2 Approve Remuneration Policy Mgmt
9 Approve Remuneration of Management Mgmt Board, Supervisory Board, and Audit Committee Members
10 Authorize Share Repurchase Program Mgmt
PQ Group Holdings Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 73943T103 Record Date: 03/03/2020 Meeting Type: Annual Ticker: PQG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PQ Group Holdings Inc.
Shares Voted: 1,681,751
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin S. Craighead Mgmt For Withhold Withhold
1.2 Elect Director Andrew Currie Mgmt For Withhold Withhold
1.3 Elect Director Timothy Walsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 277,710
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin S. Craighead Mgmt For Withhold Withhold
1.2 Elect Director Andrew Currie Mgmt For Withhold Withhold
1.3 Elect Director Timothy Walsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Amend Omnibus Stock Plan Mgmt For For For
The Goldman Sachs Group, Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 38141G104 Record Date: 03/02/2020 Meeting Type: Annual Ticker: GS
Shares Voted: 294,751
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director M. Michele Burns Mgmt For For For
1b Elect Director Drew G. Faust Mgmt For For For
1c Elect Director Mark A. Flaherty Mgmt For For For
1d Elect Director Ellen J. Kullman Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Goldman Sachs Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Lakshmi N. Mittal Mgmt For For For
1f Elect Director Adebayo O. Ogunlesi Mgmt For For For
1g Elect Director Peter Oppenheimer Mgmt For For For
1h Elect Director David M. Solomon Mgmt For For For
1i Elect Director Jan E. Tighe Mgmt For For For
1j Elect Director David A. Viniar Mgmt For For For
1k Elect Director Mark O. Winkelman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Provide Right to Act by Written Consent SH Against For For
5 Review of Statement on the Purpose of a SH Against Against Against Corporation
Shares Voted: 70,488
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director M. Michele Burns Mgmt For For For
1b Elect Director Drew G. Faust Mgmt For For For
1c Elect Director Mark A. Flaherty Mgmt For For For
1d Elect Director Ellen J. Kullman Mgmt For For For
1e Elect Director Lakshmi N. Mittal Mgmt For For For
1f Elect Director Adebayo O. Ogunlesi Mgmt For For For
1g Elect Director Peter Oppenheimer Mgmt For For For
1h Elect Director David M. Solomon Mgmt For For For
1i Elect Director Jan E. Tighe Mgmt For For For
1j Elect Director David A. Viniar Mgmt For For For
1k Elect Director Mark O. Winkelman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Provide Right to Act by Written Consent SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Goldman Sachs Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Review of Statement on the Purpose of a SH Against Against Against Corporation
Unilever NV
Meeting Date: 04/30/2020 Country: Netherlands Primary Security ID: N8981F289 Record Date: 04/02/2020 Meeting Type: Annual Ticker: UNA
Shares Voted: 35,256
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Discussion of the Annual Report and Accounts Mgmt for the 2019 Financial Year
2 Approve Financial Statements and Allocation Mgmt For For For of Income
3 Approve Remuneration Report Mgmt For For For
4 Approve Discharge of Executive Directors Mgmt For For For
5 Approve Discharge of Non-Executive Directors Mgmt For For For
6 Reelect N Andersen as Non-Executive Director Mgmt For For For
7 Reelect L Cha as Non-Executive Director Mgmt For For For
8 Reelect V Colao as Non-Executive Director Mgmt For For For
9 Reelect J Hartmann as Non-Executive Director Mgmt For For For
10 Reelect A Jope as Executive Director Mgmt For For For
11 Reelect A Jung as Non-Executive Director Mgmt For For For
12 Reelect S Kilsby as Non-Executive Director Mgmt For For For
13 Reelect S Masiyiwa as Non-Executive Director Mgmt For For For
14 Reelect Y Moon as Non-Executive Director Mgmt For For For
15 Reelect G Pitkethly as Executive Director Mgmt For For For
16 Reelect J Rishton as Director Mgmt For For For
17 Reelect F Sijbesma as Director Mgmt For For For
18 Ratify KPMG as Auditors Mgmt For For For
19 Grant Board Authority to Issue Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unilever NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
20 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances for General Corporate Purposes
21 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances for Acquisition or Specified Capital Investment Purposes
22 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
23 Approve Reduction in Share Capital through Mgmt For For For Cancellation of Ordinary Shares
Shares Voted: 216,729
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Discussion of the Annual Report and Accounts Mgmt for the 2019 Financial Year
2 Approve Financial Statements and Allocation Mgmt For For For of Income
3 Approve Remuneration Report Mgmt For For For
4 Approve Discharge of Executive Directors Mgmt For For For
5 Approve Discharge of Non-Executive Directors Mgmt For For For
6 Reelect N Andersen as Non-Executive Director Mgmt For For For
7 Reelect L Cha as Non-Executive Director Mgmt For For For
8 Reelect V Colao as Non-Executive Director Mgmt For For For
9 Reelect J Hartmann as Non-Executive Director Mgmt For For For
10 Reelect A Jope as Executive Director Mgmt For For For
11 Reelect A Jung as Non-Executive Director Mgmt For For For
12 Reelect S Kilsby as Non-Executive Director Mgmt For For For
13 Reelect S Masiyiwa as Non-Executive Director Mgmt For For For
14 Reelect Y Moon as Non-Executive Director Mgmt For For For
15 Reelect G Pitkethly as Executive Director Mgmt For For For
16 Reelect J Rishton as Director Mgmt For For For
17 Reelect F Sijbesma as Director Mgmt For For For
18 Ratify KPMG as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unilever NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
19 Grant Board Authority to Issue Shares Mgmt For For For
20 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances for General Corporate Purposes
21 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances for Acquisition or Specified Capital Investment Purposes
22 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
23 Approve Reduction in Share Capital through Mgmt For For For Cancellation of Ordinary Shares
Universal Logistics Holdings, Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 91388P105 Record Date: 03/13/2020 Meeting Type: Annual Ticker: ULH
Shares Voted: 35,836
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Grant E. Belanger Mgmt For Withhold Withhold
1.2 Elect Director Frederick P. Calderone Mgmt For Withhold Withhold
1.3 Elect Director Daniel J. Deane Mgmt For Withhold Withhold
1.4 Elect Director Clarence W. Gooden Mgmt For Withhold Withhold
1.5 Elect Director Matthew J. Moroun Mgmt For Withhold Withhold
1.6 Elect Director Matthew T. Moroun Mgmt For Withhold Withhold
1.7 Elect Director Tim Phillips Mgmt For Withhold Withhold
1.8 Elect Director Michael A. Regan Mgmt For Withhold Withhold
1.9 Elect Director Richard P. Urban Mgmt For Withhold Withhold
1.10 Elect Director H.E. "Scott" Wolfe Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify BDO USA, LLP as Auditors Mgmt For For For
4 Require a Majority Vote for the Election of SH None For For Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Valero Energy Corporation
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 91913Y100 Record Date: 03/04/2020 Meeting Type: Annual Ticker: VLO
Shares Voted: 5,713,228
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director H. Paulett Eberhart Mgmt For For For
1B Elect Director Joseph W. Gorder Mgmt For For For
1C Elect Director Kimberly S. Greene Mgmt For For For
1D Elect Director Deborah P. Majoras Mgmt For For For
1E Elect Director Eric D. Mullins Mgmt For For For
1F Elect Director Donald L. Nickles Mgmt For For For
1G Elect Director Philip J. Pfeiffer Mgmt For For For
1H Elect Director Robert A. Profusek Mgmt For For For
1I Elect Director Stephen M. Waters Mgmt For For For
1J Elect Director Randall J. Weisenburger Mgmt For For For
1K Elect Director Rayford Wilkins, Jr. Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 2,561,678
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director H. Paulett Eberhart Mgmt For For For
1B Elect Director Joseph W. Gorder Mgmt For For For
1C Elect Director Kimberly S. Greene Mgmt For For For
1D Elect Director Deborah P. Majoras Mgmt For For For
1E Elect Director Eric D. Mullins Mgmt For For For
1F Elect Director Donald L. Nickles Mgmt For For For
1G Elect Director Philip J. Pfeiffer Mgmt For For For
1H Elect Director Robert A. Profusek Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Valero Energy Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1I Elect Director Stephen M. Waters Mgmt For For For
1J Elect Director Randall J. Weisenburger Mgmt For For For
1K Elect Director Rayford Wilkins, Jr. Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Vivara Participacoes SA
Meeting Date: 04/30/2020 Country: Brazil Primary Security ID: P98017109 Record Date: Meeting Type: Annual Ticker: VIVA3
Shares Voted: 162,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Accept Management Statements for Fiscal Mgmt For For For Year Ended Dec. 31, 2019
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Remuneration of Company's Mgmt For For For Management
5 Do You Wish to Request Installation of a Mgmt None For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Shares Voted: 74,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Accept Management Statements for Fiscal Mgmt For For For Year Ended Dec. 31, 2019
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Remuneration of Company's Mgmt For For For Management Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Vivara Participacoes SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Do You Wish to Request Installation of a Mgmt None For For Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
Yamana Gold Inc.
Meeting Date: 04/30/2020 Country: Canada Primary Security ID: 98462Y100 Record Date: 03/13/2020 Meeting Type: Annual Ticker: YRI
Shares Voted: 29,806,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John Begeman Mgmt For For For
1.2 Elect Director Christiane Bergevin Mgmt For For For
1.3 Elect Director Alexander Davidson Mgmt For Withhold Withhold
1.4 Elect Director Richard Graff Mgmt For For For
1.5 Elect Director Kimberly Keating Mgmt For For For
1.6 Elect Director Peter Marrone Mgmt For For For
1.7 Elect Director Jane Sadowsky Mgmt For For For
1.8 Elect Director Dino Titaro Mgmt For For For
2 Ratify Deloitte LLP as Auditors Mgmt For For For
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 12,426,711
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John Begeman Mgmt For For For
1.2 Elect Director Christiane Bergevin Mgmt For For For
1.3 Elect Director Alexander Davidson Mgmt For Withhold Withhold
1.4 Elect Director Richard Graff Mgmt For For For
1.5 Elect Director Kimberly Keating Mgmt For For For
1.6 Elect Director Peter Marrone Mgmt For For For
1.7 Elect Director Jane Sadowsky Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Yamana Gold Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Dino Titaro Mgmt For For For
2 Ratify Deloitte LLP as Auditors Mgmt For For For
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
HCA Healthcare, Inc.
Meeting Date: 05/01/2020 Country: USA Primary Security ID: 40412C101 Record Date: 03/09/2020 Meeting Type: Annual Ticker: HCA
Shares Voted: 10,040
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas F. Frist, III Mgmt For For For
1b Elect Director Samuel N. Hazen Mgmt For For For
1c Elect Director Meg G. Crofton Mgmt For For For
1d Elect Director Robert J. Dennis Mgmt For For For
1e Elect Director Nancy-Ann DeParle Mgmt For For For
1f Elect Director William R. Frist Mgmt For For For
1g Elect Director Charles O. Holliday, Jr. Mgmt For For For
1h Elect Director Michael W. Michelson Mgmt For For For
1i Elect Director Wayne J. Riley Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Provide Right to Call Special Meeting Mgmt For For For
6 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 12,639
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas F. Frist, III Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HCA Healthcare, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Samuel N. Hazen Mgmt For For For
1c Elect Director Meg G. Crofton Mgmt For For For
1d Elect Director Robert J. Dennis Mgmt For For For
1e Elect Director Nancy-Ann DeParle Mgmt For For For
1f Elect Director William R. Frist Mgmt For For For
1g Elect Director Charles O. Holliday, Jr. Mgmt For For For
1h Elect Director Michael W. Michelson Mgmt For For For
1i Elect Director Wayne J. Riley Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Provide Right to Call Special Meeting Mgmt For For For
6 Provide Right to Act by Written Consent SH Against For For
Huntsman Corporation
Meeting Date: 05/01/2020 Country: USA Primary Security ID: 447011107 Record Date: 03/05/2020 Meeting Type: Annual Ticker: HUN
Shares Voted: 574,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Peter R. Huntsman Mgmt For For For
1b Elect Director Nolan D. Archibald Mgmt For For For
1c Elect Director Mary C. Beckerle Mgmt For For For
1d Elect Director M. Anthony Burns Mgmt For For For
1e Elect Director Daniele Ferrari Mgmt For For For
1f Elect Director Robert J. Margetts Mgmt For For For
1g Elect Director Wayne A. Reaud Mgmt For For For
1h Elect Director Jan E. Tighe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Huntsman Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 102,415
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Peter R. Huntsman Mgmt For For For
1b Elect Director Nolan D. Archibald Mgmt For For For
1c Elect Director Mary C. Beckerle Mgmt For For For
1d Elect Director M. Anthony Burns Mgmt For For For
1e Elect Director Daniele Ferrari Mgmt For For For
1f Elect Director Robert J. Margetts Mgmt For For For
1g Elect Director Wayne A. Reaud Mgmt For For For
1h Elect Director Jan E. Tighe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Leidos Holdings, Inc.
Meeting Date: 05/01/2020 Country: USA Primary Security ID: 525327102 Record Date: 03/10/2020 Meeting Type: Annual Ticker: LDOS
Shares Voted: 430,594
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gregory R. Dahlberg Mgmt For For For
1b Elect Director David G. Fubini Mgmt For For For
1c Elect Director Miriam E. John Mgmt For For For
1d Elect Director Frank Kendall, III Mgmt For For For
1e Elect Director Robert C. Kovarik, Jr. Mgmt For For For
1f Elect Director Harry M.J. Kraemer, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Leidos Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1g Elect Director Roger A. Krone Mgmt For For For
1h Elect Director Gary S. May Mgmt For For For
1i Elect Director Surya N. Mohapatra Mgmt For For For
1j Elect Director Lawrence C. Nussdorf Mgmt For For For
1k Elect Director Robert S. Shapard Mgmt For For For
1l Elect Director Susan M. Stalnecker Mgmt For For For
1m Elect Director Noel B. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Eliminate Cumulative Voting Mgmt For For For
5 Eliminate Supermajority Vote Requirement Mgmt For For For
6 Amend Proxy Access Right SH Against For For
Shares Voted: 1,313,878
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gregory R. Dahlberg Mgmt For For For
1b Elect Director David G. Fubini Mgmt For For For
1c Elect Director Miriam E. John Mgmt For For For
1d Elect Director Frank Kendall, III Mgmt For For For
1e Elect Director Robert C. Kovarik, Jr. Mgmt For For For
1f Elect Director Harry M.J. Kraemer, Jr. Mgmt For For For
1g Elect Director Roger A. Krone Mgmt For For For
1h Elect Director Gary S. May Mgmt For For For
1i Elect Director Surya N. Mohapatra Mgmt For For For
1j Elect Director Lawrence C. Nussdorf Mgmt For For For
1k Elect Director Robert S. Shapard Mgmt For For For
1l Elect Director Susan M. Stalnecker Mgmt For For For
1m Elect Director Noel B. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Leidos Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Eliminate Cumulative Voting Mgmt For For For
5 Eliminate Supermajority Vote Requirement Mgmt For For For
6 Amend Proxy Access Right SH Against For For
The Hackett Group, Inc.
Meeting Date: 05/01/2020 Country: USA Primary Security ID: 404609109 Record Date: 03/13/2020 Meeting Type: Annual Ticker: HCKT
Shares Voted: 47,517
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director John R. Harris Mgmt For Against Against
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify RSM US LLP as Auditors Mgmt For For For
Shares Voted: 62,795
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director John R. Harris Mgmt For Against Against
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify RSM US LLP as Auditors Mgmt For For For
Berkshire Hathaway Inc.
Meeting Date: 05/02/2020 Country: USA Primary Security ID: 084670702 Record Date: 03/04/2020 Meeting Type: Annual Ticker: BRK.B Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Berkshire Hathaway Inc.
Shares Voted: 4,876,871
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Warren E. Buffett Mgmt For For For
1.2 Elect Director Charles T. Munger Mgmt For For For
1.3 Elect Director Gregory E. Abel Mgmt For For For
1.4 Elect Director Howard G. Buffett Mgmt For For For
1.5 Elect Director Stephen B. Burke Mgmt For For For
1.6 Elect Director Kenneth I. Chenault Mgmt For For For
1.7 Elect Director Susan L. Decker Mgmt For Withhold Withhold
1.8 Elect Director David S. Gottesman Mgmt For For For
1.9 Elect Director Charlotte Guyman Mgmt For Withhold Withhold
1.10 Elect Director Ajit Jain Mgmt For For For
1.11 Elect Director Thomas S. Murphy Mgmt For Withhold Withhold
1.12 Elect Director Ronald L. Olson Mgmt For For For
1.13 Elect Director Walter Scott, Jr. Mgmt For For For
1.14 Elect Director Meryl B. Witmer Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Adopt a Policy on Board Diversity SH Against Against Against
Shares Voted: 825,418
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Warren E. Buffett Mgmt For For For
1.2 Elect Director Charles T. Munger Mgmt For For For
1.3 Elect Director Gregory E. Abel Mgmt For For For
1.4 Elect Director Howard G. Buffett Mgmt For For For
1.5 Elect Director Stephen B. Burke Mgmt For For For
1.6 Elect Director Kenneth I. Chenault Mgmt For For For
1.7 Elect Director Susan L. Decker Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Berkshire Hathaway Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director David S. Gottesman Mgmt For For For
1.9 Elect Director Charlotte Guyman Mgmt For Withhold Withhold
1.10 Elect Director Ajit Jain Mgmt For For For
1.11 Elect Director Thomas S. Murphy Mgmt For Withhold Withhold
1.12 Elect Director Ronald L. Olson Mgmt For For For
1.13 Elect Director Walter Scott, Jr. Mgmt For For For
1.14 Elect Director Meryl B. Witmer Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Adopt a Policy on Board Diversity SH Against Against Against
Aflac Incorporated
Meeting Date: 05/04/2020 Country: USA Primary Security ID: 001055102 Record Date: 02/25/2020 Meeting Type: Annual Ticker: AFL
Shares Voted: 402,307
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Daniel P. Amos Mgmt For For For
1b Elect Director W. Paul Bowers Mgmt For For For
1c Elect Director Toshihiko Fukuzawa Mgmt For For For
1d Elect Director Thomas J. Kenny Mgmt For For For
1e Elect Director Georgette D. Kiser Mgmt For For For
1f Elect Director Karole F. Lloyd Mgmt For For For
1g Elect Director Nobuchika Mori Mgmt For For For
1h Elect Director Joseph L. Moskowitz Mgmt For For For
1i Elect Director Barbara K. Rimer Mgmt For For For
1j Elect Director Katherine T. Rohrer Mgmt For For For
1k Elect Director Melvin T. Stith Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aflac Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 39,109
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Daniel P. Amos Mgmt For For For
1b Elect Director W. Paul Bowers Mgmt For For For
1c Elect Director Toshihiko Fukuzawa Mgmt For For For
1d Elect Director Thomas J. Kenny Mgmt For For For
1e Elect Director Georgette D. Kiser Mgmt For For For
1f Elect Director Karole F. Lloyd Mgmt For For For
1g Elect Director Nobuchika Mori Mgmt For For For
1h Elect Director Joseph L. Moskowitz Mgmt For For For
1i Elect Director Barbara K. Rimer Mgmt For For For
1j Elect Director Katherine T. Rohrer Mgmt For For For
1k Elect Director Melvin T. Stith Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Eli Lilly and Company
Meeting Date: 05/04/2020 Country: USA Primary Security ID: 532457108 Record Date: 03/09/2020 Meeting Type: Annual Ticker: LLY
Shares Voted: 22
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael L. Eskew Mgmt For Against Against
1b Elect Director William G. Kaelin, Jr. Mgmt For For For
1c Elect Director David A. Ricks Mgmt For For For
1d Elect Director Marschall S. Runge Mgmt For For For
1e Elect Director Karen Walker Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eli Lilly and Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Declassify the Board of Directors Mgmt For For For
5 Eliminate Supermajority Voting Provisions Mgmt For For For
6 Report on Lobbying Payments and Policy SH Against Against Against
7 Report on Forced Swim Test SH Against Against Against
8 Require Independent Board Chairman SH Against For For
9 Disclose Board Matrix Including Ideological SH Against Against Against Perspectives
10 Report on Integrating Drug Pricing Risks into SH Against Refer For Senior Executive Compensation Arrangements
11 Adopt Policy on Bonus Banking SH Against For For
12 Clawback Disclosure of Recoupment Activity SH Against For For from Senior Officers
Heritage Financial Corporation
Meeting Date: 05/04/2020 Country: USA Primary Security ID: 42722X106 Record Date: 03/05/2020 Meeting Type: Annual Ticker: HFWA
Shares Voted: 52,921
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Brian S. Charneski Mgmt For For For
1.2 Elect Director John A. Clees Mgmt For For For
1.3 Elect Director Kimberly T. Ellwanger Mgmt For For For
1.4 Elect Director Stephen A. Dennis Mgmt For For For
1.5 Elect Director Jeffrey J. Deuel Mgmt For For For
1.6 Elect Director Deborah J. Gavin Mgmt For For For
1.7 Elect Director Jeffrey S. Lyon Mgmt For For For
1.8 Elect Director Gragg E. Miller Mgmt For For For
1.9 Elect Director Anthony B. Pickering Mgmt For For For
1.10 Elect Director Brian L. Vance Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Heritage Financial Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director Ann Watson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Shares Voted: 17,649
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Brian S. Charneski Mgmt For For For
1.2 Elect Director John A. Clees Mgmt For For For
1.3 Elect Director Kimberly T. Ellwanger Mgmt For For For
1.4 Elect Director Stephen A. Dennis Mgmt For For For
1.5 Elect Director Jeffrey J. Deuel Mgmt For For For
1.6 Elect Director Deborah J. Gavin Mgmt For For For
1.7 Elect Director Jeffrey S. Lyon Mgmt For For For
1.8 Elect Director Gragg E. Miller Mgmt For For For
1.9 Elect Director Anthony B. Pickering Mgmt For For For
1.10 Elect Director Brian L. Vance Mgmt For For For
1.11 Elect Director Ann Watson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Magnolia Oil & Gas Corporation
Meeting Date: 05/04/2020 Country: USA Primary Security ID: 559663109 Record Date: 03/06/2020 Meeting Type: Annual Ticker: MGY
Shares Voted: 53,992
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen "Steve" I. Chazen Mgmt For For For
1b Elect Director Arcilia C. Acosta Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Magnolia Oil & Gas Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1c Elect Director Angela M. Busch Mgmt For For For
1d Elect Director Edward P. Djerejian Mgmt For For For
1e Elect Director James R. Larson Mgmt For For For
1f Elect Director Dan F. Smith Mgmt For For For
1g Elect Director John B. Walker Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 15,385
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen "Steve" I. Chazen Mgmt For For For
1b Elect Director Arcilia C. Acosta Mgmt For For For
1c Elect Director Angela M. Busch Mgmt For For For
1d Elect Director Edward P. Djerejian Mgmt For For For
1e Elect Director James R. Larson Mgmt For For For
1f Elect Director Dan F. Smith Mgmt For For For
1g Elect Director John B. Walker Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Adesto Technologies Corporation
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 00687D101 Record Date: 03/25/2020 Meeting Type: Special Ticker: IOTS
Shares Voted: 9,997
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Adjourn Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Air Liquide SA
Meeting Date: 05/05/2020 Country: France Primary Security ID: F01764103 Record Date: 04/30/2020 Meeting Type: Annual/Special Ticker: AI
Shares Voted: 2,280
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.70 per Share and an Extra of EUR 0.27 per Share to Long Term Registered Shares
4 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
5 Reelect Brian Gilvary as Director Mgmt For For For
6 Elect Anette Bronder as Director Mgmt For For For
7 Elect Kim Ann Mink as Director Mgmt For For For
8 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
9 Approve Compensation of Benoit Potier Mgmt For For For
10 Approve Compensation Report for Corporate Mgmt For For For Officers
11 Approve Remuneration Policy of Corporate Mgmt For For For Officers
12 Approve Remuneration of Directors in the Mgmt For For For Aggregate Amount of EUR 1.3 Million
Extraordinary Business Mgmt
13 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
14 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 300 Million for Bonus Issue or Increase in Par Value
15 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
16 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Air Liquide SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
17 Amend Article 11 of Bylaws Re: Employee Mgmt For For For Representative
18 Amend Article 15 of Bylaws Re: Board Powers Mgmt For For For
19 Amend Article 16 of Bylaws Re: Board Mgmt For For For Members Remuneration
20 Amend Article 9 of Bylaws Re: Shareholding Mgmt For For For Disclosure Thresholds
21 Amend Articles 15 and 19 of Bylaws Re: Mgmt For For For Delegate Power to Board Members
22 Amend Article 4 of Bylaws Re: Company Mgmt For For For Duration
Ordinary Business Mgmt
23 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
American Express Company
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 025816109 Record Date: 03/09/2020 Meeting Type: Annual Ticker: AXP
Shares Voted: 381,044
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charlene Barshefsky Mgmt For For For
1b Elect Director John J. Brennan Mgmt For For For
1c Elect Director Peter Chernin Mgmt For For For
1d Elect Director Ralph de la Vega Mgmt For For For
1e Elect Director Anne Lauvergeon Mgmt For For For
1f Elect Director Michael O. Leavitt Mgmt For For For
1g Elect Director Theodore J. Leonsis Mgmt For For For
1h Elect Director Karen L. Parkhill Mgmt For For For
1i Elect Director Lynn A. Pike Mgmt For For For
1j Elect Director Stephen J. Squeri Mgmt For For For
1k Elect Director Daniel L. Vasella Mgmt For For For
1l Elect Director Ronald A. Williams Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
American Express Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1m Elect Director Christopher D. Young Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Gender/Racial Pay Gap SH Against Against Against
Shares Voted: 120,535
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charlene Barshefsky Mgmt For For For
1b Elect Director John J. Brennan Mgmt For For For
1c Elect Director Peter Chernin Mgmt For For For
1d Elect Director Ralph de la Vega Mgmt For For For
1e Elect Director Anne Lauvergeon Mgmt For For For
1f Elect Director Michael O. Leavitt Mgmt For For For
1g Elect Director Theodore J. Leonsis Mgmt For For For
1h Elect Director Karen L. Parkhill Mgmt For For For
1i Elect Director Lynn A. Pike Mgmt For For For
1j Elect Director Stephen J. Squeri Mgmt For For For
1k Elect Director Daniel L. Vasella Mgmt For For For
1l Elect Director Ronald A. Williams Mgmt For For For
1m Elect Director Christopher D. Young Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Gender/Racial Pay Gap SH Against Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Barrick Gold Corporation
Meeting Date: 05/05/2020 Country: Canada Primary Security ID: 067901108 Record Date: 03/06/2020 Meeting Type: Annual Ticker: ABX
Shares Voted: 23,221,651
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director D. Mark Bristow Mgmt For For For
1.2 Elect Director Gustavo A. Cisneros Mgmt For Withhold Withhold
1.3 Elect Director Christopher L. Coleman Mgmt For Withhold Withhold
1.4 Elect Director J. Michael Evans Mgmt For For For
1.5 Elect Director Brian L. Greenspun Mgmt For Withhold Withhold
1.6 Elect Director J. Brett Harvey Mgmt For For For
1.7 Elect Director Andrew J. Quinn Mgmt For For For
1.8 Elect Director M. Loreto Silva Mgmt For For For
1.9 Elect Director John L. Thornton Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 5,367,922
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director D. Mark Bristow Mgmt For For For
1.2 Elect Director Gustavo A. Cisneros Mgmt For Withhold Withhold
1.3 Elect Director Christopher L. Coleman Mgmt For Withhold Withhold
1.4 Elect Director J. Michael Evans Mgmt For For For
1.5 Elect Director Brian L. Greenspun Mgmt For Withhold Withhold
1.6 Elect Director J. Brett Harvey Mgmt For For For
1.7 Elect Director Andrew J. Quinn Mgmt For For For
1.8 Elect Director M. Loreto Silva Mgmt For For For
1.9 Elect Director John L. Thornton Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Barrick Gold Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Bristol-Myers Squibb Company
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 110122108 Record Date: 03/16/2020 Meeting Type: Annual Ticker: BMY
Shares Voted: 34
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Peter J. Arduini Mgmt For For For
1B Elect Director Robert Bertolini Mgmt For For For
1C Elect Director Michael W. Bonney Mgmt For For For
1D Elect Director Giovanni Caforio Mgmt For For For
1E Elect Director Matthew W. Emmens Mgmt For For For
1F Elect Director Julia A. Haller Mgmt For For For
1G Elect Director Dinesh C. Paliwal Mgmt For For For
1H Elect Director Theodore R. Samuels Mgmt For For For
1I Elect Director Vicki L. Sato Mgmt For For For
1J Elect Director Gerald L. Storch Mgmt For For For
1K Elect Director Karen H. Vousden Mgmt For For For
1L Elect Director Phyllis R. Yale Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Require Independent Board Chairman SH Against For For
5 Provide Right to Act by Written Consent SH Against For For
Colony Capital, Inc.
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 19626G108 Record Date: 03/19/2020 Meeting Type: Annual Ticker: CLNY Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Colony Capital, Inc.
Shares Voted: 3,180,798
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas J. Barrack, Jr. Mgmt For For For
1.2 Elect Director Douglas Crocker, II Mgmt For For For
1.3 Elect Director Nancy A. Curtin Mgmt For For For
1.4 Elect Director Jeannie H. Diefenderfer Mgmt For For For
1.5 Elect Director Jon A. Fosheim Mgmt For For For
1.6 Elect Director Craig M. Hatkoff Mgmt For For For
1.7 Elect Director Raymond C. Mikulich Mgmt For For For
1.8 Elect Director George G. C. Parker Mgmt For For For
1.9 Elect Director Dale Anne Reiss Mgmt For For For
1.10 Elect Director Charles W. Schoenherr Mgmt For For For
1.11 Elect Director John A. Somers Mgmt For For For
1.12 Elect Director John L. Steffens Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 574,182
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas J. Barrack, Jr. Mgmt For For For
1.2 Elect Director Douglas Crocker, II Mgmt For For For
1.3 Elect Director Nancy A. Curtin Mgmt For For For
1.4 Elect Director Jeannie H. Diefenderfer Mgmt For For For
1.5 Elect Director Jon A. Fosheim Mgmt For For For
1.6 Elect Director Craig M. Hatkoff Mgmt For For For
1.7 Elect Director Raymond C. Mikulich Mgmt For For For
1.8 Elect Director George G. C. Parker Mgmt For For For
1.9 Elect Director Dale Anne Reiss Mgmt For For For
1.10 Elect Director Charles W. Schoenherr Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Colony Capital, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director John A. Somers Mgmt For For For
1.12 Elect Director John L. Steffens Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Entercom Communications Corp.
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 293639100 Record Date: 03/10/2020 Meeting Type: Annual Ticker: ETM
Shares Voted: 3,868,745
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David J. Field Mgmt For Withhold Withhold
1.2 Elect Director Joseph M. Field Mgmt For Withhold Withhold
1.3 Elect Director David J. Berkman Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 716,038
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David J. Field Mgmt For Withhold Withhold
1.2 Elect Director Joseph M. Field Mgmt For Withhold Withhold
1.3 Elect Director David J. Berkman Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Evergy, Inc.
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 30034W106 Record Date: 02/25/2020 Meeting Type: Annual Ticker: EVRG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Evergy, Inc.
Shares Voted: 433,725
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kirkland B. Andrews Mgmt For For For
1b Elect Director Terry Bassham Mgmt For For For
1c Elect Director Mollie Hale Carter Mgmt For For For
1d Elect Director Richard L. Hawley Mgmt For For For
1e Elect Director Thomas D. Hyde Mgmt For For For
1f Elect Director B. Anthony Isaac Mgmt For For For
1g Elect Director Paul M. Keglevic Mgmt For Against Against
1h Elect Director Sandra A.J. Lawrence Mgmt For For For
1i Elect Director Ann D. Murtlow Mgmt For For For
1j Elect Director Sandra J. Price Mgmt For For For
1k Elect Director Mark A. Ruelle Mgmt For For For
1l Elect Director S. Carl Soderstrom, Jr. Mgmt For For For
1m Elect Director John Arthur Stall Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,389,794
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kirkland B. Andrews Mgmt For For For
1b Elect Director Terry Bassham Mgmt For For For
1c Elect Director Mollie Hale Carter Mgmt For For For
1d Elect Director Richard L. Hawley Mgmt For For For
1e Elect Director Thomas D. Hyde Mgmt For For For
1f Elect Director B. Anthony Isaac Mgmt For For For
1g Elect Director Paul M. Keglevic Mgmt For Against Against
1h Elect Director Sandra A.J. Lawrence Mgmt For For For
1i Elect Director Ann D. Murtlow Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Evergy, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Sandra J. Price Mgmt For For For
1k Elect Director Mark A. Ruelle Mgmt For For For
1l Elect Director S. Carl Soderstrom, Jr. Mgmt For For For
1m Elect Director John Arthur Stall Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Expeditors International of Washington, Inc.
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 302130109 Record Date: 03/10/2020 Meeting Type: Annual Ticker: EXPD
Shares Voted: 563,381
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert R. Wright Mgmt For For For
1.2 Elect Director Glenn M. Alger Mgmt For For For
1.3 Elect Director Robert P. Carlile Mgmt For For For
1.4 Elect Director James "Jim" M. DuBois Mgmt For For For
1.5 Elect Director Mark A. Emmert Mgmt For For For
1.6 Elect Director Diane H. Gulyas Mgmt For For For
1.7 Elect Director Jeffrey S. Musser Mgmt For For For
1.8 Elect Director Liane J. Pelletier Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
5 Adopt a Policy on Board Diversity SH Against Refer For
Shares Voted: 1,304,122
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Expeditors International of Washington, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert R. Wright Mgmt For For For
1.2 Elect Director Glenn M. Alger Mgmt For For For
1.3 Elect Director Robert P. Carlile Mgmt For For For
1.4 Elect Director James "Jim" M. DuBois Mgmt For For For
1.5 Elect Director Mark A. Emmert Mgmt For For For
1.6 Elect Director Diane H. Gulyas Mgmt For For For
1.7 Elect Director Jeffrey S. Musser Mgmt For For For
1.8 Elect Director Liane J. Pelletier Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
5 Adopt a Policy on Board Diversity SH Against Refer For
First Interstate BancSystem, Inc.
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 32055Y201 Record Date: 03/06/2020 Meeting Type: Annual Ticker: FIBK
Shares Voted: 3,919
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Alice S. Cho Mgmt For For For
1.2 Elect Director Dana L. Crandall Mgmt For For For
1.3 Elect Director Dennis L. Johnson Mgmt For For For
1.4 Elect Director Patricia L. Moss Mgmt For For For
2 Ratify RSM US LLP as Auditors Mgmt For For For
Shares Voted: 7,739
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Alice S. Cho Mgmt For For For
1.2 Elect Director Dana L. Crandall Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
First Interstate BancSystem, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Dennis L. Johnson Mgmt For For For
1.4 Elect Director Patricia L. Moss Mgmt For For For
2 Ratify RSM US LLP as Auditors Mgmt For For For
Hubbell Incorporated
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 443510607 Record Date: 03/06/2020 Meeting Type: Annual Ticker: HUBB
Shares Voted: 117,005
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carlos M. Cardoso Mgmt For For For
1.2 Elect Director Anthony J. Guzzi Mgmt For Withhold Withhold
1.3 Elect Director Neal J. Keating Mgmt For Withhold Withhold
1.4 Elect Director Bonnie C. Lind Mgmt For For For
1.5 Elect Director John F. Malloy Mgmt For For For
1.6 Elect Director David G. Nord Mgmt For For For
1.7 Elect Director John G. Russell Mgmt For Withhold Withhold
1.8 Elect Director Steven R. Shawley Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 373,713
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carlos M. Cardoso Mgmt For For For
1.2 Elect Director Anthony J. Guzzi Mgmt For Withhold Withhold
1.3 Elect Director Neal J. Keating Mgmt For Withhold Withhold
1.4 Elect Director Bonnie C. Lind Mgmt For For For
1.5 Elect Director John F. Malloy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hubbell Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director David G. Nord Mgmt For For For
1.7 Elect Director John G. Russell Mgmt For Withhold Withhold
1.8 Elect Director Steven R. Shawley Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Kemper Corporation
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 488401100 Record Date: 03/12/2020 Meeting Type: Annual Ticker: KMPR
Shares Voted: 724
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Teresa A. Canida Mgmt For For For
1b Elect Director George N. Cochran Mgmt For For For
1c Elect Director Kathleen M. Cronin Mgmt For For For
1d Elect Director Lacy M. Johnson Mgmt For For For
1e Elect Director Robert J. Joyce Mgmt For For For
1f Elect Director Joseph P. Lacher, Jr. Mgmt For For For
1g Elect Director Gerald Laderman Mgmt For For For
1h Elect Director Christopher B. Sarofim Mgmt For For For
1i Elect Director David P. Storch Mgmt For For For
1j Elect Director Susan D. Whiting Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 1,420
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kemper Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Teresa A. Canida Mgmt For For For
1b Elect Director George N. Cochran Mgmt For For For
1c Elect Director Kathleen M. Cronin Mgmt For For For
1d Elect Director Lacy M. Johnson Mgmt For For For
1e Elect Director Robert J. Joyce Mgmt For For For
1f Elect Director Joseph P. Lacher, Jr. Mgmt For For For
1g Elect Director Gerald Laderman Mgmt For For For
1h Elect Director Christopher B. Sarofim Mgmt For For For
1i Elect Director David P. Storch Mgmt For For For
1j Elect Director Susan D. Whiting Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
National Bank Holdings Corporation
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 633707104 Record Date: 03/13/2020 Meeting Type: Annual Ticker: NBHC
Shares Voted: 16,488
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ralph W. Clermont Mgmt For Withhold Withhold
1.2 Elect Director Robert E. Dean Mgmt For Withhold Withhold
1.3 Elect Director Fred J. Joseph Mgmt For Withhold Withhold
1.4 Elect Director G. Timothy Laney Mgmt For For For
1.5 Elect Director Micho F. Spring Mgmt For For For
1.6 Elect Director Burney S. Warren, III Mgmt For For For
1.7 Elect Director Art Zeile Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
National Bank Holdings Corporation
Shares Voted: 1,539
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ralph W. Clermont Mgmt For Withhold Withhold
1.2 Elect Director Robert E. Dean Mgmt For Withhold Withhold
1.3 Elect Director Fred J. Joseph Mgmt For Withhold Withhold
1.4 Elect Director G. Timothy Laney Mgmt For For For
1.5 Elect Director Micho F. Spring Mgmt For For For
1.6 Elect Director Burney S. Warren, III Mgmt For For For
1.7 Elect Director Art Zeile Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Packaging Corporation of America
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 695156109 Record Date: 03/16/2020 Meeting Type: Annual Ticker: PKG
Shares Voted: 30
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Cheryl K. Beebe Mgmt For For For
1.2 Elect Director Duane C. Farrington Mgmt For For For
1.3 Elect Director Donna A. Harman Mgmt For For For
1.4 Elect Director Mark W. Kowlzan Mgmt For For For
1.5 Elect Director Robert C. Lyons Mgmt For For For
1.6 Elect Director Thomas P. Maurer Mgmt For For For
1.7 Elect Director Samuel M. Mencoff Mgmt For For For
1.8 Elect Director Roger B. Porter Mgmt For For For
1.9 Elect Director Thomas S. Souleles Mgmt For For For
1.10 Elect Director Paul T. Stecko Mgmt For For For
1.11 Elect Director James D. Woodrum Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Packaging Corporation of America
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Peapack-Gladstone Financial Corporation
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 704699107 Record Date: 03/10/2020 Meeting Type: Annual Ticker: PGC
Shares Voted: 400,328
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carmen M. Bowser Mgmt For For For
1.2 Elect Director Susan A. Cole Mgmt For For For
1.3 Elect Director Anthony J. Consi, II Mgmt For For For
1.4 Elect Director Richard Daingerfield Mgmt For For For
1.5 Elect Director Edward A. Gramigna, Jr. Mgmt For For For
1.6 Elect Director Peter D. Horst Mgmt For For For
1.7 Elect Director Steven A. Kass Mgmt For For For
1.8 Elect Director Douglas L. Kennedy Mgmt For For For
1.9 Elect Director F. Duffield Meyercord Mgmt For For For
1.10 Elect Director Patrick J. Mullen Mgmt For For For
1.11 Elect Director Philip W. Smith, III Mgmt For For For
1.12 Elect Director Tony Spinelli Mgmt For For For
1.13 Elect Director Beth Welsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify Crowe LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Peapack-Gladstone Financial Corporation
Shares Voted: 107,261
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carmen M. Bowser Mgmt For For For
1.2 Elect Director Susan A. Cole Mgmt For For For
1.3 Elect Director Anthony J. Consi, II Mgmt For For For
1.4 Elect Director Richard Daingerfield Mgmt For For For
1.5 Elect Director Edward A. Gramigna, Jr. Mgmt For For For
1.6 Elect Director Peter D. Horst Mgmt For For For
1.7 Elect Director Steven A. Kass Mgmt For For For
1.8 Elect Director Douglas L. Kennedy Mgmt For For For
1.9 Elect Director F. Duffield Meyercord Mgmt For For For
1.10 Elect Director Patrick J. Mullen Mgmt For For For
1.11 Elect Director Philip W. Smith, III Mgmt For For For
1.12 Elect Director Tony Spinelli Mgmt For For For
1.13 Elect Director Beth Welsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify Crowe LLP as Auditors Mgmt For For For
Preformed Line Products Company
Meeting Date: 05/05/2020 Country: USA Primary Security ID: 740444104 Record Date: 03/06/2020 Meeting Type: Annual Ticker: PLPC
Shares Voted: 1,896
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Glenn E. Corlett Mgmt For Withhold Withhold
1.2 Elect Director Michael E. Gibbons Mgmt For Withhold Withhold
1.3 Elect Director R. Steven Kestner Mgmt For Withhold Withhold
1.4 Elect Director J. Ryan Ruhlman Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Preformed Line Products Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Primo Water Corporation
Meeting Date: 05/05/2020 Country: Canada Primary Security ID: 74167P108 Record Date: 03/16/2020 Meeting Type: Annual Ticker: PRMW
Shares Voted: 57,057
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Britta Bomhard Mgmt For For For
1.2 Elect Director Susan E. Cates Mgmt For For For
1.3 Elect Director Jerry Fowden Mgmt For For For
1.4 Elect Director Stephen H. Halperin Mgmt For For For
1.5 Elect Director Thomas J. Harrington Mgmt For For For
1.6 Elect Director Betty Jane (BJ) Hess Mgmt For For For
1.7 Elect Director Gregory Monahan Mgmt For For For
1.8 Elect Director Mario Pilozzi Mgmt For For For
1.9 Elect Director Billy D. Prim Mgmt For For For
1.10 Elect Director Eric Rosenfeld Mgmt For Withhold Withhold
1.11 Elect Director Graham W. Savage Mgmt For For For
1.12 Elect Director Steven P. Stanbrook Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 1,533
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Britta Bomhard Mgmt For For For
1.2 Elect Director Susan E. Cates Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Primo Water Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Jerry Fowden Mgmt For For For
1.4 Elect Director Stephen H. Halperin Mgmt For For For
1.5 Elect Director Thomas J. Harrington Mgmt For For For
1.6 Elect Director Betty Jane (BJ) Hess Mgmt For For For
1.7 Elect Director Gregory Monahan Mgmt For For For
1.8 Elect Director Mario Pilozzi Mgmt For For For
1.9 Elect Director Billy D. Prim Mgmt For For For
1.10 Elect Director Eric Rosenfeld Mgmt For Withhold Withhold
1.11 Elect Director Graham W. Savage Mgmt For For For
1.12 Elect Director Steven P. Stanbrook Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Air Lease Corporation
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 00912X302 Record Date: 03/10/2020 Meeting Type: Annual Ticker: AL
Shares Voted: 1,985,723
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew J. Hart Mgmt For For For
1b Elect Director Cheryl Gordon Krongard Mgmt For For For
1c Elect Director Marshall O. Larsen Mgmt For For For
1d Elect Director Susan McCaw Mgmt For For For
1e Elect Director Robert A. Milton Mgmt For For For
1f Elect Director John L. Plueger Mgmt For For For
1g Elect Director Ian M. Saines Mgmt For For For
1h Elect Director Steven F. Udvar-Hazy Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Air Lease Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 332,368
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew J. Hart Mgmt For For For
1b Elect Director Cheryl Gordon Krongard Mgmt For For For
1c Elect Director Marshall O. Larsen Mgmt For For For
1d Elect Director Susan McCaw Mgmt For For For
1e Elect Director Robert A. Milton Mgmt For For For
1f Elect Director John L. Plueger Mgmt For For For
1g Elect Director Ian M. Saines Mgmt For For For
1h Elect Director Steven F. Udvar-Hazy Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Alcon Inc.
Meeting Date: 05/06/2020 Country: Switzerland Primary Security ID: H01301128 Record Date: Meeting Type: Annual Ticker: ALC
Shares Voted: 79,711
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board and Senior Mgmt For For For Management
3 Approve Allocation of Income and Omission Mgmt For For For of Dividends
4.1 Approve Remuneration Report (Non-Binding) Mgmt For For For
4.2 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 3.3 Million Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alcon Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.3 Approve Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 35.3 Million
5.1 Reelect Michael Ball as Director Mgmt For For For
5.2 Reelect Lynn Bleil as Director Mgmt For For For
5.3 Reelect Arthur Cummings as Director Mgmt For For For
5.4 Reelect David Endicott as Director Mgmt For For For
5.5 Reelect Thomas Glanzmann as Director Mgmt For For For
5.6 Reelect Keith Grossmann as Director Mgmt For For For
5.7 Reelect Scott Maw as Director Mgmt For For For
5.8 Reelect Karen May as Director Mgmt For For For
5.9 Reelect Ines Poeschel as Director Mgmt For For For
5.10 Reelect Dieter Spaelti as Director Mgmt For For For
6.1 Reappoint Thomas Glanzmann as Member of Mgmt For For For the Compensation Committee
6.2 Reappoint Keith Grossmann as Member of the Mgmt For For For Compensation Committee
6.3 Reappoint Karen May as Member of the Mgmt For For For Compensation Committee
6.4 Reappoint Ines Poeschel as Member of the Mgmt For For For Compensation Committee
7 Designate Hartmann Dreyer Attorneys-at-Law Mgmt For For For as Independent Proxy
8 Ratify PricewaterhouseCoopers SA as Auditors Mgmt For For For
9 Transact Other Business (Voting) Mgmt For Against Against
Alcon Inc.
Meeting Date: 05/06/2020 Country: Switzerland Primary Security ID: H01301128 Record Date: Meeting Type: Annual Ticker: ALC
Shares Voted: 277
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Share Re-registration Consent Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Allianz SE
Meeting Date: 05/06/2020 Country: Germany Primary Security ID: D03080112 Record Date: Meeting Type: Annual Ticker: ALV
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For Do Not of EUR 9.60 per Share Vote
3 Approve Discharge of Management Board for Mgmt For For Do Not Fiscal 2019 Vote
4 Approve Discharge of Supervisory Board for Mgmt For For Do Not Fiscal 2019 Vote
5 Approve Affiliation Agreement with Allianz Mgmt For For Do Not Africa Holding GmbH Vote
Shares Voted: 12,807
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 9.60 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Approve Affiliation Agreement with Allianz Mgmt For For For Africa Holding GmbH
Shares Voted: 147,698
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 9.60 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Allianz SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Affiliation Agreement with Allianz Mgmt For For For Africa Holding GmbH
AMETEK, Inc.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 031100100 Record Date: 03/23/2020 Meeting Type: Annual Ticker: AME
Shares Voted: 1,365,002
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas A. Amato Mgmt For For For
1b Elect Director Anthony J. Conti Mgmt For For For
1c Elect Director Gretchen W. McClain Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 2,534,163
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas A. Amato Mgmt For For For
1b Elect Director Anthony J. Conti Mgmt For For For
1c Elect Director Gretchen W. McClain Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Assured Guaranty Ltd.
Meeting Date: 05/06/2020 Country: Bermuda Primary Security ID: G0585R106 Record Date: 03/13/2020 Meeting Type: Annual Ticker: AGO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Assured Guaranty Ltd.
Shares Voted: 1,007,199
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Francisco L. Borges Mgmt For For For
1b Elect Director G. Lawrence Buhl Mgmt For For For
1c Elect Director Dominic J. Frederico Mgmt For For For
1d Elect Director Bonnie L. Howard Mgmt For For For
1e Elect Director Thomas W. Jones Mgmt For For For
1f Elect Director Patrick W. Kenny Mgmt For For For
1g Elect Director Alan J. Kreczko Mgmt For For For
1h Elect Director Simon W. Leathes Mgmt For For For
1i Elect Director Michael T. O'Kane Mgmt For For For
1j Elect Director Yukiko Omura Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
4aa Elect Howard W. Albert as Director of Assured Mgmt For For For Guaranty Re Ltd
4ab Elect Robert A. Bailenson as Director of Mgmt For For For Assured Guaranty Re Ltd
4ac Elect Russell B. Brewer, II as Director of Mgmt For For For Assured Guaranty Re Ltd
4ad Elect Gary Burnet as Director of Assured Mgmt For For For Guaranty Re Ltd
4ae Elect Ling Chow as Director of Assured Mgmt For For For Guaranty Re Ltd
4af Elect Stephen Donnarumma as Director of Mgmt For For For Assured Guaranty Re Ltd
4ag Elect Dominic J. Frederico as Director of Mgmt For For For Assured Guaranty Re Ltd
4ah Elect Walter A. Scott as Director of Assured Mgmt For For For Guaranty Re Ltd
4B Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For of Assured Guaranty Re Ltd Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Assured Guaranty Ltd.
Shares Voted: 243,453
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Francisco L. Borges Mgmt For For For
1b Elect Director G. Lawrence Buhl Mgmt For For For
1c Elect Director Dominic J. Frederico Mgmt For For For
1d Elect Director Bonnie L. Howard Mgmt For For For
1e Elect Director Thomas W. Jones Mgmt For For For
1f Elect Director Patrick W. Kenny Mgmt For For For
1g Elect Director Alan J. Kreczko Mgmt For For For
1h Elect Director Simon W. Leathes Mgmt For For For
1i Elect Director Michael T. O'Kane Mgmt For For For
1j Elect Director Yukiko Omura Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
4aa Elect Howard W. Albert as Director of Assured Mgmt For For For Guaranty Re Ltd
4ab Elect Robert A. Bailenson as Director of Mgmt For For For Assured Guaranty Re Ltd
4ac Elect Russell B. Brewer, II as Director of Mgmt For For For Assured Guaranty Re Ltd
4ad Elect Gary Burnet as Director of Assured Mgmt For For For Guaranty Re Ltd
4ae Elect Ling Chow as Director of Assured Mgmt For For For Guaranty Re Ltd
4af Elect Stephen Donnarumma as Director of Mgmt For For For Assured Guaranty Re Ltd
4ag Elect Dominic J. Frederico as Director of Mgmt For For For Assured Guaranty Re Ltd
4ah Elect Walter A. Scott as Director of Assured Mgmt For For For Guaranty Re Ltd
4B Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For of Assured Guaranty Re Ltd Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Carlisle Companies Incorporated
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 142339100 Record Date: 03/11/2020 Meeting Type: Annual Ticker: CSL
Shares Voted: 10
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert G. Bohn Mgmt For For For
1.2 Elect Director Gregg A. Ostrander Mgmt For For For
1.3 Elect Director Jesse G. Singh Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Cimarex Energy Co.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 171798101 Record Date: 03/10/2020 Meeting Type: Annual Ticker: XEC
Shares Voted: 808,881
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kathleen A. Hogenson Mgmt For For For
1.2 Elect Director Paul N. Eckley Mgmt For For For
1.3 Elect Director Thomas E. Jorden Mgmt For For For
1.4 Elect Director Floyd R. Price Mgmt For For For
1.5 Elect Director Frances M. Vallejo Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 839,262
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kathleen A. Hogenson Mgmt For For For
1.2 Elect Director Paul N. Eckley Mgmt For For For
1.3 Elect Director Thomas E. Jorden Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cimarex Energy Co.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Floyd R. Price Mgmt For For For
1.5 Elect Director Frances M. Vallejo Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
CSX Corporation
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 126408103 Record Date: 03/06/2020 Meeting Type: Annual Ticker: CSX
Shares Voted: 23
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Donna M. Alvarado Mgmt For For For
1b Elect Director Pamela L. Carter Mgmt For For For
1c Elect Director James M. Foote Mgmt For For For
1d Elect Director Steven T. Halverson Mgmt For For For
1e Elect Director Paul C. Hilal Mgmt For For For
1f Elect Director John D. McPherson Mgmt For For For
1g Elect Director David M. Moffett Mgmt For For For
1h Elect Director Linda H. Riefler Mgmt For For For
1i Elect Director Suzanne M. Vautrinot Mgmt For For For
1j Elect Director J. Steven Whisler Mgmt For For For
1k Elect Director John J. Zillmer Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Encompass Health Corporation
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 29261A100 Record Date: 03/09/2020 Meeting Type: Annual Ticker: EHC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Encompass Health Corporation
Shares Voted: 32
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Greg D. Carmichael Mgmt For For For
1b Elect Director John W. Chidsey Mgmt For For For
1c Elect Director Donald L. Correll Mgmt For For For
1d Elect Director Yvonne M. Curl Mgmt For For For
1e Elect Director Charles M. Elson Mgmt For For For
1f Elect Director Joan E. Herman Mgmt For For For
1g Elect Director Leo I. Higdon, Jr. Mgmt For For For
1h Elect Director Leslye G. Katz Mgmt For For For
1i Elect Director Patricia A. Maryland Mgmt For For For
1j Elect Director John E. Maupin, Jr. Mgmt For For For
1k Elect Director Nancy M. Schlichting Mgmt For For For
1l Elect Director L. Edward Shaw, Jr. Mgmt For For For
1m Elect Director Mark J. Tarr Mgmt For For For
1n Elect Director Terrance Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
General Dynamics Corporation
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 369550108 Record Date: 03/09/2020 Meeting Type: Annual Ticker: GD
Shares Voted: 166,915
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James S. Crown Mgmt For For For
1b Elect Director Rudy F. deLeon Mgmt For For For
1c Elect Director Cecil D. Haney Mgmt For For For
1d Elect Director Mark M. Malcolm Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
General Dynamics Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director James N. Mattis Mgmt For For For
1f Elect Director Phebe N. Novakovic Mgmt For For For
1g Elect Director C. Howard Nye Mgmt For For For
1h Elect Director William A. Osborn Mgmt For For For
1i Elect Director Catherine B. Reynolds Mgmt For For For
1j Elect Director Laura J. Schumacher Mgmt For For For
1k Elect Director John G. Stratton Mgmt For For For
1l Elect Director Peter A. Wall Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Shares Voted: 16,304
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James S. Crown Mgmt For For For
1b Elect Director Rudy F. deLeon Mgmt For For For
1c Elect Director Cecil D. Haney Mgmt For For For
1d Elect Director Mark M. Malcolm Mgmt For For For
1e Elect Director James N. Mattis Mgmt For For For
1f Elect Director Phebe N. Novakovic Mgmt For For For
1g Elect Director C. Howard Nye Mgmt For For For
1h Elect Director William A. Osborn Mgmt For For For
1i Elect Director Catherine B. Reynolds Mgmt For For For
1j Elect Director Laura J. Schumacher Mgmt For For For
1k Elect Director John G. Stratton Mgmt For For For
1l Elect Director Peter A. Wall Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
General Dynamics Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Gilead Sciences, Inc.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 375558103 Record Date: 03/13/2020 Meeting Type: Annual Ticker: GILD
Shares Voted: 641,573
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jacqueline K. Barton Mgmt For For For
1b Elect Director Sandra J. Horning Mgmt For For For
1c Elect Director Kelly A. Kramer Mgmt For For For
1d Elect Director Kevin E. Lofton Mgmt For For For
1e Elect Director Harish Manwani Mgmt For For For
1f Elect Director Daniel P. O'Day Mgmt For For For
1g Elect Director Richard J. Whitley Mgmt For For For
1h Elect Director Per Wold-Olsen Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chair SH Against For For
5 Eliminate the Ownership Threshold for SH Against Against Against Stockholders to Request a Record Date to Take Action by Written Consent
Shares Voted: 63,075
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jacqueline K. Barton Mgmt For For For
1b Elect Director Sandra J. Horning Mgmt For For For
1c Elect Director Kelly A. Kramer Mgmt For For For
1d Elect Director Kevin E. Lofton Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gilead Sciences, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Harish Manwani Mgmt For For For
1f Elect Director Daniel P. O'Day Mgmt For For For
1g Elect Director Richard J. Whitley Mgmt For For For
1h Elect Director Per Wold-Olsen Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chair SH Against For For
5 Eliminate the Ownership Threshold for SH Against Against Against Stockholders to Request a Record Date to Take Action by Written Consent
GlaxoSmithKline Plc
Meeting Date: 05/06/2020 Country: United Kingdom Primary Security ID: G3910J112 Record Date: 05/04/2020 Meeting Type: Annual Ticker: GSK
Shares Voted: 471,709
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For Abstain Abstain
4 Elect Sir Jonathan Symonds as Director Mgmt For For For
5 Elect Charles Bancroft as Director Mgmt For For For
6 Re-elect Emma Walmsley as Director Mgmt For For For
7 Re-elect Vindi Banga as Director Mgmt For For For
8 Re-elect Dr Hal Barron as Director Mgmt For For For
9 Re-elect Dr Vivienne Cox as Director Mgmt For For For
10 Re-elect Lynn Elsenhans as Director Mgmt For For For
11 Re-elect Dr Laurie Glimcher as Director Mgmt For For For
12 Re-elect Dr Jesse Goodman as Director Mgmt For For For
13 Re-elect Judy Lewent as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GlaxoSmithKline Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Re-elect Iain Mackay as Director Mgmt For For For
15 Re-elect Urs Rohner as Director Mgmt For For For
16 Reappoint Deloitte LLP as Auditors Mgmt For For For
17 Authorise the Audit & Risk Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise EU Political Donations and Mgmt For For For Expenditure
19 Authorise Issue of Equity Mgmt For For For
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Approve the Exemption from Statement of Mgmt For For For the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports
24 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 1,233,524
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For Abstain Abstain
4 Elect Sir Jonathan Symonds as Director Mgmt For For For
5 Elect Charles Bancroft as Director Mgmt For For For
6 Re-elect Emma Walmsley as Director Mgmt For For For
7 Re-elect Vindi Banga as Director Mgmt For For For
8 Re-elect Dr Hal Barron as Director Mgmt For For For
9 Re-elect Dr Vivienne Cox as Director Mgmt For For For
10 Re-elect Lynn Elsenhans as Director Mgmt For For For
11 Re-elect Dr Laurie Glimcher as Director Mgmt For For For
12 Re-elect Dr Jesse Goodman as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GlaxoSmithKline Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Re-elect Judy Lewent as Director Mgmt For For For
14 Re-elect Iain Mackay as Director Mgmt For For For
15 Re-elect Urs Rohner as Director Mgmt For For For
16 Reappoint Deloitte LLP as Auditors Mgmt For For For
17 Authorise the Audit & Risk Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise EU Political Donations and Mgmt For For For Expenditure
19 Authorise Issue of Equity Mgmt For For For
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Approve the Exemption from Statement of Mgmt For For For the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports
24 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
GlaxoSmithKline Plc
Meeting Date: 05/06/2020 Country: United Kingdom Primary Security ID: G3910J112 Record Date: 03/16/2020 Meeting Type: Annual Ticker: GSK
Shares Voted: 6,924,707
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For Withhold Withhold
4 Elect Sir Jonathan Symonds as Director Mgmt For For For
5 Elect Charles Bancroft as Director Mgmt For For For
6 Re-elect Emma Walmsley as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GlaxoSmithKline Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Re-elect Vindi Banga as Director Mgmt For For For
8 Re-elect Dr Hal Barron as Director Mgmt For For For
9 Re-elect Dr Vivienne Cox as Director Mgmt For For For
10 Re-elect Lynn Elsenhans as Director Mgmt For For For
11 Re-elect Dr Laurie Glimcher as Director Mgmt For For For
12 Re-elect Dr Jesse Goodman as Director Mgmt For For For
13 Re-elect Judy Lewent as Director Mgmt For For For
14 Re-elect Iain Mackay as Director Mgmt For For For
15 Re-elect Urs Rohner as Director Mgmt For For For
16 Reappoint Deloitte LLP as Auditors Mgmt For For For
17 Authorise the Audit & Risk Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise EU Political Donations and Mgmt For For For Expenditure
19 Authorise Issue of Equity Mgmt For For For
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Approve the Exemption from Statement of Mgmt For For For the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports
24 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 958,317
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For Withhold Withhold
4 Elect Sir Jonathan Symonds as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GlaxoSmithKline Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Elect Charles Bancroft as Director Mgmt For For For
6 Re-elect Emma Walmsley as Director Mgmt For For For
7 Re-elect Vindi Banga as Director Mgmt For For For
8 Re-elect Dr Hal Barron as Director Mgmt For For For
9 Re-elect Dr Vivienne Cox as Director Mgmt For For For
10 Re-elect Lynn Elsenhans as Director Mgmt For For For
11 Re-elect Dr Laurie Glimcher as Director Mgmt For For For
12 Re-elect Dr Jesse Goodman as Director Mgmt For For For
13 Re-elect Judy Lewent as Director Mgmt For For For
14 Re-elect Iain Mackay as Director Mgmt For For For
15 Re-elect Urs Rohner as Director Mgmt For For For
16 Reappoint Deloitte LLP as Auditors Mgmt For For For
17 Authorise the Audit & Risk Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise EU Political Donations and Mgmt For For For Expenditure
19 Authorise Issue of Equity Mgmt For For For
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Approve the Exemption from Statement of Mgmt For For For the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports
24 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Great Lakes Dredge & Dock Corporation
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 390607109 Record Date: 03/10/2020 Meeting Type: Annual Ticker: GLDD Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Great Lakes Dredge & Dock Corporation
Shares Voted: 90,964
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Elaine J. Dorward-King Mgmt For For For
1b Elect Director Ryan J. Levenson Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 30,802
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Elaine J. Dorward-King Mgmt For For For
1b Elect Director Ryan J. Levenson Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Loomis AB
Meeting Date: 05/06/2020 Country: Sweden Primary Security ID: W5650X104 Record Date: 04/29/2020 Meeting Type: Annual Ticker: LOOM.B
Shares Voted: 102,621
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Elect Chairman of Meeting Mgmt For For For
3 Prepare and Approve List of Shareholders Mgmt For For For
4 Approve Agenda of Meeting Mgmt For For For
5 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
6 Acknowledge Proper Convening of Meeting Mgmt For For For
7.a Receive Financial Statements and Statutory Mgmt Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Loomis AB
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.b Receive Auditor's Report on Application of Mgmt Guidelines for Remuneration for Executive Management
8.a Accept Financial Statements and Statutory Mgmt For For For Reports
8.b Approve Allocation of Income and Omission Mgmt For For For of Dividends
8.c Approve Discharge of Board and President Mgmt For For For
9 Determine Number of Members (6) and Mgmt For For For Deputy Members of Board (0)
10 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 1 Million for Chairman and SEK 425,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors
11 Reelect Alf Goransson (Chairman), Lars Mgmt For Against Against Blecko, Johan Lundberg, Jan Svensson and Cecilia Daun Wennborg as Directors; Elect Jeanette Almberg as New Director; Ratify Deloitte as Auditors
12 Approve Nomination Committee Procedures Mgmt For For For
13 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
14 Approve Performance Share Plan Mgmt For For For
15 Amend Articles Re: Set Minimum (SEK 60 Mgmt For For For Million) and Maximum (SEK 240 Million) Share Capital; Company Name; Participation at General Meeting; Share Registrar
16 Close Meeting Mgmt
Shares Voted: 275,042
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Elect Chairman of Meeting Mgmt For For For
3 Prepare and Approve List of Shareholders Mgmt For For For
4 Approve Agenda of Meeting Mgmt For For For
5 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
6 Acknowledge Proper Convening of Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Loomis AB
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.a Receive Financial Statements and Statutory Mgmt Reports
7.b Receive Auditor's Report on Application of Mgmt Guidelines for Remuneration for Executive Management
8.a Accept Financial Statements and Statutory Mgmt For For For Reports
8.b Approve Allocation of Income and Omission Mgmt For For For of Dividends
8.c Approve Discharge of Board and President Mgmt For For For
9 Determine Number of Members (6) and Mgmt For For For Deputy Members of Board (0)
10 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 1 Million for Chairman and SEK 425,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors
11 Reelect Alf Goransson (Chairman), Lars Mgmt For Against Against Blecko, Johan Lundberg, Jan Svensson and Cecilia Daun Wennborg as Directors; Elect Jeanette Almberg as New Director; Ratify Deloitte as Auditors
12 Approve Nomination Committee Procedures Mgmt For For For
13 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
14 Approve Performance Share Plan Mgmt For For For
15 Amend Articles Re: Set Minimum (SEK 60 Mgmt For For For Million) and Maximum (SEK 240 Million) Share Capital; Company Name; Participation at General Meeting; Share Registrar
16 Close Meeting Mgmt
LPL Financial Holdings Inc.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 50212V100 Record Date: 03/09/2020 Meeting Type: Annual Ticker: LPLA
Shares Voted: 116,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Dan H. Arnold Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LPL Financial Holdings Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Edward C. Bernard Mgmt For For For
1c Elect Director H. Paulett Eberhart Mgmt For For For
1d Elect Director William F. Glavin, Jr. Mgmt For For For
1e Elect Director Allison H. Mnookin Mgmt For For For
1f Elect Director Anne M. Mulcahy Mgmt For For For
1g Elect Director James S. Putnam Mgmt For For For
1h Elect Director Richard P. Schifter Mgmt For For For
1i Elect Director Corey E. Thomas Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 4,451
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Dan H. Arnold Mgmt For For For
1b Elect Director Edward C. Bernard Mgmt For For For
1c Elect Director H. Paulett Eberhart Mgmt For For For
1d Elect Director William F. Glavin, Jr. Mgmt For For For
1e Elect Director Allison H. Mnookin Mgmt For For For
1f Elect Director Anne M. Mulcahy Mgmt For For For
1g Elect Director James S. Putnam Mgmt For For For
1h Elect Director Richard P. Schifter Mgmt For For For
1i Elect Director Corey E. Thomas Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
MGM Growth Properties LLC
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 55303A105 Record Date: 03/13/2020 Meeting Type: Annual Ticker: MGP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MGM Growth Properties LLC
Shares Voted: 68
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Paul Salem Mgmt For Against Against
1b Elect Director Michael J. Rietbrock Mgmt For Against Against
1c Elect Director Thomas A. Roberts Mgmt For Against Against
1d Elect Director Daniel J. Taylor Mgmt For Against Against
1e Elect Director Corey I. Sanders Mgmt For Against Against
1f Elect Director John M. McManus Mgmt For Against Against
1g Elect Director Robert Smith Mgmt For Against Against
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Nutrien Ltd.
Meeting Date: 05/06/2020 Country: Canada Primary Security ID: 67077M108 Record Date: 03/20/2020 Meeting Type: Annual Ticker: NTR
Shares Voted: 585,044
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Christopher M. Burley Mgmt For For For
1.2 Elect Director Maura J. Clark Mgmt For For For
1.3 Elect Director David C. Everitt Mgmt For For For
1.4 Elect Director Russell K. Girling Mgmt For For For
1.5 Elect Director Miranda C. Hubbs Mgmt For For For
1.6 Elect Director Alice D. Laberge Mgmt For For For
1.7 Elect Director Consuelo E. Madere Mgmt For For For
1.8 Elect Director Charles V. Magro Mgmt For For For
1.9 Elect Director Keith G. Martell Mgmt For For For
1.10 Elect Director Aaron W. Regent Mgmt For For For
1.11 Elect Director Mayo M. Schmidt Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nutrien Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 1,299,609
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Christopher M. Burley Mgmt For For For
1.2 Elect Director Maura J. Clark Mgmt For For For
1.3 Elect Director David C. Everitt Mgmt For For For
1.4 Elect Director Russell K. Girling Mgmt For For For
1.5 Elect Director Miranda C. Hubbs Mgmt For For For
1.6 Elect Director Alice D. Laberge Mgmt For For For
1.7 Elect Director Consuelo E. Madere Mgmt For For For
1.8 Elect Director Charles V. Magro Mgmt For For For
1.9 Elect Director Keith G. Martell Mgmt For For For
1.10 Elect Director Aaron W. Regent Mgmt For For For
1.11 Elect Director Mayo M. Schmidt Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
PepsiCo, Inc.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 713448108 Record Date: 03/02/2020 Meeting Type: Annual Ticker: PEP
Shares Voted: 536,099
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Shona L. Brown Mgmt For For For
1b Elect Director Cesar Conde Mgmt For For For
1c Elect Director Ian Cook Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PepsiCo, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Dina Dublon Mgmt For For For
1e Elect Director Richard W. Fisher Mgmt For For For
1f Elect Director Michelle Gass Mgmt For For For
1g Elect Director Ramon L. Laguarta Mgmt For For For
1h Elect Director David C. Page Mgmt For For For
1i Elect Director Robert C. Pohlad Mgmt For For For
1j Elect Director Daniel Vasella Mgmt For For For
1k Elect Director Darren Walker Mgmt For For For
1l Elect Director Alberto Weisser Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
5 Report on Sugar and Public Health SH Against Refer Against
Shares Voted: 161,291
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Shona L. Brown Mgmt For For For
1b Elect Director Cesar Conde Mgmt For For For
1c Elect Director Ian Cook Mgmt For For For
1d Elect Director Dina Dublon Mgmt For For For
1e Elect Director Richard W. Fisher Mgmt For For For
1f Elect Director Michelle Gass Mgmt For For For
1g Elect Director Ramon L. Laguarta Mgmt For For For
1h Elect Director David C. Page Mgmt For For For
1i Elect Director Robert C. Pohlad Mgmt For For For
1j Elect Director Daniel Vasella Mgmt For For For
1k Elect Director Darren Walker Mgmt For For For
1l Elect Director Alberto Weisser Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PepsiCo, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
5 Report on Sugar and Public Health SH Against Refer Against
Philip Morris International Inc.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 718172109 Record Date: 03/13/2020 Meeting Type: Annual Ticker: PM
Shares Voted: 306,117
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Andre Calantzopoulos Mgmt For For For
1b Elect Director Louis C. Camilleri Mgmt For For For
1c Elect Director Werner Geissler Mgmt For For For
1d Elect Director Lisa A. Hook Mgmt For For For
1e Elect Director Jennifer Li Mgmt For For For
1f Elect Director Jun Makihara Mgmt For For For
1g Elect Director Kalpana Morparia Mgmt For For For
1h Elect Director Lucio A. Noto Mgmt For For For
1i Elect Director Frederik Paulsen Mgmt For For For
1j Elect Director Robert B. Polet Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers SA as Auditor Mgmt For For For
Shares Voted: 399,320
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Andre Calantzopoulos Mgmt For For For
1b Elect Director Louis C. Camilleri Mgmt For For For
1c Elect Director Werner Geissler Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Philip Morris International Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Lisa A. Hook Mgmt For For For
1e Elect Director Jennifer Li Mgmt For For For
1f Elect Director Jun Makihara Mgmt For For For
1g Elect Director Kalpana Morparia Mgmt For For For
1h Elect Director Lucio A. Noto Mgmt For For For
1i Elect Director Frederik Paulsen Mgmt For For For
1j Elect Director Robert B. Polet Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers SA as Auditor Mgmt For For For
Phillips 66
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 718546104 Record Date: 03/11/2020 Meeting Type: Annual Ticker: PSX
Shares Voted: 243,741
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charles M. Holley Mgmt For For For
1b Elect Director Glenn F. Tilton Mgmt For For For
1c Elect Director Marna C. Whittington Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Risks of Gulf Coast Petrochemical SH Against Refer For Investments
Shares Voted: 40,915
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charles M. Holley Mgmt For For For
1b Elect Director Glenn F. Tilton Mgmt For For For
1c Elect Director Marna C. Whittington Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Phillips 66
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Risks of Gulf Coast Petrochemical SH Against Refer For Investments
Six Flags Entertainment Corporation
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 83001A102 Record Date: 03/11/2020 Meeting Type: Annual Ticker: SIX
Shares Voted: 341,082
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director B. Ben Baldanza Mgmt For For For
1.2 Elect Director Selim Bassoul Mgmt For For For
1.3 Elect Director Kurt M. Cellar Mgmt For Withhold Withhold
1.4 Elect Director Nancy A. Krejsa Mgmt For Withhold Withhold
1.5 Elect Director Richard W. Roedel Mgmt For Withhold Withhold
1.6 Elect Director Arik Ruchim Mgmt For For For
1.7 Elect Director Michael Spanos Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 71,789
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director B. Ben Baldanza Mgmt For For For
1.2 Elect Director Selim Bassoul Mgmt For For For
1.3 Elect Director Kurt M. Cellar Mgmt For Withhold Withhold
1.4 Elect Director Nancy A. Krejsa Mgmt For Withhold Withhold
1.5 Elect Director Richard W. Roedel Mgmt For Withhold Withhold
1.6 Elect Director Arik Ruchim Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Six Flags Entertainment Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Michael Spanos Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
United Community Banks, Inc.
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 90984P303 Record Date: 03/09/2020 Meeting Type: Annual Ticker: UCBI
Shares Voted: 16,974
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert H. Blalock Mgmt For For For
1.2 Elect Director L. Cathy Cox Mgmt For For For
1.3 Elect Director Kenneth L. Daniels Mgmt For For For
1.4 Elect Director Lance F. Drummond Mgmt For For For
1.5 Elect Director H. Lynn Harton Mgmt For For For
1.6 Elect Director Jennifer K. Mann Mgmt For For For
1.7 Elect Director Thomas A. Richlovsky Mgmt For For For
1.8 Elect Director David C. Shaver Mgmt For For For
1.9 Elect Director Tim R. Wallis Mgmt For For For
1.10 Elect Director David H. Wilkins Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 7,147
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert H. Blalock Mgmt For For For
1.2 Elect Director L. Cathy Cox Mgmt For For For
1.3 Elect Director Kenneth L. Daniels Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
United Community Banks, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Lance F. Drummond Mgmt For For For
1.5 Elect Director H. Lynn Harton Mgmt For For For
1.6 Elect Director Jennifer K. Mann Mgmt For For For
1.7 Elect Director Thomas A. Richlovsky Mgmt For For For
1.8 Elect Director David C. Shaver Mgmt For For For
1.9 Elect Director Tim R. Wallis Mgmt For For For
1.10 Elect Director David H. Wilkins Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Air Transport Services Group, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 00922R105 Record Date: 03/12/2020 Meeting Type: Annual Ticker: ATSG
Shares Voted: 39,275
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard M. Baudouin Mgmt For Against Against
1b Elect Director Richard F. Corrado Mgmt For For For
1c Elect Director Joseph C. Hete Mgmt For For For
1d Elect Director Raymond E. Johns, Jr. Mgmt For Against Against
1e Elect Director Laura J. Peterson Mgmt For Against Against
1f Elect Director Randy D. Rademacher Mgmt For For For
1g Elect Director J. Christopher Teets Mgmt For Against Against
1h Elect Director Jeffrey J. Vorholt Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Air Transport Services Group, Inc.
Shares Voted: 13,445
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard M. Baudouin Mgmt For Against Against
1b Elect Director Richard F. Corrado Mgmt For For For
1c Elect Director Joseph C. Hete Mgmt For For For
1d Elect Director Raymond E. Johns, Jr. Mgmt For Against Against
1e Elect Director Laura J. Peterson Mgmt For Against Against
1f Elect Director Randy D. Rademacher Mgmt For For For
1g Elect Director J. Christopher Teets Mgmt For Against Against
1h Elect Director Jeffrey J. Vorholt Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Alaska Air Group, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 011659109 Record Date: 03/16/2020 Meeting Type: Annual Ticker: ALK
Shares Voted: 117,399
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patricia M. Bedient Mgmt For For For
1b Elect Director James A. Beer Mgmt For For For
1c Elect Director Marion C. Blakey Mgmt For For For
1d Elect Director Raymond L. Conner Mgmt For For For
1e Elect Director Dhiren R. Fonseca Mgmt For For For
1f Elect Director Kathleen T. Hogan Mgmt For For For
1g Elect Director Susan J. Li Mgmt For For For
1h Elect Director Benito Minicucci Mgmt For For For
1i Elect Director Helvi K. Sandvik Mgmt For For For
1j Elect Director J. Kenneth Thompson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alaska Air Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1k Elect Director Bradley D. Tilden Mgmt For For For
1l Elect Director Eric K. Yeaman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Report on Political Contributions Disclosure SH Against Against Against
5 Report on Lobbying Payments and Policy SH Against Refer For
Shares Voted: 4,433
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patricia M. Bedient Mgmt For For For
1b Elect Director James A. Beer Mgmt For For For
1c Elect Director Marion C. Blakey Mgmt For For For
1d Elect Director Raymond L. Conner Mgmt For For For
1e Elect Director Dhiren R. Fonseca Mgmt For For For
1f Elect Director Kathleen T. Hogan Mgmt For For For
1g Elect Director Susan J. Li Mgmt For For For
1h Elect Director Benito Minicucci Mgmt For For For
1i Elect Director Helvi K. Sandvik Mgmt For For For
1j Elect Director J. Kenneth Thompson Mgmt For For For
1k Elect Director Bradley D. Tilden Mgmt For For For
1l Elect Director Eric K. Yeaman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Report on Political Contributions Disclosure SH Against Against Against
5 Report on Lobbying Payments and Policy SH Against Refer For
American Homes 4 Rent
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 02665T306 Record Date: 03/09/2020 Meeting Type: Annual Ticker: AMH Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
American Homes 4 Rent
Shares Voted: 928,805
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tamara Hughes Gustavson Mgmt For For For
1.2 Elect Director David P. Singelyn Mgmt For For For
1.3 Elect Director Douglas N. Benham Mgmt For For For
1.4 Elect Director John "Jack" Corrigan Mgmt For For For
1.5 Elect Director David Goldberg Mgmt For For For
1.6 Elect Director Matthew J. Hart Mgmt For For For
1.7 Elect Director James H. Kropp Mgmt For For For
1.8 Elect Director Winifred "Wendy" M. Webb Mgmt For For For
1.9 Elect Director Jay Willoughby Mgmt For For For
1.10 Elect Director Kenneth M. Woolley Mgmt For For For
1.11 Elect Director Matthew R. Zaist Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 3,048,195
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tamara Hughes Gustavson Mgmt For For For
1.2 Elect Director David P. Singelyn Mgmt For For For
1.3 Elect Director Douglas N. Benham Mgmt For For For
1.4 Elect Director John "Jack" Corrigan Mgmt For For For
1.5 Elect Director David Goldberg Mgmt For For For
1.6 Elect Director Matthew J. Hart Mgmt For For For
1.7 Elect Director James H. Kropp Mgmt For For For
1.8 Elect Director Winifred "Wendy" M. Webb Mgmt For For For
1.9 Elect Director Jay Willoughby Mgmt For For For
1.10 Elect Director Kenneth M. Woolley Mgmt For For For
1.11 Elect Director Matthew R. Zaist Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
American Homes 4 Rent
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Archer-Daniels-Midland Company
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 039483102 Record Date: 03/16/2020 Meeting Type: Annual Ticker: ADM
Shares Voted: 403,401
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael S. Burke Mgmt For For For
1b Elect Director Terrell K. Crews Mgmt For For For
1c Elect Director Pierre Dufour Mgmt For For For
1d Elect Director Donald E. Felsinger Mgmt For For For
1e Elect Director Suzan F. Harrison Mgmt For For For
1f Elect Director Juan R. Luciano Mgmt For For For
1g Elect Director Patrick J. Moore Mgmt For For For
1h Elect Director Francisco J. Sanchez Mgmt For For For
1i Elect Director Debra A. Sandler Mgmt For For For
1j Elect Director Lei Z. Schlitz Mgmt For For For
1k Elect Director Kelvin R. Westbrook Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Assurant, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 04621X108 Record Date: 03/13/2020 Meeting Type: Annual Ticker: AIZ Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Assurant, Inc.
Shares Voted: 68,122
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Elaine D. Rosen Mgmt For For For
1b Elect Director Paget L. Alves Mgmt For For For
1c Elect Director Juan N. Cento Mgmt For For For
1d Elect Director Alan B. Colberg Mgmt For For For
1e Elect Director Harriet Edelman Mgmt For For For
1f Elect Director Lawrence V. Jackson Mgmt For For For
1g Elect Director Jean-Paul L. Montupet Mgmt For For For
1h Elect Director Debra J. Perry Mgmt For For For
1i Elect Director Ognjen (Ogi) Redzic Mgmt For For For
1j Elect Director Paul J. Reilly Mgmt For For For
1k Elect Director Robert W. Stein Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 2,604
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Elaine D. Rosen Mgmt For For For
1b Elect Director Paget L. Alves Mgmt For For For
1c Elect Director Juan N. Cento Mgmt For For For
1d Elect Director Alan B. Colberg Mgmt For For For
1e Elect Director Harriet Edelman Mgmt For For For
1f Elect Director Lawrence V. Jackson Mgmt For For For
1g Elect Director Jean-Paul L. Montupet Mgmt For For For
1h Elect Director Debra J. Perry Mgmt For For For
1i Elect Director Ognjen (Ogi) Redzic Mgmt For For For
1j Elect Director Paul J. Reilly Mgmt For For For
1k Elect Director Robert W. Stein Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Assurant, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Avantor, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 05352A100 Record Date: 03/23/2020 Meeting Type: Annual Ticker: AVTR
Shares Voted: 2,911,243
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Juan Andres Mgmt For For For
1.2 Elect Director Andre Moura Mgmt For Withhold Withhold
1.3 Elect Director Jonathan Peacock Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 4,145,526
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Juan Andres Mgmt For For For
1.2 Elect Director Andre Moura Mgmt For Withhold Withhold
1.3 Elect Director Jonathan Peacock Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Axis Capital Holdings Limited
Meeting Date: 05/07/2020 Country: Bermuda Primary Security ID: G0692U109 Record Date: 03/13/2020 Meeting Type: Annual Ticker: AXS
Shares Voted: 796,103
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas C. Ramey Mgmt For For For
1.2 Elect Director Wilhelm Zeller Mgmt For For For
1.3 Elect Director Lizabeth H. Zlatkus Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Deloitte Ltd. as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
Shares Voted: 347,437
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas C. Ramey Mgmt For For For
1.2 Elect Director Wilhelm Zeller Mgmt For For For
1.3 Elect Director Lizabeth H. Zlatkus Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Deloitte Ltd. as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
BAE Systems plc
Meeting Date: 05/07/2020 Country: United Kingdom Primary Security ID: G06940103 Record Date: 05/05/2020 Meeting Type: Annual Ticker: BA
Shares Voted: 1,049,648
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BAE Systems plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Re-elect Revathi Advaithi as Director Mgmt For For For
5 Re-elect Sir Roger Carr as Director Mgmt For For For
6 Re-elect Dame Elizabeth Corley as Director Mgmt For For For
7 Re-elect Christopher Grigg as Director Mgmt For For For
8 Re-elect Paula Reynolds as Director Mgmt For For For
9 Re-elect Nicholas Rose as Director Mgmt For For For
10 Re-elect Ian Tyler as Director Mgmt For For For
11 Re-elect Charles Woodburn as Director Mgmt For For For
12 Elect Thomas Arseneault as Director Mgmt For For For
13 Elect Bradley Greve as Director Mgmt For For For
14 Elect Jane Griffiths as Director Mgmt For For For
15 Elect Stephen Pearce as Director Mgmt For For For
16 Elect Nicole Piasecki as Director Mgmt For For For
17 Reappoint Deloitte LLP as Auditors Mgmt For For For
18 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Authorise Issue of Equity Mgmt For For For
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 2,525,348
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Revathi Advaithi as Director Mgmt For For For
5 Re-elect Sir Roger Carr as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BAE Systems plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Re-elect Dame Elizabeth Corley as Director Mgmt For For For
7 Re-elect Christopher Grigg as Director Mgmt For For For
8 Re-elect Paula Reynolds as Director Mgmt For For For
9 Re-elect Nicholas Rose as Director Mgmt For For For
10 Re-elect Ian Tyler as Director Mgmt For For For
11 Re-elect Charles Woodburn as Director Mgmt For For For
12 Elect Thomas Arseneault as Director Mgmt For For For
13 Elect Bradley Greve as Director Mgmt For For For
14 Elect Jane Griffiths as Director Mgmt For For For
15 Elect Stephen Pearce as Director Mgmt For For For
16 Elect Nicole Piasecki as Director Mgmt For For For
17 Reappoint Deloitte LLP as Auditors Mgmt For For For
18 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Authorise Issue of Equity Mgmt For For For
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Boston Scientific Corporation
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 101137107 Record Date: 03/13/2020 Meeting Type: Annual Ticker: BSX
Shares Voted: 531,963
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nelda J. Connors Mgmt For Withhold Withhold
1b Elect Director Charles J. Dockendorff Mgmt For For For
1c Elect Director Yoshiaki Fujimori Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Boston Scientific Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Donna A. James Mgmt For For For
1e Elect Director Edward J. Ludwig Mgmt For For For
1f Elect Director Stephen P. MacMillan Mgmt For For For
1g Elect Director Michael F. Mahoney Mgmt For For For
1h Elect Director David J. Roux Mgmt For For For
1i Elect Director John E. Sununu Mgmt For For For
1j Elect Director Ellen M. Zane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
5 Report on Non-Management Employee SH Against Against Against Representation on the Board of Directors
Shares Voted: 1,718,690
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nelda J. Connors Mgmt For Withhold Withhold
1b Elect Director Charles J. Dockendorff Mgmt For For For
1c Elect Director Yoshiaki Fujimori Mgmt For Withhold Withhold
1d Elect Director Donna A. James Mgmt For For For
1e Elect Director Edward J. Ludwig Mgmt For For For
1f Elect Director Stephen P. MacMillan Mgmt For For For
1g Elect Director Michael F. Mahoney Mgmt For For For
1h Elect Director David J. Roux Mgmt For For For
1i Elect Director John E. Sununu Mgmt For For For
1j Elect Director Ellen M. Zane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
5 Report on Non-Management Employee SH Against Against Against Representation on the Board of Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
C.H. Robinson Worldwide, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 12541W209 Record Date: 03/11/2020 Meeting Type: Annual Ticker: CHRW
Shares Voted: 62,560
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Scott P. Anderson Mgmt For For For
1.2 Elect Director Robert C. Biesterfeld, Jr. Mgmt For For For
1.3 Elect Director Wayne M. Fortun Mgmt For For For
1.4 Elect Director Timothy C. Gokey Mgmt For For For
1.5 Elect Director Mary J. Steele Guilfoile Mgmt For For For
1.6 Elect Director Jodee A. Kozlak Mgmt For For For
1.7 Elect Director Brian P. Short Mgmt For For For
1.8 Elect Director James B. Stake Mgmt For For For
1.9 Elect Director Paula C. Tolliver Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 198,346
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Scott P. Anderson Mgmt For For For
1.2 Elect Director Robert C. Biesterfeld, Jr. Mgmt For For For
1.3 Elect Director Wayne M. Fortun Mgmt For For For
1.4 Elect Director Timothy C. Gokey Mgmt For For For
1.5 Elect Director Mary J. Steele Guilfoile Mgmt For For For
1.6 Elect Director Jodee A. Kozlak Mgmt For For For
1.7 Elect Director Brian P. Short Mgmt For For For
1.8 Elect Director James B. Stake Mgmt For For For
1.9 Elect Director Paula C. Tolliver Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cadence Bancorporation
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 12739A100 Record Date: 03/12/2020 Meeting Type: Annual Ticker: CADE
Shares Voted: 14,587
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William B. Harrison, Jr. Mgmt For For For
1.2 Elect Director Joseph W. Evans Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Eliminate Supermajority Vote Requirement Mgmt For For For
4 Amend Certificate of Incorporation Re: Mgmt For For For Obsolete Provisions
5 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
6 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Canadian Natural Resources Limited
Meeting Date: 05/07/2020 Country: Canada Primary Security ID: 136385101 Record Date: 03/18/2020 Meeting Type: Annual Ticker: CNQ
Shares Voted: 780,416
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Catherine M. Best Mgmt For For For
1.2 Elect Director M. Elizabeth Cannon Mgmt For For For
1.3 Elect Director N. Murray Edwards Mgmt For For For
1.4 Elect Director Christopher L. Fong Mgmt For For For
1.5 Elect Director Gordon D. Giffin Mgmt For For For
1.6 Elect Director Wilfred A. Gobert Mgmt For For For
1.7 Elect Director Steve W. Laut Mgmt For For For
1.8 Elect Director Tim S. McKay Mgmt For For For
1.9 Elect Director Frank J. McKenna Mgmt For For For
1.10 Elect Director David A. Tuer Mgmt For For For
1.11 Elect Director Annette M. Verschuren Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Canadian Natural Resources Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Shares Voted: 473,977
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Catherine M. Best Mgmt For For For
1.2 Elect Director M. Elizabeth Cannon Mgmt For For For
1.3 Elect Director N. Murray Edwards Mgmt For For For
1.4 Elect Director Christopher L. Fong Mgmt For For For
1.5 Elect Director Gordon D. Giffin Mgmt For For For
1.6 Elect Director Wilfred A. Gobert Mgmt For For For
1.7 Elect Director Steve W. Laut Mgmt For For For
1.8 Elect Director Tim S. McKay Mgmt For For For
1.9 Elect Director Frank J. McKenna Mgmt For For For
1.10 Elect Director David A. Tuer Mgmt For For For
1.11 Elect Director Annette M. Verschuren Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
Curtiss-Wright Corporation
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 231561101 Record Date: 03/10/2020 Meeting Type: Annual Ticker: CW
Shares Voted: 368,974
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David C. Adams Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Curtiss-Wright Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Dean M. Flatt Mgmt For For For
1.3 Elect Director S. Marce Fuller Mgmt For For For
1.4 Elect Director Bruce D. Hoechner Mgmt For For For
1.5 Elect Director Glenda J. Minor Mgmt For For For
1.6 Elect Director John B. Nathman Mgmt For For For
1.7 Elect Director Robert J. Rivet Mgmt For For For
1.8 Elect Director Albert E. Smith Mgmt For For For
1.9 Elect Director Peter C. Wallace Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 600,628
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David C. Adams Mgmt For For For
1.2 Elect Director Dean M. Flatt Mgmt For For For
1.3 Elect Director S. Marce Fuller Mgmt For For For
1.4 Elect Director Bruce D. Hoechner Mgmt For For For
1.5 Elect Director Glenda J. Minor Mgmt For For For
1.6 Elect Director John B. Nathman Mgmt For For For
1.7 Elect Director Robert J. Rivet Mgmt For For For
1.8 Elect Director Albert E. Smith Mgmt For For For
1.9 Elect Director Peter C. Wallace Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
DTE Energy Company
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 233331107 Record Date: 03/10/2020 Meeting Type: Annual Ticker: DTE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DTE Energy Company
Shares Voted: 303,567
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gerard M. Anderson Mgmt For For For
1.2 Elect Director David A. Brandon Mgmt For For For
1.3 Elect Director Charles G. McClure, Jr. Mgmt For For For
1.4 Elect Director Gail J. McGovern Mgmt For For For
1.5 Elect Director Mark A. Murray Mgmt For For For
1.6 Elect Director Gerardo Norcia Mgmt For For For
1.7 Elect Director Ruth G. Shaw Mgmt For For For
1.8 Elect Director Robert C. Skaggs, Jr. Mgmt For For For
1.9 Elect Director David A. Thomas Mgmt For For For
1.10 Elect Director Gary H. Torgow Mgmt For For For
1.11 Elect Director James H. Vandenberghe Mgmt For For For
1.12 Elect Director Valerie M. Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Political Contributions SH Against Against Against
Shares Voted: 964,917
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gerard M. Anderson Mgmt For For For
1.2 Elect Director David A. Brandon Mgmt For For For
1.3 Elect Director Charles G. McClure, Jr. Mgmt For For For
1.4 Elect Director Gail J. McGovern Mgmt For For For
1.5 Elect Director Mark A. Murray Mgmt For For For
1.6 Elect Director Gerardo Norcia Mgmt For For For
1.7 Elect Director Ruth G. Shaw Mgmt For For For
1.8 Elect Director Robert C. Skaggs, Jr. Mgmt For For For
1.9 Elect Director David A. Thomas Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DTE Energy Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.10 Elect Director Gary H. Torgow Mgmt For For For
1.11 Elect Director James H. Vandenberghe Mgmt For For For
1.12 Elect Director Valerie M. Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Political Contributions SH Against Against Against
Enerplus Corporation
Meeting Date: 05/07/2020 Country: Canada Primary Security ID: 292766102 Record Date: 03/20/2020 Meeting Type: Annual Ticker: ERF
Shares Voted: 902
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Elliott Pew Mgmt For For For
1.2 Elect Director Judith D. Buie Mgmt For For For
1.3 Elect Director Karen E. Clarke-Whistler Mgmt For For For
1.4 Elect Director Michael R. Culbert Mgmt For For For
1.5 Elect Director Ian C. Dundas Mgmt For For For
1.6 Elect Director Hilary A. Foulkes Mgmt For For For
1.7 Elect Director Robert B. Hodgins Mgmt For For For
1.8 Elect Director Susan M. MacKenzie Mgmt For For For
1.9 Elect Director Jeffrey W. Sheets Mgmt For For For
1.10 Elect Director Sheldon B. Steeves Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Amend Share Award Incentive Plan Mgmt For For For
4 Re-approve Share Award Incentive Plan Mgmt For For For
5 Advisory Vote on Executive Compensation Mgmt For For For Approach Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fortis Inc.
Meeting Date: 05/07/2020 Country: Canada Primary Security ID: 349553107 Record Date: 03/20/2020 Meeting Type: Annual/Special Ticker: FTS
Shares Voted: 54
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tracey C. Ball Mgmt For For For
1.2 Elect Director Pierre J. Blouin Mgmt For For For
1.3 Elect Director Paul J. Bonavia Mgmt For For For
1.4 Elect Director Lawrence T. Borgard Mgmt For For For
1.5 Elect Director Maura J. Clark Mgmt For For For
1.6 Elect Director Margarita K. Dilley Mgmt For For For
1.7 Elect Director Julie A. Dobson Mgmt For For For
1.8 Elect Director Douglas J. Haughey Mgmt For For For
1.9 Elect Director Barry V. Perry Mgmt For For For
1.10 Elect Director Jo Mark Zurel Mgmt For For For
2 Approve Deloitte LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
3 Approve Advance Notice Requirement Mgmt For For For
4 Advisory Vote on Executive Compensation Mgmt For For For Approach
GeoPark Limited
Meeting Date: 05/07/2020 Country: Bermuda Primary Security ID: G38327105 Record Date: Meeting Type: Annual Ticker: GPRK
Shares Voted: 21,121
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Gerald Eugene O'Shaughnessy Mgmt For Against Against
2 Elect Director James Franklin Park Mgmt For Against Against
3 Elect Director Juan Cristobal Pavez Mgmt For For For
4 Elect Director Carlos Alberto Gulisano Mgmt For For For
5 Elect Director Pedro Enrique Aylwin Chiorrini Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GeoPark Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Elect Director Robert A. Bedingfield Mgmt For Against Against
7 Elect Director Jamie Bennett Coulter Mgmt For For For
8 Elect Director Constantin Papadimitriou Mgmt For For For
9 Ratify Pistrelli, Henry Martin y Asociados Mgmt For For For S.R.L. as Auditors
10 Authorize Audit Committee to Fix Mgmt For For For Remuneration of the Auditors
Shares Voted: 7,931
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Gerald Eugene O'Shaughnessy Mgmt For Against Against
2 Elect Director James Franklin Park Mgmt For Against Against
3 Elect Director Juan Cristobal Pavez Mgmt For For For
4 Elect Director Carlos Alberto Gulisano Mgmt For For For
5 Elect Director Pedro Enrique Aylwin Chiorrini Mgmt For Against Against
6 Elect Director Robert A. Bedingfield Mgmt For Against Against
7 Elect Director Jamie Bennett Coulter Mgmt For For For
8 Elect Director Constantin Papadimitriou Mgmt For For For
9 Ratify Pistrelli, Henry Martin y Asociados Mgmt For For For S.R.L. as Auditors
10 Authorize Audit Committee to Fix Mgmt For For For Remuneration of the Auditors
KBC Group SA/NV
Meeting Date: 05/07/2020 Country: Belgium Primary Security ID: B5337G162 Record Date: 04/23/2020 Meeting Type: Annual Ticker: KBC
Shares Voted: 57,760
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Directors' Reports (Non-Voting) Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KBC Group SA/NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Receive Auditors' Reports (Non-Voting) Mgmt
3 Receive Consolidated Financial Statements Mgmt and Statutory Reports (Non-Voting)
4 Adopt Financial Statements Mgmt For For For
5a Approve Allocation of Income Mgmt For For For
5b Approve Dividends of EUR 1.00 Per Share Mgmt For For For
6 Approve Remuneration Report Mgmt For For For
7 Approve Discharge of Directors Mgmt For For For
8 Approve Discharge of Auditors Mgmt For For For
9 Approve Auditors' Remuneration Mgmt For For For
10a Indicate Koenraad Debackere as Independent Mgmt For For For Director
10b Elect Erik Clinck as Director Mgmt For Against Against
10c Elect Liesbet Okkerse as Director Mgmt For Against Against
10d Reelect Theodoros Roussis as Director Mgmt For Against Against
10e Reelect Sonja De Becker as Director Mgmt For Against Against
10f Reelect Johan Thijs as Director Mgmt For For For
10g Reelect Vladimira Papirnik as Independent Mgmt For For For Director
11 Transact Other Business Mgmt
Shares Voted: 242,547
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Directors' Reports (Non-Voting) Mgmt
2 Receive Auditors' Reports (Non-Voting) Mgmt
3 Receive Consolidated Financial Statements Mgmt and Statutory Reports (Non-Voting)
4 Adopt Financial Statements Mgmt For For For
5a Approve Allocation of Income Mgmt For For For
5b Approve Dividends of EUR 1.00 Per Share Mgmt For For For
6 Approve Remuneration Report Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KBC Group SA/NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Discharge of Directors Mgmt For For For
8 Approve Discharge of Auditors Mgmt For For For
9 Approve Auditors' Remuneration Mgmt For For For
10a Indicate Koenraad Debackere as Independent Mgmt For For For Director
10b Elect Erik Clinck as Director Mgmt For Against Against
10c Elect Liesbet Okkerse as Director Mgmt For Against Against
10d Reelect Theodoros Roussis as Director Mgmt For Against Against
10e Reelect Sonja De Becker as Director Mgmt For Against Against
10f Reelect Johan Thijs as Director Mgmt For For For
10g Reelect Vladimira Papirnik as Independent Mgmt For For For Director
11 Transact Other Business Mgmt
Molina Healthcare, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 60855R100 Record Date: 03/10/2020 Meeting Type: Annual Ticker: MOH
Shares Voted: 294,349
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.a Elect Director Ronna E. Romney Mgmt For For For
1.b Elect Director Dale B. Wolf Mgmt For For For
1.c Elect Director Joseph M. Zubretsky Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 356,572
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.a Elect Director Ronna E. Romney Mgmt For For For
1.b Elect Director Dale B. Wolf Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Molina Healthcare, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.c Elect Director Joseph M. Zubretsky Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
PulteGroup, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 745867101 Record Date: 03/13/2020 Meeting Type: Annual Ticker: PHM
Shares Voted: 73,888
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Brian P. Anderson Mgmt For For For
1b Elect Director Bryce Blair Mgmt For For For
1c Elect Director Richard W. Dreiling Mgmt For For For
1d Elect Director Thomas J. Folliard Mgmt For For For
1e Elect Director Cheryl W. Grise Mgmt For For For
1f Elect Director Andre J. Hawaux Mgmt For For For
1g Elect Director Ryan R. Marshall Mgmt For For For
1h Elect Director John R. Peshkin Mgmt For For For
1i Elect Director Scott F. Powers Mgmt For For For
1j Elect Director Lila Snyder Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Recro Pharma, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 75629F109 Record Date: 03/16/2020 Meeting Type: Annual Ticker: REPH Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Recro Pharma, Inc.
Shares Voted: 45,520
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William Ashton Mgmt For Withhold Withhold
1.2 Elect Director Michael Berelowitz Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 7,291
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William Ashton Mgmt For Withhold Withhold
1.2 Elect Director Michael Berelowitz Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify KPMG LLP as Auditors Mgmt For For For
RSA Insurance Group Plc
Meeting Date: 05/07/2020 Country: United Kingdom Primary Security ID: G7705H157 Record Date: 05/05/2020 Meeting Type: Annual Ticker: RSA
Shares Voted: 2,156
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Approve Final Dividend Mgmt For Abstain Abstain
5 Re-elect Martin Scicluna as Director Mgmt For For For
6 Re-elect Stephen Hester as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
RSA Insurance Group Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Re-elect Scott Egan as Director Mgmt For For For
8 Elect Charlotte Jones as Director Mgmt For For For
9 Re-elect Alastair Barbour as Director Mgmt For For For
10 Re-elect Sonia Baxendale as Director Mgmt For For For
11 Elect Clare Bousfield as Director Mgmt For For For
12 Re-elect Kath Cates as Director Mgmt For For For
13 Re-elect Enrico Cucchiani as Director Mgmt For For For
14 Re-elect Martin Strobel as Director Mgmt For For For
15 Reappoint KPMG LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
17 Authorise EU Political Donations and Mgmt For For For Expenditure
18 Approve Increase in the Maximum Aggregate Mgmt For For For Fees Payable to Non-executive Directors
19 Authorise Issue of Equity Mgmt For Against Against
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Issue of Equity in Connection with Mgmt For For For the Issue of Mandatory Convertible Securities
23 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with the Issue of Mandatory Convertible Securities
24 Authorise Market Purchase of Ordinary Shares Mgmt For For For
25 Adopt New Articles of Association Mgmt For For For
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
TETRA Technologies, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 88162F105 Record Date: 03/13/2020 Meeting Type: Annual Ticker: TTI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TETRA Technologies, Inc.
Shares Voted: 234,057
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark E. Baldwin Mgmt For For For
1.2 Elect Director Thomas R. Bates, Jr. Mgmt For Withhold Withhold
1.3 Elect Director Paul D. Coombs Mgmt For Withhold Withhold
1.4 Elect Director John F. Glick Mgmt For Withhold Withhold
1.5 Elect Director Gina A. Luna Mgmt For Withhold Withhold
1.6 Elect Director Brady M. Murphy Mgmt For For For
1.7 Elect Director William D. Sullivan Mgmt For Withhold Withhold
1.8 Elect Director Joseph C. Winkler, III Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 136,570
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark E. Baldwin Mgmt For For For
1.2 Elect Director Thomas R. Bates, Jr. Mgmt For Withhold Withhold
1.3 Elect Director Paul D. Coombs Mgmt For Withhold Withhold
1.4 Elect Director John F. Glick Mgmt For Withhold Withhold
1.5 Elect Director Gina A. Luna Mgmt For Withhold Withhold
1.6 Elect Director Brady M. Murphy Mgmt For For For
1.7 Elect Director William D. Sullivan Mgmt For Withhold Withhold
1.8 Elect Director Joseph C. Winkler, III Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Tractor Supply Company
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 892356106 Record Date: 03/10/2020 Meeting Type: Annual Ticker: TSCO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tractor Supply Company
Shares Voted: 171,137
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Cynthia T. Jamison Mgmt For For For
1.2 Elect Director Ricardo Cardenas Mgmt For For For
1.3 Elect Director Denise L. Jackson Mgmt For For For
1.4 Elect Director Thomas A. Kingsbury Mgmt For For For
1.5 Elect Director Ramkumar Krishnan Mgmt For For For
1.6 Elect Director George MacKenzie Mgmt For For For
1.7 Elect Director Edna K. Morris Mgmt For For For
1.8 Elect Director Mark J. Weikel Mgmt For For For
1.9 Elect Director Harry A. Lawton, III Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Eliminate Supermajority Vote Requirement Mgmt For For For
Shares Voted: 627,075
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Cynthia T. Jamison Mgmt For For For
1.2 Elect Director Ricardo Cardenas Mgmt For For For
1.3 Elect Director Denise L. Jackson Mgmt For For For
1.4 Elect Director Thomas A. Kingsbury Mgmt For For For
1.5 Elect Director Ramkumar Krishnan Mgmt For For For
1.6 Elect Director George MacKenzie Mgmt For For For
1.7 Elect Director Edna K. Morris Mgmt For For For
1.8 Elect Director Mark J. Weikel Mgmt For For For
1.9 Elect Director Harry A. Lawton, III Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Eliminate Supermajority Vote Requirement Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unisys Corporation
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 909214306 Record Date: 03/09/2020 Meeting Type: Annual Ticker: UIS
Shares Voted: 24,230
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Peter A. Altabef Mgmt For For For
1b Elect Director Jared L. Cohon Mgmt For For For
1c Elect Director Nathaniel A. Davis Mgmt For For For
1d Elect Director Matthew J. Desch Mgmt For For For
1e Elect Director Denise K. Fletcher Mgmt For For For
1f Elect Director Philippe Germond Mgmt For For For
1g Elect Director Lisa A. Hook Mgmt For For For
1h Elect Director Deborah Lee James Mgmt For For For
1i Elect Director Paul E. Martin Mgmt For For For
1j Elect Director Regina Paolillo Mgmt For For For
1k Elect Director Lee D. Roberts Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 10,394
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Peter A. Altabef Mgmt For For For
1b Elect Director Jared L. Cohon Mgmt For For For
1c Elect Director Nathaniel A. Davis Mgmt For For For
1d Elect Director Matthew J. Desch Mgmt For For For
1e Elect Director Denise K. Fletcher Mgmt For For For
1f Elect Director Philippe Germond Mgmt For For For
1g Elect Director Lisa A. Hook Mgmt For For For
1h Elect Director Deborah Lee James Mgmt For For For
1i Elect Director Paul E. Martin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unisys Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Regina Paolillo Mgmt For For For
1k Elect Director Lee D. Roberts Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Universal Stainless & Alloy Products, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 913837100 Record Date: 03/20/2020 Meeting Type: Annual Ticker: USAP
Shares Voted: 12,388
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Christopher L. Ayers Mgmt For For For
1.2 Elect Director Judith L. Bacchus Mgmt For For For
1.3 Elect Director M. David Kornblatt Mgmt For For For
1.4 Elect Director Dennis M. Oates Mgmt For For For
1.5 Elect Director Udi Toledano Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Schneider Downs & Co., Inc. as Mgmt For For For Auditors
Vectrus, Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 92242T101 Record Date: 03/12/2020 Meeting Type: Annual Ticker: VEC
Shares Voted: 39,008
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director William F. Murdy Mgmt For Against Against
1b Elect Director Melvin F. Parker Mgmt For Against Against
1c Elect Director Stephen L. Waechter Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Vectrus, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 24,234
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director William F. Murdy Mgmt For Against Against
1b Elect Director Melvin F. Parker Mgmt For Against Against
1c Elect Director Stephen L. Waechter Mgmt For Against Against
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Verizon Communications Inc.
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 92343V104 Record Date: 03/09/2020 Meeting Type: Annual Ticker: VZ
Shares Voted: 8,882,333
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Shellye L. Archambeau Mgmt For For For
1.2 Elect Director Mark T. Bertolini Mgmt For For For
1.3 Elect Director Vittorio Colao Mgmt For For For
1.4 Elect Director Melanie L. Healey Mgmt For For For
1.5 Elect Director Clarence Otis, Jr. Mgmt For For For
1.6 Elect Director Daniel H. Schulman Mgmt For For For
1.7 Elect Director Rodney E. Slater Mgmt For For For
1.8 Elect Director Hans E. Vestberg Mgmt For For For
1.9 Elect Director Gregory G. Weaver Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Verizon Communications Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Eliminate Above-Market Earnings in Executive SH Against Against Against Retirement Plans
5 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
6 Report on Lobbying Payments and Policy SH Against Against For
7 Assess Feasibility of Data Privacy as a SH Against Refer For Performance Measure for Senior Executive Compensation
8 Submit Severance Agreement SH Against For For (Change-in-Control) to Shareholder Vote
Shares Voted: 1,333,108
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Shellye L. Archambeau Mgmt For For For
1.2 Elect Director Mark T. Bertolini Mgmt For For For
1.3 Elect Director Vittorio Colao Mgmt For For For
1.4 Elect Director Melanie L. Healey Mgmt For For For
1.5 Elect Director Clarence Otis, Jr. Mgmt For For For
1.6 Elect Director Daniel H. Schulman Mgmt For For For
1.7 Elect Director Rodney E. Slater Mgmt For For For
1.8 Elect Director Hans E. Vestberg Mgmt For For For
1.9 Elect Director Gregory G. Weaver Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Eliminate Above-Market Earnings in Executive SH Against Against Against Retirement Plans
5 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
6 Report on Lobbying Payments and Policy SH Against Against For
7 Assess Feasibility of Data Privacy as a SH Against Refer For Performance Measure for Senior Executive Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Verizon Communications Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Submit Severance Agreement SH Against For For (Change-in-Control) to Shareholder Vote
AbbVie Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 00287Y109 Record Date: 03/13/2020 Meeting Type: Annual Ticker: ABBV
Shares Voted: 3,014
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For For
1.2 Elect Director Edward M. Liddy Mgmt For For For
1.3 Elect Director Melody B. Meyer Mgmt For For For
1.4 Elect Director Frederick H. Waddell Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Eliminate Supermajority Vote Requirement Mgmt For For For
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Require Independent Board Chairman SH Against For For
7 Report on Integrating Risks Related to Drug SH Against Against Against Pricing into Senior Executive Compensation
Shares Voted: 199,455
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For For
1.2 Elect Director Edward M. Liddy Mgmt For For For
1.3 Elect Director Melody B. Meyer Mgmt For For For
1.4 Elect Director Frederick H. Waddell Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AbbVie Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Eliminate Supermajority Vote Requirement Mgmt For For For
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Require Independent Board Chairman SH Against For For
7 Report on Integrating Risks Related to Drug SH Against Against Against Pricing into Senior Executive Compensation
Alleghany Corporation
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 017175100 Record Date: 03/02/2020 Meeting Type: Annual Ticker: Y
Shares Voted: 196,224
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ian H. Chippendale Mgmt For For For
1.2 Elect Director Weston M. Hicks Mgmt For For For
1.3 Elect Director Jefferson W. Kirby Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Shares Voted: 381,337
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ian H. Chippendale Mgmt For For For
1.2 Elect Director Weston M. Hicks Mgmt For For For
1.3 Elect Director Jefferson W. Kirby Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Allegheny Technologies Incorporated
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 01741R102 Record Date: 03/09/2020 Meeting Type: Annual Ticker: ATI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Allegheny Technologies Incorporated
Shares Voted: 3,140
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James C. Diggs Mgmt For For For
1.2 Elect Director J. Brett Harvey Mgmt For For For
1.3 Elect Director David J. Morehouse Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 62
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James C. Diggs Mgmt For For For
1.2 Elect Director J. Brett Harvey Mgmt For For For
1.3 Elect Director David J. Morehouse Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
CommScope Holding Company, Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 20337X109 Record Date: 03/10/2020 Meeting Type: Annual Ticker: COMM
Shares Voted: 395,237
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2a Elect Director Frank M. Drendel Mgmt For For For
2b Elect Director Joanne M. Maguire Mgmt For For For
2c Elect Director Thomas J. Manning Mgmt For For For
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CommScope Holding Company, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
5 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
6 Approve Removal of Common Shares Mgmt For For For Issuance Restriction in Connection with the Conversion or Redemption of Preferred Shares, Exercise of Participation Rights, and Voting of Preferred Shares
7 Amend Omnibus Stock Plan Mgmt For Against Against
Dover Corporation
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 260003108 Record Date: 03/12/2020 Meeting Type: Annual Ticker: DOV
Shares Voted: 2,634,072
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director H. John Gilbertson, Jr. Mgmt For For For
1b Elect Director Kristiane C. Graham Mgmt For For For
1c Elect Director Michael F. Johnston Mgmt For For For
1d Elect Director Eric A. Spiegel Mgmt For For For
1e Elect Director Richard J. Tobin Mgmt For For For
1f Elect Director Stephen M. Todd Mgmt For For For
1g Elect Director Stephen K. Wagner Mgmt For For For
1h Elect Director Keith E. Wandell Mgmt For For For
1i Elect Director Mary A. Winston Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 2,243,449
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Dover Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director H. John Gilbertson, Jr. Mgmt For For For
1b Elect Director Kristiane C. Graham Mgmt For For For
1c Elect Director Michael F. Johnston Mgmt For For For
1d Elect Director Eric A. Spiegel Mgmt For For For
1e Elect Director Richard J. Tobin Mgmt For For For
1f Elect Director Stephen M. Todd Mgmt For For For
1g Elect Director Stephen K. Wagner Mgmt For For For
1h Elect Director Keith E. Wandell Mgmt For For For
1i Elect Director Mary A. Winston Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Entergy Corporation
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 29364G103 Record Date: 03/09/2020 Meeting Type: Annual Ticker: ETR
Shares Voted: 409,359
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John R. Burbank Mgmt For For For
1b Elect Director Patrick J. Condon Mgmt For For For
1c Elect Director Leo P. Denault Mgmt For For For
1d Elect Director Kirkland H. Donald Mgmt For For For
1e Elect Director Philip L. Frederickson Mgmt For For For
1f Elect Director Alexis M. Herman Mgmt For For For
1g Elect Director M. Elise Hyland Mgmt For For For
1h Elect Director Stuart L. Levenick Mgmt For For For
1i Elect Director Blanche Lambert Lincoln Mgmt For For For
1j Elect Director Karen A. Puckett Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Entergy Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 1,301,540
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John R. Burbank Mgmt For For For
1b Elect Director Patrick J. Condon Mgmt For For For
1c Elect Director Leo P. Denault Mgmt For For For
1d Elect Director Kirkland H. Donald Mgmt For For For
1e Elect Director Philip L. Frederickson Mgmt For For For
1f Elect Director Alexis M. Herman Mgmt For For For
1g Elect Director M. Elise Hyland Mgmt For For For
1h Elect Director Stuart L. Levenick Mgmt For For For
1i Elect Director Blanche Lambert Lincoln Mgmt For For For
1j Elect Director Karen A. Puckett Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Huron Consulting Group Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 447462102 Record Date: 03/11/2020 Meeting Type: Annual Ticker: HURN
Shares Voted: 418,136
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director H. Eugene Lockhart Mgmt For For For
1.2 Elect Director James H. Roth Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Amend Nonqualified Employee Stock Mgmt For For For Purchase Plan Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Huron Consulting Group Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 58,759
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director H. Eugene Lockhart Mgmt For For For
1.2 Elect Director James H. Roth Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Amend Nonqualified Employee Stock Mgmt For For For Purchase Plan
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
ManpowerGroup, Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 56418H100 Record Date: 02/28/2020 Meeting Type: Annual Ticker: MAN
Shares Voted: 367,229
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Gina R. Boswell Mgmt For For For
1B Elect Director Cari M. Dominguez Mgmt For For For
1C Elect Director William Downe Mgmt For For For
1D Elect Director John F. Ferraro Mgmt For For For
1E Elect Director Patricia Hemingway Hall Mgmt For For For
1F Elect Director Julie M. Howard Mgmt For For For
1G Elect Director Ulice Payne, Jr. Mgmt For For For
1H Elect Director Jonas Prising Mgmt For For For
1I Elect Director Paul Read Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ManpowerGroup, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1J Elect Director Elizabeth P. Sartain Mgmt For For For
1K Elect Director Michael J. Van Handel Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against Against
Shares Voted: 706,653
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Gina R. Boswell Mgmt For For For
1B Elect Director Cari M. Dominguez Mgmt For For For
1C Elect Director William Downe Mgmt For For For
1D Elect Director John F. Ferraro Mgmt For For For
1E Elect Director Patricia Hemingway Hall Mgmt For For For
1F Elect Director Julie M. Howard Mgmt For For For
1G Elect Director Ulice Payne, Jr. Mgmt For For For
1H Elect Director Jonas Prising Mgmt For For For
1I Elect Director Paul Read Mgmt For For For
1J Elect Director Elizabeth P. Sartain Mgmt For For For
1K Elect Director Michael J. Van Handel Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against Against
SINOPEC Engineering (Group) Co., Ltd.
Meeting Date: 05/08/2020 Country: China Primary Security ID: Y80359105 Record Date: 04/07/2020 Meeting Type: Annual Ticker: 2386 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SINOPEC Engineering (Group) Co., Ltd.
