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Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fiat Chrysler Automobiles NV
Meeting Date: 01/04/2021
Record Date: 12/07/2020
Country: Netherlands
Meeting Type: Special
Primary Security ID: N31738BM3
Ticker: FCA
Shares Voted: 44,434
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtSpecial Meeting Agenda
MgmtOpen Meeting 1
Mgmt ForForForApprove Merger and All Related Proposals in Connection with the Combination with Peugeot S.A. (PSA)
2
Mgmt ForForForAmend Articles of Association to Increase and Subsequently Decrease the Combined Company's Issued Share Capital
3
MgmtClose Meeting 4
Peugeot SA
Meeting Date: 01/04/2021
Record Date: 12/31/2020
Country: Netherlands
Meeting Type: Special
Primary Security ID: N82405106
Ticker: UG
Shares Voted: 1,162,845
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Extraordinary Business Mgmt
Mgmt ForForForApprove Merger by Absorption of Peugeot by Fiat Chrysler Automobiles
1
Mgmt ForForForRemove Double-Voting Rights for Long-Term Registered Shareholders
2
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
3
Acuity Brands, Inc.
Meeting Date: 01/06/2021
Record Date: 11/10/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 00508Y102
Ticker: AYI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Acuity Brands, Inc.
Shares Voted: 3,420
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Neil M. Ashe Mgmt For For For
Mgmt ForForForElect Director W. Patrick Battle 1b
Mgmt ForForForElect Director Peter C. Browning 1c
Mgmt ForForForElect Director G. Douglas Dillard, Jr. 1d
Mgmt ForForForElect Director James H. Hance, Jr. 1e
Mgmt ForForForElect Director Maya Leibman 1f
Mgmt ForForForElect Director Laura G. O'Shaughnessy 1g
Mgmt ForForForElect Director Dominic J. Pileggi 1h
Mgmt ForForForElect Director Ray M. Robinson 1i
Mgmt AgainstAgainstForElect Director Mary A. Winston 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForEliminate Supermajority Vote Requirement 3a
Mgmt ForForForEliminate Supermajority Voting Provision to Remove Directors
3b
Mgmt ForForForProvide Right to Call Special Meeting 4
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
Parsley Energy, Inc.
Meeting Date: 01/12/2021
Record Date: 12/07/2020
Country: USA
Meeting Type: Special
Primary Security ID: 701877102
Ticker: PE
Shares Voted: 13,473,491
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Pioneer Natural Resources Company
Meeting Date: 01/12/2021
Record Date: 12/07/2020
Country: USA
Meeting Type: Special
Primary Security ID: 723787107
Ticker: PXD
Shares Voted: 514
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Pure Cycle Corporation
Meeting Date: 01/13/2021
Record Date: 11/16/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 746228303
Ticker: PCYO
Shares Voted: 8,976
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark W. Harding Mgmt For For For
Mgmt ForForForElect Director Patrick J. Beirne 1.2
Mgmt WithholdWithholdForElect Director Arthur G. Epker, III 1.3
Mgmt ForForForElect Director Frederick A. Fendel, III 1.4
Mgmt ForForForElect Director Peter C. Howell 1.5
Mgmt ForForForElect Director Daniel R. Kozlowski 1.6
Mgmt WithholdWithholdForElect Director Jeffrey G. Sheets 1.7
Mgmt ForForForRatify Plante & Moran PLLC as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Micron Technology, Inc.
Meeting Date: 01/14/2021
Record Date: 11/18/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 595112103
Ticker: MU
Shares Voted: 3,905,879
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Richard M. Beyer Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Micron Technology, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Lynn A. Dugle 1b
Mgmt ForForForElect Director Steven J. Gomo 1c
Mgmt ForForForElect Director Mary Pat McCarthy 1d
Mgmt ForForForElect Director Sanjay Mehrotra 1e
Mgmt ForForForElect Director Robert E. Switz 1f
Mgmt ForForForElect Director MaryAnn Wright 1g
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
ConocoPhillips
Meeting Date: 01/15/2021
Record Date: 12/11/2020
Country: USA
Meeting Type: Special
Primary Security ID: 20825C104
Ticker: COP
Shares Voted: 9,200,021
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Flutter Entertainment Plc
Meeting Date: 01/19/2021
Record Date: 01/17/2021
Country: Ireland
Meeting Type: Special
Primary Security ID: G3643J108
Ticker: FLTR
Shares Voted: 1,057
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Migration of the Migrating Shares to Euroclear Bank's Central Securities Depository
Mgmt For For For
Mgmt ForForForAmend Articles of Association 2
Mgmt ForForForConditional upon the Adoption of Resolutions 1 and 2, Adopt New Articles of Association
3A
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Flutter Entertainment Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForConditional upon the Adoption of Resolution 1 and Resolution 2 not being Validly Adopted, Adopt New Articles of Association
3B
Mgmt ForForForAuthorise Company to Take All Actions to Implement the Migration
4
West Fraser Timber Co. Ltd.
Meeting Date: 01/19/2021
Record Date: 12/11/2020
Country: Canada
Meeting Type: Special
Primary Security ID: 952845105
Ticker: WFT
Shares Voted: 190,429
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Issuance of Shares in Connection with the Acquisition of Norbord Inc.
Mgmt For For For
Mgmt ForForForAmend Stock Option Plan 2
New Jersey Resources Corporation
Meeting Date: 01/20/2021
Record Date: 11/30/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 646025106
Ticker: NJR
Shares Voted: 1,788
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director M. William Howard, Jr. Mgmt For For For
Mgmt ForForForElect Director Donald L. Correll 1.2
Mgmt ForForForElect Director James H. DeGraffenreidt, Jr. 1.3
Mgmt ForForForElect Director M. Susan Hardwick 1.4
Mgmt ForForForElect Director George R. Zoffinger 1.5
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
WH Smith Plc
Meeting Date: 01/20/2021
Record Date: 01/18/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G8927V149
Ticker: SMWH
Shares Voted: 817,155
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForApprove Remuneration Report 2
Mgmt ForForForApprove US Employee Stock Purchase Plan 3
Mgmt ForForForRe-elect Carl Cowling as Director 4
Mgmt ForForForElect Nicky Dulieu as Director 5
Mgmt ForForForRe-elect Annemarie Durbin as Director 6
Mgmt ForForForRe-elect Simon Emeny as Director 7
Mgmt ForForForRe-elect Robert Moorhead as Director 8
Mgmt ForForForRe-elect Henry Staunton as Director 9
Mgmt ForForForRe-elect Maurice Thompson as Director 10
Mgmt ForForForReappoint PricewaterhouseCoopers LLP as Auditors
11
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
12
Mgmt ForForForAuthorise EU Political Donations and Expenditure
13
Mgmt AgainstAgainstForAuthorise Issue of Equity 14
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
15
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
16
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 17
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
18
Jabil Inc.
Meeting Date: 01/21/2021
Record Date: 11/30/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 466313103
Ticker: JBL
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Jabil Inc.
Shares Voted: 836,267
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Anousheh Ansari Mgmt For For For
Mgmt ForForForElect Director Martha F. Brooks 1b
Mgmt ForForForElect Director Christopher S. Holland 1c
Mgmt ForForForElect Director Timothy L. Main 1d
Mgmt ForForForElect Director Mark T. Mondello 1e
Mgmt ForForForElect Director John C. Plant 1f
Mgmt ForForForElect Director Steven A. Raymund 1g
Mgmt ForForForElect Director Thomas A. Sansone 1h
Mgmt ForForForElect Director David M. Stout 1i
Mgmt ForForForElect Director Kathleen A. Walters 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
5
Melrose Industries Plc
Meeting Date: 01/21/2021
Record Date: 01/19/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G5973J178
Ticker: MRO
Shares Voted: 8,641,472
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Employee Share Plan Mgmt For Against For
Mgmt ForAgainstForApprove Amendments to the Remuneration Policy
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PT Bank Rakyat Indonesia (Persero) Tbk
Meeting Date: 01/21/2021
Record Date: 12/29/2020
Country: Indonesia
Meeting Type: Special
Primary Security ID: Y0697U112
Ticker: BBRI
Shares Voted: 226,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Articles of Association Mgmt For Against Against
Mgmt ForForForAffirmation of the Regulations of the Minister of State-Owned Enterprises of the Republic of Indonesia Number PER-08/MBU/12/2019
2
Mgmt ForForForAffirmation of the Regulations of the Minister of State-Owned Enterprises of the Republic of Indonesia Number PER-11/MBU/11/2020
3
Mgmt AgainstAgainstForApprove Transfer of Treasury Stock 4
Mgmt AgainstAgainstForApprove Changes in Boards of Company 5
Visa Inc.
Meeting Date: 01/26/2021
Record Date: 11/27/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 92826C839
Ticker: V
Shares Voted: 16
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Lloyd A. Carney Mgmt For For For
Mgmt ForForForElect Director Mary B. Cranston 1b
Mgmt ForForForElect Director Francisco Javier Fernandez-Carbajal
1c
Mgmt ForForForElect Director Alfred F. Kelly, Jr. 1d
Mgmt ForForForElect Director Ramon Laguarta 1e
Mgmt ForForForElect Director John F. Lundgren 1f
Mgmt ForForForElect Director Robert W. Matschullat 1g
Mgmt ForForForElect Director Denise M. Morrison 1h
Mgmt ForForForElect Director Suzanne Nora Johnson 1i
Mgmt ForForForElect Director Linda J. Rendle 1j
Mgmt ForForForElect Director John A. C. Swainson 1k
Mgmt ForForForElect Director Maynard G. Webb, Jr. 1l
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Visa Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForProvide Holders of At Least 15% Class A Common Stock Right to Call Special Meeting
5
SH ForForAgainstProvide Right to Act by Written Consent 6
SH AgainstAgainstAgainstAmend Principles of Executive Compensation Program
7
Washington Federal, Inc.
Meeting Date: 01/26/2021
Record Date: 11/23/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 938824109
Ticker: WAFD
Shares Voted: 396,465
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark N. Tabbutt Mgmt For For For
Mgmt ForForForElect Director Brent J. Beardall 1.2
Mgmt ForForForElect Director S. Steven Singh 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Valvoline Inc.
Meeting Date: 01/28/2021
Record Date: 11/30/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 92047W101
Ticker: VVV
Shares Voted: 3,784,820
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Gerald W. Evans, Jr. Mgmt For For For
Mgmt ForForForElect Director Richard J. Freeland 1b
Mgmt ForForForElect Director Stephen F. Kirk 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Valvoline Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Carol H. Kruse 1d
Mgmt ForForForElect Director Stephen E. Macadam 1e
Mgmt ForForForElect Director Vada O. Manager 1f
Mgmt ForForForElect Director Samuel J. Mitchell, Jr. 1g
Mgmt ForForForElect Director Charles M. Sonsteby 1h
Mgmt ForForForElect Director Mary J. Twinem 1i
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Amdocs Limited
Meeting Date: 01/29/2021
Record Date: 12/03/2020
Country: Guernsey
Meeting Type: Annual
Primary Security ID: G02602103
Ticker: DOX
Shares Voted: 662,941
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert A. Minicucci Mgmt For Against Against
Mgmt ForForForElect Director Adrian Gardner 1.2
Mgmt AgainstAgainstForElect Director James S. Kahan 1.3
Mgmt ForForForElect Director Rafael de la Vega 1.4
Mgmt ForForForElect Director Giora Yaron 1.5
Mgmt ForForForElect Director Eli Gelman 1.6
Mgmt AgainstAgainstForElect Director Richard T.C. LeFave 1.7
Mgmt ForForForElect Director John A. MacDonald 1.8
Mgmt ForForForElect Director Shuky Sheffer 1.9
Mgmt ForForForElect Director Yvette Kanouff 1.10
Mgmt ForForForApprove an Increase in the Quarterly Cash Dividend Rate
2
Mgmt ForForForAccept Financial Statements and Statutory Reports
3
Mgmt ForForForApprove Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
WestRock Company
Meeting Date: 01/29/2021
Record Date: 12/04/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 96145D105
Ticker: WRK
Shares Voted: 2,292,697
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Colleen F. Arnold Mgmt For For For
Mgmt ForForForElect Director Timothy J. Bernlohr 1b
Mgmt ForForForElect Director J. Powell Brown 1c
Mgmt ForForForElect Director Terrell K. Crews 1d
Mgmt ForForForElect Director Russell M. Currey 1e
Mgmt ForForForElect Director Suzan F. Harrison 1f
Mgmt ForForForElect Director John A. Luke, Jr. 1g
Mgmt ForForForElect Director Gracia C. Martore 1h
Mgmt ForForForElect Director James E. Nevels 1i
Mgmt ForForForElect Director Steven C. Voorhees 1j
Mgmt ForForForElect Director Bettina M. Whyte 1k
Mgmt ForForForElect Director Alan D. Wilson 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Energizer Holdings, Inc.
Meeting Date: 02/01/2021
Record Date: 12/04/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 29272W109
Ticker: ENR
Shares Voted: 864,967
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Carlos Abrams-Rivera Mgmt For For For
Mgmt ForForForElect Director Bill G. Armstrong 1b
Mgmt ForForForElect Director Cynthia J. Brinkley 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Energizer Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Rebecca Frankiewicz 1d
Mgmt ForForForElect Director Alan R. Hoskins 1e
Mgmt ForForForElect Director Kevin J. Hunt 1f
Mgmt ForForForElect Director James C. Johnson 1g
Mgmt ForForForElect Director Mark S. LaVigne 1h
Mgmt ForForForElect Director Patrick J. Moore 1i
Mgmt ForForForElect Director Nneka L. Rimmer 1j
Mgmt ForForForElect Director Robert V. Vitale 1k
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Dolby Laboratories, Inc.
Meeting Date: 02/02/2021
Record Date: 12/07/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 25659T107
Ticker: DLB
Shares Voted: 6,107
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kevin Yeaman Mgmt For For For
Mgmt ForForForElect Director Peter Gotcher 1.2
Mgmt ForForForElect Director Micheline Chau 1.3
Mgmt ForForForElect Director David Dolby 1.4
Mgmt ForForForElect Director Simon Segars 1.5
Mgmt ForForForElect Director Roger Siboni 1.6
Mgmt ForForForElect Director Anjali Sud 1.7
Mgmt ForForForElect Director Avadis Tevanian, Jr. 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Oshkosh Corporation
Meeting Date: 02/02/2021
Record Date: 12/07/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 688239201
Ticker: OSK
Shares Voted: 481,286
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Keith J. Allman Mgmt For For For
Mgmt ForForForElect Director Wilson R. Jones 1.2
Mgmt ForForForElect Director Tyrone M. Jordan 1.3
Mgmt ForForForElect Director Kimberley Metcalf-Kupres 1.4
Mgmt ForForForElect Director Stephen D. Newlin 1.5
Mgmt ForForForElect Director Raymond T. Odierno 1.6
Mgmt ForForForElect Director Craig P. Omtvedt 1.7
Mgmt ForForForElect Director Duncan J. Palmer 1.8
Mgmt ForForForElect Director Sandra E. Rowland 1.9
Mgmt ForForForElect Director John S. Shiely 1.10
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProxy Access Bylaw Amendment 4
Accenture plc
Meeting Date: 02/03/2021
Record Date: 12/07/2020
Country: Ireland
Meeting Type: Annual
Primary Security ID: G1151C101
Ticker: ACN
Shares Voted: 10
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jaime Ardila Mgmt For For For
Mgmt ForForForElect Director Herbert Hainer 1b
Mgmt ForForForElect Director Nancy McKinstry 1c
Mgmt ForForForElect Director Beth E. Mooney 1d
Mgmt ForForForElect Director Gilles C. Pelisson 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Accenture plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Paula A. Price 1f
Mgmt ForForForElect Director Venkata (Murthy) Renduchintala
1g
Mgmt ForForForElect Director David Rowland 1h
Mgmt ForForForElect Director Arun Sarin 1i
Mgmt ForForForElect Director Julie Sweet 1j
Mgmt ForForForElect Director Frank K. Tang 1k
Mgmt ForForForElect Director Tracey T. Travis 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForForForAuthorize Board to Opt-Out of Statutory Pre-Emption Rights
5
Mgmt ForForForDetermine Price Range for Reissuance of Treasury Shares
6
Beazer Homes USA, Inc.
