FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF
REGISTERED MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number 811-07619
Nuveen Investment Trust
(Exact name of registrant as specified in charter)
333 West Wacker Drive, Chicago, Illinois 60606
(Address of principal executive offices) (Zip Code)
Greg A. Bottjer – Chief Administrative Officer
(Name and address of agent for service)
Registrant’s telephone number, including area code: 312-917-7700
Date of fiscal year-end: June 30
Date of reporting period: June 30, 2020
Item 1. Proxy Voting Record
FORM N-PX
ICA File Number: 811-07619
Registrant Name: Nuveen Investment Trust
Reporting Period: 07/01/2019 - 06/30/2020
Nuveen Equity Market Neutral Fund
| ABBVIE INC. Meeting Date: MAY 08, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABBV Security ID: 00287Y109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Edward M. Liddy | Management | For | For |
| 1.3 | Elect Director Melody B. Meyer | Management | For | For |
| 1.4 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 6 | Require Independent Board Chairman | Shareholder | Against | Against |
| 7 | Report on Integrating Risks Related to Drug Pricing into Senior Executive Compensation | Shareholder | Against | For |
| ACUITY BRANDS, INC. Meeting Date: JAN 08, 2020 Record Date: NOV 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AYI Security ID: 00508Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Patrick Battle | Management | For | For |
| 1b | Elect Director Peter C. Browning | Management | For | For |
| 1c | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1d | Elect Director James H. Hance, Jr. | Management | For | For |
| 1e | Elect Director Robert F. McCullough | Management | For | For |
| 1f | Elect Director Vernon J. Nagel | Management | For | For |
| 1g | Elect Director Dominic J. Pileggi | Management | For | For |
| 1h | Elect Director Ray M. Robinson | Management | For | For |
| 1i | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| AGCO CORPORATION Meeting Date: APR 30, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AGCO Security ID: 001084102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roy V. Armes | Management | For | For |
| 1.2 | Elect Director Michael C. Arnold | Management | For | For |
| 1.3 | Elect Director Sondra L. Barbour | Management | For | For |
| 1.4 | Elect Director P. George Benson | Management | For | For |
| 1.5 | Elect Director Suzanne P. Clark | Management | For | For |
| 1.6 | Elect Director Wolfgang Deml | Management | For | For |
| 1.7 | Elect Director George E. Minnich | Management | For | For |
| 1.8 | Elect Director Martin H. Richenhagen | Management | For | For |
| 1.9 | Elect Director Gerald L. Shaheen | Management | For | For |
| 1.10 | Elect Director Mallika Srinivasan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditor | Management | For | For |
| ALEXION PHARMACEUTICALS, INC. Meeting Date: MAY 13, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ALXN Security ID: 015351109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Felix J. Baker | Management | For | For |
| 1.2 | Elect Director David R. Brennan | Management | For | For |
| 1.3 | Elect Director Christopher J. Coughlin | Management | For | For |
| 1.4 | Elect Director Deborah Dunsire | Management | For | For |
| 1.5 | Elect Director Paul A. Friedman | Management | For | For |
| 1.6 | Elect Director Ludwig N. Hantson | Management | For | For |
| 1.7 | Elect Director John T. Mollen | Management | For | For |
| 1.8 | Elect Director Francois Nader | Management | For | For |
| 1.9 | Elect Director Judith A. Reinsdorf | Management | For | For |
| 1.10 | Elect Director Andreas Rummelt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 05, 2020 Record Date: JAN 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ornella Barra | Management | For | For |
| 1.2 | Elect Director Steven H. Collis | Management | For | For |
| 1.3 | Elect Director D. Mark Durcan | Management | For | For |
| 1.4 | Elect Director Richard W. Gochnauer | Management | For | For |
| 1.5 | Elect Director Lon R. Greenberg | Management | For | For |
| 1.6 | Elect Director Jane E. Henney | Management | For | For |
| 1.7 | Elect Director Kathleen W. Hyle | Management | For | For |
| 1.8 | Elect Director Michael J. Long | Management | For | For |
| 1.9 | Elect Director Henry W. McGee | Management | For | For |
| 1.10 | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Adopt Policy on Bonus Banking | Shareholder | Against | For |
| ANTERO MIDSTREAM CORPORATION Meeting Date: JUN 17, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AM Security ID: 03676B102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Howard Keenan, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Peter A. Dea | Management | For | Withhold |
| 1.3 | Elect Director Janine J. McArdle | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ANTERO RESOURCES CORPORATION Meeting Date: JUN 17, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AR Security ID: 03674X106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | For |
| 1.2 | Elect Director Glen C. Warren, Jr. | Management | For | For |
| 1.3 | Elect Director Thomas B. Tyree, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Reverse Stock Split | Management | For | For |
| ANTHEM, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ANTM Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| APPLE INC. Meeting Date: FEB 26, 2020 Record Date: JAN 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AAPL Security ID: 037833100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | For |
| 1e | Elect Director Art Levinson | Management | For | For |
| 1f | Elect Director Ron Sugar | Management | For | For |
| 1g | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Proxy Access Amendments | Shareholder | Against | For |
| 5 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation | Shareholder | Against | Against |
| 6 | Report on Freedom of Expression and Access to Information Policies | Shareholder | Against | For |
| ARAMARK Meeting Date: JAN 29, 2020 Record Date: DEC 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ARMK Security ID: 03852U106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan M. Cameron | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director Calvin Darden | Management | For | For |
| 1d | Elect Director Richard W. Dreiling | Management | For | For |
| 1e | Elect Director Irene M. Esteves | Management | For | For |
| 1f | Elect Director Daniel J. Heinrich | Management | For | For |
| 1g | Elect Director Paul C. Hilal | Management | For | For |
| 1h | Elect Director Karen M. King | Management | For | For |
| 1i | Elect Director Stephen I. Sadove | Management | For | For |
| 1j | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Permit Shareholders to Call a Special Meeting of Shareholders and Delete Certain Obsolete Provisions | Management | For | For |
| ARMSTRONG WORLD INDUSTRIES, INC. Meeting Date: JUL 11, 2019 Record Date: APR 23, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AWI Security ID: 04247X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stan A. Askren | Management | For | For |
| 1.2 | Elect Director Victor D. Grizzle | Management | For | For |
| 1.3 | Elect Director Tao Huang | Management | For | For |
| 1.4 | Elect Director Barbara L. Loughran | Management | For | For |
| 1.5 | Elect Director Larry S. McWilliams | Management | For | For |
| 1.6 | Elect Director James C. Melville | Management | For | For |
| 1.7 | Elect Director John J. Roberts | Management | For | For |
| 1.8 | Elect Director Wayne R. Shurts | Management | For | For |
| 1.9 | Elect Director Roy W. Templin | Management | For | For |
| 1.10 | Elect Director Cherryl T. Thomas | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARROW ELECTRONICS, INC. Meeting Date: MAY 13, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ARW Security ID: 042735100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry W. Perry | Management | For | For |
| 1.2 | Elect Director William F. Austen | Management | For | For |
| 1.3 | Elect Director Steven H. Gunby | Management | For | For |
| 1.4 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.5 | Elect Director Richard S. Hill | Management | For | For |
| 1.6 | Elect Director M.F. (Fran) Keeth | Management | For | For |
| 1.7 | Elect Director Andrew C. Kerin | Management | For | For |
| 1.8 | Elect Director Laurel J. Krzeminski | Management | For | For |
| 1.9 | Elect Director Michael J. Long | Management | For | For |
| 1.10 | Elect Director Stephen C. Patrick | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ASSURED GUARANTY LTD. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AGO Security ID: G0585R106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francisco L. Borges | Management | For | For |
| 1b | Elect Director G. Lawrence Buhl | Management | For | For |
| 1c | Elect Director Dominic J. Frederico | Management | For | For |
| 1d | Elect Director Bonnie L. Howard | Management | For | For |
| 1e | Elect Director Thomas W. Jones | Management | For | For |
| 1f | Elect Director Patrick W. Kenny | Management | For | For |
| 1g | Elect Director Alan J. Kreczko | Management | For | For |
| 1h | Elect Director Simon W. Leathes | Management | For | For |
| 1i | Elect Director Michael T. O'Kane | Management | For | For |
| 1j | Elect Director Yukiko Omura | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4aa | Elect Howard W. Albert as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ab | Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ac | Elect Russell B. Brewer, II as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ad | Elect Gary Burnet as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ae | Elect Ling Chow as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4af | Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ag | Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ah | Elect Walter A. Scott as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4B | Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd | Management | For | For |
| ATHENE HOLDING LTD. Meeting Date: FEB 12, 2020 Record Date: NOV 12, 2019 Meeting Type: SPECIAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Bylaws | Management | For | For |
| 2 | Approve Conversion of Class B Common Shares | Management | For | For |
| 3 | Approve Conversion of Class M Common Shares | Management | For | For |
| 4 | Approve Issuance of Shares Pursuant to Transactions with Related Parties | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| A | Shareholder Represents that Neither they nor Any of its Tax Attributed Affiliates Owns Any Class B Shares or Any Equity Interests of Apollo Global Management or AP Alternative Assets. If You do not Mark Yes your Vote may Not Count. For = Yes; Against= No | Management | None | For |
| B | Shareholder Represents that it is Neither an Employee of Apollo Group nor a Management Shareholder, If You do not Mark Yes your Vote may Not Count For = Yes and Against= No | Management | None | For |
| AUTODESK, INC. Meeting Date: JUN 18, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Betsy Rafael | Management | For | For |
| 1j | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVNET, INC. Meeting Date: NOV 19, 2019 Record Date: SEP 20, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AVT Security ID: 053807103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director William J. Amelio | Management | For | For |
| 1c | Elect Director Carlo Bozotti | Management | For | For |
| 1d | Elect Director Michael A. Bradley | Management | For | For |
| 1e | Elect Director Brenda L. Freeman | Management | For | For |
| 1f | Elect Director Jo Ann Jenkins | Management | For | For |
| 1g | Elect Director Oleg Khaykin | Management | For | For |
| 1h | Elect Director James A. Lawrence | Management | For | For |
| 1i | Elect Director Avid Modjtabai | Management | For | For |
| 1j | Elect Director Adalio T. Sanchez | Management | For | For |
| 1k | Elect Director William H. Schumann, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BEST BUY CO., INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director Kathy J. Higgins Victor | Management | For | For |
| 1e | Elect Director David W. Kenny | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Thomas L. "Tommy" Millner | Management | For | For |
| 1h | Elect Director Claudia F. Munce | Management | For | For |
| 1i | Elect Director Richelle P. Parham | Management | For | For |
| 1j | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article IX | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement to Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws | Management | For | For |
| 7 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article X | Management | For | For |
| 8 | Amend the Anti-Greenmail Provision Voting Standard in Article X, Section 2 | Management | For | For |
| BIOGEN INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIIB Security ID: 09062X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexander J. Denner | Management | For | For |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director William A. Hawkins | Management | For | For |
| 1d | Elect Director Nancy L. Leaming | Management | For | For |
| 1e | Elect Director Jesus B. Mantas | Management | For | For |
| 1f | Elect Director Richard C. Mulligan | Management | For | For |
| 1g | Elect Director Robert W. Pangia | Management | For | For |
| 1h | Elect Director Stelios Papadopoulos | Management | For | For |
| 1i | Elect Director Brian S. Posner | Management | For | For |
| 1j | Elect Director Eric K. Rowinsky | Management | For | For |
| 1k | Elect Director Stephen A. Sherwin | Management | For | For |
| 1l | Elect Director Michel Vounatsos | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOOKING HOLDINGS INC. Meeting Date: JUN 04, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BKNG Security ID: 09857L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy M. Armstrong | Management | For | For |
| 1.2 | Elect Director Jeffery H. Boyd | Management | For | For |
| 1.3 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.4 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.5 | Elect Director Wei Hopeman | Management | For | For |
| 1.6 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.7 | Elect Director Charles H. Noski | Management | For | For |
| 1.8 | Elect Director Nicholas J. Read | Management | For | For |
| 1.9 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.10 | Elect Director Bob van Dijk | Management | For | For |
| 1.11 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 1.12 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION Meeting Date: JUL 25, 2019 Record Date: JUN 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: BAH Security ID: 099502106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Ellen Jewett | Management | For | For |
| 1c | Elect Director Arthur E. Johnson | Management | For | For |
| 1d | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Classes of Common Stock | Management | For | For |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. Meeting Date: NOV 14, 2019 Record Date: SEP 19, 2019 Meeting Type: ANNUAL | ||||
| Ticker: BR Security ID: 11133T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Richard J. Daly | Management | For | For |
| 1d | Elect Director Robert N. Duelks | Management | For | For |
| 1e | Elect Director Timothy C. Gokey | Management | For | For |
| 1f | Elect Director Brett A. Keller | Management | For | For |
| 1g | Elect Director Maura A. Markus | Management | For | For |
| 1h | Elect Director Thomas J. Perna | Management | For | For |
| 1i | Elect Director Alan J. Weber | Management | For | For |
| 1j | Elect Director Amit K. Zavery | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BURLINGTON STORES, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BURL Security ID: 122017106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ted English | Management | For | For |
| 1.2 | Elect Director Jordan Hitch | Management | For | For |
| 1.3 | Elect Director Mary Ann Tocio | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CARDINAL HEALTH, INC. Meeting Date: NOV 06, 2019 Record Date: SEP 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen F. Arnold | Management | For | For |
| 1.2 | Elect Director Carrie S. Cox | Management | For | For |
| 1.3 | Elect Director Calvin Darden | Management | For | For |
| 1.4 | Elect Director Bruce L. Downey | Management | For | For |
| 1.5 | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1.6 | Elect Director Akhil Johri | Management | For | For |
| 1.7 | Elect Director Michael C. Kaufmann | Management | For | For |
| 1.8 | Elect Director Gregory B. Kenny | Management | For | For |
| 1.9 | Elect Director Nancy Killefer | Management | For | For |
| 1.10 | Elect Director J. Michael Losh | Management | For | For |
| 1.11 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.12 | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARLISLE COMPANIES INCORPORATED Meeting Date: MAY 06, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CSL Security ID: 142339100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Bohn | Management | For | For |
| 1.2 | Elect Director Gregg A. Ostrander | Management | For | For |
| 1.3 | Elect Director Jesse G. Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Curtis F. Feeny | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Shira D. Goodman | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Robert E. Sulentic | Management | For | For |
| 1i | Elect Director Laura D. Tyson | Management | For | For |
| 1j | Elect Director Ray Wirta | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CENTURYLINK, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CTL Security ID: 156700106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martha H. Bejar | Management | For | For |
| 1b | Elect Director Virginia Boulet | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director W. Bruce Hanks | Management | For | For |
| 1h | Elect Director Hal S. Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 1k | Elect Director Jeffrey K. Storey | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CINTAS CORPORATION Meeting Date: OCT 29, 2019 Record Date: SEP 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director James J. Johnson | Management | For | For |
| 1h | Elect Director Joseph Scaminace | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 10, 2019 Record Date: OCT 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director Kristina M. Johnson | Management | For | For |
| 1f | Elect Director Roderick C. McGeary | Management | For | For |
| 1g | Elect Director Charles H. Robbins | Management | For | For |
| 1h | Elect Director Arun Sarin | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Carol B. Tome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| CITIGROUP INC. Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: C Security ID: 172967424 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Corbat | Management | For | For |
| 1b | Elect Director Ellen M. Costello | Management | For | For |
| 1c | Elect Director Grace E. Dailey | Management | For | For |
| 1d | Elect Director Barbara J. Desoer | Management | For | For |
| 1e | Elect Director John C. Dugan | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Lew W. (Jay) Jacobs, IV | Management | For | For |
| 1j | Elect Director Renee J. James | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Diana L. Taylor | Management | For | For |
| 1m | Elect Director James S. Turley | Management | For | For |
| 1n | Elect Director Deborah C. Wright | Management | For | For |
| 1o | Elect Director Alexander R. Wynaendts | Management | For | For |
| 1p | Elect Director Ernesto Zedillo Ponce de Leon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Proxy Access Right | Shareholder | Against | For |
| 6 | Review on Governance Documents | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CITRIX SYSTEMS, INC. Meeting Date: JUN 03, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CTXS Security ID: 177376100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Nanci E. Caldwell | Management | For | For |
| 1c | Elect Director Robert D. Daleo | Management | For | For |
| 1d | Elect Director Murray J. Demo | Management | For | For |
| 1e | Elect Director Ajei S. Gopal | Management | For | For |
| 1f | Elect Director David J. Henshall | Management | For | For |
| 1g | Elect Director Thomas E. Hogan | Management | For | For |
| 1h | Elect Director Moira A. Kilcoyne | Management | For | For |
| 1i | Elect Director Peter J. Sacripanti | Management | For | For |
| 1j | Elect Director J. Donald Sherman | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COSTCO WHOLESALE CORPORATION Meeting Date: JAN 22, 2020 Record Date: NOV 18, 2019 Meeting Type: ANNUAL | ||||
| Ticker: COST Security ID: 22160K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan L. Decker | Management | For | For |
| 1.2 | Elect Director Richard A. Galanti | Management | For | For |
| 1.3 | Elect Director Sally Jewell | Management | For | For |
| 1.4 | Elect Director Charles T. Munger | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 5 | Disclose Board Diversity and Qualifications Matrix | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 12, 2020 Record Date: MAR 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Robert J. Bernhard | Management | For | For |
| 3 | Elect Director Franklin R. Chang Diaz | Management | For | For |
| 4 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 5 | Elect Director Stephen B. Dobbs | Management | For | For |
| 6 | Elect Director Robert K. Herdman | Management | For | For |
| 7 | Elect Director Alexis M. Herman | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Karen H. Quintos | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 14 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| DAVITA INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DVA Security ID: 23918K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Pascal Desroches | Management | For | For |
| 1e | Elect Director Paul J. Diaz | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Report on Political Contributions | Shareholder | Against | For |
| DELL TECHNOLOGIES INC. Meeting Date: JUL 09, 2019 Record Date: MAY 13, 2019 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 1.6 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.7 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| DEVON ENERGY CORPORATION Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DVN Security ID: 25179M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director David A. Hager | Management | For | For |
| 1.5 | Elect Director Robert H. Henry | Management | For | For |
| 1.6 | Elect Director Michael M. Kanovsky | Management | For | For |
| 1.7 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.8 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.9 | Elect Director Duane C. Radtke | Management | For | For |
| 1.10 | Elect Director Keith O. Rattie | Management | For | For |
| 1.11 | Elect Director Mary P. Ricciardello | Management | For | For |
| 2 | Ratify KPMG LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DOMTAR CORPORATION Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UFS Security ID: 257559203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Giannella Alvarez | Management | For | For |
| 1.2 | Elect Director Robert E. Apple | Management | For | For |
| 1.3 | Elect Director David J. Illingworth | Management | For | For |
| 1.4 | Elect Director Brian M. Levitt | Management | For | For |
| 1.5 | Elect Director David G. Maffucci | Management | For | For |
| 1.6 | Elect Director Pamela B. Strobel | Management | For | For |
| 1.7 | Elect Director Denis Turcotte | Management | For | For |
| 1.8 | Elect Director John D. Williams | Management | For | For |
| 1.9 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| EBAY INC. Meeting Date: JUN 29, 2020 Record Date: MAY 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony J. Bates | Management | For | For |
| 1b | Elect Director Adriane M. Brown | Management | For | For |
| 1c | Elect Director Jesse A. Cohn | Management | For | For |
| 1d | Elect Director Diana Farrell | Management | For | For |
| 1e | Elect Director Logan D. Green | Management | For | For |
| 1f | Elect Director Bonnie S. Hammer | Management | For | For |
| 1g | Elect Director Jamie Iannone | Management | For | For |
| 1h | Elect Director Kathleen C. Mitic | Management | For | For |
| 1i | Elect Director Matthew J. Murphy | Management | For | For |
| 1j | Elect Director Pierre M. Omidyar | Management | For | For |
| 1k | Elect Director Paul S. Pressler | Management | For | For |
| 1l | Elect Director Robert H. Swan | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| EQT CORPORATION Meeting Date: MAY 01, 2020 Record Date: FEB 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Philip G. Behrman | Management | For | For |
| 1.3 | Elect Director Lee M. Canaan | Management | For | For |
| 1.4 | Elect Director Janet L. Carrig | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Stephen A. Thorington | Management | For | For |
| 1.12 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amending Governing Documents and Removing Directors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EVERCORE INC. Meeting Date: JUN 16, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EVR Security ID: 29977A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger C. Altman | Management | For | For |
| 1.2 | Elect Director Richard I. Beattie | Management | For | For |
| 1.3 | Elect Director Pamela G. Carlton | Management | For | For |
| 1.4 | Elect Director Ellen V. Futter | Management | For | For |
| 1.5 | Elect Director Gail B. Harris | Management | For | For |
| 1.6 | Elect Director Robert B. Millard | Management | For | For |
| 1.7 | Elect Director Willard J. Overlock, Jr. | Management | For | For |
| 1.8 | Elect Director Simon M. Robertson | Management | For | For |
| 1.9 | Elect Director Ralph L. Schlosstein | Management | For | For |
| 1.10 | Elect Director John S. Weinberg | Management | For | For |
| 1.11 | Elect Director William J. Wheeler | Management | For | For |
| 1.12 | Elect Director Sarah K. Williamson | Management | For | For |
| 1.13 | Elect Director Kendrick R. Wilson, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: DEC 03, 2019 Record Date: OCT 07, 2019 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Craig A. Jacobson | Management | For | For |
| 1g | Elect Director Victor A. Kaufman | Management | For | Withhold |
| 1h | Elect Director Peter M. Kern | Management | For | Withhold |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Mark D. Okerstrom | Management | For | Withhold |
| 1k | Elect Director Alexander von Furstenberg | Management | For | Withhold |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2a | Approve Securities Transfer Restrictions | Management | For | For |
| 2b | Approve Change-of-Control Clause | Management | For | For |
| 3 | Ratify Ernst & Young as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | For |
| 1f | Elect Director Jon T. Gieselman | Management | For | For |
| 1g | Elect Director Craig A. Jacobson | Management | For | For |
| 1h | Elect Director Peter M. Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | For |
| 1j | Elect Director Greg Mondre | Management | For | For |
| 1k | Elect Director David Sambur | Management | For | For |
| 1l | Elect Director Alexander von Furstenberg | Management | For | For |
| 1m | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young as Auditors | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| FAIR ISAAC CORPORATION Meeting Date: MAR 04, 2020 Record Date: JAN 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FICO Security ID: 303250104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Braden R. Kelly | Management | For | For |
| 1b | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1c | Elect Director A. George Battle | Management | For | For |
| 1d | Elect Director James D. Kirsner | Management | For | For |
| 1e | Elect Director William J. Lansing | Management | For | For |
| 1f | Elect Director Eva Manolis | Management | For | For |
| 1g | Elect Director Marc F. McMorris | Management | For | For |
| 1h | Elect Director Joanna Rees | Management | For | For |
| 1i | Elect Director David A. Rey | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FORD MOTOR COMPANY Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: F Security ID: 345370860 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Anthony F. Earley, Jr. | Management | For | For |
| 1c | Elect Director Edsel B. Ford, II | Management | For | For |
| 1d | Elect Director William Clay Ford, Jr. | Management | For | For |
| 1e | Elect Director James P. Hackett | Management | For | For |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director William E. Kennard | Management | For | For |
| 1h | Elect Director John C. Lechleiter | Management | For | For |
| 1i | Elect Director Beth E. Mooney | Management | For | For |
| 1j | Elect Director John L. Thornton | Management | For | For |
| 1k | Elect Director John B. Veihmeyer | Management | For | For |
| 1l | Elect Director Lynn M. Vojvodich | Management | For | For |
| 1m | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| FORTINET, INC. Meeting Date: JUN 19, 2020 Record Date: APR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FTNT Security ID: 34959E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kelly Ducourty | Management | For | For |
| 1.4 | Elect Director Jean Hu | Management | For | For |
| 1.5 | Elect Director Ming Hsieh | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Christopher B. Paisley | Management | For | For |
| 1.8 | Elect Director Judith Sim | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Prepare Employment Diversity Report | Shareholder | Against | For |
| GATES INDUSTRIAL CORPORATION PLC Meeting Date: JUN 22, 2020 Record Date: MAY 08, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GTES Security ID: G39108108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James W. Ireland, III | Management | For | For |
| 1.2 | Elect Director Ivo Jurek | Management | For | For |
| 1.3 | Elect Director Julia C. Kahr | Management | For | Against |
| 1.4 | Elect Director Terry Klebe | Management | For | For |
| 1.5 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.6 | Elect Director Wilson S. Neely | Management | For | For |
| 1.7 | Elect Director Neil P. Simpkins | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 5 | Ratify Deloitte LLP as UK Statutory Auditor | Management | For | For |
| 6 | Authorize Audit Committee to Fix Remuneration of UK Statutory Auditors | Management | For | For |
| GENESEE & WYOMING INC. Meeting Date: OCT 03, 2019 Record Date: AUG 19, 2019 Meeting Type: SPECIAL | ||||
| Ticker: GWR Security ID: 371559105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| GRAPHIC PACKAGING HOLDING COMPANY Meeting Date: MAY 20, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GPK Security ID: 388689101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael P. Doss | Management | For | For |
| 1.2 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.3 | Elect Director Larry M. Venturelli | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| H&R BLOCK, INC. Meeting Date: SEP 12, 2019 Record Date: JUL 12, 2019 Meeting Type: ANNUAL | ||||
| Ticker: HRB Security ID: 093671105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Angela N. Archon | Management | For | For |
| 1b | Elect Director Paul J. Brown | Management | For | For |
| 1c | Elect Director Robert A. Gerard | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director David Baker Lewis | Management | For | For |
| 1g | Elect Director Victoria J. Reich | Management | For | For |
| 1h | Elect Director Bruce C. Rohde | Management | For | For |
| 1i | Elect Director Matthew E. Winter | Management | For | For |
| 1j | Elect Director Christianna Wood | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HERBALIFE NUTRITION LTD. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HLF Security ID: G4412G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Agwunobi | Management | For | For |
| 1.2 | Elect Director James L. Nelson | Management | For | For |
| 1.3 | Elect Director Richard H. Carmona | Management | For | For |
| 1.4 | Elect Director Jonathan Christodoro | Management | For | For |
| 1.5 | Elect Director Hunter C. Gary | Management | For | For |
| 1.6 | Elect Director Nicholas Graziano | Management | For | For |
| 1.7 | Elect Director Alan LeFevre | Management | For | For |
| 1.8 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.9 | Elect Director Juan Miguel Mendoza | Management | For | For |
| 1.10 | Elect Director Michael Montelongo | Management | For | For |
| 1.11 | Elect Director Maria Otero | Management | For | For |
| 1.12 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.13 | Elect Director John Tartol | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Articles of Association to Eliminate the Casting Vote | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| HUMANA INC. Meeting Date: APR 23, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1b | Elect Director Frank J. Bisignano | Management | For | For |
| 1c | Elect Director Bruce D. Broussard | Management | For | For |
| 1d | Elect Director Frank A. D'Amelio | Management | For | For |
| 1e | Elect Director W. Roy Dunbar | Management | For | For |
| 1f | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1g | Elect Director John W. Garratt | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director James J. O'Brien | Management | For | For |
| 1l | Elect Director Marissa T. Peterson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| �� | HYATT HOTELS CORPORATION Meeting Date: MAY 20, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | |||
|---|---|---|---|---|
| Ticker: H Security ID: 448579102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Pritzker | Management | For | For |
| 1.2 | Elect Director Pamela M. Nicholson | Management | For | For |
| 1.3 | Elect Director Richard C. Tuttle | Management | For | For |
| 1.4 | Elect Director James H. Wooten, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INTERNATIONAL GAME TECHNOLOGY PLC Meeting Date: JUN 25, 2020 Record Date: JUN 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IGT Security ID: G4863A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Director Beatrice Bassey | Management | For | For |
| 4 | Elect Director Massimiliano Chiara | Management | For | For |
| 5 | Elect Director Alberto Dessy | Management | For | For |
| 6 | Elect Director Marco Drago | Management | For | For |
| 7 | Elect Director James McCann | Management | For | For |
| 8 | Elect Director Heather McGregor | Management | For | For |
| 9 | Elect Director Lorenzo Pellicioli | Management | For | For |
| 10 | Elect Director Samantha Ravich | Management | For | For |
| 11 | Elect Director Vincent Sadusky | Management | For | For |
| 12 | Elect Director Gianmario Tondato Da Ruos | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve EU Political Donations | Management | For | For |
| 16 | Authorize Issue of Equity | Management | For | For |
| 17 | Issue of Equity or Equity-Linked Securities without Pre-emptive Rights | Management | For | For |
| 18 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| INTERNATIONAL PAPER COMPANY Meeting Date: MAY 11, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IP Security ID: 460146103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Christopher M. Connor | Management | For | For |
| 1c | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1d | Elect Director Ilene S. Gordon | Management | For | For |
| 1e | Elect Director Anders Gustafsson | Management | For | For |
| 1f | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1g | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| JABIL INC. Meeting Date: JAN 23, 2020 Record Date: NOV 29, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JBL Security ID: 466313103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anousheh Ansari | Management | For | For |
| 1.2 | Elect Director Martha F. Brooks | Management | For | For |
| 1.3 | Elect Director Christopher S. Holland | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Mark T. Mondello | Management | For | For |
| 1.6 | Elect Director John C. Plant | Management | For | For |
| 1.7 | Elect Director Steven A. Raymund | Management | For | For |
| 1.8 | Elect Director Thomas A. Sansone | Management | For | For |
| 1.9 | Elect Director David M. Stout | Management | For | For |
| 1.10 | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JAZZ PHARMACEUTICALS PLC Meeting Date: AUG 01, 2019 Record Date: JUN 05, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JAZZ Security ID: G50871105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul L. Berns | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JONES LANG LASALLE INCORPORATED Meeting Date: MAY 28, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JLL Security ID: 48020Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1d | Elect Director Ming Lu | Management | For | For |
| 1e | Elect Director Bridget A. Macaskill | Management | For | For |
| 1f | Elect Director Deborah H. McAneny | Management | For | For |
| 1g | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1h | Elect Director Martin H. Nesbitt | Management | For | For |
| 1i | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1j | Elect Director Sheila A. Penrose | Management | For | For |
| 1k | Elect Director Ann Marie Petach | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| KOSMOS ENERGY LTD. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KOS Security ID: 500688106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Andrew G. Inglis | Management | For | For |
| 1B | Elect Director Richard Dearlove | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| LAM RESEARCH CORPORATION Meeting Date: NOV 05, 2019 Record Date: SEP 06, 2019 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sohail U. Ahmed | Management | For | For |
| 1.2 | Elect Director Timothy M. Archer | Management | For | For |
| 1.3 | Elect Director Eric K. Brandt | Management | For | For |
| 1.4 | Elect Director Michael R. Cannon | Management | For | For |
| 1.5 | Elect Director Youssef A. El-Mansy | Management | For | For |
| 1.6 | Elect Director Catherine P. Lego | Management | For | For |
| 1.7 | Elect Director Bethany J. Mayer | Management | For | For |
| 1.8 | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1.9 | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1.10 | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LANDSTAR SYSTEM, INC. Meeting Date: MAY 19, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LSTR Security ID: 515098101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David G. Bannister | Management | For | For |
| 1b | Elect Director George P. Scanlon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director William H. Cunningham | Management | For | For |
| 1.3 | Elect Director Dennis R. Glass | Management | For | For |
| 1.4 | Elect Director George W. Henderson, III | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Michael F. Mee | Management | For | For |
| 1.9 | Elect Director Patrick S. Pittard | Management | For | For |
| 1.10 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Special Meeting Right Provisions | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| LPL FINANCIAL HOLDINGS INC. Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LPLA Security ID: 50212V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Allison H. Mnookin | Management | For | For |
| 1f | Elect Director Anne M. Mulcahy | Management | For | For |
| 1g | Elect Director James S. Putnam | Management | For | For |
| 1h | Elect Director Richard P. Schifter | Management | For | For |
| 1i | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MANPOWERGROUP, INC. Meeting Date: MAY 08, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MAN Security ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Gina R. Boswell | Management | For | For |
| 1B | Elect Director Cari M. Dominguez | Management | For | For |
| 1C | Elect Director William Downe | Management | For | For |
| 1D | Elect Director John F. Ferraro | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Jonas Prising | Management | For | For |
| 1I | Elect Director Paul Read | Management | For | For |
| 1J | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1K | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| MCKESSON CORPORATION Meeting Date: JUL 31, 2019 Record Date: JUN 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Caruso | Management | For | For |
| 1.2 | Elect Director N. Anthony Coles | Management | For | For |
| 1.3 | Elect Director M. Christine Jacobs | Management | For | For |
| 1.4 | Elect Director Donald R. Knauss | Management | For | For |
| 1.5 | Elect Director Marie L. Knowles | Management | For | For |
| 1.6 | Elect Director Bradley E. Lerman | Management | For | For |
| 1.7 | Elect Director Edward A. Mueller | Management | For | For |
| 1.8 | Elect Director Susan R. Salka | Management | For | For |
| 1.9 | Elect Director Brian S. Tyler | Management | For | For |
| 1.10 | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| MICROSOFT CORPORATION Meeting Date: DEC 04, 2019 Record Date: OCT 08, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William H. Gates, III | Management | For | For |
| 1.2 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.3 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.4 | Elect Director Teri L. List-Stoll | Management | For | For |
| 1.5 | Elect Director Satya Nadella | Management | For | For |
| 1.6 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.7 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director Arne M. Sorenson | Management | For | For |
| 1.10 | Elect Director John W. Stanton | Management | For | For |
| 1.11 | Elect Director John W. Thompson | Management | For | For |
| 1.12 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.13 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Employee Representation on the Board of Directors | Shareholder | Against | Against |
| 5 | Report on Gender Pay Gap | Shareholder | Against | For |
| MURPHY USA INC. Meeting Date: MAY 07, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MUSA Security ID: 626755102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Claiborne P. Deming | Management | For | For |
| 1.2 | Elect Director Jack T. Taylor | Management | For | For |
| 1.3 | Elect Director Jeanne L. Phillips | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditor | Management | For | For |
| NAVIENT CORPORATION Meeting Date: MAY 20, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NAVI Security ID: 63938C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frederick Arnold | Management | For | For |
| 1b | Elect Director Anna Escobedo Cabral | Management | For | For |
| 1c | Elect Director Larry A. Klane | Management | For | For |
| 1d | Elect Director Katherine A. Lehman | Management | For | For |
| 1e | Elect Director Linda A. Mills | Management | For | For |
| 1f | Elect Director John (Jack) F. Remondi | Management | For | For |
| 1g | Elect Director Jane J. Thompson | Management | For | For |
| 1h | Elect Director Laura S. Unger | Management | For | For |
| 1i | Elect Director David L Yowan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NCR CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NCR Security ID: 62886E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Begor | Management | For | For |
| 1.2 | Elect Director Gregory R. Blank | Management | For | For |
| 1.3 | Elect Director Catherine (Katie) L. Burke | Management | For | For |
| 1.4 | Elect Director Chinh E. Chu | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Michael D. Hayford | Management | For | For |
| 1.7 | Elect Director Georgette D. Kiser | Management | For | For |
| 1.8 | Elect Director Kirk T. Larsen | Management | For | For |
| 1.9 | Elect Director Frank R. Martire | Management | For | For |
| 1.10 | Elect Director Matthew A. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| NUCOR CORPORATION Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NUE Security ID: 670346105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lloyd J. Austin, III | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.6 | Elect Director Leon J. Topalian | Management | For | For |
| 1.7 | Elect Director John H. Walker | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| OSHKOSH CORPORATION Meeting Date: FEB 04, 2020 Record Date: DEC 13, 2019 Meeting Type: ANNUAL | ||||
| Ticker: OSK Security ID: 688239201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Wilson R. Jones | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Raymond T. Odierno | Management | For | For |
| 1.7 | Elect Director Craig P. Omtvedt | Management | For | For |
| 1.8 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OUTFRONT MEDIA INC. Meeting Date: JUN 08, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: OUT Security ID: 69007J106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeremy J. Male | Management | For | For |
| 1.2 | Elect Director Joseph H. Wender | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OWENS CORNING Meeting Date: APR 16, 2020 Record Date: FEB 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: OC Security ID: 690742101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Chambers | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Adrienne D. Elsner | Management | For | For |
| 1d | Elect Director J. Brian Ferguson | Management | For | For |
| 1e | Elect Director Ralph F. Hake | Management | For | For |
| 1f | Elect Director Edward F. Lonergan | Management | For | For |
| 1g | Elect Director Maryann T. Mannen | Management | For | For |
| 1h | Elect Director W. Howard Morris | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director John D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| PACCAR INC Meeting Date: APR 21, 2020 Record Date: FEB 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Beth E. Ford | Management | For | For |
| 1.6 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director John M. Pigott | Management | For | For |
| 1.9 | Elect Director Mark A. Schulz | Management | For | For |
| 1.10 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 1.11 | Elect Director Charles R. Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Confirm Shareholders Right to Call Special Meetings | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 23, 2019 Record Date: AUG 30, 2019 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lee C. Banks | Management | For | For |
| 1.2 | Elect Director Robert G. Bohn | Management | For | For |
| 1.3 | Elect Director Linda S. Harty | Management | For | For |
| 1.4 | Elect Director Kevin A. Lobo | Management | For | For |
| 1.5 | Elect Director Candy M. Obourn | Management | For | For |
| 1.6 | Elect Director Joseph Scaminace | Management | For | For |
| 1.7 | Elect Director Ake Svensson | Management | For | For |
| 1.8 | Elect Director Laura K. Thompson | Management | For | For |
| 1.9 | Elect Director James R. Verrier | Management | For | For |
| 1.10 | Elect Director James L. Wainscott | Management | For | For |
| 1.11 | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| PARSLEY ENERGY, INC. Meeting Date: JAN 09, 2020 Record Date: NOV 25, 2019 Meeting Type: SPECIAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| PARSLEY ENERGY, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director A.R. Alameddine | Management | For | For |
| 1B | Elect Director Matt Gallagher | Management | For | For |
| 1C | Elect Director Karen Hughes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PATTERSON-UTI ENERGY, INC. Meeting Date: JUN 04, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PTEN Security ID: 703481101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tiffany (TJ) Thom Cepak | Management | For | For |
| 1.2 | Elect Director Michael W. Conlon | Management | For | For |
| 1.3 | Elect Director William Andrew Hendricks, Jr. | Management | For | For |
| 1.4 | Elect Director Curtis W. Huff | Management | For | For |
| 1.5 | Elect Director Terry H. Hunt | Management | For | For |
| 1.6 | Elect Director Janeen S. Judah | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| POPULAR, INC. Meeting Date: MAY 12, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BPOP Security ID: 733174700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Maria Luisa Ferre | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Change Range for Size of the Board | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 8 | Adjourn Meeting | Management | For | For |
| PULTEGROUP, INC. Meeting Date: MAY 07, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PHM Security ID: 745867101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian P. Anderson | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director Richard W. Dreiling | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Cheryl W. Grise | Management | For | For |
| 1f | Elect Director Andre J. Hawaux | Management | For | For |
| 1g | Elect Director Ryan R. Marshall | Management | For | For |
| 1h | Elect Director John R. Peshkin | Management | For | For |
| 1i | Elect Director Scott F. Powers | Management | For | For |
| 1j | Elect Director Lila Snyder | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUALCOMM INCORPORATED Meeting Date: MAR 10, 2020 Record Date: JAN 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: QCOM Security ID: 747525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Fields | Management | For | For |
| 1b | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1c | Elect Director Ann M. Livermore | Management | For | For |
| 1d | Elect Director Harish Manwani | Management | For | For |
| 1e | Elect Director Mark D. McLaughlin | Management | For | For |
| 1f | Elect Director Steve Mollenkopf | Management | For | For |
| 1g | Elect Director Clark T. "Sandy" Randt, Jr. | Management | For | For |
| 1h | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1i | Elect Director Kornelis "Neil" Smit | Management | For | For |
| 1j | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RANGE RESOURCES CORPORATION Meeting Date: MAY 13, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RRC Security ID: 75281A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda A. Cline | Management | For | For |
| 1b | Elect Director James M. Funk | Management | For | For |
| 1c | Elect Director Steve D. Gray | Management | For | For |
| 1d | Elect Director Greg G. Maxwell | Management | For | For |
| 1e | Elect Director Steffen E. Palko | Management | For | For |
| 1f | Elect Director Jeffrey L. Ventura | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 1g | Elect Director Margaret K. Dorman | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC. Meeting Date: FEB 20, 2020 Record Date: DEC 23, 2019 Meeting Type: ANNUAL | ||||
| Ticker: RJF Security ID: 754730109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles G. von Arentschildt | Management | For | For |
| 1.2 | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1.3 | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1.4 | Elect Director Benjamin C. Esty | Management | For | For |
| 1.5 | Elect Director Anne Gates | Management | For | For |
| 1.6 | Elect Director Francis S. Godbold | Management | For | For |
| 1.7 | Elect Director Thomas A. James | Management | For | For |
| 1.8 | Elect Director Gordon L. Johnson | Management | For | For |
| 1.9 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.10 | Elect Director Paul C. Reilly | Management | For | For |
| 1.11 | Elect Director Raj Seshadri | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGAL BELOIT CORPORATION Meeting Date: APR 28, 2020 Record Date: MAR 05, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RBC Security ID: 758750103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Christopher L. Doerr | Management | For | For |
| 1e | Elect Director Dean A. Foate | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RELIANCE STEEL & ALUMINUM CO. Meeting Date: MAY 20, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RS Security ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah J. Anderson | Management | For | For |
| 1b | Elect Director Lisa L. Baldwin | Management | For | For |
| 1c | Elect Director Karen W. Colonias | Management | For | For |
| 1d | Elect Director John G. Figueroa | Management | For | For |
| 1e | Elect Director David H. Hannah | Management | For | For |
| 1f | Elect Director James D. Hoffman | Management | For | For |
| 1g | Elect Director Mark V. Kaminski | Management | For | For |
| 1h | Elect Director Robert A. McEvoy | Management | For | For |
| 1i | Elect Director Andrew G. Sharkey, III | Management | For | For |
| 1j | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| SLM CORPORATION Meeting Date: JUN 18, 2020 Record Date: APR 21, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SLM Security ID: 78442P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul G. Child | Management | For | For |
| 1b | Elect Director Mary Carter Warren Franke | Management | For | For |
| 1c | Elect Director Earl A. Goode | Management | For | For |
| 1d | Elect Director Marianne M. Keler | Management | For | For |
| 1e | Elect Director Mark L. Lavelle | Management | For | For |
| 1f | Elect Director Jim Matheson | Management | For | For |
| 1g | Elect Director Frank C. Puleo | Management | For | For |
| 1h | Elect Director Vivian C. Schneck-Last | Management | For | For |
| 1i | Elect Director William N. Shiebler | Management | For | For |
| 1j | Elect Director Robert S. Strong | Management | For | For |
| 1k | Elect Director Jonathan W. Witter | Management | For | For |
| 1l | Elect Director Kirsten O. Wolberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 21, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director Gary C. Kelly | Management | For | For |
| 1h | Elect Director Grace D. Lieblein | Management | For | For |
| 1i | Elect Director Nancy B. Loeffler | Management | For | For |
| 1j | Elect Director John T. Montford | Management | For | For |
| 1k | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SPR Security ID: 848574109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Charles L. Chadwell | Management | For | For |
| 1c | Elect Director Irene M. Esteves | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Richard A. Gephardt | Management | For | For |
| 1g | Elect Director Robert D. Johnson | Management | For | For |
| 1h | Elect Director Ronald T. Kadish | Management | For | For |
| 1i | Elect Director John L. Plueger | Management | For | For |