Shares Voted: 100,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
ORDINARY RESOLUTIONS Mgmt
1 Approve 2019 Report of the Board Mgmt For For For
2 Approve 2019 Report of the Supervisory Mgmt For For For Committee
3 Approve 2019 Audited Financial Statements Mgmt For For For
4 Approve 2019 Final Dividend Distribution Plan Mgmt For For For
5 Approve 2020 Interim Profit Distribution Plan Mgmt For For For
6 Approve 2020 Business Operation Plan, Mgmt For For For Investment Plan and Financial Budget
7 Approve BDO China Shu Lun Pan Certified Mgmt For For For Public Accountants LLP as Domestic Auditor and BDO Limited as International Auditor and Authorize Board to Fix Their Remuneration
SPECIAL RESOLUTIONS Mgmt
1 Amend Articles of Association and Authorize Mgmt For For For Board to Deal with All Matters in Relation to the Amendments to the Articles
2 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders and Authorize Board to Deal with All Matters in Relation to the Amendments to the Rules and Procedures for the Shareholders Meetings
3 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Board and Authorize Board to Deal with All Matters in Relation to the Amendments to the Rules and Procedures for the Board Meetings
4 Approve Grant of General Mandate to the Mgmt For For For Board to Repurchase Domestic Shares and/or H Shares
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for Domestic Shares and/or H Shares
SINOPEC Engineering (Group) Co., Ltd.
Meeting Date: 05/08/2020 Country: China Primary Security ID: Y80359105 Record Date: 04/07/2020 Meeting Type: Special Ticker: 2386 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SINOPEC Engineering (Group) Co., Ltd.
Shares Voted: 100,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt
1 Approve Grant of General Mandate to the Mgmt For For For Board to Repurchase Domestic Shares and/or H Shares
State Auto Financial Corporation
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 855707105 Record Date: 03/16/2020 Meeting Type: Annual Ticker: STFC
Shares Voted: 28,434
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David R. Meuse Mgmt For For For
1.2 Elect Director Setareh Pouraghabagher Mgmt For For For
1.3 Elect Director S. Elaine Roberts Mgmt For For For
1.4 Elect Director Dwight E. Smith Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 52,666
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David R. Meuse Mgmt For For For
1.2 Elect Director Setareh Pouraghabagher Mgmt For For For
1.3 Elect Director S. Elaine Roberts Mgmt For For For
1.4 Elect Director Dwight E. Smith Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Steel Dynamics, Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 858119100 Record Date: 03/09/2020 Meeting Type: Annual Ticker: STLD
Shares Voted: 616,647
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark D. Millett Mgmt For For For
1.2 Elect Director Sheree L. Bargabos Mgmt For For For
1.3 Elect Director Keith E. Busse Mgmt For For For
1.4 Elect Director Frank D. Byrne Mgmt For For For
1.5 Elect Director Kenneth W. Cornew Mgmt For For For
1.6 Elect Director Traci M. Dolan Mgmt For For For
1.7 Elect Director James C. Marcuccilli Mgmt For For For
1.8 Elect Director Bradley S. Seaman Mgmt For For For
1.9 Elect Director Gabriel L. Shaheen Mgmt For For For
1.10 Elect Director Steven A. Sonnenberg Mgmt For For For
1.11 Elect Director Richard P. Teets, Jr. Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 1,959,017
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark D. Millett Mgmt For For For
1.2 Elect Director Sheree L. Bargabos Mgmt For For For
1.3 Elect Director Keith E. Busse Mgmt For For For
1.4 Elect Director Frank D. Byrne Mgmt For For For
1.5 Elect Director Kenneth W. Cornew Mgmt For For For
1.6 Elect Director Traci M. Dolan Mgmt For For For
1.7 Elect Director James C. Marcuccilli Mgmt For For For
1.8 Elect Director Bradley S. Seaman Mgmt For For For
1.9 Elect Director Gabriel L. Shaheen Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Steel Dynamics, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.10 Elect Director Steven A. Sonnenberg Mgmt For For For
1.11 Elect Director Richard P. Teets, Jr. Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Teradyne, Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 880770102 Record Date: 03/12/2020 Meeting Type: Annual Ticker: TER
Shares Voted: 71,469
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Michael A. Bradley Mgmt For For For
1B Elect Director Edwin J. Gillis Mgmt For For For
1C Elect Director Timothy E. Guertin Mgmt For For For
1D Elect Director Mark E. Jagiela Mgmt For For For
1E Elect Director Mercedes Johnson Mgmt For For For
1F Elect Director Marilyn Matz Mgmt For For For
1G Elect Director Paul J. Tufano Mgmt For For For
1H Elect Director Roy A. Vallee Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 2,659
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Michael A. Bradley Mgmt For For For
1B Elect Director Edwin J. Gillis Mgmt For For For
1C Elect Director Timothy E. Guertin Mgmt For For For
1D Elect Director Mark E. Jagiela Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Teradyne, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1E Elect Director Mercedes Johnson Mgmt For For For
1F Elect Director Marilyn Matz Mgmt For For For
1G Elect Director Paul J. Tufano Mgmt For For For
1H Elect Director Roy A. Vallee Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
The Progressive Corporation
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 743315103 Record Date: 03/13/2020 Meeting Type: Annual Ticker: PGR
Shares Voted: 3,768,458
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Philip Bleser Mgmt For For For
1b Elect Director Stuart B. Burgdoerfer Mgmt For For For
1c Elect Director Pamela J. Craig Mgmt For For For
1d Elect Director Charles A. Davis Mgmt For For For
1e Elect Director Roger N. Farah Mgmt For For For
1f Elect Director Lawton W. Fitt Mgmt For For For
1g Elect Director Susan Patricia Griffith Mgmt For For For
1h Elect Director Jeffrey D. Kelly Mgmt For For For
1i Elect Director Patrick H. Nettles Mgmt For For For
1j Elect Director Barbara R. Snyder Mgmt For For For
1k Elect Director Jan E. Tighe Mgmt For For For
1l Elect Director Kahina Van Dyke Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Progressive Corporation
Shares Voted: 1,479,538
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Philip Bleser Mgmt For For For
1b Elect Director Stuart B. Burgdoerfer Mgmt For For For
1c Elect Director Pamela J. Craig Mgmt For For For
1d Elect Director Charles A. Davis Mgmt For For For
1e Elect Director Roger N. Farah Mgmt For For For
1f Elect Director Lawton W. Fitt Mgmt For For For
1g Elect Director Susan Patricia Griffith Mgmt For For For
1h Elect Director Jeffrey D. Kelly Mgmt For For For
1i Elect Director Patrick H. Nettles Mgmt For For For
1j Elect Director Barbara R. Snyder Mgmt For For For
1k Elect Director Jan E. Tighe Mgmt For For For
1l Elect Director Kahina Van Dyke Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
The Timken Company
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 887389104 Record Date: 02/21/2020 Meeting Type: Annual Ticker: TKR
Shares Voted: 238,067
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Maria A. Crowe Mgmt For For For
1.2 Elect Director Elizabeth A. Harrell Mgmt For For For
1.3 Elect Director Richard G. Kyle Mgmt For For For
1.4 Elect Director John A. Luke, Jr. Mgmt For For For
1.5 Elect Director Christopher L. Mapes Mgmt For For For
1.6 Elect Director James F. Palmer Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Timken Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Ajita G. Rajendra Mgmt For For For
1.8 Elect Director Frank C. Sullivan Mgmt For For For
1.9 Elect Director John M. Timken, Jr. Mgmt For For For
1.10 Elect Director Ward J. Timken, Jr. Mgmt For For For
1.11 Elect Director Jacqueline F. Woods Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Shares Voted: 48,678
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Maria A. Crowe Mgmt For For For
1.2 Elect Director Elizabeth A. Harrell Mgmt For For For
1.3 Elect Director Richard G. Kyle Mgmt For For For
1.4 Elect Director John A. Luke, Jr. Mgmt For For For
1.5 Elect Director Christopher L. Mapes Mgmt For For For
1.6 Elect Director James F. Palmer Mgmt For For For
1.7 Elect Director Ajita G. Rajendra Mgmt For For For
1.8 Elect Director Frank C. Sullivan Mgmt For For For
1.9 Elect Director John M. Timken, Jr. Mgmt For For For
1.10 Elect Director Ward J. Timken, Jr. Mgmt For For For
1.11 Elect Director Jacqueline F. Woods Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Zimmer Biomet Holdings, Inc.
Meeting Date: 05/08/2020 Country: USA Primary Security ID: 98956P102 Record Date: 03/09/2020 Meeting Type: Annual Ticker: ZBH
Shares Voted: 2,213,803
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Christopher B. Begley Mgmt For For For
1b Elect Director Betsy J. Bernard Mgmt For For For
1c Elect Director Gail K. Boudreaux Mgmt For For For
1d Elect Director Michael J. Farrell Mgmt For For For
1e Elect Director Larry C. Glasscock Mgmt For For For
1f Elect Director Robert A. Hagemann Mgmt For For For
1g Elect Director Bryan C. Hanson Mgmt For For For
1h Elect Director Arthur J. Higgins Mgmt For For For
1i Elect Director Maria Teresa Hilado Mgmt For For For
1j Elect Director Syed Jafry Mgmt For For For
1k Elect Director Michael W. Michelson Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 1,233,516
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Christopher B. Begley Mgmt For For For
1b Elect Director Betsy J. Bernard Mgmt For For For
1c Elect Director Gail K. Boudreaux Mgmt For For For
1d Elect Director Michael J. Farrell Mgmt For For For
1e Elect Director Larry C. Glasscock Mgmt For For For
1f Elect Director Robert A. Hagemann Mgmt For For For
1g Elect Director Bryan C. Hanson Mgmt For For For
1h Elect Director Arthur J. Higgins Mgmt For For For
1i Elect Director Maria Teresa Hilado Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Zimmer Biomet Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Syed Jafry Mgmt For For For
1k Elect Director Michael W. Michelson Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Avista Corporation
Meeting Date: 05/11/2020 Country: USA Primary Security ID: 05379B107 Record Date: 03/10/2020 Meeting Type: Annual Ticker: AVA
Shares Voted: 1,954
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kristianne Blake Mgmt For For For
1b Elect Director Donald C. Burke Mgmt For For For
1c Elect Director Rebecca A. Klein Mgmt For For For
1d Elect Director Scott H. Maw Mgmt For For For
1e Elect Director Scott L. Morris Mgmt For For For
1f Elect Director Jeffry L. Philipps Mgmt For For For
1g Elect Director Marc F. Racicot Mgmt For For For
1h Elect Director Heidi B. Stanley Mgmt For For For
1i Elect Director R. John Taylor Mgmt For For For
1j Elect Director Dennis P. Vermillion Mgmt For For For
1k Elect Director Janet D. Widmann Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 3,830
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kristianne Blake Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Avista Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Donald C. Burke Mgmt For For For
1c Elect Director Rebecca A. Klein Mgmt For For For
1d Elect Director Scott H. Maw Mgmt For For For
1e Elect Director Scott L. Morris Mgmt For For For
1f Elect Director Jeffry L. Philipps Mgmt For For For
1g Elect Director Marc F. Racicot Mgmt For For For
1h Elect Director Heidi B. Stanley Mgmt For For For
1i Elect Director R. John Taylor Mgmt For For For
1j Elect Director Dennis P. Vermillion Mgmt For For For
1k Elect Director Janet D. Widmann Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Everest Re Group, Ltd.
Meeting Date: 05/11/2020 Country: Bermuda Primary Security ID: G3223R108 Record Date: 03/16/2020 Meeting Type: Annual Ticker: RE
Shares Voted: 1,181,380
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John J. Amore Mgmt For For For
1.2 Elect Director Juan C. Andrade Mgmt For For For
1.3 Elect Director William F. Galtney, Jr. Mgmt For For For
1.4 Elect Director John A. Graf Mgmt For For For
1.5 Elect Director Meryl Hartzband Mgmt For For For
1.6 Elect Director Gerri Losquadro Mgmt For For For
1.7 Elect Director Roger M. Singer Mgmt For For For
1.8 Elect Director Joseph V. Taranto Mgmt For For For
1.9 Elect Director John A. Weber Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Everest Re Group, Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 462,371
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John J. Amore Mgmt For For For
1.2 Elect Director Juan C. Andrade Mgmt For For For
1.3 Elect Director William F. Galtney, Jr. Mgmt For For For
1.4 Elect Director John A. Graf Mgmt For For For
1.5 Elect Director Meryl Hartzband Mgmt For For For
1.6 Elect Director Gerri Losquadro Mgmt For For For
1.7 Elect Director Roger M. Singer Mgmt For For For
1.8 Elect Director Joseph V. Taranto Mgmt For For For
1.9 Elect Director John A. Weber Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Markel Corporation
Meeting Date: 05/11/2020 Country: USA Primary Security ID: 570535104 Record Date: 03/03/2020 Meeting Type: Annual Ticker: MKL
Shares Voted: 4,658
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director K. Bruce Connell Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Markel Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Thomas S. Gayner Mgmt For For For
1.3 Elect Director Stewart M. Kasen Mgmt For For For
1.4 Elect Director Diane Leopold Mgmt For Against Against
1.5 Elect Director Lemuel E. Lewis Mgmt For Against Against
1.6 Elect Director Anthony F. Markel Mgmt For For For
1.7 Elect Director Steven A. Markel Mgmt For For For
1.8 Elect Director Darrell D. Martin Mgmt For For For
1.9 Elect Director Harold L. Morrison, Jr. Mgmt For For For
1.10 Elect Director Michael O'Reilly Mgmt For Against Against
1.11 Elect Director Richard R. Whitt, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Nonqualified Employee Stock Mgmt For For For Purchase Plan and Qualified Employee Stock Purchase Plan
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 449
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director K. Bruce Connell Mgmt For For For
1.2 Elect Director Thomas S. Gayner Mgmt For For For
1.3 Elect Director Stewart M. Kasen Mgmt For For For
1.4 Elect Director Diane Leopold Mgmt For Against Against
1.5 Elect Director Lemuel E. Lewis Mgmt For Against Against
1.6 Elect Director Anthony F. Markel Mgmt For For For
1.7 Elect Director Steven A. Markel Mgmt For For For
1.8 Elect Director Darrell D. Martin Mgmt For For For
1.9 Elect Director Harold L. Morrison, Jr. Mgmt For For For
1.10 Elect Director Michael O'Reilly Mgmt For Against Against
1.11 Elect Director Richard R. Whitt, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Markel Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Nonqualified Employee Stock Mgmt For For For Purchase Plan and Qualified Employee Stock Purchase Plan
4 Ratify KPMG LLP as Auditors Mgmt For For For
Uber Technologies, Inc.
Meeting Date: 05/11/2020 Country: USA Primary Security ID: 90353T100 Record Date: 03/16/2020 Meeting Type: Annual Ticker: UBER
Shares Voted: 941
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ronald Sugar Mgmt For For For
1b Elect Director Ursula Burns Mgmt For For For
1c Elect Director Robert Eckert Mgmt For For For
1d Elect Director Amanda Ginsberg Mgmt For For For
1e Elect Director Dara Khosrowshahi Mgmt For For For
1f Elect Director Wan Ling Martello Mgmt For For For
1g Elect Director Yasir Al-Rumayyan Mgmt For For For
1h Elect Director John Thain Mgmt For For For
1i Elect Director David I. Trujillo Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
ALLETE, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 018522300 Record Date: 03/13/2020 Meeting Type: Annual Ticker: ALE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ALLETE, Inc.
Shares Voted: 1,259
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kathryn W. Dindo Mgmt For For For
1b Elect Director George G. Goldfarb Mgmt For For For
1c Elect Director Alan R. Hodnik Mgmt For For For
1d Elect Director James J. Hoolihan Mgmt For For For
1e Elect Director Heidi E. Jimmerson Mgmt For For For
1f Elect Director Madeleine W. Ludlow Mgmt For For For
1g Elect Director Susan K. Nestegard Mgmt For For For
1h Elect Director Douglas C. Neve Mgmt For For For
1i Elect Director Bethany M. Owen Mgmt For For For
1j Elect Director Robert P. Powers Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 2,382
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kathryn W. Dindo Mgmt For For For
1b Elect Director George G. Goldfarb Mgmt For For For
1c Elect Director Alan R. Hodnik Mgmt For For For
1d Elect Director James J. Hoolihan Mgmt For For For
1e Elect Director Heidi E. Jimmerson Mgmt For For For
1f Elect Director Madeleine W. Ludlow Mgmt For For For
1g Elect Director Susan K. Nestegard Mgmt For For For
1h Elect Director Douglas C. Neve Mgmt For For For
1i Elect Director Bethany M. Owen Mgmt For For For
1j Elect Director Robert P. Powers Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ALLETE, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Apergy Corporation
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 03755L104 Record Date: 03/16/2020 Meeting Type: Annual Ticker: APY
Shares Voted: 1,207,138
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gary P. Luquette Mgmt For Withhold Withhold
1.2 Elect Director Daniel W. Rabun Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
5 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 387,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gary P. Luquette Mgmt For Withhold Withhold
1.2 Elect Director Daniel W. Rabun Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
5 Amend Omnibus Stock Plan Mgmt For For For
Arthur J. Gallagher & Co.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 363576109 Record Date: 03/20/2020 Meeting Type: Annual Ticker: AJG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Arthur J. Gallagher & Co.
Shares Voted: 5,013
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sherry S. Barrat Mgmt For For For
1b Elect Director William L. Bax Mgmt For For For
1c Elect Director D. John Coldman Mgmt For For For
1d Elect Director Frank E. English, Jr. Mgmt For For For
1e Elect Director J. Patrick Gallagher, Jr. Mgmt For For For
1f Elect Director David S. Johnson Mgmt For For For
1g Elect Director Kay W. McCurdy Mgmt For For For
1h Elect Director Christopher C. Miskel Mgmt For For For
1i Elect Director Ralph J. Nicoletti Mgmt For For For
1j Elect Director Norman L. Rosenthal Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Adopt a Policy on Board Diversity SH Against Refer For
Shares Voted: 6,020
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sherry S. Barrat Mgmt For For For
1b Elect Director William L. Bax Mgmt For For For
1c Elect Director D. John Coldman Mgmt For For For
1d Elect Director Frank E. English, Jr. Mgmt For For For
1e Elect Director J. Patrick Gallagher, Jr. Mgmt For For For
1f Elect Director David S. Johnson Mgmt For For For
1g Elect Director Kay W. McCurdy Mgmt For For For
1h Elect Director Christopher C. Miskel Mgmt For For For
1i Elect Director Ralph J. Nicoletti Mgmt For For For
1j Elect Director Norman L. Rosenthal Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Arthur J. Gallagher & Co.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Adopt a Policy on Board Diversity SH Against Refer For
ConocoPhillips
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 20825C104 Record Date: 03/16/2020 Meeting Type: Annual Ticker: COP
Shares Voted: 4,036,557
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charles E. Bunch Mgmt For For For
1b Elect Director Caroline Maury Devine Mgmt For For For
1c Elect Director John V. Faraci Mgmt For For For
1d Elect Director Jody Freeman Mgmt For For For
1e Elect Director Gay Huey Evans Mgmt For For For
1f Elect Director Jeffrey A. Joerres Mgmt For For For
1g Elect Director Ryan M. Lance Mgmt For For For
1h Elect Director William H. McRaven Mgmt For For For
1i Elect Director Sharmila Mulligan Mgmt For For For
1j Elect Director Arjun N. Murti Mgmt For For For
1k Elect Director Robert A. Niblock Mgmt For For For
1l Elect Director David T. Seaton Mgmt For For For
1m Elect Director R. A. Walker Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 895,218
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Charles E. Bunch Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ConocoPhillips
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Caroline Maury Devine Mgmt For For For
1c Elect Director John V. Faraci Mgmt For For For
1d Elect Director Jody Freeman Mgmt For For For
1e Elect Director Gay Huey Evans Mgmt For For For
1f Elect Director Jeffrey A. Joerres Mgmt For For For
1g Elect Director Ryan M. Lance Mgmt For For For
1h Elect Director William H. McRaven Mgmt For For For
1i Elect Director Sharmila Mulligan Mgmt For For For
1j Elect Director Arjun N. Murti Mgmt For For For
1k Elect Director Robert A. Niblock Mgmt For For For
1l Elect Director David T. Seaton Mgmt For For For
1m Elect Director R. A. Walker Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Cummins Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 231021106 Record Date: 03/10/2020 Meeting Type: Annual Ticker: CMI
Shares Voted: 1,006,355
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director N. Thomas Linebarger Mgmt For For For
2 Elect Director Robert J. Bernhard Mgmt For For For
3 Elect Director Franklin R. Chang Diaz Mgmt For For For
4 Elect Director Bruno V. Di Leo Allen Mgmt For For For
5 Elect Director Stephen B. Dobbs Mgmt For For For
6 Elect Director Robert K. Herdman Mgmt For For For
7 Elect Director Alexis M. Herman Mgmt For For For
8 Elect Director Thomas J. Lynch Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cummins Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Elect Director William I. Miller Mgmt For For For
10 Elect Director Georgia R. Nelson Mgmt For For For
11 Elect Director Karen H. Quintos Mgmt For For For
12 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
13 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
14 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Shares Voted: 535,226
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director N. Thomas Linebarger Mgmt For For For
2 Elect Director Robert J. Bernhard Mgmt For For For
3 Elect Director Franklin R. Chang Diaz Mgmt For For For
4 Elect Director Bruno V. Di Leo Allen Mgmt For For For
5 Elect Director Stephen B. Dobbs Mgmt For For For
6 Elect Director Robert K. Herdman Mgmt For For For
7 Elect Director Alexis M. Herman Mgmt For For For
8 Elect Director Thomas J. Lynch Mgmt For For For
9 Elect Director William I. Miller Mgmt For For For
10 Elect Director Georgia R. Nelson Mgmt For For For
11 Elect Director Karen H. Quintos Mgmt For For For
12 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
13 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
14 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Essex Property Trust, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 297178105 Record Date: 02/27/2020 Meeting Type: Annual Ticker: ESS Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Essex Property Trust, Inc.
Shares Voted: 3,563
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Keith R. Guericke Mgmt For For For
1.2 Elect Director Maria R. Hawthorne Mgmt For For For
1.3 Elect Director Amal M. Johnson Mgmt For For For
1.4 Elect Director Mary Kasaris Mgmt For For For
1.5 Elect Director Irving F. Lyons, III Mgmt For For For
1.6 Elect Director George M. Marcus Mgmt For For For
1.7 Elect Director Thomas E. Robinson Mgmt For For For
1.8 Elect Director Michael J. Schall Mgmt For For For
1.9 Elect Director Byron A. Scordelis Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Forward Air Corporation
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 349853101 Record Date: 03/11/2020 Meeting Type: Annual Ticker: FWRD
Shares Voted: 8,236
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ronald W. Allen Mgmt For For For
1.2 Elect Director Ana B. Amicarella Mgmt For For For
1.3 Elect Director Valerie A. Bonebrake Mgmt For For For
1.4 Elect Director C. Robert Campbell Mgmt For For For
1.5 Elect Director R. Craig Carlock Mgmt For For For
1.6 Elect Director C. John Langley, Jr. Mgmt For For For
1.7 Elect Director G. Michael Lynch Mgmt For For For
1.8 Elect Director Thomas Schmitt Mgmt For For For
1.9 Elect Director Laurie A. Tucker Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Forward Air Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.10 Elect Director W. Gilbert West Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 11,120
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ronald W. Allen Mgmt For For For
1.2 Elect Director Ana B. Amicarella Mgmt For For For
1.3 Elect Director Valerie A. Bonebrake Mgmt For For For
1.4 Elect Director C. Robert Campbell Mgmt For For For
1.5 Elect Director R. Craig Carlock Mgmt For For For
1.6 Elect Director C. John Langley, Jr. Mgmt For For For
1.7 Elect Director G. Michael Lynch Mgmt For For For
1.8 Elect Director Thomas Schmitt Mgmt For For For
1.9 Elect Director Laurie A. Tucker Mgmt For For For
1.10 Elect Director W. Gilbert West Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
HP Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 40434L105 Record Date: 03/25/2020 Meeting Type: Annual Ticker: HPQ
Shares Voted: 1,829
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Aida M. Alvarez Mgmt For For For
1.2 Elect Director Shumeet Banerji Mgmt For For For
1.3 Elect Director Robert R. Bennett Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HP Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Charles "Chip" V. Bergh Mgmt For For For
1.5 Elect Director Stacy Brown-Philpot Mgmt For For For
1.6 Elect Director Stephanie A. Burns Mgmt For For For
1.7 Elect Director Mary Anne Citrino Mgmt For For For
1.8 Elect Director Richard L. Clemmer Mgmt For For For
1.9 Elect Director Enrique Lores Mgmt For For For
1.10 Elect Director Yoky Matsuoka Mgmt For For For
1.11 Elect Director Stacey Mobley Mgmt For For For
1.12 Elect Director Subra Suresh Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
5 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 719,209
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Aida M. Alvarez Mgmt For For For
1.2 Elect Director Shumeet Banerji Mgmt For For For
1.3 Elect Director Robert R. Bennett Mgmt For For For
1.4 Elect Director Charles "Chip" V. Bergh Mgmt For For For
1.5 Elect Director Stacy Brown-Philpot Mgmt For For For
1.6 Elect Director Stephanie A. Burns Mgmt For For For
1.7 Elect Director Mary Anne Citrino Mgmt For For For
1.8 Elect Director Richard L. Clemmer Mgmt For For For
1.9 Elect Director Enrique Lores Mgmt For For For
1.10 Elect Director Yoky Matsuoka Mgmt For For For
1.11 Elect Director Stacey Mobley Mgmt For For For
1.12 Elect Director Subra Suresh Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HP Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
5 Provide Right to Act by Written Consent SH Against For For
Italgas SpA
Meeting Date: 05/12/2020 Country: Italy Primary Security ID: T6R89Z103 Record Date: 04/30/2020 Meeting Type: Annual Ticker: IG
Shares Voted: 26,868
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income Mgmt For For For
3 Revoke Auditors; Approve New Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
4.1 Approve Remuneration Policy Mgmt For For For
4.2 Approve Second Section of the Remuneration Mgmt For For For Report
5 Approve 2020-2022 Long-Term Monetary Mgmt For For For Incentive Plan
A Deliberations on Possible Legal Action Against Mgmt None Against Against Directors if Presented by Shareholders
LKQ Corporation
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 501889208 Record Date: 03/16/2020 Meeting Type: Annual Ticker: LKQ
Shares Voted: 24,357
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick Berard Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LKQ Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Meg A. Divitto Mgmt For For For
1c Elect Director Robert M. Hanser Mgmt For For For
1d Elect Director Joseph M. Holsten Mgmt For For For
1e Elect Director Blythe J. McGarvie Mgmt For For For
1f Elect Director John W. Mendel Mgmt For For For
1g Elect Director Jody G. Miller Mgmt For For For
1h Elect Director John F. O'Brien Mgmt For For For
1i Elect Director Guhan Subramanian Mgmt For For For
1j Elect Director Xavier Urbain Mgmt For For For
1k Elect Director Dominick Zarcone Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 30,624
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick Berard Mgmt For For For
1b Elect Director Meg A. Divitto Mgmt For For For
1c Elect Director Robert M. Hanser Mgmt For For For
1d Elect Director Joseph M. Holsten Mgmt For For For
1e Elect Director Blythe J. McGarvie Mgmt For For For
1f Elect Director John W. Mendel Mgmt For For For
1g Elect Director Jody G. Miller Mgmt For For For
1h Elect Director John F. O'Brien Mgmt For For For
1i Elect Director Guhan Subramanian Mgmt For For For
1j Elect Director Xavier Urbain Mgmt For For For
1k Elect Director Dominick Zarcone Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Loews Corporation
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 540424108 Record Date: 03/17/2020 Meeting Type: Annual Ticker: L
Shares Voted: 1,371,287
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ann E. Berman Mgmt For For For
1b Elect Director Joseph L. Bower Mgmt For For For
1c Elect Director Charles D. Davidson Mgmt For For For
1d Elect Director Charles M. Diker Mgmt For For For
1e Elect Director Paul J. Fribourg Mgmt For For For
1f Elect Director Walter L. Harris Mgmt For Against Against
1g Elect Director Philip A. Laskawy Mgmt For For For
1h Elect Director Susan P. Peters Mgmt For For For
1i Elect Director Andrew H. Tisch Mgmt For For For
1j Elect Director James S. Tisch Mgmt For For For
1k Elect Director Jonathan M. Tisch Mgmt For For For
1l Elect Director Anthony Welters Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
4 Report on Political Contributions SH Against Against Against
Shares Voted: 1,426,767
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ann E. Berman Mgmt For For For
1b Elect Director Joseph L. Bower Mgmt For For For
1c Elect Director Charles D. Davidson Mgmt For For For
1d Elect Director Charles M. Diker Mgmt For For For
1e Elect Director Paul J. Fribourg Mgmt For For For
1f Elect Director Walter L. Harris Mgmt For Against Against
1g Elect Director Philip A. Laskawy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Loews Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Susan P. Peters Mgmt For For For
1i Elect Director Andrew H. Tisch Mgmt For For For
1j Elect Director James S. Tisch Mgmt For For For
1k Elect Director Jonathan M. Tisch Mgmt For For For
1l Elect Director Anthony Welters Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
4 Report on Political Contributions SH Against Against Against
Masco Corporation
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 574599106 Record Date: 03/16/2020 Meeting Type: Annual Ticker: MAS
Shares Voted: 898,670
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Keith J. Allman Mgmt For For For
1b Elect Director J. Michael Losh Mgmt For For For
1c Elect Director Christopher A. O'Herlihy Mgmt For For For
1d Elect Director Charles K. Stevens, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 1,769,631
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Keith J. Allman Mgmt For For For
1b Elect Director J. Michael Losh Mgmt For For For
1c Elect Director Christopher A. O'Herlihy Mgmt For For For
1d Elect Director Charles K. Stevens, III Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Masco Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
O-I Glass, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 67098H104 Record Date: 03/16/2020 Meeting Type: Annual Ticker: OI
Shares Voted: 874,950
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel R. Chapin Mgmt For For For
1b Elect Director Gordon J. Hardie Mgmt For For For
1c Elect Director Peter S. Hellman Mgmt For For For
1d Elect Director John Humphrey Mgmt For For For
1e Elect Director Anastasia D. Kelly Mgmt For For For
1f Elect Director Andres A. Lopez Mgmt For For For
1g Elect Director Alan J. Murray Mgmt For For For
1h Elect Director Hari N. Nair Mgmt For For For
1i Elect Director Joseph D. Rupp Mgmt For For For
1j Elect Director Catherine I. Slater Mgmt For For For
1k Elect Director John H. Walker Mgmt For For For
1l Elect Director Carol A. Williams Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 216,450
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel R. Chapin Mgmt For For For
1b Elect Director Gordon J. Hardie Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
O-I Glass, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1c Elect Director Peter S. Hellman Mgmt For For For
1d Elect Director John Humphrey Mgmt For For For
1e Elect Director Anastasia D. Kelly Mgmt For For For
1f Elect Director Andres A. Lopez Mgmt For For For
1g Elect Director Alan J. Murray Mgmt For For For
1h Elect Director Hari N. Nair Mgmt For For For
1i Elect Director Joseph D. Rupp Mgmt For For For
1j Elect Director Catherine I. Slater Mgmt For For For
1k Elect Director John H. Walker Mgmt For For For
1l Elect Director Carol A. Williams Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Popular, Inc.
Meeting Date: 05/12/2020 Country: Puerto Rico Primary Security ID: 733174700 Record Date: 03/13/2020 Meeting Type: Annual Ticker: BPOP
Shares Voted: 10,843
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ignacio Alvarez Mgmt For For For
1b Elect Director Maria Luisa Ferre Mgmt For For For
1c Elect Director C. Kim Goodwin Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Change Range for Size of the Board Mgmt For For For
4 Eliminate Supermajority Vote Requirement Mgmt For For For
5 Approve Omnibus Stock Plan Mgmt For For For
6 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
7 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Popular, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Adjourn Meeting Mgmt For For For
Shares Voted: 3,366
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ignacio Alvarez Mgmt For For For
1b Elect Director Maria Luisa Ferre Mgmt For For For
1c Elect Director C. Kim Goodwin Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Change Range for Size of the Board Mgmt For For For
4 Eliminate Supermajority Vote Requirement Mgmt For For For
5 Approve Omnibus Stock Plan Mgmt For For For
6 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
7 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
8 Adjourn Meeting Mgmt For For For
Prudential Financial, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 744320102 Record Date: 03/13/2020 Meeting Type: Annual Ticker: PRU
Shares Voted: 258,315
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas J. Baltimore, Jr. Mgmt For For For
1.2 Elect Director Gilbert F. Casellas Mgmt For For For
1.3 Elect Director Robert M. Falzon Mgmt For For For
1.4 Elect Director Martina Hund-Mejean Mgmt For For For
1.5 Elect Director Karl J. Krapek Mgmt For For For
1.6 Elect Director Peter R. Lighte Mgmt For For For
1.7 Elect Director Charles F. Lowrey Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Prudential Financial, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director George Paz Mgmt For For For
1.9 Elect Director Sandra Pianalto Mgmt For For For
1.10 Elect Director Christine A. Poon Mgmt For For For
1.11 Elect Director Douglas A. Scovanner Mgmt For For For
1.12 Elect Director Michael A. Todman Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
Shares Voted: 39,049
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas J. Baltimore, Jr. Mgmt For For For
1.2 Elect Director Gilbert F. Casellas Mgmt For For For
1.3 Elect Director Robert M. Falzon Mgmt For For For
1.4 Elect Director Martina Hund-Mejean Mgmt For For For
1.5 Elect Director Karl J. Krapek Mgmt For For For
1.6 Elect Director Peter R. Lighte Mgmt For For For
1.7 Elect Director Charles F. Lowrey Mgmt For For For
1.8 Elect Director George Paz Mgmt For For For
1.9 Elect Director Sandra Pianalto Mgmt For For For
1.10 Elect Director Christine A. Poon Mgmt For For For
1.11 Elect Director Douglas A. Scovanner Mgmt For For For
1.12 Elect Director Michael A. Todman Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Simon Property Group, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 828806109 Record Date: 03/16/2020 Meeting Type: Annual Ticker: SPG
Shares Voted: 6,274
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Glyn F. Aeppel Mgmt For For For
1b Elect Director Larry C. Glasscock Mgmt For For For
1c Elect Director Karen N. Horn Mgmt For For For
1d Elect Director Allan Hubbard Mgmt For For For
1e Elect Director Reuben S. Leibowitz Mgmt For For For
1f Elect Director Gary M. Rodkin Mgmt For For For
1g Elect Director Stefan M. Selig Mgmt For For For
1h Elect Director Daniel C. Smith Mgmt For For For
1i Elect Director J. Albert Smith, Jr. Mgmt For For For
1j Elect Director Marta R. Stewart Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 6,342
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Glyn F. Aeppel Mgmt For For For
1b Elect Director Larry C. Glasscock Mgmt For For For
1c Elect Director Karen N. Horn Mgmt For For For
1d Elect Director Allan Hubbard Mgmt For For For
1e Elect Director Reuben S. Leibowitz Mgmt For For For
1f Elect Director Gary M. Rodkin Mgmt For For For
1g Elect Director Stefan M. Selig Mgmt For For For
1h Elect Director Daniel C. Smith Mgmt For For For
1i Elect Director J. Albert Smith, Jr. Mgmt For For For
1j Elect Director Marta R. Stewart Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Simon Property Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Sykes Enterprises, Incorporated
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 871237103 Record Date: 03/12/2020 Meeting Type: Annual Ticker: SYKE
Shares Voted: 987,884
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director James S. MacLeod Mgmt For For For
1B Elect Director William D. Muir, Jr. Mgmt For For For
1C Elect Director Lorraine L. Lutton Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 176,807
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director James S. MacLeod Mgmt For For For
1B Elect Director William D. Muir, Jr. Mgmt For For For
1C Elect Director Lorraine L. Lutton Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
The Charles Schwab Corporation
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 808513105 Record Date: 03/16/2020 Meeting Type: Annual Ticker: SCHW Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Charles Schwab Corporation
Shares Voted: 342,319
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director William S. Haraf Mgmt For For For
1b Elect Director Frank C. Herringer Mgmt For For For
1c Elect Director Roger O. Walther Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Provide Proxy Access Right Mgmt For For For
6 Adopt Policy to Annually Disclose EEO-1 Data SH Against For For
7 Report on Lobbying Payments and Policy SH Against Against For
Shares Voted: 212,519
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director William S. Haraf Mgmt For For For
1b Elect Director Frank C. Herringer Mgmt For For For
1c Elect Director Roger O. Walther Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Provide Proxy Access Right Mgmt For For For
6 Adopt Policy to Annually Disclose EEO-1 Data SH Against For For
7 Report on Lobbying Payments and Policy SH Against Against For
The Hanover Insurance Group, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 410867105 Record Date: 03/16/2020 Meeting Type: Annual Ticker: THG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Hanover Insurance Group, Inc.
Shares Voted: 215,732
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jane D. Carlin Mgmt For For For
1.2 Elect Director Daniel T. Henry Mgmt For For For
1.3 Elect Director Wendell J. Knox Mgmt For For For
1.4 Elect Director Kathleen S. Lane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Shares Voted: 32,994
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jane D. Carlin Mgmt For For For
1.2 Elect Director Daniel T. Henry Mgmt For For For
1.3 Elect Director Wendell J. Knox Mgmt For For For
1.4 Elect Director Kathleen S. Lane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Wyndham Hotels & Resorts, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 98311A105 Record Date: 03/17/2020 Meeting Type: Annual Ticker: WH
Shares Voted: 1,656,379
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Myra J. Biblowit Mgmt For For For
1.2 Elect Director Bruce B. Churchill Mgmt For For For
1.3 Elect Director Pauline D.E. Richards Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wyndham Hotels & Resorts, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2a Eliminate Supermajority Vote Requirement to Mgmt For For For Amend Certificate of Incorporation and Bylaws
2b Eliminate Supermajority Vote Requirement to Mgmt For For For Remove Directors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,110,088
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Myra J. Biblowit Mgmt For For For
1.2 Elect Director Bruce B. Churchill Mgmt For For For
1.3 Elect Director Pauline D.E. Richards Mgmt For For For
2a Eliminate Supermajority Vote Requirement to Mgmt For For For Amend Certificate of Incorporation and Bylaws
2b Eliminate Supermajority Vote Requirement to Mgmt For For For Remove Directors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
American International Group, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 026874784 Record Date: 03/18/2020 Meeting Type: Annual Ticker: AIG
Shares Voted: 11,720,890
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director W. Don Cornwell Mgmt For For For
1b Elect Director Brian Duperreault Mgmt For For For
1c Elect Director John H. Fitzpatrick Mgmt For For For
1d Elect Director William G. Jurgensen Mgmt For For For
1e Elect Director Christopher S. Lynch Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
American International Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Henry S. Miller Mgmt For For For
1g Elect Director Linda A. Mills Mgmt For For For
1h Elect Director Thomas F. Motamed Mgmt For For For
1i Elect Director Peter R. Porrino Mgmt For For For
1j Elect Director Amy L. Schioldager Mgmt For For For
1k Elect Director Douglas M. Steenland Mgmt For For For
1l Elect Director Therese M. Vaughan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Securities Transfer Restrictions Mgmt For For For
4 Ratify NOL Rights Plan (NOL Pill) Mgmt For For For
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
6 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Shares Voted: 4,100,323
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director W. Don Cornwell Mgmt For Refer For
1b Elect Director Brian Duperreault Mgmt For Refer For
1c Elect Director John H. Fitzpatrick Mgmt For Refer For
1d Elect Director William G. Jurgensen Mgmt For Refer For
1e Elect Director Christopher S. Lynch Mgmt For Refer For
1f Elect Director Henry S. Miller Mgmt For Refer For
1g Elect Director Linda A. Mills Mgmt For Refer For
1h Elect Director Thomas F. Motamed Mgmt For Refer For
1i Elect Director Peter R. Porrino Mgmt For Refer For
1j Elect Director Amy L. Schioldager Mgmt For Refer For
1k Elect Director Douglas M. Steenland Mgmt For Refer For
1l Elect Director Therese M. Vaughan Mgmt For Refer For
2 Advisory Vote to Ratify Named Executive Mgmt For Refer For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
American International Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Amend Securities Transfer Restrictions Mgmt For Refer For
4 Ratify NOL Rights Plan (NOL Pill) Mgmt For Refer For
5 Ratify PricewaterhouseCoopers LLP as Mgmt For Refer For Auditors
6 Reduce Ownership Threshold for SH Against Refer For Shareholders to Call Special Meeting
Arrow Electronics, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 042735100 Record Date: 03/16/2020 Meeting Type: Annual Ticker: ARW
Shares Voted: 596,246
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Barry W. Perry Mgmt For For For
1.2 Elect Director William F. Austen Mgmt For For For
1.3 Elect Director Steven H. Gunby Mgmt For For For
1.4 Elect Director Gail E. Hamilton Mgmt For For For
1.5 Elect Director Richard S. Hill Mgmt For For For
1.6 Elect Director M.F. (Fran) Keeth Mgmt For For For
1.7 Elect Director Andrew C. Kerin Mgmt For For For
1.8 Elect Director Laurel J. Krzeminski Mgmt For For For
1.9 Elect Director Michael J. Long Mgmt For For For
1.10 Elect Director Stephen C. Patrick Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 802,263
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Barry W. Perry Mgmt For For For
1.2 Elect Director William F. Austen Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Arrow Electronics, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Steven H. Gunby Mgmt For For For
1.4 Elect Director Gail E. Hamilton Mgmt For For For
1.5 Elect Director Richard S. Hill Mgmt For For For
1.6 Elect Director M.F. (Fran) Keeth Mgmt For For For
1.7 Elect Director Andrew C. Kerin Mgmt For For For
1.8 Elect Director Laurel J. Krzeminski Mgmt For For For
1.9 Elect Director Michael J. Long Mgmt For For For
1.10 Elect Director Stephen C. Patrick Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
ENN Energy Holdings Ltd.
Meeting Date: 05/13/2020 Country: Cayman Islands Primary Security ID: G3066L101 Record Date: 05/07/2020 Meeting Type: Annual Ticker: 2688
Shares Voted: 54,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a1 Elect Han Jishen as Director Mgmt For For For
3a2 Elect Zhang Yuying as Director Mgmt For For For
3a3 Elect Wang Dongzhi as Director Mgmt For For For
3a4 Elect Jin Yongsheng as Director Mgmt For For For
3a5 Elect Law Yee Kwan, Quinn as Director Mgmt For Against Against
3b Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Deloitte Touche Tohmatsu as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ENN Energy Holdings Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
Shares Voted: 24,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a1 Elect Han Jishen as Director Mgmt For For For
3a2 Elect Zhang Yuying as Director Mgmt For For For
3a3 Elect Wang Dongzhi as Director Mgmt For For For
3a4 Elect Jin Yongsheng as Director Mgmt For For For
3a5 Elect Law Yee Kwan, Quinn as Director Mgmt For Against Against
3b Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Deloitte Touche Tohmatsu as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
First Merchants Corporation
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 320817109 Record Date: 03/05/2020 Meeting Type: Annual Ticker: FRME
Shares Voted: 565,501
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director H. Douglas Chaffin Mgmt For For For
1.2 Elect Director Michael J. Fisher Mgmt For For For
1.3 Elect Director Clark C. Kellogg, Jr. Mgmt For For For
1.4 Elect Director Gary J. Lehman Mgmt For For For
1.5 Elect Director Michael C. Marhenke Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
First Merchants Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Jean L. Wojtowicz Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify BKD, LLP as Auditors Mgmt For For For
Shares Voted: 95,752
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director H. Douglas Chaffin Mgmt For For For
1.2 Elect Director Michael J. Fisher Mgmt For For For
1.3 Elect Director Clark C. Kellogg, Jr. Mgmt For For For
1.4 Elect Director Gary J. Lehman Mgmt For For For
1.5 Elect Director Michael C. Marhenke Mgmt For Withhold Withhold
1.6 Elect Director Jean L. Wojtowicz Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify BKD, LLP as Auditors Mgmt For For For frontdoor, inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 35905A109 Record Date: 03/19/2020 Meeting Type: Annual Ticker: FTDR
Shares Voted: 802,112
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard P. Fox Mgmt For Against Against
1b Elect Director Brian P. McAndrews Mgmt For Against Against
1c Elect Director Rexford J. Tibbens Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts frontdoor, inc.
Shares Voted: 127,678
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard P. Fox Mgmt For Against Against
1b Elect Director Brian P. McAndrews Mgmt For Against Against
1c Elect Director Rexford J. Tibbens Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Group 1 Automotive, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 398905109 Record Date: 03/17/2020 Meeting Type: Annual Ticker: GPI
Shares Voted: 177,683
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carin M. Barth Mgmt For For For
1.2 Elect Director Earl J. Hesterberg Mgmt For For For
1.3 Elect Director Lincoln Pereira Mgmt For For For
1.4 Elect Director Stephen D. Quinn Mgmt For For For
1.5 Elect Director Steven P. Stanbrook Mgmt For For For
1.6 Elect Director Charles L. Szews Mgmt For For For
1.7 Elect Director Anne Taylor Mgmt For For For
1.8 Elect Director Max P. Watson, Jr. Mgmt For For For
1.9 Elect Director MaryAnn Wright Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Group 1 Automotive, Inc.
Shares Voted: 23,767
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carin M. Barth Mgmt For For For
1.2 Elect Director Earl J. Hesterberg Mgmt For For For
1.3 Elect Director Lincoln Pereira Mgmt For For For
1.4 Elect Director Stephen D. Quinn Mgmt For For For
1.5 Elect Director Steven P. Stanbrook Mgmt For For For
1.6 Elect Director Charles L. Szews Mgmt For For For
1.7 Elect Director Anne Taylor Mgmt For For For
1.8 Elect Director Max P. Watson, Jr. Mgmt For For For
1.9 Elect Director MaryAnn Wright Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Integra LifeSciences Holdings Corporation
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 457985208 Record Date: 03/30/2020 Meeting Type: Annual Ticker: IART
Shares Voted: 13,001
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Peter J. Arduini Mgmt For For For
1b Elect Director Rhonda Germany Ballintyn Mgmt For For For
1c Elect Director Keith Bradley Mgmt For For For
1d Elect Director Stuart M. Essig Mgmt For For For
1e Elect Director Barbara B. Hill Mgmt For For For
1f Elect Director Lloyd W. Howell, Jr. Mgmt For For For
1g Elect Director Donald E. Morel, Jr. Mgmt For For For
1h Elect Director Raymond G. Murphy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Integra LifeSciences Holdings Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Christian S. Schade Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
KBR, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 48242W106 Record Date: 03/20/2020 Meeting Type: Annual Ticker: KBR
Shares Voted: 73,423
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mark E. Baldwin Mgmt For For For
1b Elect Director James R. Blackwell Mgmt For For For
1c Elect Director Stuart J. B. Bradie Mgmt For For For
1d Elect Director Lynn A. Dugle Mgmt For For For
1e Elect Director Lester L. Lyles Mgmt For For For
1f Elect Director Wendy M. Masiello Mgmt For For For
1g Elect Director Jack B. Moore Mgmt For For For
1h Elect Director Ann D. Pickard Mgmt For For For
1i Elect Director Umberto della Sala Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 70,090
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mark E. Baldwin Mgmt For For For
1b Elect Director James R. Blackwell Mgmt For For For
1c Elect Director Stuart J. B. Bradie Mgmt For For For
1d Elect Director Lynn A. Dugle Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KBR, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Lester L. Lyles Mgmt For For For
1f Elect Director Wendy M. Masiello Mgmt For For For
1g Elect Director Jack B. Moore Mgmt For For For
1h Elect Director Ann D. Pickard Mgmt For For For
1i Elect Director Umberto della Sala Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Kenmare Resources Plc
Meeting Date: 05/13/2020 Country: Ireland Primary Security ID: G52332213 Record Date: 05/11/2020 Meeting Type: Annual Ticker: KMR
Shares Voted: 45,442
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4a Re-elect Peter Bacchus as Director Mgmt For For For
4b Re-elect Michael Carvill as Director Mgmt For For For
4c Re-elect Clever Fonseca as Director Mgmt For For For
4d Re-elect Tim Keating as Director Mgmt For For For
4e Re-elect Graham Martin as Director Mgmt For Against Against
4f Re-elect Tony McCluskey as Director Mgmt For For For
4g Re-elect Steven McTiernan as Director Mgmt For Against Against
4h Re-elect Gabriel Smith as Director Mgmt For Against Against
5 Elect Dr Elaine Dorward-King as Director Mgmt For Against Against
6 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
7 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kenmare Resources Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Remuneration Policy Mgmt For Against Against
9 Authorise Issue of Equity Mgmt For For For
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Amend Restricted Share Plan Mgmt For Against Against
12 Approve Cancellation of Deferred Shares Mgmt For For For
13 Adopt New Articles of Association Mgmt For Against Against
14 Authorise Market Purchase of Ordinary Shares Mgmt For For For
15 Determine the Price Range at which Treasury Mgmt For For For Shares may be Re-issued Off-Market
Shares Voted: 17,358
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4a Re-elect Peter Bacchus as Director Mgmt For For For
4b Re-elect Michael Carvill as Director Mgmt For For For
4c Re-elect Clever Fonseca as Director Mgmt For For For
4d Re-elect Tim Keating as Director Mgmt For For For
4e Re-elect Graham Martin as Director Mgmt For Against Against
4f Re-elect Tony McCluskey as Director Mgmt For For For
4g Re-elect Steven McTiernan as Director Mgmt For Against Against
4h Re-elect Gabriel Smith as Director Mgmt For Against Against
5 Elect Dr Elaine Dorward-King as Director Mgmt For Against Against
6 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
7 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
8 Approve Remuneration Policy Mgmt For Against Against
9 Authorise Issue of Equity Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kenmare Resources Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Amend Restricted Share Plan Mgmt For Against Against
12 Approve Cancellation of Deferred Shares Mgmt For For For
13 Adopt New Articles of Association Mgmt For Against Against
14 Authorise Market Purchase of Ordinary Shares Mgmt For For For
15 Determine the Price Range at which Treasury Mgmt For For For Shares may be Re-issued Off-Market
Laboratory Corporation of America Holdings
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 50540R409 Record Date: 03/25/2020 Meeting Type: Annual Ticker: LH
Shares Voted: 428,368
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kerrii B. Anderson Mgmt For For For
1b Elect Director Jean-Luc Belingard Mgmt For For For
1c Elect Director Jeffrey A. Davis Mgmt For For For
1d Elect Director D. Gary Gilliland Mgmt For For For
1e Elect Director Garheng Kong Mgmt For For For
1f Elect Director Peter M. Neupert Mgmt For For For
1g Elect Director Richelle P. Parham Mgmt For For For
1h Elect Director Adam H. Schechter Mgmt For For For
1i Elect Director R. Sanders Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Laboratory Corporation of America Holdings
Shares Voted: 746,628
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kerrii B. Anderson Mgmt For For For
1b Elect Director Jean-Luc Belingard Mgmt For For For
1c Elect Director Jeffrey A. Davis Mgmt For For For
1d Elect Director D. Gary Gilliland Mgmt For For For
1e Elect Director Garheng Kong Mgmt For For For
1f Elect Director Peter M. Neupert Mgmt For For For
1g Elect Director Richelle P. Parham Mgmt For For For
1h Elect Director Adam H. Schechter Mgmt For For For
1i Elect Director R. Sanders Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Libbey Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 529898108 Record Date: 03/20/2020 Meeting Type: Annual Ticker: LBY
Shares Voted: 7,966
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William A. Foley Mgmt For For For
1.2 Elect Director Deborah G. Miller Mgmt For For For
1.3 Elect Director Steve Nave Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Maxar Technologies Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 57778K105 Record Date: 03/19/2020 Meeting Type: Annual Ticker: MAXR
Shares Voted: 38,333
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Howell M. Estes, III Mgmt For For For
1.2 Elect Director Nick S. Cyprus Mgmt For For For
1.3 Elect Director Roxanne J. Decyk Mgmt For For For
1.4 Elect Director Joanne O. Isham Mgmt For For For
1.5 Elect Director Daniel L. Jablonsky Mgmt For For For
1.6 Elect Director C. Robert Kehler Mgmt For For For
1.7 Elect Director L. Roger Mason, Jr. Mgmt For For For
1.8 Elect Director Eric J. Zahler Mgmt For For For
1.9 Elect Director Eddy Zervigon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 214
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Howell M. Estes, III Mgmt For For For
1.2 Elect Director Nick S. Cyprus Mgmt For For For
1.3 Elect Director Roxanne J. Decyk Mgmt For For For
1.4 Elect Director Joanne O. Isham Mgmt For For For
1.5 Elect Director Daniel L. Jablonsky Mgmt For For For
1.6 Elect Director C. Robert Kehler Mgmt For For For
1.7 Elect Director L. Roger Mason, Jr. Mgmt For For For
1.8 Elect Director Eric J. Zahler Mgmt For For For
1.9 Elect Director Eddy Zervigon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Maxar Technologies Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Minerals Technologies Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 603158106 Record Date: 03/17/2020 Meeting Type: Annual Ticker: MTX
Shares Voted: 539,841
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph C. Breunig Mgmt For For For
1b Elect Director Alison A. Deans Mgmt For For For
1c Elect Director Duane R. Dunham Mgmt For For For
1d Elect Director Franklin L. Feder Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 91,612
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph C. Breunig Mgmt For For For
1b Elect Director Alison A. Deans Mgmt For For For
1c Elect Director Duane R. Dunham Mgmt For For For
1d Elect Director Franklin L. Feder Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mondelez International, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 609207105 Record Date: 03/12/2020 Meeting Type: Annual Ticker: MDLZ
Shares Voted: 9,369
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lewis W.K. Booth Mgmt For For For
1.2 Elect Director Charles E. Bunch Mgmt For For For
1.3 Elect Director Debra A. Crew Mgmt For For For
1.4 Elect Director Lois D. Juliber Mgmt For For For
1.5 Elect Director Peter W. May Mgmt For For For
1.6 Elect Director Jorge S. Mesquita Mgmt For For For
1.7 Elect Director Fredric G. Reynolds Mgmt For For For
1.8 Elect Director Christiana S. Shi Mgmt For For For
1.9 Elect Director Patrick T. Siewert Mgmt For For For
1.10 Elect Director Michael A. Todman Mgmt For For For
1.11 Elect Director Jean-Francois M. L. van Mgmt For For For Boxmeer
1.12 Elect Director Dirk Van de Put Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Consider Pay Disparity Between Executives SH Against Against Against and Other Employees
Shares Voted: 487,098
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lewis W.K. Booth Mgmt For For For
1.2 Elect Director Charles E. Bunch Mgmt For For For
1.3 Elect Director Debra A. Crew Mgmt For For For
1.4 Elect Director Lois D. Juliber Mgmt For For For
1.5 Elect Director Peter W. May Mgmt For For For
1.6 Elect Director Jorge S. Mesquita Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mondelez International, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Fredric G. Reynolds Mgmt For For For
1.8 Elect Director Christiana S. Shi Mgmt For For For
1.9 Elect Director Patrick T. Siewert Mgmt For For For
1.10 Elect Director Michael A. Todman Mgmt For For For
1.11 Elect Director Jean-Francois M. L. van Mgmt For For For Boxmeer
1.12 Elect Director Dirk Van de Put Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Consider Pay Disparity Between Executives SH Against Against Against and Other Employees
Piedmont Office Realty Trust, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 720190206 Record Date: 03/05/2020 Meeting Type: Annual Ticker: PDM
Shares Voted: 51,220
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Frank C. McDowell Mgmt For For For
1.2 Elect Director Kelly H. Barrett Mgmt For For For
1.3 Elect Director Wesley E. Cantrell Mgmt For For For
1.4 Elect Director Glenn G. Cohen Mgmt For For For
1.5 Elect Director Barbara B. Lang Mgmt For For For
1.6 Elect Director C. Brent Smith Mgmt For For For
1.7 Elect Director Jeffrey L. Swope Mgmt For For For
1.8 Elect Director Dale H. Taysom Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Piedmont Office Realty Trust, Inc.
Shares Voted: 8,569
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Frank C. McDowell Mgmt For For For
1.2 Elect Director Kelly H. Barrett Mgmt For For For
1.3 Elect Director Wesley E. Cantrell Mgmt For For For
1.4 Elect Director Glenn G. Cohen Mgmt For For For
1.5 Elect Director Barbara B. Lang Mgmt For For For
1.6 Elect Director C. Brent Smith Mgmt For For For
1.7 Elect Director Jeffrey L. Swope Mgmt For For For
1.8 Elect Director Dale H. Taysom Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Radian Group Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 750236101 Record Date: 03/16/2020 Meeting Type: Annual Ticker: RDN
Shares Voted: 870,801
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Herbert Wender Mgmt For For For
1b Elect Director Brad L. Conner Mgmt For For For
1c Elect Director Howard B. Culang Mgmt For For For
1d Elect Director Debra Hess Mgmt For For For
1e Elect Director Lisa W. Hess Mgmt For For For
1f Elect Director Lisa Mumford Mgmt For For For
1g Elect Director Gaetano Muzio Mgmt For For For
1h Elect Director Gregory V. Serio Mgmt For For For
1i Elect Director Noel J. Spiegel Mgmt For For For
1j Elect Director Richard G. Thornberry Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Radian Group Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 175,463
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Herbert Wender Mgmt For For For
1b Elect Director Brad L. Conner Mgmt For For For
1c Elect Director Howard B. Culang Mgmt For For For
1d Elect Director Debra Hess Mgmt For For For
1e Elect Director Lisa W. Hess Mgmt For For For
1f Elect Director Lisa Mumford Mgmt For For For
1g Elect Director Gaetano Muzio Mgmt For For For
1h Elect Director Gregory V. Serio Mgmt For For For
1i Elect Director Noel J. Spiegel Mgmt For For For
1j Elect Director Richard G. Thornberry Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
RBB Bancorp
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 74930B105 Record Date: 03/16/2020 Meeting Type: Annual Ticker: RBB
Shares Voted: 45,774
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peter M. Chang Mgmt For For For
1.2 Elect Director Wendell Chen Mgmt For For For
1.3 Elect Director Christina Kao Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
RBB Bancorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director James W. Kao Mgmt For For For
1.5 Elect Director Chie-Min (Christopher) Koo Mgmt For For For
1.6 Elect Director Alfonso Lau Mgmt For For For
1.7 Elect Director Chuang-I (Christopher) Lin Mgmt For For For
1.8 Elect Director Feng (Richard) Lin Mgmt For For For
1.9 Elect Director Ko-Yen Lin Mgmt For For For
1.10 Elect Director Paul Lin Mgmt For For For
1.11 Elect Director Fui Ming (Catherine) Thian Mgmt For For For
1.12 Elect Director Yee Phong (Alan) Thian Mgmt For For For
1.13 Elect Director Raymond Yu Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Eide Bailly LLP as Auditors Mgmt For For For
Shares Voted: 70,183
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peter M. Chang Mgmt For For For
1.2 Elect Director Wendell Chen Mgmt For For For
1.3 Elect Director Christina Kao Mgmt For For For
1.4 Elect Director James W. Kao Mgmt For For For
1.5 Elect Director Chie-Min (Christopher) Koo Mgmt For For For
1.6 Elect Director Alfonso Lau Mgmt For For For
1.7 Elect Director Chuang-I (Christopher) Lin Mgmt For For For
1.8 Elect Director Feng (Richard) Lin Mgmt For For For
1.9 Elect Director Ko-Yen Lin Mgmt For For For
1.10 Elect Director Paul Lin Mgmt For For For
1.11 Elect Director Fui Ming (Catherine) Thian Mgmt For For For
1.12 Elect Director Yee Phong (Alan) Thian Mgmt For For For
1.13 Elect Director Raymond Yu Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
RBB Bancorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Eide Bailly LLP as Auditors Mgmt For For For
S&P Global Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 78409V104 Record Date: 03/23/2020 Meeting Type: Annual Ticker: SPGI
Shares Voted: 2,858
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Marco Alvera Mgmt For For For
1.2 Elect Director William J. Amelio Mgmt For For For
1.3 Elect Director William D. Green Mgmt For For For
1.4 Elect Director Charles E. Haldeman, Jr. Mgmt For For For
1.5 Elect Director Stephanie C. Hill Mgmt For For For
1.6 Elect Director Rebecca J. Jacoby Mgmt For For For
1.7 Elect Director Monique F. Leroux Mgmt For For For
1.8 Elect Director Maria R. Morris Mgmt For For For
1.9 Elect Director Douglas L. Peterson Mgmt For For For
1.10 Elect Director Edward B. Rust, Jr. Mgmt For For For
1.11 Elect Director Kurt L. Schmoke Mgmt For For For
1.12 Elect Director Richard E. Thornburgh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Provide Directors May Be Removed With or Mgmt For For For Without Cause
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 51,462
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Marco Alvera Mgmt For For For
1.2 Elect Director William J. Amelio Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
S&P Global Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director William D. Green Mgmt For For For
1.4 Elect Director Charles E. Haldeman, Jr. Mgmt For For For
1.5 Elect Director Stephanie C. Hill Mgmt For For For
1.6 Elect Director Rebecca J. Jacoby Mgmt For For For
1.7 Elect Director Monique F. Leroux Mgmt For For For
1.8 Elect Director Maria R. Morris Mgmt For For For
1.9 Elect Director Douglas L. Peterson Mgmt For For For
1.10 Elect Director Edward B. Rust, Jr. Mgmt For For For
1.11 Elect Director Kurt L. Schmoke Mgmt For For For
1.12 Elect Director Richard E. Thornburgh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Provide Directors May Be Removed With or Mgmt For For For Without Cause
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Tencent Holdings Limited
Meeting Date: 05/13/2020 Country: Cayman Islands Primary Security ID: G87572163 Record Date: 05/07/2020 Meeting Type: Annual Ticker: 700
Shares Voted: 45,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a Elect Lau Chi Ping Martin as Director Mgmt For Against Against
3b Elect Charles St Leger Searle as Director Mgmt For Against Against
3c Elect Ke Yang as Director Mgmt For For For
3d Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve PricewaterhouseCoopers as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tencent Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
8 Amend the Existing Amended and Restated Mgmt For For For Memorandum of Association and Articles of Association and Adopt Second Amended and Restated Memorandum of Association and Articles of Association
Shares Voted: 18,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a Elect Lau Chi Ping Martin as Director Mgmt For Against Against
3b Elect Charles St Leger Searle as Director Mgmt For Against Against
3c Elect Ke Yang as Director Mgmt For For For
3d Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve PricewaterhouseCoopers as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
8 Amend the Existing Amended and Restated Mgmt For For For Memorandum of Association and Articles of Association and Adopt Second Amended and Restated Memorandum of Association and Articles of Association
TTEC Holdings, Inc.
Meeting Date: 05/13/2020 Country: USA Primary Security ID: 89854H102 Record Date: 03/18/2020 Meeting Type: Annual Ticker: TTEC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TTEC Holdings, Inc.
Shares Voted: 915,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kenneth D. Tuchman Mgmt For For For
1b Elect Director Steven J. Anenen Mgmt For Against Against
1c Elect Director Tracy L. Bahl Mgmt For Against Against
1d Elect Director Gregory A. Conley Mgmt For For For
1e Elect Director Robert N. Frerichs Mgmt For Against Against
1f Elect Director Marc L. Holtzman Mgmt For For For
1g Elect Director Ekta Singh-Bushell Mgmt For Against Against
2 Ratify PricewaterhouseCoopers LLC as Mgmt For For For Auditors
3 Approve Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 150,703
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kenneth D. Tuchman Mgmt For For For
1b Elect Director Steven J. Anenen Mgmt For Against Against
1c Elect Director Tracy L. Bahl Mgmt For Against Against
1d Elect Director Gregory A. Conley Mgmt For For For
1e Elect Director Robert N. Frerichs Mgmt For Against Against
1f Elect Director Marc L. Holtzman Mgmt For For For
1g Elect Director Ekta Singh-Bushell Mgmt For Against Against
2 Ratify PricewaterhouseCoopers LLC as Mgmt For For For Auditors
3 Approve Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Altria Group, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 02209S103 Record Date: 03/23/2020 Meeting Type: Annual Ticker: MO
Shares Voted: 381,351
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John T. Casteen, III Mgmt For For For
1b Elect Director Dinyar S. Devitre Mgmt For For For
1c Elect Director Thomas F. Farrell, II Mgmt For For For
1d Elect Director Debra J. Kelly-Ennis Mgmt For For For
1e Elect Director W. Leo Kiely, III Mgmt For For For
1f Elect Director Kathryn B. McQuade Mgmt For For For
1g Elect Director George Munoz Mgmt For For For
1h Elect Director Mark E. Newman Mgmt For For For
1i Elect Director Nabil Y. Sakkab Mgmt For For For
1j Elect Director Virginia E. Shanks Mgmt For For For
1k Elect Director Howard A. Willard, III Mgmt *Withdrawn Resolution*
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Report on Underage Tobacco Prevention SH Against Refer For Policies
Shares Voted: 614,787
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John T. Casteen, III Mgmt For For For
1b Elect Director Dinyar S. Devitre Mgmt For For For
1c Elect Director Thomas F. Farrell, II Mgmt For For For
1d Elect Director Debra J. Kelly-Ennis Mgmt For For For
1e Elect Director W. Leo Kiely, III Mgmt For For For
1f Elect Director Kathryn B. McQuade Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Altria Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1g Elect Director George Munoz Mgmt For For For
1h Elect Director Mark E. Newman Mgmt For For For
1i Elect Director Nabil Y. Sakkab Mgmt For For For
1j Elect Director Virginia E. Shanks Mgmt For For For
1k Elect Director Howard A. Willard, III Mgmt *Withdrawn Resolution*
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Report on Underage Tobacco Prevention SH Against Refer For Policies
Baker Hughes Company
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 05722G100 Record Date: 03/23/2020 Meeting Type: Annual Ticker: BKR
Shares Voted: 20,973
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director W. Geoffrey Beattie Mgmt For For For
1.2 Elect Director Gregory D. Brenneman Mgmt For For For
1.3 Elect Director Cynthia B. Carroll Mgmt For For For
1.4 Elect Director Clarence P. Cazalot, Jr. Mgmt For For For
1.5 Elect Director Nelda J. Connors Mgmt For Withhold Withhold
1.6 Elect Director Gregory L. Ebel Mgmt For For For
1.7 Elect Director Lynn L. Elsenhans Mgmt For For For
1.8 Elect Director John G. Rice Mgmt For Withhold Withhold
1.9 Elect Director Lorenzo Simonelli Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Baker Hughes Company
Shares Voted: 4,481
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director W. Geoffrey Beattie Mgmt For For For
1.2 Elect Director Gregory D. Brenneman Mgmt For For For
1.3 Elect Director Cynthia B. Carroll Mgmt For For For
1.4 Elect Director Clarence P. Cazalot, Jr. Mgmt For For For
1.5 Elect Director Nelda J. Connors Mgmt For Withhold Withhold
1.6 Elect Director Gregory L. Ebel Mgmt For For For
1.7 Elect Director Lynn L. Elsenhans Mgmt For For For
1.8 Elect Director John G. Rice Mgmt For Withhold Withhold
1.9 Elect Director Lorenzo Simonelli Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
BMC Stock Holdings, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 05591B109 Record Date: 03/19/2020 Meeting Type: Annual Ticker: BMCH
Shares Voted: 817,008
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mark A. Alexander Mgmt For For For
1b Elect Director David W. Bullock Mgmt For For For
1c Elect Director David L. Keltner Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BMC Stock Holdings, Inc.
Shares Voted: 207,981
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mark A. Alexander Mgmt For For For
1b Elect Director David W. Bullock Mgmt For For For
1c Elect Director David L. Keltner Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Carter's, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 146229109 Record Date: 03/23/2020 Meeting Type: Annual Ticker: CRI
Shares Voted: 8,929
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hali Borenstein Mgmt For For For
1b Elect Director Amy Woods Brinkley Mgmt For For For
1c Elect Director Giuseppina Buonfantino Mgmt For For For
1d Elect Director Michael D. Casey Mgmt For For For
1e Elect Director A. Bruce Cleverly Mgmt For For For
1f Elect Director Jevin S. Eagle Mgmt For For For
1g Elect Director Mark P. Hipp Mgmt For For For
1h Elect Director William J. Montgoris Mgmt For For For
1i Elect Director Richard A. Noll Mgmt For For For
1j Elect Director Gretchen W. Price Mgmt For For For
1k Elect Director David Pulver Mgmt For For For
1l Elect Director Thomas E. Whiddon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Carter's, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 10,241
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hali Borenstein Mgmt For For For
1b Elect Director Amy Woods Brinkley Mgmt For For For
1c Elect Director Giuseppina Buonfantino Mgmt For For For
1d Elect Director Michael D. Casey Mgmt For For For
1e Elect Director A. Bruce Cleverly Mgmt For For For
1f Elect Director Jevin S. Eagle Mgmt For For For
1g Elect Director Mark P. Hipp Mgmt For For For
1h Elect Director William J. Montgoris Mgmt For For For
1i Elect Director Richard A. Noll Mgmt For For For
1j Elect Director Gretchen W. Price Mgmt For For For
1k Elect Director David Pulver Mgmt For For For
1l Elect Director Thomas E. Whiddon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
CBIZ, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 124805102 Record Date: 03/25/2020 Meeting Type: Annual Ticker: CBZ
Shares Voted: 80,340
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph S. DiMartino Mgmt For For For
1.2 Elect Director Sherrill W. Hudson Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CBIZ, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 123,963
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph S. DiMartino Mgmt For For For
1.2 Elect Director Sherrill W. Hudson Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Cheniere Energy, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 16411R208 Record Date: 03/30/2020 Meeting Type: Annual Ticker: LNG
Shares Voted: 6,028
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director G. Andrea Botta Mgmt For For For
1B Elect Director Jack A. Fusco Mgmt For For For
1C Elect Director Vicky A. Bailey Mgmt For For For
1D Elect Director Nuno Brandolini Mgmt For For For
1E Elect Director Michele A. Evans Mgmt For For For
1F Elect Director David I. Foley Mgmt For For For
1G Elect Director David B. Kilpatrick Mgmt For For For
1H Elect Director Andrew Langham Mgmt For Against Against
1I Elect Director Courtney R. Mather Mgmt For For For
1J Elect Director Donald F. Robillard, Jr. Mgmt For For For
1K Elect Director Neal A. Shear Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cheniere Energy, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Omnibus Stock Plan Mgmt For For For
5 Report on Plans to Address Stranded Carbon SH Against Refer Against Asset Risks
Shares Voted: 6,914
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director G. Andrea Botta Mgmt For For For
1B Elect Director Jack A. Fusco Mgmt For For For
1C Elect Director Vicky A. Bailey Mgmt For For For
1D Elect Director Nuno Brandolini Mgmt For For For
1E Elect Director Michele A. Evans Mgmt For For For
1F Elect Director David I. Foley Mgmt For For For
1G Elect Director David B. Kilpatrick Mgmt For For For
1H Elect Director Andrew Langham Mgmt For Against Against
1I Elect Director Courtney R. Mather Mgmt For For For
1J Elect Director Donald F. Robillard, Jr. Mgmt For For For
1K Elect Director Neal A. Shear Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Approve Omnibus Stock Plan Mgmt For For For
5 Report on Plans to Address Stranded Carbon SH Against Refer Against Asset Risks
CK Asset Holdings Limited
Meeting Date: 05/14/2020 Country: Cayman Islands Primary Security ID: G2177B101 Record Date: 05/08/2020 Meeting Type: Annual Ticker: 1113 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CK Asset Holdings Limited
Shares Voted: 2,183,035
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3.1 Elect Li Tzar Kuoi, Victor as Director Mgmt For For For
3.2 Elect Chiu Kwok Hung, Justin as Director Mgmt For Against Against
3.3 Elect Cheong Ying Chew, Henry as Director Mgmt For Against Against
3.4 Elect Hung Siu-lin, Katherine as Director Mgmt For For For
3.5 Elect Colin Stevens Russel as Director Mgmt For For For
4 Approve Deloitte Touche Tohmatsu as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
5.1 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
5.2 Authorize Repurchase of Issued Share Capital Mgmt For For For
6 Amend Articles of Association Mgmt For For For
Shares Voted: 2,714,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3.1 Elect Li Tzar Kuoi, Victor as Director Mgmt For For For
3.2 Elect Chiu Kwok Hung, Justin as Director Mgmt For Against Against
3.3 Elect Cheong Ying Chew, Henry as Director Mgmt For Against Against
3.4 Elect Hung Siu-lin, Katherine as Director Mgmt For For For
3.5 Elect Colin Stevens Russel as Director Mgmt For For For
4 Approve Deloitte Touche Tohmatsu as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
5.1 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
5.2 Authorize Repurchase of Issued Share Capital Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CK Asset Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Amend Articles of Association Mgmt For For For
CVS Health Corporation
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 126650100 Record Date: 03/18/2020 Meeting Type: Annual Ticker: CVS
Shares Voted: 542,165
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Fernando Aguirre Mgmt For For For
1b Elect Director C. David Brown, II Mgmt For For For
1c Elect Director Alecia A. DeCoudreaux Mgmt For For For
1d Elect Director Nancy-Ann M. DeParle Mgmt For For For
1e Elect Director David W. Dorman Mgmt For For For
1f Elect Director Roger N. Farah Mgmt For For For
1g Elect Director Anne M. Finucane Mgmt For For For
1h Elect Director Edward J. Ludwig Mgmt For For For
1i Elect Director Larry J. Merlo Mgmt For For For
1j Elect Director Jean-Pierre Millon Mgmt For For For
1k Elect Director Mary L. Schapiro Mgmt For For For
1l Elect Director William C. Weldon Mgmt For For For
1m Elect Director Tony L. White Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
6 Amend Shareholder Written Consent SH Against Against Against Provisions
7 Require Independent Board Chairman SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CVS Health Corporation
Shares Voted: 371,510
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Fernando Aguirre Mgmt For For For
1b Elect Director C. David Brown, II Mgmt For For For
1c Elect Director Alecia A. DeCoudreaux Mgmt For For For
1d Elect Director Nancy-Ann M. DeParle Mgmt For For For
1e Elect Director David W. Dorman Mgmt For For For
1f Elect Director Roger N. Farah Mgmt For For For
1g Elect Director Anne M. Finucane Mgmt For For For
1h Elect Director Edward J. Ludwig Mgmt For For For
1i Elect Director Larry J. Merlo Mgmt For For For
1j Elect Director Jean-Pierre Millon Mgmt For For For
1k Elect Director Mary L. Schapiro Mgmt For For For
1l Elect Director William C. Weldon Mgmt For For For
1m Elect Director Tony L. White Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
6 Amend Shareholder Written Consent SH Against Against Against Provisions
7 Require Independent Board Chairman SH Against For For
CyberOptics Corporation
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 232517102 Record Date: 03/27/2020 Meeting Type: Annual Ticker: CYBE
Shares Voted: 11,483
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Craig D. Gates Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CyberOptics Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Subodh Kulkarni Mgmt For For For
1.3 Elect Director Michael M. Selzer, Jr. Mgmt For For For
1.4 Elect Director Vivek Mohindra Mgmt For For For
1.5 Elect Director Cheryl Beranek Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify BDO USA, LLP as Auditors Mgmt For For For
Direct Line Insurance Group Plc
Meeting Date: 05/14/2020 Country: United Kingdom Primary Security ID: G2871V114 Record Date: 05/12/2020 Meeting Type: Annual Ticker: DLG
Shares Voted: 6,085,538
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4 Re-elect Mike Biggs as Director Mgmt For For For
5 Re-elect Danuta Gray as Director Mgmt For For For
6 Re-elect Mark Gregory as Director Mgmt For For For
7 Re-elect Jane Hanson as Director Mgmt For For For
8 Elect Tim Harris as Director Mgmt For For For
9 Re-elect Penny James as Director Mgmt For For For
10 Re-elect Sebastian James as Director Mgmt For For For
11 Re-elect Fiona McBain as Director Mgmt For For For
12 Re-elect Gregor Stewart as Director Mgmt For For For
13 Re-elect Richard Ward as Director Mgmt For For For
14 Reappoint Deloitte LLP as Auditors Mgmt For For For
15 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Direct Line Insurance Group Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
16 Authorise EU Political Donations and Mgmt For For For Expenditure
17 Approve Long Term Incentive Plan Mgmt For For For
18 Approve Deferred Annual Incentive Plan Mgmt For For For
19 Authorise Issue of Equity Mgmt For Against Against
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Authorise Issue of Equity in Relation to an Mgmt For For For Issue of RT1 Instruments
24 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Relation to an Issue of RT1 Instruments
25 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
26 Adopt New Articles of Association Mgmt For For For
Shares Voted: 4,094,311
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4 Re-elect Mike Biggs as Director Mgmt For For For
5 Re-elect Danuta Gray as Director Mgmt For For For
6 Re-elect Mark Gregory as Director Mgmt For For For
7 Re-elect Jane Hanson as Director Mgmt For For For
8 Elect Tim Harris as Director Mgmt For For For
9 Re-elect Penny James as Director Mgmt For For For
10 Re-elect Sebastian James as Director Mgmt For For For
11 Re-elect Fiona McBain as Director Mgmt For For For
12 Re-elect Gregor Stewart as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Direct Line Insurance Group Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Re-elect Richard Ward as Director Mgmt For For For
14 Reappoint Deloitte LLP as Auditors Mgmt For For For
15 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
16 Authorise EU Political Donations and Mgmt For For For Expenditure
17 Approve Long Term Incentive Plan Mgmt For For For
18 Approve Deferred Annual Incentive Plan Mgmt For For For
19 Authorise Issue of Equity Mgmt For Against Against
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Authorise Issue of Equity in Relation to an Mgmt For For For Issue of RT1 Instruments
24 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Relation to an Issue of RT1 Instruments
25 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
26 Adopt New Articles of Association Mgmt For For For
Discover Financial Services
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 254709108 Record Date: 03/16/2020 Meeting Type: Annual Ticker: DFS
Shares Voted: 2,288,767
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jeffrey S. Aronin Mgmt For For For
1.2 Elect Director Mary K. Bush Mgmt For Against Against
1.3 Elect Director Gregory C. Case Mgmt For For For
1.4 Elect Director Candace H. Duncan Mgmt For For For
1.5 Elect Director Joseph F. Eazor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Discover Financial Services
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Cynthia A. Glassman Mgmt For For For
1.7 Elect Director Roger C. Hochschild Mgmt For For For
1.8 Elect Director Thomas G. Maheras Mgmt For For For
1.9 Elect Director Michael H. Moskow Mgmt For For For
1.10 Elect Director Mark A. Thierer Mgmt For For For
1.11 Elect Director Lawrence A. Weinbach - Mgmt Withdrawn Resolution
1.12 Elect Director Jennifer L. Wong Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 3,050,531
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jeffrey S. Aronin Mgmt For For For
1.2 Elect Director Mary K. Bush Mgmt For Against Against
1.3 Elect Director Gregory C. Case Mgmt For For For
1.4 Elect Director Candace H. Duncan Mgmt For For For
1.5 Elect Director Joseph F. Eazor Mgmt For For For
1.6 Elect Director Cynthia A. Glassman Mgmt For For For
1.7 Elect Director Roger C. Hochschild Mgmt For For For
1.8 Elect Director Thomas G. Maheras Mgmt For For For
1.9 Elect Director Michael H. Moskow Mgmt For For For
1.10 Elect Director Mark A. Thierer Mgmt For For For
1.11 Elect Director Lawrence A. Weinbach - Mgmt Withdrawn Resolution
1.12 Elect Director Jennifer L. Wong Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Dril-Quip, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 262037104 Record Date: 03/18/2020 Meeting Type: Annual Ticker: DRQ
Shares Voted: 98
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Blake T. DeBerry Mgmt For For For
1.2 Elect Director John V. Lovoi Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Enel SpA
Meeting Date: 05/14/2020 Country: Italy Primary Security ID: T3679P115 Record Date: 05/05/2020 Meeting Type: Annual Ticker: ENEL
Shares Voted: 744,093
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income Mgmt For For For
3 Authorize Share Repurchase Program and Mgmt For For For Reissuance of Repurchased Shares
4 Fix Number of Directors Mgmt For For For
5 Fix Board Terms for Directors Mgmt For For For
Appoint Directors (Slate Election) - Choose Mgmt One of the Following Slates
6.1 Slate 1 Submitted by Ministry of Economy and SH None Against Against Finance
6.2 Slate 2 Submitted by Institutional Investors SH None For For (Assogestioni)
Shareholder Proposal Submitted by Ministry Mgmt of Economy and Finance Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Enel SpA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Elect Michele Alberto Fabiano Crisostomo as SH None For For Board Chair
Management Proposals Mgmt
8 Approve Remuneration of Directors Mgmt For For For
9 Approve Long Term Incentive Plan Mgmt For For For
10.1 Approve Remuneration Policy Mgmt For Against Against
10.2 Approve Second Section of the Remuneration Mgmt For For For Report
A Deliberations on Possible Legal Action Against Mgmt None Against Against Directors if Presented by Shareholders
Shares Voted: 1,877,846
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income Mgmt For For For
3 Authorize Share Repurchase Program and Mgmt For For For Reissuance of Repurchased Shares
4 Fix Number of Directors Mgmt For For For
5 Fix Board Terms for Directors Mgmt For For For
Appoint Directors (Slate Election) - Choose Mgmt One of the Following Slates
6.1 Slate 1 Submitted by Ministry of Economy and SH None Against Against Finance
6.2 Slate 2 Submitted by Institutional Investors SH None For For (Assogestioni)
Shareholder Proposal Submitted by Ministry Mgmt of Economy and Finance
7 Elect Michele Alberto Fabiano Crisostomo as SH None For For Board Chair
Management Proposals Mgmt
8 Approve Remuneration of Directors Mgmt For For For
9 Approve Long Term Incentive Plan Mgmt For For For
10.1 Approve Remuneration Policy Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Enel SpA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10.2 Approve Second Section of the Remuneration Mgmt For For For Report
A Deliberations on Possible Legal Action Against Mgmt None Against Against Directors if Presented by Shareholders
Fiserv, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 337738108 Record Date: 03/18/2020 Meeting Type: Annual Ticker: FISV
Shares Voted: 4,029
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Frank J. Bisignano Mgmt For For For
1.2 Elect Director Alison Davis Mgmt For For For
1.3 Elect Director Henrique de Castro Mgmt For For For
1.4 Elect Director Harry F. DiSimone Mgmt For For For
1.5 Elect Director Dennis F. Lynch Mgmt For For For
1.6 Elect Director Heidi G. Miller Mgmt For For For
1.7 Elect Director Scott C. Nuttall Mgmt For For For
1.8 Elect Director Denis J. O'Leary Mgmt For For For
1.9 Elect Director Doyle R. Simons Mgmt For For For
1.10 Elect Director Jeffery W. Yabuki Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Political Contributions SH Against Against Against
Shares Voted: 5,617
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Frank J. Bisignano Mgmt For For For
1.2 Elect Director Alison Davis Mgmt For For For
1.3 Elect Director Henrique de Castro Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fiserv, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Harry F. DiSimone Mgmt For For For
1.5 Elect Director Dennis F. Lynch Mgmt For For For
1.6 Elect Director Heidi G. Miller Mgmt For For For
1.7 Elect Director Scott C. Nuttall Mgmt For For For
1.8 Elect Director Denis J. O'Leary Mgmt For For For
1.9 Elect Director Doyle R. Simons Mgmt For For For
1.10 Elect Director Jeffery W. Yabuki Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Political Contributions SH Against Against Against
Flutter Entertainment Plc
Meeting Date: 05/14/2020 Country: Ireland Primary Security ID: G3643J108 Record Date: 05/12/2020 Meeting Type: Annual Ticker: FLTR
Shares Voted: 35,433
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4A. Subject to and Conditional Upon Mgmt Completion of The Combination Not Having Occurred Before the Start of the AGM
I Elect Nancy Cruickshank as Director Mgmt For For For
II Elect Andrew Higginson as Director Mgmt For For For
III Re-elect Jan Bolz as Director Mgmt For For For
IV Re-elect Zillah Byng-Thorne as Director Mgmt For For For
V Re-elect Michael Cawley as Director Mgmt For For For
VI Re-elect Ian Dyson as Director Mgmt For For For
VII Re-elect Jonathan Hill as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Flutter Entertainment Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
VIII Re-elect Peter Jackson as Director Mgmt For For For
IX Re-elect Gary McGann as Director Mgmt For For For
X Re-elect Peter Rigby as Director Mgmt For For For
XI Re-elect Emer Timmons as Director Mgmt For For For
4B. Subject to and Conditional Upon Mgmt Completion of the Combination Having Occurred Prior to the Start of the AGM
I Elect Rafael Ashkenazi as Director Mgmt For For For
II Elect Nancy Cruickshank as Director Mgmt For For For
III Elect Richard Flint as Director Mgmt For For For
IV Elect Divyesh Gadhia as Director Mgmt For For For
V Elect Andrew Higginson as Director Mgmt For For For
VI Elect Alfred Hurley Jr as Director Mgmt For For For
VII Elect David Lazzarato as Director Mgmt For For For
VIII Elect Mary Turner as Director Mgmt For For For
IX Re-elect Zillah Byng-Thorne as Director Mgmt For For For
X Re-elect Michael Cawley as Director Mgmt For For For
XI Re-elect Ian Dyson as Director Mgmt For For For
XII Re-elect Jonathan Hill as Director Mgmt For For For
XIII Re-elect Peter Jackson as Director Mgmt For For For
XIV Re-elect Gary McGann as Director Mgmt For For For
XV Re-elect Peter Rigby as Director Mgmt For For For
5 Approve Increase in the Aggregate Fees Mgmt For For For Payable to Directors
6 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
7 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
8 Approve Increase in Authorised Share Capital Mgmt For For For
9 Authorise Issue of Equity Mgmt For For For
10A Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
10B Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Specified Capital Investment Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Flutter Entertainment Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Authorise Market Purchase of Ordinary Shares Mgmt For For For
12 Authorise the Company to Determine the Mgmt For For For Price Range at which Treasury Shares may be Re-issued Off-Market
13 Approve Restricted Share Plan Mgmt For For For
14 Approve Bonus Issue of Shares Mgmt For For For
Foundation Building Materials, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 350392106 Record Date: 03/26/2020 Meeting Type: Annual Ticker: FBM
Shares Voted: 72,246
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew J. Espe Mgmt For Against Against
1b Elect Director Fareed A. Khan Mgmt For Against Against
1c Elect Director James F. Underhill Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 115,552
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew J. Espe Mgmt For Against Against
1b Elect Director Fareed A. Khan Mgmt For Against Against
1c Elect Director James F. Underhill Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hanger, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 41043F208 Record Date: 03/16/2020 Meeting Type: Annual Ticker: HNGR
Shares Voted: 47,806
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Vinit K. Asar Mgmt For For For
1.2 Elect Director Asif Ahmad Mgmt For For For
1.3 Elect Director Christopher B. Begley Mgmt For For For
1.4 Elect Director John T. Fox Mgmt For For For
1.5 Elect Director Thomas C. Freyman Mgmt For For For
1.6 Elect Director Stephen E. Hare Mgmt For For For
1.7 Elect Director Cynthia L. Lucchese Mgmt For For For
1.8 Elect Director Richard R. Pettingill Mgmt For For For
1.9 Elect Director Kathryn M. Sullivan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 63,725
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Vinit K. Asar Mgmt For For For
1.2 Elect Director Asif Ahmad Mgmt For For For
1.3 Elect Director Christopher B. Begley Mgmt For For For
1.4 Elect Director John T. Fox Mgmt For For For
1.5 Elect Director Thomas C. Freyman Mgmt For For For
1.6 Elect Director Stephen E. Hare Mgmt For For For
1.7 Elect Director Cynthia L. Lucchese Mgmt For For For
1.8 Elect Director Richard R. Pettingill Mgmt For For For
1.9 Elect Director Kathryn M. Sullivan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hanger, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Intel Corporation
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 458140100 Record Date: 03/16/2020 Meeting Type: Annual Ticker: INTC
Shares Voted: 90
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James J. Goetz Mgmt For For For
1b Elect Director Alyssa Henry Mgmt For For For
1c Elect Director Omar Ishrak Mgmt For For For
1d Elect Director Risa Lavizzo-Mourey Mgmt For For For
1e Elect Director Tsu-Jae King Liu Mgmt For For For
1f Elect Director Gregory D. Smith Mgmt For For For
1g Elect Director Robert 'Bob' H. Swan Mgmt For For For
1h Elect Director Andrew Wilson Mgmt For For For
1i Elect Director Frank D. Yeary Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Global Median Gender/Racial Pay SH Against Against Against Gap
Las Vegas Sands Corp.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 517834107 Record Date: 03/16/2020 Meeting Type: Annual Ticker: LVS Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Las Vegas Sands Corp.
Shares Voted: 2,265,365
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sheldon G. Adelson Mgmt For Withhold Withhold
1.2 Elect Director Irwin Chafetz Mgmt For Withhold Withhold
1.3 Elect Director Micheline Chau Mgmt For Withhold Withhold
1.4 Elect Director Patrick Dumont Mgmt For Withhold Withhold
1.5 Elect Director Charles D. Forman Mgmt For Withhold Withhold
1.6 Elect Director Robert G. Goldstein Mgmt For Withhold Withhold
1.7 Elect Director George Jamieson Mgmt For Withhold Withhold
1.8 Elect Director Charles A. Koppelman Mgmt For Withhold Withhold
1.9 Elect Director Lewis Kramer Mgmt For Withhold Withhold
1.10 Elect Director David F. Levi Mgmt For Withhold Withhold
1.11 Elect Director Xuan Yan Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Shares Voted: 1,614,114
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sheldon G. Adelson Mgmt For Withhold Withhold
1.2 Elect Director Irwin Chafetz Mgmt For Withhold Withhold
1.3 Elect Director Micheline Chau Mgmt For Withhold Withhold
1.4 Elect Director Patrick Dumont Mgmt For Withhold Withhold
1.5 Elect Director Charles D. Forman Mgmt For Withhold Withhold
1.6 Elect Director Robert G. Goldstein Mgmt For Withhold Withhold
1.7 Elect Director George Jamieson Mgmt For Withhold Withhold
1.8 Elect Director Charles A. Koppelman Mgmt For Withhold Withhold
1.9 Elect Director Lewis Kramer Mgmt For Withhold Withhold
1.10 Elect Director David F. Levi Mgmt For Withhold Withhold
1.11 Elect Director Xuan Yan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Las Vegas Sands Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Next Plc
Meeting Date: 05/14/2020 Country: United Kingdom Primary Security ID: G6500M106 Record Date: 05/12/2020 Meeting Type: Annual Ticker: NXT
Shares Voted: 59,520
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Jonathan Bewes as Director Mgmt For For For
5 Re-elect Tristia Harrison as Director Mgmt For For For
6 Re-elect Amanda James as Director Mgmt For For For
7 Re-elect Richard Papp as Director Mgmt For For For
8 Re-elect Michael Roney as Director Mgmt For For For
9 Re-elect Francis Salway as Director Mgmt For For For
10 Re-elect Jane Shields as Director Mgmt For For For
11 Re-elect Dame Dianne Thompson as Director Mgmt For For For
12 Re-elect Lord Wolfson as Director Mgmt For For For
13 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Amend Long Term Incentive Plan Mgmt For For For
16 Approve Share Matching Plan Mgmt For For For
17 Approve Sharesave Plan Mgmt For For For
18 Approve Management Share Option Plan Mgmt For For For
19 Authorise Issue of Equity Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Next Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Authorise Off-Market Purchase of Ordinary Mgmt For For For Shares
24 Approve Increase in Borrowing Powers Mgmt For For For
25 Adopt New Articles of Association Mgmt For For For
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 160,050
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Jonathan Bewes as Director Mgmt For For For
5 Re-elect Tristia Harrison as Director Mgmt For For For
6 Re-elect Amanda James as Director Mgmt For For For
7 Re-elect Richard Papp as Director Mgmt For For For
8 Re-elect Michael Roney as Director Mgmt For For For
9 Re-elect Francis Salway as Director Mgmt For For For
10 Re-elect Jane Shields as Director Mgmt For For For
11 Re-elect Dame Dianne Thompson as Director Mgmt For For For
12 Re-elect Lord Wolfson as Director Mgmt For For For
13 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Amend Long Term Incentive Plan Mgmt For For For
16 Approve Share Matching Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Next Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
17 Approve Sharesave Plan Mgmt For For For
18 Approve Management Share Option Plan Mgmt For For For
19 Authorise Issue of Equity Mgmt For Against Against
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
21 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
22 Authorise Market Purchase of Ordinary Shares Mgmt For For For
23 Authorise Off-Market Purchase of Ordinary Mgmt For For For Shares
24 Approve Increase in Borrowing Powers Mgmt For For For
25 Adopt New Articles of Association Mgmt For For For
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
NMI Holdings, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 629209305 Record Date: 03/16/2020 Meeting Type: Annual Ticker: NMIH
Shares Voted: 1,423,622
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bradley M. Shuster Mgmt For For For
1.2 Elect Director Claudia J. Merkle Mgmt For For For
1.3 Elect Director Michael Embler Mgmt For For For
1.4 Elect Director James G. Jones Mgmt For For For
1.5 Elect Director Lynn S. McCreary Mgmt For For For
1.6 Elect Director Michael Montgomery Mgmt For For For
1.7 Elect Director Regina Muehlhauser Mgmt For For For
1.8 Elect Director James H. Ozanne Mgmt For For For
1.9 Elect Director Steven L. Scheid Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NMI Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify BDO USA, LLP as Auditors Mgmt For For For
Shares Voted: 295,402
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bradley M. Shuster Mgmt For For For
1.2 Elect Director Claudia J. Merkle Mgmt For For For
1.3 Elect Director Michael Embler Mgmt For For For
1.4 Elect Director James G. Jones Mgmt For For For
1.5 Elect Director Lynn S. McCreary Mgmt For For For
1.6 Elect Director Michael Montgomery Mgmt For For For
1.7 Elect Director Regina Muehlhauser Mgmt For For For
1.8 Elect Director James H. Ozanne Mgmt For For For
1.9 Elect Director Steven L. Scheid Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify BDO USA, LLP as Auditors Mgmt For For For
Tesco Plc
Meeting Date: 05/14/2020 Country: United Kingdom Primary Security ID: G87621101 Record Date: 05/12/2020 Meeting Type: Special Ticker: TSCO
Shares Voted: 9,506,249
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Matters Relating to the Disposal of Mgmt For For For the Asia Business to C.P. Retail Development Company Limited
Shares Voted: 9,037,145
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tesco Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Matters Relating to the Disposal of Mgmt For For For the Asia Business to C.P. Retail Development Company Limited
The Children's Place, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 168905107 Record Date: 03/26/2020 Meeting Type: Annual Ticker: PLCE
Shares Voted: 893
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph Alutto Mgmt For For For
1b Elect Director John E. Bachman Mgmt For For For
1c Elect Director Marla Malcolm Beck Mgmt For For For
1d Elect Director Elizabeth J. Boland Mgmt For For For
1e Elect Director Jane Elfers Mgmt For For For
1f Elect Director Joseph Gromek Mgmt For For For
1g Elect Director Norman Matthews Mgmt For For For
1h Elect Director Robert L. Mettler Mgmt For For For
1i Elect Director Debby Reiner Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 799
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph Alutto Mgmt For For For
1b Elect Director John E. Bachman Mgmt For For For
1c Elect Director Marla Malcolm Beck Mgmt For For For
1d Elect Director Elizabeth J. Boland Mgmt For For For
1e Elect Director Jane Elfers Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Children's Place, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Joseph Gromek Mgmt For For For
1g Elect Director Norman Matthews Mgmt For For For
1h Elect Director Robert L. Mettler Mgmt For For For
1i Elect Director Debby Reiner Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Union Pacific Corporation
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 907818108 Record Date: 03/20/2020 Meeting Type: Annual Ticker: UNP
Shares Voted: 1,064,362
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Andrew H. Card, Jr. Mgmt For For For
1b Elect Director William J. DeLaney Mgmt For For For
1c Elect Director David B. Dillon Mgmt For For For
1d Elect Director Lance M. Fritz Mgmt For For For
1e Elect Director Deborah C. Hopkins Mgmt For For For
1f Elect Director Jane H. Lute Mgmt For For For
1g Elect Director Michael R. McCarthy Mgmt For For For
1h Elect Director Thomas F. McLarty, III Mgmt For For For
1i Elect Director Bhavesh V. Patel Mgmt For For For
1j Elect Director Jose H. Villarreal Mgmt For For For
1k Elect Director Christopher J. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
5 Report on Climate Change SH Against Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Union Pacific Corporation
Shares Voted: 307,355
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Andrew H. Card, Jr. Mgmt For For For
1b Elect Director William J. DeLaney Mgmt For For For
1c Elect Director David B. Dillon Mgmt For For For
1d Elect Director Lance M. Fritz Mgmt For For For
1e Elect Director Deborah C. Hopkins Mgmt For For For
1f Elect Director Jane H. Lute Mgmt For For For
1g Elect Director Michael R. McCarthy Mgmt For For For
1h Elect Director Thomas F. McLarty, III Mgmt For For For
1i Elect Director Bhavesh V. Patel Mgmt For For For
1j Elect Director Jose H. Villarreal Mgmt For For For
1k Elect Director Christopher J. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Require Independent Board Chairman SH Against For For
5 Report on Climate Change SH Against Against Against
United Parcel Service, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 911312106 Record Date: 03/16/2020 Meeting Type: Annual Ticker: UPS
Shares Voted: 1,610,144
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David P. Abney Mgmt For For For
1b Elect Director Rodney C. Adkins Mgmt For For For
1c Elect Director Michael J. Burns Mgmt For For For
1d Elect Director William R. Johnson Mgmt For For For
1e Elect Director Ann M. Livermore Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
United Parcel Service, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Rudy H.P. Markham Mgmt For For For
1g Elect Director Franck J. Moison Mgmt For For For
1h Elect Director Clark 'Sandy' T. Randt, Jr. Mgmt For For For
1i Elect Director Christiana Smith Shi Mgmt For For For
1j Elect Director John T. Stankey Mgmt For For For
1k Elect Director Carol B. Tome Mgmt For For For
1l Elect Director Kevin Warsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Approve Recapitalization Plan for all Stock to SH Against For For Have One-vote per Share
6 Report on Climate Change SH Against Refer For
Shares Voted: 485,311
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David P. Abney Mgmt For For For
1b Elect Director Rodney C. Adkins Mgmt For For For
1c Elect Director Michael J. Burns Mgmt For For For
1d Elect Director William R. Johnson Mgmt For For For
1e Elect Director Ann M. Livermore Mgmt For For For
1f Elect Director Rudy H.P. Markham Mgmt For For For
1g Elect Director Franck J. Moison Mgmt For For For
1h Elect Director Clark 'Sandy' T. Randt, Jr. Mgmt For For For
1i Elect Director Christiana Smith Shi Mgmt For For For
1j Elect Director John T. Stankey Mgmt For For For
1k Elect Director Carol B. Tome Mgmt For For For
1l Elect Director Kevin Warsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
United Parcel Service, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Approve Recapitalization Plan for all Stock to SH Against For For Have One-vote per Share
6 Report on Climate Change SH Against Refer For
Walker & Dunlop, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 93148P102 Record Date: 03/13/2020 Meeting Type: Annual Ticker: WD
Shares Voted: 993,496
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Alan J. Bowers Mgmt For Withhold Withhold
1.2 Elect Director Ellen D. Levy Mgmt For Withhold Withhold
1.3 Elect Director Michael D. Malone Mgmt For For For
1.4 Elect Director John Rice Mgmt For Withhold Withhold
1.5 Elect Director Dana L. Schmaltz Mgmt For Withhold Withhold
1.6 Elect Director Howard W. Smith, III Mgmt For For For
1.7 Elect Director William M. Walker Mgmt For For For
1.8 Elect Director Michael J. Warren Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against For
Shares Voted: 171,038
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Alan J. Bowers Mgmt For Withhold Withhold
1.2 Elect Director Ellen D. Levy Mgmt For Withhold Withhold
1.3 Elect Director Michael D. Malone Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Walker & Dunlop, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director John Rice Mgmt For Withhold Withhold
1.5 Elect Director Dana L. Schmaltz Mgmt For Withhold Withhold
1.6 Elect Director Howard W. Smith, III Mgmt For For For
1.7 Elect Director William M. Walker Mgmt For For For
1.8 Elect Director Michael J. Warren Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against For
Wyndham Destinations, Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 98310W108 Record Date: 03/20/2020 Meeting Type: Annual Ticker: WYND
Shares Voted: 2,636,627
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Louise F. Brady Mgmt For For For
1.2 Elect Director Michael D. Brown Mgmt For For For
1.3 Elect Director James E. Buckman Mgmt For For For
1.4 Elect Director George Herrera Mgmt For For For
1.5 Elect Director Stephen P. Holmes Mgmt For For For
1.6 Elect Director Denny Marie Post Mgmt For For For
1.7 Elect Director Ronald L. Rickles Mgmt For For For
1.8 Elect Director Michael H. Wargotz Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,923,922
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wyndham Destinations, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Louise F. Brady Mgmt For For For
1.2 Elect Director Michael D. Brown Mgmt For For For
1.3 Elect Director James E. Buckman Mgmt For For For
1.4 Elect Director George Herrera Mgmt For For For
1.5 Elect Director Stephen P. Holmes Mgmt For For For
1.6 Elect Director Denny Marie Post Mgmt For For For
1.7 Elect Director Ronald L. Rickles Mgmt For For For
1.8 Elect Director Michael H. Wargotz Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Zebra Technologies Corporation
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 989207105 Record Date: 03/20/2020 Meeting Type: Annual Ticker: ZBRA
Shares Voted: 4,192
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anders Gustafsson Mgmt For For For
1.2 Elect Director Janice M. Roberts Mgmt For For For
1.3 Elect Director Linda M. Connly Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Shares Voted: 5,395
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anders Gustafsson Mgmt For For For
1.2 Elect Director Janice M. Roberts Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Zebra Technologies Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Linda M. Connly Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify Ernst & Young LLP as Auditor Mgmt For For For
BankUnited, Inc.
Meeting Date: 05/15/2020 Country: USA Primary Security ID: 06652K103 Record Date: 03/20/2020 Meeting Type: Annual Ticker: BKU
Shares Voted: 1,102,463
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rajinder P. Singh Mgmt For For For
1.2 Elect Director Tere Blanca Mgmt For For For
1.3 Elect Director John N. DiGiacomo Mgmt For For For
1.4 Elect Director Michael J. Dowling Mgmt For For For
1.5 Elect Director Douglas J. Pauls Mgmt For For For
1.6 Elect Director A. Gail Prudenti Mgmt For For For
1.7 Elect Director William S. Rubenstein Mgmt For For For
1.8 Elect Director Sanjiv Sobti Mgmt For For For
1.9 Elect Director Lynne Wines Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 168,359
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rajinder P. Singh Mgmt For For For
1.2 Elect Director Tere Blanca Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BankUnited, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director John N. DiGiacomo Mgmt For For For
1.4 Elect Director Michael J. Dowling Mgmt For For For
1.5 Elect Director Douglas J. Pauls Mgmt For For For
1.6 Elect Director A. Gail Prudenti Mgmt For For For
1.7 Elect Director William S. Rubenstein Mgmt For For For
1.8 Elect Director Sanjiv Sobti Mgmt For For For
1.9 Elect Director Lynne Wines Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
ITT Inc.
Meeting Date: 05/15/2020 Country: USA Primary Security ID: 45073V108 Record Date: 03/18/2020 Meeting Type: Annual Ticker: ITT
Shares Voted: 700,658
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Orlando D. Ashford Mgmt For For For
1b Elect Director Geraud Darnis Mgmt For For For
1c Elect Director Donald DeFosset, Jr. Mgmt For For For
1d Elect Director Nicholas C. Fanandakis Mgmt For For For
1e Elect Director Richard P. Lavin Mgmt For For For
1f Elect Director Mario Longhi Mgmt For For For
1g Elect Director Rebecca A. McDonald Mgmt For For For
1h Elect Director Timothy H. Powers Mgmt For For For
1i Elect Director Luca Savi Mgmt For For For
1j Elect Director Cheryl L. Shavers Mgmt For For For
1k Elect Director Sabrina Soussan Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ITT Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Proxy Access Right SH Against For For
Shares Voted: 1,746,625
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Orlando D. Ashford Mgmt For For For
1b Elect Director Geraud Darnis Mgmt For For For
1c Elect Director Donald DeFosset, Jr. Mgmt For For For
1d Elect Director Nicholas C. Fanandakis Mgmt For For For
1e Elect Director Richard P. Lavin Mgmt For For For
1f Elect Director Mario Longhi Mgmt For For For
1g Elect Director Rebecca A. McDonald Mgmt For For For
1h Elect Director Timothy H. Powers Mgmt For For For
1i Elect Director Luca Savi Mgmt For For For
1j Elect Director Cheryl L. Shavers Mgmt For For For
1k Elect Director Sabrina Soussan Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Proxy Access Right SH Against For For
Stifel Financial Corp.
Meeting Date: 05/15/2020 Country: USA Primary Security ID: 860630102 Record Date: 03/18/2020 Meeting Type: Annual Ticker: SF
Shares Voted: 23,062
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Adam T. Berlew Mgmt For For For
1.2 Elect Director Kathleen Brown Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Stifel Financial Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Michael W. Brown Mgmt For For For
1.4 Elect Director Robert E. Grady Mgmt For For For
1.5 Elect Director Ronald J. Kruszewski Mgmt For For For
1.6 Elect Director Daniel J. Ludeman Mgmt For For For
1.7 Elect Director Maura A. Markus Mgmt For For For
1.8 Elect Director James M. Oates Mgmt For For For
1.9 Elect Director David A. Peacock Mgmt For For For
1.10 Elect Director Thomas W. Weisel Mgmt For For For
1.11 Elect Director Michael J. Zimmerman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 29,011
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Adam T. Berlew Mgmt For For For
1.2 Elect Director Kathleen Brown Mgmt For For For
1.3 Elect Director Michael W. Brown Mgmt For For For
1.4 Elect Director Robert E. Grady Mgmt For For For
1.5 Elect Director Ronald J. Kruszewski Mgmt For For For
1.6 Elect Director Daniel J. Ludeman Mgmt For For For
1.7 Elect Director Maura A. Markus Mgmt For For For
1.8 Elect Director James M. Oates Mgmt For For For
1.9 Elect Director David A. Peacock Mgmt For For For
1.10 Elect Director Thomas W. Weisel Mgmt For For For
1.11 Elect Director Michael J. Zimmerman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chemed Corporation
Meeting Date: 05/18/2020 Country: USA Primary Security ID: 16359R103 Record Date: 03/26/2020 Meeting Type: Annual Ticker: CHE
Shares Voted: 2
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kevin J. McNamara Mgmt For For For
1.2 Elect Director Ron DeLyons Mgmt For For For
1.3 Elect Director Joel F. Gemunder Mgmt For Against Against
1.4 Elect Director Patrick P. Grace Mgmt For Against Against
1.5 Elect Director Christopher J. Heaney Mgmt For For For
1.6 Elect Director Thomas C. Hutton Mgmt For For For
1.7 Elect Director Andrea R. Lindell Mgmt For For For
1.8 Elect Director Thomas P. Rice Mgmt For For For
1.9 Elect Director Donald E. Saunders Mgmt For For For
1.10 Elect Director George J. Walsh, III Mgmt For Against Against
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Political Contributions SH Against Against Against
China MeiDong Auto Holdings Limited
Meeting Date: 05/18/2020 Country: Cayman Islands Primary Security ID: G21192102 Record Date: 05/12/2020 Meeting Type: Annual Ticker: 1268
Shares Voted: 436,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2.1a Elect Ye Tao as Director Mgmt For For For
2.1b Elect Chen Guiyi as Director Mgmt For For For
2.2 Authorize Board to Fix Remuneration of Mgmt For For For Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China MeiDong Auto Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve KPMG as Auditors and Authorize Mgmt For For For Board to Fix Their Remuneration
4 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
5 Authorize Repurchase of Issued Share Capital Mgmt For For For
6 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
7 Approve Final Dividend Mgmt For For For
Shares Voted: 200,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2.1a Elect Ye Tao as Director Mgmt For For For
2.1b Elect Chen Guiyi as Director Mgmt For For For
2.2 Authorize Board to Fix Remuneration of Mgmt For For For Directors
3 Approve KPMG as Auditors and Authorize Mgmt For For For Board to Fix Their Remuneration
4 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
5 Authorize Repurchase of Issued Share Capital Mgmt For For For
6 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
7 Approve Final Dividend Mgmt For For For
Muyuan Foods Co., Ltd.
Meeting Date: 05/18/2020 Country: China Primary Security ID: Y6149B107 Record Date: 05/08/2020 Meeting Type: Annual Ticker: 002714
Shares Voted: 111,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Report of the Board of Directors Mgmt For For For
2 Approve Report of the Board of Supervisors Mgmt For For For
3 Approve Annual Report and Summary Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Financial Statements Mgmt For For For
5 Approve Financial Budget Mgmt For For For
6 Approve Profit Distribution Mgmt For For For
7 Approve Report on the Deposit and Usage of Mgmt For For For Raised Funds
8 Approve Application of Bank Credit Lines Mgmt For For For
9 Approve Financial Leasing Mgmt For For For
10 Approve Provision of Guarantee Mgmt For Against Against
11 Approve Remuneration of Directors, Mgmt For For For Supervisors and Senior Management Members
12 Approve Appointment of Auditor Mgmt For For For
13 Approve Loan from Shareholder Mgmt For For For
14 Approve Issuance of Overseas Bonds Mgmt For For For
15 Approve Authorization on Issuance of Mgmt For For For Overseas Bonds
16 Approve Provision of Guarantee to Overseas Mgmt For For For Bonds
17 Approve Company's Eligibility for Renewable Mgmt For For For Corporate Bond Issuance
18 Approve Issuance of Renewable Corporate Mgmt For For For Bond Issuance
19 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Issuance of Renewable Corporate Bond Issuance
20 Approve to Carry-out Accounts Payable Asset Mgmt For For For Backed Business
21 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Accounts Payable Asset Backed Business
22 Approve Issuance of Medium-term Notes Mgmt For For For
23 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Issuance of Medium-term Notes
24 Approve Issuance of Short-term Commercial Mgmt For For For Papers
25 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Issuance of Short-term Commercial Papers
26 Approve Repurchase and Cancellation of Mgmt For For For Performance Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
27 Approve Amendments to Articles of Mgmt For For For Association
Shares Voted: 50,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Report of the Board of Directors Mgmt For For For
2 Approve Report of the Board of Supervisors Mgmt For For For
3 Approve Annual Report and Summary Mgmt For For For
4 Approve Financial Statements Mgmt For For For
5 Approve Financial Budget Mgmt For For For
6 Approve Profit Distribution Mgmt For For For
7 Approve Report on the Deposit and Usage of Mgmt For For For Raised Funds
8 Approve Application of Bank Credit Lines Mgmt For For For
9 Approve Financial Leasing Mgmt For For For
10 Approve Provision of Guarantee Mgmt For Against Against
11 Approve Remuneration of Directors, Mgmt For For For Supervisors and Senior Management Members
12 Approve Appointment of Auditor Mgmt For For For
13 Approve Loan from Shareholder Mgmt For For For
14 Approve Issuance of Overseas Bonds Mgmt For For For
15 Approve Authorization on Issuance of Mgmt For For For Overseas Bonds
16 Approve Provision of Guarantee to Overseas Mgmt For For For Bonds
17 Approve Company's Eligibility for Renewable Mgmt For For For Corporate Bond Issuance
18 Approve Issuance of Renewable Corporate Mgmt For For For Bond Issuance
19 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Issuance of Renewable Corporate Bond Issuance
20 Approve to Carry-out Accounts Payable Asset Mgmt For For For Backed Business Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
21 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Accounts Payable Asset Backed Business
22 Approve Issuance of Medium-term Notes Mgmt For For For
23 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Issuance of Medium-term Notes
24 Approve Issuance of Short-term Commercial Mgmt For For For Papers
25 Approve Authorization of the Board to Handle Mgmt For For For All Related Matters on Issuance of Short-term Commercial Papers
26 Approve Repurchase and Cancellation of Mgmt For For For Performance Shares
27 Approve Amendments to Articles of Mgmt For For For Association
Quad/Graphics, Inc.
Meeting Date: 05/18/2020 Country: USA Primary Security ID: 747301109 Record Date: 03/12/2020 Meeting Type: Annual Ticker: QUAD
Shares Voted: 97,852
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark A. Angelson Mgmt For Withhold Withhold
1.2 Elect Director Douglas P. Buth Mgmt For Withhold Withhold
1.3 Elect Director John C. Fowler Mgmt For Withhold Withhold
1.4 Elect Director Stephen M. Fuller Mgmt For Withhold Withhold
1.5 Elect Director Christopher B. Harned Mgmt For Withhold Withhold
1.6 Elect Director J. Joel Quadracci Mgmt For Withhold Withhold
1.7 Elect Director Kathryn Quadracci Flores Mgmt For Withhold Withhold
1.8 Elect Director Jay O. Rothman Mgmt For Withhold Withhold
1.9 Elect Director John S. Shiely Mgmt For Withhold Withhold
2 Approve Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Quad/Graphics, Inc.
Shares Voted: 125,110
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark A. Angelson Mgmt For Withhold Withhold
1.2 Elect Director Douglas P. Buth Mgmt For Withhold Withhold
1.3 Elect Director John C. Fowler Mgmt For Withhold Withhold
1.4 Elect Director Stephen M. Fuller Mgmt For Withhold Withhold
1.5 Elect Director Christopher B. Harned Mgmt For Withhold Withhold
1.6 Elect Director J. Joel Quadracci Mgmt For Withhold Withhold
1.7 Elect Director Kathryn Quadracci Flores Mgmt For Withhold Withhold
1.8 Elect Director Jay O. Rothman Mgmt For Withhold Withhold
1.9 Elect Director John S. Shiely Mgmt For Withhold Withhold
2 Approve Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
RenaissanceRe Holdings Ltd.
Meeting Date: 05/18/2020 Country: Bermuda Primary Security ID: G7496G103 Record Date: 03/13/2020 Meeting Type: Annual Ticker: RNR
Shares Voted: 168,937
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David C. Bushnell Mgmt For For For
1b Elect Director James L. Gibbons Mgmt For For For
1c Elect Director Jean D. Hamilton Mgmt For For For
1d Elect Director Anthony M. Santomero Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Ernst & Young Ltd. as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
RenaissanceRe Holdings Ltd.