Meeting Date: 02/03/2021
Record Date: 12/09/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 07556Q881
Ticker: BZH
Shares Voted: 4,992
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Elizabeth S. Acton Mgmt For For For
Mgmt ForForForElect Director Allan P. Merrill 1b
Mgmt ForForForElect Director Peter M. Orser 1c
Mgmt ForForForElect Director Norma A. Provencio 1d
Mgmt ForForForElect Director Danny R. Shepherd 1e
Mgmt ForForForElect Director David J. Spitz 1f
Mgmt ForForForElect Director C. Christian Winkle 1g
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Beazer Homes USA, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Imperial Brands Plc
Meeting Date: 02/03/2021
Record Date: 12/08/2020
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G4720C107
Ticker: IMB
Shares Voted: 126
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForAgainstForApprove Remuneration Report 2
Mgmt ForForForApprove Remuneration Policy 3
Mgmt ForForForApprove International Sharesave Plan 4
Mgmt ForForForApprove Long Term Incentive Plan 5
Mgmt ForForForApprove Deferred Share Bonus Plan 6
Mgmt ForForForApprove Final Dividend 7
Mgmt ForForForElect Stefan Bomhard as Director 8
Mgmt ForForForRe-elect Susan Clark as Director 9
Mgmt ForForForRe-elect Therese Esperdy as Director 10
Mgmt ForForForElect Alan Johnson as Director 11
Mgmt ForForForElect Robert Kunze-Concewitz as Director 12
Mgmt ForForForRe-elect Simon Langelier as Director 13
Mgmt ForForForElect Pierre-Jean Sivignon as Director 14
Mgmt ForForForRe-elect Steven Stanbrook as Director 15
Mgmt ForForForRe-elect Jonathan Stanton as Director 16
Mgmt ForForForRe-elect Oliver Tant as Director 17
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 18
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
19
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Imperial Brands Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise EU Political Donations and Expenditure
20
Mgmt ForForForAuthorise Issue of Equity 21
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
22
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 23
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
24
Imperial Brands Plc
Meeting Date: 02/03/2021
Record Date: 02/01/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G4720C107
Ticker: IMB
Shares Voted: 151,007
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForAgainstForApprove Remuneration Report 2
Mgmt ForForForApprove Remuneration Policy 3
Mgmt ForForForApprove International Sharesave Plan 4
Mgmt ForForForApprove Long Term Incentive Plan 5
Mgmt ForForForApprove Deferred Share Bonus Plan 6
Mgmt ForForForApprove Final Dividend 7
Mgmt ForForForElect Stefan Bomhard as Director 8
Mgmt ForForForRe-elect Susan Clark as Director 9
Mgmt ForForForRe-elect Therese Esperdy as Director 10
Mgmt ForForForElect Alan Johnson as Director 11
Mgmt ForForForElect Robert Kunze-Concewitz as Director 12
Mgmt ForForForRe-elect Simon Langelier as Director 13
Mgmt ForForForElect Pierre-Jean Sivignon as Director 14
Mgmt ForForForRe-elect Steven Stanbrook as Director 15
Mgmt ForForForRe-elect Jonathan Stanton as Director 16
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Imperial Brands Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Oliver Tant as Director 17
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 18
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
19
Mgmt ForForForAuthorise EU Political Donations and Expenditure
20
Mgmt ForForForAuthorise Issue of Equity 21
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
22
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 23
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
24
Siemens AG
Meeting Date: 02/03/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D69671218
Ticker: SIE
Shares Voted: 154,897
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proposals Mgmt
MgmtReceive Financial Statements and Statutory Reports for Fiscal 2019/20 (Non-Voting)
1
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 3.50 per Share
2
Mgmt ForForForApprove Discharge of Management Board Member Joe Kaeser for Fiscal 2019/20
3.1
Mgmt ForForForApprove Discharge of Management Board Member Roland Busch for Fiscal 2019/20
3.2
Mgmt ForForForApprove Discharge of Management Board Member Lisa Davis (until Feb. 29, 2020) for Fiscal 2019/20
3.3
Mgmt ForForForApprove Discharge of Management Board Member Klaus Helmrich for Fiscal 2019/20
3.4
Mgmt ForForForApprove Discharge of Management Board Member Janina Kugel (until Jan. 31, 2020) for Fiscal 2019/20
3.5
Mgmt ForForForApprove Discharge of Management Board Member Cedrik Neike for Fiscal 2019/20
3.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Siemens AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Management Board Member Michael Sen (until March 31, 2020) for Fiscal 2019/20
3.7
Mgmt ForForForApprove Discharge of Management Board Member Ralf Thomas for Fiscal 2019/20
3.8
Mgmt ForForForApprove Discharge of Supervisory Board Member Jim Snabe for Fiscal 2019/20
4.1
Mgmt ForForForApprove Discharge of Supervisory Board Member Birgit Steinborn for Fiscal 2019/20
4.2
Mgmt ForForForApprove Discharge of Supervisory Board Member Werner Wenning for Fiscal 2019/20
4.3
Mgmt ForForForApprove Discharge of Supervisory Board Member Werner Brandt for Fiscal 2019/20
4.4
Mgmt ForForForApprove Discharge of Supervisory Board Member Michael Diekmann for Fiscal 2019/20
4.5
Mgmt ForForForApprove Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal 2019/20
4.6
Mgmt ForForForApprove Discharge of Supervisory Board Member Bettina Haller for Fiscal 2019/20
4.7
Mgmt ForForForApprove Discharge of Supervisory Board Member Robert Kensbock (until Sep. 25, 2020) for Fiscal 2019/20
4.8
Mgmt ForForForApprove Discharge of Supervisory Board Member Harald Kern for Fiscal 2019/20
4.9
Mgmt ForForForApprove Discharge of Supervisory Board Member Juergen Kerner for Fiscal 2019/20
4.10
Mgmt ForForForApprove Discharge of Supervisory Board Member Nicola Leibinger-Kammueller for Fiscal 2019/20
4.11
Mgmt ForForForApprove Discharge of Supervisory Board Member Benoit Potier for Fiscal 2019/20
4.12
Mgmt ForForForApprove Discharge of Supervisory Board Member Hagen Reimer for Fiscal 2019/20
4.13
Mgmt ForForForApprove Discharge of Supervisory Board Member Norbert Reithofer for Fiscal 2019/20
4.14
Mgmt ForForForApprove Discharge of Supervisory Board Member Nemat Shafik for Fiscal 2019/20
4.15
Mgmt ForForForApprove Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal 2019/20
4.16
Mgmt ForForForApprove Discharge of Supervisory Board Member Michael Sigmund for Fiscal 2019/20
4.17
Mgmt ForForForApprove Discharge of Supervisory Board Member Dorothea Simon for Fiscal 2019/20
4.18
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Siemens AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Supervisory Board Member Matthias Zachert for Fiscal 2019/20
4.19
Mgmt ForForForApprove Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal 2019/20
4.20
Mgmt ForForForRatify Ernst & Young GmbH as Auditors for Fiscal 2020/21
5
Mgmt ForForForElect Grazia Vittadini to the Supervisory Board 6.1
Mgmt ForForForElect Kasper Rorsted to the Supervisory Board 6.2
Mgmt ForForForReelect Jim Snabe to the Supervisory Board 6.3
Mgmt ForForForApprove Remuneration of Supervisory Board 7
Mgmt ForForForApprove Creation of EUR 90 Million Pool of Capital for Employee Stock Purchase Plan
8
Mgmt ForForForAmend Affiliation Agreement with Siemens Bank GmbH
9
MgmtShareholder Proposal Submitted by Verein von Belegschaftsaktionaeren in der Siemens AG, e.V., Munich
SH ForForAgainstAmend Articles Re: Allow Shareholder Questions during the Virtual Meeting
10
Siemens AG
Meeting Date: 02/03/2021
Record Date: 01/13/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D69671218
Ticker: SIE
Shares Voted: 1,205
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtManagement Proposals
MgmtReceive Financial Statements and Statutory Reports for Fiscal 2019/20 (Non-Voting)
1
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 3.50 per Share
2
Mgmt ForForForApprove Discharge of Management Board Member Joe Kaeser for Fiscal 2019/20
3a
Mgmt ForForForApprove Discharge of Management Board Member Roland Busch for Fiscal 2019/20
3b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Siemens AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Management Board Member Lisa Davis (until Feb. 29, 2020) for Fiscal 2019/20
3c
Mgmt ForForForApprove Discharge of Management Board Member Klaus Helmrich for Fiscal 2019/20
3d
Mgmt ForForForApprove Discharge of Management Board Member Janina Kugel (until Jan. 31, 2020) for Fiscal 2019/20
3e
Mgmt ForForForApprove Discharge of Management Board Member Cedrik Neike for Fiscal 2019/20
3f
Mgmt ForForForApprove Discharge of Management Board Member Michael Sen (until March 31, 2020) for Fiscal 2019/20
3g
Mgmt ForForForApprove Discharge of Management Board Member Ralf Thomas for Fiscal 2019/20
3h
Mgmt ForForForApprove Discharge of Supervisory Board Member Jim Snabe for Fiscal 2019/20
4a
Mgmt ForForForApprove Discharge of Supervisory Board Member Birgit Steinborn for Fiscal 2019/20
4b
Mgmt ForForForApprove Discharge of Supervisory Board Member Werner Wenning for Fiscal 2019/20
4c
Mgmt ForForForApprove Discharge of Supervisory Board Member Werner Brandt for Fiscal 2019/20
4d
Mgmt ForForForApprove Discharge of Supervisory Board Member Michael Diekmann for Fiscal 2019/20
4e
Mgmt ForForForApprove Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal 2019/20
4f
Mgmt ForForForApprove Discharge of Supervisory Board Member Bettina Haller for Fiscal 2019/20
4g
Mgmt ForForForApprove Discharge of Supervisory Board Member Robert Kensbock (until Sep. 25, 2020) for Fiscal 2019/20
4h
Mgmt ForForForApprove Discharge of Supervisory Board Member Harald Kern for Fiscal 2019/20
4i
Mgmt ForForForApprove Discharge of Supervisory Board Member Juergen Kerner for Fiscal 2019/20
4j
Mgmt ForForForApprove Discharge of Supervisory Board Member Nicola Leibinger-Kammueller for Fiscal 2019/20
4k
Mgmt ForForForApprove Discharge of Supervisory Board Member Benoit Potier for Fiscal 2019/20
4l
Mgmt ForForForApprove Discharge of Supervisory Board Member Hagen Reimer for Fiscal 2019/20
4m
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Siemens AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Supervisory Board Member Norbert Reithofer for Fiscal 2019/20
4n
Mgmt ForForForApprove Discharge of Supervisory Board Member Nemat Shafik for Fiscal 2019/20
4o
Mgmt ForForForApprove Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal 2019/20
4p
Mgmt ForForForApprove Discharge of Supervisory Board Member Michael Sigmund for Fiscal 2019/20
4q
Mgmt ForForForApprove Discharge of Supervisory Board Member Dorothea Simon for Fiscal 2019/20
4r
Mgmt ForForForApprove Discharge of Supervisory Board Member Matthias Zachert for Fiscal 2019/20
4s
Mgmt ForForForApprove Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal 2019/20
4t
Mgmt ForForForRatify Ernst & Young GmbH as Auditors for Fiscal 2020/21
5
Mgmt ForForForElect Grazia Vittadini to the Supervisory Board 6a
Mgmt ForForForElect Kasper Rorsted to the Supervisory Board 6b
Mgmt ForForForReelect Jim Snabe to the Supervisory Board 6c
Mgmt ForForForApprove Remuneration of Supervisory Board 7
Mgmt ForForForApprove Creation of EUR 90 Million Pool of Capital for Employee Stock Purchase Plan
8
Mgmt ForForForAmend Affiliation Agreement with Siemens Bank GmbH
9
MgmtShareholder Proposal Submitted by Verein von Belegschaftsaktionaeren in der Siemens AG, e.V., Munich
SH ForForAgainstAmend Articles Re: Allow Shareholder Questions during the Virtual Meeting
10
SH AgainstAgainstAgainstAdditional Proposals Presented at the Meeting 11
SH AgainstAgainstAgainstAdditional Proposals Presented at the Meeting 12
SH AgainstAgainstAgainstCounter Motion A A
SH AgainstAgainstAgainstCounter Motion B B
SH AgainstAgainstAgainstCounter Motion C C
SH AgainstAgainstAgainstCounter Motion D D
SH AgainstAgainstAgainstCounter Motion E E
SH AgainstAgainstAgainstCounter Motion F F
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Siemens AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstAgainstAgainstCounter Motion G
SH AgainstAgainstAgainstCounter Motion H
SH AgainstAgainstAgainstCounter Motion I
ThyssenKrupp AG
Meeting Date: 02/05/2021
Record Date: 01/14/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D8398Q119
Ticker: TKA
Shares Voted: 63,430
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2019/20(Non-Voting)
Mgmt
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2019/20
2
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2019/20
3
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2020/21
4
Mgmt ForForForAmend Articles Re: Supervisory Board Term of Office
5
Mgmt ForForForElect Verena Volpert to the Supervisory Board 6
Mgmt ForForForApprove Remuneration Policy for the Management Board
7
Mgmt ForForForApprove Remuneration of Supervisory Board 8
Bharti Airtel Limited
Meeting Date: 02/09/2021
Record Date: 01/01/2021
Country: India
Meeting Type: Special
Primary Security ID: Y0885K108
Ticker: 532454
Shares Voted: 520,970
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Postal Ballot Mgmt
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Bharti Airtel Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Shifting of Registered Office of the Company
1
CRH Plc
Meeting Date: 02/09/2021
Record Date: 12/31/2020
Country: Ireland
Meeting Type: Special
Primary Security ID: G25508105
Ticker: CRH
Shares Voted: 3,081,487
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Migration of the Migrating Shares to Euroclear Bank's Central Securities Depository
1
Mgmt ForForForAdopt New Articles of Association 2
Mgmt ForForForAuthorise Company to Take All Actions to Implement the Migration
3
Mgmt ForForForAdopt New Articles of Association Re: Article 51(d)
4
Mgmt ForForForApprove Capital Reorganisation 5
Mgmt ForForForAmend Articles of Association 6
CRH Plc
Meeting Date: 02/09/2021
Record Date: 02/07/2021
Country: Ireland
Meeting Type: Special
Primary Security ID: G25508105
Ticker: CRH
Shares Voted: 480,878
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Migration of the Migrating Shares to Euroclear Bank's Central Securities Depository
Mgmt For For For
Mgmt ForForForAdopt New Articles of Association 2
Mgmt ForForForAuthorise Company to Take All Actions to Implement the Migration
3
Mgmt ForForForAdopt New Articles of Association Re: Article 51(d)
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CRH Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Capital Reorganisation 5
Mgmt ForForForAmend Articles of Association 6
First Citizens BancShares, Inc.
Meeting Date: 02/09/2021
Record Date: 12/30/2020
Country: USA
Meeting Type: Special
Primary Security ID: 31946M103
Ticker: FCNCA
Shares Voted: 32,003
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Hillenbrand, Inc.
Meeting Date: 02/11/2021
Record Date: 12/14/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 431571108
Ticker: HI
Shares Voted: 417,580
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Helen W. Cornell Mgmt For For For
Mgmt ForForForElect Director Jennifer W. Rumsey 1.2
Mgmt ForForForElect Director Stuart A. Taylor, II 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Tesco Plc
Meeting Date: 02/11/2021
Record Date: 02/09/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G87621101
Ticker: TSCO
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tesco Plc
Shares Voted: 7,937,773
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Special Dividend Mgmt For For For
Mgmt ForForForApprove Share Consolidation 2
Mgmt AgainstAgainstForAuthorise Issue of Equity 3
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
4
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
5
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 6
Tyson Foods, Inc.
Meeting Date: 02/11/2021
Record Date: 12/14/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 902494103
Ticker: TSN
Shares Voted: 211,037
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John Tyson Mgmt For For For
Mgmt ForForForElect Director Les R. Baledge 1b
Mgmt ForForForElect Director Gaurdie E. Banister, Jr. 1c
Mgmt ForForForElect Director Dean Banks 1d
Mgmt ForForForElect Director Mike Beebe 1e
Mgmt ForForForElect Director Maria Claudia Borras 1f
Mgmt ForForForElect Director David J. Bronczek 1g
Mgmt ForForForElect Director Mikel A. Durham 1h
Mgmt ForForForElect Director Jonathan D. Mariner 1i
Mgmt ForForForElect Director Kevin M. McNamara 1j
Mgmt ForForForElect Director Cheryl S. Miller 1k
Mgmt ForForForElect Director Jeffrey K. Schomburger 1l
Mgmt ForForForElect Director Robert Thurber 1m
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tyson Foods, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Barbara A. Tyson 1n
Mgmt ForForForElect Director Noel White 1o
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAmend Omnibus Stock Plan 3
SH ForReferAgainstReport on Human Rights Due Diligence 4
SH ForForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
5
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 6
SMART Global Holdings, Inc.
Meeting Date: 02/12/2021
Record Date: 12/09/2020
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G8232Y101
Ticker: SGH
Shares Voted: 26,359
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sandeep Nayyar Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Mukesh Patel 1b
Mgmt ForForForElect Director Maximiliane Straub 1c
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Spar Group Ltd.
Meeting Date: 02/16/2021
Record Date: 02/05/2021
Country: South Africa
Meeting Type: Annual
Primary Security ID: S8050H104
Ticker: SPP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Spar Group Ltd.
Shares Voted: 85,205
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for the Year Ended 30 September 2020
Mgmt For For For
Mgmt ForForForElect Brett Botten as Director 2
Mgmt AgainstAgainstForElect Graham O'Connor as Director 3
Mgmt ForForForRe-elect Marang Mashologu as Director 4
Mgmt ForForForReappoint PricewaterhouseCoopers Inc. as Auditors and Appoint Thomas Howatt as the Designated Individual Audit Partner
5
Mgmt ForForForRe-elect Marang Mashologu as Member of the Audit Committee
6.1
Mgmt ForForForRe-elect Harish Mehta as Member of the Audit Committee
6.2
Mgmt ForForForRe-elect Andrew Waller as Chairman of the Audit Committee
6.3
Mgmt ForForForPlace Authorised but Unissued Shares Under Control of Directors Pursuant to the Employee Share Trust (2004)
7
Mgmt ForForForPlace Authorised but Unissued Shares Under Control of Directors Pursuant to the Conditional Share Plan
8
Mgmt ForForForApprove Remuneration Policy 9
Mgmt ForForForApprove Remuneration Implementation Report
10
Mgmt ForForForApprove Financial Assistance to Related or Inter-related Companies
11
Mgmt ForForForApprove Non-Executive Directors' Fees 12
Matthews International Corporation
Meeting Date: 02/18/2021
Record Date: 12/31/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 577128101
Ticker: MATW
Shares Voted: 2,457
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joseph C. Bartolacci Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Matthews International Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Katherine E. Dietze 1.2
Mgmt ForForForElect Director Lillian D. Etzkorn 1.3
Mgmt ForForForElect Director Morgan K. O'Brien 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
ZAGG Inc
Meeting Date: 02/18/2021
Record Date: 01/14/2021
Country: USA
Meeting Type: Special
Primary Security ID: 98884U108
Ticker: ZAGG
Shares Voted: 11,714
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 3
Beacon Roofing Supply, Inc.
Meeting Date: 02/19/2021
Record Date: 12/22/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 073685109
Ticker: BECN
Shares Voted: 7,616
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Philip W. Knisely Mgmt For For For
Mgmt ForForForElect Director Julian G. Francis 1.2
Mgmt ForForForElect Director Carl T. Berquist 1.3
Mgmt ForWithholdForElect Director Barbara G. Fast 1.4
Mgmt WithholdWithholdForElect Director Richard W. Frost 1.5
Mgmt WithholdWithholdForElect Director Alan Gershenhorn 1.6
Mgmt ForForForElect Director Robert M. McLaughlin 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Beacon Roofing Supply, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Neil S. Novich 1.8
Mgmt WithholdWithholdForElect Director Stuart A. Randle 1.9
Mgmt ForForForElect Director Nathan K. Sleeper 1.10
Mgmt ForForForElect Director Douglas L. Young 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Grand Korea Leisure Co., Ltd.
Meeting Date: 02/22/2021
Record Date: 01/12/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y2847C109
Ticker: 114090
Shares Voted: 61,753
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
ELECT TWO INSIDE DIRECTORS OUT OF SIX NOMINEES
Mgmt
Mgmt ForForForElect Kwon Ik-jun as Inside Director 1.1
Mgmt AgainstAgainstForElect Kim Hui-won as Inside Director 1.2
Mgmt ForForForElect Moon Tae-geum as Inside Director 1.3
Mgmt AgainstAgainstForElect Park Gang-woo as Inside Director 1.4
Mgmt AgainstAgainstForElect Jeon Byeong-geuk as Inside Director 1.5
Mgmt AgainstAgainstForElect Jeon In-ha as Inside Director 1.6
Mgmt ForForForElect Kang Seong-gil as Inside Director 2.1
Mgmt ForForForElect Song Byeong-gon as Inside Director 2.2
Apple Inc.
Meeting Date: 02/23/2021
Record Date: 12/28/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 037833100
Ticker: AAPL
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Apple Inc.
Shares Voted: 14,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James Bell Mgmt For For For
Mgmt ForForForElect Director Tim Cook 1b
Mgmt ForForForElect Director Al Gore 1c
Mgmt ForForForElect Director Andrea Jung 1d
Mgmt ForForForElect Director Art Levinson 1e
Mgmt ForForForElect Director Monica Lozano 1f
Mgmt ForForForElect Director Ron Sugar 1g
Mgmt ForForForElect Director Sue Wagner 1h
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProxy Access Amendments 4
SH AgainstAgainstAgainstImprove Principles of Executive Compensation Program
5
Oceana Group Ltd.
Meeting Date: 02/23/2021
Record Date: 02/12/2021
Country: South Africa
Meeting Type: Special
Primary Security ID: S57090102
Ticker: OCE
Shares Voted: 150,933
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Special Resolutions Mgmt
Mgmt ForForForAuthorise Specific Repurchase of the OET Employee Transaction Repurchase Shares from the Oceana Empowerment Trust
1
Mgmt ForForForApprove Revocation of Special Resolution 1 if the OET Employee Transaction Specific Repurchase is Terminated
2
Mgmt ForForForApprove Financial Assistance in Respect of the Employee Transaction
3
Mgmt ForForForAuthorise Issue of Subscription Shares to the Employee Trust
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Oceana Group Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise Specific Repurchase of the Repurchase Shares from the Employee Trust
5
Mgmt ForForForAuthorise Specific Repurchase of the OET Stakeholder Transaction Repurchase Shares from the Oceana Empowerment Trust
6
Mgmt ForForForApprove Revocation of Special Resolution 6 if the OET Stakeholder Transaction Specific Repurchase is Terminated
7
Mgmt ForForForApprove Financial Assistance in Respect of the Stakeholder Transaction
8
Mgmt ForForForAuthorise Issue of Subscription Shares to the Stakeholder Trust
9
Mgmt ForForForAuthorise Specific Repurchase of the Repurchase Shares from the Stakeholder Trust
10
MgmtOrdinary Resolution
Mgmt ForForForAuthorise Ratification of Approved Resolutions
1
AECOM
Meeting Date: 02/24/2021
Record Date: 01/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00766T100
Ticker: ACM
Shares Voted: 396,301
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bradley W. Buss Mgmt For For For
Mgmt ForForForElect Director Robert G. Card 1.2
Mgmt ForForForElect Director Diane C. Creel 1.3
Mgmt ForForForElect Director Jacqueline C. Hinman 1.4
Mgmt ForForForElect Director Lydia H. Kennard 1.5
Mgmt ForForForElect Director W. Troy Rudd 1.6
Mgmt ForForForElect Director Clarence T. Schmitz 1.7
Mgmt ForForForElect Director Douglas W. Stotlar 1.8
Mgmt ForForForElect Director Daniel R. Tishman 1.9
Mgmt ForForForElect Director Sander van't Noordende 1.10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AECOM
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Janet C. Wolfenbarger 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 4
Berry Global Group, Inc.
Meeting Date: 02/24/2021
Record Date: 01/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 08579W103
Ticker: BERY
Shares Voted: 18,588
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director B. Evan Bayh Mgmt For For For
Mgmt ForForForElect Director Jonathan F. Foster 1b
Mgmt ForForForElect Director Idalene F. Kesner 1c
Mgmt ForForForElect Director Jill A. Rahman 1d
Mgmt ForForForElect Director Carl J. (Rick) Rickertsen 1e
Mgmt ForForForElect Director Thomas E. Salmon 1f
Mgmt ForForForElect Director Paula A. Sneed 1g
Mgmt ForForForElect Director Robert A. Steele 1h
Mgmt ForForForElect Director Stephen E. Sterrett 1i
Mgmt ForForForElect Director Scott B. Ullem 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForReduce Ownership Threshold for Shareholders to Call Special Meeting
4
Mgmt ForForForAmend Omnibus Stock Plan 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Deere & Company
Meeting Date: 02/24/2021
Record Date: 12/31/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 244199105
Ticker: DE
Shares Voted: 1,347,582
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Tamra A. Erwin Mgmt For For For
Mgmt ForForForElect Director Alan C. Heuberger 1b
Mgmt ForForForElect Director Charles O. Holliday, Jr. 1c
Mgmt ForForForElect Director Dipak C. Jain 1d
Mgmt ForForForElect Director Michael O. Johanns 1e
Mgmt ForForForElect Director Clayton M. Jones 1f
Mgmt ForForForElect Director John C. May 1g
Mgmt ForForForElect Director Gregory R. Page 1h
Mgmt ForForForElect Director Sherry M. Smith 1i
Mgmt ForForForElect Director Dmitri L. Stockton 1j
Mgmt ForForForElect Director Sheila G. Talton 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Tetra Tech, Inc.
Meeting Date: 02/24/2021
Record Date: 12/30/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 88162G103
Ticker: TTEK
Shares Voted: 8
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Dan L. Batrack Mgmt For For For
Mgmt ForForForElect Director Gary R. Birkenbeuel 1B
Mgmt ForForForElect Director Patrick C. Haden 1C
Mgmt ForForForElect Director J. Christopher Lewis 1D
Mgmt ForForForElect Director Joanne M. Maguire 1E
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tetra Tech, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Kimberly E. Ritrievi 1F
Mgmt ForForForElect Director J. Kenneth Thompson 1G
Mgmt ForForForElect Director Kirsten M. Volpi 1H
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Baidu, Inc.