| 1j | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| STEEL DYNAMICS, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Keith E. Busse | Management | For | For |
| 1.4 | Elect Director Frank D. Byrne | Management | For | For |
| 1.5 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.6 | Elect Director Traci M. Dolan | Management | For | For |
| 1.7 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.8 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.9 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.10 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.11 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STERLING BANCORP Meeting Date: MAY 27, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STL Security ID: 85917A100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Cahill | Management | For | For |
| 1.2 | Elect Director Navy E. Djonovic | Management | For | For |
| 1.3 | Elect Director Fernando Ferrer | Management | For | For |
| 1.4 | Elect Director Robert Giambrone | Management | For | For |
| 1.5 | Elect Director Mona Aboelnaga Kanaan | Management | For | For |
| 1.6 | Elect Director Jack Kopnisky | Management | For | For |
| 1.7 | Elect Director James J. Landy | Management | For | For |
| 1.8 | Elect Director Maureen Mitchell | Management | For | For |
| 1.9 | Elect Director Patricia M. Nazemetz | Management | For | For |
| 1.10 | Elect Director Richard O'Toole | Management | For | For |
| 1.11 | Elect Director Ralph F. Palleschi | Management | For | For |
| 1.12 | Elect Director Burt Steinberg | Management | For | For |
| 1.13 | Elect Director William E. Whiston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| SYSCO CORPORATION Meeting Date: NOV 15, 2019 Record Date: SEP 16, 2019 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas L. Bene | Management | For | For |
| 1b | Elect Director Daniel J. Brutto | Management | For | For |
| 1c | Elect Director John M. Cassaday | Management | For | For |
| 1d | Elect Director Joshua D. Frank | Management | For | For |
| 1e | Elect Director Larry C. Glasscock | Management | For | For |
| 1f | Elect Director Bradley M. Halverson | Management | For | For |
| 1g | Elect Director John M. Hinshaw | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Stephanie A. Lundquist | Management | For | For |
| 1j | Elect Director Nancy S. Newcomb | Management | For | For |
| 1k | Elect Director Nelson Peltz | Management | For | For |
| 1l | Elect Director Edward D. Shirley | Management | For | For |
| 1m | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 12, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark S. Bartlett | Management | For | For |
| 1b | Elect Director Mary K. Bush | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Olympia J. Snowe | Management | For | For |
| 1g | Elect Director Robert J. Stevens | Management | For | For |
| 1h | Elect Director William J. Stromberg | Management | For | For |
| 1i | Elect Director Richard R. Verma | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on and Assess Proxy Voting Policies in Relation to Climate Change Position | Shareholder | Against | Against |
| TARGET CORPORATION Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director George S. Barrett | Management | For | For |
| 1c | Elect Director Brian C. Cornell | Management | For | For |
| 1d | Elect Director Calvin Darden | Management | For | For |
| 1e | Elect Director Robert L. Edwards | Management | For | For |
| 1f | Elect Director Melanie L. Healey | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Mary E. Minnick | Management | For | For |
| 1j | Elect Director Kenneth L. Salazar | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| TELEPHONE AND DATA SYSTEMS, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TDS Security ID: 879433829 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clarence A. Davis | Management | For | For |
| 1.2 | Elect Director George W. Off | Management | For | For |
| 1.3 | Elect Director Wade Oosterman | Management | For | For |
| 1.4 | Elect Director Gary L. Sugarman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| TEMPUR SEALY INTERNATIONAL, INC. Meeting Date: MAY 07, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TPX Security ID: 88023U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Cathy R. Gates | Management | For | For |
| 1c | Elect Director John A. Heil | Management | For | For |
| 1d | Elect Director Jon L. Luther | Management | For | For |
| 1e | Elect Director Richard W. Neu | Management | For | For |
| 1f | Elect Director Arik W. Ruchim | Management | For | For |
| 1g | Elect Director Scott L. Thompson | Management | For | For |
| 1h | Elect Director Robert B. Trussell, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| THE ESTEE LAUDER COMPANIES INC. Meeting Date: NOV 15, 2019 Record Date: SEP 16, 2019 Meeting Type: ANNUAL | ||||
| Ticker: EL Security ID: 518439104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald S. Lauder | Management | For | For |
| 1.2 | Elect Director William P. Lauder | Management | For | Withhold |
| 1.3 | Elect Director Richard D. Parsons | Management | For | Withhold |
| 1.4 | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1.5 | Elect Director Jennifer Tejada | Management | For | For |
| 1.6 | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IPG Security ID: 460690100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.5 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.6 | Elect Director Michael I. Roth | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE MIDDLEBY CORPORATION Meeting Date: JUN 08, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MIDD Security ID: 596278101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah Palisi Chapin | Management | For | For |
| 1.2 | Elect Director Timothy J. FitzGerald | Management | For | For |
| 1.3 | Elect Director Cathy L. McCarthy | Management | For | For |
| 1.4 | Elect Director John R. Miller, III | Management | For | For |
| 1.5 | Elect Director Robert A. Nerbonne | Management | For | For |
| 1.6 | Elect Director Gordon O'Brien | Management | For | For |
| 1.7 | Elect Director Nassem Ziyad | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 01, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard T. Burke | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Stephen J. Hemsley | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director F. William McNabb, III | Management | For | For |
| 1f | Elect Director Valerie C. Montgomery Rice | Management | For | For |
| 1g | Elect Director John H. Noseworthy | Management | For | For |
| 1h | Elect Director Glenn M. Renwick | Management | For | For |
| 1i | Elect Director David S. Wichmann | Management | For | For |
| 1j | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| VISTRA ENERGY CORP. Meeting Date: APR 29, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: VST Security ID: 92840M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2.1 | Elect Director Hilary E. Ackermann | Management | For | For |
| 2.2 | Elect Director Arcilia C. Acosta | Management | For | For |
| 2.3 | Elect Director Gavin R. Baiera | Management | For | For |
| 2.4 | Elect Director Paul M. Barbas | Management | For | For |
| 2.5 | Elect Director Lisa Crutchfield | Management | For | For |
| 2.6 | Elect Director Brian K. Ferraioli | Management | For | For |
| 2.7 | Elect Director Scott B. Helm | Management | For | For |
| 2.8 | Elect Director Jeff D. Hunter | Management | For | For |
| 2.9 | Elect Director Curtis A. Morgan | Management | For | For |
| 2.10 | Elect Director John R. (JR) Sult | Management | For | For |
| 3.1 | Elect Director Gavin R. Baiera | Management | For | For |
| 3.2 | Elect Director Scott B. Helm | Management | For | For |
| 3.3 | Elect Director Curtis A. Morgan | Management | For | For |
| 3.4 | Elect Director John R. (JR) Sult | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WHIRLPOOL CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WHR Security ID: 963320106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Gary T. DiCamillo | Management | For | For |
| 1e | Elect Director Diane M. Dietz | Management | For | For |
| 1f | Elect Director Gerri T. Elliott | Management | For | For |
| 1g | Elect Director Jennifer A. LaClair | Management | For | For |
| 1h | Elect Director John D. Liu | Management | For | For |
| 1i | Elect Director James M. Loree | Management | For | For |
| 1j | Elect Director Harish Manwani | Management | For | For |
| 1k | Elect Director Patricia K. Poppe | Management | For | For |
| 1l | Elect Director Larry O. Spencer | Management | For | For |
| 1m | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAR 05, 2020 Record Date: FEB 04, 2020 Meeting Type: SPECIAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John A. Carrig | Management | For | For |
| 1.2 | Elect Director Clay M. Gaspar | Management | For | For |
| 1.3 | Elect Director Robert K. Herdman | Management | For | For |
| 1.4 | Elect Director Kelt Kindick | Management | For | For |
| 1.5 | Elect Director Karl F. Kurz | Management | For | For |
| 1.6 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1.7 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.8 | Elect Director Martin Phillips | Management | For | For |
| 1.9 | Elect Director Douglas E. Swanson, Jr. | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| XEROX HOLDINGS CORPORATION Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XRX Security ID: 98421M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Cozza | Management | For | For |
| 1.2 | Elect Director Jonathan Christodoro | Management | For | Against |
| 1.3 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.4 | Elect Director Nicholas Graziano | Management | For | For |
| 1.5 | Elect Director Cheryl Gordon Krongard | Management | For | Against |
| 1.6 | Elect Director Scott Letier | Management | For | Against |
| 1.7 | Elect Director Giovanni ('John') Visentin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| XPO LOGISTICS, INC. Meeting Date: MAY 14, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XPO Security ID: 983793100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley S. Jacobs | Management | For | For |
| 1.2 | Elect Director Gena L. Ashe | Management | For | For |
| 1.3 | Elect Director Marlene M. Colucci | Management | For | For |
| 1.4 | Elect Director AnnaMaria DeSalva | Management | For | For |
| 1.5 | Elect Director Michael G. Jesselson | Management | For | For |
| 1.6 | Elect Director Adrian P. Kingshott | Management | For | For |
| 1.7 | Elect Director Jason D. Papastavrou | Management | For | For |
| 1.8 | Elect Director Oren G. Shaffer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Report on Integrating ESG Metrics Into Executive Compensation Program | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Sexual Harassment | Shareholder | Against | For |
| 8 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | For |
| ZYNGA INC. Meeting Date: MAY 19, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ZNGA Security ID: 98986T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Pincus | Management | For | For |
| 1b | Elect Director Frank Gibeau | Management | For | For |
| 1c | Elect Director Regina E. Dugan | Management | For | For |
| 1d | Elect Director William "Bing" Gordon | Management | For | For |
| 1e | Elect Director Louis J. Lavigne, Jr. | Management | For | For |
| 1f | Elect Director Carol G. Mills | Management | For | For |
| 1g | Elect Director Janice M. Roberts | Management | For | For |
| 1h | Elect Director Ellen F. Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
Nuveen Large Cap Core Fund
| ABBVIE INC. Meeting Date: MAY 08, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABBV Security ID: 00287Y109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Edward M. Liddy | Management | For | For |
| 1.3 | Elect Director Melody B. Meyer | Management | For | For |
| 1.4 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 6 | Require Independent Board Chairman | Shareholder | Against | Against |
| 7 | Report on Integrating Risks Related to Drug Pricing into Senior Executive Compensation | Shareholder | Against | For |
| AECOM Meeting Date: MAR 10, 2020 Record Date: JAN 14, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ACM Security ID: 00766T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Card | Management | For | For |
| 1.2 | Elect Director Peter A. Feld | Management | For | For |
| 1.3 | Elect Director William H. Frist | Management | For | For |
| 1.4 | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1.5 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.6 | Elect Director Robert J. Routs | Management | For | For |
| 1.7 | Elect Director Clarence T. Schmitz | Management | For | For |
| 1.8 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.9 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.10 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| ALPHABET INC. Meeting Date: JUN 03, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GOOGL Security ID: 02079K305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Larry Page | Management | For | For |
| 1.2 | Elect Director Sergey Brin | Management | For | For |
| 1.3 | Elect Director Sundar Pichai | Management | For | For |
| 1.4 | Elect Director John L. Hennessy | Management | For | For |
| 1.5 | Elect Director Frances H. Arnold | Management | For | For |
| 1.6 | Elect Director L. John Doerr | Management | For | Withhold |
| 1.7 | Elect Director Roger W. Ferguson Jr. | Management | For | For |
| 1.8 | Elect Director Ann Mather | Management | For | For |
| 1.9 | Elect Director Alan R. Mulally | Management | For | Withhold |
| 1.10 | Elect Director K. Ram Shiram | Management | For | Withhold |
| 1.11 | Elect Director Robin L. Washington | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Report on Arbitration of Employment-Related Claims | Shareholder | Against | For |
| 7 | Establish Human Rights Risk Oversight Committee | Shareholder | Against | For |
| 8 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| 9 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation | Shareholder | Against | For |
| 10 | Report on Takedown Requests | Shareholder | Against | For |
| 11 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| 12 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 13 | Require Independent Director Nominee with Human and/or Civil Rights Experience | Shareholder | Against | For |
| 14 | Report on Whistleblower Policies and Practices | Shareholder | Against | Against |
| AMAZON.COM, INC. Meeting Date: MAY 27, 2020 Record Date: APR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMZN Security ID: 023135106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Rosalind G. Brewer | Management | For | For |
| 1c | Elect Director Jamie S. Gorelick | Management | For | For |
| 1d | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1e | Elect Director Judith A. McGrath | Management | For | For |
| 1f | Elect Director Indra K. Nooyi | Management | For | For |
| 1g | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1h | Elect Director Thomas O. Ryder | Management | For | For |
| 1i | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1j | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 5 | Report on Management of Food Waste | Shareholder | Against | For |
| 6 | Report on Customers' Use of its Surveillance and Computer Vision Products or Cloud-Based Services | Shareholder | Against | For |
| 7 | Report on Potential Human Rights Impacts of Customers' Use of Rekognition | Shareholder | Against | For |
| 8 | Report on Products Promoting Hate Speech and Sales of Offensive Products | Shareholder | Against | For |
| 9 | Require Independent Board Chairman | Shareholder | Against | Against |
| 10 | Report on Global Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 11 | Report on Reducing Environmental and Health Harms to Communities of Color | Shareholder | Against | Against |
| 12 | Report on Viewpoint Discrimination | Shareholder | Against | Against |
| 13 | Report on Promotion Velocity | Shareholder | Against | Against |
| 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 15 | Human Rights Risk Assessment | Shareholder | Against | For |
| 16 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| AMC NETWORKS INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMCX Security ID: 00164V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.2 | Elect Director Leonard Tow | Management | For | For |
| 1.3 | Elect Director David E. Van Zandt | Management | For | For |
| 1.4 | Elect Director Carl E. Vogel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 05, 2020 Record Date: JAN 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ornella Barra | Management | For | For |
| 1.2 | Elect Director Steven H. Collis | Management | For | For |
| 1.3 | Elect Director D. Mark Durcan | Management | For | For |
| 1.4 | Elect Director Richard W. Gochnauer | Management | For | For |
| 1.5 | Elect Director Lon R. Greenberg | Management | For | For |
| 1.6 | Elect Director Jane E. Henney | Management | For | For |
| 1.7 | Elect Director Kathleen W. Hyle | Management | For | For |
| 1.8 | Elect Director Michael J. Long | Management | For | For |
| 1.9 | Elect Director Henry W. McGee | Management | For | For |
| 1.10 | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Adopt Policy on Bonus Banking | Shareholder | Against | For |
| AMGEN INC. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMGN Security ID: 031162100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Brian J. Druker | Management | For | For |
| 1d | Elect Director Robert A. Eckert | Management | For | For |
| 1e | Elect Director Greg C. Garland | Management | For | For |
| 1f | Elect Director Fred Hassan | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director Tyler Jacks | Management | For | For |
| 1i | Elect Director Ellen J. Kullman | Management | For | For |
| 1j | Elect Director Ronald D. Sugar | Management | For | For |
| 1k | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| ANTHEM, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ANTM Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| APPLE INC. Meeting Date: FEB 26, 2020 Record Date: JAN 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AAPL Security ID: 037833100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | For |
| 1e | Elect Director Art Levinson | Management | For | For |
| 1f | Elect Director Ron Sugar | Management | For | For |
| 1g | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Proxy Access Amendments | Shareholder | Against | For |
| 5 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation | Shareholder | Against | Against |
| 6 | Report on Freedom of Expression and Access to Information Policies | Shareholder | Against | For |
| ARCOSA, INC. Meeting Date: MAY 05, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ACA Security ID: 039653100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Jeffrey A. Craig | Management | For | For |
| 1c | Elect Director John W. Lindsay | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ASSURED GUARANTY LTD. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AGO Security ID: G0585R106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francisco L. Borges | Management | For | For |
| 1b | Elect Director G. Lawrence Buhl | Management | For | For |
| 1c | Elect Director Dominic J. Frederico | Management | For | For |
| 1d | Elect Director Bonnie L. Howard | Management | For | For |
| 1e | Elect Director Thomas W. Jones | Management | For | For |
| 1f | Elect Director Patrick W. Kenny | Management | For | For |
| 1g | Elect Director Alan J. Kreczko | Management | For | For |
| 1h | Elect Director Simon W. Leathes | Management | For | For |
| 1i | Elect Director Michael T. O'Kane | Management | For | For |
| 1j | Elect Director Yukiko Omura | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4aa | Elect Howard W. Albert as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ab | Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ac | Elect Russell B. Brewer, II as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ad | Elect Gary Burnet as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ae | Elect Ling Chow as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4af | Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ag | Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ah | Elect Walter A. Scott as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4B | Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd | Management | For | For |
| AT&T INC. Meeting Date: APR 24, 2020 Record Date: FEB 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: T Security ID: 00206R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Randall L. Stephenson | Management | For | For |
| 1.2 | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1.3 | Elect Director Richard W. Fisher | Management | For | For |
| 1.4 | Elect Director Scott T. Ford | Management | For | For |
| 1.5 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.6 | Elect Director William E. Kennard | Management | For | For |
| 1.7 | Elect Director Debra L. Lee | Management | For | For |
| 1.8 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.9 | Elect Director Michael B. McCallister | Management | For | For |
| 1.10 | Elect Director Beth E. Mooney | Management | For | For |
| 1.11 | Elect Director Matthew K. Rose | Management | For | For |
| 1.12 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.13 | Elect Director Geoffrey Y. Yang | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Approve Nomination of Employee Representative Director | Shareholder | Against | Against |
| 6 | Improve Guiding Principles of Executive Compensation | Shareholder | Against | Against |
| ATHENE HOLDING LTD. Meeting Date: FEB 12, 2020 Record Date: NOV 12, 2019 Meeting Type: SPECIAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Bylaws | Management | For | For |
| 2 | Approve Conversion of Class B Common Shares | Management | For | For |
| 3 | Approve Conversion of Class M Common Shares | Management | For | For |
| 4 | Approve Issuance of Shares Pursuant to Transactions with Related Parties | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| A | Shareholder Represents that Neither they nor Any of its Tax Attributed Affiliates Owns Any Class B Shares or Any Equity Interests of Apollo Global Management or AP Alternative Assets. If You do not Mark Yes your Vote may Not Count. For = Yes; Against= No | Management | None | For |
| B | Shareholder Represents that it is Neither an Employee of Apollo Group nor a Management Shareholder, If You do not Mark Yes your Vote may Not Count For = Yes and Against= No | Management | None | For |
| ATHENE HOLDING LTD. Meeting Date: JUN 02, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Kleinman | Management | For | For |
| 1.2 | Elect Director Lawrence J. Ruisi | Management | For | For |
| 1.3 | Elect Director Hope Schefler Taitz | Management | For | For |
| 1.4 | Elect Director Arthur Wrubel | Management | For | Against |
| 1.5 | Elect Director Fehmi Zeko | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of the Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AUTODESK, INC. Meeting Date: JUN 18, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Betsy Rafael | Management | For | For |
| 1j | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 22, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Susan S. Bies | Management | For | For |
| 1c | Elect Director Jack O. Bovender, Jr. | Management | For | For |
| 1d | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1e | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1f | Elect Director Arnold W. Donald | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Thomas J. May | Management | For | For |
| 1j | Elect Director Brian T. Moynihan | Management | For | For |
| 1k | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1l | Elect Director Denise L. Ramos | Management | For | For |
| 1m | Elect Director Clayton S. Rose | Management | For | For |
| 1n | Elect Director Michael D. White | Management | For | For |
| 1o | Elect Director Thomas D. Woods | Management | For | For |
| 1p | Elect Director R. David Yost | Management | For | For |
| 1q | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 6 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 7 | Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC. Meeting Date: MAY 02, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Stephen B. Burke | Management | For | For |
| 1.6 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.7 | Elect Director Susan L. Decker | Management | For | For |
| 1.8 | Elect Director David S. Gottesman | Management | For | For |
| 1.9 | Elect Director Charlotte Guyman | Management | For | For |
| 1.10 | Elect Director Ajit Jain | Management | For | For |
| 1.11 | Elect Director Thomas S. Murphy | Management | For | For |
| 1.12 | Elect Director Ronald L. Olson | Management | For | For |
| 1.13 | Elect Director Walter Scott, Jr. | Management | For | For |
| 1.14 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Adopt a Policy on Board Diversity | Shareholder | Against | Against |
| BERRY GLOBAL GROUP, INC. Meeting Date: MAR 04, 2020 Record Date: JAN 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BERY Security ID: 08579W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director B. Evan Bayh | Management | For | For |
| 1.2 | Elect Director Jonathan F. Foster | Management | For | For |
| 1.3 | Elect Director Idalene F. Kesner | Management | For | For |
| 1.4 | Elect Director Carl J. (Rick) Rickertsen | Management | For | For |
| 1.5 | Elect Director Ronald S. Rolfe | Management | For | For |
| 1.6 | Elect Director Thomas E. Salmon | Management | For | For |
| 1.7 | Elect Director Paula A. Sneed | Management | For | For |
| 1.8 | Elect Director Robert A. Steele | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Scott B. Ullem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BEST BUY CO., INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director Kathy J. Higgins Victor | Management | For | For |
| 1e | Elect Director David W. Kenny | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Thomas L. "Tommy" Millner | Management | For | For |
| 1h | Elect Director Claudia F. Munce | Management | For | For |
| 1i | Elect Director Richelle P. Parham | Management | For | For |
| 1j | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article IX | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement to Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws | Management | For | For |
| 7 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article X | Management | For | For |
| 8 | Amend the Anti-Greenmail Provision Voting Standard in Article X, Section 2 | Management | For | For |
| BIOGEN INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIIB Security ID: 09062X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexander J. Denner | Management | For | For |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director William A. Hawkins | Management | For | For |
| 1d | Elect Director Nancy L. Leaming | Management | For | For |
| 1e | Elect Director Jesus B. Mantas | Management | For | For |
| 1f | Elect Director Richard C. Mulligan | Management | For | For |
| 1g | Elect Director Robert W. Pangia | Management | For | For |
| 1h | Elect Director Stelios Papadopoulos | Management | For | For |
| 1i | Elect Director Brian S. Posner | Management | For | For |
| 1j | Elect Director Eric K. Rowinsky | Management | For | For |
| 1k | Elect Director Stephen A. Sherwin | Management | For | For |
| 1l | Elect Director Michel Vounatsos | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOOKING HOLDINGS INC. Meeting Date: JUN 04, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BKNG Security ID: 09857L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy M. Armstrong | Management | For | For |
| 1.2 | Elect Director Jeffery H. Boyd | Management | For | For |
| 1.3 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.4 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.5 | Elect Director Wei Hopeman | Management | For | For |
| 1.6 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.7 | Elect Director Charles H. Noski | Management | For | For |
| 1.8 | Elect Director Nicholas J. Read | Management | For | For |
| 1.9 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.10 | Elect Director Bob van Dijk | Management | For | For |
| 1.11 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 1.12 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION Meeting Date: JUL 25, 2019 Record Date: JUN 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: BAH Security ID: 099502106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Ellen Jewett | Management | For | For |
| 1c | Elect Director Arthur E. Johnson | Management | For | For |
| 1d | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Classes of Common Stock | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 05, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Robert Bertolini | Management | For | For |
| 1C | Elect Director Michael W. Bonney | Management | For | For |
| 1D | Elect Director Giovanni Caforio | Management | For | For |
| 1E | Elect Director Matthew W. Emmens | Management | For | For |
| 1F | Elect Director Julia A. Haller | Management | For | For |
| 1G | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Vicki L. Sato | Management | For | For |
| 1J | Elect Director Gerald L. Storch | Management | For | For |
| 1K | Elect Director Karen H. Vousden | Management | For | For |
| 1L | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| CAPITAL ONE FINANCIAL CORPORATION Meeting Date: APR 30, 2020 Record Date: MAR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: COF Security ID: 14040H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Ann Fritz Hackett | Management | For | For |
| 1d | Elect Director Peter Thomas Killalea | Management | For | For |
| 1e | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1f | Elect Director Pierre E. Leroy | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Catherine G. West | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 06, 2019 Record Date: SEP 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen F. Arnold | Management | For | For |
| 1.2 | Elect Director Carrie S. Cox | Management | For | For |
| 1.3 | Elect Director Calvin Darden | Management | For | For |
| 1.4 | Elect Director Bruce L. Downey | Management | For | For |
| 1.5 | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1.6 | Elect Director Akhil Johri | Management | For | For |
| 1.7 | Elect Director Michael C. Kaufmann | Management | For | For |
| 1.8 | Elect Director Gregory B. Kenny | Management | For | For |
| 1.9 | Elect Director Nancy Killefer | Management | For | For |
| 1.10 | Elect Director J. Michael Losh | Management | For | For |
| 1.11 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.12 | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARLISLE COMPANIES INCORPORATED Meeting Date: MAY 06, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CSL Security ID: 142339100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Bohn | Management | For | For |
| 1.2 | Elect Director Gregg A. Ostrander | Management | For | For |
| 1.3 | Elect Director Jesse G. Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Curtis F. Feeny | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Shira D. Goodman | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Robert E. Sulentic | Management | For | For |
| 1i | Elect Director Laura D. Tyson | Management | For | For |
| 1j | Elect Director Ray Wirta | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CENTURYLINK, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CTL Security ID: 156700106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martha H. Bejar | Management | For | For |
| 1b | Elect Director Virginia Boulet | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director W. Bruce Hanks | Management | For | For |
| 1h | Elect Director Hal S. Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 1k | Elect Director Jeffrey K. Storey | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CINTAS CORPORATION Meeting Date: OCT 29, 2019 Record Date: SEP 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director James J. Johnson | Management | For | For |
| 1h | Elect Director Joseph Scaminace | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 10, 2019 Record Date: OCT 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director Kristina M. Johnson | Management | For | For |
| 1f | Elect Director Roderick C. McGeary | Management | For | For |
| 1g | Elect Director Charles H. Robbins | Management | For | For |
| 1h | Elect Director Arun Sarin | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Carol B. Tome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| COSTCO WHOLESALE CORPORATION Meeting Date: JAN 22, 2020 Record Date: NOV 18, 2019 Meeting Type: ANNUAL | ||||
| Ticker: COST Security ID: 22160K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan L. Decker | Management | For | For |
| 1.2 | Elect Director Richard A. Galanti | Management | For | For |
| 1.3 | Elect Director Sally Jewell | Management | For | For |
| 1.4 | Elect Director Charles T. Munger | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 5 | Disclose Board Diversity and Qualifications Matrix | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 12, 2020 Record Date: MAR 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Robert J. Bernhard | Management | For | For |
| 3 | Elect Director Franklin R. Chang Diaz | Management | For | For |
| 4 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 5 | Elect Director Stephen B. Dobbs | Management | For | For |
| 6 | Elect Director Robert K. Herdman | Management | For | For |
| 7 | Elect Director Alexis M. Herman | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Karen H. Quintos | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 14 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| CVS HEALTH CORPORATION Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CVS Security ID: 126650100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director C. David Brown, II | Management | For | For |
| 1c | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1d | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1e | Elect Director David W. Dorman | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Larry J. Merlo | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 1l | Elect Director William C. Weldon | Management | For | For |
| 1m | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 7 | Require Independent Board Chairman | Shareholder | Against | Against |
| DAVITA INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DVA Security ID: 23918K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Pascal Desroches | Management | For | For |
| 1e | Elect Director Paul J. Diaz | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Report on Political Contributions | Shareholder | Against | For |
| DELL TECHNOLOGIES INC. Meeting Date: JUL 09, 2019 Record Date: MAY 13, 2019 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 1.6 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.7 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| DELL TECHNOLOGIES INC. Meeting Date: JUN 29, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.6 | Elect Director Lynn M. Vojvodich | Management | For | Withhold |
| 1.7 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DISCOVERY, INC. Meeting Date: JUN 18, 2020 Record Date: APR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DISCA Security ID: 25470F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert R. Bennett | Management | For | Withhold |
| 1.2 | Elect Director John C. Malone | Management | For | Withhold |
| 1.3 | Elect Director David M. Zaslav | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Adopt Simple Majority Vote | Shareholder | Against | For |
| DOMTAR CORPORATION Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UFS Security ID: 257559203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Giannella Alvarez | Management | For | For |
| 1.2 | Elect Director Robert E. Apple | Management | For | For |
| 1.3 | Elect Director David J. Illingworth | Management | For | For |
| 1.4 | Elect Director Brian M. Levitt | Management | For | For |
| 1.5 | Elect Director David G. Maffucci | Management | For | For |
| 1.6 | Elect Director Pamela B. Strobel | Management | For | For |
| 1.7 | Elect Director Denis Turcotte | Management | For | For |
| 1.8 | Elect Director John D. Williams | Management | For | For |
| 1.9 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| EBAY INC. Meeting Date: JUN 29, 2020 Record Date: MAY 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony J. Bates | Management | For | For |
| 1b | Elect Director Adriane M. Brown | Management | For | For |
| 1c | Elect Director Jesse A. Cohn | Management | For | For |
| 1d | Elect Director Diana Farrell | Management | For | For |
| 1e | Elect Director Logan D. Green | Management | For | For |
| 1f | Elect Director Bonnie S. Hammer | Management | For | For |
| 1g | Elect Director Jamie Iannone | Management | For | For |
| 1h | Elect Director Kathleen C. Mitic | Management | For | For |
| 1i | Elect Director Matthew J. Murphy | Management | For | For |
| 1j | Elect Director Pierre M. Omidyar | Management | For | For |
| 1k | Elect Director Paul S. Pressler | Management | For | For |
| 1l | Elect Director Robert H. Swan | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| EQT CORPORATION Meeting Date: MAY 01, 2020 Record Date: FEB 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Philip G. Behrman | Management | For | For |
| 1.3 | Elect Director Lee M. Canaan | Management | For | For |
| 1.4 | Elect Director Janet L. Carrig | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Stephen A. Thorington | Management | For | For |
| 1.12 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amending Governing Documents and Removing Directors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EVERCORE INC. Meeting Date: JUN 16, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EVR Security ID: 29977A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger C. Altman | Management | For | For |
| 1.2 | Elect Director Richard I. Beattie | Management | For | For |
| 1.3 | Elect Director Pamela G. Carlton | Management | For | For |
| 1.4 | Elect Director Ellen V. Futter | Management | For | For |
| 1.5 | Elect Director Gail B. Harris | Management | For | For |
| 1.6 | Elect Director Robert B. Millard | Management | For | For |
| 1.7 | Elect Director Willard J. Overlock, Jr. | Management | For | For |
| 1.8 | Elect Director Simon M. Robertson | Management | For | For |
| 1.9 | Elect Director Ralph L. Schlosstein | Management | For | For |
| 1.10 | Elect Director John S. Weinberg | Management | For | For |
| 1.11 | Elect Director William J. Wheeler | Management | For | For |
| 1.12 | Elect Director Sarah K. Williamson | Management | For | For |
| 1.13 | Elect Director Kendrick R. Wilson, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: DEC 03, 2019 Record Date: OCT 07, 2019 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Craig A. Jacobson | Management | For | For |
| 1g | Elect Director Victor A. Kaufman | Management | For | Withhold |
| 1h | Elect Director Peter M. Kern | Management | For | Withhold |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Mark D. Okerstrom | Management | For | Withhold |
| 1k | Elect Director Alexander von Furstenberg | Management | For | Withhold |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2a | Approve Securities Transfer Restrictions | Management | For | For |
| 2b | Approve Change-of-Control Clause | Management | For | For |
| 3 | Ratify Ernst & Young as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | For |
| 1f | Elect Director Jon T. Gieselman | Management | For | For |
| 1g | Elect Director Craig A. Jacobson | Management | For | For |
| 1h | Elect Director Peter M. Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | For |
| 1j | Elect Director Greg Mondre | Management | For | For |
| 1k | Elect Director David Sambur | Management | For | For |
| 1l | Elect Director Alexander von Furstenberg | Management | For | For |
| 1m | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young as Auditors | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| EXTRACTION OIL & GAS, INC. Meeting Date: JUN 08, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XOG Security ID: 30227M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John S. Gaensbauer | Management | For | Withhold |
| 1.2 | Elect Director Wayne W. Murdy | Management | For | Withhold |
| 1.3 | Elect Director Matthew R. Owens | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| 5 | Reduce Authorized Common Stock | Management | For | For |
| FACEBOOK, INC. Meeting Date: MAY 27, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FB Security ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Peter A. Thiel | Management | For | Withhold |
| 1.8 | Elect Director Tracey T. Travis | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Non-Employee Director Compensation Policy | Management | For | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| 7 | Report on Political Advertising | Shareholder | Against | For |
| 8 | Require Independent Director Nominee with Human and/or Civil Rights Experience | Shareholder | Against | Against |
| 9 | Report on Civil and Human Rights Risk Assessment | Shareholder | Against | Against |
| 10 | Report on Online Child Sexual Exploitation | Shareholder | Against | For |
| 11 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| FORD MOTOR COMPANY Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: F Security ID: 345370860 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Anthony F. Earley, Jr. | Management | For | For |
| 1c | Elect Director Edsel B. Ford, II | Management | For | For |
| 1d | Elect Director William Clay Ford, Jr. | Management | For | For |
| 1e | Elect Director James P. Hackett | Management | For | For |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director William E. Kennard | Management | For | For |
| 1h | Elect Director John C. Lechleiter | Management | For | For |
| 1i | Elect Director Beth E. Mooney | Management | For | For |
| 1j | Elect Director John L. Thornton | Management | For | For |
| 1k | Elect Director John B. Veihmeyer | Management | For | For |
| 1l | Elect Director Lynn M. Vojvodich | Management | For | For |
| 1m | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| FORTINET, INC. Meeting Date: JUN 19, 2020 Record Date: APR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FTNT Security ID: 34959E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kelly Ducourty | Management | For | For |
| 1.4 | Elect Director Jean Hu | Management | For | For |
| 1.5 | Elect Director Ming Hsieh | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Christopher B. Paisley | Management | For | For |
| 1.8 | Elect Director Judith Sim | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Prepare Employment Diversity Report | Shareholder | Against | For |
| GENESEE & WYOMING INC. Meeting Date: OCT 03, 2019 Record Date: AUG 19, 2019 Meeting Type: SPECIAL | ||||
| Ticker: GWR Security ID: 371559105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| GRAFTECH INTERNATIONAL LTD. Meeting Date: MAY 14, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EAF Security ID: 384313508 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian L. Acton | Management | For | For |
| 1.2 | Elect Director David Gregory | Management | For | Against |
| 1.3 | Elect Director David J. Rintoul | Management | For | Against |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| H&R BLOCK, INC. Meeting Date: SEP 12, 2019 Record Date: JUL 12, 2019 Meeting Type: ANNUAL | ||||
| Ticker: HRB Security ID: 093671105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Angela N. Archon | Management | For | For |
| 1b | Elect Director Paul J. Brown | Management | For | For |
| 1c | Elect Director Robert A. Gerard | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director David Baker Lewis | Management | For | For |
| 1g | Elect Director Victoria J. Reich | Management | For | For |
| 1h | Elect Director Bruce C. Rohde | Management | For | For |
| 1i | Elect Director Matthew E. Winter | Management | For | For |
| 1j | Elect Director Christianna Wood | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HERBALIFE NUTRITION LTD. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HLF Security ID: G4412G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Agwunobi | Management | For | For |
| 1.2 | Elect Director James L. Nelson | Management | For | For |
| 1.3 | Elect Director Richard H. Carmona | Management | For | For |
| 1.4 | Elect Director Jonathan Christodoro | Management | For | For |
| 1.5 | Elect Director Hunter C. Gary | Management | For | For |
| 1.6 | Elect Director Nicholas Graziano | Management | For | For |
| 1.7 | Elect Director Alan LeFevre | Management | For | For |
| 1.8 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.9 | Elect Director Juan Miguel Mendoza | Management | For | For |
| 1.10 | Elect Director Michael Montelongo | Management | For | For |
| 1.11 | Elect Director Maria Otero | Management | For | For |
| 1.12 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.13 | Elect Director John Tartol | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Articles of Association to Eliminate the Casting Vote | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| HEWLETT PACKARD ENTERPRISE COMPANY Meeting Date: APR 01, 2020 Record Date: FEB 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HPE Security ID: 42824C109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Jean M. Hobby | Management | For | For |
| 1d | Elect Director George R. Kurtz | Management | For | For |
| 1e | Elect Director Raymond J. Lane | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Antonio F. Neri | Management | For | For |
| 1h | Elect Director Charles H. Noski | Management | For | For |
| 1i | Elect Director Raymond E. Ozzie | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Patricia F. Russo | Management | For | For |
| 1l | Elect Director Lip-Bu Tan | Management | For | For |
| 1m | Elect Director Mary Agnes Wilderotter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| HP INC. Meeting Date: MAY 12, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Aida M. Alvarez | Management | For | For |
| 1.2 | Elect Director Shumeet Banerji | Management | For | For |
| 1.3 | Elect Director Robert R. Bennett | Management | For | For |
| 1.4 | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1.5 | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1.6 | Elect Director Stephanie A. Burns | Management | For | For |
| 1.7 | Elect Director Mary Anne Citrino | Management | For | For |
| 1.8 | Elect Director Richard L. Clemmer | Management | For | For |
| 1.9 | Elect Director Enrique Lores | Management | For | For |
| 1.10 | Elect Director Yoky Matsuoka | Management | For | For |
| 1.11 | Elect Director Stacey Mobley | Management | For | For |
| 1.12 | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| HUMANA INC. Meeting Date: APR 23, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1b | Elect Director Frank J. Bisignano | Management | For | For |
| 1c | Elect Director Bruce D. Broussard | Management | For | For |
| 1d | Elect Director Frank A. D'Amelio | Management | For | For |
| 1e | Elect Director W. Roy Dunbar | Management | For | For |
| 1f | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1g | Elect Director John W. Garratt | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director James J. O'Brien | Management | For | For |
| 1l | Elect Director Marissa T. Peterson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INCYTE CORPORATION Meeting Date: MAY 26, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Paul J. Clancy | Management | For | For |
| 1.4 | Elect Director Wendy L. Dixon | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Paul A. Friedman | Management | For | For |
| 1.7 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.8 | Elect Director Katherine A. High | Management | For | For |
| 1.9 | Elect Director Herve Hoppenot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INTERNATIONAL GAME TECHNOLOGY PLC Meeting Date: JUN 25, 2020 Record Date: JUN 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IGT Security ID: G4863A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Director Beatrice Bassey | Management | For | For |
| 4 | Elect Director Massimiliano Chiara | Management | For | For |
| 5 | Elect Director Alberto Dessy | Management | For | For |
| 6 | Elect Director Marco Drago | Management | For | For |
| 7 | Elect Director James McCann | Management | For | For |
| 8 | Elect Director Heather McGregor | Management | For | For |
| 9 | Elect Director Lorenzo Pellicioli | Management | For | For |
| 10 | Elect Director Samantha Ravich | Management | For | For |
| 11 | Elect Director Vincent Sadusky | Management | For | For |
| 12 | Elect Director Gianmario Tondato Da Ruos | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve EU Political Donations | Management | For | For |
| 16 | Authorize Issue of Equity | Management | For | For |
| 17 | Issue of Equity or Equity-Linked Securities without Pre-emptive Rights | Management | For | For |
| 18 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| JABIL INC. Meeting Date: JAN 23, 2020 Record Date: NOV 29, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JBL Security ID: 466313103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anousheh Ansari | Management | For | For |
| 1.2 | Elect Director Martha F. Brooks | Management | For | For |
| 1.3 | Elect Director Christopher S. Holland | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Mark T. Mondello | Management | For | For |
| 1.6 | Elect Director John C. Plant | Management | For | For |
| 1.7 | Elect Director Steven A. Raymund | Management | For | For |
| 1.8 | Elect Director Thomas A. Sansone | Management | For | For |
| 1.9 | Elect Director David M. Stout | Management | For | For |
| 1.10 | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JOHNSON & JOHNSON Meeting Date: APR 23, 2020 Record Date: FEB 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary C. Beckerle | Management | For | For |
| 1b | Elect Director D. Scott Davis | Management | For | For |
| 1c | Elect Director Ian E. L. Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Alex Gorsky | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Hubert Joly | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Anne M. Mulcahy | Management | For | For |
| 1j | Elect Director Charles Prince | Management | For | For |
| 1k | Elect Director A. Eugene Washington | Management | For | For |
| 1l | Elect Director Mark A. Weinberger | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Permit Removal of Directors With or Without Cause | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Governance Measures Implemented Related to Opioids | Shareholder | Against | For |
| JONES LANG LASALLE INCORPORATED Meeting Date: MAY 28, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JLL Security ID: 48020Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1d | Elect Director Ming Lu | Management | For | For |
| 1e | Elect Director Bridget A. Macaskill | Management | For | For |
| 1f | Elect Director Deborah H. McAneny | Management | For | For |
| 1g | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1h | Elect Director Martin H. Nesbitt | Management | For | For |
| 1i | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1j | Elect Director Sheila A. Penrose | Management | For | For |
| 1k | Elect Director Ann Marie Petach | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| JPMORGAN CHASE & CO. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Lee R. Raymond | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Reputational Risk Related to Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production. | Shareholder | Against | Against |
| 6 | Report on Climate Change | Shareholder | Against | For |
| 7 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 8 | Report on Charitable Contributions | Shareholder | Against | Against |
| 9 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| KOSMOS ENERGY LTD. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KOS Security ID: 500688106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Andrew G. Inglis | Management | For | For |
| 1B | Elect Director Richard Dearlove | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| LAM RESEARCH CORPORATION Meeting Date: NOV 05, 2019 Record Date: SEP 06, 2019 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sohail U. Ahmed | Management | For | For |
| 1.2 | Elect Director Timothy M. Archer | Management | For | For |
| 1.3 | Elect Director Eric K. Brandt | Management | For | For |
| 1.4 | Elect Director Michael R. Cannon | Management | For | For |
| 1.5 | Elect Director Youssef A. El-Mansy | Management | For | For |
| 1.6 | Elect Director Catherine P. Lego | Management | For | For |
| 1.7 | Elect Director Bethany J. Mayer | Management | For | For |
| 1.8 | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1.9 | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1.10 | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director William H. Cunningham | Management | For | For |
| 1.3 | Elect Director Dennis R. Glass | Management | For | For |
| 1.4 | Elect Director George W. Henderson, III | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Michael F. Mee | Management | For | For |
| 1.9 | Elect Director Patrick S. Pittard | Management | For | For |
| 1.10 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Special Meeting Right Provisions | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| LPL FINANCIAL HOLDINGS INC. Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LPLA Security ID: 50212V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Allison H. Mnookin | Management | For | For |
| 1f | Elect Director Anne M. Mulcahy | Management | For | For |
| 1g | Elect Director James S. Putnam | Management | For | For |
| 1h | Elect Director Richard P. Schifter | Management | For | For |
| 1i | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MANPOWERGROUP, INC. Meeting Date: MAY 08, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MAN Security ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Gina R. Boswell | Management | For | For |
| 1B | Elect Director Cari M. Dominguez | Management | For | For |
| 1C | Elect Director William Downe | Management | For | For |
| 1D | Elect Director John F. Ferraro | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Jonas Prising | Management | For | For |
| 1I | Elect Director Paul Read | Management | For | For |