Shares Voted: 16,738
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David C. Bushnell Mgmt For For For
1b Elect Director James L. Gibbons Mgmt For For For
1c Elect Director Jean D. Hamilton Mgmt For For For
1d Elect Director Anthony M. Santomero Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Ernst & Young Ltd. as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
ACCO Brands Corporation
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 00081T108 Record Date: 03/25/2020 Meeting Type: Annual Ticker: ACCO
Shares Voted: 2,371,967
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James A. Buzzard Mgmt For For For
1b Elect Director Kathleen S. Dvorak Mgmt For For For
1c Elect Director Boris Elisman Mgmt For For For
1d Elect Director Pradeep Jotwani Mgmt For For For
1e Elect Director Robert J. Keller Mgmt For For For
1f Elect Director Thomas Kroeger Mgmt For For For
1g Elect Director Ron Lombardi Mgmt For For For
1h Elect Director Graciela I. Monteagudo Mgmt For For For
1i Elect Director Hans Michael Norkus Mgmt For For For
1j Elect Director E. Mark Rajkowski Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ACCO Brands Corporation
Shares Voted: 368,342
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James A. Buzzard Mgmt For For For
1b Elect Director Kathleen S. Dvorak Mgmt For For For
1c Elect Director Boris Elisman Mgmt For For For
1d Elect Director Pradeep Jotwani Mgmt For For For
1e Elect Director Robert J. Keller Mgmt For For For
1f Elect Director Thomas Kroeger Mgmt For For For
1g Elect Director Ron Lombardi Mgmt For For For
1h Elect Director Graciela I. Monteagudo Mgmt For For For
1i Elect Director Hans Michael Norkus Mgmt For For For
1j Elect Director E. Mark Rajkowski Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Amgen Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 031162100 Record Date: 03/20/2020 Meeting Type: Annual Ticker: AMGN
Shares Voted: 4,359
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Wanda M. Austin Mgmt For For For
1b Elect Director Robert A. Bradway Mgmt For For For
1c Elect Director Brian J. Druker Mgmt For For For
1d Elect Director Robert A. Eckert Mgmt For For For
1e Elect Director Greg C. Garland Mgmt For For For
1f Elect Director Fred Hassan Mgmt For For For
1g Elect Director Charles M. Holley, Jr. Mgmt For For For
1h Elect Director Tyler Jacks Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Amgen Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Ellen J. Kullman Mgmt For For For
1j Elect Director Ronald D. Sugar Mgmt For For For
1k Elect Director R. Sanders Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Require Independent Board Chairman SH Against For For
Axcelis Technologies, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 054540208 Record Date: 03/25/2020 Meeting Type: Annual Ticker: ACLS
Shares Voted: 12,936
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tzu-Yin "TY" Chiu Mgmt For Withhold Withhold
1.2 Elect Director Richard J. Faubert Mgmt For For For
1.3 Elect Director R. John Fletcher Mgmt For For For
1.4 Elect Director Arthur L. George, Jr. Mgmt For For For
1.5 Elect Director Joseph P. Keithley Mgmt For Withhold Withhold
1.6 Elect Director John T. Kurtzweil Mgmt For For For
1.7 Elect Director Mary G. Puma Mgmt For For For
1.8 Elect Director Thomas St. Dennis Mgmt For Withhold Withhold
1.9 Elect Director Jorge Titinger Mgmt For For For
2 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 9,729
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Axcelis Technologies, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tzu-Yin "TY" Chiu Mgmt For Withhold Withhold
1.2 Elect Director Richard J. Faubert Mgmt For For For
1.3 Elect Director R. John Fletcher Mgmt For For For
1.4 Elect Director Arthur L. George, Jr. Mgmt For For For
1.5 Elect Director Joseph P. Keithley Mgmt For Withhold Withhold
1.6 Elect Director John T. Kurtzweil Mgmt For For For
1.7 Elect Director Mary G. Puma Mgmt For For For
1.8 Elect Director Thomas St. Dennis Mgmt For Withhold Withhold
1.9 Elect Director Jorge Titinger Mgmt For For For
2 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Bank of Ireland Group Plc
Meeting Date: 05/19/2020 Country: Ireland Primary Security ID: G0756R109 Record Date: 05/17/2020 Meeting Type: Annual Ticker: BIRG
Shares Voted: 19,336
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Eileen Fitzpatrick as Director Mgmt For For For
2b Elect Michele Greene as Director Mgmt For For For
2c Elect Myles O'Grady as Director Mgmt For For For
2d Re-elect Evelyn Bourke as Director Mgmt For For For
2e Re-elect Ian Buchanan as Director Mgmt For For For
2f Re-elect Richard Goulding as Director Mgmt For For For
2g Re-elect Patrick Haren as Director Mgmt For For For
2h Re-elect Patrick Kennedy as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bank of Ireland Group Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2i Re-elect Francesca McDonagh as Director Mgmt For For For
2j Re-elect Fiona Muldoon as Director Mgmt For For For
2k Re-elect Patrick Mulvihill as Director Mgmt For For For
2l Re-elect Steve Pateman as Director Mgmt For For For
3 Ratify KPMG as Auditors Mgmt For For For
4 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
5 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
6 Approve Remuneration Report Mgmt For For For
7 Approve Remuneration Policy Mgmt For For For
8 Amend Articles of Association Mgmt For For For
9 Authorise Market Purchase of Ordinary Shares Mgmt For For For
10 Authorise Issue of Equity Mgmt For For For
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
12 Authorise Issue of Equity in Relation to Mgmt For For For Additional Tier 1 Contingent Equity Conversion Notes
13 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Relation to Additional Tier 1 Contingent Equity Conversion Notes
BNP Paribas SA
Meeting Date: 05/19/2020 Country: France Primary Security ID: F1058Q238 Record Date: 05/15/2020 Meeting Type: Annual/Special Ticker: BNP
Shares Voted: 464,971
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BNP Paribas SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
6 Reelect Jean Lemierre as Director Mgmt For For For
7 Reelect Jacques Aschenbroich as Director Mgmt For For For
8 Reelect Monique Cohen as Director Mgmt For For For
9 Reelect Daniela Schwarzer as Director Mgmt For For For
10 Reelect Fields Wicker-Miurin as Director Mgmt For For For
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
13 Approve Remuneration Policy of CEO and Mgmt For For For Vice-CEO
14 Approve Compensation of Corporate Officers Mgmt For For For
15 Approve Compensation of Jean Lemierre, Mgmt For For For Chairman of the Board
16 Approve Compensation of Jean-Laurent Mgmt For For For Bonnafe, CEO
17 Approve Compensation of Philippe Bordenave, Mgmt For For For Vice-CEO
18 Approve the Overall Envelope of Mgmt For For For Compensation of Certain Senior Management, Responsible Officers and the Risk-takers
Extraordinary Business Mgmt
19 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 1 Billion
20 Authorize Capital Increase of Up to EUR 240 Mgmt For For For Million for Future Exchange Offers
21 Authorize Board to Set Issue Price for 10 Mgmt For For For Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
22 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 20-21 at EUR 240 Million
23 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 1 Billion for Bonus Issue or Increase in Par Value Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BNP Paribas SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
24 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 19-21 at EUR 1 Billion
25 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
26 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
27 Amend Article 7 of Bylaws Re: Employee Mgmt For For For Shareholder Representative
28 Amend Article 15 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
29 Amend Articles 7, 10, 11, 19 of Bylaws to Mgmt For For For Comply with Legal Changes
30 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 805,890
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
6 Reelect Jean Lemierre as Director Mgmt For For For
7 Reelect Jacques Aschenbroich as Director Mgmt For For For
8 Reelect Monique Cohen as Director Mgmt For For For
9 Reelect Daniela Schwarzer as Director Mgmt For For For
10 Reelect Fields Wicker-Miurin as Director Mgmt For For For
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Remuneration Policy of Chairman of Mgmt For For For the Board Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BNP Paribas SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Approve Remuneration Policy of CEO and Mgmt For For For Vice-CEO
14 Approve Compensation of Corporate Officers Mgmt For For For
15 Approve Compensation of Jean Lemierre, Mgmt For For For Chairman of the Board
16 Approve Compensation of Jean-Laurent Mgmt For For For Bonnafe, CEO
17 Approve Compensation of Philippe Bordenave, Mgmt For For For Vice-CEO
18 Approve the Overall Envelope of Mgmt For For For Compensation of Certain Senior Management, Responsible Officers and the Risk-takers
Extraordinary Business Mgmt
19 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 1 Billion
20 Authorize Capital Increase of Up to EUR 240 Mgmt For For For Million for Future Exchange Offers
21 Authorize Board to Set Issue Price for 10 Mgmt For For For Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
22 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 20-21 at EUR 240 Million
23 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 1 Billion for Bonus Issue or Increase in Par Value
24 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 19-21 at EUR 1 Billion
25 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
26 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
27 Amend Article 7 of Bylaws Re: Employee Mgmt For For For Shareholder Representative
28 Amend Article 15 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
29 Amend Articles 7, 10, 11, 19 of Bylaws to Mgmt For For For Comply with Legal Changes
30 Authorize Filing of Required Documents/Other Mgmt For For For Formalities Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BNP Paribas SA
Meeting Date: 05/19/2020 Country: France Primary Security ID: F1058Q238 Record Date: 04/13/2020 Meeting Type: Annual/Special Ticker: BNP
Shares Voted: 3,424
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
6 Reelect Jean Lemierre as Director Mgmt For For For
7 Reelect Jacques Aschenbroich as Director Mgmt For For For
8 Reelect Monique Cohen as Director Mgmt For For For
9 Reelect Daniela Schwarzer as Director Mgmt For For For
10 Reelect Fields Wicker-Miurin as Director Mgmt For For For
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
13 Approve Remuneration Policy of CEO and Mgmt For For For Vice-CEO
14 Approve Compensation of Corporate Officers Mgmt For For For
15 Approve Compensation of Jean Lemierre, Mgmt For For For Chairman of the Board
16 Approve Compensation of Jean-Laurent Mgmt For For For Bonnafe, CEO
17 Approve Compensation of Philippe Bordenave, Mgmt For For For Vice-CEO
18 Approve the Overall Envelope of Mgmt For For For Compensation of Certain Senior Management, Responsible Officers and the Risk-takers
Extraordinary Business Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BNP Paribas SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
19 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 1 Billion
20 Authorize Capital Increase of Up to EUR 240 Mgmt For For For Million for Future Exchange Offers
21 Authorize Board to Set Issue Price for 10 Mgmt For For For Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
22 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 20-21 at EUR 240 Million
23 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 1 Billion for Bonus Issue or Increase in Par Value
24 Set Total Limit for Capital Increase to Result Mgmt For For For from Issuance Requests Under Items 19-21 at EUR 1 Billion
25 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
26 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
27 Amend Article 7 of Bylaws Re: Employee Mgmt For For For Shareholder Representative
28 Amend Article 15 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
29 Amend Articles 7, 10, 11, 19 of Bylaws to Mgmt For For For Comply with Legal Changes
30 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
East West Bancorp, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 27579R104 Record Date: 03/23/2020 Meeting Type: Annual Ticker: EWBC
Shares Voted: 745,770
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Molly Campbell Mgmt For For For
1.2 Elect Director Iris S. Chan Mgmt For For For
1.3 Elect Director Archana Deskus Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
East West Bancorp, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Rudolph I. Estrada Mgmt For For For
1.5 Elect Director Paul H. Irving Mgmt For For For
1.6 Elect Director Jack C. Liu Mgmt For For For
1.7 Elect Director Dominic Ng Mgmt For For For
1.8 Elect Director Lester M. Sussman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 1,988,051
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Molly Campbell Mgmt For For For
1.2 Elect Director Iris S. Chan Mgmt For For For
1.3 Elect Director Archana Deskus Mgmt For For For
1.4 Elect Director Rudolph I. Estrada Mgmt For For For
1.5 Elect Director Paul H. Irving Mgmt For For For
1.6 Elect Director Jack C. Liu Mgmt For For For
1.7 Elect Director Dominic Ng Mgmt For For For
1.8 Elect Director Lester M. Sussman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
FirstEnergy Corp.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 337932107 Record Date: 03/20/2020 Meeting Type: Annual Ticker: FE
Shares Voted: 966,836
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Anderson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FirstEnergy Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Steven J. Demetriou Mgmt For For For
1.3 Elect Director Julia L. Johnson Mgmt For For For
1.4 Elect Director Charles E. Jones Mgmt For For For
1.5 Elect Director Donald T. Misheff Mgmt For For For
1.6 Elect Director Thomas N. Mitchell Mgmt For For For
1.7 Elect Director James F. O'Neil, III Mgmt For For For
1.8 Elect Director Christopher D. Pappas Mgmt For For For
1.9 Elect Director Sandra Pianalto Mgmt For For For
1.10 Elect Director Luis A. Reyes Mgmt For For For
1.11 Elect Director Leslie M. Turner Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Amend Code of Regulations to Authorize Mgmt For For For Board to Make Certain Future Amendments
6 Amend Proxy Access Right SH Against For For
Shares Voted: 2,640,010
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Anderson Mgmt For For For
1.2 Elect Director Steven J. Demetriou Mgmt For For For
1.3 Elect Director Julia L. Johnson Mgmt For For For
1.4 Elect Director Charles E. Jones Mgmt For For For
1.5 Elect Director Donald T. Misheff Mgmt For For For
1.6 Elect Director Thomas N. Mitchell Mgmt For For For
1.7 Elect Director James F. O'Neil, III Mgmt For For For
1.8 Elect Director Christopher D. Pappas Mgmt For For For
1.9 Elect Director Sandra Pianalto Mgmt For For For
1.10 Elect Director Luis A. Reyes Mgmt For For For
1.11 Elect Director Leslie M. Turner Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FirstEnergy Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Amend Code of Regulations to Authorize Mgmt For For For Board to Make Certain Future Amendments
6 Amend Proxy Access Right SH Against For For
Halliburton Company
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 406216101 Record Date: 03/20/2020 Meeting Type: Annual Ticker: HAL
Shares Voted: 447,321
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Abdulaziz F. Al Khayyal Mgmt For For For
1b Elect Director William E. Albrecht Mgmt For For For
1c Elect Director M. Katherine Banks Mgmt For For For
1d Elect Director Alan M. Bennett Mgmt For For For
1e Elect Director Milton Carroll Mgmt For For For
1f Elect Director Nance K. Dicciani Mgmt For For For
1g Elect Director Murry S. Gerber Mgmt For For For
1h Elect Director Patricia Hemingway Hall Mgmt For For For
1i Elect Director Robert A. Malone Mgmt For For For
1j Elect Director Jeffrey A. Miller Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 16,696
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Halliburton Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Abdulaziz F. Al Khayyal Mgmt For For For
1b Elect Director William E. Albrecht Mgmt For For For
1c Elect Director M. Katherine Banks Mgmt For For For
1d Elect Director Alan M. Bennett Mgmt For For For
1e Elect Director Milton Carroll Mgmt For For For
1f Elect Director Nance K. Dicciani Mgmt For For For
1g Elect Director Murry S. Gerber Mgmt For For For
1h Elect Director Patricia Hemingway Hall Mgmt For For For
1i Elect Director Robert A. Malone Mgmt For For For
1j Elect Director Jeffrey A. Miller Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
HD Supply Holdings, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 40416M105 Record Date: 03/23/2020 Meeting Type: Annual Ticker: HDS
Shares Voted: 828,621
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kathleen J. Affeldt Mgmt For For For
1.2 Elect Director Joseph J. DeAngelo Mgmt For For For
1.3 Elect Director Peter A. Dorsman Mgmt For For For
1.4 Elect Director Stephen J. Konenkamp Mgmt For For For
1.5 Elect Director Patrick R. McNamee Mgmt For For For
1.6 Elect Director Scott D. Ostfeld Mgmt For For For
1.7 Elect Director Charles W. Peffer Mgmt For For For
1.8 Elect Director James A. Rubright Mgmt For For For
1.9 Elect Director Lauren Taylor Wolfe Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HD Supply Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 2,808,688
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kathleen J. Affeldt Mgmt For For For
1.2 Elect Director Joseph J. DeAngelo Mgmt For For For
1.3 Elect Director Peter A. Dorsman Mgmt For For For
1.4 Elect Director Stephen J. Konenkamp Mgmt For For For
1.5 Elect Director Patrick R. McNamee Mgmt For For For
1.6 Elect Director Scott D. Ostfeld Mgmt For For For
1.7 Elect Director Charles W. Peffer Mgmt For For For
1.8 Elect Director James A. Rubright Mgmt For For For
1.9 Elect Director Lauren Taylor Wolfe Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Intrepid Potash, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 46121Y102 Record Date: 03/20/2020 Meeting Type: Annual Ticker: IPI
Shares Voted: 80,686
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Robert P. Jornayvaz, III Mgmt For For For
1b Elect Director Hugh E. Harvey, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Intrepid Potash, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Investors Real Estate Trust
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 461730509 Record Date: 03/23/2020 Meeting Type: Annual Ticker: IRET
Shares Voted: 1,931
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey P. Caira Mgmt For For For
1b Elect Director Michael T. Dance Mgmt For For For
1c Elect Director Mark O. Decker, Jr. Mgmt For For For
1d Elect Director Emily Nagle Green Mgmt For For For
1e Elect Director Linda J. Hall Mgmt For For For
1f Elect Director Terrance P. Maxwell Mgmt For For For
1g Elect Director John A. Schissel Mgmt For For For
1h Elect Director Mary J. Twinem Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 3,662
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey P. Caira Mgmt For For For
1b Elect Director Michael T. Dance Mgmt For For For
1c Elect Director Mark O. Decker, Jr. Mgmt For For For
1d Elect Director Emily Nagle Green Mgmt For For For
1e Elect Director Linda J. Hall Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Investors Real Estate Trust
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Terrance P. Maxwell Mgmt For For For
1g Elect Director John A. Schissel Mgmt For For For
1h Elect Director Mary J. Twinem Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For
JPMorgan Chase & Co.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 46625H100 Record Date: 03/20/2020 Meeting Type: Annual Ticker: JPM
Shares Voted: 6,492,520
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Linda B. Bammann Mgmt For For For
1b Elect Director Stephen B. Burke Mgmt For For For
1c Elect Director Todd A. Combs Mgmt For For For
1d Elect Director James S. Crown Mgmt For For For
1e Elect Director James Dimon Mgmt For For For
1f Elect Director Timothy P. Flynn Mgmt For For For
1g Elect Director Mellody Hobson Mgmt For For For
1h Elect Director Michael A. Neal Mgmt For For For
1i Elect Director Lee R. Raymond Mgmt For For For
1j Elect Director Virginia M. Rometty Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
4 Require Independent Board Chair SH Against For For
5 Report on Reputational Risk Related to SH Against Refer Against Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production. Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
JPMorgan Chase & Co.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Report on Climate Change SH Against Against Against
7 Amend Shareholder Written Consent SH Against Against Against Provisions
8 Report on Charitable Contributions SH Against Against Against
9 Report on Gender/Racial Pay Gap SH Against Against Against
Shares Voted: 1,093,206
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Linda B. Bammann Mgmt For Refer For
1b Elect Director Stephen B. Burke Mgmt For Refer For
1c Elect Director Todd A. Combs Mgmt For Refer For
1d Elect Director James S. Crown Mgmt For Refer For
1e Elect Director James Dimon Mgmt For Refer For
1f Elect Director Timothy P. Flynn Mgmt For Refer For
1g Elect Director Mellody Hobson Mgmt For Refer For
1h Elect Director Michael A. Neal Mgmt For Refer For
1i Elect Director Lee R. Raymond Mgmt For Refer For
1j Elect Director Virginia M. Rometty Mgmt For Refer For
2 Advisory Vote to Ratify Named Executive Mgmt For Refer For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For Refer For
4 Require Independent Board Chair SH Against Refer For
5 Report on Reputational Risk Related to SH Against Refer Against Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production.
6 Report on Climate Change SH Against Refer Against
7 Amend Shareholder Written Consent SH Against Refer Against Provisions
8 Report on Charitable Contributions SH Against Refer Against
9 Report on Gender/Racial Pay Gap SH Against Refer Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kilroy Realty Corporation
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 49427F108 Record Date: 03/06/2020 Meeting Type: Annual Ticker: KRC
Shares Voted: 342,123
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John Kilroy Mgmt For For For
1b Elect Director Edward Brennan Mgmt For For For
1c Elect Director Jolie Hunt Mgmt For For For
1d Elect Director Scott Ingraham Mgmt For For For
1e Elect Director Gary Stevenson Mgmt For For For
1f Elect Director Peter Stoneberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Increase Authorized Common Stock Mgmt For Against Against
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,194,104
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John Kilroy Mgmt For For For
1b Elect Director Edward Brennan Mgmt For For For
1c Elect Director Jolie Hunt Mgmt For For For
1d Elect Director Scott Ingraham Mgmt For For For
1e Elect Director Gary Stevenson Mgmt For For For
1f Elect Director Peter Stoneberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Increase Authorized Common Stock Mgmt For Against Against
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Landstar System, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 515098101 Record Date: 03/24/2020 Meeting Type: Annual Ticker: LSTR
Shares Voted: 221,244
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David G. Bannister Mgmt For For For
1b Elect Director George P. Scanlon Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 31,563
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David G. Bannister Mgmt For For For
1b Elect Director George P. Scanlon Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Preferred Bank
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 740367404 Record Date: 04/03/2020 Meeting Type: Annual Ticker: PFBC
Shares Voted: 170,930
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Li Yu Mgmt For For For
1.2 Elect Director Clark Hsu Mgmt For For For
1.3 Elect Director Kathleen Shane Mgmt For For For
1.4 Elect Director J. Richard Belliston Mgmt For For For
1.5 Elect Director Gary S. Nunnelly Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Preferred Bank
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Ratify Crowe LLP as Auditors Mgmt For For For
Shares Voted: 18,287
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Li Yu Mgmt For For For
1.2 Elect Director Clark Hsu Mgmt For For For
1.3 Elect Director Kathleen Shane Mgmt For For For
1.4 Elect Director J. Richard Belliston Mgmt For For For
1.5 Elect Director Gary S. Nunnelly Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Ratify Crowe LLP as Auditors Mgmt For For For
Quest Diagnostics Incorporated
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 74834L100 Record Date: 03/20/2020 Meeting Type: Annual Ticker: DGX
Shares Voted: 788,333
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Vicky B. Gregg Mgmt For For For
1.2 Elect Director Wright L. Lassiter, III Mgmt For For For
1.3 Elect Director Timothy L. Main Mgmt For For For
1.4 Elect Director Denise M. Morrison Mgmt For For For
1.5 Elect Director Gary M. Pfeiffer Mgmt For For For
1.6 Elect Director Timothy M. Ring Mgmt For For For
1.7 Elect Director Stephen H. Rusckowski Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Quest Diagnostics Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Daniel C. Stanzione Mgmt For For For
1.9 Elect Director Helen I. Torley Mgmt For For For
1.10 Elect Director Gail R. Wilensky Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 105,821
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Vicky B. Gregg Mgmt For For For
1.2 Elect Director Wright L. Lassiter, III Mgmt For For For
1.3 Elect Director Timothy L. Main Mgmt For For For
1.4 Elect Director Denise M. Morrison Mgmt For For For
1.5 Elect Director Gary M. Pfeiffer Mgmt For For For
1.6 Elect Director Timothy M. Ring Mgmt For For For
1.7 Elect Director Stephen H. Rusckowski Mgmt For For For
1.8 Elect Director Daniel C. Stanzione Mgmt For For For
1.9 Elect Director Helen I. Torley Mgmt For For For
1.10 Elect Director Gail R. Wilensky Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Rheinmetall AG
Meeting Date: 05/19/2020 Country: Germany Primary Security ID: D65111102 Record Date: 04/27/2020 Meeting Type: Annual Ticker: RHM Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Rheinmetall AG
Shares Voted: 152,957
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.40 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify Deloitte GmbH as Auditors for Fiscal Mgmt For For For 2020
6 Approve Remuneration Policy Mgmt For Against Against
Shares Voted: 80,432
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.40 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify Deloitte GmbH as Auditors for Fiscal Mgmt For For For 2020
6 Approve Remuneration Policy Mgmt For Against Against
Royal Dutch Shell Plc
Meeting Date: 05/19/2020 Country: United Kingdom Primary Security ID: G7690A118 Record Date: 05/15/2020 Meeting Type: Annual Ticker: RDSB
Shares Voted: 841,199
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Management Proposals Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal Dutch Shell Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Elect Dick Boer as Director Mgmt For For For
5 Elect Andrew Mackenzie as Director Mgmt For For For
6 Elect Martina Hund-Mejean as Director Mgmt For For For
7 Re-elect Ben van Beurden as Director Mgmt For For For
8 Re-elect Neil Carson as Director Mgmt For For For
9 Re-elect Ann Godbehere as Director Mgmt For For For
10 Re-elect Euleen Goh as Director Mgmt For For For
11 Re-elect Charles Holliday as Director Mgmt For For For
12 Re-elect Catherine Hughes as Director Mgmt For For For
13 Re-elect Sir Nigel Sheinwald as Director Mgmt For For For
14 Re-elect Jessica Uhl as Director Mgmt For For For
15 Re-elect Gerrit Zalm as Director Mgmt For For For
16 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
17 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise Issue of Equity Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
Shareholder Proposal Mgmt
21 Request Shell to Set and Publish Targets for SH Against Against Against Greenhouse Gas (GHG) Emissions
Shares Voted: 1,490,782
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal Dutch Shell Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Remuneration Report Mgmt For For For
4 Elect Dick Boer as Director Mgmt For For For
5 Elect Andrew Mackenzie as Director Mgmt For For For
6 Elect Martina Hund-Mejean as Director Mgmt For For For
7 Re-elect Ben van Beurden as Director Mgmt For For For
8 Re-elect Neil Carson as Director Mgmt For For For
9 Re-elect Ann Godbehere as Director Mgmt For For For
10 Re-elect Euleen Goh as Director Mgmt For For For
11 Re-elect Charles Holliday as Director Mgmt For For For
12 Re-elect Catherine Hughes as Director Mgmt For For For
13 Re-elect Sir Nigel Sheinwald as Director Mgmt For For For
14 Re-elect Jessica Uhl as Director Mgmt For For For
15 Re-elect Gerrit Zalm as Director Mgmt For For For
16 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
17 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise Issue of Equity Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
Shareholder Proposal Mgmt
21 Request Shell to Set and Publish Targets for SH Against Against Against Greenhouse Gas (GHG) Emissions
Royal Dutch Shell Plc
Meeting Date: 05/19/2020 Country: United Kingdom Primary Security ID: G7690A118 Record Date: 04/08/2020 Meeting Type: Annual Ticker: RDSB
Shares Voted: 1,014
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal Dutch Shell Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Elect Dick Boer as Director Mgmt For For For
5 Elect Andrew Mackenzie as Director Mgmt For For For
6 Elect Martina Hund-Mejean as Director Mgmt For For For
7 Re-elect Ben van Beurden as Director Mgmt For For For
8 Re-elect Neil Carson as Director Mgmt For For For
9 Re-elect Ann Godbehere as Director Mgmt For For For
10 Re-elect Euleen Goh as Director Mgmt For For For
11 Re-elect Charles Holliday as Director Mgmt For For For
12 Re-elect Catherine Hughes as Director Mgmt For For For
13 Re-elect Sir Nigel Sheinwald as Director Mgmt For For For
14 Re-elect Jessica Uhl as Director Mgmt For For For
15 Re-elect Gerrit Zalm as Director Mgmt For For For
16 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
17 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise Issue of Equity Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
Shareholder Proposal Mgmt
21 Request Shell to Set and Publish Targets for SH Against Against Against Greenhouse Gas (GHG) Emissions
Standard Motor Products, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 853666105 Record Date: 04/07/2020 Meeting Type: Annual Ticker: SMP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Standard Motor Products, Inc.
Shares Voted: 260,564
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John P. Gethin Mgmt For For For
1.2 Elect Director Pamela Forbes Lieberman Mgmt For For For
1.3 Elect Director Patrick S. McClymont Mgmt For For For
1.4 Elect Director Joseph W. McDonnell Mgmt For For For
1.5 Elect Director Alisa C. Norris Mgmt For For For
1.6 Elect Director Eric P. Sills Mgmt For For For
1.7 Elect Director Lawrence I. Sills Mgmt For For For
1.8 Elect Director William H. Turner Mgmt For For For
1.9 Elect Director Richard S. Ward Mgmt For For For
1.10 Elect Director Roger M. Widmann Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 42,644
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John P. Gethin Mgmt For For For
1.2 Elect Director Pamela Forbes Lieberman Mgmt For For For
1.3 Elect Director Patrick S. McClymont Mgmt For For For
1.4 Elect Director Joseph W. McDonnell Mgmt For For For
1.5 Elect Director Alisa C. Norris Mgmt For For For
1.6 Elect Director Eric P. Sills Mgmt For For For
1.7 Elect Director Lawrence I. Sills Mgmt For For For
1.8 Elect Director William H. Turner Mgmt For For For
1.9 Elect Director Richard S. Ward Mgmt For For For
1.10 Elect Director Roger M. Widmann Mgmt For For For
2 Ratify KPMG LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Allstate Corporation
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 020002101 Record Date: 03/20/2020 Meeting Type: Annual Ticker: ALL
Shares Voted: 1,128,664
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kermit R. Crawford Mgmt For For For
1b Elect Director Michael L. Eskew Mgmt For For For
1c Elect Director Margaret M. Keane Mgmt For For For
1d Elect Director Siddharth N. (Bobby) Mehta Mgmt For For For
1e Elect Director Jacques P. Perold Mgmt For For For
1f Elect Director Andrea Redmond Mgmt For For For
1g Elect Director Gregg M. Sherrill Mgmt For For For
1h Elect Director Judith A. Sprieser Mgmt For For For
1i Elect Director Perry M. Traquina Mgmt For For For
1j Elect Director Thomas J. Wilson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,188,685
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kermit R. Crawford Mgmt For For For
1b Elect Director Michael L. Eskew Mgmt For For For
1c Elect Director Margaret M. Keane Mgmt For For For
1d Elect Director Siddharth N. (Bobby) Mehta Mgmt For For For
1e Elect Director Jacques P. Perold Mgmt For For For
1f Elect Director Andrea Redmond Mgmt For For For
1g Elect Director Gregg M. Sherrill Mgmt For For For
1h Elect Director Judith A. Sprieser Mgmt For For For
1i Elect Director Perry M. Traquina Mgmt For For For
1j Elect Director Thomas J. Wilson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Allstate Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Viad Corp
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 92552R406 Record Date: 03/20/2020 Meeting Type: Annual Ticker: VVI
Shares Voted: 23,026
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Edward E. Mace Mgmt For For For
1b Elect Director Joshua E. Schechter Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 33,872
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Edward E. Mace Mgmt For For For
1b Elect Director Joshua E. Schechter Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
YRC Worldwide Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 984249607 Record Date: 03/23/2020 Meeting Type: Annual Ticker: YRCW Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
YRC Worldwide Inc.
Shares Voted: 21,592
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Matthew A. Doheny Mgmt For Against Against
1b Elect Director Darren D. Hawkins Mgmt For For For
1c Elect Director James E. Hoffman Mgmt For Against Against
1d Elect Director Patricia M. Nazemetz Mgmt For Against For
1e Elect Director Jamie G. Pierson Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Akamai Technologies, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 00971T101 Record Date: 03/23/2020 Meeting Type: Annual Ticker: AKAM
Shares Voted: 10,464
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tom Killalea Mgmt For For For
1.2 Elect Director Tom Leighton Mgmt For For For
1.3 Elect Director Jonathan Miller Mgmt For For For
1.4 Elect Director Monte Ford Mgmt For For For
1.5 Elect Director Madhu Ranganathan Mgmt For For For
1.6 Elect Director Fred Salerno Mgmt For For For
1.7 Elect Director Ben Verwaayen Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 11,985
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Akamai Technologies, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Tom Killalea Mgmt For For For
1.2 Elect Director Tom Leighton Mgmt For For For
1.3 Elect Director Jonathan Miller Mgmt For For For
1.4 Elect Director Monte Ford Mgmt For For For
1.5 Elect Director Madhu Ranganathan Mgmt For For For
1.6 Elect Director Fred Salerno Mgmt For For For
1.7 Elect Director Ben Verwaayen Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Anworth Mortgage Asset Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 037347101 Record Date: 03/11/2020 Meeting Type: Annual Ticker: ANH
Shares Voted: 81,288
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph E. McAdams Mgmt For For For
1b Elect Director Joe E. Davis Mgmt For Against Against
1c Elect Director Robert C. Davis Mgmt For Against Against
1d Elect Director Mark S. Maron Mgmt For Against Against
1e Elect Director Lloyd McAdams Mgmt For For For
1f Elect Director Dominique Mielle Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify RSM US LLP as Auditors Mgmt For For For
Boston Properties, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 101121101 Record Date: 03/25/2020 Meeting Type: Annual Ticker: BXP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Boston Properties, Inc.
Shares Voted: 475,152
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joel I. Klein Mgmt For For For
1b Elect Director Kelly A. Ayotte Mgmt For For For
1c Elect Director Bruce W. Duncan Mgmt For For For
1d Elect Director Karen E. Dykstra Mgmt For For For
1e Elect Director Carol B. Einiger Mgmt For For For
1f Elect Director Diane J. Hoskins Mgmt For For For
1g Elect Director Douglas T. Linde Mgmt For For For
1h Elect Director Matthew J. Lustig Mgmt For For For
1i Elect Director Owen D. Thomas Mgmt For For For
1j Elect Director David A. Twardock Mgmt For For For
1k Elect Director William H. Walton, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 1,558,437
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joel I. Klein Mgmt For For For
1b Elect Director Kelly A. Ayotte Mgmt For For For
1c Elect Director Bruce W. Duncan Mgmt For For For
1d Elect Director Karen E. Dykstra Mgmt For For For
1e Elect Director Carol B. Einiger Mgmt For For For
1f Elect Director Diane J. Hoskins Mgmt For For For
1g Elect Director Douglas T. Linde Mgmt For For For
1h Elect Director Matthew J. Lustig Mgmt For For For
1i Elect Director Owen D. Thomas Mgmt For For For
1j Elect Director David A. Twardock Mgmt For For For
1k Elect Director William H. Walton, III Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Boston Properties, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Cactus, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 127203107 Record Date: 04/13/2020 Meeting Type: Annual Ticker: WHD
Shares Voted: 415,114
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Scott Bender Mgmt For Withhold Withhold
1.2 Elect Director Bruce Rothstein Mgmt For Withhold Withhold
1.3 Elect Director Gary Rosenthal Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 102,815
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Scott Bender Mgmt For Withhold Withhold
1.2 Elect Director Bruce Rothstein Mgmt For Withhold Withhold
1.3 Elect Director Gary Rosenthal Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Capgemini SE
Meeting Date: 05/20/2020 Country: France Primary Security ID: F4973Q101 Record Date: 05/18/2020 Meeting Type: Annual/Special Ticker: CAP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capgemini SE
Shares Voted: 424,162
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.35 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Approve Compensation of Paul Hermelin, Mgmt For For For Chairman and CEO
6 Approve Compensation of Thierry Delaporte, Mgmt For For For Vice-CEO
7 Approve Compensation of Aiman Ezzat, Mgmt For For For Vice-CEO
8 Approve Compensation Report of Corporate Mgmt For For For Officers
9 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
10 Approve Remuneration Policy of Vice-CEOs Mgmt For For For
11 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
12 Approve Remuneration Policy of CEO Mgmt For For For
13 Approve Remuneration Policy of Directors Mgmt For For For
14 Reelect Sian Herbert-Jones as Director Mgmt For For For
15 Elect Belen Moscoso del Prado Lopez-Doriga Mgmt For For For as Director
16 Elect Aiman Ezzat as Director Mgmt For For For
17 Elect Lucia Sinapi-Thomas as Director Mgmt For For For Shareholder Representative
17A Elect Claire Sauvanaud as Director Mgmt Against Against Against Shareholder Representative
18 Renew Appointment of Mgmt For For For PricewaterhouseCoopers Audit as Auditor
19 Appoint Mazars as Auditor Mgmt For For For
20 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capgemini SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Extraordinary Business Mgmt
21 Amend Articles 7 and 17 of Bylaws to Comply Mgmt For For For with Legal Changes
22 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
23 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 1.5 Billion for Bonus Issue or Increase in Par Value
24 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 540 Million
25 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 135 Million
26 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 135 Million
27 Authorize Board to Set Issue Price for 10 Mgmt For For For Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Under Items 25 and 26
28 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
29 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
30 Authorize up to 1.2 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Executive Officers
31 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
32 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
33 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 472,775
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capgemini SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.35 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Approve Compensation of Paul Hermelin, Mgmt For For For Chairman and CEO
6 Approve Compensation of Thierry Delaporte, Mgmt For For For Vice-CEO
7 Approve Compensation of Aiman Ezzat, Mgmt For For For Vice-CEO
8 Approve Compensation Report of Corporate Mgmt For For For Officers
9 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
10 Approve Remuneration Policy of Vice-CEOs Mgmt For For For
11 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
12 Approve Remuneration Policy of CEO Mgmt For For For
13 Approve Remuneration Policy of Directors Mgmt For For For
14 Reelect Sian Herbert-Jones as Director Mgmt For For For
15 Elect Belen Moscoso del Prado Lopez-Doriga Mgmt For For For as Director
16 Elect Aiman Ezzat as Director Mgmt For For For
17 Elect Lucia Sinapi-Thomas as Director Mgmt For For For Shareholder Representative
17A Elect Claire Sauvanaud as Director Mgmt Against Against Against Shareholder Representative
18 Renew Appointment of Mgmt For For For PricewaterhouseCoopers Audit as Auditor
19 Appoint Mazars as Auditor Mgmt For For For
20 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
21 Amend Articles 7 and 17 of Bylaws to Comply Mgmt For For For with Legal Changes Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Capgemini SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
22 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
23 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 1.5 Billion for Bonus Issue or Increase in Par Value
24 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 540 Million
25 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 135 Million
26 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 135 Million
27 Authorize Board to Set Issue Price for 10 Mgmt For For For Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Under Items 25 and 26
28 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
29 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
30 Authorize up to 1.2 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Executive Officers
31 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
32 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
33 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
CF Industries Holdings, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 125269100 Record Date: 03/27/2020 Meeting Type: Annual Ticker: CF Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CF Industries Holdings, Inc.
Shares Voted: 28,363
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Javed Ahmed Mgmt For For For
1b Elect Director Robert C. Arzbaecher Mgmt For For For
1c Elect Director William Davisson Mgmt For For For
1d Elect Director John W. Eaves Mgmt For For For
1e Elect Director Stephen A. Furbacher Mgmt For For For
1f Elect Director Stephen J. Hagge Mgmt For For For
1g Elect Director Anne P. Noonan Mgmt For For For
1h Elect Director Michael J. Toelle Mgmt For For For
1i Elect Director Theresa E. Wagler Mgmt For For For
1j Elect Director Celso L. White Mgmt For For For
1k Elect Director W. Anthony Will Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 24,999
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Javed Ahmed Mgmt For For For
1b Elect Director Robert C. Arzbaecher Mgmt For For For
1c Elect Director William Davisson Mgmt For For For
1d Elect Director John W. Eaves Mgmt For For For
1e Elect Director Stephen A. Furbacher Mgmt For For For
1f Elect Director Stephen J. Hagge Mgmt For For For
1g Elect Director Anne P. Noonan Mgmt For For For
1h Elect Director Michael J. Toelle Mgmt For For For
1i Elect Director Theresa E. Wagler Mgmt For For For
1j Elect Director Celso L. White Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CF Industries Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1k Elect Director W. Anthony Will Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
China Mobile Limited
Meeting Date: 05/20/2020 Country: Hong Kong Primary Security ID: Y14965100 Record Date: 04/13/2020 Meeting Type: Annual Ticker: 941
Shares Voted: 1,104
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Elect Wang Yuhang as Director Mgmt For For For
4.1 Elect Paul Chow Man Yiu as Director Mgmt For Against Against
4.2 Elect Stephen Yiu Kin Wah as Director Mgmt For Against Against
5 Approve PricewaterhouseCoopers and Mgmt For For For PricewaterhouseCoopers Zhong Tian LLP as Auditors and Authorize Board to Fix Their Remuneration
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
9 Adopt Share Option Scheme and Related Mgmt For Against Against Transactions
Chubb Limited
Meeting Date: 05/20/2020 Country: Switzerland Primary Security ID: H1467J104 Record Date: 03/27/2020 Meeting Type: Annual Ticker: CB Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chubb Limited
Shares Voted: 3,788,139
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2.1 Allocate Disposable Profit Mgmt For For For
2.2 Approve Dividend Distribution From Legal Mgmt For For For Reserves Through Capital Contributions Reserve Subaccount
3 Approve Discharge of Board of Directors Mgmt For For For
4.1 Ratify PricewaterhouseCoopers AG (Zurich) as Mgmt For For For Statutory Auditor
4.2 Ratify PricewaterhouseCoopers LLP (United Mgmt For For For States) as Independent Registered Accounting Firm
4.3 Ratify BDO AG (Zurich) as Special Audit Firm Mgmt For For For
5.1 Elect Director Evan G. Greenberg Mgmt For For For
5.2 Elect Director Michael G. Atieh Mgmt For For For
5.3 Elect Director Sheila P. Burke Mgmt For For For
5.4 Elect Director James I. Cash Mgmt For For For
5.5 Elect Director Mary Cirillo Mgmt For For For
5.6 Elect Director Michael P. Connors Mgmt For For For
5.7 Elect Director John A. Edwardson Mgmt For For For
5.8 Elect Director Robert J. Hugin Mgmt For For For
5.9 Elect Director Robert W. Scully Mgmt For For For
5.10 Elect Director Eugene B. Shanks, Jr. Mgmt For For For
5.11 Elect Director Theodore E. Shasta Mgmt For For For
5.12 Elect Director David H. Sidwell Mgmt For For For
5.13 Elect Director Olivier Steimer Mgmt For For For
5.14 Elect Director Frances F. Townsend Mgmt For For For
6 Elect Evan G. Greenberg as Board Chairman Mgmt For Against Against
7.1 Elect Michael P. Connors as Member of the Mgmt For For For Compensation Committee
7.2 Elect Mary Cirillo as Member of the Mgmt For For For Compensation Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chubb Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.3 Elect John A. Edwardson as Member of the Mgmt For For For Compensation Committee
7.4 Elect Frances F. Townsend as Member of the Mgmt For For For Compensation Committee
8 Designate Homburger AG as Independent Mgmt For For For Proxy
9 Issue Shares Without Preemptive Rights Mgmt For For For
10 Approve CHF 52,613,190.00 Reduction in Mgmt For For For Share Capital via Cancellation in Nominal Value of CHF 24.15 each
11.1 Approve the Maximum Aggregate Mgmt For For For Remuneration of Directors
11.2 Approve Remuneration of Executive Mgmt For For For Management in the Amount of USD 46 Million for Fiscal 2021
12 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
13 Transact Other Business (Voting) Mgmt For Against Against
Shares Voted: 574,749
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2.1 Allocate Disposable Profit Mgmt For For For
2.2 Approve Dividend Distribution From Legal Mgmt For For For Reserves Through Capital Contributions Reserve Subaccount
3 Approve Discharge of Board of Directors Mgmt For For For
4.1 Ratify PricewaterhouseCoopers AG (Zurich) as Mgmt For For For Statutory Auditor
4.2 Ratify PricewaterhouseCoopers LLP (United Mgmt For For For States) as Independent Registered Accounting Firm
4.3 Ratify BDO AG (Zurich) as Special Audit Firm Mgmt For For For
5.1 Elect Director Evan G. Greenberg Mgmt For For For
5.2 Elect Director Michael G. Atieh Mgmt For For For
5.3 Elect Director Sheila P. Burke Mgmt For For For
5.4 Elect Director James I. Cash Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chubb Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.5 Elect Director Mary Cirillo Mgmt For For For
5.6 Elect Director Michael P. Connors Mgmt For For For
5.7 Elect Director John A. Edwardson Mgmt For For For
5.8 Elect Director Robert J. Hugin Mgmt For For For
5.9 Elect Director Robert W. Scully Mgmt For For For
5.10 Elect Director Eugene B. Shanks, Jr. Mgmt For For For
5.11 Elect Director Theodore E. Shasta Mgmt For For For
5.12 Elect Director David H. Sidwell Mgmt For For For
5.13 Elect Director Olivier Steimer Mgmt For For For
5.14 Elect Director Frances F. Townsend Mgmt For For For
6 Elect Evan G. Greenberg as Board Chairman Mgmt For Against Against
7.1 Elect Michael P. Connors as Member of the Mgmt For For For Compensation Committee
7.2 Elect Mary Cirillo as Member of the Mgmt For For For Compensation Committee
7.3 Elect John A. Edwardson as Member of the Mgmt For For For Compensation Committee
7.4 Elect Frances F. Townsend as Member of the Mgmt For For For Compensation Committee
8 Designate Homburger AG as Independent Mgmt For For For Proxy
9 Issue Shares Without Preemptive Rights Mgmt For For For
10 Approve CHF 52,613,190.00 Reduction in Mgmt For For For Share Capital via Cancellation in Nominal Value of CHF 24.15 each
11.1 Approve the Maximum Aggregate Mgmt For For For Remuneration of Directors
11.2 Approve Remuneration of Executive Mgmt For For For Management in the Amount of USD 46 Million for Fiscal 2021
12 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
13 Transact Other Business (Voting) Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Equitrans Midstream Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 294600101 Record Date: 03/12/2020 Meeting Type: Annual Ticker: ETRN
Shares Voted: 13
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Vicky A. Bailey Mgmt For For For
1.2 Elect Director Sarah M. Barpoulis Mgmt For For For
1.3 Elect Director Kenneth M. Burke Mgmt For For For
1.4 Elect Director Patricia K. Collawn Mgmt For For For
1.5 Elect Director Margaret K. Dorman Mgmt For For For
1.6 Elect Director Thomas F. Karam Mgmt For For For
1.7 Elect Director D. Mark Leland Mgmt For For For
1.8 Elect Director Norman J. Szydlowski Mgmt For For For
1.9 Elect Director Robert F. Vagt Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Euronav NV
Meeting Date: 05/20/2020 Country: Belgium Primary Security ID: B38564108 Record Date: 05/06/2020 Meeting Type: Annual Ticker: EURN
Shares Voted: 38,663
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Directors' and Auditors' Reports Mgmt (Non-Voting)
2 Approve Remuneration Report Mgmt For Against Against
3 Adopt Financial Statements Mgmt For For For
4 Approve Allocation of Income and Dividends Mgmt For For For of USD 0.35 per Share
5.1 Approve Discharge of Members of the Mgmt For For For Management and Supervisory Board Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronav NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5.2 Approve Discharge of Auditor Mgmt For For For
6 Reelect Grace Reksten Skaugen as Mgmt For For For Independent Member of the Supervisory Board
7 Approve Remuneration of Members of the Mgmt For For For Supervisory Board
8 Ratify KPMG as Auditor Mgmt For For For
9 Approve Auditors' Remuneration Mgmt For For For
10 Approve Change-of-Control Clause Re: Long Mgmt For Against Against Term Incentive Plans
11 Transact Other Business Mgmt
11.1 Receive Information on Resignation of Patrick Mgmt Rodgers and Steven Smith as Directors
Shares Voted: 77,168
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Directors' and Auditors' Reports Mgmt (Non-Voting)
2 Approve Remuneration Report Mgmt For Against Against
3 Adopt Financial Statements Mgmt For For For
4 Approve Allocation of Income and Dividends Mgmt For For For of USD 0.35 per Share
5.1 Approve Discharge of Members of the Mgmt For For For Management and Supervisory Board
5.2 Approve Discharge of Auditor Mgmt For For For
6 Reelect Grace Reksten Skaugen as Mgmt For For For Independent Member of the Supervisory Board
7 Approve Remuneration of Members of the Mgmt For For For Supervisory Board
8 Ratify KPMG as Auditor Mgmt For For For
9 Approve Auditors' Remuneration Mgmt For For For
10 Approve Change-of-Control Clause Re: Long Mgmt For Against Against Term Incentive Plans
11 Transact Other Business Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronav NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11.1 Receive Information on Resignation of Patrick Mgmt Rodgers and Steven Smith as Directors
Euronav NV
Meeting Date: 05/20/2020 Country: Belgium Primary Security ID: B38564108 Record Date: 05/06/2020 Meeting Type: Special Ticker: EURN
Shares Voted: 38,663
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
2 Authorize Implementation of Approved Mgmt For For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Shares Voted: 77,168
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
2 Authorize Implementation of Approved Mgmt For For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Euronav NV
Meeting Date: 05/20/2020 Country: Belgium Primary Security ID: B38564108 Record Date: 05/06/2020 Meeting Type: Annual/Special Ticker: EURN
Shares Voted: 51,445
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
This is a Duplicate Meeting for Ballots Mgmt Received via Broadridge Distribution System Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronav NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Directors' and Auditors' Reports Mgmt (Non-Voting)
2 Approve Remuneration Report Mgmt For Against Against
3 Adopt Financial Statements Mgmt For For For
4 Approve Allocation of Income and Dividends Mgmt For For For of USD 0.35 per Share
5.1 Approve Discharge of Members of the Mgmt For For For Management and Supervisory Board
5.2 Approve Discharge of Auditor Mgmt For For For
6 Reelect Grace Reksten Skaugen as Mgmt For For For Independent Member of the Supervisory Board
7 Approve Remuneration of Members of the Mgmt For For For Supervisory Board
8 Ratify KPMG as Auditor Mgmt For For For
9 Approve Auditors' Remuneration Mgmt For For For
10 Approve Change-of-Control Clause Re: Long Mgmt For Against Against Term Incentive Plans
11 Transact Other Business Mgmt
11.1 Receive Information on Resignation of Patrick Mgmt Rodgers and Steven Smith as Directors
Special Meeting Agenda Mgmt
1 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
2 Authorize Implementation of Approved Mgmt For For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Shares Voted: 20,183
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
This is a Duplicate Meeting for Ballots Mgmt Received via Broadridge Distribution System
Annual Meeting Agenda Mgmt
1 Receive Directors' and Auditors' Reports Mgmt (Non-Voting)
2 Approve Remuneration Report Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronav NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Adopt Financial Statements Mgmt For For For
4 Approve Allocation of Income and Dividends Mgmt For For For of USD 0.35 per Share
5.1 Approve Discharge of Members of the Mgmt For For For Management and Supervisory Board
5.2 Approve Discharge of Auditor Mgmt For For For
6 Reelect Grace Reksten Skaugen as Mgmt For For For Independent Member of the Supervisory Board
7 Approve Remuneration of Members of the Mgmt For For For Supervisory Board
8 Ratify KPMG as Auditor Mgmt For For For
9 Approve Auditors' Remuneration Mgmt For For For
10 Approve Change-of-Control Clause Re: Long Mgmt For Against Against Term Incentive Plans
11 Transact Other Business Mgmt
11.1 Receive Information on Resignation of Patrick Mgmt Rodgers and Steven Smith as Directors
Special Meeting Agenda Mgmt
1 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
2 Authorize Implementation of Approved Mgmt For For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
First Midwest Bancorp, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 320867104 Record Date: 03/27/2020 Meeting Type: Annual Ticker: FMBI
Shares Voted: 801,691
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Barbara A. Boigegrain Mgmt For For For
1.2 Elect Director Thomas L. Brown Mgmt For For For
1.3 Elect Director Phupinder S. Gill Mgmt For For For
1.4 Elect Director Kathryn J. Hayley Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
First Midwest Bancorp, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Peter J. Henseler Mgmt For For For
1.6 Elect Director Frank B. Modruson Mgmt For For For
1.7 Elect Director Ellen A. Rudnick Mgmt For For For
1.8 Elect Director Mark G. Sander Mgmt For For For
1.9 Elect Director Michael L. Scudder Mgmt For For For
1.10 Elect Director Michael J. Small Mgmt For For For
1.11 Elect Director Stephen C. Van Arsdell Mgmt For For For
1.12 Elect Director J. Stephen Vanderwoude Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Shares Voted: 116,456
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Barbara A. Boigegrain Mgmt For For For
1.2 Elect Director Thomas L. Brown Mgmt For For For
1.3 Elect Director Phupinder S. Gill Mgmt For For For
1.4 Elect Director Kathryn J. Hayley Mgmt For For For
1.5 Elect Director Peter J. Henseler Mgmt For For For
1.6 Elect Director Frank B. Modruson Mgmt For For For
1.7 Elect Director Ellen A. Rudnick Mgmt For For For
1.8 Elect Director Mark G. Sander Mgmt For For For
1.9 Elect Director Michael L. Scudder Mgmt For For For
1.10 Elect Director Michael J. Small Mgmt For For For
1.11 Elect Director Stephen C. Van Arsdell Mgmt For For For
1.12 Elect Director J. Stephen Vanderwoude Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Foot Locker, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 344849104 Record Date: 03/23/2020 Meeting Type: Annual Ticker: FL
Shares Voted: 4,241,794
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Maxine Clark Mgmt For For For
1B Elect Director Alan D. Feldman Mgmt For For For
1C Elect Director Richard A. Johnson Mgmt For For For
1D Elect Director Guillermo G. Marmol Mgmt For For For
1E Elect Director Matthew M. McKenna Mgmt For For For
1F Elect Director Darlene Nicosia Mgmt For For For
1G Elect Director Steven Oakland Mgmt For For For
1H Elect Director Ulice Payne, Jr. Mgmt For For For
1I Elect Director Kimberly Underhill Mgmt For For For
1J Elect Director Tristan Walker Mgmt For For For
1K Elect Director Dona D. Young Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditor Mgmt For For For
Shares Voted: 1,959,348
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Maxine Clark Mgmt For For For
1B Elect Director Alan D. Feldman Mgmt For For For
1C Elect Director Richard A. Johnson Mgmt For For For
1D Elect Director Guillermo G. Marmol Mgmt For For For
1E Elect Director Matthew M. McKenna Mgmt For For For
1F Elect Director Darlene Nicosia Mgmt For For For
1G Elect Director Steven Oakland Mgmt For For For
1H Elect Director Ulice Payne, Jr. Mgmt For For For
1I Elect Director Kimberly Underhill Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Foot Locker, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1J Elect Director Tristan Walker Mgmt For For For
1K Elect Director Dona D. Young Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditor Mgmt For For For
Graphic Packaging Holding Company
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 388689101 Record Date: 03/26/2020 Meeting Type: Annual Ticker: GPK
Shares Voted: 6,284,539
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael P. Doss Mgmt For For For
1.2 Elect Director Dean A. Scarborough Mgmt For For For
1.3 Elect Director Larry M. Venturelli Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 4,079,657
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael P. Doss Mgmt For For For
1.2 Elect Director Dean A. Scarborough Mgmt For For For
1.3 Elect Director Larry M. Venturelli Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Insight Enterprises, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 45765U103 Record Date: 03/30/2020 Meeting Type: Annual Ticker: NSIT
Shares Voted: 793,149
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard E. Allen Mgmt For For For
1.2 Elect Director Bruce W. Armstrong Mgmt For For For
1.3 Elect Director Linda Breard Mgmt For For For
1.4 Elect Director Timothy A. Crown Mgmt For For For
1.5 Elect Director Catherine Courage Mgmt For For For
1.6 Elect Director Anthony A. Ibarguen Mgmt For For For
1.7 Elect Director Kenneth T. Lamneck Mgmt For For For
1.8 Elect Director Kathleen S. Pushor Mgmt For For For
1.9 Elect Director Girish Rishi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 105,770
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard E. Allen Mgmt For For For
1.2 Elect Director Bruce W. Armstrong Mgmt For For For
1.3 Elect Director Linda Breard Mgmt For For For
1.4 Elect Director Timothy A. Crown Mgmt For For For
1.5 Elect Director Catherine Courage Mgmt For For For
1.6 Elect Director Anthony A. Ibarguen Mgmt For For For
1.7 Elect Director Kenneth T. Lamneck Mgmt For For For
1.8 Elect Director Kathleen S. Pushor Mgmt For For For
1.9 Elect Director Girish Rishi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Insight Enterprises, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
Leonardo SpA
Meeting Date: 05/20/2020 Country: Italy Primary Security ID: T6S996112 Record Date: 05/04/2020 Meeting Type: Annual Ticker: LDO
Shares Voted: 2,269,270
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports of Sistemi Dinamici SpA
2 Approve Financial Statements, Statutory Mgmt For For For Reports, and Allocation of Income of Leonardo SpA
3 Fix Number of Directors Mgmt For For For
4 Fix Board Terms for Directors Mgmt For For For
Appoint Directors (Slate Election) - Choose Mgmt One of the Following Slates
5.1 Slate 1 Submitted by Ministry of Economy and SH None Against Against Finance
5.2 Slate 2 Submitted by Institutional Investors SH None For For (Assogestioni)
Shareholder Proposal Submitted by Ministry Mgmt of Economy and Finance
6 Elect Luciano Carta as Board Chair SH None For For
Management Proposals Mgmt
7 Approve Remuneration of Directors Mgmt For Against Against
8 Approve Remuneration Policy Mgmt For For For
9 Approve Second Section of the Remuneration Mgmt For Against Against Report
10 Approve Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Leonardo SpA
Shares Voted: 1,951,386
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports of Sistemi Dinamici SpA
2 Approve Financial Statements, Statutory Mgmt For For For Reports, and Allocation of Income of Leonardo SpA
3 Fix Number of Directors Mgmt For For For
4 Fix Board Terms for Directors Mgmt For For For
Appoint Directors (Slate Election) - Choose Mgmt One of the Following Slates
5.1 Slate 1 Submitted by Ministry of Economy and SH None Against Against Finance
5.2 Slate 2 Submitted by Institutional Investors SH None For For (Assogestioni)
Shareholder Proposal Submitted by Ministry Mgmt of Economy and Finance
6 Elect Luciano Carta as Board Chair SH None For For
Management Proposals Mgmt
7 Approve Remuneration of Directors Mgmt For Against Against
8 Approve Remuneration Policy Mgmt For For For
9 Approve Second Section of the Remuneration Mgmt For Against Against Report
10 Approve Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration
Navient Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 63938C108 Record Date: 03/23/2020 Meeting Type: Annual Ticker: NAVI
Shares Voted: 3,849,009
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Frederick Arnold Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Navient Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Anna Escobedo Cabral Mgmt For For For
1c Elect Director Larry A. Klane Mgmt For For For
1d Elect Director Katherine A. Lehman Mgmt For For For
1e Elect Director Linda A. Mills Mgmt For For For
1f Elect Director John (Jack) F. Remondi Mgmt For For For
1g Elect Director Jane J. Thompson Mgmt For For For
1h Elect Director Laura S. Unger Mgmt For For For
1i Elect Director David L Yowan Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 811,025
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Frederick Arnold Mgmt For For For
1b Elect Director Anna Escobedo Cabral Mgmt For For For
1c Elect Director Larry A. Klane Mgmt For For For
1d Elect Director Katherine A. Lehman Mgmt For For For
1e Elect Director Linda A. Mills Mgmt For For For
1f Elect Director John (Jack) F. Remondi Mgmt For For For
1g Elect Director Jane J. Thompson Mgmt For For For
1h Elect Director Laura S. Unger Mgmt For For For
1i Elect Director David L Yowan Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NN, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 629337106 Record Date: 03/24/2020 Meeting Type: Annual Ticker: NNBR
Shares Voted: 140,702
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Raynard D. Benvenuti Mgmt For For For
1.2 Elect Director Christina E. Carroll Mgmt For For For
1.3 Elect Director David K. Floyd Mgmt For For For
1.4 Elect Director Jeri J. Harman Mgmt For For For
1.5 Elect Director Steven T. Warshaw Mgmt For Withhold Withhold
1.6 Elect Director Thomas H. Wilson, Jr. Mgmt For For For
2 Approve Issuance of Shares for a Private Mgmt For For For Placement
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 235,158
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Raynard D. Benvenuti Mgmt For For For
1.2 Elect Director Christina E. Carroll Mgmt For For For
1.3 Elect Director David K. Floyd Mgmt For For For
1.4 Elect Director Jeri J. Harman Mgmt For For For
1.5 Elect Director Steven T. Warshaw Mgmt For Withhold Withhold
1.6 Elect Director Thomas H. Wilson, Jr. Mgmt For For For
2 Approve Issuance of Shares for a Private Mgmt For For For Placement
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Northrop Grumman Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 666807102 Record Date: 03/24/2020 Meeting Type: Annual Ticker: NOC
Shares Voted: 445,834
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kathy J. Warden Mgmt For For For
1.2 Elect Director Marianne C. Brown Mgmt For For For
1.3 Elect Director Donald E. Felsinger Mgmt For For For
1.4 Elect Director Ann M. Fudge Mgmt For For For
1.5 Elect Director Bruce S. Gordon Mgmt For For For
1.6 Elect Director William H. Hernandez Mgmt For For For
1.7 Elect Director Madeleine A. Kleiner Mgmt For For For
1.8 Elect Director Karl J. Krapek Mgmt For For For
1.9 Elect Director Gary Roughead Mgmt For For For
1.10 Elect Director Thomas M. Schoewe Mgmt For For For
1.11 Elect Director James S. Turley Mgmt For For For
1.12 Elect Director Mark A. Welsh, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Human Rights Impact Assessment SH Against Refer Against
5 Reduce Ownership Threshold for SH Against For For Shareholders to Request Action by Written Consent
Shares Voted: 61,323
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kathy J. Warden Mgmt For For For
1.2 Elect Director Marianne C. Brown Mgmt For For For
1.3 Elect Director Donald E. Felsinger Mgmt For For For
1.4 Elect Director Ann M. Fudge Mgmt For For For
1.5 Elect Director Bruce S. Gordon Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Northrop Grumman Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director William H. Hernandez Mgmt For For For
1.7 Elect Director Madeleine A. Kleiner Mgmt For For For
1.8 Elect Director Karl J. Krapek Mgmt For For For
1.9 Elect Director Gary Roughead Mgmt For For For
1.10 Elect Director Thomas M. Schoewe Mgmt For For For
1.11 Elect Director James S. Turley Mgmt For For For
1.12 Elect Director Mark A. Welsh, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Human Rights Impact Assessment SH Against Refer Against
5 Reduce Ownership Threshold for SH Against For For Shareholders to Request Action by Written Consent
ON Semiconductor Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 682189105 Record Date: 03/23/2020 Meeting Type: Annual Ticker: ON
Shares Voted: 2,367,879
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Atsushi Abe Mgmt For For For
1b Elect Director Alan Campbell Mgmt For Against Against
1c Elect Director Gilles Delfassy Mgmt For For For
1d Elect Director Emmanuel T. Hernandez Mgmt For Against Against
1e Elect Director Keith D. Jackson Mgmt For For For
1f Elect Director Paul A. Mascarenas Mgmt For Against Against
1g Elect Director Christine Y. Yan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ON Semiconductor Corporation
Shares Voted: 3,276,865
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Atsushi Abe Mgmt For For For
1b Elect Director Alan Campbell Mgmt For Against Against
1c Elect Director Gilles Delfassy Mgmt For For For
1d Elect Director Emmanuel T. Hernandez Mgmt For Against Against
1e Elect Director Keith D. Jackson Mgmt For For For
1f Elect Director Paul A. Mascarenas Mgmt For Against Against
1g Elect Director Christine Y. Yan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Perficient, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 71375U101 Record Date: 03/23/2020 Meeting Type: Annual Ticker: PRFT
Shares Voted: 18,925
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey S. Davis Mgmt For For For
1b Elect Director Ralph C. Derrickson Mgmt For Against Against
1c Elect Director James R. Kackley Mgmt For Against Against
1d Elect Director David S. Lundeen Mgmt For For For
1e Elect Director Brian L. Matthews Mgmt For Against Against
1f Elect Director Gary M. Wimberly Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Perficient, Inc.
Shares Voted: 21,706
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey S. Davis Mgmt For For For
1b Elect Director Ralph C. Derrickson Mgmt For Against Against
1c Elect Director James R. Kackley Mgmt For Against Against
1d Elect Director David S. Lundeen Mgmt For For For
1e Elect Director Brian L. Matthews Mgmt For Against Against
1f Elect Director Gary M. Wimberly Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
ProAssurance Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 74267C106 Record Date: 03/27/2020 Meeting Type: Annual Ticker: PRA
Shares Voted: 301,461
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1.2 Elect Director Robert E. Flowers Mgmt For For For
1.3 Elect Director Edward L. Rand, Jr. Mgmt For For For
1.4 Elect Director Katisha T. Vance Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 81,053
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1.2 Elect Director Robert E. Flowers Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ProAssurance Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Edward L. Rand, Jr. Mgmt For For For
1.4 Elect Director Katisha T. Vance Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Reinsurance Group of America, Incorporated
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 759351604 Record Date: 03/17/2020 Meeting Type: Annual Ticker: RGA
Shares Voted: 539,786
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pina Albo Mgmt For For For
1b Elect Director Christine R. Detrick Mgmt For For For
1c Elect Director J. Cliff Eason Mgmt For For For
1d Elect Director John J. Gauthier Mgmt For For For
1e Elect Director Anna Manning Mgmt For For For
1f Elect Director Hazel M. McNeilage Mgmt For For For
1g Elect Director Steven C. Van Wyk Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Articles of Incorporation to Allow Mgmt For For For Special Meetings be Called from Time to Time and to Remove Certain Provisions
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,361,125
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pina Albo Mgmt For For For
1b Elect Director Christine R. Detrick Mgmt For For For
1c Elect Director J. Cliff Eason Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Reinsurance Group of America, Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director John J. Gauthier Mgmt For For For
1e Elect Director Anna Manning Mgmt For For For
1f Elect Director Hazel M. McNeilage Mgmt For For For
1g Elect Director Steven C. Van Wyk Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Articles of Incorporation to Allow Mgmt For For For Special Meetings be Called from Time to Time and to Remove Certain Provisions
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Robert Half International Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 770323103 Record Date: 03/27/2020 Meeting Type: Annual Ticker: RHI
Shares Voted: 938,049
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Julia L. Coronado Mgmt For For For
1.2 Elect Director Dirk A. Kempthorne Mgmt For For For
1.3 Elect Director Harold M. Messmer, Jr. Mgmt For For For
1.4 Elect Director Marc H. Morial Mgmt For For For
1.5 Elect Director Barbara J. Novogradac Mgmt For For For
1.6 Elect Director Robert J. Pace Mgmt For For For
1.7 Elect Director Frederick A. Richman Mgmt For For For
1.8 Elect Director M. Keith Waddell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Shares Voted: 1,024,923
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Robert Half International Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Julia L. Coronado Mgmt For For For
1.2 Elect Director Dirk A. Kempthorne Mgmt For For For
1.3 Elect Director Harold M. Messmer, Jr. Mgmt For For For
1.4 Elect Director Marc H. Morial Mgmt For For For
1.5 Elect Director Barbara J. Novogradac Mgmt For For For
1.6 Elect Director Robert J. Pace Mgmt For For For
1.7 Elect Director Frederick A. Richman Mgmt For For For
1.8 Elect Director M. Keith Waddell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Ross Stores, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 778296103 Record Date: 03/24/2020 Meeting Type: Annual Ticker: ROST
Shares Voted: 157,863
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael Balmuth Mgmt For For For
1b Elect Director K. Gunnar Bjorklund Mgmt For For For
1c Elect Director Michael J. Bush Mgmt For For For
1d Elect Director Norman A. Ferber Mgmt For For For
1e Elect Director Sharon D. Garrett Mgmt For For For
1f Elect Director Stephen D. Milligan Mgmt For For For
1g Elect Director Patricia H. Mueller Mgmt For For For
1h Elect Director George P. Orban Mgmt For For For
1i Elect Director Gregory L. Quesnel Mgmt For For For
1j Elect Director Larree M. Renda Mgmt For For For
1k Elect Director Barbara Rentler Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ross Stores, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 514,818
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael Balmuth Mgmt For For For
1b Elect Director K. Gunnar Bjorklund Mgmt For For For
1c Elect Director Michael J. Bush Mgmt For For For
1d Elect Director Norman A. Ferber Mgmt For For For
1e Elect Director Sharon D. Garrett Mgmt For For For
1f Elect Director Stephen D. Milligan Mgmt For For For
1g Elect Director Patricia H. Mueller Mgmt For For For
1h Elect Director George P. Orban Mgmt For For For
1i Elect Director Gregory L. Quesnel Mgmt For For For
1j Elect Director Larree M. Renda Mgmt For For For
1k Elect Director Barbara Rentler Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
SAP SE
Meeting Date: 05/20/2020 Country: Germany Primary Security ID: D66992104 Record Date: 04/21/2020 Meeting Type: Annual Ticker: SAP
Shares Voted: 849
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.58 per Share Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SAP SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify KPMG AG as Auditors for Fiscal 2020 Mgmt For For For
6a Approve Creation of EUR 250 Million Pool of Mgmt For For For Capital with Preemptive Rights
6b Approve Creation of EUR 250 Million Pool of Mgmt For For For Capital with Partial Exclusion of Preemptive Rights
7 Approve Remuneration Policy for the Mgmt For For For Management Board
8 Approve Remuneration Policy for the Mgmt For For For Supervisory Board
SAP SE
Meeting Date: 05/20/2020 Country: Germany Primary Security ID: D66992104 Record Date: 05/07/2020 Meeting Type: Annual Ticker: SAP
Shares Voted: 87,467
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.58 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify KPMG AG as Auditors for Fiscal 2020 Mgmt For For For
6.1 Approve Creation of EUR 250 Million Pool of Mgmt For For For Capital with Preemptive Rights
6.2 Approve Creation of EUR 250 Million Pool of Mgmt For For For Capital with Partial Exclusion of Preemptive Rights
7 Approve Remuneration Policy for the Mgmt For For For Management Board
8 Approve Remuneration Policy for the Mgmt For For For Supervisory Board Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SAP SE
Shares Voted: 85,114
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.58 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify KPMG AG as Auditors for Fiscal 2020 Mgmt For For For
6.1 Approve Creation of EUR 250 Million Pool of Mgmt For For For Capital with Preemptive Rights
6.2 Approve Creation of EUR 250 Million Pool of Mgmt For For For Capital with Partial Exclusion of Preemptive Rights
7 Approve Remuneration Policy for the Mgmt For For For Management Board
8 Approve Remuneration Policy for the Mgmt For For For Supervisory Board
State Street Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 857477103 Record Date: 03/11/2020 Meeting Type: Annual Ticker: STT
Shares Voted: 435,071
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick de Saint-Aignan Mgmt For For For
1b Elect Director Marie A. Chandoha Mgmt For For For
1c Elect Director Lynn A. Dugle Mgmt For For For
1d Elect Director Amelia C. Fawcett Mgmt For For For
1e Elect Director William C. Freda Mgmt For For For
1f Elect Director Sara Mathew Mgmt For For For
1g Elect Director William L. Meaney Mgmt For For For
1h Elect Director Ronald P. O'Hanley Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
State Street Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Sean O'Sullivan Mgmt For For For
1j Elect Director Richard P. Sergel Mgmt For For For
1k Elect Director Gregory L. Summe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 806,354
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick de Saint-Aignan Mgmt For For For
1b Elect Director Marie A. Chandoha Mgmt For For For
1c Elect Director Lynn A. Dugle Mgmt For For For
1d Elect Director Amelia C. Fawcett Mgmt For For For
1e Elect Director William C. Freda Mgmt For For For
1f Elect Director Sara Mathew Mgmt For For For
1g Elect Director William L. Meaney Mgmt For For For
1h Elect Director Ronald P. O'Hanley Mgmt For For For
1i Elect Director Sean O'Sullivan Mgmt For For For
1j Elect Director Richard P. Sergel Mgmt For For For
1k Elect Director Gregory L. Summe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Tutor Perini Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 901109108 Record Date: 03/23/2020 Meeting Type: Annual Ticker: TPC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tutor Perini Corporation
Shares Voted: 22,788
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ronald N. Tutor Mgmt For Withhold Withhold
1.2 Elect Director Peter Arkley Mgmt For Withhold Withhold
1.3 Elect Director Sidney J. Feltenstein Mgmt For Withhold Withhold
1.4 Elect Director James A. Frost Mgmt For Withhold Withhold
1.5 Elect Director Michael F. Horodniceanu Mgmt For Withhold Withhold
1.6 Elect Director Michael R. Klein Mgmt For Withhold Withhold
1.7 Elect Director Robert C. Lieber Mgmt For Withhold Withhold
1.8 Elect Director Dennis D. Oklak Mgmt For Withhold Withhold
1.9 Elect Director Raymond R. Oneglia Mgmt For Withhold Withhold
1.10 Elect Director Dale Anne Reiss Mgmt For Withhold Withhold
1.11 Elect Director Dickran M. Tevrizian, Jr. Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Increase Authorized Common Stock Mgmt For For For
Shares Voted: 17,418
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ronald N. Tutor Mgmt For Withhold Withhold
1.2 Elect Director Peter Arkley Mgmt For Withhold Withhold
1.3 Elect Director Sidney J. Feltenstein Mgmt For Withhold Withhold
1.4 Elect Director James A. Frost Mgmt For Withhold Withhold
1.5 Elect Director Michael F. Horodniceanu Mgmt For Withhold Withhold
1.6 Elect Director Michael R. Klein Mgmt For Withhold Withhold
1.7 Elect Director Robert C. Lieber Mgmt For Withhold Withhold
1.8 Elect Director Dennis D. Oklak Mgmt For Withhold Withhold
1.9 Elect Director Raymond R. Oneglia Mgmt For Withhold Withhold
1.10 Elect Director Dale Anne Reiss Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tutor Perini Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director Dickran M. Tevrizian, Jr. Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Increase Authorized Common Stock Mgmt For For For
Universal Health Services, Inc.
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 913903100 Record Date: 03/24/2020 Meeting Type: Annual Ticker: UHS
Shares Voted: 984,485
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Lawrence S. Gibbs Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 927,936
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Lawrence S. Gibbs Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Alpek SAB de CV
Meeting Date: 05/21/2020 Country: Mexico Primary Security ID: P01703100 Record Date: 05/08/2020 Meeting Type: Special Ticker: ALPEKA Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alpek SAB de CV
Shares Voted: 281,353
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Amend or Revoke Resolutions Approved by Mgmt For For For AGM on Feb. 27, 2020 Re: Dividends
2 Appoint Legal Representatives Mgmt For For For
3 Approve Minutes of Meeting Mgmt For For For
Shares Voted: 186,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Amend or Revoke Resolutions Approved by Mgmt For For For AGM on Feb. 27, 2020 Re: Dividends
2 Appoint Legal Representatives Mgmt For For For
3 Approve Minutes of Meeting Mgmt For For For
Anthem, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 036752103 Record Date: 03/16/2020 Meeting Type: Annual Ticker: ANTM
Shares Voted: 1,682,962
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gail K. Boudreaux Mgmt For For For
1.2 Elect Director R. Kerry Clark Mgmt For For For
1.3 Elect Director Robert L. Dixon, Jr. Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Anthem, Inc.
Shares Voted: 299,007
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gail K. Boudreaux Mgmt For For For
1.2 Elect Director R. Kerry Clark Mgmt For For For
1.3 Elect Director Robert L. Dixon, Jr. Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Atlantic Capital Bancshares, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 048269203 Record Date: 03/19/2020 Meeting Type: Annual Ticker: ACBI
Shares Voted: 31,439
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Walter M. "Sonny" Deriso, Jr. Mgmt For Withhold Withhold
1.2 Elect Director Shantella E. "Shan" Cooper Mgmt For For For
1.3 Elect Director Henchy R. Enden Mgmt For For For
1.4 Elect Director James H. Graves Mgmt For For For
1.5 Elect Director Douglas J. Hertz Mgmt For For For
1.6 Elect Director Thomas "Tommy" M. Holder Mgmt For For For
1.7 Elect Director Lizanne Thomas Mgmt For For For
1.8 Elect Director Douglas L. Williams Mgmt For For For
1.9 Elect Director Marietta Edmunds Zakas Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Avast Plc
Meeting Date: 05/21/2020 Country: United Kingdom Primary Security ID: G0713S109 Record Date: 05/19/2020 Meeting Type: Annual Ticker: AVST Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Avast Plc
Shares Voted: 517,087
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Re-elect John Schwarz as Director Mgmt For For For
5 Re-elect Ondrej Vlcek as Director Mgmt For For For
6 Re-elect Philip Marshall as Director Mgmt For For For
7 Re-elect Pavel Baudis as Director Mgmt For For For
8 Re-elect Eduard Kucera as Director Mgmt For For For
9 Re-elect Warren Finegold as Director Mgmt For For For
10 Re-elect Maggie Chan Jones as Director Mgmt For For For
11 Re-elect Ulf Claesson as Director Mgmt For For For
12 Re-elect Erwin Gunst as Director Mgmt For For For
13 Re-elect Tamara Minick-Scokalo as Director Mgmt For For For
14 Re-elect Belinda Richards as Director Mgmt For Against Against
15 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
17 Authorise EU Political Donations and Mgmt For For For Expenditure
18 Authorise Issue of Equity Mgmt For Against Against
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
21 Authorise Market Purchase of Ordinary Shares Mgmt For For For
22 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 1,347,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Avast Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Re-elect John Schwarz as Director Mgmt For For For
5 Re-elect Ondrej Vlcek as Director Mgmt For For For
6 Re-elect Philip Marshall as Director Mgmt For For For
7 Re-elect Pavel Baudis as Director Mgmt For For For
8 Re-elect Eduard Kucera as Director Mgmt For For For
9 Re-elect Warren Finegold as Director Mgmt For For For
10 Re-elect Maggie Chan Jones as Director Mgmt For For For
11 Re-elect Ulf Claesson as Director Mgmt For For For
12 Re-elect Erwin Gunst as Director Mgmt For For For
13 Re-elect Tamara Minick-Scokalo as Director Mgmt For For For
14 Re-elect Belinda Richards as Director Mgmt For Against Against
15 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
17 Authorise EU Political Donations and Mgmt For For For Expenditure
18 Authorise Issue of Equity Mgmt For Against Against
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
21 Authorise Market Purchase of Ordinary Shares Mgmt For For For
22 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Belden Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 077454106 Record Date: 03/24/2020 Meeting Type: Annual Ticker: BDC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Belden Inc.
Shares Voted: 1,286,050
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David J. Aldrich Mgmt For For For
1b Elect Director Lance C. Balk Mgmt For For For
1c Elect Director Steven W. Berglund Mgmt For For For
1d Elect Director Diane D. Brink Mgmt For For For
1e Elect Director Judy L. Brown Mgmt For For For
1f Elect Director Bryan C. Cressey Mgmt For For For
1g Elect Director Jonathan C. Klein Mgmt For For For
1h Elect Director George E. Minnich Mgmt For For For
1i Elect Director John S. Stroup Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 191,234
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David J. Aldrich Mgmt For For For
1b Elect Director Lance C. Balk Mgmt For For For
1c Elect Director Steven W. Berglund Mgmt For For For
1d Elect Director Diane D. Brink Mgmt For For For
1e Elect Director Judy L. Brown Mgmt For For For
1f Elect Director Bryan C. Cressey Mgmt For For For
1g Elect Director Jonathan C. Klein Mgmt For For For
1h Elect Director George E. Minnich Mgmt For For For
1i Elect Director John S. Stroup Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CDW Corporation
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 12514G108 Record Date: 03/25/2020 Meeting Type: Annual Ticker: CDW
Shares Voted: 5,017
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Steven W. Alesio Mgmt For For For
1b Elect Director Barry K. Allen Mgmt For For For
1c Elect Director Lynda M. Clarizio Mgmt For For For
1d Elect Director Christine A. Leahy Mgmt For For For
1e Elect Director David W. Nelms Mgmt For For For
1f Elect Director Joseph R. Swedish Mgmt For For For
1g Elect Director Donna F. Zarcone Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Shares Voted: 110,057
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Steven W. Alesio Mgmt For For For
1b Elect Director Barry K. Allen Mgmt For For For
1c Elect Director Lynda M. Clarizio Mgmt For For For
1d Elect Director Christine A. Leahy Mgmt For For For
1e Elect Director David W. Nelms Mgmt For For For
1f Elect Director Joseph R. Swedish Mgmt For For For
1g Elect Director Donna F. Zarcone Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
CenterState Bank Corporation
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 15201P109 Record Date: 04/14/2020 Meeting Type: Special Ticker: CSFL Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CenterState Bank Corporation
Shares Voted: 718,353
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For Against Against
3 Adjourn Meeting Mgmt For For For
Shares Voted: 142,418
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For Against Against
3 Adjourn Meeting Mgmt For For For
Euronet Worldwide, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 298736109 Record Date: 03/24/2020 Meeting Type: Annual Ticker: EEFT
Shares Voted: 6,945
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Andrzej Olechowski Mgmt For Withhold Withhold
1.2 Elect Director Eriberto R. Scocimara Mgmt For Withhold Withhold
1.3 Elect Director Mark R. Callegari Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 7,965
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Andrzej Olechowski Mgmt For Withhold Withhold
1.2 Elect Director Eriberto R. Scocimara Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Euronet Worldwide, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Mark R. Callegari Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Flowers Foods, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 343498101 Record Date: 03/19/2020 Meeting Type: Annual Ticker: FLO
Shares Voted: 139
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director George E. Deese Mgmt For For For
1b Elect Director Rhonda Gass Mgmt For For For
1c Elect Director Benjamin H. Griswold, IV Mgmt For For For
1d Elect Director Margaret G. Lewis Mgmt For For For
1e Elect Director A. Ryals McMullian Mgmt For For For
1f Elect Director James T. Spear Mgmt For For For
1g Elect Director Melvin T. Stith Mgmt For For For
1h Elect Director C. Martin Wood, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
4 Reduce Supermajority Vote Requirement Mgmt For For For
Gentex Corporation
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 371901109 Record Date: 03/23/2020 Meeting Type: Annual Ticker: GNTX Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gentex Corporation
Shares Voted: 1,122,192
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Leslie Brown Mgmt For For For
1.2 Elect Director Steve Downing Mgmt For For For
1.3 Elect Director Gary Goode Mgmt For For For
1.4 Elect Director James Hollars Mgmt For For For
1.5 Elect Director John Mulder Mgmt For For For
1.6 Elect Director Richard Schaum Mgmt For For For
1.7 Elect Director Kathleen Starkoff Mgmt For For For
1.8 Elect Director Brian Walker Mgmt For For For
1.9 Elect Director James Wallace Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 2,881,857
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Leslie Brown Mgmt For For For
1.2 Elect Director Steve Downing Mgmt For For For
1.3 Elect Director Gary Goode Mgmt For For For
1.4 Elect Director James Hollars Mgmt For For For
1.5 Elect Director John Mulder Mgmt For For For
1.6 Elect Director Richard Schaum Mgmt For For For
1.7 Elect Director Kathleen Starkoff Mgmt For For For
1.8 Elect Director Brian Walker Mgmt For For For
1.9 Elect Director James Wallace Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Henry Schein, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 806407102 Record Date: 03/23/2020 Meeting Type: Annual Ticker: HSIC
Shares Voted: 209,699
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Barry J. Alperin Mgmt For For For
1b Elect Director Gerald A. Benjamin Mgmt For For For
1c Elect Director Stanley M. Bergman Mgmt For For For
1d Elect Director James P. Breslawski Mgmt For For For
1e Elect Director Paul Brons Mgmt For For For
1f Elect Director Shira Goodman Mgmt For For For
1g Elect Director Joseph L. Herring Mgmt For For For
1h Elect Director Kurt P. Kuehn Mgmt For For For
1i Elect Director Philip A. Laskawy Mgmt For For For
1j Elect Director Anne H. Margulies Mgmt For For For
1k Elect Director Mark E. Mlotek Mgmt For For For
1l Elect Director Steven Paladino Mgmt For For For
1m Elect Director Carol Raphael Mgmt For For For
1n Elect Director E. Dianne Rekow Mgmt For For For
1o Elect Director Bradley T. Sheares Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify BDO USA, LLP as Auditor Mgmt For For For
Shares Voted: 20,233
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Barry J. Alperin Mgmt For For For
1b Elect Director Gerald A. Benjamin Mgmt For For For
1c Elect Director Stanley M. Bergman Mgmt For For For
1d Elect Director James P. Breslawski Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Henry Schein, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Paul Brons Mgmt For For For
1f Elect Director Shira Goodman Mgmt For For For
1g Elect Director Joseph L. Herring Mgmt For For For
1h Elect Director Kurt P. Kuehn Mgmt For For For
1i Elect Director Philip A. Laskawy Mgmt For For For
1j Elect Director Anne H. Margulies Mgmt For For For
1k Elect Director Mark E. Mlotek Mgmt For For For
1l Elect Director Steven Paladino Mgmt For For For
1m Elect Director Carol Raphael Mgmt For For For
1n Elect Director E. Dianne Rekow Mgmt For For For
1o Elect Director Bradley T. Sheares Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify BDO USA, LLP as Auditor Mgmt For For For
HomeStreet, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 43785V102 Record Date: 04/17/2020 Meeting Type: Annual Ticker: HMST
Shares Voted: 25,813
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James R. Mitchell, Jr. Mgmt For For For
1b Elect Director Nancy D. Pellegrino Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 15,475
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HomeStreet, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James R. Mitchell, Jr. Mgmt For For For
1b Elect Director Nancy D. Pellegrino Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Invacare Corporation
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 461203101 Record Date: 03/23/2020 Meeting Type: Annual Ticker: IVC
Shares Voted: 25,807
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Susan H. Alexander Mgmt For For For
1.2 Elect Director Julie A. Beck Mgmt For For For
1.3 Elect Director Petra Danielsohn-Weil Mgmt For For For
1.4 Elect Director Diana S. Ferguson Mgmt For For For
1.5 Elect Director Marc M. Gibeley Mgmt For For For
1.6 Elect Director C. Martin Harris Mgmt For For For
1.7 Elect Director Matthew E. Monaghan Mgmt For For For
1.8 Elect Director Clifford D. Nastas Mgmt For For For
1.9 Elect Director Baiju R. Shah Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 19,978
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Susan H. Alexander Mgmt For For For
1.2 Elect Director Julie A. Beck Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Invacare Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Petra Danielsohn-Weil Mgmt For For For
1.4 Elect Director Diana S. Ferguson Mgmt For For For
1.5 Elect Director Marc M. Gibeley Mgmt For For For
1.6 Elect Director C. Martin Harris Mgmt For For For
1.7 Elect Director Matthew E. Monaghan Mgmt For For For
1.8 Elect Director Clifford D. Nastas Mgmt For For For
1.9 Elect Director Baiju R. Shah Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Kansas City Southern
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 485170302 Record Date: 03/23/2020 Meeting Type: Annual Ticker: KSU
Shares Voted: 1,383,415
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For For
1.2 Elect Director Lu M. Cordova Mgmt For For For
1.3 Elect Director Robert J. Druten Mgmt For For For
1.4 Elect Director Antonio O. Garza, Jr. Mgmt For For For
1.5 Elect Director David Garza-Santos Mgmt For For For
1.6 Elect Director Janet H. Kennedy Mgmt For For For
1.7 Elect Director Mitchell J. Krebs Mgmt For For For
1.8 Elect Director Henry J. Maier Mgmt For For For
1.9 Elect Director Thomas A. McDonnell Mgmt For For For
1.10 Elect Director Patrick J. Ottensmeyer Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kansas City Southern
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 1,208,584
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For For
1.2 Elect Director Lu M. Cordova Mgmt For For For
1.3 Elect Director Robert J. Druten Mgmt For For For
1.4 Elect Director Antonio O. Garza, Jr. Mgmt For For For
1.5 Elect Director David Garza-Santos Mgmt For For For
1.6 Elect Director Janet H. Kennedy Mgmt For For For
1.7 Elect Director Mitchell J. Krebs Mgmt For For For
1.8 Elect Director Henry J. Maier Mgmt For For For
1.9 Elect Director Thomas A. McDonnell Mgmt For For For
1.10 Elect Director Patrick J. Ottensmeyer Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
KeyCorp
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 493267108 Record Date: 03/27/2020 Meeting Type: Annual Ticker: KEY
Shares Voted: 6,874,303
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce D. Broussard Mgmt For For For
1.2 Elect Director Gary M. Crosby Mgmt For For For
1.3 Elect Director Alexander M. Cutler Mgmt For For For
1.4 Elect Director H. James Dallas Mgmt For For For
1.5 Elect Director Elizabeth R. Gile Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KeyCorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Ruth Ann M. Gillis Mgmt For For For
1.7 Elect Director Christopher M. Gorman Mgmt For For For
1.8 Elect Director Carlton L. Highsmith Mgmt For For For
1.9 Elect Director Richard J. Hipple Mgmt For For For
1.10 Elect Director Kristen L. Manos Mgmt For For For
1.11 Elect Director Barbara R. Snyder Mgmt For For For
1.12 Elect Director David K. Wilson Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Shares Voted: 11,418,639
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce D. Broussard Mgmt For For For
1.2 Elect Director Gary M. Crosby Mgmt For For For
1.3 Elect Director Alexander M. Cutler Mgmt For For For
1.4 Elect Director H. James Dallas Mgmt For For For
1.5 Elect Director Elizabeth R. Gile Mgmt For For For
1.6 Elect Director Ruth Ann M. Gillis Mgmt For For For
1.7 Elect Director Christopher M. Gorman Mgmt For For For
1.8 Elect Director Carlton L. Highsmith Mgmt For For For
1.9 Elect Director Richard J. Hipple Mgmt For For For
1.10 Elect Director Kristen L. Manos Mgmt For For For
1.11 Elect Director Barbara R. Snyder Mgmt For For For
1.12 Elect Director David K. Wilson Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LCI Industries
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 50189K103 Record Date: 03/27/2020 Meeting Type: Annual Ticker: LCII
Shares Voted: 379,034
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James F. Gero Mgmt For Against Against
1b Elect Director Frank J. Crespo Mgmt For Against Against
1c Elect Director Brendan J. Deely Mgmt For Against Against
1d Elect Director Ronald J. Fenech Mgmt For For For
1e Elect Director Tracy D. Graham Mgmt For For For
1f Elect Director Virginia L. Henkels Mgmt For For For
1g Elect Director Jason D. Lippert Mgmt For For For
1h Elect Director Kieran M. O'Sullivan Mgmt For Against Against
1i Elect Director David A. Reed Mgmt For For For
1j Elect Director John A. Sirpilla Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 60,096
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James F. Gero Mgmt For Against Against
1b Elect Director Frank J. Crespo Mgmt For Against Against
1c Elect Director Brendan J. Deely Mgmt For Against Against
1d Elect Director Ronald J. Fenech Mgmt For For For
1e Elect Director Tracy D. Graham Mgmt For For For
1f Elect Director Virginia L. Henkels Mgmt For For For
1g Elect Director Jason D. Lippert Mgmt For For For
1h Elect Director Kieran M. O'Sullivan Mgmt For Against Against
1i Elect Director David A. Reed Mgmt For For For
1j Elect Director John A. Sirpilla Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LCI Industries
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Lear Corporation
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 521865204 Record Date: 03/27/2020 Meeting Type: Annual Ticker: LEA
Shares Voted: 466,078
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas P. Capo Mgmt For For For
1b Elect Director Mei-Wei Cheng Mgmt For For For
1c Elect Director Jonathan F. Foster Mgmt For For For
1d Elect Director Mary Lou Jepsen Mgmt For For For
1e Elect Director Kathleen A. Ligocki Mgmt For For For
1f Elect Director Conrad L. Mallett, Jr. Mgmt For For For
1g Elect Director Raymond E. Scott Mgmt For For For
1h Elect Director Gregory C. Smith Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Human Rights Impact Assessment SH Against Against Against
Shares Voted: 447,352
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas P. Capo Mgmt For For For
1b Elect Director Mei-Wei Cheng Mgmt For For For
1c Elect Director Jonathan F. Foster Mgmt For For For
1d Elect Director Mary Lou Jepsen Mgmt For For For
1e Elect Director Kathleen A. Ligocki Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lear Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Conrad L. Mallett, Jr. Mgmt For For For
1g Elect Director Raymond E. Scott Mgmt For For For
1h Elect Director Gregory C. Smith Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Human Rights Impact Assessment SH Against Against Against
Marsh & McLennan Companies, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 571748102 Record Date: 03/23/2020 Meeting Type: Annual Ticker: MMC
Shares Voted: 1,115,614
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony K. Anderson Mgmt For For For
1b Elect Director Oscar Fanjul Mgmt For For For
1c Elect Director Daniel S. Glaser Mgmt For For For
1d Elect Director H. Edward Hanway Mgmt For For For
1e Elect Director Deborah C. Hopkins Mgmt For For For
1f Elect Director Tamara Ingram Mgmt For For For
1g Elect Director Jane H. Lute Mgmt For For For
1h Elect Director Steven A. Mills Mgmt For For For
1i Elect Director Bruce P. Nolop Mgmt For For For
1j Elect Director Marc D. Oken Mgmt For For For
1k Elect Director Morton O. Schapiro Mgmt For For For
1l Elect Director Lloyd M. Yates Mgmt For For For
1m Elect Director R. David Yost Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
4 Approve Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Marsh & McLennan Companies, Inc.
Shares Voted: 911,066
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony K. Anderson Mgmt For For For
1b Elect Director Oscar Fanjul Mgmt For For For
1c Elect Director Daniel S. Glaser Mgmt For For For
1d Elect Director H. Edward Hanway Mgmt For For For
1e Elect Director Deborah C. Hopkins Mgmt For For For
1f Elect Director Tamara Ingram Mgmt For For For
1g Elect Director Jane H. Lute Mgmt For For For
1h Elect Director Steven A. Mills Mgmt For For For
1i Elect Director Bruce P. Nolop Mgmt For For For
1j Elect Director Marc D. Oken Mgmt For For For
1k Elect Director Morton O. Schapiro Mgmt For For For
1l Elect Director Lloyd M. Yates Mgmt For For For
1m Elect Director R. David Yost Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
4 Approve Omnibus Stock Plan Mgmt For For For
Medical Properties Trust, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 58463J304 Record Date: 03/20/2020 Meeting Type: Annual Ticker: MPW
Shares Voted: 32,594
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward K. Aldag, Jr. Mgmt For For For
1.2 Elect Director G. Steven Dawson Mgmt For For For
1.3 Elect Director R. Steven Hamner Mgmt For For For
1.4 Elect Director Caterina A. Mozingo Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Medical Properties Trust, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Elizabeth N. Pitman Mgmt For For For
1.6 Elect Director C. Reynolds Thompson, III Mgmt For For For
1.7 Elect Director D. Paul Sparks, Jr. Mgmt For For For
1.8 Elect Director Michael G. Stewart Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 43,350
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward K. Aldag, Jr. Mgmt For For For
1.2 Elect Director G. Steven Dawson Mgmt For For For
1.3 Elect Director R. Steven Hamner Mgmt For For For
1.4 Elect Director Caterina A. Mozingo Mgmt For For For
1.5 Elect Director Elizabeth N. Pitman Mgmt For For For
1.6 Elect Director C. Reynolds Thompson, III Mgmt For For For
1.7 Elect Director D. Paul Sparks, Jr. Mgmt For For For
1.8 Elect Director Michael G. Stewart Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Merchants Bancorp
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 58844R108 Record Date: 04/01/2020 Meeting Type: Annual Ticker: MBIN
Shares Voted: 56,533
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael F. Petrie Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Merchants Bancorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Randall D. Rogers Mgmt For For For
1.3 Elect Director Michael J. Dunlap Mgmt For For For
1.4 Elect Director Scott A. Evans Mgmt For For For
1.5 Elect Director Sue Anne Gilroy Mgmt For Withhold Withhold
1.6 Elect Director Andrew A. Juster Mgmt For Withhold Withhold
1.7 Elect Director Patrick D. O'Brien Mgmt For Withhold Withhold
1.8 Elect Director Anne E. Sellers Mgmt For Withhold Withhold
1.9 Elect Director David N. Shane Mgmt For Withhold Withhold
2 Ratify BKD, LLP as Auditors Mgmt For For For
Shares Voted: 88,775
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael F. Petrie Mgmt For For For
1.2 Elect Director Randall D. Rogers Mgmt For For For
1.3 Elect Director Michael J. Dunlap Mgmt For For For
1.4 Elect Director Scott A. Evans Mgmt For For For
1.5 Elect Director Sue Anne Gilroy Mgmt For Withhold Withhold
1.6 Elect Director Andrew A. Juster Mgmt For Withhold Withhold
1.7 Elect Director Patrick D. O'Brien Mgmt For Withhold Withhold
1.8 Elect Director Anne E. Sellers Mgmt For Withhold Withhold
1.9 Elect Director David N. Shane Mgmt For Withhold Withhold
2 Ratify BKD, LLP as Auditors Mgmt For For For
Mohawk Industries, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 608190104 Record Date: 03/26/2020 Meeting Type: Annual Ticker: MHK Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mohawk Industries, Inc.
Shares Voted: 1,863,206
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Karen A. Smith Bogart Mgmt For Against Against
1.2 Elect Director Jeffrey S. Lorberbaum Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 1,208,901
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Karen A. Smith Bogart Mgmt For Against Against
1.2 Elect Director Jeffrey S. Lorberbaum Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Morgan Stanley
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 617446448 Record Date: 03/23/2020 Meeting Type: Annual Ticker: MS
Shares Voted: 27,432
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Elizabeth Corley Mgmt For For For
1b Elect Director Alistair Darling Mgmt For For For
1c Elect Director Thomas H. Glocer Mgmt For For For
1d Elect Director James P. Gorman Mgmt For For For
1e Elect Director Robert H. Herz Mgmt For For For
1f Elect Director Nobuyuki Hirano Mgmt For For For
1g Elect Director Stephen J. Luczo Mgmt For For For
1h Elect Director Jami Miscik Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Morgan Stanley
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Dennis M. Nally Mgmt For For For
1j Elect Director Takeshi Ogasawara Mgmt For For For
1k Elect Director Hutham S. Olayan Mgmt For For For
1l Elect Director Mary L. Schapiro Mgmt For For For
1m Elect Director Perry M. Traquina Mgmt For For For
1n Elect Director Rayford Wilkins, Jr. Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 31,239
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Elizabeth Corley Mgmt For For For
1b Elect Director Alistair Darling Mgmt For For For
1c Elect Director Thomas H. Glocer Mgmt For For For
1d Elect Director James P. Gorman Mgmt For For For
1e Elect Director Robert H. Herz Mgmt For For For
1f Elect Director Nobuyuki Hirano Mgmt For For For
1g Elect Director Stephen J. Luczo Mgmt For For For
1h Elect Director Jami Miscik Mgmt For For For
1i Elect Director Dennis M. Nally Mgmt For For For
1j Elect Director Takeshi Ogasawara Mgmt For For For
1k Elect Director Hutham S. Olayan Mgmt For For For
1l Elect Director Mary L. Schapiro Mgmt For For For
1m Elect Director Perry M. Traquina Mgmt For For For
1n Elect Director Rayford Wilkins, Jr. Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Newpark Resources, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 651718504 Record Date: 03/26/2020 Meeting Type: Annual Ticker: NR
Shares Voted: 19,174
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anthony J. Best Mgmt For For For
1.2 Elect Director G. Stephen Finley Mgmt For For For
1.3 Elect Director Paul L. Howes Mgmt For For For
1.4 Elect Director Roderick A. Larson Mgmt For For For
1.5 Elect Director John C. Minge Mgmt For For For
1.6 Elect Director Rose M. Robeson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 15,850
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Anthony J. Best Mgmt For For For
1.2 Elect Director G. Stephen Finley Mgmt For For For
1.3 Elect Director Paul L. Howes Mgmt For For For
1.4 Elect Director Roderick A. Larson Mgmt For For For
1.5 Elect Director John C. Minge Mgmt For For For
1.6 Elect Director Rose M. Robeson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Orion Group Holdings Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 68628V308 Record Date: 03/27/2020 Meeting Type: Annual Ticker: ORN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Orion Group Holdings Inc.
Shares Voted: 423,638
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas N. Amonett Mgmt For For For
1b Elect Director Margaret M. Foran Mgmt For For For
1c Elect Director Mark R. Stauffer Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditor Mgmt For For For
Shares Voted: 290,229
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Thomas N. Amonett Mgmt For For For
1b Elect Director Margaret M. Foran Mgmt For For For
1c Elect Director Mark R. Stauffer Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditor Mgmt For For For
Parsley Energy, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 701877102 Record Date: 03/26/2020 Meeting Type: Annual Ticker: PE
Shares Voted: 800,273
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director A.R. Alameddine Mgmt For Against Against
1B Elect Director Matt Gallagher Mgmt For For For
1C Elect Director Karen Hughes Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Parsley Energy, Inc.
Shares Voted: 359,158
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director A.R. Alameddine Mgmt For Against Against
1B Elect Director Matt Gallagher Mgmt For For For
1C Elect Director Karen Hughes Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Pioneer Natural Resources Company
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 723787107 Record Date: 03/26/2020 Meeting Type: Annual Ticker: PXD
Shares Voted: 364,958
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Edison C. Buchanan Mgmt For For For
1b Elect Director Andrew F. Cates Mgmt For For For
1c Elect Director Phillip A. Gobe Mgmt For For For
1d Elect Director Larry R. Grillot Mgmt For For For
1e Elect Director Stacy P. Methvin Mgmt For For For
1f Elect Director Royce W. Mitchell Mgmt For For For
1g Elect Director Frank A. Risch Mgmt For For For
1h Elect Director Scott D. Sheffield Mgmt For For For
1i Elect Director Mona K. Sutphen Mgmt For For For
1j Elect Director J. Kenneth Thompson Mgmt For For For
1k Elect Director Phoebe A. Wood Mgmt For For For
1l Elect Director Michael D. Wortley Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Pioneer Natural Resources Company
Shares Voted: 419,805
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Edison C. Buchanan Mgmt For For For
1b Elect Director Andrew F. Cates Mgmt For For For
1c Elect Director Phillip A. Gobe Mgmt For For For
1d Elect Director Larry R. Grillot Mgmt For For For
1e Elect Director Stacy P. Methvin Mgmt For For For
1f Elect Director Royce W. Mitchell Mgmt For For For
1g Elect Director Frank A. Risch Mgmt For For For
1h Elect Director Scott D. Sheffield Mgmt For For For
1i Elect Director Mona K. Sutphen Mgmt For For For
1j Elect Director J. Kenneth Thompson Mgmt For For For
1k Elect Director Phoebe A. Wood Mgmt For For For
1l Elect Director Michael D. Wortley Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Skechers U.S.A., Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 830566105 Record Date: 03/23/2020 Meeting Type: Annual Ticker: SKX
Shares Voted: 1,116,913
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Katherine Blair Mgmt For For For
1.2 Elect Director Geyer Kosinski Mgmt For Withhold Withhold
1.3 Elect Director Richard Rappaport Mgmt For Withhold Withhold
1.4 Elect Director Richard Siskind Mgmt For Withhold Withhold
2 Adopt a Comprehensive Human Rights Policy SH Against Refer For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Skechers U.S.A., Inc.
Shares Voted: 237,665
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Katherine Blair Mgmt For For For
1.2 Elect Director Geyer Kosinski Mgmt For Withhold Withhold
1.3 Elect Director Richard Rappaport Mgmt For Withhold Withhold
1.4 Elect Director Richard Siskind Mgmt For Withhold Withhold
2 Adopt a Comprehensive Human Rights Policy SH Against Refer For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Southwest Airlines Co.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 844741108 Record Date: 03/25/2020 Meeting Type: Annual Ticker: LUV
Shares Voted: 3,708,996
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David W. Biegler Mgmt For For For
1b Elect Director J. Veronica Biggins Mgmt For For For
1c Elect Director Douglas H. Brooks Mgmt For For For
1d Elect Director William H. Cunningham Mgmt For For For
1e Elect Director John G. Denison Mgmt For For For
1f Elect Director Thomas W. Gilligan Mgmt For For For
1g Elect Director Gary C. Kelly Mgmt For For For
1h Elect Director Grace D. Lieblein Mgmt For For For
1i Elect Director Nancy B. Loeffler Mgmt For For For
1j Elect Director John T. Montford Mgmt For For For
1k Elect Director Ron Ricks Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
4 Require Independent Board Chair SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Southwest Airlines Co.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Lobbying Payments and Policy SH Against Against Against
Shares Voted: 2,876,513
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David W. Biegler Mgmt For For For
1b Elect Director J. Veronica Biggins Mgmt For For For
1c Elect Director Douglas H. Brooks Mgmt For For For
1d Elect Director William H. Cunningham Mgmt For For For
1e Elect Director John G. Denison Mgmt For For For
1f Elect Director Thomas W. Gilligan Mgmt For For For
1g Elect Director Gary C. Kelly Mgmt For For For
1h Elect Director Grace D. Lieblein Mgmt For For For
1i Elect Director Nancy B. Loeffler Mgmt For For For
1j Elect Director John T. Montford Mgmt For For For
1k Elect Director Ron Ricks Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
4 Require Independent Board Chair SH Against For For
5 Provide Right to Act by Written Consent SH Against For For
6 Report on Lobbying Payments and Policy SH Against Against Against
Synchrony Financial
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 87165B103 Record Date: 03/26/2020 Meeting Type: Annual Ticker: SYF
Shares Voted: 769,787
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Margaret M. Keane Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Synchrony Financial
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Fernando Aguirre Mgmt For For For
1c Elect Director Paget L. Alves Mgmt For For For
1d Elect Director Arthur W. Coviello, Jr. Mgmt For For For
1e Elect Director William W. Graylin Mgmt For For For
1f Elect Director Roy A. Guthrie Mgmt For For For
1g Elect Director Richard C. Hartnack Mgmt For For For
1h Elect Director Jeffrey G. Naylor Mgmt For For For
1i Elect Director Laurel J. Richie Mgmt For For For
1j Elect Director Olympia J. Snowe Mgmt For For For
1k Elect Director Ellen M. Zane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 234,819
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Margaret M. Keane Mgmt For For For
1b Elect Director Fernando Aguirre Mgmt For For For
1c Elect Director Paget L. Alves Mgmt For For For
1d Elect Director Arthur W. Coviello, Jr. Mgmt For For For
1e Elect Director William W. Graylin Mgmt For For For
1f Elect Director Roy A. Guthrie Mgmt For For For
1g Elect Director Richard C. Hartnack Mgmt For For For
1h Elect Director Jeffrey G. Naylor Mgmt For For For
1i Elect Director Laurel J. Richie Mgmt For For For
1j Elect Director Olympia J. Snowe Mgmt For For For
1k Elect Director Ellen M. Zane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Home Depot, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 437076102 Record Date: 03/23/2020 Meeting Type: Annual Ticker: HD
Shares Voted: 16
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gerard J. Arpey Mgmt For For For
1b Elect Director Ari Bousbib Mgmt For For For
1c Elect Director Jeffery H. Boyd Mgmt For For For
1d Elect Director Gregory D. Brenneman Mgmt For For For
1e Elect Director J. Frank Brown Mgmt For For For
1f Elect Director Albert P. Carey Mgmt For For For
1g Elect Director Helena B. Foulkes Mgmt For For For
1h Elect Director Linda R. Gooden Mgmt For For For
1i Elect Director Wayne M. Hewett Mgmt For For For
1j Elect Director Manuel Kadre Mgmt For For For
1k Elect Director Stephanie C. Linnartz Mgmt For For For
1l Elect Director Craig A. Menear Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Shareholder Written Consent SH Against Against Against Provisions
5 Prepare Employment Diversity Report and SH Against For For Report on Diversity Policies
6 Adopt Share Retention Policy For Senior SH Against For For Executives
7 Report on Congruency Political Analysis and SH Against Refer Against Electioneering Expenditures
The Interpublic Group of Companies, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 460690100 Record Date: 03/30/2020 Meeting Type: Annual Ticker: IPG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Interpublic Group of Companies, Inc.
Shares Voted: 1,426,588
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jocelyn Carter-Miller Mgmt For For For
1.2 Elect Director Mary J. Steele Guilfoile Mgmt For For For
1.3 Elect Director Dawn Hudson Mgmt For For For
1.4 Elect Director Jonathan F. Miller Mgmt For For For
1.5 Elect Director Patrick Q. Moore Mgmt For For For
1.6 Elect Director Michael I. Roth Mgmt For For For
1.7 Elect Director Linda S. Sanford Mgmt For For For
1.8 Elect Director David M. Thomas Mgmt For For For
1.9 Elect Director E. Lee Wyatt, Jr. Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
Shares Voted: 86,521
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jocelyn Carter-Miller Mgmt For For For
1.2 Elect Director Mary J. Steele Guilfoile Mgmt For For For
1.3 Elect Director Dawn Hudson Mgmt For For For
1.4 Elect Director Jonathan F. Miller Mgmt For For For
1.5 Elect Director Patrick Q. Moore Mgmt For For For
1.6 Elect Director Michael I. Roth Mgmt For For For
1.7 Elect Director Linda S. Sanford Mgmt For For For
1.8 Elect Director David M. Thomas Mgmt For For For
1.9 Elect Director E. Lee Wyatt, Jr. Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Interpublic Group of Companies, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
The Mosaic Company
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 61945C103 Record Date: 03/24/2020 Meeting Type: Annual Ticker: MOS
Shares Voted: 3,126,363
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Cheryl K. Beebe Mgmt For For For
1b Elect Director Oscar P. Bernardes Mgmt For For For
1c Elect Director Nancy E. Cooper Mgmt For For For
1d Elect Director Gregory L. Ebel Mgmt For For For
1e Elect Director Timothy S. Gitzel Mgmt For For For
1f Elect Director Denise C. Johnson Mgmt For For For
1g Elect Director Emery N. Koenig Mgmt For For For
1h Elect Director James 'Joc' C. O'Rourke Mgmt For For For
1i Elect Director David T. Seaton Mgmt For For For
1j Elect Director Steven M. Seibert Mgmt For For For
1k Elect Director Luciano Siani Pires Mgmt For For For
1l Elect Director Gretchen H. Watkins Mgmt For For For
1m Elect Director Kelvin W. Westbrook Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 4,878,029
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Cheryl K. Beebe Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Mosaic Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Oscar P. Bernardes Mgmt For For For
1c Elect Director Nancy E. Cooper Mgmt For For For
1d Elect Director Gregory L. Ebel Mgmt For For For
1e Elect Director Timothy S. Gitzel Mgmt For For For
1f Elect Director Denise C. Johnson Mgmt For For For
1g Elect Director Emery N. Koenig Mgmt For For For
1h Elect Director James 'Joc' C. O'Rourke Mgmt For For For
1i Elect Director David T. Seaton Mgmt For For For
1j Elect Director Steven M. Seibert Mgmt For For For
1k Elect Director Luciano Siani Pires Mgmt For For For
1l Elect Director Gretchen H. Watkins Mgmt For For For
1m Elect Director Kelvin W. Westbrook Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
The Travelers Companies, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 89417E109 Record Date: 03/24/2020 Meeting Type: Annual Ticker: TRV
Shares Voted: 1,447,327
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Alan L. Beller Mgmt For For For
1b Elect Director Janet M. Dolan Mgmt For For For
1c Elect Director Patricia L. Higgins Mgmt For For For
1d Elect Director William J. Kane Mgmt For For For
1e Elect Director Clarence Otis, Jr. Mgmt For For For
1f Elect Director Elizabeth E. Robinson Mgmt For For For
1g Elect Director Philip T. (Pete) Ruegger, III Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Travelers Companies, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Todd C. Schermerhorn Mgmt For For For
1i Elect Director Alan D. Schnitzer Mgmt For For For
1j Elect Director Donald J. Shepard Mgmt For For For
1k Elect Director Laurie J. Thomsen Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 700,704
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Alan L. Beller Mgmt For For For
1b Elect Director Janet M. Dolan Mgmt For For For
1c Elect Director Patricia L. Higgins Mgmt For For For
1d Elect Director William J. Kane Mgmt For For For
1e Elect Director Clarence Otis, Jr. Mgmt For For For
1f Elect Director Elizabeth E. Robinson Mgmt For For For
1g Elect Director Philip T. (Pete) Ruegger, III Mgmt For For For
1h Elect Director Todd C. Schermerhorn Mgmt For For For
1i Elect Director Alan D. Schnitzer Mgmt For For For
1j Elect Director Donald J. Shepard Mgmt For For For
1k Elect Director Laurie J. Thomsen Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
TravelCenters of America Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 89421B109 Record Date: 03/18/2020 Meeting Type: Annual Ticker: TA Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TravelCenters of America Inc.
Shares Voted: 24,617
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph L. Morea Mgmt For Withhold Withhold
1.2 Elect Director Jonathan M. Pertchik Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify RSM US LLP as Auditors Mgmt For For For
Shares Voted: 40,721
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph L. Morea Mgmt For Withhold Withhold
1.2 Elect Director Jonathan M. Pertchik Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify RSM US LLP as Auditors Mgmt For For For
Two Harbors Investment Corp.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 90187B408 Record Date: 03/27/2020 Meeting Type: Annual Ticker: TWO
Shares Voted: 6,077,518
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director E. Spencer Abraham Mgmt For For For
1b Elect Director James J. Bender Mgmt For For For
1c Elect Director Karen Hammond Mgmt For For For
1d Elect Director Stephen G. Kasnet Mgmt For For For
1e Elect Director W. Reid Sanders Mgmt For For For
1f Elect Director Thomas E. Siering Mgmt For For For
1g Elect Director James A. Stern Mgmt For For For
1h Elect Director Hope B. Woodhouse Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Two Harbors Investment Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 1,171,477
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director E. Spencer Abraham Mgmt For For For
1b Elect Director James J. Bender Mgmt For For For
1c Elect Director Karen Hammond Mgmt For For For
1d Elect Director Stephen G. Kasnet Mgmt For For For
1e Elect Director W. Reid Sanders Mgmt For For For
1f Elect Director Thomas E. Siering Mgmt For For For
1g Elect Director James A. Stern Mgmt For For For
1h Elect Director Hope B. Woodhouse Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
USA Truck Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 902925106 Record Date: 03/27/2020 Meeting Type: Annual Ticker: USAK
Shares Voted: 21,217
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Barbara J. Faulkenberry Mgmt For For For
1.2 Elect Director M. Susan Chambers Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
White Mountains Insurance Group, Ltd.
Meeting Date: 05/21/2020 Country: Bermuda Primary Security ID: G9618E107 Record Date: 04/01/2020 Meeting Type: Annual Ticker: WTM
Shares Voted: 84,637
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director G. Manning Rountree Mgmt For For For
1.2 Elect Director Mary C. Choksi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 9,301
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director G. Manning Rountree Mgmt For For For
1.2 Elect Director Mary C. Choksi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Xerox Holdings Corporation
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 98421M106 Record Date: 03/27/2020 Meeting Type: Annual Ticker: XRX
Shares Voted: 429,871
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Keith Cozza Mgmt For Against Against
1.2 Elect Director Jonathan Christodoro Mgmt For Against Against
1.3 Elect Director Joseph J. Echevarria Mgmt For For For
1.4 Elect Director Nicholas Graziano Mgmt For Against Against
1.5 Elect Director Cheryl Gordon Krongard Mgmt For Against For
1.6 Elect Director Scott Letier Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Xerox Holdings Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Giovanni ('John') Visentin Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For Against For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 1,366,059
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Keith Cozza Mgmt For Against Against
1.2 Elect Director Jonathan Christodoro Mgmt For Against Against
1.3 Elect Director Joseph J. Echevarria Mgmt For For For
1.4 Elect Director Nicholas Graziano Mgmt For Against Against
1.5 Elect Director Cheryl Gordon Krongard Mgmt For Against For
1.6 Elect Director Scott Letier Mgmt For Against Against
1.7 Elect Director Giovanni ('John') Visentin Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For Against For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Nelnet, Inc.
Meeting Date: 05/22/2020 Country: USA Primary Security ID: 64031N108 Record Date: 03/27/2020 Meeting Type: Annual Ticker: NNI
Shares Voted: 256,182
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kathleen A. Farrell Mgmt For For For
1b Elect Director David S. Graff Mgmt For For For
1c Elect Director Thomas E. Henning Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nelnet, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 54,386
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kathleen A. Farrell Mgmt For For For
1b Elect Director David S. Graff Mgmt For For For
1c Elect Director Thomas E. Henning Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
World Fuel Services Corporation
Meeting Date: 05/22/2020 Country: USA Primary Security ID: 981475106 Record Date: 03/30/2020 Meeting Type: Annual Ticker: INT
Shares Voted: 2,602,020
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Kasbar Mgmt For For For
1.2 Elect Director Ken (Kanwaljit) Bakshi Mgmt For Withhold Withhold
1.3 Elect Director Jorge L. Benitez Mgmt For Withhold Withhold
1.4 Elect Director Sharda Cherwoo Mgmt For For For
1.5 Elect Director Richard A. Kassar Mgmt For Withhold Withhold
1.6 Elect Director John L. Manley Mgmt For Withhold Withhold
1.7 Elect Director Stephen K. Roddenberry Mgmt For Withhold Withhold
1.8 Elect Director Paul H. Stebbins Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
World Fuel Services Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 404,310
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Kasbar Mgmt For For For
1.2 Elect Director Ken (Kanwaljit) Bakshi Mgmt For Withhold Withhold
1.3 Elect Director Jorge L. Benitez Mgmt For Withhold Withhold
1.4 Elect Director Sharda Cherwoo Mgmt For For For
1.5 Elect Director Richard A. Kassar Mgmt For Withhold Withhold
1.6 Elect Director John L. Manley Mgmt For Withhold Withhold
1.7 Elect Director Stephen K. Roddenberry Mgmt For Withhold Withhold
1.8 Elect Director Paul H. Stebbins Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Approve Omnibus Stock Plan Mgmt For For For
Xcel Energy Inc.