Meeting Date: 03/01/2021
Record Date: 01/28/2021
Country: Cayman Islands
Meeting Type: Special
Primary Security ID: 056752108
Ticker: BIDU
Shares Voted: 8,913
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove One-to-Eighty Stock Split 1
Helmerich & Payne, Inc.
Meeting Date: 03/02/2021
Record Date: 01/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 423452101
Ticker: HP
Shares Voted: 2,361,192
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Delaney M. Bellinger Mgmt For For For
Mgmt ForForForElect Director Kevin G. Cramton 1b
Mgmt ForForForElect Director Randy A. Foutch 1c
Mgmt ForForForElect Director Hans Helmerich 1d
Mgmt ForForForElect Director John W. Lindsay 1e
Mgmt ForForForElect Director Jose R. Mas 1f
Mgmt ForForForElect Director Thomas A. Petrie 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Helmerich & Payne, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Donald F. Robillard, Jr. 1h
Mgmt ForForForElect Director Edward B. Rust, Jr. 1i
Mgmt ForForForElect Director Mary M. VanDeWeghe 1j
Mgmt ForForForElect Director John D. Zeglis 1k
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Novartis AG
Meeting Date: 03/02/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H5820Q150
Ticker: NOVN
Shares Voted: 249,924
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Discharge of Board and Senior Management
2
Mgmt ForForForApprove Allocation of Income and Dividends of CHF 3.00 per Share
3
Mgmt ForForForApprove CHF 16.3 Million Reduction in Share Capital via Cancellation of Repurchased Shares
4
Mgmt ForForForAuthorize Repurchase of up to CHF 10 Billion in Issued Share Capital
5
Mgmt ForForForApprove Remuneration of Directors in the Amount of CHF 8.6 Million
6.1
Mgmt ForForForApprove Maximum Remuneration of Executive Committee in the Amount of CHF 91 Million
6.2
Mgmt ForForForApprove Remuneration Report 6.3
Mgmt ForForForReelect Joerg Reinhardt as Director and Board Chairman
7.1
Mgmt ForForForReelect Nancy Andrews as Director 7.2
Mgmt ForForForReelect Ton Buechner as Director 7.3
Mgmt ForForForReelect Patrice Bula as Director 7.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Novartis AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForReelect Elizabeth Doherty as Director 7.5
Mgmt ForForForReelect Ann Fudge as Director 7.6
Mgmt ForForForReelect Bridgette Heller as Director 7.7
Mgmt ForForForReelect Frans van Houten as Director 7.8
Mgmt ForForForReelect Simon Moroney as Director 7.9
Mgmt ForForForReelect Andreas von Planta as Director 7.10
Mgmt ForForForReelect Charles Sawyers as Director 7.11
Mgmt ForForForElect Enrico Vanni as Director 7.12
Mgmt ForForForReelect William Winters as Director 7.13
Mgmt ForForForReappoint Patrice Bula as Member of the Compensation Committee
8.1
Mgmt ForForForReappoint Bridgette Heller as Member of the Compensation Committee
8.2
Mgmt ForForForReappoint Enrico Vanni as Member of the Compensation Committee
8.3
Mgmt ForForForReappoint William Winters as Member of the Compensation Committee
8.4
Mgmt ForForForAppoint Simon Moroney as Member of the Compensation Committee
8.5
Mgmt ForForForRatify PricewaterhouseCoopers AG as Auditors
9
Mgmt ForForForDesignate Peter Zahn as Independent Proxy 10
Mgmt ForForForAmend Articles Re: Board of Directors Tenure 11
Mgmt AgainstAgainstForTransact Other Business (Voting) 12
Novartis AG
Meeting Date: 03/02/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H5820Q150
Ticker: NOVN
Shares Voted: 4,353
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Share Re-registration Consent Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Novartis AG
Meeting Date: 03/02/2021
Record Date: 01/22/2021
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H5820Q150
Ticker: NOVN
Shares Voted: 3,609,779
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Discharge of Board and Senior Management
2
Mgmt ForForForApprove Allocation of Income and Dividends of CHF 3.00 per Share
3
Mgmt ForForForApprove CHF 16.3 Million Reduction in Share Capital via Cancellation of Repurchased Shares
4
Mgmt ForForForAuthorize Repurchase of up to CHF 10 Billion in Issued Share Capital
5
Mgmt ForForForApprove Remuneration of Directors in the Amount of CHF 8.6 Million
6.1
Mgmt ForForForApprove Maximum Remuneration of Executive Committee in the Amount of CHF 91 Million
6.2
Mgmt ForForForApprove Remuneration Report 6.3
Mgmt ForForForReelect Joerg Reinhardt as Director and Board Chairman
7.1
Mgmt ForForForReelect Nancy Andrews as Director 7.2
Mgmt ForForForReelect Ton Buechner as Director 7.3
Mgmt ForForForReelect Patrice Bula as Director 7.4
Mgmt ForForForReelect Elizabeth Doherty as Director 7.5
Mgmt ForForForReelect Ann Fudge as Director 7.6
Mgmt ForForForReelect Bridgette Heller as Director 7.7
Mgmt ForForForReelect Frans van Houten as Director 7.8
Mgmt ForForForReelect Simon Moroney as Director 7.9
Mgmt ForForForReelect Andreas von Planta as Director 7.10
Mgmt ForForForReelect Charles Sawyers as Director 7.11
Mgmt ForForForElect Enrico Vanni as Director 7.12
Mgmt ForForForReelect William Winters as Director 7.13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Novartis AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForReappoint Patrice Bula as Member of the Compensation Committee
8.1
Mgmt ForForForReappoint Bridgette Heller as Member of the Compensation Committee
8.2
Mgmt ForForForReappoint Enrico Vanni as Member of the Compensation Committee
8.3
Mgmt ForForForReappoint William Winters as Member of the Compensation Committee
8.4
Mgmt ForForForAppoint Simon Moroney as Member of the Compensation Committee
8.5
Mgmt ForForForRatify PricewaterhouseCoopers AG as Auditors
9
Mgmt ForForForDesignate Peter Zahn as Independent Proxy 10
Mgmt ForForForAmend Articles Re: Board of Directors Tenure 11
Mgmt AgainstAgainstForTransact Other Business (Voting) 12
Callaway Golf Company
Meeting Date: 03/03/2021
Record Date: 01/08/2021
Country: USA
Meeting Type: Special
Primary Security ID: 131193104
Ticker: ELY
Shares Voted: 193,531
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Stellantis NV
Meeting Date: 03/08/2021
Record Date: 02/08/2021
Country: Netherlands
Meeting Type: Special
Primary Security ID: N82405106
Ticker: STLA
Shares Voted: 2,044,650
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Special Meeting Agenda Mgmt
MgmtOpen Meeting 1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Stellantis NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Faurecia Distribution 2
MgmtClose Meeting 3
The Walt Disney Company
Meeting Date: 03/09/2021
Record Date: 01/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 254687106
Ticker: DIS
Shares Voted: 44
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Susan E. Arnold Mgmt For For For
Mgmt ForForForElect Director Mary T. Barra 1b
Mgmt ForForForElect Director Safra A. Catz 1c
Mgmt ForForForElect Director Robert A. Chapek 1d
Mgmt ForForForElect Director Francis A. deSouza 1e
Mgmt ForForForElect Director Michael B.G. Froman 1f
Mgmt ForForForElect Director Robert A. Iger 1g
Mgmt ForForForElect Director Maria Elena Lagomasino 1h
Mgmt ForForForElect Director Mark G. Parker 1i
Mgmt ForForForElect Director Derica W. Rice 1j
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 4
SH AgainstAgainstAgainstAdopt a Policy to Include Non-Management Employees as Prospective Director Candidates
5
Toll Brothers, Inc.
Meeting Date: 03/09/2021
Record Date: 01/14/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 889478103
Ticker: TOL
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Toll Brothers, Inc.
Shares Voted: 242,318
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert I. Toll Mgmt For For For
Mgmt ForForForElect Director Douglas C. Yearley, Jr. 1.2
Mgmt ForForForElect Director Richard J. Braemer 1.3
Mgmt ForForForElect Director Stephen F. East 1.4
Mgmt ForForForElect Director Christine N. Garvey 1.5
Mgmt ForForForElect Director Karen H. Grimes 1.6
Mgmt ForForForElect Director Carl B. Marbach 1.7
Mgmt ForForForElect Director John A. McLean 1.8
Mgmt ForForForElect Director Wendell E. Pritchett 1.9
Mgmt ForForForElect Director Paul E. Shapiro 1.10
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Analog Devices, Inc.
Meeting Date: 03/10/2021
Record Date: 01/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 032654105
Ticker: ADI
Shares Voted: 76,744
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ray Stata Mgmt For For For
Mgmt ForForForElect Director Vincent Roche 1b
Mgmt ForForForElect Director James A. Champy 1c
Mgmt ForForForElect Director Anantha P. Chandrakasan 1d
Mgmt ForForForElect Director Bruce R. Evans 1e
Mgmt ForForForElect Director Edward H. Frank 1f
Mgmt ForForForElect Director Laurie H. Glimcher 1g
Mgmt ForForForElect Director Karen M. Golz 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Analog Devices, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Mark M. Little 1i
Mgmt ForForForElect Director Kenton J. Sicchitano 1j
Mgmt ForForForElect Director Susie Wee 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Hill-Rom Holdings, Inc.
Meeting Date: 03/10/2021
Record Date: 01/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 431475102
Ticker: HRC
Shares Voted: 19
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director William G. Dempsey Mgmt For For For
Mgmt ForForForElect Director John P. Groetelaars 1.2
Mgmt ForForForElect Director Gary L. Ellis 1.3
Mgmt ForForForElect Director Stacy Enxing Seng 1.4
Mgmt ForForForElect Director Mary Garrett 1.5
Mgmt ForForForElect Director James R. Giertz 1.6
Mgmt ForForForElect Director William H. Kucheman 1.7
Mgmt ForForForElect Director Gregory J. Moore 1.8
Mgmt ForForForElect Director Felicia F. Norwood 1.9
Mgmt ForForForElect Director Nancy M. Schlichting 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TE Connectivity Ltd.
Meeting Date: 03/10/2021
Record Date: 02/18/2021
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H84989104
Ticker: TEL
Shares Voted: 809,572
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Pierre R. Brondeau Mgmt For For For
Mgmt ForForForElect Director Terrence R. Curtin 1b
Mgmt ForForForElect Director Carol A. (John) Davidson 1c
Mgmt ForForForElect Director Lynn A. Dugle 1d
Mgmt ForForForElect Director William A. Jeffrey 1e
MgmtElect Director David M. Kerko *Withdrawn Resolution*
1f
Mgmt ForForForElect Director Thomas J. Lynch 1g
Mgmt ForForForElect Director Heath A. Mitts 1h
Mgmt ForForForElect Director Yong Nam 1i
Mgmt ForForForElect Director Daniel J. Phelan 1j
Mgmt ForForForElect Director Abhijit Y. Talwalkar 1k
Mgmt ForForForElect Director Mark C. Trudeau 1l
Mgmt ForForForElect Director Dawn C. Willoughby 1m
Mgmt ForForForElect Director Laura H. Wright 1n
Mgmt ForForForElect Board Chairman Thomas J. Lynch 2
Mgmt ForForForElect Daniel J. Phelan as Member of Management Development and Compensation Committee
3a
Mgmt ForForForElect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee
3b
Mgmt ForForForElect Mark C. Trudeau as Member of Management Development and Compensation Committee
3c
Mgmt ForForForElect Dawn C. Willoughby as Member of Management Development and Compensation Committee
3d
Mgmt ForForForDesignate Rene Schwarzenbach as Independent Proxy
4
Mgmt ForForForAccept Annual Report for Fiscal Year Ended September 25, 2020
5.1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TE Connectivity Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAccept Statutory Financial Statements for Fiscal Year Ended September 25, 2020
5.2
Mgmt ForForForApprove Consolidated Financial Statements for Fiscal Year Ended September 25, 2020
5.3
Mgmt ForForForApprove Discharge of Board and Senior Management
6
Mgmt ForForForRatify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2021
7.1
Mgmt ForForForRatify Deloitte AG as Swiss Registered Auditors
7.2
Mgmt ForForForRatify PricewaterhouseCoopers AG as Special Auditors
7.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
8
Mgmt ForForForApprove the Increase in Maximum Aggregate Remuneration of Executive Management
9
Mgmt ForForForApprove Maximum Aggregate Remuneration of Board of Directors
10
Mgmt ForForForApprove Allocation of Available Earnings at September 25, 2020
11
Mgmt ForForForApprove Declaration of Dividend 12
Mgmt ForForForApprove Reduction in Share Capital via Cancelation of Shares
13
Mgmt ForForForAmend Non-Qualified Employee Stock Purchase Plan
14
Mgmt ForForForAmend Omnibus Stock Plan 15
Mgmt ForForForAdjourn Meeting 16
AmerisourceBergen Corporation
Meeting Date: 03/11/2021
Record Date: 01/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03073E105
Ticker: ABC
Shares Voted: 2,408,336
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ornella Barra Mgmt For For For
Mgmt ForForForElect Director Steven H. Collis 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AmerisourceBergen Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director D. Mark Durcan 1c
Mgmt ForForForElect Director Richard W. Gochnauer 1d
Mgmt ForForForElect Director Lon R. Greenberg 1e
Mgmt ForForForElect Director Jane E. Henney 1f
Mgmt ForForForElect Director Kathleen W. Hyle 1g
Mgmt ForForForElect Director Michael J. Long 1h
Mgmt ForForForElect Director Henry W. McGee 1i
Mgmt ForForForElect Director Dennis M. Nally 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstRequire Independent Board Chairman 4
Applied Materials, Inc.
Meeting Date: 03/11/2021
Record Date: 01/14/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 038222105
Ticker: AMAT
Shares Voted: 3,469,535
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Rani Borkar Mgmt For For For
Mgmt ForForForElect Director Judy Bruner 1b
Mgmt ForForForElect Director Xun (Eric) Chen 1c
Mgmt ForForForElect Director Aart J. de Geus 1d
Mgmt ForForForElect Director Gary E. Dickerson 1e
Mgmt ForForForElect Director Thomas J. Iannotti 1f
Mgmt ForForForElect Director Alexander A. Karsner 1g
Mgmt ForForForElect Director Adrianna C. Ma 1h
Mgmt ForForForElect Director Yvonne McGill 1i
Mgmt ForForForElect Director Scott A. McGregor 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Applied Materials, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
5
SH ForForAgainstRequire Independent Board Chairman 6
SH AgainstAgainstAgainstImprove Executive Compensation Program and Policy
7
IBEX Ltd.
Meeting Date: 03/11/2021
Record Date: 02/10/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G4690M101
Ticker: IBEX
Shares Voted: 5,265
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for the fiscal year ended on June 30, 2019
Mgmt For For For
Mgmt ForForForAccept Financial Statements and Statutory Reports for the fiscal year ended on June 30, 2020
2
Mgmt ForForForRatify BDO LLP as Auditors 3
Mgmt ForForForAuthorize Board to Fix Remuneration of the Auditors
4
Mgmt ForForForFix Number of Directors at Eight 5
Mgmt ForForForAuthorize Board to Fill Vacancies 6
Mgmt ForForForElect Alternate Directors 7
Mgmt WithholdWithholdForElect Director Mohammed Khaishgi 8.1
Mgmt ForForForElect Director Daniella Ballou-Aares 8.2
Mgmt ForForForElect Director John Jones 8.3
Mgmt WithholdWithholdForElect Director Shuja Keen 8.4
Mgmt ForForForElect Director John Leone 8.5
Mgmt ForForForElect Director Fiona Beck 8.6
Mgmt ForForForElect Director Robert Dechant 8.7
Mgmt ForForForElect Director Gerard Kleisterlee 8.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
IBEX Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Board to Ratify and Execute Approved Resolutions
9
S&P Global Inc.
Meeting Date: 03/11/2021
Record Date: 01/19/2021
Country: USA
Meeting Type: Special
Primary Security ID: 78409V104
Ticker: SPGI
Shares Voted: 5,340
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
The RMR Group Inc.
Meeting Date: 03/11/2021
Record Date: 01/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74967R106
Ticker: RMR
Shares Voted: 7,807
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jennifer B. Clark Mgmt For For For
Mgmt WithholdWithholdForElect Director Ann Logan 1.2
Mgmt WithholdWithholdForElect Director Rosen Plevneliev 1.3
Mgmt ForForForElect Director Adam D. Portnoy 1.4
Mgmt ForForForElect Director Jonathan Veitch 1.5
Mgmt WithholdWithholdForElect Director Walter C. Watkins, Jr. 1.6
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
POSCO
Meeting Date: 03/12/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y70750115
Ticker: 005490
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
POSCO
Shares Voted: 56,957
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Choi Jeong-Woo as Inside Director 3.1
Mgmt AgainstAgainstForElect Kim Hag-dong as Inside Director 3.2
Mgmt AgainstAgainstForElect Chon Jung-son as Inside Director 3.3
Mgmt AgainstAgainstForElect Jeong Tak as Inside Director 3.4
Mgmt AgainstAgainstForElect Jeong Chang-hwa as Inside Director 3.5
Mgmt ForForForElect Yoo Young-suk as Outside Director 4.1
Mgmt AgainstAgainstForElect Kwon Tae-gyun as Outside Director 4.2
Mgmt ForForForElect Kim Sung-jin as Outside Director to Serve as an Audit Committee Member
5
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
6
POSCO
Meeting Date: 03/12/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y70750115
Ticker: 005490
Shares Voted: 10,863
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Financial Statements and Allocation of Income
1
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Choi Jeong-Woo as Inside Director 3.1
Mgmt AgainstAgainstForElect Kim Hag-dong as Inside Director 3.2
Mgmt AgainstAgainstForElect Chon Jung-son as Inside Director 3.3
Mgmt AgainstAgainstForElect Jeong Tak as Inside Director 3.4
Mgmt AgainstAgainstForElect Jeong Chang-hwa as Inside Director 3.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
POSCO
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Yoo Young-suk as Outside Director 4.1
Mgmt AgainstAgainstForElect Kwon Tae-gyun as Outside Director 4.2
Mgmt ForForForElect Kim Sung-jin as Outside Director to Serve as an Audit Committee Member
5
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
6
Petronet Lng Limited
Meeting Date: 03/15/2021
Record Date: 03/08/2021
Country: India
Meeting Type: Special
Primary Security ID: Y68259103
Ticker: 532522
Shares Voted: 594,121
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Material Related Party Transactions Mgmt For For For
Mgmt AgainstAgainstForReelect Sidhartha Pradhan as Director 2
MAXIMUS, Inc.
Meeting Date: 03/16/2021
Record Date: 01/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 577933104
Ticker: MMS
Shares Voted: 258,420
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John J. Haley Mgmt For For For
Mgmt ForForForElect Director Jan D. Madsen 1b
Mgmt ForForForElect Director Bruce L. Caswell 1c
Mgmt ForForForElect Director Richard A. Montoni 1d
Mgmt ForForForElect Director Raymond B. Ruddy 1e
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
MAXIMUS, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 5
SYNNEX Corporation
Meeting Date: 03/16/2021
Record Date: 01/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 87162W100
Ticker: SNX
Shares Voted: 615,242
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kevin Murai Mgmt For For For
Mgmt ForForForElect Director Dwight Steffensen 1.2
Mgmt ForForForElect Director Dennis Polk 1.3
Mgmt ForForForElect Director Fred Breidenbach 1.4
Mgmt ForForForElect Director Laurie Simon Hodrick 1.5
Mgmt ForForForElect Director Hau Lee 1.6
Mgmt WithholdWithholdForElect Director Matthew Miau 1.7
Mgmt ForForForElect Director Ann Vezina 1.8
Mgmt ForForForElect Director Thomas Wurster 1.9
Mgmt ForForForElect Director Duane Zitzner 1.10
Mgmt ForForForElect Director Andrea Zulberti 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Samsung Electronics Co., Ltd.
Meeting Date: 03/17/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y74718100
Ticker: 005930
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Samsung Electronics Co., Ltd.
Shares Voted: 475,971
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt AgainstAgainstForElect Park Byung-gook as Outside Director 2.1.1
Mgmt AgainstAgainstForElect Kim Jeong as Outside Director 2.1.2
Mgmt ForForForElect Kim Kinam as Inside Director 2.2.1
Mgmt ForForForElect Kim Hyun-suk as Inside Director 2.2.2
Mgmt ForForForElect Koh Dong-jin as Inside Director 2.2.3
Mgmt AgainstAgainstForElect Kim Sun-uk as Outside Director to Serve as an Audit Committee Member
3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
4
Trip.com Group Ltd.
Meeting Date: 03/18/2021
Record Date: 02/16/2021
Country: Cayman Islands
Meeting Type: Special
Primary Security ID: 89677Q107
Ticker: TCOM
Shares Voted: 4,426
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Change of Company's Authorized Share Capital by One-to-Eight Subdivision of Shares
1
Bharti Airtel Limited
Meeting Date: 03/19/2021
Record Date: 03/12/2021
Country: India
Meeting Type: Special
Primary Security ID: Y0885K108
Ticker: 532454
Shares Voted: 533,075
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Issuance of Equity Shares on Preferential Basis
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Samsung BioLogics Co., Ltd.