| 1J | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1K | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| MASTERCARD INCORPORATED Meeting Date: JUN 16, 2020 Record Date: APR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MA Security ID: 57636Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Haythornthwaite | Management | For | For |
| 1b | Elect Director Ajay Banga | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Steven J. Freiberg | Management | For | For |
| 1e | Elect Director Julius Genachowski | Management | For | For |
| 1f | Elect Director Choon Phong Goh | Management | For | For |
| 1g | Elect Director Merit E. Janow | Management | For | For |
| 1h | Elect Director Oki Matsumoto | Management | For | For |
| 1i | Elect Director Youngme Moon | Management | For | For |
| 1j | Elect Director Rima Qureshi | Management | For | For |
| 1k | Elect Director Jose Octavio Reyes Lagunes | Management | For | For |
| 1l | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1m | Elect Director Jackson Tai | Management | For | For |
| 1n | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MCKESSON CORPORATION Meeting Date: JUL 31, 2019 Record Date: JUN 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Caruso | Management | For | For |
| 1.2 | Elect Director N. Anthony Coles | Management | For | For |
| 1.3 | Elect Director M. Christine Jacobs | Management | For | For |
| 1.4 | Elect Director Donald R. Knauss | Management | For | For |
| 1.5 | Elect Director Marie L. Knowles | Management | For | For |
| 1.6 | Elect Director Bradley E. Lerman | Management | For | For |
| 1.7 | Elect Director Edward A. Mueller | Management | For | For |
| 1.8 | Elect Director Susan R. Salka | Management | For | For |
| 1.9 | Elect Director Brian S. Tyler | Management | For | For |
| 1.10 | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| METLIFE, INC. Meeting Date: JUN 16, 2020 Record Date: APR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MET Security ID: 59156R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Gerald L. Hassell | Management | For | For |
| 1d | Elect Director David L. Herzog | Management | For | For |
| 1e | Elect Director R. Glenn Hubbard | Management | For | For |
| 1f | Elect Director Edward J. Kelly, III | Management | For | For |
| 1g | Elect Director William E. Kennard | Management | For | For |
| 1h | Elect Director Michel A. Khalaf | Management | For | For |
| 1i | Elect Director Catherine R. Kinney | Management | For | For |
| 1j | Elect Director Diana L. McKenzie | Management | For | For |
| 1k | Elect Director Denise M. Morrison | Management | For | For |
| 1l | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MGIC INVESTMENT CORPORATION Meeting Date: APR 23, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MTG Security ID: 552848103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.2 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.3 | Elect Director Curt S. Culver | Management | For | For |
| 1.4 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.5 | Elect Director Timothy A. Holt | Management | For | For |
| 1.6 | Elect Director Kenneth M. Jastrow, II | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Melissa B. Lora | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Gary A. Poliner | Management | For | For |
| 1.12 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.13 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION Meeting Date: DEC 04, 2019 Record Date: OCT 08, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William H. Gates, III | Management | For | For |
| 1.2 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.3 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.4 | Elect Director Teri L. List-Stoll | Management | For | For |
| 1.5 | Elect Director Satya Nadella | Management | For | For |
| 1.6 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.7 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director Arne M. Sorenson | Management | For | For |
| 1.10 | Elect Director John W. Stanton | Management | For | For |
| 1.11 | Elect Director John W. Thompson | Management | For | For |
| 1.12 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.13 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Employee Representation on the Board of Directors | Shareholder | Against | Against |
| 5 | Report on Gender Pay Gap | Shareholder | Against | For |
| MURPHY USA INC. Meeting Date: MAY 07, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MUSA Security ID: 626755102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Claiborne P. Deming | Management | For | For |
| 1.2 | Elect Director Jack T. Taylor | Management | For | For |
| 1.3 | Elect Director Jeanne L. Phillips | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditor | Management | For | For |
| NAVIENT CORPORATION Meeting Date: MAY 20, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NAVI Security ID: 63938C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frederick Arnold | Management | For | For |
| 1b | Elect Director Anna Escobedo Cabral | Management | For | For |
| 1c | Elect Director Larry A. Klane | Management | For | For |
| 1d | Elect Director Katherine A. Lehman | Management | For | For |
| 1e | Elect Director Linda A. Mills | Management | For | For |
| 1f | Elect Director John (Jack) F. Remondi | Management | For | For |
| 1g | Elect Director Jane J. Thompson | Management | For | For |
| 1h | Elect Director Laura S. Unger | Management | For | For |
| 1i | Elect Director David L Yowan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PARSLEY ENERGY, INC. Meeting Date: JAN 09, 2020 Record Date: NOV 25, 2019 Meeting Type: SPECIAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| PARSLEY ENERGY, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director A.R. Alameddine | Management | For | For |
| 1B | Elect Director Matt Gallagher | Management | For | For |
| 1C | Elect Director Karen Hughes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| POPULAR, INC. Meeting Date: MAY 12, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BPOP Security ID: 733174700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Maria Luisa Ferre | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Change Range for Size of the Board | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 8 | Adjourn Meeting | Management | For | For |
| QUALCOMM INCORPORATED Meeting Date: MAR 10, 2020 Record Date: JAN 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: QCOM Security ID: 747525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Fields | Management | For | For |
| 1b | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1c | Elect Director Ann M. Livermore | Management | For | For |
| 1d | Elect Director Harish Manwani | Management | For | For |
| 1e | Elect Director Mark D. McLaughlin | Management | For | For |
| 1f | Elect Director Steve Mollenkopf | Management | For | For |
| 1g | Elect Director Clark T. "Sandy" Randt, Jr. | Management | For | For |
| 1h | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1i | Elect Director Kornelis "Neil" Smit | Management | For | For |
| 1j | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RANGE RESOURCES CORPORATION Meeting Date: MAY 13, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RRC Security ID: 75281A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda A. Cline | Management | For | For |
| 1b | Elect Director James M. Funk | Management | For | For |
| 1c | Elect Director Steve D. Gray | Management | For | For |
| 1d | Elect Director Greg G. Maxwell | Management | For | For |
| 1e | Elect Director Steffen E. Palko | Management | For | For |
| 1f | Elect Director Jeffrey L. Ventura | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 1g | Elect Director Margaret K. Dorman | Management | For | For |
| REGAL BELOIT CORPORATION Meeting Date: APR 28, 2020 Record Date: MAR 05, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RBC Security ID: 758750103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Christopher L. Doerr | Management | For | For |
| 1e | Elect Director Dean A. Foate | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RELIANCE STEEL & ALUMINUM CO. Meeting Date: MAY 20, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RS Security ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah J. Anderson | Management | For | For |
| 1b | Elect Director Lisa L. Baldwin | Management | For | For |
| 1c | Elect Director Karen W. Colonias | Management | For | For |
| 1d | Elect Director John G. Figueroa | Management | For | For |
| 1e | Elect Director David H. Hannah | Management | For | For |
| 1f | Elect Director James D. Hoffman | Management | For | For |
| 1g | Elect Director Mark V. Kaminski | Management | For | For |
| 1h | Elect Director Robert A. McEvoy | Management | For | For |
| 1i | Elect Director Andrew G. Sharkey, III | Management | For | For |
| 1j | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| S&P GLOBAL INC. Meeting Date: MAY 13, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director William J. Amelio | Management | For | For |
| 1.3 | Elect Director William D. Green | Management | For | For |
| 1.4 | Elect Director Charles E. Haldeman, Jr. | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca J. Jacoby | Management | For | For |
| 1.7 | Elect Director Monique F. Leroux | Management | For | For |
| 1.8 | Elect Director Maria R. Morris | Management | For | For |
| 1.9 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.10 | Elect Director Edward B. Rust, Jr. | Management | For | For |
| 1.11 | Elect Director Kurt L. Schmoke | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SLM CORPORATION Meeting Date: JUN 18, 2020 Record Date: APR 21, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SLM Security ID: 78442P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul G. Child | Management | For | For |
| 1b | Elect Director Mary Carter Warren Franke | Management | For | For |
| 1c | Elect Director Earl A. Goode | Management | For | For |
| 1d | Elect Director Marianne M. Keler | Management | For | For |
| 1e | Elect Director Mark L. Lavelle | Management | For | For |
| 1f | Elect Director Jim Matheson | Management | For | For |
| 1g | Elect Director Frank C. Puleo | Management | For | For |
| 1h | Elect Director Vivian C. Schneck-Last | Management | For | For |
| 1i | Elect Director William N. Shiebler | Management | For | For |
| 1j | Elect Director Robert S. Strong | Management | For | For |
| 1k | Elect Director Jonathan W. Witter | Management | For | For |
| 1l | Elect Director Kirsten O. Wolberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 21, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director Gary C. Kelly | Management | For | For |
| 1h | Elect Director Grace D. Lieblein | Management | For | For |
| 1i | Elect Director Nancy B. Loeffler | Management | For | For |
| 1j | Elect Director John T. Montford | Management | For | For |
| 1k | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SPR Security ID: 848574109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Charles L. Chadwell | Management | For | For |
| 1c | Elect Director Irene M. Esteves | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Richard A. Gephardt | Management | For | For |
| 1g | Elect Director Robert D. Johnson | Management | For | For |
| 1h | Elect Director Ronald T. Kadish | Management | For | For |
| 1i | Elect Director John L. Plueger | Management | For | For |
| 1j | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| STATE STREET CORPORATION Meeting Date: MAY 20, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Richard P. Sergel | Management | For | For |
| 1k | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| STEEL DYNAMICS, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Keith E. Busse | Management | For | For |
| 1.4 | Elect Director Frank D. Byrne | Management | For | For |
| 1.5 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.6 | Elect Director Traci M. Dolan | Management | For | For |
| 1.7 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.8 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.9 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.10 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.11 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SYSCO CORPORATION Meeting Date: NOV 15, 2019 Record Date: SEP 16, 2019 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas L. Bene | Management | For | For |
| 1b | Elect Director Daniel J. Brutto | Management | For | For |
| 1c | Elect Director John M. Cassaday | Management | For | For |
| 1d | Elect Director Joshua D. Frank | Management | For | For |
| 1e | Elect Director Larry C. Glasscock | Management | For | For |
| 1f | Elect Director Bradley M. Halverson | Management | For | For |
| 1g | Elect Director John M. Hinshaw | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Stephanie A. Lundquist | Management | For | For |
| 1j | Elect Director Nancy S. Newcomb | Management | For | For |
| 1k | Elect Director Nelson Peltz | Management | For | For |
| 1l | Elect Director Edward D. Shirley | Management | For | For |
| 1m | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 12, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark S. Bartlett | Management | For | For |
| 1b | Elect Director Mary K. Bush | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Olympia J. Snowe | Management | For | For |
| 1g | Elect Director Robert J. Stevens | Management | For | For |
| 1h | Elect Director William J. Stromberg | Management | For | For |
| 1i | Elect Director Richard R. Verma | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on and Assess Proxy Voting Policies in Relation to Climate Change Position | Shareholder | Against | Against |
| TARGET CORPORATION Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director George S. Barrett | Management | For | For |
| 1c | Elect Director Brian C. Cornell | Management | For | For |
| 1d | Elect Director Calvin Darden | Management | For | For |
| 1e | Elect Director Robert L. Edwards | Management | For | For |
| 1f | Elect Director Melanie L. Healey | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Mary E. Minnick | Management | For | For |
| 1j | Elect Director Kenneth L. Salazar | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| TELEPHONE AND DATA SYSTEMS, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TDS Security ID: 879433829 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clarence A. Davis | Management | For | For |
| 1.2 | Elect Director George W. Off | Management | For | For |
| 1.3 | Elect Director Wade Oosterman | Management | For | For |
| 1.4 | Elect Director Gary L. Sugarman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| THE TIMKEN COMPANY Meeting Date: MAY 08, 2020 Record Date: FEB 21, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TKR Security ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.5 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.6 | Elect Director James F. Palmer | Management | For | For |
| 1.7 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.8 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.9 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.10 | Elect Director Ward J. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Jacqueline F. Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE TJX COMPANIES, INC. Meeting Date: JUN 09, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TJX Security ID: 872540109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Zein Abdalla | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director Ernie Herrman | Management | For | For |
| 1f | Elect Director Michael F. Hines | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 1j | Elect Director John F. O'Brien | Management | For | For |
| 1k | Elect Director Willow B. Shire | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Reduction of Chemical Footprint | Shareholder | Against | For |
| 5 | Report on Animal Welfare | Shareholder | Against | Against |
| 6 | Report on Pay Disparity | Shareholder | Against | Against |
| 7 | Stock Retention/Holding Period | Shareholder | Against | For |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 01, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard T. Burke | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Stephen J. Hemsley | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director F. William McNabb, III | Management | For | For |
| 1f | Elect Director Valerie C. Montgomery Rice | Management | For | For |
| 1g | Elect Director John H. Noseworthy | Management | For | For |
| 1h | Elect Director Glenn M. Renwick | Management | For | For |
| 1i | Elect Director David S. Wichmann | Management | For | For |
| 1j | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| VISA INC. Meeting Date: JAN 28, 2020 Record Date: NOV 29, 2019 Meeting Type: ANNUAL | ||||
| Ticker: V Security ID: 92826C839 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | Against |
| 1b | Elect Director Mary B. Cranston | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon L. Laguarta | Management | For | For |
| 1f | Elect Director John F. Lundgren | Management | For | For |
| 1g | Elect Director Robert W. Matschullat | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1j | Elect Director John A. C. Swainson | Management | For | For |
| 1k | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| VISTRA ENERGY CORP. Meeting Date: APR 29, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: VST Security ID: 92840M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2.1 | Elect Director Hilary E. Ackermann | Management | For | For |
| 2.2 | Elect Director Arcilia C. Acosta | Management | For | For |
| 2.3 | Elect Director Gavin R. Baiera | Management | For | For |
| 2.4 | Elect Director Paul M. Barbas | Management | For | For |
| 2.5 | Elect Director Lisa Crutchfield | Management | For | For |
| 2.6 | Elect Director Brian K. Ferraioli | Management | For | For |
| 2.7 | Elect Director Scott B. Helm | Management | For | For |
| 2.8 | Elect Director Jeff D. Hunter | Management | For | For |
| 2.9 | Elect Director Curtis A. Morgan | Management | For | For |
| 2.10 | Elect Director John R. (JR) Sult | Management | For | For |
| 3.1 | Elect Director Gavin R. Baiera | Management | For | For |
| 3.2 | Elect Director Scott B. Helm | Management | For | For |
| 3.3 | Elect Director Curtis A. Morgan | Management | For | For |
| 3.4 | Elect Director John R. (JR) Sult | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WESTERN ALLIANCE BANCORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WAL Security ID: 957638109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce Beach | Management | For | For |
| 1b | Elect Director Juan Figuereo | Management | For | For |
| 1c | Elect Director Howard Gould | Management | For | For |
| 1d | Elect Director Steven Hilton | Management | For | For |
| 1e | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1f | Elect Director Robert Latta | Management | For | For |
| 1g | Elect Director Todd Marshall | Management | For | For |
| 1h | Elect Director Adriane McFetridge | Management | For | For |
| 1i | Elect Director Michael Patriarca | Management | For | For |
| 1j | Elect Director Robert Sarver | Management | For | For |
| 1k | Elect Director Bryan Segedi | Management | For | For |
| 1l | Elect Director Donald Snyder | Management | For | For |
| 1m | Elect Director Sung Won Sohn | Management | For | For |
| 1n | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| WHIRLPOOL CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WHR Security ID: 963320106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Gary T. DiCamillo | Management | For | For |
| 1e | Elect Director Diane M. Dietz | Management | For | For |
| 1f | Elect Director Gerri T. Elliott | Management | For | For |
| 1g | Elect Director Jennifer A. LaClair | Management | For | For |
| 1h | Elect Director John D. Liu | Management | For | For |
| 1i | Elect Director James M. Loree | Management | For | For |
| 1j | Elect Director Harish Manwani | Management | For | For |
| 1k | Elect Director Patricia K. Poppe | Management | For | For |
| 1l | Elect Director Larry O. Spencer | Management | For | For |
| 1m | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAR 05, 2020 Record Date: FEB 04, 2020 Meeting Type: SPECIAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John A. Carrig | Management | For | For |
| 1.2 | Elect Director Clay M. Gaspar | Management | For | For |
| 1.3 | Elect Director Robert K. Herdman | Management | For | For |
| 1.4 | Elect Director Kelt Kindick | Management | For | For |
| 1.5 | Elect Director Karl F. Kurz | Management | For | For |
| 1.6 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1.7 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.8 | Elect Director Martin Phillips | Management | For | For |
| 1.9 | Elect Director Douglas E. Swanson, Jr. | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| XEROX HOLDINGS CORPORATION Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XRX Security ID: 98421M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Cozza | Management | For | For |
| 1.2 | Elect Director Jonathan Christodoro | Management | For | Against |
| 1.3 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.4 | Elect Director Nicholas Graziano | Management | For | For |
| 1.5 | Elect Director Cheryl Gordon Krongard | Management | For | Against |
| 1.6 | Elect Director Scott Letier | Management | For | Against |
| 1.7 | Elect Director Giovanni ('John') Visentin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| XPO LOGISTICS, INC. Meeting Date: MAY 14, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XPO Security ID: 983793100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley S. Jacobs | Management | For | For |
| 1.2 | Elect Director Gena L. Ashe | Management | For | For |
| 1.3 | Elect Director Marlene M. Colucci | Management | For | For |
| 1.4 | Elect Director AnnaMaria DeSalva | Management | For | For |
| 1.5 | Elect Director Michael G. Jesselson | Management | For | For |
| 1.6 | Elect Director Adrian P. Kingshott | Management | For | For |
| 1.7 | Elect Director Jason D. Papastavrou | Management | For | For |
| 1.8 | Elect Director Oren G. Shaffer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Report on Integrating ESG Metrics Into Executive Compensation Program | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Sexual Harassment | Shareholder | Against | For |
| 8 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | For |
| ZYNGA INC. Meeting Date: MAY 19, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ZNGA Security ID: 98986T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Pincus | Management | For | For |
| 1b | Elect Director Frank Gibeau | Management | For | For |
| 1c | Elect Director Regina E. Dugan | Management | For | For |
| 1d | Elect Director William "Bing" Gordon | Management | For | For |
| 1e | Elect Director Louis J. Lavigne, Jr. | Management | For | For |
| 1f | Elect Director Carol G. Mills | Management | For | For |
| 1g | Elect Director Janice M. Roberts | Management | For | For |
| 1h | Elect Director Ellen F. Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
Nuveen Large Cap Growth Fund
| ABBVIE INC. Meeting Date: MAY 08, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABBV Security ID: 00287Y109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Edward M. Liddy | Management | For | For |
| 1.3 | Elect Director Melody B. Meyer | Management | For | For |
| 1.4 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 6 | Require Independent Board Chairman | Shareholder | Against | Against |
| 7 | Report on Integrating Risks Related to Drug Pricing into Senior Executive Compensation | Shareholder | Against | For |
| ACUITY BRANDS, INC. Meeting Date: JAN 08, 2020 Record Date: NOV 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AYI Security ID: 00508Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Patrick Battle | Management | For | For |
| 1b | Elect Director Peter C. Browning | Management | For | For |
| 1c | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1d | Elect Director James H. Hance, Jr. | Management | For | For |
| 1e | Elect Director Robert F. McCullough | Management | For | For |
| 1f | Elect Director Vernon J. Nagel | Management | For | For |
| 1g | Elect Director Dominic J. Pileggi | Management | For | For |
| 1h | Elect Director Ray M. Robinson | Management | For | For |
| 1i | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ADOBE INC. Meeting Date: APR 09, 2020 Record Date: FEB 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ADBE Security ID: 00724F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy L. Banse | Management | For | For |
| 1b | Elect Director Frank A. Calderoni | Management | For | For |
| 1c | Elect Director James E. Daley | Management | For | For |
| 1d | Elect Director Laura B. Desmond | Management | For | For |
| 1e | Elect Director Charles M. Geschke | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Kathleen Oberg | Management | For | For |
| 1h | Elect Director Dheeraj Pandey | Management | For | For |
| 1i | Elect Director David A. Ricks | Management | For | For |
| 1j | Elect Director Daniel L. Rosensweig | Management | For | For |
| 1k | Elect Director John E. Warnock | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Gender Pay Gap | Shareholder | Against | Against |
| ALLISON TRANSMISSION HOLDINGS, INC. Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ALSN Security ID: 01973R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy L. Altmaier | Management | For | For |
| 1b | Elect Director Stan A. Askren | Management | For | For |
| 1c | Elect Director Lawrence E. Dewey | Management | For | For |
| 1d | Elect Director David C. Everitt | Management | For | For |
| 1e | Elect Director Alvaro Garcia-Tunon | Management | For | For |
| 1f | Elect Director David S. Graziosi | Management | For | For |
| 1g | Elect Director Carolann I. Haznedar | Management | For | For |
| 1h | Elect Director Richard P. Lavin | Management | For | For |
| 1i | Elect Director Thomas W. Rabaut | Management | For | For |
| 1j | Elect Director Richard V. Reynolds | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC. Meeting Date: JUN 03, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GOOGL Security ID: 02079K305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Larry Page | Management | For | For |
| 1.2 | Elect Director Sergey Brin | Management | For | For |
| 1.3 | Elect Director Sundar Pichai | Management | For | For |
| 1.4 | Elect Director John L. Hennessy | Management | For | For |
| 1.5 | Elect Director Frances H. Arnold | Management | For | For |
| 1.6 | Elect Director L. John Doerr | Management | For | Withhold |
| 1.7 | Elect Director Roger W. Ferguson Jr. | Management | For | For |
| 1.8 | Elect Director Ann Mather | Management | For | For |
| 1.9 | Elect Director Alan R. Mulally | Management | For | Withhold |
| 1.10 | Elect Director K. Ram Shiram | Management | For | Withhold |
| 1.11 | Elect Director Robin L. Washington | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Report on Arbitration of Employment-Related Claims | Shareholder | Against | For |
| 7 | Establish Human Rights Risk Oversight Committee | Shareholder | Against | For |
| 8 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| 9 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation | Shareholder | Against | For |
| 10 | Report on Takedown Requests | Shareholder | Against | For |
| 11 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| 12 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 13 | Require Independent Director Nominee with Human and/or Civil Rights Experience | Shareholder | Against | For |
| 14 | Report on Whistleblower Policies and Practices | Shareholder | Against | Against |
| AMAZON.COM, INC. Meeting Date: MAY 27, 2020 Record Date: APR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMZN Security ID: 023135106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Rosalind G. Brewer | Management | For | For |
| 1c | Elect Director Jamie S. Gorelick | Management | For | For |
| 1d | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1e | Elect Director Judith A. McGrath | Management | For | For |
| 1f | Elect Director Indra K. Nooyi | Management | For | For |
| 1g | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1h | Elect Director Thomas O. Ryder | Management | For | For |
| 1i | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1j | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 5 | Report on Management of Food Waste | Shareholder | Against | For |
| 6 | Report on Customers' Use of its Surveillance and Computer Vision Products or Cloud-Based Services | Shareholder | Against | For |
| 7 | Report on Potential Human Rights Impacts of Customers' Use of Rekognition | Shareholder | Against | For |
| 8 | Report on Products Promoting Hate Speech and Sales of Offensive Products | Shareholder | Against | For |
| 9 | Require Independent Board Chairman | Shareholder | Against | Against |
| 10 | Report on Global Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 11 | Report on Reducing Environmental and Health Harms to Communities of Color | Shareholder | Against | Against |
| 12 | Report on Viewpoint Discrimination | Shareholder | Against | Against |
| 13 | Report on Promotion Velocity | Shareholder | Against | Against |
| 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 15 | Human Rights Risk Assessment | Shareholder | Against | For |
| 16 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| AMC NETWORKS INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMCX Security ID: 00164V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.2 | Elect Director Leonard Tow | Management | For | For |
| 1.3 | Elect Director David E. Van Zandt | Management | For | For |
| 1.4 | Elect Director Carl E. Vogel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| AMERICAN TOWER CORPORATION Meeting Date: MAY 18, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMT Security ID: 03027X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Raymond P. Dolan | Management | For | For |
| 1c | Elect Director Robert D. Hormats | Management | For | For |
| 1d | Elect Director Gustavo Lara Cantu | Management | For | For |
| 1e | Elect Director Grace D. Lieblein | Management | For | For |
| 1f | Elect Director Craig Macnab | Management | For | For |
| 1g | Elect Director JoAnn A. Reed | Management | For | For |
| 1h | Elect Director Pamela D.A. Reeve | Management | For | For |
| 1i | Elect Director David E. Sharbutt | Management | For | For |
| 1j | Elect Director Bruce L. Tanner | Management | For | For |
| 1k | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Dianne Neal Blixt | Management | For | For |
| 1c | Elect Director Amy DiGeso | Management | For | For |
| 1d | Elect Director Lon R. Greenberg | Management | For | For |
| 1e | Elect Director Jeffrey Noddle | Management | For | For |
| 1f | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 1i | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 05, 2020 Record Date: JAN 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ornella Barra | Management | For | For |
| 1.2 | Elect Director Steven H. Collis | Management | For | For |
| 1.3 | Elect Director D. Mark Durcan | Management | For | For |
| 1.4 | Elect Director Richard W. Gochnauer | Management | For | For |
| 1.5 | Elect Director Lon R. Greenberg | Management | For | For |
| 1.6 | Elect Director Jane E. Henney | Management | For | For |
| 1.7 | Elect Director Kathleen W. Hyle | Management | For | For |
| 1.8 | Elect Director Michael J. Long | Management | For | For |
| 1.9 | Elect Director Henry W. McGee | Management | For | For |
| 1.10 | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Adopt Policy on Bonus Banking | Shareholder | Against | For |
| AMGEN INC. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMGN Security ID: 031162100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Brian J. Druker | Management | For | For |
| 1d | Elect Director Robert A. Eckert | Management | For | For |
| 1e | Elect Director Greg C. Garland | Management | For | For |
| 1f | Elect Director Fred Hassan | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director Tyler Jacks | Management | For | For |
| 1i | Elect Director Ellen J. Kullman | Management | For | For |
| 1j | Elect Director Ronald D. Sugar | Management | For | For |
| 1k | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| APPLE INC. Meeting Date: FEB 26, 2020 Record Date: JAN 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AAPL Security ID: 037833100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | For |
| 1e | Elect Director Art Levinson | Management | For | For |
| 1f | Elect Director Ron Sugar | Management | For | For |
| 1g | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Proxy Access Amendments | Shareholder | Against | For |
| 5 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation | Shareholder | Against | Against |
| 6 | Report on Freedom of Expression and Access to Information Policies | Shareholder | Against | For |
| ARMSTRONG WORLD INDUSTRIES, INC. Meeting Date: JUL 11, 2019 Record Date: APR 23, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AWI Security ID: 04247X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stan A. Askren | Management | For | For |
| 1.2 | Elect Director Victor D. Grizzle | Management | For | For |
| 1.3 | Elect Director Tao Huang | Management | For | For |
| 1.4 | Elect Director Barbara L. Loughran | Management | For | For |
| 1.5 | Elect Director Larry S. McWilliams | Management | For | For |
| 1.6 | Elect Director James C. Melville | Management | For | For |
| 1.7 | Elect Director John J. Roberts | Management | For | For |
| 1.8 | Elect Director Wayne R. Shurts | Management | For | For |
| 1.9 | Elect Director Roy W. Templin | Management | For | For |
| 1.10 | Elect Director Cherryl T. Thomas | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ATHENE HOLDING LTD. Meeting Date: FEB 12, 2020 Record Date: NOV 12, 2019 Meeting Type: SPECIAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Bylaws | Management | For | For |
| 2 | Approve Conversion of Class B Common Shares | Management | For | For |
| 3 | Approve Conversion of Class M Common Shares | Management | For | For |
| 4 | Approve Issuance of Shares Pursuant to Transactions with Related Parties | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| A | Shareholder Represents that Neither they nor Any of its Tax Attributed Affiliates Owns Any Class B Shares or Any Equity Interests of Apollo Global Management or AP Alternative Assets. If You do not Mark Yes your Vote may Not Count. For = Yes; Against= No | Management | None | For |
| B | Shareholder Represents that it is Neither an Employee of Apollo Group nor a Management Shareholder, If You do not Mark Yes your Vote may Not Count For = Yes and Against= No | Management | None | For |
| ATHENE HOLDING LTD. Meeting Date: JUN 02, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Kleinman | Management | For | For |
| 1.2 | Elect Director Lawrence J. Ruisi | Management | For | For |
| 1.3 | Elect Director Hope Schefler Taitz | Management | For | For |
| 1.4 | Elect Director Arthur Wrubel | Management | For | Against |
| 1.5 | Elect Director Fehmi Zeko | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of the Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AUTODESK, INC. Meeting Date: JUN 18, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Betsy Rafael | Management | For | For |
| 1j | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BERRY GLOBAL GROUP, INC. Meeting Date: MAR 04, 2020 Record Date: JAN 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BERY Security ID: 08579W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director B. Evan Bayh | Management | For | For |
| 1.2 | Elect Director Jonathan F. Foster | Management | For | For |
| 1.3 | Elect Director Idalene F. Kesner | Management | For | For |
| 1.4 | Elect Director Carl J. (Rick) Rickertsen | Management | For | For |
| 1.5 | Elect Director Ronald S. Rolfe | Management | For | For |
| 1.6 | Elect Director Thomas E. Salmon | Management | For | For |
| 1.7 | Elect Director Paula A. Sneed | Management | For | For |
| 1.8 | Elect Director Robert A. Steele | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Scott B. Ullem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BEST BUY CO., INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director Kathy J. Higgins Victor | Management | For | For |
| 1e | Elect Director David W. Kenny | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Thomas L. "Tommy" Millner | Management | For | For |
| 1h | Elect Director Claudia F. Munce | Management | For | For |
| 1i | Elect Director Richelle P. Parham | Management | For | For |
| 1j | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article IX | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement to Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws | Management | For | For |
| 7 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article X | Management | For | For |
| 8 | Amend the Anti-Greenmail Provision Voting Standard in Article X, Section 2 | Management | For | For |
| BIOGEN INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIIB Security ID: 09062X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexander J. Denner | Management | For | For |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director William A. Hawkins | Management | For | For |
| 1d | Elect Director Nancy L. Leaming | Management | For | For |
| 1e | Elect Director Jesus B. Mantas | Management | For | For |
| 1f | Elect Director Richard C. Mulligan | Management | For | For |
| 1g | Elect Director Robert W. Pangia | Management | For | For |
| 1h | Elect Director Stelios Papadopoulos | Management | For | For |
| 1i | Elect Director Brian S. Posner | Management | For | For |
| 1j | Elect Director Eric K. Rowinsky | Management | For | For |
| 1k | Elect Director Stephen A. Sherwin | Management | For | For |
| 1l | Elect Director Michel Vounatsos | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOOKING HOLDINGS INC. Meeting Date: JUN 04, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BKNG Security ID: 09857L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy M. Armstrong | Management | For | For |
| 1.2 | Elect Director Jeffery H. Boyd | Management | For | For |
| 1.3 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.4 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.5 | Elect Director Wei Hopeman | Management | For | For |
| 1.6 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.7 | Elect Director Charles H. Noski | Management | For | For |
| 1.8 | Elect Director Nicholas J. Read | Management | For | For |
| 1.9 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.10 | Elect Director Bob van Dijk | Management | For | For |
| 1.11 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 1.12 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION Meeting Date: JUL 25, 2019 Record Date: JUN 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: BAH Security ID: 099502106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Ellen Jewett | Management | For | For |
| 1c | Elect Director Arthur E. Johnson | Management | For | For |
| 1d | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Classes of Common Stock | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 05, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Robert Bertolini | Management | For | For |
| 1C | Elect Director Michael W. Bonney | Management | For | For |
| 1D | Elect Director Giovanni Caforio | Management | For | For |
| 1E | Elect Director Matthew W. Emmens | Management | For | For |
| 1F | Elect Director Julia A. Haller | Management | For | For |
| 1G | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Vicki L. Sato | Management | For | For |
| 1J | Elect Director Gerald L. Storch | Management | For | For |
| 1K | Elect Director Karen H. Vousden | Management | For | For |
| 1L | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BURLINGTON STORES, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BURL Security ID: 122017106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ted English | Management | For | For |
| 1.2 | Elect Director Jordan Hitch | Management | For | For |
| 1.3 | Elect Director Mary Ann Tocio | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CARDINAL HEALTH, INC. Meeting Date: NOV 06, 2019 Record Date: SEP 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen F. Arnold | Management | For | For |
| 1.2 | Elect Director Carrie S. Cox | Management | For | For |
| 1.3 | Elect Director Calvin Darden | Management | For | For |
| 1.4 | Elect Director Bruce L. Downey | Management | For | For |
| 1.5 | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1.6 | Elect Director Akhil Johri | Management | For | For |
| 1.7 | Elect Director Michael C. Kaufmann | Management | For | For |
| 1.8 | Elect Director Gregory B. Kenny | Management | For | For |
| 1.9 | Elect Director Nancy Killefer | Management | For | For |
| 1.10 | Elect Director J. Michael Losh | Management | For | For |
| 1.11 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.12 | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARLISLE COMPANIES INCORPORATED Meeting Date: MAY 06, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CSL Security ID: 142339100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Bohn | Management | For | For |
| 1.2 | Elect Director Gregg A. Ostrander | Management | For | For |
| 1.3 | Elect Director Jesse G. Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Curtis F. Feeny | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Shira D. Goodman | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Robert E. Sulentic | Management | For | For |
| 1i | Elect Director Laura D. Tyson | Management | For | For |
| 1j | Elect Director Ray Wirta | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CIGNA CORPORATION Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CI Security ID: 125523100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David M. Cordani | Management | For | For |
| 1.2 | Elect Director William J. DeLaney | Management | For | For |
| 1.3 | Elect Director Eric J. Foss | Management | For | For |
| 1.4 | Elect Director Elder Granger | Management | For | For |
| 1.5 | Elect Director Isaiah Harris, Jr. | Management | For | For |
| 1.6 | Elect Director Roman Martinez, IV | Management | For | For |
| 1.7 | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1.8 | Elect Director Mark B. McClellan | Management | For | For |
| 1.9 | Elect Director John M. Partridge | Management | For | For |
| 1.10 | Elect Director William L. Roper | Management | For | For |
| 1.11 | Elect Director Eric C. Wiseman | Management | For | For |
| 1.12 | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 5 | Report on Gender Pay Gap | Shareholder | Against | Against |
| CINTAS CORPORATION Meeting Date: OCT 29, 2019 Record Date: SEP 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director James J. Johnson | Management | For | For |
| 1h | Elect Director Joseph Scaminace | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 10, 2019 Record Date: OCT 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director Kristina M. Johnson | Management | For | For |
| 1f | Elect Director Roderick C. McGeary | Management | For | For |
| 1g | Elect Director Charles H. Robbins | Management | For | For |
| 1h | Elect Director Arun Sarin | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Carol B. Tome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| COSTCO WHOLESALE CORPORATION Meeting Date: JAN 22, 2020 Record Date: NOV 18, 2019 Meeting Type: ANNUAL | ||||
| Ticker: COST Security ID: 22160K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan L. Decker | Management | For | For |
| 1.2 | Elect Director Richard A. Galanti | Management | For | For |
| 1.3 | Elect Director Sally Jewell | Management | For | For |
| 1.4 | Elect Director Charles T. Munger | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 5 | Disclose Board Diversity and Qualifications Matrix | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 12, 2020 Record Date: MAR 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Robert J. Bernhard | Management | For | For |
| 3 | Elect Director Franklin R. Chang Diaz | Management | For | For |
| 4 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 5 | Elect Director Stephen B. Dobbs | Management | For | For |
| 6 | Elect Director Robert K. Herdman | Management | For | For |
| 7 | Elect Director Alexis M. Herman | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Karen H. Quintos | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 14 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| DELL TECHNOLOGIES INC. Meeting Date: JUL 09, 2019 Record Date: MAY 13, 2019 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 1.6 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.7 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| DELL TECHNOLOGIES INC. Meeting Date: JUN 29, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.6 | Elect Director Lynn M. Vojvodich | Management | For | Withhold |
| 1.7 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DELTA AIR LINES, INC. Meeting Date: JUN 18, 2020 Record Date: APR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DAL Security ID: 247361702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Ashton B. Carter | Management | For | For |
| 1d | Elect Director David G. DeWalt | Management | For | For |
| 1e | Elect Director William H. Easter, III | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Sergio A. L. Rial | Management | For | For |
| 1k | Elect Director David S. Taylor | Management | For | For |
| 1l | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Report on Climate Lobbying | Shareholder | Against | For |
| 6 | Report on Political Contributions | Shareholder | Against | For |
| 7 | Report on Sexual Harassment Policy | Shareholder | Against | For |
| DIAMONDBACK ENERGY, INC. Meeting Date: JUN 03, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FANG Security ID: 25278X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven E. West | Management | For | For |
| 1.2 | Elect Director Travis D. Stice | Management | For | For |
| 1.3 | Elect Director Vincent K. Brooks | Management | For | For |
| 1.4 | Elect Director Michael P. Cross | Management | For | For |
| 1.5 | Elect Director David L. Houston | Management | For | For |
| 1.6 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.7 | Elect Director Mark L. Plaumann | Management | For | For |
| 1.8 | Elect Director Melanie M. Trent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| EBAY INC. Meeting Date: JUN 29, 2020 Record Date: MAY 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony J. Bates | Management | For | For |
| 1b | Elect Director Adriane M. Brown | Management | For | For |
| 1c | Elect Director Jesse A. Cohn | Management | For | For |
| 1d | Elect Director Diana Farrell | Management | For | For |
| 1e | Elect Director Logan D. Green | Management | For | For |
| 1f | Elect Director Bonnie S. Hammer | Management | For | For |
| 1g | Elect Director Jamie Iannone | Management | For | For |
| 1h | Elect Director Kathleen C. Mitic | Management | For | For |
| 1i | Elect Director Matthew J. Murphy | Management | For | For |
| 1j | Elect Director Pierre M. Omidyar | Management | For | For |
| 1k | Elect Director Paul S. Pressler | Management | For | For |
| 1l | Elect Director Robert H. Swan | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| EQT CORPORATION Meeting Date: MAY 01, 2020 Record Date: FEB 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Philip G. Behrman | Management | For | For |
| 1.3 | Elect Director Lee M. Canaan | Management | For | For |
| 1.4 | Elect Director Janet L. Carrig | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Stephen A. Thorington | Management | For | For |
| 1.12 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amending Governing Documents and Removing Directors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EVERCORE INC. Meeting Date: JUN 16, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EVR Security ID: 29977A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger C. Altman | Management | For | For |
| 1.2 | Elect Director Richard I. Beattie | Management | For | For |
| 1.3 | Elect Director Pamela G. Carlton | Management | For | For |
| 1.4 | Elect Director Ellen V. Futter | Management | For | For |
| 1.5 | Elect Director Gail B. Harris | Management | For | For |
| 1.6 | Elect Director Robert B. Millard | Management | For | For |
| 1.7 | Elect Director Willard J. Overlock, Jr. | Management | For | For |
| 1.8 | Elect Director Simon M. Robertson | Management | For | For |
| 1.9 | Elect Director Ralph L. Schlosstein | Management | For | For |
| 1.10 | Elect Director John S. Weinberg | Management | For | For |
| 1.11 | Elect Director William J. Wheeler | Management | For | For |
| 1.12 | Elect Director Sarah K. Williamson | Management | For | For |
| 1.13 | Elect Director Kendrick R. Wilson, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: DEC 03, 2019 Record Date: OCT 07, 2019 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Craig A. Jacobson | Management | For | For |
| 1g | Elect Director Victor A. Kaufman | Management | For | Withhold |
| 1h | Elect Director Peter M. Kern | Management | For | Withhold |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Mark D. Okerstrom | Management | For | Withhold |
| 1k | Elect Director Alexander von Furstenberg | Management | For | Withhold |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2a | Approve Securities Transfer Restrictions | Management | For | For |
| 2b | Approve Change-of-Control Clause | Management | For | For |
| 3 | Ratify Ernst & Young as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | For |
| 1f | Elect Director Jon T. Gieselman | Management | For | For |
| 1g | Elect Director Craig A. Jacobson | Management | For | For |
| 1h | Elect Director Peter M. Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | For |
| 1j | Elect Director Greg Mondre | Management | For | For |
| 1k | Elect Director David Sambur | Management | For | For |
| 1l | Elect Director Alexander von Furstenberg | Management | For | For |
| 1m | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young as Auditors | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| FACEBOOK, INC. Meeting Date: MAY 27, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FB Security ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Peter A. Thiel | Management | For | Withhold |
| 1.8 | Elect Director Tracey T. Travis | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Non-Employee Director Compensation Policy | Management | For | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| 7 | Report on Political Advertising | Shareholder | Against | For |
| 8 | Require Independent Director Nominee with Human and/or Civil Rights Experience | Shareholder | Against | Against |
| 9 | Report on Civil and Human Rights Risk Assessment | Shareholder | Against | Against |
| 10 | Report on Online Child Sexual Exploitation | Shareholder | Against | For |
| 11 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| FORTINET, INC. Meeting Date: JUN 19, 2020 Record Date: APR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FTNT Security ID: 34959E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kelly Ducourty | Management | For | For |
| 1.4 | Elect Director Jean Hu | Management | For | For |
| 1.5 | Elect Director Ming Hsieh | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Christopher B. Paisley | Management | For | For |
| 1.8 | Elect Director Judith Sim | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Prepare Employment Diversity Report | Shareholder | Against | For |
| GENESEE & WYOMING INC. Meeting Date: OCT 03, 2019 Record Date: AUG 19, 2019 Meeting Type: SPECIAL | ||||
| Ticker: GWR Security ID: 371559105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| GILEAD SCIENCES, INC. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Sandra J. Horning | Management | For | For |
| 1c | Elect Director Kelly A. Kramer | Management | For | For |
| 1d | Elect Director Kevin E. Lofton | Management | For | For |
| 1e | Elect Director Harish Manwani | Management | For | For |
| 1f | Elect Director Daniel P. O'Day | Management | For | For |
| 1g | Elect Director Richard J. Whitley | Management | For | For |
| 1h | Elect Director Per Wold-Olsen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Eliminate the Ownership Threshold for Stockholders to Request a Record Date to Take Action by Written Consent | Shareholder | Against | Against |
| GODADDY INC. Meeting Date: JUN 03, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GDDY Security ID: 380237107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Garrett | Management | For | Withhold |
| 1.2 | Elect Director Ryan Roslansky | Management | For | Withhold |
| 1.3 | Elect Director Lee E. Wittlinger | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| H&R BLOCK, INC. Meeting Date: SEP 12, 2019 Record Date: JUL 12, 2019 Meeting Type: ANNUAL | ||||
| Ticker: HRB Security ID: 093671105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Angela N. Archon | Management | For | For |
| 1b | Elect Director Paul J. Brown | Management | For | For |
| 1c | Elect Director Robert A. Gerard | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director David Baker Lewis | Management | For | For |
| 1g | Elect Director Victoria J. Reich | Management | For | For |
| 1h | Elect Director Bruce C. Rohde | Management | For | For |
| 1i | Elect Director Matthew E. Winter | Management | For | For |
| 1j | Elect Director Christianna Wood | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HCA HEALTHCARE, INC. Meeting Date: MAY 01, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| HERBALIFE NUTRITION LTD. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HLF Security ID: G4412G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Agwunobi | Management | For | For |
| 1.2 | Elect Director James L. Nelson | Management | For | For |
| 1.3 | Elect Director Richard H. Carmona | Management | For | For |
| 1.4 | Elect Director Jonathan Christodoro | Management | For | For |
| 1.5 | Elect Director Hunter C. Gary | Management | For | For |
| 1.6 | Elect Director Nicholas Graziano | Management | For | For |
| 1.7 | Elect Director Alan LeFevre | Management | For | For |
| 1.8 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.9 | Elect Director Juan Miguel Mendoza | Management | For | For |
| 1.10 | Elect Director Michael Montelongo | Management | For | For |
| 1.11 | Elect Director Maria Otero | Management | For | For |