Meeting Date: 05/22/2020 Country: USA Primary Security ID: 98389B100 Record Date: 03/25/2020 Meeting Type: Annual Ticker: XEL
Shares Voted: 944,750
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lynn Casey Mgmt For For For
1b Elect Director Ben Fowke Mgmt For For For
1c Elect Director Netha N. Johnson Mgmt For For For
1d Elect Director George Kehl Mgmt For For For
1e Elect Director Richard T. O'Brien Mgmt For For For
1f Elect Director David K. Owens Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Xcel Energy Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1g Elect Director Christopher J. Policinski Mgmt For For For
1h Elect Director James T. Prokopanko Mgmt For For For
1i Elect Director A. Patricia Sampson Mgmt For For For
1j Elect Director James J. Sheppard Mgmt For For For
1k Elect Director David A. Westerlund Mgmt For For For
1l Elect Director Kim Williams Mgmt For For For
1m Elect Director Timothy V. Wolf Mgmt For For For
1n Elect Director Daniel Yohannes Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Costs and Benefits of SH Against Against Against Climate-Related Activities
Shares Voted: 3,094,097
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lynn Casey Mgmt For For For
1b Elect Director Ben Fowke Mgmt For For For
1c Elect Director Netha N. Johnson Mgmt For For For
1d Elect Director George Kehl Mgmt For For For
1e Elect Director Richard T. O'Brien Mgmt For For For
1f Elect Director David K. Owens Mgmt For For For
1g Elect Director Christopher J. Policinski Mgmt For For For
1h Elect Director James T. Prokopanko Mgmt For For For
1i Elect Director A. Patricia Sampson Mgmt For For For
1j Elect Director James J. Sheppard Mgmt For For For
1k Elect Director David A. Westerlund Mgmt For For For
1l Elect Director Kim Williams Mgmt For For For
1m Elect Director Timothy V. Wolf Mgmt For For For
1n Elect Director Daniel Yohannes Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Xcel Energy Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Costs and Benefits of SH Against Against Against Climate-Related Activities
Aviva Plc
Meeting Date: 05/26/2020 Country: United Kingdom Primary Security ID: G0683Q109 Record Date: 05/21/2020 Meeting Type: Annual Ticker: AV
Shares Voted: 1,374,720
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend (Withdrawn) Mgmt For Abstain Abstain
4 Elect Amanda Blanc as Director Mgmt For For For
5 Elect George Culmer as Director Mgmt For For For
6 Elect Patrick Flynn as Director Mgmt For For For
7 Elect Jason Windsor as Director Mgmt For For For
8 Re-elect Patricia Cross as Director Mgmt For For For
9 Re-elect Belen Romana Garcia as Director Mgmt For For For
10 Re-elect Michael Mire as Director Mgmt For For For
11 Re-elect Sir Adrian Montague as Director Mgmt For For For
12 Re-elect Maurice Tulloch as Director Mgmt For For For
13 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For Against Against
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aviva Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Issue of Equity in Relation to Any Mgmt For For For Issuance of SII Instruments
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Relation to Any Issuance of SII Instruments
21 Authorise Issue of Sterling New Preference Mgmt For For For Shares
22 Authorise Issue of Sterling New Preference Mgmt For For For Shares without Pre-emptive Rights
23 Authorise Market Purchase of Ordinary Shares Mgmt For For For
24 Authorise Market Purchase of 8 3/4 % Mgmt For For For Preference Shares
25 Authorise Market Purchase of 8 3/8 % Mgmt For For For Preference Shares
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 5,811,469
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend (Withdrawn) Mgmt For Abstain Abstain
4 Elect Amanda Blanc as Director Mgmt For For For
5 Elect George Culmer as Director Mgmt For For For
6 Elect Patrick Flynn as Director Mgmt For For For
7 Elect Jason Windsor as Director Mgmt For For For
8 Re-elect Patricia Cross as Director Mgmt For For For
9 Re-elect Belen Romana Garcia as Director Mgmt For For For
10 Re-elect Michael Mire as Director Mgmt For For For
11 Re-elect Sir Adrian Montague as Director Mgmt For For For
12 Re-elect Maurice Tulloch as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aviva Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For Against Against
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Issue of Equity in Relation to Any Mgmt For For For Issuance of SII Instruments
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Relation to Any Issuance of SII Instruments
21 Authorise Issue of Sterling New Preference Mgmt For For For Shares
22 Authorise Issue of Sterling New Preference Mgmt For For For Shares without Pre-emptive Rights
23 Authorise Market Purchase of Ordinary Shares Mgmt For For For
24 Authorise Market Purchase of 8 3/4 % Mgmt For For For Preference Shares
25 Authorise Market Purchase of 8 3/8 % Mgmt For For For Preference Shares
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Aviva Plc
Meeting Date: 05/26/2020 Country: United Kingdom Primary Security ID: G0683Q109 Record Date: 04/09/2020 Meeting Type: Annual Ticker: AV
Shares Voted: 6,362
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aviva Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend (Withdrawn) Mgmt
4 Elect Amanda Blanc as Director Mgmt For For For
5 Elect George Culmer as Director Mgmt For For For
6 Elect Patrick Flynn as Director Mgmt For For For
7 Elect Jason Windsor as Director Mgmt For For For
8 Re-elect Patricia Cross as Director Mgmt For For For
9 Re-elect Belen Romana Garcia as Director Mgmt For For For
10 Re-elect Michael Mire as Director Mgmt For For For
11 Re-elect Sir Adrian Montague as Director Mgmt For For For
12 Re-elect Maurice Tulloch as Director Mgmt For For For
13 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For Against Against
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Issue of Equity in Relation to Any Mgmt For For For Issuance of SII Instruments
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Relation to Any Issuance of SII Instruments
21 Authorise Issue of Sterling New Preference Mgmt For For For Shares
22 Authorise Issue of Sterling New Preference Mgmt For For For Shares without Pre-emptive Rights
23 Authorise Market Purchase of Ordinary Shares Mgmt For For For
24 Authorise Market Purchase of 8 3/4 % Mgmt For For For Preference Shares
25 Authorise Market Purchase of 8 3/8 % Mgmt For For For Preference Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aviva Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
First Foundation Inc.
Meeting Date: 05/26/2020 Country: USA Primary Security ID: 32026V104 Record Date: 04/09/2020 Meeting Type: Annual Ticker: FFWM
Shares Voted: 15,348
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Max Briggs Mgmt For For For
1.2 Elect Director John Hakopian Mgmt For For For
1.3 Elect Director Scott F. Kavanaugh Mgmt For For For
1.4 Elect Director Ulrich E. Keller, Jr. Mgmt For For For
1.5 Elect Director David Lake Mgmt For For For
1.6 Elect Director Elizabeth A. Pagliarini Mgmt For For For
1.7 Elect Director Mitchell M. Rosenberg Mgmt For For For
1.8 Elect Director Diane M. Rubin Mgmt For For For
1.9 Elect Director Jacob Sonenshine Mgmt For For For
2 Ratify Eide Bailly LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 21,574
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Max Briggs Mgmt For For For
1.2 Elect Director John Hakopian Mgmt For For For
1.3 Elect Director Scott F. Kavanaugh Mgmt For For For
1.4 Elect Director Ulrich E. Keller, Jr. Mgmt For For For
1.5 Elect Director David Lake Mgmt For For For
1.6 Elect Director Elizabeth A. Pagliarini Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
First Foundation Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Mitchell M. Rosenberg Mgmt For For For
1.8 Elect Director Diane M. Rubin Mgmt For For For
1.9 Elect Director Jacob Sonenshine Mgmt For For For
2 Ratify Eide Bailly LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Flushing Financial Corporation
Meeting Date: 05/26/2020 Country: USA Primary Security ID: 343873105 Record Date: 03/30/2020 Meeting Type: Annual Ticker: FFIC
Shares Voted: 39,834
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John J. McCabe Mgmt For For For
1b Elect Director Donna M. O'Brien Mgmt For For For
1c Elect Director Michael J. Russo Mgmt For For For
1d Elect Director Caren C. Yoh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify BDO USA, LLP as Auditor Mgmt For For For
Shares Voted: 62,024
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John J. McCabe Mgmt For For For
1b Elect Director Donna M. O'Brien Mgmt For For For
1c Elect Director Michael J. Russo Mgmt For For For
1d Elect Director Caren C. Yoh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify BDO USA, LLP as Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Merck & Co., Inc.
Meeting Date: 05/26/2020 Country: USA Primary Security ID: 58933Y105 Record Date: 03/27/2020 Meeting Type: Annual Ticker: MRK
Shares Voted: 4,092,736
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Leslie A. Brun Mgmt For For For
1b Elect Director Thomas R. Cech Mgmt For For For
1c Elect Director Mary Ellen Coe Mgmt For For For
1d Elect Director Pamela J. Craig Mgmt For For For
1e Elect Director Kenneth C. Frazier Mgmt For For For
1f Elect Director Thomas H. Glocer Mgmt For For For
1g Elect Director Risa J. Lavizzo-Mourey Mgmt For For For
1h Elect Director Paul B. Rothman Mgmt For For For
1i Elect Director Patricia F. Russo Mgmt For For For
1j Elect Director Christine E. Seidman Mgmt For For For
1k Elect Director Inge G. Thulin Mgmt For For For
1l Elect Director Kathy J. Warden Mgmt For For For
1m Elect Director Peter C. Wendell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Provide Right to Act by Written Consent SH Against For For
5 Report on Corporate Tax Savings Allocation SH Against Against Against
Shares Voted: 585,399
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Leslie A. Brun Mgmt For For For
1b Elect Director Thomas R. Cech Mgmt For For For
1c Elect Director Mary Ellen Coe Mgmt For For For
1d Elect Director Pamela J. Craig Mgmt For For For
1e Elect Director Kenneth C. Frazier Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Merck & Co., Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Thomas H. Glocer Mgmt For For For
1g Elect Director Risa J. Lavizzo-Mourey Mgmt For For For
1h Elect Director Paul B. Rothman Mgmt For For For
1i Elect Director Patricia F. Russo Mgmt For For For
1j Elect Director Christine E. Seidman Mgmt For For For
1k Elect Director Inge G. Thulin Mgmt For For For
1l Elect Director Kathy J. Warden Mgmt For For For
1m Elect Director Peter C. Wendell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Provide Right to Act by Written Consent SH Against For For
5 Report on Corporate Tax Savings Allocation SH Against Against Against
Amazon.com, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 023135106 Record Date: 04/02/2020 Meeting Type: Annual Ticker: AMZN
Shares Voted: 129
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jeffrey P. Bezos Mgmt For For For
1b Elect Director Rosalind G. Brewer Mgmt For For For
1c Elect Director Jamie S. Gorelick Mgmt For For For
1d Elect Director Daniel P. Huttenlocher Mgmt For For For
1e Elect Director Judith A. McGrath Mgmt For For For
1f Elect Director Indra K. Nooyi Mgmt For For For
1g Elect Director Jonathan J. Rubinstein Mgmt For For For
1h Elect Director Thomas O. Ryder Mgmt For For For
1i Elect Director Patricia Q. Stonesifer Mgmt For For For
1j Elect Director Wendell P. Weeks Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Amazon.com, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Reduce Ownership Threshold for Mgmt For For For Shareholders to Call Special Meeting
5 Report on Management of Food Waste SH Against Refer For
6 Report on Customers' Use of its Surveillance SH Against Refer Against and Computer Vision Products or Cloud-Based Services
7 Report on Potential Human Rights Impacts of SH Against Against Against Customers' Use of Rekognition
8 Report on Products Promoting Hate Speech SH Against Refer For and Sales of Offensive Products
9 Require Independent Board Chairman SH Against For For
10 Report on Global Median Gender/Racial Pay SH Against Against Against Gap
11 Report on Reducing Environmental and Health SH Against Against Against Harms to Communities of Color
12 Report on Viewpoint Discrimination SH Against Against Against
13 Report on Promotion Velocity SH Against Against Against
14 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
15 Human Rights Risk Assessment SH Against Refer For
16 Report on Lobbying Payments and Policy SH Against Against Against
Barrett Business Services, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 068463108 Record Date: 04/09/2020 Meeting Type: Annual Ticker: BBSI
Shares Voted: 10,881
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas J. Carley Mgmt For Against Against
1.2 Elect Director Thomas B. Cusick Mgmt For For For
1.3 Elect Director Diane L. Dewbrey Mgmt For For For
1.4 Elect Director James B. Hicks Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Barrett Business Services, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Jon L. Justesen Mgmt For Against Against
1.6 Elect Director Gary E. Kramer Mgmt For For For
1.7 Elect Director Anthony Meeker Mgmt For For For
1.8 Elect Director Vincent P. Price Mgmt For Against Against
2 Provide Proxy Access Right Mgmt For For For
3 Approve Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 11,222
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Thomas J. Carley Mgmt For Against Against
1.2 Elect Director Thomas B. Cusick Mgmt For For For
1.3 Elect Director Diane L. Dewbrey Mgmt For For For
1.4 Elect Director James B. Hicks Mgmt For For For
1.5 Elect Director Jon L. Justesen Mgmt For Against Against
1.6 Elect Director Gary E. Kramer Mgmt For For For
1.7 Elect Director Anthony Meeker Mgmt For For For
1.8 Elect Director Vincent P. Price Mgmt For Against Against
2 Provide Proxy Access Right Mgmt For For For
3 Approve Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
BP Plc
Meeting Date: 05/27/2020 Country: United Kingdom Primary Security ID: G12793108 Record Date: 05/22/2020 Meeting Type: Annual Ticker: BP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BP Plc
Shares Voted: 3,669,246
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4(a) Elect Bernard Looney as Director Mgmt For For For
4(b) Re-elect Brian Gilvary as Director Mgmt For For For
4(c) Re-elect Dame Alison Carnwath as Director Mgmt For For For
4(d) Re-elect Pamela Daley as Director Mgmt For For For
4(e) Re-elect Sir Ian Davis as Director Mgmt For For For
4(f) Re-elect Dame Ann Dowling as Director Mgmt For For For
4(g) Re-elect Helge Lund as Director Mgmt For For For
4(h) Re-elect Melody Meyer as Director Mgmt For For For
4(i) Re-elect Brendan Nelson as Director Mgmt For For For
4(j) Re-elect Paula Reynolds as Director Mgmt For For For
4(k) Re-elect Sir John Sawers as Director Mgmt For For For
5 Reappoint Deloitte LLP as Auditors Mgmt For For For
6 Authorise Audit Committee to Fix Mgmt For For For Remuneration of Auditors
7 Approve Executive Directors' Incentive Plan Mgmt For For For
8 Authorise EU Political Donations and Mgmt For For For Expenditure
9 Authorise Issue of Equity Mgmt For Against Against
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
12 Authorise Market Purchase of Ordinary Shares Mgmt For For For
13 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BP Plc
Shares Voted: 3,842,835
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4(a) Elect Bernard Looney as Director Mgmt For For For
4(b) Re-elect Brian Gilvary as Director Mgmt For For For
4(c) Re-elect Dame Alison Carnwath as Director Mgmt For For For
4(d) Re-elect Pamela Daley as Director Mgmt For For For
4(e) Re-elect Sir Ian Davis as Director Mgmt For For For
4(f) Re-elect Dame Ann Dowling as Director Mgmt For For For
4(g) Re-elect Helge Lund as Director Mgmt For For For
4(h) Re-elect Melody Meyer as Director Mgmt For For For
4(i) Re-elect Brendan Nelson as Director Mgmt For For For
4(j) Re-elect Paula Reynolds as Director Mgmt For For For
4(k) Re-elect Sir John Sawers as Director Mgmt For For For
5 Reappoint Deloitte LLP as Auditors Mgmt For For For
6 Authorise Audit Committee to Fix Mgmt For For For Remuneration of Auditors
7 Approve Executive Directors' Incentive Plan Mgmt For For For
8 Authorise EU Political Donations and Mgmt For For For Expenditure
9 Authorise Issue of Equity Mgmt For Against Against
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
12 Authorise Market Purchase of Ordinary Shares Mgmt For For For
13 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BP Plc
Meeting Date: 05/27/2020 Country: United Kingdom Primary Security ID: G12793108 Record Date: 03/12/2020 Meeting Type: Annual Ticker: BP
Shares Voted: 3,492,627
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4(a) Elect Bernard Looney as Director Mgmt For For For
4(b) Re-elect Brian Gilvary as Director Mgmt For For For
4(c) Re-elect Dame Alison Carnwath as Director Mgmt For For For
4(d) Re-elect Pamela Daley as Director Mgmt For For For
4(e) Re-elect Sir Ian Davis as Director Mgmt For For For
4(f) Re-elect Dame Ann Dowling as Director Mgmt For For For
4(g) Re-elect Helge Lund as Director Mgmt For For For
4(h) Re-elect Melody Meyer as Director Mgmt For For For
4(i) Re-elect Brendan Nelson as Director Mgmt For For For
4(j) Re-elect Paula Reynolds as Director Mgmt For For For
4(k) Re-elect Sir John Sawers as Director Mgmt For For For
5 Reappoint Deloitte LLP as Auditors Mgmt For For For
6 Authorise Audit Committee to Fix Mgmt For For For Remuneration of Auditors
7 Approve Executive Directors' Incentive Plan Mgmt For For For
8 Authorise EU Political Donations and Mgmt For For For Expenditure
9 Authorise Issue of Equity Mgmt For Against Against
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
12 Authorise Market Purchase of Ordinary Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BP Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 1,109,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4(a) Elect Bernard Looney as Director Mgmt For For For
4(b) Re-elect Brian Gilvary as Director Mgmt For For For
4(c) Re-elect Dame Alison Carnwath as Director Mgmt For For For
4(d) Re-elect Pamela Daley as Director Mgmt For For For
4(e) Re-elect Sir Ian Davis as Director Mgmt For For For
4(f) Re-elect Dame Ann Dowling as Director Mgmt For For For
4(g) Re-elect Helge Lund as Director Mgmt For For For
4(h) Re-elect Melody Meyer as Director Mgmt For For For
4(i) Re-elect Brendan Nelson as Director Mgmt For For For
4(j) Re-elect Paula Reynolds as Director Mgmt For For For
4(k) Re-elect Sir John Sawers as Director Mgmt For For For
5 Reappoint Deloitte LLP as Auditors Mgmt For For For
6 Authorise Audit Committee to Fix Mgmt For For For Remuneration of Auditors
7 Approve Executive Directors' Incentive Plan Mgmt For For For
8 Authorise EU Political Donations and Mgmt For For For Expenditure
9 Authorise Issue of Equity Mgmt For Against Against
10 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
11 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
12 Authorise Market Purchase of Ordinary Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BP Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Chevron Corporation
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 166764100 Record Date: 03/30/2020 Meeting Type: Annual Ticker: CVX
Shares Voted: 21,835
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Wanda M. Austin Mgmt For For For
1b Elect Director John B. Frank Mgmt For For For
1c Elect Director Alice P. Gast Mgmt For For For
1d Elect Director Enrique Hernandez, Jr. Mgmt For For For
1e Elect Director Charles W. Moorman, IV Mgmt For For For
1f Elect Director Dambisa F. Moyo Mgmt For For For
1g Elect Director Debra Reed-Klages Mgmt For For For
1h Elect Director Ronald D. Sugar Mgmt For For For
1i Elect Director D. James Umpleby, III Mgmt For For For
1j Elect Director Michael K. Wirth Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Establish Board Committee on Climate Risk SH Against Refer Against
6 Report on Climate Lobbying Aligned with SH Against Against Against Paris Agreement Goals
7 Report on Petrochemical Risk SH Against Refer For
8 Report on Human Rights Practices SH Against Against Against
9 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
10 Require Independent Board Chair SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chevron Corporation
Shares Voted: 14,635
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Wanda M. Austin Mgmt For For For
1b Elect Director John B. Frank Mgmt For For For
1c Elect Director Alice P. Gast Mgmt For For For
1d Elect Director Enrique Hernandez, Jr. Mgmt For For For
1e Elect Director Charles W. Moorman, IV Mgmt For For For
1f Elect Director Dambisa F. Moyo Mgmt For For For
1g Elect Director Debra Reed-Klages Mgmt For For For
1h Elect Director Ronald D. Sugar Mgmt For For For
1i Elect Director D. James Umpleby, III Mgmt For For For
1j Elect Director Michael K. Wirth Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Establish Board Committee on Climate Risk SH Against Refer Against
6 Report on Climate Lobbying Aligned with SH Against Against Against Paris Agreement Goals
7 Report on Petrochemical Risk SH Against Refer For
8 Report on Human Rights Practices SH Against Against Against
9 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
10 Require Independent Board Chair SH Against For For
Coca-Cola European Partners Plc
Meeting Date: 05/27/2020 Country: United Kingdom Primary Security ID: G25839104 Record Date: 05/25/2020 Meeting Type: Annual Ticker: CCEP Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Coca-Cola European Partners Plc
Shares Voted: 1,825,758
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Jan Bennink as Director Mgmt For For For
5 Re-elect Thomas Johnson as Director Mgmt For For For
6 Elect Dessi Temperley as Director Mgmt For For For
7 Re-elect Jose Ignacio Comenge as Director Mgmt For For For
8 Re-elect Francisco Crespo Benitez as Director Mgmt For For For
9 Re-elect Irial Finan as Director Mgmt For Against Against
10 Re-elect Damian Gammell as Director Mgmt For For For
11 Re-elect Nathalie Gaveau as Director Mgmt For For For
12 Re-elect Alvaro Gomez-Trenor Aguilar as Mgmt For For For Director
13 Re-elect Dagmar Kollmann as Director Mgmt For For For
14 Re-elect Alfonso Libano Daurella as Director Mgmt For For For
15 Re-elect Lord Mark Price as Director Mgmt For For For
16 Re-elect Mario Rotllant Sola as Director Mgmt For Against Against
17 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
18 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Authorise Issue of Equity Mgmt For Against Against
21 Approve Waiver on Tender-Bid Requirement Mgmt For Against For
22 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
23 Authorise Market Purchase of Ordinary Shares Mgmt For For For
24 Authorise Off-Market Purchase of Ordinary Mgmt For For For Shares
25 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Coca-Cola European Partners Plc
Shares Voted: 2,193,597
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Policy Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Jan Bennink as Director Mgmt For For For
5 Re-elect Thomas Johnson as Director Mgmt For For For
6 Elect Dessi Temperley as Director Mgmt For For For
7 Re-elect Jose Ignacio Comenge as Director Mgmt For For For
8 Re-elect Francisco Crespo Benitez as Director Mgmt For For For
9 Re-elect Irial Finan as Director Mgmt For Against Against
10 Re-elect Damian Gammell as Director Mgmt For For For
11 Re-elect Nathalie Gaveau as Director Mgmt For For For
12 Re-elect Alvaro Gomez-Trenor Aguilar as Mgmt For For For Director
13 Re-elect Dagmar Kollmann as Director Mgmt For For For
14 Re-elect Alfonso Libano Daurella as Director Mgmt For For For
15 Re-elect Lord Mark Price as Director Mgmt For For For
16 Re-elect Mario Rotllant Sola as Director Mgmt For Against Against
17 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
18 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Authorise Issue of Equity Mgmt For Against Against
21 Approve Waiver on Tender-Bid Requirement Mgmt For Against For
22 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
23 Authorise Market Purchase of Ordinary Shares Mgmt For For For
24 Authorise Off-Market Purchase of Ordinary Mgmt For For For Shares
25 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Columbia Banking System, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 197236102 Record Date: 03/30/2020 Meeting Type: Annual Ticker: COLB
Shares Voted: 525,648
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Craig D. Eerkes Mgmt For For For
1b Elect Director Ford Elsaesser Mgmt For For For
1c Elect Director Mark A. Finkelstein Mgmt For For For
1d Elect Director Eric S. Forrest Mgmt For For For
1e Elect Director Thomas M. Hulbert Mgmt For For For
1f Elect Director Michelle M. Lantow Mgmt For For For
1g Elect Director Randal L. Lund Mgmt For For For
1h Elect Director S. Mae Fujita Numata Mgmt For For For
1i Elect Director Elizabeth W. Seaton Mgmt For For For
1j Elect Director Clint E. Stein Mgmt For For For
1k Elect Director Janine T. Terrano Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 57,483
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Craig D. Eerkes Mgmt For For For
1b Elect Director Ford Elsaesser Mgmt For For For
1c Elect Director Mark A. Finkelstein Mgmt For For For
1d Elect Director Eric S. Forrest Mgmt For For For
1e Elect Director Thomas M. Hulbert Mgmt For For For
1f Elect Director Michelle M. Lantow Mgmt For For For
1g Elect Director Randal L. Lund Mgmt For For For
1h Elect Director S. Mae Fujita Numata Mgmt For For For
1i Elect Director Elizabeth W. Seaton Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Columbia Banking System, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Clint E. Stein Mgmt For For For
1k Elect Director Janine T. Terrano Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
DuPont de Nemours, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 26614N102 Record Date: 04/06/2020 Meeting Type: Annual Ticker: DD
Shares Voted: 6,305,743
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Amy G. Brady Mgmt For For For
1b Elect Director Edward D. Breen Mgmt For For For
1c Elect Director Ruby R. Chandy Mgmt For For For
1d Elect Director Franklin K. Clyburn, Jr. Mgmt For For For
1e Elect Director Terrence R. Curtin Mgmt For For For
1f Elect Director Alexander M. Cutler Mgmt For For For
1g Elect Director Eleuthere I. du Pont Mgmt For For For
1h Elect Director Rajiv L. Gupta Mgmt For For For
1i Elect Director Luther C. Kissam Mgmt For For For
1j Elect Director Frederick M. Lowery Mgmt For For For
1k Elect Director Raymond J. Milchovich Mgmt For For For
1l Elect Director Steven M. Sterin Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
5 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
6 Approve Creation of an Employee Board SH Against Against Against Advisory Position Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DuPont de Nemours, Inc.
Shares Voted: 2,275,947
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Amy G. Brady Mgmt For For For
1b Elect Director Edward D. Breen Mgmt For For For
1c Elect Director Ruby R. Chandy Mgmt For For For
1d Elect Director Franklin K. Clyburn, Jr. Mgmt For For For
1e Elect Director Terrence R. Curtin Mgmt For For For
1f Elect Director Alexander M. Cutler Mgmt For For For
1g Elect Director Eleuthere I. du Pont Mgmt For For For
1h Elect Director Rajiv L. Gupta Mgmt For For For
1i Elect Director Luther C. Kissam Mgmt For For For
1j Elect Director Frederick M. Lowery Mgmt For For For
1k Elect Director Raymond J. Milchovich Mgmt For For For
1l Elect Director Steven M. Sterin Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
5 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
6 Approve Creation of an Employee Board SH Against Against Against Advisory Position
Envista Holdings Corporation
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 29415F104 Record Date: 04/06/2020 Meeting Type: Annual Ticker: NVST
Shares Voted: 1,742,793
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Kieran T. Gallahue Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Envista Holdings Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 406,068
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Kieran T. Gallahue Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Exxon Mobil Corporation
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 30231G102 Record Date: 04/02/2020 Meeting Type: Annual Ticker: XOM
Shares Voted: 13
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Susan K. Avery Mgmt For For For
1.2 Elect Director Angela F. Braly Mgmt For For For
1.3 Elect Director Ursula M. Burns Mgmt For For For
1.4 Elect Director Kenneth C. Frazier Mgmt For For For
1.5 Elect Director Joseph L. Hooley Mgmt For For For
1.6 Elect Director Steven A. Kandarian Mgmt For For For
1.7 Elect Director Douglas R. Oberhelman Mgmt For For For
1.8 Elect Director Samuel J. Palmisano Mgmt For For For
1.9 Elect Director William C. Weldon Mgmt For For For
1.10 Elect Director Darren W. Woods Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Exxon Mobil Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Require Independent Board Chair SH Against For For
5 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
6 Report on Costs & Benefits of Climate-Related SH Against Against Against Expenditures
7 Report on Risks of Petrochemical Operations SH Against Refer For in Flood Prone Areas
8 Report on Political Contributions SH Against Against Against
9 Report on Lobbying Payments and Policy SH Against Refer For
Facebook, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 30303M102 Record Date: 04/03/2020 Meeting Type: Annual Ticker: FB
Shares Voted: 661,642
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peggy Alford Mgmt For For For
1.2 Elect Director Marc L. Andreessen Mgmt For Withhold Withhold
1.3 Elect Director Andrew W. Houston Mgmt For For For
1.4 Elect Director Nancy Killefer Mgmt For For For
1.5 Elect Director Robert M. Kimmitt Mgmt For For For
1.6 Elect Director Sheryl K. Sandberg Mgmt For For For
1.7 Elect Director Peter A. Thiel Mgmt For Withhold Withhold
1.8 Elect Director Tracey T. Travis Mgmt For For For
1.9 Elect Director Mark Zuckerberg Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Approve Non-Employee Director Mgmt For Against Against Compensation Policy
4 Approve Recapitalization Plan for all Stock to SH Against For For Have One-vote per Share
5 Require Independent Board Chair SH Against For For
6 Require a Majority Vote for the Election of SH Against For For Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Facebook, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Report on Political Advertising SH Against Refer For
8 Require Independent Director Nominee with SH Against Refer Against Human and/or Civil Rights Experience
9 Report on Civil and Human Rights Risk SH Against Refer Against Assessment
10 Report on Online Child Sexual Exploitation SH Against Refer For
11 Report on Median Gender/Racial Pay Gap SH Against Against Against
Shares Voted: 172,919
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peggy Alford Mgmt For For For
1.2 Elect Director Marc L. Andreessen Mgmt For Withhold Withhold
1.3 Elect Director Andrew W. Houston Mgmt For For For
1.4 Elect Director Nancy Killefer Mgmt For For For
1.5 Elect Director Robert M. Kimmitt Mgmt For For For
1.6 Elect Director Sheryl K. Sandberg Mgmt For For For
1.7 Elect Director Peter A. Thiel Mgmt For Withhold Withhold
1.8 Elect Director Tracey T. Travis Mgmt For For For
1.9 Elect Director Mark Zuckerberg Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Approve Non-Employee Director Mgmt For Against Against Compensation Policy
4 Approve Recapitalization Plan for all Stock to SH Against For For Have One-vote per Share
5 Require Independent Board Chair SH Against For For
6 Require a Majority Vote for the Election of SH Against For For Directors
7 Report on Political Advertising SH Against Refer For
8 Require Independent Director Nominee with SH Against Refer Against Human and/or Civil Rights Experience
9 Report on Civil and Human Rights Risk SH Against Refer Against Assessment
10 Report on Online Child Sexual Exploitation SH Against Refer For
11 Report on Median Gender/Racial Pay Gap SH Against Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Irish Residential Properties REIT Plc
Meeting Date: 05/27/2020 Country: Ireland Primary Security ID: G49456109 Record Date: 05/25/2020 Meeting Type: Annual Ticker: IRES
Shares Voted: 50,287
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For Against Against Reports
2a Re-elect Phillip Burns as Director Mgmt For For For
2b Re-elect Joan Garahy as Director Mgmt For For For
2c Re-elect Tom Kavanagh as Director Mgmt For For For
2d Re-elect Mark Kenney as Director Mgmt For For For
2e Re-elect Declan Moylan as Director Mgmt For For For
2f Re-elect Aidan O'Hogan as Director Mgmt For For For
2g Re-elect Margaret Sweeney as Director Mgmt For For For
3 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
4 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
5 Approve Remuneration Policy Mgmt For For For
6 Authorise Issue of Equity Mgmt For For For
7a Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
7b Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
8 Authorise Market Purchase of Ordinary Shares Mgmt For For For
9 Authorise Reissuance of Treasury Shares Mgmt For For For
Jumbo SA
Meeting Date: 05/27/2020 Country: Greece Primary Security ID: X4114P111 Record Date: 05/21/2020 Meeting Type: Annual Ticker: BELA Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jumbo SA
Shares Voted: 22,168
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Ratify Previously Approved Decision on Mgmt For For For Distribution of Special Dividend
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Discharge of Board and Auditors Mgmt For For For
5 Approve Remuneration of Certain Board Mgmt For For For Members
6 Approve Auditors and Fix Their Remuneration Mgmt For For For
7 Approve Remuneration Report Mgmt For For For
Shares Voted: 10,104
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Ratify Previously Approved Decision on Mgmt For For For Distribution of Special Dividend
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Discharge of Board and Auditors Mgmt For For For
5 Approve Remuneration of Certain Board Mgmt For For For Members
6 Approve Auditors and Fix Their Remuneration Mgmt For For For
7 Approve Remuneration Report Mgmt For For For
Marathon Oil Corporation
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 565849106 Record Date: 03/31/2020 Meeting Type: Annual Ticker: MRO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Marathon Oil Corporation
Shares Voted: 1,861,314
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gregory H. Boyce Mgmt For For For
1b Elect Director Chadwick C. Deaton Mgmt For For For
1c Elect Director Marcela E. Donadio Mgmt For For For
1d Elect Director Jason B. Few Mgmt For For For
1e Elect Director Douglas L. Foshee Mgmt For For For
1f Elect Director M. Elise Hyland Mgmt For For For
1g Elect Director Lee M. Tillman Mgmt For For For
1h Elect Director J. Kent Wells Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 748,498
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Gregory H. Boyce Mgmt For For For
1b Elect Director Chadwick C. Deaton Mgmt For For For
1c Elect Director Marcela E. Donadio Mgmt For For For
1d Elect Director Jason B. Few Mgmt For For For
1e Elect Director Douglas L. Foshee Mgmt For For For
1f Elect Director M. Elise Hyland Mgmt For For For
1g Elect Director Lee M. Tillman Mgmt For For For
1h Elect Director J. Kent Wells Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MicroStrategy Incorporated
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 594972408 Record Date: 03/31/2020 Meeting Type: Annual Ticker: MSTR
Shares Voted: 4,050
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Saylor Mgmt For Withhold Withhold
1.2 Elect Director Stephen X. Graham Mgmt For Withhold Withhold
1.3 Elect Director Jarrod M. Patten Mgmt For Withhold Withhold
1.4 Elect Director Leslie J. Rechan Mgmt For Withhold Withhold
1.5 Elect Director Carl J. Rickertsen Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 3,032
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Saylor Mgmt For Withhold Withhold
1.2 Elect Director Stephen X. Graham Mgmt For Withhold Withhold
1.3 Elect Director Jarrod M. Patten Mgmt For Withhold Withhold
1.4 Elect Director Leslie J. Rechan Mgmt For Withhold Withhold
1.5 Elect Director Carl J. Rickertsen Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
NXP Semiconductors N.V.
Meeting Date: 05/27/2020 Country: Netherlands Primary Security ID: N6596X109 Record Date: 04/29/2020 Meeting Type: Annual Ticker: NXPI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NXP Semiconductors N.V.
Shares Voted: 2,752,177
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Adopt Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board Members Mgmt For For For
3a Elect Kurt Sievers as Executive Director Mgmt For For For
3b Reelect Peter Bonfield as Non-Executive Mgmt For For For Director
3c Reelect Kenneth A. Goldman as Mgmt For Against Against Non-Executive Director
3d Reelect Josef Kaeser as Non-Executive Mgmt For For For Director
3e Reelect Lena Olving as Non-Executive Director Mgmt For For For
3f Reelect Peter Smitham as Non-Executive Mgmt For For For Director
3g Reelect Julie Southern as Non-Executive Mgmt For For For Director
3h Reelect Jasmin Staiblin as Non-Executive Mgmt For For For Director
3i Reelect Gregory Summe as Non-Executive Mgmt For For For Director
3j Reelect Karl-Henrik Sundstrom as Mgmt For For For Non-Executive Director
4 Grant Board Authority to Issue Shares Up To Mgmt For For For 10 Percent of Issued Capital
5 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
6 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
7 Approve Cancellation of Ordinary Shares Mgmt For For For
8 Ratify Ernst & Young Accountants LLP as Mgmt For For For Auditors
9 Approve Remuneration of the Members and Mgmt For For For Chairs of the Audit Committee, Compensation Committee, and the Nominating and Governance Committee of the Board
10 Amend Articles to Establish Quorum Mgmt For For For Requirement
11 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
12 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NXP Semiconductors N.V.
Shares Voted: 1,479,349
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Adopt Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Board Members Mgmt For For For
3a Elect Kurt Sievers as Executive Director Mgmt For For For
3b Reelect Peter Bonfield as Non-Executive Mgmt For For For Director
3c Reelect Kenneth A. Goldman as Mgmt For Against Against Non-Executive Director
3d Reelect Josef Kaeser as Non-Executive Mgmt For For For Director
3e Reelect Lena Olving as Non-Executive Director Mgmt For For For
3f Reelect Peter Smitham as Non-Executive Mgmt For For For Director
3g Reelect Julie Southern as Non-Executive Mgmt For For For Director
3h Reelect Jasmin Staiblin as Non-Executive Mgmt For For For Director
3i Reelect Gregory Summe as Non-Executive Mgmt For For For Director
3j Reelect Karl-Henrik Sundstrom as Mgmt For For For Non-Executive Director
4 Grant Board Authority to Issue Shares Up To Mgmt For For For 10 Percent of Issued Capital
5 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
6 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
7 Approve Cancellation of Ordinary Shares Mgmt For For For
8 Ratify Ernst & Young Accountants LLP as Mgmt For For For Auditors
9 Approve Remuneration of the Members and Mgmt For For For Chairs of the Audit Committee, Compensation Committee, and the Nominating and Governance Committee of the Board
10 Amend Articles to Establish Quorum Mgmt For For For Requirement
11 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
12 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PC Connection, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 69318J100 Record Date: 04/28/2020 Meeting Type: Annual Ticker: CNXN
Shares Voted: 27,578
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Patricia Gallup Mgmt For Withhold Withhold
1.2 Elect Director David Hall Mgmt For Withhold Withhold
1.3 Elect Director David Beffa-Negrini Mgmt For For For
1.4 Elect Director Barbara Duckett Mgmt For For For
1.5 Elect Director Jack Ferguson Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 31,397
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Patricia Gallup Mgmt For Withhold Withhold
1.2 Elect Director David Hall Mgmt For Withhold Withhold
1.3 Elect Director David Beffa-Negrini Mgmt For For For
1.4 Elect Director Barbara Duckett Mgmt For For For
1.5 Elect Director Jack Ferguson Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
R1 RCM Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 749397105 Record Date: 04/09/2020 Meeting Type: Annual Ticker: RCM
Shares Voted: 561,061
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael C. Feiner Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
R1 RCM Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Joseph G. Flanagan Mgmt For For For
1.3 Elect Director John B. Henneman, III Mgmt For For For
1.4 Elect Director Alex J. Mandl Mgmt For For For
1.5 Elect Director Neal Moszkowski Mgmt For Withhold Withhold
1.6 Elect Director Ian Sacks Mgmt For Withhold Withhold
1.7 Elect Director Jill Smith Mgmt For For For
1.8 Elect Director Anthony J. Speranzo Mgmt For For For
1.9 Elect Director Anthony R. Tersigni Mgmt For For For
1.10 Elect Director Albert (Bert) R. Zimmerli Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 79,829
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael C. Feiner Mgmt For Withhold Withhold
1.2 Elect Director Joseph G. Flanagan Mgmt For For For
1.3 Elect Director John B. Henneman, III Mgmt For For For
1.4 Elect Director Alex J. Mandl Mgmt For For For
1.5 Elect Director Neal Moszkowski Mgmt For Withhold Withhold
1.6 Elect Director Ian Sacks Mgmt For Withhold Withhold
1.7 Elect Director Jill Smith Mgmt For For For
1.8 Elect Director Anthony J. Speranzo Mgmt For For For
1.9 Elect Director Anthony R. Tersigni Mgmt For For For
1.10 Elect Director Albert (Bert) R. Zimmerli Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Syneos Health, Inc.
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 87166B102 Record Date: 03/30/2020 Meeting Type: Annual Ticker: SYNH Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Syneos Health, Inc.
Shares Voted: 889,683
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bernadette M. Connaughton Mgmt For For For
1b Elect Director Kenneth F. Meyers Mgmt For For For
1c Elect Director Matthew E. Monaghan Mgmt For For For
1d Elect Director Joshua M. Nelson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 313,869
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bernadette M. Connaughton Mgmt For For For
1b Elect Director Kenneth F. Meyers Mgmt For For For
1c Elect Director Matthew E. Monaghan Mgmt For For For
1d Elect Director Joshua M. Nelson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
The Southern Company
Meeting Date: 05/27/2020 Country: USA Primary Security ID: 842587107 Record Date: 03/30/2020 Meeting Type: Annual Ticker: SO
Shares Voted: 49
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Janaki Akella Mgmt For For For
1b Elect Director Juanita Powell Baranco Mgmt For For For
1c Elect Director Jon A. Boscia Mgmt For For For
1d Elect Director Henry A. 'Hal' Clark, III Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Southern Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Anthony F. 'Tony' Earley, Jr. Mgmt For For For
1f Elect Director Thomas A. Fanning Mgmt For For For
1g Elect Director David J. Grain Mgmt For For For
1h Elect Director Donald M. James Mgmt For For For
1i Elect Director John D. Johns Mgmt For For For
1j Elect Director Dale E. Klein Mgmt For For For
1k Elect Director Ernest J. Moniz Mgmt For For For
1l Elect Director William G. Smith, Jr. Mgmt For For For
1m Elect Director Steven R. Specker Mgmt For For For
1n Elect Director E. Jenner Wood, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Require Independent Board Chair SH Against For For
5 Report on Lobbying Payments and Policy SH Against Against Against
Apergy Corporation
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 03755L104 Record Date: 04/23/2020 Meeting Type: Special Ticker: APY
Shares Voted: 1,332,143
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issue Shares in Connection with Mgmt For For For Merger
2 Adjourn Meeting Mgmt For For For
Shares Voted: 389,849
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issue Shares in Connection with Mgmt For For For Merger
2 Adjourn Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Applus Services SA
Meeting Date: 05/28/2020 Country: Spain Primary Security ID: E0534T106 Record Date: 05/22/2020 Meeting Type: Annual Ticker: APPS
Shares Voted: 408,053
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Consolidated and Standalone Mgmt For For For Financial Statements
2 Approve Non-Financial Information Statement Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Discharge of Board Mgmt For For For
5 Renew Appointment of Deloitte as Auditor Mgmt For For For
6 Reelect Nicolas Villen Jimenez as Director Mgmt For For For
7 Authorize Share Repurchase Program Mgmt For For For
8 Authorize Increase in Capital up to 50 Percent Mgmt For Against Against via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 20 Percent
9 Authorize Issuance of Convertible Bonds, Mgmt For Against Against Debentures, Warrants, and Other Debt Securities up to EUR 300 Million with Exclusion of Preemptive Rights up to 20 Percent of Capital
10 Advisory Vote on Remuneration Report Mgmt For For For
11 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Shares Voted: 1,185,386
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Consolidated and Standalone Mgmt For For For Financial Statements
2 Approve Non-Financial Information Statement Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Discharge of Board Mgmt For For For
5 Renew Appointment of Deloitte as Auditor Mgmt For For For
6 Reelect Nicolas Villen Jimenez as Director Mgmt For For For
7 Authorize Share Repurchase Program Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Applus Services SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Authorize Increase in Capital up to 50 Percent Mgmt For Against Against via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 20 Percent
9 Authorize Issuance of Convertible Bonds, Mgmt For Against Against Debentures, Warrants, and Other Debt Securities up to EUR 300 Million with Exclusion of Preemptive Rights up to 20 Percent of Capital
10 Advisory Vote on Remuneration Report Mgmt For For For
11 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Brigham Minerals, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 10918L103 Record Date: 03/31/2020 Meeting Type: Annual Ticker: MNRL
Shares Voted: 24,803
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director W. Howard Keenan, Jr. Mgmt For Against Against
1b Elect Director James R. Levy Mgmt For Against Against
1c Elect Director Richard K. Stoneburner Mgmt For Against Against
2 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 20,151
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director W. Howard Keenan, Jr. Mgmt For Against Against
1b Elect Director James R. Levy Mgmt For Against Against
1c Elect Director Richard K. Stoneburner Mgmt For Against Against
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Champion Real Estate Investment Trust
Meeting Date: 05/28/2020 Country: Hong Kong Primary Security ID: Y1292D109 Record Date: 05/22/2020 Meeting Type: Annual Ticker: 2778
Shares Voted: 73,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Note Audited Financial Statements Together Mgmt with the Auditors' Report
2 Note Appointment of Auditor and Fixing of Mgmt Their Remuneration
3 Elect Cheng Wai Chee, Christopher as Mgmt For Against Against Director
4 Authorize Repurchase of Issued Share Capital Mgmt For For For
Douglas Emmett, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 25960P109 Record Date: 03/30/2020 Meeting Type: Annual Ticker: DEI
Shares Voted: 833,520
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Dan A. Emmett Mgmt For For For
1.2 Elect Director Jordan L. Kaplan Mgmt For For For
1.3 Elect Director Kenneth M. Panzer Mgmt For For For
1.4 Elect Director Christopher H. Anderson Mgmt For Withhold Withhold
1.5 Elect Director Leslie E. Bider Mgmt For For For
1.6 Elect Director David T. Feinberg Mgmt For For For
1.7 Elect Director Virginia A. McFerran Mgmt For Withhold Withhold
1.8 Elect Director Thomas E. O'Hern Mgmt For For For
1.9 Elect Director William E. Simon, Jr. Mgmt For For For
1.10 Elect Director Johnese M. Spisso Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Douglas Emmett, Inc.
Shares Voted: 2,778,191
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Dan A. Emmett Mgmt For For For
1.2 Elect Director Jordan L. Kaplan Mgmt For For For
1.3 Elect Director Kenneth M. Panzer Mgmt For For For
1.4 Elect Director Christopher H. Anderson Mgmt For Withhold Withhold
1.5 Elect Director Leslie E. Bider Mgmt For For For
1.6 Elect Director David T. Feinberg Mgmt For For For
1.7 Elect Director Virginia A. McFerran Mgmt For Withhold Withhold
1.8 Elect Director Thomas E. O'Hern Mgmt For For For
1.9 Elect Director William E. Simon, Jr. Mgmt For For For
1.10 Elect Director Johnese M. Spisso Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
EPISTAR Corp.
Meeting Date: 05/28/2020 Country: Taiwan Primary Security ID: Y2298F106 Record Date: 03/27/2020 Meeting Type: Annual Ticker: 2448
Shares Voted: 358,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Financial Mgmt For For For Statements
2 Approve Statement of Profit and Loss Mgmt For For For Appropriation
3 Approve Issuance of Ordinary Shares to Mgmt For For For Participate in the Issuance of Global Depository Receipt and/or Private Placement of Ordinary Shares
4 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
EPISTAR Corp.
Shares Voted: 136,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Financial Mgmt For For For Statements
2 Approve Statement of Profit and Loss Mgmt For For For Appropriation
3 Approve Issuance of Ordinary Shares to Mgmt For For For Participate in the Issuance of Global Depository Receipt and/or Private Placement of Ordinary Shares
4 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
ESH Hospitality, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 26907Y104 Record Date: 04/08/2020 Meeting Type: Annual Ticker: N/A
Shares Voted: 1,981,224
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce N. Haase Mgmt For For For
1.2 Elect Director Douglas G. Geoga Mgmt For For For
1.3 Elect Director Kapila K. Anand Mgmt For For For
1.4 Elect Director Neil T. Brown Mgmt For For For
1.5 Elect Director Lisa Palmer Mgmt For For For
1.6 Elect Director Steven E. Kent Mgmt For For For
1.7 Elect Director Simon M. Turner Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 338,327
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ESH Hospitality, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce N. Haase Mgmt For For For
1.2 Elect Director Douglas G. Geoga Mgmt For For For
1.3 Elect Director Kapila K. Anand Mgmt For For For
1.4 Elect Director Neil T. Brown Mgmt For For For
1.5 Elect Director Lisa Palmer Mgmt For For For
1.6 Elect Director Steven E. Kent Mgmt For For For
1.7 Elect Director Simon M. Turner Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Essent Group Ltd.
Meeting Date: 05/28/2020 Country: Bermuda Primary Security ID: G3198U102 Record Date: 04/09/2020 Meeting Type: Annual Ticker: ESNT
Shares Voted: 1,044,212
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark A. Casale Mgmt For For For
1.2 Elect Director Douglas J. Pauls Mgmt For For For
1.3 Elect Director William Spiegel Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 175,049
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark A. Casale Mgmt For For For
1.2 Elect Director Douglas J. Pauls Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Essent Group Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director William Spiegel Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
EVERTEC, Inc.
Meeting Date: 05/28/2020 Country: Puerto Rico Primary Security ID: 30040P103 Record Date: 03/31/2020 Meeting Type: Annual Ticker: EVTC
Shares Voted: 1,200,481
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Frank G. D'Angelo Mgmt For For For
1b Elect Director Morgan M. Schuessler, Jr. Mgmt For For For
1c Elect Director Olga Botero Mgmt For For For
1d Elect Director Jorge A. Junquera Mgmt For For For
1e Elect Director Ivan Pagan Mgmt For For For
1f Elect Director Aldo J. Polak Mgmt For Withhold Withhold
1g Elect Director Alan H. Schumacher Mgmt For Withhold Withhold
1h Elect Director Brian J. Smith Mgmt For Withhold Withhold
1i Elect Director Thomas W. Swidarski Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,699,088
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Frank G. D'Angelo Mgmt For For For
1b Elect Director Morgan M. Schuessler, Jr. Mgmt For For For
1c Elect Director Olga Botero Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
EVERTEC, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Jorge A. Junquera Mgmt For For For
1e Elect Director Ivan Pagan Mgmt For For For
1f Elect Director Aldo J. Polak Mgmt For Withhold Withhold
1g Elect Director Alan H. Schumacher Mgmt For Withhold Withhold
1h Elect Director Brian J. Smith Mgmt For Withhold Withhold
1i Elect Director Thomas W. Swidarski Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Extended Stay America, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 30224P200 Record Date: 04/08/2020 Meeting Type: Annual Ticker: STAY
Shares Voted: 1,981,224
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce N. Haase Mgmt For For For
1.2 Elect Director Douglas G. Geoga Mgmt For For For
1.3 Elect Director Kapila K. Anand Mgmt For For For
1.4 Elect Director Ellen Keszler Mgmt For For For
1.5 Elect Director Jodie W. McLean Mgmt For For For
1.6 Elect Director Thomas F. O'Toole Mgmt For For For
1.7 Elect Director Richard F. Wallman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 338,327
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Extended Stay America, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce N. Haase Mgmt For For For
1.2 Elect Director Douglas G. Geoga Mgmt For For For
1.3 Elect Director Kapila K. Anand Mgmt For For For
1.4 Elect Director Ellen Keszler Mgmt For For For
1.5 Elect Director Jodie W. McLean Mgmt For For For
1.6 Elect Director Thomas F. O'Toole Mgmt For For For
1.7 Elect Director Richard F. Wallman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
FedNat Holding Company
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 31431B109 Record Date: 04/02/2020 Meeting Type: Annual Ticker: FNHC
Shares Voted: 71,941
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David K. Patterson Mgmt For For For
1.2 Elect Director Thomas A. Rogers Mgmt For For For
1.3 Elect Director Roberta N. Young Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 77,157
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director David K. Patterson Mgmt For For For
1.2 Elect Director Thomas A. Rogers Mgmt For For For
1.3 Elect Director Roberta N. Young Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FedNat Holding Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Fidelity National Information Services, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 31620M106 Record Date: 04/01/2020 Meeting Type: Annual Ticker: FIS
Shares Voted: 548,101
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lee Adrean Mgmt For For For
1b Elect Director Ellen R. Alemany Mgmt For For For
1c Elect Director Lisa A. Hook Mgmt For For For
1d Elect Director Keith W. Hughes Mgmt For For For
1e Elect Director Gary L. Lauer Mgmt For For For
1f Elect Director Gary A. Norcross Mgmt For For For
1g Elect Director Louise M. Parent Mgmt For For For
1h Elect Director Brian T. Shea Mgmt For For For
1i Elect Director James B. Stallings, Jr. Mgmt For For For
1j Elect Director Jeffrey E. Stiefler Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 1,027,689
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lee Adrean Mgmt For For For
1b Elect Director Ellen R. Alemany Mgmt For For For
1c Elect Director Lisa A. Hook Mgmt For For For
1d Elect Director Keith W. Hughes Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fidelity National Information Services, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Gary L. Lauer Mgmt For For For
1f Elect Director Gary A. Norcross Mgmt For For For
1g Elect Director Louise M. Parent Mgmt For For For
1h Elect Director Brian T. Shea Mgmt For For For
1i Elect Director James B. Stallings, Jr. Mgmt For For For
1j Elect Director Jeffrey E. Stiefler Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Heidrick & Struggles International, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 422819102 Record Date: 03/31/2020 Meeting Type: Annual Ticker: HSII
Shares Voted: 39,948
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Elizabeth L. Axelrod Mgmt For For For
1.2 Elect Director Laszlo Bock Mgmt For For For
1.3 Elect Director Clare M. Chapman Mgmt For For For
1.4 Elect Director Lyle Logan Mgmt For For For
1.5 Elect Director T. Willem Mesdag Mgmt For For For
1.6 Elect Director Krishnan Rajagopalan Mgmt For For For
1.7 Elect Director Stacey Rauch Mgmt For For For
1.8 Elect Director Adam Warby Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify RSM US LLP as Auditor Mgmt For For For
4 Amend Omnibus Stock Plan Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Heidrick & Struggles International, Inc.
Shares Voted: 56,253
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Elizabeth L. Axelrod Mgmt For For For
1.2 Elect Director Laszlo Bock Mgmt For For For
1.3 Elect Director Clare M. Chapman Mgmt For For For
1.4 Elect Director Lyle Logan Mgmt For For For
1.5 Elect Director T. Willem Mesdag Mgmt For For For
1.6 Elect Director Krishnan Rajagopalan Mgmt For For For
1.7 Elect Director Stacey Rauch Mgmt For For For
1.8 Elect Director Adam Warby Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify RSM US LLP as Auditor Mgmt For For For
4 Amend Omnibus Stock Plan Mgmt For Against Against
ICF International, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 44925C103 Record Date: 03/31/2020 Meeting Type: Annual Ticker: ICFI
Shares Voted: 47,503
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sudhakar Kesavan Mgmt For For For
1.2 Elect Director Michael J. Van Handel Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 69,384
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ICF International, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sudhakar Kesavan Mgmt For For For
1.2 Elect Director Michael J. Van Handel Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Industrial Logistics Properties Trust
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 456237106 Record Date: 03/16/2020 Meeting Type: Annual Ticker: ILPT
Shares Voted: 55,965
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce M. Gans Mgmt For Withhold Withhold
1.2 Elect Director Adam D. Portnoy Mgmt For Withhold Withhold
2 Declassify the Board of Directors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
5 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 73,795
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bruce M. Gans Mgmt For Withhold Withhold
1.2 Elect Director Adam D. Portnoy Mgmt For Withhold Withhold
2 Declassify the Board of Directors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
5 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jones Lang LaSalle Incorporated
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 48020Q107 Record Date: 04/03/2020 Meeting Type: Annual Ticker: JLL
Shares Voted: 32,713
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hugo Bague Mgmt For For For
1b Elect Director Matthew Carter, Jr. Mgmt For For For
1c Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1d Elect Director Ming Lu Mgmt For For For
1e Elect Director Bridget A. Macaskill Mgmt For For For
1f Elect Director Deborah H. McAneny Mgmt For For For
1g Elect Director Siddharth (Bobby) N. Mehta Mgmt For For For
1h Elect Director Martin H. Nesbitt Mgmt For For For
1i Elect Director Jeetendra (Jeetu) I. Patel Mgmt For For For
1j Elect Director Sheila A. Penrose Mgmt For For For
1k Elect Director Ann Marie Petach Mgmt For For For
1l Elect Director Christian Ulbrich Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 1,149
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hugo Bague Mgmt For For For
1b Elect Director Matthew Carter, Jr. Mgmt For For For
1c Elect Director Samuel A. Di Piazza, Jr. Mgmt For For For
1d Elect Director Ming Lu Mgmt For For For
1e Elect Director Bridget A. Macaskill Mgmt For For For
1f Elect Director Deborah H. McAneny Mgmt For For For
1g Elect Director Siddharth (Bobby) N. Mehta Mgmt For For For
1h Elect Director Martin H. Nesbitt Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jones Lang LaSalle Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Jeetendra (Jeetu) I. Patel Mgmt For For For
1j Elect Director Sheila A. Penrose Mgmt For For For
1k Elect Director Ann Marie Petach Mgmt For For For
1l Elect Director Christian Ulbrich Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Lamar Advertising Company
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 512816109 Record Date: 03/30/2020 Meeting Type: Annual Ticker: LAMR
Shares Voted: 30
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nancy Fletcher Mgmt For For For
1.2 Elect Director John E. Koerner, III Mgmt For For For
1.3 Elect Director Marshall A. Loeb Mgmt For For For
1.4 Elect Director Stephen P. Mumblow Mgmt For For For
1.5 Elect Director Thomas V. Reifenheiser Mgmt For For For
1.6 Elect Director Anna Reilly Mgmt For For For
1.7 Elect Director Kevin P. Reilly, Jr. Mgmt For For For
1.8 Elect Director Wendell Reilly Mgmt For Withhold Withhold
1.9 Elect Director Elizabeth Thompson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Lomon Billions Group Co., Ltd.
Meeting Date: 05/28/2020 Country: China Primary Security ID: Y3122W109 Record Date: 05/20/2020 Meeting Type: Special Ticker: 002601 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lomon Billions Group Co., Ltd.
Shares Voted: 214,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Company's Eligibility for Private Mgmt For Against Against Placement of Shares
APPROVE PLAN FOR PRIVATE PLACEMENT Mgmt OF NEW SHARES
2.1 Approve Share Type and Par Value Mgmt For Against Against
2.2 Approve Issue Manner and Time Mgmt For Against Against
2.3 Approve Issue Size and Subscription Amount Mgmt For Against Against
2.4 Approve Issue Price and Pricing Basis Mgmt For Against Against
2.5 Approve Lock-up Period Mgmt For Against Against
2.6 Approve Amount and Use of Proceeds Mgmt For Against Against
2.7 Approve Distribution Arrangement of Mgmt For Against Against Cumulative Earnings
2.8 Approve Listing Exchange Mgmt For Against Against
2.9 Approve Resolution Validity Period Mgmt For Against Against
3 Approve Private Placement of Shares Mgmt For Against Against
4 Approve Feasibility Analysis Report on the Mgmt For Against Against Use of Proceeds
5 Approve Impact of Dilution of Current Returns Mgmt For Against Against on Major Financial Indicators and the Relevant Measures to be Taken
6 Approve Authorization of Board to Handle All Mgmt For Against Against Related Matters
7 Approve Report on the Usage of Previously Mgmt For Against Against Raised Funds
8 Approve Verification Report on the Usage of Mgmt For Against Against Previously Raised Funds
9 Approve Signing of Share Subscription Mgmt For Against Against Agreement
APPROVE SIGNING OF STRATEGIC Mgmt COOPERATION AGREEMENT
10.1 Approve Signing of Strategic Cooperation Mgmt For Against Against Agreement with Jinlian (Tianjin) Asset Management Co., Ltd.
10.2 Approve Signing of Strategic Cooperation Mgmt For Against Against Agreement with Henan Asset Management Co., Ltd. Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lomon Billions Group Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10.3 Approve Signing of Strategic Cooperation Mgmt For Against Against Agreement with Guangzhou Xuanyuan Investment Management Co., Ltd.
11 Approve Related Party Transactions in Mgmt For Against Against Connection to Private Placement
12 Approve Shareholder Return Plan Mgmt For For For
13 Amend Management System of the Usage of Mgmt For For For Raised Funds
14 Approve Profit Distribution for the 1st Quarter Mgmt For For For
Shares Voted: 96,380
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Company's Eligibility for Private Mgmt For Against Against Placement of Shares
APPROVE PLAN FOR PRIVATE PLACEMENT Mgmt OF NEW SHARES
2.1 Approve Share Type and Par Value Mgmt For Against Against
2.2 Approve Issue Manner and Time Mgmt For Against Against
2.3 Approve Issue Size and Subscription Amount Mgmt For Against Against
2.4 Approve Issue Price and Pricing Basis Mgmt For Against Against
2.5 Approve Lock-up Period Mgmt For Against Against
2.6 Approve Amount and Use of Proceeds Mgmt For Against Against
2.7 Approve Distribution Arrangement of Mgmt For Against Against Cumulative Earnings
2.8 Approve Listing Exchange Mgmt For Against Against
2.9 Approve Resolution Validity Period Mgmt For Against Against
3 Approve Private Placement of Shares Mgmt For Against Against
4 Approve Feasibility Analysis Report on the Mgmt For Against Against Use of Proceeds
5 Approve Impact of Dilution of Current Returns Mgmt For Against Against on Major Financial Indicators and the Relevant Measures to be Taken
6 Approve Authorization of Board to Handle All Mgmt For Against Against Related Matters
7 Approve Report on the Usage of Previously Mgmt For Against Against Raised Funds Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lomon Billions Group Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Verification Report on the Usage of Mgmt For Against Against Previously Raised Funds
9 Approve Signing of Share Subscription Mgmt For Against Against Agreement
APPROVE SIGNING OF STRATEGIC Mgmt COOPERATION AGREEMENT
10.1 Approve Signing of Strategic Cooperation Mgmt For Against Against Agreement with Jinlian (Tianjin) Asset Management Co., Ltd.
10.2 Approve Signing of Strategic Cooperation Mgmt For Against Against Agreement with Henan Asset Management Co., Ltd.
10.3 Approve Signing of Strategic Cooperation Mgmt For Against Against Agreement with Guangzhou Xuanyuan Investment Management Co., Ltd.
11 Approve Related Party Transactions in Mgmt For Against Against Connection to Private Placement
12 Approve Shareholder Return Plan Mgmt For For For
13 Amend Management System of the Usage of Mgmt For For For Raised Funds
14 Approve Profit Distribution for the 1st Quarter Mgmt For For For
MGM China Holdings Limited
Meeting Date: 05/28/2020 Country: Cayman Islands Primary Security ID: G60744102 Record Date: 05/14/2020 Meeting Type: Annual Ticker: 2282
Shares Voted: 82,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3A1 Elect William Joseph Hornbuckle as Director Mgmt For For For
3A2 Elect Pansy Catilina Chiu King Ho as Director Mgmt For Against Against
3A3 Elect Kenneth Xiaofeng Feng as Director Mgmt For For For
3A4 Elect James Armin Freeman as Director Mgmt For For For
3A5 Elect Daniel Joseph Taylor as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MGM China Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3A6 Elect Russell Francis Banham as Director Mgmt For For For
3A7 Elect Simon Meng as Director Mgmt For For For
3B Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Deloitte Touche Tohmatsu as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
8 Adopt New Share Option Scheme Mgmt For Against Against
Overseas Shipholding Group, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 69036R863 Record Date: 04/02/2020 Meeting Type: Annual Ticker: OSG
Shares Voted: 86,486
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rebecca DeLaet Mgmt For For For
1.2 Elect Director Joseph I. Kronsberg Mgmt For For For
1.3 Elect Director Anja L. Manuel Mgmt For For For
1.4 Elect Director Samuel H. Norton Mgmt For For For
1.5 Elect Director John P. Reddy Mgmt For For For
1.6 Elect Director Julie E. Silcock Mgmt For For For
1.7 Elect Director Gary Eugene Taylor Mgmt For For For
1.8 Elect Director Ty E. Wallach Mgmt For For For
1.9 Elect Director Douglas D. Wheat Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Non-Employee Director Omnibus Mgmt For For For Stock Plan
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Overseas Shipholding Group, Inc.
Shares Voted: 92,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rebecca DeLaet Mgmt For For For
1.2 Elect Director Joseph I. Kronsberg Mgmt For For For
1.3 Elect Director Anja L. Manuel Mgmt For For For
1.4 Elect Director Samuel H. Norton Mgmt For For For
1.5 Elect Director John P. Reddy Mgmt For For For
1.6 Elect Director Julie E. Silcock Mgmt For For For
1.7 Elect Director Gary Eugene Taylor Mgmt For For For
1.8 Elect Director Ty E. Wallach Mgmt For For For
1.9 Elect Director Douglas D. Wheat Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Non-Employee Director Omnibus Mgmt For For For Stock Plan
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For
PennyMac Financial Services, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 70932M107 Record Date: 03/30/2020 Meeting Type: Annual Ticker: PFSI
Shares Voted: 108,638
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stanford L. Kurland Mgmt For For For
1b Elect Director David A. Spector Mgmt For For For
1c Elect Director Anne D. McCallion Mgmt For For For
1d Elect Director Matthew Botein Mgmt For For For
1e Elect Director James K. Hunt Mgmt For For For
1f Elect Director Patrick Kinsella Mgmt For For For
1g Elect Director Joseph Mazzella Mgmt For For For
1h Elect Director Farhad Nanji Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PennyMac Financial Services, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Jeffrey A. Perlowitz Mgmt For For For
1j Elect Director Theodore W. Tozer Mgmt For For For
1k Elect Director Emily Youssouf Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Shares Voted: 169,068
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stanford L. Kurland Mgmt For For For
1b Elect Director David A. Spector Mgmt For For For
1c Elect Director Anne D. McCallion Mgmt For For For
1d Elect Director Matthew Botein Mgmt For For For
1e Elect Director James K. Hunt Mgmt For For For
1f Elect Director Patrick Kinsella Mgmt For For For
1g Elect Director Joseph Mazzella Mgmt For For For
1h Elect Director Farhad Nanji Mgmt For For For
1i Elect Director Jeffrey A. Perlowitz Mgmt For For For
1j Elect Director Theodore W. Tozer Mgmt For For For
1k Elect Director Emily Youssouf Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Powertech Technology, Inc.
Meeting Date: 05/28/2020 Country: Taiwan Primary Security ID: Y7083Y103 Record Date: 03/27/2020 Meeting Type: Annual Ticker: 6239 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Powertech Technology, Inc.
Shares Voted: 28,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Issuance of Ordinary Shares to Mgmt For Against Against Participate in the Issuance of Global Depository Receipt or Issuance of New Shares for Public Offering or Issuance of Marketable Securities via Private Placement or Issuance of Convertible Bonds
ELECT NON-INDEPENDENT DIRECTORS AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
4.1 Elect D.K. Tsai with Shareholder No. 641, as Mgmt For Against Against Non-Independent Director
4.2 Elect J.Y. Hung with Shareholder No. 19861, Mgmt For Against Against as Non-Independent Director
4.3 Elect J.S. Leu with Shareholder No. 302, as Mgmt For Against Against Non-Independent Director
4.4 Elect Shigeo Koguchi, a Representative of Mgmt For Against Against KTC-SUN Corp. with Shareholder No. 135526, as Non-Independent Director
4.5 Elect Dephne Wu, a Representative of Mgmt For Against Against KTC-SUN Corp. (KTC-TU Corp.) with Shareholder No. 135526, as Non-Independent Director
4.6 Elect Boris Hsieh, a Representative of Mgmt For Against Against GREATEK ELECTRONICS INC. with Shareholder No. 179536, as Non-Independent Director
4.7 Elect Kenjiro Hara, a Representative of Kioxia Mgmt For Against Against Semiconductor Taiwan Corporation with Shareholder No. 2509, as Non-Independent Director
4.8 Elect Jim W.L. Cheng with Shareholder No. Mgmt For Against Against 195 as Independent Director
4.9 Elect Pei-Ing Lee with ID No. N103301XXX as Mgmt For For For Independent Director
4.10 Elect Morgan Chang with ID No. B100035XXX Mgmt For For For as Independent Director
4.11 Elect Jui-Tsung Chen with ID No. Mgmt For Against Against B100071XXX as Independent Director
5 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Quanta Services, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 74762E102 Record Date: 03/31/2020 Meeting Type: Annual Ticker: PWR
Shares Voted: 29,826
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Earl C. (Duke) Austin, Jr. Mgmt For For For
1.2 Elect Director Doyle N. Beneby Mgmt For For For
1.3 Elect Director J. Michal Conaway Mgmt For For For
1.4 Elect Director Vincent D. Foster Mgmt For For For
1.5 Elect Director Bernard Fried Mgmt For For For
1.6 Elect Director Worthing F. Jackman Mgmt For For For
1.7 Elect Director David M. McClanahan Mgmt For For For
1.8 Elect Director Margaret B. Shannon Mgmt For For For
1.9 Elect Director Pat Wood, III Mgmt For For For
1.10 Elect Director Martha B. Wyrsch Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Shares Voted: 32,417
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Earl C. (Duke) Austin, Jr. Mgmt For For For
1.2 Elect Director Doyle N. Beneby Mgmt For For For
1.3 Elect Director J. Michal Conaway Mgmt For For For
1.4 Elect Director Vincent D. Foster Mgmt For For For
1.5 Elect Director Bernard Fried Mgmt For For For
1.6 Elect Director Worthing F. Jackman Mgmt For For For
1.7 Elect Director David M. McClanahan Mgmt For For For
1.8 Elect Director Margaret B. Shannon Mgmt For For For
1.9 Elect Director Pat Wood, III Mgmt For For For
1.10 Elect Director Martha B. Wyrsch Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Quanta Services, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Seven & i Holdings Co., Ltd.
Meeting Date: 05/28/2020 Country: Japan Primary Security ID: J7165H108 Record Date: 02/29/2020 Meeting Type: Annual Ticker: 3382
Shares Voted: 109,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 51
2 Amend Articles to Amend Provisions on Mgmt For For For Number of Directors - Clarify Director Authority on Board Meetings
3.1 Elect Director Isaka, Ryuichi Mgmt For Against Against
3.2 Elect Director Goto, Katsuhiro Mgmt For Against Against
3.3 Elect Director Ito, Junro Mgmt For Against Against
3.4 Elect Director Yamaguchi, Kimiyoshi Mgmt For Against Against
3.5 Elect Director Maruyama, Yoshimichi Mgmt For For For
3.6 Elect Director Nagamatsu, Fumihiko Mgmt For Against Against
3.7 Elect Director Kimura, Shigeki Mgmt For Against Against
3.8 Elect Director Joseph M. DePinto Mgmt For Against Against
3.9 Elect Director Tsukio, Yoshio Mgmt For Against Against
3.10 Elect Director Ito, Kunio Mgmt For Against Against
3.11 Elect Director Yonemura, Toshiro Mgmt For Against Against
3.12 Elect Director Higashi, Tetsuro Mgmt For Against Against
3.13 Elect Director Rudy, Kazuko Mgmt For Against Against
Shares Voted: 335,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Seven & i Holdings Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 51
2 Amend Articles to Amend Provisions on Mgmt For For For Number of Directors - Clarify Director Authority on Board Meetings
3.1 Elect Director Isaka, Ryuichi Mgmt For Against Against
3.2 Elect Director Goto, Katsuhiro Mgmt For Against Against
3.3 Elect Director Ito, Junro Mgmt For Against Against
3.4 Elect Director Yamaguchi, Kimiyoshi Mgmt For Against Against
3.5 Elect Director Maruyama, Yoshimichi Mgmt For For For
3.6 Elect Director Nagamatsu, Fumihiko Mgmt For Against Against
3.7 Elect Director Kimura, Shigeki Mgmt For Against Against
3.8 Elect Director Joseph M. DePinto Mgmt For Against Against
3.9 Elect Director Tsukio, Yoshio Mgmt For Against Against
3.10 Elect Director Ito, Kunio Mgmt For Against Against
3.11 Elect Director Yonemura, Toshiro Mgmt For Against Against
3.12 Elect Director Higashi, Tetsuro Mgmt For Against Against
3.13 Elect Director Rudy, Kazuko Mgmt For Against Against
WESCO International, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 95082P105 Record Date: 04/03/2020 Meeting Type: Annual Ticker: WCC
Shares Voted: 1,265,267
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John J. Engel Mgmt For For For
1.2 Elect Director Matthew J. Espe Mgmt For For For
1.3 Elect Director Bobby J. Griffin Mgmt For For For
1.4 Elect Director John K. Morgan Mgmt For For For
1.5 Elect Director Steven A. Raymund Mgmt For For For
1.6 Elect Director James L. Singleton Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
WESCO International, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Easwaran Sundaram Mgmt For For For
1.8 Elect Director Laura K. Thompson Mgmt For For For
1.9 Elect Director Lynn M. Utter Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Shares Voted: 229,820
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John J. Engel Mgmt For For For
1.2 Elect Director Matthew J. Espe Mgmt For For For
1.3 Elect Director Bobby J. Griffin Mgmt For For For
1.4 Elect Director John K. Morgan Mgmt For For For
1.5 Elect Director Steven A. Raymund Mgmt For For For
1.6 Elect Director James L. Singleton Mgmt For For For
1.7 Elect Director Easwaran Sundaram Mgmt For For For
1.8 Elect Director Laura K. Thompson Mgmt For For For
1.9 Elect Director Lynn M. Utter Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Wheeler Real Estate Investment Trust, Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 963025705 Record Date: 03/25/2020 Meeting Type: Annual Ticker: WHLR
Shares Voted: 80,809
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Clayton Andrews Mgmt For For For
1.2 Elect Director Kerry G. Campbell Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wheeler Real Estate Investment Trust, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Stefani Carter Mgmt For For For
1.4 Elect Director Andrew R. Jones Mgmt For For For
1.5 Elect Director Daniel Khoshaba Mgmt For For For
1.6 Elect Director Paula J. Poskon Mgmt For For For
1.7 Elect Director Joseph D. Stilwell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Amend Articles of Incorporation to Remove Mgmt For For For Restrictions Regarding Purchase or Acquisition of Parity Preferred Stock when Accrued or Unpaid Dividends Have Not Been Paid
4 Amend Bylaws to Allow Shareholders to Mgmt For For For Amend the Bylaws
5 Ratify Cherry Bekaert LLP as Auditors Mgmt For For For
Shares Voted: 33,976
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Clayton Andrews Mgmt For For For
1.2 Elect Director Kerry G. Campbell Mgmt For For For
1.3 Elect Director Stefani Carter Mgmt For For For
1.4 Elect Director Andrew R. Jones Mgmt For For For
1.5 Elect Director Daniel Khoshaba Mgmt For For For
1.6 Elect Director Paula J. Poskon Mgmt For For For
1.7 Elect Director Joseph D. Stilwell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Amend Articles of Incorporation to Remove Mgmt For For For Restrictions Regarding Purchase or Acquisition of Parity Preferred Stock when Accrued or Unpaid Dividends Have Not Been Paid
4 Amend Bylaws to Allow Shareholders to Mgmt For For For Amend the Bylaws
5 Ratify Cherry Bekaert LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AIA Group Limited
Meeting Date: 05/29/2020 Country: Hong Kong Primary Security ID: Y002A1105 Record Date: 05/25/2020 Meeting Type: Annual Ticker: 1299
Shares Voted: 5,448
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Elect Edmund Sze-Wing Tse as Director Mgmt For Against Against
4 Elect Jack Chak-Kwong So as Director Mgmt For Against Against
5 Elect Mohamed Azman Yahya Director Mgmt For Against Against
6 Approve PricewaterhouseCoopers as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
7A Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
7B Authorize Repurchase of Issued Share Capital Mgmt For For For
8 Approve New Share Option Scheme and Mgmt For For For Terminate Existing Share Option Scheme
Shares Voted: 21,520
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Elect Edmund Sze-Wing Tse as Director Mgmt For Against Against
4 Elect Jack Chak-Kwong So as Director Mgmt For Against Against
5 Elect Mohamed Azman Yahya Director Mgmt For Against Against
6 Approve PricewaterhouseCoopers as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
7A Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
7B Authorize Repurchase of Issued Share Capital Mgmt For For For
8 Approve New Share Option Scheme and Mgmt For For For Terminate Existing Share Option Scheme Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Anhui Conch Cement Company Limited
Meeting Date: 05/29/2020 Country: China Primary Security ID: Y01373102 Record Date: 04/28/2020 Meeting Type: Annual Ticker: 914
Shares Voted: 2,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Supervisory Mgmt For For For Committee
3 Approve 2019 Audited Financial Reports Mgmt For For For
4 Approve KPMG Huazhen LLP as PRC and Mgmt For For For Internal Control Auditor, KPMG as International Financial Auditor, and Authorize Board to Fix Their Remuneration
5 Approve 2019 Profit Appropriation Proposal Mgmt For For For and Declaration of Final Dividend
6 Approve Provision of Guarantee to Mgmt For For For Subsidiaries and Invested Companies
7 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders
8 Approve Amendments to Articles of Mgmt For For For Association
9 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
Ardmore Shipping Corporation
Meeting Date: 05/29/2020 Country: Marshall Isl Primary Security ID: Y0207T100 Record Date: 04/06/2020 Meeting Type: Annual Ticker: ASC
Shares Voted: 33,384
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mats Berglund Mgmt For For For
1.2 Elect Director Kirsi Tikka Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ardmore Shipping Corporation
Shares Voted: 26,031
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mats Berglund Mgmt For For For
1.2 Elect Director Kirsi Tikka Mgmt For For For
Lowe's Companies, Inc.
Meeting Date: 05/29/2020 Country: USA Primary Security ID: 548661107 Record Date: 03/23/2020 Meeting Type: Annual Ticker: LOW
Shares Voted: 338,356
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Raul Alvarez Mgmt For For For
1.2 Elect Director David H. Batchelder Mgmt For For For
1.3 Elect Director Angela F. Braly Mgmt For For For
1.4 Elect Director Sandra B. Cochran Mgmt For For For
1.5 Elect Director Laurie Z. Douglas Mgmt For For For
1.6 Elect Director Richard W. Dreiling Mgmt For For For
1.7 Elect Director Marvin R. Ellison Mgmt For For For
1.8 Elect Director Brian C. Rogers Mgmt For For For
1.9 Elect Director Bertram L. Scott Mgmt For For For
1.10 Elect Director Lisa W. Wardell Mgmt For For For
1.11 Elect Director Eric C. Wiseman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
4 Reduce Ownership Threshold for Mgmt For For For Shareholders to Call Special Meeting
5 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
6 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lowe's Companies, Inc.
Shares Voted: 33,606
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Raul Alvarez Mgmt For For For
1.2 Elect Director David H. Batchelder Mgmt For For For
1.3 Elect Director Angela F. Braly Mgmt For For For
1.4 Elect Director Sandra B. Cochran Mgmt For For For
1.5 Elect Director Laurie Z. Douglas Mgmt For For For
1.6 Elect Director Richard W. Dreiling Mgmt For For For
1.7 Elect Director Marvin R. Ellison Mgmt For For For
1.8 Elect Director Brian C. Rogers Mgmt For For For
1.9 Elect Director Bertram L. Scott Mgmt For For For
1.10 Elect Director Lisa W. Wardell Mgmt For For For
1.11 Elect Director Eric C. Wiseman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
4 Reduce Ownership Threshold for Mgmt For For For Shareholders to Call Special Meeting
5 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
6 Reduce Ownership Threshold for SH Against For For Shareholders to Call Special Meeting
LyondellBasell Industries N.V.
Meeting Date: 05/29/2020 Country: Netherlands Primary Security ID: N53745100 Record Date: 05/01/2020 Meeting Type: Annual Ticker: LYB
Shares Voted: 5,761
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jacques Aigrain Mgmt For For For
1b Elect Director Lincoln Benet Mgmt For For For
1c Elect Director Jagjeet (Jeet) Bindra Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LyondellBasell Industries N.V.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Robin Buchanan Mgmt For For For
1e Elect Director Stephen Cooper Mgmt For For For
1f Elect Director Nance Dicciani Mgmt For For For
1g Elect Director Claire Farley Mgmt For For For
1h Elect Director Isabella (Bella) Goren Mgmt For For For
1i Elect Director Michael Hanley Mgmt For For For
1j Elect Director Albert Manifold Mgmt For For For
1k Elect Director Bhavesh (Bob) Patel Mgmt For For For
2 Approve Discharge of the Members of the Mgmt For For For Board of Directors
3 Adopt Financial Statements and Statutory Mgmt For For For Reports
4 Ratify PricewaterhouseCoopers Accountants Mgmt For For For N.V. as Auditors
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
6 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
7 Approve Dividends of USD 4.20 Per Share Mgmt For For For
8 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
9 Approve Cancellation of Shares Mgmt For For For
Shares Voted: 6,178
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jacques Aigrain Mgmt For For For
1b Elect Director Lincoln Benet Mgmt For For For
1c Elect Director Jagjeet (Jeet) Bindra Mgmt For For For
1d Elect Director Robin Buchanan Mgmt For For For
1e Elect Director Stephen Cooper Mgmt For For For
1f Elect Director Nance Dicciani Mgmt For For For
1g Elect Director Claire Farley Mgmt For For For
1h Elect Director Isabella (Bella) Goren Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LyondellBasell Industries N.V.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Michael Hanley Mgmt For For For
1j Elect Director Albert Manifold Mgmt For For For
1k Elect Director Bhavesh (Bob) Patel Mgmt For For For
2 Approve Discharge of the Members of the Mgmt For For For Board of Directors
3 Adopt Financial Statements and Statutory Mgmt For For For Reports
4 Ratify PricewaterhouseCoopers Accountants Mgmt For For For N.V. as Auditors
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
6 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
7 Approve Dividends of USD 4.20 Per Share Mgmt For For For
8 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
9 Approve Cancellation of Shares Mgmt For For For
Total SA
Meeting Date: 05/29/2020 Country: France Primary Security ID: F92124100 Record Date: 05/27/2020 Meeting Type: Annual/Special Ticker: FP
Shares Voted: 652,428
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.68 per Share and Option for Stock Dividend Program
4 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
5 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Total SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Reelect Patricia Barbizet as Director Mgmt For For For
7 Reelect Marie-Christine Coisne-Roquette as Mgmt For For For Director
8 Reelect Mark Cutifani as Director Mgmt For For For
9 Elect Jerome Contamine as Director Mgmt For For For
10 Approve Compensation Report of Corporate Mgmt For For For Officers
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Compensation of Patrick Pouyanne, Mgmt For For For Chairman and CEO
13 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
Extraordinary Business Mgmt
14 Approve Change of Corporate Form to Societe Mgmt For For For Europeenne (SE) and Amend Bylaws Accordingly
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion
16 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million
17 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million
18 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 16 and 17
19 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize up to 0.75 Percent of Issued Capital Mgmt For For For for Use in Stock Option Plans
Shareholders Proposal Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Total SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
A Instruct Company to Set and Publish Targets SH Against Against Against for Greenhouse Gas (GHG) Emissions Aligned with the Goal of the Paris Climate Agreement and Amend Article 19 of Bylaws Accordingly
Shares Voted: 817,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.68 per Share and Option for Stock Dividend Program
4 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
5 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
6 Reelect Patricia Barbizet as Director Mgmt For For For
7 Reelect Marie-Christine Coisne-Roquette as Mgmt For For For Director
8 Reelect Mark Cutifani as Director Mgmt For For For
9 Elect Jerome Contamine as Director Mgmt For For For
10 Approve Compensation Report of Corporate Mgmt For For For Officers
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Compensation of Patrick Pouyanne, Mgmt For For For Chairman and CEO
13 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
Extraordinary Business Mgmt
14 Approve Change of Corporate Form to Societe Mgmt For For For Europeenne (SE) and Amend Bylaws Accordingly Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Total SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion
16 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million
17 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million
18 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 16 and 17
19 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize up to 0.75 Percent of Issued Capital Mgmt For For For for Use in Stock Option Plans
Shareholders Proposal Mgmt
A Instruct Company to Set and Publish Targets SH Against Against Against for Greenhouse Gas (GHG) Emissions Aligned with the Goal of the Paris Climate Agreement and Amend Article 19 of Bylaws Accordingly
Total SA
Meeting Date: 05/29/2020 Country: France Primary Security ID: F92124100 Record Date: 04/24/2020 Meeting Type: Annual/Special Ticker: FP
Shares Voted: 2,312,011
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Total SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.68 per Share and Option for Stock Dividend Program
4 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
5 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
6 Reelect Patricia Barbizet as Director Mgmt For For For
7 Reelect Marie-Christine Coisne-Roquette as Mgmt For For For Director
8 Reelect Mark Cutifani as Director Mgmt For For For
9 Elect Jerome Contamine as Director Mgmt For For For
10 Approve Compensation Report of Corporate Mgmt For For For Officers
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Compensation of Patrick Pouyanne, Mgmt For For For Chairman and CEO
13 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
Extraordinary Business Mgmt
14 Approve Change of Corporate Form to Societe Mgmt For For For Europeenne (SE) and Amend Bylaws Accordingly
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion
16 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million
17 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million
18 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 16 and 17
19 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Total SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize up to 0.75 Percent of Issued Capital Mgmt For For For for Use in Stock Option Plans
Shareholders Proposal Mgmt
A Instruct Company to Set and Publish Targets SH Against Against Against for Greenhouse Gas (GHG) Emissions Aligned with the Goal of the Paris Climate Agreement and Amend Article 19 of Bylaws Accordingly
Shares Voted: 726,217
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.68 per Share and Option for Stock Dividend Program
4 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
5 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
6 Reelect Patricia Barbizet as Director Mgmt For For For
7 Reelect Marie-Christine Coisne-Roquette as Mgmt For For For Director
8 Reelect Mark Cutifani as Director Mgmt For For For
9 Elect Jerome Contamine as Director Mgmt For For For
10 Approve Compensation Report of Corporate Mgmt For For For Officers
11 Approve Remuneration Policy of Directors Mgmt For For For
12 Approve Compensation of Patrick Pouyanne, Mgmt For For For Chairman and CEO
13 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
Extraordinary Business Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Total SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Approve Change of Corporate Form to Societe Mgmt For For For Europeenne (SE) and Amend Bylaws Accordingly
15 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion
16 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million
17 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million
18 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 16 and 17
19 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize up to 0.75 Percent of Issued Capital Mgmt For For For for Use in Stock Option Plans
Shareholders Proposal Mgmt
A Instruct Company to Set and Publish Targets SH Against Against Against for Greenhouse Gas (GHG) Emissions Aligned with the Goal of the Paris Climate Agreement and Amend Article 19 of Bylaws Accordingly
Wuliangye Yibin Co., Ltd.
Meeting Date: 05/29/2020 Country: China Primary Security ID: Y9718N106 Record Date: 05/22/2020 Meeting Type: Annual Ticker: 000858
Shares Voted: 78,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Annual Report Mgmt For For For
2 Approve Report of the Board of Directors Mgmt For For For
3 Approve Report of the Board of Supervisors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wuliangye Yibin Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Financial Statements Mgmt For For For
5 Approve Profit Distribution Mgmt For For For
6 Approve Daily Related-party Transactions Mgmt For Against Against
7 Approve Appointment of Auditor Mgmt For For For
8 Approve Amendments to Articles of Mgmt For For For Association
9 Approve Change in Usage and Implementing Mgmt For For For Party of Raised Funds Investment Project
10 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders
11 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Directors
12 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Supervisors
13 Approve Comprehensive Budget Plan Mgmt For For For
ELECT SUPERVISORS VIA CUMULATIVE Mgmt VOTING
14.1 Elect Liu Feng as Supervisor Mgmt For For For
14.2 Elect Yang Ling as Supervisor Mgmt For For For
Shares Voted: 35,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Annual Report Mgmt For For For
2 Approve Report of the Board of Directors Mgmt For For For
3 Approve Report of the Board of Supervisors Mgmt For For For
4 Approve Financial Statements Mgmt For For For
5 Approve Profit Distribution Mgmt For For For
6 Approve Daily Related-party Transactions Mgmt For Against Against
7 Approve Appointment of Auditor Mgmt For For For
8 Approve Amendments to Articles of Mgmt For For For Association
9 Approve Change in Usage and Implementing Mgmt For For For Party of Raised Funds Investment Project
10 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wuliangye Yibin Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Directors
12 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Supervisors
13 Approve Comprehensive Budget Plan Mgmt For For For
ELECT SUPERVISORS VIA CUMULATIVE Mgmt VOTING
14.1 Elect Liu Feng as Supervisor Mgmt For For For
14.2 Elect Yang Ling as Supervisor Mgmt For For For
Wynn Macau Limited
Meeting Date: 05/29/2020 Country: Cayman Islands Primary Security ID: G98149100 Record Date: 05/22/2020 Meeting Type: Annual Ticker: 1128
Shares Voted: 7,996,225
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Matthew O. Maddox as Director Mgmt For For For
2b Elect Nicholas Sallnow-Smith as Director Mgmt For For For
2c Elect Bruce Rockowitz as Director Mgmt For For For
3 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Ernst & Young as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
5 Authorize Repurchase of Issued Share Capital Mgmt For For For
6 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
8 Approve Issuance of Shares Under the Mgmt For Against Against Employee Ownership Scheme
9 Approve Increase the Scheme Limit Under the Mgmt For Against Against Employee Ownership Scheme Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wynn Macau Limited
Shares Voted: 11,282,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Matthew O. Maddox as Director Mgmt For For For
2b Elect Nicholas Sallnow-Smith as Director Mgmt For For For
2c Elect Bruce Rockowitz as Director Mgmt For For For
3 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Ernst & Young as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
5 Authorize Repurchase of Issued Share Capital Mgmt For For For
6 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
8 Approve Issuance of Shares Under the Mgmt For Against Against Employee Ownership Scheme
9 Approve Increase the Scheme Limit Under the Mgmt For Against Against Employee Ownership Scheme
Hexcel Corporation
Meeting Date: 06/01/2020 Country: USA Primary Security ID: 428291108 Record Date: 04/15/2020 Meeting Type: Annual Ticker: HXL
Shares Voted: 7,280
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nick L. Stanage Mgmt For For For
1b Elect Director Joel S. Beckman Mgmt For For For
1c Elect Director Jeffrey C. Campbell Mgmt For For For
1d Elect Director Cynthia M. Egnotovich Mgmt For For For
1e Elect Director Thomas A. Gendron Mgmt For For For
1f Elect Director Jeffrey A. Graves Mgmt For For For
1g Elect Director Guy C. Hachey Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hexcel Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Catherine A. Suever Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 7,508
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nick L. Stanage Mgmt For For For
1b Elect Director Joel S. Beckman Mgmt For For For
1c Elect Director Jeffrey C. Campbell Mgmt For For For
1d Elect Director Cynthia M. Egnotovich Mgmt For For For
1e Elect Director Thomas A. Gendron Mgmt For For For
1f Elect Director Jeffrey A. Graves Mgmt For For For
1g Elect Director Guy C. Hachey Mgmt For For For
1h Elect Director Catherine A. Suever Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
SL Green Realty Corp.
Meeting Date: 06/01/2020 Country: USA Primary Security ID: 78440X101 Record Date: 03/31/2020 Meeting Type: Annual Ticker: SLG
Shares Voted: 55,536
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John H. Alschuler Mgmt For For For
1b Elect Director Betsy Atkins Mgmt For For For
1c Elect Director Edwin T. Burton, III Mgmt For For For
1d Elect Director Lauren B. Dillard Mgmt For For For
1e Elect Director Stephen L. Green Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SL Green Realty Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Craig M. Hatkoff Mgmt For For For
1g Elect Director Marc Holliday Mgmt For For For
1h Elect Director John S. Levy Mgmt For For For
1i Elect Director Andrew W. Mathias Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 2,022
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John H. Alschuler Mgmt For For For
1b Elect Director Betsy Atkins Mgmt For For For
1c Elect Director Edwin T. Burton, III Mgmt For For For
1d Elect Director Lauren B. Dillard Mgmt For For For
1e Elect Director Stephen L. Green Mgmt For For For
1f Elect Director Craig M. Hatkoff Mgmt For For For
1g Elect Director Marc Holliday Mgmt For For For
1h Elect Director John S. Levy Mgmt For For For
1i Elect Director Andrew W. Mathias Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
UnitedHealth Group Incorporated
Meeting Date: 06/01/2020 Country: USA Primary Security ID: 91324P102 Record Date: 04/07/2020 Meeting Type: Annual Ticker: UNH
Shares Voted: 1,125,902
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard T. Burke Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UnitedHealth Group Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Timothy P. Flynn Mgmt For For For
1c Elect Director Stephen J. Hemsley Mgmt For For For
1d Elect Director Michele J. Hooper Mgmt For For For
1e Elect Director F. William McNabb, III Mgmt For For For
1f Elect Director Valerie C. Montgomery Rice Mgmt For For For
1g Elect Director John H. Noseworthy Mgmt For For For
1h Elect Director Glenn M. Renwick Mgmt For For For
1i Elect Director David S. Wichmann Mgmt For For For
1j Elect Director Gail R. Wilensky Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Approve Omnibus Stock Plan Mgmt For For For
5 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Shares Voted: 262,575
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard T. Burke Mgmt For For For
1b Elect Director Timothy P. Flynn Mgmt For For For
1c Elect Director Stephen J. Hemsley Mgmt For For For
1d Elect Director Michele J. Hooper Mgmt For For For
1e Elect Director F. William McNabb, III Mgmt For For For
1f Elect Director Valerie C. Montgomery Rice Mgmt For For For
1g Elect Director John H. Noseworthy Mgmt For For For
1h Elect Director Glenn M. Renwick Mgmt For For For
1i Elect Director David S. Wichmann Mgmt For For For
1j Elect Director Gail R. Wilensky Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UnitedHealth Group Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Omnibus Stock Plan Mgmt For For For
5 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
Cognizant Technology Solutions Corporation
Meeting Date: 06/02/2020 Country: USA Primary Security ID: 192446102 Record Date: 04/06/2020 Meeting Type: Annual Ticker: CTSH
Shares Voted: 645,657
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Zein Abdalla Mgmt For For For
1b Elect Director Vinita Bali Mgmt For Against Against
1c Elect Director Maureen Breakiron-Evans Mgmt For For For
1d Elect Director Archana Deskus Mgmt For For For
1e Elect Director John M. Dineen Mgmt For For For
1f Elect Director John N. Fox, Jr. Mgmt For For For
1g Elect Director Brian Humphries Mgmt For For For
1h Elect Director Leo S. Mackay, Jr. Mgmt For For For
1i Elect Director Michael Patsalos-Fox Mgmt For For For
1j Elect Director Joseph M. Velli Mgmt For For For
1k Elect Director Sandra S. Wijnberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 83,263
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Zein Abdalla Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cognizant Technology Solutions Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Vinita Bali Mgmt For Against Against
1c Elect Director Maureen Breakiron-Evans Mgmt For For For
1d Elect Director Archana Deskus Mgmt For For For
1e Elect Director John M. Dineen Mgmt For For For
1f Elect Director John N. Fox, Jr. Mgmt For For For
1g Elect Director Brian Humphries Mgmt For For For
1h Elect Director Leo S. Mackay, Jr. Mgmt For For For
1i Elect Director Michael Patsalos-Fox Mgmt For For For
1j Elect Director Joseph M. Velli Mgmt For For For
1k Elect Director Sandra S. Wijnberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Provide Right to Act by Written Consent SH Against For For
Glencore Plc
Meeting Date: 06/02/2020 Country: Jersey Primary Security ID: G39420107 Record Date: 05/31/2020 Meeting Type: Annual Ticker: GLEN
Shares Voted: 6,103,055
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Re-elect Anthony Hayward as Director Mgmt For For For
3 Re-elect Ivan Glasenberg as Director Mgmt For For For
4 Re-elect Peter Coates as Director Mgmt For For For
5 Re-elect Leonhard Fischer as Director Mgmt For For For
6 Re-elect Martin Gilbert as Director Mgmt For For For
7 Re-elect John Mack as Director Mgmt For For For
8 Re-elect Gill Marcus as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Glencore Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Re-elect Patrice Merrin as Director Mgmt For For For
10 Elect Kalidas Madhavpeddi as Director Mgmt For For For
11 Approve Remuneration Policy Mgmt For For For
12 Approve Remuneration Report Mgmt For For For
13 Reappoint Deloitte LLP as Auditors Mgmt For For For
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise Issue of Equity Mgmt For For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
18 Authorise Market Purchase of Ordinary Shares Mgmt For For For
Shares Voted: 6,179,526
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Re-elect Anthony Hayward as Director Mgmt For For For
3 Re-elect Ivan Glasenberg as Director Mgmt For For For
4 Re-elect Peter Coates as Director Mgmt For For For
5 Re-elect Leonhard Fischer as Director Mgmt For For For
6 Re-elect Martin Gilbert as Director Mgmt For For For
7 Re-elect John Mack as Director Mgmt For For For
8 Re-elect Gill Marcus as Director Mgmt For For For
9 Re-elect Patrice Merrin as Director Mgmt For For For
10 Elect Kalidas Madhavpeddi as Director Mgmt For For For
11 Approve Remuneration Policy Mgmt For For For
12 Approve Remuneration Report Mgmt For For For
13 Reappoint Deloitte LLP as Auditors Mgmt For For For
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Glencore Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
15 Authorise Issue of Equity Mgmt For For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
18 Authorise Market Purchase of Ordinary Shares Mgmt For For For
NeoPhotonics Corporation
Meeting Date: 06/02/2020 Country: USA Primary Security ID: 64051T100 Record Date: 04/09/2020 Meeting Type: Annual Ticker: NPTN
Shares Voted: 68,597
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Timothy S. Jenks Mgmt For For For
1.2 Elect Director Yanbing Li Mgmt For For For
2 Ratify BDO USA, LLP as Auditors Mgmt For For For
3 Approve Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 16,887
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Timothy S. Jenks Mgmt For For For
1.2 Elect Director Yanbing Li Mgmt For For For
2 Ratify BDO USA, LLP as Auditors Mgmt For For For
3 Approve Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sampo Oyj
Meeting Date: 06/02/2020 Country: Finland Primary Security ID: X75653109 Record Date: 05/20/2020 Meeting Type: Annual Ticker: SAMPO
Shares Voted: 272,377
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Call the Meeting to Order Mgmt
3 Designate Inspector or Shareholder Mgmt For For For Representative(s) of Minutes of Meeting
4 Acknowledge Proper Convening of Meeting Mgmt For For For
5 Prepare and Approve List of Shareholders Mgmt For For For
6 Receive Financial Statements and Statutory Mgmt Reports; Receive Board's Report; Receive Auditor's Report
7 Accept Financial Statements and Statutory Mgmt For For For Reports
8 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.50 Per Share
9 Approve Discharge of Board and President Mgmt For For For
10 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
11 Approve Remuneration of Directors in the Mgmt For For For Amount of EUR 180,000 for Chairman and EUR 93,000 for Other Directors; Approve Remuneration for Committee Work
12 Fix Number of Directors at Eight Mgmt For For For
13 Reelect Christian Clausen, Fiona Clutterbuck, Mgmt For For For Jannica Fagerholm, Johanna Lamminen, Risto Murto, Antti Makinen and Bjorn Wahlroos as Directors; Elect Georg Ehrnrooth as New Director
14 Approve Remuneration of Auditors Mgmt For For For
15 Ratify Ernst & Young as Auditors Mgmt For For For
16 Authorize Share Repurchase Program Mgmt For For For
17 Close Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sampo Oyj
Shares Voted: 707,265
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Call the Meeting to Order Mgmt
3 Designate Inspector or Shareholder Mgmt For For For Representative(s) of Minutes of Meeting
4 Acknowledge Proper Convening of Meeting Mgmt For For For
5 Prepare and Approve List of Shareholders Mgmt For For For
6 Receive Financial Statements and Statutory Mgmt Reports; Receive Board's Report; Receive Auditor's Report
7 Accept Financial Statements and Statutory Mgmt For For For Reports
8 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.50 Per Share
9 Approve Discharge of Board and President Mgmt For For For
10 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
11 Approve Remuneration of Directors in the Mgmt For For For Amount of EUR 180,000 for Chairman and EUR 93,000 for Other Directors; Approve Remuneration for Committee Work
12 Fix Number of Directors at Eight Mgmt For For For
13 Reelect Christian Clausen, Fiona Clutterbuck, Mgmt For For For Jannica Fagerholm, Johanna Lamminen, Risto Murto, Antti Makinen and Bjorn Wahlroos as Directors; Elect Georg Ehrnrooth as New Director
14 Approve Remuneration of Auditors Mgmt For For For
15 Ratify Ernst & Young as Auditors Mgmt For For For
16 Authorize Share Repurchase Program Mgmt For For For
17 Close Meeting Mgmt
WH Group Limited
Meeting Date: 06/02/2020 Country: Cayman Islands Primary Security ID: G96007102 Record Date: 05/27/2020 Meeting Type: Annual Ticker: 288 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
WH Group Limited
Shares Voted: 4,434,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Jiao Shuge as Director Mgmt For Against Against
2b Elect Huang Ming as Director Mgmt For Against Against
2c Elect Lau, Jin Tin Don as Director Mgmt For Against Against
3 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Ernst & Young as Auditor and Mgmt For For For Authorize Board to Fix Their Remuneration
5 Approve Final Dividend Mgmt For For For
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Shares Voted: 10,527,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Jiao Shuge as Director Mgmt For Against Against
2b Elect Huang Ming as Director Mgmt For Against Against
2c Elect Lau, Jin Tin Don as Director Mgmt For Against Against
3 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Ernst & Young as Auditor and Mgmt For For For Authorize Board to Fix Their Remuneration
5 Approve Final Dividend Mgmt For For For
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alphabet Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 02079K305 Record Date: 04/07/2020 Meeting Type: Annual Ticker: GOOGL
Shares Voted: 232,239
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Larry Page Mgmt For For For
1.2 Elect Director Sergey Brin Mgmt For For For
1.3 Elect Director Sundar Pichai Mgmt For For For
1.4 Elect Director John L. Hennessy Mgmt For For For
1.5 Elect Director Frances H. Arnold Mgmt For For For
1.6 Elect Director L. John Doerr Mgmt For Withhold Withhold
1.7 Elect Director Roger W. Ferguson Jr. Mgmt For For For
1.8 Elect Director Ann Mather Mgmt For Withhold Withhold
1.9 Elect Director Alan R. Mulally Mgmt For Withhold Withhold
1.10 Elect Director K. Ram Shiram Mgmt For Withhold Withhold
1.11 Elect Director Robin L. Washington Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
5 Approve Recapitalization Plan for all Stock to SH Against For For Have One-vote per Share
6 Report on Arbitration of Employment-Related SH Against Against Against Claims
7 Establish Human Rights Risk Oversight SH Against Refer Against Committee
8 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
9 Assess Feasibility of Including Sustainability SH Against Refer For as a Performance Measure for Senior Executive Compensation
10 Report on Takedown Requests SH Against Refer For
11 Require a Majority Vote for the Election of SH Against For For Directors
12 Report on Gender/Racial Pay Gap SH Against Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alphabet Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Require Independent Director Nominee with SH Against Refer Against Human and/or Civil Rights Experience
14 Report on Whistleblower Policies and SH Against Refer Against Practices
Shares Voted: 56,907
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Larry Page Mgmt For For For
1.2 Elect Director Sergey Brin Mgmt For For For
1.3 Elect Director Sundar Pichai Mgmt For For For
1.4 Elect Director John L. Hennessy Mgmt For For For
1.5 Elect Director Frances H. Arnold Mgmt For For For
1.6 Elect Director L. John Doerr Mgmt For Withhold Withhold
1.7 Elect Director Roger W. Ferguson Jr. Mgmt For For For
1.8 Elect Director Ann Mather Mgmt For Withhold Withhold
1.9 Elect Director Alan R. Mulally Mgmt For Withhold Withhold
1.10 Elect Director K. Ram Shiram Mgmt For Withhold Withhold
1.11 Elect Director Robin L. Washington Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
5 Approve Recapitalization Plan for all Stock to SH Against For For Have One-vote per Share
6 Report on Arbitration of Employment-Related SH Against Against Against Claims
7 Establish Human Rights Risk Oversight SH Against Refer Against Committee
8 Require Shareholder Approval of Bylaw SH Against Against Against Amendments Adopted by the Board of Directors
9 Assess Feasibility of Including Sustainability SH Against Refer For as a Performance Measure for Senior Executive Compensation
10 Report on Takedown Requests SH Against Refer For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alphabet Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Require a Majority Vote for the Election of SH Against For For Directors
12 Report on Gender/Racial Pay Gap SH Against Against Against
13 Require Independent Director Nominee with SH Against Refer Against Human and/or Civil Rights Experience
14 Report on Whistleblower Policies and SH Against Refer Against Practices
Biogen Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 09062X103 Record Date: 04/06/2020 Meeting Type: Annual Ticker: BIIB
Shares Voted: 144,516
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Alexander J. Denner Mgmt For For For
1b Elect Director Caroline D. Dorsa Mgmt For For For
1c Elect Director William A. Hawkins Mgmt For For For
1d Elect Director Nancy L. Leaming Mgmt For For For
1e Elect Director Jesus B. Mantas Mgmt For For For
1f Elect Director Richard C. Mulligan Mgmt For For For
1g Elect Director Robert W. Pangia Mgmt For For For
1h Elect Director Stelios Papadopoulos Mgmt For For For
1i Elect Director Brian S. Posner Mgmt For For For
1j Elect Director Eric K. Rowinsky Mgmt For For For
1k Elect Director Stephen A. Sherwin Mgmt For For For
1l Elect Director Michel Vounatsos Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Biogen Inc.
Shares Voted: 34,525
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Alexander J. Denner Mgmt For For For
1b Elect Director Caroline D. Dorsa Mgmt For For For
1c Elect Director William A. Hawkins Mgmt For For For
1d Elect Director Nancy L. Leaming Mgmt For For For
1e Elect Director Jesus B. Mantas Mgmt For For For
1f Elect Director Richard C. Mulligan Mgmt For For For
1g Elect Director Robert W. Pangia Mgmt For For For
1h Elect Director Stelios Papadopoulos Mgmt For For For
1i Elect Director Brian S. Posner Mgmt For For For
1j Elect Director Eric K. Rowinsky Mgmt For For For
1k Elect Director Stephen A. Sherwin Mgmt For For For
1l Elect Director Michel Vounatsos Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Clean Harbors, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 184496107 Record Date: 04/15/2020 Meeting Type: Annual Ticker: CLH
Shares Voted: 1,217
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Eugene Banucci Mgmt For For For
1.2 Elect Director Edward G. Galante Mgmt For For For
1.3 Elect Director Thomas J. Shields Mgmt For For For
1.4 Elect Director John R. Welch Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Clean Harbors, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 1,710
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Eugene Banucci Mgmt For For For
1.2 Elect Director Edward G. Galante Mgmt For For For
1.3 Elect Director Thomas J. Shields Mgmt For For For
1.4 Elect Director John R. Welch Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Comcast Corporation
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 20030N101 Record Date: 04/03/2020 Meeting Type: Annual Ticker: CMCSA
Shares Voted: 7,255,836
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kenneth J. Bacon Mgmt For For For
1.2 Elect Director Madeline S. Bell Mgmt For For For
1.3 Elect Director Naomi M. Bergman Mgmt For For For
1.4 Elect Director Edward D. Breen Mgmt For Withhold Withhold
1.5 Elect Director Gerald L. Hassell Mgmt For Withhold Withhold
1.6 Elect Director Jeffrey A. Honickman Mgmt For For For
1.7 Elect Director Maritza G. Montiel Mgmt For For For
1.8 Elect Director Asuka Nakahara Mgmt For For For
1.9 Elect Director David C. Novak Mgmt For Withhold Withhold
1.10 Elect Director Brian L. Roberts Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Comcast Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Amend Stock Option Plan Mgmt For For For
4 Amend Restricted Stock Plan Mgmt For For For
5 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
6 Report on Lobbying Payments and Policy SH Against Against Against
7 Require Independent Board Chair SH Against For For
8 Report on Risks Posed by Failing to Prevent SH Against Refer Against Sexual Harassment
Shares Voted: 1,516,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kenneth J. Bacon Mgmt For For For
1.2 Elect Director Madeline S. Bell Mgmt For For For
1.3 Elect Director Naomi M. Bergman Mgmt For For For
1.4 Elect Director Edward D. Breen Mgmt For Withhold Withhold
1.5 Elect Director Gerald L. Hassell Mgmt For Withhold Withhold
1.6 Elect Director Jeffrey A. Honickman Mgmt For For For
1.7 Elect Director Maritza G. Montiel Mgmt For For For
1.8 Elect Director Asuka Nakahara Mgmt For For For
1.9 Elect Director David C. Novak Mgmt For Withhold Withhold
1.10 Elect Director Brian L. Roberts Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Amend Stock Option Plan Mgmt For For For
4 Amend Restricted Stock Plan Mgmt For For For
5 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
6 Report on Lobbying Payments and Policy SH Against Against Against
7 Require Independent Board Chair SH Against For For
8 Report on Risks Posed by Failing to Prevent SH Against Refer Against Sexual Harassment Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Diamondback Energy, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 25278X109 Record Date: 04/09/2020 Meeting Type: Annual Ticker: FANG
Shares Voted: 449,404
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Steven E. West Mgmt For For For
1.2 Elect Director Travis D. Stice Mgmt For For For
1.3 Elect Director Vincent K. Brooks Mgmt For For For
1.4 Elect Director Michael P. Cross Mgmt For For For
1.5 Elect Director David L. Houston Mgmt For For For
1.6 Elect Director Stephanie K. Mains Mgmt For For For
1.7 Elect Director Mark L. Plaumann Mgmt For For For
1.8 Elect Director Melanie M. Trent Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 115,022
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Steven E. West Mgmt For For For
1.2 Elect Director Travis D. Stice Mgmt For For For
1.3 Elect Director Vincent K. Brooks Mgmt For For For
1.4 Elect Director Michael P. Cross Mgmt For For For
1.5 Elect Director David L. Houston Mgmt For For For
1.6 Elect Director Stephanie K. Mains Mgmt For For For
1.7 Elect Director Mark L. Plaumann Mgmt For For For
1.8 Elect Director Melanie M. Trent Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Grant Thornton LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Freeport-McMoRan Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 35671D857 Record Date: 04/08/2020 Meeting Type: Annual Ticker: FCX
Shares Voted: 41,438
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard C. Adkerson Mgmt For For For
1.2 Elect Director Gerald J. Ford Mgmt For For For
1.3 Elect Director Lydia H. Kennard Mgmt For For For
1.4 Elect Director Dustan E. McCoy Mgmt For For For
1.5 Elect Director John J. Stephens Mgmt For For For
1.6 Elect Director Frances Fragos Townsend Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 44,442
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard C. Adkerson Mgmt For For For
1.2 Elect Director Gerald J. Ford Mgmt For For For
1.3 Elect Director Lydia H. Kennard Mgmt For For For
1.4 Elect Director Dustan E. McCoy Mgmt For For For
1.5 Elect Director John J. Stephens Mgmt For For For
1.6 Elect Director Frances Fragos Townsend Mgmt For For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
FTI Consulting, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 302941109 Record Date: 03/25/2020 Meeting Type: Annual Ticker: FCN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FTI Consulting, Inc.
Shares Voted: 440,126
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Brenda J. Bacon Mgmt For For For
1b Elect Director Mark S. Bartlett Mgmt For For For
1c Elect Director Claudio Costamagna Mgmt For For For
1d Elect Director Vernon Ellis Mgmt For For For
1e Elect Director Nicholas C. Fanandakis Mgmt For For For
1f Elect Director Steven H. Gunby Mgmt For For For
1g Elect Director Gerard E. Holthaus Mgmt For For For
1h Elect Director Laureen E. Seeger Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 68,128
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Brenda J. Bacon Mgmt For For For
1b Elect Director Mark S. Bartlett Mgmt For For For
1c Elect Director Claudio Costamagna Mgmt For For For
1d Elect Director Vernon Ellis Mgmt For For For
1e Elect Director Nicholas C. Fanandakis Mgmt For For For
1f Elect Director Steven H. Gunby Mgmt For For For
1g Elect Director Gerard E. Holthaus Mgmt For For For
1h Elect Director Laureen E. Seeger Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
InterDigital, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 45867G101 Record Date: 04/01/2020 Meeting Type: Annual Ticker: IDCC
Shares Voted: 15,828
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joan H. Gillman Mgmt For For For
1b Elect Director S. Douglas Hutcheson Mgmt For For For
1c Elect Director John A. Kritzmacher Mgmt For For For
1d Elect Director John D. Markley, Jr. Mgmt For For For
1e Elect Director William J. Merritt Mgmt For For For
1f Elect Director Jean F. Rankin Mgmt For For For
1g Elect Director Philip P. Trahanas Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Shares Voted: 18,137
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joan H. Gillman Mgmt For For For
1b Elect Director S. Douglas Hutcheson Mgmt For For For
1c Elect Director John A. Kritzmacher Mgmt For For For
1d Elect Director John D. Markley, Jr. Mgmt For For For
1e Elect Director William J. Merritt Mgmt For For For
1f Elect Director Jean F. Rankin Mgmt For For For
1g Elect Director Philip P. Trahanas Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
Live Nation Entertainment, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 538034109 Record Date: 04/07/2020 Meeting Type: Annual Ticker: LYV Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Live Nation Entertainment, Inc.
Shares Voted: 93,604
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Maverick Carter Mgmt For Against Against
1.2 Elect Director Ariel Emanuel Mgmt For Against Against
1.3 Elect Director Ping Fu Mgmt For Against Against
1.4 Elect Director Jeffrey T. Hinson Mgmt For Against Against
1.5 Elect Director Chad Hollingsworth Mgmt For For For
1.6 Elect Director James Iovine Mgmt For Against Against
1.7 Elect Director James S. Kahan Mgmt For Against Against
1.8 Elect Director Gregory B. Maffei Mgmt For Against Against
1.9 Elect Director Randall T. Mays Mgmt For Against Against
1.10 Elect Director Michael Rapino Mgmt For Against Against
1.11 Elect Director Mark S. Shapiro Mgmt For Against Against
1.12 Elect Director Dana Walden Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Lomon Billions Group Co., Ltd.
Meeting Date: 06/03/2020 Country: China Primary Security ID: Y3122W109 Record Date: 05/27/2020 Meeting Type: Special Ticker: 002601
Shares Voted: 214,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Medium-term Notes Mgmt For For For
Shares Voted: 96,380
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Medium-term Notes Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Melco Resorts & Entertainment Ltd.
Meeting Date: 06/03/2020 Country: Cayman Islands Primary Security ID: 585464100 Record Date: 04/27/2020 Meeting Type: Annual Ticker: MLCO
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Informational Meeting for ADR Holders Mgmt
1 Transact Other Business (Non-Voting) Mgmt
MIRAE ASSET DAEWOO CO., LTD.
Meeting Date: 06/03/2020 Country: South Korea Primary Security ID: Y1916K109 Record Date: 05/04/2020 Meeting Type: Special Ticker: 006800
Shares Voted: 82,084
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Lee Jem-ma as a Member of Audit Mgmt For For For Committee
Shares Voted: 26,651
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Lee Jem-ma as a Member of Audit Mgmt For For For Committee
Nexstar Media Group, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 65336K103 Record Date: 04/22/2020 Meeting Type: Annual Ticker: NXST
Shares Voted: 267,315
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Dennis A. Miller Mgmt For For For
1.2 Elect Director John R. Muse Mgmt For Withhold Withhold
1.3 Elect Director I. Martin Pompadur Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nexstar Media Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 127,818
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Dennis A. Miller Mgmt For For For
1.2 Elect Director John R. Muse Mgmt For Withhold Withhold
1.3 Elect Director I. Martin Pompadur Mgmt For Withhold Withhold
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Ooma, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 683416101 Record Date: 04/14/2020 Meeting Type: Annual Ticker: OOMA
Shares Voted: 17,381
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Susan Butenhoff Mgmt For Withhold Withhold
1.2 Elect Director Russ Mann Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Science Applications International Corporation
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 808625107 Record Date: 04/07/2020 Meeting Type: Annual Ticker: SAIC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Science Applications International Corporation
Shares Voted: 1,386,124
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Robert A. Bedingfield Mgmt For For For
1b Elect Director Carol A. Goode Mgmt For For For
1c Elect Director John J. Hamre Mgmt For For For
1d Elect Director Yvette M. Kanouff Mgmt For For For
1e Elect Director Nazzic S. Keene Mgmt For For For
1f Elect Director David M. Kerko Mgmt For For For
1g Elect Director Timothy J. Mayopoulos Mgmt For For For
1h Elect Director Katharina G. McFarland Mgmt For For For
1i Elect Director Donna S. Morea Mgmt For For For
1j Elect Director Steven R. Shane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 1,473,910
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Robert A. Bedingfield Mgmt For For For
1b Elect Director Carol A. Goode Mgmt For For For
1c Elect Director John J. Hamre Mgmt For For For
1d Elect Director Yvette M. Kanouff Mgmt For For For
1e Elect Director Nazzic S. Keene Mgmt For For For
1f Elect Director David M. Kerko Mgmt For For For
1g Elect Director Timothy J. Mayopoulos Mgmt For For For
1h Elect Director Katharina G. McFarland Mgmt For For For
1i Elect Director Donna S. Morea Mgmt For For For
1j Elect Director Steven R. Shane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Science Applications International Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Silvercrest Asset Management Group Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 828359109 Record Date: 04/22/2020 Meeting Type: Annual Ticker: SAMG
Shares Voted: 162,137
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Brian D. Dunn Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 266,532
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Brian D. Dunn Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Walmart Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 931142103 Record Date: 04/09/2020 Meeting Type: Annual Ticker: WMT
Shares Voted: 32
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Cesar Conde Mgmt For For For
1b Elect Director Timothy P. Flynn Mgmt For For For
1c Elect Director Sarah J. Friar Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Walmart Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Carla A. Harris Mgmt For For For
1e Elect Director Thomas W. Horton Mgmt For For For
1f Elect Director Marissa A. Mayer Mgmt For For For
1g Elect Director C. Douglas McMillon Mgmt For For For
1h Elect Director Gregory B. Penner Mgmt For For For
1i Elect Director Steven S Reinemund Mgmt For For For
1j Elect Director S. Robson Walton Mgmt For For For
1k Elect Director Steuart L. Walton Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
5 Report on Impacts of Single-Use Plastic Bags SH Against Refer For
6 Report on Supplier Antibiotics Use Standards SH Against Refer For
7 Adopt Policy to Include Hourly Associates as SH Against Against Against Director Candidates
8 Report on Strengthening Prevention of SH Against Refer For Workplace Sexual Harassment
Williams-Sonoma, Inc.