Meeting Date: 03/19/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y7T7DY103
Ticker: 207940
Shares Voted: 2,434
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt AgainstAgainstForApprove Total Remuneration of Inside Directors and Outside Directors
2
Samsung Heavy Industries Co., Ltd.
Meeting Date: 03/19/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y7474M106
Ticker: 010140
Shares Voted: 182,184
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Jeong Jin-taek as Inside Director 2.1
Mgmt ForForForElect Yoon Jong-hyeon as Inside Director 2.2
Mgmt ForForForElect Lee Gi-gwon as Outside Director 2.3
Mgmt ForForForElect Lee Gi-gwon as a Member of Audit Committee
3
Mgmt AgainstAgainstForElect Choi Gang-sik as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Samsung Securities Co., Ltd.
Meeting Date: 03/19/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y7486Y106
Ticker: 016360
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Samsung Securities Co., Ltd.
Shares Voted: 20,581
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Lim Jong-ryong as Outside Director 2.1
Mgmt AgainstAgainstForElect Chang Seok-hoon as Inside Director 2.2
Mgmt ForForForElect Lim Jong-ryong as a Member of Audit Committee
3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
4
Kia Motors Corp.
Meeting Date: 03/22/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y47601102
Ticker: 000270
Shares Voted: 8,693
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Choi Jun-Young as Inside Director 3.1
Mgmt AgainstAgainstForElect Han Chol-Su as Outside Director 3.2
Mgmt ForForForElect Cho Hwa-soon as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Amtech Systems, Inc.
Meeting Date: 03/23/2021
Record Date: 01/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 032332504
Ticker: ASYS
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Amtech Systems, Inc.
Shares Voted: 17,351
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jong S. Whang Mgmt For For Withhold
Mgmt WithholdForForElect Director Michael Whang 1.2
Mgmt WithholdForForElect Director Lisa D. Gibbs 1.3
Mgmt WithholdForForElect Director Robert M. Averick 1.4
Mgmt WithholdWithholdForElect Director Michael Garnreiter 1.5
Mgmt WithholdForForElect Director Sukesh Mohan 1.6
Mgmt ForForForRatify Mayer Hoffman McCann P.C. as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Lotte Shopping Co., Ltd.
Meeting Date: 03/23/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y5346T119
Ticker: 023530
Shares Voted: 2,085
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Kang Hee-tae as Inside Director 3.1
Mgmt ForForForElect Kang Seong-hyeon as Inside Director 3.2
Mgmt ForForForElect Choi Young-jun as Inside Director 3.3
Mgmt ForForForElect Jeon Mi-young as Outside Director 3.4
Mgmt ForForForElect Kim Doh-seong as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Mgmt ForForForApprove Terms of Retirement Pay 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ABM Industries Incorporated
Meeting Date: 03/24/2021
Record Date: 01/27/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 000957100
Ticker: ABM
Shares Voted: 1,045,146
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Linda Chavez Mgmt For For For
Mgmt ForForForElect Director Art A. Garcia 1b
Mgmt ForForForElect Director Jill M. Golder 1c
Mgmt ForForForElect Director Scott Salmirs 1d
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Andritz AG
Meeting Date: 03/24/2021
Record Date: 03/14/2021
Country: Austria
Meeting Type: Annual
Primary Security ID: A11123105
Ticker: ANDR
Shares Voted: 11,491
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.00 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForApprove Remuneration of Supervisory Board Members
5
Mgmt ForForForRatify KPMG Austria GmbH as Auditors for Fiscal Year 2021
6
Mgmt ForForForElect Juergen Fechter as Supervisory Board Member
7.1
Mgmt AgainstAgainstForElect Alexander Isola as Supervisory Board Member
7.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Andritz AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration Report 8
Mgmt ForForForApprove Remuneration Policy 9
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
10
MIRAE ASSET DAEWOO CO., LTD.
Meeting Date: 03/24/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y1916K109
Ticker: 006800
Shares Voted: 123,976
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Choi Hyeon-man as Inside Director 2.1
Mgmt ForForForElect Lee Man-yeol as Inside Director 2.2
Mgmt ForForForElect Kim Jae-sik as Inside Director 2.3
Mgmt ForForForElect Cho Seong-il as Outside Director 2.4
Mgmt AgainstAgainstForElect Jeong Yong-seon as Outside Director to Serve as an Audit Committee Member
3
Mgmt ForForForElect Cho Seong-il as a Member of Audit Committee
4.1
Mgmt ForForForElect Lee Jem-ma as a Member of Audit Committee
4.2
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Mgmt ForForForAmend Articles of Incorporation 6
Nordea Bank Abp
Meeting Date: 03/24/2021
Record Date: 03/12/2021
Country: Finland
Meeting Type: Annual
Primary Security ID: X5S8VL105
Ticker: NDA.SE
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Nordea Bank Abp
Shares Voted: 453,582
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting Mgmt
MgmtCall the Meeting to Order 2
MgmtDesignate Inspector or Shareholder Representative(s) of Minutes of Meeting
3
MgmtAcknowledge Proper Convening of Meeting 4
MgmtPrepare and Approve List of Shareholders 5
MgmtReceive Financial Statements and Statutory Reports
6
Mgmt ForForForAccept Financial Statements and Statutory Reports
7
Mgmt ForForForApprove Allocation of Income; Authorize Board to Decide on the Distribution of Dividends of up to EUR 0.72 Per Share
8
Mgmt ForForForApprove Discharge of Board and President 9
Mgmt ForForForApprove Remuneration Report (Advisory Vote)
10
Mgmt ForForForApprove Remuneration of Directors in the Amount of EUR 312,000 for Chairman, EUR 150,800 for Vice Chairman, and EUR 98,800 for Other Directors; Approve Remuneration for Committee Work
11
Mgmt ForForForDetermine Number of Members (10) and Deputy Members (0) of Board
12
Mgmt AgainstAgainstForReelect Torbjorn Magnusson (Chair), Nigel Hinshelwood, Birger Steen, Sarah Russell, Robin Lawther, Kari Jordan, Petra van Hoeken, John Maltby and Jonas Synnergren as Directors; Elect Claudia Dill as New Director
13
Mgmt ForForForApprove Remuneration of Auditors 14
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 15
Mgmt ForForForApprove Issuance of Convertible Instruments without Preemptive Rights
16
Mgmt ForForForAuthorize Share Repurchase Program in the Securities Trading Business
17
Mgmt ForForForAuthorize Reissuance of Repurchased Shares 18
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance of Repurchased Shares of Repurchased Shares
19
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Nordea Bank Abp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Issuance of up to 30 Million Shares without Preemptive Rights
20
MgmtClose Meeting 21
Svenska Handelsbanken AB
Meeting Date: 03/24/2021
Record Date: 03/16/2021
Country: Sweden
Meeting Type: Annual
Primary Security ID: W9112U104
Ticker: SHB.A
Shares Voted: 112,576
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting Mgmt
Mgmt ForForForElect Chairman of Meeting 2
Mgmt ForForForDesignate Carina Sverin as Inspector of Minutes of Meeting
3.1
Mgmt ForForForDesignate Carina Silberg as Inspector of Minutes of Meeting
3.2
Mgmt ForForForPrepare and Approve List of Shareholders 4
Mgmt ForForForApprove Agenda of Meeting 5
Mgmt ForForForAcknowledge Proper Convening of Meeting 6
MgmtReceive Financial Statements and Statutory Reports
7
Mgmt ForForForAccept Financial Statements and Statutory Reports
8
Mgmt ForForForApprove Allocation of Income and Dividends of SEK 4.10 Per Share
9
Mgmt ForForForApprove Remuneration Report 10
Mgmt ForForForApprove Discharge of Board Member Jon Fredrik Baksaas
11.1
Mgmt ForForForApprove Discharge of Board Member Hans Biorck
11.2
Mgmt ForForForApprove Discharge of Board Chairman Par Boman
11.3
Mgmt ForForForApprove Discharge of Board Member Kerstin Hessius
11.4
Mgmt ForForForApprove Discharge of Board Member Lisa Kaae
11.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Svenska Handelsbanken AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Board Member Fredrik Lundberg
11.6
Mgmt ForForForApprove Discharge of Board Member Ulf Riese 11.7
Mgmt ForForForApprove Discharge of Board Member Arja Taaveniku
11.8
Mgmt ForForForApprove Discharge of Board Member Carina Akerstrom
11.9
Mgmt ForForForApprove Discharge of Board Member Jan-Erik Hoog
11.10
Mgmt ForForForApprove Discharge of Board Member Ole Johansson
11.11
Mgmt ForForForApprove Discharge of Board Member Bente Rathe
11.12
Mgmt ForForForApprove Discharge of Board Member Charlotte Skog
11.13
Mgmt ForForForApprove Discharge of Employee Representative Anna Hjelmberg
11.14
Mgmt ForForForApprove Discharge of Employee Representative Lena Renstrom
11.15
Mgmt ForForForApprove Discharge of Employee Representative, Deputy Stefan Henricson
11.16
Mgmt ForForForApprove Discharge of Employee Representative, Deputy Charlotte Uriz
11.17
Mgmt ForForForApprove Discharge of President Carina Akerstrom
11.18
Mgmt ForForForAuthorize Repurchase of up to 120 Million Class A and/or B Shares and Reissuance of Repurchased Shares
12
Mgmt ForForForAuthorize Share Repurchase Program 13
Mgmt ForForForApprove Issuance of Convertible Capital Instruments Corresponding to a Maximum of 198 Million Shares without Preemptive Rights
14
Mgmt ForForForAmend Articles of Association Re: Postal Ballots; Editorial Changes
15
Mgmt ForForForDetermine Number of Directors (9) 16
Mgmt ForForForDetermine Number of Auditors (2) 17
Mgmt ForForForApprove Remuneration of Directors in the Amount of SEK 3.5 Million for Chairman, SEK 1 Million for Vice Chairman, and SEK 715,000 for Other Directors; Approve Remuneration for Committee Work
18.1
Mgmt ForForForApprove Remuneration of Auditors 18.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Svenska Handelsbanken AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForReelect Jon-Fredrik Baksaas as Director 19.1
Mgmt ForForForElect Stina Bergfors as New Director 19.2
Mgmt ForForForReelect Hans Biorck as Director 19.3
Mgmt AgainstAgainstForReelect Par Boman as Director 19.4
Mgmt ForForForReelect Kerstin Hessius as Director 19.5
Mgmt AgainstAgainstForReelect Fredrik Lundberg as Director 19.6
Mgmt AgainstAgainstForReelect Ulf Riese as Director 19.7
Mgmt ForForForReelect Arja Taaveniku as Director 19.8
Mgmt ForForForReelect Carina Akerstrom as Director 19.9
Mgmt AgainstAgainstForReelect Par Boman as Chairman 20
Mgmt ForForForRatify Ernst & Young as Auditors 21.1
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 21.2
Mgmt ForForForApprove Remuneration Policy And Other Terms of Employment For Executive Management
22
Mgmt ForForForAppoint Auditors in Foundations without Own Management
23
MgmtClose Meeting 24
Asahi Group Holdings Ltd.
Meeting Date: 03/25/2021
Record Date: 12/31/2020
Country: Japan
Meeting Type: Annual
Primary Security ID: J02100113
Ticker: 2502
Shares Voted: 1,600
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 53
Mgmt For For Against
Mgmt AgainstAgainstForElect Director Koji, Akiyoshi 2.1
Mgmt AgainstAgainstForElect Director Katsuki, Atsushi 2.2
Mgmt AgainstAgainstForElect Director Taemin Park 2.3
Mgmt AgainstAgainstForElect Director Tanimura, Keizo 2.4
Mgmt AgainstAgainstForElect Director Kosaka, Tatsuro 2.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Asahi Group Holdings Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Shingai, Yasushi 2.6
Mgmt ForAgainstForElect Director Christina L. Ahmadjian 2.7
Mgmt ForForForElect Director Kitagawa, Ryoichi 2.8
Mgmt ForForForAppoint Statutory Auditor Kawakami, Yutaka 3
CEMEX SAB de CV
Meeting Date: 03/25/2021
Record Date: 02/22/2021
Country: Mexico
Meeting Type: Annual/Special
Primary Security ID: P2253T133
Ticker: CEMEXCPO
Shares Voted: 1,794,666
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtAnnual Meeting
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Allocation of Income 2
Mgmt ForForForPresent Share Repurchase Report 3
Mgmt ForForForSet Maximum Amount of Share Repurchase Reserve
4
Mgmt ForForForApprove Reduction in Variable Portion of Capital via Cancellation of Repurchased Shares Which were Acquired Through Repurchase Program in 2020
5A
Mgmt ForForForApprove Reduction in Variable Portion of Capital via Cancellation of Treasury Shares Authorized to Support New Issuance of Convertible Notes or for Placement of Such Shares in Public Offering or Private Subscription
5B
Mgmt AgainstAgainstForElect Directors, Chairman and Secretary of Board, Members and Chairmen of Audit, Corporate Practices and Finance, and Sustainability Committees
6
Mgmt ForForForApprove Remuneration of Directors and Members of Audit, Corporate Practices and Finance, and Sustainability Committees
7
Mgmt ForForForAuthorize Board to Ratify and Execute Approved Resolutions
8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CEMEX SAB de CV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtSpecial Meeting
Mgmt ForForForAmend Article 2 Re: Corporate Purpose 1
Mgmt ForForForAuthorize Board to Ratify and Execute Approved Resolutions
2
Concentradora Fibra Danhos SA de CV
Meeting Date: 03/25/2021
Record Date: 03/17/2021
Country: Mexico
Meeting Type: Annual
Primary Security ID: P2825H138
Ticker: DANHOS13
Shares Voted: 1,004,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for Holders of REITs - ISIN MXCFDA020005
Mgmt
Mgmt ForForForOpen Meeting 1
Mgmt ForForForApprove Financial Statements 2
Mgmt AgainstAgainstForElect or Ratify Members of Trust Technical Committee
3
Mgmt ForForForApprove Real Estate Trust Certificates Repurchase Program; Set Maximum Amount of Share Repurchase
4
Mgmt ForForForRatify Leverage Requirements 5
Mgmt ForForForAuthorize Board to Ratify and Execute Approved Resolutions
6
Grand Korea Leisure Co., Ltd.
Meeting Date: 03/25/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y2847C109
Ticker: 114090
Shares Voted: 61,753
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt AgainstAgainstForApprove Total Remuneration of Inside Directors and Outside Directors
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Grand Korea Leisure Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForAuthorize Board to Fix Remuneration of Internal Auditor(s)
3
Mgmt ForForForElect Cho Gyeong-suk as Outside Director 4
GS Retail Co., Ltd.
Meeting Date: 03/25/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y2915J101
Ticker: 007070
Shares Voted: 59,284
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Cho Yoon-seong as Inside Director 2
Mgmt ForForForAmend Articles of Incorporation (Business Objectives)
3.1
Mgmt ForForForAmend Articles of Incorporation (Record Date)
3.2
Mgmt ForForForAmend Articles of Incorporation (Amendment Relating to Changes in Legislation)
3.3
Mgmt ForForForAmend Articles of Incorporation (Electronic Registration of Certificates)
3.4
Mgmt ForForForAmend Articles of Incorporation (Miscellaneous)
3.5
Mgmt ForForForAmend Articles of Incorporation (Duty of CEO)
3.6
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
4
Huntington Bancshares Incorporated
Meeting Date: 03/25/2021
Record Date: 02/11/2021
Country: USA
Meeting Type: Special
Primary Security ID: 446150104
Ticker: HBAN
Shares Voted: 15,265,614
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Huntington Bancshares Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForIncrease Authorized Common Stock 2
Mgmt ForForForAdjourn Meeting 3
Jefferies Financial Group Inc.
Meeting Date: 03/25/2021
Record Date: 01/28/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 47233W109
Ticker: JEF
Shares Voted: 45,866
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Linda L. Adamany Mgmt For For For
Mgmt ForForForElect Director Barry J. Alperin 1b
Mgmt ForForForElect Director Robert D. Beyer 1c
Mgmt ForForForElect Director Francisco L. Borges 1d
Mgmt ForForForElect Director Brian P. Friedman 1e
Mgmt ForForForElect Director MaryAnne Gilmartin 1f
Mgmt ForForForElect Director Richard B. Handler 1g
Mgmt ForForForElect Director Jacob M. Katz 1h
Mgmt ForForForElect Director Michael T. O'Kane 1i
Mgmt ForForForElect Director Joseph S. Steinberg 1j
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Korea Electric Power Corp.
Meeting Date: 03/25/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y48406105
Ticker: 015760
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Korea Electric Power Corp.
Shares Voted: 34,413
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
2
Mgmt ForForForElect Kim Tae-ock as Inside Director 3
Mgmt ForForForAmend Articles of Incorporation 4
Novo Nordisk A/S
Meeting Date: 03/25/2021
Record Date: 03/18/2021
Country: Denmark
Meeting Type: Annual
Primary Security ID: K72807132
Ticker: NOVO.B
Shares Voted: 39,188
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Report of Board Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of DKK 5.85 Per Share
3
Mgmt ForForForApprove Remuneration Report (Advisory Vote)
4
Mgmt ForForForApprove Remuneration of Directors for 2020 in the Aggregate Amount of DKK 17 Million
5.1
Mgmt ForForForApprove Remuneration of Directors for 2021 in the Amount of DKK 2.2 Million for the Chairman, DKK 1.47 Million for the Vice Chairman, and DKK 736,000 for Other Directors; Approve Remuneration for Committee Work
5.2
Mgmt ForForForReelect Helge Lund as Director and Board Chairman
6.1
Mgmt ForForForReelect Jeppe Christiansen as Director and Vice Chairman
6.2
Mgmt ForForForReelect Laurence Debroux as Director 6.3a
Mgmt ForForForReelect Andreas Fibig as Director 6.3b
Mgmt ForForForReelect Sylvie Gregoire as Director 6.3c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Novo Nordisk A/S
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForReelect Kasim Kutay as Director 6.3d
Mgmt ForForForReelect Martin Mackay as Director 6.3e
Mgmt AbstainAbstainForElect Henrik Poulsen as New Director 6.3f
Mgmt ForForForRatify Deloitte as Auditors 7
Mgmt ForForForApprove DKK 8 Million Reduction in Share Capital via B Share Cancellation
8.1
Mgmt ForForForAuthorize Share Repurchase Program 8.2
Mgmt ForForForAmend Articles Re: Delete Authorization to Increase Share Capital
8.3a
Mgmt ForForForApprove Creation of DKK 46.2 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 46.2 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 46.2 Million
8.3b
Mgmt ForForForApprove Indemnification of Members of the Board of Directors
8.4a
Mgmt ForForForApprove Indemnification of Members of Executive Management
8.4b
Mgmt ForForForAmend Guidelines for Incentive-Based Compensation for Executive Management and Board
8.5
Mgmt AgainstAgainstForAllow Shareholder Meetings to be Held Partially or Fully by Electronic Means
8.6a
Mgmt ForForForAllow Electronic Distribution of Company Communication
8.6b
Mgmt ForForForAmend Articles Re: Differentiation of Votes 8.6c
MgmtShareholder Proposals Submitted by Kritiske Aktionaerer
SH AgainstAgainstAgainstInitiate Plan for Changed Ownership 8.7
MgmtManagement Proposals
MgmtOther Business 9
Ping An Insurance (Group) Company of China, Ltd.
Meeting Date: 03/25/2021
Record Date: 03/17/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y69790106
Ticker: 2318
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ping An Insurance (Group) Company of China, Ltd.
Shares Voted: 266,084
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForApprove 2020 Report of the Board of Directors
1
Mgmt ForForForApprove 2020 Report of the Supervisory Committee
2
Mgmt ForForForApprove 2020 Annual Report and Its Summary
3
Mgmt ForForForApprove 2020 Financial Statements and Statutory Reports
4
Mgmt ForForForApprove 2020 Profit Distribution Plan and Distribution of Final Dividends
5
Mgmt ForForForApprove Ernst & Young Hua Ming LLP as PRC Auditor and Ernst & Young as International Auditor and Authorize Board to Fix Their Remuneration
6
Mgmt ForForForApprove 2020 Performance Evaluation Report of Independent Non-Executive Directors
7
MgmtELECT DIRECTORS
Mgmt ForForForElect Ma Mingzhe as Director 8.01
Mgmt ForForForElect Xie Yonglin as Director 8.02
Mgmt ForForForElect Tan Sin Yin as Director 8.03
Mgmt ForForForElect Yao Jason Bo as Director 8.04
Mgmt ForForForElect Cai Fangfang as Director 8.05
Mgmt AgainstAgainstForElect Soopakij Chearavanont as Director 8.06
Mgmt ForForForElect Yang Xiaoping as Director 8.07
Mgmt ForForForElect Wang Yongjian as Director 8.08
Mgmt ForForForElect Huang Wei as Director 8.09
Mgmt ForForForElect Ouyang Hui as Director 8.10
Mgmt ForForForElect Ng Sing Yip as Director 8.11
Mgmt ForForForElect Chu Yiyun as Director 8.12
Mgmt ForForForElect Liu Hong as Director 8.13
Mgmt ForForForElect Jin Li as Director 8.14
Mgmt ForForForElect Ng Kong Ping Albert as Director 8.15
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ping An Insurance (Group) Company of China, Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtELECT SUPERVISORS
Mgmt ForForForElect Gu Liji as Supervisor 9.01
Mgmt ForForForElect Huang Baokui as Supervisor 9.02
Mgmt ForForForElect Zhang Wangjin as Supervisor 9.03
Mgmt ForForForApprove Issuance of Debt Financing Instruments
10
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights for H Shares
11
Mgmt ForForForAmend Articles of Association 12
SK Telecom Co., Ltd.