| 1.12 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.13 | Elect Director John Tartol | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Articles of Association to Eliminate the Casting Vote | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| HP INC. Meeting Date: MAY 12, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Aida M. Alvarez | Management | For | For |
| 1.2 | Elect Director Shumeet Banerji | Management | For | For |
| 1.3 | Elect Director Robert R. Bennett | Management | For | For |
| 1.4 | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1.5 | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1.6 | Elect Director Stephanie A. Burns | Management | For | For |
| 1.7 | Elect Director Mary Anne Citrino | Management | For | For |
| 1.8 | Elect Director Richard L. Clemmer | Management | For | For |
| 1.9 | Elect Director Enrique Lores | Management | For | For |
| 1.10 | Elect Director Yoky Matsuoka | Management | For | For |
| 1.11 | Elect Director Stacey Mobley | Management | For | For |
| 1.12 | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| HUMANA INC. Meeting Date: APR 23, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1b | Elect Director Frank J. Bisignano | Management | For | For |
| 1c | Elect Director Bruce D. Broussard | Management | For | For |
| 1d | Elect Director Frank A. D'Amelio | Management | For | For |
| 1e | Elect Director W. Roy Dunbar | Management | For | For |
| 1f | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1g | Elect Director John W. Garratt | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director James J. O'Brien | Management | For | For |
| 1l | Elect Director Marissa T. Peterson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INCYTE CORPORATION Meeting Date: MAY 26, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Paul J. Clancy | Management | For | For |
| 1.4 | Elect Director Wendy L. Dixon | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Paul A. Friedman | Management | For | For |
| 1.7 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.8 | Elect Director Katherine A. High | Management | For | For |
| 1.9 | Elect Director Herve Hoppenot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INTERNATIONAL PAPER COMPANY Meeting Date: MAY 11, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IP Security ID: 460146103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Christopher M. Connor | Management | For | For |
| 1c | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1d | Elect Director Ilene S. Gordon | Management | For | For |
| 1e | Elect Director Anders Gustafsson | Management | For | For |
| 1f | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1g | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| JABIL INC. Meeting Date: JAN 23, 2020 Record Date: NOV 29, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JBL Security ID: 466313103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anousheh Ansari | Management | For | For |
| 1.2 | Elect Director Martha F. Brooks | Management | For | For |
| 1.3 | Elect Director Christopher S. Holland | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Mark T. Mondello | Management | For | For |
| 1.6 | Elect Director John C. Plant | Management | For | For |
| 1.7 | Elect Director Steven A. Raymund | Management | For | For |
| 1.8 | Elect Director Thomas A. Sansone | Management | For | For |
| 1.9 | Elect Director David M. Stout | Management | For | For |
| 1.10 | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JAZZ PHARMACEUTICALS PLC Meeting Date: AUG 01, 2019 Record Date: JUN 05, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JAZZ Security ID: G50871105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul L. Berns | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JONES LANG LASALLE INCORPORATED Meeting Date: MAY 28, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JLL Security ID: 48020Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1d | Elect Director Ming Lu | Management | For | For |
| 1e | Elect Director Bridget A. Macaskill | Management | For | For |
| 1f | Elect Director Deborah H. McAneny | Management | For | For |
| 1g | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1h | Elect Director Martin H. Nesbitt | Management | For | For |
| 1i | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1j | Elect Director Sheila A. Penrose | Management | For | For |
| 1k | Elect Director Ann Marie Petach | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAM RESEARCH CORPORATION Meeting Date: NOV 05, 2019 Record Date: SEP 06, 2019 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sohail U. Ahmed | Management | For | For |
| 1.2 | Elect Director Timothy M. Archer | Management | For | For |
| 1.3 | Elect Director Eric K. Brandt | Management | For | For |
| 1.4 | Elect Director Michael R. Cannon | Management | For | For |
| 1.5 | Elect Director Youssef A. El-Mansy | Management | For | For |
| 1.6 | Elect Director Catherine P. Lego | Management | For | For |
| 1.7 | Elect Director Bethany J. Mayer | Management | For | For |
| 1.8 | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1.9 | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1.10 | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LANDSTAR SYSTEM, INC. Meeting Date: MAY 19, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LSTR Security ID: 515098101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David G. Bannister | Management | For | For |
| 1b | Elect Director George P. Scanlon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LPL FINANCIAL HOLDINGS INC. Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LPLA Security ID: 50212V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Allison H. Mnookin | Management | For | For |
| 1f | Elect Director Anne M. Mulcahy | Management | For | For |
| 1g | Elect Director James S. Putnam | Management | For | For |
| 1h | Elect Director Richard P. Schifter | Management | For | For |
| 1i | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MASTERCARD INCORPORATED Meeting Date: JUN 16, 2020 Record Date: APR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MA Security ID: 57636Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Haythornthwaite | Management | For | For |
| 1b | Elect Director Ajay Banga | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Steven J. Freiberg | Management | For | For |
| 1e | Elect Director Julius Genachowski | Management | For | For |
| 1f | Elect Director Choon Phong Goh | Management | For | For |
| 1g | Elect Director Merit E. Janow | Management | For | For |
| 1h | Elect Director Oki Matsumoto | Management | For | For |
| 1i | Elect Director Youngme Moon | Management | For | For |
| 1j | Elect Director Rima Qureshi | Management | For | For |
| 1k | Elect Director Jose Octavio Reyes Lagunes | Management | For | For |
| 1l | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1m | Elect Director Jackson Tai | Management | For | For |
| 1n | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MCKESSON CORPORATION Meeting Date: JUL 31, 2019 Record Date: JUN 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Caruso | Management | For | For |
| 1.2 | Elect Director N. Anthony Coles | Management | For | For |
| 1.3 | Elect Director M. Christine Jacobs | Management | For | For |
| 1.4 | Elect Director Donald R. Knauss | Management | For | For |
| 1.5 | Elect Director Marie L. Knowles | Management | For | For |
| 1.6 | Elect Director Bradley E. Lerman | Management | For | For |
| 1.7 | Elect Director Edward A. Mueller | Management | For | For |
| 1.8 | Elect Director Susan R. Salka | Management | For | For |
| 1.9 | Elect Director Brian S. Tyler | Management | For | For |
| 1.10 | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| MERCK & CO., INC. Meeting Date: MAY 26, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Thomas R. Cech | Management | For | For |
| 1c | Elect Director Mary Ellen Coe | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Kenneth C. Frazier | Management | For | For |
| 1f | Elect Director Thomas H. Glocer | Management | For | For |
| 1g | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Report on Corporate Tax Savings Allocation | Shareholder | Against | Against |
| MGM RESORTS INTERNATIONAL Meeting Date: MAY 06, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MGM Security ID: 552953101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William W. Grounds | Management | For | For |
| 1b | Elect Director Alexis M. Herman | Management | For | For |
| 1c | Elect Director Roland Hernandez | Management | For | For |
| 1d | Elect Director Mary Chris Jammet | Management | For | For |
| 1e | Elect Director John Kilroy | Management | For | For |
| 1f | Elect Director Rose McKinney-James | Management | For | For |
| 1g | Elect Director Keith A. Meister | Management | For | For |
| 1h | Elect Director Paul Salem | Management | For | For |
| 1i | Elect Director Gregory M. Spierkel | Management | For | For |
| 1j | Elect Director Jan G. Swartz | Management | For | For |
| 1k | Elect Director Daniel J. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| MICRON TECHNOLOGY, INC. Meeting Date: JAN 16, 2020 Record Date: NOV 18, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MU Security ID: 595112103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Bailey | Management | For | For |
| 1.2 | Elect Director Richard M. Beyer | Management | For | For |
| 1.3 | Elect Director Steven J. Gomo | Management | For | For |
| 1.4 | Elect Director Mary Pat McCarthy | Management | For | For |
| 1.5 | Elect Director Sanjay Mehrotra | Management | For | For |
| 1.6 | Elect Director Robert E. Switz | Management | For | For |
| 1.7 | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION Meeting Date: DEC 04, 2019 Record Date: OCT 08, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William H. Gates, III | Management | For | For |
| 1.2 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.3 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.4 | Elect Director Teri L. List-Stoll | Management | For | For |
| 1.5 | Elect Director Satya Nadella | Management | For | For |
| 1.6 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.7 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director Arne M. Sorenson | Management | For | For |
| 1.10 | Elect Director John W. Stanton | Management | For | For |
| 1.11 | Elect Director John W. Thompson | Management | For | For |
| 1.12 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.13 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Employee Representation on the Board of Directors | Shareholder | Against | Against |
| 5 | Report on Gender Pay Gap | Shareholder | Against | For |
| NCR CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NCR Security ID: 62886E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Begor | Management | For | For |
| 1.2 | Elect Director Gregory R. Blank | Management | For | For |
| 1.3 | Elect Director Catherine (Katie) L. Burke | Management | For | For |
| 1.4 | Elect Director Chinh E. Chu | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Michael D. Hayford | Management | For | For |
| 1.7 | Elect Director Georgette D. Kiser | Management | For | For |
| 1.8 | Elect Director Kirk T. Larsen | Management | For | For |
| 1.9 | Elect Director Frank R. Martire | Management | For | For |
| 1.10 | Elect Director Matthew A. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| OMNICOM GROUP INC. Meeting Date: JUN 09, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: OMC Security ID: 681919106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Susan S. Denison | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.9 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 23, 2019 Record Date: AUG 30, 2019 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lee C. Banks | Management | For | For |
| 1.2 | Elect Director Robert G. Bohn | Management | For | For |
| 1.3 | Elect Director Linda S. Harty | Management | For | For |
| 1.4 | Elect Director Kevin A. Lobo | Management | For | For |
| 1.5 | Elect Director Candy M. Obourn | Management | For | For |
| 1.6 | Elect Director Joseph Scaminace | Management | For | For |
| 1.7 | Elect Director Ake Svensson | Management | For | For |
| 1.8 | Elect Director Laura K. Thompson | Management | For | For |
| 1.9 | Elect Director James R. Verrier | Management | For | For |
| 1.10 | Elect Director James L. Wainscott | Management | For | For |
| 1.11 | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| PARSLEY ENERGY, INC. Meeting Date: JAN 09, 2020 Record Date: NOV 25, 2019 Meeting Type: SPECIAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| PARSLEY ENERGY, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director A.R. Alameddine | Management | For | For |
| 1B | Elect Director Matt Gallagher | Management | For | For |
| 1C | Elect Director Karen Hughes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PRIMERICA, INC. Meeting Date: MAY 13, 2020 Record Date: MAR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PRI Security ID: 74164M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Addison, Jr. | Management | For | For |
| 1b | Elect Director Joel M. Babbit | Management | For | For |
| 1c | Elect Director P. George Benson | Management | For | For |
| 1d | Elect Director C. Saxby Chambliss | Management | For | For |
| 1e | Elect Director Gary L. Crittenden | Management | For | For |
| 1f | Elect Director Cynthia N. Day | Management | For | For |
| 1g | Elect Director Sanjeev Dheer | Management | For | For |
| 1h | Elect Director Beatriz R. Perez | Management | For | For |
| 1i | Elect Director D. Richard Williams | Management | For | For |
| 1j | Elect Director Glenn J. Williams | Management | For | For |
| 1k | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditor | Management | For | For |
| PULTEGROUP, INC. Meeting Date: MAY 07, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PHM Security ID: 745867101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian P. Anderson | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director Richard W. Dreiling | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Cheryl W. Grise | Management | For | For |
| 1f | Elect Director Andre J. Hawaux | Management | For | For |
| 1g | Elect Director Ryan R. Marshall | Management | For | For |
| 1h | Elect Director John R. Peshkin | Management | For | For |
| 1i | Elect Director Scott F. Powers | Management | For | For |
| 1j | Elect Director Lila Snyder | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUALCOMM INCORPORATED Meeting Date: MAR 10, 2020 Record Date: JAN 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: QCOM Security ID: 747525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Fields | Management | For | For |
| 1b | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1c | Elect Director Ann M. Livermore | Management | For | For |
| 1d | Elect Director Harish Manwani | Management | For | For |
| 1e | Elect Director Mark D. McLaughlin | Management | For | For |
| 1f | Elect Director Steve Mollenkopf | Management | For | For |
| 1g | Elect Director Clark T. "Sandy" Randt, Jr. | Management | For | For |
| 1h | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1i | Elect Director Kornelis "Neil" Smit | Management | For | For |
| 1j | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| S&P GLOBAL INC. Meeting Date: MAY 13, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director William J. Amelio | Management | For | For |
| 1.3 | Elect Director William D. Green | Management | For | For |
| 1.4 | Elect Director Charles E. Haldeman, Jr. | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca J. Jacoby | Management | For | For |
| 1.7 | Elect Director Monique F. Leroux | Management | For | For |
| 1.8 | Elect Director Maria R. Morris | Management | For | For |
| 1.9 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.10 | Elect Director Edward B. Rust, Jr. | Management | For | For |
| 1.11 | Elect Director Kurt L. Schmoke | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 21, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director Gary C. Kelly | Management | For | For |
| 1h | Elect Director Grace D. Lieblein | Management | For | For |
| 1i | Elect Director Nancy B. Loeffler | Management | For | For |
| 1j | Elect Director John T. Montford | Management | For | For |
| 1k | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SPR Security ID: 848574109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Charles L. Chadwell | Management | For | For |
| 1c | Elect Director Irene M. Esteves | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Richard A. Gephardt | Management | For | For |
| 1g | Elect Director Robert D. Johnson | Management | For | For |
| 1h | Elect Director Ronald T. Kadish | Management | For | For |
| 1i | Elect Director John L. Plueger | Management | For | For |
| 1j | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| STEEL DYNAMICS, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Keith E. Busse | Management | For | For |
| 1.4 | Elect Director Frank D. Byrne | Management | For | For |
| 1.5 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.6 | Elect Director Traci M. Dolan | Management | For | For |
| 1.7 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.8 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.9 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.10 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.11 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SYSCO CORPORATION Meeting Date: NOV 15, 2019 Record Date: SEP 16, 2019 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas L. Bene | Management | For | For |
| 1b | Elect Director Daniel J. Brutto | Management | For | For |
| 1c | Elect Director John M. Cassaday | Management | For | For |
| 1d | Elect Director Joshua D. Frank | Management | For | For |
| 1e | Elect Director Larry C. Glasscock | Management | For | For |
| 1f | Elect Director Bradley M. Halverson | Management | For | For |
| 1g | Elect Director John M. Hinshaw | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Stephanie A. Lundquist | Management | For | For |
| 1j | Elect Director Nancy S. Newcomb | Management | For | For |
| 1k | Elect Director Nelson Peltz | Management | For | For |
| 1l | Elect Director Edward D. Shirley | Management | For | For |
| 1m | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| TARGET CORPORATION Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director George S. Barrett | Management | For | For |
| 1c | Elect Director Brian C. Cornell | Management | For | For |
| 1d | Elect Director Calvin Darden | Management | For | For |
| 1e | Elect Director Robert L. Edwards | Management | For | For |
| 1f | Elect Director Melanie L. Healey | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Mary E. Minnick | Management | For | For |
| 1j | Elect Director Kenneth L. Salazar | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| TEMPUR SEALY INTERNATIONAL, INC. Meeting Date: MAY 07, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TPX Security ID: 88023U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Cathy R. Gates | Management | For | For |
| 1c | Elect Director John A. Heil | Management | For | For |
| 1d | Elect Director Jon L. Luther | Management | For | For |
| 1e | Elect Director Richard W. Neu | Management | For | For |
| 1f | Elect Director Arik W. Ruchim | Management | For | For |
| 1g | Elect Director Scott L. Thompson | Management | For | For |
| 1h | Elect Director Robert B. Trussell, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IPG Security ID: 460690100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.5 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.6 | Elect Director Michael I. Roth | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| UNITED AIRLINES HOLDINGS, INC. Meeting Date: MAY 20, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UAL Security ID: 910047109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carolyn Corvi | Management | For | For |
| 1b | Elect Director Barney Harford | Management | For | For |
| 1c | Elect Director Michele J. Hooper | Management | For | For |
| 1d | Elect Director Walter Isaacson | Management | For | For |
| 1e | Elect Director James A. C. Kennedy | Management | For | For |
| 1f | Elect Director J. Scott Kirby | Management | For | For |
| 1g | Elect Director Oscar Munoz | Management | For | For |
| 1h | Elect Director Edward M. Philip | Management | For | For |
| 1i | Elect Director Edward L. Shapiro | Management | For | For |
| 1j | Elect Director David J. Vitale | Management | For | For |
| 1k | Elect Director James M. Whitehurst | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 6 | Report on Global Warming-Related Lobbying Activities | Shareholder | Against | For |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 01, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard T. Burke | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Stephen J. Hemsley | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director F. William McNabb, III | Management | For | For |
| 1f | Elect Director Valerie C. Montgomery Rice | Management | For | For |
| 1g | Elect Director John H. Noseworthy | Management | For | For |
| 1h | Elect Director Glenn M. Renwick | Management | For | For |
| 1i | Elect Director David S. Wichmann | Management | For | For |
| 1j | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| VISA INC. Meeting Date: JAN 28, 2020 Record Date: NOV 29, 2019 Meeting Type: ANNUAL | ||||
| Ticker: V Security ID: 92826C839 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | Against |
| 1b | Elect Director Mary B. Cranston | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon L. Laguarta | Management | For | For |
| 1f | Elect Director John F. Lundgren | Management | For | For |
| 1g | Elect Director Robert W. Matschullat | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1j | Elect Director John A. C. Swainson | Management | For | For |
| 1k | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| WESTERN ALLIANCE BANCORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WAL Security ID: 957638109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce Beach | Management | For | For |
| 1b | Elect Director Juan Figuereo | Management | For | For |
| 1c | Elect Director Howard Gould | Management | For | For |
| 1d | Elect Director Steven Hilton | Management | For | For |
| 1e | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1f | Elect Director Robert Latta | Management | For | For |
| 1g | Elect Director Todd Marshall | Management | For | For |
| 1h | Elect Director Adriane McFetridge | Management | For | For |
| 1i | Elect Director Michael Patriarca | Management | For | For |
| 1j | Elect Director Robert Sarver | Management | For | For |
| 1k | Elect Director Bryan Segedi | Management | For | For |
| 1l | Elect Director Donald Snyder | Management | For | For |
| 1m | Elect Director Sung Won Sohn | Management | For | For |
| 1n | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| WILLIAMS-SONOMA, INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WSM Security ID: 969904101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Scott Dahnke | Management | For | For |
| 1.3 | Elect Director Anne Mulcahy | Management | For | For |
| 1.4 | Elect Director William Ready | Management | For | For |
| 1.5 | Elect Director Sabrina Simmons | Management | For | For |
| 1.6 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| XPO LOGISTICS, INC. Meeting Date: MAY 14, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XPO Security ID: 983793100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley S. Jacobs | Management | For | For |
| 1.2 | Elect Director Gena L. Ashe | Management | For | For |
| 1.3 | Elect Director Marlene M. Colucci | Management | For | For |
| 1.4 | Elect Director AnnaMaria DeSalva | Management | For | For |
| 1.5 | Elect Director Michael G. Jesselson | Management | For | For |
| 1.6 | Elect Director Adrian P. Kingshott | Management | For | For |
| 1.7 | Elect Director Jason D. Papastavrou | Management | For | For |
| 1.8 | Elect Director Oren G. Shaffer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Report on Integrating ESG Metrics Into Executive Compensation Program | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Sexual Harassment | Shareholder | Against | For |
| 8 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | For |
| ZYNGA INC. Meeting Date: MAY 19, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ZNGA Security ID: 98986T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Pincus | Management | For | For |
| 1b | Elect Director Frank Gibeau | Management | For | For |
| 1c | Elect Director Regina E. Dugan | Management | For | For |
| 1d | Elect Director William "Bing" Gordon | Management | For | For |
| 1e | Elect Director Louis J. Lavigne, Jr. | Management | For | For |
| 1f | Elect Director Carol G. Mills | Management | For | For |
| 1g | Elect Director Janice M. Roberts | Management | For | For |
| 1h | Elect Director Ellen F. Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
Nuveen Large Cap Value Fund
| ACUITY BRANDS, INC. Meeting Date: JAN 08, 2020 Record Date: NOV 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AYI Security ID: 00508Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Patrick Battle | Management | For | For |
| 1b | Elect Director Peter C. Browning | Management | For | For |
| 1c | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1d | Elect Director James H. Hance, Jr. | Management | For | For |
| 1e | Elect Director Robert F. McCullough | Management | For | For |
| 1f | Elect Director Vernon J. Nagel | Management | For | For |
| 1g | Elect Director Dominic J. Pileggi | Management | For | For |
| 1h | Elect Director Ray M. Robinson | Management | For | For |
| 1i | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| AECOM Meeting Date: MAR 10, 2020 Record Date: JAN 14, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ACM Security ID: 00766T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Card | Management | For | For |
| 1.2 | Elect Director Peter A. Feld | Management | For | For |
| 1.3 | Elect Director William H. Frist | Management | For | For |
| 1.4 | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1.5 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.6 | Elect Director Robert J. Routs | Management | For | For |
| 1.7 | Elect Director Clarence T. Schmitz | Management | For | For |
| 1.8 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.9 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.10 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| AFLAC INCORPORATED Meeting Date: MAY 04, 2020 Record Date: FEB 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1d | Elect Director Thomas J. Kenny | Management | For | For |
| 1e | Elect Director Georgette D. Kiser | Management | For | For |
| 1f | Elect Director Karole F. Lloyd | Management | For | For |
| 1g | Elect Director Nobuchika Mori | Management | For | For |
| 1h | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1i | Elect Director Barbara K. Rimer | Management | For | For |
| 1j | Elect Director Katherine T. Rohrer | Management | For | For |
| 1k | Elect Director Melvin T. Stith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ALEXION PHARMACEUTICALS, INC. Meeting Date: MAY 13, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ALXN Security ID: 015351109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Felix J. Baker | Management | For | For |
| 1.2 | Elect Director David R. Brennan | Management | For | For |
| 1.3 | Elect Director Christopher J. Coughlin | Management | For | For |
| 1.4 | Elect Director Deborah Dunsire | Management | For | For |
| 1.5 | Elect Director Paul A. Friedman | Management | For | For |
| 1.6 | Elect Director Ludwig N. Hantson | Management | For | For |
| 1.7 | Elect Director John T. Mollen | Management | For | For |
| 1.8 | Elect Director Francois Nader | Management | For | For |
| 1.9 | Elect Director Judith A. Reinsdorf | Management | For | For |
| 1.10 | Elect Director Andreas Rummelt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ALLY FINANCIAL INC. Meeting Date: APR 28, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ALLY Security ID: 02005N100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Franklin W. Hobbs | Management | For | For |
| 1.2 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.3 | Elect Director Katryn (Trynka) Shineman Blake | Management | For | For |
| 1.4 | Elect Director Maureen A. Breakiron-Evans | Management | For | For |
| 1.5 | Elect Director William H. Cary | Management | For | For |
| 1.6 | Elect Director Mayree C. Clark | Management | For | For |
| 1.7 | Elect Director Kim S. Fennebresque | Management | For | For |
| 1.8 | Elect Director Marjorie Magner | Management | For | For |
| 1.9 | Elect Director Brian H. Sharples | Management | For | For |
| 1.10 | Elect Director John J. Stack | Management | For | For |
| 1.11 | Elect Director Michael F. Steib | Management | For | For |
| 1.12 | Elect Director Jeffrey J. Brown | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Dianne Neal Blixt | Management | For | For |
| 1c | Elect Director Amy DiGeso | Management | For | For |
| 1d | Elect Director Lon R. Greenberg | Management | For | For |
| 1e | Elect Director Jeffrey Noddle | Management | For | For |
| 1f | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 1i | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 05, 2020 Record Date: JAN 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ornella Barra | Management | For | For |
| 1.2 | Elect Director Steven H. Collis | Management | For | For |
| 1.3 | Elect Director D. Mark Durcan | Management | For | For |
| 1.4 | Elect Director Richard W. Gochnauer | Management | For | For |
| 1.5 | Elect Director Lon R. Greenberg | Management | For | For |
| 1.6 | Elect Director Jane E. Henney | Management | For | For |
| 1.7 | Elect Director Kathleen W. Hyle | Management | For | For |
| 1.8 | Elect Director Michael J. Long | Management | For | For |
| 1.9 | Elect Director Henry W. McGee | Management | For | For |
| 1.10 | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Adopt Policy on Bonus Banking | Shareholder | Against | For |
| AMGEN INC. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AMGN Security ID: 031162100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Brian J. Druker | Management | For | For |
| 1d | Elect Director Robert A. Eckert | Management | For | For |
| 1e | Elect Director Greg C. Garland | Management | For | For |
| 1f | Elect Director Fred Hassan | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director Tyler Jacks | Management | For | For |
| 1i | Elect Director Ellen J. Kullman | Management | For | For |
| 1j | Elect Director Ronald D. Sugar | Management | For | For |
| 1k | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| ANTHEM, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ANTM Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ARAMARK Meeting Date: JAN 29, 2020 Record Date: DEC 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ARMK Security ID: 03852U106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan M. Cameron | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director Calvin Darden | Management | For | For |
| 1d | Elect Director Richard W. Dreiling | Management | For | For |
| 1e | Elect Director Irene M. Esteves | Management | For | For |
| 1f | Elect Director Daniel J. Heinrich | Management | For | For |
| 1g | Elect Director Paul C. Hilal | Management | For | For |
| 1h | Elect Director Karen M. King | Management | For | For |
| 1i | Elect Director Stephen I. Sadove | Management | For | For |
| 1j | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Permit Shareholders to Call a Special Meeting of Shareholders and Delete Certain Obsolete Provisions | Management | For | For |
| ASSURED GUARANTY LTD. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AGO Security ID: G0585R106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francisco L. Borges | Management | For | For |
| 1b | Elect Director G. Lawrence Buhl | Management | For | For |
| 1c | Elect Director Dominic J. Frederico | Management | For | For |
| 1d | Elect Director Bonnie L. Howard | Management | For | For |
| 1e | Elect Director Thomas W. Jones | Management | For | For |
| 1f | Elect Director Patrick W. Kenny | Management | For | For |
| 1g | Elect Director Alan J. Kreczko | Management | For | For |
| 1h | Elect Director Simon W. Leathes | Management | For | For |
| 1i | Elect Director Michael T. O'Kane | Management | For | For |
| 1j | Elect Director Yukiko Omura | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4aa | Elect Howard W. Albert as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ab | Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ac | Elect Russell B. Brewer, II as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ad | Elect Gary Burnet as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ae | Elect Ling Chow as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4af | Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ag | Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4ah | Elect Walter A. Scott as Director of Assured Guaranty Re Ltd | Management | For | For |
| 4B | Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd | Management | For | For |
| AT&T INC. Meeting Date: APR 24, 2020 Record Date: FEB 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: T Security ID: 00206R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Randall L. Stephenson | Management | For | For |
| 1.2 | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1.3 | Elect Director Richard W. Fisher | Management | For | For |
| 1.4 | Elect Director Scott T. Ford | Management | For | For |
| 1.5 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.6 | Elect Director William E. Kennard | Management | For | For |
| 1.7 | Elect Director Debra L. Lee | Management | For | For |
| 1.8 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.9 | Elect Director Michael B. McCallister | Management | For | For |
| 1.10 | Elect Director Beth E. Mooney | Management | For | For |
| 1.11 | Elect Director Matthew K. Rose | Management | For | For |
| 1.12 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.13 | Elect Director Geoffrey Y. Yang | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Approve Nomination of Employee Representative Director | Shareholder | Against | Against |
| 6 | Improve Guiding Principles of Executive Compensation | Shareholder | Against | Against |
| ATHENE HOLDING LTD. Meeting Date: FEB 12, 2020 Record Date: NOV 12, 2019 Meeting Type: SPECIAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Bylaws | Management | For | For |
| 2 | Approve Conversion of Class B Common Shares | Management | For | For |
| 3 | Approve Conversion of Class M Common Shares | Management | For | For |
| 4 | Approve Issuance of Shares Pursuant to Transactions with Related Parties | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| A | Shareholder Represents that Neither they nor Any of its Tax Attributed Affiliates Owns Any Class B Shares or Any Equity Interests of Apollo Global Management or AP Alternative Assets. If You do not Mark Yes your Vote may Not Count. For = Yes; Against= No | Management | None | For |
| B | Shareholder Represents that it is Neither an Employee of Apollo Group nor a Management Shareholder, If You do not Mark Yes your Vote may Not Count For = Yes and Against= No | Management | None | For |
| ATHENE HOLDING LTD. Meeting Date: JUN 02, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ATH Security ID: G0684D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Kleinman | Management | For | For |
| 1.2 | Elect Director Lawrence J. Ruisi | Management | For | For |
| 1.3 | Elect Director Hope Schefler Taitz | Management | For | For |
| 1.4 | Elect Director Arthur Wrubel | Management | For | Against |
| 1.5 | Elect Director Fehmi Zeko | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of the Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AUTODESK, INC. Meeting Date: JUN 18, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Betsy Rafael | Management | For | For |
| 1j | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 22, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Susan S. Bies | Management | For | For |
| 1c | Elect Director Jack O. Bovender, Jr. | Management | For | For |
| 1d | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1e | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1f | Elect Director Arnold W. Donald | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Thomas J. May | Management | For | For |
| 1j | Elect Director Brian T. Moynihan | Management | For | For |
| 1k | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1l | Elect Director Denise L. Ramos | Management | For | For |
| 1m | Elect Director Clayton S. Rose | Management | For | For |
| 1n | Elect Director Michael D. White | Management | For | For |
| 1o | Elect Director Thomas D. Woods | Management | For | For |
| 1p | Elect Director R. David Yost | Management | For | For |
| 1q | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 6 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 7 | Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC. Meeting Date: MAY 02, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Stephen B. Burke | Management | For | For |
| 1.6 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.7 | Elect Director Susan L. Decker | Management | For | For |
| 1.8 | Elect Director David S. Gottesman | Management | For | For |
| 1.9 | Elect Director Charlotte Guyman | Management | For | For |
| 1.10 | Elect Director Ajit Jain | Management | For | For |
| 1.11 | Elect Director Thomas S. Murphy | Management | For | For |
| 1.12 | Elect Director Ronald L. Olson | Management | For | For |
| 1.13 | Elect Director Walter Scott, Jr. | Management | For | For |
| 1.14 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Adopt a Policy on Board Diversity | Shareholder | Against | Against |
| BERRY GLOBAL GROUP, INC. Meeting Date: MAR 04, 2020 Record Date: JAN 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BERY Security ID: 08579W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director B. Evan Bayh | Management | For | For |
| 1.2 | Elect Director Jonathan F. Foster | Management | For | For |
| 1.3 | Elect Director Idalene F. Kesner | Management | For | For |
| 1.4 | Elect Director Carl J. (Rick) Rickertsen | Management | For | For |
| 1.5 | Elect Director Ronald S. Rolfe | Management | For | For |
| 1.6 | Elect Director Thomas E. Salmon | Management | For | For |
| 1.7 | Elect Director Paula A. Sneed | Management | For | For |
| 1.8 | Elect Director Robert A. Steele | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Scott B. Ullem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BEST BUY CO., INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director Kathy J. Higgins Victor | Management | For | For |
| 1e | Elect Director David W. Kenny | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Thomas L. "Tommy" Millner | Management | For | For |
| 1h | Elect Director Claudia F. Munce | Management | For | For |
| 1i | Elect Director Richelle P. Parham | Management | For | For |
| 1j | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article IX | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement to Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws | Management | For | For |
| 7 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article X | Management | For | For |
| 8 | Amend the Anti-Greenmail Provision Voting Standard in Article X, Section 2 | Management | For | For |
| BIOGEN INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIIB Security ID: 09062X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexander J. Denner | Management | For | For |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director William A. Hawkins | Management | For | For |
| 1d | Elect Director Nancy L. Leaming | Management | For | For |
| 1e | Elect Director Jesus B. Mantas | Management | For | For |
| 1f | Elect Director Richard C. Mulligan | Management | For | For |
| 1g | Elect Director Robert W. Pangia | Management | For | For |
| 1h | Elect Director Stelios Papadopoulos | Management | For | For |
| 1i | Elect Director Brian S. Posner | Management | For | For |
| 1j | Elect Director Eric K. Rowinsky | Management | For | For |
| 1k | Elect Director Stephen A. Sherwin | Management | For | For |
| 1l | Elect Director Michel Vounatsos | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION Meeting Date: JUL 25, 2019 Record Date: JUN 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: BAH Security ID: 099502106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Ellen Jewett | Management | For | For |
| 1c | Elect Director Arthur E. Johnson | Management | For | For |
| 1d | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Classes of Common Stock | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 05, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Robert Bertolini | Management | For | For |
| 1C | Elect Director Michael W. Bonney | Management | For | For |
| 1D | Elect Director Giovanni Caforio | Management | For | For |
| 1E | Elect Director Matthew W. Emmens | Management | For | For |
| 1F | Elect Director Julia A. Haller | Management | For | For |
| 1G | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Vicki L. Sato | Management | For | For |
| 1J | Elect Director Gerald L. Storch | Management | For | For |
| 1K | Elect Director Karen H. Vousden | Management | For | For |
| 1L | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| CAPITAL ONE FINANCIAL CORPORATION Meeting Date: APR 30, 2020 Record Date: MAR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: COF Security ID: 14040H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Ann Fritz Hackett | Management | For | For |
| 1d | Elect Director Peter Thomas Killalea | Management | For | For |
| 1e | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1f | Elect Director Pierre E. Leroy | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Catherine G. West | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 06, 2019 Record Date: SEP 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen F. Arnold | Management | For | For |
| 1.2 | Elect Director Carrie S. Cox | Management | For | For |
| 1.3 | Elect Director Calvin Darden | Management | For | For |
| 1.4 | Elect Director Bruce L. Downey | Management | For | For |
| 1.5 | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1.6 | Elect Director Akhil Johri | Management | For | For |
| 1.7 | Elect Director Michael C. Kaufmann | Management | For | For |
| 1.8 | Elect Director Gregory B. Kenny | Management | For | For |
| 1.9 | Elect Director Nancy Killefer | Management | For | For |
| 1.10 | Elect Director J. Michael Losh | Management | For | For |
| 1.11 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.12 | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARLISLE COMPANIES INCORPORATED Meeting Date: MAY 06, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CSL Security ID: 142339100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Bohn | Management | For | For |
| 1.2 | Elect Director Gregg A. Ostrander | Management | For | For |
| 1.3 | Elect Director Jesse G. Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Curtis F. Feeny | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Shira D. Goodman | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Robert E. Sulentic | Management | For | For |
| 1i | Elect Director Laura D. Tyson | Management | For | For |
| 1j | Elect Director Ray Wirta | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CENTURYLINK, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CTL Security ID: 156700106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martha H. Bejar | Management | For | For |
| 1b | Elect Director Virginia Boulet | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director W. Bruce Hanks | Management | For | For |
| 1h | Elect Director Hal S. Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 1k | Elect Director Jeffrey K. Storey | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CIGNA CORPORATION Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CI Security ID: 125523100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David M. Cordani | Management | For | For |
| 1.2 | Elect Director William J. DeLaney | Management | For | For |
| 1.3 | Elect Director Eric J. Foss | Management | For | For |
| 1.4 | Elect Director Elder Granger | Management | For | For |
| 1.5 | Elect Director Isaiah Harris, Jr. | Management | For | For |
| 1.6 | Elect Director Roman Martinez, IV | Management | For | For |
| 1.7 | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1.8 | Elect Director Mark B. McClellan | Management | For | For |
| 1.9 | Elect Director John M. Partridge | Management | For | For |
| 1.10 | Elect Director William L. Roper | Management | For | For |
| 1.11 | Elect Director Eric C. Wiseman | Management | For | For |
| 1.12 | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 5 | Report on Gender Pay Gap | Shareholder | Against | Against |
| CISCO SYSTEMS, INC. Meeting Date: DEC 10, 2019 Record Date: OCT 11, 2019 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director Kristina M. Johnson | Management | For | For |
| 1f | Elect Director Roderick C. McGeary | Management | For | For |
| 1g | Elect Director Charles H. Robbins | Management | For | For |
| 1h | Elect Director Arun Sarin | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Carol B. Tome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| CITIGROUP INC. Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: C Security ID: 172967424 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Corbat | Management | For | For |
| 1b | Elect Director Ellen M. Costello | Management | For | For |
| 1c | Elect Director Grace E. Dailey | Management | For | For |
| 1d | Elect Director Barbara J. Desoer | Management | For | For |
| 1e | Elect Director John C. Dugan | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Lew W. (Jay) Jacobs, IV | Management | For | For |
| 1j | Elect Director Renee J. James | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Diana L. Taylor | Management | For | For |
| 1m | Elect Director James S. Turley | Management | For | For |
| 1n | Elect Director Deborah C. Wright | Management | For | For |
| 1o | Elect Director Alexander R. Wynaendts | Management | For | For |
| 1p | Elect Director Ernesto Zedillo Ponce de Leon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Proxy Access Right | Shareholder | Against | For |
| 6 | Review on Governance Documents | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP, INC. Meeting Date: APR 23, 2020 Record Date: FEB 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CFG Security ID: 174610105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Van Saun | Management | For | For |
| 1.2 | Elect Director Christine M. Cumming | Management | For | For |
| 1.3 | Elect Director William P. Hankowsky | Management | For | For |
| 1.4 | Elect Director Howard W. Hanna, III | Management | For | For |
| 1.5 | Elect Director Leo I. ("Lee") Higdon | Management | For | For |
| 1.6 | Elect Director Edward J. ("Ned") Kelly, III | Management | For | For |
| 1.7 | Elect Director Charles J. ("Bud") Koch | Management | For | For |
| 1.8 | Elect Director Robert G. Leary | Management | For | For |
| 1.9 | Elect Director Terrance J. Lillis | Management | For | For |
| 1.10 | Elect Director Shivan Subramaniam | Management | For | For |
| 1.11 | Elect Director Wendy A. Watson | Management | For | For |
| 1.12 | Elect Director Marita Zuraitis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Amend Certificate of Incorporation to Remove Non-Operative Provisions | Management | For | For |
| CITRIX SYSTEMS, INC. Meeting Date: JUN 03, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CTXS Security ID: 177376100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Nanci E. Caldwell | Management | For | For |
| 1c | Elect Director Robert D. Daleo | Management | For | For |
| 1d | Elect Director Murray J. Demo | Management | For | For |
| 1e | Elect Director Ajei S. Gopal | Management | For | For |
| 1f | Elect Director David J. Henshall | Management | For | For |
| 1g | Elect Director Thomas E. Hogan | Management | For | For |
| 1h | Elect Director Moira A. Kilcoyne | Management | For | For |
| 1i | Elect Director Peter J. Sacripanti | Management | For | For |
| 1j | Elect Director J. Donald Sherman | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONSOL ENERGY INC. Meeting Date: MAY 08, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CEIX Security ID: 20854L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William P. Powell | Management | For | For |
| 1.2 | Elect Director John T. Mills | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirements | Management | For | For |
| CUMMINS INC. Meeting Date: MAY 12, 2020 Record Date: MAR 10, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Robert J. Bernhard | Management | For | For |
| 3 | Elect Director Franklin R. Chang Diaz | Management | For | For |
| 4 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 5 | Elect Director Stephen B. Dobbs | Management | For | For |
| 6 | Elect Director Robert K. Herdman | Management | For | For |
| 7 | Elect Director Alexis M. Herman | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Karen H. Quintos | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 14 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| CVS HEALTH CORPORATION Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CVS Security ID: 126650100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director C. David Brown, II | Management | For | For |
| 1c | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1d | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1e | Elect Director David W. Dorman | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Larry J. Merlo | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 1l | Elect Director William C. Weldon | Management | For | For |
| 1m | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 7 | Require Independent Board Chairman | Shareholder | Against | Against |
| DAVITA INC. Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DVA Security ID: 23918K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Pascal Desroches | Management | For | For |
| 1e | Elect Director Paul J. Diaz | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Report on Political Contributions | Shareholder | Against | For |
| DELL TECHNOLOGIES INC. Meeting Date: JUL 09, 2019 Record Date: MAY 13, 2019 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 1.6 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.7 | Elect Director Lynn M. Vojvodich | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| DELL TECHNOLOGIES INC. Meeting Date: JUN 29, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director William D. Green | Management | For | Withhold |
| 1.5 | Elect Director Simon Patterson | Management | For | Withhold |
| 1.6 | Elect Director Lynn M. Vojvodich | Management | For | Withhold |
| 1.7 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DISCOVERY, INC. Meeting Date: JUN 18, 2020 Record Date: APR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DISCA Security ID: 25470F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert R. Bennett | Management | For | Withhold |
| 1.2 | Elect Director John C. Malone | Management | For | Withhold |
| 1.3 | Elect Director David M. Zaslav | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Adopt Simple Majority Vote | Shareholder | Against | For |
| DOMTAR CORPORATION Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UFS Security ID: 257559203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Giannella Alvarez | Management | For | For |
| 1.2 | Elect Director Robert E. Apple | Management | For | For |
| 1.3 | Elect Director David J. Illingworth | Management | For | For |
| 1.4 | Elect Director Brian M. Levitt | Management | For | For |
| 1.5 | Elect Director David G. Maffucci | Management | For | For |
| 1.6 | Elect Director Pamela B. Strobel | Management | For | For |
| 1.7 | Elect Director Denis Turcotte | Management | For | For |
| 1.8 | Elect Director John D. Williams | Management | For | For |
| 1.9 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| EBAY INC. Meeting Date: JUN 29, 2020 Record Date: MAY 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony J. Bates | Management | For | For |
| 1b | Elect Director Adriane M. Brown | Management | For | For |
| 1c | Elect Director Jesse A. Cohn | Management | For | For |
| 1d | Elect Director Diana Farrell | Management | For | For |
| 1e | Elect Director Logan D. Green | Management | For | For |
| 1f | Elect Director Bonnie S. Hammer | Management | For | For |
| 1g | Elect Director Jamie Iannone | Management | For | For |
| 1h | Elect Director Kathleen C. Mitic | Management | For | For |
| 1i | Elect Director Matthew J. Murphy | Management | For | For |
| 1j | Elect Director Pierre M. Omidyar | Management | For | For |
| 1k | Elect Director Paul S. Pressler | Management | For | For |
| 1l | Elect Director Robert H. Swan | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| EQT CORPORATION Meeting Date: MAY 01, 2020 Record Date: FEB 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Philip G. Behrman | Management | For | For |
| 1.3 | Elect Director Lee M. Canaan | Management | For | For |
| 1.4 | Elect Director Janet L. Carrig | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Stephen A. Thorington | Management | For | For |
| 1.12 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amending Governing Documents and Removing Directors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: DEC 03, 2019 Record Date: OCT 07, 2019 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Craig A. Jacobson | Management | For | For |
| 1g | Elect Director Victor A. Kaufman | Management | For | Withhold |
| 1h | Elect Director Peter M. Kern | Management | For | Withhold |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Mark D. Okerstrom | Management | For | Withhold |
| 1k | Elect Director Alexander von Furstenberg | Management | For | Withhold |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2a | Approve Securities Transfer Restrictions | Management | For | For |
| 2b | Approve Change-of-Control Clause | Management | For | For |
| 3 | Ratify Ernst & Young as Auditors | Management | For | For |
| EXPEDIA GROUP, INC. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EXPE Security ID: 30212P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Susan C. Athey | Management | For | For |
| 1c | Elect Director A. George 'Skip' Battle | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | For |
| 1f | Elect Director Jon T. Gieselman | Management | For | For |
| 1g | Elect Director Craig A. Jacobson | Management | For | For |