Meeting Date: 06/03/2020 Country: USA Primary Security ID: 969904101 Record Date: 04/06/2020 Meeting Type: Annual Ticker: WSM
Shares Voted: 385,365
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Laura Alber Mgmt For For For
1.2 Elect Director Scott Dahnke Mgmt For For For
1.3 Elect Director Anne Mulcahy Mgmt For For For
1.4 Elect Director William Ready Mgmt For For For
1.5 Elect Director Sabrina Simmons Mgmt For For For
1.6 Elect Director Frits van Paasschen Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Williams-Sonoma, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 54,112
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Laura Alber Mgmt For For For
1.2 Elect Director Scott Dahnke Mgmt For For For
1.3 Elect Director Anne Mulcahy Mgmt For For For
1.4 Elect Director William Ready Mgmt For For For
1.5 Elect Director Sabrina Simmons Mgmt For For For
1.6 Elect Director Frits van Paasschen Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Booking Holdings Inc.
Meeting Date: 06/04/2020 Country: USA Primary Security ID: 09857L108 Record Date: 04/09/2020 Meeting Type: Annual Ticker: BKNG
Shares Voted: 19,735
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Timothy M. Armstrong Mgmt For For For
1.2 Elect Director Jeffery H. Boyd Mgmt For For For
1.3 Elect Director Glenn D. Fogel Mgmt For For For
1.4 Elect Director Mirian M. Graddick-Weir Mgmt For For For
1.5 Elect Director Wei Hopeman Mgmt For For For
1.6 Elect Director Robert J. Mylod, Jr. Mgmt For For For
1.7 Elect Director Charles H. Noski Mgmt For For For
1.8 Elect Director Nicholas J. Read Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Booking Holdings Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director Thomas E. Rothman Mgmt For For For
1.10 Elect Director Bob van Dijk Mgmt For For For
1.11 Elect Director Lynn M. Vojvodich Mgmt For For For
1.12 Elect Director Vanessa A. Wittman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 2,932
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Timothy M. Armstrong Mgmt For For For
1.2 Elect Director Jeffery H. Boyd Mgmt For For For
1.3 Elect Director Glenn D. Fogel Mgmt For For For
1.4 Elect Director Mirian M. Graddick-Weir Mgmt For For For
1.5 Elect Director Wei Hopeman Mgmt For For For
1.6 Elect Director Robert J. Mylod, Jr. Mgmt For For For
1.7 Elect Director Charles H. Noski Mgmt For For For
1.8 Elect Director Nicholas J. Read Mgmt For For For
1.9 Elect Director Thomas E. Rothman Mgmt For For For
1.10 Elect Director Bob van Dijk Mgmt For For For
1.11 Elect Director Lynn M. Vojvodich Mgmt For For For
1.12 Elect Director Vanessa A. Wittman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
FirstCash, Inc.
Meeting Date: 06/04/2020 Country: USA Primary Security ID: 33767D105 Record Date: 04/13/2020 Meeting Type: Annual Ticker: FCFS Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FirstCash, Inc.
Shares Voted: 595,731
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Daniel E. Berce Mgmt For Against Against
1b Elect Director Mikel D. Faulkner Mgmt For Against Against
1c Elect Director Randel G. Owen Mgmt For Against Against
2 Ratify RSM US LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 90,929
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Daniel E. Berce Mgmt For Against Against
1b Elect Director Mikel D. Faulkner Mgmt For Against Against
1c Elect Director Randel G. Owen Mgmt For Against Against
2 Ratify RSM US LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
HeidelbergCement AG
Meeting Date: 06/04/2020 Country: Germany Primary Security ID: D31709104 Record Date: 05/22/2020 Meeting Type: Annual Ticker: HEI
Shares Voted: 125,445
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.60 per Share
3.1 Approve Discharge of Management Board Mgmt For For For Member Bernd Scheifele for Fiscal 2019
3.2 Approve Discharge of Management Board Mgmt For For For Member Dominik von Achten for Fiscal 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HeidelbergCement AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.3 Approve Discharge of Management Board Mgmt For For For Member Kevin Gluskie for Fiscal 2019
3.4 Approve Discharge of Management Board Mgmt For For For Member Hakan Gurdal for Fiscal 2019
3.5 Approve Discharge of Management Board Mgmt For For For Member Ernest Jelito for Fiscal 2019
3.6 Approve Discharge of Management Board Mgmt For For For Member Jon Morrish for Fiscal 2019
3.7 Approve Discharge of Management Board Mgmt For For For Member Lorenz Naeger for Fiscal 2019
3.8 Approve Discharge of Management Board Mgmt For For For Member Albert Scheuer for Fiscal 2019
3.9 Approve Discharge of Management Board Mgmt For For For Member Christopher Ward for Fiscal 2019
4.1 Approve Discharge of Supervisory Board Mgmt For For For Member Fritz-Juergen Heckmann for Fiscal 2019
4.2 Approve Discharge of Supervisory Board Mgmt For For For Member Heinz Schmitt for Fiscal 2019
4.3 Approve Discharge of Supervisory Board Mgmt For For For Member Barbara Breuninger for Fiscal 2019
4.4 Approve Discharge of Supervisory Board Mgmt For For For Member Josef Heumann for Fiscal 2019
4.5 Approve Discharge of Supervisory Board Mgmt For For For Member Birgit Jochens for Fiscal 2019
4.6 Approve Discharge of Supervisory Board Mgmt For For For Member Gabriele Kailing for Fiscal 2019
4.7 Approve Discharge of Supervisory Board Mgmt For For For Member Ludwig Merckle for Fiscal 2019
4.8 Approve Discharge of Supervisory Board Mgmt For For For Member Tobias Merckle for Fiscal 2019
4.9 Approve Discharge of Supervisory Board Mgmt For For For Member Luka Mucic for Fiscal 2019
4.10 Approve Discharge of Supervisory Board Mgmt For For For Member Ines Ploss for Fiscal 2019
4.11 Approve Discharge of Supervisory Board Mgmt For For For Member Peter Riedel for Fiscal 2019
4.12 Approve Discharge of Supervisory Board Mgmt For For For Member Juergen Schneider for Fiscal 2019
4.13 Approve Discharge of Supervisory Board Mgmt For For For Member Werner Schraeder for Fiscal 2019
4.14 Approve Discharge of Supervisory Board Mgmt For For For Member Margret Suckale for Fiscal 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HeidelbergCement AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.15 Approve Discharge of Supervisory Board Mgmt For For For Member Stephan Wehning for Fiscal 2019
4.16 Approve Discharge of Supervisory Board Mgmt For For For Member Marion Weissenberger-Eibl for Fiscal 2019
5 Ratify PricewaterhouseCoopers GmbH as Mgmt For For For Auditors for Fiscal 2020
6 Approve Creation of EUR 178.5 Million Pool of Mgmt For For For Capital with Partial Exclusion of Preemptive Rights
Shares Voted: 18,040
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.60 per Share
3.1 Approve Discharge of Management Board Mgmt For For For Member Bernd Scheifele for Fiscal 2019
3.2 Approve Discharge of Management Board Mgmt For For For Member Dominik von Achten for Fiscal 2019
3.3 Approve Discharge of Management Board Mgmt For For For Member Kevin Gluskie for Fiscal 2019
3.4 Approve Discharge of Management Board Mgmt For For For Member Hakan Gurdal for Fiscal 2019
3.5 Approve Discharge of Management Board Mgmt For For For Member Ernest Jelito for Fiscal 2019
3.6 Approve Discharge of Management Board Mgmt For For For Member Jon Morrish for Fiscal 2019
3.7 Approve Discharge of Management Board Mgmt For For For Member Lorenz Naeger for Fiscal 2019
3.8 Approve Discharge of Management Board Mgmt For For For Member Albert Scheuer for Fiscal 2019
3.9 Approve Discharge of Management Board Mgmt For For For Member Christopher Ward for Fiscal 2019
4.1 Approve Discharge of Supervisory Board Mgmt For For For Member Fritz-Juergen Heckmann for Fiscal 2019
4.2 Approve Discharge of Supervisory Board Mgmt For For For Member Heinz Schmitt for Fiscal 2019
4.3 Approve Discharge of Supervisory Board Mgmt For For For Member Barbara Breuninger for Fiscal 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HeidelbergCement AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.4 Approve Discharge of Supervisory Board Mgmt For For For Member Josef Heumann for Fiscal 2019
4.5 Approve Discharge of Supervisory Board Mgmt For For For Member Birgit Jochens for Fiscal 2019
4.6 Approve Discharge of Supervisory Board Mgmt For For For Member Gabriele Kailing for Fiscal 2019
4.7 Approve Discharge of Supervisory Board Mgmt For For For Member Ludwig Merckle for Fiscal 2019
4.8 Approve Discharge of Supervisory Board Mgmt For For For Member Tobias Merckle for Fiscal 2019
4.9 Approve Discharge of Supervisory Board Mgmt For For For Member Luka Mucic for Fiscal 2019
4.10 Approve Discharge of Supervisory Board Mgmt For For For Member Ines Ploss for Fiscal 2019
4.11 Approve Discharge of Supervisory Board Mgmt For For For Member Peter Riedel for Fiscal 2019
4.12 Approve Discharge of Supervisory Board Mgmt For For For Member Juergen Schneider for Fiscal 2019
4.13 Approve Discharge of Supervisory Board Mgmt For For For Member Werner Schraeder for Fiscal 2019
4.14 Approve Discharge of Supervisory Board Mgmt For For For Member Margret Suckale for Fiscal 2019
4.15 Approve Discharge of Supervisory Board Mgmt For For For Member Stephan Wehning for Fiscal 2019
4.16 Approve Discharge of Supervisory Board Mgmt For For For Member Marion Weissenberger-Eibl for Fiscal 2019
5 Ratify PricewaterhouseCoopers GmbH as Mgmt For For For Auditors for Fiscal 2020
6 Approve Creation of EUR 178.5 Million Pool of Mgmt For For For Capital with Partial Exclusion of Preemptive Rights
KAR Auction Services, Inc.
Meeting Date: 06/04/2020 Country: USA Primary Security ID: 48238T109 Record Date: 04/09/2020 Meeting Type: Annual Ticker: KAR
Shares Voted: 2,437,797
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David DiDomenico Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KAR Auction Services, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Carmel Galvin Mgmt For For For
1c Elect Director James P. Hallett Mgmt For For For
1d Elect Director Mark E. Hill Mgmt For For For
1e Elect Director J. Mark Howell Mgmt For For For
1f Elect Director Stefan Jacoby Mgmt For For For
1g Elect Director Michael T. Kestner Mgmt For For For
1h Elect Director Mary Ellen Smith Mgmt For For For
1i Elect Director Stephen E. Smith Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 1,922,532
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director David DiDomenico Mgmt For For For
1b Elect Director Carmel Galvin Mgmt For For For
1c Elect Director James P. Hallett Mgmt For For For
1d Elect Director Mark E. Hill Mgmt For For For
1e Elect Director J. Mark Howell Mgmt For For For
1f Elect Director Stefan Jacoby Mgmt For For For
1g Elect Director Michael T. Kestner Mgmt For For For
1h Elect Director Mary Ellen Smith Mgmt For For For
1i Elect Director Stephen E. Smith Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TD Ameritrade Holding Corporation
Meeting Date: 06/04/2020 Country: USA Primary Security ID: 87236Y108 Record Date: 04/27/2020 Meeting Type: Special Ticker: AMTD
Shares Voted: 1,447,581
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 1,843,608
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
The Charles Schwab Corporation
Meeting Date: 06/04/2020 Country: USA Primary Security ID: 808513105 Record Date: 04/27/2020 Meeting Type: Special Ticker: SCHW
Shares Voted: 3,334,479
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
2 Amend Charter Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 701,593
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
2 Amend Charter Mgmt For For For
3 Adjourn Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Trane Technologies Plc
Meeting Date: 06/04/2020 Country: Ireland Primary Security ID: G8994E103 Record Date: 04/08/2020 Meeting Type: Annual Ticker: TT
Shares Voted: 126,161
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kirk E. Arnold Mgmt For For For
1b Elect Director Ann C. Berzin Mgmt For For For
1c Elect Director John Bruton Mgmt For For For
1d Elect Director Jared L. Cohon Mgmt For For For
1e Elect Director Gary D. Forsee Mgmt For For For
1f Elect Director Linda P. Hudson Mgmt For For For
1g Elect Director Michael W. Lamach Mgmt For For For
1h Elect Director Myles P. Lee Mgmt For For For
1i Elect Director Karen B. Peetz Mgmt For For For
1j Elect Director John P. Surma Mgmt For For For
1k Elect Director Richard J. Swift Mgmt For For For
1l Elect Director Tony L. White Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
4 Authorize Issue of Equity Mgmt For For For
5 Renew Directors' Authority to Issue Shares Mgmt For For For for Cash
6 Authorize Reissuance of Repurchased Shares Mgmt For For For
Shares Voted: 414,843
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kirk E. Arnold Mgmt For For For
1b Elect Director Ann C. Berzin Mgmt For For For
1c Elect Director John Bruton Mgmt For For For
1d Elect Director Jared L. Cohon Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Trane Technologies Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Gary D. Forsee Mgmt For For For
1f Elect Director Linda P. Hudson Mgmt For For For
1g Elect Director Michael W. Lamach Mgmt For For For
1h Elect Director Myles P. Lee Mgmt For For For
1i Elect Director Karen B. Peetz Mgmt For For For
1j Elect Director John P. Surma Mgmt For For For
1k Elect Director Richard J. Swift Mgmt For For For
1l Elect Director Tony L. White Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
4 Authorize Issue of Equity Mgmt For For For
5 Renew Directors' Authority to Issue Shares Mgmt For For For for Cash
6 Authorize Reissuance of Repurchased Shares Mgmt For For For
Akebia Therapeutics, Inc.
Meeting Date: 06/05/2020 Country: USA Primary Security ID: 00972D105 Record Date: 04/09/2020 Meeting Type: Annual Ticker: AKBA
Shares Voted: 33,775
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Adrian Adams Mgmt For Withhold Withhold
1.2 Elect Director Maxine Gowen Mgmt For Withhold Withhold
1.3 Elect Director Michael Rogers Mgmt For Withhold Withhold
2 Increase Authorized Common Stock Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
5 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Akebia Therapeutics, Inc.
Shares Voted: 34,836
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Adrian Adams Mgmt For Withhold Withhold
1.2 Elect Director Maxine Gowen Mgmt For Withhold Withhold
1.3 Elect Director Michael Rogers Mgmt For Withhold Withhold
2 Increase Authorized Common Stock Mgmt For Against Against
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
5 Ratify Ernst & Young LLP as Auditors Mgmt For For For
AMERISAFE, Inc.
Meeting Date: 06/05/2020 Country: USA Primary Security ID: 03071H100 Record Date: 04/24/2020 Meeting Type: Annual Ticker: AMSF
Shares Voted: 28,325
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Brown Mgmt For For For
1.2 Elect Director G. Janelle Frost Mgmt For For For
1.3 Elect Director Sean M. Traynor Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 44,311
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael J. Brown Mgmt For For For
1.2 Elect Director G. Janelle Frost Mgmt For For For
1.3 Elect Director Sean M. Traynor Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AMERISAFE, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Credicorp Ltd.
Meeting Date: 06/05/2020 Country: Bermuda Primary Security ID: G2519Y108 Record Date: 05/06/2020 Meeting Type: Annual Ticker: BAP
Shares Voted: 3,882
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Present 2019 Annual Report Mgmt
2 Present Audited Consolidated Financial Mgmt Statements of Credicorp and its Subsidiaries for FY 2019, Including External Auditors' Report
3.1 Elect Antonio Abruna Puyol as Director Mgmt For For For
3.2 Elect Maite Aranzabal Harreguy as Director Mgmt For For For
3.3 Elect Fernando Fort Marie as Director Mgmt For For For
3.4 Elect Alexandre Gouvea as Director Mgmt For For For
3.5 Elect Patricia Lizarraga Guthertz as Director Mgmt For For For
3.6 Elect Raimundo Morales Dasso as Director Mgmt For Against Against
3.7 Elect Irzio Pinasco Menchelli as Director Mgmt For For For
3.8 Elect Luis Enrique Romero Belismelis as Mgmt For Against Against Director
4 Approve Remuneration of Directors Mgmt For For For
5.1 Amend Article 2.6 Re: Transfer of Shares Mgmt For For For
5.2 Amend Article 3.4.2 Re: Mechanisms for Mgmt For For For Appointment of Proxy
5.3 Amend Article 4.11 Re: Increase in Number of Mgmt For For For Directors
5.4 Amend Article 4.15 Re: Notice of Board Mgmt For For For Meetings and Participation of Directors in Board Meetings
5.5 Amend Article 4.16.1 Re: Quorum for Mgmt For For For Transaction of Business at Board Meetings
6 Ratify PricewaterhouseCoopers as Auditor and Mgmt For For For Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Credicorp Ltd.
Shares Voted: 1,781
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Present 2019 Annual Report Mgmt
2 Present Audited Consolidated Financial Mgmt Statements of Credicorp and its Subsidiaries for FY 2019, Including External Auditors' Report
3.1 Elect Antonio Abruna Puyol as Director Mgmt For For For
3.2 Elect Maite Aranzabal Harreguy as Director Mgmt For For For
3.3 Elect Fernando Fort Marie as Director Mgmt For For For
3.4 Elect Alexandre Gouvea as Director Mgmt For For For
3.5 Elect Patricia Lizarraga Guthertz as Director Mgmt For For For
3.6 Elect Raimundo Morales Dasso as Director Mgmt For Against Against
3.7 Elect Irzio Pinasco Menchelli as Director Mgmt For For For
3.8 Elect Luis Enrique Romero Belismelis as Mgmt For Against Against Director
4 Approve Remuneration of Directors Mgmt For For For
5.1 Amend Article 2.6 Re: Transfer of Shares Mgmt For For For
5.2 Amend Article 3.4.2 Re: Mechanisms for Mgmt For For For Appointment of Proxy
5.3 Amend Article 4.11 Re: Increase in Number of Mgmt For For For Directors
5.4 Amend Article 4.15 Re: Notice of Board Mgmt For For For Meetings and Participation of Directors in Board Meetings
5.5 Amend Article 4.16.1 Re: Quorum for Mgmt For For For Transaction of Business at Board Meetings
6 Ratify PricewaterhouseCoopers as Auditor and Mgmt For For For Authorize Board to Fix Their Remuneration
Garmin Ltd.
Meeting Date: 06/05/2020 Country: Switzerland Primary Security ID: H2906T109 Record Date: 04/09/2020 Meeting Type: Annual Ticker: GRMN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Garmin Ltd.
Shares Voted: 25
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
2 Approve Allocation of Income and Dividends Mgmt For For For
3 Approve Dividends Mgmt For For For
4 Approve Discharge of Board and Senior Mgmt For For For Management
5.1 Elect Director Jonathan C. Burrell Mgmt For For For
5.2 Elect Director Joseph J. Hartnett Mgmt For For For
5.3 Elect Director Min H. Kao Mgmt For For For
5.4 Elect Director Catherine A. Lewis Mgmt For For For
5.5 Elect Director Charles W. Peffer Mgmt For For For
5.6 Elect Director Clifton A. Pemble Mgmt For For For
6 Elect Min H. Kao as Board Chairman Mgmt For For For
7.1 Appoint Jonathan C. Burrell as Member of the Mgmt For For For Compensation Committee
7.2 Appoint Joseph J. Hartnett as Member of the Mgmt For For For Compensation Committee
7.3 Appoint Catherine A. Lewis as Member of the Mgmt For For For Compensation Committee
7.4 Appoint Charles W. Peffer as Member of the Mgmt For For For Compensation Committee
8 Designate Wuersch & Gering LLP as Mgmt For For For Independent Proxy
9 Ratify Ernst & Young LLP as Auditor Mgmt For For For
10 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
11 Approve Fiscal Year 2021 Maximum Mgmt For For For Aggregate Compensation for the Executive Management
12 Approve Maximum Aggregate Compensation Mgmt For For For for the Board of Directors for the Period Between the 2020 AGM and the 2021 AGM
13 Approve the Renewal of Authorized Share Mgmt For For For Capital without Preemptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Steven Madden, Ltd.
Meeting Date: 06/05/2020 Country: USA Primary Security ID: 556269108 Record Date: 03/30/2020 Meeting Type: Annual Ticker: SHOO
Shares Voted: 950,821
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward R. Rosenfeld Mgmt For For For
1.2 Elect Director Al Ferrara Mgmt For For For
1.3 Elect Director Mitchell S. Klipper Mgmt For For For
1.4 Elect Director Rose Peabody Lynch Mgmt For For For
1.5 Elect Director Peter Migliorini Mgmt For For For
1.6 Elect Director Ravi Sachdev Mgmt For For For
1.7 Elect Director Thomas H. Schwartz Mgmt For For For
1.8 Elect Director Robert G. Smith Mgmt For For For
1.9 Elect Director Amelia Newton Varela Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 161,583
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward R. Rosenfeld Mgmt For For For
1.2 Elect Director Al Ferrara Mgmt For For For
1.3 Elect Director Mitchell S. Klipper Mgmt For For For
1.4 Elect Director Rose Peabody Lynch Mgmt For For For
1.5 Elect Director Peter Migliorini Mgmt For For For
1.6 Elect Director Ravi Sachdev Mgmt For For For
1.7 Elect Director Thomas H. Schwartz Mgmt For For For
1.8 Elect Director Robert G. Smith Mgmt For For For
1.9 Elect Director Amelia Newton Varela Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ternium SA
Meeting Date: 06/05/2020 Country: Luxembourg Primary Security ID: 880890108 Record Date: 05/01/2020 Meeting Type: Annual/Special Ticker: TX
Shares Voted: 24
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Annual Meeting Agenda Mgmt
1 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
2 Approve Financial Statements Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Discharge of Directors Mgmt For For For
5 Reelect Directors Mgmt For Against Against
6 Approve Remuneration of Directors Mgmt For For For
7 Approve PricewaterhouseCoopers as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
8 Allow Board to Appoint One or More of its Mgmt For For For Members as Company's Attorney-in-Fact
Special Meeting Agenda Mgmt
1 Approve Renewal of the Authorized Share Mgmt For Against Against Capital of the Company and Related Authorizations and Waivers and Amend Articles of Association
Shares Voted: 17,244
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Annual Meeting Agenda Mgmt
1 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
2 Approve Financial Statements Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Discharge of Directors Mgmt For For For
5 Reelect Directors Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ternium SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Approve Remuneration of Directors Mgmt For For For
7 Approve PricewaterhouseCoopers as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
8 Allow Board to Appoint One or More of its Mgmt For For For Members as Company's Attorney-in-Fact
Special Meeting Agenda Mgmt
1 Approve Renewal of the Authorized Share Mgmt For Against Against Capital of the Company and Related Authorizations and Waivers and Amend Articles of Association
United Overseas Bank Limited (Singapore)
Meeting Date: 06/05/2020 Country: Singapore Primary Security ID: Y9T10P105 Record Date: Meeting Type: Annual Ticker: U11
Shares Voted: 986,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Adopt Financial Statements and Directors' and Mgmt For For For Auditors' Reports
2 Approve Final and Special Dividend Mgmt For For For
3 Approve Directors' Fees Mgmt For For For
4 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Directors to Fix Their Remuneration
5 Elect Wee Ee Cheong as Director Mgmt For Against Against
6 Elect Alexander Charles Hungate as Director Mgmt For For For
7 Elect Michael Lien Jown Leam as Director Mgmt For Against Against
8 Elect Steven Phan Swee Kim as Director Mgmt For For For
9 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities with or without Preemptive Rights
10 Approve Issuance of Shares Pursuant to the Mgmt For For For UOB Scrip Dividend Scheme
11 Authorize Share Repurchase Program Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
United Overseas Bank Limited (Singapore)
Shares Voted: 755,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Adopt Financial Statements and Directors' and Mgmt For For For Auditors' Reports
2 Approve Final and Special Dividend Mgmt For For For
3 Approve Directors' Fees Mgmt For For For
4 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Directors to Fix Their Remuneration
5 Elect Wee Ee Cheong as Director Mgmt For Against Against
6 Elect Alexander Charles Hungate as Director Mgmt For For For
7 Elect Michael Lien Jown Leam as Director Mgmt For Against Against
8 Elect Steven Phan Swee Kim as Director Mgmt For For For
9 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities with or without Preemptive Rights
10 Approve Issuance of Shares Pursuant to the Mgmt For For For UOB Scrip Dividend Scheme
11 Authorize Share Repurchase Program Mgmt For For For
Alexandria Real Estate Equities, Inc.
Meeting Date: 06/08/2020 Country: USA Primary Security ID: 015271109 Record Date: 03/31/2020 Meeting Type: Annual Ticker: ARE
Shares Voted: 15
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joel S. Marcus Mgmt For Against Against
1.2 Elect Director Steven R. Hash Mgmt For For For
1.3 Elect Director John L. Atkins, III Mgmt For Against Against
1.4 Elect Director James P. Cain Mgmt For Against Against
1.5 Elect Director Maria C. Freire Mgmt For Against Against
1.6 Elect Director Jennifer Friel Goldstein Mgmt For For For
1.7 Elect Director Richard H. Klein Mgmt For For For
1.8 Elect Director James H. Richardson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alexandria Real Estate Equities, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director Michael A. Woronoff Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
CIFI Holdings (Group) Co. Ltd.
Meeting Date: 06/08/2020 Country: Cayman Islands Primary Security ID: G2140A107 Record Date: 06/02/2020 Meeting Type: Annual Ticker: 884
Shares Voted: 55,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Special Dividend Mgmt For For For
4.1 Elect Lin Wei as Director Mgmt For For For
4.2 Elect Chen Dongbiao as Director Mgmt For For For
4.3 Elect Gu Yunchang as Director Mgmt For Against Against
4.4 Authorize Board to Fix Remuneration of Mgmt For For For Directors
5 Approve Deloitte Touche Tohmatsu as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
6 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
7 Authorize Repurchase of Issued Share Capital Mgmt For For For
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Shares Voted: 154,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CIFI Holdings (Group) Co. Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Final Dividend Mgmt For For For
3 Approve Special Dividend Mgmt For For For
4.1 Elect Lin Wei as Director Mgmt For For For
4.2 Elect Chen Dongbiao as Director Mgmt For For For
4.3 Elect Gu Yunchang as Director Mgmt For Against Against
4.4 Authorize Board to Fix Remuneration of Mgmt For For For Directors
5 Approve Deloitte Touche Tohmatsu as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
6 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
7 Authorize Repurchase of Issued Share Capital Mgmt For For For
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
MaxLinear, Inc.
Meeting Date: 06/08/2020 Country: USA Primary Security ID: 57776J100 Record Date: 04/27/2020 Meeting Type: Annual Ticker: MXL
Shares Voted: 3,872
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carolyn D. Beaver Mgmt For For For
1.2 Elect Director Albert J. Moyer Mgmt For Against Against
1.3 Elect Director Theodore L. Tewksbury Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 5,407
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Carolyn D. Beaver Mgmt For For For
1.2 Elect Director Albert J. Moyer Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MaxLinear, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Theodore L. Tewksbury Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Spirit Realty Capital, Inc.
Meeting Date: 06/08/2020 Country: USA Primary Security ID: 84860W300 Record Date: 04/01/2020 Meeting Type: Annual Ticker: SRC
Shares Voted: 283,825
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jackson Hsieh Mgmt For For For
1.2 Elect Director Kevin M. Charlton Mgmt For For For
1.3 Elect Director Todd A. Dunn Mgmt For For For
1.4 Elect Director Elizabeth F. Frank Mgmt For For For
1.5 Elect Director Richard I. Gilchrist Mgmt For For For
1.6 Elect Director Diana M. Laing Mgmt For For For
1.7 Elect Director Sheli Z. Rosenberg Mgmt For For For
1.8 Elect Director Thomas D. Senkbeil Mgmt For For For
1.9 Elect Director Nicholas P. Shepherd Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 47,488
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jackson Hsieh Mgmt For For For
1.2 Elect Director Kevin M. Charlton Mgmt For For For
1.3 Elect Director Todd A. Dunn Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spirit Realty Capital, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Elizabeth F. Frank Mgmt For For For
1.5 Elect Director Richard I. Gilchrist Mgmt For For For
1.6 Elect Director Diana M. Laing Mgmt For For For
1.7 Elect Director Sheli Z. Rosenberg Mgmt For For For
1.8 Elect Director Thomas D. Senkbeil Mgmt For For For
1.9 Elect Director Nicholas P. Shepherd Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
SunCoke Energy, Inc.
Meeting Date: 06/08/2020 Country: USA Primary Security ID: 86722A103 Record Date: 04/20/2020 Meeting Type: Annual Ticker: SXC
Shares Voted: 1,985,557
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martha Z. Carnes Mgmt For For For
1.2 Elect Director Michael G. Rippey Mgmt For For For
1.3 Elect Director James E. Sweetnam Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 273,596
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martha Z. Carnes Mgmt For For For
1.2 Elect Director Michael G. Rippey Mgmt For For For
1.3 Elect Director James E. Sweetnam Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SunCoke Energy, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Declassify the Board of Directors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify KPMG LLP as Auditors Mgmt For For For
Alliance Data Systems Corporation
Meeting Date: 06/09/2020 Country: USA Primary Security ID: 018581108 Record Date: 04/13/2020 Meeting Type: Annual Ticker: ADS
Shares Voted: 195,640
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ralph J. Andretta Mgmt For For For
1.2 Elect Director Roger H. Ballou Mgmt For For For
1.3 Elect Director John C. Gerspach, Jr. Mgmt For For For
1.4 Elect Director Rajesh Natarajan Mgmt For For For
1.5 Elect Director Timothy J. Theriault Mgmt For For For
1.6 Elect Director Laurie A. Tucker Mgmt For For For
1.7 Elect Director Sharen J. Turney Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 20,012
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ralph J. Andretta Mgmt For For For
1.2 Elect Director Roger H. Ballou Mgmt For For For
1.3 Elect Director John C. Gerspach, Jr. Mgmt For For For
1.4 Elect Director Rajesh Natarajan Mgmt For For For
1.5 Elect Director Timothy J. Theriault Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alliance Data Systems Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Laurie A. Tucker Mgmt For For For
1.7 Elect Director Sharen J. Turney Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Byline Bancorp, Inc.
Meeting Date: 06/09/2020 Country: USA Primary Security ID: 124411109 Record Date: 04/23/2020 Meeting Type: Annual Ticker: BY
Shares Voted: 4,489
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Phillip R. Cabrera Mgmt For Withhold Withhold
1.2 Elect Director Antonio del Valle Perochena Mgmt For Withhold Withhold
1.3 Elect Director Roberto R. Herencia Mgmt For For For
1.4 Elect Director Mary Jo S. Herseth Mgmt For For For
1.5 Elect Director Steven P. Kent Mgmt For Withhold Withhold
1.6 Elect Director William G. Kistner Mgmt For For For
1.7 Elect Director Alberto J. Paracchini Mgmt For For For
1.8 Elect Director Steven M. Rull Mgmt For For For
1.9 Elect Director Robert R. Yohanan Mgmt For For For
2 Ratify Moss Adams LLP as Auditors Mgmt For For For
Shares Voted: 6,305
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Phillip R. Cabrera Mgmt For Withhold Withhold
1.2 Elect Director Antonio del Valle Perochena Mgmt For Withhold Withhold
1.3 Elect Director Roberto R. Herencia Mgmt For For For
1.4 Elect Director Mary Jo S. Herseth Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Byline Bancorp, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Steven P. Kent Mgmt For Withhold Withhold
1.6 Elect Director William G. Kistner Mgmt For For For
1.7 Elect Director Alberto J. Paracchini Mgmt For For For
1.8 Elect Director Steven M. Rull Mgmt For For For
1.9 Elect Director Robert R. Yohanan Mgmt For For For
2 Ratify Moss Adams LLP as Auditors Mgmt For For For
Chicony Power Technology Co., Ltd.
Meeting Date: 06/09/2020 Country: Taiwan Primary Security ID: Y1364D102 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 6412
Shares Voted: 253,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Financial Mgmt For For For Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Amend Articles of Association Mgmt For For For
4 Amend Procedures for Lending Funds Mgmt For Against Against
Shares Voted: 86,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Financial Mgmt For For For Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Amend Articles of Association Mgmt For For For
4 Amend Procedures for Lending Funds Mgmt For Against Against
ChipMOS Technologies, Inc.
Meeting Date: 06/09/2020 Country: Taiwan Primary Security ID: Y1566L100 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 8150 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ChipMOS Technologies, Inc.
Shares Voted: 3,617,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements Mgmt For For For
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
4 Approve Amendments to Rules and Mgmt For For For Procedures Regarding Shareholder's General Meeting
5 Approve Amendment to Rules and Procedures Mgmt For For For for Election of Directors and Independent Directors
6 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
Shares Voted: 1,701,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements Mgmt For For For
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
4 Approve Amendments to Rules and Mgmt For For For Procedures Regarding Shareholder's General Meeting
5 Approve Amendment to Rules and Procedures Mgmt For For For for Election of Directors and Independent Directors
6 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
Hope Bancorp, Inc.
Meeting Date: 06/09/2020 Country: USA Primary Security ID: 43940T109 Record Date: 04/22/2020 Meeting Type: Annual Ticker: HOPE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hope Bancorp, Inc.
Shares Voted: 80,042
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Donald D. Byun Mgmt For Withhold Withhold
1.2 Elect Director Jinho Doo Mgmt For Withhold Withhold
1.3 Elect Director Daisy Y. Ha Mgmt For For For
1.4 Elect Director James U. Hwang Mgmt For Withhold Withhold
1.5 Elect Director Jin Chul Jhung Mgmt For For For
1.6 Elect Director Joon K. Kim Mgmt For For For
1.7 Elect Director Kevin S. Kim Mgmt For For For
1.8 Elect Director Steven S. Koh Mgmt For For For
1.9 Elect Director Chung Hyun Lee Mgmt For For For
1.10 Elect Director William J. Lewis Mgmt For For For
1.11 Elect Director David P. Malone Mgmt For For For
1.12 Elect Director John R. Taylor Mgmt For For For
1.13 Elect Director Scott Yoon-Suk Whang Mgmt For Withhold Withhold
1.14 Elect Director Dale S. Zuehls Mgmt For Withhold Withhold
2 Ratify Crowe LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 132,917
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Donald D. Byun Mgmt For Withhold Withhold
1.2 Elect Director Jinho Doo Mgmt For Withhold Withhold
1.3 Elect Director Daisy Y. Ha Mgmt For For For
1.4 Elect Director James U. Hwang Mgmt For Withhold Withhold
1.5 Elect Director Jin Chul Jhung Mgmt For For For
1.6 Elect Director Joon K. Kim Mgmt For For For
1.7 Elect Director Kevin S. Kim Mgmt For For For
1.8 Elect Director Steven S. Koh Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hope Bancorp, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director Chung Hyun Lee Mgmt For For For
1.10 Elect Director William J. Lewis Mgmt For For For
1.11 Elect Director David P. Malone Mgmt For For For
1.12 Elect Director John R. Taylor Mgmt For For For
1.13 Elect Director Scott Yoon-Suk Whang Mgmt For Withhold Withhold
1.14 Elect Director Dale S. Zuehls Mgmt For Withhold Withhold
2 Ratify Crowe LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Novatek Microelectronics Corp.
Meeting Date: 06/09/2020 Country: Taiwan Primary Security ID: Y64153102 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 3034
Shares Voted: 359,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Approve Cash Distribution from Capital Mgmt For For For Reserve
4 Amend Procedures for Endorsement and Mgmt For For For Guarantees
5 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
Shares Voted: 177,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Approve Cash Distribution from Capital Mgmt For For For Reserve Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Novatek Microelectronics Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Amend Procedures for Endorsement and Mgmt For For For Guarantees
5 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
Omnicom Group Inc.
Meeting Date: 06/09/2020 Country: USA Primary Security ID: 681919106 Record Date: 04/22/2020 Meeting Type: Annual Ticker: OMC
Shares Voted: 116,105
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John D. Wren Mgmt For For For
1.2 Elect Director Mary C. Choksi Mgmt For For For
1.3 Elect Director Leonard S. Coleman, Jr. Mgmt For For For
1.4 Elect Director Susan S. Denison Mgmt For For For
1.5 Elect Director Ronnie S. Hawkins Mgmt For For For
1.6 Elect Director Deborah J. Kissire Mgmt For For For
1.7 Elect Director Gracia C. Martore Mgmt For For For
1.8 Elect Director Linda Johnson Rice Mgmt For For For
1.9 Elect Director Valerie M. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Amend Proxy Access Right SH Against For For
Shares Voted: 19,896
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John D. Wren Mgmt For For For
1.2 Elect Director Mary C. Choksi Mgmt For For For
1.3 Elect Director Leonard S. Coleman, Jr. Mgmt For For For
1.4 Elect Director Susan S. Denison Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Omnicom Group Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Ronnie S. Hawkins Mgmt For For For
1.6 Elect Director Deborah J. Kissire Mgmt For For For
1.7 Elect Director Gracia C. Martore Mgmt For For For
1.8 Elect Director Linda Johnson Rice Mgmt For For For
1.9 Elect Director Valerie M. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Amend Proxy Access Right SH Against For For
Taiwan Semiconductor Manufacturing Co., Ltd.
Meeting Date: 06/09/2020 Country: Taiwan Primary Security ID: Y84629107 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 2330
Shares Voted: 17,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
ELECT INDEPENDENT DIRECTOR VIA Mgmt CUMULATIVE VOTING
3.1 Elect Yancey Hai, with SHAREHOLDER Mgmt For For For NO.D100708xxx as Independent Director
Taiwan Semiconductor Manufacturing Co., Ltd.
Meeting Date: 06/09/2020 Country: Taiwan Primary Security ID: Y84629107 Record Date: 04/09/2020 Meeting Type: Annual Ticker: 2330
Shares Voted: 4,289
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Taiwan Semiconductor Manufacturing Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
ELECT INDEPENDENT DIRECTOR VIA Mgmt CUMULATIVE VOTING
3.1 Elect Yancey Hai, with SHAREHOLDER Mgmt For For For NO.D100708xxx as Independent Director
The TJX Companies, Inc.
Meeting Date: 06/09/2020 Country: USA Primary Security ID: 872540109 Record Date: 04/13/2020 Meeting Type: Annual Ticker: TJX
Shares Voted: 1,248
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Zein Abdalla Mgmt For For For
1b Elect Director Alan M. Bennett Mgmt For For For
1c Elect Director Rosemary T. Berkery Mgmt For For For
1d Elect Director David T. Ching Mgmt For For For
1e Elect Director Ernie Herrman Mgmt For For For
1f Elect Director Michael F. Hines Mgmt For For For
1g Elect Director Amy B. Lane Mgmt For For For
1h Elect Director Carol Meyrowitz Mgmt For For For
1i Elect Director Jackwyn L. Nemerov Mgmt For For For
1j Elect Director John F. O'Brien Mgmt For For For
1k Elect Director Willow B. Shire Mgmt For For For
2 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Reduction of Chemical Footprint SH Against Refer For
5 Report on Animal Welfare SH Against Against Against
6 Report on Pay Disparity SH Against Against Against
7 Stock Retention/Holding Period SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Trinseo S.A.
Meeting Date: 06/09/2020 Country: Luxembourg Primary Security ID: L9340P101 Record Date: 04/20/2020 Meeting Type: Annual Ticker: TSE
Shares Voted: 223,751
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Frank A. Bozich Mgmt For For For
1b Elect Director K'lynne Johnson Mgmt For For For
1c Elect Director Sandra Beach Lin Mgmt For For For
1d Elect Director Philip Martens Mgmt For For For
1e Elect Director Donald T. Misheff Mgmt For For For
1f Elect Director Christopher D. Pappas Mgmt For For For
1g Elect Director Henri Steinmetz Mgmt For For For
1h Elect Director Mark Tomkins Mgmt For For For
1i Elect Director Stephen M. Zide Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
4 Approve Allocation of Income and Dividends Mgmt For For For
5 Approve Discharge of Directors and Auditors Mgmt For For For
6 Appoint PricewaterhouseCoopers Societe Mgmt For For For cooperative as Internal Statutory Auditor
7 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
8 Approve Dividends Mgmt For For For
9 Authorize Share Repurchase Program Mgmt For For For
10 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 22,569
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Frank A. Bozich Mgmt For For For
1b Elect Director K'lynne Johnson Mgmt For For For
1c Elect Director Sandra Beach Lin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Trinseo S.A.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Philip Martens Mgmt For For For
1e Elect Director Donald T. Misheff Mgmt For For For
1f Elect Director Christopher D. Pappas Mgmt For For For
1g Elect Director Henri Steinmetz Mgmt For For For
1h Elect Director Mark Tomkins Mgmt For For For
1i Elect Director Stephen M. Zide Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
4 Approve Allocation of Income and Dividends Mgmt For For For
5 Approve Discharge of Directors and Auditors Mgmt For For For
6 Appoint PricewaterhouseCoopers Societe Mgmt For For For cooperative as Internal Statutory Auditor
7 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
8 Approve Dividends Mgmt For For For
9 Authorize Share Repurchase Program Mgmt For For For
10 Amend Omnibus Stock Plan Mgmt For For For
TripAdvisor, Inc.
Meeting Date: 06/09/2020 Country: USA Primary Security ID: 896945201 Record Date: 04/17/2020 Meeting Type: Annual Ticker: TRIP
Shares Voted: 775,638
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gregory B. Maffei Mgmt For Withhold Withhold
1.2 Elect Director Stephen Kaufer Mgmt For Withhold Withhold
1.3 Elect Director Jay C. Hoag Mgmt For Withhold Withhold
1.4 Elect Director Betsy L. Morgan Mgmt For Withhold Withhold
1.5 Elect Director M. Greg O'Hara Mgmt For Withhold Withhold
1.6 Elect Director Jeremy Philips Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TripAdvisor, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Albert E. Rosenthaler Mgmt For Withhold Withhold
1.8 Elect Director Trynka Shineman Blake Mgmt For For For
1.9 Elect Director Robert S. Wiesenthal Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 134,971
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Gregory B. Maffei Mgmt For Withhold Withhold
1.2 Elect Director Stephen Kaufer Mgmt For Withhold Withhold
1.3 Elect Director Jay C. Hoag Mgmt For Withhold Withhold
1.4 Elect Director Betsy L. Morgan Mgmt For Withhold Withhold
1.5 Elect Director M. Greg O'Hara Mgmt For Withhold Withhold
1.6 Elect Director Jeremy Philips Mgmt For For For
1.7 Elect Director Albert E. Rosenthaler Mgmt For Withhold Withhold
1.8 Elect Director Trynka Shineman Blake Mgmt For For For
1.9 Elect Director Robert S. Wiesenthal Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
Altice USA, Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 02156K103 Record Date: 04/13/2020 Meeting Type: Annual Ticker: ATUS
Shares Voted: 838,333
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick Drahi Mgmt For Against Against
1b Elect Director Gerrit Jan Bakker Mgmt For Against Against
1c Elect Director Manon Brouillette Mgmt For Against Against
1d Elect Director David Drahi Mgmt For Against Against
1e Elect Director Dexter Goei Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Altice USA, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1f Elect Director Mark Mullen Mgmt For Against Against
1g Elect Director Dennis Okhuijsen Mgmt For Against Against
1h Elect Director Charles Stewart Mgmt For Against Against
1i Elect Director Raymond Svider Mgmt For Against Against
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 3,330,810
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Patrick Drahi Mgmt For Against Against
1b Elect Director Gerrit Jan Bakker Mgmt For Against Against
1c Elect Director Manon Brouillette Mgmt For Against Against
1d Elect Director David Drahi Mgmt For Against Against
1e Elect Director Dexter Goei Mgmt For Against Against
1f Elect Director Mark Mullen Mgmt For Against Against
1g Elect Director Dennis Okhuijsen Mgmt For Against Against
1h Elect Director Charles Stewart Mgmt For Against Against
1i Elect Director Raymond Svider Mgmt For Against Against
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Amend Omnibus Stock Plan Mgmt For For For
Brenntag AG
Meeting Date: 06/10/2020 Country: Germany Primary Security ID: D12459117 Record Date: Meeting Type: Annual Ticker: BNR
Shares Voted: 467,322
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting) Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Brenntag AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.25 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify PricewaterhouseCoopers GmbH as Mgmt For For For Auditors for Fiscal 2020
6.1 Elect Stefanie Berlinger to the Supervisory Mgmt For For For Board
6.2 Elect Andreas Rittstieg to the Supervisory Mgmt For For For Board
6.3 Elect Doreen Nowotne to the Supervisory Mgmt For For For Board
6.4 Elect Richard Ridinger to the Supervisory Mgmt For For For Board
7 Change of Corporate Form to Societas Mgmt For For For Europaea (SE)
Shares Voted: 482,575
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.25 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify PricewaterhouseCoopers GmbH as Mgmt For For For Auditors for Fiscal 2020
6.1 Elect Stefanie Berlinger to the Supervisory Mgmt For For For Board
6.2 Elect Andreas Rittstieg to the Supervisory Mgmt For For For Board
6.3 Elect Doreen Nowotne to the Supervisory Mgmt For For For Board
6.4 Elect Richard Ridinger to the Supervisory Mgmt For For For Board
7 Change of Corporate Form to Societas Mgmt For For For Europaea (SE) Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Brighthouse Financial, Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 10922N103 Record Date: 04/13/2020 Meeting Type: Annual Ticker: BHF
Shares Voted: 950
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Irene Chang Britt Mgmt For Withhold Withhold
1b Elect Director C. Edward (Chuck) Chaplin Mgmt For For For
1c Elect Director Eileen A. Mallesch Mgmt For Withhold Withhold
1d Elect Director Margaret M. (Meg) McCarthy Mgmt For For For
1e Elect Director Diane E. Offereins Mgmt For Withhold Withhold
1f Elect Director Patrick J. (Pat) Shouvlin Mgmt For For For
1g Elect Director Eric T. Steigerwalt Mgmt For For For
1h Elect Director Paul M. Wetzel Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
Caterpillar Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 149123101 Record Date: 04/13/2020 Meeting Type: Annual Ticker: CAT
Shares Voted: 1,272,387
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kelly A. Ayotte Mgmt For For For
1.2 Elect Director David L. Calhoun Mgmt For For For
1.3 Elect Director Daniel M. Dickinson Mgmt For For For
1.4 Elect Director Juan Gallardo Mgmt For For For
1.5 Elect Director William A. Osborn Mgmt For For For
1.6 Elect Director Debra L. Reed-Klages Mgmt For For For
1.7 Elect Director Edward B. Rust, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Caterpillar Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.8 Elect Director Susan C. Schwab Mgmt For For For
1.9 Elect Director D. James Umpleby, III Mgmt For For For
1.10 Elect Director Miles D. White Mgmt For For For
1.11 Elect Director Rayford Wilkins, Jr. Mgmt For For For
2 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Require Independent Board Chair SH Against For For
6 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 200,122
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kelly A. Ayotte Mgmt For For For
1.2 Elect Director David L. Calhoun Mgmt For For For
1.3 Elect Director Daniel M. Dickinson Mgmt For For For
1.4 Elect Director Juan Gallardo Mgmt For For For
1.5 Elect Director William A. Osborn Mgmt For For For
1.6 Elect Director Debra L. Reed-Klages Mgmt For For For
1.7 Elect Director Edward B. Rust, Jr. Mgmt For For For
1.8 Elect Director Susan C. Schwab Mgmt For For For
1.9 Elect Director D. James Umpleby, III Mgmt For For For
1.10 Elect Director Miles D. White Mgmt For For For
1.11 Elect Director Rayford Wilkins, Jr. Mgmt For For For
2 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Lobbying Payments and Policy SH Against Against Against
5 Require Independent Board Chair SH Against For For
6 Provide Right to Act by Written Consent SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chicony Electronics Co., Ltd.
Meeting Date: 06/10/2020 Country: Taiwan Primary Security ID: Y1364B106 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 2385
Shares Voted: 232,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Consolidated Mgmt For For For Financial Statements and Individual Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Amend Procedures for Loaning of Funds Mgmt For For For
Shares Voted: 88,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Consolidated Mgmt For For For Financial Statements and Individual Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Amend Procedures for Loaning of Funds Mgmt For For For
Expedia Group, Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 30212P303 Record Date: 04/13/2020 Meeting Type: Annual Ticker: EXPE
Shares Voted: 294,604
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel Altman Mgmt For For For
1b Elect Director Susan C. Athey Mgmt For For For
1c Elect Director A. George 'Skip' Battle Mgmt For For For
1d Elect Director Chelsea Clinton Mgmt For For For
1e Elect Director Barry Diller Mgmt For For For
1f Elect Director Jon T. Gieselman Mgmt For For For
1g Elect Director Craig A. Jacobson Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Expedia Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Peter M. Kern Mgmt For For For
1i Elect Director Dara Khosrowshahi Mgmt For For For
1j Elect Director Greg Mondre Mgmt For For For
1k Elect Director David Sambur Mgmt For For For
1l Elect Director Alexander von Furstenberg Mgmt For For For
1m Elect Director Julie Whalen Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Ratify Ernst & Young as Auditors Mgmt For For For
5 Report on Political Contributions and SH Against Against Against Expenditures
Shares Voted: 711,507
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel Altman Mgmt For Refer For
1b Elect Director Susan C. Athey Mgmt For Refer For
1c Elect Director A. George 'Skip' Battle Mgmt For Refer For
1d Elect Director Chelsea Clinton Mgmt For Refer For
1e Elect Director Barry Diller Mgmt For Refer For
1f Elect Director Jon T. Gieselman Mgmt For Refer For
1g Elect Director Craig A. Jacobson Mgmt For Refer For
1h Elect Director Peter M. Kern Mgmt For Refer For
1i Elect Director Dara Khosrowshahi Mgmt For Refer For
1j Elect Director Greg Mondre Mgmt For Refer For
1k Elect Director David Sambur Mgmt For Refer For
1l Elect Director Alexander von Furstenberg Mgmt For Refer For
1m Elect Director Julie Whalen Mgmt For Refer For
2 Advisory Vote to Ratify Named Executive Mgmt For Refer For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Refer Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Expedia Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Ratify Ernst & Young as Auditors Mgmt For Refer For
5 Report on Political Contributions and SH Against Refer Against Expenditures
Fidelity National Financial, Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 31620R303 Record Date: 04/13/2020 Meeting Type: Annual Ticker: FNF
Shares Voted: 3,131
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director William P. Foley, II Mgmt For For For
1.2 Elect Director Douglas K. Ammerman Mgmt For For For
1.3 Elect Director Thomas M. Hagerty Mgmt For For For
1.4 Elect Director Peter O. Shea, Jr. Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Hanmi Financial Corporation
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 410495204 Record Date: 04/17/2020 Meeting Type: Annual Ticker: HAFC
Shares Voted: 61,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John J. Ahn Mgmt For For For
1b Elect Director Kiho Choi Mgmt For For For
1c Elect Director Christie K. Chu Mgmt For For For
1d Elect Director Harry H. Chung Mgmt For For For
1e Elect Director Scott R. Diehl Mgmt For For For
1f Elect Director Bonita I. Lee Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hanmi Financial Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1g Elect Director David L. Rosenblum Mgmt For For For
1h Elect Director Thomas J. Williams Mgmt For For For
1i Elect Director Michael M. Yang Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Shares Voted: 16,523
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John J. Ahn Mgmt For For For
1b Elect Director Kiho Choi Mgmt For For For
1c Elect Director Christie K. Chu Mgmt For For For
1d Elect Director Harry H. Chung Mgmt For For For
1e Elect Director Scott R. Diehl Mgmt For For For
1f Elect Director Bonita I. Lee Mgmt For For For
1g Elect Director David L. Rosenblum Mgmt For For For
1h Elect Director Thomas J. Williams Mgmt For For For
1i Elect Director Michael M. Yang Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
Jiangxi Copper Company Limited
Meeting Date: 06/10/2020 Country: China Primary Security ID: Y4446C100 Record Date: 05/08/2020 Meeting Type: Annual Ticker: 358
Shares Voted: 5,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve Proposed Issuance of Bonds and Mgmt For For For Related Transactions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jiangxi Copper Company Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Amend Articles of Association and Related Mgmt For For For Transactions
3 Approve 2019 Report of the Board of Mgmt For For For Directors
4 Approve 2019 Report of the Supervisory Mgmt For For For Committee
5 Approve 2019 Audited Financial Statements Mgmt For For For and Auditors' Report
6 Approve 2019 Profit Distribution Mgmt For For For
7 Approve Proposed Provision of Guarantees to Mgmt For For For Subsidiaries
8 Approve Ernst & Young Hua Ming LLP as Mgmt For For For Domestic Auditor and Ernst & Young as Overseas Auditor and Authorize Board to Fix Their Remuneration
9 Elect Liu Fangyun as Director and Authorize SH For For For Board to Fix His Remuneration
10 Approve Remuneration Scheme of All the Mgmt For For For Directors, Supervisors and Senior Management
11 Approve Cessation of Dong Jiahui to Act as Mgmt For For For Director
12 Approve Resignation of Hu Qingwen as Mgmt For For For Supervisor
13 Approve Resignation of Liao Shengsen as Mgmt For For For Supervisor
14.1 Elect Wu Donghua as a Supervisor and Mgmt For For For Authorize Board to Fix His Remuneration
14.2 Elect Guan Yongmin as a Supervisor and Mgmt For For For Authorize Board to Fix His Remuneration
Jiangxi Copper Company Limited
Meeting Date: 06/10/2020 Country: China Primary Security ID: Y4446C100 Record Date: 05/08/2020 Meeting Type: Special Ticker: 358
Shares Voted: 5,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jiangxi Copper Company Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association and Related Mgmt For For For Transactions
Kia Motors Corp.
Meeting Date: 06/10/2020 Country: South Korea Primary Security ID: Y47601102 Record Date: 05/11/2020 Meeting Type: Special Ticker: 000270
Shares Voted: 9,634
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Song Ho-seong as Inside Director Mgmt For Against Against
Shares Voted: 4,402
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Song Ho-seong as Inside Director Mgmt For Against Against
Kosmos Energy Ltd.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 500688106 Record Date: 04/13/2020 Meeting Type: Annual Ticker: KOS
Shares Voted: 6,683,517
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Andrew G. Inglis Mgmt For For For
1B Elect Director Richard Dearlove Mgmt For For For
2 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Reverse Stock Split Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kosmos Energy Ltd.
Shares Voted: 3,867,002
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Andrew G. Inglis Mgmt For For For
1B Elect Director Richard Dearlove Mgmt For For For
2 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Reverse Stock Split Mgmt For For For
MFA Financial, Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 55272X102 Record Date: 03/27/2020 Meeting Type: Annual Ticker: MFA
Shares Voted: 9,476,789
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Laurie S. Goodman Mgmt For For For
1b Elect Director Craig L. Knutson Mgmt For For For
1c Elect Director Richard C. Wald Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 1,795,602
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Laurie S. Goodman Mgmt For For For
1b Elect Director Craig L. Knutson Mgmt For For For
1c Elect Director Richard C. Wald Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MFA Financial, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
OneSpan Inc.
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 68287N100 Record Date: 04/13/2020 Meeting Type: Annual Ticker: OSPN
Shares Voted: 4,448
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Marc D. Boroditsky Mgmt For For For
1b Elect Director Scott M. Clements Mgmt For For For
1c Elect Director Michael P. Cullinane Mgmt For For For
1d Elect Director John N. Fox, Jr. Mgmt For For For
1e Elect Director Naureen Hassan Mgmt For For For
1f Elect Director Jean K. Holley Mgmt For For For
1g Elect Director T. Kendall 'Ken' Hunt Mgmt For For For
1h Elect Director Marianne Johnson Mgmt For For For
1i Elect Director Matthew Moog Mgmt For For For
1j Elect Director Marc Zenner Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 6,247
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Marc D. Boroditsky Mgmt For For For
1b Elect Director Scott M. Clements Mgmt For For For
1c Elect Director Michael P. Cullinane Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
OneSpan Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director John N. Fox, Jr. Mgmt For For For
1e Elect Director Naureen Hassan Mgmt For For For
1f Elect Director Jean K. Holley Mgmt For For For
1g Elect Director T. Kendall 'Ken' Hunt Mgmt For For For
1h Elect Director Marianne Johnson Mgmt For For For
1i Elect Director Matthew Moog Mgmt For For For
1j Elect Director Marc Zenner Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Ratify KPMG LLP as Auditors Mgmt For For For
Radiant Opto-Electronics Corp.
Meeting Date: 06/10/2020 Country: Taiwan Primary Security ID: Y7174K103 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 6176
Shares Voted: 249,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
Shares Voted: 96,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
Taiwan Paiho Co., Ltd.
Meeting Date: 06/10/2020 Country: Taiwan Primary Security ID: Y8431R105 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 9938 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Taiwan Paiho Co., Ltd.
Shares Voted: 401,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements Mgmt For For For
2 Approve Profit Distribution Mgmt For For For
ELECT NON-INDEPENDENT AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
3.1 Elect ZHENG SEN MEI with SHAREHOLDER Mgmt For For For NO.8 as Non-Independent Director
3.2 Elect LIN YI MING with SHAREHOLDER NO.11 Mgmt For For For as Non-Independent Director
3.3 Elect ZHENG CHENG YI, a Representative of Mgmt For For For ZAI XING Investment Co Ltd, with SHAREHOLDER NO.107631, as Non-Independent Director
3.4 Elect BAI XI MING with SHAREHOLDER Mgmt For For For NO.1114 as Non-Independent Director
3.5 Elect ZHENG YI LUN with SHAREHOLDER Mgmt For For For NO.8463 as Non-Independent Director
3.6 Elect ZHENG XIN LONG with SHAREHOLDER Mgmt For For For NO.26 as Non-Independent Director
3.7 Elect LUO RUI LIN with SHAREHOLDER Mgmt For For For NO.L120083XXX as Independent Director
3.8 Elect WANG ZHONG ZHENG with Mgmt For For For SHAREHOLDER NO.N101173XXX as Independent Director
3.9 Elect CHEN JIA YU with SHAREHOLDER Mgmt For For For NO.L221630XXX as Independent Director
4 Amend Articles of Association Mgmt For For For
5 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
6 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
7 Amend Procedures for Endorsement and Mgmt For For For Guarantees
8 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Newly Appointed Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Taiwan Paiho Co., Ltd.
Shares Voted: 153,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements Mgmt For For For
2 Approve Profit Distribution Mgmt For For For
ELECT NON-INDEPENDENT AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
3.1 Elect ZHENG SEN MEI with SHAREHOLDER Mgmt For For For NO.8 as Non-Independent Director
3.2 Elect LIN YI MING with SHAREHOLDER NO.11 Mgmt For For For as Non-Independent Director
3.3 Elect ZHENG CHENG YI, a Representative of Mgmt For For For ZAI XING Investment Co Ltd, with SHAREHOLDER NO.107631, as Non-Independent Director
3.4 Elect BAI XI MING with SHAREHOLDER Mgmt For For For NO.1114 as Non-Independent Director
3.5 Elect ZHENG YI LUN with SHAREHOLDER Mgmt For For For NO.8463 as Non-Independent Director
3.6 Elect ZHENG XIN LONG with SHAREHOLDER Mgmt For For For NO.26 as Non-Independent Director
3.7 Elect LUO RUI LIN with SHAREHOLDER Mgmt For For For NO.L120083XXX as Independent Director
3.8 Elect WANG ZHONG ZHENG with Mgmt For For For SHAREHOLDER NO.N101173XXX as Independent Director
3.9 Elect CHEN JIA YU with SHAREHOLDER Mgmt For For For NO.L221630XXX as Independent Director
4 Amend Articles of Association Mgmt For For For
5 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
6 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
7 Amend Procedures for Endorsement and Mgmt For For For Guarantees
8 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Newly Appointed Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Target Corporation
Meeting Date: 06/10/2020 Country: USA Primary Security ID: 87612E106 Record Date: 04/13/2020 Meeting Type: Annual Ticker: TGT
Shares Voted: 172,653
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Douglas M. Baker, Jr. Mgmt For For For
1b Elect Director George S. Barrett Mgmt For For For
1c Elect Director Brian C. Cornell Mgmt For For For
1d Elect Director Calvin Darden Mgmt For For For
1e Elect Director Robert L. Edwards Mgmt For For For
1f Elect Director Melanie L. Healey Mgmt For For For
1g Elect Director Donald R. Knauss Mgmt For For For
1h Elect Director Monica C. Lozano Mgmt For For For
1i Elect Director Mary E. Minnick Mgmt For For For
1j Elect Director Kenneth L. Salazar Mgmt For For For
1k Elect Director Dmitri L. Stockton Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 17,442
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Douglas M. Baker, Jr. Mgmt For For For
1b Elect Director George S. Barrett Mgmt For For For
1c Elect Director Brian C. Cornell Mgmt For For For
1d Elect Director Calvin Darden Mgmt For For For
1e Elect Director Robert L. Edwards Mgmt For For For
1f Elect Director Melanie L. Healey Mgmt For For For
1g Elect Director Donald R. Knauss Mgmt For For For
1h Elect Director Monica C. Lozano Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Target Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Mary E. Minnick Mgmt For For For
1j Elect Director Kenneth L. Salazar Mgmt For For For
1k Elect Director Dmitri L. Stockton Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Telekom Malaysia Bhd.
Meeting Date: 06/10/2020 Country: Malaysia Primary Security ID: Y8578H118 Record Date: 06/03/2020 Meeting Type: Annual Ticker: 4863
Shares Voted: 790,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Elect Ibrahim Marsidi as Director Mgmt For Against Against
2 Elect Noor Kamarul Anuar Nuruddin as Mgmt For For For Director
3 Elect Mohamed Nasri Sallehuddin as Director Mgmt For For For
4 Elect Mohd Bakke Salleh as Director Mgmt For For For
5 Elect Afwida Tunku Dato' A.Malek as Director Mgmt For Against For
6 Elect Balasingham A. Namasiwayam as Mgmt For Against Against Director
7 Approve Directors' Fees Mgmt For For For
8 Approve Directors' Benefits Mgmt For For For
9 Approve Ernst & Young PLT (EY) as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
10 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
11 Approve Issuance of New Ordinary Shares Mgmt For For For Under the Dividend Reinvestment Scheme
12 Approve Implementation of Existing Mgmt For For For Shareholders' Mandate for Recurrent Related Party Transactions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Telekom Malaysia Bhd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Approve Grant of LTIP Awards to Noor Mgmt For Against Against Kamarul Anuar Nuruddin
14 Approve Grant of LTIP Awards to Nor Hisham Mgmt For Against Against Md Nordin
15 Approve Grant of LTIP Awards to Ahmad Mgmt For Against Against Hafiz Ibrahim
Special Resolution Mgmt
1 Amend Constitution by Removing Clause 13 Mgmt For For For Re: Class D NCRPS
Shares Voted: 335,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Elect Ibrahim Marsidi as Director Mgmt For Against Against
2 Elect Noor Kamarul Anuar Nuruddin as Mgmt For For For Director
3 Elect Mohamed Nasri Sallehuddin as Director Mgmt For For For
4 Elect Mohd Bakke Salleh as Director Mgmt For For For
5 Elect Afwida Tunku Dato' A.Malek as Director Mgmt For Against For
6 Elect Balasingham A. Namasiwayam as Mgmt For Against Against Director
7 Approve Directors' Fees Mgmt For For For
8 Approve Directors' Benefits Mgmt For For For
9 Approve Ernst & Young PLT (EY) as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
10 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
11 Approve Issuance of New Ordinary Shares Mgmt For For For Under the Dividend Reinvestment Scheme
12 Approve Implementation of Existing Mgmt For For For Shareholders' Mandate for Recurrent Related Party Transactions
13 Approve Grant of LTIP Awards to Noor Mgmt For Against Against Kamarul Anuar Nuruddin
14 Approve Grant of LTIP Awards to Nor Hisham Mgmt For Against Against Md Nordin Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Telekom Malaysia Bhd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
15 Approve Grant of LTIP Awards to Ahmad Mgmt For Against Against Hafiz Ibrahim
Special Resolution Mgmt
1 Amend Constitution by Removing Clause 13 Mgmt For For For Re: Class D NCRPS
Willis Towers Watson Public Limited Company
Meeting Date: 06/10/2020 Country: Ireland Primary Security ID: G96629103 Record Date: 03/20/2020 Meeting Type: Annual Ticker: WLTW
Shares Voted: 62,385
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anna C. Catalano Mgmt For For For
1b Elect Director Victor F. Ganzi Mgmt For For For
1c Elect Director John J. Haley Mgmt For For For
1d Elect Director Wendy E. Lane Mgmt For For For
1e Elect Director Brendan R. O'Neill Mgmt For For For
1f Elect Director Jaymin B. Patel Mgmt For For For
1g Elect Director Linda D. Rabbitt Mgmt For For For
1h Elect Director Paul D. Thomas Mgmt For For For
1i Elect Director Wilhelm Zeller Mgmt For For For
2 Ratify the Appointment of Deloitte & Touche Mgmt For For For LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Renew the Board's Authority to Issue Shares Mgmt For For For Under Irish Law
5 Renew the Board's Authority to Opt-Out of Mgmt For For For Statutory Pre-Emptions Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Willis Towers Watson Public Limited Company
Shares Voted: 201,354
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anna C. Catalano Mgmt For For For
1b Elect Director Victor F. Ganzi Mgmt For For For
1c Elect Director John J. Haley Mgmt For For For
1d Elect Director Wendy E. Lane Mgmt For For For
1e Elect Director Brendan R. O'Neill Mgmt For For For
1f Elect Director Jaymin B. Patel Mgmt For For For
1g Elect Director Linda D. Rabbitt Mgmt For For For
1h Elect Director Paul D. Thomas Mgmt For For For
1i Elect Director Wilhelm Zeller Mgmt For For For
2 Ratify the Appointment of Deloitte & Touche Mgmt For For For LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Renew the Board's Authority to Issue Shares Mgmt For For For Under Irish Law
5 Renew the Board's Authority to Opt-Out of Mgmt For For For Statutory Pre-Emptions Rights
Zhongsheng Group Holdings Limited
Meeting Date: 06/10/2020 Country: Cayman Islands Primary Security ID: G9894K108 Record Date: 06/04/2020 Meeting Type: Annual Ticker: 881
Shares Voted: 131,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Elect Huang Yi as Director Mgmt For Against Against
4 Elect David Alexander Newbigging as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Zhongsheng Group Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Elect Hsu David as Director Mgmt For For For
6 Elect Ying Wei as Director Mgmt For For For
7 Elect Li Yanwei as Director Mgmt For For For
8 Elect Li Guohui as Director Mgmt For For For
9 Elect Tang Xianfeng as Director Mgmt For For For
10 Authorize Board to Fix Remuneration of Mgmt For For For Directors
11 Approve Ernst & Young as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
12 Authorize Repurchase of Issued Share Capital Mgmt For For For
13 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
14 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Shares Voted: 59,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Elect Huang Yi as Director Mgmt For Against Against
4 Elect David Alexander Newbigging as Director Mgmt For For For
5 Elect Hsu David as Director Mgmt For For For
6 Elect Ying Wei as Director Mgmt For For For
7 Elect Li Yanwei as Director Mgmt For For For
8 Elect Li Guohui as Director Mgmt For For For
9 Elect Tang Xianfeng as Director Mgmt For For For
10 Authorize Board to Fix Remuneration of Mgmt For For For Directors
11 Approve Ernst & Young as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
12 Authorize Repurchase of Issued Share Capital Mgmt For For For
13 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
14 Authorize Reissuance of Repurchased Shares Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Activision Blizzard, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 00507V109 Record Date: 04/15/2020 Meeting Type: Annual Ticker: ATVI
Shares Voted: 802,366
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Reveta Bowers Mgmt For For For
1b Elect Director Robert Corti Mgmt For For For
1c Elect Director Hendrik Hartong, III Mgmt For For For
1d Elect Director Brian Kelly Mgmt For For For
1e Elect Director Robert Kotick Mgmt For For For
1f Elect Director Barry Meyer Mgmt For For For
1g Elect Director Robert Morgado Mgmt For For For
1h Elect Director Peter Nolan Mgmt For For For
1i Elect Director Dawn Ostroff Mgmt For For For
1j Elect Director Casey Wasserman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Report on Political Contributions Disclosure SH Against Against Against
Shares Voted: 1,230,634
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Reveta Bowers Mgmt For For For
1b Elect Director Robert Corti Mgmt For For For
1c Elect Director Hendrik Hartong, III Mgmt For For For
1d Elect Director Brian Kelly Mgmt For For For
1e Elect Director Robert Kotick Mgmt For For For
1f Elect Director Barry Meyer Mgmt For For For
1g Elect Director Robert Morgado Mgmt For For For
1h Elect Director Peter Nolan Mgmt For For For
1i Elect Director Dawn Ostroff Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Activision Blizzard, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Casey Wasserman Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Report on Political Contributions Disclosure SH Against Against Against
Ameris Bancorp
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 03076K108 Record Date: 04/02/2020 Meeting Type: Annual Ticker: ABCB
Shares Voted: 7,479
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rodney D. Bullard Mgmt For For For
1.2 Elect Director James B. Miller, Jr. Mgmt For For For
1.3 Elect Director William I. Bowen, Jr. Mgmt For For For
1.4 Elect Director Wm. Millard Choate Mgmt For For For
1.5 Elect Director Robert P. Lynch Mgmt For For For
1.6 Elect Director Elizabeth A. McCague Mgmt For For For
1.7 Elect Director Gloria A. O'Neal Mgmt For For For
1.8 Elect Director H. Palmer Proctor, Jr. Mgmt For For For
2 Ratify Crowe LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Increase Authorized Common Stock Mgmt For Against Against
5 Eliminate Supermajority Vote Requirement Mgmt For For For
6 Declassify the Board of Directors Mgmt For For For
Shares Voted: 10,504
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rodney D. Bullard Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ameris Bancorp
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director James B. Miller, Jr. Mgmt For For For
1.3 Elect Director William I. Bowen, Jr. Mgmt For For For
1.4 Elect Director Wm. Millard Choate Mgmt For For For
1.5 Elect Director Robert P. Lynch Mgmt For For For
1.6 Elect Director Elizabeth A. McCague Mgmt For For For
1.7 Elect Director Gloria A. O'Neal Mgmt For For For
1.8 Elect Director H. Palmer Proctor, Jr. Mgmt For For For
2 Ratify Crowe LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Increase Authorized Common Stock Mgmt For Against Against
5 Eliminate Supermajority Vote Requirement Mgmt For For For
6 Declassify the Board of Directors Mgmt For For For
Best Buy Co., Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 086516101 Record Date: 04/13/2020 Meeting Type: Annual Ticker: BBY
Shares Voted: 3,482,483
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Corie S. Barry Mgmt For For For
1b Elect Director Lisa M. Caputo Mgmt For For For
1c Elect Director J. Patrick Doyle Mgmt For For For
1d Elect Director Kathy J. Higgins Victor Mgmt For For For
1e Elect Director David W. Kenny Mgmt For For For
1f Elect Director Karen A. McLoughlin Mgmt For For For
1g Elect Director Thomas L. "Tommy" Millner Mgmt For For For
1h Elect Director Claudia F. Munce Mgmt For For For
1i Elect Director Richelle P. Parham Mgmt For For For
1j Elect Director Eugene A. Woods Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Best Buy Co., Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Eliminate Supermajority Vote Requirement to Mgmt For For For Amend, Alter or Repeal the Provisions of Article IX
6 Eliminate Supermajority Vote Requirement to Mgmt For For For Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws
7 Eliminate Supermajority Vote Requirement to Mgmt For For For Amend, Alter or Repeal the Provisions of Article X
8 Amend the Anti-Greenmail Provision Voting Mgmt For For For Standard in Article X, Section 2
Shares Voted: 1,357,575
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Corie S. Barry Mgmt For For For
1b Elect Director Lisa M. Caputo Mgmt For For For
1c Elect Director J. Patrick Doyle Mgmt For For For
1d Elect Director Kathy J. Higgins Victor Mgmt For For For
1e Elect Director David W. Kenny Mgmt For For For
1f Elect Director Karen A. McLoughlin Mgmt For For For
1g Elect Director Thomas L. "Tommy" Millner Mgmt For For For
1h Elect Director Claudia F. Munce Mgmt For For For
1i Elect Director Richelle P. Parham Mgmt For For For
1j Elect Director Eugene A. Woods Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Eliminate Supermajority Vote Requirement to Mgmt For For For Amend, Alter or Repeal the Provisions of Article IX Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Best Buy Co., Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Eliminate Supermajority Vote Requirement to Mgmt For For For Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws
7 Eliminate Supermajority Vote Requirement to Mgmt For For For Amend, Alter or Repeal the Provisions of Article X
8 Amend the Anti-Greenmail Provision Voting Mgmt For For For Standard in Article X, Section 2
BGC Partners, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 05541T101 Record Date: 04/14/2020 Meeting Type: Annual Ticker: BGCP
Shares Voted: 139,808
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Howard W. Lutnick Mgmt For Withhold Withhold
1.2 Elect Director Stephen T. Curwood Mgmt For For For
1.3 Elect Director William J. Moran Mgmt For For For
1.4 Elect Director Linda A. Bell Mgmt For For For
1.5 Elect Director David P. Richards Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 145,224
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Howard W. Lutnick Mgmt For Withhold Withhold
1.2 Elect Director Stephen T. Curwood Mgmt For For For
1.3 Elect Director William J. Moran Mgmt For For For
1.4 Elect Director Linda A. Bell Mgmt For For For
1.5 Elect Director David P. Richards Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BGC Partners, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Blackstone Mortgage Trust, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 09257W100 Record Date: 04/09/2020 Meeting Type: Annual Ticker: BXMT
Shares Voted: 956,683
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael B. Nash Mgmt For For For
1.2 Elect Director Stephen D. Plavin Mgmt For For For
1.3 Elect Director Leonard W. Cotton Mgmt For For For
1.4 Elect Director Thomas E. Dobrowski Mgmt For Withhold Withhold
1.5 Elect Director Martin L. Edelman Mgmt For For For
1.6 Elect Director Henry N. Nassau Mgmt For Withhold Withhold
1.7 Elect Director Jonathan L. Pollack Mgmt For For For
1.8 Elect Director Lynne B. Sagalyn Mgmt For Withhold For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 127,986
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael B. Nash Mgmt For For For
1.2 Elect Director Stephen D. Plavin Mgmt For For For
1.3 Elect Director Leonard W. Cotton Mgmt For For For
1.4 Elect Director Thomas E. Dobrowski Mgmt For Withhold Withhold
1.5 Elect Director Martin L. Edelman Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Blackstone Mortgage Trust, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Henry N. Nassau Mgmt For Withhold Withhold
1.7 Elect Director Jonathan L. Pollack Mgmt For For For
1.8 Elect Director Lynne B. Sagalyn Mgmt For Withhold For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
CECO Environmental Corp.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 125141101 Record Date: 04/15/2020 Meeting Type: Annual Ticker: CECE
Shares Voted: 74,074
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jason DeZwirek Mgmt For For For
1.2 Elect Director Eric M. Goldberg Mgmt For For For
1.3 Elect Director David B. Liner Mgmt For Withhold Withhold
1.4 Elect Director Claudio A. Mannarino Mgmt For Withhold Withhold
1.5 Elect Director Munish Nanda Mgmt For For For
1.6 Elect Director Jonathan Pollack Mgmt For For For
1.7 Elect Director Valerie Gentile Sachs Mgmt For Withhold For
1.8 Elect Director Dennis Sadlowski Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify BDO USA, LLP as Auditors Mgmt For For For
Shares Voted: 60,841
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jason DeZwirek Mgmt For For For
1.2 Elect Director Eric M. Goldberg Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CECO Environmental Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director David B. Liner Mgmt For Withhold Withhold
1.4 Elect Director Claudio A. Mannarino Mgmt For Withhold Withhold
1.5 Elect Director Munish Nanda Mgmt For For For
1.6 Elect Director Jonathan Pollack Mgmt For For For
1.7 Elect Director Valerie Gentile Sachs Mgmt For Withhold For
1.8 Elect Director Dennis Sadlowski Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
4 Ratify BDO USA, LLP as Auditors Mgmt For For For
DaVita Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 23918K108 Record Date: 04/13/2020 Meeting Type: Annual Ticker: DVA
Shares Voted: 173,393
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pamela M. Arway Mgmt For For For
1b Elect Director Charles G. Berg Mgmt For For For
1c Elect Director Barbara J. Desoer Mgmt For For For
1d Elect Director Pascal Desroches Mgmt For For For
1e Elect Director Paul J. Diaz Mgmt For For For
1f Elect Director John M. Nehra Mgmt For For For
1g Elect Director Javier J. Rodriguez Mgmt For For For
1h Elect Director Phyllis R. Yale Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For Against Against
5 Report on Political Contributions SH Against Refer For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DaVita Inc.
Shares Voted: 582,398
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Pamela M. Arway Mgmt For For For
1b Elect Director Charles G. Berg Mgmt For For For
1c Elect Director Barbara J. Desoer Mgmt For For For
1d Elect Director Pascal Desroches Mgmt For For For
1e Elect Director Paul J. Diaz Mgmt For For For
1f Elect Director John M. Nehra Mgmt For For For
1g Elect Director Javier J. Rodriguez Mgmt For For For
1h Elect Director Phyllis R. Yale Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For Against Against
5 Report on Political Contributions SH Against Refer For
Dollar Tree, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 256746108 Record Date: 04/09/2020 Meeting Type: Annual Ticker: DLTR
Shares Voted: 131,846
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Arnold S. Barron Mgmt For For For
1b Elect Director Gregory M. Bridgeford Mgmt For For For
1c Elect Director Thomas W. Dickson Mgmt For For For
1d Elect Director Lemuel E. Lewis Mgmt For For For
1e Elect Director Jeffrey G. Naylor Mgmt For For For
1f Elect Director Gary M. Philbin Mgmt For For For
1g Elect Director Bob Sasser Mgmt For For For
1h Elect Director Thomas A. Saunders, III Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Dollar Tree, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Stephanie P. Stahl Mgmt For For For
1j Elect Director Carrie A. Wheeler Mgmt For For For
1k Elect Director Thomas E. Whiddon Mgmt For For For
1l Elect Director Carl P. Zeithaml Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Report on Greenhouse Gas Emissions Goals SH Against Refer For
Shares Voted: 437,229
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Arnold S. Barron Mgmt For For For
1b Elect Director Gregory M. Bridgeford Mgmt For For For
1c Elect Director Thomas W. Dickson Mgmt For For For
1d Elect Director Lemuel E. Lewis Mgmt For For For
1e Elect Director Jeffrey G. Naylor Mgmt For For For
1f Elect Director Gary M. Philbin Mgmt For For For
1g Elect Director Bob Sasser Mgmt For For For
1h Elect Director Thomas A. Saunders, III Mgmt For For For
1i Elect Director Stephanie P. Stahl Mgmt For For For
1j Elect Director Carrie A. Wheeler Mgmt For For For
1k Elect Director Thomas E. Whiddon Mgmt For For For
1l Elect Director Carl P. Zeithaml Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Report on Greenhouse Gas Emissions Goals SH Against Refer For
FleetCor Technologies Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 339041105 Record Date: 04/17/2020 Meeting Type: Annual Ticker: FLT Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FleetCor Technologies Inc.
Shares Voted: 2,272
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Steven T. Stull Mgmt For Against Against
1.2 Elect Director Michael Buckman Mgmt For For For
1.3 Elect Director Thomas M. Hagerty Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Call Special Meeting SH Against For For
5 Adopt Policy that Adjust Financial SH Against For For Performance Metrics to Exclude The Impact of Share Repurchases for Executive Officers
Shares Voted: 2,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Steven T. Stull Mgmt For Against Against
1.2 Elect Director Michael Buckman Mgmt For For For
1.3 Elect Director Thomas M. Hagerty Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Call Special Meeting SH Against For For
5 Adopt Policy that Adjust Financial SH Against For For Performance Metrics to Exclude The Impact of Share Repurchases for Executive Officers
Gazprom Neft PJSC
Meeting Date: 06/11/2020 Country: Russia Primary Security ID: X7813K101 Record Date: 05/18/2020 Meeting Type: Annual Ticker: SIBN
Shares Voted: 66,680
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Annual Report Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gazprom Neft PJSC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Financial Statements Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Dividends of RUB 37.96 per Share Mgmt For For For
Elect 13 Directors by Cumulative Voting Mgmt
5.1 Elect Vladimir Alisov as Director Mgmt None Against Against
5.2 Elect Aleksandr Diukov as Director Mgmt None Against Against
5.3 Elect Sergei Kuznets as Director Mgmt None Against Against
5.4 Elect Vitalii Markelov as Director Mgmt None Against Against
5.5 Elect Aleksandr Medvedev as Director Mgmt None Against Against
5.6 Elect Aleksei Miller as Director Mgmt None Against Against
5.7 Elect Sergei Menshikov as Director Mgmt None Against Against
5.8 Elect Elena Mikhailova as Director Mgmt None Against Against
5.9 Elect Famil Sadygov as Director Mgmt None Against Against
5.10 Elect Kirill Seleznev as Director Mgmt None Against Against
5.11 Elect Valerii Serdiukov as Director Mgmt None Against Against
5.12 Elect Mikhail Sereda as Director Mgmt None Against Against
5.13 Elect Gennadii Sukhov as Director Mgmt None Against Against
Elect Five Members of Audit Commission Mgmt
6.1 Elect Vadim Bikulov as Member of Audit Mgmt For For For Commission
6.2 Elect Mikhail Vaigel as Member of Audit Mgmt For For For Commission
6.3 Elect Galina Delvig as Member of Audit Mgmt For For For Commission
6.4 Elect Margarita Mironova as Member of Audit Mgmt For For For Commission
6.5 Elect Inna Tolstikova as Member of Audit Mgmt For For For Commission
7 Ratify FBK as Auditor Mgmt For For For
8 Approve Remuneration of Directors Mgmt For Against Against
9 Approve Remuneration of Members of Audit Mgmt For For For Commission Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gazprom Neft PJSC
Shares Voted: 34,030
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Annual Report Mgmt For For For
2 Approve Financial Statements Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Dividends of RUB 37.96 per Share Mgmt For For For
Elect 13 Directors by Cumulative Voting Mgmt
5.1 Elect Vladimir Alisov as Director Mgmt None Against Against
5.2 Elect Aleksandr Diukov as Director Mgmt None Against Against
5.3 Elect Sergei Kuznets as Director Mgmt None Against Against
5.4 Elect Vitalii Markelov as Director Mgmt None Against Against
5.5 Elect Aleksandr Medvedev as Director Mgmt None Against Against
5.6 Elect Aleksei Miller as Director Mgmt None Against Against
5.7 Elect Sergei Menshikov as Director Mgmt None Against Against
5.8 Elect Elena Mikhailova as Director Mgmt None Against Against
5.9 Elect Famil Sadygov as Director Mgmt None Against Against
5.10 Elect Kirill Seleznev as Director Mgmt None Against Against
5.11 Elect Valerii Serdiukov as Director Mgmt None Against Against
5.12 Elect Mikhail Sereda as Director Mgmt None Against Against
5.13 Elect Gennadii Sukhov as Director Mgmt None Against Against
Elect Five Members of Audit Commission Mgmt
6.1 Elect Vadim Bikulov as Member of Audit Mgmt For For For Commission
6.2 Elect Mikhail Vaigel as Member of Audit Mgmt For For For Commission
6.3 Elect Galina Delvig as Member of Audit Mgmt For For For Commission
6.4 Elect Margarita Mironova as Member of Audit Mgmt For For For Commission
6.5 Elect Inna Tolstikova as Member of Audit Mgmt For For For Commission
7 Ratify FBK as Auditor Mgmt For For For
8 Approve Remuneration of Directors Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gazprom Neft PJSC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Approve Remuneration of Members of Audit Mgmt For For For Commission
Hooker Furniture Corporation
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 439038100 Record Date: 04/13/2020 Meeting Type: Annual Ticker: HOFT
Shares Voted: 3,048
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Paul B. Toms, Jr. Mgmt For For For
1.2 Elect Director W. Christopher Beeler, Jr. Mgmt For For For
1.3 Elect Director Paulette Garafalo Mgmt For For For
1.4 Elect Director Tonya H. Jackson Mgmt For For For
1.5 Elect Director E. Larry Ryder Mgmt For For For
1.6 Elect Director Ellen C. Taaffe Mgmt For For For
1.7 Elect Director Henry G. Williamson, Jr. Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For For For
3 Ratify KPMG LLP as Auditor Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 4,510
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Paul B. Toms, Jr. Mgmt For For For
1.2 Elect Director W. Christopher Beeler, Jr. Mgmt For For For
1.3 Elect Director Paulette Garafalo Mgmt For For For
1.4 Elect Director Tonya H. Jackson Mgmt For For For
1.5 Elect Director E. Larry Ryder Mgmt For For For
1.6 Elect Director Ellen C. Taaffe Mgmt For For For
1.7 Elect Director Henry G. Williamson, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hooker Furniture Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Amend Omnibus Stock Plan Mgmt For For For
3 Ratify KPMG LLP as Auditor Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Kennedy-Wilson Holdings, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 489398107 Record Date: 04/24/2020 Meeting Type: Annual Ticker: KW
Shares Voted: 4,490
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Todd Boehly Mgmt For For For
1.2 Elect Director David A. Minella Mgmt For For For
1.3 Elect Director Mary Ricks Mgmt For For For
1.4 Elect Director Sanaz Zaimi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 64
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Todd Boehly Mgmt For For For
1.2 Elect Director David A. Minella Mgmt For For For
1.3 Elect Director Mary Ricks Mgmt For For For
1.4 Elect Director Sanaz Zaimi Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
LHC Group, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 50187A107 Record Date: 04/14/2020 Meeting Type: Annual Ticker: LHCG
Shares Voted: 25,714
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jonathan Goldberg Mgmt For For For
1.2 Elect Director Clifford S. Holtz Mgmt For For For
1.3 Elect Director W.J. 'Billy' Tauzin Mgmt For For For
1.4 Elect Director Brent Turner Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 41,589
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jonathan Goldberg Mgmt For For For
1.2 Elect Director Clifford S. Holtz Mgmt For For For
1.3 Elect Director W.J. 'Billy' Tauzin Mgmt For For For
1.4 Elect Director Brent Turner Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
PRA Group, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 69354N106 Record Date: 04/14/2020 Meeting Type: Annual Ticker: PRAA
Shares Voted: 544,583
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2.1 Elect Director Danielle M. Brown Mgmt For For For
2.2 Elect Director Marjorie M. Connelly Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PRA Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.3 Elect Director James A. Nussle Mgmt For For For
2.4 Elect Director Scott M. Tabakin Mgmt For For For
3 Amend Certificate of Incorporation to Remove Mgmt For For For Certain Director Nomination Provisions
4 Ratify KPMG LLP as Auditors Mgmt For For For
5 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 18,046
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2.1 Elect Director Danielle M. Brown Mgmt For For For
2.2 Elect Director Marjorie M. Connelly Mgmt For For For
2.3 Elect Director James A. Nussle Mgmt For For For
2.4 Elect Director Scott M. Tabakin Mgmt For For For
3 Amend Certificate of Incorporation to Remove Mgmt For For For Certain Director Nomination Provisions
4 Ratify KPMG LLP as Auditors Mgmt For For For
5 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
QAD Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 74727D207 Record Date: 04/16/2020 Meeting Type: Annual Ticker: QADB
Shares Voted: 2,840
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Scott J. Adelson Mgmt For For For
1b Elect Director Anton Chilton Mgmt For Withhold Withhold
1c Elect Director Kathleen M. Crusco Mgmt For For For
1d Elect Director Peter R. van Cuylenburg Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
QAD Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1e Elect Director Pamela M. Lopker Mgmt For Withhold Withhold
1f Elect Director Lee D. Roberts Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 3,990
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Scott J. Adelson Mgmt For For For
1b Elect Director Anton Chilton Mgmt For Withhold Withhold
1c Elect Director Kathleen M. Crusco Mgmt For For For
1d Elect Director Peter R. van Cuylenburg Mgmt For For For
1e Elect Director Pamela M. Lopker Mgmt For Withhold Withhold
1f Elect Director Lee D. Roberts Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Redwood Trust, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 758075402 Record Date: 03/20/2020 Meeting Type: Annual Ticker: RWT
Shares Voted: 1,061,884
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard D. Baum Mgmt For For For
1.2 Elect Director Christopher J. Abate Mgmt For For For
1.3 Elect Director Douglas B. Hansen Mgmt For For For
1.4 Elect Director Debora D. Horvath Mgmt For For For
1.5 Elect Director Greg H. Kubicek Mgmt For For For
1.6 Elect Director Fred J. Matera Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Redwood Trust, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Jeffrey T. Pero Mgmt For For For
1.8 Elect Director Georganne C. Proctor Mgmt For For For
2 Ratify Grant Thornton LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Increase Authorized Common Stock Mgmt For For For
5 Amend Omnibus Stock Plan Mgmt For Against Against
Shares Voted: 17,348
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard D. Baum Mgmt For For For
1.2 Elect Director Christopher J. Abate Mgmt For For For
1.3 Elect Director Douglas B. Hansen Mgmt For For For
1.4 Elect Director Debora D. Horvath Mgmt For For For
1.5 Elect Director Greg H. Kubicek Mgmt For For For
1.6 Elect Director Fred J. Matera Mgmt For For For
1.7 Elect Director Jeffrey T. Pero Mgmt For For For
1.8 Elect Director Georganne C. Proctor Mgmt For For For
2 Ratify Grant Thornton LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Increase Authorized Common Stock Mgmt For For For
5 Amend Omnibus Stock Plan Mgmt For Against Against
Taiwan PCB Techvest Co., Ltd.
Meeting Date: 06/11/2020 Country: Taiwan Primary Security ID: Y84126138 Record Date: 04/10/2020 Meeting Type: Annual Ticker: 8213 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Taiwan PCB Techvest Co., Ltd.
Shares Voted: 300,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Amend Procedures for Lending Funds to Mgmt For Against Against Other Parties
4 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
5 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
Shares Voted: 114,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Amend Procedures for Lending Funds to Mgmt For Against Against Other Parties
4 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
5 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
UMH Properties, Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 903002103 Record Date: 03/27/2020 Meeting Type: Annual Ticker: UMH
Shares Voted: 15,621
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jeffrey A. Carus Mgmt For Withhold Withhold
1.2 Elect Director Matthew I. Hirsch Mgmt For Withhold Withhold
1.3 Elect Director Kenneth K. Quigley, Jr. Mgmt For Withhold Withhold
2 Ratify PKF O'Connor Davies, LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UMH Properties, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 25,407
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jeffrey A. Carus Mgmt For Withhold Withhold
1.2 Elect Director Matthew I. Hirsch Mgmt For Withhold Withhold
1.3 Elect Director Kenneth K. Quigley, Jr. Mgmt For Withhold Withhold
2 Ratify PKF O'Connor Davies, LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Western Alliance Bancorporation
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 957638109 Record Date: 04/13/2020 Meeting Type: Annual Ticker: WAL
Shares Voted: 21,256
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bruce Beach Mgmt For For For
1b Elect Director Juan Figuereo Mgmt For For For
1c Elect Director Howard Gould Mgmt For For For
1d Elect Director Steven Hilton Mgmt For For For
1e Elect Director Marianne Boyd Johnson Mgmt For For For
1f Elect Director Robert Latta Mgmt For For For
1g Elect Director Todd Marshall Mgmt For For For
1h Elect Director Adriane McFetridge Mgmt For For For
1i Elect Director Michael Patriarca Mgmt For For For
1j Elect Director Robert Sarver Mgmt For For For
1k Elect Director Bryan Segedi Mgmt For For For
1l Elect Director Donald Snyder Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Western Alliance Bancorporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1m Elect Director Sung Won Sohn Mgmt For For For
1n Elect Director Kenneth A. Vecchione Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify RSM US LLP as Auditors Mgmt For For For
Shares Voted: 22,222
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bruce Beach Mgmt For For For
1b Elect Director Juan Figuereo Mgmt For For For
1c Elect Director Howard Gould Mgmt For For For
1d Elect Director Steven Hilton Mgmt For For For
1e Elect Director Marianne Boyd Johnson Mgmt For For For
1f Elect Director Robert Latta Mgmt For For For
1g Elect Director Todd Marshall Mgmt For For For
1h Elect Director Adriane McFetridge Mgmt For For For
1i Elect Director Michael Patriarca Mgmt For For For
1j Elect Director Robert Sarver Mgmt For For For
1k Elect Director Bryan Segedi Mgmt For For For
1l Elect Director Donald Snyder Mgmt For For For
1m Elect Director Sung Won Sohn Mgmt For For For
1n Elect Director Kenneth A. Vecchione Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify RSM US LLP as Auditors Mgmt For For For
ZAGG Inc
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 98884U108 Record Date: 04/17/2020 Meeting Type: Annual Ticker: ZAGG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ZAGG Inc
Shares Voted: 148,514
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Chris Ahern Mgmt For For For
1.2 Elect Director Michael T. Birch Mgmt For Withhold Withhold
1.3 Elect Director Cheryl A. Larabee Mgmt For Withhold For
1.4 Elect Director Daniel R. Maurer Mgmt For Withhold Withhold
1.5 Elect Director P. Scott Stubbs Mgmt For Withhold Withhold
1.6 Elect Director Ronald G. Garriques Mgmt For For For
1.7 Elect Director Edward Terino Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 19,104
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Chris Ahern Mgmt For For For
1.2 Elect Director Michael T. Birch Mgmt For Withhold Withhold
1.3 Elect Director Cheryl A. Larabee Mgmt For Withhold For
1.4 Elect Director Daniel R. Maurer Mgmt For Withhold Withhold
1.5 Elect Director P. Scott Stubbs Mgmt For Withhold Withhold
1.6 Elect Director Ronald G. Garriques Mgmt For For For
1.7 Elect Director Edward Terino Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Biospecifics Technologies Corp.
Meeting Date: 06/12/2020 Country: USA Primary Security ID: 090931106 Record Date: 04/15/2020 Meeting Type: Annual Ticker: BSTC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Biospecifics Technologies Corp.
Shares Voted: 14,103
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jennifer Chao Mgmt For For For
1.2 Elect Director Mark Wegman Mgmt For For For
1.3 Elect Director Toby Wegman Mgmt For For For
2 Ratify EisnerAmper LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Adopt Shareholder Rights Plan (Poison Pill) Mgmt For For For
5 Increase Authorized Common Stock Mgmt For For For
Shares Voted: 11,235
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jennifer Chao Mgmt For For For
1.2 Elect Director Mark Wegman Mgmt For For For
1.3 Elect Director Toby Wegman Mgmt For For For
2 Ratify EisnerAmper LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Adopt Shareholder Rights Plan (Poison Pill) Mgmt For For For
5 Increase Authorized Common Stock Mgmt For For For
Industrial and Commercial Bank of China Limited
Meeting Date: 06/12/2020 Country: China Primary Security ID: Y3990B112 Record Date: 06/03/2020 Meeting Type: Annual Ticker: 1398
Shares Voted: 1,322,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Work Report of the Board of Mgmt For For For Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Industrial and Commercial Bank of China Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve 2019 Work Report of the Board of Mgmt For For For Supervisors
3 Approve 2019 Audited Accounts Mgmt For For For
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve 2020 Fixed Asset Investment Budget Mgmt For For For
6 Approve KPMG Huazhen LLP and KPMG as Mgmt For For For Domestic External Auditors and KPMG as Domestic External Auditors
7 Elect Shen Si as Director Mgmt For For For
8 Approve Issuance of Undated Additional Tier Mgmt For For For 1 Capital Bonds and Eligible Tier 2 Capital Instruments
9 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
10 Approve Issuance of Eligible Tier 2 Capital SH For For For Instruments
11 Approve Application for Authorization Limit SH For For For for Special Donations for COVID-19 Pandemic Prevention and Control
12 Elect Liao Lin as Director SH For For For
Shares Voted: 600,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Work Report of the Board of Mgmt For For For Directors
2 Approve 2019 Work Report of the Board of Mgmt For For For Supervisors
3 Approve 2019 Audited Accounts Mgmt For For For
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve 2020 Fixed Asset Investment Budget Mgmt For For For
6 Approve KPMG Huazhen LLP and KPMG as Mgmt For For For Domestic External Auditors and KPMG as Domestic External Auditors
7 Elect Shen Si as Director Mgmt For For For
8 Approve Issuance of Undated Additional Tier Mgmt For For For 1 Capital Bonds and Eligible Tier 2 Capital Instruments Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Industrial and Commercial Bank of China Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
10 Approve Issuance of Eligible Tier 2 Capital SH For For For Instruments
11 Approve Application for Authorization Limit SH For For For for Special Donations for COVID-19 Pandemic Prevention and Control
12 Elect Liao Lin as Director SH For For For
PPB Group Berhad
Meeting Date: 06/12/2020 Country: Malaysia Primary Security ID: Y70879104 Record Date: 06/02/2020 Meeting Type: Annual Ticker: 4065
Shares Voted: 38,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Directors' Fees Mgmt For For For
2 Approve Directors' Benefits Mgmt For For For
3 Elect Oh Siew Nam as Director Mgmt For For For
4 Elect Lim Soon Huat as Director Mgmt For For For
5 Elect Ahmad Riza bin Basir as Director Mgmt For Against Against
6 Approve Ernst & Young PLT as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
7 Approve Ahmad Sufian @ Qurnain bin Abdul Mgmt For For For Rashid to Continue Office as Independent Non-Executive Director
8 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
9 Approve Implementation of Shareholders' Mgmt For For For Mandate for Recurrent Related Party Transactions
10 Authorize Share Repurchase Program Mgmt For For For
Carrols Restaurant Group, Inc.
Meeting Date: 06/15/2020 Country: USA Primary Security ID: 14574X104 Record Date: 04/17/2020 Meeting Type: Annual Ticker: TAST Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Carrols Restaurant Group, Inc.
Shares Voted: 51,565
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Hannah S. Craven Mgmt For Against Against
1b Elect Director Lawrence E. Hyatt Mgmt For Against Against
1c Elect Director Alexander Sloane Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
PGT Innovations, Inc.
Meeting Date: 06/15/2020 Country: USA Primary Security ID: 69336V101 Record Date: 04/27/2020 Meeting Type: Annual Ticker: PGTI
Shares Voted: 6,090
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Brett N. Milgrim Mgmt For For For
1.2 Elect Director Richard D. Feintuch Mgmt For For For
1.3 Elect Director Jeffrey T. Jackson Mgmt For For For
1.4 Elect Director Frances Powell Hawes Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 8,553
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Brett N. Milgrim Mgmt For For For
1.2 Elect Director Richard D. Feintuch Mgmt For For For
1.3 Elect Director Jeffrey T. Jackson Mgmt For For For
1.4 Elect Director Frances Powell Hawes Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PGT Innovations, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Tiptree Inc.
Meeting Date: 06/15/2020 Country: USA Primary Security ID: 88822Q103 Record Date: 04/17/2020 Meeting Type: Annual Ticker: TIPT
Shares Voted: 29,747
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Paul M. Friedman Mgmt For Withhold Withhold
1.2 Elect Director Bradley E. Smith Mgmt For Withhold Withhold
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Wiwynn Corp.
Meeting Date: 06/15/2020 Country: Taiwan Primary Security ID: Y9673D101 Record Date: 04/16/2020 Meeting Type: Annual Ticker: 6669
Shares Voted: 56,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
4 Approve Amendments to Rules and Mgmt For For For Procedures Regarding Shareholder's General Meeting
5 Approve Amendment to Rules and Procedures Mgmt For For For for Election of Directors
ELECT NON-INDEPENDENT DIRECTORS AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wiwynn Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6.1 Elect SIMON LIN, a Representative of Mgmt For For For WISTRON CORPORATION, with SHAREHOLDER NO.0000001, as Non-independent Director
6.2 Elect EMILY HONG, with SHAREHOLDER Mgmt For For For NO.0000002 as Non-independent Director
6.3 Elect FRANK LIN, a Representative of Mgmt For For For WISTRON CORPORATION, with SHAREHOLDER NO.0000001, as Non-independent Director
6.4 Elect SUNLAI CHANG, with SHAREHOLDER Mgmt For For For NO.0000005 as Non-independent Director
6.5 Elect STEVEN LU, with SHAREHOLDER Mgmt For For For NO.0000007 as Non-independent Director
6.6 Elect CHARLES KAU, with SHAREHOLDER Mgmt For For For NO.A104129XXX as Independent Director
6.7 Elect SIMON DZENG, with SHAREHOLDER Mgmt For For For NO.Y100323XXX as Independent Director
6.8 Elect VICTOR CHENG, with SHAREHOLDER Mgmt For For For NO.J100515XXX as Independent Director
6.9 Elect CATHY HAN, with SHAREHOLDER Mgmt For For For NO.E220500XXX as Independent Director
7 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Newly Appointed Directors and Representatives
Shares Voted: 22,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
4 Approve Amendments to Rules and Mgmt For For For Procedures Regarding Shareholder's General Meeting
5 Approve Amendment to Rules and Procedures Mgmt For For For for Election of Directors
ELECT NON-INDEPENDENT DIRECTORS AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wiwynn Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6.1 Elect SIMON LIN, a Representative of Mgmt For For For WISTRON CORPORATION, with SHAREHOLDER NO.0000001, as Non-independent Director
6.2 Elect EMILY HONG, with SHAREHOLDER Mgmt For For For NO.0000002 as Non-independent Director
6.3 Elect FRANK LIN, a Representative of Mgmt For For For WISTRON CORPORATION, with SHAREHOLDER NO.0000001, as Non-independent Director
6.4 Elect SUNLAI CHANG, with SHAREHOLDER Mgmt For For For NO.0000005 as Non-independent Director
6.5 Elect STEVEN LU, with SHAREHOLDER Mgmt For For For NO.0000007 as Non-independent Director
6.6 Elect CHARLES KAU, with SHAREHOLDER Mgmt For For For NO.A104129XXX as Independent Director
6.7 Elect SIMON DZENG, with SHAREHOLDER Mgmt For For For NO.Y100323XXX as Independent Director
6.8 Elect VICTOR CHENG, with SHAREHOLDER Mgmt For For For NO.J100515XXX as Independent Director
6.9 Elect CATHY HAN, with SHAREHOLDER Mgmt For For For NO.E220500XXX as Independent Director
7 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Newly Appointed Directors and Representatives
Bright Horizons Family Solutions Inc.
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 109194100 Record Date: 04/20/2020 Meeting Type: Annual Ticker: BFAM
Shares Voted: 41,978
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen H. Kramer Mgmt For For For
1b Elect Director Sara Lawrence-Lightfoot Mgmt For For For
1c Elect Director David H. Lissy Mgmt For For For
1d Elect Director Cathy E. Minehan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bright Horizons Family Solutions Inc.
Shares Voted: 39,464
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Stephen H. Kramer Mgmt For For For
1b Elect Director Sara Lawrence-Lightfoot Mgmt For For For
1c Elect Director David H. Lissy Mgmt For For For
1d Elect Director Cathy E. Minehan Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Evercore Inc.
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 29977A105 Record Date: 04/22/2020 Meeting Type: Annual Ticker: EVR
Shares Voted: 488,689
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Roger C. Altman Mgmt For For For
1.2 Elect Director Richard I. Beattie Mgmt For For For
1.3 Elect Director Pamela G. Carlton Mgmt For For For
1.4 Elect Director Ellen V. Futter Mgmt For For For
1.5 Elect Director Gail B. Harris Mgmt For For For
1.6 Elect Director Robert B. Millard Mgmt For For For
1.7 Elect Director Willard J. Overlock, Jr. Mgmt For For For
1.8 Elect Director Simon M. Robertson Mgmt For For For
1.9 Elect Director Ralph L. Schlosstein Mgmt For For For
1.10 Elect Director John S. Weinberg Mgmt For For For
1.11 Elect Director William J. Wheeler Mgmt For For For
1.12 Elect Director Sarah K. Williamson Mgmt For For For
1.13 Elect Director Kendrick R. Wilson, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Evercore Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Amend Omnibus Stock Plan Mgmt For Against For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 94,943
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Roger C. Altman Mgmt For For For
1.2 Elect Director Richard I. Beattie Mgmt For For For
1.3 Elect Director Pamela G. Carlton Mgmt For For For
1.4 Elect Director Ellen V. Futter Mgmt For For For
1.5 Elect Director Gail B. Harris Mgmt For For For
1.6 Elect Director Robert B. Millard Mgmt For For For
1.7 Elect Director Willard J. Overlock, Jr. Mgmt For For For
1.8 Elect Director Simon M. Robertson Mgmt For For For
1.9 Elect Director Ralph L. Schlosstein Mgmt For For For
1.10 Elect Director John S. Weinberg Mgmt For For For
1.11 Elect Director William J. Wheeler Mgmt For For For
1.12 Elect Director Sarah K. Williamson Mgmt For For For
1.13 Elect Director Kendrick R. Wilson, III Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Against For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
General Motors Company
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 37045V100 Record Date: 04/17/2020 Meeting Type: Annual Ticker: GM
Shares Voted: 75
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mary T. Barra Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
General Motors Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Wesley G. Bush Mgmt For For For
1c Elect Director Linda R. Gooden Mgmt For For For
1d Elect Director Joseph Jimenez Mgmt For For For
1e Elect Director Jane L. Mendillo Mgmt For For For
1f Elect Director Judith A. Miscik Mgmt For For For
1g Elect Director Patricia F. Russo Mgmt For For For
1h Elect Director Thomas M. Schoewe Mgmt For For For
1i Elect Director Theodore M. Solso Mgmt For For For
1j Elect Director Carol M. Stephenson Mgmt For For For
1k Elect Director Devin N. Wenig Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
5 Approve Omnibus Stock Plan Mgmt For For For
6 Provide Right to Act by Written Consent SH Against For For
7 Amend Proxy Access Right SH Against For For
8 Report on Human Rights Policy SH Against Refer For Implementation
9 Report on Lobbying Payments and Policy SH Against Against Against
Global Mixed-Mode Technology, Inc.
Meeting Date: 06/16/2020 Country: Taiwan Primary Security ID: Y2717S101 Record Date: 04/17/2020 Meeting Type: Annual Ticker: 8081
Shares Voted: 122,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Global Mixed-Mode Technology, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
ELECT NON-INDEPENDENT AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
4.1 Elect SIE, NAN-CIANG, a Representative of Mgmt For For For YIPENG INVESTMENT CO., LTD. with SHAREHOLDER NO.00000127, as Non-Independent Director
4.2 Elect WU,JIN-CHUAN with SHAREHOLDER Mgmt For For For NO.00000049 as Non-Independent Director
4.3 Elect WANG, CHEN-SHU-JHEN, a Mgmt For Against Against Representative of YIPENG YIPENG INVESTMENT CO., LTD. with SHAREHOLDER NO.00000127, as Non-Independent Director
4.4 Elect SIE, YU-RU, a Representative of YIPENG Mgmt For Against Against INVESTMENT CO., LTD. with SHAREHOLDER NO.00000127, as Non-Independent Director
4.5 Elect LUO, FU-CYUAN with SHAREHOLDER Mgmt For Against Against NO.I100331XXX as Independent Director
4.6 Elect CHEN, SHIH-SIN with SHAREHOLDER Mgmt For For For NO.T101699XXX as Independent Director
4.7 Elect CHEN, HUEI-LING with SHAREHOLDER Mgmt For For For NO.00011936 as Independent Director
5 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Newly Appointed Directors and Representatives
Shares Voted: 47,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
ELECT NON-INDEPENDENT AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
4.1 Elect SIE, NAN-CIANG, a Representative of Mgmt For For For YIPENG INVESTMENT CO., LTD. with SHAREHOLDER NO.00000127, as Non-Independent Director
4.2 Elect WU,JIN-CHUAN with SHAREHOLDER Mgmt For For For NO.00000049 as Non-Independent Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Global Mixed-Mode Technology, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.3 Elect WANG, CHEN-SHU-JHEN, a Mgmt For Against Against Representative of YIPENG YIPENG INVESTMENT CO., LTD. with SHAREHOLDER NO.00000127, as Non-Independent Director
4.4 Elect SIE, YU-RU, a Representative of YIPENG Mgmt For Against Against INVESTMENT CO., LTD. with SHAREHOLDER NO.00000127, as Non-Independent Director
4.5 Elect LUO, FU-CYUAN with SHAREHOLDER Mgmt For Against Against NO.I100331XXX as Independent Director
4.6 Elect CHEN, SHIH-SIN with SHAREHOLDER Mgmt For For For NO.T101699XXX as Independent Director
4.7 Elect CHEN, HUEI-LING with SHAREHOLDER Mgmt For For For NO.00011936 as Independent Director
5 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Newly Appointed Directors and Representatives
Ingersoll Rand, Inc.
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 45687V106 Record Date: 04/22/2020 Meeting Type: Annual Ticker: IR
Shares Voted: 31,314
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kirk E. Arnold Mgmt For For For
1b Elect Director William P. Donnelly Mgmt For For For
1c Elect Director Marc E. Jones Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
ITEQ Corp.
Meeting Date: 06/16/2020 Country: Taiwan Primary Security ID: Y4212E108 Record Date: 04/17/2020 Meeting Type: Annual Ticker: 6213 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ITEQ Corp.
Shares Voted: 118,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
Shares Voted: 45,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
Longfor Group Holdings Limited
Meeting Date: 06/16/2020 Country: Cayman Islands Primary Security ID: G5635P109 Record Date: 06/09/2020 Meeting Type: Annual Ticker: 960
Shares Voted: 60,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3.1 Elect Shao Mingxiao as Director Mgmt For Against Against
3.2 Elect Wang Guangjian as Director Mgmt For Against Against
3.3 Elect Chan Chi On, Derek as Director Mgmt For Against Against
3.4 Elect Xiang Bing as Director Mgmt For Against Against
3.5 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Deloitte Touche Tohmatsu as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Longfor Group Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Shares Voted: 27,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3.1 Elect Shao Mingxiao as Director Mgmt For Against Against
3.2 Elect Wang Guangjian as Director Mgmt For Against Against
3.3 Elect Chan Chi On, Derek as Director Mgmt For Against Against
3.4 Elect Xiang Bing as Director Mgmt For Against Against
3.5 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve Deloitte Touche Tohmatsu as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Mastercard Incorporated
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 57636Q104 Record Date: 04/20/2020 Meeting Type: Annual Ticker: MA
Shares Voted: 6,674
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard Haythornthwaite Mgmt For For For
1b Elect Director Ajay Banga Mgmt For For For
1c Elect Director Richard K. Davis Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mastercard Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Steven J. Freiberg Mgmt For For For
1e Elect Director Julius Genachowski Mgmt For For For
1f Elect Director Choon Phong Goh Mgmt For For For
1g Elect Director Merit E. Janow Mgmt For For For
1h Elect Director Oki Matsumoto Mgmt For For For
1i Elect Director Youngme Moon Mgmt For For For
1j Elect Director Rima Qureshi Mgmt For For For
1k Elect Director Jose Octavio Reyes Lagunes Mgmt For For For
1l Elect Director Gabrielle Sulzberger Mgmt For For For
1m Elect Director Jackson Tai Mgmt For For For
1n Elect Director Lance Uggla Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
MetLife, Inc.
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 59156R108 Record Date: 04/23/2020 Meeting Type: Annual Ticker: MET
Shares Voted: 734,232
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Cheryl W. Grise Mgmt For For For
1b Elect Director Carlos M. Gutierrez Mgmt For For For
1c Elect Director Gerald L. Hassell Mgmt For For For
1d Elect Director David L. Herzog Mgmt For For For
1e Elect Director R. Glenn Hubbard Mgmt For For For
1f Elect Director Edward J. Kelly, III Mgmt For For For
1g Elect Director William E. Kennard Mgmt For For For
1h Elect Director Michel A. Khalaf Mgmt For For For
1i Elect Director Catherine R. Kinney Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MetLife, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Diana L. McKenzie Mgmt For For For
1k Elect Director Denise M. Morrison Mgmt For For For
1l Elect Director Mark A. Weinberger Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 74,896
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Cheryl W. Grise Mgmt For For For
1b Elect Director Carlos M. Gutierrez Mgmt For For For
1c Elect Director Gerald L. Hassell Mgmt For For For
1d Elect Director David L. Herzog Mgmt For For For
1e Elect Director R. Glenn Hubbard Mgmt For For For
1f Elect Director Edward J. Kelly, III Mgmt For For For
1g Elect Director William E. Kennard Mgmt For For For
1h Elect Director Michel A. Khalaf Mgmt For For For
1i Elect Director Catherine R. Kinney Mgmt For For For
1j Elect Director Diana L. McKenzie Mgmt For For For
1k Elect Director Denise M. Morrison Mgmt For For For
1l Elect Director Mark A. Weinberger Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Spirit Airlines Inc.
Meeting Date: 06/16/2020 Country: USA Primary Security ID: 848577102 Record Date: 04/20/2020 Meeting Type: Annual Ticker: SAVE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spirit Airlines Inc.
Shares Voted: 54
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward M. Christie, III Mgmt For For For
1.2 Elect Director Mark B. Dunkerley Mgmt For For For
1.3 Elect Director Christine P. Richards Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Amadeus IT Group SA
Meeting Date: 06/17/2020 Country: Spain Primary Security ID: E04648114 Record Date: 06/12/2020 Meeting Type: Annual Ticker: AMS
Shares Voted: 62,556
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Consolidated and Standalone Mgmt For For For Financial Statements
2 Approve Non-Financial Information Statement Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Discharge of Board Mgmt For For For
5.1 Elect Xiaoqun Clever as Director Mgmt For For For
5.2 Reelect Jose Antonio Tazon Garcia as Director Mgmt For For For
5.3 Reelect Luis Maroto Camino as Director Mgmt For For For
5.4 Reelect David Webster as Director Mgmt For For For
5.5 Reelect Clara Furse as Director Mgmt For For For
5.6 Reelect Nicolas Huss as Director Mgmt For For For
5.7 Reelect Pierre-Henri Gourgeon as Director Mgmt For For For
5.8 Reelect Francesco Loredan as Director Mgmt For For For
6 Advisory Vote on Remuneration Report Mgmt For For For
7 Approve Remuneration of Directors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Amadeus IT Group SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Authorize Increase in Capital up to 10 Percent Mgmt For For For via Issuance of Equity or Equity-Linked Securities without Preemptive Rights
9 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Shares Voted: 183,406
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Consolidated and Standalone Mgmt For For For Financial Statements
2 Approve Non-Financial Information Statement Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Approve Discharge of Board Mgmt For For For
5.1 Elect Xiaoqun Clever as Director Mgmt For For For
5.2 Reelect Jose Antonio Tazon Garcia as Director Mgmt For For For
5.3 Reelect Luis Maroto Camino as Director Mgmt For For For
5.4 Reelect David Webster as Director Mgmt For For For
5.5 Reelect Clara Furse as Director Mgmt For For For
5.6 Reelect Nicolas Huss as Director Mgmt For For For
5.7 Reelect Pierre-Henri Gourgeon as Director Mgmt For For For
5.8 Reelect Francesco Loredan as Director Mgmt For For For
6 Advisory Vote on Remuneration Report Mgmt For For For
7 Approve Remuneration of Directors Mgmt For For For
8 Authorize Increase in Capital up to 10 Percent Mgmt For For For via Issuance of Equity or Equity-Linked Securities without Preemptive Rights
9 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Global Indemnity
Meeting Date: 06/17/2020 Country: Cayman Islands Primary Security ID: G3933F105 Record Date: 04/02/2020 Meeting Type: Annual Ticker: GBLI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Global Indemnity
Shares Voted: 300,511
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Saul A. Fox Mgmt For Against Against
1b Elect Director Joseph W. Brown Mgmt For For For
1c Elect Director Michele A. Colucci Mgmt For For For
1d Elect Director Seth J. Gersch Mgmt For For For
1e Elect Director Jason B. Hurwitz Mgmt For For For
1f Elect Director Bruce R. Lederman Mgmt For For For
1g Elect Director Cynthia Y. Valko Mgmt For For For
1h Elect Director James D. Wehr Mgmt For For For
2 Matters Concerning Global Indemnity Mgmt For For For Reinsurance Company, Ltd. and to Authorize Global Indemnity Limited to Vote, as Proxy on such Matters
3 Approve Ernst & Young Global Limited ('EY') Mgmt For For For as Auditors and Authorize Board to Fix Their Remuneration
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 73,541
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Saul A. Fox Mgmt For Against Against
1b Elect Director Joseph W. Brown Mgmt For For For
1c Elect Director Michele A. Colucci Mgmt For For For
1d Elect Director Seth J. Gersch Mgmt For For For
1e Elect Director Jason B. Hurwitz Mgmt For For For
1f Elect Director Bruce R. Lederman Mgmt For For For
1g Elect Director Cynthia Y. Valko Mgmt For For For
1h Elect Director James D. Wehr Mgmt For For For
2 Matters Concerning Global Indemnity Mgmt For For For Reinsurance Company, Ltd. and to Authorize Global Indemnity Limited to Vote, as Proxy on such Matters Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Global Indemnity
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Ernst & Young Global Limited ('EY') Mgmt For For For as Auditors and Authorize Board to Fix Their Remuneration
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
IAA, Inc.
Meeting Date: 06/17/2020 Country: USA Primary Security ID: 449253103 Record Date: 04/20/2020 Meeting Type: Annual Ticker: IAA
Shares Voted: 1,070,337
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John W. Kett Mgmt For For For
1b Elect Director Peter H. Kamin Mgmt For For For
1c Elect Director Lynn Jolliffe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 126,599
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John W. Kett Mgmt For For For
1b Elect Director Peter H. Kamin Mgmt For For For
1c Elect Director Lynn Jolliffe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KDDI Corp.