Meeting Date: 03/25/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y4935N104
Ticker: 017670
Shares Voted: 2,072
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForApprove Stock Option Grants 3
Mgmt ForForForElect Ryu Young-sang as Inside Director 4
Mgmt ForForForElect Yoon Young-min as Outside Director to Serve as an Audit Committee Member
5
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
6
SKF AB
Meeting Date: 03/25/2021
Record Date: 03/17/2021
Country: Sweden
Meeting Type: Annual
Primary Security ID: W84237143
Ticker: SKF.B
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SKF AB
Shares Voted: 350,873
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting Mgmt
Mgmt ForForForElect Chairman of Meeting 2
Mgmt ForForForDesignate Inspector(s) of Minutes of Meeting 3
Mgmt ForForForPrepare and Approve List of Shareholders 4
Mgmt ForForForApprove Agenda of Meeting 5
Mgmt ForForForAcknowledge Proper Convening of Meeting 6
MgmtReceive Financial Statements and Statutory Reports
7
Mgmt ForForForAccept Financial Statements and Statutory Reports
8
Mgmt ForForForApprove Allocation of Income and Dividends of SEK 6.50 Per Share
9
Mgmt ForForForApprove Discharge of Board Member Hans Straberg
10.1
Mgmt ForForForApprove Discharge of Board Member Hock Goh
10.2
Mgmt ForForForApprove Discharge of Board Member Alrik Danielson
10.3
Mgmt ForForForApprove Discharge of Board Member Ronnie Leten
10.4
Mgmt ForForForApprove Discharge of Board Member Barb Samardzich
10.5
Mgmt ForForForApprove Discharge of Board Member Colleen Repplier
10.6
Mgmt ForForForApprove Discharge of Board Member Hakan Buskhe
10.7
Mgmt ForForForApprove Discharge of Board Member Susanna Schneeberger
10.8
Mgmt ForForForApprove Discharge of Board Member Lars Wedenborn
10.9
Mgmt ForForForApprove Discharge of Board Member Jonny Hilbert
10.10
Mgmt ForForForApprove Discharge of Board Member Zarko Djurovic
10.11
Mgmt ForForForApprove Discharge of Board Member Kennet Carlsson
10.12
Mgmt ForForForApprove Discharge of Board Member Claes Palm
10.13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SKF AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of CEO Alrik Danielson 10.14
Mgmt ForForForDetermine Number of Members (8) and Deputy Members (0) of Board
11
Mgmt ForForForApprove Remuneration of Directors in the Amount of SEK 2.3 Million for Chairman and SEK 750,000 for Other Directors; Approve Remuneration for Committee Work
12
Mgmt ForForForReelect Hans Straberg as Director 13.1
Mgmt ForForForReelect Hock Goh as Director 13.2
Mgmt ForForForReelect Barb Samardzich as Director 13.3
Mgmt ForForForReelect Colleen Repplier as Director 13.4
Mgmt ForForForReelect Geert Follens as Director 13.5
Mgmt AgainstAgainstForReelect Hakan Buskhe as Director 13.6
Mgmt ForForForReelect Susanna Schneeberger as Director 13.7
Mgmt ForForForElect Rickard Gustafson as New Director 13.8
Mgmt ForForForElect Hans Straberg as Board Chairman 14
Mgmt ForForForDetermine Number of Auditors (1) and Deputy Auditors (0)
15
Mgmt ForForForApprove Remuneration of Auditors 16
Mgmt ForForForRatify Deloitte as Auditors 17
Mgmt ForForForAmend Articles of Association Re: Collecting of Proxies; Advanced Voting; Editorial Changes
18
Mgmt ForForForApprove Remuneration Report 19
Mgmt AgainstAgainstForApprove 2021 Performance Share Program 20
SSP Group Plc
Meeting Date: 03/25/2021
Record Date: 03/23/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G8402N125
Ticker: SSPG
Shares Voted: 39,044
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SSP Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Remuneration Policy 3
Mgmt ForForForApprove Restricted Share Plan 4
Mgmt ForForForRe-elect Mike Clasper as Director 5
Mgmt ForForForRe-elect Simon Smith as Director 6
Mgmt ForForForRe-elect Jonathan Davies as Director 7
Mgmt ForForForRe-elect Carolyn Bradley as Director 8
Mgmt ForForForRe-elect Ian Dyson as Director 9
Mgmt ForForForElect Judy Vezmar as Director 10
Mgmt ForForForElect Tim Lodge as Director 11
Mgmt ForForForReappoint KPMG LLP as Auditors 12
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
13
Mgmt ForForForAuthorise EU Political Donations and Expenditure
14
Mgmt AgainstAgainstForAuthorise Issue of Equity 15
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
16
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
17
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 18
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
19
Celltrion Healthcare Co., Ltd.
Meeting Date: 03/26/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y6S3BE101
Ticker: 091990
Shares Voted: 18,797
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Approve Consolidated Financial Statements Mgmt For For For
Mgmt ForForForApprove Separate Financial Statements 1.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Celltrion Healthcare Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Seo Jun-seok as Inside Director 3.1
Mgmt ForForForElect Lee Han-gi as Inside Director 3.2
Mgmt ForForForElect Lee Jung-jae as Outside Director 3.3
Mgmt AgainstAgainstForApprove Total Remuneration of Inside Directors and Outside Directors
4
Mgmt ForForForApprove Appropriation of Income (Stock Dividends)
5
Mgmt ForForForApprove Stock Option Grants 6
Celltrion, Inc.
Meeting Date: 03/26/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y1242A106
Ticker: 068270
Shares Voted: 6,316
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Seo Jin-seok as Inside Director 3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
4
Mgmt ForForForApprove Stock Option Grants 5
Hana Financial Group, Inc.
Meeting Date: 03/26/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y29975102
Ticker: 086790
Shares Voted: 199,951
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hana Financial Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt AgainstAgainstForElect Park Won-koo as Outside Director 3.1
Mgmt ForForForElect Kim Hong-jin as Outside Director 3.2
Mgmt ForForForElect Yang Dong-hoon as Outside Director 3.3
Mgmt AgainstAgainstForElect Heo Yoon as Outside Director 3.4
Mgmt ForForForElect Lee Jung-won as Outside Director 3.5
Mgmt ForForForElect Kwon Suk-gyo as Outside Director 3.6
Mgmt ForForForElect Park Dong-moon as Outside Director 3.7
Mgmt ForForForElect Park Seong-ho as Non-Independent Non-Executive Director
3.8
Mgmt ForForForElect Kim Jung-tai as Inside Director 3.9
Mgmt AgainstAgainstForElect Paik Tae-seung as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForElect Yang Dong-hoon as a Member of Audit Committee
5.1
Mgmt ForForForElect Lee Jung-won as a Member of Audit Committee
5.2
Mgmt ForForForElect Park Dong-moon as a Member of Audit Committee
5.3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
6
KB Financial Group, Inc.
Meeting Date: 03/26/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y46007103
Ticker: 105560
Shares Voted: 478,695
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Stuart B. Solomon as Outside Director 2.1
Mgmt ForForForElect Sonu Suk Ho as Outside Director 2.2
Mgmt ForForForElect Choi Myung Hee as Outside Director 2.3
Mgmt ForForForElect Jeong Kouwhan as Outside Director 2.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
KB Financial Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Kim Kyung Ho as Outside Director to Serve as an Audit Committee Member
3
Mgmt ForForForElect Sonu Suk Ho as a Member of Audit Committee
4.1
Mgmt ForForForElect Choi Myung Hee as a Member of Audit Committee
4.2
Mgmt ForForForElect Oh Gyutaeg as a Member of Audit Committee
4.3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
KB Financial Group, Inc.
Meeting Date: 03/26/2021
Record Date: 12/30/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y46007103
Ticker: 105560
Shares Voted: 25,589
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Financial Statements and Allocation of Income
1
Mgmt ForForForElect Stuart B. Solomon as Outside Director 2.1
Mgmt ForForForElect Sonu Suk Ho as Outside Director 2.2
Mgmt ForForForElect Choi Myung Hee as Outside Director 2.3
Mgmt ForForForElect Jeong Kouwhan as Outside Director 2.4
Mgmt ForForForElect Kim Kyung Ho as Outside Director to Serve as an Audit Committee Member
3
Mgmt ForForForElect Sonu Suk Ho as a Member of Audit Committee
4.1
Mgmt ForForForElect Choi Myung Hee as a Member of Audit Committee
4.2
Mgmt ForForForElect Oh Gyutaeg as a Member of Audit Committee
4.3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Paradise Co., Ltd.
Meeting Date: 03/26/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y6727J100
Ticker: 034230
Shares Voted: 9,356
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt AgainstAgainstForElect Chun Phillip as Inside Director 2.1
Mgmt ForForForElect Choi Seong-wook as Inside Director 2.2
Mgmt ForForForElect Hwang Hyeon-il as Inside Director 2.3
Mgmt ForForForElect Kim Seok-min as Outside Director 2.4
Mgmt ForForForElect Hong Soon-gye as Outside Director 2.5
Mgmt AgainstAgainstForApprove Total Remuneration of Inside Directors and Outside Directors
3
Mgmt ForForForAuthorize Board to Fix Remuneration of Internal Auditor(s)
4
Mgmt ForForForAmend Articles of Incorporation 5
Mgmt ForForForApprove Terms of Retirement Pay 6
Innocean Worldwide, Inc.
Meeting Date: 03/29/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y3862P108
Ticker: 214320
Shares Voted: 20,964
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Kim Byeong-moon as Non-Independent Non-Executive Director
3
Mgmt ForForForElect Kim Seung-ju as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
KT Corp.
Meeting Date: 03/29/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y49915104
Ticker: 030200
Shares Voted: 1,174,235
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Financial Statements and Allocation of Income
1
Mgmt ForForForAmend Articles of Incorporation (Add Business Objectives)
2.1
Mgmt ForForForAmend Articles of Incorporation (Amendments Relating to Changes in Legislation)
2.2
Mgmt ForForForAmend Articles of Incorporation (Clarify Stock Options Grantees)
2.3
Mgmt AgainstAgainstForElect Park Jong-ook as Inside Director 3.1
Mgmt ForForForElect Kang Guk-hyeon as Inside Director 3.2
Mgmt AgainstAgainstForElect Lee Gang-cheol as Outside Director 3.3
Mgmt ForForForElect Kim Dae-you as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
DBS Group Holdings Ltd.
Meeting Date: 03/30/2021
Record Date:
Country: Singapore
Meeting Type: Annual
Primary Security ID: Y20246107
Ticker: D05
Shares Voted: 625,977
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Adopt Financial Statements and Directors' and Auditors' Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove Directors' Remuneration 3
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForElect Piyush Gupta as Director 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
DBS Group Holdings Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Punita Lal as Director 6
Mgmt ForForForElect Anthony Lim Weng Kin as Director 7
Mgmt ForForForApprove Grant of Awards and Issuance of Shares Under the DBSH Share Plan
8
Mgmt ForForForApprove Grant of Awards and Issuance of Shares Under the California Sub-Plan to the DBSH Share Plan
9
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights
10
Mgmt ForForForApprove Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme
11
Mgmt ForForForAuthorize Share Repurchase Program 12
Dentium Co., Ltd.
Meeting Date: 03/30/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y2R34J108
Ticker: 145720
Shares Voted: 4,561
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Seo Seung-woo as Inside Director 2.1
Mgmt ForForForElect Choi Seong-ho as Outside Director 2.2
Mgmt ForForForElect Cho Seung-ryong as Outside Director to Serve as an Audit Committee Member
3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
4
SillaJen, Inc.
Meeting Date: 03/30/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y7T3A9100
Ticker: 215600
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SillaJen, Inc.
Shares Voted: 3,291
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
2
Mgmt ForForForAuthorize Board to Fix Remuneration of Internal Auditor(s)
3
Mgmt ForForForElect Shin Hyeon-pil as Inside Director 4.1
Mgmt ForForForElect Ha Gyeong-su as Inside Director 4.2
Mgmt ForForForElect Yang Tae-jeong as Inside Director 4.3
Mgmt ForForForElect Lee Chun-yeop as Outside Director 4.4
Mgmt ForForForElect Shin Chang-min as Outside Director 4.5
Mgmt ForForForElect Kim Cheol as Outside Director 4.6
Mgmt ForForForAppoint Kim Cheol-min as Internal Auditor 5
SK hynix, Inc.
Meeting Date: 03/30/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y8085F100
Ticker: 000660
Shares Voted: 89,753
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForElect Park Jung-Ho as Inside Director 2
Mgmt ForForForElect Song Ho-Keun as Outside Director 3.1
Mgmt AgainstAgainstForElect Cho Hyun-Jae as Outside Director 3.2
Mgmt ForForForElect Yoon Tae-Hwa as Outside Director to Serve as an Audit Committee Member
4
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Mgmt ForForForApprove Stock Option Grants 6
Mgmt ForForForApprove Stock Option Grants 7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
S-Oil Corp.
Meeting Date: 03/30/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y80710109
Ticker: 010950
Shares Voted: 3,100
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt AgainstAgainstForAmend Articles of Incorporation 2
Mgmt ForForForElect Hussain A.Al-Qahtani as Inside Director 3.1
Mgmt AgainstAgainstForElect Mohammed Y.Al-Qahtani as Non-Independent Non-Executive Director
3.2
Mgmt AgainstAgainstForElect Ziad T.Al-Murshed as Non-Independent Non-Executive Director
3.3
Mgmt AgainstAgainstForElect S.M.Al-Hereagi as Non-Independent Non-Executive Director
3.4
Mgmt AgainstAgainstForElect Yahya A.Abushal as Non-Independent Non-Executive Director
3.5
Mgmt AgainstAgainstForElect Han Deok-su as Outside Director 3.6
Mgmt AgainstAgainstForElect Lee Jae-hun as Outside Director 3.7
Mgmt ForForForElect Shin Mi-nam as Outside Director 3.8
Mgmt AgainstAgainstForElect Jungsoon Janice Lee as Outside Director 3.9
Mgmt ForForForElect Lee Jeon-hwan as Outside Director 3.10
Mgmt ForForForElect Hwang In-tae as Outside Director to Serve as an Audit Committee Member
4
Mgmt AgainstAgainstForElect Lee Jae-hun as a Member of Audit Committee
5.1
Mgmt ForForForElect Shin Mi-nam as a Member of Audit Committee
5.2
Mgmt ForForForElect Lee Jeon-hwan as a Member of Audit Committee
5.3
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
6
Telefonaktiebolaget LM Ericsson
Meeting Date: 03/30/2021
Record Date: 02/11/2021
Country: Sweden
Meeting Type: Annual
Primary Security ID: W26049119
Ticker: ERIC.B
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Telefonaktiebolaget LM Ericsson
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt Do Not Vote
ReferNoneIndicate FOR if you are both the Record Holder and Beneficial Owner of the ADS or AGAINST if you are the Record Holder of such ADS Acting on Behalf of the Beneficial Owner
A
Mgmt Do Not Vote
ForForElect Chairman of Meeting 1
Mgmt Do Not Vote
ForForDesignate Inspector(s) of Minutes of Meeting 2
Mgmt Do Not Vote
ForForPrepare and Approve List of Shareholders 3
Mgmt Do Not Vote
ForForApprove Agenda of Meeting 4
Mgmt Do Not Vote
ForForAcknowledge Proper Convening of Meeting 5
MgmtReceive Financial Statements and Statutory Reports
6
Mgmt Do Not Vote
ForForAccept Financial Statements and Statutory Reports
7.1
Mgmt Do Not Vote
ForForApprove Remuneration Report 7.2
Mgmt Do Not Vote
ForForApprove Discharge of Board Chairman Ronnie Leten
7.3a
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Helena Stjernholm
7.3b
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Jacob Wallenberg
7.3c
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Jon Fredrik Baksaas
7.3d
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Jan Carlson
7.3e
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Nora Denzel
7.3f
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Borje Ekholm
7.3g
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Eric A. Elzvik
7.3h
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Kurt Jofs 7.3i
Mgmt Do Not Vote
ForForApprove Discharge of Board Member Kristin S. Rinne
7.3j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Telefonaktiebolaget LM Ericsson
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
ForForApprove Discharge of Employee Representative Torbjorn Nyman
7.3k
Mgmt Do Not Vote
ForForApprove Discharge of Employee Representative Kjell-Ake Soting
7.3l
Mgmt Do Not Vote
ForForApprove Discharge of Employee Representative Roger Svensson
7.3m
Mgmt Do Not Vote
ForForApprove Discharge of Deputy Employee Representative Per Holmberg
7.3n
Mgmt Do Not Vote
ForForApprove Discharge of Deputy Employee Representative Anders Ripa
7.3o
Mgmt Do Not Vote
ForForApprove Discharge of Deputy Employee Representative Loredana Roslund
7.3p
Mgmt Do Not Vote
ForForApprove Discharge of President Borje Ekholm 7.3q
Mgmt Do Not Vote
ForForApprove Allocation of Income and Dividends of SEK 2 Per Share
7.4
Mgmt Do Not Vote
ForForDetermine Number of Directors (10) and Deputy Directors (0) of Board
8
Mgmt Do Not Vote
ForForApprove Remuneration of Directors in the Amount of SEK 4.2 Million for Chairman and SEK 1.06 Million for Other Directors, Approve Remuneration for Committee Work
9
Mgmt Do Not Vote
ForForReelect Jon Fredrik Baksaas as Director 10.1
Mgmt Do Not Vote
ForForReelect Jan Carlson as Director 10.2
Mgmt Do Not Vote
ForForReelect Nora Denzel as Director 10.3
Mgmt Do Not Vote
ForForReelect Borje Ekholm as Director 10.4
Mgmt Do Not Vote
ForForReelect Eric A. Elzvik as Director 10.5
Mgmt Do Not Vote
ForForReelect Kurt Jofs as Director 10.6
Mgmt Do Not Vote
ForForReelect Ronnie Leten as Director 10.7
Mgmt Do Not Vote
ForForReelect Kristin S. Rinne as Director 10.8
Mgmt Do Not Vote
AgainstForReelect Helena Stjernholm as Director 10.9
Mgmt Do Not Vote
ForForReelect Jacob Wallenberg as Director 10.10
Mgmt Do Not Vote
ForForReelect Ronnie Leten as Board Chair 11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Telefonaktiebolaget LM Ericsson
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
ForForDetermine Number of Auditors (1) and Deputy Auditors (0)
12
Mgmt Do Not Vote
ForForApprove Remuneration of Auditors 13
Mgmt Do Not Vote
ForForRatify Deloitte as Auditors 14
Mgmt Do Not Vote
ForForAmend Articles Re: Editorial Changes; Collecting of Proxies and Postal Voting; Participation at General Meetings
15
Mgmt Do Not Vote
AgainstForApprove Long-Term Variable Compensation Program 2021 (LTV 2021)
16.1
Mgmt Do Not Vote
AgainstForApprove Equity Plan Financing of LTV 2021 16.2
Mgmt Do Not Vote
AgainstForApprove Alternative Equity Plan Financing of LTV 2021, if Item 16.2 is Not Approved
16.3
Mgmt Do Not Vote
ForForApprove Equity Plan Financing of LTV 2020 17
Mgmt Do Not Vote
ForForApprove Equity Plan Financing of LTV 2018 and 2019
18
Reliance Industries Ltd.
Meeting Date: 03/31/2021
Record Date: 03/24/2021
Country: India
Meeting Type: Court
Primary Security ID: Y72596102
Ticker: 500325
Shares Voted: 23,365
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Court-Ordered Meeting for Shareholders Mgmt
Mgmt ForForForApprove Scheme of Arrangement 1
Spigen Korea Co., Ltd.
Meeting Date: 03/31/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y9036B107
Ticker: 192440
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Spigen Korea Co., Ltd.