| 1h | Elect Director Peter M. Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | For |
| 1j | Elect Director Greg Mondre | Management | For | For |
| 1k | Elect Director David Sambur | Management | For | For |
| 1l | Elect Director Alexander von Furstenberg | Management | For | For |
| 1m | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young as Auditors | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| FORD MOTOR COMPANY Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: F Security ID: 345370860 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Anthony F. Earley, Jr. | Management | For | For |
| 1c | Elect Director Edsel B. Ford, II | Management | For | For |
| 1d | Elect Director William Clay Ford, Jr. | Management | For | For |
| 1e | Elect Director James P. Hackett | Management | For | For |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director William E. Kennard | Management | For | For |
| 1h | Elect Director John C. Lechleiter | Management | For | For |
| 1i | Elect Director Beth E. Mooney | Management | For | For |
| 1j | Elect Director John L. Thornton | Management | For | For |
| 1k | Elect Director John B. Veihmeyer | Management | For | For |
| 1l | Elect Director Lynn M. Vojvodich | Management | For | For |
| 1m | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| GENESEE & WYOMING INC. Meeting Date: OCT 03, 2019 Record Date: AUG 19, 2019 Meeting Type: SPECIAL | ||||
| Ticker: GWR Security ID: 371559105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| GILEAD SCIENCES, INC. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Sandra J. Horning | Management | For | For |
| 1c | Elect Director Kelly A. Kramer | Management | For | For |
| 1d | Elect Director Kevin E. Lofton | Management | For | For |
| 1e | Elect Director Harish Manwani | Management | For | For |
| 1f | Elect Director Daniel P. O'Day | Management | For | For |
| 1g | Elect Director Richard J. Whitley | Management | For | For |
| 1h | Elect Director Per Wold-Olsen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Eliminate the Ownership Threshold for Stockholders to Request a Record Date to Take Action by Written Consent | Shareholder | Against | Against |
| H&R BLOCK, INC. Meeting Date: SEP 12, 2019 Record Date: JUL 12, 2019 Meeting Type: ANNUAL | ||||
| Ticker: HRB Security ID: 093671105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Angela N. Archon | Management | For | For |
| 1b | Elect Director Paul J. Brown | Management | For | For |
| 1c | Elect Director Robert A. Gerard | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director David Baker Lewis | Management | For | For |
| 1g | Elect Director Victoria J. Reich | Management | For | For |
| 1h | Elect Director Bruce C. Rohde | Management | For | For |
| 1i | Elect Director Matthew E. Winter | Management | For | For |
| 1j | Elect Director Christianna Wood | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HCA HEALTHCARE, INC. Meeting Date: MAY 01, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| HERBALIFE NUTRITION LTD. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HLF Security ID: G4412G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Agwunobi | Management | For | For |
| 1.2 | Elect Director James L. Nelson | Management | For | For |
| 1.3 | Elect Director Richard H. Carmona | Management | For | For |
| 1.4 | Elect Director Jonathan Christodoro | Management | For | For |
| 1.5 | Elect Director Hunter C. Gary | Management | For | For |
| 1.6 | Elect Director Nicholas Graziano | Management | For | For |
| 1.7 | Elect Director Alan LeFevre | Management | For | For |
| 1.8 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.9 | Elect Director Juan Miguel Mendoza | Management | For | For |
| 1.10 | Elect Director Michael Montelongo | Management | For | For |
| 1.11 | Elect Director Maria Otero | Management | For | For |
| 1.12 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.13 | Elect Director John Tartol | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Articles of Association to Eliminate the Casting Vote | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| HEWLETT PACKARD ENTERPRISE COMPANY Meeting Date: APR 01, 2020 Record Date: FEB 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HPE Security ID: 42824C109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Jean M. Hobby | Management | For | For |
| 1d | Elect Director George R. Kurtz | Management | For | For |
| 1e | Elect Director Raymond J. Lane | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Antonio F. Neri | Management | For | For |
| 1h | Elect Director Charles H. Noski | Management | For | For |
| 1i | Elect Director Raymond E. Ozzie | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Patricia F. Russo | Management | For | For |
| 1l | Elect Director Lip-Bu Tan | Management | For | For |
| 1m | Elect Director Mary Agnes Wilderotter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| HP INC. Meeting Date: MAY 12, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Aida M. Alvarez | Management | For | For |
| 1.2 | Elect Director Shumeet Banerji | Management | For | For |
| 1.3 | Elect Director Robert R. Bennett | Management | For | For |
| 1.4 | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1.5 | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1.6 | Elect Director Stephanie A. Burns | Management | For | For |
| 1.7 | Elect Director Mary Anne Citrino | Management | For | For |
| 1.8 | Elect Director Richard L. Clemmer | Management | For | For |
| 1.9 | Elect Director Enrique Lores | Management | For | For |
| 1.10 | Elect Director Yoky Matsuoka | Management | For | For |
| 1.11 | Elect Director Stacey Mobley | Management | For | For |
| 1.12 | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| HUMANA INC. Meeting Date: APR 23, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1b | Elect Director Frank J. Bisignano | Management | For | For |
| 1c | Elect Director Bruce D. Broussard | Management | For | For |
| 1d | Elect Director Frank A. D'Amelio | Management | For | For |
| 1e | Elect Director W. Roy Dunbar | Management | For | For |
| 1f | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1g | Elect Director John W. Garratt | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director James J. O'Brien | Management | For | For |
| 1l | Elect Director Marissa T. Peterson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INTEL CORPORATION Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: INTC Security ID: 458140100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. Goetz | Management | For | For |
| 1b | Elect Director Alyssa Henry | Management | For | For |
| 1c | Elect Director Omar Ishrak | Management | For | For |
| 1d | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1e | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1f | Elect Director Gregory D. Smith | Management | For | For |
| 1g | Elect Director Robert 'Bob' H. Swan | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 1i | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 6 | Report on Global Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| INTERNATIONAL GAME TECHNOLOGY PLC Meeting Date: JUN 25, 2020 Record Date: JUN 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IGT Security ID: G4863A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Director Beatrice Bassey | Management | For | For |
| 4 | Elect Director Massimiliano Chiara | Management | For | For |
| 5 | Elect Director Alberto Dessy | Management | For | For |
| 6 | Elect Director Marco Drago | Management | For | For |
| 7 | Elect Director James McCann | Management | For | For |
| 8 | Elect Director Heather McGregor | Management | For | For |
| 9 | Elect Director Lorenzo Pellicioli | Management | For | For |
| 10 | Elect Director Samantha Ravich | Management | For | For |
| 11 | Elect Director Vincent Sadusky | Management | For | For |
| 12 | Elect Director Gianmario Tondato Da Ruos | Management | For | For |
| 13 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve EU Political Donations | Management | For | For |
| 16 | Authorize Issue of Equity | Management | For | For |
| 17 | Issue of Equity or Equity-Linked Securities without Pre-emptive Rights | Management | For | For |
| 18 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| INTERNATIONAL PAPER COMPANY Meeting Date: MAY 11, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IP Security ID: 460146103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Christopher M. Connor | Management | For | For |
| 1c | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1d | Elect Director Ilene S. Gordon | Management | For | For |
| 1e | Elect Director Anders Gustafsson | Management | For | For |
| 1f | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1g | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| JABIL INC. Meeting Date: JAN 23, 2020 Record Date: NOV 29, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JBL Security ID: 466313103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anousheh Ansari | Management | For | For |
| 1.2 | Elect Director Martha F. Brooks | Management | For | For |
| 1.3 | Elect Director Christopher S. Holland | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Mark T. Mondello | Management | For | For |
| 1.6 | Elect Director John C. Plant | Management | For | For |
| 1.7 | Elect Director Steven A. Raymund | Management | For | For |
| 1.8 | Elect Director Thomas A. Sansone | Management | For | For |
| 1.9 | Elect Director David M. Stout | Management | For | For |
| 1.10 | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JAZZ PHARMACEUTICALS PLC Meeting Date: AUG 01, 2019 Record Date: JUN 05, 2019 Meeting Type: ANNUAL | ||||
| Ticker: JAZZ Security ID: G50871105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul L. Berns | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JOHNSON & JOHNSON Meeting Date: APR 23, 2020 Record Date: FEB 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary C. Beckerle | Management | For | For |
| 1b | Elect Director D. Scott Davis | Management | For | For |
| 1c | Elect Director Ian E. L. Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Alex Gorsky | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Hubert Joly | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Anne M. Mulcahy | Management | For | For |
| 1j | Elect Director Charles Prince | Management | For | For |
| 1k | Elect Director A. Eugene Washington | Management | For | For |
| 1l | Elect Director Mark A. Weinberger | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Permit Removal of Directors With or Without Cause | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Governance Measures Implemented Related to Opioids | Shareholder | Against | For |
| JONES LANG LASALLE INCORPORATED Meeting Date: MAY 28, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JLL Security ID: 48020Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1d | Elect Director Ming Lu | Management | For | For |
| 1e | Elect Director Bridget A. Macaskill | Management | For | For |
| 1f | Elect Director Deborah H. McAneny | Management | For | For |
| 1g | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1h | Elect Director Martin H. Nesbitt | Management | For | For |
| 1i | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1j | Elect Director Sheila A. Penrose | Management | For | For |
| 1k | Elect Director Ann Marie Petach | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| JPMORGAN CHASE & CO. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Lee R. Raymond | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Reputational Risk Related to Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production. | Shareholder | Against | Against |
| 6 | Report on Climate Change | Shareholder | Against | For |
| 7 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 8 | Report on Charitable Contributions | Shareholder | Against | Against |
| 9 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| KOSMOS ENERGY LTD. Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KOS Security ID: 500688106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Andrew G. Inglis | Management | For | For |
| 1B | Elect Director Richard Dearlove | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| LAM RESEARCH CORPORATION Meeting Date: NOV 05, 2019 Record Date: SEP 06, 2019 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sohail U. Ahmed | Management | For | For |
| 1.2 | Elect Director Timothy M. Archer | Management | For | For |
| 1.3 | Elect Director Eric K. Brandt | Management | For | For |
| 1.4 | Elect Director Michael R. Cannon | Management | For | For |
| 1.5 | Elect Director Youssef A. El-Mansy | Management | For | For |
| 1.6 | Elect Director Catherine P. Lego | Management | For | For |
| 1.7 | Elect Director Bethany J. Mayer | Management | For | For |
| 1.8 | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1.9 | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1.10 | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director William H. Cunningham | Management | For | For |
| 1.3 | Elect Director Dennis R. Glass | Management | For | For |
| 1.4 | Elect Director George W. Henderson, III | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Michael F. Mee | Management | For | For |
| 1.9 | Elect Director Patrick S. Pittard | Management | For | For |
| 1.10 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Special Meeting Right Provisions | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| MANPOWERGROUP, INC. Meeting Date: MAY 08, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MAN Security ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Gina R. Boswell | Management | For | For |
| 1B | Elect Director Cari M. Dominguez | Management | For | For |
| 1C | Elect Director William Downe | Management | For | For |
| 1D | Elect Director John F. Ferraro | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Jonas Prising | Management | For | For |
| 1I | Elect Director Paul Read | Management | For | For |
| 1J | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1K | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| MCKESSON CORPORATION Meeting Date: JUL 31, 2019 Record Date: JUN 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Caruso | Management | For | For |
| 1.2 | Elect Director N. Anthony Coles | Management | For | For |
| 1.3 | Elect Director M. Christine Jacobs | Management | For | For |
| 1.4 | Elect Director Donald R. Knauss | Management | For | For |
| 1.5 | Elect Director Marie L. Knowles | Management | For | For |
| 1.6 | Elect Director Bradley E. Lerman | Management | For | For |
| 1.7 | Elect Director Edward A. Mueller | Management | For | For |
| 1.8 | Elect Director Susan R. Salka | Management | For | For |
| 1.9 | Elect Director Brian S. Tyler | Management | For | For |
| 1.10 | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| MERCK & CO., INC. Meeting Date: MAY 26, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Thomas R. Cech | Management | For | For |
| 1c | Elect Director Mary Ellen Coe | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Kenneth C. Frazier | Management | For | For |
| 1f | Elect Director Thomas H. Glocer | Management | For | For |
| 1g | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Report on Corporate Tax Savings Allocation | Shareholder | Against | Against |
| METLIFE, INC. Meeting Date: JUN 16, 2020 Record Date: APR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MET Security ID: 59156R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Gerald L. Hassell | Management | For | For |
| 1d | Elect Director David L. Herzog | Management | For | For |
| 1e | Elect Director R. Glenn Hubbard | Management | For | For |
| 1f | Elect Director Edward J. Kelly, III | Management | For | For |
| 1g | Elect Director William E. Kennard | Management | For | For |
| 1h | Elect Director Michel A. Khalaf | Management | For | For |
| 1i | Elect Director Catherine R. Kinney | Management | For | For |
| 1j | Elect Director Diana L. McKenzie | Management | For | For |
| 1k | Elect Director Denise M. Morrison | Management | For | For |
| 1l | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MGIC INVESTMENT CORPORATION Meeting Date: APR 23, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MTG Security ID: 552848103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.2 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.3 | Elect Director Curt S. Culver | Management | For | For |
| 1.4 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.5 | Elect Director Timothy A. Holt | Management | For | For |
| 1.6 | Elect Director Kenneth M. Jastrow, II | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Melissa B. Lora | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Gary A. Poliner | Management | For | For |
| 1.12 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.13 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MORGAN STANLEY Meeting Date: MAY 21, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MS Security ID: 617446448 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elizabeth Corley | Management | For | For |
| 1b | Elect Director Alistair Darling | Management | For | For |
| 1c | Elect Director Thomas H. Glocer | Management | For | For |
| 1d | Elect Director James P. Gorman | Management | For | For |
| 1e | Elect Director Robert H. Herz | Management | For | For |
| 1f | Elect Director Nobuyuki Hirano | Management | For | For |
| 1g | Elect Director Stephen J. Luczo | Management | For | For |
| 1h | Elect Director Jami Miscik | Management | For | For |
| 1i | Elect Director Dennis M. Nally | Management | For | For |
| 1j | Elect Director Takeshi Ogasawara | Management | For | For |
| 1k | Elect Director Hutham S. Olayan | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MURPHY USA INC. Meeting Date: MAY 07, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MUSA Security ID: 626755102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Claiborne P. Deming | Management | For | For |
| 1.2 | Elect Director Jack T. Taylor | Management | For | For |
| 1.3 | Elect Director Jeanne L. Phillips | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditor | Management | For | For |
| NCR CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NCR Security ID: 62886E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Begor | Management | For | For |
| 1.2 | Elect Director Gregory R. Blank | Management | For | For |
| 1.3 | Elect Director Catherine (Katie) L. Burke | Management | For | For |
| 1.4 | Elect Director Chinh E. Chu | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Michael D. Hayford | Management | For | For |
| 1.7 | Elect Director Georgette D. Kiser | Management | For | For |
| 1.8 | Elect Director Kirk T. Larsen | Management | For | For |
| 1.9 | Elect Director Frank R. Martire | Management | For | For |
| 1.10 | Elect Director Matthew A. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| NUCOR CORPORATION Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NUE Security ID: 670346105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lloyd J. Austin, III | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.6 | Elect Director Leon J. Topalian | Management | For | For |
| 1.7 | Elect Director John H. Walker | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ONEMAIN HOLDINGS, INC. Meeting Date: MAY 19, 2020 Record Date: MAR 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: OMF Security ID: 68268W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay N. Levine | Management | For | For |
| 1.2 | Elect Director Roy A. Guthrie | Management | For | Withhold |
| 1.3 | Elect Director Peter B. Sinensky | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OWENS CORNING Meeting Date: APR 16, 2020 Record Date: FEB 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: OC Security ID: 690742101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Chambers | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Adrienne D. Elsner | Management | For | For |
| 1d | Elect Director J. Brian Ferguson | Management | For | For |
| 1e | Elect Director Ralph F. Hake | Management | For | For |
| 1f | Elect Director Edward F. Lonergan | Management | For | For |
| 1g | Elect Director Maryann T. Mannen | Management | For | For |
| 1h | Elect Director W. Howard Morris | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director John D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| PACCAR INC Meeting Date: APR 21, 2020 Record Date: FEB 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Beth E. Ford | Management | For | For |
| 1.6 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director John M. Pigott | Management | For | For |
| 1.9 | Elect Director Mark A. Schulz | Management | For | For |
| 1.10 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 1.11 | Elect Director Charles R. Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Confirm Shareholders Right to Call Special Meetings | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 23, 2019 Record Date: AUG 30, 2019 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lee C. Banks | Management | For | For |
| 1.2 | Elect Director Robert G. Bohn | Management | For | For |
| 1.3 | Elect Director Linda S. Harty | Management | For | For |
| 1.4 | Elect Director Kevin A. Lobo | Management | For | For |
| 1.5 | Elect Director Candy M. Obourn | Management | For | For |
| 1.6 | Elect Director Joseph Scaminace | Management | For | For |
| 1.7 | Elect Director Ake Svensson | Management | For | For |
| 1.8 | Elect Director Laura K. Thompson | Management | For | For |
| 1.9 | Elect Director James R. Verrier | Management | For | For |
| 1.10 | Elect Director James L. Wainscott | Management | For | For |
| 1.11 | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| POPULAR, INC. Meeting Date: MAY 12, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BPOP Security ID: 733174700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Maria Luisa Ferre | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Change Range for Size of the Board | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 8 | Adjourn Meeting | Management | For | For |
| RANGE RESOURCES CORPORATION Meeting Date: MAY 13, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RRC Security ID: 75281A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda A. Cline | Management | For | For |
| 1b | Elect Director James M. Funk | Management | For | For |
| 1c | Elect Director Steve D. Gray | Management | For | For |
| 1d | Elect Director Greg G. Maxwell | Management | For | For |
| 1e | Elect Director Steffen E. Palko | Management | For | For |
| 1f | Elect Director Jeffrey L. Ventura | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 1g | Elect Director Margaret K. Dorman | Management | For | For |
| REGAL BELOIT CORPORATION Meeting Date: APR 28, 2020 Record Date: MAR 05, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RBC Security ID: 758750103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Christopher L. Doerr | Management | For | For |
| 1e | Elect Director Dean A. Foate | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED Meeting Date: MAY 20, 2020 Record Date: MAR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RGA Security ID: 759351604 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Christine R. Detrick | Management | For | For |
| 1c | Elect Director J. Cliff Eason | Management | For | For |
| 1d | Elect Director John J. Gauthier | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Articles of Incorporation to Allow Special Meetings be Called from Time to Time and to Remove Certain Provisions | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RELIANCE STEEL & ALUMINUM CO. Meeting Date: MAY 20, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RS Security ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah J. Anderson | Management | For | For |
| 1b | Elect Director Lisa L. Baldwin | Management | For | For |
| 1c | Elect Director Karen W. Colonias | Management | For | For |
| 1d | Elect Director John G. Figueroa | Management | For | For |
| 1e | Elect Director David H. Hannah | Management | For | For |
| 1f | Elect Director James D. Hoffman | Management | For | For |
| 1g | Elect Director Mark V. Kaminski | Management | For | For |
| 1h | Elect Director Robert A. McEvoy | Management | For | For |
| 1i | Elect Director Andrew G. Sharkey, III | Management | For | For |
| 1j | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| SLM CORPORATION Meeting Date: JUN 18, 2020 Record Date: APR 21, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SLM Security ID: 78442P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul G. Child | Management | For | For |
| 1b | Elect Director Mary Carter Warren Franke | Management | For | For |
| 1c | Elect Director Earl A. Goode | Management | For | For |
| 1d | Elect Director Marianne M. Keler | Management | For | For |
| 1e | Elect Director Mark L. Lavelle | Management | For | For |
| 1f | Elect Director Jim Matheson | Management | For | For |
| 1g | Elect Director Frank C. Puleo | Management | For | For |
| 1h | Elect Director Vivian C. Schneck-Last | Management | For | For |
| 1i | Elect Director William N. Shiebler | Management | For | For |
| 1j | Elect Director Robert S. Strong | Management | For | For |
| 1k | Elect Director Jonathan W. Witter | Management | For | For |
| 1l | Elect Director Kirsten O. Wolberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 21, 2020 Record Date: MAR 25, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director Gary C. Kelly | Management | For | For |
| 1h | Elect Director Grace D. Lieblein | Management | For | For |
| 1i | Elect Director Nancy B. Loeffler | Management | For | For |
| 1j | Elect Director John T. Montford | Management | For | For |
| 1k | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| STATE STREET CORPORATION Meeting Date: MAY 20, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Richard P. Sergel | Management | For | For |
| 1k | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| STEEL DYNAMICS, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Keith E. Busse | Management | For | For |
| 1.4 | Elect Director Frank D. Byrne | Management | For | For |
| 1.5 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.6 | Elect Director Traci M. Dolan | Management | For | For |
| 1.7 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.8 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.9 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.10 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.11 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 12, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark S. Bartlett | Management | For | For |
| 1b | Elect Director Mary K. Bush | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Olympia J. Snowe | Management | For | For |
| 1g | Elect Director Robert J. Stevens | Management | For | For |
| 1h | Elect Director William J. Stromberg | Management | For | For |
| 1i | Elect Director Richard R. Verma | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on and Assess Proxy Voting Policies in Relation to Climate Change Position | Shareholder | Against | Against |
| TARGET CORPORATION Meeting Date: JUN 10, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director George S. Barrett | Management | For | For |
| 1c | Elect Director Brian C. Cornell | Management | For | For |
| 1d | Elect Director Calvin Darden | Management | For | For |
| 1e | Elect Director Robert L. Edwards | Management | For | For |
| 1f | Elect Director Melanie L. Healey | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Mary E. Minnick | Management | For | For |
| 1j | Elect Director Kenneth L. Salazar | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| TELEPHONE AND DATA SYSTEMS, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TDS Security ID: 879433829 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clarence A. Davis | Management | For | For |
| 1.2 | Elect Director George W. Off | Management | For | For |
| 1.3 | Elect Director Wade Oosterman | Management | For | For |
| 1.4 | Elect Director Gary L. Sugarman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kermit R. Crawford | Management | For | For |
| 1b | Elect Director Michael L. Eskew | Management | For | For |
| 1c | Elect Director Margaret M. Keane | Management | For | For |
| 1d | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1e | Elect Director Jacques P. Perold | Management | For | For |
| 1f | Elect Director Andrea Redmond | Management | For | For |
| 1g | Elect Director Gregg M. Sherrill | Management | For | For |
| 1h | Elect Director Judith A. Sprieser | Management | For | For |
| 1i | Elect Director Perry M. Traquina | Management | For | For |
| 1j | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE GOLDMAN SACHS GROUP, INC. Meeting Date: APR 30, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GS Security ID: 38141G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Drew G. Faust | Management | For | For |
| 1c | Elect Director Mark A. Flaherty | Management | For | For |
| 1d | Elect Director Ellen J. Kullman | Management | For | For |
| 1e | Elect Director Lakshmi N. Mittal | Management | For | For |
| 1f | Elect Director Adebayo O. Ogunlesi | Management | For | For |
| 1g | Elect Director Peter Oppenheimer | Management | For | For |
| 1h | Elect Director David M. Solomon | Management | For | For |
| 1i | Elect Director Jan E. Tighe | Management | For | For |
| 1j | Elect Director David A. Viniar | Management | For | For |
| 1k | Elect Director Mark O. Winkelman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Review of Statement on the Purpose of a Corporation | Shareholder | Against | Against |
| THE HOME DEPOT, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 23, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HD Security ID: 437076102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Helena B. Foulkes | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Craig A. Menear | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 5 | Prepare Employment Diversity Report and Report on Diversity Policies | Shareholder | Against | For |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 7 | Report on Congruency Political Analysis and Electioneering Expenditures | Shareholder | Against | For |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IPG Security ID: 460690100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.5 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.6 | Elect Director Michael I. Roth | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE KROGER CO. Meeting Date: JUN 25, 2020 Record Date: APR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KR Security ID: 501044101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora A. Aufreiter | Management | For | For |
| 1b | Elect Director Anne Gates | Management | For | For |
| 1c | Elect Director Karen M. Hoguet | Management | For | For |
| 1d | Elect Director Susan J. Kropf | Management | For | For |
| 1e | Elect Director W. Rodney McMullen | Management | For | For |
| 1f | Elect Director Clyde R. Moore | Management | For | For |
| 1g | Elect Director Ronald L. Sargent | Management | For | For |
| 1h | Elect Director Bobby S. Shackouls | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director Ashok Vemuri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLC as Auditor | Management | For | For |
| 4 | Assess Environmental Impact of Non-Recyclable Packaging | Shareholder | Against | For |
| 5 | Report on Human Rights Due Diligence Process in Operations and Supply Chain | Shareholder | Against | For |
| THE PROCTER & GAMBLE COMPANY Meeting Date: OCT 08, 2019 Record Date: AUG 09, 2019 Meeting Type: ANNUAL | ||||
| Ticker: PG Security ID: 742718109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis S. Blake | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Scott D. Cook | Management | For | For |
| 1e | Elect Director Joseph Jimenez | Management | For | For |
| 1f | Elect Director Terry J. Lundgren | Management | For | For |
| 1g | Elect Director Christine M. McCarthy | Management | For | For |
| 1h | Elect Director W. James McNerney, Jr. | Management | For | For |
| 1i | Elect Director Nelson Peltz | Management | For | For |
| 1j | Elect Director David S. Taylor | Management | For | For |
| 1k | Elect Director Margaret C. Whitman | Management | For | For |
| 1l | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| THE TIMKEN COMPANY Meeting Date: MAY 08, 2020 Record Date: FEB 21, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TKR Security ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.5 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.6 | Elect Director James F. Palmer | Management | For | For |
| 1.7 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.8 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.9 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.10 | Elect Director Ward J. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Jacqueline F. Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| VALERO ENERGY CORPORATION Meeting Date: APR 30, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: VLO Security ID: 91913Y100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director H. Paulett Eberhart | Management | For | For |
| 1B | Elect Director Joseph W. Gorder | Management | For | For |
| 1C | Elect Director Kimberly S. Greene | Management | For | For |
| 1D | Elect Director Deborah P. Majoras | Management | For | For |
| 1E | Elect Director Eric D. Mullins | Management | For | For |
| 1F | Elect Director Donald L. Nickles | Management | For | For |
| 1G | Elect Director Philip J. Pfeiffer | Management | For | For |
| 1H | Elect Director Robert A. Profusek | Management | For | For |
| 1I | Elect Director Stephen M. Waters | Management | For | For |
| 1J | Elect Director Randall J. Weisenburger | Management | For | For |
| 1K | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| VISTRA ENERGY CORP. Meeting Date: APR 29, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: VST Security ID: 92840M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2.1 | Elect Director Hilary E. Ackermann | Management | For | For |
| 2.2 | Elect Director Arcilia C. Acosta | Management | For | For |
| 2.3 | Elect Director Gavin R. Baiera | Management | For | For |
| 2.4 | Elect Director Paul M. Barbas | Management | For | For |
| 2.5 | Elect Director Lisa Crutchfield | Management | For | For |
| 2.6 | Elect Director Brian K. Ferraioli | Management | For | For |
| 2.7 | Elect Director Scott B. Helm | Management | For | For |
| 2.8 | Elect Director Jeff D. Hunter | Management | For | For |
| 2.9 | Elect Director Curtis A. Morgan | Management | For | For |
| 2.10 | Elect Director John R. (JR) Sult | Management | For | For |
| 3.1 | Elect Director Gavin R. Baiera | Management | For | For |
| 3.2 | Elect Director Scott B. Helm | Management | For | For |
| 3.3 | Elect Director Curtis A. Morgan | Management | For | For |
| 3.4 | Elect Director John R. (JR) Sult | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WELLS FARGO & COMPANY Meeting Date: APR 28, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WFC Security ID: 949746101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Celeste A. Clark | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Wayne M. Hewett | Management | For | For |
| 1e | Elect Director Donald M. James | Management | For | For |
| 1f | Elect Director Maria R. Morris | Management | For | For |
| 1g | Elect Director Charles H. Noski | Management | For | For |
| 1h | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1i | Elect Director Juan A. Pujadas | Management | For | For |
| 1j | Elect Director Ronald L. Sargent | Management | For | For |
| 1k | Elect Director Charles W. Scharf | Management | For | For |
| 1l | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| 5 | Report on Incentive-Based Compensation and Risks of Material Losses | Shareholder | Against | For |
| 6 | Report on Global Median Gender Pay Gap | Shareholder | Against | Against |
| WHIRLPOOL CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WHR Security ID: 963320106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Gary T. DiCamillo | Management | For | For |
| 1e | Elect Director Diane M. Dietz | Management | For | For |
| 1f | Elect Director Gerri T. Elliott | Management | For | For |
| 1g | Elect Director Jennifer A. LaClair | Management | For | For |
| 1h | Elect Director John D. Liu | Management | For | For |
| 1i | Elect Director James M. Loree | Management | For | For |
| 1j | Elect Director Harish Manwani | Management | For | For |
| 1k | Elect Director Patricia K. Poppe | Management | For | For |
| 1l | Elect Director Larry O. Spencer | Management | For | For |
| 1m | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WILLIAMS-SONOMA, INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WSM Security ID: 969904101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Scott Dahnke | Management | For | For |
| 1.3 | Elect Director Anne Mulcahy | Management | For | For |
| 1.4 | Elect Director William Ready | Management | For | For |
| 1.5 | Elect Director Sabrina Simmons | Management | For | For |
| 1.6 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAR 05, 2020 Record Date: FEB 04, 2020 Meeting Type: SPECIAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John A. Carrig | Management | For | For |
| 1.2 | Elect Director Clay M. Gaspar | Management | For | For |
| 1.3 | Elect Director Robert K. Herdman | Management | For | For |
| 1.4 | Elect Director Kelt Kindick | Management | For | For |
| 1.5 | Elect Director Karl F. Kurz | Management | For | For |
| 1.6 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1.7 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.8 | Elect Director Martin Phillips | Management | For | For |
| 1.9 | Elect Director Douglas E. Swanson, Jr. | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| XEROX HOLDINGS CORPORATION Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XRX Security ID: 98421M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Cozza | Management | For | For |
| 1.2 | Elect Director Jonathan Christodoro | Management | For | Against |
| 1.3 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.4 | Elect Director Nicholas Graziano | Management | For | For |
| 1.5 | Elect Director Cheryl Gordon Krongard | Management | For | Against |
| 1.6 | Elect Director Scott Letier | Management | For | Against |
| 1.7 | Elect Director Giovanni ('John') Visentin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| XPO LOGISTICS, INC. Meeting Date: MAY 14, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: XPO Security ID: 983793100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley S. Jacobs | Management | For | For |
| 1.2 | Elect Director Gena L. Ashe | Management | For | For |
| 1.3 | Elect Director Marlene M. Colucci | Management | For | For |
| 1.4 | Elect Director AnnaMaria DeSalva | Management | For | For |
| 1.5 | Elect Director Michael G. Jesselson | Management | For | For |
| 1.6 | Elect Director Adrian P. Kingshott | Management | For | For |
| 1.7 | Elect Director Jason D. Papastavrou | Management | For | For |
| 1.8 | Elect Director Oren G. Shaffer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Report on Integrating ESG Metrics Into Executive Compensation Program | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Sexual Harassment | Shareholder | Against | For |
| 8 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | For |
Nuveen NWQ Global Equity Income Fund
| AGEAS SA/NV Meeting Date: MAY 20, 2020 Record Date: MAY 06, 2020 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: AGS Security ID: B0148L138 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.1.1 | Receive Directors' and Auditors' Reports (Non-Voting) | Management | None | None |
| 2.1.2 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 2.1.3 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.2.1 | Receive Information on Company's Dividend Policy | Management | None | None |
| 2.2.2 | Approve Dividends of EUR 0.27 Per Share | Management | For | For |
| 2.3.1 | Approve Discharge of Directors | Management | For | For |
| 2.3.2 | Approve Discharge of Auditor | Management | For | For |
| 3.1 | Approve Remuneration Report | Management | For | For |
| 3.2 | Approve Remuneration Policy | Management | For | For |
| 4.1 | Reelect Jane Murphy as Independent Director | Management | For | For |
| 4.2 | Reelect Lucrezia Reichlin as Independent Director | Management | For | For |
| 4.3 | Reelect Yvonne Lang Ketterer as Independent Director | Management | For | For |
| 4.4 | Reelect Richard Jackson as Independent Director | Management | For | For |
| 4.5 | Reelect Antonio Cano as Director | Management | For | For |
| 5.1.1 | Amend Article 1 Re: Definitions | Management | For | For |
| 5.1.2 | Amend Article 2 Re: Name - Form | Management | For | For |
| 5.1.3 | Amend Article 3 Re: Registered Office | Management | For | For |
| 5.1.4 | Delete Article 6bis Re: Issue Premiums | Management | For | For |
| 5.1.5 | Amend Article 7 Re: Form of the Shares | Management | For | For |
| 5.1.6 | Amend Article 9 Re: Acquisition of Own Shares | Management | For | For |
| 5.1.7 | Amend Article 10 Re: Board of Directors | Management | For | For |
| 5.1.8 | Amend Article 11 Re: Board Deliberation and Decisions | Management | For | For |
| 5.1.9 | Amend Article 12 Re: Executive Committee | Management | For | For |
| 51.10 | Amend Article 13 Re: Representation | Management | For | For |
| 51.11 | Amend Article 14 Re: Remuneration | Management | For | For |
| 51.12 | Amend Article 15 Re: Ordinary Meeting of Shareholders | Management | For | For |
| 51.13 | Amend Article 17 Re: Convocations | Management | For | For |
| 51.14 | Amend Article 18 Re: Record Day and Proxies | Management | For | For |
| 51.15 | Amend Article 19 Re: Procedure - Minutes of the Meeting | Management | For | For |
| 51.16 | Amend Article 20 Re: Votes | Management | For | For |
| 51.17 | Amend Article 22 Re: Annual Accounts | Management | For | For |
| 51.18 | Amend Article 23 Re: Dividend | Management | For | For |
| 5.2 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 5.3.1 | Receive Special Board Report Re: Authorized Capital | Management | None | None |
| 5.3.2 | Renew Authorization to Increase Share Capital within the Framework of Authorized Capital | Management | For | For |
| 6 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 7 | Close Meeting | Management | None | None |
| ALLIANZ SE Meeting Date: MAY 06, 2020 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: ALV Security ID: D03080112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 9.60 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal 2019 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal 2019 | Management | For | For |
| 5 | Approve Affiliation Agreement with Allianz Africa Holding GmbH | Management | For | For |
| ANTHEM, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ANTM Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ASTRAZENECA PLC Meeting Date: APR 29, 2020 Record Date: FEB 26, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AZN Security ID: 046353108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Leif Johansson as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Marc Dunoyer as Director | Management | For | For |
| 5d | Re-elect Genevieve Berger as Director | Management | For | For |
| 5e | Re-elect Philip Broadley as Director | Management | For | For |
| 5f | Re-elect Graham Chipchase as Director | Management | For | For |
| 5g | Elect Michel Demare as Director | Management | For | For |
| 5h | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5i | Re-elect Sheri McCoy as Director | Management | For | For |
| 5j | Re-elect Tony Mok as Director | Management | For | For |
| 5k | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration Policy | Management | For | For |
| 8 | Authorise EU Political Donations and Expenditure | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 12 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 13 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 14 | Approve Performance Share Plan | Management | For | For |
| AURELIUS EQUITY OPPORTUNITIES SE & CO. KGAA Meeting Date: JUL 19, 2019 Record Date: JUN 27, 2019 Meeting Type: ANNUAL | ||||
| Ticker: AR4 Security ID: D0R9AT103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal 2018 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends of EUR 1.50 per Share | Management | For | For |
| 3 | Approve Discharge of Personally Liable Partner for Fiscal 2018 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal 2018 | Management | For | For |
| 5 | Approve Discharge of Shareholders' Committee for Fiscal 2018 | Management | For | For |
| 6 | Ratify KPMG AG as Auditors for Fiscal 2019 | Management | For | For |
| 7 | Approve Creation of EUR 15.8 Million Pool of Capital with Partial Exclusion of Preemptive Rights | Management | For | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 22, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Susan S. Bies | Management | For | For |
| 1c | Elect Director Jack O. Bovender, Jr. | Management | For | For |
| 1d | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1e | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1f | Elect Director Arnold W. Donald | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Thomas J. May | Management | For | For |
| 1j | Elect Director Brian T. Moynihan | Management | For | For |
| 1k | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1l | Elect Director Denise L. Ramos | Management | For | For |
| 1m | Elect Director Clayton S. Rose | Management | For | For |
| 1n | Elect Director Michael D. White | Management | For | For |
| 1o | Elect Director Thomas D. Woods | Management | For | For |
| 1p | Elect Director R. David Yost | Management | For | For |
| 1q | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 6 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 7 | Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices | Shareholder | Against | Against |
| BAYER AG Meeting Date: APR 28, 2020 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: BAYN Security ID: D0712D163 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of EUR 2.80 per Share for Fiscal 2019 | Management | For | For |
| 2 | Approve Discharge of Management Board for Fiscal 2019 | Management | For | For |
| 3 | Approve Discharge of Supervisory Board for Fiscal 2019 | Management | For | For |
| 4.1 | Elect Ertharin Cousin to the Supervisory Board | Management | For | For |
| 4.2 | Elect Otmar Wiestler to the Supervisory Board | Management | For | For |
| 4.3 | Elect Horst Baier to the Supervisory Board | Management | For | For |
| 5 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 6 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 7 | Amend Articles Re: Supervisory Board Term of Office | Management | For | For |
| 8 | Ratify Deloitte GmbH as Auditors for Fiscal 2020 | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 05, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Robert Bertolini | Management | For | For |
| 1C | Elect Director Michael W. Bonney | Management | For | For |
| 1D | Elect Director Giovanni Caforio | Management | For | For |
| 1E | Elect Director Matthew W. Emmens | Management | For | For |
| 1F | Elect Director Julia A. Haller | Management | For | For |
| 1G | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Vicki L. Sato | Management | For | For |
| 1J | Elect Director Gerald L. Storch | Management | For | For |
| 1K | Elect Director Karen H. Vousden | Management | For | For |
| 1L | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BROADCOM INC. Meeting Date: MAR 30, 2020 Record Date: FEB 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hock E. Tan | Management | For | For |
| 1b | Elect Director Henry Samueli | Management | For | For |
| 1c | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1d | Elect Director Diane M. Bryant | Management | For | For |
| 1e | Elect Director Gayla J. Delly | Management | For | For |
| 1f | Elect Director Raul J. Fernandez | Management | For | For |
| 1g | Elect Director Check Kian Low | Management | For | For |
| 1h | Elect Director Justine F. Page | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CHEVRON CORPORATION Meeting Date: MAY 27, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Charles W. Moorman, IV | Management | For | For |
| 1f | Elect Director Dambisa F. Moyo | Management | For | For |
| 1g | Elect Director Debra Reed-Klages | Management | For | For |
| 1h | Elect Director Ronald D. Sugar | Management | For | For |
| 1i | Elect Director D. James Umpleby, III | Management | For | For |
| 1j | Elect Director Michael K. Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Establish Board Committee on Climate Risk | Shareholder | Against | Against |
| 6 | Report on Climate Lobbying Aligned with Paris Agreement Goals | Shareholder | Against | For |
| 7 | Report on Petrochemical Risk | Shareholder | Against | For |
| 8 | Report on Human Rights Practices | Shareholder | Against | Against |
| 9 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| CITIGROUP INC. Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: C Security ID: 172967424 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Corbat | Management | For | For |
| 1b | Elect Director Ellen M. Costello | Management | For | For |
| 1c | Elect Director Grace E. Dailey | Management | For | For |
| 1d | Elect Director Barbara J. Desoer | Management | For | For |
| 1e | Elect Director John C. Dugan | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Lew W. (Jay) Jacobs, IV | Management | For | For |
| 1j | Elect Director Renee J. James | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Diana L. Taylor | Management | For | For |
| 1m | Elect Director James S. Turley | Management | For | For |
| 1n | Elect Director Deborah C. Wright | Management | For | For |
| 1o | Elect Director Alexander R. Wynaendts | Management | For | For |
| 1p | Elect Director Ernesto Zedillo Ponce de Leon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Proxy Access Right | Shareholder | Against | For |
| 6 | Review on Governance Documents | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CNA FINANCIAL CORPORATION Meeting Date: APR 29, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CNA Security ID: 126117100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. Bless | Management | For | For |
| 1.2 | Elect Director Jose O. Montemayor | Management | For | For |
| 1.3 | Elect Director Don M. Randel | Management | For | For |
| 1.4 | Elect Director Andre Rice | Management | For | For |
| 1.5 | Elect Director Dino E. Robusto | Management | For | Withhold |
| 1.6 | Elect Director Kenneth I. Siegel | Management | For | Withhold |
| 1.7 | Elect Director Andrew H. Tisch | Management | For | Withhold |
| 1.8 | Elect Director Benjamin J. Tisch | Management | For | Withhold |
| 1.9 | Elect Director James S. Tisch | Management | For | Withhold |
| 1.10 | Elect Director Jane J. Wang | Management | For | Withhold |
| 1.11 | Elect Director Marvin Zonis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COMCAST CORPORATION Meeting Date: JUN 03, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Madeline S. Bell | Management | For | For |
| 1.3 | Elect Director Naomi M. Bergman | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Amend Stock Option Plan | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Risks Posed by Failing to Prevent Sexual Harassment | Shareholder | Against | Against |
| CYPRESS SEMICONDUCTOR CORPORATION Meeting Date: AUG 27, 2019 Record Date: JUL 11, 2019 Meeting Type: SPECIAL | ||||
| Ticker: CY Security ID: 232806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| DEUTSCHE BOERSE AG Meeting Date: MAY 19, 2020 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: DB1 Security ID: D1882G119 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.90 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal 2019 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal 2019 | Management | For | For |
| 5 | Elect Michael Ruediger to the Supervisory Board | Management | For | For |
| 6 | Approve Creation of EUR 19 Million Pool of Capital without Preemptive Rights | Management | For | For |
| 7 | Approve Creation of EUR 19 Million Pool of Capital with Preemptive Rights | Management | For | For |
| 8 | Approve Remuneration Policy | Management | For | For |
| 9 | Approve Remuneration of Supervisory Board Members | Management | For | For |
| 10 | Amend Corporate Purpose | Management | For | For |
| 11 | Ratify KPMG AG as Auditors for Fiscal 2020 | Management | For | For |
| DUPONT DE NEMOURS, INC. Meeting Date: MAY 27, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DD Security ID: 26614N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Franklin K. Clyburn, Jr. | Management | For | For |
| 1e | Elect Director Terrence R. Curtin | Management | For | For |
| 1f | Elect Director Alexander M. Cutler | Management | For | For |
| 1g | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1h | Elect Director Rajiv L. Gupta | Management | For | For |
| 1i | Elect Director Luther C. Kissam | Management | For | For |
| 1j | Elect Director Frederick M. Lowery | Management | For | For |
| 1k | Elect Director Raymond J. Milchovich | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Approve Creation of an Employee Board Advisory Position | Shareholder | Against | Against |
| EATON CORPORATION PLC Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ETN Security ID: G29183103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Arnold | Management | For | For |
| 1b | Elect Director Christopher M. Connor | Management | For | For |
| 1c | Elect Director Michael J. Critelli | Management | For | For |
| 1d | Elect Director Richard H. Fearon | Management | For | For |
| 1e | Elect Director Olivier Leonetti | Management | For | For |
| 1f | Elect Director Deborah L. McCoy | Management | For | For |
| 1g | Elect Director Silvio Napoli | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sandra Pianalto | Management | For | For |
| 1j | Elect Director Lori J. Ryerkerk | Management | For | For |
| 1k | Elect Director Gerald B. Smith | Management | For | For |
| 1l | Elect Director Dorothy C. Thompson | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Authorize Issue of Equity with Pre-emptive Rights | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Share Repurchase of Issued Share Capital | Management | For | For |
| FIRSTENERGY CORP. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FE Security ID: 337932107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Anderson | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Julia L. Johnson | Management | For | For |
| 1.4 | Elect Director Charles E. Jones | Management | For | For |