Meeting Date: 06/17/2020 Country: Japan Primary Security ID: J31843105 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 9433
Shares Voted: 840,810
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 60
2.1 Elect Director Tanaka, Takashi Mgmt For Against Against
2.2 Elect Director Takahashi, Makoto Mgmt For Against Against
2.3 Elect Director Shoji, Takashi Mgmt For Against Against
2.4 Elect Director Muramoto, Shinichi Mgmt For Against Against
2.5 Elect Director Mori, Keiichi Mgmt For Against Against
2.6 Elect Director Morita, Kei Mgmt For Against Against
2.7 Elect Director Amamiya, Toshitake Mgmt For Against Against
2.8 Elect Director Takeyama, Hirokuni Mgmt For Against Against
2.9 Elect Director Yoshimura, Kazuyuki Mgmt For Against Against
2.10 Elect Director Yamaguchi, Goro Mgmt For Against Against
2.11 Elect Director Yamamoto, Keiji Mgmt For Against Against
2.12 Elect Director Oyagi, Shigeo Mgmt For Against Against
2.13 Elect Director Kano, Riyo Mgmt For Against Against
2.14 Elect Director Goto, Shigeki Mgmt For For For
3.1 Appoint Statutory Auditor Takagi, Kenichiro Mgmt For For For
3.2 Appoint Statutory Auditor Honto, Shin Mgmt For For For
3.3 Appoint Statutory Auditor Matsumiya, Mgmt For For For Toshihiko
3.4 Appoint Statutory Auditor Karube, Jun Mgmt For For For
Shares Voted: 568,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 60
2.1 Elect Director Tanaka, Takashi Mgmt For Against Against
2.2 Elect Director Takahashi, Makoto Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KDDI Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.3 Elect Director Shoji, Takashi Mgmt For Against Against
2.4 Elect Director Muramoto, Shinichi Mgmt For Against Against
2.5 Elect Director Mori, Keiichi Mgmt For Against Against
2.6 Elect Director Morita, Kei Mgmt For Against Against
2.7 Elect Director Amamiya, Toshitake Mgmt For Against Against
2.8 Elect Director Takeyama, Hirokuni Mgmt For Against Against
2.9 Elect Director Yoshimura, Kazuyuki Mgmt For Against Against
2.10 Elect Director Yamaguchi, Goro Mgmt For Against Against
2.11 Elect Director Yamamoto, Keiji Mgmt For Against Against
2.12 Elect Director Oyagi, Shigeo Mgmt For Against Against
2.13 Elect Director Kano, Riyo Mgmt For Against Against
2.14 Elect Director Goto, Shigeki Mgmt For For For
3.1 Appoint Statutory Auditor Takagi, Kenichiro Mgmt For For For
3.2 Appoint Statutory Auditor Honto, Shin Mgmt For For For
3.3 Appoint Statutory Auditor Matsumiya, Mgmt For For For Toshihiko
3.4 Appoint Statutory Auditor Karube, Jun Mgmt For For For
Nomad Foods Limited
Meeting Date: 06/17/2020 Country: Virgin Isl (UK) Primary Security ID: G6564A105 Record Date: 04/24/2020 Meeting Type: Annual Ticker: NOMD
Shares Voted: 2,628,671
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin Ellis Franklin Mgmt For For For
1.2 Elect Director Noam Gottesman Mgmt For For For
1.3 Elect Director Ian G.H. Ashken Mgmt For For For
1.4 Elect Director Stefan Descheemaeker Mgmt For For For
1.5 Elect Director Jeremy Isaacs Mgmt For For For
1.6 Elect Director James E. Lillie Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nomad Foods Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director Stuart M. MacFarlane Mgmt For For For
1.8 Elect Director Lord Myners of Truro Mgmt For Against Against
1.9 Elect Director Victoria Parry Mgmt For Against Against
1.10 Elect Director Simon White Mgmt For For For
1.11 Elect Director Samy Zekhout Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 5,637,241
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin Ellis Franklin Mgmt For For For
1.2 Elect Director Noam Gottesman Mgmt For For For
1.3 Elect Director Ian G.H. Ashken Mgmt For For For
1.4 Elect Director Stefan Descheemaeker Mgmt For For For
1.5 Elect Director Jeremy Isaacs Mgmt For For For
1.6 Elect Director James E. Lillie Mgmt For Against Against
1.7 Elect Director Stuart M. MacFarlane Mgmt For For For
1.8 Elect Director Lord Myners of Truro Mgmt For Against Against
1.9 Elect Director Victoria Parry Mgmt For Against Against
1.10 Elect Director Simon White Mgmt For For For
1.11 Elect Director Samy Zekhout Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
STMicroelectronics NV
Meeting Date: 06/17/2020 Country: Netherlands Primary Security ID: N83574108 Record Date: 05/20/2020 Meeting Type: Annual Ticker: STM Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
STMicroelectronics NV
Shares Voted: 437,926
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Receive Report of Management Board Mgmt (Non-Voting)
3 Receive Report of Supervisory Board Mgmt (Non-Voting)
4.a Approve Remuneration Report Mgmt For Against Against
4.b Approve Remuneration Policy for Supervisory Mgmt For For For Board
4.c Approve Remuneration Policy for Mgmt For Against Against Management Board
4.d Adopt Financial Statements and Statutory Mgmt For For For Reports
4.e Approve Dividends Mgmt For For For
4.f Approve Discharge of Management Board Mgmt For For For
4.g Approve Discharge of Supervisory Board Mgmt For For For
4.h Ratify Ernst & Young as Auditors Mgmt For For For
5 Approve Restricted Stock Grants to President Mgmt For Against Against and CEO
6 Elect Ana de Pro Gonzalo to Supervisory Mgmt For For For Board
7 Elect Yann Delabriere to Supervisory Board Mgmt For For For
8 Reelect Heleen Kersten to Supervisory Board Mgmt For For For
9 Reelect Alessandro Rivera to Supervisory Mgmt For For For Board
10 Reelect Frederic Sanchez to Supervisory Mgmt For For For Board
11 Reelect Maurizio Tamagnini to Supervisory Mgmt For For For Board
12 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
13.a Grant Board Authority to Issue Shares Up To Mgmt For Against Against 10 Percent of Issued Capital and Exclude Pre-emptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
STMicroelectronics NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13.b Grant Board Authority to Issue Shares Up To Mgmt For Against Against 10 Percent of Issued Capital in Case of Merger or Acquisition and Exclude Pre-emptive Rights
14 Allow Questions Mgmt
15 Close Meeting Mgmt
Shares Voted: 435,343
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Receive Report of Management Board Mgmt (Non-Voting)
3 Receive Report of Supervisory Board Mgmt (Non-Voting)
4.a Approve Remuneration Report Mgmt For Against Against
4.b Approve Remuneration Policy for Supervisory Mgmt For For For Board
4.c Approve Remuneration Policy for Mgmt For Against Against Management Board
4.d Adopt Financial Statements and Statutory Mgmt For For For Reports
4.e Approve Dividends Mgmt For For For
4.f Approve Discharge of Management Board Mgmt For For For
4.g Approve Discharge of Supervisory Board Mgmt For For For
4.h Ratify Ernst & Young as Auditors Mgmt For For For
5 Approve Restricted Stock Grants to President Mgmt For Against Against and CEO
6 Elect Ana de Pro Gonzalo to Supervisory Mgmt For For For Board
7 Elect Yann Delabriere to Supervisory Board Mgmt For For For
8 Reelect Heleen Kersten to Supervisory Board Mgmt For For For
9 Reelect Alessandro Rivera to Supervisory Mgmt For For For Board
10 Reelect Frederic Sanchez to Supervisory Mgmt For For For Board Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
STMicroelectronics NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Reelect Maurizio Tamagnini to Supervisory Mgmt For For For Board
12 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
13.a Grant Board Authority to Issue Shares Up To Mgmt For Against Against 10 Percent of Issued Capital and Exclude Pre-emptive Rights
13.b Grant Board Authority to Issue Shares Up To Mgmt For Against Against 10 Percent of Issued Capital in Case of Merger or Acquisition and Exclude Pre-emptive Rights
14 Allow Questions Mgmt
15 Close Meeting Mgmt
Tatneft PJSC
Meeting Date: 06/17/2020 Country: Russia Primary Security ID: X89366102 Record Date: 05/23/2020 Meeting Type: Annual Ticker: TATN
Shares Voted: 57,748
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Annual Report Mgmt For For For
2 Approve Financial Statements Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
Elect 14 Directors by Cumulative Voting Mgmt
4.1 Elect Fanil Agliullin as Director Mgmt None Against Against
4.2 Elect Radik Gaizatullin as Director Mgmt None Against Against
4.3 Elect Laszlo Gerecs as Director Mgmt None Against Against
4.4 Elect Larisa Glukhova as Director Mgmt None Against Against
4.5 Elect Iurii Levin as Director Mgmt None Against Against
4.6 Elect Nail Maganov as Director Mgmt None Against Against
4.7 Elect Rafail Nurmukhametov as Director Mgmt None Against Against
4.8 Elect Rinat Sabirov as Director Mgmt None Against Against
4.9 Elect Valerii Sorokin as Director Mgmt None Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tatneft PJSC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.10 Elect Nurislam Siubaev as Director Mgmt None Against Against
4.11 Elect Shafagat Takhautdinov as Director Mgmt None Against Against
4.12 Elect Rustam Khalimov as Director Mgmt None Against Against
4.13 Elect Rais Khisamov as Director Mgmt None Against Against
4.14 Elect Rene Steiner as Director Mgmt None Against Against
Elect Members of Audit Commission Mgmt
5.1 Elect Kseniia Borzunova as Member of Audit Mgmt For For For Commission
5.2 Elect Azat Galeev as Member of Audit Mgmt For For For Commission
5.3 Elect Guzel Gilfanova as Member of Audit Mgmt For For For Commission
5.4 Elect Salavat Zaliaev as Member of Audit Mgmt For For For Commission
5.5 Elect Venera Kuzmina as Member of Audit Mgmt For For For Commission
5.6 Elect Liliia Rakhimzianova as Member of Audit Mgmt For For For Commission
5.7 Elect Nazilia Farkhutdinova as Member of Mgmt For For For Audit Commission
5.8 Elect Ravil Sharifullin as Member of Audit Mgmt For For For Commission
6 Ratify PricewaterhouseCoopers as Auditor Mgmt For For For
Shares Voted: 26,049
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Annual Report Mgmt For For For
2 Approve Financial Statements Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
Elect 14 Directors by Cumulative Voting Mgmt
4.1 Elect Fanil Agliullin as Director Mgmt None Against Against
4.2 Elect Radik Gaizatullin as Director Mgmt None Against Against
4.3 Elect Laszlo Gerecs as Director Mgmt None Against Against
4.4 Elect Larisa Glukhova as Director Mgmt None Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tatneft PJSC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.5 Elect Iurii Levin as Director Mgmt None Against Against
4.6 Elect Nail Maganov as Director Mgmt None Against Against
4.7 Elect Rafail Nurmukhametov as Director Mgmt None Against Against
4.8 Elect Rinat Sabirov as Director Mgmt None Against Against
4.9 Elect Valerii Sorokin as Director Mgmt None Against Against
4.10 Elect Nurislam Siubaev as Director Mgmt None Against Against
4.11 Elect Shafagat Takhautdinov as Director Mgmt None Against Against
4.12 Elect Rustam Khalimov as Director Mgmt None Against Against
4.13 Elect Rais Khisamov as Director Mgmt None Against Against
4.14 Elect Rene Steiner as Director Mgmt None Against Against
Elect Members of Audit Commission Mgmt
5.1 Elect Kseniia Borzunova as Member of Audit Mgmt For For For Commission
5.2 Elect Azat Galeev as Member of Audit Mgmt For For For Commission
5.3 Elect Guzel Gilfanova as Member of Audit Mgmt For For For Commission
5.4 Elect Salavat Zaliaev as Member of Audit Mgmt For For For Commission
5.5 Elect Venera Kuzmina as Member of Audit Mgmt For For For Commission
5.6 Elect Liliia Rakhimzianova as Member of Audit Mgmt For For For Commission
5.7 Elect Nazilia Farkhutdinova as Member of Mgmt For For For Audit Commission
5.8 Elect Ravil Sharifullin as Member of Audit Mgmt For For For Commission
6 Ratify PricewaterhouseCoopers as Auditor Mgmt For For For
Tripod Technology Corp.
Meeting Date: 06/17/2020 Country: Taiwan Primary Security ID: Y8974X105 Record Date: 04/17/2020 Meeting Type: Annual Ticker: 3044 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tripod Technology Corp.
Shares Voted: 26,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements Mgmt For For For
2 Approve Profit Distribution Mgmt For For For
Accton Technology Corp.
Meeting Date: 06/18/2020 Country: Taiwan Primary Security ID: Y0002S109 Record Date: 04/17/2020 Meeting Type: Annual Ticker: 2345
Shares Voted: 207,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
Shares Voted: 79,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
ASGN Incorporated
Meeting Date: 06/18/2020 Country: USA Primary Security ID: 00191U102 Record Date: 04/20/2020 Meeting Type: Annual Ticker: ASGN
Shares Voted: 740,442
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark A. Frantz Mgmt For Against Against
1.2 Elect Director Jonathan S. Holman Mgmt For Against Against
1.3 Elect Director Arshad Matin Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ASGN Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 129,682
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mark A. Frantz Mgmt For Against Against
1.2 Elect Director Jonathan S. Holman Mgmt For Against Against
1.3 Elect Director Arshad Matin Mgmt For For For
2 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Bloomberry Resorts Corporation
Meeting Date: 06/18/2020 Country: Philippines Primary Security ID: Y0927M104 Record Date: 05/18/2020 Meeting Type: Annual Ticker: BLOOM
Shares Voted: 4,658,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Minutes of the Annual Stockholders' Mgmt For For For Meeting held on April 11, 2019
2 Approve Audited Financial Statements Mgmt For For For
3 Ratify All Acts, Contracts, Investments and Mgmt For For For Resolutions of the Board of Directors and Management Since the Last Annual Stockholders' Meeting
Elect 7 Directors by Cumulative Voting Mgmt
4.1 Elect Enrique K. Razon Jr. as Director Mgmt For Abstain Abstain
4.2 Elect Jose Eduardo J. Alarilla as Director Mgmt For Abstain Abstain
4.3 Elect Donato C. Almeda as Director Mgmt For Abstain Abstain Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bloomberry Resorts Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.4 Elect Thomas Arasi as Director Mgmt For Abstain Abstain
4.5 Elect Christian R. Gonzalez as Director Mgmt For Abstain Abstain
4.6 Elect Carlos C. Ejercito as Director Mgmt For For For
4.7 Elect Jose P. Perez as Director Mgmt For For For
5 Appoint External Auditor Mgmt For For For
Shares Voted: 2,100,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Minutes of the Annual Stockholders' Mgmt For For For Meeting held on April 11, 2019
2 Approve Audited Financial Statements Mgmt For For For
3 Ratify All Acts, Contracts, Investments and Mgmt For For For Resolutions of the Board of Directors and Management Since the Last Annual Stockholders' Meeting
Elect 7 Directors by Cumulative Voting Mgmt
4.1 Elect Enrique K. Razon Jr. as Director Mgmt For Abstain Abstain
4.2 Elect Jose Eduardo J. Alarilla as Director Mgmt For Abstain Abstain
4.3 Elect Donato C. Almeda as Director Mgmt For Abstain Abstain
4.4 Elect Thomas Arasi as Director Mgmt For Abstain Abstain
4.5 Elect Christian R. Gonzalez as Director Mgmt For Abstain Abstain
4.6 Elect Carlos C. Ejercito as Director Mgmt For For For
4.7 Elect Jose P. Perez as Director Mgmt For For For
5 Appoint External Auditor Mgmt For For For
CRRC Corporation Limited
Meeting Date: 06/18/2020 Country: China Primary Security ID: Y1818X100 Record Date: 05/18/2020 Meeting Type: Annual Ticker: 1766 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRRC Corporation Limited
Shares Voted: 820,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Final Financial Accounts Report Mgmt For For For
2 Approve 2019 Work Report of the Board of Mgmt For For For Directors
3 Approve 2019 Work Report of the Supervisory Mgmt For For For Committee
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve 2020 Arrangement of Guarantees Mgmt For Against Against
6 Approve Remuneration of Directors Mgmt For For For
7 Approve Remuneration of Supervisors Mgmt For For For
8 Amend Articles of Association Mgmt For For For
9 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders
10 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Directors
11 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for A Shares and H Shares
12 Approve Issuance of Debt Financing Mgmt For Against Against Instruments
ELECT DIRECTORS Mgmt
13.1 Elect Shi Jianzhong as Director SH For For For
13.2 Elect Zhu Yuanchao as Director SH For For For
14 Approve KPMG Huazhen LLP as Auditors and SH For For For Authorize Board to Fix Their Remuneration
Shares Voted: 370,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Final Financial Accounts Report Mgmt For For For
2 Approve 2019 Work Report of the Board of Mgmt For For For Directors
3 Approve 2019 Work Report of the Supervisory Mgmt For For For Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRRC Corporation Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve 2020 Arrangement of Guarantees Mgmt For Against Against
6 Approve Remuneration of Directors Mgmt For For For
7 Approve Remuneration of Supervisors Mgmt For For For
8 Amend Articles of Association Mgmt For For For
9 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders
10 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Directors
11 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for A Shares and H Shares
12 Approve Issuance of Debt Financing Mgmt For Against Against Instruments
ELECT DIRECTORS Mgmt
13.1 Elect Shi Jianzhong as Director SH For For For
13.2 Elect Zhu Yuanchao as Director SH For For For
14 Approve KPMG Huazhen LLP as Auditors and SH For For For Authorize Board to Fix Their Remuneration
PetIQ, Inc.
Meeting Date: 06/18/2020 Country: USA Primary Security ID: 71639T106 Record Date: 04/24/2020 Meeting Type: Annual Ticker: PETQ
Shares Voted: 7,232
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director McCord Christensen Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 4,692
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director McCord Christensen Mgmt For Withhold Withhold
2 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PVH Corp.
Meeting Date: 06/18/2020 Country: USA Primary Security ID: 693656100 Record Date: 04/22/2020 Meeting Type: Annual Ticker: PVH
Shares Voted: 9,054
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mary Baglivo Mgmt For For For
1b Elect Director Brent Callinicos Mgmt For For For
1c Elect Director Emanuel Chirico Mgmt For For For
1d Elect Director Joseph B. Fuller Mgmt For For For
1e Elect Director V. James Marino Mgmt For For For
1f Elect Director G. Penny McIntyre Mgmt For For For
1g Elect Director Amy McPherson Mgmt For For For
1h Elect Director Henry Nasella Mgmt For For For
1i Elect Director Edward R. Rosenfeld Mgmt For For For
1j Elect Director Craig Rydin Mgmt For For For
1k Elect Director Judith Amanda Sourry Knox Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Shares Voted: 86,638
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mary Baglivo Mgmt For For For
1b Elect Director Brent Callinicos Mgmt For For For
1c Elect Director Emanuel Chirico Mgmt For For For
1d Elect Director Joseph B. Fuller Mgmt For For For
1e Elect Director V. James Marino Mgmt For For For
1f Elect Director G. Penny McIntyre Mgmt For For For
1g Elect Director Amy McPherson Mgmt For For For
1h Elect Director Henry Nasella Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PVH Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1i Elect Director Edward R. Rosenfeld Mgmt For For For
1j Elect Director Craig Rydin Mgmt For For For
1k Elect Director Judith Amanda Sourry Knox Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditor Mgmt For For For
SLM Corporation
Meeting Date: 06/18/2020 Country: USA Primary Security ID: 78442P106 Record Date: 04/21/2020 Meeting Type: Annual Ticker: SLM
Shares Voted: 7,139,769
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Paul G. Child Mgmt For For For
1b Elect Director Mary Carter Warren Franke Mgmt For For For
1c Elect Director Earl A. Goode Mgmt For For For
1d Elect Director Marianne M. Keler Mgmt For For For
1e Elect Director Mark L. Lavelle Mgmt For For For
1f Elect Director Jim Matheson Mgmt For For For
1g Elect Director Frank C. Puleo Mgmt For For For
1h Elect Director Vivian C. Schneck-Last Mgmt For For For
1i Elect Director William N. Shiebler Mgmt For For For
1j Elect Director Robert S. Strong Mgmt For For For
1k Elect Director Jonathan W. Witter Mgmt For For For
1l Elect Director Kirsten O. Wolberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SLM Corporation
Shares Voted: 6,333,914
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Paul G. Child Mgmt For For For
1b Elect Director Mary Carter Warren Franke Mgmt For For For
1c Elect Director Earl A. Goode Mgmt For For For
1d Elect Director Marianne M. Keler Mgmt For For For
1e Elect Director Mark L. Lavelle Mgmt For For For
1f Elect Director Jim Matheson Mgmt For For For
1g Elect Director Frank C. Puleo Mgmt For For For
1h Elect Director Vivian C. Schneck-Last Mgmt For For For
1i Elect Director William N. Shiebler Mgmt For For For
1j Elect Director Robert S. Strong Mgmt For For For
1k Elect Director Jonathan W. Witter Mgmt For For For
1l Elect Director Kirsten O. Wolberg Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Solaris Oilfield Infrastructure, Inc.
Meeting Date: 06/18/2020 Country: USA Primary Security ID: 83418M103 Record Date: 04/20/2020 Meeting Type: Annual Ticker: SOI
Shares Voted: 37,722
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edgar R. Giesinger Mgmt For Withhold Withhold
1.2 Elect Director A. James Teague Mgmt For Withhold Withhold
1.3 Elect Director William A. Zartler Mgmt For Withhold Withhold
2 Ratify BDO USA, LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Solaris Oilfield Infrastructure, Inc.
Shares Voted: 15,388
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edgar R. Giesinger Mgmt For Withhold Withhold
1.2 Elect Director A. James Teague Mgmt For Withhold Withhold
1.3 Elect Director William A. Zartler Mgmt For Withhold Withhold
2 Ratify BDO USA, LLP as Auditors Mgmt For For For
VINCI SA
Meeting Date: 06/18/2020 Country: France Primary Security ID: F5879X108 Record Date: 06/15/2020 Meeting Type: Annual/Special Ticker: DG
Shares Voted: 185,558
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
2 Approve Financial Statements and Statutory Mgmt For For For Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.04 per Share
4 Approve Stock Dividend Program Mgmt For For For
5 Elect Benoit Bazin as Director Mgmt For For For
6 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
7 Approve Remuneration Policy of Board Mgmt For For For Members
8 Approve Remuneration Policy of Xavier Mgmt For For For Huillard, Chairman and CEO
9 Approve Compensation Report of Corporate Mgmt For For For Officers
10 Approve Compensation of Xavier Huillard, Mgmt For For For Chairman and CEO
Extraordinary Business Mgmt
11 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
VINCI SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
12 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
13 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
14 Authorize up to 1 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Reserved for Employees With Performance Conditions Attached
15 Amend Article 13 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
16 Amend Article 14 of Bylaws Re: Board Mgmt For For For Members Remuneration
17 Amend Article 15 of Bylaws Re: Board Powers Mgmt For For For
18 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 217,997
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
2 Approve Financial Statements and Statutory Mgmt For For For Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.04 per Share
4 Approve Stock Dividend Program Mgmt For For For
5 Elect Benoit Bazin as Director Mgmt For For For
6 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
7 Approve Remuneration Policy of Board Mgmt For For For Members
8 Approve Remuneration Policy of Xavier Mgmt For For For Huillard, Chairman and CEO
9 Approve Compensation Report of Corporate Mgmt For For For Officers
10 Approve Compensation of Xavier Huillard, Mgmt For For For Chairman and CEO
Extraordinary Business Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
VINCI SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
12 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
13 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
14 Authorize up to 1 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Reserved for Employees With Performance Conditions Attached
15 Amend Article 13 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
16 Amend Article 14 of Bylaws Re: Board Mgmt For For For Members Remuneration
17 Amend Article 15 of Bylaws Re: Board Powers Mgmt For For For
18 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Volvo AB
Meeting Date: 06/18/2020 Country: Sweden Primary Security ID: 928856301 Record Date: 06/12/2020 Meeting Type: Annual Ticker: VOLV.B
Shares Voted: 14,071
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Chairman of Meeting Mgmt For For For
2.1 Designate Erik Sjoman as Inspector of Mgmt For For For Minutes of Meeting
2.2 Designate Martin Jonasson as Inspector of Mgmt For For For Minutes of Meeting
3 Prepare and Approve List of Shareholders Mgmt For For For
4 Approve Agenda of Meeting Mgmt For For For
5 Acknowledge Proper Convening of Meeting Mgmt For For For
6 Receive Financial Statements and Statutory Mgmt Reports; Receive President's Report
7 Accept Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Volvo AB
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Allocation of Income and Omission Mgmt For For For of Dividends
9.1 Approve Discharge of Matti Alahuhta Mgmt For For For
9.2 Approve Discharge of Eckhard Cordes Mgmt For For For
9.3 Approve Discharge of Eric Elzvik Mgmt For For For
9.4 Approve Discharge of James W. Griffith Mgmt For For For
9.5 Approve Discharge of Martin Lundstedt (as Mgmt For For For Board Member)
9.6 Approve Discharge of Kathryn V. Marinello Mgmt For For For
9.7 Approve Discharge of Martina Merz Mgmt For For For
9.8 Approve Discharge of Hanne de Mora Mgmt For For For
9.9 Approve Discharge of Helena Stjernholm Mgmt For For For
9.10 Approve Discharge of Carl-Henric Svanberg Mgmt For For For
9.11 Approve Discharge of Lars Ask (Employee Mgmt For For For Representative)
9.12 Approve Discharge of Mats Henning Mgmt For For For (Employee Representative)
9.13 Approve Discharge of Mikael Sallstrom Mgmt For For For (Employee Representative)
9.14 Approve Discharge of Camilla Johansson Mgmt For For For (Deputy Employee Representative)
9.15 Approve Discharge of Mari Larsson (Deputy Mgmt For For For Employee Representative)
9.16 Approve Discharge of Martin Lundstedt (as Mgmt For For For CEO)
10.1 Determine Number of Members (11) of Board Mgmt For For For
10.2 Determine Number of Deputy Members (0) of Mgmt For For For Board
11 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 3.6 Million for Chairman and SEK 1.1 Million for Other Directors except CEO; Approve Remuneration for Committee Work
12.1 Reelect Matti Alahuhta as Director Mgmt For For For
12.2 Reelect Eckhard Cordes as Director Mgmt For For For
12.3 Reelect Eric Elzvik as Director Mgmt For For For
12.4 Reelect James Griffith as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Volvo AB
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
12.5 Elect Kurt Jofs as new Director Mgmt For For For
12.6 Reelect Martin Lundstedt as Director Mgmt For For For
12.7 Reelect Kathryn Marinello as Director Mgmt For For For
12.8 Reelect Martina Merz as Director Mgmt For For For
12.9 Reelect Hanne de Mora as Director Mgmt For For For
12.10 Reelect Helena Stjernholm as Director Mgmt For Against Against
12.11 Reelect Carl-Henric Svenberg as Director Mgmt For For For
13 Reelect Carl-Henric Svanberg as Board Mgmt For For For Chairman
14.1 Elect Bengt Kjell to Serve on Nomination Mgmt For For For Committee
14.2 Elect Anders Oscarsson to Serve on Mgmt For For For Nomination Committee
14.3 Elect Ramsay Brufer to Serve on Nomination Mgmt For For For Committee
14.4 Elect Carine Smith Ihenacho to Serve on Mgmt For For For Nomination Committee
14.5 Elect Chairman of the Board to Serve on Mgmt For For For Nomination Committee
15 Approve Remuneration Policy And Other Mgmt For Against Against Terms of Employment For Executive Management
16 Amend Articles Re: Editorial Changes to Mgmt For For For Company Name; Notification of Participation in the General Meeting; Powers of Attorney and Postal Voting; Share Registrar
17 Approve SEK 114 Million Reduction in Share Mgmt For For For Capital via Share Cancellation for Allocation to Non-Restricted Equity; Approve Capitalization of Reserves of SEK 122 Million for a Bonus Issue
Shareholder Proposals Submitted by Carl Axel Mgmt Bruno
18 Limit Contributions to Chalmers University of SH None Against Against Technology Foundation to a Maximum of SEK 4 Million Per Year
Aon plc
Meeting Date: 06/19/2020 Country: Ireland Primary Security ID: G0403H108 Record Date: 04/17/2020 Meeting Type: Annual Ticker: AON Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aon plc
Shares Voted: 371,062
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lester B. Knight Mgmt For For For
1.2 Elect Director Gregory C. Case Mgmt For For For
1.3 Elect Director Jin-Yong Cai Mgmt For For For
1.4 Elect Director Jeffrey C. Campbell Mgmt For For For
1.5 Elect Director Fulvio Conti Mgmt For For For
1.6 Elect Director Cheryl A. Francis Mgmt For For For
1.7 Elect Director J. Michael Losh Mgmt For For For
1.8 Elect Director Richard B. Myers Mgmt For For For
1.9 Elect Director Richard C. Notebaert Mgmt For For For
1.10 Elect Director Gloria Santona Mgmt For For For
1.11 Elect Director Carolyn Y. Woo Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Ratify Ernst & Young Chartered Accountants Mgmt For For For as Statutory Auditor
5 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
Shares Voted: 832,268
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lester B. Knight Mgmt For For For
1.2 Elect Director Gregory C. Case Mgmt For For For
1.3 Elect Director Jin-Yong Cai Mgmt For For For
1.4 Elect Director Jeffrey C. Campbell Mgmt For For For
1.5 Elect Director Fulvio Conti Mgmt For For For
1.6 Elect Director Cheryl A. Francis Mgmt For For For
1.7 Elect Director J. Michael Losh Mgmt For For For
1.8 Elect Director Richard B. Myers Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aon plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director Richard C. Notebaert Mgmt For For For
1.10 Elect Director Gloria Santona Mgmt For For For
1.11 Elect Director Carolyn Y. Woo Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Ratify Ernst & Young Chartered Accountants Mgmt For For For as Statutory Auditor
5 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
China Construction Bank Corporation
Meeting Date: 06/19/2020 Country: China Primary Security ID: Y1397N101 Record Date: 05/19/2020 Meeting Type: Annual Ticker: 939
Shares Voted: 2,227,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Board of Mgmt For For For Supervisors
3 Approve 2019 Final Financial Accounts Mgmt For For For
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve 2020 Budget for Fixed Assets Mgmt For For For Investment
6 Elect Tian Guoli as Director Mgmt For For For
7 Elect Feng Bing as Director Mgmt For For For
8 Elect Zhang Qi as Director Mgmt For For For
9 Elect Xu Jiandong as Director Mgmt For For For
10 Elect Malcolm Christopher McCarthy as Mgmt For For For Director
11 Elect Yang Fenglai as Supervisor Mgmt For For For
12 Elect Liu Huan as Supervisor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Construction Bank Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Elect Ben Shenglin as Supervisor Mgmt For For For
14 Approve Ernst & Young Hua Ming LLP as Mgmt For For For Domestic Auditor and Ernst & Young as International Auditor and Authorize Board to Fix Their Remuneration
15 Approve Authorization for Temporary Limit on Mgmt For For For Charitable Donations for 2020
16 Approve Capital Plan of China Construction Mgmt For For For Bank for 2021 to 2023
Shares Voted: 1,003,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Board of Mgmt For For For Supervisors
3 Approve 2019 Final Financial Accounts Mgmt For For For
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve 2020 Budget for Fixed Assets Mgmt For For For Investment
6 Elect Tian Guoli as Director Mgmt For For For
7 Elect Feng Bing as Director Mgmt For For For
8 Elect Zhang Qi as Director Mgmt For For For
9 Elect Xu Jiandong as Director Mgmt For For For
10 Elect Malcolm Christopher McCarthy as Mgmt For For For Director
11 Elect Yang Fenglai as Supervisor Mgmt For For For
12 Elect Liu Huan as Supervisor Mgmt For For For
13 Elect Ben Shenglin as Supervisor Mgmt For For For
14 Approve Ernst & Young Hua Ming LLP as Mgmt For For For Domestic Auditor and Ernst & Young as International Auditor and Authorize Board to Fix Their Remuneration
15 Approve Authorization for Temporary Limit on Mgmt For For For Charitable Donations for 2020 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Construction Bank Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
16 Approve Capital Plan of China Construction Mgmt For For For Bank for 2021 to 2023
Del Taco Restaurants, Inc.
Meeting Date: 06/19/2020 Country: USA Primary Security ID: 245496104 Record Date: 05/05/2020 Meeting Type: Annual Ticker: TACO
Shares Voted: 32,033
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lawrence F. Levy Mgmt For For For
1.2 Elect Director Eileen Aptman Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 31,473
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Lawrence F. Levy Mgmt For For For
1.2 Elect Director Eileen Aptman Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Fortress Transportation and Infrastructure Investors LLC
Meeting Date: 06/19/2020 Country: USA Primary Security ID: 34960P101 Record Date: 04/20/2020 Meeting Type: Annual Ticker: FTAI
Shares Voted: 37,412
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph P. Adams, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fortress Transportation and Infrastructure Investors LLC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Judith A. Hannaway Mgmt For Withhold Withhold
1.3 Elect Director Martin Tuchman Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 37,874
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph P. Adams, Jr. Mgmt For For For
1.2 Elect Director Judith A. Hannaway Mgmt For Withhold Withhold
1.3 Elect Director Martin Tuchman Mgmt For Withhold Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Lotes Co., Ltd.
Meeting Date: 06/19/2020 Country: Taiwan Primary Security ID: Y53302116 Record Date: 04/20/2020 Meeting Type: Annual Ticker: 3533
Shares Voted: 88,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Financial Mgmt For For For Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Rules and Mgmt For For For Procedures Regarding Shareholders' General Meeting
Shares Voted: 33,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Report and Financial Mgmt For For For Statements
2 Approve Plan on Profit Distribution Mgmt For For For
3 Approve Amendments to Rules and Mgmt For For For Procedures Regarding Shareholders' General Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sands China Ltd.
Meeting Date: 06/19/2020 Country: Cayman Islands Primary Security ID: G7800X107 Record Date: 06/08/2020 Meeting Type: Annual Ticker: 1928
Shares Voted: 549,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Sheldon Gary Adelson as Director Mgmt For Against Against
2b Elect Charles Daniel Forman as Director Mgmt For For For
2c Elect Victor Patrick Hoog Antink as Director Mgmt For Against Against
2d Authorize Board to Fix Remuneration of Mgmt For For For Directors
3 Approve Deloitte Touche Tohmatsu as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
4 Authorize Repurchase of Issued Share Capital Mgmt For For For
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
7 Approve the Amendment Agreement to the Mgmt For For For Service Contract of Dr. Wong Ying Wai (Wilfred)
Shares Voted: 247,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Elect Sheldon Gary Adelson as Director Mgmt For Against Against
2b Elect Charles Daniel Forman as Director Mgmt For For For
2c Elect Victor Patrick Hoog Antink as Director Mgmt For Against Against
2d Authorize Board to Fix Remuneration of Mgmt For For For Directors
3 Approve Deloitte Touche Tohmatsu as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
4 Authorize Repurchase of Issued Share Capital Mgmt For For For
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sands China Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
7 Approve the Amendment Agreement to the Mgmt For For For Service Contract of Dr. Wong Ying Wai (Wilfred)
Taiwan Union Technology Corp.
Meeting Date: 06/19/2020 Country: Taiwan Primary Security ID: Y84735102 Record Date: 04/20/2020 Meeting Type: Annual Ticker: 6274
Shares Voted: 259,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
Shares Voted: 99,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
TS TECH CO., LTD.
Meeting Date: 06/19/2020 Country: Japan Primary Security ID: J9299N100 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 7313
Shares Voted: 127,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 43
2 Amend Articles to Clarify Director Authority Mgmt For For For on Board Meetings
3.1 Elect Director Yasuda, Masanari Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TS TECH CO., LTD.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.2 Elect Director Nakajima, Yoshitaka Mgmt For Against Against
3.3 Elect Director Hasegawa, Kenichi Mgmt For Against Against
3.4 Elect Director Hayashi, Akihiko Mgmt For Against Against
3.5 Elect Director Arai, Yutaka Mgmt For Against Against
3.6 Elect Director Igaki, Atsushi Mgmt For Against Against
3.7 Elect Director Toba, Eiji Mgmt For Against Against
3.8 Elect Director Kobori, Takahiro Mgmt For Against Against
3.9 Elect Director Suzaki, Yasushi Mgmt For Against Against
3.10 Elect Director Mutaguchi, Teruyasu Mgmt For Against Against
3.11 Elect Director Ogita, Takeshi Mgmt For For For
4.1 Appoint Statutory Auditor Sekine, Tatsuo Mgmt For For For
4.2 Appoint Statutory Auditor Hayashi, Hajime Mgmt For For For
5 Appoint Alternate Statutory Auditor Yamada, Mgmt For For For Hideo
Shares Voted: 523,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 43
2 Amend Articles to Clarify Director Authority Mgmt For For For on Board Meetings
3.1 Elect Director Yasuda, Masanari Mgmt For Against Against
3.2 Elect Director Nakajima, Yoshitaka Mgmt For Against Against
3.3 Elect Director Hasegawa, Kenichi Mgmt For Against Against
3.4 Elect Director Hayashi, Akihiko Mgmt For Against Against
3.5 Elect Director Arai, Yutaka Mgmt For Against Against
3.6 Elect Director Igaki, Atsushi Mgmt For Against Against
3.7 Elect Director Toba, Eiji Mgmt For Against Against
3.8 Elect Director Kobori, Takahiro Mgmt For Against Against
3.9 Elect Director Suzaki, Yasushi Mgmt For Against Against
3.10 Elect Director Mutaguchi, Teruyasu Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TS TECH CO., LTD.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.11 Elect Director Ogita, Takeshi Mgmt For For For
4.1 Appoint Statutory Auditor Sekine, Tatsuo Mgmt For For For
4.2 Appoint Statutory Auditor Hayashi, Hajime Mgmt For For For
5 Appoint Alternate Statutory Auditor Yamada, Mgmt For For For Hideo
Zenkoku Hosho Co., Ltd.
Meeting Date: 06/19/2020 Country: Japan Primary Security ID: J98829104 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 7164
Shares Voted: 305,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 95
2.1 Elect Director Ishikawa, Eiji Mgmt For Against Against
2.2 Elect Director Yamaguchi, Takashi Mgmt For Against Against
2.3 Elect Director Aoki, Yuichi Mgmt For Against Against
2.4 Elect Director Asada, Keiichi Mgmt For Against Against
2.5 Elect Director Kamijo, Masahito Mgmt For Against Against
2.6 Elect Director Nagashima, Yoshiro Mgmt For Against Against
2.7 Elect Director Imado, Tomoe Mgmt For For For
3.1 Appoint Statutory Auditor Fujino, Mamoru Mgmt For For For
3.2 Appoint Statutory Auditor Sato, Takafumi Mgmt For For For
3.3 Appoint Statutory Auditor Suzuki, Hidehiko Mgmt For For For
3.4 Appoint Statutory Auditor Itagaki, Eri Mgmt For For For
Shares Voted: 383,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 95
2.1 Elect Director Ishikawa, Eiji Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Zenkoku Hosho Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.2 Elect Director Yamaguchi, Takashi Mgmt For Against Against
2.3 Elect Director Aoki, Yuichi Mgmt For Against Against
2.4 Elect Director Asada, Keiichi Mgmt For Against Against
2.5 Elect Director Kamijo, Masahito Mgmt For Against Against
2.6 Elect Director Nagashima, Yoshiro Mgmt For Against Against
2.7 Elect Director Imado, Tomoe Mgmt For For For
3.1 Appoint Statutory Auditor Fujino, Mamoru Mgmt For For For
3.2 Appoint Statutory Auditor Sato, Takafumi Mgmt For For For
3.3 Appoint Statutory Auditor Suzuki, Hidehiko Mgmt For For For
3.4 Appoint Statutory Auditor Itagaki, Eri Mgmt For For For
BANDAI NAMCO Holdings Inc.
Meeting Date: 06/22/2020 Country: Japan Primary Security ID: Y0606D102 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 7832
Shares Voted: 100,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 112
2.1 Elect Director Taguchi, Mitsuaki Mgmt For Against Against
2.2 Elect Director Kawaguchi, Masaru Mgmt For Against Against
2.3 Elect Director Otsu, Shuji Mgmt For Against Against
2.4 Elect Director Asako, Yuji Mgmt For Against Against
2.5 Elect Director Miyakawa, Yasuo Mgmt For Against Against
2.6 Elect Director Hagiwara, Hitoshi Mgmt For Against Against
2.7 Elect Director Kawashiro, Kazumi Mgmt For Against Against
2.8 Elect Director Asanuma, Makoto Mgmt For Against Against
2.9 Elect Director Matsuda, Yuzuru Mgmt For Against Against
2.10 Elect Director Kuwabara, Satoko Mgmt For Against For
2.11 Elect Director Noma, Mikiharu Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BANDAI NAMCO Holdings Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.12 Elect Director Kawana, Koichi Mgmt For Against Against
Shares Voted: 205,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 112
2.1 Elect Director Taguchi, Mitsuaki Mgmt For Against Against
2.2 Elect Director Kawaguchi, Masaru Mgmt For Against Against
2.3 Elect Director Otsu, Shuji Mgmt For Against Against
2.4 Elect Director Asako, Yuji Mgmt For Against Against
2.5 Elect Director Miyakawa, Yasuo Mgmt For Against Against
2.6 Elect Director Hagiwara, Hitoshi Mgmt For Against Against
2.7 Elect Director Kawashiro, Kazumi Mgmt For Against Against
2.8 Elect Director Asanuma, Makoto Mgmt For Against Against
2.9 Elect Director Matsuda, Yuzuru Mgmt For Against Against
2.10 Elect Director Kuwabara, Satoko Mgmt For Against For
2.11 Elect Director Noma, Mikiharu Mgmt For Against Against
2.12 Elect Director Kawana, Koichi Mgmt For Against Against
Genting Malaysia Berhad
Meeting Date: 06/22/2020 Country: Malaysia Primary Security ID: Y2698A103 Record Date: 06/15/2020 Meeting Type: Annual Ticker: 4715
Shares Voted: 752,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Final Dividend Mgmt For For For
2 Approve Directors' Fees Mgmt For For For
3 Approve Directors' Benefits Mgmt For For For
4 Elect Lim Kok Thay as Director Mgmt For For For
5 Elect Mohd Zahidi bin Hj Zainuddin as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Genting Malaysia Berhad
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Elect Teo Eng Siong as Director Mgmt For For For
7 Elect Lee Choong Yan as Director Mgmt For For For
8 Approve PricewaterhouseCoopers PLT as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
9 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
10 Authorize Share Repurchase Program Mgmt For For For
11 Approve Implementation of Shareholders' Mgmt For For For Mandate for Recurrent Related Party Transactions
Shares Voted: 334,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Final Dividend Mgmt For For For
2 Approve Directors' Fees Mgmt For For For
3 Approve Directors' Benefits Mgmt For For For
4 Elect Lim Kok Thay as Director Mgmt For For For
5 Elect Mohd Zahidi bin Hj Zainuddin as Director Mgmt For For For
6 Elect Teo Eng Siong as Director Mgmt For For For
7 Elect Lee Choong Yan as Director Mgmt For For For
8 Approve PricewaterhouseCoopers PLT as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
9 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights
10 Authorize Share Repurchase Program Mgmt For For For
11 Approve Implementation of Shareholders' Mgmt For For For Mandate for Recurrent Related Party Transactions
NEC Corp.
Meeting Date: 06/22/2020 Country: Japan Primary Security ID: J48818207 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 6701 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NEC Corp.
Shares Voted: 162,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Endo, Nobuhiro Mgmt For Against Against
1.2 Elect Director Niino, Takashi Mgmt For Against Against
1.3 Elect Director Morita, Takayuki Mgmt For Against Against
1.4 Elect Director Ishiguro, Norihiko Mgmt For Against Against
1.5 Elect Director Matsukura, Hajime Mgmt For Against Against
1.6 Elect Director Nishihara, Moto Mgmt For Against Against
1.7 Elect Director Seto, Kaoru Mgmt For Against Against
1.8 Elect Director Iki, Noriko Mgmt For Against For
1.9 Elect Director Ito, Masatoshi Mgmt For Against Against
1.10 Elect Director Nakamura, Kuniharu Mgmt For Against Against
1.11 Elect Director Ota, Jun Mgmt For Against Against
2 Appoint Statutory Auditor Nitta, Masami Mgmt For For For
Shares Voted: 413,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Endo, Nobuhiro Mgmt For Against Against
1.2 Elect Director Niino, Takashi Mgmt For Against Against
1.3 Elect Director Morita, Takayuki Mgmt For Against Against
1.4 Elect Director Ishiguro, Norihiko Mgmt For Against Against
1.5 Elect Director Matsukura, Hajime Mgmt For Against Against
1.6 Elect Director Nishihara, Moto Mgmt For Against Against
1.7 Elect Director Seto, Kaoru Mgmt For Against Against
1.8 Elect Director Iki, Noriko Mgmt For Against For
1.9 Elect Director Ito, Masatoshi Mgmt For Against Against
1.10 Elect Director Nakamura, Kuniharu Mgmt For Against Against
1.11 Elect Director Ota, Jun Mgmt For Against Against
2 Appoint Statutory Auditor Nitta, Masami Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Swire Properties Ltd.
Meeting Date: 06/22/2020 Country: Hong Kong Primary Security ID: Y83191109 Record Date: 06/16/2020 Meeting Type: Annual Ticker: 1972
Shares Voted: 279,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Cheng Lily Ka Lai as Director Mgmt For For For
1b Elect Lim Siang Keat Raymond as Director Mgmt For For For
1c Elect Low Mei Shuen Michelle as Director Mgmt For For For
1d Elect Wu May Yihong as Director Mgmt For For For
1e Elect Choi Tak Kwan Thomas as Director Mgmt For For For
1f Elect Wang Jinlong as Director Mgmt For For For
2 Approve PricewaterhouseCoopers as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
3 Authorize Repurchase of Issued Share Capital Mgmt For For For
4 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
Shares Voted: 127,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Cheng Lily Ka Lai as Director Mgmt For For For
1b Elect Lim Siang Keat Raymond as Director Mgmt For For For
1c Elect Low Mei Shuen Michelle as Director Mgmt For For For
1d Elect Wu May Yihong as Director Mgmt For For For
1e Elect Choi Tak Kwan Thomas as Director Mgmt For For For
1f Elect Wang Jinlong as Director Mgmt For For For
2 Approve PricewaterhouseCoopers as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
3 Authorize Repurchase of Issued Share Capital Mgmt For For For
4 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AdvanSix Inc.
Meeting Date: 06/23/2020 Country: USA Primary Security ID: 00773T101 Record Date: 04/27/2020 Meeting Type: Annual Ticker: ASIX
Shares Voted: 3,179
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Erin N. Kane Mgmt For For For
1b Elect Director Michael L. Marberry Mgmt For For For
1c Elect Director Darrell K. Hughes Mgmt For For For
1d Elect Director Todd D. Karran Mgmt For For For
1e Elect Director Paul E. Huck Mgmt For For For
1f Elect Director Daniel F. Sansone Mgmt For For For
1g Elect Director Sharon S. Spurlin Mgmt For For For
1h Elect Director Patrick S. Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 4,521
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Erin N. Kane Mgmt For For For
1b Elect Director Michael L. Marberry Mgmt For For For
1c Elect Director Darrell K. Hughes Mgmt For For For
1d Elect Director Todd D. Karran Mgmt For For For
1e Elect Director Paul E. Huck Mgmt For For For
1f Elect Director Daniel F. Sansone Mgmt For For For
1g Elect Director Sharon S. Spurlin Mgmt For For For
1h Elect Director Patrick S. Williams Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AdvanSix Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Amend Omnibus Stock Plan Mgmt For For For
Argan, Inc.
Meeting Date: 06/23/2020 Country: USA Primary Security ID: 04010E109 Record Date: 04/30/2020 Meeting Type: Annual Ticker: AGX
Shares Voted: 8,047
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rainer H. Bosselmann Mgmt For For For
1.2 Elect Director Cynthia A. Flanders Mgmt For For For
1.3 Elect Director Peter W. Getsinger Mgmt For For For
1.4 Elect Director William F. Griffin, Jr. Mgmt For For For
1.5 Elect Director John R. Jeffrey, Jr. Mgmt For For For
1.6 Elect Director Mano S. Koilpillai Mgmt For For For
1.7 Elect Director William F. Leimkuhler Mgmt For For For
1.8 Elect Director W.G. Champion Mitchell Mgmt For For For
1.9 Elect Director James W. Quinn Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Ratify Grant Thornton LLP as Auditor Mgmt For For For
Shares Voted: 5,895
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Rainer H. Bosselmann Mgmt For For For
1.2 Elect Director Cynthia A. Flanders Mgmt For For For
1.3 Elect Director Peter W. Getsinger Mgmt For For For
1.4 Elect Director William F. Griffin, Jr. Mgmt For For For
1.5 Elect Director John R. Jeffrey, Jr. Mgmt For For For
1.6 Elect Director Mano S. Koilpillai Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Argan, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Director William F. Leimkuhler Mgmt For For For
1.8 Elect Director W.G. Champion Mitchell Mgmt For For For
1.9 Elect Director James W. Quinn Mgmt For For For
2 Approve Omnibus Stock Plan Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Ratify Grant Thornton LLP as Auditor Mgmt For For For
Chenbro Micom Co., Ltd.
Meeting Date: 06/23/2020 Country: Taiwan Primary Security ID: Y1306B107 Record Date: 04/24/2020 Meeting Type: Annual Ticker: 8210
Shares Voted: 212,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
4 Amend Procedures Governing the Acquisition Mgmt For For For or Disposal of Assets
5 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
6 Amend Procedures for Endorsement and Mgmt For For For Guarantees
7 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
8 Amend Rules and Procedures for Election of Mgmt For For For Directors and Supervisors
9 Approve Issuance of Restricted Stocks Mgmt For For For
ELECT NON-INDEPENDENT DIRECTORS AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
10.1 Elect Mei chi Chen, with Shareholder No. 2, as Mgmt For For For Non-Independent Director
10.2 Elect Tsun yen Lee, with Shareholder No. 5, Mgmt For For For as Non-Independent Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chenbro Micom Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10.3 Elect Chung pao Wu, with ID No. Mgmt For For For G120909XXX, as Non-Independent Director
10.4 Elect Yu ling Tsai, with ID No. L201303XXX, Mgmt For For For as Non-Independent Director
10.5 Elect Te feng Wu, with ID No. A126500XXX, Mgmt For For For as Non-Independent Director
10.6 Elect Weng cheng Huang, with ID No. Mgmt For Against Against P100261XXX, as Independent Director
10.7 Elect An pang Tsao, with ID No. A103746XXX, Mgmt For For For as Independent Director
10.8 Elect Wei shun Cheng, with ID No. Mgmt For For For L121328XXX, as Independent Director
10.9 Elect Chung hsing Huang, with ID No. Mgmt For For For H101258XXX, as Independent Director
11 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
Shares Voted: 97,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
4 Amend Procedures Governing the Acquisition Mgmt For For For or Disposal of Assets
5 Amend Procedures for Lending Funds to Mgmt For For For Other Parties
6 Amend Procedures for Endorsement and Mgmt For For For Guarantees
7 Amend Rules and Procedures Regarding Mgmt For For For Shareholder's General Meeting
8 Amend Rules and Procedures for Election of Mgmt For For For Directors and Supervisors
9 Approve Issuance of Restricted Stocks Mgmt For For For
ELECT NON-INDEPENDENT DIRECTORS AND Mgmt INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
10.1 Elect Mei chi Chen, with Shareholder No. 2, as Mgmt For For For Non-Independent Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Chenbro Micom Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10.2 Elect Tsun yen Lee, with Shareholder No. 5, Mgmt For For For as Non-Independent Director
10.3 Elect Chung pao Wu, with ID No. Mgmt For For For G120909XXX, as Non-Independent Director
10.4 Elect Yu ling Tsai, with ID No. L201303XXX, Mgmt For For For as Non-Independent Director
10.5 Elect Te feng Wu, with ID No. A126500XXX, Mgmt For For For as Non-Independent Director
10.6 Elect Weng cheng Huang, with ID No. Mgmt For Against Against P100261XXX, as Independent Director
10.7 Elect An pang Tsao, with ID No. A103746XXX, Mgmt For For For as Independent Director
10.8 Elect Wei shun Cheng, with ID No. Mgmt For For For L121328XXX, as Independent Director
10.9 Elect Chung hsing Huang, with ID No. Mgmt For For For H101258XXX, as Independent Director
11 Approve Release of Restrictions of Mgmt For For For Competitive Activities of Directors
Compagnie Generale des Etablissements Michelin SCA
Meeting Date: 06/23/2020 Country: France Primary Security ID: F61824144 Record Date: 06/19/2020 Meeting Type: Annual/Special Ticker: ML
Shares Voted: 82,924
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2 per Share
3 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentionning the Absence of New Transactions
5 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
6 Approve Remuneration Policy of General Mgmt For For For Managers Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Compagnie Generale des Etablissements Michelin SCA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Remuneration Policy of Supervisory Mgmt For For For Board Members
8 Approve Compensation Report of Corporate Mgmt For For For Officers
9 Approve Compensation of Florent Menegaux, Mgmt For For For General Manager Since May 17, 2019
10 Approve Compensation of Yves Chapo, Mgmt For For For Manager
11 Approve Compensation of Jean-Dominique Mgmt For For For Senard, General Manager Until May 17, 2019
12 Approve Compensation of Michel Rollier, Mgmt For For For Chairman of Supervisory Board
13 Elect Anne-Sophie de La Bigne as Supervisory Mgmt For For For Board Member
14 Elect Jean-Pierre Duprieu as Supervisory Mgmt For For For Board Member
15 Elect Patrick de La Chevardiere as Supervisory Mgmt For For For Board Member
Extraordinary Business Mgmt
16 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 126 Million
17 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 35 Million
18 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 35 Million
19 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
20 Authorize Capitalization of Reserves of Up to Mgmt For For For EUR 80 Million for Bonus Issue or Increase in Par Value
21 Authorize Capital Increase of up to 10 Percent Mgmt For For For of Issued Capital for Contributions in Kind
22 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
23 Set Total Limit for Capital Increase to Result Mgmt For For For from All Issuance Requests at EUR 126 Million
24 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Compagnie Generale des Etablissements Michelin SCA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
25 Authorize up to 0.9 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Within Performance Conditions Attached
26 Amend Article 15 of Bylaws Re: Employee Mgmt For For For Representatives
27 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Equity Commonwealth
Meeting Date: 06/23/2020 Country: USA Primary Security ID: 294628102 Record Date: 04/15/2020 Meeting Type: Annual Ticker: EQC
Shares Voted: 5,821
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sam Zell Mgmt For Withhold Withhold
1.2 Elect Director James S. Corl Mgmt For Withhold Withhold
1.3 Elect Director Martin L. Edelman Mgmt For Withhold Withhold
1.4 Elect Director Edward A. Glickman Mgmt For For For
1.5 Elect Director David A. Helfand Mgmt For For For
1.6 Elect Director Peter Linneman Mgmt For For For
1.7 Elect Director James L. Lozier, Jr. Mgmt For For For
1.8 Elect Director Mary Jane Robertson Mgmt For For For
1.9 Elect Director Kenneth Shea Mgmt For For For
1.10 Elect Director Gerald A. Spector Mgmt For For For
1.11 Elect Director James A. Star Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 8,176
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sam Zell Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Equity Commonwealth
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director James S. Corl Mgmt For Withhold Withhold
1.3 Elect Director Martin L. Edelman Mgmt For Withhold Withhold
1.4 Elect Director Edward A. Glickman Mgmt For For For
1.5 Elect Director David A. Helfand Mgmt For For For
1.6 Elect Director Peter Linneman Mgmt For For For
1.7 Elect Director James L. Lozier, Jr. Mgmt For For For
1.8 Elect Director Mary Jane Robertson Mgmt For For For
1.9 Elect Director Kenneth Shea Mgmt For For For
1.10 Elect Director Gerald A. Spector Mgmt For For For
1.11 Elect Director James A. Star Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
FIBRA Macquarie Mexico
Meeting Date: 06/23/2020 Country: Mexico Primary Security ID: P3515D155 Record Date: 06/15/2020 Meeting Type: Annual Ticker: FIBRAMQ12
Shares Voted: 871,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Ordinary Meeting for Holders of REITs Mgmt - ISIN MXCFFI0U0002
1 Approve Audited Financial Statements Mgmt For For For
2 Approve Annual Report Mgmt For For For
3 Extend Share Repurchase for Additional Year; Mgmt For For For Set Maximum Amount for Share Repurchase
4 Approve Compensation Plan for Members of Mgmt For For For Technical Committee
5 Ratify Juan Antonio Salazar Rigal as Mgmt For Against Against Independent Member of Technical Committee
6 Ratify Alvaro de Garay Arellano as Mgmt For Against Against Independent Member of Technical Committee
7 Ratify Luis Alberto Aziz Checa as Independent Mgmt For Against Against Member of Technical Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FIBRA Macquarie Mexico
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Ratify Jaime de la Garza as Independent Mgmt For Against Against Member of Technical Committee
9 Ratify Michael Brennan as Independent Mgmt For Against Against Member of Technical Committee
10 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Shares Voted: 393,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Ordinary Meeting for Holders of REITs Mgmt - ISIN MXCFFI0U0002
1 Approve Audited Financial Statements Mgmt For For For
2 Approve Annual Report Mgmt For For For
3 Extend Share Repurchase for Additional Year; Mgmt For For For Set Maximum Amount for Share Repurchase
4 Approve Compensation Plan for Members of Mgmt For For For Technical Committee
5 Ratify Juan Antonio Salazar Rigal as Mgmt For Against Against Independent Member of Technical Committee
6 Ratify Alvaro de Garay Arellano as Mgmt For Against Against Independent Member of Technical Committee
7 Ratify Luis Alberto Aziz Checa as Independent Mgmt For Against Against Member of Technical Committee
8 Ratify Jaime de la Garza as Independent Mgmt For Against Against Member of Technical Committee
9 Ratify Michael Brennan as Independent Mgmt For Against Against Member of Technical Committee
10 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Hon Hai Precision Industry Co., Ltd.
Meeting Date: 06/23/2020 Country: Taiwan Primary Security ID: Y36861105 Record Date: 04/24/2020 Meeting Type: Annual Ticker: 2317 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hon Hai Precision Industry Co., Ltd.
Shares Voted: 2,523,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
Shares Voted: 3,611,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Business Operations Report and Mgmt For For For Financial Statements
2 Approve Profit Distribution Mgmt For For For
3 Approve Amendments to Articles of Mgmt For For For Association
Muyuan Foods Co., Ltd.
Meeting Date: 06/23/2020 Country: China Primary Security ID: Y6149B107 Record Date: 06/15/2020 Meeting Type: Special Ticker: 002714
Shares Voted: 164,190
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Capital Increase in Subsidiary Using Mgmt For For For Own Funds
2 Approve Related Party Transaction Mgmt For For For
3 Approve Provision of External Loan Guarantee Mgmt For For For
4 Approve Company's Eligibility for Short-term Mgmt For For For Corporate Bonds
5 Approve Issuance of Short-term Corporate Mgmt For For For Bonds
6 Approve Authorization of Management to Mgmt For For For Handle Matters on Short-term Corporate Bonds
7 Approve Company's Eligibility for Corporate Mgmt For For For Bonds Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Issuance for Corporate Bonds Mgmt For For For
9 Approve Authorization of Management to Mgmt For For For Handle Matters on Corporate Bonds
10 Approve Repurchase and Cancellation of Mgmt For For For Performance Shares
11 Amend Articles of Association Mgmt For For For
Shares Voted: 74,230
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Capital Increase in Subsidiary Using Mgmt For For For Own Funds
2 Approve Related Party Transaction Mgmt For For For
3 Approve Provision of External Loan Guarantee Mgmt For For For
4 Approve Company's Eligibility for Short-term Mgmt For For For Corporate Bonds
5 Approve Issuance of Short-term Corporate Mgmt For For For Bonds
6 Approve Authorization of Management to Mgmt For For For Handle Matters on Short-term Corporate Bonds
7 Approve Company's Eligibility for Corporate Mgmt For For For Bonds
8 Approve Issuance for Corporate Bonds Mgmt For For For
9 Approve Authorization of Management to Mgmt For For For Handle Matters on Corporate Bonds
10 Approve Repurchase and Cancellation of Mgmt For For For Performance Shares
11 Amend Articles of Association Mgmt For For For
Nippon Telegraph & Telephone Corp.
Meeting Date: 06/23/2020 Country: Japan Primary Security ID: J59396101 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 9432 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nippon Telegraph & Telephone Corp.
Shares Voted: 1,395,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 47.5
2.1 Elect Director Shinohara, Hiromichi Mgmt For Against Against
2.2 Elect Director Sawada, Jun Mgmt For Against Against
2.3 Elect Director Shimada, Akira Mgmt For Against Against
2.4 Elect Director Shibutani, Naoki Mgmt For For For
2.5 Elect Director Shirai, Katsuhiko Mgmt For Against Against
2.6 Elect Director Sakakibara, Sadayuki Mgmt For Against Against
2.7 Elect Director Sakamura, Ken Mgmt For Against Against
2.8 Elect Director Takegawa, Keiko Mgmt For Against For
3 Appoint Statutory Auditor Takahashi, Kanae Mgmt For For For
Shares Voted: 1,142,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 47.5
2.1 Elect Director Shinohara, Hiromichi Mgmt For Against Against
2.2 Elect Director Sawada, Jun Mgmt For Against Against
2.3 Elect Director Shimada, Akira Mgmt For Against Against
2.4 Elect Director Shibutani, Naoki Mgmt For For For
2.5 Elect Director Shirai, Katsuhiko Mgmt For Against Against
2.6 Elect Director Sakakibara, Sadayuki Mgmt For Against Against
2.7 Elect Director Sakamura, Ken Mgmt For Against Against
2.8 Elect Director Takegawa, Keiko Mgmt For Against For
3 Appoint Statutory Auditor Takahashi, Kanae Mgmt For For For
Nippon Telegraph & Telephone Corp.
Meeting Date: 06/23/2020 Country: Japan Primary Security ID: J59396101 Record Date: 03/30/2020 Meeting Type: Annual Ticker: 9432 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nippon Telegraph & Telephone Corp.
Shares Voted: 3,298
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 47.5
2.1 Elect Director Shinohara, Hiromichi Mgmt For Against Against
2.2 Elect Director Sawada, Jun Mgmt For Against Against
2.3 Elect Director Shimada, Akira Mgmt For Against Against
2.4 Elect Director Shibutani, Naoki Mgmt For For For
2.5 Elect Director Shirai, Katsuhiko Mgmt For Against Against
2.6 Elect Director Sakakibara, Sadayuki Mgmt For Against Against
2.7 Elect Director Sakamura, Ken Mgmt For Against Against
2.8 Elect Director Takegawa, Keiko Mgmt For Against For
3.1 Appoint Statutory Auditor Takahashi, Kanae Mgmt For For For
Shionogi & Co., Ltd.
Meeting Date: 06/23/2020 Country: Japan Primary Security ID: J74229105 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 4507
Shares Voted: 106,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 53
2.1 Elect Director Teshirogi, Isao Mgmt For For For
2.2 Elect Director Sawada, Takuko Mgmt For For For
2.3 Elect Director Ando, Keiichi Mgmt For For For
2.4 Elect Director Ozaki, Hiroshi Mgmt For For For
2.5 Elect Director Takatsuki, Fumi Mgmt For For For
3.1 Appoint Statutory Auditor Kato, Ikuo Mgmt For For For
3.2 Appoint Statutory Auditor Okuhara, Shuichi Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Shionogi & Co., Ltd.
Shares Voted: 270,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 53
2.1 Elect Director Teshirogi, Isao Mgmt For For For
2.2 Elect Director Sawada, Takuko Mgmt For For For
2.3 Elect Director Ando, Keiichi Mgmt For For For
2.4 Elect Director Ozaki, Hiroshi Mgmt For For For
2.5 Elect Director Takatsuki, Fumi Mgmt For For For
3.1 Appoint Statutory Auditor Kato, Ikuo Mgmt For For For
3.2 Appoint Statutory Auditor Okuhara, Shuichi Mgmt For For For
GVC Holdings Plc
Meeting Date: 06/24/2020 Country: Isle of Man Primary Security ID: G427A6103 Record Date: 06/22/2020 Meeting Type: Annual Ticker: GVC
Shares Voted: 7,932
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4 Ratify KPMG LLP as Auditors Mgmt For For For
5 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
6 Elect Barry Gibson as Director Mgmt For For For
7 Elect Jette Nygaard-Andersen as Director Mgmt For For For
8 Re-elect Pierre Bouchut as Director Mgmt For For For
9 Re-elect Virginia McDowell as Director Mgmt For For For
10 Re-elect Rob Wood as Director Mgmt For For For
11 Re-elect Kenneth Alexander as Director Mgmt For For For
12 Re-elect Jane Anscombe as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GVC Holdings Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Re-elect Peter Isola as Director Mgmt For For For
14 Re-elect Stephen Morana as Director Mgmt For For For
15 Approve Sharesave Plan Mgmt For For For
16 Approve International Sharesave Plan Mgmt For For For
17 Authorise Issue of Equity Mgmt For Against Against
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
20 Authorise Market Purchase of Shares Mgmt For For For
Hellenic Telecommunications Organization SA
Meeting Date: 06/24/2020 Country: Greece Primary Security ID: X3258B102 Record Date: 06/18/2020 Meeting Type: Annual Ticker: HTO
Shares Voted: 867,646
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Approve Financial Statements, Statutory Mgmt For For For Reports and Income Allocation
2 Receive Report on Activities of Audit Mgmt Committee
3 Approve Management of Company and Grant Mgmt For For For Discharge to Auditors
4 Ratify Auditors Mgmt For For For
5 Approve Remuneration Policy Mgmt For For For
6 Approve Director Remuneration Mgmt For For For
7 Advisory Vote on Remuneration Report Mgmt For For For
8 Approve Director Liability and Indemnification Mgmt For For For
9 Announcement of Related Party Transactions Mgmt
10 Amend Company Articles Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hellenic Telecommunications Organization SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Elect Director: Items 11.1-11.3: Please Vote Mgmt FOR Only One Director; Otherwise Please ABSTAIN
11.1 Elect Amanda Sisson as Director Mgmt For For For
11.2 Elect a Shareholder-Nominee to the Board SH None Abstain Abstain
11.3 Elect a Shareholder-Nominee to the Board SH None Abstain Abstain
Elect Member of Audit Committee: Items Mgmt 12.1-12.3: Please Vote FOR Only One Director; Otherwise Please ABSTAIN
12.1 Elect Amanda Sisson as Audit Committee Mgmt For For For Member
12.2 Elect a Shareholder-Nominee to the Audit SH None Abstain Abstain Committee
12.3 Elect a Shareholder-Nominee to the Audit SH None Abstain Abstain Committee
13 Announcement of Director Appointments Mgmt
14 Various Announcements Mgmt
Shares Voted: 925,877
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Approve Financial Statements, Statutory Mgmt For For For Reports and Income Allocation
2 Receive Report on Activities of Audit Mgmt Committee
3 Approve Management of Company and Grant Mgmt For For For Discharge to Auditors
4 Ratify Auditors Mgmt For For For
5 Approve Remuneration Policy Mgmt For For For
6 Approve Director Remuneration Mgmt For For For
7 Advisory Vote on Remuneration Report Mgmt For For For
8 Approve Director Liability and Indemnification Mgmt For For For
9 Announcement of Related Party Transactions Mgmt
10 Amend Company Articles Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hellenic Telecommunications Organization SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Elect Director: Items 11.1-11.3: Please Vote Mgmt FOR Only One Director; Otherwise Please ABSTAIN
11.1 Elect Amanda Sisson as Director Mgmt For For For
11.2 Elect a Shareholder-Nominee to the Board SH None Abstain Abstain
11.3 Elect a Shareholder-Nominee to the Board SH None Abstain Abstain
Elect Member of Audit Committee: Items Mgmt 12.1-12.3: Please Vote FOR Only One Director; Otherwise Please ABSTAIN
12.1 Elect Amanda Sisson as Audit Committee Mgmt For For For Member
12.2 Elect a Shareholder-Nominee to the Audit SH None Abstain Abstain Committee
12.3 Elect a Shareholder-Nominee to the Audit SH None Abstain Abstain Committee
13 Announcement of Director Appointments Mgmt
14 Various Announcements Mgmt
Kinden Corp.
Meeting Date: 06/24/2020 Country: Japan Primary Security ID: J33093105 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 1944
Shares Voted: 185,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 17
2 Approve Annual Bonus Mgmt For For For
3.1 Elect Director Ikoma, Masao Mgmt For Against Against
3.2 Elect Director Maeda, Yukikazu Mgmt For Against Against
3.3 Elect Director Uesaka, Takao Mgmt For Against Against
3.4 Elect Director Yukawa, Hidehiko Mgmt For Against Against
3.5 Elect Director Amisaki, Masaya Mgmt For Against Against
3.6 Elect Director Hayashi, Hiroyuki Mgmt For Against Against
3.7 Elect Director Tanaka, Hideo Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kinden Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.8 Elect Director Nishimura, Hiroshi Mgmt For Against Against
3.9 Elect Director Sato, Moriyoshi Mgmt For Against Against
3.10 Elect Director Yoshida, Harunori Mgmt For Against Against
3.11 Elect Director Toriyama, Hanroku Mgmt For Against Against
3.12 Elect Director Takamatsu, Keiji Mgmt For Against Against
3.13 Elect Director Morikawa, Keizo Mgmt For For For
4.1 Appoint Statutory Auditor Mizumoto, Mgmt For For For Masataka
4.2 Appoint Statutory Auditor Sakata, Nobuhiro Mgmt For For For
4.3 Appoint Statutory Auditor Yoshioka, Masami Mgmt For For For
4.4 Appoint Statutory Auditor Kamakura, Mgmt For For For Toshimitsu
4.5 Appoint Statutory Auditor Osa, Isamu Mgmt For For For
Shares Voted: 490,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 17
2 Approve Annual Bonus Mgmt For For For
3.1 Elect Director Ikoma, Masao Mgmt For Against Against
3.2 Elect Director Maeda, Yukikazu Mgmt For Against Against
3.3 Elect Director Uesaka, Takao Mgmt For Against Against
3.4 Elect Director Yukawa, Hidehiko Mgmt For Against Against
3.5 Elect Director Amisaki, Masaya Mgmt For Against Against
3.6 Elect Director Hayashi, Hiroyuki Mgmt For Against Against
3.7 Elect Director Tanaka, Hideo Mgmt For Against Against
3.8 Elect Director Nishimura, Hiroshi Mgmt For Against Against
3.9 Elect Director Sato, Moriyoshi Mgmt For Against Against
3.10 Elect Director Yoshida, Harunori Mgmt For Against Against
3.11 Elect Director Toriyama, Hanroku Mgmt For Against Against
3.12 Elect Director Takamatsu, Keiji Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kinden Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.13 Elect Director Morikawa, Keizo Mgmt For For For
4.1 Appoint Statutory Auditor Mizumoto, Mgmt For For For Masataka
4.2 Appoint Statutory Auditor Sakata, Nobuhiro Mgmt For For For
4.3 Appoint Statutory Auditor Yoshioka, Masami Mgmt For For For
4.4 Appoint Statutory Auditor Kamakura, Mgmt For For For Toshimitsu
4.5 Appoint Statutory Auditor Osa, Isamu Mgmt For For For
PERSOL Holdings Co., Ltd.
Meeting Date: 06/24/2020 Country: Japan Primary Security ID: J6367Q106 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 2181
Shares Voted: 176,491
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 15
2.1 Elect Director Mizuta, Masamichi Mgmt For Against Against
2.2 Elect Director Wada, Takao Mgmt For Against Against
2.3 Elect Director Takahashi, Hirotoshi Mgmt For Against Against
2.4 Elect Director Tamakoshi, Ryosuke Mgmt For Against Against
2.5 Elect Director Nishiguchi, Naohiro Mgmt For Against Against
2.6 Elect Director Yamauchi, Masaki Mgmt For For For
3.1 Elect Director and Audit Committee Member Mgmt For Against Against Enomoto, Chisa
3.2 Elect Director and Audit Committee Member Mgmt For For For Tomoda, Kazuhiko
4 Elect Alternate Director and Audit Committee Mgmt For For For Member Tsukamoto, Hideo
5 Approve Compensation Ceiling for Directors Mgmt For For For Who Are Not Audit Committee Members
6 Approve Trust-Type Equity Compensation Mgmt For For For Plan
7 Approve Trust-Type Equity Compensation Mgmt For For For Plan Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PERSOL Holdings Co., Ltd.
Shares Voted: 590,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 15
2.1 Elect Director Mizuta, Masamichi Mgmt For Against Against
2.2 Elect Director Wada, Takao Mgmt For Against Against
2.3 Elect Director Takahashi, Hirotoshi Mgmt For Against Against
2.4 Elect Director Tamakoshi, Ryosuke Mgmt For Against Against
2.5 Elect Director Nishiguchi, Naohiro Mgmt For Against Against
2.6 Elect Director Yamauchi, Masaki Mgmt For For For
3.1 Elect Director and Audit Committee Member Mgmt For Against Against Enomoto, Chisa
3.2 Elect Director and Audit Committee Member Mgmt For For For Tomoda, Kazuhiko
4 Elect Alternate Director and Audit Committee Mgmt For For For Member Tsukamoto, Hideo
5 Approve Compensation Ceiling for Directors Mgmt For For For Who Are Not Audit Committee Members
6 Approve Trust-Type Equity Compensation Mgmt For For For Plan
7 Approve Trust-Type Equity Compensation Mgmt For For For Plan
Sanwa Holdings Corp.
Meeting Date: 06/24/2020 Country: Japan Primary Security ID: J6858G104 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 5929
Shares Voted: 748,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 17
2.1 Elect Director Takayama, Toshitaka Mgmt For Against Against
2.2 Elect Director Takayama, Yasushi Mgmt For Against Against
2.3 Elect Director Fujisawa, Hiroatsu Mgmt For Against Against
2.4 Elect Director Yamazaki, Hiroyuki Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sanwa Holdings Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.5 Elect Director Takayama, Meiji Mgmt For Against Against
2.6 Elect Director Yokota, Masanaka Mgmt For For For
3.1 Elect Director and Audit Committee Member Mgmt For Against Against Zaima, Teiko
3.2 Elect Director and Audit Committee Member Mgmt For Against Against Yonezawa, Tsunekatsu
3.3 Elect Director and Audit Committee Member Mgmt For Against Against Gokita, Akira
4 Elect Alternate Director and Audit Committee Mgmt For For For Member Yokota, Masanaka
Shares Voted: 1,959,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 17
2.1 Elect Director Takayama, Toshitaka Mgmt For Against Against
2.2 Elect Director Takayama, Yasushi Mgmt For Against Against
2.3 Elect Director Fujisawa, Hiroatsu Mgmt For Against Against
2.4 Elect Director Yamazaki, Hiroyuki Mgmt For For For
2.5 Elect Director Takayama, Meiji Mgmt For Against Against
2.6 Elect Director Yokota, Masanaka Mgmt For For For
3.1 Elect Director and Audit Committee Member Mgmt For Against Against Zaima, Teiko
3.2 Elect Director and Audit Committee Member Mgmt For Against Against Yonezawa, Tsunekatsu
3.3 Elect Director and Audit Committee Member Mgmt For Against Against Gokita, Akira
4 Elect Alternate Director and Audit Committee Mgmt For For For Member Yokota, Masanaka
TAISEI Corp.
Meeting Date: 06/24/2020 Country: Japan Primary Security ID: J79561148 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 1801 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TAISEI Corp.
Shares Voted: 90,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 65
2.1 Elect Director Yamauchi, Takashi Mgmt For Against Against
2.2 Elect Director Murata, Yoshiyuki Mgmt For Against Against
2.3 Elect Director Sakurai, Shigeyuki Mgmt For Against Against
2.4 Elect Director Tanaka, Shigeyoshi Mgmt For Against Against
2.5 Elect Director Yaguchi, Norihiko Mgmt For Against Against
2.6 Elect Director Shirakawa, Hiroshi Mgmt For Against Against
2.7 Elect Director Aikawa, Yoshiro Mgmt For Against Against
2.8 Elect Director Kimura, Hiroshi Mgmt For Against Against
2.9 Elect Director Nishimura, Atsuko Mgmt For Against For
2.10 Elect Director Murakami, Takao Mgmt For Against Against
2.11 Elect Director Otsuka, Norio Mgmt For Against Against
2.12 Elect Director Kokubu, Fumiya Mgmt For Against Against
3.1 Appoint Statutory Auditor Sato, Yasuhiro Mgmt For Against Against
3.2 Appoint Statutory Auditor Higuchi, Tateshi Mgmt For For For
3.3 Appoint Statutory Auditor Tashiro, Seishi Mgmt For For For
3.4 Appoint Statutory Auditor Ohara, Keiko Mgmt For For For
4 Approve Trust-Type Equity Compensation Mgmt For For For Plan
Shares Voted: 238,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 65
2.1 Elect Director Yamauchi, Takashi Mgmt For Against Against
2.2 Elect Director Murata, Yoshiyuki Mgmt For Against Against
2.3 Elect Director Sakurai, Shigeyuki Mgmt For Against Against
2.4 Elect Director Tanaka, Shigeyoshi Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
TAISEI Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.5 Elect Director Yaguchi, Norihiko Mgmt For Against Against
2.6 Elect Director Shirakawa, Hiroshi Mgmt For Against Against
2.7 Elect Director Aikawa, Yoshiro Mgmt For Against Against
2.8 Elect Director Kimura, Hiroshi Mgmt For Against Against
2.9 Elect Director Nishimura, Atsuko Mgmt For Against For
2.10 Elect Director Murakami, Takao Mgmt For Against Against
2.11 Elect Director Otsuka, Norio Mgmt For Against Against
2.12 Elect Director Kokubu, Fumiya Mgmt For Against Against
3.1 Appoint Statutory Auditor Sato, Yasuhiro Mgmt For Against Against
3.2 Appoint Statutory Auditor Higuchi, Tateshi Mgmt For For For
3.3 Appoint Statutory Auditor Tashiro, Seishi Mgmt For For For
3.4 Appoint Statutory Auditor Ohara, Keiko Mgmt For For For
4 Approve Trust-Type Equity Compensation Mgmt For For For Plan
Teekay Tankers Ltd.
Meeting Date: 06/24/2020 Country: Marshall Isl Primary Security ID: Y8565N300 Record Date: 04/29/2020 Meeting Type: Annual Ticker: TNK
Shares Voted: 2,954
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kenneth Hvid Mgmt For Withhold Withhold
1.2 Elect Director Arthur Bensler Mgmt For Withhold Withhold
1.3 Elect Director Sai W. Chu Mgmt For Withhold Withhold
1.4 Elect Director Richard T. du Moulin Mgmt For Withhold Withhold
1.5 Elect Director David Schellenberg Mgmt For For For
Shares Voted: 4,198
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kenneth Hvid Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Teekay Tankers Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Arthur Bensler Mgmt For Withhold Withhold
1.3 Elect Director Sai W. Chu Mgmt For Withhold Withhold
1.4 Elect Director Richard T. du Moulin Mgmt For Withhold Withhold
1.5 Elect Director David Schellenberg Mgmt For For For
Balfour Beatty Plc
Meeting Date: 06/25/2020 Country: United Kingdom Primary Security ID: G3224V108 Record Date: 06/23/2020 Meeting Type: Annual Ticker: BBY
Shares Voted: 62,312
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4 Re-elect Philip Aiken as Director Mgmt For For For
5 Re-elect Dr Stephen Billingham as Director Mgmt For For For
6 Re-elect Stuart Doughty as Director Mgmt For For For
7 Re-elect Philip Harrison as Director Mgmt For For For
8 Re-elect Michael Lucki as Director Mgmt For For For
9 Re-elect Barbara Moorhouse as Director Mgmt For For For
10 Re-elect Leo Quinn as Director Mgmt For For For
11 Re-elect Anne Drinkwater as Director Mgmt For For For
12 Reappoint KPMG LLP as Auditors Mgmt For For For
13 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
14 Authorise EU Political Donations and Mgmt For For For Expenditure
15 Authorise Issue of Equity Mgmt For Against Against
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Balfour Beatty Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 252,669
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4 Re-elect Philip Aiken as Director Mgmt For For For
5 Re-elect Dr Stephen Billingham as Director Mgmt For For For
6 Re-elect Stuart Doughty as Director Mgmt For For For
7 Re-elect Philip Harrison as Director Mgmt For For For
8 Re-elect Michael Lucki as Director Mgmt For For For
9 Re-elect Barbara Moorhouse as Director Mgmt For For For
10 Re-elect Leo Quinn as Director Mgmt For For For
11 Re-elect Anne Drinkwater as Director Mgmt For For For
12 Reappoint KPMG LLP as Auditors Mgmt For For For
13 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
14 Authorise EU Political Donations and Mgmt For For For Expenditure
15 Authorise Issue of Equity Mgmt For Against Against
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise Market Purchase of Ordinary Shares Mgmt For For For
18 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Equity Residential
Meeting Date: 06/25/2020 Country: USA Primary Security ID: 29476L107 Record Date: 03/31/2020 Meeting Type: Annual Ticker: EQR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Equity Residential
Shares Voted: 673,791
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Raymond Bennett Mgmt For For For
1.2 Elect Director Linda Walker Bynoe Mgmt For For For
1.3 Elect Director Connie K. Duckworth Mgmt For For For
1.4 Elect Director Mary Kay Haben Mgmt For For For
1.5 Elect Director Tahsinul Zia Huque Mgmt For For For
1.6 Elect Director Bradley A. Keywell Mgmt For For For
1.7 Elect Director John E. Neal Mgmt For For For
1.8 Elect Director David J. Neithercut Mgmt For For For
1.9 Elect Director Mark J. Parrell Mgmt For For For
1.10 Elect Director Mark S. Shapiro Mgmt For For For
1.11 Elect Director Stephen E. Sterrett Mgmt For For For
1.12 Elect Director Samuel Zell Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 2,232,816
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Raymond Bennett Mgmt For For For
1.2 Elect Director Linda Walker Bynoe Mgmt For For For
1.3 Elect Director Connie K. Duckworth Mgmt For For For
1.4 Elect Director Mary Kay Haben Mgmt For For For
1.5 Elect Director Tahsinul Zia Huque Mgmt For For For
1.6 Elect Director Bradley A. Keywell Mgmt For For For
1.7 Elect Director John E. Neal Mgmt For For For
1.8 Elect Director David J. Neithercut Mgmt For For For
1.9 Elect Director Mark J. Parrell Mgmt For For For
1.10 Elect Director Mark S. Shapiro Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Equity Residential
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director Stephen E. Sterrett Mgmt For For For
1.12 Elect Director Samuel Zell Mgmt For Against Against
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
International Game Technology Plc
Meeting Date: 06/25/2020 Country: United Kingdom Primary Security ID: G4863A108 Record Date: 06/23/2020 Meeting Type: Annual Ticker: IGT
Shares Voted: 2,986,868
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Elect Director Beatrice Bassey Mgmt For For For
4 Elect Director Massimiliano Chiara Mgmt For For For
5 Elect Director Alberto Dessy Mgmt For For For
6 Elect Director Marco Drago Mgmt For For For
7 Elect Director James McCann Mgmt For For For
8 Elect Director Heather McGregor Mgmt For For For
9 Elect Director Lorenzo Pellicioli Mgmt For For For
10 Elect Director Samantha Ravich Mgmt For For For
11 Elect Director Vincent Sadusky Mgmt For For For
12 Elect Director Gianmario Tondato Da Ruos Mgmt For For For
13 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
15 Approve EU Political Donations Mgmt For For For
16 Authorize Issue of Equity Mgmt For Against Against
17 Issue of Equity or Equity-Linked Securities Mgmt For For For without Pre-emptive Rights Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
International Game Technology Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Market Purchase of Ordinary Shares Mgmt For For For
20 Adopt New Articles of Association Mgmt For For For
Shares Voted: 2,343,692
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Elect Director Beatrice Bassey Mgmt For For For
4 Elect Director Massimiliano Chiara Mgmt For For For
5 Elect Director Alberto Dessy Mgmt For For For
6 Elect Director Marco Drago Mgmt For For For
7 Elect Director James McCann Mgmt For For For
8 Elect Director Heather McGregor Mgmt For For For
9 Elect Director Lorenzo Pellicioli Mgmt For For For
10 Elect Director Samantha Ravich Mgmt For For For
11 Elect Director Vincent Sadusky Mgmt For For For
12 Elect Director Gianmario Tondato Da Ruos Mgmt For For For
13 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
15 Approve EU Political Donations Mgmt For For For
16 Authorize Issue of Equity Mgmt For Against Against
17 Issue of Equity or Equity-Linked Securities Mgmt For For For without Pre-emptive Rights
18 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Market Purchase of Ordinary Shares Mgmt For For For
20 Adopt New Articles of Association Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jumbo SA
Meeting Date: 06/25/2020 Country: Greece Primary Security ID: X4114P111 Record Date: 06/19/2020 Meeting Type: Special Ticker: BELA
Shares Voted: 21,669
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Approve Special Dividend Mgmt For For For
Shares Voted: 9,597
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Approve Special Dividend Mgmt For For For
Movado Group, Inc.
Meeting Date: 06/25/2020 Country: USA Primary Security ID: 624580106 Record Date: 04/30/2020 Meeting Type: Annual Ticker: MOV
Shares Voted: 40,143
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peter A. Bridgman Mgmt For Withhold Withhold
1.2 Elect Director Alexander Grinberg Mgmt For For For
1.3 Elect Director Efraim Grinberg Mgmt For For For
1.4 Elect Director Alan H. Howard Mgmt For For For
1.5 Elect Director Richard Isserman Mgmt For Withhold Withhold
1.6 Elect Director Ann Kirschner Mgmt For For For
1.7 Elect Director Stephen Sadove Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Movado Group, Inc.
Shares Voted: 4,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peter A. Bridgman Mgmt For Withhold Withhold
1.2 Elect Director Alexander Grinberg Mgmt For For For
1.3 Elect Director Efraim Grinberg Mgmt For For For
1.4 Elect Director Alan H. Howard Mgmt For For For
1.5 Elect Director Richard Isserman Mgmt For Withhold Withhold
1.6 Elect Director Ann Kirschner Mgmt For For For
1.7 Elect Director Stephen Sadove Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Panasonic Corp.
Meeting Date: 06/25/2020 Country: Japan Primary Security ID: J6354Y104 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 6752
Shares Voted: 262,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nagae, Shusaku Mgmt For For For
1.2 Elect Director Tsuga, Kazuhiro Mgmt For For For
1.3 Elect Director Sato, Mototsugu Mgmt For For For
1.4 Elect Director Higuchi, Yasuyuki Mgmt For For For
1.5 Elect Director Homma, Tetsuro Mgmt For For For
1.6 Elect Director Tsutsui, Yoshinobu Mgmt For For For
1.7 Elect Director Ota, Hiroko Mgmt For For For
1.8 Elect Director Toyama, Kazuhiko Mgmt For For For
1.9 Elect Director Noji, Kunio Mgmt For For For
1.10 Elect Director Umeda, Hirokazu Mgmt For For For
1.11 Elect Director Laurence W.Bates Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Panasonic Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.12 Elect Director Sawada, Michitaka Mgmt For For For
1.13 Elect Director Kawamoto, Yuko Mgmt For For For
2.1 Appoint Statutory Auditor Fujii, Eiji Mgmt For For For
2.2 Appoint Statutory Auditor Yufu, Setsuko Mgmt For For For
Shares Voted: 221,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Nagae, Shusaku Mgmt For For For
1.2 Elect Director Tsuga, Kazuhiro Mgmt For For For
1.3 Elect Director Sato, Mototsugu Mgmt For For For
1.4 Elect Director Higuchi, Yasuyuki Mgmt For For For
1.5 Elect Director Homma, Tetsuro Mgmt For For For
1.6 Elect Director Tsutsui, Yoshinobu Mgmt For For For
1.7 Elect Director Ota, Hiroko Mgmt For For For
1.8 Elect Director Toyama, Kazuhiko Mgmt For For For
1.9 Elect Director Noji, Kunio Mgmt For For For
1.10 Elect Director Umeda, Hirokazu Mgmt For For For
1.11 Elect Director Laurence W.Bates Mgmt For For For
1.12 Elect Director Sawada, Michitaka Mgmt For For For
1.13 Elect Director Kawamoto, Yuko Mgmt For For For
2.1 Appoint Statutory Auditor Fujii, Eiji Mgmt For For For
2.2 Appoint Statutory Auditor Yufu, Setsuko Mgmt For For For
Peugeot SA
Meeting Date: 06/25/2020 Country: France Primary Security ID: F72313111 Record Date: 06/23/2020 Meeting Type: Annual/Special Ticker: UG Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Peugeot SA
Shares Voted: 1,069,784
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Ratify Appointment of Zhang Zutong as Mgmt For For For Supervisory Board Member
5 Reelect Catherine Bradley as Supervisory Mgmt For For For Board Member
6 Approve Remuneration Policy of Carlos Mgmt For Against Against Tavares, Chairman of the Management Board
7 Approve Remuneration Policy of Olivier Mgmt For Against Against Bourges, Michael Lohscheller, Maxime Picat as Members of the Management Board
8 Approve Remuneration Policy of Louis Gallois, Mgmt For For For Chairman of the Supervisory Board
9 Approve Remuneration Policy of Members of Mgmt For For For the Supervisory Board
10 Approve Compensation Report of Corporate Mgmt For For For Officers
11 Approve Compensation of Carlos Tavares, Mgmt For Against Against Chairman of the Management Board
12 Approve Compensation of Olivier Bourges, Mgmt For Against Against Member of the Management Board Since March 1, 2019
13 Approve Compensation of Michael Mgmt For Against Against Lohscheller, Member of the Management Board Since Sept. 1, 2019
14 Approve Compensation of Maxime Picat, Mgmt For Against Against Member of the Management Board
15 Approve Compensation of Jean-Christophe Mgmt For Against Against Quemard, Member of the Management Board Until Aug. 31, 2019
16 Approve Compensation of Louis Gallois, Mgmt For For For Chairman of the Supervisory Board
17 Approve Transaction with Etablissements Mgmt For For For Peugeot Freres and FFP Re: Engagement Letter Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Peugeot SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Approve Transaction with Bpifrance Mgmt For For For Participations and Lion Participations Re: Engagement Letter
19 Approve Transaction with Dongfeng Motor Mgmt For For For Group Re: Buyout Agreement
20 Waiver of the Establishment of a Special Mgmt For For For Negotiation Group Re: Merger Agreement Between Company and Fiat Chrysler Automobiles
21 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
22 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
23 Authorize Board to Issue Free Warrants with Mgmt For Against Against Preemptive Rights During a Public Tender Offer
24 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
25 Amend Article 10 of Bylaws Re: Employee Mgmt For For For Representative
26 Amend Article 12 of Bylaws Re: Payment of Mgmt For For For Dividends
27 Ratify Change Location of Registered Office to Mgmt For For For Centre Technique de Velizy, Route de Gisy, 78140 Velizy-Villacoublay and Amend Article 4 of Bylaws Accordingly
28 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 857,248
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Ratify Appointment of Zhang Zutong as Mgmt For For For Supervisory Board Member Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Peugeot SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Reelect Catherine Bradley as Supervisory Mgmt For For For Board Member
6 Approve Remuneration Policy of Carlos Mgmt For Against Against Tavares, Chairman of the Management Board
7 Approve Remuneration Policy of Olivier Mgmt For Against Against Bourges, Michael Lohscheller, Maxime Picat as Members of the Management Board
8 Approve Remuneration Policy of Louis Gallois, Mgmt For For For Chairman of the Supervisory Board
9 Approve Remuneration Policy of Members of Mgmt For For For the Supervisory Board
10 Approve Compensation Report of Corporate Mgmt For For For Officers
11 Approve Compensation of Carlos Tavares, Mgmt For Against Against Chairman of the Management Board
12 Approve Compensation of Olivier Bourges, Mgmt For Against Against Member of the Management Board Since March 1, 2019
13 Approve Compensation of Michael Mgmt For Against Against Lohscheller, Member of the Management Board Since Sept. 1, 2019
14 Approve Compensation of Maxime Picat, Mgmt For Against Against Member of the Management Board
15 Approve Compensation of Jean-Christophe Mgmt For Against Against Quemard, Member of the Management Board Until Aug. 31, 2019
16 Approve Compensation of Louis Gallois, Mgmt For For For Chairman of the Supervisory Board
17 Approve Transaction with Etablissements Mgmt For For For Peugeot Freres and FFP Re: Engagement Letter
18 Approve Transaction with Bpifrance Mgmt For For For Participations and Lion Participations Re: Engagement Letter
19 Approve Transaction with Dongfeng Motor Mgmt For For For Group Re: Buyout Agreement
20 Waiver of the Establishment of a Special Mgmt For For For Negotiation Group Re: Merger Agreement Between Company and Fiat Chrysler Automobiles
21 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
22 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Peugeot SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
23 Authorize Board to Issue Free Warrants with Mgmt For Against Against Preemptive Rights During a Public Tender Offer
24 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
25 Amend Article 10 of Bylaws Re: Employee Mgmt For For For Representative
26 Amend Article 12 of Bylaws Re: Payment of Mgmt For For For Dividends
27 Ratify Change Location of Registered Office to Mgmt For For For Centre Technique de Velizy, Route de Gisy, 78140 Velizy-Villacoublay and Amend Article 4 of Bylaws Accordingly
28 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Rexel SA
Meeting Date: 06/25/2020 Country: France Primary Security ID: F7782J366 Record Date: 06/23/2020 Meeting Type: Annual/Special Ticker: RXL
Shares Voted: 301,321
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Approve Additional Pension Scheme Mgmt For For For Agreement with Patrick Berard, CEO
6 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
7 Approve Remuneration Policy of Directors Mgmt For For For
8 Approve Remuneration Policy of CEO Mgmt For For For
9 Approve Compensation Report of Corporate Mgmt For For For Officers Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Rexel SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10 Approve Compensation of Ian Meakins, Mgmt For For For Chairman of the Board
11 Approve Compensation of Patrick Berard, CEO Mgmt For For For
12 Ratify Appointment of Brigitte Cantaloube as Mgmt For For For Director
13 Reelect Brigitte Cantaloube as Director Mgmt For For For
14 Reelect Ian Meakins as Director Mgmt For For For
15 Reelect Patrick Berard as Director Mgmt For For For
16 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
17 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
18 Authorize up to 1.4 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers With Performance Conditions Attached
19 Authorize up to 0.3 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans for International Employees
22 Amend Article 10 of Bylaws Re: Shareholding Mgmt For For For Disclosure Thresholds
23 Amend Article 14 of Bylaws Re: Board Mgmt For For For Composition
24 Amend Article 17 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
25 Amend Article 19 of Bylaws Re: Age Limit of Mgmt For For For CEO
26 Amend Article 20 of Bylaws Re: Directors Mgmt For For For Remuneration
27 Amend Article 22 of Bylaws Re: Related Party Mgmt For For For Transaction
28 Authorize Filing of Required Documents/Other Mgmt For For For Formalities Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Rexel SA
Shares Voted: 670,133
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions
5 Approve Additional Pension Scheme Mgmt For For For Agreement with Patrick Berard, CEO
6 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
7 Approve Remuneration Policy of Directors Mgmt For For For
8 Approve Remuneration Policy of CEO Mgmt For For For
9 Approve Compensation Report of Corporate Mgmt For For For Officers
10 Approve Compensation of Ian Meakins, Mgmt For For For Chairman of the Board
11 Approve Compensation of Patrick Berard, CEO Mgmt For For For
12 Ratify Appointment of Brigitte Cantaloube as Mgmt For For For Director
13 Reelect Brigitte Cantaloube as Director Mgmt For For For
14 Reelect Ian Meakins as Director Mgmt For For For
15 Reelect Patrick Berard as Director Mgmt For For For
16 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
17 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
18 Authorize up to 1.4 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers With Performance Conditions Attached
19 Authorize up to 0.3 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Rexel SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
20 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
21 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans for International Employees
22 Amend Article 10 of Bylaws Re: Shareholding Mgmt For For For Disclosure Thresholds
23 Amend Article 14 of Bylaws Re: Board Mgmt For For For Composition
24 Amend Article 17 of Bylaws Re: Board Mgmt For For For Members Deliberation via Written Consultation
25 Amend Article 19 of Bylaws Re: Age Limit of Mgmt For For For CEO
26 Amend Article 20 of Bylaws Re: Directors Mgmt For For For Remuneration
27 Amend Article 22 of Bylaws Re: Related Party Mgmt For For For Transaction
28 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Sankyu Inc.
Meeting Date: 06/25/2020 Country: Japan Primary Security ID: J68037100 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 9065
Shares Voted: 96,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 50
2.1 Elect Director Ogawa, Takashi Mgmt For Against Against
2.2 Elect Director Inoue, Masao Mgmt For Against Against
2.3 Elect Director Yuki, Toshio Mgmt For Against Against
2.4 Elect Director Otobe, Hiroshi Mgmt For Against Against
2.5 Elect Director Okahashi, Terukazu Mgmt For Against Against
2.6 Elect Director Arima, Toshiaki Mgmt For Against Against
2.7 Elect Director Ogawa, Makoto Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sankyu Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Appoint Alternate Statutory Auditor Nishi, Mgmt For For For Yoshihiro
Shares Voted: 243,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 50
2.1 Elect Director Ogawa, Takashi Mgmt For Against Against
2.2 Elect Director Inoue, Masao Mgmt For Against Against
2.3 Elect Director Yuki, Toshio Mgmt For Against Against
2.4 Elect Director Otobe, Hiroshi Mgmt For Against Against
2.5 Elect Director Okahashi, Terukazu Mgmt For Against Against
2.6 Elect Director Arima, Toshiaki Mgmt For Against Against
2.7 Elect Director Ogawa, Makoto Mgmt For For For
3 Appoint Alternate Statutory Auditor Nishi, Mgmt For For For Yoshihiro
SoftBank Group Corp.
Meeting Date: 06/25/2020 Country: Japan Primary Security ID: J75963108 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 9984
Shares Voted: 52,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 22
2.1 Elect Director Son, Masayoshi Mgmt For Against Against
2.2 Elect Director Ronald Fisher Mgmt For Against Against
2.3 Elect Director Marcelo Claure Mgmt For Against Against
2.4 Elect Director Sago, Katsunori Mgmt For Against Against
2.5 Elect Director Rajeev Misra Mgmt For Against Against
2.6 Elect Director Goto, Yoshimitsu Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SoftBank Group Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.7 Elect Director Miyauchi, Ken Mgmt For Against Against
2.8 Elect Director Simon Segars Mgmt For Against Against
2.9 Elect Director Yasir O. Al-Rumayyan Mgmt For Against Against
2.10 Elect Director Iijima, Masami Mgmt For Against Against
2.11 Elect Director Matsuo, Yutaka Mgmt For Against Against
2.12 Elect Director Lip-Bu Tan Mgmt For For For
2.13 Elect Director Kawamoto, Yuko Mgmt For For For
Shares Voted: 137,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 22
2.1 Elect Director Son, Masayoshi Mgmt For Against Against
2.2 Elect Director Ronald Fisher Mgmt For Against Against
2.3 Elect Director Marcelo Claure Mgmt For Against Against
2.4 Elect Director Sago, Katsunori Mgmt For Against Against
2.5 Elect Director Rajeev Misra Mgmt For Against Against
2.6 Elect Director Goto, Yoshimitsu Mgmt For Against Against
2.7 Elect Director Miyauchi, Ken Mgmt For Against Against
2.8 Elect Director Simon Segars Mgmt For Against Against
2.9 Elect Director Yasir O. Al-Rumayyan Mgmt For Against Against
2.10 Elect Director Iijima, Masami Mgmt For Against Against
2.11 Elect Director Matsuo, Yutaka Mgmt For Against Against
2.12 Elect Director Lip-Bu Tan Mgmt For For For
2.13 Elect Director Kawamoto, Yuko Mgmt For For For
The Kroger Co.
Meeting Date: 06/25/2020 Country: USA Primary Security ID: 501044101 Record Date: 04/27/2020 Meeting Type: Annual Ticker: KR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Kroger Co.
Shares Voted: 3,509,862
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nora A. Aufreiter Mgmt For For For
1b Elect Director Anne Gates Mgmt For For For
1c Elect Director Karen M. Hoguet Mgmt For For For
1d Elect Director Susan J. Kropf Mgmt For For For
1e Elect Director W. Rodney McMullen Mgmt For For For
1f Elect Director Clyde R. Moore Mgmt For For For
1g Elect Director Ronald L. Sargent Mgmt For For For
1h Elect Director Bobby S. Shackouls Mgmt For For For
1i Elect Director Mark S. Sutton Mgmt For For For
1j Elect Director Ashok Vemuri Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLC as Auditor Mgmt For For For
4 Assess Environmental Impact of SH Against Against Against Non-Recyclable Packaging
5 Report on Human Rights Due Diligence SH Against Refer For Process in Operations and Supply Chain
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nora A. Aufreiter Mgmt For For
1b Elect Director Anne Gates Mgmt For For
1c Elect Director Karen M. Hoguet Mgmt For For
1d Elect Director Susan J. Kropf Mgmt For For
1e Elect Director W. Rodney McMullen Mgmt For For
1f Elect Director Clyde R. Moore Mgmt For For
1g Elect Director Ronald L. Sargent Mgmt For For
1h Elect Director Bobby S. Shackouls Mgmt For For
1i Elect Director Mark S. Sutton Mgmt For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Kroger Co.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Ashok Vemuri Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLC as Auditor Mgmt For For
4 Assess Environmental Impact of SH Against Against Non-Recyclable Packaging
5 Report on Human Rights Due Diligence SH Against Refer Process in Operations and Supply Chain
Shares Voted: 463,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Nora A. Aufreiter Mgmt For For For
1b Elect Director Anne Gates Mgmt For For For
1c Elect Director Karen M. Hoguet Mgmt For For For
1d Elect Director Susan J. Kropf Mgmt For For For
1e Elect Director W. Rodney McMullen Mgmt For For For
1f Elect Director Clyde R. Moore Mgmt For For For
1g Elect Director Ronald L. Sargent Mgmt For For For
1h Elect Director Bobby S. Shackouls Mgmt For For For
1i Elect Director Mark S. Sutton Mgmt For For For
1j Elect Director Ashok Vemuri Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLC as Auditor Mgmt For For For
4 Assess Environmental Impact of SH Against Against Against Non-Recyclable Packaging
5 Report on Human Rights Due Diligence SH Against Refer For Process in Operations and Supply Chain
Wynn Resorts Ltd.
Meeting Date: 06/25/2020 Country: USA Primary Security ID: 983134107 Record Date: 04/27/2020 Meeting Type: Annual Ticker: WYNN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Wynn Resorts Ltd.
Shares Voted: 184,341
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard J. Byrne Mgmt For For For
1.2 Elect Director Patricia Mulroy Mgmt For For For
1.3 Elect Director Clark T. Randt, Jr. Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 218,406
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard J. Byrne Mgmt For For For
1.2 Elect Director Patricia Mulroy Mgmt For For For
1.3 Elect Director Clark T. Randt, Jr. Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
China Overseas Land & Investment Ltd.
Meeting Date: 06/26/2020 Country: Hong Kong Primary Security ID: Y15004107 Record Date: 06/22/2020 Meeting Type: Annual Ticker: 688
Shares Voted: 1,231,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a Elect Zhang Zhichao as Director Mgmt For Against Against
3b Elect Zhuang Yong as Director Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Overseas Land & Investment Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3c Elect Guo Guanghui as Director Mgmt For Against Against
3d Elect Fan Hsu Lai Tai, Rita as Director Mgmt For Against For
3e Elect Li Man Bun, Brian David as Director Mgmt For Against Against
4 Authorize Board to Fix Remuneration of Mgmt For For For Directors
5 Approve Ernst & Young as Auditor and Mgmt For For For Authorize Board to Fix Their Remuneration
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Shares Voted: 3,021,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a Elect Zhang Zhichao as Director Mgmt For Against Against
3b Elect Zhuang Yong as Director Mgmt For Against Against
3c Elect Guo Guanghui as Director Mgmt For Against Against
3d Elect Fan Hsu Lai Tai, Rita as Director Mgmt For Against For
3e Elect Li Man Bun, Brian David as Director Mgmt For Against Against
4 Authorize Board to Fix Remuneration of Mgmt For For For Directors
5 Approve Ernst & Young as Auditor and Mgmt For For For Authorize Board to Fix Their Remuneration
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
8 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Danone SA
Meeting Date: 06/26/2020 Country: France Primary Security ID: F12033134 Record Date: 06/24/2020 Meeting Type: Annual/Special Ticker: BN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Danone SA
Shares Voted: 66,026
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.10 per Share
4 Reelect Gregg L. Engles as Director Mgmt For For For
5 Reelect Gaelle Olivier as Director Mgmt For For For
6 Reelect Isabelle Seillier as Director Mgmt For For For
7 Reelect Jean-Michel Severino as Director Mgmt For For For
8 Reelect Lionel Zinsou-Derlin as Director Mgmt For For For
9 Approve Compensation Report of Corporate Mgmt For For For Officers
10 Approve Compensation of Emmanuel Faber, Mgmt For For For Chairman and CEO
11 Approve Remuneration Policy of Corporate Mgmt For For For Officers
12 Approve Remuneration Policy of Directors Mgmt For For For
13 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
14 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
15 Authorize up to 0.2 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans
16 Amend Article 15 of Bylaws Re: Employee Mgmt For For For Representatives
17 Amend Article 19 of Bylaws Re: Related Mgmt For For For Parties Agreements
18 Amend Article 21 of Bylaws Re: Alternate Mgmt For For For Auditors
19 Amend Articles 20 and 27 of Bylaws Re: Mgmt For For For Directors Remuneration and Powers of General Meeting
20 Amend Article 1 of Bylaws Re: Adopt the Mgmt For For For French (Societe a Mission) Status Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Danone SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
21 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 168,243
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.10 per Share
4 Reelect Gregg L. Engles as Director Mgmt For For For
5 Reelect Gaelle Olivier as Director Mgmt For For For
6 Reelect Isabelle Seillier as Director Mgmt For For For
7 Reelect Jean-Michel Severino as Director Mgmt For For For
8 Reelect Lionel Zinsou-Derlin as Director Mgmt For For For
9 Approve Compensation Report of Corporate Mgmt For For For Officers
10 Approve Compensation of Emmanuel Faber, Mgmt For For For Chairman and CEO
11 Approve Remuneration Policy of Corporate Mgmt For For For Officers
12 Approve Remuneration Policy of Directors Mgmt For For For
13 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
14 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
15 Authorize up to 0.2 Percent of Issued Capital Mgmt For For For for Use in Restricted Stock Plans
16 Amend Article 15 of Bylaws Re: Employee Mgmt For For For Representatives
17 Amend Article 19 of Bylaws Re: Related Mgmt For For For Parties Agreements
18 Amend Article 21 of Bylaws Re: Alternate Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Danone SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
19 Amend Articles 20 and 27 of Bylaws Re: Mgmt For For For Directors Remuneration and Powers of General Meeting
20 Amend Article 1 of Bylaws Re: Adopt the Mgmt For For For French (Societe a Mission) Status
21 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Fiat Chrysler Automobiles NV
Meeting Date: 06/26/2020 Country: Netherlands Primary Security ID: N31738102 Record Date: 05/29/2020 Meeting Type: Annual Ticker: FCA
Shares Voted: 638,447
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2.a Receive Director's Report (Non-Voting) Mgmt
2.b Receive Explanation on Company's Reserves Mgmt and Dividend Policy
2.c Approve Remuneration Report Mgmt For For For
2.d Adopt Financial Statements and Statutory Mgmt For For For Reports
2.e Approve Discharge of Directors Mgmt For For For
3.a Reelect John Elkann as Executive Director Mgmt For Against Against
3.b Reelect Michael Manley as Executive Director Mgmt For For For
3.c Reelect Richard K. Palmer as Executive Mgmt For For For Director
4.a Reelect Ronald L. Thompson as Mgmt For For For Non-Executive Director
4.b Reelect John Abbott as Non-Executive Mgmt For For For Director
4.c Reelect Andrea Agnelli as Non-Executive Mgmt For For For Director
4.d Reelect Tiberto Brandolini d'Adda as Mgmt For For For Non-Executive Director
4.e Reelect Glenn Earle as Non-Executive Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fiat Chrysler Automobiles NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.f Reelect Valerie A. Mars as Non-Executive Mgmt For For For Director
4.g Reelect Michelangelo A. Volpi as Mgmt For For For Non-Executive Director
4.h Reelect Patience Wheatcroft as Non-Executive Mgmt For For For Director
4.i Reelect Ermenegildo Zegna as Non-Executive Mgmt For For For Director
5 Ratify Ernst & Young Accountants LLP as Mgmt For For For Auditors
6.1 Grant Board Authority to Issue Shares Up To Mgmt For Against Against 10 Percent of Issued Capital Plus Additional 10 Percent in Case of Merger or Acquisition
6.2 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
6.3 Grant Board Authority to Issue Special Voting Mgmt For Against Against Shares and Right to Subscription Up to Maximum Aggregate Special Voting Shares
7 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
8 Amend Remuneration Policy Mgmt For For For
9 Amend Special Voting Shares' Terms and Mgmt For For For Conditions
10 Close Meeting Mgmt
Shares Voted: 103,525
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting Mgmt
2.a Receive Director's Report (Non-Voting) Mgmt
2.b Receive Explanation on Company's Reserves Mgmt and Dividend Policy
2.c Approve Remuneration Report Mgmt For For For
2.d Adopt Financial Statements and Statutory Mgmt For For For Reports
2.e Approve Discharge of Directors Mgmt For For For
3.a Reelect John Elkann as Executive Director Mgmt For Against Against
3.b Reelect Michael Manley as Executive Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fiat Chrysler Automobiles NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.c Reelect Richard K. Palmer as Executive Mgmt For For For Director
4.a Reelect Ronald L. Thompson as Mgmt For For For Non-Executive Director
4.b Reelect John Abbott as Non-Executive Mgmt For For For Director
4.c Reelect Andrea Agnelli as Non-Executive Mgmt For For For Director
4.d Reelect Tiberto Brandolini d'Adda as Mgmt For For For Non-Executive Director
4.e Reelect Glenn Earle as Non-Executive Director Mgmt For For For
4.f Reelect Valerie A. Mars as Non-Executive Mgmt For For For Director
4.g Reelect Michelangelo A. Volpi as Mgmt For For For Non-Executive Director
4.h Reelect Patience Wheatcroft as Non-Executive Mgmt For For For Director
4.i Reelect Ermenegildo Zegna as Non-Executive Mgmt For For For Director
5 Ratify Ernst & Young Accountants LLP as Mgmt For For For Auditors
6.1 Grant Board Authority to Issue Shares Up To Mgmt For Against Against 10 Percent of Issued Capital Plus Additional 10 Percent in Case of Merger or Acquisition
6.2 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
6.3 Grant Board Authority to Issue Special Voting Mgmt For Against Against Shares and Right to Subscription Up to Maximum Aggregate Special Voting Shares
7 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
8 Amend Remuneration Policy Mgmt For For For
9 Amend Special Voting Shares' Terms and Mgmt For For For Conditions
10 Close Meeting Mgmt
FLSmidth & Co. A/S
Meeting Date: 06/26/2020 Country: Denmark Primary Security ID: K90242130 Record Date: 06/19/2020 Meeting Type: Annual Ticker: FLS Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FLSmidth & Co. A/S
Shares Voted: 257,594
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Report of Board Mgmt
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3a Approve Actual Remuneration of Directors for Mgmt For For For 2019 in the Aggregate Amount of DKK 6.4 Million
3b Approve Remuneration of Directors for 2020 Mgmt For For For in the Amount of DKK 1.35 Million for the Chairman, DKK 900,000 for the Vice Chairman and DKK 450,000 for Other Directors; Approve Remuneration for Committee Work
4 Approve Allocation of Income and Omission Mgmt For For For of Dividends
5.1 Determine Number of Members (6) and Mgmt For For For Deputy Members (0) of Board
5.2.a Reelect Vagn Ove Sorensen as Director Mgmt For For For
5.2.b Reelect Tom Knutzen as Director Mgmt For For For
5.2.c Reelect Richard Robinson Smith as Director Mgmt For For For
5.2.d Reelect Anne Louise Eberhard as Director Mgmt For For For
5.2.e Reelect Gillian Dawn Winckler as Director Mgmt For For For
5.2.f Reelect Thrasyvoulos Moraitis as Director Mgmt For For For
Shareholder Proposals Submitted by Richardt Mgmt Ejnar Fangel
5.2.g Elect Richardt Ejnar Fangel as New Director SH Abstain Abstain Abstain
Management Proposals Mgmt
6 Ratify Ernst & Young as Auditors Mgmt For For For
7.1 Approve Guidelines for Incentive-Based Mgmt For For For Compensation for Executive Management and Board
7.2 Approve Creation of DKK 100 Million Pool of Mgmt For For For Capital without Preemptive Rights
7.3 Amend Articles Re: Editorial Changes due to Mgmt For For For Merger of VP Securities A/S and VP Services A/S
7.4 Amend Articles Re: Change of Standard Mgmt For For For Agenda For Annual General Meeting Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
FLSmidth & Co. A/S
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.5 Authorize Share Repurchase Program Mgmt For For For
8 Other Business Mgmt
Fuji Corp. (Machinery)
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J1R541101 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 6134
Shares Voted: 224,903
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 30
2.1 Elect Director Soga, Nobuyuki Mgmt For Against Against
2.2 Elect Director Suhara, Shinsuke Mgmt For Against Against
2.3 Elect Director Ezaki, Hajime Mgmt For Against Against
2.4 Elect Director Sugiura, Masaaki Mgmt For Against Against
2.5 Elect Director Tatsumi, Mitsuji Mgmt For Against Against
2.6 Elect Director Kano, Junichi Mgmt For For For
2.7 Elect Director Kawai, Nobuko Mgmt For Against For
2.8 Elect Director Tamada, Hideaki Mgmt For Against Against
2.9 Elect Director Mizuno, Shoji Mgmt For For For
3 Appoint Alternate Statutory Auditor Abe, Mgmt For For For Masaaki
Shares Voted: 634,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 30
2.1 Elect Director Soga, Nobuyuki Mgmt For Against Against
2.2 Elect Director Suhara, Shinsuke Mgmt For Against Against
2.3 Elect Director Ezaki, Hajime Mgmt For Against Against
2.4 Elect Director Sugiura, Masaaki Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fuji Corp. (Machinery)
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.5 Elect Director Tatsumi, Mitsuji Mgmt For Against Against
2.6 Elect Director Kano, Junichi Mgmt For For For
2.7 Elect Director Kawai, Nobuko Mgmt For Against For
2.8 Elect Director Tamada, Hideaki Mgmt For Against Against
2.9 Elect Director Mizuno, Shoji Mgmt For For For
3 Appoint Alternate Statutory Auditor Abe, Mgmt For For For Masaaki
Husqvarna AB
Meeting Date: 06/26/2020 Country: Sweden Primary Security ID: W4235G116 Record Date: 06/18/2020 Meeting Type: Annual Ticker: HUSQ.B
Shares Voted: 2,775,892
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Elect Chairman of Meeting Mgmt For For For
3 Prepare and Approve List of Shareholders Mgmt
4 Approve Agenda of Meeting Mgmt For For For
5.a Designate Ricard Wennerklint as Inspector of Mgmt For For For Minutes of Meeting
5.b Designate Henrik Didner as Inspector of Mgmt For For For Minutes of Meeting
6 Acknowledge Proper Convening of Meeting Mgmt For For For
7.a Accept Financial Statements and Statutory Mgmt For For For Reports
7.b Approve Allocation of Income and Omission Mgmt For For For of Dividends
7.c1 Approve Discharge of Board Member Tom Mgmt For For For Johnstone
7.c2 Approve Discharge of Board Member Ulla Mgmt For For For Litzen
7.c3 Approve Discharge of Board Member Katarina Mgmt For For For Martinson
7.c4 Approve Discharge of Board Member Bertrand Mgmt For For For Neuschwander Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Husqvarna AB
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7.c5 Approve Discharge of Board Member Daniel Mgmt For For For Nodhall
7.c6 Approve Discharge of Board Member Lars Mgmt For For For Pettersson
7.c7 Approve Discharge of Board Member Christine Mgmt For For For Robins
7.c8 Approve Discharge of CEO Kai Warn Mgmt For For For
8.a Determine Number of Members (8) and Mgmt For For For Deputy Members (0) of Board
8.b Determine Number of Auditors (1) and Mgmt For For For Deputy Auditors
9 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 2 Million to Chairman and SEK 580,000 to Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees
10.a Reelect Tom Johnstone as Director Mgmt For Against Against
10.b Reelect Ulla Litzen as Director Mgmt For For For
10.c Reelect Katarina Martinson as Director Mgmt For Against Against
10.d Reelect Bertrand Neuschwander as Director Mgmt For For For
10.e Reelect Daniel Nodhall as Director Mgmt For Against Against
10.f Reelect Lars Pettersson as Director Mgmt For Against Against
10.g Reelect Christine Robins as Director Mgmt For For For
10.h Elect Henric Andersson as New Director Mgmt For Against Against
10.i Appoint Tom Johnstone as Board Chairman Mgmt For Against Against
11.a Ratify Ernst & Young as Auditors Mgmt For For For
11.b Approve Remuneration of Auditors Mgmt For For For
12 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
13 Approve Performance Share Incentive Mgmt For Against Against Program LTI 2020
14 Approve Equity Swap Arrangement to Cover Mgmt For Against Against Obligations Under LTI 2020
15 Approve Issuance of 57.6 Million Class B Mgmt For For For Shares without Preemptive Rights
16 Close Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Husqvarna AB
Shares Voted: 1,823,847
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Elect Chairman of Meeting Mgmt For For For
3 Prepare and Approve List of Shareholders Mgmt
4 Approve Agenda of Meeting Mgmt For For For
5.a Designate Ricard Wennerklint as Inspector of Mgmt For For For Minutes of Meeting
5.b Designate Henrik Didner as Inspector of Mgmt For For For Minutes of Meeting
6 Acknowledge Proper Convening of Meeting Mgmt For For For
7.a Accept Financial Statements and Statutory Mgmt For For For Reports
7.b Approve Allocation of Income and Omission Mgmt For For For of Dividends
7.c1 Approve Discharge of Board Member Tom Mgmt For For For Johnstone
7.c2 Approve Discharge of Board Member Ulla Mgmt For For For Litzen
7.c3 Approve Discharge of Board Member Katarina Mgmt For For For Martinson
7.c4 Approve Discharge of Board Member Bertrand Mgmt For For For Neuschwander
7.c5 Approve Discharge of Board Member Daniel Mgmt For For For Nodhall
7.c6 Approve Discharge of Board Member Lars Mgmt For For For Pettersson
7.c7 Approve Discharge of Board Member Christine Mgmt For For For Robins
7.c8 Approve Discharge of CEO Kai Warn Mgmt For For For
8.a Determine Number of Members (8) and Mgmt For For For Deputy Members (0) of Board
8.b Determine Number of Auditors (1) and Mgmt For For For Deputy Auditors
9 Approve Remuneration of Directors in the Mgmt For For For Amount of SEK 2 Million to Chairman and SEK 580,000 to Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees
10.a Reelect Tom Johnstone as Director Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Husqvarna AB
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10.b Reelect Ulla Litzen as Director Mgmt For For For
10.c Reelect Katarina Martinson as Director Mgmt For Against Against
10.d Reelect Bertrand Neuschwander as Director Mgmt For For For
10.e Reelect Daniel Nodhall as Director Mgmt For Against Against
10.f Reelect Lars Pettersson as Director Mgmt For Against Against
10.g Reelect Christine Robins as Director Mgmt For For For
10.h Elect Henric Andersson as New Director Mgmt For Against Against
10.i Appoint Tom Johnstone as Board Chairman Mgmt For Against Against
11.a Ratify Ernst & Young as Auditors Mgmt For For For
11.b Approve Remuneration of Auditors Mgmt For For For
12 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management
13 Approve Performance Share Incentive Mgmt For Against Against Program LTI 2020
14 Approve Equity Swap Arrangement to Cover Mgmt For Against Against Obligations Under LTI 2020
15 Approve Issuance of 57.6 Million Class B Mgmt For For For Shares without Preemptive Rights
16 Close Meeting Mgmt
Kamigumi Co., Ltd.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J29438165 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 9364
Shares Voted: 250,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 23
2.1 Elect Director Kubo, Masami Mgmt For Against Against
2.2 Elect Director Fukai, Yoshihiro Mgmt For Against Against
2.3 Elect Director Tahara, Norihito Mgmt For Against Against
2.4 Elect Director Horiuchi, Toshihiro Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Kamigumi Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.5 Elect Director Murakami, Katsumi Mgmt For Against Against
2.6 Elect Director Hiramatsu, Koichi Mgmt For Against Against
2.7 Elect Director Nagata, Yukihiro Mgmt For Against Against
2.8 Elect Director Shiino, Kazuhisa Mgmt For Against Against
2.9 Elect Director Ishibashi, Nobuko Mgmt For Against For
2.10 Elect Director Suzuki, Mitsuo Mgmt For For For
3.1 Appoint Statutory Auditor Kobayashi, Yasuo Mgmt For For For
3.2 Appoint Statutory Auditor Nakao, Takumi Mgmt For For For
4 Appoint Alternate Statutory Auditor Saeki, Mgmt For For For Kuniharu
5 Approve Compensation Ceilings for Directors Mgmt For For For and Statutory Auditors
Shares Voted: 457,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 23
2.1 Elect Director Kubo, Masami Mgmt For Against Against
2.2 Elect Director Fukai, Yoshihiro Mgmt For Against Against
2.3 Elect Director Tahara, Norihito Mgmt For Against Against
2.4 Elect Director Horiuchi, Toshihiro Mgmt For Against Against
2.5 Elect Director Murakami, Katsumi Mgmt For Against Against
2.6 Elect Director Hiramatsu, Koichi Mgmt For Against Against
2.7 Elect Director Nagata, Yukihiro Mgmt For Against Against
2.8 Elect Director Shiino, Kazuhisa Mgmt For Against Against
2.9 Elect Director Ishibashi, Nobuko Mgmt For Against For
2.10 Elect Director Suzuki, Mitsuo Mgmt For For For
3.1 Appoint Statutory Auditor Kobayashi, Yasuo Mgmt For For For
3.2 Appoint Statutory Auditor Nakao, Takumi Mgmt For For For
4 Appoint Alternate Statutory Auditor Saeki, Mgmt For For For Kuniharu
5 Approve Compensation Ceilings for Directors Mgmt For For For and Statutory Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Koito Manufacturing Co., Ltd.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J34899104 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 7276
Shares Voted: 105,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 20
2.1 Appoint Statutory Auditor Kikuchi, Mitsuo Mgmt For For For
2.2 Appoint Statutory Auditor Kawaguchi, Yohei Mgmt For For For
2.3 Appoint Statutory Auditor Suzuki, Yukinobu Mgmt For Against Against
Shares Voted: 439,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 20
2.1 Appoint Statutory Auditor Kikuchi, Mitsuo Mgmt For For For
2.2 Appoint Statutory Auditor Kawaguchi, Yohei Mgmt For For For
2.3 Appoint Statutory Auditor Suzuki, Yukinobu Mgmt For Against Against
Koninklijke Philips NV
Meeting Date: 06/26/2020 Country: Netherlands Primary Security ID: N7637U112 Record Date: 05/29/2020 Meeting Type: Special Ticker: PHIA
Shares Voted: 30
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Dividends of EUR 0.85 Per Share Mgmt For For For
Mitsubishi Estate Co., Ltd.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J43916113 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 8802 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mitsubishi Estate Co., Ltd.