Shares Voted: 6,215
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Mgmt ForForForElect Kim Dae-young as Inside Director 3.1
Mgmt ForForForElect Choi Cheol-gyu as Inside Director 3.2
Mgmt ForForForElect Seonwoo Hui-yeon as Outside Director to Serve as an Audit Committee Member
4.1
Mgmt ForForForElect Lee Seung-hyeok as Outside Director to Serve as an Audit Committee Member
4.2
Mgmt ForForForApprove Total Remuneration of Inside Directors and Outside Directors
5
Volvo AB
Meeting Date: 03/31/2021
Record Date: 03/23/2021
Country: Sweden
Meeting Type: Annual
Primary Security ID: 928856301
Ticker: VOLV.B
Shares Voted: 958,194
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Chairman of Meeting Mgmt For For For
Mgmt ForForForDesignate Erik Sjoman as Inspector of Minutes of Meeting
2.1
Mgmt ForForForDesignate Martin Jonasson as Inspector of Minutes of Meeting
2.2
Mgmt ForForForPrepare and Approve List of Shareholders 3
Mgmt ForForForApprove Agenda of Meeting 4
Mgmt ForForForAcknowledge Proper Convening of Meeting 5
MgmtReceive Financial Statements and Statutory Reports; Receive President's Report
6
Mgmt ForForForAccept Financial Statements and Statutory Reports
7
Mgmt ForForForApprove Allocation of Income and Dividends of SEK 6 Per Share and an Extra Dividend of SEK 9 Per Share
8
Mgmt ForForForApprove Discharge of Matti Alahuhta 9.1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Volvo AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Eckhard Cordes 9.2
Mgmt ForForForApprove Discharge of Eric Elzvik 9.3
Mgmt ForForForApprove Discharge of Kurt Jofs 9.4
Mgmt ForForForApprove Discharge of James W. Griffith 9.5
Mgmt ForForForApprove Discharge of Martin Lundstedt (as Board Member)
9.6
Mgmt ForForForApprove Discharge of Kathryn V. Marinello 9.7
Mgmt ForForForApprove Discharge of Martina Merz 9.8
Mgmt ForForForApprove Discharge of Hanne de Mora 9.9
Mgmt ForForForApprove Discharge of Helena Stjernholm 9.10
Mgmt ForForForApprove Discharge of Carl-Henric Svanberg 9.11
Mgmt ForForForApprove Discharge of Lars Ask (Employee Representative)
9.12
Mgmt ForForForApprove Discharge of Mats Henning (Employee Representative)
9.13
Mgmt ForForForApprove Discharge of Mikael Sallstrom (Employee Representative)
9.14
Mgmt ForForForApprove Discharge of Camilla Johansson (Deputy Employee Representative)
9.15
Mgmt ForForForApprove Discharge of Mari Larsson (Deputy Employee Representative)
9.16
Mgmt ForForForApprove Discharge of Martin Lundstedt (as CEO)
9.17
Mgmt ForForForDetermine Number of Members (11) of Board 10.1
Mgmt ForForForDetermine Number of Deputy Members (0) of Board
10.2
Mgmt ForForForApprove Remuneration of Directors in the Amount of SEK 3.7 Million for Chairman and SEK 1.1 Million for Other Directors except CEO; Approve Remuneration for Committee Work
11
Mgmt ForForForReelect Matti Alahuhta as Director 12.1
Mgmt ForForForReelect Eckhard Cordes as Director 12.2
Mgmt ForForForReelect Eric Elzvik as Director 12.3
Mgmt ForForForElect Martha Finn Brooks as New Director 12.4
Mgmt ForForForReelect Kurt Jofs as Director 12.5
Mgmt ForForForReelect Martin Lundstedt as Director 12.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Volvo AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForReelect Kathryn Marinello as Director 12.7
Mgmt ForForForReelect Martina Merz as Director 12.8
Mgmt ForForForReelect Hanne de Mora as Director 12.9
Mgmt AgainstAgainstForReelect Helena Stjernholm as Director 12.10
Mgmt ForForForReelect Carl-Henric Svenberg as Director 12.11
Mgmt ForForForReelect Carl-Henric Svanberg as Board Chairman
13
Mgmt ForForForElect Bengt Kjell to Serve on Nomination Committee
14.1
Mgmt ForForForElect Anders Oscarsson to Serve on Nomination Committee
14.2
Mgmt ForForForElect Ramsay Brufer to Serve on Nomination Committee
14.3
Mgmt ForForForElect Carine Smith Ihenacho to Serve on Nomination Committee
14.4
Mgmt ForForForElect Chairman of the Board to Serve on Nomination Committee
14.5
Mgmt AgainstAgainstForApprove Remuneration Report 15
Mgmt AgainstAgainstForApprove Remuneration Policy And Other Terms of Employment For Executive Management
16
Mgmt ForForForAmend Articles Re: Auditors 17
MgmtShareholder Proposals Submitted by Carl Axel Bruno
SH AgainstAgainstNoneLimit Contributions to Chalmers University of Technology Foundation to a Maximum of SEK 4 Million Per Year
18
Deutsche Telekom AG
Meeting Date: 04/01/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D2035M136
Ticker: DTE
Shares Voted: 1,034,575
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proposals Mgmt
MgmtReceive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Deutsche Telekom AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 0.60 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5.1
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for the 2021 Interim Financial Statements
5.2
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for the First Quarter of Fiscal Year 2021
5.3
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for the Third Quarter of Fiscal Year 2021 and First Quarter of Fiscal Year 2022
5.4
Mgmt ForForForElect Helga Jung to the Supervisory Board 6
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
7
Mgmt ForForForAuthorize Use of Financial Derivatives when Repurchasing Shares
8
Mgmt AgainstAgainstForApprove Remuneration Policy 9
Mgmt ForForForApprove Remuneration of Supervisory Board 10
MgmtShareholder Proposal Submitted by Deutsche Schutzvereinigung fuer Wertpapierbesitz e.V. (DSW)
SH ForForAgainstAmend Articles Re: Shareholders' Right to Participation during the Virtual Meeting
11
Deutsche Telekom AG
Meeting Date: 04/01/2021
Record Date: 03/11/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D2035M136
Ticker: DTE
Shares Voted: 5,785
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtManagement Proposals
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Deutsche Telekom AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtReceive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
1
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 0.60 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5a
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for the 2021 Interim Financial Statements
5b
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for the First Quarter of Fiscal Year 2021
5c
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for the Third Quarter of Fiscal Year 2021 and First Quarter of Fiscal Year 2022
5d
Mgmt ForForForElect Helga Jung to the Supervisory Board 6
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
7
Mgmt ForForForAuthorize Use of Financial Derivatives when Repurchasing Shares
8
Mgmt AgainstAgainstForApprove Remuneration Policy 9
Mgmt ForForForApprove Remuneration of Supervisory Board 10
MgmtShareholder Proposal Submitted by Deutsche Schutzvereinigung fuer Wertpapierbesitz e.V. (DSW)
SH ForForAgainstAmend Articles Re: Shareholders' Right to Participation during the Virtual Meeting
11
MgmtCounter Proposals (if any)
SH AgainstAgainstAgainstCounter Motion A A
SH AgainstAgainstAgainstCounter Motion B B
SH AgainstAgainstAgainstCounter Motion C C
SH AgainstAgainstAgainstCounter Motion D D
SH AgainstAgainstAgainstCounter Motion E E
SH AgainstAgainstAgainstCounter Motion F F
SH AgainstAgainstAgainstCounter Motion G G
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Deutsche Telekom AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstAgainstAgainstCounter Motion H H
SH AgainstAgainstAgainstCounter Motion I I
SH AgainstAgainstAgainstCounter Motion J J
SH AgainstAgainstAgainstCounter Motion K K
SSP Group Plc
Meeting Date: 04/06/2021
Record Date: 04/01/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G8402N125
Ticker: SSPG
Shares Voted: 19,522
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Authorise Issue of Equity in Connection with the Rights Issue
Mgmt For For For
Mgmt ForForForApprove the Terms of the Rights Issue 2
Lennar Corporation
Meeting Date: 04/07/2021
Record Date: 02/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 526057104
Ticker: LEN
Shares Voted: 1,723,055
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Amy Banse Mgmt For For For
Mgmt ForForForElect Director Rick Beckwitt 1b
Mgmt ForForForElect Director Steven L. Gerard 1c
Mgmt ForForForElect Director Tig Gilliam 1d
Mgmt ForForForElect Director Sherrill W. Hudson 1e
Mgmt ForForForElect Director Jonathan M. Jaffe 1f
Mgmt ForForForElect Director Sidney Lapidus 1g
Mgmt ForForForElect Director Teri P. McClure 1h
Mgmt ForForForElect Director Stuart Miller 1i
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Lennar Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Armando Olivera 1j
Mgmt ForForForElect Director Jeffrey Sonnenfeld 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH ForForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
4
Schlumberger N.V.
Meeting Date: 04/07/2021
Record Date: 02/17/2021
Country: Curacao
Meeting Type: Annual
Primary Security ID: 806857108
Ticker: SLB
Shares Voted: 8,900,739
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Patrick de La Chevardiere Mgmt For For For
Mgmt ForForForElect Director Miguel M. Galuccio 1.2
Mgmt ForForForElect Director Olivier Le Peuch 1.3
Mgmt ForForForElect Director Tatiana A. Mitrova 1.4
Mgmt ForForForElect Director Maria Moræus Hanssen 1.5
Mgmt ForForForElect Director Mark G. Papa 1.6
Mgmt ForForForElect Director Henri Seydoux 1.7
Mgmt ForForForElect Director Jeff W. Sheets 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAdopt and Approve Financials and Dividends 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Mgmt ForForForAmend Omnibus Stock Plan 5
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
6
Mgmt ForForForAmend Non-Employee Director Restricted Stock Plan
7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
UBS Group AG
Meeting Date: 04/08/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H42097107
Ticker: UBSG
Shares Voted: 815,311
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Allocation of Income and Dividends of USD 0.37 per Share
3
Mgmt ForForForApprove Discharge of Board and Senior Management for Fiscal Year 2020, excluding French Cross-Border Matter
4
Mgmt ForForForReelect Axel Weber as Director and Board Chairman
5.1
Mgmt ForForForReelect Jeremy Anderson as Director 5.2
Mgmt ForForForReelect William Dudley as Director 5.3
Mgmt ForForForReelect Reto Francioni as Director 5.4
Mgmt ForForForReelect Fred Hu as Director 5.5
Mgmt ForForForReelect Mark Hughes as Director 5.6
Mgmt ForForForReelect Nathalie Rachou as Director 5.7
Mgmt ForForForReelect Julie Richardson as Director 5.8
Mgmt ForForForReelect Dieter Wemmer as Director 5.9
Mgmt ForForForReelect Jeanette Wong as Director 5.10
Mgmt ForForForElect Claudia Boeckstiegel as Director 6.1
Mgmt ForForForElect Patrick Firmenich as Director 6.2
Mgmt ForForForReappoint Julie Richardson as Member of the Compensation Committee
7.1
Mgmt ForForForReappoint Reto Francioni as Member of the Compensation Committee
7.2
Mgmt ForForForReappoint Dieter Wemmer as Member of the Compensation Committee
7.3
Mgmt ForForForReappoint Jeanette Wong as Member of the Compensation Committee
7.4
Mgmt ForForForApprove Remuneration of Directors in the Amount of CHF 13 Million
8.1
Mgmt ForForForApprove Variable Remuneration of Executive Committee in the Amount of CHF 85 Million
8.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
UBS Group AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Fixed Remuneration of Executive Committee in the Amount of CHF 33 Million
8.3
Mgmt ForForForDesignate ADB Altorfer Duss & Beilstein AG as Independent Proxy
9.1
Mgmt ForForForRatify Ernst & Young AG as Auditors 9.2
Mgmt ForForForRatify BDO AG as Special Auditors 9.3
Mgmt ForForForAmend Articles Re: Voting Majority for Board Resolutions
10
Mgmt ForForForApprove CHF 15.7 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares
11
Mgmt ForForForAuthorize Repurchase of up to CHF 4 Billion in Issued Share Capital
12
Mgmt AgainstAgainstNoneTransact Other Business (Voting) 13
Rio Tinto Plc
Meeting Date: 04/09/2021
Record Date: 03/01/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G75754104
Ticker: RIO
Shares Voted: 6,628
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Remuneration Policy 2
Mgmt AgainstAgainstForApprove Remuneration Report for UK Law Purposes
3
Mgmt AgainstAgainstForApprove Remuneration Report for Australian Law Purposes
4
Mgmt AgainstAgainstForRe-elect Megan Clark as Director 5
Mgmt ForForForRe-elect Hinda Gharbi as Director 6
Mgmt ForForForRe-elect Simon Henry as Director 7
Mgmt ForForForRe-elect Sam Laidlaw as Director 8
Mgmt ForForForRe-elect Simon McKeon as Director 9
Mgmt ForForForRe-elect Jennifer Nason as Director 10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Rio Tinto Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Jakob Stausholm as Director 11
Mgmt ForForForRe-elect Simon Thompson as Director 12
Mgmt ForForForRe-elect Ngaire Woods as Director 13
Mgmt ForForForReappoint KPMG LLP as Auditors 14
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
15
Mgmt ForForForAuthorise UK Political Donations and Expenditure
16
Mgmt ForForNoneApprove Global Employee Share Plan 17
Mgmt ForForForApprove UK Share Plan 18
Mgmt ForForForAuthorise Issue of Equity 19
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
20
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 21
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
Petroleo Brasileiro SA
Meeting Date: 04/12/2021
Record Date: 03/05/2021
Country: Brazil
Meeting Type: Special
Primary Security ID: P78331140
Ticker: PETR4
Shares Voted: 129
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt AgainstAgainstForRemove Directors 1
Mgmt ForForNoneDo You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
2.1
Mgmt ForForForElect Directors 2.2
Mgmt AgainstAgainstNoneIn Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate?
2.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Petroleo Brasileiro SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtAPPLIES ONLY IF CUMULATIVE VOTING IS ADOPTED - Votes Will Be Automatically Distributed in Equal % Amongst The Nominees voted FOR below. If You Vote AGST, Contact Your Client Service Rep to Disproportionately Allocate % of Votes
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Eduardo Bacellar Leal Ferreira as Director
2.4.a
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Joaquim Silva e Luna as Director
2.4.b
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Ruy Flaks Schneider as Independent Director
2.4.c
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Marcio Andrade Weber as Independent Director
2.4.d
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Murilo Marroquim de Souza as Independent Director
2.4.e
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Sonia Julia Sulzbeck Villalobos as Independent Director
2.4.f
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Cynthia Santana Silveira as Independent Director
2.4.g
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Ana Silvia Corso Matte as Independent Director
2.4.h
SH ForForNonePercentage of Votes to Be Assigned - Elect Leonardo Pietro Antonelli as Director Appointed by Minority Shareholder
2.4.i
SH ForForNonePercentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Director Appointed by Minority Shareholder
2.4.j
SH ForForNonePercentage of Votes to Be Assigned - Elect Pedro Rodrigues Galvao de Medeiros as Director Appointed by Minority Shareholder
2.4.k
Mgmt ForForForElect Eduardo Bacellar Leal Ferreira as Board Chairman
2.5
Change Healthcare Inc.
Meeting Date: 04/13/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Special
Primary Security ID: 15912K100
Ticker: CHNG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Change Healthcare Inc.
Shares Voted: 4,458,194
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
Fifth Third Bancorp
Meeting Date: 04/13/2021
Record Date: 02/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 316773100
Ticker: FITB
Shares Voted: 6,998,318
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Nicholas K. Akins Mgmt For For For
Mgmt ForForForElect Director B. Evan Bayh, III 1b
Mgmt ForForForElect Director Jorge L. Benitez 1c
Mgmt ForForForElect Director Katherine B. Blackburn 1d
Mgmt ForForForElect Director Emerson L. Brumback 1e
Mgmt ForForForElect Director Greg D. Carmichael 1f
Mgmt ForForForElect Director Linda W. Clement-Holmes 1g
Mgmt ForForForElect Director C. Bryan Daniels 1h
Mgmt ForForForElect Director Mitchell S. Feiger 1i
Mgmt ForForForElect Director Thomas H. Harvey 1j
Mgmt ForForForElect Director Gary R. Heminger 1k
Mgmt ForForForElect Director Jewell D. Hoover 1l
Mgmt ForForForElect Director Eileen A. Mallesch 1m
Mgmt ForForForElect Director Michael B. McCallister 1n
Mgmt ForForForElect Director Marsha C. Williams 1o
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fifth Third Bancorp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Mgmt ForForForApprove Omnibus Stock Plan 5
Mgmt ForForForEliminate Supermajority Vote Requirement 6
Mgmt ForForForEliminate Cumulative Voting 7
HP Inc.
Meeting Date: 04/13/2021
Record Date: 02/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 40434L105
Ticker: HPQ
Shares Voted: 26,868
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Aida M. Alvarez Mgmt For For For
Mgmt ForForForElect Director Shumeet Banerji 1b
Mgmt ForForForElect Director Robert R. Bennett 1c
Mgmt ForForForElect Director Charles "Chip" V. Bergh 1d
Mgmt ForForForElect Director Stacy Brown-Philpot 1e
Mgmt ForForForElect Director Stephanie A. Burns 1f
Mgmt ForForForElect Director Mary Anne Citrino 1g
Mgmt ForForForElect Director Richard L. Clemmer 1h
Mgmt ForForForElect Director Enrique J. Lores 1i
Mgmt ForForForElect Director Judith "Jami" Miscik 1j
Mgmt ForForForElect Director Subra Suresh 1k
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
IQVIA Holdings Inc.
Meeting Date: 04/13/2021
Record Date: 02/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 46266C105
Ticker: IQV
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
IQVIA Holdings Inc.