| 1.5 | Elect Director Donald T. Misheff | Management | For | For |
| 1.6 | Elect Director Thomas N. Mitchell | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director Christopher D. Pappas | Management | For | For |
| 1.9 | Elect Director Sandra Pianalto | Management | For | For |
| 1.10 | Elect Director Luis A. Reyes | Management | For | For |
| 1.11 | Elect Director Leslie M. Turner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Code of Regulations to Authorize Board to Make Certain Future Amendments | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| GENERAL DYNAMICS CORPORATION Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GD Security ID: 369550108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Crown | Management | For | For |
| 1b | Elect Director Rudy F. deLeon | Management | For | For |
| 1c | Elect Director Cecil D. Haney | Management | For | For |
| 1d | Elect Director Mark M. Malcolm | Management | For | For |
| 1e | Elect Director James N. Mattis | Management | For | For |
| 1f | Elect Director Phebe N. Novakovic | Management | For | For |
| 1g | Elect Director C. Howard Nye | Management | For | For |
| 1h | Elect Director William A. Osborn | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director John G. Stratton | Management | For | For |
| 1l | Elect Director Peter A. Wall | Management | For | For |
| 2 | Ratify KPMG LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| GILEAD SCIENCES, INC. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Sandra J. Horning | Management | For | For |
| 1c | Elect Director Kelly A. Kramer | Management | For | For |
| 1d | Elect Director Kevin E. Lofton | Management | For | For |
| 1e | Elect Director Harish Manwani | Management | For | For |
| 1f | Elect Director Daniel P. O'Day | Management | For | For |
| 1g | Elect Director Richard J. Whitley | Management | For | For |
| 1h | Elect Director Per Wold-Olsen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Eliminate the Ownership Threshold for Stockholders to Request a Record Date to Take Action by Written Consent | Shareholder | Against | Against |
| GLAXOSMITHKLINE PLC Meeting Date: MAY 06, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GSK Security ID: G3910J112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | Abstain |
| 4 | Elect Sir Jonathan Symonds as Director | Management | For | For |
| 5 | Elect Charles Bancroft as Director | Management | For | For |
| 6 | Re-elect Emma Walmsley as Director | Management | For | For |
| 7 | Re-elect Vindi Banga as Director | Management | For | For |
| 8 | Re-elect Dr Hal Barron as Director | Management | For | For |
| 9 | Re-elect Dr Vivienne Cox as Director | Management | For | For |
| 10 | Re-elect Lynn Elsenhans as Director | Management | For | For |
| 11 | Re-elect Dr Laurie Glimcher as Director | Management | For | For |
| 12 | Re-elect Dr Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Judy Lewent as Director | Management | For | For |
| 14 | Re-elect Iain Mackay as Director | Management | For | For |
| 15 | Re-elect Urs Rohner as Director | Management | For | For |
| 16 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise EU Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| INFINEON TECHNOLOGIES AG Meeting Date: FEB 20, 2020 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: IFX Security ID: D35415104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.27 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal 2019 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal 2019 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal 2020 | Management | For | For |
| 6.1 | Elect Xiaoqun Clever to the Supervisory Board | Management | For | For |
| 6.2 | Elect Friedrich Eichiner to the Supervisory Board | Management | For | For |
| 6.3 | Elect Hans-Ulrich Holdenried to the Supervisory Board | Management | For | For |
| 6.4 | Elect Manfred Puffer to the Supervisory Board | Management | For | For |
| 6.5 | Elect Ulrich Spiesshofer to the Supervisory Board | Management | For | For |
| 6.6 | Elect Margret Suckale to the Supervisory Board | Management | For | For |
| 7 | Approve Cancellation of Conditional Capital 2010/I | Management | For | For |
| 8 | Approve Creation of EUR 750 Million Pool of Capital with Partial Exclusion of Preemptive Rights | Management | For | For |
| 9 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 4 Billion; Approve Creation of EUR 260 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| ING GROEP NV Meeting Date: APR 28, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: INGA Security ID: N4578E595 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2.b | Receive Announcements on Sustainability | Management | None | None |
| 2.c | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 2.d | Approve Remuneration Report | Management | For | For |
| 2.e | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3.a | Receive Explanation on Profit Retention and Distribution Policy | Management | None | None |
| 3.b | Approve Dividends of EUR 0.69 Per Share | Management | None | None |
| 4.a | Approve Discharge of Management Board | Management | For | For |
| 4.b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Remuneration Policy for Management Board | Management | For | For |
| 6 | Approve Remuneration Policy for Supervisory Board | Management | For | For |
| 7 | Amend Articles of Association | Management | For | For |
| 8.a | Elect Juan Colombas to Supervisory Board | Management | For | For |
| 8.b | Elect Herman Hulst to Supervisory Board | Management | For | For |
| 8.c | Elect Harold Naus to Supervisory Board | Management | For | For |
| 9.a | Grant Board Authority to Issue Shares | Management | For | For |
| 9.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Restricting/Excluding Preemptive Rights | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| JPMORGAN CHASE & CO. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Lee R. Raymond | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Reputational Risk Related to Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production. | Shareholder | Against | Against |
| 6 | Report on Climate Change | Shareholder | Against | For |
| 7 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 8 | Report on Charitable Contributions | Shareholder | Against | Against |
| 9 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| KINGFISHER PLC Meeting Date: JUL 09, 2019 Record Date: JUL 05, 2019 Meeting Type: ANNUAL | ||||
| Ticker: KGF Security ID: G5256E441 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Elect Claudia Arney as Director | Management | For | For |
| 6 | Elect Sophie Gasperment as Director | Management | For | For |
| 7 | Re-elect Andrew Cosslett as Director | Management | For | For |
| 8 | Re-elect Jeff Carr as Director | Management | For | For |
| 9 | Re-elect Pascal Cagni as Director | Management | For | For |
| 10 | Re-elect Clare Chapman as Director | Management | For | For |
| 11 | Re-elect Rakhi Goss-Custard as Director | Management | For | For |
| 12 | Re-elect Veronique Laury as Director | Management | For | For |
| 13 | Re-elect Mark Seligman as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise EU Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| KOMATSU LTD. Meeting Date: JUN 18, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 6301 Security ID: J35759125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 39 | Management | For | For |
| 2.1 | Elect Director Ohashi, Tetsuji | Management | For | For |
| 2.2 | Elect Director Ogawa, Hiroyuki | Management | For | For |
| 2.3 | Elect Director Moriyama, Masayuki | Management | For | For |
| 2.4 | Elect Director Mizuhara, Kiyoshi | Management | For | For |
| 2.5 | Elect Director Urano, Kuniko | Management | For | For |
| 2.6 | Elect Director Kigawa, Makoto | Management | For | For |
| 2.7 | Elect Director Kunibe, Takeshi | Management | For | For |
| 2.8 | Elect Director Arthur M. Mitchell | Management | For | For |
| 3 | Appoint Statutory Auditor Sasaki, Terumi | Management | For | For |
| MGM GROWTH PROPERTIES LLC Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MGP Security ID: 55303A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul Salem | Management | For | Against |
| 1b | Elect Director Michael J. Rietbrock | Management | For | Against |
| 1c | Elect Director Thomas A. Roberts | Management | For | Against |
| 1d | Elect Director Daniel J. Taylor | Management | For | Against |
| 1e | Elect Director Corey I. Sanders | Management | For | Against |
| 1f | Elect Director John M. McManus | Management | For | Against |
| 1g | Elect Director Robert Smith | Management | For | Against |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICROSOFT CORPORATION Meeting Date: DEC 04, 2019 Record Date: OCT 08, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William H. Gates, III | Management | For | For |
| 1.2 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.3 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.4 | Elect Director Teri L. List-Stoll | Management | For | For |
| 1.5 | Elect Director Satya Nadella | Management | For | For |
| 1.6 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.7 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director Arne M. Sorenson | Management | For | For |
| 1.10 | Elect Director John W. Stanton | Management | For | For |
| 1.11 | Elect Director John W. Thompson | Management | For | For |
| 1.12 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.13 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Employee Representation on the Board of Directors | Shareholder | Against | Against |
| 5 | Report on Gender Pay Gap | Shareholder | Against | For |
| MITSUI & CO., LTD. Meeting Date: JUN 19, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 8031 Security ID: J44690139 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 40 | Management | For | For |
| 2.1 | Elect Director Iijima, Masami | Management | For | For |
| 2.2 | Elect Director Yasunaga, Tatsuo | Management | For | For |
| 2.3 | Elect Director Takebe, Yukio | Management | For | For |
| 2.4 | Elect Director Uchida, Takakazu | Management | For | For |
| 2.5 | Elect Director Hori, Kenichi | Management | For | For |
| 2.6 | Elect Director Fujiwara, Hirotatsu | Management | For | For |
| 2.7 | Elect Director Kometani, Yoshio | Management | For | For |
| 2.8 | Elect Director Omachi, Shinichiro | Management | For | For |
| 2.9 | Elect Director Yoshikawa, Miki | Management | For | For |
| 2.10 | Elect Director Kobayashi, Izumi | Management | For | For |
| 2.11 | Elect Director Jenifer Rogers | Management | For | For |
| 2.12 | Elect Director Samuel Walsh | Management | For | For |
| 2.13 | Elect Director Uchiyamada, Takeshi | Management | For | For |
| 2.14 | Elect Director Egawa, Masako | Management | For | For |
| NATIONAL GRID PLC Meeting Date: JUL 29, 2019 Record Date: JUL 27, 2019 Meeting Type: ANNUAL | ||||
| Ticker: NG Security ID: G6S9A7120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect Sir Peter Gershon as Director | Management | For | For |
| 4 | Re-elect John Pettigrew as Director | Management | For | For |
| 5 | Elect Andy Agg as Director | Management | For | For |
| 6 | Re-elect Dean Seavers as Director | Management | For | For |
| 7 | Re-elect Nicola Shaw as Director | Management | For | For |
| 8 | Re-elect Jonathan Dawson as Director | Management | For | For |
| 9 | Re-elect Therese Esperdy as Director | Management | For | For |
| 10 | Re-elect Paul Golby as Director | Management | For | For |
| 11 | Re-elect Amanda Mesler as Director | Management | For | For |
| 12 | Elect Earl Shipp as Director | Management | For | For |
| 13 | Elect Jonathan Silver as Director | Management | For | For |
| 14 | Re-elect Mark Williamson as Director | Management | For | For |
| 15 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 16 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 17 | Approve Remuneration Policy | Management | For | For |
| 18 | Approve Remuneration Report | Management | For | For |
| 19 | Authorise EU Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Approve Scrip Dividend Scheme | Management | For | For |
| 22 | Authorise Directors to Capitalise the Appropriate Nominal Amounts of New Shares of the Company Allotted Pursuant to the Company's Scrip Dividend Scheme | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 25 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 26 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| NINTENDO CO., LTD. Meeting Date: JUN 26, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 7974 Security ID: J51699106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 820 | Management | For | For |
| 2.1 | Elect Director Furukawa, Shuntaro | Management | For | For |
| 2.2 | Elect Director Miyamoto, Shigeru | Management | For | For |
| 2.3 | Elect Director Takahashi, Shinya | Management | For | For |
| 2.4 | Elect Director Shiota, Ko | Management | For | For |
| 2.5 | Elect Director Shibata, Satoru | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Noguchi, Naoki | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Umeyama, Katsuhiro | Management | For | For |
| 3.3 | Elect Director and Audit Committee Member Yamazaki, Masao | Management | For | For |
| 3.4 | Elect Director and Audit Committee Member Shinkawa, Asa | Management | For | For |
| NIPPON TELEGRAPH & TELEPHONE CORP. Meeting Date: JUN 23, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 9432 Security ID: J59396101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 47.5 | Management | For | For |
| 2.1 | Elect Director Shinohara, Hiromichi | Management | For | For |
| 2.2 | Elect Director Sawada, Jun | Management | For | For |
| 2.3 | Elect Director Shimada, Akira | Management | For | For |
| 2.4 | Elect Director Shibutani, Naoki | Management | For | For |
| 2.5 | Elect Director Shirai, Katsuhiko | Management | For | For |
| 2.6 | Elect Director Sakakibara, Sadayuki | Management | For | For |
| 2.7 | Elect Director Sakamura, Ken | Management | For | For |
| 2.8 | Elect Director Takegawa, Keiko | Management | For | For |
| 3 | Appoint Statutory Auditor Takahashi, Kanae | Management | For | For |
| NORDSTROM, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JWN Security ID: 655664100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shellye L. Archambeau | Management | For | For |
| 1b | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1c | Elect Director Tanya L. Domier | Management | For | For |
| 1d | Elect Director James L. Donald | Management | For | For |
| 1e | Elect Director Kirsten A. Green | Management | For | For |
| 1f | Elect Director Glenda G. McNeal | Management | For | For |
| 1g | Elect Director Erik B. Nordstrom | Management | For | For |
| 1h | Elect Director Peter E. Nordstrom | Management | For | For |
| 1i | Elect Director Brad D. Smith | Management | For | For |
| 1j | Elect Director Bradley D. Tilden | Management | For | For |
| 1k | Elect Director Mark J. Tritton | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| OLD REPUBLIC INTERNATIONAL CORPORATION Meeting Date: MAY 22, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ORI Security ID: 680223104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles J. Kovaleski | Management | For | Withhold |
| 1.2 | Elect Director Craig R. Smiddy | Management | For | Withhold |
| 1.3 | Elect Director Arnold L. Steiner | Management | For | Withhold |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | Withhold |
| 1.5 | Elect Director Aldo C. Zucaro | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 19, 2019 Record Date: SEP 20, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Hector Garcia-Molina *Withdrawn Resolution* | Management | None | None |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Mark V. Hurd - Deceased | Management | None | None |
| 1.11 | Elect Director Renee J. James | Management | For | For |
| 1.12 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.13 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.14 | Elect Director William G. Parrett | Management | For | For |
| 1.15 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| OVERSEA-CHINESE BANKING CORPORATION LIMITED Meeting Date: MAY 18, 2020 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: O39 Security ID: Y64248209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2a | Elect Ooi Sang Kuang as Director | Management | For | For |
| 2b | Elect Lee Tih Shih as Director | Management | For | For |
| 2c | Elect Wee Joo Yeow as Director | Management | For | For |
| 3a | Elect Koh Beng Seng as Director | Management | For | For |
| 3b | Elect Tan Yen Yen as Director | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5a | Approve Directors' Remuneration | Management | For | For |
| 5b | Approve Issuance of 6,000 Shares to Each Non-Executive Director for the Year Ended Dec. 31, 2019 | Management | For | For |
| 6 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 8 | Approve Grant of Options and/or Rights and Issuance of Shares Pursuant to the OCBC Share Option Scheme 2001 and OCBC Employee Share Purchase Plan | Management | For | For |
| 9 | Approve Issuance of Shares Pursuant to the Oversea-Chinese Banking Corporation Limited Scrip Dividend Scheme | Management | For | For |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| PHILIP MORRIS INTERNATIONAL INC. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PM Security ID: 718172109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andre Calantzopoulos | Management | For | For |
| 1b | Elect Director Louis C. Camilleri | Management | For | For |
| 1c | Elect Director Werner Geissler | Management | For | For |
| 1d | Elect Director Lisa A. Hook | Management | For | For |
| 1e | Elect Director Jennifer Li | Management | For | For |
| 1f | Elect Director Jun Makihara | Management | For | For |
| 1g | Elect Director Kalpana Morparia | Management | For | For |
| 1h | Elect Director Lucio A. Noto | Management | For | For |
| 1i | Elect Director Frederik Paulsen | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers SA as Auditor | Management | For | For |
| SANOFI Meeting Date: APR 28, 2020 Record Date: APR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SAN Security ID: F5548N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses and Dividends of EUR 3.15 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Ratify Appointment of Paul Hudson as Director | Management | For | For |
| 6 | Reelect Laurent Attal as Director | Management | For | For |
| 7 | Reelect Carole Piwnica as Director | Management | For | For |
| 8 | Reelect Diane Souza as Director | Management | For | For |
| 9 | Reelect Thomas Sudhof as Director | Management | For | For |
| 10 | Elect Rachel Duan as Director | Management | For | For |
| 11 | Elect Lise Kingo as Director | Management | For | For |
| 12 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2 Million | Management | For | For |
| 13 | Approve Remuneration Policy of Directors | Management | For | For |
| 14 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 15 | Approve Remuneration Policy of CEO | Management | For | For |
| 16 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 17 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 18 | Approve Compensation of Paul Hudson, CEO Since Sept. 1, 2019 | Management | For | For |
| 19 | Approve Compensation of Olivier Brandicourt, CEO Until Aug. 31, 2019 | Management | For | Against |
| 20 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SEKISUI HOUSE, LTD. Meeting Date: APR 23, 2020 Record Date: JAN 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 1928 Security ID: J70746136 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 41 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines - Reduce Directors' Term - Remove All Provisions on Advisory Positions | Management | For | For |
| 3.1 | Elect Director Abe, Toshinori | Management | For | For |
| 3.2 | Elect Director Inagaki, Shiro | Management | For | Against |
| 3.3 | Elect Director Nakai, Yoshihiro | Management | For | For |
| 3.4 | Elect Director Uchida, Takashi | Management | For | For |
| 3.5 | Elect Director Wakui, Shiro | Management | For | For |
| 3.6 | Elect Director Yoshimaru, Yukiko | Management | For | For |
| 3.7 | Elect Director Kitazawa, Toshifumi | Management | For | For |
| 3.8 | Elect Director Tanaka, Satoshi | Management | For | For |
| 3.9 | Elect Director Nishida, Kumpei | Management | For | For |
| 3.10 | Elect Director Horiuchi, Yosuke | Management | For | For |
| 3.11 | Elect Director Miura, Toshiharu | Management | For | For |
| 3.12 | Elect Director Ishii, Toru | Management | For | For |
| 4 | Appoint Statutory Auditor Wada, Yoritomo | Management | For | For |
| 5 | Approve Annual Bonus | Management | For | For |
| 6 | Approve Performance-Based Annual Bonus Ceiling for Directors | Management | For | For |
| 7 | Approve Performance Share Plan and Restricted Stock Plan | Management | For | For |
| 8.1 | Elect Shareholder Director Nominee Christopher Douglas Brady | Shareholder | Against | For |
| 8.2 | Elect Shareholder Director Nominee Pamela Fennel Jacobs | Shareholder | Against | Against |
| 8.3 | Elect Shareholder Director Nominee Okada, Yasushi | Shareholder | Against | Against |
| 8.4 | Elect Shareholder Director Nominee Saeki, Terumichi | Shareholder | Against | Against |
| 8.5 | Elect Shareholder Director Nominee Iwasaki, Jiro | Shareholder | Against | For |
| 8.6 | Elect Shareholder Director Nominee Saito, Makoto | Shareholder | Against | Against |
| 8.7 | Elect Shareholder Director Nominee Kato, Hitomi | Shareholder | Against | Against |
| 8.8 | Elect Shareholder Director Nominee Suguro, Fumiyasu | Shareholder | Against | Against |
| 8.9 | Elect Shareholder Director Nominee Fujiwara, Motohiko | Shareholder | Against | Against |
| 8.10 | Elect Shareholder Director Nominee Yamada, Koji | Shareholder | Against | Against |
| 8.11 | Elect Shareholder Director Nominee Wada, Isami | Shareholder | Against | Against |
| SEVEN & I HOLDINGS CO., LTD. Meeting Date: MAY 28, 2020 Record Date: FEB 29, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 3382 Security ID: J7165H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 51 | Management | For | For |
| 2 | Amend Articles to Amend Provisions on Number of Directors - Clarify Director Authority on Board Meetings | Management | For | For |
| 3.1 | Elect Director Isaka, Ryuichi | Management | For | For |
| 3.2 | Elect Director Goto, Katsuhiro | Management | For | For |
| 3.3 | Elect Director Ito, Junro | Management | For | For |
| 3.4 | Elect Director Yamaguchi, Kimiyoshi | Management | For | For |
| 3.5 | Elect Director Maruyama, Yoshimichi | Management | For | For |
| 3.6 | Elect Director Nagamatsu, Fumihiko | Management | For | For |
| 3.7 | Elect Director Kimura, Shigeki | Management | For | For |
| 3.8 | Elect Director Joseph M. DePinto | Management | For | For |
| 3.9 | Elect Director Tsukio, Yoshio | Management | For | For |
| 3.10 | Elect Director Ito, Kunio | Management | For | For |
| 3.11 | Elect Director Yonemura, Toshiro | Management | For | For |
| 3.12 | Elect Director Higashi, Tetsuro | Management | For | For |
| 3.13 | Elect Director Rudy, Kazuko | Management | For | For |
| SIEMENS AG Meeting Date: FEB 05, 2020 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SIE Security ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal 2018/19 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 3.90 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Joe Kaeser for Fiscal 2018/19 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Roland Busch for Fiscal 2018/19 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Lisa Davis for Fiscal 2018/19 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Klaus Helmrich for Fiscal 2018/19 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Janina Kugel for Fiscal 2018/19 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal 2018/19 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Michael Sen for Fiscal 2018/19 | Management | For | For |
| 3.8 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal 2018/19 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Hagemann Snabe for Fiscal 2018/19 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal 2018/19 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Wenning for Fiscal 2018/19 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal 2018/19 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal 2018/19 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal 2018/19 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Reinhard Hahn (until January 30, 2019) for Fiscal 2018/19 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal 2018/19 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Robert Kensbock for Fiscal 2018/19 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal 2018/19 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal 2018/19 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller for Fiscal 2018/19 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal 2018/19 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Hagen Reimer (from January 30, 2019) for Fiscal 2018/19 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal 2018/19 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Dame Shafik for Fiscal 2018/19 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal 2018/19 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal 2018/19 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal 2018/19 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal 2018/19 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal 2018/19 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal 2019/20 | Management | For | For |
| 6 | Approve Remuneration Policy | Management | For | For |
| 7 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 8 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 9 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 15 Billion; Approve Creation of EUR 180 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 10 | Approve Affiliation Agreement with Subsidiary Siemens Mobility GmbH | Management | For | For |
| SK TELECOM CO., LTD. Meeting Date: MAR 26, 2020 Record Date: DEC 31, 2019 Meeting Type: ANNUAL | ||||
| Ticker: 017670 Security ID: 78440P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Approve Stock Option Grants | Management | For | For |
| 3.2 | Approve Stock Option Grants | Management | For | For |
| 4.1 | Elect Park Jung-ho as Inside Director | Management | For | For |
| 4.2 | Elect Cho Dae-sik as Non-Independent Non-Executive Director | Management | For | For |
| 4.3 | Elect Kim Yong-hak as Outside Director | Management | For | For |
| 4.4 | Elect Kim Jun-mo as Outside Director | Management | For | For |
| 4.5 | Elect Ahn Jeong-ho as Outside Director | Management | For | For |
| 5.1 | Elect Kim Yong-hak as a Member of Audit Committee | Management | For | For |
| 5.2 | Elect Ahn Jeong-ho as a Member of Audit Committee | Management | For | For |
| 6 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 7 | Approve Terms of Retirement Pay | Management | For | For |
| THALES SA Meeting Date: MAY 06, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: HO Security ID: F9156M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.60 per Share | Management | For | For |
| 4 | Elect Philippe Knoche as Director | Management | For | For |
| 5 | Approve Compensation of Patrice Caine, Chairman and CEO | Management | For | For |
| 6 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 7 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Board Members | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 11 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 159 Million | Management | For | Against |
| 12 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 60 Million | Management | For | Against |
| 13 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 60 Million | Management | For | Against |
| 14 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | Against |
| 15 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | Against |
| 16 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 11-15 at EUR 180 Million | Management | For | For |
| 17 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 18 | Amend Article 11 of Bylaws Re: Board Members Remuneration | Management | For | For |
| 19 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| UNICAJA BANCO SA Meeting Date: JUL 30, 2019 Record Date: JUL 25, 2019 Meeting Type: SPECIAL | ||||
| Ticker: UNI Security ID: E92589105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Angel Rodriguez de Gracia as Director | Management | For | For |
| 2 | Authorize Amendments on the Share Repurchase Program Approved Last AGM Held on April 22, 2016 | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| VEOLIA ENVIRONNEMENT SA Meeting Date: APR 22, 2020 Record Date: APR 20, 2020 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: VIE Security ID: F9686M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Non-Deductible Expenses | Management | For | For |
| 4 | Approve Allocation of Income and Dividends of EUR 0.50 per Share | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Jacques Aschenbroich as Director | Management | For | For |
| 7 | Reelect Isabelle Courville as Director | Management | For | For |
| 8 | Reelect Nathalie Rachou as Director | Management | For | For |
| 9 | Reelect Guillaume Texier as Director | Management | For | For |
| 10 | Approve Compensation of Antoine Frerot, Chairman and CEO | Management | For | For |
| 11 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Corporate Officers | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 850 Million | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 283 Million | Management | For | For |
| 17 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 283 Million | Management | For | For |
| 18 | Authorize Capital Increase of up to Aggregate Nominal Amount of EUR 283 Million for Contributions in Kind | Management | For | For |
| 19 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote | Management | For | For |
| 20 | Authorize Capitalization of Reserves of Up to EUR 400 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries | Management | For | For |
| 23 | Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 24 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 25 | Amend Articles 8, 11, 12, 15, 17, 18 and 20 of Bylaws Re: Shares, Board Composition, Chairman of the Board, Board Power, Remuneration of the Board, Censor and Vice-CEO | Management | For | For |
| 26 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
Nuveen NWQ Large-Cap Value Fund
| ACTIVISION BLIZZARD, INC. Meeting Date: JUN 11, 2020 Record Date: APR 15, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ATVI Security ID: 00507V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Robert Corti | Management | For | For |
| 1c | Elect Director Hendrik Hartong, III | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 1j | Elect Director Casey Wasserman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions Disclosure | Shareholder | Against | For |
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 15, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John F. Bergstrom | Management | For | For |
| 1b | Elect Director Brad W. Buss | Management | For | For |
| 1c | Elect Director John F. Ferraro | Management | For | For |
| 1d | Elect Director Thomas R. Greco | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Sharon L. McCollam | Management | For | For |
| 1h | Elect Director Douglas A. Pertz | Management | For | For |
| 1i | Elect Director Nigel Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. Meeting Date: JUN 08, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ARE Security ID: 015271109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel S. Marcus | Management | For | For |
| 1.2 | Elect Director Steven R. Hash | Management | For | For |
| 1.3 | Elect Director John L. Atkins, III | Management | For | Against |
| 1.4 | Elect Director James P. Cain | Management | For | Against |
| 1.5 | Elect Director Maria C. Freire | Management | For | Against |
| 1.6 | Elect Director Jennifer Friel Goldstein | Management | For | For |
| 1.7 | Elect Director Richard H. Klein | Management | For | For |
| 1.8 | Elect Director James H. Richardson | Management | For | For |
| 1.9 | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALLERGAN PLC Meeting Date: OCT 14, 2019 Record Date: SEP 16, 2019 Meeting Type: SPECIAL | ||||
| Ticker: AGN Security ID: G0177J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Approve Cancellation of Cancellation Shares | Management | For | For |
| 3 | Authorize Board to Allot and Issue Shares | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| 5 | Advisory Vote on Golden Parachutes | Management | For | For |
| 6 | Adjourn Meeting | Management | For | For |
| ALPHABET INC. Meeting Date: JUN 03, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GOOGL Security ID: 02079K305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Larry Page | Management | For | For |
| 1.2 | Elect Director Sergey Brin | Management | For | For |
| 1.3 | Elect Director Sundar Pichai | Management | For | For |
| 1.4 | Elect Director John L. Hennessy | Management | For | For |
| 1.5 | Elect Director Frances H. Arnold | Management | For | For |
| 1.6 | Elect Director L. John Doerr | Management | For | Withhold |
| 1.7 | Elect Director Roger W. Ferguson Jr. | Management | For | For |
| 1.8 | Elect Director Ann Mather | Management | For | For |
| 1.9 | Elect Director Alan R. Mulally | Management | For | Withhold |
| 1.10 | Elect Director K. Ram Shiram | Management | For | Withhold |
| 1.11 | Elect Director Robin L. Washington | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Report on Arbitration of Employment-Related Claims | Shareholder | Against | For |
| 7 | Establish Human Rights Risk Oversight Committee | Shareholder | Against | For |
| 8 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| 9 | Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation | Shareholder | Against | For |
| 10 | Report on Takedown Requests | Shareholder | Against | For |
| 11 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| 12 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 13 | Require Independent Director Nominee with Human and/or Civil Rights Experience | Shareholder | Against | For |
| 14 | Report on Whistleblower Policies and Practices | Shareholder | Against | Against |
| AMERICAN INTERNATIONAL GROUP, INC. Meeting Date: MAY 13, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AIG Security ID: 026874784 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Don Cornwell | Management | For | For |
| 1b | Elect Director Brian Duperreault | Management | For | For |
| 1c | Elect Director John H. Fitzpatrick | Management | For | For |
| 1d | Elect Director William G. Jurgensen | Management | For | For |
| 1e | Elect Director Christopher S. Lynch | Management | For | For |
| 1f | Elect Director Henry S. Miller | Management | For | For |
| 1g | Elect Director Linda A. Mills | Management | For | For |
| 1h | Elect Director Thomas F. Motamed | Management | For | For |
| 1i | Elect Director Peter R. Porrino | Management | For | For |
| 1j | Elect Director Amy L. Schioldager | Management | For | For |
| 1k | Elect Director Douglas M. Steenland | Management | For | For |
| 1l | Elect Director Therese M. Vaughan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Securities Transfer Restrictions | Management | For | For |
| 4 | Ratify NOL Rights Plan (NOL Pill) | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ANTHEM, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ANTM Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| AON PLC Meeting Date: FEB 04, 2020 Record Date: JAN 31, 2020 Meeting Type: SPECIAL | ||||
| Ticker: AON Security ID: G0408V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Approve Reduction of Share Capital and Creation of Distributable Profits | Management | For | For |
| 3 | Approve Terms of an Off-Exchange Buyback and Cancellation of Class B Ordinary Shares | Management | For | For |
| 4 | Approve Delisting of Shares from the New York Stock Exchange | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| AON PLC Meeting Date: FEB 04, 2020 Record Date: JAN 31, 2020 Meeting Type: COURT | ||||
| Ticker: AON Security ID: G0408V111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| AON PLC Meeting Date: JUN 19, 2020 Record Date: APR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director J. Michael Losh | Management | For | For |
| 1.8 | Elect Director Richard B. Myers | Management | For | For |
| 1.9 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.10 | Elect Director Gloria Santona | Management | For | For |
| 1.11 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 5 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| ARCHER-DANIELS-MIDLAND COMPANY Meeting Date: MAY 07, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ADM Security ID: 039483102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Terrell K. Crews | Management | For | For |
| 1c | Elect Director Pierre Dufour | Management | For | For |
| 1d | Elect Director Donald E. Felsinger | Management | For | For |
| 1e | Elect Director Suzan F. Harrison | Management | For | For |
| 1f | Elect Director Juan R. Luciano | Management | For | For |
| 1g | Elect Director Patrick J. Moore | Management | For | For |
| 1h | Elect Director Francisco J. Sanchez | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 22, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Susan S. Bies | Management | For | For |
| 1c | Elect Director Jack O. Bovender, Jr. | Management | For | For |
| 1d | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1e | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1f | Elect Director Arnold W. Donald | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Thomas J. May | Management | For | For |
| 1j | Elect Director Brian T. Moynihan | Management | For | For |
| 1k | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1l | Elect Director Denise L. Ramos | Management | For | For |
| 1m | Elect Director Clayton S. Rose | Management | For | For |
| 1n | Elect Director Michael D. White | Management | For | For |
| 1o | Elect Director Thomas D. Woods | Management | For | For |
| 1p | Elect Director R. David Yost | Management | For | For |
| 1q | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 6 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 7 | Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices | Shareholder | Against | Against |
| BIO-RAD LABORATORIES, INC. Meeting Date: APR 28, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIO Security ID: 090572207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arnold A. Pinkston | Management | For | For |
| 1.2 | Elect Director Melinda Litherland | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 05, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Robert Bertolini | Management | For | For |
| 1C | Elect Director Michael W. Bonney | Management | For | For |
| 1D | Elect Director Giovanni Caforio | Management | For | For |
| 1E | Elect Director Matthew W. Emmens | Management | For | For |
| 1F | Elect Director Julia A. Haller | Management | For | For |
| 1G | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Vicki L. Sato | Management | For | For |
| 1J | Elect Director Gerald L. Storch | Management | For | For |
| 1K | Elect Director Karen H. Vousden | Management | For | For |
| 1L | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| BROADCOM INC. Meeting Date: MAR 30, 2020 Record Date: FEB 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hock E. Tan | Management | For | For |
| 1b | Elect Director Henry Samueli | Management | For | For |
| 1c | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1d | Elect Director Diane M. Bryant | Management | For | For |
| 1e | Elect Director Gayla J. Delly | Management | For | For |
| 1f | Elect Director Raul J. Fernandez | Management | For | For |
| 1g | Elect Director Check Kian Low | Management | For | For |
| 1h | Elect Director Justine F. Page | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CHENIERE ENERGY, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LNG Security ID: 16411R208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director G. Andrea Botta | Management | For | For |
| 1B | Elect Director Jack A. Fusco | Management | For | For |
| 1C | Elect Director Vicky A. Bailey | Management | For | For |
| 1D | Elect Director Nuno Brandolini | Management | For | For |
| 1E | Elect Director Michele A. Evans | Management | For | For |
| 1F | Elect Director David I. Foley | Management | For | For |
| 1G | Elect Director David B. Kilpatrick | Management | For | For |
| 1H | Elect Director Andrew Langham | Management | For | For |
| 1I | Elect Director Courtney R. Mather | Management | For | For |
| 1J | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1K | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on Plans to Address Stranded Carbon Asset Risks | Shareholder | Against | For |
| CHEVRON CORPORATION Meeting Date: MAY 27, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Charles W. Moorman, IV | Management | For | For |
| 1f | Elect Director Dambisa F. Moyo | Management | For | For |
| 1g | Elect Director Debra Reed-Klages | Management | For | For |
| 1h | Elect Director Ronald D. Sugar | Management | For | For |
| 1i | Elect Director D. James Umpleby, III | Management | For | For |
| 1j | Elect Director Michael K. Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Establish Board Committee on Climate Risk | Shareholder | Against | Against |
| 6 | Report on Climate Lobbying Aligned with Paris Agreement Goals | Shareholder | Against | For |
| 7 | Report on Petrochemical Risk | Shareholder | Against | For |
| 8 | Report on Human Rights Practices | Shareholder | Against | Against |
| 9 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| CITIGROUP INC. Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: C Security ID: 172967424 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Corbat | Management | For | For |
| 1b | Elect Director Ellen M. Costello | Management | For | For |
| 1c | Elect Director Grace E. Dailey | Management | For | For |
| 1d | Elect Director Barbara J. Desoer | Management | For | For |
| 1e | Elect Director John C. Dugan | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Lew W. (Jay) Jacobs, IV | Management | For | For |
| 1j | Elect Director Renee J. James | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Diana L. Taylor | Management | For | For |
| 1m | Elect Director James S. Turley | Management | For | For |
| 1n | Elect Director Deborah C. Wright | Management | For | For |
| 1o | Elect Director Alexander R. Wynaendts | Management | For | For |
| 1p | Elect Director Ernesto Zedillo Ponce de Leon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Proxy Access Right | Shareholder | Against | For |
| 6 | Review on Governance Documents | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| COMCAST CORPORATION Meeting Date: JUN 03, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Madeline S. Bell | Management | For | For |
| 1.3 | Elect Director Naomi M. Bergman | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Amend Stock Option Plan | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Risks Posed by Failing to Prevent Sexual Harassment | Shareholder | Against | Against |
| CYPRESS SEMICONDUCTOR CORPORATION Meeting Date: AUG 27, 2019 Record Date: JUL 11, 2019 Meeting Type: SPECIAL | ||||
| Ticker: CY Security ID: 232806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| DELTA AIR LINES, INC. Meeting Date: JUN 18, 2020 Record Date: APR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DAL Security ID: 247361702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Ashton B. Carter | Management | For | For |
| 1d | Elect Director David G. DeWalt | Management | For | For |
| 1e | Elect Director William H. Easter, III | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Sergio A. L. Rial | Management | For | For |
| 1k | Elect Director David S. Taylor | Management | For | For |
| 1l | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Report on Climate Lobbying | Shareholder | Against | For |
| 6 | Report on Political Contributions | Shareholder | Against | For |
| 7 | Report on Sexual Harassment Policy | Shareholder | Against | For |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Cynthia A. Glassman | Management | For | For |
| 1.7 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.8 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.9 | Elect Director Michael H. Moskow | Management | For | For |
| 1.10 | Elect Director Mark A. Thierer | Management | For | For |
| 1.11 | Elect Director Lawrence A. Weinbach - Withdrawn Resolution | Management | None | None |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DUPONT DE NEMOURS, INC. Meeting Date: MAY 27, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DD Security ID: 26614N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Franklin K. Clyburn, Jr. | Management | For | For |
| 1e | Elect Director Terrence R. Curtin | Management | For | For |
| 1f | Elect Director Alexander M. Cutler | Management | For | For |
| 1g | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1h | Elect Director Rajiv L. Gupta | Management | For | For |
| 1i | Elect Director Luther C. Kissam | Management | For | For |
| 1j | Elect Director Frederick M. Lowery | Management | For | For |
| 1k | Elect Director Raymond J. Milchovich | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Approve Creation of an Employee Board Advisory Position | Shareholder | Against | Against |
| ENTERGY CORPORATION Meeting Date: MAY 08, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ETR Security ID: 29364G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John R. Burbank | Management | For | For |
| 1b | Elect Director Patrick J. Condon | Management | For | For |
| 1c | Elect Director Leo P. Denault | Management | For | For |
| 1d | Elect Director Kirkland H. Donald | Management | For | For |
| 1e | Elect Director Philip L. Frederickson | Management | For | For |
| 1f | Elect Director Alexis M. Herman | Management | For | For |
| 1g | Elect Director M. Elise Hyland | Management | For | For |
| 1h | Elect Director Stuart L. Levenick | Management | For | For |
| 1i | Elect Director Blanche Lambert Lincoln | Management | For | For |
| 1j | Elect Director Karen A. Puckett | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| FIRST HORIZON NATIONAL CORPORATION Meeting Date: APR 24, 2020 Record Date: FEB 24, 2020 Meeting Type: SPECIAL | ||||
| Ticker: FHN Security ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | Against |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| FIRST HORIZON NATIONAL CORPORATION Meeting Date: APR 28, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FHN Security ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth A. Burdick | Management | For | For |
| 1.2 | Elect Director John C. Compton | Management | For | For |
| 1.3 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.4 | Elect Director Mark A. Emkes | Management | For | For |
| 1.5 | Elect Director Corydon J. Gilchrist | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.8 | Elect Director Colin V. Reed | Management | For | For |
| 1.9 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.10 | Elect Director Rajesh Subramaniam | Management | For | For |
| 1.11 | Elect Director R. Eugene Taylor | Management | For | For |
| 1.12 | Elect Director Luke Yancy, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIRSTENERGY CORP. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FE Security ID: 337932107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Anderson | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Julia L. Johnson | Management | For | For |
| 1.4 | Elect Director Charles E. Jones | Management | For | For |
| 1.5 | Elect Director Donald T. Misheff | Management | For | For |
| 1.6 | Elect Director Thomas N. Mitchell | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director Christopher D. Pappas | Management | For | For |
| 1.9 | Elect Director Sandra Pianalto | Management | For | For |
| 1.10 | Elect Director Luis A. Reyes | Management | For | For |
| 1.11 | Elect Director Leslie M. Turner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Code of Regulations to Authorize Board to Make Certain Future Amendments | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| FISERV, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FISV Security ID: 337738108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Alison Davis | Management | For | For |
| 1.3 | Elect Director Henrique de Castro | Management | For | For |
| 1.4 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.5 | Elect Director Dennis F. Lynch | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Scott C. Nuttall | Management | For | For |
| 1.8 | Elect Director Denis J. O'Leary | Management | For | For |
| 1.9 | Elect Director Doyle R. Simons | Management | For | For |
| 1.10 | Elect Director Jeffery W. Yabuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| GENERAL DYNAMICS CORPORATION Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GD Security ID: 369550108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Crown | Management | For | For |
| 1b | Elect Director Rudy F. deLeon | Management | For | For |
| 1c | Elect Director Cecil D. Haney | Management | For | For |
| 1d | Elect Director Mark M. Malcolm | Management | For | For |
| 1e | Elect Director James N. Mattis | Management | For | For |
| 1f | Elect Director Phebe N. Novakovic | Management | For | For |
| 1g | Elect Director C. Howard Nye | Management | For | For |
| 1h | Elect Director William A. Osborn | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director John G. Stratton | Management | For | For |
| 1l | Elect Director Peter A. Wall | Management | For | For |
| 2 | Ratify KPMG LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| GENERAL MOTORS COMPANY Meeting Date: JUN 16, 2020 Record Date: APR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GM Security ID: 37045V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Linda R. Gooden | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Jane L. Mendillo | Management | For | For |
| 1f | Elect Director Judith A. Miscik | Management | For | For |
| 1g | Elect Director Patricia F. Russo | Management | For | For |
| 1h | Elect Director Thomas M. Schoewe | Management | For | For |
| 1i | Elect Director Theodore M. Solso | Management | For | For |
| 1j | Elect Director Carol M. Stephenson | Management | For | For |
| 1k | Elect Director Devin N. Wenig | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 7 | Amend Proxy Access Right | Shareholder | Against | For |
| 8 | Report on Human Rights Policy Implementation | Shareholder | Against | For |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| GILEAD SCIENCES, INC. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Sandra J. Horning | Management | For | For |
| 1c | Elect Director Kelly A. Kramer | Management | For | For |
| 1d | Elect Director Kevin E. Lofton | Management | For | For |
| 1e | Elect Director Harish Manwani | Management | For | For |
| 1f | Elect Director Daniel P. O'Day | Management | For | For |
| 1g | Elect Director Richard J. Whitley | Management | For | For |
| 1h | Elect Director Per Wold-Olsen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Eliminate the Ownership Threshold for Stockholders to Request a Record Date to Take Action by Written Consent | Shareholder | Against | Against |
| GLAXOSMITHKLINE PLC Meeting Date: MAY 06, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GSK Security ID: 37733W105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | Withhold |
| 4 | Elect Sir Jonathan Symonds as Director | Management | For | For |
| 5 | Elect Charles Bancroft as Director | Management | For | For |
| 6 | Re-elect Emma Walmsley as Director | Management | For | For |
| 7 | Re-elect Vindi Banga as Director | Management | For | For |
| 8 | Re-elect Dr Hal Barron as Director | Management | For | For |
| 9 | Re-elect Dr Vivienne Cox as Director | Management | For | For |
| 10 | Re-elect Lynn Elsenhans as Director | Management | For | For |
| 11 | Re-elect Dr Laurie Glimcher as Director | Management | For | For |
| 12 | Re-elect Dr Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Judy Lewent as Director | Management | For | For |
| 14 | Re-elect Iain Mackay as Director | Management | For | For |
| 15 | Re-elect Urs Rohner as Director | Management | For | For |
| 16 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise EU Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HESS CORPORATION Meeting Date: JUN 03, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HES Security ID: 42809H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Joaquin Duato | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director David McManus | Management | For | For |
| 1h | Elect Director Kevin O. Meyers | Management | For | For |
| 1i | Elect Director James H. Quigley | Management | For | For |
| 1j | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INCYTE CORPORATION Meeting Date: MAY 26, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Paul J. Clancy | Management | For | For |
| 1.4 | Elect Director Wendy L. Dixon | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Paul A. Friedman | Management | For | For |
| 1.7 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.8 | Elect Director Katherine A. High | Management | For | For |
| 1.9 | Elect Director Herve Hoppenot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INGERSOLL RAND, INC. Meeting Date: JUN 16, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IR Security ID: 45687V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Marc E. Jones | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| INGERSOLL-RAND PLC Meeting Date: FEB 04, 2020 Record Date: DEC 17, 2019 Meeting Type: SPECIAL | ||||
| Ticker: IR Security ID: G47791101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Change Company Name to Trane Technologies plc | Management | For | For |
| JPMORGAN CHASE & CO. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Lee R. Raymond | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Reputational Risk Related to Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production. | Shareholder | Against | Against |
| 6 | Report on Climate Change | Shareholder | Against | For |
| 7 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 8 | Report on Charitable Contributions | Shareholder | Against | Against |
| 9 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| LOEWS CORPORATION Meeting Date: MAY 12, 2020 Record Date: MAR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: L Security ID: 540424108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ann E. Berman | Management | For | For |