Shares Voted: 240,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 18
2.1 Elect Director Sugiyama, Hirotaka Mgmt For For For
2.2 Elect Director Yoshida, Junichi Mgmt For For For
2.3 Elect Director Tanisawa, Junichi Mgmt For For For
2.4 Elect Director Arimori, Tetsuji Mgmt For For For
2.5 Elect Director Katayama, Hiroshi Mgmt For For For
2.6 Elect Director Naganuma, Bunroku Mgmt For For For
2.7 Elect Director Kato, Jo Mgmt For For For
2.8 Elect Director Okusa, Toru Mgmt For For For
2.9 Elect Director Okamoto, Tsuyoshi Mgmt For Against Against
2.10 Elect Director Ebihara, Shin Mgmt For Against Against
2.11 Elect Director Narukawa, Tetsuo Mgmt For For For
2.12 Elect Director Shirakawa, Masaaki Mgmt For Against Against
2.13 Elect Director Nagase, Shin Mgmt For For For
2.14 Elect Director Egami, Setsuko Mgmt For Against For
2.15 Elect Director Taka, Iwao Mgmt For For For
Shares Voted: 616,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 18
2.1 Elect Director Sugiyama, Hirotaka Mgmt For For For
2.2 Elect Director Yoshida, Junichi Mgmt For For For
2.3 Elect Director Tanisawa, Junichi Mgmt For For For
2.4 Elect Director Arimori, Tetsuji Mgmt For For For
2.5 Elect Director Katayama, Hiroshi Mgmt For For For
2.6 Elect Director Naganuma, Bunroku Mgmt For For For
2.7 Elect Director Kato, Jo Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mitsubishi Estate Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.8 Elect Director Okusa, Toru Mgmt For For For
2.9 Elect Director Okamoto, Tsuyoshi Mgmt For Against Against
2.10 Elect Director Ebihara, Shin Mgmt For Against Against
2.11 Elect Director Narukawa, Tetsuo Mgmt For For For
2.12 Elect Director Shirakawa, Masaaki Mgmt For Against Against
2.13 Elect Director Nagase, Shin Mgmt For For For
2.14 Elect Director Egami, Setsuko Mgmt For Against For
2.15 Elect Director Taka, Iwao Mgmt For For For
Nintendo Co., Ltd.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J51699106 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 7974
Shares Voted: 13,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 820
2.1 Elect Director Furukawa, Shuntaro Mgmt For Against Against
2.2 Elect Director Miyamoto, Shigeru Mgmt For Against Against
2.3 Elect Director Takahashi, Shinya Mgmt For Against Against
2.4 Elect Director Shiota, Ko Mgmt For Against Against
2.5 Elect Director Shibata, Satoru Mgmt For Against Against
3.1 Elect Director and Audit Committee Member Mgmt For Against Against Noguchi, Naoki
3.2 Elect Director and Audit Committee Member Mgmt For Against Against Umeyama, Katsuhiro
3.3 Elect Director and Audit Committee Member Mgmt For Against Against Yamazaki, Masao
3.4 Elect Director and Audit Committee Member Mgmt For For For Shinkawa, Asa Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Nintendo Co., Ltd.
Shares Voted: 70,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 820
2.1 Elect Director Furukawa, Shuntaro Mgmt For Against Against
2.2 Elect Director Miyamoto, Shigeru Mgmt For Against Against
2.3 Elect Director Takahashi, Shinya Mgmt For Against Against
2.4 Elect Director Shiota, Ko Mgmt For Against Against
2.5 Elect Director Shibata, Satoru Mgmt For Against Against
3.1 Elect Director and Audit Committee Member Mgmt For Against Against Noguchi, Naoki
3.2 Elect Director and Audit Committee Member Mgmt For Against Against Umeyama, Katsuhiro
3.3 Elect Director and Audit Committee Member Mgmt For Against Against Yamazaki, Masao
3.4 Elect Director and Audit Committee Member Mgmt For For For Shinkawa, Asa
Sony Corp.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J76379106 Record Date: 03/30/2020 Meeting Type: Annual Ticker: 6758
Shares Voted: 2,848
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles to Change Company Name Mgmt For For For
2.1 Elect Director Yoshida, Kenichiro Mgmt For For For
2.2 Elect Director Totoki, Hiroki Mgmt For For For
2.3 Elect Director Sumi, Shuzo Mgmt For For For
2.4 Elect Director Tim Schaaff Mgmt For For For
2.5 Elect Director Matsunaga, Kazuo Mgmt For For For
2.6 Elect Director Oka, Toshiko Mgmt For For For
2.7 Elect Director Akiyama, Sakie Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sony Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.8 Elect Director Wendy Becker Mgmt For For For
2.9 Elect Director Hatanaka, Yoshihiko Mgmt For For For
2.10 Elect Director Adam Crozier Mgmt For For For
2.11 Elect Director Kishigami, Keiko Mgmt For For For
2.12 Elect Director Joseph A. Kraft Jr Mgmt For For For
3 Approve Stock Option Plan Mgmt For For For
Sony Corp.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J76379106 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 6758
Shares Voted: 948,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles to Change Company Name Mgmt For For For
2.1 Elect Director Yoshida, Kenichiro Mgmt For For For
2.2 Elect Director Totoki, Hiroki Mgmt For For For
2.3 Elect Director Sumi, Shuzo Mgmt For For For
2.4 Elect Director Tim Schaaff Mgmt For For For
2.5 Elect Director Matsunaga, Kazuo Mgmt For For For
2.6 Elect Director Oka, Toshiko Mgmt For For For
2.7 Elect Director Akiyama, Sakie Mgmt For For For
2.8 Elect Director Wendy Becker Mgmt For For For
2.9 Elect Director Hatanaka, Yoshihiko Mgmt For For For
2.10 Elect Director Adam Crozier Mgmt For For For
2.11 Elect Director Kishigami, Keiko Mgmt For For For
2.12 Elect Director Joseph A. Kraft Jr Mgmt For For For
3 Approve Stock Option Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sony Corp.
Shares Voted: 823,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles to Change Company Name Mgmt For For For
2.1 Elect Director Yoshida, Kenichiro Mgmt For For For
2.2 Elect Director Totoki, Hiroki Mgmt For For For
2.3 Elect Director Sumi, Shuzo Mgmt For For For
2.4 Elect Director Tim Schaaff Mgmt For For For
2.5 Elect Director Matsunaga, Kazuo Mgmt For For For
2.6 Elect Director Oka, Toshiko Mgmt For For For
2.7 Elect Director Akiyama, Sakie Mgmt For For For
2.8 Elect Director Wendy Becker Mgmt For For For
2.9 Elect Director Hatanaka, Yoshihiko Mgmt For For For
2.10 Elect Director Adam Crozier Mgmt For For For
2.11 Elect Director Kishigami, Keiko Mgmt For For For
2.12 Elect Director Joseph A. Kraft Jr Mgmt For For For
3 Approve Stock Option Plan Mgmt For For For
Sumitomo Mitsui Financial Group, Inc.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J7771X109 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 8316
Shares Voted: 168,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 100
2.1 Elect Director Kunibe, Takeshi Mgmt For Against Against
2.2 Elect Director Ota, Jun Mgmt For For For
2.3 Elect Director Takashima, Makoto Mgmt For For For
2.4 Elect Director Nagata, Haruyuki Mgmt For For For
2.5 Elect Director Nakashima, Toru Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sumitomo Mitsui Financial Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.6 Elect Director Inoue, Atsuhiko Mgmt For For For
2.7 Elect Director Mikami, Toru Mgmt For For For
2.8 Elect Director Shimizu, Yoshihiko Mgmt For For For
2.9 Elect Director Matsumoto, Masayuki Mgmt For Against Against
2.10 Elect Director Arthur M. Mitchell Mgmt For Against Against
2.11 Elect Director Yamazaki, Shozo Mgmt For For For
2.12 Elect Director Kono, Masaharu Mgmt For Against Against
2.13 Elect Director Tsutsui, Yoshinobu Mgmt For Against Against
2.14 Elect Director Shimbo, Katsuyoshi Mgmt For For For
2.15 Elect Director Sakurai, Eriko Mgmt For Against For
Shares Voted: 606,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 100
2.1 Elect Director Kunibe, Takeshi Mgmt For Against Against
2.2 Elect Director Ota, Jun Mgmt For For For
2.3 Elect Director Takashima, Makoto Mgmt For For For
2.4 Elect Director Nagata, Haruyuki Mgmt For For For
2.5 Elect Director Nakashima, Toru Mgmt For For For
2.6 Elect Director Inoue, Atsuhiko Mgmt For For For
2.7 Elect Director Mikami, Toru Mgmt For For For
2.8 Elect Director Shimizu, Yoshihiko Mgmt For For For
2.9 Elect Director Matsumoto, Masayuki Mgmt For Against Against
2.10 Elect Director Arthur M. Mitchell Mgmt For Against Against
2.11 Elect Director Yamazaki, Shozo Mgmt For For For
2.12 Elect Director Kono, Masaharu Mgmt For Against Against
2.13 Elect Director Tsutsui, Yoshinobu Mgmt For Against Against
2.14 Elect Director Shimbo, Katsuyoshi Mgmt For For For
2.15 Elect Director Sakurai, Eriko Mgmt For Against For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Taiheiyo Cement Corp.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J7923L128 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 5233
Shares Voted: 196,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 30
2 Amend Articles to Clarify Director Authority Mgmt For For For on Shareholder Meetings - Amend Provisions on Number of Directors - Amend Provisions on Director Titles
3.1 Elect Director Fukuda, Shuji Mgmt For Against Against
3.2 Elect Director Fushihara, Masafumi Mgmt For Against Against
3.3 Elect Director Kitabayashi, Yuichi Mgmt For Against Against
3.4 Elect Director Karino, Masahiro Mgmt For Against Against
3.5 Elect Director Ando, Kunihiro Mgmt For Against Against
3.6 Elect Director Koizumi, Yoshiko Mgmt For Against For
3.7 Elect Director Emori, Shinhachiro Mgmt For Against Against
4 Appoint Alternate Statutory Auditor Aoki, Mgmt For For For Toshihito
Shares Voted: 513,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 30
2 Amend Articles to Clarify Director Authority Mgmt For For For on Shareholder Meetings - Amend Provisions on Number of Directors - Amend Provisions on Director Titles
3.1 Elect Director Fukuda, Shuji Mgmt For Against Against
3.2 Elect Director Fushihara, Masafumi Mgmt For Against Against
3.3 Elect Director Kitabayashi, Yuichi Mgmt For Against Against
3.4 Elect Director Karino, Masahiro Mgmt For Against Against
3.5 Elect Director Ando, Kunihiro Mgmt For Against Against
3.6 Elect Director Koizumi, Yoshiko Mgmt For Against For
3.7 Elect Director Emori, Shinhachiro Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Taiheiyo Cement Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Appoint Alternate Statutory Auditor Aoki, Mgmt For For For Toshihito
Teleperformance SE
Meeting Date: 06/26/2020 Country: France Primary Security ID: F9120F106 Record Date: 06/24/2020 Meeting Type: Annual/Special Ticker: TEP
Shares Voted: 26,127
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 2.40 per Share
4 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
5 Approve Compensation of Corporate Officers Mgmt For For For
6 Approve Compensation of Daniel Julien, Mgmt For For For Chairman and CEO
7 Approve Compensation of Olivier Rigaudy, Mgmt For For For Vice-CEO
8 Approve Remuneration Policy of Directors Mgmt For For For
9 Approve Remuneration Policy of Chairman Mgmt For For For and CEO
10 Approve Remuneration Policy of Vice-CEO Mgmt For For For
11 Reelect Christobel Selecky as Director Mgmt For For For
12 Reelect Angela Maria Sierra-Moreno as Mgmt For For For Director
13 Reelect Jean Guez as Director Mgmt For For For
14 Reelect Bernard Canetti as Director Mgmt For For For
15 Reelect Philippe Dominati as Director Mgmt For For For
16 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Teleperformance SE
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Extraordinary Business Mgmt
17 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million
18 Authorize Issuance of Equity or Equity-Linked Mgmt For For For Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 14.5 Million
19 Approve Issuance of Equity or Equity-Linked Mgmt For For For Securities for Private Placements, up to Aggregate Nominal Amount of EUR 7.2 Million
20 Authorize Board to Increase Capital in the Mgmt For For For Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 17-19
21 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
22 Amend Article 14 of Bylaws Re: Employee Mgmt For For For Representatives
23 Amend Article 11 of Bylaws Re: Shareholding Mgmt For For For Disclosure Thresholds
24 Amend Article 13 of Bylaws Re: Shareholders Mgmt For For For Identification
25 Amend Article 14 of Bylaws Re: Shares Hold Mgmt For For For by Board Members
26 Amend Article 20 of Bylaws Re: Corporate Mgmt For For For Officers Remuneration
27 Amend Article 27 of Bylaws Re: Corporate Mgmt For For For Officers Remuneration
28 Amend Article 21 of Bylaws Re: Agreement Mgmt For For For Between Company and Corporate Officer
29 Amend Article 23 of Bylaws Re: Deadline of Mgmt For For For Notice of Meeting
30 Textual References Regarding Change of Mgmt For Against Against Codification
31 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Tesco Plc
Meeting Date: 06/26/2020 Country: United Kingdom Primary Security ID: G87621101 Record Date: 06/24/2020 Meeting Type: Annual Ticker: TSCO Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tesco Plc
Shares Voted: 9,466,217
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For Against Against
3 Approve Final Dividend Mgmt For For For
4 Re-elect John Allan as Director Mgmt For For For
5 Re-elect Mark Armour as Director Mgmt For For For
6 Re-elect Melissa Bethell as Director Mgmt For For For
7 Re-elect Stewart Gilliland as Director Mgmt For For For
8 Re-elect Steve Golsby as Director Mgmt For For For
9 Re-elect Byron Grote as Director Mgmt For For For
10 Re-elect Dave Lewis as Director Mgmt For For For
11 Re-elect Mikael Olsson as Director Mgmt For For For
12 Re-elect Deanna Oppenheimer as Director Mgmt For For For
13 Re-elect Simon Patterson as Director Mgmt For For For
14 Re-elect Alison Platt as Director Mgmt For For For
15 Re-elect Lindsey Pownall as Director Mgmt For For For
16 Re-elect Alan Stewart as Director Mgmt For For For
17 Elect Ken Murphy as Director Mgmt For For For
18 Reappoint Deloitte LLP as Auditors Mgmt For For For
19 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
20 Approve Share Incentive Plan Mgmt For For For
21 Authorise Issue of Equity Mgmt For Against Against
22 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
23 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
24 Authorise Market Purchase of Ordinary Shares Mgmt For For For
25 Authorise EU Political Donations and Mgmt For For For Expenditure Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tesco Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 8,812,695
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For Against Against
3 Approve Final Dividend Mgmt For For For
4 Re-elect John Allan as Director Mgmt For For For
5 Re-elect Mark Armour as Director Mgmt For For For
6 Re-elect Melissa Bethell as Director Mgmt For For For
7 Re-elect Stewart Gilliland as Director Mgmt For For For
8 Re-elect Steve Golsby as Director Mgmt For For For
9 Re-elect Byron Grote as Director Mgmt For For For
10 Re-elect Dave Lewis as Director Mgmt For For For
11 Re-elect Mikael Olsson as Director Mgmt For For For
12 Re-elect Deanna Oppenheimer as Director Mgmt For For For
13 Re-elect Simon Patterson as Director Mgmt For For For
14 Re-elect Alison Platt as Director Mgmt For For For
15 Re-elect Lindsey Pownall as Director Mgmt For For For
16 Re-elect Alan Stewart as Director Mgmt For For For
17 Elect Ken Murphy as Director Mgmt For For For
18 Reappoint Deloitte LLP as Auditors Mgmt For For For
19 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
20 Approve Share Incentive Plan Mgmt For For For
21 Authorise Issue of Equity Mgmt For Against Against
22 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
23 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tesco Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
24 Authorise Market Purchase of Ordinary Shares Mgmt For For For
25 Authorise EU Political Donations and Mgmt For For For Expenditure
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Agricultural Bank of China
Meeting Date: 06/29/2020 Country: China Primary Security ID: Y00289119 Record Date: 05/22/2020 Meeting Type: Annual Ticker: 1288
Shares Voted: 172,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Work Report of the Board of Mgmt For For For Directors
2 Approve 2019 Work Report of the Board of Mgmt For For For Supervisors
3 Approve 2019 Final Financial Accounts Mgmt For For For
4 Approve 2019 Profit Distribution Plan Mgmt For For For
5 Approve PricewaterhouseCoopers Zhong Tian Mgmt For For For LLP and PricewaterhouseCoopers as External Auditors
6 Elect Huang Zhenzhong as Director Mgmt For For For
7 Elect Liao Luming as Director Mgmt For Against Against
8 Elect Zhu Hailin as Director Mgmt For Against Against
9 Approve Additional Budget of Epidemic Mgmt For For For Prevention Donations for 2020
10 Elect Zhang Xuguang as Director SH For Against Against
11 To Listen to the 2019 Work Report of Mgmt Independent Directors of the Bank
12 To Listen to the 2019 Report on the Mgmt Implementation of the Plan on Authorization of General Meeting of Shareholders to the Board of Directors of the Bank
13 To Listen to the Report on the Management Mgmt of Related Transactions Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts eBay Inc.
Meeting Date: 06/29/2020 Country: USA Primary Security ID: 278642103 Record Date: 05/11/2020 Meeting Type: Annual Ticker: EBAY
Shares Voted: 1,697,946
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony J. Bates Mgmt For For For
1b Elect Director Adriane M. Brown Mgmt For For For
1c Elect Director Jesse A. Cohn Mgmt For For For
1d Elect Director Diana Farrell Mgmt For For For
1e Elect Director Logan D. Green Mgmt For For For
1f Elect Director Bonnie S. Hammer Mgmt For For For
1g Elect Director Jamie Iannone Mgmt For For For
1h Elect Director Kathleen C. Mitic Mgmt For For For
1i Elect Director Matthew J. Murphy Mgmt For For For
1j Elect Director Pierre M. Omidyar Mgmt For For For
1k Elect Director Paul S. Pressler Mgmt For For For
1l Elect Director Robert H. Swan Mgmt For For For
1m Elect Director Perry M. Traquina Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 2,588,249
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony J. Bates Mgmt For For For
1b Elect Director Adriane M. Brown Mgmt For For For
1c Elect Director Jesse A. Cohn Mgmt For For For
1d Elect Director Diana Farrell Mgmt For For For
1e Elect Director Logan D. Green Mgmt For For For
1f Elect Director Bonnie S. Hammer Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts eBay Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1g Elect Director Jamie Iannone Mgmt For For For
1h Elect Director Kathleen C. Mitic Mgmt For For For
1i Elect Director Matthew J. Murphy Mgmt For For For
1j Elect Director Pierre M. Omidyar Mgmt For For For
1k Elect Director Paul S. Pressler Mgmt For For For
1l Elect Director Robert H. Swan Mgmt For For For
1m Elect Director Perry M. Traquina Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
Tokio Marine Holdings, Inc.
Meeting Date: 06/29/2020 Country: Japan Primary Security ID: J86298106 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 8766
Shares Voted: 61,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 95
2.1 Elect Director Nagano, Tsuyoshi Mgmt For Against Against
2.2 Elect Director Komiya, Satoru Mgmt For Against Against
2.3 Elect Director Yuasa, Takayuki Mgmt For Against Against
2.4 Elect Director Harashima, Akira Mgmt For Against Against
2.5 Elect Director Okada, Kenji Mgmt For Against Against
2.6 Elect Director Hirose, Shinichi Mgmt For Against Against
2.7 Elect Director Mimura, Akio Mgmt For Against Against
2.8 Elect Director Egawa, Masako Mgmt For Against For
2.9 Elect Director Mitachi, Takashi Mgmt For Against Against
2.10 Elect Director Endo, Nobuhiro Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tokio Marine Holdings, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.11 Elect Director Katanozaka, Shinya Mgmt For Against Against
2.12 Elect Director Handa, Tadashi Mgmt For Against Against
2.13 Elect Director Endo, Yoshinari Mgmt For Against Against
3 Appoint Statutory Auditor Fujita, Hirokazu Mgmt For For For
Shares Voted: 155,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 95
2.1 Elect Director Nagano, Tsuyoshi Mgmt For Against Against
2.2 Elect Director Komiya, Satoru Mgmt For Against Against
2.3 Elect Director Yuasa, Takayuki Mgmt For Against Against
2.4 Elect Director Harashima, Akira Mgmt For Against Against
2.5 Elect Director Okada, Kenji Mgmt For Against Against
2.6 Elect Director Hirose, Shinichi Mgmt For Against Against
2.7 Elect Director Mimura, Akio Mgmt For Against Against
2.8 Elect Director Egawa, Masako Mgmt For Against For
2.9 Elect Director Mitachi, Takashi Mgmt For Against Against
2.10 Elect Director Endo, Nobuhiro Mgmt For Against Against
2.11 Elect Director Katanozaka, Shinya Mgmt For Against Against
2.12 Elect Director Handa, Tadashi Mgmt For Against Against
2.13 Elect Director Endo, Yoshinari Mgmt For Against Against
3 Appoint Statutory Auditor Fujita, Hirokazu Mgmt For For For
Tokio Marine Holdings, Inc.
Meeting Date: 06/29/2020 Country: Japan Primary Security ID: J86298106 Record Date: 03/30/2020 Meeting Type: Annual Ticker: 8766 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tokio Marine Holdings, Inc.
Shares Voted: 1,265
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 95
2.1 Elect Director Nagano, Tsuyoshi Mgmt For Against Against
2.2 Elect Director Komiya, Satoru Mgmt For Against Against
2.3 Elect Director Yuasa, Takayuki Mgmt For Against Against
2.4 Elect Director Harashima, Akira Mgmt For Against Against
2.5 Elect Director Okada, Kenji Mgmt For Against Against
2.6 Elect Director Hirose, Shinichi Mgmt For Against Against
2.7 Elect Director Mimura, Akio Mgmt For Against Against
2.8 Elect Director Egawa, Masako Mgmt For Against For
2.9 Elect Director Mitachi, Takashi Mgmt For Against Against
2.10 Elect Director Endo, Nobuhiro Mgmt For Against Against
2.11 Elect Director Katanozaka, Shinya Mgmt For Against Against
2.12 Elect Director Handa, Tadashi Mgmt For Against Against
2.13 Elect Director Endo, Yoshinari Mgmt For Against Against
3.1 Appoint Statutory Auditor Fujita, Hirokazu Mgmt For For For
Accor SA
Meeting Date: 06/30/2020 Country: France Primary Security ID: F00189120 Record Date: 06/26/2020 Meeting Type: Annual/Special Ticker: AC
Shares Voted: 247,839
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Accor SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Allocation of Income and Absence of Mgmt For For For Dividends
4 Reelect Sebastien Bazin as Director Mgmt For Against Against
5 Reelect Iris Knobloch as Director Mgmt For For For
6 Elect Bruno Pavlovsky as Director Mgmt For For For
7 Approve Transaction with SASP Paris Mgmt For Against Against Saint-Germain Football Re: Partnership Agreement
8 Ratify Appointment of Ernst & Young et Mgmt For For For Autres as Auditor
9 Approve Compensation of Corporate Officers Mgmt For For For
10 Approve Compensation of Sebastien Bazin Mgmt For Against Against
11 Approve Remuneration Policy of Chairman Mgmt For Against Against and CEO
12 Approve Remuneration Policy of Directors Mgmt For For For
13 Authorize Repurchase of Up to 10 Percent of Mgmt For Against Against Issued Share Capital
Extraordinary Business Mgmt
14 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
15 Amend Articles 12 and 15 of Bylaws Re: Mgmt For For For Employee Representatives; Board Members Deliberation via Written Consultation
16 Authorize Board to Issue Free Warrants with Mgmt For Against Against Preemptive Rights During a Public Tender Offer
17 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
AXA SA
Meeting Date: 06/30/2020 Country: France Primary Security ID: F06106102 Record Date: 06/26/2020 Meeting Type: Annual/Special Ticker: CS
Shares Voted: 822,597
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AXA SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.73 per Share
4 Approve Compensation of Corporate Officers Mgmt For For For
5 Approve Compensation of Denis Duverne, Mgmt For For For Chairman of the Board
6 Approve Compensation of Thomas Buberl, Mgmt For For For CEO
7 Approve Remuneration Policy of CEO Mgmt For For For
8 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
9 Approve Remuneration Policy of Directors Mgmt For For For
10 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
11 Reelect Angelien Kemna as Director Mgmt For For For
12 Reelect Irene Dorner as Director Mgmt For For For
13 Elect Isabel Hudson as Director Mgmt For For For
14 Elect Antoine Gosset-Grainville as Director Mgmt For For For
15 Elect Marie-France Tschudin as Director Mgmt For For For
Shareholder Proposals Submitted by Mgmt Employees of Axa Group
16 Elect Helen Browne as Director SH For For For
A Elect Jerome Amouyal as Director SH Against Against Against
B Elect Constance Reschke as Director SH Against Against Against
C Elect Bamba Sall as Director SH Against Against Against
D Elect Bruno Guy-Wasier as Director SH Against Against Against
E Elect Timothy Leary as Director SH Against Against Against
F Elect Ashitkumar Shah as Director SH Against Against Against
Ordinary Business Mgmt
17 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AXA SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
19 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries
20 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
21 Amend Article 10 of Bylaws Re: Employee Mgmt For For For Representatives
22 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
Shares Voted: 840,207
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.73 per Share
4 Approve Compensation of Corporate Officers Mgmt For For For
5 Approve Compensation of Denis Duverne, Mgmt For For For Chairman of the Board
6 Approve Compensation of Thomas Buberl, Mgmt For For For CEO
7 Approve Remuneration Policy of CEO Mgmt For For For
8 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
9 Approve Remuneration Policy of Directors Mgmt For For For
10 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
11 Reelect Angelien Kemna as Director Mgmt For For For
12 Reelect Irene Dorner as Director Mgmt For For For
13 Elect Isabel Hudson as Director Mgmt For For For
14 Elect Antoine Gosset-Grainville as Director Mgmt For For For
15 Elect Marie-France Tschudin as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AXA SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Shareholder Proposals Submitted by Mgmt Employees of Axa Group
16 Elect Helen Browne as Director SH For For For
A Elect Jerome Amouyal as Director SH Against Against Against
B Elect Constance Reschke as Director SH Against Against Against
C Elect Bamba Sall as Director SH Against Against Against
D Elect Bruno Guy-Wasier as Director SH Against Against Against
E Elect Timothy Leary as Director SH Against Against Against
F Elect Ashitkumar Shah as Director SH Against Against Against
Ordinary Business Mgmt
17 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
18 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
19 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries
20 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
21 Amend Article 10 of Bylaws Re: Employee Mgmt For For For Representatives
22 Authorize Filing of Required Documents/Other Mgmt For For For Formalities
AXA SA
Meeting Date: 06/30/2020 Country: France Primary Security ID: F06106102 Record Date: 05/21/2020 Meeting Type: Annual/Special Ticker: CS
Shares Voted: 3,285
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Mgmt For For For Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AXA SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.73 per Share
4 Approve Compensation of Corporate Officers Mgmt For For For
5 Approve Compensation of Denis Duverne, Mgmt For For For Chairman of the Board
6 Approve Compensation of Thomas Buberl, Mgmt For For For CEO
7 Approve Remuneration Policy of CEO Mgmt For For For
8 Approve Remuneration Policy of Chairman of Mgmt For For For the Board
9 Approve Remuneration Policy of Directors Mgmt For For For
10 Approve Auditors' Special Report on Mgmt For For For Related-Party Transactions Mentioning the Absence of New Transactions
11 Reelect Angelien Kemna as Director Mgmt For For For
12 Reelect Irene Dorner as Director Mgmt For For For
13 Elect Isabel Hudson as Director Mgmt For For For
14 Elect Antoine Gosset-Grainville as Director Mgmt For For For
15 Elect Marie-France Tschudin as Director Mgmt For For For
Shareholder Proposal Submitted by Mgmt Employees of Axa Group
16 Elect Helen Browne as Director SH For For For
Ordinary Business Mgmt
17 Authorize Repurchase of Up to 10 Percent of Mgmt For For For Issued Share Capital
Extraordinary Business Mgmt
18 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans
19 Authorize Capital Issuances for Use in Mgmt For For For Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries
20 Authorize Decrease in Share Capital via Mgmt For For For Cancellation of Repurchased Shares
21 Amend Article 10 of Bylaws Re: Employee Mgmt For For For Representatives
22 Authorize Filing of Required Documents/Other Mgmt For For For Formalities Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AXA SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Shareholder Proposals Submitted by Mgmt Employees of Axa Group
A Elect Jerome Amouyal as Director SH Against Against Against
B Elect Constance Reschke as Director SH Against Against Against
C Elect Bamba Sall as Director SH Against Against Against
D Elect Bruno Guy-Wasier as Director SH Against Against Against
E Elect Timothy Leary as Director SH Against Against Against
F Elect Ashitkumar Shah as Director SH Against Against Against
China Vanke Co., Ltd.
Meeting Date: 06/30/2020 Country: China Primary Security ID: Y77421132 Record Date: 05/29/2020 Meeting Type: Annual Ticker: 2202
Shares Voted: 67,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Supervisory Mgmt For For For Committee
3 Approve 2019 Annual Report Mgmt For For For
4 Approve 2019 Dividend Distribution Plan Mgmt For For For
5 Approve Appointment of Auditors Mgmt For For For
6 Approve Authorization of the Company and Mgmt For For For Its Majority-Owned Subsidiaries to Provide Financial Assistance to Third Parties
7 Approve Authorization of Guarantee by the Mgmt For Against Against Company to Its Majority-Owned Subsidiaries
8 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for H Shares
9 Authorize Repurchase of Issued Share Capital Mgmt For For For
10 Amend Articles of Association Mgmt For For For
11 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Vanke Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
12 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Directors
13 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Supervisory Committee
ELECT EXECUTIVE AND NON-EXECUTIVE Mgmt DIRECTORS VIA CUMULATIVE VOTING
14.1 Elect Hu Guobin as Director Mgmt For For For
14.2 Elect Li Qiangqiang as Director Mgmt For For For
14.3 Elect Tang Shaojie as Director Mgmt For For For
14.4 Elect Wang Haiwu as Director Mgmt For For For
14.5 Elect Xin Jie as Director Mgmt For For For
14.6 Elect Yu Liang as Director Mgmt For For For
14.7 Elect Zhu Jiusheng as Director Mgmt For For For
ELECT INDEPENDENT NON-EXECUTIVE Mgmt DIRECTORS VIA CUMULATIVE VOTING
15.1 Elect Zhang Yichen as Director SH For Against Against
15.2 Elect Kang Dian as Director Mgmt For Against Against
15.3 Elect Liu Shuwei as Director Mgmt For Against Against
15.4 Elect Ng Kar Ling, Johnny as Director Mgmt For Against Against
ELECT SUPERVISORS VIA CUMULATIVE Mgmt VOTING
16.1 Elect Li Miao as Supervisor Mgmt For For For
16.2 Elect Xie Dong as Supervisor Mgmt For For For
Shares Voted: 30,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2019 Report of the Board of Mgmt For For For Directors
2 Approve 2019 Report of the Supervisory Mgmt For For For Committee
3 Approve 2019 Annual Report Mgmt For For For
4 Approve 2019 Dividend Distribution Plan Mgmt For For For
5 Approve Appointment of Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Vanke Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Approve Authorization of the Company and Mgmt For For For Its Majority-Owned Subsidiaries to Provide Financial Assistance to Third Parties
7 Approve Authorization of Guarantee by the Mgmt For Against Against Company to Its Majority-Owned Subsidiaries
8 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights for H Shares
9 Authorize Repurchase of Issued Share Capital Mgmt For For For
10 Amend Articles of Association Mgmt For For For
11 Amend Rules and Procedures Regarding Mgmt For For For General Meetings of Shareholders
12 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Board of Directors
13 Amend Rules and Procedures Regarding Mgmt For For For Meetings of Supervisory Committee
ELECT EXECUTIVE AND NON-EXECUTIVE Mgmt DIRECTORS VIA CUMULATIVE VOTING
14.1 Elect Hu Guobin as Director Mgmt For For For
14.2 Elect Li Qiangqiang as Director Mgmt For For For
14.3 Elect Tang Shaojie as Director Mgmt For For For
14.4 Elect Wang Haiwu as Director Mgmt For For For
14.5 Elect Xin Jie as Director Mgmt For For For
14.6 Elect Yu Liang as Director Mgmt For For For
14.7 Elect Zhu Jiusheng as Director Mgmt For For For
ELECT INDEPENDENT NON-EXECUTIVE Mgmt DIRECTORS VIA CUMULATIVE VOTING
15.1 Elect Zhang Yichen as Director SH For Against Against
15.2 Elect Kang Dian as Director Mgmt For Against Against
15.3 Elect Liu Shuwei as Director Mgmt For Against Against
15.4 Elect Ng Kar Ling, Johnny as Director Mgmt For Against Against
ELECT SUPERVISORS VIA CUMULATIVE Mgmt VOTING
16.1 Elect Li Miao as Supervisor Mgmt For For For
16.2 Elect Xie Dong as Supervisor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Vanke Co., Ltd.
Meeting Date: 06/30/2020 Country: China Primary Security ID: Y77421132 Record Date: 05/29/2020 Meeting Type: Special Ticker: 2202
Shares Voted: 67,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt
1 Authorize Repurchase of Issued Share Capital Mgmt For For For
Shares Voted: 30,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt
1 Authorize Repurchase of Issued Share Capital Mgmt For For For
DNB ASA
Meeting Date: 06/30/2020 Country: Norway Primary Security ID: R1640U124 Record Date: 06/23/2020 Meeting Type: Annual Ticker: DNB
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting; Elect Chairman of Meeting Mgmt
2 Approve Notice of Meeting and Agenda Mgmt For For Do Not Vote
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For Do Not Vote
4 Accept Financial Statements and Statutory Mgmt For For Do Not Reports Vote
5a Approve Remuneration Policy And Other Mgmt For For Do Not Terms of Employment For Executive Vote Management (Advisory)
5b Approve Remuneration Policy And Other Mgmt For For Do Not Terms of Employment For Executive Vote Management (Binding)
6 Approve Company's Corporate Governance Mgmt For For Do Not Statement Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DNB ASA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Remuneration of Auditors Mgmt For For Do Not Vote
8 Approve Reduction in Share Capital via Share Mgmt For For Do Not Cancellation Vote
9 Amend Articles Mgmt For For Do Not Vote
10 Authorize Board to Raise Subordinated Loan Mgmt For For Do Not Vote
11 Elect Directors Mgmt For For Do Not Vote
12 Elect Members of Nominating Committee Mgmt For For Do Not Vote
13 Approve Remuneration of Directors and Mgmt For For Do Not Nominating Committee Vote
Shares Voted: 4,888
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting; Elect Chairman of Meeting Mgmt
2 Approve Notice of Meeting and Agenda Mgmt For For For
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
4 Accept Financial Statements and Statutory Mgmt For For For Reports
5a Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management (Advisory)
5b Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management (Binding)
6 Approve Company's Corporate Governance Mgmt For For For Statement
7 Approve Remuneration of Auditors Mgmt For For For
8 Approve Reduction in Share Capital via Share Mgmt For For For Cancellation
9 Amend Articles Mgmt For For For
10 Authorize Board to Raise Subordinated Loan Mgmt For For For
11 Elect Directors Mgmt For For For
12 Elect Members of Nominating Committee Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DNB ASA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Approve Remuneration of Directors and Mgmt For For For Nominating Committee
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting; Elect Chairman of Meeting Mgmt
2 Approve Notice of Meeting and Agenda Mgmt For For Do Not Vote
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For Do Not Vote
4 Accept Financial Statements and Statutory Mgmt For For Do Not Reports Vote
5a Approve Remuneration Policy And Other Mgmt For For Do Not Terms of Employment For Executive Vote Management (Advisory)
5b Approve Remuneration Policy And Other Mgmt For For Do Not Terms of Employment For Executive Vote Management (Binding)
6 Approve Company's Corporate Governance Mgmt For For Do Not Statement Vote
7 Approve Remuneration of Auditors Mgmt For For Do Not Vote
8 Approve Reduction in Share Capital via Share Mgmt For For Do Not Cancellation Vote
9 Amend Articles Mgmt For For Do Not Vote
10 Authorize Board to Raise Subordinated Loan Mgmt For For Do Not Vote
11 Elect Directors Mgmt For For Do Not Vote
12 Elect Members of Nominating Committee Mgmt For For Do Not Vote
13 Approve Remuneration of Directors and Mgmt For For Do Not Nominating Committee Vote
MGP Ingredients, Inc.
Meeting Date: 06/30/2020 Country: USA Primary Security ID: 55303J106 Record Date: 05/04/2020 Meeting Type: Annual Ticker: MGPI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
MGP Ingredients, Inc.
Shares Voted: 4,952
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James L. Bareuther Mgmt For For For
1b Elect Director Terrence P. Dunn Mgmt For For For
1c Elect Director Anthony P. Foglio Mgmt For For For
1d Elect Director Kerry A. Walsh Skelly Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 2,331
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director James L. Bareuther Mgmt For For For
1b Elect Director Terrence P. Dunn Mgmt For For For
1c Elect Director Anthony P. Foglio Mgmt For For For
1d Elect Director Kerry A. Walsh Skelly Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
National Energy Services Reunited Corp.
Meeting Date: 06/30/2020 Country: Virgin Isl (UK) Primary Security ID: G6375R107 Record Date: 05/22/2020 Meeting Type: Annual Ticker: NESR
Shares Voted: 94,183
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Antonio J. Campo Mejia Mgmt For Against Against
1.2 Elect Director Nadhmi Al-Nasr Mgmt For Against Against
1.3 Elect Director Amr Al Menhali Mgmt For For For
1.4 Elect Director Andrew Waite Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
National Energy Services Reunited Corp.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Hala Zeibak Mgmt For For For
2 Ratify KPMG as Auditors Mgmt For For For
Shares Voted: 6,073
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Antonio J. Campo Mejia Mgmt For Against Against
1.2 Elect Director Nadhmi Al-Nasr Mgmt For Against Against
1.3 Elect Director Amr Al Menhali Mgmt For For For
1.4 Elect Director Andrew Waite Mgmt For For For
1.5 Elect Director Hala Zeibak Mgmt For For For
2 Ratify KPMG as Auditors Mgmt For For For
Orion Engineered Carbons SA
Meeting Date: 06/30/2020 Country: Luxembourg Primary Security ID: L72967109 Record Date: 04/23/2020 Meeting Type: Annual Ticker: OEC
Shares Voted: 88,252
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1.1 Elect Kerry A. Galvin as Director Mgmt For For For
1.2 Elect Paul Huck as Director Mgmt For For For
1.3 Elect Mary Lindsey as Director Mgmt For For For
1.4 Elect Didier Miraton as Director Mgmt For For For
1.5 Elect Yi Hyon Paik as Director Mgmt For For For
1.6 Elect Corning F. Painter as Director Mgmt For For For
1.7 Elect Dan F. Smith as Director Mgmt For For For
1.8 Elect Hans-Dietrich Winkhaus as Director Mgmt For For For
1.9 Elect Michel Wurth as Director Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Orion Engineered Carbons SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Approve Remuneration of Board of Directors Mgmt For For For
5 Approve Annual Accounts Mgmt For For For
6 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports
7 Approve Allocation of Income and Interim Mgmt For For For Dividends
8 Approve Discharge of Directors Mgmt For For For
9 Approve Discharge of Auditors Mgmt For For For
10 Appointment of Ernst & Young, Luxembourg Mgmt For For For as Auditor
11 Appointment of Ernst & Young GmbH Mgmt For For For Wirtschaftsprüfungsgesellschaft as Auditor
Shares Voted: 148,204
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1.1 Elect Kerry A. Galvin as Director Mgmt For For For
1.2 Elect Paul Huck as Director Mgmt For For For
1.3 Elect Mary Lindsey as Director Mgmt For For For
1.4 Elect Didier Miraton as Director Mgmt For For For
1.5 Elect Yi Hyon Paik as Director Mgmt For For For
1.6 Elect Corning F. Painter as Director Mgmt For For For
1.7 Elect Dan F. Smith as Director Mgmt For For For
1.8 Elect Hans-Dietrich Winkhaus as Director Mgmt For For For
1.9 Elect Michel Wurth as Director Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Approve Remuneration of Board of Directors Mgmt For For For
5 Approve Annual Accounts Mgmt For For For
6 Approve Consolidated Financial Statements Mgmt For For For and Statutory Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Orion Engineered Carbons SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Allocation of Income and Interim Mgmt For For For Dividends
8 Approve Discharge of Directors Mgmt For For For
9 Approve Discharge of Auditors Mgmt For For For
10 Appointment of Ernst & Young, Luxembourg Mgmt For For For as Auditor
11 Appointment of Ernst & Young GmbH Mgmt For For For Wirtschaftsprüfungsgesellschaft as Auditor
Plymouth Industrial REIT, Inc.
Meeting Date: 07/01/2020 Country: USA Primary Security ID: 729640102 Record Date: 04/27/2020 Meeting Type: Annual Ticker: PLYM
Shares Voted: 7,911
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin Barber Mgmt For Withhold Withhold
1.2 Elect Director Philip S. Cottone Mgmt For Withhold Withhold
1.3 Elect Director Richard J. DeAgazio Mgmt For Withhold Withhold
1.4 Elect Director David G. Gaw Mgmt For For For
1.5 Elect Director Pendleton P. White, Jr. Mgmt For For For
1.6 Elect Director Jeffrey E. Witherell Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 11,111
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Martin Barber Mgmt For Withhold Withhold
1.2 Elect Director Philip S. Cottone Mgmt For Withhold Withhold
1.3 Elect Director Richard J. DeAgazio Mgmt For Withhold Withhold
1.4 Elect Director David G. Gaw Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Plymouth Industrial REIT, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Pendleton P. White, Jr. Mgmt For For For
1.6 Elect Director Jeffrey E. Witherell Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
YELP INC.
Meeting Date: 07/01/2020 Country: USA Primary Security ID: 985817105 Record Date: 05/04/2020 Meeting Type: Annual Ticker: YELP
Shares Voted: 1,309,698
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Diane M. Irvine Mgmt For For For
1.2 Elect Director Christine Barone Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Declassify the Board of Directors Mgmt For For For
Shares Voted: 1,585,322
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Diane M. Irvine Mgmt For For For
1.2 Elect Director Christine Barone Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Declassify the Board of Directors Mgmt For For For
Andritz AG
Meeting Date: 07/07/2020 Country: Austria Primary Security ID: A11123105 Record Date: 06/27/2020 Meeting Type: Annual Ticker: ANDR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Andritz AG
Shares Voted: 110,411
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.50 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Approve Remuneration of Supervisory Board Mgmt For For For Members
6 Ratify KPMG Austria GmbH as Auditors for Mgmt For For For Fiscal 2020
7 Elect Wolfgang Bernhard as Supervisory Mgmt For For For Board Member
8 Approve Remuneration Policy Mgmt For Against Against
9 Approve Stock Option Plan for Key Employees Mgmt For For For
Shares Voted: 28,064
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.50 per Share
3 Approve Discharge of Management Board for Mgmt For For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Approve Remuneration of Supervisory Board Mgmt For For For Members
6 Ratify KPMG Austria GmbH as Auditors for Mgmt For For For Fiscal 2020
7 Elect Wolfgang Bernhard as Supervisory Mgmt For For For Board Member
8 Approve Remuneration Policy Mgmt For Against Against
9 Approve Stock Option Plan for Key Employees Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Aeroportuario del Centro Norte SAB de CV
Meeting Date: 07/07/2020 Country: Mexico Primary Security ID: P49530101 Record Date: 06/22/2020 Meeting Type: Annual/Special Ticker: OMAB
Shares Voted: 11,657
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary Business Mgmt
1 Present Board of Directors' Reports in Mgmt For For For Compliance with Article 28, Section IV (D and E) of Stock Market Law
2 Present CEO and External Auditor Report in Mgmt For For For Compliance with Article 28, Section IV (B) of Stock Market Law
3 Present Board of Directors' Reports in Mgmt For For For Accordance with Article 28, Section IV (A and C) of Stock Market Law Including Tax Report
4 Approve Allocation of Income Mgmt For For For
5 Set Aggregate Nominal Amount of Share Mgmt For For For Repurchase
6 Discharge, Elect or Ratify Directors; Elect or Mgmt For Against Against Ratify Chairmen of Audit, Corporate Practices, Finance, Planning and Sustainability Committees; Approve their Remuneration
7 Appoint Legal Representatives Mgmt For For For
Extraordinary Business Mgmt
1 Approve Cancellation of Series B Repurchased Mgmt For For For Shares and Consequently Reduction in Fixed Portion of Share Capital and Amend Article 6
2 Appoint Legal Representatives Mgmt For For For
Shares Voted: 9,515
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
Ordinary Business Mgmt
1 Present Board of Directors' Reports in Mgmt For For For Compliance with Article 28, Section IV (D and E) of Stock Market Law Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Grupo Aeroportuario del Centro Norte SAB de CV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Present CEO and External Auditor Report in Mgmt For For For Compliance with Article 28, Section IV (B) of Stock Market Law
3 Present Board of Directors' Reports in Mgmt For For For Accordance with Article 28, Section IV (A and C) of Stock Market Law Including Tax Report
4 Approve Allocation of Income Mgmt For For For
5 Set Aggregate Nominal Amount of Share Mgmt For For For Repurchase
6 Discharge, Elect or Ratify Directors; Elect or Mgmt For Against Against Ratify Chairmen of Audit, Corporate Practices, Finance, Planning and Sustainability Committees; Approve their Remuneration
7 Appoint Legal Representatives Mgmt For For For
Extraordinary Business Mgmt
1 Approve Cancellation of Series B Repurchased Mgmt For For For Shares and Consequently Reduction in Fixed Portion of Share Capital and Amend Article 6
2 Appoint Legal Representatives Mgmt For For For
CRA International, Inc.
Meeting Date: 07/08/2020 Country: USA Primary Security ID: 12618T105 Record Date: 05/14/2020 Meeting Type: Annual Ticker: CRAI
Shares Voted: 54,689
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard D. Booth Mgmt For For For
1.2 Elect Director William F. Concannon Mgmt For Withhold Withhold
1.3 Elect Director Christine R. Detrick Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 74,493
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CRA International, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Richard D. Booth Mgmt For For For
1.2 Elect Director William F. Concannon Mgmt For Withhold Withhold
1.3 Elect Director Christine R. Detrick Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Petroleo Brasileiro SA
Meeting Date: 07/09/2020 Country: Brazil Primary Security ID: P78331140 Record Date: 06/19/2020 Meeting Type: Special Ticker: PETR4
Shares Voted: 126,514
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Additional High Standard Reputation Mgmt For For For Requirements for the Senior Management and Fiscal Council Members and Inclusion of these Requirements in the Nomination Policy
2 Amend Articles and Consolidate Bylaws Mgmt For For For
Shares Voted: 467,646
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Additional High Standard Reputation Mgmt For For For Requirements for the Senior Management and Fiscal Council Members and Inclusion of these Requirements in the Nomination Policy
2 Amend Articles and Consolidate Bylaws Mgmt For For For
Siemens AG
Meeting Date: 07/09/2020 Country: Germany Primary Security ID: D69671218 Record Date: Meeting Type: Special Ticker: SIE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Siemens AG
Shares Voted: 236,643
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Spin-Off and Takeover Agreement Mgmt For For For with Siemens Energy AG
Shares Voted: 150,041
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Spin-Off and Takeover Agreement Mgmt For For For with Siemens Energy AG
Siemens AG
Meeting Date: 07/09/2020 Country: Germany Primary Security ID: D69671218 Record Date: 06/18/2020 Meeting Type: Special Ticker: SIE
Shares Voted: 2,207
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Spin-Off and Takeover Agreement Mgmt For For For with Siemens Energy AG
2 Additional Proposals Presented at the Meeting SH Against Against Against
3 Additional Proposals Presented at the Meeting SH Against Against Against
4 Additional Proposals Presented at the Meeting SH Against Against Against
A Counter Motion A SH Against Against Against
B Counter Motion B SH Against Against Against
C Counter Motion C SH Against Against Against
D Counter Motion D SH Against Against Against
E Counter Motion E SH Against Against Against
F Counter Motion F SH Against Against Against
G Counter Motion SH Against Against Against
H Counter Motion SH Against Against Against
I Counter Motion SH Against Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BMO Funds, Inc.
Meeting Date: 07/10/2020 Country: USA Primary Security ID: ZZZZ00066090 Record Date: 05/14/2020 Meeting Type: Special Ticker: N/A
Shares Voted: 1,994,135
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Marie-Renee Bakker Mgmt For For For
1.2 Elect Director John M. Blaser Mgmt For For For
1.3 Elect Director Ridge A. Braunschweig Mgmt For Withhold Withhold
1.4 Elect Director Teresa V. Jankovic Mgmt For For For
1.5 Elect Director John A. Lubs Mgmt For Withhold Withhold
1.6 Elect Director Vincent P. Lyles Mgmt For Withhold Withhold
1.7 Elect Director Daniela O'Leary-Gill Mgmt For For For
1.8 Elect Director Barbara J. Pope Mgmt For Withhold Withhold
Industria de Diseno Textil SA
Meeting Date: 07/14/2020 Country: Spain Primary Security ID: E6282J125 Record Date: 07/09/2020 Meeting Type: Annual Ticker: ITX
Shares Voted: 2,441
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Standalone Financial Statements Mgmt For For For
2 Approve Consolidated Financial Statements Mgmt For For For and Discharge of Board
3 Approve Non-Financial Information Statement Mgmt For For For
4 Approve Allocation of Income Mgmt For For For
5 Approve Dividends Charged Against Mgmt For For For Unrestricted Reserves
6.a Reelect Pontegadea Inversiones SL as Mgmt For For For Director
6.b Reelect Denise Patricia Kingsmill as Director Mgmt For For For
6.c Ratify Appointment of and Elect Anne Lange Mgmt For For For as Director
7 Renew Appointment of Deloitte as Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Industria de Diseno Textil SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8.a Amend Articles Re: Remote Attendance to Mgmt For For For General Meetings
8.b Approve Restated Articles of Association Mgmt For For For
9.a Amend Article 6 of General Meeting Mgmt For For For Regulations Re: Competences of General Meetings
9.b Amend Articles of General Meeting Mgmt For For For Regulations Re: Remote Attendance
9.c Approve Restated General Meeting Mgmt For For For Regulations
10 Advisory Vote on Remuneration Report Mgmt For For For
11 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
12 Receive Amendments to Board of Directors Mgmt Regulations
PT Indofood Sukses Makmur Tbk
Meeting Date: 07/15/2020 Country: Indonesia Primary Security ID: Y7128X128 Record Date: 06/22/2020 Meeting Type: Annual Ticker: INDF
Shares Voted: 2,520,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Annual Report and Statutory Reports Mgmt For For For
2 Accept Financial Statement Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Remuneration of Directors and Mgmt For For For Commissioners
5 Approve Purwantono, Sungkoro & Surja as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
Shares Voted: 1,107,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Annual Report and Statutory Reports Mgmt For For For
2 Accept Financial Statement Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PT Indofood Sukses Makmur Tbk
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Allocation of Income Mgmt For For For
4 Approve Remuneration of Directors and Mgmt For For For Commissioners
5 Approve Purwantono, Sungkoro & Surja as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
Reliance Industries Ltd.
Meeting Date: 07/15/2020 Country: India Primary Security ID: Y72596102 Record Date: 07/08/2020 Meeting Type: Annual Ticker: 500325
Shares Voted: 22,568
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.a Accept Financial Statements and Statutory Mgmt For For For Reports
1.b Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
2 Approve Dividends Mgmt For For For
3 Reelect Hital R. Meswani as Director Mgmt For For For
4 Reelect P.M.S. Prasad as Director Mgmt For For For
5 Approve Reappointment and Remuneration of Mgmt For For For Hital R. Meswani as a Whole-time Director
6 Elect K. V. Chowdary as Director Mgmt For For For
7 Approve Remuneration of Cost Auditors Mgmt For For For
Shares Voted: 9,933
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.a Accept Financial Statements and Statutory Mgmt For For For Reports
1.b Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
2 Approve Dividends Mgmt For For For
3 Reelect Hital R. Meswani as Director Mgmt For For For
4 Reelect P.M.S. Prasad as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Reliance Industries Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Reappointment and Remuneration of Mgmt For For For Hital R. Meswani as a Whole-time Director
6 Elect K. V. Chowdary as Director Mgmt For For For
7 Approve Remuneration of Cost Auditors Mgmt For For For
VMware, Inc.
Meeting Date: 07/15/2020 Country: USA Primary Security ID: 928563402 Record Date: 05/18/2020 Meeting Type: Annual Ticker: VMW
Shares Voted: 676,071
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony Bates Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Shares Voted: 156,222
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Anthony Bates Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
Ennis, Inc.
Meeting Date: 07/16/2020 Country: USA Primary Security ID: 293389102 Record Date: 05/18/2020 Meeting Type: Annual Ticker: EBF
Shares Voted: 34,932
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Aaron Carter Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ennis, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Gary S. Mozina Mgmt For Against Against
1.3 Elect Director Keith S. Walters Mgmt For Against Against
2 Ratify Grant Thornton LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Other Business Mgmt For Against Against
Shares Voted: 11,964
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Aaron Carter Mgmt For For For
1.2 Elect Director Gary S. Mozina Mgmt For Against Against
1.3 Elect Director Keith S. Walters Mgmt For Against Against
2 Ratify Grant Thornton LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
4 Other Business Mgmt For Against Against
Gulfport Energy Corporation
Meeting Date: 07/16/2020 Country: USA Primary Security ID: 402635304 Record Date: 06/16/2020 Meeting Type: Annual Ticker: GPOR
Shares Voted: 500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director David M. Wood Mgmt For For For
1B Elect Director Alvin Bledsoe Mgmt For For For
1C Elect Director Deborah G. Adams Mgmt For For For
1D Elect Director Samantha Holroyd Mgmt For For For
1E Elect Director Valerie Jochen Mgmt For For For
1F Elect Director C. Doug Johnson Mgmt For For For
1G Elect Director Ben T. Morris Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gulfport Energy Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1H Elect Director John W. Somerhalder, II Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
4 Approve Tax Benefits Preservation Plan Mgmt For For For
Mavi Giyim Sanayive ve Ticaret AS
Meeting Date: 07/16/2020 Country: Turkey Primary Security ID: M68551114 Record Date: Meeting Type: Annual Ticker: MAVI
Shares Voted: 59,142
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting and Elect Presiding Council of Mgmt For For For Meeting
2 Accept Board Report Mgmt For For For
3 Accept Audit Report Mgmt For For For
4 Accept Financial Statements Mgmt For For For
5 Approve Discharge of Board Mgmt For For For
6 Receive Information on Remuneration Policy Mgmt and Director Remuneration for 2019
7 Approve Director Remuneration Mgmt For For For
8 Ratify External Auditors Mgmt For For For
9 Approve Allocation of Income Mgmt For For For
10 Approve Upper Limit of Donations for the Mgmt For For For Current Fiscal Year and Receive Information on Donations Made in Previous Fiscal Year
11 Receive Information on Guarantees, Pledges Mgmt and Mortgages Provided to Third Parties
12 Grant Permission for Board Members to Mgmt For For For Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose and Receive Information in Accordance to Article 1.3.6 of Corporate Governance Principles
13 Wishes Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mavi Giyim Sanayive ve Ticaret AS
Shares Voted: 26,192
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting and Elect Presiding Council of Mgmt For For For Meeting
2 Accept Board Report Mgmt For For For
3 Accept Audit Report Mgmt For For For
4 Accept Financial Statements Mgmt For For For
5 Approve Discharge of Board Mgmt For For For
6 Receive Information on Remuneration Policy Mgmt and Director Remuneration for 2019
7 Approve Director Remuneration Mgmt For For For
8 Ratify External Auditors Mgmt For For For
9 Approve Allocation of Income Mgmt For For For
10 Approve Upper Limit of Donations for the Mgmt For For For Current Fiscal Year and Receive Information on Donations Made in Previous Fiscal Year
11 Receive Information on Guarantees, Pledges Mgmt and Mortgages Provided to Third Parties
12 Grant Permission for Board Members to Mgmt For For For Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose and Receive Information in Accordance to Article 1.3.6 of Corporate Governance Principles
13 Wishes Mgmt
China Yuchai International Limited
Meeting Date: 07/17/2020 Country: Bermuda Primary Security ID: G21082105 Record Date: 06/01/2020 Meeting Type: Annual Ticker: CYD
Shares Voted: 55,915
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.1 Elect Kwek Leng Peck as Director Mgmt For Withhold Withhold
3.2 Elect Gan Khai Choon as Director Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Yuchai International Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.3 Elect Hoh Weng Ming as Director Mgmt For Withhold Withhold
3.4 Elect Neo Poh Kiat as Director Mgmt For Withhold Withhold
3.5 Elect Yan Ping as Director Mgmt For Withhold Withhold
3.6 Elect Han Yiyong as Director Mgmt For Withhold Withhold
3.7 Elect Ho Raymond Chi-Keung as Director Mgmt For Withhold Withhold
3.8 Elect Tan Eng Kwee as Director Mgmt For Withhold Withhold
3.9 Elect Xie Tao as Director Mgmt For Withhold Withhold
1 Adopt Financial Statements and Directors' and Mgmt For For For Auditors' Reports
2 Approve Increase in the Limit of Directors' Mgmt For For For Fees
4 Authorize Board to Appoint Up to the Mgmt For Against Against Maximum of 11 Directors
5 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Audit Committee to Fix Their Remuneration
Shares Voted: 47,886
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.1 Elect Kwek Leng Peck as Director Mgmt For Withhold Withhold
3.2 Elect Gan Khai Choon as Director Mgmt For Withhold Withhold
3.3 Elect Hoh Weng Ming as Director Mgmt For Withhold Withhold
3.4 Elect Neo Poh Kiat as Director Mgmt For Withhold Withhold
3.5 Elect Yan Ping as Director Mgmt For Withhold Withhold
3.6 Elect Han Yiyong as Director Mgmt For Withhold Withhold
3.7 Elect Ho Raymond Chi-Keung as Director Mgmt For Withhold Withhold
3.8 Elect Tan Eng Kwee as Director Mgmt For Withhold Withhold
3.9 Elect Xie Tao as Director Mgmt For Withhold Withhold
1 Adopt Financial Statements and Directors' and Mgmt For For For Auditors' Reports
2 Approve Increase in the Limit of Directors' Mgmt For For For Fees
4 Authorize Board to Appoint Up to the Mgmt For Against Against Maximum of 11 Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Yuchai International Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Ernst & Young LLP as Auditors and Mgmt For For For Authorize Audit Committee to Fix Their Remuneration
PSG Group Ltd.
Meeting Date: 07/17/2020 Country: South Africa Primary Security ID: S5959A107 Record Date: 07/10/2020 Meeting Type: Annual Ticker: PSG
Shares Voted: 54,208
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Re-elect Patrick Burton as Director Mgmt For For For
1.2 Re-elect Bridgitte Mathews as Director Mgmt For For For
1.3 Re-elect Jan Mouton as Director Mgmt For For For
2.1 Re-elect Patrick Burton as Member of the Mgmt For For For Audit and Risk Committee
2.2 Re-elect Modi Hlobo as Member of the Audit Mgmt For For For and Risk Committee
2.3 Re-elect Bridgitte Mathews as Member of the Mgmt For For For Audit and Risk Committee
2.4 Re-elect Chris Otto as Member of the Audit Mgmt For Against Against and Risk Committee
3 Reappoint PricewaterhouseCoopers Inc as Mgmt For For For Auditors with B Deegan as the Designated Auditor
4 Approve Remuneration Policy Mgmt For Against Against
5 Approve Implementation Report on the Mgmt For For For Remuneration Policy
6 Authorise Board to Issue Shares for Cash Mgmt For For For
7 Approve Remuneration of Non-executive Mgmt For For For Directors
8.1 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
8.2 Approve Financial Assistance in Terms of Mgmt For Against Against Section 44 of the Companies Act
9 Authorise Repurchase of Issued Share Capital Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PSG Group Ltd.
Shares Voted: 23,962
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Re-elect Patrick Burton as Director Mgmt For For For
1.2 Re-elect Bridgitte Mathews as Director Mgmt For For For
1.3 Re-elect Jan Mouton as Director Mgmt For For For
2.1 Re-elect Patrick Burton as Member of the Mgmt For For For Audit and Risk Committee
2.2 Re-elect Modi Hlobo as Member of the Audit Mgmt For For For and Risk Committee
2.3 Re-elect Bridgitte Mathews as Member of the Mgmt For For For Audit and Risk Committee
2.4 Re-elect Chris Otto as Member of the Audit Mgmt For Against Against and Risk Committee
3 Reappoint PricewaterhouseCoopers Inc as Mgmt For For For Auditors with B Deegan as the Designated Auditor
4 Approve Remuneration Policy Mgmt For Against Against
5 Approve Implementation Report on the Mgmt For For For Remuneration Policy
6 Authorise Board to Issue Shares for Cash Mgmt For For For
7 Approve Remuneration of Non-executive Mgmt For For For Directors
8.1 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
8.2 Approve Financial Assistance in Terms of Mgmt For Against Against Section 44 of the Companies Act
9 Authorise Repurchase of Issued Share Capital Mgmt For For For
HDFC Bank Limited
Meeting Date: 07/18/2020 Country: India Primary Security ID: Y3119P190 Record Date: 07/11/2020 Meeting Type: Annual Ticker: 500180
Shares Voted: 114,656
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Standalone Financial Statements and Mgmt For For For Statutory Reports Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HDFC Bank Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
3 Approve Special Interim Dividend Mgmt For For For
4 Reelect Kaizad Bharucha as Director Mgmt For For For
5 Authorize Board to Fix Remuneration of MSKA Mgmt For For For & Associates, Chartered Accountants as Statutory Auditors
6 Authorize Board to Ratify Additional Mgmt For For For Remuneration for MSKA & Associates, Chartered Accountants
7 Reelect Malay Patel as Director Mgmt For For For
8 Approve Reappointment and Remuneration of Mgmt For For For Kaizad Bharucha as Executive Director
9 Elect Renu Karnad as Director Mgmt For Against Against
10 Approve Related Party Transactions with Mgmt For For For Housing Development Finance Corporation Limited
11 Approve Related Party Transactions with HDB Mgmt For For For Financial Services Limited
12 Authorize Issuance of Unsecured Perpetual Mgmt For For For Debt Instruments, Tier II Capital Bonds and Long Term Bonds on Private Placement Basis
Shares Voted: 50,155
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Standalone Financial Statements and Mgmt For For For Statutory Reports
2 Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
3 Approve Special Interim Dividend Mgmt For For For
4 Reelect Kaizad Bharucha as Director Mgmt For For For
5 Authorize Board to Fix Remuneration of MSKA Mgmt For For For & Associates, Chartered Accountants as Statutory Auditors
6 Authorize Board to Ratify Additional Mgmt For For For Remuneration for MSKA & Associates, Chartered Accountants
7 Reelect Malay Patel as Director Mgmt For For For
8 Approve Reappointment and Remuneration of Mgmt For For For Kaizad Bharucha as Executive Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HDFC Bank Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Elect Renu Karnad as Director Mgmt For Against Against
10 Approve Related Party Transactions with Mgmt For For For Housing Development Finance Corporation Limited
11 Approve Related Party Transactions with HDB Mgmt For For For Financial Services Limited
12 Authorize Issuance of Unsecured Perpetual Mgmt For For For Debt Instruments, Tier II Capital Bonds and Long Term Bonds on Private Placement Basis
Hitachi Construction Machinery Co., Ltd.
Meeting Date: 07/20/2020 Country: Japan Primary Security ID: J20244109 Record Date: 05/31/2020 Meeting Type: Annual Ticker: 6305
Shares Voted: 328,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Okuhara, Kazushige Mgmt For For For
1.2 Elect Director Kikuchi, Maoko Mgmt For For For
1.3 Elect Director Toyama, Haruyuki Mgmt For For For
1.4 Elect Director Hirakawa, Junko Mgmt For For For
1.5 Elect Director Katsurayama, Tetsuo Mgmt For For For
1.6 Elect Director Takahashi, Hideaki Mgmt For For For
1.7 Elect Director Tabuchi, Michifumi Mgmt For For For
1.8 Elect Director Toyoshima, Seishi Mgmt For For For
1.9 Elect Director Hirano, Kotaro Mgmt For For For
1.10 Elect Director Minami, Kuniaki Mgmt For For For
Shares Voted: 349,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Okuhara, Kazushige Mgmt For For For
1.2 Elect Director Kikuchi, Maoko Mgmt For For For
1.3 Elect Director Toyama, Haruyuki Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hitachi Construction Machinery Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Hirakawa, Junko Mgmt For For For
1.5 Elect Director Katsurayama, Tetsuo Mgmt For For For
1.6 Elect Director Takahashi, Hideaki Mgmt For For For
1.7 Elect Director Tabuchi, Michifumi Mgmt For For For
1.8 Elect Director Toyoshima, Seishi Mgmt For For For
1.9 Elect Director Hirano, Kotaro Mgmt For For For
1.10 Elect Director Minami, Kuniaki Mgmt For For For
Topsports International Holdings Limited
Meeting Date: 07/20/2020 Country: Cayman Islands Primary Security ID: G8924B104 Record Date: 07/14/2020 Meeting Type: Annual Ticker: 6110
Shares Voted: 3,071,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve PricewaterhouseCoopers as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
4a1 Elect Yu Wu as Director Mgmt For For For
4a2 Elect Sheng Baijiao as Director Mgmt For For For
4a3 Elect Sheng Fang as Director Mgmt For For For
4a4 Elect Chow Kyan Mervyn as Director Mgmt For For For
4a5 Elect Yung Josephine Yuen Ching as Director Mgmt For For For
4a6 Elect Hu Xiaoling as Director Mgmt For For For
4a7 Elect Lam Yiu Kin as Director Mgmt For Against Against
4a8 Elect Hua Bin as Director Mgmt For For For
4a9 Elect Huang Victor as Director Mgmt For Against Against
4b Authorize Board to Fix Remuneration of Mgmt For For For Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Topsports International Holdings Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
Shares Voted: 7,474,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve PricewaterhouseCoopers as Auditor Mgmt For For For and Authorize Board to Fix Their Remuneration
4a1 Elect Yu Wu as Director Mgmt For For For
4a2 Elect Sheng Baijiao as Director Mgmt For For For
4a3 Elect Sheng Fang as Director Mgmt For For For
4a4 Elect Chow Kyan Mervyn as Director Mgmt For For For
4a5 Elect Yung Josephine Yuen Ching as Director Mgmt For For For
4a6 Elect Hu Xiaoling as Director Mgmt For For For
4a7 Elect Lam Yiu Kin as Director Mgmt For Against Against
4a8 Elect Hua Bin as Director Mgmt For For For
4a9 Elect Huang Victor as Director Mgmt For Against Against
4b Authorize Board to Fix Remuneration of Mgmt For For For Directors
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
ICON plc
Meeting Date: 07/21/2020 Country: Ireland Primary Security ID: G4705A100 Record Date: 05/29/2020 Meeting Type: Annual Ticker: ICLR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ICON plc
Shares Voted: 372,746
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mary Pendergast Mgmt For For For
1.2 Elect Director Hugh Brady Mgmt For For For
1.3 Elect Director Ronan Murphy Mgmt For For For
1.4 Elect Director Julie O'Neill Mgmt For For For
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
4 Authorize Issue of Equity Mgmt For For For
5 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights
6 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
7 Authorize Share Repurchase Program Mgmt For For For
8 Approve the Price Range for the Reissuance Mgmt For For For of Shares
Shares Voted: 640,379
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mary Pendergast Mgmt For For For
1.2 Elect Director Hugh Brady Mgmt For For For
1.3 Elect Director Ronan Murphy Mgmt For For For
1.4 Elect Director Julie O'Neill Mgmt For For For
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
4 Authorize Issue of Equity Mgmt For For For
5 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights
6 Authorize Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ICON plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Authorize Share Repurchase Program Mgmt For For For
8 Approve the Price Range for the Reissuance Mgmt For For For of Shares
Ulker Biskuvi Sanayi AS
Meeting Date: 07/21/2020 Country: Turkey Primary Security ID: M90358108 Record Date: Meeting Type: Annual Ticker: ULKER
Shares Voted: 100,868
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting and Elect Presiding Council of Mgmt For For For Meeting
2 Authorize Presiding Council to Sign Minutes of Mgmt For For For Meeting
3 Accept Board Report Mgmt For For For
4 Accept Audit Report Mgmt For For For
5 Accept Financial Statements Mgmt For For For
6 Approve Discharge of Board Mgmt For For For
7 Receive Information on Remuneration Policy Mgmt
8 Elect Directors Mgmt For Against Against
9 Approve Allocation of Income Mgmt For For For
10 Amend Company Article 10 Mgmt For Against Against
11 Approve Profit Distribution Policy Mgmt For For For
12 Ratify External Auditors Mgmt For For For
13 Approve Upper Limit of Donations for 2020 Mgmt For Against Against and Receive Information on Donations Made in 2019
14 Receive Information on Guarantees, Pledges Mgmt and Mortgages Provided to Third Parties
15 Grant Permission for Board Members to Mgmt For For For Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose
16 Close Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ulker Biskuvi Sanayi AS
Shares Voted: 44,209
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Open Meeting and Elect Presiding Council of Mgmt For For For Meeting
2 Authorize Presiding Council to Sign Minutes of Mgmt For For For Meeting
3 Accept Board Report Mgmt For For For
4 Accept Audit Report Mgmt For For For
5 Accept Financial Statements Mgmt For For For
6 Approve Discharge of Board Mgmt For For For
7 Receive Information on Remuneration Policy Mgmt
8 Elect Directors Mgmt For Against Against
9 Approve Allocation of Income Mgmt For For For
10 Amend Company Article 10 Mgmt For Against Against
11 Approve Profit Distribution Policy Mgmt For For For
12 Ratify External Auditors Mgmt For For For
13 Approve Upper Limit of Donations for 2020 Mgmt For Against Against and Receive Information on Donations Made in 2019
14 Receive Information on Guarantees, Pledges Mgmt and Mortgages Provided to Third Parties
15 Grant Permission for Board Members to Mgmt For For For Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose
16 Close Meeting Mgmt
Carter Bank & Trust
Meeting Date: 07/22/2020 Country: USA Primary Security ID: 146102108 Record Date: 05/15/2020 Meeting Type: Annual Ticker: CARE Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Carter Bank & Trust
Shares Voted: 8,425
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael R. Bird Mgmt For For For
1.2 Elect Director Robert W. Conner Mgmt For For For
1.3 Elect Director Gregory W. Feldmann Mgmt For For For
1.4 Elect Director Chester A. Gallimore Mgmt For For For
1.5 Elect Director Charles E. Hall Mgmt For For For
1.6 Elect Director James W. Haskins Mgmt For For For
1.7 Elect Director Phyllis Q. Karavatakis Mgmt For For For
1.8 Elect Director Lanny A. Kyle Mgmt For For For
1.9 Elect Director E. Warren Matthews Mgmt For For For
1.10 Elect Director Catharine L. Midkiff Mgmt For For For
1.11 Elect Director Joseph E. Pigg Mgmt For For For
1.12 Elect Director Litz H. Van Dyke Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
4 Authorize New Class of Preferred Stock Mgmt For Against Against
5 Adjourn Meeting Mgmt For Against Against
Shares Voted: 10,133
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael R. Bird Mgmt For For For
1.2 Elect Director Robert W. Conner Mgmt For For For
1.3 Elect Director Gregory W. Feldmann Mgmt For For For
1.4 Elect Director Chester A. Gallimore Mgmt For For For
1.5 Elect Director Charles E. Hall Mgmt For For For
1.6 Elect Director James W. Haskins Mgmt For For For
1.7 Elect Director Phyllis Q. Karavatakis Mgmt For For For
1.8 Elect Director Lanny A. Kyle Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Carter Bank & Trust
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director E. Warren Matthews Mgmt For For For
1.10 Elect Director Catharine L. Midkiff Mgmt For For For
1.11 Elect Director Joseph E. Pigg Mgmt For For For
1.12 Elect Director Litz H. Van Dyke Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Crowe LLP as Auditors Mgmt For For For
4 Authorize New Class of Preferred Stock Mgmt For Against Against
5 Adjourn Meeting Mgmt For Against Against
Petroleo Brasileiro SA
Meeting Date: 07/22/2020 Country: Brazil Primary Security ID: P78331140 Record Date: Meeting Type: Annual Ticker: PETR4
Shares Voted: 706,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Preferred Shareholders Mgmt
1 Elect Rodrigo de Mesquita Pereira as Director SH None Abstain Abstain Appointed by Preferred Shareholder
2 In Case Neither Class of Shares Reaches the Mgmt None For For Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
3 Elect Daniel Alves Ferreira as Fiscal Council SH None For For Member and Michele da Silva Gonsales Torres as Alternate Appointed by Preferred Shareholder
4 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Petroleo Brasileiro SA
Shares Voted: 184,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Preferred Shareholders Mgmt
1 Elect Rodrigo de Mesquita Pereira as Director SH None Abstain For Appointed by Preferred Shareholder
2 In Case Neither Class of Shares Reaches the Mgmt None For For Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
3 Elect Daniel Alves Ferreira as Fiscal Council SH None For For Member and Michele da Silva Gonsales Torres as Alternate Appointed by Preferred Shareholder
4 In the Event of a Second Call, the Voting Mgmt None For For Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
Petroleo Brasileiro SA
Meeting Date: 07/22/2020 Country: Brazil Primary Security ID: P78331140 Record Date: 06/29/2020 Meeting Type: Annual Ticker: PETR4
Shares Voted: 171,263
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for Preferred ADR Holders Mgmt
5.1 Elect Sonia Julia Sulzbeck Villalobos as SH None For For Director Appointed by Preferred Shareholder
5.2 Elect Rodrigo de Mesquita Pereira as Director SH None Abstain Abstain Appointed by Preferred Shareholder
8 Elect Daniel Alves Ferreira as Fiscal Council SH None For For Member and Michele da Silva Gonsales Torres as Alternate Appointed by Preferred Shareholder Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Petroleo Brasileiro SA
Meeting Date: 07/22/2020 Country: Brazil Primary Security ID: P78331140 Record Date: 06/29/2020 Meeting Type: Annual Ticker: PETR4
Shares Voted: 126,514
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Capital Budget Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Fix Number of Directors at 11 Mgmt For For For
5a1 Elect Directors Mgmt For Abstain Abstain
5a2 In Case There is Any Change to the Board Mgmt None Against Against Slate Composition, May Your Votes Still be Counted for the Proposed Slate?
5a3 APPLIES ONLY IF CUMULATIVE VOTING IS Mgmt None Abstain Abstain ADOPTED - Votes Will Be Automatically Distributed in Equal % Amongst The Nominees: Vote FOR to support the nominees under SLATE A. Vote AGAINST to support the nominees under SLATE B. Otherwise, vote ABSTAIN.
5b1 Elect Marcelo Mesquita de Siqueira Filho as SH None For For Director Appointed by Minority Shareholder
6 Elect Eduardo Bacellar Leal Ferreira as Board Mgmt For For For Chairman
7 Fix Number of Fiscal Council Members at Five Mgmt For For For
8a1 Elect Fiscal Council Members Mgmt For Abstain Abstain
8a2 In Case One of the Nominees Leaves the Mgmt None Against Against Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate?
8b Elect Marcelo Gasparino da Silva as Fiscal SH None For For Council Member and Paulo Roberto Evangelista de Lima as Alternate Appointed by Minority Shareholder
9 Approve Remuneration of Company's Mgmt For Against Against Management and Fiscal Council Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Petroleo Brasileiro SA
Shares Voted: 438,445
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal Year Ended Dec. 31, 2019
2 Approve Capital Budget Mgmt For For For
3 Approve Allocation of Income and Dividends Mgmt For For For
4 Fix Number of Directors at 11 Mgmt For For For
5a1 Elect Directors Mgmt For Abstain Abstain
5a2 In Case There is Any Change to the Board Mgmt None Against Against Slate Composition, May Your Votes Still be Counted for the Proposed Slate?
5a3 APPLIES ONLY IF CUMULATIVE VOTING IS Mgmt None Abstain Abstain ADOPTED - Votes Will Be Automatically Distributed in Equal % Amongst The Nominees: Vote FOR to support the nominees under SLATE A. Vote AGAINST to support the nominees under SLATE B. Otherwise, vote ABSTAIN.
5b1 Elect Marcelo Mesquita de Siqueira Filho as SH None For For Director Appointed by Minority Shareholder
6 Elect Eduardo Bacellar Leal Ferreira as Board Mgmt For For For Chairman
7 Fix Number of Fiscal Council Members at Five Mgmt For For For
8a1 Elect Fiscal Council Members Mgmt For Abstain Abstain
8a2 In Case One of the Nominees Leaves the Mgmt None Against Against Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate?
8b Elect Marcelo Gasparino da Silva as Fiscal SH None For For Council Member and Paulo Roberto Evangelista de Lima as Alternate Appointed by Minority Shareholder
9 Approve Remuneration of Company's Mgmt For Against Against Management and Fiscal Council
C&C Group Plc
Meeting Date: 07/23/2020 Country: Ireland Primary Security ID: G1826G107 Record Date: 07/21/2020 Meeting Type: Annual Ticker: CCR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
C&C Group Plc
Shares Voted: 23,198
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2a Re-elect Jill Caseberry as Director Mgmt For For For
2b Re-elect Helen Pitcher as Director Mgmt For For For
2c Re-elect Jim Thompson as Director Mgmt For For For
2d Re-elect Stewart Gilliland as Director Mgmt For For For
2e Re-elect Andrea Pozzi as Director Mgmt For For For
2f Re-elect Jonathan Solesbury as Director Mgmt For For For
2g Re-elect Jim Clerkin as Director Mgmt For For For
2h Re-elect Vincent Crowley as Director Mgmt For For For
2i Re-elect Emer Finnan as Director Mgmt For For For
3 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
4 Approve Remuneration Report Mgmt For For For
5 Authorise Issue of Equity Mgmt For For For
6 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
7 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
8 Authorise Market Purchase of Ordinary Shares Mgmt For For For
9 Determine Price Range for Reissuance of Mgmt For For For Treasury Shares
10 Approve Scrip Dividend Scheme Mgmt For For For
EQT Corporation
Meeting Date: 07/23/2020 Country: USA Primary Security ID: 26884L109 Record Date: 06/29/2020 Meeting Type: Special Ticker: EQT Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
EQT Corporation
Shares Voted: 2,549
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Increase Authorized Common Stock Mgmt For Against Against
2 Adjourn Meeting Mgmt For Against Against
Shares Voted: 3,925
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Increase Authorized Common Stock Mgmt For Against Against
2 Adjourn Meeting Mgmt For Against Against
Marvell Technology Group Ltd.
Meeting Date: 07/23/2020 Country: Bermuda Primary Security ID: G5876H105 Record Date: 05/15/2020 Meeting Type: Annual Ticker: MRVL
Shares Voted: 330,468
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Tudor Brown Mgmt For For For
1B Elect Director Brad Buss Mgmt For For For
1C Elect Director Edward Frank Mgmt For Against Against
1D Elect Director Richard S. Hill Mgmt For For For
1E Elect Director Bethany Mayer Mgmt For For For
1F Elect Director Matthew J. Murphy Mgmt For For For
1G Elect Director Michael Strachan Mgmt For For For
1H Elect Director Robert E. Switz Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Approve Deloitte & Touche LLP as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Marvell Technology Group Ltd.
Shares Voted: 1,197,070
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1A Elect Director Tudor Brown Mgmt For For For
1B Elect Director Brad Buss Mgmt For For For
1C Elect Director Edward Frank Mgmt For Against Against
1D Elect Director Richard S. Hill Mgmt For For For
1E Elect Director Bethany Mayer Mgmt For For For
1F Elect Director Matthew J. Murphy Mgmt For For For
1G Elect Director Michael Strachan Mgmt For For For
1H Elect Director Robert E. Switz Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Approve Deloitte & Touche LLP as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
Major Cineplex Group Public Co. Ltd.
Meeting Date: 07/24/2020 Country: Thailand Primary Security ID: Y54190148 Record Date: 06/19/2020 Meeting Type: Annual Ticker: MAJOR
Shares Voted: 938,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Minutes of Previous Meeting Mgmt For For For
2 Acknowledge Operating Performance Mgmt For For For
3 Approve Financial Statements Mgmt For For For
4 Acknowledge Interim Dividend Payments Mgmt For For For
5.1 Elect Chai Jroongtanapibarn as Director Mgmt For Against Against
5.2 Elect Kraithip Krairiksh as Director Mgmt For Against Against
5.3 Elect Thanakorn Puriwekin as Director Mgmt For For For
5.4 Elect Prasert Bunsumpun as Director Mgmt For Against Against
6 Approve Remuneration of Directors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Major Cineplex Group Public Co. Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve PricewaterhouseCoopers ABAS Ltd. Mgmt For For For as Auditors and Authorize Board to Fix Their Remuneration
8 Other Business Mgmt For Against Against
Shares Voted: 324,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Minutes of Previous Meeting Mgmt For For For
2 Acknowledge Operating Performance Mgmt For For For
3 Approve Financial Statements Mgmt For For For
4 Acknowledge Interim Dividend Payments Mgmt For For For
5.1 Elect Chai Jroongtanapibarn as Director Mgmt For Against Against
5.2 Elect Kraithip Krairiksh as Director Mgmt For Against Against
5.3 Elect Thanakorn Puriwekin as Director Mgmt For For For
5.4 Elect Prasert Bunsumpun as Director Mgmt For Against Against
6 Approve Remuneration of Directors Mgmt For For For
7 Approve PricewaterhouseCoopers ABAS Ltd. Mgmt For For For as Auditors and Authorize Board to Fix Their Remuneration
8 Other Business Mgmt For Against Against
Southern Copper Corporation
Meeting Date: 07/24/2020 Country: USA Primary Security ID: 84265V105 Record Date: 06/02/2020 Meeting Type: Annual Ticker: SCCO
Shares Voted: 2,540
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director German Larrea Mota-Velasco Mgmt For Withhold Withhold
1.2 Elect Director Oscar Gonzalez Rocha Mgmt For Withhold Withhold
1.3 Elect Director Vicente Ariztegui Andreve Mgmt For Withhold Withhold
1.4 Elect Director Alfredo Casar Perez Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Southern Copper Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.5 Elect Director Enrique Castillo Sanchez Mgmt For Withhold Withhold Mejorada
1.6 Elect Director Xavier Garcia de Quevedo Mgmt For Withhold Withhold Topete
1.7 Elect Director Rafael Mac Gregor Anciola Mgmt For Withhold Withhold
1.8 Elect Director Luis Miguel Palomino Bonilla Mgmt For Withhold Withhold
1.9 Elect Director Gilberto Perezalonso Cifuentes Mgmt For Withhold Withhold
1.10 Elect Director Carlos Ruiz Sacristan Mgmt For Withhold Withhold
2 Ratify Galaz,Yamazaki, Ruiz Urquiza S.C. as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Contemporary Amperex Technology Co., Ltd.
Meeting Date: 07/27/2020 Country: China Primary Security ID: Y1R48E105 Record Date: 07/22/2020 Meeting Type: Special Ticker: 300750
Shares Voted: 23,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Signing of Strategic Cooperation Mgmt For For For Agreement
Shares Voted: 10,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Signing of Strategic Cooperation Mgmt For For For Agreement
Linde plc
Meeting Date: 07/27/2020 Country: Ireland Primary Security ID: G5494J103 Record Date: 07/25/2020 Meeting Type: Annual Ticker: LIN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Linde plc
Shares Voted: 163
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Wolfgang H. Reitzle Mgmt For For For
1b Elect Director Stephen F. Angel Mgmt For For For
1c Elect Director Ann-Kristin Achleitner Mgmt For For For
1d Elect Director Clemens A. H. Borsig Mgmt For For For
1e Elect Director Nance K. Dicciani Mgmt For For For
1f Elect Director Thomas Enders Mgmt For For For
1g Elect Director Franz Fehrenbach Mgmt For For For
1h Elect Director Edward G. Galante Mgmt For For For
1i Elect Director Larry D. McVay Mgmt For For For
1j Elect Director Victoria E. Ossadnik Mgmt For For For
1k Elect Director Martin H. Richenhagen Mgmt For For For
1l Elect Director Robert L. Wood Mgmt For For For
2a Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
2b Authorize Board to Fix Remuneration of Mgmt For For For Auditors
3 Determine Price Range for Reissuance of Mgmt For For For Treasury Shares
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 41,499
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Wolfgang H. Reitzle Mgmt For For For
1b Elect Director Stephen F. Angel Mgmt For For For
1c Elect Director Ann-Kristin Achleitner Mgmt For For For
1d Elect Director Clemens A. H. Borsig Mgmt For For For
1e Elect Director Nance K. Dicciani Mgmt For For For
1f Elect Director Thomas Enders Mgmt For For For
1g Elect Director Franz Fehrenbach Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Linde plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Edward G. Galante Mgmt For For For
1i Elect Director Larry D. McVay Mgmt For For For
1j Elect Director Victoria E. Ossadnik Mgmt For For For
1k Elect Director Martin H. Richenhagen Mgmt For For For
1l Elect Director Robert L. Wood Mgmt For For For
2a Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
2b Authorize Board to Fix Remuneration of Mgmt For For For Auditors
3 Determine Price Range for Reissuance of Mgmt For For For Treasury Shares
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Intrepid Potash, Inc.
Meeting Date: 07/28/2020 Country: USA Primary Security ID: 46121Y102 Record Date: 06/22/2020 Meeting Type: Special Ticker: IPI
Shares Voted: 7,288
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Reverse Stock Split Mgmt For For For
2 Reduce Authorized Common Stock to Mgmt For For For 80,000,000 if and only if Proposal 1 is both Approved and Implemented
3 Reduce Authorized Common Stock to Mgmt For For For 40,000,000 if and only if Proposal 1 is both Approved and Implemented
4 Reduce Authorized Common Stock to Mgmt For For For 26,666,667 if and only if Proposal 1 is both Approved and Implemented
Spectrum Brands Holdings, Inc.
Meeting Date: 07/28/2020 Country: USA Primary Security ID: 84790A105 Record Date: 06/03/2020 Meeting Type: Annual Ticker: SPB Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Spectrum Brands Holdings, Inc.
Shares Voted: 369,190
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kenneth C. Ambrecht Mgmt For For For
1b Elect Director Hugh R. Rovit Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For Against Against
Shares Voted: 42,850
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kenneth C. Ambrecht Mgmt For For For
1b Elect Director Hugh R. Rovit Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For Against Against
Tech Mahindra Limited
Meeting Date: 07/28/2020 Country: India Primary Security ID: Y85491127 Record Date: 07/21/2020 Meeting Type: Annual Ticker: 532755
Shares Voted: 95,650
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
3 Confirm Interim Dividend and Declare Final Mgmt For For For Dividend
4 Reelect C. P. Gurnani as Director Mgmt For For For
5 Elect Anish Shah as Director Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tech Mahindra Limited
Shares Voted: 42,101
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
3 Confirm Interim Dividend and Declare Final Mgmt For For For Dividend
4 Reelect C. P. Gurnani as Director Mgmt For For For
5 Elect Anish Shah as Director Mgmt For Against Against
Booz Allen Hamilton Holding Corporation
Meeting Date: 07/29/2020 Country: USA Primary Security ID: 099502106 Record Date: 06/08/2020 Meeting Type: Annual Ticker: BAH
Shares Voted: 79,323
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ralph W. Shrader Mgmt For For For
1b Elect Director Joan Lordi C. Amble Mgmt For For For
1c Elect Director Michele A. Flournoy Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Certificate of Incorporation Mgmt For For For
Shares Voted: 4,036
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Ralph W. Shrader Mgmt For For For
1b Elect Director Joan Lordi C. Amble Mgmt For For For
1c Elect Director Michele A. Flournoy Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Booz Allen Hamilton Holding Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Certificate of Incorporation Mgmt For For For
McKesson Corporation
Meeting Date: 07/29/2020 Country: USA Primary Security ID: 58155Q103 Record Date: 06/01/2020 Meeting Type: Annual Ticker: MCK
Shares Voted: 2,070,767
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Dominic J. Caruso Mgmt For For For
1b Elect Director N. Anthony Coles Mgmt For For For
1c Elect Director M. Christine Jacobs Mgmt For For For
1d Elect Director Donald R. Knauss Mgmt For For For
1e Elect Director Marie L. Knowles Mgmt For For For
1f Elect Director Bradley E. Lerman Mgmt For For For
1g Elect Director Maria Martinez Mgmt For For For
1h Elect Director Edward A. Mueller Mgmt For For For
1i Elect Director Susan R. Salka Mgmt For For For
1j Elect Director Brian S. Tyler Mgmt For For For
1k Elect Director Kenneth E. Washington Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Report on the Statement on the Purpose of a SH Against Against Against Corporation
Shares Voted: 603,540
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
McKesson Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Dominic J. Caruso Mgmt For For For
1b Elect Director N. Anthony Coles Mgmt For For For
1c Elect Director M. Christine Jacobs Mgmt For For For
1d Elect Director Donald R. Knauss Mgmt For For For
1e Elect Director Marie L. Knowles Mgmt For For For
1f Elect Director Bradley E. Lerman Mgmt For For For
1g Elect Director Maria Martinez Mgmt For For For
1h Elect Director Edward A. Mueller Mgmt For For For
1i Elect Director Susan R. Salka Mgmt For For For
1j Elect Director Brian S. Tyler Mgmt For For For
1k Elect Director Kenneth E. Washington Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Provide Right to Act by Written Consent SH Against For For
5 Report on Lobbying Payments and Policy SH Against Refer For
6 Report on the Statement on the Purpose of a SH Against Against Against Corporation
PagSeguro Digital Ltd.
Meeting Date: 07/29/2020 Country: Cayman Islands Primary Security ID: G68707101 Record Date: 06/19/2020 Meeting Type: Annual Ticker: PAGS
Shares Voted: 13,155
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Consolidated Financial Statements and Mgmt For For For Statutory Reports
2.1 Elect Director Luis Frias Mgmt For Withhold Withhold
2.2 Elect Director Maria Judith de Brito Mgmt For Withhold Withhold
2.3 Elect Director Eduardo Alcaro Mgmt For Withhold Withhold
2.4 Elect Director Noemia Mayumi Fukugauti Mgmt For For For Gushiken Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PagSeguro Digital Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.5 Elect Director Cleveland Prates Teixeira Mgmt For For For
2.6 Elect Director Marcia Nogueira de Mello Mgmt For For For
2.7 Elect Director Ricardo Dutra da Silva Mgmt For Withhold Withhold
3 Amend Restricted Stock Plan Mgmt For For For
4 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Token Corp.
Meeting Date: 07/29/2020 Country: Japan Primary Security ID: J8612T109 Record Date: 04/30/2020 Meeting Type: Annual Ticker: 1766
Shares Voted: 66,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For For Dividend of JPY 220
2.1 Appoint Statutory Auditor Hotta, Eiichiro Mgmt For For For
2.2 Appoint Statutory Auditor Mitsuya, Masahiro Mgmt For For For
2.3 Appoint Statutory Auditor Kitamura, Akemi Mgmt For For For
3 Approve Director Retirement Bonus Mgmt For Against Against
EnerSys
Meeting Date: 07/30/2020 Country: USA Primary Security ID: 29275Y102 Record Date: 06/08/2020 Meeting Type: Annual Ticker: ENS
Shares Voted: 1,188,043
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Caroline Chan Mgmt For For For
1.2 Elect Director Steven M. Fludder Mgmt For For For
1.3 Elect Director Paul J. Tufano Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
EnerSys
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 681,586
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Caroline Chan Mgmt For For For
1.2 Elect Director Steven M. Fludder Mgmt For For For
1.3 Elect Director Paul J. Tufano Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Hitachi Ltd.
Meeting Date: 07/30/2020 Country: Japan Primary Security ID: J20454112 Record Date: 05/28/2020 Meeting Type: Annual Ticker: 6501
Shares Voted: 965,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For For
1.2 Elect Director Ravi Venkatesan Mgmt For For For
1.3 Elect Director Cynthia Carroll Mgmt For For For
1.4 Elect Director Joe Harlan Mgmt For For For
1.5 Elect Director George Buckley Mgmt For For For
1.6 Elect Director Louise Pentland Mgmt For For For
1.7 Elect Director Mochizuki, Harufumi Mgmt For For For
1.8 Elect Director Yamamoto, Takatoshi Mgmt For For For
1.9 Elect Director Yoshihara, Hiroaki Mgmt For For For
1.10 Elect Director Helmuth Ludwig Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hitachi Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.11 Elect Director Seki, Hideaki Mgmt For For For
1.12 Elect Director Nakanishi, Hiroaki Mgmt For For For
1.13 Elect Director Higashihara, Toshiaki Mgmt For For For
Shares Voted: 1,301,300
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For For
1.2 Elect Director Ravi Venkatesan Mgmt For For For
1.3 Elect Director Cynthia Carroll Mgmt For For For
1.4 Elect Director Joe Harlan Mgmt For For For
1.5 Elect Director George Buckley Mgmt For For For
1.6 Elect Director Louise Pentland Mgmt For For For
1.7 Elect Director Mochizuki, Harufumi Mgmt For For For
1.8 Elect Director Yamamoto, Takatoshi Mgmt For For For
1.9 Elect Director Yoshihara, Hiroaki Mgmt For For For
1.10 Elect Director Helmuth Ludwig Mgmt For For For
1.11 Elect Director Seki, Hideaki Mgmt For For For
1.12 Elect Director Nakanishi, Hiroaki Mgmt For For For
1.13 Elect Director Higashihara, Toshiaki Mgmt For For For
Jazz Pharmaceuticals plc
Meeting Date: 07/30/2020 Country: Ireland Primary Security ID: G50871105 Record Date: 06/03/2020 Meeting Type: Annual Ticker: JAZZ
Shares Voted: 340,438
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bruce C. Cozadd Mgmt For For For
1b Elect Director Heather Ann McSharry Mgmt For For For
1c Elect Director Anne O'Riordan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Jazz Pharmaceuticals plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Rick E Winningham Mgmt For For For
2 Approve KPMG, Dublin as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Non-Employee Director Omnibus Mgmt For Against Against Stock Plan
5 Approve Reduction in Capital and Creation of Mgmt For For For Distributable Reserves
Shares Voted: 420,157
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Bruce C. Cozadd Mgmt For For For
1b Elect Director Heather Ann McSharry Mgmt For For For
1c Elect Director Anne O'Riordan Mgmt For For For
1d Elect Director Rick E Winningham Mgmt For For For
2 Approve KPMG, Dublin as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Non-Employee Director Omnibus Mgmt For Against Against Stock Plan
5 Approve Reduction in Capital and Creation of Mgmt For For For Distributable Reserves
PSG Group Ltd.
Meeting Date: 07/30/2020 Country: South Africa Primary Security ID: S5959A107 Record Date: 07/24/2020 Meeting Type: Special Ticker: PSG
Shares Voted: 54,208
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve the PSG Group Unbundling Mgmt For For For
2 Approve Fees for Independent Board Mgmt For For For Members Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PSG Group Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Authorise Ratification of Approved Mgmt For For For Resolutions
Shares Voted: 23,962
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve the PSG Group Unbundling Mgmt For For For
2 Approve Fees for Independent Board Mgmt For For For Members
3 Authorise Ratification of Approved Mgmt For For For Resolutions
PT Bank Central Asia Tbk
Meeting Date: 07/30/2020 Country: Indonesia Primary Security ID: Y7123P138 Record Date: 07/07/2020 Meeting Type: Special Ticker: BBCA
Shares Voted: 294,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition Plan in Connection with Mgmt For Against Against the Acquisition of the Shares in PT Bank Rabobank International Indonesia
2 Amend Articles of Association Mgmt For Against Against
Shares Voted: 130,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition Plan in Connection with Mgmt For Against Against the Acquisition of the Shares in PT Bank Rabobank International Indonesia
2 Amend Articles of Association Mgmt For Against Against
Ralph Lauren Corporation
Meeting Date: 07/30/2020 Country: USA Primary Security ID: 751212101 Record Date: 06/01/2020 Meeting Type: Annual Ticker: RL Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Ralph Lauren Corporation
Shares Voted: 918,310
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Frank A. Bennack, Jr. Mgmt For For For
1.2 Elect Director Michael A. George Mgmt For For For
1.3 Elect Director Hubert Joly Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 173,418
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Frank A. Bennack, Jr. Mgmt For For For
1.2 Elect Director Michael A. George Mgmt For For For
1.3 Elect Director Hubert Joly Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Bharti Airtel Limited
Meeting Date: 07/31/2020 Country: India Primary Security ID: Y0885K108 Record Date: 06/12/2020 Meeting Type: Court Ticker: 532454
Shares Voted: 320,539
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court-Ordered Meeting for Shareholders Mgmt
1 Approve Composite Scheme of Arrangement Mgmt For For For
Shares Voted: 145,029
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court-Ordered Meeting for Shareholders Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bharti Airtel Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Composite Scheme of Arrangement Mgmt For For For
JD Sports Fashion Plc
Meeting Date: 07/31/2020 Country: United Kingdom Primary Security ID: G5144Y112 Record Date: 07/29/2020 Meeting Type: Annual Ticker: JD
Shares Voted: 15,278
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For Against Against
3 Approve Remuneration Policy Mgmt For Against Against
4 Re-elect Peter Cowgill as Director Mgmt For Against Against
5 Re-elect Neil Greenhalgh as Director Mgmt For For For
6 Re-elect Andrew Leslie as Director Mgmt For Against Against
7 Re-elect Martin Davies as Director Mgmt For For For
8 Re-elect Heather Jackson as Director Mgmt For For For
9 Re-elect Kath Smith as Director Mgmt For For For
10 Re-elect Andrew Rubin as Director Mgmt For For For
11 Reappoint KPMG LLP as Auditors Mgmt For For For
12 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
13 Approve Long Term Incentive Plan 2020 Mgmt For Against Against
14 Authorise EU Political Donations and Mgmt For For For Expenditure
15 Authorise Issue of Equity Mgmt For For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
17 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Qorvo, Inc.
Meeting Date: 08/04/2020 Country: USA Primary Security ID: 74736K101 Record Date: 06/11/2020 Meeting Type: Annual Ticker: QRVO
Shares Voted: 2,471,925
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ralph G. Quinsey Mgmt For For For
1.2 Elect Director Robert A. Bruggeworth Mgmt For For For
1.3 Elect Director Jeffery R. Gardner Mgmt For Withhold Withhold
1.4 Elect Director John R. Harding Mgmt For For For
1.5 Elect Director David H. Y. Ho Mgmt For For For
1.6 Elect Director Roderick D. Nelson Mgmt For Withhold Withhold
1.7 Elect Director Walden C. Rhines Mgmt For Withhold Withhold
1.8 Elect Director Susan L. Spradley Mgmt For Withhold For
1.9 Elect Director Walter H. Wilkinson, Jr. Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 1,592,086
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ralph G. Quinsey Mgmt For For For
1.2 Elect Director Robert A. Bruggeworth Mgmt For For For
1.3 Elect Director Jeffery R. Gardner Mgmt For Withhold Withhold
1.4 Elect Director John R. Harding Mgmt For For For
1.5 Elect Director David H. Y. Ho Mgmt For For For
1.6 Elect Director Roderick D. Nelson Mgmt For Withhold Withhold
1.7 Elect Director Walden C. Rhines Mgmt For Withhold Withhold
1.8 Elect Director Susan L. Spradley Mgmt For Withhold For
1.9 Elect Director Walter H. Wilkinson, Jr. Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Universal Corporation
Meeting Date: 08/04/2020 Country: USA Primary Security ID: 913456109 Record Date: 06/09/2020 Meeting Type: Annual Ticker: UVV
Shares Voted: 527,499
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director George C. Freeman, III Mgmt For For For
1.2 Elect Director Lennart R. Freeman Mgmt For For For
1.3 Elect Director Jacqueline T. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 76,050
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director George C. Freeman, III Mgmt For For For
1.2 Elect Director Lennart R. Freeman Mgmt For For For
1.3 Elect Director Jacqueline T. Williams Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Eagle Materials Inc.
Meeting Date: 08/05/2020 Country: USA Primary Security ID: 26969P108 Record Date: 06/08/2020 Meeting Type: Annual Ticker: EXP
Shares Voted: 178,387
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Margot L. Carter Mgmt For For For
1b Elect Director Michael R. Nicolais Mgmt For For For
1c Elect Director Mary P. Ricciardello Mgmt For For For
1d Elect Director Richard R. Stewart Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Eagle Materials Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 763,282
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Margot L. Carter Mgmt For For For
1b Elect Director Michael R. Nicolais Mgmt For For For
1c Elect Director Mary P. Ricciardello Mgmt For For For
1d Elect Director Richard R. Stewart Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Perspecta Inc.
Meeting Date: 08/05/2020 Country: USA Primary Security ID: 715347100 Record Date: 06/08/2020 Meeting Type: Annual Ticker: PRSP
Shares Voted: 34
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sanju K. Bansal Mgmt For For For
1b Elect Director Sondra L. Barbour Mgmt For For For
1c Elect Director John M. Curtis Mgmt For For For
1d Elect Director Lisa S. Disbrow Mgmt For For For
1e Elect Director Glenn A. Eisenberg Mgmt For For For
1f Elect Director Pamela O. Kimmet Mgmt For For For
1g Elect Director Ramzi M. Musallam Mgmt For For For
1h Elect Director Philip O. Nolan Mgmt For For For
1i Elect Director Betty J. Sapp Mgmt For For For
1j Elect Director Michael E. Ventling Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Perspecta Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Ratify Deloitte & Touche as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
Electronic Arts Inc.
Meeting Date: 08/06/2020 Country: USA Primary Security ID: 285512109 Record Date: 06/12/2020 Meeting Type: Annual Ticker: EA
Shares Voted: 250,286
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Leonard S. Coleman Mgmt For For For
1b Elect Director Jay C. Hoag Mgmt For Against Against
1c Elect Director Jeffrey T. Huber Mgmt For For For
1d Elect Director Lawrence F. Probst, III Mgmt For For For
1e Elect Director Talbott Roche Mgmt For For For
1f Elect Director Richard A. Simonson Mgmt For For For
1g Elect Director Luis A. Ubinas Mgmt For For For
1h Elect Director Heidi J. Ueberroth Mgmt For For For
1i Elect Director Andrew Wilson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Shares Voted: 535,073
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Leonard S. Coleman Mgmt For For For
1b Elect Director Jay C. Hoag Mgmt For Against Against
1c Elect Director Jeffrey T. Huber Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Electronic Arts Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1d Elect Director Lawrence F. Probst, III Mgmt For For For
1e Elect Director Talbott Roche Mgmt For For For
1f Elect Director Richard A. Simonson Mgmt For For For
1g Elect Director Luis A. Ubinas Mgmt For For For
1h Elect Director Heidi J. Ueberroth Mgmt For For For
1i Elect Director Andrew Wilson Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
4 Provide Right to Act by Written Consent SH Against For For
Flex Ltd.
Meeting Date: 08/07/2020 Country: Singapore Primary Security ID: Y2573F102 Record Date: 06/08/2020 Meeting Type: Annual Ticker: FLEX
Shares Voted: 3,909,378
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Revathi Advaithi Mgmt For For For
1b Elect Director Michael D. Capellas Mgmt For For For
1c Elect Director Jennifer Li Mgmt For For For
1d Elect Director Marc A. Onetto Mgmt For For For
1e Elect Director Erin L. McSweeney Mgmt For For For
1f Elect Director Willy C. Shih Mgmt For For For
1g Elect Director Charles K. Stevens, III Mgmt For For For
1h Elect Director Lay Koon Tan Mgmt For For For
1i Elect Director William D. Watkins Mgmt For For For
1j Elect Director Lawrence A. Zimmerman Mgmt For For For
2 Approve Deloitte & Touche LLP as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Flex Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Amend Omnibus Stock Plan Mgmt For For For
5 Approve Issuance of Shares without Mgmt For Against Against Preemptive Rights
6 Authorize Share Repurchase Program Mgmt For For For
Shares Voted: 6,122,058
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Revathi Advaithi Mgmt For For For
1b Elect Director Michael D. Capellas Mgmt For For For
1c Elect Director Jennifer Li Mgmt For For For
1d Elect Director Marc A. Onetto Mgmt For For For
1e Elect Director Erin L. McSweeney Mgmt For For For
1f Elect Director Willy C. Shih Mgmt For For For
1g Elect Director Charles K. Stevens, III Mgmt For For For
1h Elect Director Lay Koon Tan Mgmt For For For
1i Elect Director William D. Watkins Mgmt For For For
1j Elect Director Lawrence A. Zimmerman Mgmt For For For
2 Approve Deloitte & Touche LLP as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
5 Approve Issuance of Shares without Mgmt For Against Against Preemptive Rights
6 Authorize Share Repurchase Program Mgmt For For For
Lomon Billions Group Co., Ltd.
Meeting Date: 08/07/2020 Country: China Primary Security ID: Y3122W109 Record Date: 07/30/2020 Meeting Type: Special Ticker: 002601 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lomon Billions Group Co., Ltd.
Shares Voted: 209,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Guarantee for Subsidiary Mgmt For For For
2 Approve Signing of Financial Network Service Mgmt For For For Agreement
3 Approve Provision of Guarantee for Associate Mgmt For For For Company
Shares Voted: 91,780
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Guarantee for Subsidiary Mgmt For For For
2 Approve Signing of Financial Network Service Mgmt For For For Agreement
3 Approve Provision of Guarantee for Associate Mgmt For For For Company
Graham Corporation
Meeting Date: 08/11/2020 Country: USA Primary Security ID: 384556106 Record Date: 06/19/2020 Meeting Type: Annual Ticker: GHM
Shares Voted: 32,592
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James J. Barber Mgmt For Withhold Withhold
1.2 Elect Director Gerard T. Mazurkiewicz Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 26,605
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director James J. Barber Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Graham Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Gerard T. Mazurkiewicz Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
DXC Technology Company
Meeting Date: 08/13/2020 Country: USA Primary Security ID: 23355L106 Record Date: 06/15/2020 Meeting Type: Annual Ticker: DXC
Shares Voted: 1,380,702
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mukesh Aghi Mgmt For For For
1b Elect Director Amy E. Alving Mgmt For For For
1c Elect Director David A. Barnes Mgmt For For For
1d Elect Director Raul J. Fernandez Mgmt For For For
1e Elect Director David L. Herzog Mgmt For For For
1f Elect Director Mary L. Krakauer Mgmt For For For
1g Elect Director Ian C. Read Mgmt For For For
1h Elect Director Michael J. Salvino Mgmt For For For
1i Elect Director Manoj P. Singh Mgmt For For For
1j Elect Director Robert F. Woods Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against Against
5 Amend Non-Employee Director Restricted Mgmt For For For Stock Plan
Shares Voted: 230,663
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DXC Technology Company
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Mukesh Aghi Mgmt For For For
1b Elect Director Amy E. Alving Mgmt For For For
1c Elect Director David A. Barnes Mgmt For For For
1d Elect Director Raul J. Fernandez Mgmt For For For
1e Elect Director David L. Herzog Mgmt For For For
1f Elect Director Mary L. Krakauer Mgmt For For For
1g Elect Director Ian C. Read Mgmt For For For
1h Elect Director Michael J. Salvino Mgmt For For For
1i Elect Director Manoj P. Singh Mgmt For For For
1j Elect Director Robert F. Woods Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against Against
5 Amend Non-Employee Director Restricted Mgmt For For For Stock Plan
Velocity Financial, Inc.
Meeting Date: 08/13/2020 Country: USA Primary Security ID: 92262D101 Record Date: 06/18/2020 Meeting Type: Special Ticker: VEL
Shares Voted: 19,464
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Common Stock Upon Mgmt For For For Conversion of Series A Convertible Preferred Stock and Exercise of Warrants
2 Adjourn Meeting Mgmt For For For
Shares Voted: 16,056
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Velocity Financial, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Common Stock Upon Mgmt For For For Conversion of Series A Convertible Preferred Stock and Exercise of Warrants
2 Adjourn Meeting Mgmt For For For
Bharti Airtel Limited
Meeting Date: 08/18/2020 Country: India Primary Security ID: Y0885K108 Record Date: 08/11/2020 Meeting Type: Annual Ticker: 532454
Shares Voted: 313,348
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Reelect Gopal Vittal as Director Mgmt For For For
4 Reelect Shishir Priyadarshi as Director Mgmt For For For
5 Approve Remuneration of Cost Auditors Mgmt For For For
Shares Voted: 137,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Reelect Gopal Vittal as Director Mgmt For For For
4 Reelect Shishir Priyadarshi as Director Mgmt For For For
5 Approve Remuneration of Cost Auditors Mgmt For For For
U.S. Physical Therapy, Inc.
Meeting Date: 08/18/2020 Country: USA Primary Security ID: 90337L108 Record Date: 06/22/2020 Meeting Type: Annual Ticker: USPH Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
U.S. Physical Therapy, Inc.