Shares Voted: 119,323
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ari Bousbib Mgmt For For For
Mgmt ForForForElect Director John M. Leonard 1.2
Mgmt WithholdWithholdForElect Director Todd B. Sisitsky 1.3
Mgmt One YearOne YearNoneAdvisory Vote on Say on Pay Frequency 2
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Bylaws
3a
Mgmt ForForForEliminate Supermajority Vote Requirement for Removal of Directors
3b
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Swedish Match AB
Meeting Date: 04/13/2021
Record Date: 04/01/2021
Country: Sweden
Meeting Type: Annual
Primary Security ID: W9376L154
Ticker: SWMA
Shares Voted: 2,671
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting; Elect Chairman of Meeting Mgmt For For For
Mgmt ForForForPrepare and Approve List of Shareholders 2
Mgmt ForForForDesignate Peter Lundkvist and Filippa Gerstadt Inspectors of Minutes of Meeting
3
Mgmt ForForForAcknowledge Proper Convening of Meeting 4
Mgmt ForForForApprove Agenda of Meeting 5
Mgmt ForForForApprove Remuneration Report 6
Mgmt ForForForAccept Financial Statements and Statutory Reports
7
Mgmt ForForForApprove Allocation of Income and Dividends of SEK 15.00 Per Share
8
Mgmt ForForForApprove Discharge of Charles A. Blixt 9.a
Mgmt ForForForApprove Discharge of Andrew Cripps 9.b
Mgmt ForForForApprove Discharge of Jacqueline Hoogerbrugge
9.c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Swedish Match AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Conny Carlsson 9.d
Mgmt ForForForApprove Discharge of Alexander Lacik 9.e
Mgmt ForForForApprove Discharge of Pauline Lindwall 9.f
Mgmt ForForForApprove Discharge of Wenche Rolfsen 9.g
Mgmt ForForForApprove Discharge of Joakim Westh 9.h
Mgmt ForForForApprove Discharge of Patrik Engelbrektsson 9.i
Mgmt ForForForApprove Discharge of Par-Ola Olausson 9.j
Mgmt ForForForApprove Discharge of Dragan Popovic 9.k
Mgmt ForForForApprove Discharge of Lars Dahlgren 9.l
Mgmt ForForForDetermine Number of Members (8) and Deputy Members (0) of Board
10
Mgmt ForForForApprove Remuneration of Directors in the Amount of SEK 2.25 million to Chair, SEK 1.04 Million to Vice Chair and SEK 900,000 to Other Directors; Approve Remuneration for Committee Work
11
Mgmt ForForForReelect Charles A. Blixt as Director 12.a
Mgmt ForForForReelect Andrew Cripps as Director 12.b
Mgmt ForForForReelect Jacqueline Hoogerbrugge as Director 12.c
Mgmt ForForForReelect Conny Carlsson as Director 12.d
Mgmt ForForForReelect Alexander Lacik as Director 12.e
Mgmt ForForForReelect Pauline Lindwall as Director 12.f
Mgmt ForForForReelect Wenche Rolfsen as Director 12.g
Mgmt ForForForReelect Joakim Westh as Director 12.h
Mgmt ForForForReelect Conny Karlsson as Board Chair 12.i
Mgmt ForForForReelect Andrew Cripps as Deputy Director 12.j
Mgmt ForForForDetermine Number of Auditors (1) and Deputy Auditors (0)
13
Mgmt ForForForApprove Remuneration of Auditors 14
Mgmt ForForForRatify Deloitte as Auditors 15
Mgmt ForForForApprove SEK 10.8 Million Reduction in Share Capital via Share Cancellation
16.a
Mgmt ForForForApprove Bonus Issue 16.b
Mgmt ForForForAuthorize Share Repurchase Program 17
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Swedish Match AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Reissuance of Repurchased Shares 18
Mgmt ForForForApprove Issuance of Shares up to 10 Per cent of Share Capital without Preemptive Rights
19
Mgmt ForForForAmend Articles Re: Equity-Related; Set Minimum (SEK 200 Million) and Maximum (SEK 800 Million) Share Capital; Set Minimum (1 Billion) and Maximum (4 Billion) Number of Shares
20.a
Mgmt ForForForApprove 10:1 Stock Split 20.b
Mgmt ForForForAmend Articles of Association Re: Editorial Changes
21
Airbus SE
Meeting Date: 04/14/2021
Record Date: 03/17/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N0280G100
Ticker: AIR
Shares Voted: 125,079
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtDiscussion on Company's Corporate Governance Structure
2.1
MgmtReceive Report on Business and Financial Statements
2.2
MgmtReceive Explanation on Company's Reserves and Dividend Policy
2.3
MgmtDiscussion of Agenda Items 3
Mgmt ForForForAdopt Financial Statements 4.1
Mgmt ForForForApprove Discharge of Non-Executive Members of the Board of Directors
4.2
Mgmt ForForForApprove Discharge of Executive Members of the Board of Directors
4.3
Mgmt ForForForRatify Ernst & Young Accountants LLP as Auditors
4.4
Mgmt ForForForApprove Implementation of Remuneration Policy
4.5
Mgmt ForForForReelect Rene Obermann as Non-Executive Director
4.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Airbus SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForReelect Amparo Moraleda as Non-Executive Director
4.7
Mgmt ForForForReelect Victor Chu as Non-Executive Director 4.8
Mgmt ForForForReelect Jean-Pierre Clamadieu as Non-Executive Director
4.9
Mgmt ForForForGrant Board Authority to Issue Shares Up To 0.51 Percent of Issued Capital and Exclude Preemptive Rights Re: ESOP and LTIP Plans
4.10
Mgmt ForForForGrant Board Authority to Issue Shares Up To 1.15 Percent of Issued Capital and Exclude Preemptive Rights Re: Company Funding
4.11
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
4.12
Mgmt ForForForApprove Cancellation of Repurchased Shares 4.13
MgmtClose Meeting 5
Carlsberg Brewery Malaysia Berhad
Meeting Date: 04/14/2021
Record Date: 04/07/2021
Country: Malaysia
Meeting Type: Annual
Primary Security ID: Y11220103
Ticker: 2836
Shares Voted: 452,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Final Dividend Mgmt For For For
Mgmt ForForForElect Toh Ah Wah as Director 2
Mgmt ForForForElect Michelle Tanya Achuthan as Director 3
Mgmt AgainstAgainstForElect Chan Po Kei Kay as Director 4
Mgmt ForForForApprove Directors' Fees and Benefits 5
Mgmt ForForForApprove PricewaterhouseCoopers PLT as Auditors and Authorize Board to Fix Their Remuneration
6
Mgmt ForForForApprove Renewal of Shareholders' Mandate for Recurrent Related Party Transactions
7
Mgmt ForForForApprove Implementation of Shareholders' Mandate for Recurrent Related Party Transactions
8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hewlett Packard Enterprise Company
Meeting Date: 04/14/2021
Record Date: 02/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 42824C109
Ticker: HPE
Shares Voted: 967,245
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Daniel Ammann Mgmt For For For
Mgmt ForForForElect Director Pamela L. Carter 1b
Mgmt ForForForElect Director Jean M. Hobby 1c
Mgmt ForForForElect Director George R. Kurtz 1d
Mgmt ForForForElect Director Raymond J. Lane 1e
Mgmt ForForForElect Director Ann M. Livermore 1f
Mgmt ForForForElect Director Antonio F. Neri 1g
Mgmt ForForForElect Director Charles H. Noski 1h
Mgmt ForForForElect Director Raymond E. Ozzie 1i
Mgmt ForForForElect Director Gary M. Reiner 1j
Mgmt ForForForElect Director Patricia F. Russo 1k
Mgmt ForForForElect Director Mary Agnes Wilderotter 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 5
Koninklijke Ahold Delhaize NV
Meeting Date: 04/14/2021
Record Date: 03/17/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N0074E105
Ticker: AD
Shares Voted: 2,381
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Koninklijke Ahold Delhaize NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtReceive Report of Management Board (Non-Voting)
2
MgmtReceive Explanation on Company's Reserves and Dividend Policy
3
Mgmt ForForForAdopt Financial Statements 4
Mgmt ForForForApprove Dividends of EUR 0.90 Per Share 5
Mgmt ForForForApprove Remuneration Report 6
Mgmt ForForForApprove Discharge of Management Board 7
Mgmt ForForForApprove Discharge of Supervisory Board 8
Mgmt ForForForElect Jan Zijderveld to Supervisory Board 9
Mgmt ForForForElect Bala Subramanian to Supervisory Board 10
Mgmt ForForForRatify PricewaterhouseCoopers Accountants N.V as Auditors
11
Mgmt ForForForGrant Board Authority to Issue Shares Up to 10 Percent of Issued Capital
12
Mgmt AgainstAgainstForAuthorize Board to Exclude Preemptive Rights from Share Issuances
13
Mgmt ForForForAuthorize Board to Acquire Common Shares 14
Mgmt ForForForApprove Cancellation of Repurchased Shares 15
MgmtClose Meeting 16
Sulzer AG
Meeting Date: 04/14/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H83580284
Ticker: SUN
Shares Voted: 370
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report (Non-Binding) 1.2
Mgmt ForForForApprove Allocation of Income and Dividends of CHF 4.00 per Share
2
Mgmt ForForForApprove Discharge of Board and Senior Management
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sulzer AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration of Directors in the Amount of CHF 3 Million
4.1
Mgmt ForForForApprove Remuneration of Executive Committee in the Amount of CHF 19.5 Million
4.2
Mgmt ForForForReelect Peter Loescher as Director and Board Chairman
5.1
Mgmt ForForForReelect Hanne Sorensen as Director 5.2.1
Mgmt ForForForReelect Matthias Bichsel as Director 5.2.2
Mgmt ForForForReelect Mikhail Lifshitz as Director 5.2.3
Mgmt ForForForReelect Alexey Moskov as Director 5.2.4
Mgmt ForForForReelect Gerhard Roiss as Director 5.2.5
Mgmt ForForForElect Suzanne Thoma as Director 5.3.1
Mgmt ForForForElect David Metzger as Director 5.3.2
Mgmt ForForForReappoint Hanne Sorensen as Member of the Compensation Committee
6.1.1
Mgmt ForForForReappoint Gerhard Roiss as Member of the Compensation Committee
6.1.2
Mgmt ForForForAppoint Suzanne Thoma as Member of the Compensation Committee
6.2
Mgmt ForForForRatify KPMG AG as Auditors 7
Mgmt ForForForDesignate Proxy Voting Services GmbH as Independent Proxy
8
Mgmt ForForForApprove Creation of CHF 17,000 Pool of Conditional Capital for Bonds or Similar Debt Instruments
9
Mgmt AgainstAgainstForTransact Other Business (Voting) 10
Sulzer AG
Meeting Date: 04/14/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H83580284
Ticker: SUN
Shares Voted: 370
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Share Re-registration Consent Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Celanese Corporation
Meeting Date: 04/15/2021
Record Date: 02/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 150870103
Ticker: CE
Shares Voted: 3
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jean S. Blackwell Mgmt For For For
Mgmt ForForForElect Director William M. Brown 1b
Mgmt ForForForElect Director Edward G. Galante 1c
Mgmt ForForForElect Director Kathryn M. Hill 1d
Mgmt ForForForElect Director David F. Hoffmeister 1e
Mgmt ForForForElect Director Jay V. Ihlenfeld 1f
Mgmt ForForForElect Director Deborah J. Kissire 1g
Mgmt ForForForElect Director Kim K. W. Rucker 1h
Mgmt ForForForElect Director Lori J. Ryerkerk 1i
Mgmt ForForForElect Director John K. Wulff 1j
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Embotelladora Andina SA
Meeting Date: 04/15/2021
Record Date: 04/09/2021
Country: Chile
Meeting Type: Annual
Primary Security ID: P3697S103
Ticker: ANDINA.B
Shares Voted: 472,663
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Allocation of Income and Dividends 2
Mgmt ForForForPresent Dividend Policy 3
Mgmt AgainstAgainstForElect Directors 4
Mgmt ForForForApprove Remuneration of Directors, Directors' Committee and Audit Committee, their Annual Reports and Expenses Incurred by both Committees
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Embotelladora Andina SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAppoint Auditors 6
Mgmt ForForForDesignate Risk Assessment Companies 7
Mgmt ForForForReceive Report Regarding Related-Party Transactions
8
Mgmt ForForForDesignate Newspaper to Publish Announcements
9
Mgmt AgainstAgainstForOther Business 10
Owens Corning
Meeting Date: 04/15/2021
Record Date: 02/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 690742101
Ticker: OC
Shares Voted: 2,865,184
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Brian D. Chambers Mgmt For For For
Mgmt ForForForElect Director Eduardo E. Cordeiro 1b
Mgmt ForForForElect Director Adrienne D. Elsner 1c
Mgmt ForForForElect Director Alfred E. Festa 1d
Mgmt ForForForElect Director Edward F. Lonergan 1e
Mgmt ForForForElect Director Maryann T. Mannen 1f
Mgmt ForForForElect Director Paul E. Martin 1g
Mgmt ForForForElect Director W. Howard Morris 1h
Mgmt ForForForElect Director Suzanne P. Nimocks 1i
Mgmt ForForForElect Director John D. Williams 1j
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
PPG Industries, Inc.
Meeting Date: 04/15/2021
Record Date: 02/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 693506107
Ticker: PPG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PPG Industries, Inc.
Shares Voted: 841,986
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Steven A. Davis Mgmt For For For
Mgmt ForForForElect Director Michael W. Lamach 1.2
Mgmt ForForForElect Director Michael T. Nally 1.3
Mgmt ForForForElect Director Guillermo Novo 1.4
Mgmt ForForForElect Director Martin H. Richenhagen 1.5
Mgmt ForForForElect Director Catherine R. Smith 1.6
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForDeclassify the Board of Directors 3
Mgmt ForForForEliminate Supermajority Vote Requirement 4
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 5
SH ForForAgainstRequire Independent Board Chair 6
Stellantis NV
Meeting Date: 04/15/2021
Record Date: 03/18/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N82405106
Ticker: STLA
Shares Voted: 1,994,713
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Report of Management Board (Non-Voting)
2.a
MgmtReceive Explanation on Company's Reserves and Dividend Policy
2.b
Mgmt AgainstAgainstForApprove Remuneration Report 2.c
Mgmt ForForForAdopt Financial Statements and Statutory Reports
2.d
Mgmt ForForForApprove Capital Distribution of EUR 0.32 per Share
2.e
Mgmt ForForForApprove Discharge of Directors 2.f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Stellantis NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Ernst & Young Accountants LLP as Auditors
3
Mgmt ForForForAmend Remuneration Policy 4.a
Mgmt AgainstAgainstForApprove Equity Incentive Plan and Grant Board Authority to Issue Shares and Exclude Preemptive Rights in Connection with Equity Incentive Plan
4.b
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
5
Mgmt ForForForApprove Cancellation of Class B Special Voting Shares
6
MgmtClose Meeting 7
OTP Bank Nyrt
Meeting Date: 04/16/2021
Record Date: 04/14/2021
Country: Hungary
Meeting Type: Annual
Primary Security ID: X60746181
Ticker: OTP
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements, Statutory Reports, and Allocation of Income
Mgmt
MgmtApprove Company's Corporate Governance Statement
2
MgmtApprove Discharge of Sandor Csanyi as Management Board Member
3.1
MgmtApprove Discharge of Tamas Gyorgy Erdei as Management Board Member
3.2
MgmtApprove Discharge of Antal Gyorgy Kovacs as Management Board Member
3.3
MgmtApprove Discharge of Laszlo Wolf as Management Board Member
3.4
MgmtApprove Discharge of Mihaly Baumstark as Management Board Member
3.5
MgmtApprove Discharge of Tibor Biro as Management Board Member
3.6
MgmtApprove Discharge of Istvan Gresa as Management Board Member
3.7
MgmtApprove Discharge of Antal Pongracz as Management Board Member
3.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
OTP Bank Nyrt
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtApprove Discharge of Laszlo Utassy as Management Board Member
3.9
MgmtApprove Discharge of Jozsef Zoltan Voros as Management Board Member
3.10
MgmtApprove Ernst & Young Audit Ltd. as Auditor and Fix Its Remuneration
4
MgmtAmend Bylaws Re: Supervisory Board 5
MgmtApprove Remuneration Policy 6
MgmtAuthorize Share Repurchase Program 7
MgmtElect Tamas Gudra as Supervisory Board Member
8
MgmtElect Tamas Gudra as Audit Committee Member
9
MgmtApprove Remuneration of Supervisory Board and Audit Committee Members
10
MgmtReelect Sandor Csanyi as Management Board Member
11.1
MgmtReelect Antal Gyorgy Kovacs as Management Board Member
11.2
MgmtReelect Laszlo Wolf as Management Board Member
11.3
MgmtReelect Tamas Gyorgy Erdei as Management Board Member
11.4
MgmtReelect Mihaly Baumstark as Management Board Member
11.5
MgmtReelect Istvan Gresa as Management Board Member
11.6
MgmtReelect Jozsef Zoltan Voros as Management Board Member
11.7
MgmtReelect Peter Csanyi as Management Board Member
11.8
MgmtElect Gabriella Balogh as Management Board Member
11.9
MgmtElect Gyorgy Nagy as Management Board Member
11.10
MgmtElect Gellert Marton Vagi as Management Board Member
11.11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Carrier Global Corp.
Meeting Date: 04/19/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 14448C104
Ticker: CARR
Shares Voted: 1,201
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John V. Faraci Mgmt For For For
Mgmt AgainstAgainstForElect Director Jean-Pierre Garnier 1b
Mgmt ForForForElect Director David Gitlin 1c
Mgmt AgainstAgainstForElect Director John J. Greisch 1d
Mgmt ForForForElect Director Charles M. Holley, Jr. 1e
Mgmt AgainstAgainstForElect Director Michael M. McNamara 1f
Mgmt ForForForElect Director Michael A. Todman 1g
Mgmt ForForForElect Director Virginia M. Wilson 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Valley National Bancorp
Meeting Date: 04/19/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 919794107
Ticker: VLY
Shares Voted: 2,234,851
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Andrew B. Abramson Mgmt For For For
Mgmt ForForForElect Director Peter J. Baum 1b
Mgmt ForForForElect Director Eric P. Edelstein 1c
Mgmt ForForForElect Director Marc J. Lenner 1d
Mgmt ForForForElect Director Peter V. Maio 1e
Mgmt ForForForElect Director Ira Robbins 1f
Mgmt ForForForElect Director Suresh L. Sani 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Valley National Bancorp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Lisa J. Schultz 1h
Mgmt ForForForElect Director Jennifer W. Steans 1i
Mgmt ForForForElect Director Jeffrey S. Wilks 1j
Mgmt ForForForElect Director Sidney S. Williams, Jr. 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForApprove Omnibus Stock Plan 4
SH ForForAgainstRequire Independent Board Chair 5
American Electric Power Company, Inc.
Meeting Date: 04/20/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 025537101
Ticker: AEP
Shares Voted: 212,794
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Nicholas K. Akins Mgmt For For For
Mgmt ForForForElect Director David J. Anderson 1.2
Mgmt ForForForElect Director J. Barnie Beasley, Jr. 1.3
Mgmt ForForForElect Director Art A. Garcia 1.4
Mgmt ForForForElect Director Linda A. Goodspeed 1.5
Mgmt ForForForElect Director Thomas E. Hoaglin 1.6
Mgmt ForForForElect Director Sandra Beach Lin 1.7
Mgmt ForForForElect Director Margaret M. McCarthy 1.8
Mgmt ForForForElect Director Stephen S. Rasmussen 1.9
Mgmt ForForForElect Director Oliver G. Richard, III 1.10
Mgmt ForForForElect Director Daryl Roberts 1.11
Mgmt ForForForElect Director Sara Martinez Tucker 1.12
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
American Electric Power Company, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Bank of America Corporation
Meeting Date: 04/20/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 060505104
Ticker: BAC
Shares Voted: 17,946,451
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sharon L. Allen Mgmt For For For
Mgmt ForForForElect Director Susan S. Bies 1b
Mgmt ForForForElect Director Frank P. Bramble, Sr. 1c
Mgmt ForForForElect Director Pierre J.P. de Weck 1d
Mgmt ForForForElect Director Arnold W. Donald 1e
Mgmt ForForForElect Director Linda P. Hudson 1f
Mgmt ForForForElect Director Monica C. Lozano 1g
Mgmt ForForForElect Director Thomas J. May 1h
Mgmt ForForForElect Director Brian T. Moynihan 1i
Mgmt ForForForElect Director Lionel L. Nowell, III 1j
Mgmt ForForForElect Director Denise L. Ramos 1k
Mgmt ForForForElect Director Clayton S. Rose 1l
Mgmt ForForForElect Director Michael D. White 1m
Mgmt ForForForElect Director Thomas D. Woods 1n
Mgmt ForForForElect Director R. David Yost 1o
Mgmt ForForForElect Director Maria T. Zuber 1p
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForAmend Omnibus Stock Plan 4
SH ForForAgainstAmend Proxy Access Right 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Bank of America Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstProvide Right to Act by Written Consent 6
SH AgainstAgainstAgainstApprove Change in Organizational Form 7
SH AgainstAgainstAgainstRequest on Racial Equity Audit 8
Cass Information Systems, Inc.
Meeting Date: 04/20/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 14808P109
Ticker: CASS
Shares Voted: 14,879
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert A. Ebel Mgmt For For For
Mgmt ForForForElect Director Randall L. Schilling 1.2
Mgmt AgainstAgainstForElect Director Franklin D. Wicks, Jr. 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Concentrix Corporation
Meeting Date: 04/20/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 20602D101
Ticker: CNXC
Shares Voted: 616,008
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Christopher Caldwell Mgmt For For For
Mgmt ForForForElect Director Teh-Chien Chou 1b
Mgmt ForForForElect Director LaVerne H. Council 1c
Mgmt ForForForElect Director Jennifer Deason 1d
Mgmt ForForForElect Director Kathryn Hayley 1e
Mgmt ForForForElect Director Kathryn Marinello 1f
Mgmt ForForForElect Director Dennis Polk 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Concentrix Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Ann Vezina 1h
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Harsco Corporation
Meeting Date: 04/20/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 415864107
Ticker: HSC
Shares Voted: 1,242,281
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director James F. Earl Mgmt For For For
Mgmt ForForForElect Director Kathy G. Eddy 1.2
Mgmt ForForForElect Director David C. Everitt 1.3
Mgmt ForForForElect Director F. Nicholas Grasberger, III 1.4
Mgmt ForForForElect Director Carolann I. Haznedar 1.5
Mgmt ForForForElect Director Mario Longhi 1.6
Mgmt ForForForElect Director Edgar (Ed) M. Purvis, Jr. 1.7
Mgmt ForForForElect Director Phillip C. Widman 1.8
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Non-Employee Director Omnibus Stock Plan
4
Moody's Corporation
Meeting Date: 04/20/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 615369105
Ticker: MCO
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Moody's Corporation
Shares Voted: 6,015
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jorge A. Bermudez Mgmt For For For
Mgmt ForForForElect Director Therese Esperdy 1b
Mgmt ForForForElect Director Robert Fauber 1c
Mgmt ForForForElect Director Vincent A. Forlenza 1d
Mgmt ForForForElect Director Kathryn M. Hill 1e
Mgmt ForForForElect Director Lloyd W. Howell, Jr. 1f
Mgmt ForForForElect Director Raymond W. McDaniel, Jr. 1g
Mgmt ForForForElect Director Leslie F. Seidman 1h
Mgmt ForForForElect Director Bruce Van Saun 1i
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove 2020 Decarbonization Plan 4
NCR Corporation
Meeting Date: 04/20/2021
Record Date: 02/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 62886E108
Ticker: NCR
Shares Voted: 1,105,972
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark W. Begor Mgmt For For For
Mgmt ForForForElect Director Gregory Blank 1.2
Mgmt ForForForElect Director Catherine L. Burke 1.3
Mgmt ForForForElect Director Deborah A. Farrington 1.4
Mgmt ForForForElect Director Michael D. Hayford 1.5
Mgmt ForForForElect Director Georgette D. Kiser 1.6
Mgmt ForForForElect Director Kirk T. Larsen 1.7
Mgmt ForForForElect Director Frank R. Martire 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NCR Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Martin Mucci 1.9
Mgmt ForForForElect Director Matthew A. Thompson 1.10
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
The Boeing Company
Meeting Date: 04/20/2021
Record Date: 02/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 097023105
Ticker: BA
Shares Voted: 1,222,884
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Robert A. Bradway Mgmt For For For
Mgmt ForForForElect Director David L. Calhoun 1b
Mgmt ForForForElect Director Lynne M. Doughtie 1c
Mgmt ForForForElect Director Edmund P. Giambastiani, Jr. 1d
Mgmt ForForForElect Director Lynn J. Good 1e
Mgmt ForForForElect Director Akhil Johri 1f
Mgmt ForForForElect Director Lawrence W. Kellner 1g
Mgmt ForForForElect Director Steven M. Mollenkopf 1h
Mgmt ForForForElect Director John M. Richardson 1i
Mgmt ForForForElect Director Ronald A. Williams 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH ForReferAgainstReport on Lobbying Payments and Policy 4
SH ForForAgainstProvide Right to Act by Written Consent 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Umpqua Holdings Corporation
Meeting Date: 04/20/2021
Record Date: 02/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 904214103
Ticker: UMPQ
Shares Voted: 1,353,140
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Peggy Y. Fowler Mgmt For For For
Mgmt ForForForElect Director Stephen M. Gambee 1b
Mgmt ForForForElect Director James S. Greene 1c
Mgmt ForForForElect Director Luis F. Machuca 1d
Mgmt ForForForElect Director Maria M. Pope 1e
Mgmt ForForForElect Director Cort L. O'Haver 1f
Mgmt ForForForElect Director John F. Schultz 1g
Mgmt ForForForElect Director Susan F. Stevens 1h
Mgmt ForForForElect Director Hilliard C. Terry, III 1i
Mgmt ForForForElect Director Bryan L. Timm 1j
Mgmt ForForForElect Director Anddria Varnado 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
West Fraser Timber Co. Ltd.