| 1b | Elect Director Joseph L. Bower | Management | For | For |
| 1c | Elect Director Charles D. Davidson | Management | For | For |
| 1d | Elect Director Charles M. Diker | Management | For | For |
| 1e | Elect Director Paul J. Fribourg | Management | For | For |
| 1f | Elect Director Walter L. Harris | Management | For | Against |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Susan P. Peters | Management | For | For |
| 1i | Elect Director Andrew H. Tisch | Management | For | For |
| 1j | Elect Director James S. Tisch | Management | For | For |
| 1k | Elect Director Jonathan M. Tisch | Management | For | For |
| 1l | Elect Director Anthony Welters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| MELLANOX TECHNOLOGIES, LTD. Meeting Date: JUL 25, 2019 Record Date: JUN 17, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MLNX Security ID: M51363113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenda Dorchak | Management | For | For |
| 1.2 | Elect Director Irwin Federman | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Jack R. Lazar | Management | For | For |
| 1.5 | Elect Director Jon A. Olson | Management | For | For |
| 1.6 | Elect Director Umesh Padval | Management | For | For |
| 1.7 | Elect Director David Perlmutter | Management | For | For |
| 1.8 | Elect Director Steve Sanghi | Management | For | For |
| 1.9 | Elect Director Eyal Waldman | Management | For | For |
| 1.10 | Elect Director Gregory L. Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Certain Changes to the Annual Retainer Fees and Equity Awards to Non-Employee Directors | Management | For | Against |
| 5a | If You Do Not Have a Personal Interest in Item 5b Please Select "FOR". If You Do Have a Personal Interest in Item 5b Please Select "AGAINST" | Management | None | For |
| 5b | Approve the Mellanox Technologies, Ltd. Compensation Philosophy | Management | For | For |
| 6 | Approve Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NORDSTROM, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JWN Security ID: 655664100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shellye L. Archambeau | Management | For | For |
| 1b | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1c | Elect Director Tanya L. Domier | Management | For | For |
| 1d | Elect Director James L. Donald | Management | For | For |
| 1e | Elect Director Kirsten A. Green | Management | For | For |
| 1f | Elect Director Glenda G. McNeal | Management | For | For |
| 1g | Elect Director Erik B. Nordstrom | Management | For | For |
| 1h | Elect Director Peter E. Nordstrom | Management | For | For |
| 1i | Elect Director Brad D. Smith | Management | For | For |
| 1j | Elect Director Bradley D. Tilden | Management | For | For |
| 1k | Elect Director Mark J. Tritton | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| NORTONLIFELOCK INC. Meeting Date: DEC 19, 2019 Record Date: NOV 01, 2019 Meeting Type: ANNUAL | ||||
| Ticker: NLOK Security ID: 871503108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sue Barsamian | Management | For | For |
| 1b | Elect Director Frank E. Dangeard | Management | For | For |
| 1c | Elect Director Nora M. Denzel | Management | For | For |
| 1d | Elect Director Peter A. Feld | Management | For | For |
| 1e | Elect Director Kenneth Y. Hao | Management | For | For |
| 1f | Elect Director David W. Humphrey | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director V. Paul Unruh | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| ORACLE CORPORATION Meeting Date: NOV 19, 2019 Record Date: SEP 20, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Hector Garcia-Molina *Withdrawn Resolution* | Management | None | None |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Mark V. Hurd - Deceased | Management | None | None |
| 1.11 | Elect Director Renee J. James | Management | For | For |
| 1.12 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.13 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.14 | Elect Director William G. Parrett | Management | For | For |
| 1.15 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.2 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.3 | Elect Director Timothy L. Main | Management | For | For |
| 1.4 | Elect Director Denise M. Morrison | Management | For | For |
| 1.5 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.6 | Elect Director Timothy M. Ring | Management | For | For |
| 1.7 | Elect Director Stephen H. Rusckowski | Management | For | For |
| 1.8 | Elect Director Daniel C. Stanzione | Management | For | For |
| 1.9 | Elect Director Helen I. Torley | Management | For | For |
| 1.10 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYTHEON COMPANY Meeting Date: OCT 11, 2019 Record Date: SEP 10, 2019 Meeting Type: SPECIAL | ||||
| Ticker: RTN Security ID: 755111507 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| SEAGATE TECHNOLOGY PLC Meeting Date: OCT 29, 2019 Record Date: SEP 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: STX Security ID: G7945M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William D. Mosley | Management | For | For |
| 1b | Elect Director Stephen J. Luczo | Management | For | For |
| 1c | Elect Director Mark W. Adams | Management | For | For |
| 1d | Elect Director Judy Bruner | Management | For | For |
| 1e | Elect Director Michael R. Cannon | Management | For | For |
| 1f | Elect Director William T. Coleman | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan G. Haggart | Management | For | For |
| 1i | Elect Director Stephanie Tilenius | Management | For | For |
| 1j | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Authorize Board to Allot and Issue Shares | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| STATE STREET CORPORATION Meeting Date: MAY 20, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Richard P. Sergel | Management | For | For |
| 1k | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SUNCOR ENERGY INC. Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SU Security ID: 867224107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia M. Bedient | Management | For | For |
| 1.2 | Elect Director Mel E. Benson | Management | For | For |
| 1.3 | Elect Director John D. Gass | Management | For | For |
| 1.4 | Elect Director Dennis M. Houston | Management | For | For |
| 1.5 | Elect Director Mark S. Little | Management | For | For |
| 1.6 | Elect Director Brian P. MacDonald | Management | For | For |
| 1.7 | Elect Director Maureen McCaw | Management | For | For |
| 1.8 | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1.9 | Elect Director Eira M. Thomas | Management | For | For |
| 1.10 | Elect Director Michael M. Wilson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| T-MOBILE US, INC. Meeting Date: JUN 04, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TMUS Security ID: 872590104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcelo Claure | Management | For | For |
| 1.2 | Elect Director Srikant M. Datar | Management | For | For |
| 1.3 | Elect Director Ronald D. Fisher | Management | For | For |
| 1.4 | Elect Director Srini Gopalan | Management | For | For |
| 1.5 | Elect Director Lawrence H. Guffey | Management | For | For |
| 1.6 | Elect Director Timotheus Hottges | Management | For | For |
| 1.7 | Elect Director Christian P. Illek | Management | For | For |
| 1.8 | Elect Director Stephen Kappes | Management | For | For |
| 1.9 | Elect Director Raphael Kubler | Management | For | For |
| 1.10 | Elect Director Thorsten Langheim | Management | For | For |
| 1.11 | Elect Director G. Michael (Mike) Sievert | Management | For | For |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | For |
| TAKEDA PHARMACEUTICAL CO., LTD. Meeting Date: JUN 24, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: 4502 Security ID: 874060205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 90 | Management | For | For |
| 2.1 | Elect Director Christophe Weber | Management | For | For |
| 2.2 | Elect Director Iwasaki, Masato | Management | For | For |
| 2.3 | Elect Director Andrew Plump | Management | For | For |
| 2.4 | Elect Director Constantine Saroukos | Management | For | For |
| 2.5 | Elect Director Sakane, Masahiro | Management | For | For |
| 2.6 | Elect Director Olivier Bohuon | Management | For | For |
| 2.7 | Elect Director Jean-Luc Butel | Management | For | For |
| 2.8 | Elect Director Ian Clark | Management | For | For |
| 2.9 | Elect Director Fujimori, Yoshiaki | Management | For | For |
| 2.10 | Elect Director Steven Gillis | Management | For | For |
| 2.11 | Elect Director Kuniya, Shiro | Management | For | For |
| 2.12 | Elect Director Shiga, Toshiyuki | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Yamanaka, Yasuhiko | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Hatsukawa, Koji | Management | For | For |
| 3.3 | Elect Director and Audit Committee Member Higashi, Emiko | Management | For | For |
| 3.4 | Elect Director and Audit Committee Member Michel Orsinger | Management | For | For |
| 4 | Approve Annual Bonus | Management | For | For |
| 5 | Elect Shareholder Director and Audit Committee Member Nominee Ito, Takeshi | Shareholder | Against | Against |
| TERADYNE, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TER Security ID: 880770102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Michael A. Bradley | Management | For | For |
| 1B | Elect Director Edwin J. Gillis | Management | For | For |
| 1C | Elect Director Timothy E. Guertin | Management | For | For |
| 1D | Elect Director Mark E. Jagiela | Management | For | For |
| 1E | Elect Director Mercedes Johnson | Management | For | For |
| 1F | Elect Director Marilyn Matz | Management | For | For |
| 1G | Elect Director Paul J. Tufano | Management | For | For |
| 1H | Elect Director Roy A. Vallee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE COCA-COLA COMPANY Meeting Date: APR 22, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KO Security ID: 191216100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herbert A. Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Helene D. Gayle | Management | For | For |
| 1.7 | Elect Director Alexis M. Herman | Management | For | For |
| 1.8 | Elect Director Robert A. Kotick | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director James Quincey | Management | For | For |
| 1.11 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.12 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Report on the Health Impacts and Risks of Sugar in the Company's Products | Shareholder | Against | Against |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 04, 2020 Record Date: APR 08, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director John Bruton | Management | For | For |
| 1d | Elect Director Jared L. Cohon | Management | For | For |
| 1e | Elect Director Gary D. Forsee | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Michael W. Lamach | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director Karen B. Peetz | Management | For | For |
| 1j | Elect Director John P. Surma | Management | For | For |
| 1k | Elect Director Richard J. Swift | Management | For | For |
| 1l | Elect Director Tony L. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Issue of Equity | Management | For | For |
| 5 | Renew Directors' Authority to Issue Shares for Cash | Management | For | For |
| 6 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| TRINITY INDUSTRIES, INC. Meeting Date: MAY 04, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TRN Security ID: 896522109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John L. Adams | Management | For | For |
| 1.2 | Elect Director Brandon B. Boze | Management | For | For |
| 1.3 | Elect Director John J. Diez | Management | For | For |
| 1.4 | Elect Director Leldon E. Echols | Management | For | For |
| 1.5 | Elect Director Charles W. Matthews | Management | For | For |
| 1.6 | Elect Director E. Jean Savage | Management | For | For |
| 1.7 | Elect Director Dunia A. Shive | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIASAT, INC. Meeting Date: SEP 04, 2019 Record Date: JUL 08, 2019 Meeting Type: ANNUAL | ||||
| Ticker: VSAT Security ID: 92552V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Baldridge | Management | For | For |
| 1.2 | Elect Director Sean Pak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| WALMART INC. Meeting Date: JUN 03, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WMT Security ID: 931142103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Steven S Reinemund | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Report on Impacts of Single-Use Plastic Bags | Shareholder | Against | For |
| 6 | Report on Supplier Antibiotics Use Standards | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Hourly Associates as Director Candidates | Shareholder | Against | Against |
| 8 | Report on Strengthening Prevention of Workplace Sexual Harassment | Shareholder | Against | For |
Nuveen NWQ Multi-Cap Value Fund
| ACTIVISION BLIZZARD, INC. Meeting Date: JUN 11, 2020 Record Date: APR 15, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ATVI Security ID: 00507V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Robert Corti | Management | For | For |
| 1c | Elect Director Hendrik Hartong, III | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 1j | Elect Director Casey Wasserman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions Disclosure | Shareholder | Against | For |
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 15, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John F. Bergstrom | Management | For | For |
| 1b | Elect Director Brad W. Buss | Management | For | For |
| 1c | Elect Director John F. Ferraro | Management | For | For |
| 1d | Elect Director Thomas R. Greco | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Sharon L. McCollam | Management | For | For |
| 1h | Elect Director Douglas A. Pertz | Management | For | For |
| 1i | Elect Director Nigel Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| ALLERGAN PLC Meeting Date: OCT 14, 2019 Record Date: SEP 16, 2019 Meeting Type: SPECIAL | ||||
| Ticker: AGN Security ID: G0177J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Approve Cancellation of Cancellation Shares | Management | For | For |
| 3 | Authorize Board to Allot and Issue Shares | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| 5 | Advisory Vote on Golden Parachutes | Management | For | For |
| 6 | Adjourn Meeting | Management | For | For |
| AMERICAN EAGLE OUTFITTERS, INC. Meeting Date: JUN 04, 2020 Record Date: APR 08, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AEO Security ID: 02553E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1.2 | Elect Director Jay L. Schottenstein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ANTHEM, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ANTM Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| AON PLC Meeting Date: FEB 04, 2020 Record Date: JAN 31, 2020 Meeting Type: SPECIAL | ||||
| Ticker: AON Security ID: G0408V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Approve Reduction of Share Capital and Creation of Distributable Profits | Management | For | For |
| 3 | Approve Terms of an Off-Exchange Buyback and Cancellation of Class B Ordinary Shares | Management | For | For |
| 4 | Approve Delisting of Shares from the New York Stock Exchange | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| AON PLC Meeting Date: FEB 04, 2020 Record Date: JAN 31, 2020 Meeting Type: COURT | ||||
| Ticker: AON Security ID: G0408V111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| AON PLC Meeting Date: JUN 19, 2020 Record Date: APR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director J. Michael Losh | Management | For | For |
| 1.8 | Elect Director Richard B. Myers | Management | For | For |
| 1.9 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.10 | Elect Director Gloria Santona | Management | For | For |
| 1.11 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 5 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| B. RILEY FINANCIAL, INC. Meeting Date: JUN 18, 2020 Record Date: MAY 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RILY Security ID: 05580M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bryant R. Riley | Management | For | For |
| 1.2 | Elect Director Robert D'Agostino | Management | For | Against |
| 1.3 | Elect Director Randall E. Paulson | Management | For | For |
| 1.4 | Elect Director Todd D. Sims | Management | For | Against |
| 1.5 | Elect Director Thomas J. Kelleher | Management | For | For |
| 1.6 | Elect Director Mikel H. Williams | Management | For | Against |
| 1.7 | Elect Director Michael J. Sheldon | Management | For | For |
| 1.8 | Elect Director Robert L. Antin | Management | For | For |
| 1.9 | Elect Director Mimi K. Walters | Management | For | For |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 22, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Susan S. Bies | Management | For | For |
| 1c | Elect Director Jack O. Bovender, Jr. | Management | For | For |
| 1d | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1e | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1f | Elect Director Arnold W. Donald | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Monica C. Lozano | Management | For | For |
| 1i | Elect Director Thomas J. May | Management | For | For |
| 1j | Elect Director Brian T. Moynihan | Management | For | For |
| 1k | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1l | Elect Director Denise L. Ramos | Management | For | For |
| 1m | Elect Director Clayton S. Rose | Management | For | For |
| 1n | Elect Director Michael D. White | Management | For | For |
| 1o | Elect Director Thomas D. Woods | Management | For | For |
| 1p | Elect Director R. David Yost | Management | For | For |
| 1q | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 6 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 7 | Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices | Shareholder | Against | Against |
| BIO-RAD LABORATORIES, INC. Meeting Date: APR 28, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIO Security ID: 090572207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arnold A. Pinkston | Management | For | For |
| 1.2 | Elect Director Melinda Litherland | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARS.COM INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CARS Security ID: 14575E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerri DeVard | Management | For | For |
| 1.2 | Elect Director Scott Forbes | Management | For | For |
| 1.3 | Elect Director Jill Greenthal | Management | For | For |
| 1.4 | Elect Director Thomas Hale | Management | For | For |
| 1.5 | Elect Director Michael Kelly | Management | For | For |
| 1.6 | Elect Director Donald A. McGovern, Jr. | Management | For | For |
| 1.7 | Elect Director Greg Revelle | Management | For | For |
| 1.8 | Elect Director Bala Subramanian | Management | For | For |
| 1.9 | Elect Director T. Alex Vetter | Management | For | For |
| 1.10 | Elect Director Bryan Wiener | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CHENIERE ENERGY, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LNG Security ID: 16411R208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director G. Andrea Botta | Management | For | For |
| 1B | Elect Director Jack A. Fusco | Management | For | For |
| 1C | Elect Director Vicky A. Bailey | Management | For | For |
| 1D | Elect Director Nuno Brandolini | Management | For | For |
| 1E | Elect Director Michele A. Evans | Management | For | For |
| 1F | Elect Director David I. Foley | Management | For | For |
| 1G | Elect Director David B. Kilpatrick | Management | For | For |
| 1H | Elect Director Andrew Langham | Management | For | For |
| 1I | Elect Director Courtney R. Mather | Management | For | For |
| 1J | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1K | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on Plans to Address Stranded Carbon Asset Risks | Shareholder | Against | For |
| CHEVRON CORPORATION Meeting Date: MAY 27, 2020 Record Date: MAR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Charles W. Moorman, IV | Management | For | For |
| 1f | Elect Director Dambisa F. Moyo | Management | For | For |
| 1g | Elect Director Debra Reed-Klages | Management | For | For |
| 1h | Elect Director Ronald D. Sugar | Management | For | For |
| 1i | Elect Director D. James Umpleby, III | Management | For | For |
| 1j | Elect Director Michael K. Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Establish Board Committee on Climate Risk | Shareholder | Against | Against |
| 6 | Report on Climate Lobbying Aligned with Paris Agreement Goals | Shareholder | Against | For |
| 7 | Report on Petrochemical Risk | Shareholder | Against | For |
| 8 | Report on Human Rights Practices | Shareholder | Against | Against |
| 9 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| CITIGROUP INC. Meeting Date: APR 21, 2020 Record Date: FEB 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: C Security ID: 172967424 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Corbat | Management | For | For |
| 1b | Elect Director Ellen M. Costello | Management | For | For |
| 1c | Elect Director Grace E. Dailey | Management | For | For |
| 1d | Elect Director Barbara J. Desoer | Management | For | For |
| 1e | Elect Director John C. Dugan | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Lew W. (Jay) Jacobs, IV | Management | For | For |
| 1j | Elect Director Renee J. James | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Diana L. Taylor | Management | For | For |
| 1m | Elect Director James S. Turley | Management | For | For |
| 1n | Elect Director Deborah C. Wright | Management | For | For |
| 1o | Elect Director Alexander R. Wynaendts | Management | For | For |
| 1p | Elect Director Ernesto Zedillo Ponce de Leon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Proxy Access Right | Shareholder | Against | For |
| 6 | Review on Governance Documents | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| COMCAST CORPORATION Meeting Date: JUN 03, 2020 Record Date: APR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Madeline S. Bell | Management | For | For |
| 1.3 | Elect Director Naomi M. Bergman | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Amend Stock Option Plan | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Risks Posed by Failing to Prevent Sexual Harassment | Shareholder | Against | Against |
| CYPRESS SEMICONDUCTOR CORPORATION Meeting Date: AUG 27, 2019 Record Date: JUL 11, 2019 Meeting Type: SPECIAL | ||||
| Ticker: CY Security ID: 232806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| DELTA AIR LINES, INC. Meeting Date: JUN 18, 2020 Record Date: APR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DAL Security ID: 247361702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Ashton B. Carter | Management | For | For |
| 1d | Elect Director David G. DeWalt | Management | For | For |
| 1e | Elect Director William H. Easter, III | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Sergio A. L. Rial | Management | For | For |
| 1k | Elect Director David S. Taylor | Management | For | For |
| 1l | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 5 | Report on Climate Lobbying | Shareholder | Against | For |
| 6 | Report on Political Contributions | Shareholder | Against | For |
| 7 | Report on Sexual Harassment Policy | Shareholder | Against | For |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Cynthia A. Glassman | Management | For | For |
| 1.7 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.8 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.9 | Elect Director Michael H. Moskow | Management | For | For |
| 1.10 | Elect Director Mark A. Thierer | Management | For | For |
| 1.11 | Elect Director Lawrence A. Weinbach - Withdrawn Resolution | Management | None | None |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DUPONT DE NEMOURS, INC. Meeting Date: MAY 27, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: DD Security ID: 26614N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Franklin K. Clyburn, Jr. | Management | For | For |
| 1e | Elect Director Terrence R. Curtin | Management | For | For |
| 1f | Elect Director Alexander M. Cutler | Management | For | For |
| 1g | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1h | Elect Director Rajiv L. Gupta | Management | For | For |
| 1i | Elect Director Luther C. Kissam | Management | For | For |
| 1j | Elect Director Frederick M. Lowery | Management | For | For |
| 1k | Elect Director Raymond J. Milchovich | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Approve Creation of an Employee Board Advisory Position | Shareholder | Against | Against |
| ENTERGY CORPORATION Meeting Date: MAY 08, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ETR Security ID: 29364G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John R. Burbank | Management | For | For |
| 1b | Elect Director Patrick J. Condon | Management | For | For |
| 1c | Elect Director Leo P. Denault | Management | For | For |
| 1d | Elect Director Kirkland H. Donald | Management | For | For |
| 1e | Elect Director Philip L. Frederickson | Management | For | For |
| 1f | Elect Director Alexis M. Herman | Management | For | For |
| 1g | Elect Director M. Elise Hyland | Management | For | For |
| 1h | Elect Director Stuart L. Levenick | Management | For | For |
| 1i | Elect Director Blanche Lambert Lincoln | Management | For | For |
| 1j | Elect Director Karen A. Puckett | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| FIRSTENERGY CORP. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FE Security ID: 337932107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Anderson | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Julia L. Johnson | Management | For | For |
| 1.4 | Elect Director Charles E. Jones | Management | For | For |
| 1.5 | Elect Director Donald T. Misheff | Management | For | For |
| 1.6 | Elect Director Thomas N. Mitchell | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director Christopher D. Pappas | Management | For | For |
| 1.9 | Elect Director Sandra Pianalto | Management | For | For |
| 1.10 | Elect Director Luis A. Reyes | Management | For | For |
| 1.11 | Elect Director Leslie M. Turner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Code of Regulations to Authorize Board to Make Certain Future Amendments | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| FISERV, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FISV Security ID: 337738108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Alison Davis | Management | For | For |
| 1.3 | Elect Director Henrique de Castro | Management | For | For |
| 1.4 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.5 | Elect Director Dennis F. Lynch | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Scott C. Nuttall | Management | For | For |
| 1.8 | Elect Director Denis J. O'Leary | Management | For | For |
| 1.9 | Elect Director Doyle R. Simons | Management | For | For |
| 1.10 | Elect Director Jeffery W. Yabuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| GENERAL MOTORS COMPANY Meeting Date: JUN 16, 2020 Record Date: APR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GM Security ID: 37045V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Linda R. Gooden | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Jane L. Mendillo | Management | For | For |
| 1f | Elect Director Judith A. Miscik | Management | For | For |
| 1g | Elect Director Patricia F. Russo | Management | For | For |
| 1h | Elect Director Thomas M. Schoewe | Management | For | For |
| 1i | Elect Director Theodore M. Solso | Management | For | For |
| 1j | Elect Director Carol M. Stephenson | Management | For | For |
| 1k | Elect Director Devin N. Wenig | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 7 | Amend Proxy Access Right | Shareholder | Against | For |
| 8 | Report on Human Rights Policy Implementation | Shareholder | Against | For |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| GILEAD SCIENCES, INC. Meeting Date: MAY 06, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Sandra J. Horning | Management | For | For |
| 1c | Elect Director Kelly A. Kramer | Management | For | For |
| 1d | Elect Director Kevin E. Lofton | Management | For | For |
| 1e | Elect Director Harish Manwani | Management | For | For |
| 1f | Elect Director Daniel P. O'Day | Management | For | For |
| 1g | Elect Director Richard J. Whitley | Management | For | For |
| 1h | Elect Director Per Wold-Olsen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Eliminate the Ownership Threshold for Stockholders to Request a Record Date to Take Action by Written Consent | Shareholder | Against | Against |
| GLAXOSMITHKLINE PLC Meeting Date: MAY 06, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GSK Security ID: 37733W105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | Withhold |
| 4 | Elect Sir Jonathan Symonds as Director | Management | For | For |
| 5 | Elect Charles Bancroft as Director | Management | For | For |
| 6 | Re-elect Emma Walmsley as Director | Management | For | For |
| 7 | Re-elect Vindi Banga as Director | Management | For | For |
| 8 | Re-elect Dr Hal Barron as Director | Management | For | For |
| 9 | Re-elect Dr Vivienne Cox as Director | Management | For | For |
| 10 | Re-elect Lynn Elsenhans as Director | Management | For | For |
| 11 | Re-elect Dr Laurie Glimcher as Director | Management | For | For |
| 12 | Re-elect Dr Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Judy Lewent as Director | Management | For | For |
| 14 | Re-elect Iain Mackay as Director | Management | For | For |
| 15 | Re-elect Urs Rohner as Director | Management | For | For |
| 16 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise EU Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HESS CORPORATION Meeting Date: JUN 03, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HES Security ID: 42809H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Joaquin Duato | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director David McManus | Management | For | For |
| 1h | Elect Director Kevin O. Meyers | Management | For | For |
| 1i | Elect Director James H. Quigley | Management | For | For |
| 1j | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INCYTE CORPORATION Meeting Date: MAY 26, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Paul J. Clancy | Management | For | For |
| 1.4 | Elect Director Wendy L. Dixon | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Paul A. Friedman | Management | For | For |
| 1.7 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.8 | Elect Director Katherine A. High | Management | For | For |
| 1.9 | Elect Director Herve Hoppenot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INGERSOLL RAND, INC. Meeting Date: JUN 16, 2020 Record Date: APR 22, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IR Security ID: 45687V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Marc E. Jones | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| INGERSOLL-RAND PLC Meeting Date: FEB 04, 2020 Record Date: DEC 17, 2019 Meeting Type: SPECIAL | ||||
| Ticker: IR Security ID: G47791101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Change Company Name to Trane Technologies plc | Management | For | For |
| INNOSPEC INC. Meeting Date: MAY 06, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IOSP Security ID: 45768S105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joachim Roeser - Withdrawn Resolution | Management | None | None |
| 1.2 | Elect Director Claudia Poccia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| JPMORGAN CHASE & CO. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Lee R. Raymond | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Reputational Risk Related to Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production. | Shareholder | Against | Against |
| 6 | Report on Climate Change | Shareholder | Against | For |
| 7 | Amend Shareholder Written Consent Provisions | Shareholder | Against | Against |
| 8 | Report on Charitable Contributions | Shareholder | Against | Against |
| 9 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| LIVANOVA PLC Meeting Date: JUN 29, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LIVN Security ID: G5509L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesco Bianchi | Management | For | For |
| 1.2 | Elect Director Stacy Enxing Seng | Management | For | For |
| 1.3 | Elect Director William A. Kozy | Management | For | For |
| 1.4 | Elect Director Damien McDonald | Management | For | For |
| 1.5 | Elect Director Daniel J. Moore | Management | For | For |
| 1.6 | Elect Director Hugh M. Morrison | Management | For | For |
| 1.7 | Elect Director Alfred J. Novak | Management | For | For |
| 1.8 | Elect Director Sharon O'Kane | Management | For | For |
| 1.9 | Elect Director Arthur L. Rosenthal | Management | For | For |
| 1.10 | Elect Director Andrea L. Saia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Authorise Issue of Equity | Management | For | For |
| 5 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Amend Articles of Association | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 9 | Reappoint PricewaterhouseCoopers LLP as UK Statutory Auditor | Management | For | For |
| 10 | Authorize Board to Fix Remuneration of Auditor | Management | For | For |
| LOEWS CORPORATION Meeting Date: MAY 12, 2020 Record Date: MAR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: L Security ID: 540424108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ann E. Berman | Management | For | For |
| 1b | Elect Director Joseph L. Bower | Management | For | For |
| 1c | Elect Director Charles D. Davidson | Management | For | For |
| 1d | Elect Director Charles M. Diker | Management | For | For |
| 1e | Elect Director Paul J. Fribourg | Management | For | For |
| 1f | Elect Director Walter L. Harris | Management | For | Against |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Susan P. Peters | Management | For | For |
| 1i | Elect Director Andrew H. Tisch | Management | For | For |
| 1j | Elect Director James S. Tisch | Management | For | For |
| 1k | Elect Director Jonathan M. Tisch | Management | For | For |
| 1l | Elect Director Anthony Welters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 4 | Report on Political Contributions | Shareholder | Against | For |
| MELLANOX TECHNOLOGIES, LTD. Meeting Date: JUL 25, 2019 Record Date: JUN 17, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MLNX Security ID: M51363113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenda Dorchak | Management | For | For |
| 1.2 | Elect Director Irwin Federman | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Jack R. Lazar | Management | For | For |
| 1.5 | Elect Director Jon A. Olson | Management | For | For |
| 1.6 | Elect Director Umesh Padval | Management | For | For |
| 1.7 | Elect Director David Perlmutter | Management | For | For |
| 1.8 | Elect Director Steve Sanghi | Management | For | For |
| 1.9 | Elect Director Eyal Waldman | Management | For | For |
| 1.10 | Elect Director Gregory L. Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Certain Changes to the Annual Retainer Fees and Equity Awards to Non-Employee Directors | Management | For | Against |
| 5a | If You Do Not Have a Personal Interest in Item 5b Please Select "FOR". If You Do Have a Personal Interest in Item 5b Please Select "AGAINST" | Management | None | For |
| 5b | Approve the Mellanox Technologies, Ltd. Compensation Philosophy | Management | For | For |
| 6 | Approve Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NORDSTROM, INC. Meeting Date: MAY 20, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: JWN Security ID: 655664100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shellye L. Archambeau | Management | For | For |
| 1b | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1c | Elect Director Tanya L. Domier | Management | For | For |
| 1d | Elect Director James L. Donald | Management | For | For |
| 1e | Elect Director Kirsten A. Green | Management | For | For |
| 1f | Elect Director Glenda G. McNeal | Management | For | For |
| 1g | Elect Director Erik B. Nordstrom | Management | For | For |
| 1h | Elect Director Peter E. Nordstrom | Management | For | For |
| 1i | Elect Director Brad D. Smith | Management | For | For |
| 1j | Elect Director Bradley D. Tilden | Management | For | For |
| 1k | Elect Director Mark J. Tritton | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| NORTONLIFELOCK INC. Meeting Date: DEC 19, 2019 Record Date: NOV 01, 2019 Meeting Type: ANNUAL | ||||
| Ticker: NLOK Security ID: 871503108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sue Barsamian | Management | For | For |
| 1b | Elect Director Frank E. Dangeard | Management | For | For |
| 1c | Elect Director Nora M. Denzel | Management | For | For |
| 1d | Elect Director Peter A. Feld | Management | For | For |
| 1e | Elect Director Kenneth Y. Hao | Management | For | For |
| 1f | Elect Director David W. Humphrey | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director V. Paul Unruh | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| OLD REPUBLIC INTERNATIONAL CORPORATION Meeting Date: MAY 22, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ORI Security ID: 680223104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles J. Kovaleski | Management | For | Withhold |
| 1.2 | Elect Director Craig R. Smiddy | Management | For | Withhold |
| 1.3 | Elect Director Arnold L. Steiner | Management | For | Withhold |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | Withhold |
| 1.5 | Elect Director Aldo C. Zucaro | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 19, 2019 Record Date: SEP 20, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Hector Garcia-Molina *Withdrawn Resolution* | Management | None | None |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Mark V. Hurd - Deceased | Management | None | None |
| 1.11 | Elect Director Renee J. James | Management | For | For |
| 1.12 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.13 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.14 | Elect Director William G. Parrett | Management | For | For |
| 1.15 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| QUANTA SERVICES, INC. Meeting Date: MAY 28, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director J. Michal Conaway | Management | For | For |
| 1.4 | Elect Director Vincent D. Foster | Management | For | For |
| 1.5 | Elect Director Bernard Fried | Management | For | For |
| 1.6 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.9 | Elect Director Pat Wood, III | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| RAMBUS INC. Meeting Date: APR 30, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RMBS Security ID: 750917106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles Kissner | Management | For | For |
| 1b | Elect Director Necip Sayiner | Management | For | For |
| 1c | Elect Director Luc Seraphin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| RENAISSANCERE HOLDINGS LTD. Meeting Date: MAY 18, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RNR Security ID: G7496G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Jean D. Hamilton | Management | For | For |
| 1d | Elect Director Anthony M. Santomero | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Ernst & Young Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| SEAGATE TECHNOLOGY PLC Meeting Date: OCT 29, 2019 Record Date: SEP 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: STX Security ID: G7945M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William D. Mosley | Management | For | For |
| 1b | Elect Director Stephen J. Luczo | Management | For | For |
| 1c | Elect Director Mark W. Adams | Management | For | For |
| 1d | Elect Director Judy Bruner | Management | For | For |
| 1e | Elect Director Michael R. Cannon | Management | For | For |
| 1f | Elect Director William T. Coleman | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan G. Haggart | Management | For | For |
| 1i | Elect Director Stephanie Tilenius | Management | For | For |
| 1j | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Authorize Board to Allot and Issue Shares | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| STAG INDUSTRIAL, INC. Meeting Date: APR 29, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STAG Security ID: 85254J102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin S. Butcher | Management | For | For |
| 1b | Elect Director Jit Kee Chin | Management | For | For |
| 1c | Elect Director Virgis W. Colbert | Management | For | For |
| 1d | Elect Director Michelle S. Dilley | Management | For | For |
| 1e | Elect Director Jeffrey D. Furber | Management | For | For |
| 1f | Elect Director Larry T. Guillemette | Management | For | For |
| 1g | Elect Director Francis X. Jacoby, III | Management | For | For |
| 1h | Elect Director Christopher P. Marr | Management | For | For |
| 1i | Elect Director Hans S. Weger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SUNCOR ENERGY INC. Meeting Date: MAY 06, 2020 Record Date: MAR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SU Security ID: 867224107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia M. Bedient | Management | For | For |
| 1.2 | Elect Director Mel E. Benson | Management | For | For |
| 1.3 | Elect Director John D. Gass | Management | For | For |
| 1.4 | Elect Director Dennis M. Houston | Management | For | For |
| 1.5 | Elect Director Mark S. Little | Management | For | For |
| 1.6 | Elect Director Brian P. MacDonald | Management | For | For |
| 1.7 | Elect Director Maureen McCaw | Management | For | For |
| 1.8 | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1.9 | Elect Director Eira M. Thomas | Management | For | For |
| 1.10 | Elect Director Michael M. Wilson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| T-MOBILE US, INC. Meeting Date: JUN 04, 2020 Record Date: APR 07, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TMUS Security ID: 872590104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcelo Claure | Management | For | For |
| 1.2 | Elect Director Srikant M. Datar | Management | For | For |
| 1.3 | Elect Director Ronald D. Fisher | Management | For | For |
| 1.4 | Elect Director Srini Gopalan | Management | For | For |
| 1.5 | Elect Director Lawrence H. Guffey | Management | For | For |
| 1.6 | Elect Director Timotheus Hottges | Management | For | For |
| 1.7 | Elect Director Christian P. Illek | Management | For | For |
| 1.8 | Elect Director Stephen Kappes | Management | For | For |
| 1.9 | Elect Director Raphael Kubler | Management | For | For |
| 1.10 | Elect Director Thorsten Langheim | Management | For | For |
| 1.11 | Elect Director G. Michael (Mike) Sievert | Management | For | For |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | For |
| TERADATA CORPORATION Meeting Date: MAY 05, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TDC Security ID: 88076W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director David E. Kepler | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TERADYNE, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TER Security ID: 880770102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Michael A. Bradley | Management | For | For |
| 1B | Elect Director Edwin J. Gillis | Management | For | For |
| 1C | Elect Director Timothy E. Guertin | Management | For | For |
| 1D | Elect Director Mark E. Jagiela | Management | For | For |
| 1E | Elect Director Mercedes Johnson | Management | For | For |
| 1F | Elect Director Marilyn Matz | Management | For | For |
| 1G | Elect Director Paul J. Tufano | Management | For | For |
| 1H | Elect Director Roy A. Vallee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TEREX CORPORATION Meeting Date: MAY 14, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TEX Security ID: 880779103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paula H.J. Cholmondeley | Management | For | For |
| 1b | Elect Director Donald DeFosset | Management | For | For |
| 1c | Elect Director John L. Garrison, Jr. | Management | For | For |
| 1d | Elect Director Thomas J. Hansen | Management | For | For |
| 1e | Elect Director Raimund Klinkner | Management | For | For |
| 1f | Elect Director Sandie O'Connor | Management | For | For |
| 1g | Elect Director Andra M. Rush | Management | For | For |
| 1h | Elect Director David A. Sachs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 04, 2020 Record Date: APR 08, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director John Bruton | Management | For | For |
| 1d | Elect Director Jared L. Cohon | Management | For | For |
| 1e | Elect Director Gary D. Forsee | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Michael W. Lamach | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director Karen B. Peetz | Management | For | For |
| 1j | Elect Director John P. Surma | Management | For | For |
| 1k | Elect Director Richard J. Swift | Management | For | For |
| 1l | Elect Director Tony L. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Issue of Equity | Management | For | For |
| 5 | Renew Directors' Authority to Issue Shares for Cash | Management | For | For |
| 6 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| TRINITY INDUSTRIES, INC. Meeting Date: MAY 04, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TRN Security ID: 896522109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John L. Adams | Management | For | For |
| 1.2 | Elect Director Brandon B. Boze | Management | For | For |
| 1.3 | Elect Director John J. Diez | Management | For | For |
| 1.4 | Elect Director Leldon E. Echols | Management | For | For |
| 1.5 | Elect Director Charles W. Matthews | Management | For | For |
| 1.6 | Elect Director E. Jean Savage | Management | For | For |
| 1.7 | Elect Director Dunia A. Shive | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIASAT, INC. Meeting Date: SEP 04, 2019 Record Date: JUL 08, 2019 Meeting Type: ANNUAL | ||||
| Ticker: VSAT Security ID: 92552V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Baldridge | Management | For | For |
| 1.2 | Elect Director Sean Pak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| WALMART INC. Meeting Date: JUN 03, 2020 Record Date: APR 09, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WMT Security ID: 931142103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Steven S Reinemund | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Report on Impacts of Single-Use Plastic Bags | Shareholder | Against | For |
| 6 | Report on Supplier Antibiotics Use Standards | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Hourly Associates as Director Candidates | Shareholder | Against | Against |
| 8 | Report on Strengthening Prevention of Workplace Sexual Harassment | Shareholder | Against | For |
| WESTERN ALLIANCE BANCORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WAL Security ID: 957638109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce Beach | Management | For | For |
| 1b | Elect Director Juan Figuereo | Management | For | For |
| 1c | Elect Director Howard Gould | Management | For | For |
| 1d | Elect Director Steven Hilton | Management | For | For |
| 1e | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1f | Elect Director Robert Latta | Management | For | For |
| 1g | Elect Director Todd Marshall | Management | For | For |
| 1h | Elect Director Adriane McFetridge | Management | For | For |
| 1i | Elect Director Michael Patriarca | Management | For | For |
| 1j | Elect Director Robert Sarver | Management | For | For |
| 1k | Elect Director Bryan Segedi | Management | For | For |
| 1l | Elect Director Donald Snyder | Management | For | For |
| 1m | Elect Director Sung Won Sohn | Management | For | For |
| 1n | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
Nuveen NWQ Small/Mid-Cap Value Fund
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 15, 2020 Record Date: MAR 18, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John F. Bergstrom | Management | For | For |
| 1b | Elect Director Brad W. Buss | Management | For | For |
| 1c | Elect Director John F. Ferraro | Management | For | For |
| 1d | Elect Director Thomas R. Greco | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Sharon L. McCollam | Management | For | For |
| 1h | Elect Director Douglas A. Pertz | Management | For | For |
| 1i | Elect Director Nigel Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| ALBANY INTERNATIONAL CORP. Meeting Date: MAY 14, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AIN Security ID: 012348108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christine L. Standish | Management | For | For |
| 1.2 | Elect Director Erland E. Kailbourne | Management | For | For |
| 1.3 | Elect Director John F. Cassidy, Jr. | Management | For | For |
| 1.4 | Elect Director John B. Scannell | Management | For | For |
| 1.5 | Elect Director Katharine L. Plourde | Management | For | For |
| 1.6 | Elect Director A. William Higgins | Management | For | For |
| 1.7 | Elect Director Kenneth W. Krueger | Management | For | For |
| 1.8 | Elect Director Lee C. Wortham | Management | For | For |
| 1.9 | Elect Director Mark J. Murphy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Outside Director Stock Awards/Options in Lieu of Cash | Management | For | For |
| AMERICAN EAGLE OUTFITTERS, INC. Meeting Date: JUN 04, 2020 Record Date: APR 08, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AEO Security ID: 02553E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1.2 | Elect Director Jay L. Schottenstein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERIS BANCORP Meeting Date: JUN 11, 2020 Record Date: APR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABCB Security ID: 03076K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney D. Bullard | Management | For | For |
| 1.2 | Elect Director James B. Miller, Jr. | Management | For | For |
| 1.3 | Elect Director William I. Bowen, Jr. | Management | For | For |
| 1.4 | Elect Director Wm. Millard Choate | Management | For | For |
| 1.5 | Elect Director Robert P. Lynch | Management | For | For |
| 1.6 | Elect Director Elizabeth A. McCague | Management | For | For |
| 1.7 | Elect Director Gloria A. O'Neal | Management | For | For |
| 1.8 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Declassify the Board of Directors | Management | For | For |
| APOGEE ENTERPRISES, INC. Meeting Date: JAN 14, 2020 Record Date: NOV 20, 2019 Meeting Type: ANNUAL | ||||
| Ticker: APOG Security ID: 037598109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christina M. Alvord | Management | For | For |
| 1.2 | Elect Director Frank G. Heard | Management | For | For |
| 1.3 | Elect Director Elizabeth M. Lilly | Management | For | For |
| 1.4 | Elect Director Mark A. Pompa | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Removal of Directors | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement to Amend Director Removal Provision | Management | For | For |
| 8 | Amend Articles to Eliminate the Anti-Greenmail Provision | Management | For | For |
| 9 | Reduce Supermajority Vote Requirement to Amend the Anti-Greenmail Provision | Management | For | For |
| 10 | Ratify the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | Against |
| 11 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AXIS CAPITAL HOLDINGS LIMITED Meeting Date: MAY 07, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AXS Security ID: G0692U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas C. Ramey | Management | For | For |
| 1.2 | Elect Director Wilhelm Zeller | Management | For | For |
| 1.3 | Elect Director Lizabeth H. Zlatkus | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BIO-RAD LABORATORIES, INC. Meeting Date: APR 28, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BIO Security ID: 090572207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arnold A. Pinkston | Management | For | For |
| 1.2 | Elect Director Melinda Litherland | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BMC STOCK HOLDINGS, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 19, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMCH Security ID: 05591B109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Alexander | Management | For | For |
| 1b | Elect Director David W. Bullock | Management | For | For |
| 1c | Elect Director David L. Keltner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| BORGWARNER INC. Meeting Date: APR 29, 2020 Record Date: MAR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BWA Security ID: 099724106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis C. Cuneo | Management | For | For |
| 1b | Elect Director Michael S. Hanley | Management | For | For |
| 1c | Elect Director Frederic B. Lissalde | Management | For | For |
| 1d | Elect Director Paul A. Mascarenas | Management | For | For |
| 1e | Elect Director John R. McKernan, Jr. | Management | For | For |
| 1f | Elect Director Deborah D. McWhinney | Management | For | For |
| 1g | Elect Director Alexis P. Michas | Management | For | For |
| 1h | Elect Director Vicki L. Sato | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors | Shareholder | Against | Against |
| BRANDYWINE REALTY TRUST Meeting Date: MAY 20, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BDN Security ID: 105368203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James C. Diggs | Management | For | For |
| 1b | Elect Director Wyche Fowler | Management | For | For |
| 1c | Elect Director H. Richard Haverstick, Jr. | Management | For | For |
| 1d | Elect Director Terri A. Herubin | Management | For | For |
| 1e | Elect Director Michael J. Joyce | Management | For | For |
| 1f | Elect Director Charles P. Pizzi | Management | For | For |
| 1g | Elect Director Gerard H. Sweeney | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COHERENT, INC. Meeting Date: APR 27, 2020 Record Date: MAR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: COHR Security ID: 192479103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jay T. Flatley | Management | For | For |
| 1b | Elect Director Pamela Fletcher | Management | For | For |
| 1c | Elect Director Andreas (Andy) W. Mattes | Management | For | For |
| 1d | Elect Director Beverly Kay Matthews | Management | For | For |
| 1e | Elect Director Michael R. McMullen | Management | For | For |
| 1f | Elect Director Garry W. Rogerson | Management | For | For |
| 1g | Elect Director Steve Skaggs | Management | For | For |
| 1h | Elect Director Sandeep Vij | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COHERUS BIOSCIENCES, INC. Meeting Date: MAY 22, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CHRS Security ID: 19249H103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis M. Lanfear | Management | For | For |
| 1.2 | Elect Director Mats Wahlstrom | Management | For | For |