Shares Voted: 749
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward L. Kuntz Mgmt For Withhold Withhold
1.2 Elect Director Christopher J. Reading Mgmt For For For
1.3 Elect Director Lawrance W. McAfee Mgmt For For For
1.4 Elect Director Mark J. Brookner Mgmt For For For
1.5 Elect Director Harry S. Chapman Mgmt For For For
1.6 Elect Director Bernard A. Harris, Jr. Mgmt For Withhold Withhold
1.7 Elect Director Kathleen A. Gilmartin Mgmt For For For
1.8 Elect Director Regg E. Swanson Mgmt For For For
1.9 Elect Director Clayton K. Trier Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
4 Other Business Mgmt None Against Against
Shares Voted: 299
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward L. Kuntz Mgmt For Withhold Withhold
1.2 Elect Director Christopher J. Reading Mgmt For For For
1.3 Elect Director Lawrance W. McAfee Mgmt For For For
1.4 Elect Director Mark J. Brookner Mgmt For For For
1.5 Elect Director Harry S. Chapman Mgmt For For For
1.6 Elect Director Bernard A. Harris, Jr. Mgmt For Withhold Withhold
1.7 Elect Director Kathleen A. Gilmartin Mgmt For For For
1.8 Elect Director Regg E. Swanson Mgmt For For For
1.9 Elect Director Clayton K. Trier Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditors Mgmt For For For
4 Other Business Mgmt None Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Bandhan Bank Limited
Meeting Date: 08/21/2020 Country: India Primary Security ID: Y0567Q100 Record Date: 08/14/2020 Meeting Type: Annual Ticker: 541153
Shares Voted: 255,430
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Reelect Ranodeb Roy as Director Mgmt For Against Against
3 Elect Narayan Vasudeo Prabhutendulkar as Mgmt For For For Director
4 Elect Vijay Nautamlal Bhatt as Director Mgmt For For For
5 Amend Articles of Association Mgmt For For For
6 Approve Increase in Borrowing Limits Mgmt For For For
Shares Voted: 109,288
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Reelect Ranodeb Roy as Director Mgmt For Against Against
3 Elect Narayan Vasudeo Prabhutendulkar as Mgmt For For For Director
4 Elect Vijay Nautamlal Bhatt as Director Mgmt For For For
5 Amend Articles of Association Mgmt For For For
6 Approve Increase in Borrowing Limits Mgmt For For For
Naspers Ltd.
Meeting Date: 08/21/2020 Country: South Africa Primary Security ID: S53435103 Record Date: 08/14/2020 Meeting Type: Annual Ticker: NPN
Shares Voted: 3,043
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Naspers Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 31 March 2020
2 Approve Dividends for N Ordinary and A Mgmt For For For Ordinary Shares
3 Reappoint PricewaterhouseCoopers Inc as Mgmt For For For Auditors of the Company with V Myburgh as the Individual Registered Auditor
4.1 Elect Manisha Girotra as Director Mgmt For For For
4.2 Elect Ying Xu as Director Mgmt For For For
5.1 Re-elect Don Eriksson as Director Mgmt For For For
5.2 Re-elect Mark Sorour as Director Mgmt For For For
5.3 Re-elect Emilie Choi as Director Mgmt For For For
5.4 Re-elect Rachel Jafta as Director Mgmt For For For
6.1 Re-elect Don Eriksson as Member of the Audit Mgmt For For For Committee
6.2 Re-elect Rachel Jafta as Member of the Audit Mgmt For For For Committee
6.3 Elect Manisha Girotra as Member of the Audit Mgmt For For For Committee
6.4 Elect Steve Pacak as Member of the Audit Mgmt For For For Committee
7 Approve Remuneration Policy Mgmt For Against Against
8 Approve Implementation of the Remuneration Mgmt For Against Against Policy
9 Approve Amendments to the Trust Deed Mgmt For For For constituting the Naspers Restricted Stock Plan Trust and the Share Scheme envisaged by such Trust Deed
10 Approve Amendments to the Trust Deed Mgmt For For For constituting the MIH Services FZ LLC Share Trust and the Share Scheme envisaged by such Trust Deed
11 Approve Amendments to the Trust Deed Mgmt For For For constituting the MIH Holdings Share Trust and the Share Scheme envisaged by such Trust Deed
12 Approve Amendments to the Trust Deed Mgmt For For For constituting the Naspers Share Incentive Trust and the Share Scheme envisaged by such Trust Deed
13 Place Authorised but Unissued Shares under Mgmt For Against Against Control of Directors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Naspers Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
14 Authorise Board to Issue Shares for Cash Mgmt For Against Against
15 Authorise Ratification of Approved Mgmt For For For Resolutions
Special Resolutions Mgmt
1.1 Approve Fees of the Board Chairman Mgmt For For For
1.2 Approve Fees of the Board Member Mgmt For For For
1.3 Approve Fees of the Audit Committee Mgmt For For For Chairman
1.4 Approve Fees of the Audit Committee Mgmt For For For Member
1.5 Approve Fees of the Risk Committee Mgmt For For For Chairman
1.6 Approve Fees of the Risk Committee Member Mgmt For For For
1.7 Approve Fees of the Human Resources and Mgmt For For For Remuneration Committee Chairman
1.8 Approve Fees of the Human Resources and Mgmt For For For Remuneration Committee Member
1.9 Approve Fees of the Nomination Committee Mgmt For For For Chairman
1.10 Approve Fees of the Nomination Committee Mgmt For For For Member
1.11 Approve Fees of the Social, Ethics and Mgmt For For For Sustainability Committee Chairman
1.12 Approve Fees of the Social, Ethics and Mgmt For For For Sustainability Committee Member
1.13 Approve Fees of the Trustees of Group Share Mgmt For For For Schemes/Other Personnel Funds
2 Approve Financial Assistance in Terms of Mgmt For For For Section 44 of the Companies Act
3 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
4 Authorise Repurchase of N Ordinary Shares Mgmt For For For
5 Authorise Specific Repurchase of N Ordinary Mgmt For Against Against Shares from Holders of N Ordinary Shares
6 Authorise Repurchase of A Ordinary Shares Mgmt For Against Against
Shares Voted: 1,354
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Naspers Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 31 March 2020
2 Approve Dividends for N Ordinary and A Mgmt For For For Ordinary Shares
3 Reappoint PricewaterhouseCoopers Inc as Mgmt For For For Auditors of the Company with V Myburgh as the Individual Registered Auditor
4.1 Elect Manisha Girotra as Director Mgmt For For For
4.2 Elect Ying Xu as Director Mgmt For For For
5.1 Re-elect Don Eriksson as Director Mgmt For For For
5.2 Re-elect Mark Sorour as Director Mgmt For For For
5.3 Re-elect Emilie Choi as Director Mgmt For For For
5.4 Re-elect Rachel Jafta as Director Mgmt For For For
6.1 Re-elect Don Eriksson as Member of the Audit Mgmt For For For Committee
6.2 Re-elect Rachel Jafta as Member of the Audit Mgmt For For For Committee
6.3 Elect Manisha Girotra as Member of the Audit Mgmt For For For Committee
6.4 Elect Steve Pacak as Member of the Audit Mgmt For For For Committee
7 Approve Remuneration Policy Mgmt For Against Against
8 Approve Implementation of the Remuneration Mgmt For Against Against Policy
9 Approve Amendments to the Trust Deed Mgmt For For For constituting the Naspers Restricted Stock Plan Trust and the Share Scheme envisaged by such Trust Deed
10 Approve Amendments to the Trust Deed Mgmt For For For constituting the MIH Services FZ LLC Share Trust and the Share Scheme envisaged by such Trust Deed
11 Approve Amendments to the Trust Deed Mgmt For For For constituting the MIH Holdings Share Trust and the Share Scheme envisaged by such Trust Deed
12 Approve Amendments to the Trust Deed Mgmt For For For constituting the Naspers Share Incentive Trust and the Share Scheme envisaged by such Trust Deed Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Naspers Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
13 Place Authorised but Unissued Shares under Mgmt For Against Against Control of Directors
14 Authorise Board to Issue Shares for Cash Mgmt For Against Against
15 Authorise Ratification of Approved Mgmt For For For Resolutions
Special Resolutions Mgmt
1.1 Approve Fees of the Board Chairman Mgmt For For For
1.2 Approve Fees of the Board Member Mgmt For For For
1.3 Approve Fees of the Audit Committee Mgmt For For For Chairman
1.4 Approve Fees of the Audit Committee Mgmt For For For Member
1.5 Approve Fees of the Risk Committee Mgmt For For For Chairman
1.6 Approve Fees of the Risk Committee Member Mgmt For For For
1.7 Approve Fees of the Human Resources and Mgmt For For For Remuneration Committee Chairman
1.8 Approve Fees of the Human Resources and Mgmt For For For Remuneration Committee Member
1.9 Approve Fees of the Nomination Committee Mgmt For For For Chairman
1.10 Approve Fees of the Nomination Committee Mgmt For For For Member
1.11 Approve Fees of the Social, Ethics and Mgmt For For For Sustainability Committee Chairman
1.12 Approve Fees of the Social, Ethics and Mgmt For For For Sustainability Committee Member
1.13 Approve Fees of the Trustees of Group Share Mgmt For For For Schemes/Other Personnel Funds
2 Approve Financial Assistance in Terms of Mgmt For For For Section 44 of the Companies Act
3 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
4 Authorise Repurchase of N Ordinary Shares Mgmt For For For
5 Authorise Specific Repurchase of N Ordinary Mgmt For Against Against Shares from Holders of N Ordinary Shares
6 Authorise Repurchase of A Ordinary Shares Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Global Indemnity Limited
Meeting Date: 08/25/2020 Country: Cayman Islands Primary Security ID: G3933F105 Record Date: 07/21/2020 Meeting Type: Special Ticker: GBLI
Shares Voted: 1,768
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve EGM Scheme of Arrangement Mgmt For For For Proposal
2 Approve GI Bermuda Transaction Proposal Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Global Indemnity Limited
Meeting Date: 08/25/2020 Country: Cayman Islands Primary Security ID: G3933F105 Record Date: 07/21/2020 Meeting Type: Court Ticker: GBLI
Shares Voted: 1,768
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve EGM Scheme of Arrangement Mgmt For For For Proposal
PT Indah Kiat Pulp & Paper Tbk
Meeting Date: 08/25/2020 Country: Indonesia Primary Security ID: Y71278116 Record Date: 07/30/2020 Meeting Type: Annual Ticker: INKP
Shares Voted: 185,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements, Statutory Mgmt For For For Reports, and Discharge of Directors and Commissioners
2 Approve Allocation of Income Mgmt For For For
3 Approve Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration
4 Approve Remuneration of Directors and Mgmt For For For Commissioners
5 Approve Changes in Boards of Company Mgmt For Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PT Indah Kiat Pulp & Paper Tbk
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
6 Accept Report on the Use of Proceeds Mgmt For For For
Shares Voted: 81,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements, Statutory Mgmt For For For Reports, and Discharge of Directors and Commissioners
2 Approve Allocation of Income Mgmt For For For
3 Approve Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration
4 Approve Remuneration of Directors and Mgmt For For For Commissioners
5 Approve Changes in Boards of Company Mgmt For Against Against
6 Accept Report on the Use of Proceeds Mgmt For For For
PT Indah Kiat Pulp & Paper Tbk
Meeting Date: 08/25/2020 Country: Indonesia Primary Security ID: Y71278116 Record Date: 07/30/2020 Meeting Type: Special Ticker: INKP
Shares Voted: 185,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association Mgmt For Against Against
Shares Voted: 81,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association Mgmt For Against Against
Aon Plc
Meeting Date: 08/26/2020 Country: Ireland Primary Security ID: G0403H108 Record Date: 06/30/2020 Meeting Type: Special Ticker: AON Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Aon Plc
Shares Voted: 250,255
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve the Issuance of the Aggregate Mgmt For For For Scheme Consideration
2 Adjourn Meeting Mgmt For For For
Shares Voted: 593,148
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve the Issuance of the Aggregate Mgmt For For For Scheme Consideration
2 Adjourn Meeting Mgmt For For For
Willis Towers Watson Public Limited Company
Meeting Date: 08/26/2020 Country: Ireland Primary Security ID: G96629103 Record Date: 06/30/2020 Meeting Type: Court Ticker: WLTW
Shares Voted: 58,016
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court Meeting Mgmt
1 Approve Scheme of Arrangement Mgmt For For For
Shares Voted: 196,345
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court Meeting Mgmt
1 Approve Scheme of Arrangement Mgmt For For For
Willis Towers Watson Public Limited Company
Meeting Date: 08/26/2020 Country: Ireland Primary Security ID: G96629103 Record Date: 06/30/2020 Meeting Type: Special Ticker: WLTW Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Willis Towers Watson Public Limited Company
Shares Voted: 58,016
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement Mgmt For For For
2 Amend Articles Mgmt For For For
3 Advisory Vote on Golden Parachutes Mgmt For For For
4 Adjourn Meeting Mgmt For For For
Shares Voted: 196,345
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement Mgmt For For For
2 Amend Articles Mgmt For For For
3 Advisory Vote on Golden Parachutes Mgmt For For For
4 Adjourn Meeting Mgmt For For For e.l.f. Beauty, Inc.
Meeting Date: 08/27/2020 Country: USA Primary Security ID: 26856L103 Record Date: 07/06/2020 Meeting Type: Annual Ticker: ELF
Shares Voted: 27,129
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kirk L. Perry Mgmt For Withhold Withhold
1.2 Elect Director Sabrina L. Simmons Mgmt For Withhold Withhold
1.3 Elect Director Maureen C. Watson Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts e.l.f. Beauty, Inc.
Shares Voted: 13,942
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kirk L. Perry Mgmt For Refer Withhold
1.2 Elect Director Sabrina L. Simmons Mgmt For Refer Withhold
1.3 Elect Director Maureen C. Watson Mgmt For Refer Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Refer Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year Refer One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For Refer For
Fresenius Medical Care AG & Co. KGaA
Meeting Date: 08/27/2020 Country: Germany Primary Security ID: D2734Z107 Record Date: 07/20/2020 Meeting Type: Annual Ticker: FME
Shares Voted: 28,522
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal 2019
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.20 per Share
3 Approve Discharge of Personally Liable Mgmt For For For Partner for Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify PricewaterhouseCoopers GmbH as Mgmt For For For Auditors for Fiscal 2020
6 Approve Remuneration Policy for the Mgmt For For For Management Board
7 Approve Remuneration Policy for the Mgmt For For For Supervisory Board
8 Approve Creation of Two Pools of Capital with Mgmt For For For Partial Exclusion of Preemptive Rights
9 Amend Articles Re: Proof of Entitlement Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fresenius Medical Care AG & Co. KGaA
Shares Voted: 4,890
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for Fiscal 2019
2 Approve Allocation of Income and Dividends Mgmt For For For of EUR 1.20 per Share
3 Approve Discharge of Personally Liable Mgmt For For For Partner for Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For For Fiscal 2019
5 Ratify PricewaterhouseCoopers GmbH as Mgmt For For For Auditors for Fiscal 2020
6 Approve Remuneration Policy for the Mgmt For For For Management Board
7 Approve Remuneration Policy for the Mgmt For For For Supervisory Board
8 Approve Creation of Two Pools of Capital with Mgmt For For For Partial Exclusion of Preemptive Rights
9 Amend Articles Re: Proof of Entitlement Mgmt For For For
PT Gudang Garam Tbk
Meeting Date: 08/28/2020 Country: Indonesia Primary Security ID: Y7121F165 Record Date: 07/28/2020 Meeting Type: Annual Ticker: GGRM
Shares Voted: 142,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Annual Report Mgmt For For For
2 Accept Financial Statements Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Changes in Board of Company Mgmt For Against Against
5 Approve Delegation of Duties of Directors Mgmt For For For
6 Approve Remuneration of Directors Mgmt For For For
7 Approve Remuneration of Commissioners Mgmt For For For
8 Approve Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
PT Gudang Garam Tbk
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
9 Amend Article 3 of the Articles of Association Mgmt For Against Against in Relation with Business Activity
Shares Voted: 62,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Annual Report Mgmt For For For
2 Accept Financial Statements Mgmt For For For
3 Approve Allocation of Income Mgmt For For For
4 Approve Changes in Board of Company Mgmt For Against Against
5 Approve Delegation of Duties of Directors Mgmt For For For
6 Approve Remuneration of Directors Mgmt For For For
7 Approve Remuneration of Commissioners Mgmt For For For
8 Approve Auditors Mgmt For For For
9 Amend Article 3 of the Articles of Association Mgmt For Against Against in Relation with Business Activity
BJ's Restaurants, Inc.
Meeting Date: 09/02/2020 Country: USA Primary Security ID: 09180C106 Record Date: 07/09/2020 Meeting Type: Annual Ticker: BJRI
Shares Voted: 2,051
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peter 'Pete' A. Bassi Mgmt For For For
1.2 Elect Director Larry D. Bouts Mgmt For For For
1.3 Elect Director James 'Jim' A. Dal Pozzo Mgmt For For For
1.4 Elect Director Gerald 'Jerry' W. Deitchle Mgmt For For For
1.5 Elect Director Noah A. Elbogen Mgmt For For For
1.6 Elect Director Lea Anne S. Ottinger Mgmt For For For
1.7 Elect Director Keith E. Pascal Mgmt For Withhold Withhold
1.8 Elect Director Janet M. Sherlock Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BJ's Restaurants, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director Gregory A. Trojan Mgmt For For For
1.10 Elect Director Patrick D. Walsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Shares Voted: 3,159
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Peter 'Pete' A. Bassi Mgmt For For For
1.2 Elect Director Larry D. Bouts Mgmt For For For
1.3 Elect Director James 'Jim' A. Dal Pozzo Mgmt For For For
1.4 Elect Director Gerald 'Jerry' W. Deitchle Mgmt For For For
1.5 Elect Director Noah A. Elbogen Mgmt For For For
1.6 Elect Director Lea Anne S. Ottinger Mgmt For For For
1.7 Elect Director Keith E. Pascal Mgmt For Withhold Withhold
1.8 Elect Director Janet M. Sherlock Mgmt For For For
1.9 Elect Director Gregory A. Trojan Mgmt For For For
1.10 Elect Director Patrick D. Walsh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditor Mgmt For For For
Change Healthcare, Inc.
Meeting Date: 09/02/2020 Country: USA Primary Security ID: 15912K100 Record Date: 07/07/2020 Meeting Type: Annual Ticker: CHNG
Shares Voted: 6,658,757
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Neil E. de Crescenzo Mgmt For For For
1b Elect Director Howard L. Lance Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Change Healthcare, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1c Elect Director Nella Domenici Mgmt For For For
1d Elect Director Nicholas L. Kuhar Mgmt For Withhold Withhold
1e Elect Director Diana McKenzie Mgmt For For For
1f Elect Director Bansi Nagji Mgmt For Withhold Withhold
1g Elect Director Philip M. Pead Mgmt For For For
1h Elect Director Phillip W. Roe Mgmt For For For
1i Elect Director Neil P. Simpkins Mgmt For Withhold Withhold
1j Elect Director Robert J. Zollars Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 6,180,512
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Neil E. de Crescenzo Mgmt For For For
1b Elect Director Howard L. Lance Mgmt For For For
1c Elect Director Nella Domenici Mgmt For For For
1d Elect Director Nicholas L. Kuhar Mgmt For Withhold Withhold
1e Elect Director Diana McKenzie Mgmt For For For
1f Elect Director Bansi Nagji Mgmt For Withhold Withhold
1g Elect Director Philip M. Pead Mgmt For For For
1h Elect Director Phillip W. Roe Mgmt For For For
1i Elect Director Neil P. Simpkins Mgmt For Withhold Withhold
1j Elect Director Robert J. Zollars Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Motorcar Parts of America, Inc.
Meeting Date: 09/02/2020 Country: USA Primary Security ID: 620071100 Record Date: 07/13/2020 Meeting Type: Annual Ticker: MPAA
Shares Voted: 3,439
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Selwyn Joffe Mgmt For For For
1b Elect Director Scott J. Adelson Mgmt For For For
1c Elect Director David Bryan Mgmt For Against Against
1d Elect Director Rudolph J. Borneo Mgmt For Against Against
1e Elect Director Joseph Ferguson Mgmt For For For
1f Elect Director Philip Gay Mgmt For Against Against
1g Elect Director Duane Miller Mgmt For Against Against
1h Elect Director Jeffrey Mirvis Mgmt For Against Against
1i Elect Director Barbara L. Whittaker Mgmt For Against For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Against Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
SillaJen, Inc.
Meeting Date: 09/07/2020 Country: South Korea Primary Security ID: Y7T3A9100 Record Date: 07/16/2020 Meeting Type: Special Ticker: 215600
Shares Voted: 3,291
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Incorporation Mgmt For Against Against
2.1 Elect Ju Sang-eun as Inside Director Mgmt For For For
2.2 Elect Hong Seung-gi as Outside Director Mgmt For For For
2.3 Elect Jeong Young-jin as Outside Director Mgmt For For For
2.4 Elect Nam Tae-gyun as Outside Director Mgmt For For For
3.1 Appoint Jeong Sung-mi as Statutory Auditor Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
SillaJen, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
5 Authorize Board to Fix Remuneration of Mgmt For For For Internal Auditor(s)
NortonLifeLock Inc.
Meeting Date: 09/08/2020 Country: USA Primary Security ID: 668771108 Record Date: 07/13/2020 Meeting Type: Annual Ticker: NLOK
Shares Voted: 2
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Sue Barsamian Mgmt For For For
1b Elect Director Eric K. Brandt Mgmt For For For
1c Elect Director Frank E. Dangeard Mgmt For For For
1d Elect Director Nora M. Denzel Mgmt For For For
1e Elect Director Peter A. Feld Mgmt For For For
1f Elect Director Kenneth Y. Hao Mgmt For For For
1g Elect Director David W. Humphrey Mgmt For For For
1h Elect Director Vincent Pilette Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Report on Political Contributions and SH Against Against Against Expenditures
NetScout Systems, Inc.
Meeting Date: 09/10/2020 Country: USA Primary Security ID: 64115T104 Record Date: 07/17/2020 Meeting Type: Annual Ticker: NTCT
Shares Voted: 2,393
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph G. Hadzima, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NetScout Systems, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.2 Elect Director Christopher Perretta Mgmt For For For
1.3 Elect Director Susan L. Spradley Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 123
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Joseph G. Hadzima, Jr. Mgmt For For For
1.2 Elect Director Christopher Perretta Mgmt For For For
1.3 Elect Director Susan L. Spradley Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Royal KPN NV
Meeting Date: 09/10/2020 Country: Netherlands Primary Security ID: N4297B146 Record Date: 08/13/2020 Meeting Type: Special Ticker: KPN
Shares Voted: 1,829,811
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Opportunity to Make Recommendations for Mgmt the Appointment of a Member of the Supervisory Board
3 Elect Alejandro Douglass Plater to Supervisory Mgmt For For For Board
4 Close Meeting Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Royal KPN NV
Shares Voted: 4,757,491
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Open Meeting Mgmt
2 Opportunity to Make Recommendations for Mgmt the Appointment of a Member of the Supervisory Board
3 Elect Alejandro Douglass Plater to Supervisory Mgmt For For For Board
4 Close Meeting Mgmt
Korea Electric Power Corp.
Meeting Date: 09/14/2020 Country: South Korea Primary Security ID: Y48406105 Record Date: 06/15/2020 Meeting Type: Special Ticker: 015760
Shares Voted: 4,710
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Three Inside Directors (Bundled) Mgmt For For For
2 Elect Noh Geum-sun and Jung Yeon-gil as a Mgmt For For For Member of Audit Committee (Bundled)
Open Text Corporation
Meeting Date: 09/14/2020 Country: Canada Primary Security ID: 683715106 Record Date: 08/05/2020 Meeting Type: Annual/Special Ticker: OTEX
Shares Voted: 24,276
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director P. Thomas Jenkins Mgmt For For For
1.2 Elect Director Mark J. Barrenechea Mgmt For For For
1.3 Elect Director Randy Fowlie Mgmt For For For
1.4 Elect Director David Fraser Mgmt For For For
1.5 Elect Director Gail E. Hamilton Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Open Text Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.6 Elect Director Robert (Bob) Hau Mgmt For For For
1.7 Elect Director Stephen J. Sadler Mgmt For For For
1.8 Elect Director Harmit Singh Mgmt For For For
1.9 Elect Director Michael Slaunwhite Mgmt For For For
1.10 Elect Director Katharine B. Stevenson Mgmt For For For
1.11 Elect Director Deborah Weinstein Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
4 Amend Employee Stock Purchase Plan Mgmt For For For
5 Amend Stock Option Plan Mgmt For For For
Shares Voted: 19,398
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director P. Thomas Jenkins Mgmt For For For
1.2 Elect Director Mark J. Barrenechea Mgmt For For For
1.3 Elect Director Randy Fowlie Mgmt For For For
1.4 Elect Director David Fraser Mgmt For For For
1.5 Elect Director Gail E. Hamilton Mgmt For For For
1.6 Elect Director Robert (Bob) Hau Mgmt For For For
1.7 Elect Director Stephen J. Sadler Mgmt For For For
1.8 Elect Director Harmit Singh Mgmt For For For
1.9 Elect Director Michael Slaunwhite Mgmt For For For
1.10 Elect Director Katharine B. Stevenson Mgmt For For For
1.11 Elect Director Deborah Weinstein Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote on Executive Compensation Mgmt For For For Approach
4 Amend Employee Stock Purchase Plan Mgmt For For For
5 Amend Stock Option Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
StealthGas Inc.
Meeting Date: 09/16/2020 Country: Marshall Isl Primary Security ID: Y81669106 Record Date: 07/23/2020 Meeting Type: Annual Ticker: GASS
Shares Voted: 18,450
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Markos Drakos Mgmt For Withhold Withhold
2 Ratify Deloitte Certified Public Accountants Mgmt For For For S.A. as Auditors
Shares Voted: 38,041
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Director Markos Drakos Mgmt For Withhold Withhold
2 Ratify Deloitte Certified Public Accountants Mgmt For For For S.A. as Auditors
Innocean Worldwide, Inc.
Meeting Date: 09/17/2020 Country: South Korea Primary Security ID: Y3862P108 Record Date: 08/18/2020 Meeting Type: Special Ticker: 214320
Shares Voted: 3,862
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Lee Yong-woo as Inside Director Mgmt For For For
Shares Voted: 1,688
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Lee Yong-woo as Inside Director Mgmt For For For
Unilever NV
Meeting Date: 09/21/2020 Country: Netherlands Primary Security ID: N8981F289 Record Date: 08/24/2020 Meeting Type: Special Ticker: UNA Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unilever NV
Shares Voted: 10,435
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles Re: Unification Mgmt For For For
2 Approve Unification Mgmt For For For
3 Approve Discharge of Executive Directors Mgmt For For For
4 Approve Discharge of Non-Executive Directors Mgmt For For For
Shares Voted: 6,991
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles Re: Unification Mgmt For For For
2 Approve Unification Mgmt For For For
3 Approve Discharge of Executive Directors Mgmt For For For
4 Approve Discharge of Non-Executive Directors Mgmt For For For
General Mills, Inc.
Meeting Date: 09/22/2020 Country: USA Primary Security ID: 370334104 Record Date: 07/24/2020 Meeting Type: Annual Ticker: GIS
Shares Voted: 34
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director R. Kerry Clark Mgmt For For For
1b Elect Director David M. Cordani Mgmt For For For
1c Elect Director Roger W. Ferguson, Jr. Mgmt For For For
1d Elect Director Jeffrey L. Harmening Mgmt For For For
1e Elect Director Maria G. Henry Mgmt For For For
1f Elect Director Jo Ann Jenkins Mgmt For For For
1g Elect Director Elizabeth C. Lempres Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
General Mills, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1h Elect Director Diane L. Neal Mgmt For For For
1i Elect Director Steve Odland Mgmt For For For
1j Elect Director Maria A. Sastre Mgmt For For For
1k Elect Director Eric D. Sprunk Mgmt For For For
1l Elect Director Jorge A. Uribe Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Newmark Group, Inc.
Meeting Date: 09/22/2020 Country: USA Primary Security ID: 65158N102 Record Date: 07/27/2020 Meeting Type: Annual Ticker: NMRK
Shares Voted: 201,235
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Howard W. Lutnick Mgmt For Withhold Withhold
1.2 Elect Director Michael Snow Mgmt For Withhold Withhold
1.3 Elect Director Virginia S. Bauer Mgmt For Withhold Withhold
1.4 Elect Director Peter F. Cervinka Mgmt For Withhold Withhold
1.5 Elect Director Kenneth A. McIntyre Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Shares Voted: 160,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Howard W. Lutnick Mgmt For Withhold Withhold
1.2 Elect Director Michael Snow Mgmt For Withhold Withhold
1.3 Elect Director Virginia S. Bauer Mgmt For Withhold Withhold Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Newmark Group, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Peter F. Cervinka Mgmt For Withhold Withhold
1.5 Elect Director Kenneth A. McIntyre Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year One Year
Darden Restaurants, Inc.
Meeting Date: 09/23/2020 Country: USA Primary Security ID: 237194105 Record Date: 07/29/2020 Meeting Type: Annual Ticker: DRI
Shares Voted: 153,129
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Margaret Shan Atkins Mgmt For For For
1.2 Elect Director James P. Fogarty Mgmt For For For
1.3 Elect Director Cynthia T. Jamison Mgmt For For For
1.4 Elect Director Eugene I. Lee, Jr. Mgmt For For For
1.5 Elect Director Nana Mensah Mgmt For For For
1.6 Elect Director William S. Simon Mgmt For For For
1.7 Elect Director Charles M. Sonsteby Mgmt For For For
1.8 Elect Director Timothy J. Wilmott Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 520,079
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Margaret Shan Atkins Mgmt For For For
1.2 Elect Director James P. Fogarty Mgmt For For For
1.3 Elect Director Cynthia T. Jamison Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Darden Restaurants, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Eugene I. Lee, Jr. Mgmt For For For
1.5 Elect Director Nana Mensah Mgmt For For For
1.6 Elect Director William S. Simon Mgmt For For For
1.7 Elect Director Charles M. Sonsteby Mgmt For For For
1.8 Elect Director Timothy J. Wilmott Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify KPMG LLP as Auditors Mgmt For For For
Korn Ferry
Meeting Date: 09/23/2020 Country: USA Primary Security ID: 500643200 Record Date: 07/29/2020 Meeting Type: Annual Ticker: KFY
Shares Voted: 322,466
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Doyle N. Beneby Mgmt For For For
1b Elect Director Gary D. Burnison Mgmt For For For
1c Elect Director Christina A. Gold Mgmt For For For
1d Elect Director Jerry P. Leamon Mgmt For For For
1e Elect Director Angel R. Martinez Mgmt For For For
1f Elect Director Debra J. Perry Mgmt For For For
1g Elect Director Lori J. Robinson Mgmt For For For
1h Elect Director George T. Shaheen Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 61,984
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Doyle N. Beneby Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Korn Ferry
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Gary D. Burnison Mgmt For For For
1c Elect Director Christina A. Gold Mgmt For For For
1d Elect Director Jerry P. Leamon Mgmt For For For
1e Elect Director Angel R. Martinez Mgmt For For For
1f Elect Director Debra J. Perry Mgmt For For For
1g Elect Director Lori J. Robinson Mgmt For For For
1h Elect Director George T. Shaheen Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Grand Korea Leisure Co., Ltd.
Meeting Date: 09/24/2020 Country: South Korea Primary Security ID: Y2847C109 Record Date: 08/25/2020 Meeting Type: Special Ticker: 114090
Shares Voted: 61,753
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Shin Gang-hyeon as Outside Director Mgmt For For For
1.2 Elect Lee Gye-hyeon as Outside Director Mgmt For For For
1.3 Elect Lee Myeong-hwan as Outside Director Mgmt For For For
1.4 Elect Lee Su-beom as Outside Director Mgmt For For For
1.5 Elect Han Hui-gyeong as Outside Director Mgmt For For For
Shares Voted: 27,325
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Shin Gang-hyeon as Outside Director Mgmt For For For
1.2 Elect Lee Gye-hyeon as Outside Director Mgmt For For For
1.3 Elect Lee Myeong-hwan as Outside Director Mgmt For For For
1.4 Elect Lee Su-beom as Outside Director Mgmt For For For
1.5 Elect Han Hui-gyeong as Outside Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Gujarat State Petronet Limited
Meeting Date: 09/24/2020 Country: India Primary Security ID: Y2947F101 Record Date: 09/17/2020 Meeting Type: Annual Ticker: 532702
Shares Voted: 127,513
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Dividend Mgmt For For For
3 Reelect Sanjeev Kumar as Director Mgmt For Against Against
4 Authorize Board to Fix Remuneration of Mgmt For For For Statutory Auditors
5 Elect Anil Mukim as Director Mgmt For For For
6 Elect Pankaj Joshi as Director Mgmt For For For
7 Elect Sunaina Tomar as Director Mgmt For Against Against
8 Reelect Sudhir Kumar Jain as Director Mgmt For For For
9 Reelect Bhadresh Mehta as Director Mgmt For For For
10 Approve Remuneration of Cost Auditors Mgmt For For For
Shares Voted: 56,074
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Dividend Mgmt For For For
3 Reelect Sanjeev Kumar as Director Mgmt For Against Against
4 Authorize Board to Fix Remuneration of Mgmt For For For Statutory Auditors
5 Elect Anil Mukim as Director Mgmt For For For
6 Elect Pankaj Joshi as Director Mgmt For For For
7 Elect Sunaina Tomar as Director Mgmt For Against Against
8 Reelect Sudhir Kumar Jain as Director Mgmt For For For
9 Reelect Bhadresh Mehta as Director Mgmt For For For
10 Approve Remuneration of Cost Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Mahanagar Gas Limited
Meeting Date: 09/24/2020 Country: India Primary Security ID: Y5S732109 Record Date: 09/17/2020 Meeting Type: Annual Ticker: 539957
Shares Voted: 28,703
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Confirm Interim Dividend and Declare Final Mgmt For For For Dividend and Special Dividend
3 Reelect Sanjib Datta as Director Mgmt For For For
4 Approve Remuneration of Cost Auditors Mgmt For For For
5 Approve Material Related Party Transactions Mgmt For For For
6 Elect Syed S. Hussain as Director Mgmt For Against Against
7 Reelect Radhika Vijay Haribhakti as Director Mgmt For Against Against
8 Elect Manoj Jain as Director Mgmt For For For
Shares Voted: 12,622
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Confirm Interim Dividend and Declare Final Mgmt For For For Dividend and Special Dividend
3 Reelect Sanjib Datta as Director Mgmt For For For
4 Approve Remuneration of Cost Auditors Mgmt For For For
5 Approve Material Related Party Transactions Mgmt For For For
6 Elect Syed S. Hussain as Director Mgmt For Against Against
7 Reelect Radhika Vijay Haribhakti as Director Mgmt For Against Against
8 Elect Manoj Jain as Director Mgmt For For For
NetEase, Inc.
Meeting Date: 09/25/2020 Country: Cayman Islands Primary Security ID: G6427A102 Record Date: 08/26/2020 Meeting Type: Annual Ticker: 9999 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NetEase, Inc.
Shares Voted: 209
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1a Elect William Lei Ding as Director Mgmt For For For
1b Elect Alice Yu-Fen Cheng as Director Mgmt For Against Against
1c Elect Denny Ting Bun Lee as Director Mgmt For Against Against
1d Elect Joseph Tze Kay Tong as Director Mgmt For Against Against
1e Elect Lun Feng as Director Mgmt For For For
1f Elect Michael Man Kit Leung as Director Mgmt For Against Against
1g Elect Michael Sui Bau Tong as Director Mgmt For For For
2 Approve Appointment of Mgmt For For For PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors
Shares Voted: 53,584
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1a Elect William Lei Ding as Director Mgmt For For For
1b Elect Alice Yu-Fen Cheng as Director Mgmt For Against For
1c Elect Denny Ting Bun Lee as Director Mgmt For Against Against
1d Elect Joseph Tze Kay Tong as Director Mgmt For Against Against
1e Elect Lun Feng as Director Mgmt For For For
1f Elect Michael Man Kit Leung as Director Mgmt For Against Against
1g Elect Michael Sui Bau Tong as Director Mgmt For For For
2 Approve Appointment of Mgmt For For For PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors
Shares Voted: 16,239
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
NetEase, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect William Lei Ding as Director Mgmt For For For
1b Elect Alice Yu-Fen Cheng as Director Mgmt For Against For
1c Elect Denny Ting Bun Lee as Director Mgmt For Against Against
1d Elect Joseph Tze Kay Tong as Director Mgmt For Against Against
1e Elect Lun Feng as Director Mgmt For For For
1f Elect Michael Man Kit Leung as Director Mgmt For Against Against
1g Elect Michael Sui Bau Tong as Director Mgmt For For For
2 Approve Appointment of Mgmt For For For PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors
Sberbank Russia PJSC
Meeting Date: 09/25/2020 Country: Russia Primary Security ID: X76317100 Record Date: 08/25/2020 Meeting Type: Annual Ticker: SBER
Shares Voted: 85,555
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR/GDR Holders Mgmt
1 Approve Annual Report Mgmt For For For
2 Approve Allocation of Income and Dividends Mgmt For For For of RUB 18.70 per Ordinary Share and RUB 18.70 per Preferred Share
3 Ratify PricewaterhouseCoopers as Auditor Mgmt For For For
Elect 14 Directors by Cumulative Voting Mgmt
4.1 Elect Esko Tapani Aho as Director Mgmt None For For
4.2 Elect Leonid Boguslavskii as Director Mgmt None For For
4.3 Elect Herman Gref as Director Mgmt None Against Against
4.4 Elect Bella Zlatkis as Director Mgmt None Against Against
4.5 Elect Sergei Ignatev as Director Mgmt None Against Against
4.6 Elect Mikhail Kovalchuk as Director Mgmt None Against Against
4.7 Elect Vladimir Kolychev as Director Mgmt None Against Against
4.8 Elect Nikolai Kudriavtsev as Director Mgmt None For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sberbank Russia PJSC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.9 Elect Aleksandr Kuleshov as Director Mgmt None For For
4.10 Elect Gennadii Melikian as Director Mgmt None For For
4.11 Elect Maksim Oreshkin as Director Mgmt None Against Against
4.12 Elect Anton Siluanov as Director Mgmt None Against Against
4.13 Elect Dmitrii Chernyshenko as Director Mgmt None Against Against
4.14 Elect Nadya Wells as Director Mgmt None For For
5 Approve Related-Party Transaction Re: Mgmt For For For Liability Insurance for Directors, Executives, and Company
6 Amend Charter Mgmt For For For
Shares Voted: 35,222
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR/GDR Holders Mgmt
1 Approve Annual Report Mgmt For For For
2 Approve Allocation of Income and Dividends Mgmt For For For of RUB 18.70 per Ordinary Share and RUB 18.70 per Preferred Share
3 Ratify PricewaterhouseCoopers as Auditor Mgmt For For For
Elect 14 Directors by Cumulative Voting Mgmt
4.1 Elect Esko Tapani Aho as Director Mgmt None For For
4.2 Elect Leonid Boguslavskii as Director Mgmt None For For
4.3 Elect Herman Gref as Director Mgmt None Against Against
4.4 Elect Bella Zlatkis as Director Mgmt None Against Against
4.5 Elect Sergei Ignatev as Director Mgmt None Against Against
4.6 Elect Mikhail Kovalchuk as Director Mgmt None Against Against
4.7 Elect Vladimir Kolychev as Director Mgmt None Against Against
4.8 Elect Nikolai Kudriavtsev as Director Mgmt None For For
4.9 Elect Aleksandr Kuleshov as Director Mgmt None For For
4.10 Elect Gennadii Melikian as Director Mgmt None For For
4.11 Elect Maksim Oreshkin as Director Mgmt None Against Against
4.12 Elect Anton Siluanov as Director Mgmt None Against Against Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Sberbank Russia PJSC
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.13 Elect Dmitrii Chernyshenko as Director Mgmt None Against Against
4.14 Elect Nadya Wells as Director Mgmt None For For
5 Approve Related-Party Transaction Re: Mgmt For For For Liability Insurance for Directors, Executives, and Company
6 Amend Charter Mgmt For For For
Indraprastha Gas Limited
Meeting Date: 09/28/2020 Country: India Primary Security ID: Y39881126 Record Date: 09/21/2020 Meeting Type: Annual Ticker: 532514
Shares Voted: 86,760
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Dividend Mgmt For For For
3 Reelect R. P. Natekar as Director Mgmt For Against Against
4 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
5 Elect P. K. Gupta as Director Mgmt For For For
6 Approve Reappointment and Remuneration of Mgmt For For For E. S. Ranganathan as Managing Director on Whole-time Basis
7 Elect Asit Kumar Jana as Director Mgmt For For For
8 Approve Appointment and Remuneration of Mgmt For For For Asit Kumar Jana as Managing Director on Whole-time Basis
9 Elect Manisha Saxena as Director Mgmt For For For
10 Approve Remuneration of Cost Auditors Mgmt For For For
11 Ratify Contract for Purchase of APM Gas for Mgmt For For For NCT of Delhi as a Material Related PartyTransaction
12 Adopt New Memorandum of Association and Mgmt For Against Against Articles of Association Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Indraprastha Gas Limited
Shares Voted: 38,187
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Dividend Mgmt For For For
3 Reelect R. P. Natekar as Director Mgmt For Against Against
4 Authorize Board to Fix Remuneration of Mgmt For For For Auditors
5 Elect P. K. Gupta as Director Mgmt For For For
6 Approve Reappointment and Remuneration of Mgmt For For For E. S. Ranganathan as Managing Director on Whole-time Basis
7 Elect Asit Kumar Jana as Director Mgmt For For For
8 Approve Appointment and Remuneration of Mgmt For For For Asit Kumar Jana as Managing Director on Whole-time Basis
9 Elect Manisha Saxena as Director Mgmt For For For
10 Approve Remuneration of Cost Auditors Mgmt For For For
11 Ratify Contract for Purchase of APM Gas for Mgmt For For For NCT of Delhi as a Material Related PartyTransaction
12 Adopt New Memorandum of Association and Mgmt For Against Against Articles of Association
Muyuan Foods Co., Ltd.
Meeting Date: 09/29/2020 Country: China Primary Security ID: Y6149B107 Record Date: 09/21/2020 Meeting Type: Special Ticker: 002714
Shares Voted: 254,190
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Company's Eligibility for Issuance of Mgmt For For For Convertible Bonds
APPROVE ISSUANCE OF CONVERTIBLE Mgmt BONDS
2.1 Approve Issue Type Mgmt For For For
2.2 Approve Issue Scale Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.3 Approve Par Value and Issue Price Mgmt For For For
2.4 Approve Bond Period Mgmt For For For
2.5 Approve Interest Rate Mgmt For For For
2.6 Approve Repayment Period and Manner Mgmt For For For
2.7 Approve Guarantee Matters Mgmt For For For
2.8 Approve Conversion Period Mgmt For For For
2.9 Approve Determination and Adjustment of Mgmt For For For Conversion Price
2.10 Approve Terms for Downward Adjustment of Mgmt For For For Conversion Price
2.11 Approve Determination of Number of Mgmt For For For Conversion Shares
2.12 Approve Terms of Redemption Mgmt For For For
2.13 Approve Terms of Sell-Back Mgmt For For For
2.14 Approve Dividend Distribution Post Mgmt For For For Conversion
2.15 Approve Issue Manner and Target Parties Mgmt For For For
2.16 Approve Placing Arrangement for Mgmt For For For Shareholders
2.17 Approve Matters Relating to Meetings of Bond Mgmt For For For Holders
2.18 Approve Usage of Raised Funds Mgmt For For For
2.19 Approve Raised Funds Management Mgmt For For For
2.20 Approve Resolution Validity Period Mgmt For For For
3 Approve Plan on Convertible Bond Issuance Mgmt For For For
4 Approve Feasibility Analysis Report on the Mgmt For For For Use of Proceeds
5 Approve Report on the Usage of Previously Mgmt For For For Raised Funds
6 Approve Impact of Dilution of Current Returns Mgmt For For For on Major Financial Indicators and the Relevant Measures to be Taken
7 Approve Principles of Bondholders Meeting Mgmt For For For
8 Approve Shareholder Return Plan Mgmt For For For
9 Approve Special Deposit Account for Raised Mgmt For For For Funds Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10 Approve Authorization of Board to Handle All Mgmt For For For Related Matters
11 Approve Repurchase and Cancellation of Mgmt For For For Performance Shares
12 Approve Amendments to Articles of Mgmt For For For Association
Shares Voted: 111,530
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Company's Eligibility for Issuance of Mgmt For For For Convertible Bonds
APPROVE ISSUANCE OF CONVERTIBLE Mgmt BONDS
2.1 Approve Issue Type Mgmt For For For
2.2 Approve Issue Scale Mgmt For For For
2.3 Approve Par Value and Issue Price Mgmt For For For
2.4 Approve Bond Period Mgmt For For For
2.5 Approve Interest Rate Mgmt For For For
2.6 Approve Repayment Period and Manner Mgmt For For For
2.7 Approve Guarantee Matters Mgmt For For For
2.8 Approve Conversion Period Mgmt For For For
2.9 Approve Determination and Adjustment of Mgmt For For For Conversion Price
2.10 Approve Terms for Downward Adjustment of Mgmt For For For Conversion Price
2.11 Approve Determination of Number of Mgmt For For For Conversion Shares
2.12 Approve Terms of Redemption Mgmt For For For
2.13 Approve Terms of Sell-Back Mgmt For For For
2.14 Approve Dividend Distribution Post Mgmt For For For Conversion
2.15 Approve Issue Manner and Target Parties Mgmt For For For
2.16 Approve Placing Arrangement for Mgmt For For For Shareholders
2.17 Approve Matters Relating to Meetings of Bond Mgmt For For For Holders Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2.18 Approve Usage of Raised Funds Mgmt For For For
2.19 Approve Raised Funds Management Mgmt For For For
2.20 Approve Resolution Validity Period Mgmt For For For
3 Approve Plan on Convertible Bond Issuance Mgmt For For For
4 Approve Feasibility Analysis Report on the Mgmt For For For Use of Proceeds
5 Approve Report on the Usage of Previously Mgmt For For For Raised Funds
6 Approve Impact of Dilution of Current Returns Mgmt For For For on Major Financial Indicators and the Relevant Measures to be Taken
7 Approve Principles of Bondholders Meeting Mgmt For For For
8 Approve Shareholder Return Plan Mgmt For For For
9 Approve Special Deposit Account for Raised Mgmt For For For Funds
10 Approve Authorization of Board to Handle All Mgmt For For For Related Matters
11 Approve Repurchase and Cancellation of Mgmt For For For Performance Shares
12 Approve Amendments to Articles of Mgmt For For For Association
Sociedad Quimica y Minera de Chile SA
Meeting Date: 09/29/2020 Country: Chile Primary Security ID: P8716X108 Record Date: 09/08/2020 Meeting Type: Special Ticker: SQM.B
Shares Voted: 1,146
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Approve Interim Dividends of USD 0.38 per Mgmt For For For Share
Alibaba Group Holding Limited
Meeting Date: 09/30/2020 Country: Cayman Islands Primary Security ID: G01719114 Record Date: 08/17/2020 Meeting Type: Annual Ticker: 9988 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alibaba Group Holding Limited
Shares Voted: 164,600
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association Mgmt For For For
2.1 Elect Maggie Wei Wu as Director Mgmt For For For
2.2 Elect Kabir Misra as Director Mgmt For For For
2.3 Elect Walter Teh Ming Kwauk as Director Mgmt For For For
3 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
Shares Voted: 407,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles of Association Mgmt For For For
2.1 Elect Maggie Wei Wu as Director Mgmt For For For
2.2 Elect Kabir Misra as Director Mgmt For For For
2.3 Elect Walter Teh Ming Kwauk as Director Mgmt For For For
3 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
Alibaba Group Holding Limited
Meeting Date: 09/30/2020 Country: Cayman Islands Primary Security ID: G01719114 Record Date: 08/17/2020 Meeting Type: Annual Ticker: 9988
Shares Voted: 16,754
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles of Association Mgmt For For For
2.1 Elect Maggie Wei Wu as Director Mgmt For For For
2.2 Elect Kabir Misra as Director Mgmt For For For
2.3 Elect Walter Teh Ming Kwauk as Director Mgmt For For For
3 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alibaba Group Holding Limited
Shares Voted: 13,130
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles of Association Mgmt For For For
2.1 Elect Maggie Wei Wu as Director Mgmt For For For
2.2 Elect Kabir Misra as Director Mgmt For For For
2.3 Elect Walter Teh Ming Kwauk as Director Mgmt For For For
3 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
National General Holdings Corp.
Meeting Date: 09/30/2020 Country: USA Primary Security ID: 636220303 Record Date: 08/25/2020 Meeting Type: Special Ticker: NGHC
Shares Voted: 1,951,530
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For Against Against
3 Adjourn Meeting Mgmt For For For
Shares Voted: 372,488
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For Against Against
3 Adjourn Meeting Mgmt For For For
Tatneft PJSC
Meeting Date: 09/30/2020 Country: Russia Primary Security ID: X89366102 Record Date: 09/06/2020 Meeting Type: Special Ticker: TATN Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tatneft PJSC
Shares Voted: 92,967
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Interim Dividends for First Six Mgmt For For For Months of Fiscal 2020
Shares Voted: 39,766
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Interim Dividends for First Six Mgmt For For For Months of Fiscal 2020
Apollo Global Management, Inc.
Meeting Date: 10/01/2020 Country: USA Primary Security ID: 03768E105 Record Date: 08/07/2020 Meeting Type: Annual Ticker: APO
Shares Voted: 3,643
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Leon Black Mgmt For Withhold Withhold
1.2 Elect Director Joshua Harris Mgmt For Withhold Withhold
1.3 Elect Director Marc Rowan Mgmt For Withhold Withhold
1.4 Elect Director Michael Ducey Mgmt For Withhold Withhold
1.5 Elect Director Robert Kraft Mgmt For Withhold Withhold
1.6 Elect Director A.B. Krongard Mgmt For Withhold Withhold
1.7 Elect Director Pauline Richards Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year One Year
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For Against Against
Noble Energy, Inc.
Meeting Date: 10/02/2020 Country: USA Primary Security ID: 655044105 Record Date: 08/21/2020 Meeting Type: Special Ticker: NBL Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Noble Energy, Inc.
Shares Voted: 493,422
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 23,403
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Viad Corp
Meeting Date: 10/07/2020 Country: USA Primary Security ID: 92552R406 Record Date: 09/02/2020 Meeting Type: Special Ticker: VVI
Shares Voted: 2,841
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Shares for a Private Mgmt For For For Placement
2 Approve the Preferred Stock Rights Proposal Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Shares Voted: 70,633
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Shares for a Private Mgmt For For For Placement
2 Approve the Preferred Stock Rights Proposal Mgmt For For For
3 Adjourn Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Analog Devices, Inc.
Meeting Date: 10/08/2020 Country: USA Primary Security ID: 032654105 Record Date: 08/31/2020 Meeting Type: Special Ticker: ADI
Shares Voted: 78,729
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Acquisition Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Shares Voted: 13,796
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Acquisition Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Unilever Plc
Meeting Date: 10/12/2020 Country: United Kingdom Primary Security ID: G92087165 Record Date: 10/10/2020 Meeting Type: Special Ticker: ULVR
Shares Voted: 69,479
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Matters Relating to the Unification of Mgmt For For For the Unilever Group under a Single Parent Company
Shares Voted: 177,329
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Matters Relating to the Unification of Mgmt For For For the Unilever Group under a Single Parent Company
Unilever Plc
Meeting Date: 10/12/2020 Country: United Kingdom Primary Security ID: G92087165 Record Date: 10/10/2020 Meeting Type: Court Ticker: ULVR Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Unilever Plc
Shares Voted: 69,479
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court Meeting Mgmt
1 Approve the Cross-Border Merger between Mgmt For For For Unilever PLC and Unilever N.V.
Shares Voted: 177,329
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court Meeting Mgmt
1 Approve the Cross-Border Merger between Mgmt For For For Unilever PLC and Unilever N.V.
Carpenter Technology Corporation
Meeting Date: 10/13/2020 Country: USA Primary Security ID: 144285103 Record Date: 08/14/2020 Meeting Type: Annual Ticker: CRS
Shares Voted: 2,129
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Steven E. Karol Mgmt For For For
1.2 Elect Director Gregory A. Pratt Mgmt For For For
1.3 Elect Director Tony R. Thene Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 3,191
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Steven E. Karol Mgmt For For For
1.2 Elect Director Gregory A. Pratt Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Carpenter Technology Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.3 Elect Director Tony R. Thene Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
The Procter & Gamble Company
Meeting Date: 10/13/2020 Country: USA Primary Security ID: 742718109 Record Date: 08/14/2020 Meeting Type: Annual Ticker: PG
Shares Voted: 13,495
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Francis S. Blake Mgmt For For For
1b Elect Director Angela F. Braly Mgmt For For For
1c Elect Director Amy L. Chang Mgmt For For For
1d Elect Director Joseph Jimenez Mgmt For For For
1e Elect Director Debra L. Lee Mgmt For For For
1f Elect Director Terry J. Lundgren Mgmt For For For
1g Elect Director Christine M. McCarthy Mgmt For For For
1h Elect Director W. James McNerney, Jr. Mgmt For For For
1i Elect Director Nelson Peltz Mgmt For For For
1j Elect Director David S. Taylor Mgmt For For For
1k Elect Director Margaret C. Whitman Mgmt For For For
1l Elect Director Patricia A. Woertz Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
5 Report on Efforts to Eliminate Deforestation SH Against Refer Against
6 Publish Annually a Report Assessing Diversity SH Against For For and Inclusion Efforts Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
The Procter & Gamble Company
Shares Voted: 87,564
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Francis S. Blake Mgmt For For For
1b Elect Director Angela F. Braly Mgmt For For For
1c Elect Director Amy L. Chang Mgmt For For For
1d Elect Director Joseph Jimenez Mgmt For For For
1e Elect Director Debra L. Lee Mgmt For For For
1f Elect Director Terry J. Lundgren Mgmt For For For
1g Elect Director Christine M. McCarthy Mgmt For For For
1h Elect Director W. James McNerney, Jr. Mgmt For For For
1i Elect Director Nelson Peltz Mgmt For For For
1j Elect Director David S. Taylor Mgmt For For For
1k Elect Director Margaret C. Whitman Mgmt For For For
1l Elect Director Patricia A. Woertz Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Qualified Employee Stock Purchase Mgmt For For For Plan
5 Report on Efforts to Eliminate Deforestation SH Against Refer Against
6 Publish Annually a Report Assessing Diversity SH Against For For and Inclusion Efforts
Landec Corporation
Meeting Date: 10/14/2020 Country: USA Primary Security ID: 514766104 Record Date: 08/17/2020 Meeting Type: Annual Ticker: LNDC
Shares Voted: 26,175
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Katrina L. Houde Mgmt For For For
1.2 Elect Director Nelson Obus Mgmt For For For
1.3 Elect Director Andrew Powell Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Landec Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.4 Elect Director Catherine A. Sohn Mgmt For For For
1.5 Elect Director Jeffrey L. Edwards Mgmt For For For
1.6 Elect Director Patrick D. Walsh Mgmt For For For
1.7 Elect Director Joshua E. Schechter Mgmt For For For
2 Approve Increase in Size of Board Mgmt For For For
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 24,818
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Katrina L. Houde Mgmt For For For
1.2 Elect Director Nelson Obus Mgmt For For For
1.3 Elect Director Andrew Powell Mgmt For For For
1.4 Elect Director Catherine A. Sohn Mgmt For For For
1.5 Elect Director Jeffrey L. Edwards Mgmt For For For
1.6 Elect Director Patrick D. Walsh Mgmt For For For
1.7 Elect Director Joshua E. Schechter Mgmt For For For
2 Approve Increase in Size of Board Mgmt For For For
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Credicorp Ltd.
Meeting Date: 10/16/2020 Country: Bermuda Primary Security ID: G2519Y108 Record Date: 09/08/2020 Meeting Type: Special Ticker: BAP
Shares Voted: 386
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Leslie Pierce Diez Canseco as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
South Jersey Industries, Inc.
Meeting Date: 10/16/2020 Country: USA Primary Security ID: 838518108 Record Date: 08/24/2020 Meeting Type: Special Ticker: SJI
Shares Voted: 5,833
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Increase Authorized Common Stock Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Shares Voted: 87
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Increase Authorized Common Stock Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Distell Group Holdings Ltd.
Meeting Date: 10/21/2020 Country: South Africa Primary Security ID: S21939103 Record Date: 10/16/2020 Meeting Type: Annual Ticker: DGH
Shares Voted: 53,203
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 June 2020
2 Reappoint PricewaterhouseCoopers Inc as Mgmt For For For Auditors with Rika Labuschaigne as the Individual Designated Auditor
3.1 Re-elect Gugu Dingaan as Director Mgmt For For For
3.2 Re-elect Chris Otto as Director Mgmt For For For
3.3 Re-elect Catharina Sevillano-Barredo as Mgmt For For For Director
4.1 Re-elect Gugu Dingaan as Member of the Mgmt For For For Audit Committee
4.2 Re-elect Dr Prieur du Plessis as Member of Mgmt For For For the Audit Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Distell Group Holdings Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.3 Re-elect Ethel Matenge-Sebesho as Member Mgmt For For For of the Audit Committee
4.4 Re-elect Catharina Sevillano-Barredo as Mgmt For For For Member of the Audit Committee
5 Place Authorised but Unissued Shares under Mgmt For For For Control of Directors
6 Approve Remuneration Policy Mgmt For For For
7 Approve Implementation Report on the Mgmt For For For Company's Remuneration Policy
Special Resolutions Mgmt
1 Approve Non-executive Directors' Mgmt For For For Remuneration
2 Approve Remuneration of Non-executive Mgmt For Against Against Directors for Additional Services Performed on Behalf of the Company
3 Approve Financial Assistance in Terms of Mgmt For Against Against Section 44 of the Companies Act
4 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
Shares Voted: 24,674
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Resolutions Mgmt
1 Accept Financial Statements and Statutory Mgmt For For For Reports for the Year Ended 30 June 2020
2 Reappoint PricewaterhouseCoopers Inc as Mgmt For For For Auditors with Rika Labuschaigne as the Individual Designated Auditor
3.1 Re-elect Gugu Dingaan as Director Mgmt For For For
3.2 Re-elect Chris Otto as Director Mgmt For For For
3.3 Re-elect Catharina Sevillano-Barredo as Mgmt For For For Director
4.1 Re-elect Gugu Dingaan as Member of the Mgmt For For For Audit Committee
4.2 Re-elect Dr Prieur du Plessis as Member of Mgmt For For For the Audit Committee
4.3 Re-elect Ethel Matenge-Sebesho as Member Mgmt For For For of the Audit Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Distell Group Holdings Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.4 Re-elect Catharina Sevillano-Barredo as Mgmt For For For Member of the Audit Committee
5 Place Authorised but Unissued Shares under Mgmt For For For Control of Directors
6 Approve Remuneration Policy Mgmt For For For
7 Approve Implementation Report on the Mgmt For For For Company's Remuneration Policy
Special Resolutions Mgmt
1 Approve Non-executive Directors' Mgmt For For For Remuneration
2 Approve Remuneration of Non-executive Mgmt For Against Against Directors for Additional Services Performed on Behalf of the Company
3 Approve Financial Assistance in Terms of Mgmt For Against Against Section 44 of the Companies Act
4 Approve Financial Assistance in Terms of Mgmt For For For Section 45 of the Companies Act
ProPetro Holding Corp.
Meeting Date: 10/22/2020 Country: USA Primary Security ID: 74347M108 Record Date: 08/26/2020 Meeting Type: Annual Ticker: PUMP
Shares Voted: 30,019
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Phillip A. Gobe Mgmt For For For
1.2 Elect Director Spencer D. Armour, III Mgmt For For For
1.3 Elect Director Mark S. Berg Mgmt For For For
1.4 Elect Director Anthony J. Best Mgmt For For For
1.5 Elect Director Michele V. Choka Mgmt For For For
1.6 Elect Director Alan E. Douglas Mgmt For Withhold Withhold
1.7 Elect Director Jack B. Moore Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
ProPetro Holding Corp.
Shares Voted: 260,625
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Phillip A. Gobe Mgmt For For For
1.2 Elect Director Spencer D. Armour, III Mgmt For For For
1.3 Elect Director Mark S. Berg Mgmt For For For
1.4 Elect Director Anthony J. Best Mgmt For For For
1.5 Elect Director Michele V. Choka Mgmt For For For
1.6 Elect Director Alan E. Douglas Mgmt For Withhold Withhold
1.7 Elect Director Jack B. Moore Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For For
4 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Signify NV
Meeting Date: 10/27/2020 Country: Netherlands Primary Security ID: N8063K107 Record Date: 09/29/2020 Meeting Type: Special Ticker: LIGHT
Shares Voted: 6,899
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Elect Francisco Javier van Engelen Sousa to Mgmt For For For Management Board
Shares Voted: 19,240
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Elect Francisco Javier van Engelen Sousa to Mgmt For For For Management Board Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Parker-Hannifin Corporation
Meeting Date: 10/28/2020 Country: USA Primary Security ID: 701094104 Record Date: 09/04/2020 Meeting Type: Annual Ticker: PH
Shares Voted: 156,483
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lee C. Banks Mgmt For For For
1b Elect Director Robert G. Bohn Mgmt For For For
1c Elect Director Linda S. Harty Mgmt For For For
1d Elect Director Kevin A. Lobo Mgmt For For For
1e Elect Director Candy M. Obourn Mgmt For For For
1f Elect Director Joseph Scaminace Mgmt For For For
1g Elect Director Ake Svensson Mgmt For For For
1h Elect Director Laura K. Thompson Mgmt For For For
1i Elect Director James R. Verrier Mgmt For For For
1j Elect Director James L. Wainscott Mgmt For For For
1k Elect Director Thomas L. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Shares Voted: 543,206
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Lee C. Banks Mgmt For For For
1b Elect Director Robert G. Bohn Mgmt For For For
1c Elect Director Linda S. Harty Mgmt For For For
1d Elect Director Kevin A. Lobo Mgmt For For For
1e Elect Director Candy M. Obourn Mgmt For For For
1f Elect Director Joseph Scaminace Mgmt For For For
1g Elect Director Ake Svensson Mgmt For For For
1h Elect Director Laura K. Thompson Mgmt For For For
1i Elect Director James R. Verrier Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Parker-Hannifin Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director James L. Wainscott Mgmt For For For
1k Elect Director Thomas L. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Greenlight Capital Re, Ltd.
Meeting Date: 10/29/2020 Country: Cayman Islands Primary Security ID: G4095J109 Record Date: 09/08/2020 Meeting Type: Annual Ticker: GLRE
Shares Voted: 1,441
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Alan Brooks as GLRE Director Mgmt For Against Against
1b Elect Simon Burton as GLRE Director Mgmt For For For
1c Elect David Einhorn as GLRE Director Mgmt For For For
1d Elect Leonard Goldberg as GLRE Director Mgmt For For For
1e Elect Ian Isaacs as GLRE Director Mgmt For Against Against
1f Elect Bryan Murphy as GLRE Director Mgmt For For For
1g Elect Joseph Platt as GLRE Director Mgmt For Against Against
2a Elect Alan Brooks as Greenlight Re Subsidiary Mgmt For For For Director
2b Elect Simon Burton as Greenlight Re Mgmt For For For Subsidiary Director
2c Elect David Einhorn as Greenlight Re Mgmt For For For Subsidiary Director
2d Elect Leonard Goldberg as Greenlight Re Mgmt For For For Subsidiary Director
2e Elect Ian Isaacs as Greenlight Re Subsidiary Mgmt For For For Director
2f Elect Bryan Murphy as Greenlight Re Mgmt For For For Subsidiary Director
2g Elect Joseph Platt as Greenlight Re Subsidiary Mgmt For For For Director
3a Elect Michael Brady as GRIL Subsidiary Mgmt For For For Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Greenlight Capital Re, Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3b Elect Lesley Caslin as GRIL Subsidiary Mgmt For For For Director
3c Elect Bryan Murphy as GRIL Subsidiary Mgmt For For For Director
3d Elect Patrick O'Brien as GRIL Subsidiary Mgmt For For For Director
3e Elect Daniel Roitman as GRIL Subsidiary Mgmt For For For Director
4 Amend Omnibus Stock Plan Mgmt For Against Against
5 Ratify BDO USA, LLP as Auditors Mgmt For For For
6 Ratify BDO Cayman Ltd. as Auditors of Mgmt For For For Greenlight Re
7 Ratify Mazars as Auditors of GRIL Mgmt For For For
8 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Shares Voted: 1,851
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Alan Brooks as GLRE Director Mgmt For Against Against
1b Elect Simon Burton as GLRE Director Mgmt For For For
1c Elect David Einhorn as GLRE Director Mgmt For For For
1d Elect Leonard Goldberg as GLRE Director Mgmt For For For
1e Elect Ian Isaacs as GLRE Director Mgmt For Against Against
1f Elect Bryan Murphy as GLRE Director Mgmt For For For
1g Elect Joseph Platt as GLRE Director Mgmt For Against Against
2a Elect Alan Brooks as Greenlight Re Subsidiary Mgmt For For For Director
2b Elect Simon Burton as Greenlight Re Mgmt For For For Subsidiary Director
2c Elect David Einhorn as Greenlight Re Mgmt For For For Subsidiary Director
2d Elect Leonard Goldberg as Greenlight Re Mgmt For For For Subsidiary Director
2e Elect Ian Isaacs as Greenlight Re Subsidiary Mgmt For For For Director
2f Elect Bryan Murphy as Greenlight Re Mgmt For For For Subsidiary Director Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Greenlight Capital Re, Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2g Elect Joseph Platt as Greenlight Re Subsidiary Mgmt For For For Director
3a Elect Michael Brady as GRIL Subsidiary Mgmt For For For Director
3b Elect Lesley Caslin as GRIL Subsidiary Mgmt For For For Director
3c Elect Bryan Murphy as GRIL Subsidiary Mgmt For For For Director
3d Elect Patrick O'Brien as GRIL Subsidiary Mgmt For For For Director
3e Elect Daniel Roitman as GRIL Subsidiary Mgmt For For For Director
4 Amend Omnibus Stock Plan Mgmt For Against Against
5 Ratify BDO USA, LLP as Auditors Mgmt For For For
6 Ratify BDO Cayman Ltd. as Auditors of Mgmt For For For Greenlight Re
7 Ratify Mazars as Auditors of GRIL Mgmt For For For
8 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
South State Corporation
Meeting Date: 10/29/2020 Country: USA Primary Security ID: 840441109 Record Date: 08/10/2020 Meeting Type: Annual Ticker: SSB
Shares Voted: 205,978
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert R. Hill, Jr. Mgmt For For For
1.2 Elect Director Jean E. Davis Mgmt For For For
1.3 Elect Director Martin B. Davis Mgmt For For For
1.4 Elect Director John H. Holcomb, III Mgmt For For For
1.5 Elect Director Charles W. McPherson Mgmt For For For
1.6 Elect Director Ernest S. Pinner Mgmt For For For
1.7 Elect Director G. Ruffner Page, Jr. Mgmt For For For
1.8 Elect Director Joshua A. Snively Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
South State Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director John C. Corbett Mgmt For For For
1.10 Elect Director William K. Pou, Jr. Mgmt For For For
1.11 Elect Director David G. Salyers Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Approve Omnibus Stock Plan Mgmt For For For
5 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
6 Ratify Dixon Hughes Goodman LLP as Mgmt For For For Auditors
Shares Voted: 48,668
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Robert R. Hill, Jr. Mgmt For For For
1.2 Elect Director Jean E. Davis Mgmt For For For
1.3 Elect Director Martin B. Davis Mgmt For For For
1.4 Elect Director John H. Holcomb, III Mgmt For For For
1.5 Elect Director Charles W. McPherson Mgmt For For For
1.6 Elect Director Ernest S. Pinner Mgmt For For For
1.7 Elect Director G. Ruffner Page, Jr. Mgmt For For For
1.8 Elect Director Joshua A. Snively Mgmt For For For
1.9 Elect Director John C. Corbett Mgmt For For For
1.10 Elect Director William K. Pou, Jr. Mgmt For For For
1.11 Elect Director David G. Salyers Mgmt For For For
2 Declassify the Board of Directors Mgmt For For For
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Approve Omnibus Stock Plan Mgmt For For For
5 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
6 Ratify Dixon Hughes Goodman LLP as Mgmt For For For Auditors Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Teladoc Health, Inc.
Meeting Date: 10/29/2020 Country: USA Primary Security ID: 87918A105 Record Date: 09/08/2020 Meeting Type: Special Ticker: TDOC
Shares Voted: 11,728
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
2 Increase Authorized Common Stock Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Yandex NV
Meeting Date: 10/29/2020 Country: Netherlands Primary Security ID: N97284108 Record Date: 10/01/2020 Meeting Type: Annual Ticker: YNDX
Shares Voted: 8,085
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Adopt Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Directors Mgmt For For For
3 Reelect Arkady Volozh as Executive Director Mgmt For Against Against
4 Reelect Mikhail Parakhin as Non-Executive Mgmt For Against Against Director
5 Approve Cancellation of Outstanding Class C Mgmt For For For Shares
6 Ratify Auditors Mgmt For For For
7 Grant Board Authority to Issue Class A Shares Mgmt For Against Against
8 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
9 Authorize Repurchase of Up to 20 Percent of Mgmt For Against Against Issued Share Capital
Shares Voted: 1,281
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Yandex NV
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Annual Meeting Agenda Mgmt
1 Adopt Financial Statements and Statutory Mgmt For For For Reports
2 Approve Discharge of Directors Mgmt For For For
3 Reelect Arkady Volozh as Executive Director Mgmt For Against Against
4 Reelect Mikhail Parakhin as Non-Executive Mgmt For Against Against Director
5 Approve Cancellation of Outstanding Class C Mgmt For For For Shares
6 Ratify Auditors Mgmt For For For
7 Grant Board Authority to Issue Class A Shares Mgmt For Against Against
8 Authorize Board to Exclude Preemptive Rights Mgmt For Against Against from Share Issuances
9 Authorize Repurchase of Up to 20 Percent of Mgmt For Against Against Issued Share Capital
JBS SA
Meeting Date: 10/30/2020 Country: Brazil Primary Security ID: P59695109 Record Date: Meeting Type: Special Ticker: JBSS3
Shares Voted: 1,076,500
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Article 19 Re: Audit Committee Mgmt For For For
2 Amend Article 5 to Reflect Changes in Capital Mgmt For For For
3 Consolidate Bylaws Mgmt For For For
4 Ratify Gelson Luiz Merisio as Independent Mgmt For For For Director
5 Approve Classification of Gilberto Meirelles Mgmt For Against For Xando Baptista as Independent Director
Shareholder Proposals Submitted by Mgmt BNDESPAR (Items 6 and 7)
6 Approve Filing of Lawsuit Against Wesley SH Against For For Mendonca Batista and Joesley Mendonca Batista for the Damages Caused to the Company in the Illicit Acts Confessed in the Awarded Collaboration Agreements and Other Agreements Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
JBS SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
7 Approve Filing of Lawsuit Against Florisvaldo SH Against For For Caetano de Oliveira and Francisco de Assis e Silva for the Damages Caused to the Company in the Illicit Acts Confessed in the Awarded Collaboration Agreements and Other Agreements
8 Approve that It Will Be Up to the Company's Mgmt For Against Against Management to Evaluate and Take the Relevant Measures in this Matter According to the Corporate Interest, Including Evaluating the Proposal of New Lawsuits or the Company's Participation in the CAM Procedures
Shares Voted: 215,700
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Article 19 Re: Audit Committee Mgmt For For For
2 Amend Article 5 to Reflect Changes in Capital Mgmt For For For
3 Consolidate Bylaws Mgmt For For For
4 Ratify Gelson Luiz Merisio as Independent Mgmt For For For Director
5 Approve Classification of Gilberto Meirelles Mgmt For Against For Xando Baptista as Independent Director
Shareholder Proposals Submitted by Mgmt BNDESPAR (Items 6 and 7)
6 Approve Filing of Lawsuit Against Wesley SH Against For For Mendonca Batista and Joesley Mendonca Batista for the Damages Caused to the Company in the Illicit Acts Confessed in the Awarded Collaboration Agreements and Other Agreements
7 Approve Filing of Lawsuit Against Florisvaldo SH Against For For Caetano de Oliveira and Francisco de Assis e Silva for the Damages Caused to the Company in the Illicit Acts Confessed in the Awarded Collaboration Agreements and Other Agreements
8 Approve that It Will Be Up to the Company's Mgmt For Against Against Management to Evaluate and Take the Relevant Measures in this Matter According to the Corporate Interest, Including Evaluating the Proposal of New Lawsuits or the Company's Participation in the CAM Procedures Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Lam Research Corporation
Meeting Date: 11/03/2020 Country: USA Primary Security ID: 512807108 Record Date: 09/04/2020 Meeting Type: Annual Ticker: LRCX
Shares Voted: 861,378
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sohail U. Ahmed Mgmt For For For
1.2 Elect Director Timothy M. Archer Mgmt For For For
1.3 Elect Director Eric K. Brandt Mgmt For For For
1.4 Elect Director Michael R. Cannon Mgmt For For For
1.5 Elect Director Catherine P. Lego Mgmt For For For
1.6 Elect Director Bethany J. Mayer Mgmt For For For
1.7 Elect Director Abhijit Y. Talwalkar Mgmt For For For
1.8 Elect Director Lih Shyng (Rick L.) Tsai Mgmt For For For
1.9 Elect Director Leslie F. Varon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 230,045
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Sohail U. Ahmed Mgmt For For For
1.2 Elect Director Timothy M. Archer Mgmt For For For
1.3 Elect Director Eric K. Brandt Mgmt For For For
1.4 Elect Director Michael R. Cannon Mgmt For For For
1.5 Elect Director Catherine P. Lego Mgmt For For For
1.6 Elect Director Bethany J. Mayer Mgmt For For For
1.7 Elect Director Abhijit Y. Talwalkar Mgmt For For For
1.8 Elect Director Lih Shyng (Rick L.) Tsai Mgmt For For For
1.9 Elect Director Leslie F. Varon Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Matrix Service Company
Meeting Date: 11/03/2020 Country: USA Primary Security ID: 576853105 Record Date: 09/04/2020 Meeting Type: Annual Ticker: MTRX
Shares Voted: 10,487
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Martha Z. Carnes Mgmt For For For
1b Elect Director John D. Chandler Mgmt For For For
1c Elect Director Carlin G. Conner Mgmt For For For
1d Elect Director John R. Hewitt Mgmt For For For
1e Elect Director Liane K. Hinrichs Mgmt For For For
1f Elect Director James H. Miller Mgmt For For For
1g Elect Director Jim W. Mogg Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 15,577
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Martha Z. Carnes Mgmt For For For
1b Elect Director John D. Chandler Mgmt For For For
1c Elect Director Carlin G. Conner Mgmt For For For
1d Elect Director John R. Hewitt Mgmt For For For
1e Elect Director Liane K. Hinrichs Mgmt For For For
1f Elect Director James H. Miller Mgmt For For For
1g Elect Director Jim W. Mogg Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KLA Corporation
Meeting Date: 11/04/2020 Country: USA Primary Security ID: 482480100 Record Date: 09/16/2020 Meeting Type: Annual Ticker: KLAC
Shares Voted: 966,932
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward Barnholt Mgmt For For For
1.2 Elect Director Robert Calderoni Mgmt For For For
1.3 Elect Director Jeneanne Hanley Mgmt For For For
1.4 Elect Director Emiko Higashi Mgmt For For For
1.5 Elect Director Kevin Kennedy Mgmt For For For
1.6 Elect Director Gary Moore Mgmt For For For
1.7 Elect Director Marie Myers Mgmt For For For
1.8 Elect Director Kiran Patel Mgmt For For For
1.9 Elect Director Victor Peng Mgmt For For For
1.10 Elect Director Robert Rango Mgmt For For For
1.11 Elect Director Richard Wallace Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Adopt Proxy Access Right SH Against For For
Shares Voted: 514,654
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Edward Barnholt Mgmt For For For
1.2 Elect Director Robert Calderoni Mgmt For For For
1.3 Elect Director Jeneanne Hanley Mgmt For For For
1.4 Elect Director Emiko Higashi Mgmt For For For
1.5 Elect Director Kevin Kennedy Mgmt For For For
1.6 Elect Director Gary Moore Mgmt For For For
1.7 Elect Director Marie Myers Mgmt For For For
1.8 Elect Director Kiran Patel Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KLA Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.9 Elect Director Victor Peng Mgmt For For For
1.10 Elect Director Robert Rango Mgmt For For For
1.11 Elect Director Richard Wallace Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Adopt Proxy Access Right SH Against For For
Oracle Corporation
Meeting Date: 11/04/2020 Country: USA Primary Security ID: 68389X105 Record Date: 09/08/2020 Meeting Type: Annual Ticker: ORCL
Shares Voted: 4,947,292
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jeffrey S. Berg Mgmt For Withhold Withhold
1.2 Elect Director Michael J. Boskin Mgmt For For For
1.3 Elect Director Safra A. Catz Mgmt For For For
1.4 Elect Director Bruce R. Chizen Mgmt For Withhold Withhold
1.5 Elect Director George H. Conrades Mgmt For For For
1.6 Elect Director Lawrence J. Ellison Mgmt For For For
1.7 Elect Director Rona A. Fairhead Mgmt For For For
1.8 Elect Director Jeffrey O. Henley Mgmt For For For
1.9 Elect Director Renee J. James Mgmt For For For
1.10 Elect Director Charles W. Moorman, IV Mgmt For For For
1.11 Elect Director Leon E. Panetta Mgmt For Withhold Withhold
1.12 Elect Director William G. Parrett Mgmt For Withhold Withhold
1.13 Elect Director Naomi O. Seligman Mgmt For For For
1.14 Elect Director Vishal Sikka Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Oracle Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Approve Omnibus Stock Plan Mgmt For Against Against
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
5 Report on Gender Pay Gap SH Against Refer For
6 Require Independent Board Chair SH Against For For
Shares Voted: 798,143
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Jeffrey S. Berg Mgmt For Withhold Withhold
1.2 Elect Director Michael J. Boskin Mgmt For For For
1.3 Elect Director Safra A. Catz Mgmt For For For
1.4 Elect Director Bruce R. Chizen Mgmt For Withhold Withhold
1.5 Elect Director George H. Conrades Mgmt For For For
1.6 Elect Director Lawrence J. Ellison Mgmt For For For
1.7 Elect Director Rona A. Fairhead Mgmt For For For
1.8 Elect Director Jeffrey O. Henley Mgmt For For For
1.9 Elect Director Renee J. James Mgmt For For For
1.10 Elect Director Charles W. Moorman, IV Mgmt For For For
1.11 Elect Director Leon E. Panetta Mgmt For Withhold Withhold
1.12 Elect Director William G. Parrett Mgmt For Withhold Withhold
1.13 Elect Director Naomi O. Seligman Mgmt For For For
1.14 Elect Director Vishal Sikka Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For Against Against
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
5 Report on Gender Pay Gap SH Against Refer For
6 Require Independent Board Chair SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Tapestry, Inc.
Meeting Date: 11/05/2020 Country: USA Primary Security ID: 876030107 Record Date: 09/08/2020 Meeting Type: Annual Ticker: TPR
Shares Voted: 4,958,254
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John P. Bilbrey Mgmt For For For
1b Elect Director Darrell Cavens Mgmt For For For
1c Elect Director David Denton Mgmt For For For
1d Elect Director Anne Gates Mgmt For For For
1e Elect Director Susan Kropf Mgmt For For For
1f Elect Director Annabelle Yu Long Mgmt For For For
1g Elect Director Ivan Menezes Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against For
Shares Voted: 1,000,651
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director John P. Bilbrey Mgmt For For For
1b Elect Director Darrell Cavens Mgmt For For For
1c Elect Director David Denton Mgmt For For For
1d Elect Director Anne Gates Mgmt For For For
1e Elect Director Susan Kropf Mgmt For For For
1f Elect Director Annabelle Yu Long Mgmt For For For
1g Elect Director Ivan Menezes Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For Against For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Redrow Plc
Meeting Date: 11/06/2020 Country: United Kingdom Primary Security ID: G7455X147 Record Date: 11/04/2020 Meeting Type: Annual Ticker: RDW
Shares Voted: 2,015,052
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Re-elect John Tutte as Director Mgmt For For For
3 Re-elect Matthew Pratt as Director Mgmt For For For
4 Re-elect Barbara Richmond as Director Mgmt For For For
5 Re-elect Nick Hewson as Director Mgmt For For For
6 Re-elect Sir Michael Lyons as Director Mgmt For For For
7 Elect Nicky Dulieu as Director Mgmt For For For
8 Reappoint KPMG LLP as Auditors Mgmt For For For
9 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
10 Approve Remuneration Report Mgmt For For For
11 Approve Remuneration Policy Mgmt For For For
12 Authorise Issue of Equity Mgmt For Against Against
13 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
14 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
15 Authorise Market Purchase of Ordinary Shares Mgmt For For For
16 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Shares Voted: 1,538,733
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Re-elect John Tutte as Director Mgmt For For For
3 Re-elect Matthew Pratt as Director Mgmt For For For
4 Re-elect Barbara Richmond as Director Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Redrow Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Re-elect Nick Hewson as Director Mgmt For For For
6 Re-elect Sir Michael Lyons as Director Mgmt For For For
7 Elect Nicky Dulieu as Director Mgmt For For For
8 Reappoint KPMG LLP as Auditors Mgmt For For For
9 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
10 Approve Remuneration Report Mgmt For For For
11 Approve Remuneration Policy Mgmt For For For
12 Authorise Issue of Equity Mgmt For Against Against
13 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
14 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
15 Authorise Market Purchase of Ordinary Shares Mgmt For For For
16 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
CTO Realty Growth, Inc.
Meeting Date: 11/09/2020 Country: USA Primary Security ID: 22948P103 Record Date: 10/13/2020 Meeting Type: Special Ticker: CTO
Shares Voted: 9,291
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Reorganization to Facilitate Mgmt For For For Transition to REIT Status
2 Adjourn Meeting Mgmt For For For
II-VI Incorporated
Meeting Date: 11/09/2020 Country: USA Primary Security ID: 902104108 Record Date: 09/15/2020 Meeting Type: Annual Ticker: IIVI Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
II-VI Incorporated
Shares Voted: 11,602
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph J. Corasanti Mgmt For For For
1b Elect Director Patricia Hatter Mgmt For Against For
1c Elect Director Marc Y. E. Pelaez Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 16,873
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Joseph J. Corasanti Mgmt For For For
1b Elect Director Patricia Hatter Mgmt For Against For
1c Elect Director Marc Y. E. Pelaez Mgmt For Against Against
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Korea Electric Power Corp.
Meeting Date: 11/09/2020 Country: South Korea Primary Security ID: Y48406105 Record Date: 08/10/2020 Meeting Type: Special Ticker: 015760
Shares Voted: 4,710
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Lee Jong-hwan as Inside Director Mgmt For For For
1.2 Elect Choi Young-ho as Inside Director Mgmt For For For
2 Elect Choi Young-ho as a Member of Audit Mgmt For Against Against Committee Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Radiant Logistics, Inc.
Meeting Date: 11/11/2020 Country: USA Primary Security ID: 75025X100 Record Date: 09/24/2020 Meeting Type: Annual Ticker: RLGT
Shares Voted: 36,823
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Bohn H. Crain Mgmt For For For
1.2 Elect Director Jack Edwards Mgmt For Against Against
1.3 Elect Director Richard P. Palmieri Mgmt For Against Against
1.4 Elect Director Michael Gould Mgmt For Against Against
2 Ratify BDO USA, LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Alpha and Omega Semiconductor Limited
Meeting Date: 11/12/2020 Country: Bermuda Primary Security ID: G6331P104 Record Date: 09/15/2020 Meeting Type: Annual Ticker: AOSL
Shares Voted: 6,239
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mike F. Chang Mgmt For For For
1.2 Elect Director Yueh-Se Ho Mgmt For For For
1.3 Elect Director Lucas S. Chang Mgmt For Withhold Withhold
1.4 Elect Director Claudia Chen Mgmt For Withhold For
1.5 Elect Director King Owyang Mgmt For Withhold Withhold
1.6 Elect Director Michael L. Pfeiffer Mgmt For For For
1.7 Elect Director Michael J. Salameh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Remove the Imposition of Maximum Number Mgmt For For For of Directors on the Board and Authorize Board to Fill Vacancies
4 Approve BDO USA, LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Alpha and Omega Semiconductor Limited
Shares Voted: 7,572
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Mike F. Chang Mgmt For For For
1.2 Elect Director Yueh-Se Ho Mgmt For For For
1.3 Elect Director Lucas S. Chang Mgmt For Withhold Withhold
1.4 Elect Director Claudia Chen Mgmt For Withhold For
1.5 Elect Director King Owyang Mgmt For Withhold Withhold
1.6 Elect Director Michael L. Pfeiffer Mgmt For For For
1.7 Elect Director Michael J. Salameh Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Remove the Imposition of Maximum Number Mgmt For For For of Directors on the Board and Authorize Board to Fill Vacancies
4 Approve BDO USA, LLP as Auditors and Mgmt For For For Authorize Board to Fix Their Remuneration
CACI International Inc
Meeting Date: 11/12/2020 Country: USA Primary Security ID: 127190304 Record Date: 09/16/2020 Meeting Type: Annual Ticker: CACI
Shares Voted: 8,495
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael A. Daniels Mgmt For For For
1b Elect Director Susan M. Gordon Mgmt For For For
1c Elect Director William L. Jews Mgmt For For For
1d Elect Director Gregory G. Johnson Mgmt For For For
1e Elect Director J. Phillip London Mgmt For For For
1f Elect Director John S. Mengucci Mgmt For For For
1g Elect Director James L. Pavitt Mgmt For For For
1h Elect Director Warren R. Phillips Mgmt For For For
1i Elect Director Debora A. Plunkett Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CACI International Inc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1j Elect Director Charles P. Revoile Mgmt For For For
1k Elect Director William S. Wallace Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
Shares Voted: 2,891
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Michael A. Daniels Mgmt For For For
1b Elect Director Susan M. Gordon Mgmt For For For
1c Elect Director William L. Jews Mgmt For For For
1d Elect Director Gregory G. Johnson Mgmt For For For
1e Elect Director J. Phillip London Mgmt For For For
1f Elect Director John S. Mengucci Mgmt For For For
1g Elect Director James L. Pavitt Mgmt For For For
1h Elect Director Warren R. Phillips Mgmt For For For
1i Elect Director Debora A. Plunkett Mgmt For For For
1j Elect Director Charles P. Revoile Mgmt For For For
1k Elect Director William S. Wallace Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
CDK Global, Inc.
Meeting Date: 11/12/2020 Country: USA Primary Security ID: 12508E101 Record Date: 09/18/2020 Meeting Type: Annual Ticker: CDK Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
CDK Global, Inc.
Shares Voted: 197,750
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Leslie A. Brun Mgmt For For For
1b Elect Director Willie A. Deese Mgmt For For For
1c Elect Director Amy J. Hillman Mgmt For For For
1d Elect Director Brian M. Krzanich Mgmt For For For
1e Elect Director Stephen A. Miles Mgmt For For For
1f Elect Director Robert E. Radway Mgmt For For For
1g Elect Director Stephen F. Schuckenbrock Mgmt For For For
1h Elect Director Frank S. Sowinski Mgmt For For For
1i Elect Director Eileen J. Voynick Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
Shares Voted: 9,410
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Leslie A. Brun Mgmt For For For
1b Elect Director Willie A. Deese Mgmt For For For
1c Elect Director Amy J. Hillman Mgmt For For For
1d Elect Director Brian M. Krzanich Mgmt For For For
1e Elect Director Stephen A. Miles Mgmt For For For
1f Elect Director Robert E. Radway Mgmt For For For
1g Elect Director Stephen F. Schuckenbrock Mgmt For For For
1h Elect Director Frank S. Sowinski Mgmt For For For
1i Elect Director Eileen J. Voynick Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
China Construction Bank Corporation
Meeting Date: 11/12/2020 Country: China Primary Security ID: Y1397N101 Record Date: 10/12/2020 Meeting Type: Special Ticker: 939
Shares Voted: 1,299,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Elect Lyu Jiajin as Director Mgmt For For For
2 Elect Shao Min as Director Mgmt For For For
3 Elect Liu Fang as Director Mgmt For For For
4 Elect William (Bill) Coen as Director Mgmt For For For
5 Approve Remuneration Distribution and Mgmt For For For Settlement Plan for Directors
6 Approve Remuneration Distribution and Mgmt For For For Settlement Plan for Supervisors
7 Approve Issuance of Qualified Write-Down Mgmt For For For Tier 2 Capital Instruments
Shares Voted: 1,163,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Elect Lyu Jiajin as Director Mgmt For For For
2 Elect Shao Min as Director Mgmt For For For
3 Elect Liu Fang as Director Mgmt For For For
4 Elect William (Bill) Coen as Director Mgmt For For For
5 Approve Remuneration Distribution and Mgmt For For For Settlement Plan for Directors
6 Approve Remuneration Distribution and Mgmt For For For Settlement Plan for Supervisors
7 Approve Issuance of Qualified Write-Down Mgmt For For For Tier 2 Capital Instruments
Western Digital Corporation
Meeting Date: 11/18/2020 Country: USA Primary Security ID: 958102105 Record Date: 09/21/2020 Meeting Type: Annual Ticker: WDC Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Western Digital Corporation
Shares Voted: 1,049,718
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kimberly E. Alexy Mgmt For For For
1b Elect Director Martin I. Cole Mgmt For For For
1c Elect Director Kathleen A. Cote Mgmt For For For
1d Elect Director Tunc Doluca Mgmt For For For
1e Elect Director David V. Goeckeler Mgmt For For For
1f Elect Director Matthew E. Massengill Mgmt For For For
1g Elect Director Paula A. Price Mgmt For For For
1h Elect Director Stephanie A. Streeter Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Ratify KPMG LLP as Auditors Mgmt For For For
Shares Voted: 3,080,731
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Kimberly E. Alexy Mgmt For For For
1b Elect Director Martin I. Cole Mgmt For For For
1c Elect Director Kathleen A. Cote Mgmt For For For
1d Elect Director Tunc Doluca Mgmt For For For
1e Elect Director David V. Goeckeler Mgmt For For For
1f Elect Director Matthew E. Massengill Mgmt For For For
1g Elect Director Paula A. Price Mgmt For For For
1h Elect Director Stephanie A. Streeter Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For Against Against
4 Ratify KPMG LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
UBS Group AG
Meeting Date: 11/19/2020 Country: Switzerland Primary Security ID: H42097107 Record Date: Meeting Type: Special Ticker: UBSG
Shares Voted: 19,795
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Share Re-registration Consent Mgmt For For For
UBS Group AG
Meeting Date: 11/19/2020 Country: Switzerland Primary Security ID: H42097107 Record Date: Meeting Type: Special Ticker: UBSG
Shares Voted: 639,295
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Extraordinary Dividend of USD 0.365 Mgmt For For For per Share
2 Transact Other Business (Voting) Mgmt For Against Against
Shares Voted: 2,842,356
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Extraordinary Dividend of USD 0.365 Mgmt For Refer For per Share
2 Transact Other Business (Voting) Mgmt For Refer Against
Accuray Incorporated
Meeting Date: 11/20/2020 Country: USA Primary Security ID: 004397105 Record Date: 09/21/2020 Meeting Type: Annual Ticker: ARAY
Shares Voted: 26,284
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Beverly A. Huss Mgmt For For For
1b Elect Director Louis J. Lavigne, Jr. Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Accuray Incorporated
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify Grant Thornton LLP as Auditors Mgmt For For For
Shares Voted: 39,701
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Beverly A. Huss Mgmt For For For
1b Elect Director Louis J. Lavigne, Jr. Mgmt For For For
2 Amend Omnibus Stock Plan Mgmt For Against Against
3 Amend Qualified Employee Stock Purchase Mgmt For For For Plan
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify Grant Thornton LLP as Auditors Mgmt For For For
KB Financial Group, Inc.
Meeting Date: 11/20/2020 Country: South Korea Primary Security ID: Y46007103 Record Date: 10/12/2020 Meeting Type: Special Ticker: 105560
Shares Voted: 482,703
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Yoon Jong Kyoo as Inside Director Mgmt For For For
2 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director
3 Elect Yun Sun-jin as Outside Director - SH Against Against Against Shareholder Proposal
4 Elect Ryu Young-jae as Outside Director - SH Against Against Against Shareholder Proposal Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
KB Financial Group, Inc.
Shares Voted: 523,239
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Yoon Jong Kyoo as Inside Director Mgmt For For For
2 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director
3 Elect Yun Sun-jin as Outside Director - SH Against Against Against Shareholder Proposal
4 Elect Ryu Young-jae as Outside Director - SH Against Against Against Shareholder Proposal
KB Financial Group, Inc.
Meeting Date: 11/20/2020 Country: South Korea Primary Security ID: Y46007103 Record Date: 10/09/2020 Meeting Type: Special Ticker: 105560
Shares Voted: 25,262
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Elect Yoon Jong Kyoo as Inside Director Mgmt For For For
2 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director
3 Elect Yun Sun-jin as Outside Director - SH Against Against Against Shareholder Proposal
4 Elect Ryu Young-jae as Outside Director - SH Against Against Against Shareholder Proposal
Shares Voted: 11,278
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Elect Yoon Jong Kyoo as Inside Director Mgmt For For For
2 Elect Hur Yin as Non-Independent Mgmt For For For Non-Executive Director
3 Elect Yun Sun-jin as Outside Director - SH Against Against Against Shareholder Proposal
4 Elect Ryu Young-jae as Outside Director - SH Against Against Against Shareholder Proposal Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Virtusa Corporation
Meeting Date: 11/20/2020 Country: USA Primary Security ID: 92827P102 Record Date: 10/09/2020 Meeting Type: Special Ticker: VRTU
Shares Voted: 19,898
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Industrial & Commercial Bank of China Limited
Meeting Date: 11/26/2020 Country: China Primary Security ID: Y3990B112 Record Date: 10/23/2020 Meeting Type: Special Ticker: 1398
Shares Voted: 1,247,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2021-2023 Capital Planning of ICBC Mgmt For For For
2 Approve Issuance of Undated Additional Tier Mgmt For For For 1 Capital Bonds
3 Approve Payment Plan of Remuneration to Mgmt For For For Directors for 2019
4 Approve Payment Plan of Remuneration to Mgmt For For For Supervisors for 2019
Shares Voted: 566,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
1 Approve 2021-2023 Capital Planning of ICBC Mgmt For For For
2 Approve Issuance of Undated Additional Tier Mgmt For For For 1 Capital Bonds
3 Approve Payment Plan of Remuneration to Mgmt For For For Directors for 2019
4 Approve Payment Plan of Remuneration to Mgmt For For For Supervisors for 2019 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DNB ASA
Meeting Date: 11/30/2020 Country: Norway Primary Security ID: R1640U124 Record Date: 11/23/2020 Meeting Type: Special Ticker: DNB
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Chairman of Meeting Mgmt For For Do Not Vote
2 Approve Notice of Meeting and Agenda Mgmt For For Do Not Vote
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For Do Not Vote
4 Approve Merger Agreement with DNB Bank Mgmt For For Do Not ASA Vote
5 Authorize Board to Distribute Dividends up to Mgmt For For Do Not NOK 9.00 Per Share Vote
6 Authorize Share Repurchase Program and Mgmt For For Do Not Reissuance or Cancellation of Repurchased Vote Shares
Shares Voted: 6,267
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Chairman of Meeting Mgmt For For For
2 Approve Notice of Meeting and Agenda Mgmt For For For
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For For
4 Approve Merger Agreement with DNB Bank Mgmt For For For ASA
5 Authorize Board to Distribute Dividends up to Mgmt For For For NOK 9.00 Per Share
6 Authorize Share Repurchase Program and Mgmt For For For Reissuance or Cancellation of Repurchased Shares
Shares Voted: 0
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Chairman of Meeting Mgmt For For Do Not Vote Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
DNB ASA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Notice of Meeting and Agenda Mgmt For For Do Not Vote
3 Designate Inspector(s) of Minutes of Meeting Mgmt For For Do Not Vote
4 Approve Merger Agreement with DNB Bank Mgmt For For Do Not ASA Vote
5 Authorize Board to Distribute Dividends up to Mgmt For For Do Not NOK 9.00 Per Share Vote
6 Authorize Share Repurchase Program and Mgmt For For Do Not Reissuance or Cancellation of Repurchased Vote Shares
Petroleo Brasileiro SA
Meeting Date: 11/30/2020 Country: Brazil Primary Security ID: P78331140 Record Date: 11/09/2020 Meeting Type: Special Ticker: PETR4
Shares Voted: 400,478
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles and Consolidate Bylaws Mgmt For Against Against
Shares Voted: 1,881,525
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for ADR Holders Mgmt
1 Amend Articles and Consolidate Bylaws Mgmt For Against Against
HDFC Bank Limited
Meeting Date: 12/01/2020 Country: India Primary Security ID: Y3119P190 Record Date: 10/30/2020 Meeting Type: Special Ticker: 500180 Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
HDFC Bank Limited
Shares Voted: 115,038
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Postal Ballot Mgmt
1 Elect Sashidhar Jagdishan as Director Mgmt For For For
2 Approve Appointment and Remuneration of Mgmt For For For Sashidhar Jagdishan as Managing Director & Chief Executive Officer
Shares Voted: 51,696
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Postal Ballot Mgmt
1 Elect Sashidhar Jagdishan as Director Mgmt For For For
2 Approve Appointment and Remuneration of Mgmt For For For Sashidhar Jagdishan as Managing Director & Chief Executive Officer
Microsoft Corporation
Meeting Date: 12/02/2020 Country: USA Primary Security ID: 594918104 Record Date: 10/08/2020 Meeting Type: Annual Ticker: MSFT
Shares Voted: 654,067
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Reid G. Hoffman Mgmt For For For
1.2 Elect Director Hugh F. Johnston Mgmt For For For
1.3 Elect Director Teri L. List-Stoll Mgmt For For For
1.4 Elect Director Satya Nadella Mgmt For For For
1.5 Elect Director Sandra E. Peterson Mgmt For For For
1.6 Elect Director Penny S. Pritzker Mgmt For For For
1.7 Elect Director Charles W. Scharf Mgmt For For For
1.8 Elect Director Arne M. Sorenson Mgmt For For For
1.9 Elect Director John W. Stanton Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Microsoft Corporation
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.10 Elect Director John W. Thompson Mgmt For For For
1.11 Elect Director Emma N. Walmsley Mgmt For For For
1.12 Elect Director Padmasree Warrior Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Employee Representation on the SH Against Against Against Board of Directors
Shares Voted: 170,285
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Reid G. Hoffman Mgmt For For For
1.2 Elect Director Hugh F. Johnston Mgmt For For For
1.3 Elect Director Teri L. List-Stoll Mgmt For For For
1.4 Elect Director Satya Nadella Mgmt For For For
1.5 Elect Director Sandra E. Peterson Mgmt For For For
1.6 Elect Director Penny S. Pritzker Mgmt For For For
1.7 Elect Director Charles W. Scharf Mgmt For For For
1.8 Elect Director Arne M. Sorenson Mgmt For For For
1.9 Elect Director John W. Stanton Mgmt For For For
1.10 Elect Director John W. Thompson Mgmt For For For
1.11 Elect Director Emma N. Walmsley Mgmt For For For
1.12 Elect Director Padmasree Warrior Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
4 Report on Employee Representation on the SH Against Against Against Board of Directors
Associated British Foods Plc
Meeting Date: 12/04/2020 Country: United Kingdom Primary Security ID: G05600138 Record Date: 12/02/2020 Meeting Type: Annual Ticker: ABF Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Associated British Foods Plc
Shares Voted: 1,608
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Re-elect Emma Adamo as Director Mgmt For For For
4 Re-elect Graham Allan as Director Mgmt For For For
5 Re-elect John Bason as Director Mgmt For For For
6 Re-elect Ruth Cairnie as Director Mgmt For For For
7 Re-elect Wolfhart Hauser as Director Mgmt For For For
8 Re-elect Michael McLintock as Director Mgmt For For For
9 Re-elect Richard Reid as Director Mgmt For For For
10 Re-elect George Weston as Director Mgmt For For For
11 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
12 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
13 Authorise Political Donations and Expenditure Mgmt For For For
14 Authorise Issue of Equity Mgmt For Against Against
15 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
16 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
17 Adopt New Articles of Association Mgmt For For For
Hellenic Telecommunications Organization SA
Meeting Date: 12/04/2020 Country: Greece Primary Security ID: X3258B102 Record Date: 11/27/2020 Meeting Type: Special Ticker: HTO
Shares Voted: 558,348
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Approve Draft Demergers Agreement Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Hellenic Telecommunications Organization SA
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Cancellation of Repurchased Shares Mgmt For For For
3 Approve Confidentiality Agreement with Ernst Mgmt For For For & Young
4 Authorize Board to Participate in Companies Mgmt For For For with Similar Business Interests
Elect Director: Items 5.1-5.3: Please Vote Mgmt FOR Only One Director; Otherwise Please ABSTAIN
5.1 Elect Dimitrios Georgoutsos as Director Mgmt For For For
5.2 Elect a Shareholder-Nominee to the Board SH Against Abstain Abstain
5.3 Elect a Shareholder-Nominee to the Board SH Against Abstain Abstain
6 Announce Election of Director Mgmt
7 Various Announcements Mgmt
Shares Voted: 733,423
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Special Meeting Agenda Mgmt
1 Approve Draft Demergers Agreement Mgmt For For For
2 Approve Cancellation of Repurchased Shares Mgmt For For For
3 Approve Confidentiality Agreement with Ernst Mgmt For For For & Young
4 Authorize Board to Participate in Companies Mgmt For For For with Similar Business Interests
Elect Director: Items 5.1-5.3: Please Vote Mgmt FOR Only One Director; Otherwise Please ABSTAIN
5.1 Elect Dimitrios Georgoutsos as Director Mgmt For For For
5.2 Elect a Shareholder-Nominee to the Board SH Against Abstain Abstain
5.3 Elect a Shareholder-Nominee to the Board SH Against Abstain Abstain
6 Announce Election of Director Mgmt
7 Various Announcements Mgmt Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Farmer Bros. Co.
Meeting Date: 12/09/2020 Country: USA Primary Security ID: 307675108 Record Date: 10/13/2020 Meeting Type: Annual Ticker: FARM
Shares Voted: 6,569
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Allison M. Boersma Mgmt For For For
1.2 Elect Director Alfred Poe Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
Shares Voted: 9,994
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Allison M. Boersma Mgmt For For For
1.2 Elect Director Alfred Poe Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For For
GVC Holdings Plc
Meeting Date: 12/09/2020 Country: Isle of Man Primary Security ID: G427A6103 Record Date: 12/07/2020 Meeting Type: Special Ticker: GVC
Shares Voted: 827,166
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Change of Company Name to Entain Mgmt For For For plc; Adopt New Memorandum and Articles of Association Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
GVC Holdings Plc
Shares Voted: 1,301,763
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Change of Company Name to Entain Mgmt For For For plc; Adopt New Memorandum and Articles of Association
Cisco Systems, Inc.
Meeting Date: 12/10/2020 Country: USA Primary Security ID: 17275R102 Record Date: 10/12/2020 Meeting Type: Annual Ticker: CSCO
Shares Voted: 11,672,759
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director M. Michele Burns Mgmt For For For
1b Elect Director Wesley G. Bush Mgmt For For For
1c Elect Director Michael D. Capellas Mgmt For For For
1d Elect Director Mark Garrett Mgmt For For For
1e Elect Director Kristina M. Johnson Mgmt For For For
1f Elect Director Roderick C. McGeary Mgmt For For For
1g Elect Director Charles H. Robbins Mgmt For For For
1h Elect Director Arun Sarin - Withdrawn Mgmt
1i Elect Director Brenton L. Saunders Mgmt For For For
1j Elect Director Lisa T. Su Mgmt For For For
2 Change State of Incorporation from California Mgmt For For For to Delaware
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
6 Require Independent Board Chair SH Against For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cisco Systems, Inc.
Shares Voted: 1,901,205
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director M. Michele Burns Mgmt For For For
1b Elect Director Wesley G. Bush Mgmt For For For
1c Elect Director Michael D. Capellas Mgmt For For For
1d Elect Director Mark Garrett Mgmt For For For
1e Elect Director Kristina M. Johnson Mgmt For For For
1f Elect Director Roderick C. McGeary Mgmt For For For
1g Elect Director Charles H. Robbins Mgmt For For For
1h Elect Director Arun Sarin - Withdrawn Mgmt
1i Elect Director Brenton L. Saunders Mgmt For For For
1j Elect Director Lisa T. Su Mgmt For For For
2 Change State of Incorporation from California Mgmt For For For to Delaware
3 Amend Omnibus Stock Plan Mgmt For For For
4 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
5 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
6 Require Independent Board Chair SH Against For For
Fabrinet
Meeting Date: 12/10/2020 Country: Cayman Islands Primary Security ID: G3323L100 Record Date: 10/14/2020 Meeting Type: Annual Ticker: FN
Shares Voted: 15,931
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Seamus Grady Mgmt For For For
1.2 Elect Director Thomas F. Kelly Mgmt For For For
2 Ratify PricewaterhouseCoopers ABAS Ltd. as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Fabrinet
Shares Voted: 128
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Seamus Grady Mgmt For For For
1.2 Elect Director Thomas F. Kelly Mgmt For For For
2 Ratify PricewaterhouseCoopers ABAS Ltd. as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Medtronic plc
Meeting Date: 12/11/2020 Country: Ireland Primary Security ID: G5960L103 Record Date: 10/15/2020 Meeting Type: Annual Ticker: MDT
Shares Voted: 3,528,304
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard H. Anderson Mgmt For For For
1b Elect Director Craig Arnold Mgmt For For For
1c Elect Director Scott C. Donnelly Mgmt For For For
1d Elect Director Andrea J. Goldsmith Mgmt For For For
1e Elect Director Randall J. Hogan, III Mgmt For For For
1f Elect Director Michael O. Leavitt Mgmt For For For
1g Elect Director James T. Lenehan Mgmt For For For
1h Elect Director Kevin E. Lofton Mgmt For For For
1i Elect Director Geoffrey S. Martha Mgmt For For For
1j Elect Director Elizabeth G. Nabel Mgmt For For For
1k Elect Director Denise M. O'Leary Mgmt For For For
1l Elect Director Kendall J. Powell Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Medtronic plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Renew the Board's Authority to Issue Shares Mgmt For For For Under Irish Law
5 Renew the Board's Authority to Opt-Out of Mgmt For For For Statutory Pre-Emptions Rights Under Irish Law
6 Authorize Overseas Market Purchases of Mgmt For For For Ordinary Shares
Shares Voted: 556,969
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Richard H. Anderson Mgmt For For For
1b Elect Director Craig Arnold Mgmt For For For
1c Elect Director Scott C. Donnelly Mgmt For For For
1d Elect Director Andrea J. Goldsmith Mgmt For For For
1e Elect Director Randall J. Hogan, III Mgmt For For For
1f Elect Director Michael O. Leavitt Mgmt For For For
1g Elect Director James T. Lenehan Mgmt For For For
1h Elect Director Kevin E. Lofton Mgmt For For For
1i Elect Director Geoffrey S. Martha Mgmt For For For
1j Elect Director Elizabeth G. Nabel Mgmt For For For
1k Elect Director Denise M. O'Leary Mgmt For For For
1l Elect Director Kendall J. Powell Mgmt For For For
2 Approve PricewaterhouseCoopers LLP as Mgmt For For For Auditors and Authorize Board to Fix Their Remuneration
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Renew the Board's Authority to Issue Shares Mgmt For For For Under Irish Law
5 Renew the Board's Authority to Opt-Out of Mgmt For For For Statutory Pre-Emptions Rights Under Irish Law
6 Authorize Overseas Market Purchases of Mgmt For For For Ordinary Shares Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Cenovus Energy Inc.
Meeting Date: 12/15/2020 Country: Canada Primary Security ID: 15135U109 Record Date: 11/09/2020 Meeting Type: Special Ticker: CVE
Shares Voted: 948,389
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Issuance of Shares and Warrants in Mgmt For For For Connection with the Acquisition of Husky Energy Inc.
K12 Inc.
Meeting Date: 12/15/2020 Country: USA Primary Security ID: 48273U102 Record Date: 10/19/2020 Meeting Type: Annual Ticker: LRN
Shares Voted: 26,834
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Aida M. Alvarez Mgmt For For For
1b Elect Director Craig R. Barrett Mgmt For For For
1c Elect Director Guillermo Bron Mgmt For For For
1d Elect Director Robert L. Cohen Mgmt For For For
1e Elect Director Nathaniel A. Davis Mgmt For For For
1f Elect Director John M. Engler Mgmt For For For
1g Elect Director Steven B. Fink Mgmt For For For
1h Elect Director Victoria D. Harker Mgmt For For For
1i Elect Director Robert E. Knowling, Jr. Mgmt For For For
1j Elect Director Liza McFadden Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify BDO USA, LLP as Auditors Mgmt For For For
Shares Voted: 3,349
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Aida M. Alvarez Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
K12 Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1b Elect Director Craig R. Barrett Mgmt For For For
1c Elect Director Guillermo Bron Mgmt For For For
1d Elect Director Robert L. Cohen Mgmt For For For
1e Elect Director Nathaniel A. Davis Mgmt For For For
1f Elect Director John M. Engler Mgmt For For For
1g Elect Director Steven B. Fink Mgmt For For For
1h Elect Director Victoria D. Harker Mgmt For For For
1i Elect Director Robert E. Knowling, Jr. Mgmt For For For
1j Elect Director Liza McFadden Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
3 Ratify BDO USA, LLP as Auditors Mgmt For For For
AutoZone, Inc.
Meeting Date: 12/16/2020 Country: USA Primary Security ID: 053332102 Record Date: 10/19/2020 Meeting Type: Annual Ticker: AZO
Shares Voted: 372,165
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Douglas H. Brooks Mgmt For For For
1.2 Elect Director Linda A. Goodspeed Mgmt For For For
1.3 Elect Director Earl G. Graves, Jr. Mgmt For For For
1.4 Elect Director Enderson Guimaraes Mgmt For For For
1.5 Elect Director Michael M. Calbert Mgmt For For For
1.6 Elect Director D. Bryan Jordan Mgmt For For For
1.7 Elect Director Gale V. King Mgmt For For For
1.8 Elect Director George R. Mrkonic, Jr. Mgmt For For For
1.9 Elect Director William C. Rhodes, III Mgmt For For For
1.10 Elect Director Jill A. Soltau Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
AutoZone, Inc.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
Shares Voted: 181,168
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Douglas H. Brooks Mgmt For For For
1.2 Elect Director Linda A. Goodspeed Mgmt For For For
1.3 Elect Director Earl G. Graves, Jr. Mgmt For For For
1.4 Elect Director Enderson Guimaraes Mgmt For For For
1.5 Elect Director Michael M. Calbert Mgmt For For For
1.6 Elect Director D. Bryan Jordan Mgmt For For For
1.7 Elect Director Gale V. King Mgmt For For For
1.8 Elect Director George R. Mrkonic, Jr. Mgmt For For For
1.9 Elect Director William C. Rhodes, III Mgmt For For For
1.10 Elect Director Jill A. Soltau Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
BMC Stock Holdings, Inc.
Meeting Date: 12/22/2020 Country: USA Primary Security ID: 05591B109 Record Date: 11/13/2020 Meeting Type: Special Ticker: BMCH
Shares Voted: 700,164
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
BMC Stock Holdings, Inc.
Shares Voted: 151,453
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For For For
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Muyuan Foods Co., Ltd.
Meeting Date: 12/25/2020 Country: China Primary Security ID: Y6149B107 Record Date: 12/17/2020 Meeting Type: Special Ticker: 002714
Shares Voted: 255,790
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Adjustment on Validity Period in Mgmt For For For Connection to the Convertible Bond Issuance
2 Approve to Adjust the Plan on Convertible Mgmt For For For Bond Issuance
3 Approve Adjustment on Authorization of the Mgmt For For For Board to Handle All Matters Related to the Convertible Bond Issuance
4 Approve Related Party Transaction Mgmt For For For
5 Approve Guarantee Provision Plan Mgmt For For For
6 Approve Use of Own Funds for Capital Mgmt For For For Injection
Shares Voted: 114,630
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Adjustment on Validity Period in Mgmt For For For Connection to the Convertible Bond Issuance
2 Approve to Adjust the Plan on Convertible Mgmt For For For Bond Issuance
3 Approve Adjustment on Authorization of the Mgmt For For For Board to Handle All Matters Related to the Convertible Bond Issuance
4 Approve Related Party Transaction Mgmt For For For Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Muyuan Foods Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
5 Approve Guarantee Provision Plan Mgmt For For For
6 Approve Use of Own Funds for Capital Mgmt For For For Injection
Flutter Entertainment Plc
Meeting Date: 12/29/2020 Country: Ireland Primary Security ID: G3643J108 Record Date: 12/27/2020 Meeting Type: Special Ticker: FLTR
Shares Voted: 1,057
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition of the Fastball Shares by Mgmt For For For TSE Holdings Limited
Shares Voted: 33,661
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Acquisition of the Fastball Shares by Mgmt For For For TSE Holdings Limited
Companhia Brasileira de Distribuicao
Meeting Date: 12/31/2020 Country: Brazil Primary Security ID: P30558103 Record Date: Meeting Type: Special Ticker: PCAR3
Shares Voted: 47,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Ratify Magalhaes Andrade S/S Auditores Mgmt For For For Independentes as the Independent Firm to Appraise Proposed Transaction
2 Approve Independent Firm's Appraisal Re: Mgmt For For For Sendas Distribuidora S.A. (Sendas)
3 Approve Agreement for Partial Spin-Off of Mgmt For For For Sendas Distribuidora S.A. (Sendas) and Absorption of Partial Spun-Off Assets Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Companhia Brasileira de Distribuicao
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4 Approve Partial Spin-Off of Sendas Mgmt For For For Distribuidora S.A. (Sendas) and Absorption of Partial Spun-Off Assets
5 Authorize Executives to Ratify and Execute Mgmt For For For Approved Resolutions
6 Ratify Magalhaes Andrade S/S Auditores Mgmt For For For Independentes as the Independent Firm to Appraise Proposed Transaction
7 Approve Independent Firm's Appraisal Re: Mgmt For For For Companhia Brasileira de Distribuicao (CBD)
8 Approve Agreement for Partial Spin-Off of Mgmt For For For Companhia Brasileira de Distribuicao (CBD) and Absorption of Partial Spun-Off Assets by Sendas Distribuidora S.A. (Sendas)
9 Approve Partial Spin-Off of Companhia Mgmt For For For Brasileira de Distribuicao (CBD) and Absorption of Partial Spun-Off Assets by Sendas Distribuidora S.A. (Sendas)
10 Authorize Executives to Ratify and Execute Mgmt For For For Approved Resolutions
11 Amend Article 4 to Reflect Changes in Capital Mgmt For For For
12 Consolidate Bylaws Mgmt For For For
Shares Voted: 21,400
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Ratify Magalhaes Andrade S/S Auditores Mgmt For For For Independentes as the Independent Firm to Appraise Proposed Transaction
2 Approve Independent Firm's Appraisal Re: Mgmt For For For Sendas Distribuidora S.A. (Sendas)
3 Approve Agreement for Partial Spin-Off of Mgmt For For For Sendas Distribuidora S.A. (Sendas) and Absorption of Partial Spun-Off Assets
4 Approve Partial Spin-Off of Sendas Mgmt For For For Distribuidora S.A. (Sendas) and Absorption of Partial Spun-Off Assets
5 Authorize Executives to Ratify and Execute Mgmt For For For Approved Resolutions
6 Ratify Magalhaes Andrade S/S Auditores Mgmt For For For Independentes as the Independent Firm to Appraise Proposed Transaction
7 Approve Independent Firm's Appraisal Re: Mgmt For For For Companhia Brasileira de Distribuicao (CBD) Vote Summary Report
Reporting Period: 01/01/2020 to 12/31/2020 Location(s): All Locations Institution Account(s): All Institution Accounts
Companhia Brasileira de Distribuicao
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
8 Approve Agreement for Partial Spin-Off of Mgmt For For For Companhia Brasileira de Distribuicao (CBD) and Absorption of Partial Spun-Off Assets by Sendas Distribuidora S.A. (Sendas)
9 Approve Partial Spin-Off of Companhia Mgmt For For For Brasileira de Distribuicao (CBD) and Absorption of Partial Spun-Off Assets by Sendas Distribuidora S.A. (Sendas)
10 Authorize Executives to Ratify and Execute Mgmt For For For Approved Resolutions
11 Amend Article 4 to Reflect Changes in Capital Mgmt For For For
12 Consolidate Bylaws Mgmt For For For