| 1.3 | Elect Director James I. Healy | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CYPRESS SEMICONDUCTOR CORPORATION Meeting Date: AUG 27, 2019 Record Date: JUL 11, 2019 Meeting Type: SPECIAL | ||||
| Ticker: CY Security ID: 232806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| ENERSYS Meeting Date: AUG 01, 2019 Record Date: JUN 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ENS Security ID: 29275Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard I. Hoffen | Management | For | For |
| 1.2 | Elect Director David M. Shaffer | Management | For | For |
| 1.3 | Elect Director Ronald P. Vargo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQT CORPORATION Meeting Date: JUL 10, 2019 Record Date: MAY 14, 2019 Meeting Type: PROXY CONTEST | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Universal Proxy Card) | ||||
| 1A | Elect Director Philip G. Behrman | Management | For | Did Not Vote |
| 1B | Elect Director Janet L. Carrig | Management | For | Did Not Vote |
| 1C | Elect Director Christina A. Cassotis | Management | For | Did Not Vote |
| 1D | Elect Director William M. Lambert | Management | For | Did Not Vote |
| 1E | Elect Director Gerald F. MacCleary | Management | For | Did Not Vote |
| 1F | Elect Director James T. McManus, II | Management | For | Did Not Vote |
| 1G | Elect Director Valerie A. Mitchell | Management | For | Did Not Vote |
| 1H | Elect Director Robert J. McNally | Management | For | Did Not Vote |
| 1I | Elect Director Anita M. Powers | Management | For | Did Not Vote |
| 1J | Elect Director Daniel J. Rice, IV | Management | For | Did Not Vote |
| 1K | Elect Director Stephen A. Thorington | Management | For | Did Not Vote |
| 1L | Elect Director Christine J. Toretti | Management | For | Did Not Vote |
| 1M | Rice Group Nominee Lydia I. Beebe | Shareholder | Against | Did Not Vote |
| 1N | Rice Group Nominee Lee M. Canaan | Shareholder | Against | Did Not Vote |
| 1O | Rice Group Nominee Kathryn J. Jackson | Shareholder | Against | Did Not Vote |
| 1P | Rice Group Nominee John F. McCartney | Shareholder | Against | Did Not Vote |
| 1Q | Rice Group Nominee Toby Z. Rice | Shareholder | Against | Did Not Vote |
| 1R | Rice Group Nominee Hallie A. Vanderhider | Shareholder | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Universal Proxy Card) | ||||
| 1A | Elect Director Lydia I. Beebe | Shareholder | For | For |
| 1B | Elect Director Lee M. Canaan | Shareholder | For | For |
| 1C | Elect Director Kathryn J. Jackson | Shareholder | For | For |
| 1D | Elect Director John F. McCartney | Shareholder | For | For |
| 1E | Elect Director Daniel J. Rice, IV | Shareholder | For | For |
| 1F | Elect Director Toby Z. Rice | Shareholder | For | For |
| 1G | Elect Director Hallie A. Vanderhider | Shareholder | For | For |
| 1H | Management Nominee Philip G. Behrman | Shareholder | For | For |
| 1I | Management Nominee Janet L. Carrig | Shareholder | For | For |
| 1J | Management Nominee James T. McManus, II | Shareholder | For | For |
| 1K | Management Nominee Anita M. Powers | Shareholder | For | For |
| 1L | Management Nominee Stephen A. Thorington | Shareholder | For | For |
| 1M | Management Nominee Christina A. Cassotis | Shareholder | Against | Withhold |
| 1N | Management Nominee William M. Lambert | Shareholder | Against | Withhold |
| 1O | Management Nominee Gerald F. MacCleary | Shareholder | Against | Withhold |
| 1P | Management Nominee Valerie A. Mitchell | Shareholder | Against | Withhold |
| 1Q | Management Nominee Robert J. McNally | Shareholder | Against | Withhold |
| 1R | Management Nominee Christine J. Toretti | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| EURONET WORLDWIDE, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EEFT Security ID: 298736109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrzej Olechowski | Management | For | For |
| 1.2 | Elect Director Eriberto R. Scocimara | Management | For | For |
| 1.3 | Elect Director Mark R. Callegari | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EVEREST RE GROUP, LTD. Meeting Date: MAY 11, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RE Security ID: G3223R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Roger M. Singer | Management | For | For |
| 1.8 | Elect Director Joseph V. Taranto | Management | For | For |
| 1.9 | Elect Director John A. Weber | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| FABRINET Meeting Date: DEC 12, 2019 Record Date: OCT 14, 2019 Meeting Type: ANNUAL | ||||
| Ticker: FN Security ID: G3323L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Homa Bahrami | Management | For | For |
| 1.2 | Elect Director Gregory P. Dougherty | Management | For | For |
| 1.3 | Elect Director Rollance E. Olson | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FEDERAL SIGNAL CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FSS Security ID: 313855108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene J. Lowe, III | Management | For | For |
| 1.2 | Elect Director Dennis J. Martin | Management | For | For |
| 1.3 | Elect Director Patrick E. Miller *Withdrawn Resolution* | Management | None | None |
| 1.4 | Elect Director Richard R. Mudge | Management | For | For |
| 1.5 | Elect Director William F. Owens | Management | For | For |
| 1.6 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 1.7 | Elect Director Jennifer L. Sherman | Management | For | For |
| 1.8 | Elect Director John L. Workman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FIRST HORIZON NATIONAL CORPORATION Meeting Date: APR 24, 2020 Record Date: FEB 24, 2020 Meeting Type: SPECIAL | ||||
| Ticker: FHN Security ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | Against |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| FIRST HORIZON NATIONAL CORPORATION Meeting Date: APR 28, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FHN Security ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth A. Burdick | Management | For | For |
| 1.2 | Elect Director John C. Compton | Management | For | For |
| 1.3 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.4 | Elect Director Mark A. Emkes | Management | For | For |
| 1.5 | Elect Director Corydon J. Gilchrist | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.8 | Elect Director Colin V. Reed | Management | For | For |
| 1.9 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.10 | Elect Director Rajesh Subramaniam | Management | For | For |
| 1.11 | Elect Director R. Eugene Taylor | Management | For | For |
| 1.12 | Elect Director Luke Yancy, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| GLOBUS MEDICAL, INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GMED Security ID: 379577208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Demski | Management | For | Against |
| 1b | Elect Director Robert A. Douglas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HEALTHCARE REALTY TRUST INCORPORATED Meeting Date: MAY 12, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HR Security ID: 421946104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director Edward H. Braman | Management | For | For |
| 1.5 | Elect Director James J. Kilroy | Management | For | For |
| 1.6 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.7 | Elect Director John Knox Singleton | Management | For | For |
| 1.8 | Elect Director Bruce D. Sullivan | Management | For | For |
| 1.9 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HUNTSMAN CORPORATION Meeting Date: MAY 01, 2020 Record Date: MAR 05, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HUN Security ID: 447011107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter R. Huntsman | Management | For | For |
| 1b | Elect Director Nolan D. Archibald | Management | For | For |
| 1c | Elect Director Mary C. Beckerle | Management | For | For |
| 1d | Elect Director M. Anthony Burns | Management | For | For |
| 1e | Elect Director Daniele Ferrari | Management | For | For |
| 1f | Elect Director Robert J. Margetts | Management | For | For |
| 1g | Elect Director Wayne A. Reaud | Management | For | For |
| 1h | Elect Director Jan E. Tighe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| IDACORP, INC. Meeting Date: MAY 21, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IDA Security ID: 451107106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darrel T. Anderson | Management | For | For |
| 1.2 | Elect Director Thomas Carlile | Management | For | For |
| 1.3 | Elect Director Richard J. Dahl | Management | For | For |
| 1.4 | Elect Director Annette G. Elg | Management | For | For |
| 1.5 | Elect Director Lisa A. Grow | Management | For | For |
| 1.6 | Elect Director Ronald W. Jibson | Management | For | For |
| 1.7 | Elect Director Judith A. Johansen | Management | For | For |
| 1.8 | Elect Director Dennis L. Johnson | Management | For | For |
| 1.9 | Elect Director Christine King | Management | For | For |
| 1.10 | Elect Director Richard J. Navarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| INNOSPEC INC. Meeting Date: MAY 06, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IOSP Security ID: 45768S105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joachim Roeser - Withdrawn Resolution | Management | None | None |
| 1.2 | Elect Director Claudia Poccia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| JACOBS ENGINEERING GROUP INC. Meeting Date: JAN 14, 2020 Record Date: NOV 21, 2019 Meeting Type: ANNUAL | ||||
| Ticker: J Security ID: 469814107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Demetriou | Management | For | For |
| 1b | Elect Director Christopher M.T. Thompson | Management | For | For |
| 1c | Elect Director Joseph R. Bronson | Management | For | For |
| 1d | Elect Director Robert C. Davidson, Jr. | Management | For | For |
| 1e | Elect Director Ralph E. Eberhart | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Linda Fayne Levinson | Management | For | For |
| 1h | Elect Director Barbara L. Loughran | Management | For | For |
| 1i | Elect Director Robert A. McNamara | Management | For | For |
| 1j | Elect Director Peter J. Robertson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KNX Security ID: 499049104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Jackson | Management | For | For |
| 1.2 | Elect Director Kevin Knight | Management | For | For |
| 1.3 | Elect Director Roberta Roberts Shank | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| LIVANOVA PLC Meeting Date: JUN 29, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LIVN Security ID: G5509L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesco Bianchi | Management | For | For |
| 1.2 | Elect Director Stacy Enxing Seng | Management | For | For |
| 1.3 | Elect Director William A. Kozy | Management | For | For |
| 1.4 | Elect Director Damien McDonald | Management | For | For |
| 1.5 | Elect Director Daniel J. Moore | Management | For | For |
| 1.6 | Elect Director Hugh M. Morrison | Management | For | For |
| 1.7 | Elect Director Alfred J. Novak | Management | For | For |
| 1.8 | Elect Director Sharon O'Kane | Management | For | For |
| 1.9 | Elect Director Arthur L. Rosenthal | Management | For | For |
| 1.10 | Elect Director Andrea L. Saia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Authorise Issue of Equity | Management | For | For |
| 5 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Amend Articles of Association | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 9 | Reappoint PricewaterhouseCoopers LLP as UK Statutory Auditor | Management | For | For |
| 10 | Authorize Board to Fix Remuneration of Auditor | Management | For | For |
| MATERION CORPORATION Meeting Date: MAY 13, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MTRN Security ID: 576690101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vinod M. Khilnani | Management | For | For |
| 1.2 | Elect Director Emily M. Liggett | Management | For | For |
| 1.3 | Elect Director Robert J. Phillippy | Management | For | For |
| 1.4 | Elect Director Patrick Prevost | Management | For | For |
| 1.5 | Elect Director N. Mohan Reddy | Management | For | For |
| 1.6 | Elect Director Craig S. Shular | Management | For | For |
| 1.7 | Elect Director Darlene J. S. Solomon | Management | For | For |
| 1.8 | Elect Director Robert B. Toth | Management | For | For |
| 1.9 | Elect Director Jugal K. Vijayvargiya | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MELLANOX TECHNOLOGIES, LTD. Meeting Date: JUL 25, 2019 Record Date: JUN 17, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MLNX Security ID: M51363113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenda Dorchak | Management | For | For |
| 1.2 | Elect Director Irwin Federman | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Jack R. Lazar | Management | For | For |
| 1.5 | Elect Director Jon A. Olson | Management | For | For |
| 1.6 | Elect Director Umesh Padval | Management | For | For |
| 1.7 | Elect Director David Perlmutter | Management | For | For |
| 1.8 | Elect Director Steve Sanghi | Management | For | For |
| 1.9 | Elect Director Eyal Waldman | Management | For | For |
| 1.10 | Elect Director Gregory L. Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Certain Changes to the Annual Retainer Fees and Equity Awards to Non-Employee Directors | Management | For | Against |
| 5a | If You Do Not Have a Personal Interest in Item 5b Please Select "FOR". If You Do Have a Personal Interest in Item 5b Please Select "AGAINST" | Management | None | For |
| 5b | Approve the Mellanox Technologies, Ltd. Compensation Philosophy | Management | For | For |
| 6 | Approve Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NVENT ELECTRIC PLC Meeting Date: MAY 15, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NVT Security ID: G6700G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian M. Baldwin *Withdrawn* | Management | None | None |
| 1b | Elect Director Jerry W. Burris | Management | For | For |
| 1c | Elect Director Susan M. Cameron | Management | For | For |
| 1d | Elect Director Michael L. Ducker | Management | For | For |
| 1e | Elect Director Randall J. Hogan | Management | For | For |
| 1f | Elect Director Ronald L. Merriman | Management | For | For |
| 1g | Elect Director Nicola T. Palmer | Management | For | For |
| 1h | Elect Director Herbert K. Parker | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 1j | Elect Director Jacqueline Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| OLD REPUBLIC INTERNATIONAL CORPORATION Meeting Date: MAY 22, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ORI Security ID: 680223104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles J. Kovaleski | Management | For | Withhold |
| 1.2 | Elect Director Craig R. Smiddy | Management | For | Withhold |
| 1.3 | Elect Director Arnold L. Steiner | Management | For | Withhold |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | Withhold |
| 1.5 | Elect Director Aldo C. Zucaro | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PACWEST BANCORP Meeting Date: MAY 12, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PACW Security ID: 695263103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tanya M. Acker | Management | For | For |
| 1B | Elect Director Paul R. Burke | Management | For | For |
| 1C | Elect Director Craig A. Carlson | Management | For | For |
| 1D | Elect Director John M. Eggemeyer, III | Management | For | For |
| 1E | Elect Director C. William Hosler | Management | For | For |
| 1F | Elect Director Susan E. Lester | Management | For | For |
| 1G | Elect Director Arnold W. Messer | Management | For | For |
| 1H | Elect Director Roger H. Molvar | Management | For | For |
| 1I | Elect Director James J. Pieczynski | Management | For | For |
| 1J | Elect Director Daniel B. Platt | Management | For | For |
| 1K | Elect Director Robert A. Stine | Management | For | For |
| 1L | Elect Director Matthew P. Wagner | Management | For | For |
| 1M | Elect Director Mark T. Yung | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PARSLEY ENERGY, INC. Meeting Date: JAN 09, 2020 Record Date: NOV 25, 2019 Meeting Type: SPECIAL | ||||
| Ticker: PE Security ID: 701877102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| PDC ENERGY, INC. Meeting Date: JAN 13, 2020 Record Date: NOV 29, 2019 Meeting Type: SPECIAL | ||||
| Ticker: PDCE Security ID: 69327R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Issue Shares in Connection with Acquisition | Management | For | For |
| POTLATCHDELTIC CORPORATION Meeting Date: MAY 04, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PCH Security ID: 737630103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda M. Breard | Management | For | For |
| 1b | Elect Director Lawrence S. Peiros | Management | For | For |
| 1c | Elect Director Eric J. Cremers | Management | For | For |
| 2 | Ratify KPMG LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QORVO, INC. Meeting Date: AUG 06, 2019 Record Date: JUN 13, 2019 Meeting Type: ANNUAL | ||||
| Ticker: QRVO Security ID: 74736K101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph G. Quinsey | Management | For | For |
| 1.2 | Elect Director Robert A. Bruggeworth | Management | For | For |
| 1.3 | Elect Director Jeffery R. Gardner | Management | For | For |
| 1.4 | Elect Director John R. Harding | Management | For | For |
| 1.5 | Elect Director David H. Y. Ho | Management | For | For |
| 1.6 | Elect Director Roderick D. Nelson | Management | For | For |
| 1.7 | Elect Director Walden C. Rhines | Management | For | For |
| 1.8 | Elect Director Susan L. Spradley | Management | For | For |
| 1.9 | Elect Director Walter H. Wilkinson, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| QUANTA SERVICES, INC. Meeting Date: MAY 28, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director J. Michal Conaway | Management | For | For |
| 1.4 | Elect Director Vincent D. Foster | Management | For | For |
| 1.5 | Elect Director Bernard Fried | Management | For | For |
| 1.6 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.9 | Elect Director Pat Wood, III | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED Meeting Date: MAY 20, 2020 Record Date: MAR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RGA Security ID: 759351604 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Christine R. Detrick | Management | For | For |
| 1c | Elect Director J. Cliff Eason | Management | For | For |
| 1d | Elect Director John J. Gauthier | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Articles of Incorporation to Allow Special Meetings be Called from Time to Time and to Remove Certain Provisions | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RELIANCE STEEL & ALUMINUM CO. Meeting Date: MAY 20, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RS Security ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah J. Anderson | Management | For | For |
| 1b | Elect Director Lisa L. Baldwin | Management | For | For |
| 1c | Elect Director Karen W. Colonias | Management | For | For |
| 1d | Elect Director John G. Figueroa | Management | For | For |
| 1e | Elect Director David H. Hannah | Management | For | For |
| 1f | Elect Director James D. Hoffman | Management | For | For |
| 1g | Elect Director Mark V. Kaminski | Management | For | For |
| 1h | Elect Director Robert A. McEvoy | Management | For | For |
| 1i | Elect Director Andrew G. Sharkey, III | Management | For | For |
| 1j | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 6 | Amend Proxy Access Right | Shareholder | Against | For |
| RENAISSANCERE HOLDINGS LTD. Meeting Date: MAY 18, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RNR Security ID: G7496G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Jean D. Hamilton | Management | For | For |
| 1d | Elect Director Anthony M. Santomero | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Ernst & Young Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| RPT REALTY Meeting Date: APR 28, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RPT Security ID: 74971D101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard L. Federico | Management | For | For |
| 1.2 | Elect Director Arthur H. Goldberg | Management | For | For |
| 1.3 | Elect Director Brian L. Harper | Management | For | For |
| 1.4 | Elect Director Joanna T. Lau | Management | For | For |
| 1.5 | Elect Director David J. Nettina | Management | For | For |
| 1.6 | Elect Director Laurie M. Shahon | Management | For | For |
| 1.7 | Elect Director Andrea M. Weiss | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STAG INDUSTRIAL, INC. Meeting Date: APR 29, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STAG Security ID: 85254J102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin S. Butcher | Management | For | For |
| 1b | Elect Director Jit Kee Chin | Management | For | For |
| 1c | Elect Director Virgis W. Colbert | Management | For | For |
| 1d | Elect Director Michelle S. Dilley | Management | For | For |
| 1e | Elect Director Jeffrey D. Furber | Management | For | For |
| 1f | Elect Director Larry T. Guillemette | Management | For | For |
| 1g | Elect Director Francis X. Jacoby, III | Management | For | For |
| 1h | Elect Director Christopher P. Marr | Management | For | For |
| 1i | Elect Director Hans S. Weger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION Meeting Date: JAN 30, 2020 Record Date: DEC 23, 2019 Meeting Type: SPECIAL | ||||
| Ticker: TMHC Security ID: 87724P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION Meeting Date: MAY 28, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TMHC Security ID: 87724P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffry L. Flake | Management | For | For |
| 1.2 | Elect Director Gary H. Hunt | Management | For | For |
| 1.3 | Elect Director Peter Lane | Management | For | For |
| 1.4 | Elect Director William H. Lyon | Management | For | For |
| 1.5 | Elect Director Anne L. Mariucci | Management | For | For |
| 1.6 | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1.7 | Elect Director Sheryl D. Palmer | Management | For | For |
| 1.8 | Elect Director Denise F. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TERADATA CORPORATION Meeting Date: MAY 05, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TDC Security ID: 88076W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director David E. Kepler | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TERADYNE, INC. Meeting Date: MAY 08, 2020 Record Date: MAR 12, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TER Security ID: 880770102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Michael A. Bradley | Management | For | For |
| 1B | Elect Director Edwin J. Gillis | Management | For | For |
| 1C | Elect Director Timothy E. Guertin | Management | For | For |
| 1D | Elect Director Mark E. Jagiela | Management | For | For |
| 1E | Elect Director Mercedes Johnson | Management | For | For |
| 1F | Elect Director Marilyn Matz | Management | For | For |
| 1G | Elect Director Paul J. Tufano | Management | For | For |
| 1H | Elect Director Roy A. Vallee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UNITED THERAPEUTICS CORPORATION Meeting Date: JUN 26, 2020 Record Date: APR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UTHR Security ID: 91307C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raymond Dwek | Management | For | For |
| 1b | Elect Director Christopher Patusky | Management | For | For |
| 1c | Elect Director Tommy Thompson | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WESTERN ALLIANCE BANCORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WAL Security ID: 957638109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce Beach | Management | For | For |
| 1b | Elect Director Juan Figuereo | Management | For | For |
| 1c | Elect Director Howard Gould | Management | For | For |
| 1d | Elect Director Steven Hilton | Management | For | For |
| 1e | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1f | Elect Director Robert Latta | Management | For | For |
| 1g | Elect Director Todd Marshall | Management | For | For |
| 1h | Elect Director Adriane McFetridge | Management | For | For |
| 1i | Elect Director Michael Patriarca | Management | For | For |
| 1j | Elect Director Robert Sarver | Management | For | For |
| 1k | Elect Director Bryan Segedi | Management | For | For |
| 1l | Elect Director Donald Snyder | Management | For | For |
| 1m | Elect Director Sung Won Sohn | Management | For | For |
| 1n | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
Nuveen NWQ Small-Cap Value Fund
| ADESTO TECHNOLOGIES CORPORATION Meeting Date: MAY 05, 2020 Record Date: MAR 25, 2020 Meeting Type: SPECIAL | ||||
| Ticker: IOTS Security ID: 00687D101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| ALAMO GROUP INC. Meeting Date: MAY 07, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ALG Security ID: 011311107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roderick R. Baty | Management | For | For |
| 1.2 | Elect Director Robert P. Bauer | Management | For | For |
| 1.3 | Elect Director Eric P. Etchart | Management | For | For |
| 1.4 | Elect Director Tracy C. Jokinen | Management | For | For |
| 1.5 | Elect Director Richard W. Parod | Management | For | For |
| 1.6 | Elect Director Ronald A. Robinson | Management | For | For |
| 1.7 | Elect Director Lorie L. Tekorius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ALBANY INTERNATIONAL CORP. Meeting Date: MAY 14, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AIN Security ID: 012348108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christine L. Standish | Management | For | For |
| 1.2 | Elect Director Erland E. Kailbourne | Management | For | For |
| 1.3 | Elect Director John F. Cassidy, Jr. | Management | For | For |
| 1.4 | Elect Director John B. Scannell | Management | For | For |
| 1.5 | Elect Director Katharine L. Plourde | Management | For | For |
| 1.6 | Elect Director A. William Higgins | Management | For | For |
| 1.7 | Elect Director Kenneth W. Krueger | Management | For | For |
| 1.8 | Elect Director Lee C. Wortham | Management | For | For |
| 1.9 | Elect Director Mark J. Murphy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Outside Director Stock Awards/Options in Lieu of Cash | Management | For | For |
| AMERICAN EAGLE OUTFITTERS, INC. Meeting Date: JUN 04, 2020 Record Date: APR 08, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AEO Security ID: 02553E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1.2 | Elect Director Jay L. Schottenstein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERIS BANCORP Meeting Date: JUN 11, 2020 Record Date: APR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ABCB Security ID: 03076K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney D. Bullard | Management | For | For |
| 1.2 | Elect Director James B. Miller, Jr. | Management | For | For |
| 1.3 | Elect Director William I. Bowen, Jr. | Management | For | For |
| 1.4 | Elect Director Wm. Millard Choate | Management | For | For |
| 1.5 | Elect Director Robert P. Lynch | Management | For | For |
| 1.6 | Elect Director Elizabeth A. McCague | Management | For | For |
| 1.7 | Elect Director Gloria A. O'Neal | Management | For | For |
| 1.8 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Declassify the Board of Directors | Management | For | For |
| APOGEE ENTERPRISES, INC. Meeting Date: JAN 14, 2020 Record Date: NOV 20, 2019 Meeting Type: ANNUAL | ||||
| Ticker: APOG Security ID: 037598109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christina M. Alvord | Management | For | For |
| 1.2 | Elect Director Frank G. Heard | Management | For | For |
| 1.3 | Elect Director Elizabeth M. Lilly | Management | For | For |
| 1.4 | Elect Director Mark A. Pompa | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Removal of Directors | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement to Amend Director Removal Provision | Management | For | For |
| 8 | Amend Articles to Eliminate the Anti-Greenmail Provision | Management | For | For |
| 9 | Reduce Supermajority Vote Requirement to Amend the Anti-Greenmail Provision | Management | For | For |
| 10 | Ratify the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | Against |
| 11 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AXIS CAPITAL HOLDINGS LIMITED Meeting Date: MAY 07, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: AXS Security ID: G0692U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas C. Ramey | Management | For | For |
| 1.2 | Elect Director Wilhelm Zeller | Management | For | For |
| 1.3 | Elect Director Lizabeth H. Zlatkus | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BANC OF CALIFORNIA, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BANC Security ID: 05990K106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James A. "Conan" Barker | Management | For | For |
| 1.2 | Elect Director Mary A. Curran | Management | For | For |
| 1.3 | Elect Director B. A. Fallon-Walsh | Management | For | For |
| 1.4 | Elect Director Bonnie G. Hill | Management | For | For |
| 1.5 | Elect Director Richard J. Lashley | Management | For | For |
| 1.6 | Elect Director Jonah F. Schnel | Management | For | For |
| 1.7 | Elect Director Robert D. Sznewajs | Management | For | For |
| 1.8 | Elect Director Andrew Thau | Management | For | For |
| 1.9 | Elect Director Jared M. Wolff | Management | For | For |
| 1.10 | Elect Director W. Kirk Wycoff | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BMC STOCK HOLDINGS, INC. Meeting Date: MAY 14, 2020 Record Date: MAR 19, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BMCH Security ID: 05591B109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Alexander | Management | For | For |
| 1b | Elect Director David W. Bullock | Management | For | For |
| 1c | Elect Director David L. Keltner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| BRANDYWINE REALTY TRUST Meeting Date: MAY 20, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: BDN Security ID: 105368203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James C. Diggs | Management | For | For |
| 1b | Elect Director Wyche Fowler | Management | For | For |
| 1c | Elect Director H. Richard Haverstick, Jr. | Management | For | For |
| 1d | Elect Director Terri A. Herubin | Management | For | For |
| 1e | Elect Director Michael J. Joyce | Management | For | For |
| 1f | Elect Director Charles P. Pizzi | Management | For | For |
| 1g | Elect Director Gerard H. Sweeney | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARS.COM INC. Meeting Date: MAY 14, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CARS Security ID: 14575E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerri DeVard | Management | For | For |
| 1.2 | Elect Director Scott Forbes | Management | For | For |
| 1.3 | Elect Director Jill Greenthal | Management | For | For |
| 1.4 | Elect Director Thomas Hale | Management | For | For |
| 1.5 | Elect Director Michael Kelly | Management | For | For |
| 1.6 | Elect Director Donald A. McGovern, Jr. | Management | For | For |
| 1.7 | Elect Director Greg Revelle | Management | For | For |
| 1.8 | Elect Director Bala Subramanian | Management | For | For |
| 1.9 | Elect Director T. Alex Vetter | Management | For | For |
| 1.10 | Elect Director Bryan Wiener | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COHERENT, INC. Meeting Date: APR 27, 2020 Record Date: MAR 03, 2020 Meeting Type: ANNUAL | ||||
| Ticker: COHR Security ID: 192479103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jay T. Flatley | Management | For | For |
| 1b | Elect Director Pamela Fletcher | Management | For | For |
| 1c | Elect Director Andreas (Andy) W. Mattes | Management | For | For |
| 1d | Elect Director Beverly Kay Matthews | Management | For | For |
| 1e | Elect Director Michael R. McMullen | Management | For | For |
| 1f | Elect Director Garry W. Rogerson | Management | For | For |
| 1g | Elect Director Steve Skaggs | Management | For | For |
| 1h | Elect Director Sandeep Vij | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COHERUS BIOSCIENCES, INC. Meeting Date: MAY 22, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: CHRS Security ID: 19249H103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis M. Lanfear | Management | For | For |
| 1.2 | Elect Director Mats Wahlstrom | Management | For | For |
| 1.3 | Elect Director James I. Healy | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENERSYS Meeting Date: AUG 01, 2019 Record Date: JUN 03, 2019 Meeting Type: ANNUAL | ||||
| Ticker: ENS Security ID: 29275Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard I. Hoffen | Management | For | For |
| 1.2 | Elect Director David M. Shaffer | Management | For | For |
| 1.3 | Elect Director Ronald P. Vargo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENTEGRIS, INC. Meeting Date: APR 29, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: ENTG Security ID: 29362U104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael A. Bradley | Management | For | For |
| 1b | Elect Director R. Nicholas Burns | Management | For | For |
| 1c | Elect Director James F. Gentilcore | Management | For | For |
| 1d | Elect Director James P. Lederer | Management | For | For |
| 1e | Elect Director Bertrand Loy | Management | For | For |
| 1f | Elect Director Paul L. H. Olson | Management | For | For |
| 1g | Elect Director Azita Saleki-Gerhardt | Management | For | For |
| 1h | Elect Director Brian F. Sullivan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| EURONET WORLDWIDE, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 24, 2020 Meeting Type: ANNUAL | ||||
| Ticker: EEFT Security ID: 298736109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrzej Olechowski | Management | For | For |
| 1.2 | Elect Director Eriberto R. Scocimara | Management | For | For |
| 1.3 | Elect Director Mark R. Callegari | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FABRINET Meeting Date: DEC 12, 2019 Record Date: OCT 14, 2019 Meeting Type: ANNUAL | ||||
| Ticker: FN Security ID: G3323L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Homa Bahrami | Management | For | For |
| 1.2 | Elect Director Gregory P. Dougherty | Management | For | For |
| 1.3 | Elect Director Rollance E. Olson | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FEDERAL SIGNAL CORPORATION Meeting Date: APR 21, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FSS Security ID: 313855108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene J. Lowe, III | Management | For | For |
| 1.2 | Elect Director Dennis J. Martin | Management | For | For |
| 1.3 | Elect Director Patrick E. Miller *Withdrawn Resolution* | Management | None | None |
| 1.4 | Elect Director Richard R. Mudge | Management | For | For |
| 1.5 | Elect Director William F. Owens | Management | For | For |
| 1.6 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 1.7 | Elect Director Jennifer L. Sherman | Management | For | For |
| 1.8 | Elect Director John L. Workman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FIRST HAWAIIAN, INC. Meeting Date: APR 22, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FHB Security ID: 32051X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew J. Cox | Management | For | For |
| 1b | Elect Director W. Allen Doane | Management | For | For |
| 1c | Elect Director Faye Watanabe Kurren | Management | For | For |
| 1d | Elect Director Robert S. Harrison | Management | For | For |
| 1e | Elect Director Allen B. Uyeda | Management | For | For |
| 1f | Elect Director Jenai S. Wall | Management | For | For |
| 1g | Elect Director C. Scott Wo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| FIRST HORIZON NATIONAL CORPORATION Meeting Date: APR 24, 2020 Record Date: FEB 24, 2020 Meeting Type: SPECIAL | ||||
| Ticker: FHN Security ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | Against |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| FIRST HORIZON NATIONAL CORPORATION Meeting Date: APR 28, 2020 Record Date: FEB 28, 2020 Meeting Type: ANNUAL | ||||
| Ticker: FHN Security ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth A. Burdick | Management | For | For |
| 1.2 | Elect Director John C. Compton | Management | For | For |
| 1.3 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.4 | Elect Director Mark A. Emkes | Management | For | For |
| 1.5 | Elect Director Corydon J. Gilchrist | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.8 | Elect Director Colin V. Reed | Management | For | For |
| 1.9 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.10 | Elect Director Rajesh Subramaniam | Management | For | For |
| 1.11 | Elect Director R. Eugene Taylor | Management | For | For |
| 1.12 | Elect Director Luke Yancy, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| GLOBUS MEDICAL, INC. Meeting Date: JUN 03, 2020 Record Date: APR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: GMED Security ID: 379577208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Demski | Management | For | Against |
| 1b | Elect Director Robert A. Douglas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GP STRATEGIES CORPORATION Meeting Date: AUG 07, 2019 Record Date: JUN 10, 2019 Meeting Type: ANNUAL | ||||
| Ticker: GPX Security ID: 36225V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tamar Elkeles | Management | For | For |
| 1B | Elect Director Marshall S. Geller | Management | For | For |
| 1C | Elect Director Scott N. Greenberg | Management | For | For |
| 1D | Elect Director Steven E. Koonin | Management | For | For |
| 1E | Elect Director Jacques Manardo | Management | For | For |
| 1F | Elect Director Richard C. Pfenniger, Jr. | Management | For | For |
| 1G | Elect Director Samuel D. Robinson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| HEALTHCARE REALTY TRUST INCORPORATED Meeting Date: MAY 12, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HR Security ID: 421946104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director Edward H. Braman | Management | For | For |
| 1.5 | Elect Director James J. Kilroy | Management | For | For |
| 1.6 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.7 | Elect Director John Knox Singleton | Management | For | For |
| 1.8 | Elect Director Bruce D. Sullivan | Management | For | For |
| 1.9 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HNI CORPORATION Meeting Date: MAY 05, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HNI Security ID: 404251100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Miguel M. Calado | Management | For | For |
| 1b | Elect Director Cheryl A. Francis | Management | For | For |
| 1c | Elect Director John R. Hartnett | Management | For | For |
| 1d | Elect Director Dhanusha Sivajee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOMESTREET, INC. Meeting Date: MAY 21, 2020 Record Date: APR 17, 2020 Meeting Type: ANNUAL | ||||
| Ticker: HMST Security ID: 43785V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Mitchell, Jr. | Management | For | For |
| 1b | Elect Director Nancy D. Pellegrino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| IDACORP, INC. Meeting Date: MAY 21, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: IDA Security ID: 451107106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darrel T. Anderson | Management | For | For |
| 1.2 | Elect Director Thomas Carlile | Management | For | For |
| 1.3 | Elect Director Richard J. Dahl | Management | For | For |
| 1.4 | Elect Director Annette G. Elg | Management | For | For |
| 1.5 | Elect Director Lisa A. Grow | Management | For | For |
| 1.6 | Elect Director Ronald W. Jibson | Management | For | For |
| 1.7 | Elect Director Judith A. Johansen | Management | For | For |
| 1.8 | Elect Director Dennis L. Johnson | Management | For | For |
| 1.9 | Elect Director Christine King | Management | For | For |
| 1.10 | Elect Director Richard J. Navarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| KIMBALL ELECTRONICS, INC. Meeting Date: NOV 07, 2019 Record Date: SEP 04, 2019 Meeting Type: ANNUAL | ||||
| Ticker: KE Security ID: 49428J109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Holly A. Van Deursen | Management | For | For |
| 1.2 | Elect Director Michele M. Holcomb | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Approve Executive Incentive Bonus Plan | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: KNX Security ID: 499049104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Jackson | Management | For | For |
| 1.2 | Elect Director Kevin Knight | Management | For | For |
| 1.3 | Elect Director Roberta Roberts Shank | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| LANDEC CORPORATION Meeting Date: OCT 16, 2019 Record Date: AUG 19, 2019 Meeting Type: ANNUAL | ||||
| Ticker: LNDC Security ID: 514766104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert D. Bolles | Management | For | For |
| 1.2 | Elect Director Deborah Carosella | Management | For | For |
| 1.3 | Elect Director Tonia Pankopf | Management | For | For |
| 1.4 | Elect Director Craig A. Barbarosh | Management | For | For |
| 1.5 | Elect Director Charles Macaluso | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LIVANOVA PLC Meeting Date: JUN 29, 2020 Record Date: MAY 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: LIVN Security ID: G5509L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesco Bianchi | Management | For | For |
| 1.2 | Elect Director Stacy Enxing Seng | Management | For | For |
| 1.3 | Elect Director William A. Kozy | Management | For | For |
| 1.4 | Elect Director Damien McDonald | Management | For | For |
| 1.5 | Elect Director Daniel J. Moore | Management | For | For |
| 1.6 | Elect Director Hugh M. Morrison | Management | For | For |
| 1.7 | Elect Director Alfred J. Novak | Management | For | For |
| 1.8 | Elect Director Sharon O'Kane | Management | For | For |
| 1.9 | Elect Director Arthur L. Rosenthal | Management | For | For |
| 1.10 | Elect Director Andrea L. Saia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 4 | Authorise Issue of Equity | Management | For | For |
| 5 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Amend Articles of Association | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 9 | Reappoint PricewaterhouseCoopers LLP as UK Statutory Auditor | Management | For | For |
| 10 | Authorize Board to Fix Remuneration of Auditor | Management | For | For |
| MATERION CORPORATION Meeting Date: MAY 13, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: MTRN Security ID: 576690101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vinod M. Khilnani | Management | For | For |
| 1.2 | Elect Director Emily M. Liggett | Management | For | For |
| 1.3 | Elect Director Robert J. Phillippy | Management | For | For |
| 1.4 | Elect Director Patrick Prevost | Management | For | For |
| 1.5 | Elect Director N. Mohan Reddy | Management | For | For |
| 1.6 | Elect Director Craig S. Shular | Management | For | For |
| 1.7 | Elect Director Darlene J. S. Solomon | Management | For | For |
| 1.8 | Elect Director Robert B. Toth | Management | For | For |
| 1.9 | Elect Director Jugal K. Vijayvargiya | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MELLANOX TECHNOLOGIES, LTD. Meeting Date: JUL 25, 2019 Record Date: JUN 17, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MLNX Security ID: M51363113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenda Dorchak | Management | For | For |
| 1.2 | Elect Director Irwin Federman | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Jack R. Lazar | Management | For | For |
| 1.5 | Elect Director Jon A. Olson | Management | For | For |
| 1.6 | Elect Director Umesh Padval | Management | For | For |
| 1.7 | Elect Director David Perlmutter | Management | For | For |
| 1.8 | Elect Director Steve Sanghi | Management | For | For |
| 1.9 | Elect Director Eyal Waldman | Management | For | For |
| 1.10 | Elect Director Gregory L. Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Certain Changes to the Annual Retainer Fees and Equity Awards to Non-Employee Directors | Management | For | Against |
| 5a | If You Do Not Have a Personal Interest in Item 5b Please Select "FOR". If You Do Have a Personal Interest in Item 5b Please Select "AGAINST" | Management | None | For |
| 5b | Approve the Mellanox Technologies, Ltd. Compensation Philosophy | Management | For | For |
| 6 | Approve Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| METHODE ELECTRONICS, INC. Meeting Date: SEP 12, 2019 Record Date: JUL 18, 2019 Meeting Type: ANNUAL | ||||
| Ticker: MEI Security ID: 591520200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Walter J. Aspatore | Management | For | For |
| 1b | Elect Director Brian J. Cadwallader | Management | For | For |
| 1c | Elect Director Bruce K. Crowther | Management | For | For |
| 1d | Elect Director Darren M. Dawson | Management | For | For |
| 1e | Elect Director Donald W. Duda | Management | For | For |
| 1f | Elect Director Isabelle C. Goossen | Management | For | For |
| 1g | Elect Director Mark D. Schwabero | Management | For | For |
| 1h | Elect Director Lawrence B. Skatoff | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NEENAH, INC. Meeting Date: MAY 21, 2020 Record Date: MAR 27, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NP Security ID: 640079109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William M. Cook | Management | For | For |
| 1b | Elect Director Philip C. Moore | Management | For | For |
| 1c | Elect Director Julie A. Schertell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| NVENT ELECTRIC PLC Meeting Date: MAY 15, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: NVT Security ID: G6700G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian M. Baldwin *Withdrawn* | Management | None | None |
| 1b | Elect Director Jerry W. Burris | Management | For | For |
| 1c | Elect Director Susan M. Cameron | Management | For | For |
| 1d | Elect Director Michael L. Ducker | Management | For | For |
| 1e | Elect Director Randall J. Hogan | Management | For | For |
| 1f | Elect Director Ronald L. Merriman | Management | For | For |
| 1g | Elect Director Nicola T. Palmer | Management | For | For |
| 1h | Elect Director Herbert K. Parker | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 1j | Elect Director Jacqueline Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| PACWEST BANCORP Meeting Date: MAY 12, 2020 Record Date: MAR 16, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PACW Security ID: 695263103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tanya M. Acker | Management | For | For |
| 1B | Elect Director Paul R. Burke | Management | For | For |
| 1C | Elect Director Craig A. Carlson | Management | For | For |
| 1D | Elect Director John M. Eggemeyer, III | Management | For | For |
| 1E | Elect Director C. William Hosler | Management | For | For |
| 1F | Elect Director Susan E. Lester | Management | For | For |
| 1G | Elect Director Arnold W. Messer | Management | For | For |
| 1H | Elect Director Roger H. Molvar | Management | For | For |
| 1I | Elect Director James J. Pieczynski | Management | For | For |
| 1J | Elect Director Daniel B. Platt | Management | For | For |
| 1K | Elect Director Robert A. Stine | Management | For | For |
| 1L | Elect Director Matthew P. Wagner | Management | For | For |
| 1M | Elect Director Mark T. Yung | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PDC ENERGY, INC. Meeting Date: JAN 13, 2020 Record Date: NOV 29, 2019 Meeting Type: SPECIAL | ||||
| Ticker: PDCE Security ID: 69327R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Issue Shares in Connection with Acquisition | Management | For | For |
| POTLATCHDELTIC CORPORATION Meeting Date: MAY 04, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PCH Security ID: 737630103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda M. Breard | Management | For | For |
| 1b | Elect Director Lawrence S. Peiros | Management | For | For |
| 1c | Elect Director Eric J. Cremers | Management | For | For |
| 2 | Ratify KPMG LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUANTA SERVICES, INC. Meeting Date: MAY 28, 2020 Record Date: MAR 31, 2020 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director J. Michal Conaway | Management | For | For |
| 1.4 | Elect Director Vincent D. Foster | Management | For | For |
| 1.5 | Elect Director Bernard Fried | Management | For | For |
| 1.6 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.9 | Elect Director Pat Wood, III | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| RAMBUS INC. Meeting Date: APR 30, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RMBS Security ID: 750917106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles Kissner | Management | For | For |
| 1b | Elect Director Necip Sayiner | Management | For | For |
| 1c | Elect Director Luc Seraphin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| RENAISSANCERE HOLDINGS LTD. Meeting Date: MAY 18, 2020 Record Date: MAR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RNR Security ID: G7496G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Jean D. Hamilton | Management | For | For |
| 1d | Elect Director Anthony M. Santomero | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Ernst & Young Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| RPT REALTY Meeting Date: APR 28, 2020 Record Date: MAR 04, 2020 Meeting Type: ANNUAL | ||||
| Ticker: RPT Security ID: 74971D101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard L. Federico | Management | For | For |
| 1.2 | Elect Director Arthur H. Goldberg | Management | For | For |
| 1.3 | Elect Director Brian L. Harper | Management | For | For |
| 1.4 | Elect Director Joanna T. Lau | Management | For | For |
| 1.5 | Elect Director David J. Nettina | Management | For | For |
| 1.6 | Elect Director Laurie M. Shahon | Management | For | For |
| 1.7 | Elect Director Andrea M. Weiss | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STAG INDUSTRIAL, INC. Meeting Date: APR 29, 2020 Record Date: MAR 11, 2020 Meeting Type: ANNUAL | ||||
| Ticker: STAG Security ID: 85254J102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin S. Butcher | Management | For | For |
| 1b | Elect Director Jit Kee Chin | Management | For | For |
| 1c | Elect Director Virgis W. Colbert | Management | For | For |
| 1d | Elect Director Michelle S. Dilley | Management | For | For |
| 1e | Elect Director Jeffrey D. Furber | Management | For | For |
| 1f | Elect Director Larry T. Guillemette | Management | For | For |
| 1g | Elect Director Francis X. Jacoby, III | Management | For | For |
| 1h | Elect Director Christopher P. Marr | Management | For | For |
| 1i | Elect Director Hans S. Weger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STONERIDGE, INC. Meeting Date: MAY 19, 2020 Record Date: MAR 20, 2020 Meeting Type: ANNUAL | ||||
| Ticker: SRI Security ID: 86183P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan B. DeGaynor | Management | For | For |
| 1.2 | Elect Director Jeffrey P. Draime | Management | For | For |
| 1.3 | Elect Director Douglas C. Jacobs | Management | For | For |
| 1.4 | Elect Director Ira C. Kaplan | Management | For | For |
| 1.5 | Elect Director Kim Korth | Management | For | For |
| 1.6 | Elect Director William M. Lasky | Management | For | For |
| 1.7 | Elect Director George S. Mayes, Jr. | Management | For | For |
| 1.8 | Elect Director Paul J. Schlather | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION Meeting Date: JAN 30, 2020 Record Date: DEC 23, 2019 Meeting Type: SPECIAL | ||||
| Ticker: TMHC Security ID: 87724P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION Meeting Date: MAY 28, 2020 Record Date: APR 01, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TMHC Security ID: 87724P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffry L. Flake | Management | For | For |
| 1.2 | Elect Director Gary H. Hunt | Management | For | For |
| 1.3 | Elect Director Peter Lane | Management | For | For |
| 1.4 | Elect Director William H. Lyon | Management | For | For |
| 1.5 | Elect Director Anne L. Mariucci | Management | For | For |
| 1.6 | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1.7 | Elect Director Sheryl D. Palmer | Management | For | For |
| 1.8 | Elect Director Denise F. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TERADATA CORPORATION Meeting Date: MAY 05, 2020 Record Date: MAR 06, 2020 Meeting Type: ANNUAL | ||||
| Ticker: TDC Security ID: 88076W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director David E. Kepler | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UNITED THERAPEUTICS CORPORATION Meeting Date: JUN 26, 2020 Record Date: APR 30, 2020 Meeting Type: ANNUAL | ||||
| Ticker: UTHR Security ID: 91307C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raymond Dwek | Management | For | For |
| 1b | Elect Director Christopher Patusky | Management | For | For |
| 1c | Elect Director Tommy Thompson | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VISHAY PRECISION GROUP, INC. Meeting Date: MAY 21, 2020 Record Date: APR 02, 2020 Meeting Type: ANNUAL | ||||
| Ticker: VPG Security ID: 92835K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marc Zandman | Management | For | For |
| 1.2 | Elect Director Janet M. Clarke | Management | For | For |
| 1.3 | Elect Director Wesley Cummins | Management | For | For |
| 1.4 | Elect Director Bruce Lerner | Management | For | For |
| 1.5 | Elect Director Saul V. Reibstein | Management | For | For |
| 1.6 | Elect Director Ziv Shoshani | Management | For | For |
| 1.7 | Elect Director Timothy V. Talbert | Management | For | For |
| 2 | Ratify Brightman Almagor Zohar & Co. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WESTERN ALLIANCE BANCORPORATION Meeting Date: JUN 11, 2020 Record Date: APR 13, 2020 Meeting Type: ANNUAL | ||||
| Ticker: WAL Security ID: 957638109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce Beach | Management | For | For |
| 1b | Elect Director Juan Figuereo | Management | For | For |
| 1c | Elect Director Howard Gould | Management | For | For |
| 1d | Elect Director Steven Hilton | Management | For | For |
| 1e | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1f | Elect Director Robert Latta | Management | For | For |
| 1g | Elect Director Todd Marshall | Management | For | For |
| 1h | Elect Director Adriane McFetridge | Management | For | For |
| 1i | Elect Director Michael Patriarca | Management | For | For |
| 1j | Elect Director Robert Sarver | Management | For | For |
| 1k | Elect Director Bryan Segedi | Management | For | For |
| 1l | Elect Director Donald Snyder | Management | For | For |
| 1m | Elect Director Sung Won Sohn | Management | For | For |
| 1n | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| WPX ENERGY, INC. Meeting Date: MAR 05, 2020 Record Date: FEB 04, 2020 Meeting Type: SPECIAL | ||||
| Ticker: WPX Security ID: 98212B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
END NPX REPORT
SIGNATURES:
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Nuveen Investment Trust
| By | /s/ Greg A. Bottjer | |
| Greg A. Bottjer – Chief Administrative Officer | ||
| Date | ||
August 24, 2020