Meeting Date: 04/20/2021
Record Date: 03/02/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 952845105
Ticker: WFG
Shares Voted: 208,399
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Henry H. (Hank) Ketcham Mgmt For For For
Mgmt ForForForElect Director Reid E. Carter 1.2
Mgmt ForForForElect Director Raymond Ferris 1.3
Mgmt ForForForElect Director John N. Floren 1.4
Mgmt ForForForElect Director Ellis Ketcham Johnson 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
West Fraser Timber Co. Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Brian G. Kenning 1.6
Mgmt ForForForElect Director Marian Lawson 1.7
Mgmt ForForForElect Director Colleen McMorrow 1.8
Mgmt ForForForElect Director Gerald J. (Gerry) Miller 1.9
Mgmt ForForForElect Director Robert L. Phillips 1.10
Mgmt ForForForElect Director Janice G. Rennie 1.11
Mgmt ForForForElect Director Gillian D. Winckler 1.12
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Whirlpool Corporation
Meeting Date: 04/20/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 963320106
Ticker: WHR
Shares Voted: 306,265
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Samuel R. Allen Mgmt For For For
Mgmt ForForForElect Director Marc R. Bitzer 1b
Mgmt ForForForElect Director Greg Creed 1c
Mgmt ForForForElect Director Gary T. DiCamillo 1d
Mgmt ForForForElect Director Diane M. Dietz 1e
Mgmt ForForForElect Director Gerri T. Elliott 1f
Mgmt ForForForElect Director Jennifer A. LaClair 1g
Mgmt ForForForElect Director John D. Liu 1h
Mgmt ForForForElect Director James M. Loree 1i
Mgmt ForForForElect Director Harish Manwani 1j
Mgmt ForForForElect Director Patricia K. Poppe 1k
Mgmt ForForForElect Director Larry O. Spencer 1l
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Whirlpool Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michael D. White 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Adecoagro SA
Meeting Date: 04/21/2021
Record Date: 03/05/2021
Country: Luxembourg
Meeting Type: Annual
Primary Security ID: L00849106
Ticker: AGRO
Shares Voted: 53,489
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Financial Statements 2
Mgmt ForForForApprove Allocation of Loss 3
Mgmt ForForForApprove Discharge of Directors 4
Mgmt ForForForApprove Remuneration of Directors for FY 2020
5
Mgmt ForForForAppoint PricewaterhouseCoopers as Auditor 6
Mgmt ForForForElect Guillaume van der Linden as Director 7.1
Mgmt ForForForElect Ivo Sarjanovic as Director 7.2
Mgmt AgainstAgainstForElect Mark Schachter as Director 7.3
Mgmt ForForForApprove Remuneration of Directors for FY 2021
8
Mgmt ForForForApprove Share Repurchase 9
Blucora, Inc.
Meeting Date: 04/21/2021
Record Date: 02/24/2021
Country: USA
Meeting Type: Proxy Contest
Primary Security ID: 095229100
Ticker: BCOR
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Blucora, Inc.
Shares Voted: 9,576
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proxy (Blue Proxy Card) Mgmt
Mgmt Do Not Vote
Do Not Vote
ForElect Director Georganne C. Proctor 1.1
Mgmt Do Not Vote
Do Not Vote
ForElect Director Steven Aldrich 1.2
Mgmt Do Not Vote
Do Not Vote
ForElect Director Mark A. Ernst 1.3
Mgmt Do Not Vote
Do Not Vote
ForElect Director E. Carol Hayles 1.4
Mgmt Do Not Vote
Do Not Vote
ForElect Director John MacIlwaine 1.5
Mgmt Do Not Vote
Do Not Vote
ForElect Director Tina Perry 1.6
Mgmt Do Not Vote
Do Not Vote
ForElect Director Karthik Rao 1.7
Mgmt Do Not Vote
Do Not Vote
ForElect Director Jana R. Schreuder 1.8
Mgmt Do Not Vote
Do Not Vote
ForElect Director Christopher W. Walters 1.9
Mgmt Do Not Vote
Do Not Vote
ForElect Director Mary S. Zappone 1.10
Mgmt Do Not Vote
Do Not Vote
ForRatify Ernst & Young LLP as Auditors 2
Mgmt Do Not Vote
Do Not Vote
ForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
MgmtDissident Proxy (White Proxy Card)
SH ForForForElect Director Frederick D. DiSanto 1.1
SH ForWithholdForElect Director Cindy Schulze Flynn 1.2
SH ForWithholdForElect Director Robert D. MacKinlay 1.3
SH ForWithholdForElect Director Kimberly Smith Spacek 1.4
SH ForForForManagement Nominee Mark A. Ernst 1.5
SH ForForForManagement Nominee E. Carol Hayles 1.6
SH ForForForManagement Nominee Tina Perry 1.7
SH ForForForManagement Nominee Karthik Rao 1.8
SH ForForForManagement Nominee Jana R. Schreuder 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Blucora, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForForManagement Nominee Christopher W. Walters
1.10
Mgmt ForForNoneRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstAgainstAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Eiffage SA
Meeting Date: 04/21/2021
Record Date: 04/19/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F2924U106
Ticker: FGR
Shares Voted: 246,947
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 3 per Share
3
Mgmt ForForForReelect Marie Lemarie as Director 4
Mgmt ForForForReelect Carol Xueref as Director 5
Mgmt ForForForReelect Dominique Marcel as Director 6
Mgmt ForForForReelect Philippe Vidal as Director 7
Mgmt ForForForApprove Remuneration Policy of Board Members
8
Mgmt ForForForApprove Remuneration Policy of Chairman and CEO
9
Mgmt ForForForApprove Compensation Report 10
Mgmt ForForForApprove Compensation of Benoit de Ruffray, Chairman and CEO
11
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
12
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Eiffage SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 80 Million for Bonus Issue or Increase in Par Value
14
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 156.8 Million
15
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 39.2 Million
16
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 39.2 Million
17
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 15-17
18
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
19
Mgmt ForForForSet Total Limit for Capital Increase to Result from Issuance Requests Under Items 16, 17 and 19 at EUR 39.2 Million
20
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
21
Mgmt ForForForAuthorize up to 1 Million Shares for Use in Restricted Stock Plans
22
MgmtOrdinary Business
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
23
EQT Corporation
Meeting Date: 04/21/2021
Record Date: 02/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 26884L109
Ticker: EQT
Shares Voted: 27,477
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For For
Mgmt ForForForElect Director Philip G. Behrman 1.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
EQT Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Lee M. Canaan 1.3
Mgmt ForForForElect Director Janet L. Carrig 1.4
Mgmt ForForForElect Director Kathryn J. Jackson 1.5
Mgmt ForForForElect Director John F. McCartney 1.6
Mgmt ForForForElect Director James T. McManus, II 1.7
Mgmt ForForForElect Director Anita M. Powers 1.8
Mgmt ForForForElect Director Daniel J. Rice, IV 1.9
Mgmt ForForForElect Director Toby Z. Rice 1.10
Mgmt ForForForElect Director Stephen A. Thorington 1.11
Mgmt ForForForElect Director Hallie A. Vanderhider 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
First Hawaiian, Inc.
Meeting Date: 04/21/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 32051X108
Ticker: FHB
Shares Voted: 1,409,572
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Matthew J. Cox Mgmt For For For
Mgmt ForForForElect Director W. Allen Doane 1.2
Mgmt ForForForElect Director Robert S. Harrison 1.3
Mgmt ForForForElect Director Faye W. Kurren 1.4
Mgmt ForForForElect Director Allen B. Uyeda 1.5
Mgmt ForForForElect Director Jenai S. Wall 1.6
Mgmt ForForForElect Director Vanessa L. Washington 1.7
Mgmt ForForForElect Director C. Scott Wo 1.8
Mgmt ForForForAmend Non-Employee Director Omnibus Stock Plan
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
First Hawaiian, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Huntington Bancshares Incorporated
Meeting Date: 04/21/2021
Record Date: 02/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 446150104
Ticker: HBAN
Shares Voted: 15,156,765
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Lizabeth Ardisana Mgmt For For For
Mgmt ForForForElect Director Alanna Y. Cotton 1.2
Mgmt ForForForElect Director Ann B. (Tanny) Crane 1.3
Mgmt ForForForElect Director Robert S. Cubbin 1.4
Mgmt ForForForElect Director Steven G. Elliott 1.5
Mgmt ForForForElect Director Gina D. France 1.6
Mgmt ForForForElect Director J. Michael Hochschwender 1.7
Mgmt ForForForElect Director John C. (Chris) Inglis 1.8
Mgmt ForForForElect Director Katherine M. A. (Allie) Kline 1.9
Mgmt ForForForElect Director Richard W. Neu 1.10
Mgmt ForForForElect Director Kenneth J. Phelan 1.11
Mgmt ForForForElect Director David L. Porteous 1.12
Mgmt ForForForElect Director Stephen D. Steinour 1.13
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Regions Financial Corporation
Meeting Date: 04/21/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 7591EP100
Ticker: RF
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Regions Financial Corporation
Shares Voted: 524,014
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Carolyn H. Byrd Mgmt For For For
Mgmt ForForForElect Director Don DeFosset 1b
Mgmt ForForForElect Director Samuel A. Di Piazza, Jr. 1c
Mgmt ForForForElect Director Zhanna Golodryga 1d
Mgmt ForForForElect Director John D. Johns 1e
Mgmt ForForForElect Director Ruth Ann Marshall 1f
Mgmt ForForForElect Director Charles D. McCrary 1g
Mgmt ForForForElect Director James T. Prokopanko 1h
Mgmt ForForForElect Director Lee J. Styslinger, III 1i
Mgmt ForForForElect Director Jose S. Suquet 1j
Mgmt ForForForElect Director John M. Turner, Jr. 1k
Mgmt ForForForElect Director Timothy Vines 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Synovus Financial Corp.
Meeting Date: 04/21/2021
Record Date: 02/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 87161C501
Ticker: SNV
Shares Voted: 813,655
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Tim E. Bentsen Mgmt For For For
Mgmt ForForForElect Director Kevin S. Blair 1b
Mgmt ForForForElect Director F. Dixon Brooke, Jr. 1c
Mgmt ForForForElect Director Stephen T. Butler 1d
Mgmt ForForForElect Director Elizabeth W. Camp 1e
Mgmt ForForForElect Director Pedro P. Cherry 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Synovus Financial Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Diana M. Murphy 1g
Mgmt ForForForElect Director Harris Pastides 1h
Mgmt ForForForElect Director Joseph J. Prochaska, Jr. 1i
Mgmt ForForForElect Director John L. Stallworth 1j
Mgmt ForForForElect Director Kessel D. Stelling 1k
Mgmt ForForForElect Director Barry L. Storey 1l
Mgmt ForForForElect Director Teresa White 1m
Mgmt ForForForApprove Nonqualified Employee Stock Purchase Plan
2
Mgmt ForForForApprove Nonqualified Director Stock Purchase Plan
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
Mgmt ForForForRatify KPMG LLP as Auditors 6
The Sherwin-Williams Company
Meeting Date: 04/21/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 824348106
Ticker: SHW
Shares Voted: 4
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kerrii B. Anderson Mgmt For For For
Mgmt ForForForElect Director Arthur F. Anton 1b
Mgmt ForForForElect Director Jeff M. Fettig 1c
Mgmt ForForForElect Director Richard J. Kramer 1d
Mgmt ForForForElect Director John G. Morikis 1e
Mgmt AgainstAgainstForElect Director Christine A. Poon 1f
Mgmt ForForForElect Director Aaron M. Powell 1g
Mgmt ForForForElect Director Michael H. Thaman 1h
Mgmt ForForForElect Director Matthew Thornton, III 1i
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Sherwin-Williams Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Steven H. Wunning 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
UFP Industries, Inc.
Meeting Date: 04/21/2021
Record Date: 02/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 90278Q108
Ticker: UFPI
Shares Voted: 13,274
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Matthew J. Missad Mgmt For For For
Mgmt ForForForElect Director Thomas W. Rhodes 1b
Mgmt ForForForElect Director Brian C. Walker 1c
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
AGNC Investment Corp.
Meeting Date: 04/22/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00123Q104
Ticker: AGNC
Shares Voted: 580,681
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Donna J. Blank Mgmt For For For
Mgmt ForForForElect Director Morris A. Davis 1b
Mgmt ForForForElect Director John D. Fisk 1c
Mgmt ForForForElect Director Prue B. Larocca 1d
Mgmt ForForForElect Director Paul E. Mullings 1e
Mgmt ForForForElect Director Frances R. Spark 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AGNC Investment Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Gary D. Kain 1g
Mgmt ForForForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Avery Dennison Corporation
Meeting Date: 04/22/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 053611109
Ticker: AVY
Shares Voted: 109,735
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Bradley A. Alford Mgmt For For For
Mgmt ForForForElect Director Anthony K. Anderson 1b
Mgmt ForForForElect Director Mark J. Barrenechea 1c
Mgmt ForForForElect Director Mitchell R. Butier 1d
Mgmt ForForForElect Director Ken C. Hicks 1e
Mgmt ForForForElect Director Andres A. Lopez 1f
Mgmt ForForForElect Director Patrick T. Siewert 1g
Mgmt ForForForElect Director Julia A. Stewart 1h
Mgmt ForForForElect Director Martha N. Sullivan 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Citizens Financial Group, Inc.
Meeting Date: 04/22/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 174610105
Ticker: CFG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Citizens Financial Group, Inc.
Shares Voted: 74
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bruce Van Saun Mgmt For For For
Mgmt ForForForElect Director Lee Alexander 1.2
Mgmt ForForForElect Director Christine M. Cumming 1.3
Mgmt ForForForElect Director William P. Hankowsky 1.4
Mgmt ForForForElect Director Leo I. ("Lee") Higdon 1.5
Mgmt ForForForElect Director Edward J. ("Ned") Kelly, III 1.6
Mgmt ForForForElect Director Charles J. ("Bud") Koch 1.7
Mgmt ForForForElect Director Robert G. Leary 1.8
Mgmt ForForForElect Director Terrance J. Lillis 1.9
Mgmt ForForForElect Director Shivan Subramaniam 1.10
Mgmt ForForForElect Director Christopher J. Swift 1.11
Mgmt ForForForElect Director Wendy A. Watson 1.12
Mgmt ForForForElect Director Marita Zuraitis 1.13
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Edison International
Meeting Date: 04/22/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 281020107
Ticker: EIX
Shares Voted: 2,533,971
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jeanne Beliveau-Dunn Mgmt For For For
Mgmt ForForForElect Director Michael C. Camunez 1b
Mgmt ForForForElect Director Vanessa C.L. Chang 1c
Mgmt ForForForElect Director James T. Morris 1d
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Edison International
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Timothy T. O'Toole 1e
Mgmt ForForForElect Director Pedro J. Pizarro 1f
Mgmt ForForForElect Director Carey A. Smith 1g
Mgmt ForForForElect Director Linda G. Stuntz 1h
Mgmt ForForForElect Director William P. Sullivan 1i
Mgmt ForForForElect Director Peter J. Taylor 1j
Mgmt ForForForElect Director Keith Trent 1k
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Qualified Employee Stock Purchase Plan
4
SH ForForAgainstAmend Proxy Access Right 5
Humana Inc.
Meeting Date: 04/22/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 444859102
Ticker: HUM
Shares Voted: 203,508
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kurt J. Hilzinger Mgmt For For For
Mgmt ForForForElect Director Raquel C. Bono 1b
Mgmt ForForForElect Director Bruce D. Broussard 1c
Mgmt ForForForElect Director Frank A. D'Amelio 1d
Mgmt ForForForElect Director Wayne A. I. Frederick 1e
Mgmt ForForForElect Director John W. Garratt 1f
Mgmt ForForForElect Director David A. Jones, Jr. 1g
Mgmt ForForForElect Director Karen W. Katz 1h
Mgmt ForForForElect Director Marcy S. Klevorn 1i
Mgmt ForForForElect Director William J. McDonald 1j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Humana Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Jorge S. Mesquita 1k
Mgmt ForForForElect Director James J. O'Brien 1l
Mgmt ForForForElect Director Marissa T. Peterson 1m
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Ingevity Corporation
Meeting Date: 04/22/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45688C107
Ticker: NGVT
Shares Voted: 760,042
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jean S. Blackwell Mgmt For For For
Mgmt ForForForElect Director Luis Fernandez-Moreno 1b
Mgmt ForForForElect Director J. Michael Fitzpatrick 1c
Mgmt ForForForElect Director John C. Fortson 1d
Mgmt ForForForElect Director Diane H. Gulyas 1e
Mgmt ForForForElect Director Frederick J. Lynch 1f
Mgmt ForForForElect Director Karen G. Narwold 1g
Mgmt ForForForElect Director Daniel F. Sansone 1h
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Johnson & Johnson
Meeting Date: 04/22/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 478160104
Ticker: JNJ
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Johnson & Johnson
Shares Voted: 4,516,640
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mary C. Beckerle Mgmt For For For
Mgmt ForForForElect Director D. Scott Davis 1b
Mgmt ForForForElect Director Ian E. L. Davis 1c
Mgmt ForForForElect Director Jennifer A. Doudna 1d
Mgmt ForForForElect Director Alex Gorsky 1e
Mgmt ForForForElect Director Marillyn A. Hewson 1f
Mgmt ForForForElect Director Hubert Joly 1g
Mgmt ForForForElect Director Mark B. McClellan 1h
Mgmt ForForForElect Director Anne M. Mulcahy 1i
Mgmt ForForForElect Director Charles Prince 1j
Mgmt ForForForElect Director A. Eugene Washington 1k
Mgmt ForForForElect Director Mark A. Weinberger 1l
Mgmt ForForForElect Director Nadja Y. West 1m
Mgmt ForForForElect Director Ronald A. Williams 1n
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForReferAgainstReport on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics
4
SH ForForAgainstRequire Independent Board Chair 5
SH AgainstReferAgainstReport on Civil Rights Audit 6
SH AgainstAgainstAgainstAdopt Policy on Bonus Banking 7
Lockheed Martin Corporation
Meeting Date: 04/22/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 539830109
Ticker: LMT
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Lockheed Martin Corporation
Shares Voted: 2,472
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Daniel F. Akerson Mgmt For For For
Mgmt ForForForElect Director David B. Burritt 1.2
Mgmt ForForForElect Director Bruce A. Carlson 1.3
Mgmt ForForForElect Director Joseph F. Dunford, Jr. 1.4
Mgmt ForForForElect Director James O. Ellis, Jr. 1.5
Mgmt ForForForElect Director Thomas J. Falk 1.6
Mgmt ForForForElect Director Ilene S. Gordon 1.7
Mgmt ForForForElect Director Vicki A. Hollub 1.8
Mgmt ForForForElect Director Jeh C. Johnson 1.9
Mgmt ForForForElect Director Debra L. Reed-Klages 1.10
Mgmt ForForForElect Director James D. Taiclet 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH AgainstReferAgainstReport on Human Rights Due Diligence 5
Peoples Bancorp Inc.
Meeting Date: 04/22/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 709789101
Ticker: PEBO
Shares Voted: 7,352
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Tara M. Abraham Mgmt For For For
Mgmt ForForForElect Director S. Craig Beam 1.2
Mgmt ForForForElect Director George W. Broughton 1.3
Mgmt ForForForElect Director David F. Dierker 1.4
Mgmt ForForForElect Director James S. Huggins 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Peoples Bancorp Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Brooke W. James 1.6
Mgmt ForForForElect Director Susan D. Rector 1.7
Mgmt ForForForElect Director Charles W. Sulerzyski 1.8
Mgmt ForForForElect Director Michael N. Vittorio 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Pfizer Inc.
Meeting Date: 04/22/2021
Record Date: 02/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 717081103
Ticker: PFE
Shares Voted: 8,498,353
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ronald E. Blaylock Mgmt For For For
Mgmt ForForForElect Director Albert Bourla 1.2
Mgmt ForForForElect Director Susan Desmond-Hellmann 1.3
Mgmt ForForForElect Director Joseph J. Echevarria 1.4
Mgmt ForForForElect Director Scott Gottlieb 1.5
Mgmt ForForForElect Director Helen H. Hobbs 1.6
Mgmt ForForForElect Director Susan Hockfield 1.7
Mgmt ForForForElect Director Dan R. Littman 1.8
Mgmt ForForForElect Director Shantanu Narayen 1.9
Mgmt ForForForElect Director Suzanne Nora Johnson 1.10
Mgmt ForForForElect Director James Quincey 1.11
Mgmt ForForForElect Director James C. Smith 1.12
Mgmt ForForForRatify KPMG LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstRequire Independent Board Chair 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Pfizer Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstAgainstAgainstReport on Political Contributions and Expenditures
5
SH AgainstReferAgainstReport on Access to COVID-19 Products 6
Rexel SA
Meeting Date: 04/22/2021
Record Date: 04/20/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F7782J366
Ticker: RXL
Shares Voted: 419,012
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Treatment of Losses and Dividends of EUR 0.46 per Share
3
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
4
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
5
Mgmt ForForForApprove Remuneration Policy of Directors 6
Mgmt ForForForApprove Remuneration Policy of CEO 7
Mgmt ForForForApprove Compensation Report of Corporate Officers
8
Mgmt ForForForApprove Compensation of Ian Meakins, Chairman of the Board
9
Mgmt ForForForApprove Compensation of Patrick Berard, CEO 10
Mgmt ForForForReelect Francois Henrot as Director 11
Mgmt ForForForReelect Marcus Alexanderson as Director 12
Mgmt ForForForReelect Maria Richter as Director 13
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
14
MgmtExtraordinary Business
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Rexel SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
15
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 720 Million
16
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 140 Million
17
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 140 Million
18
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18
19
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
20
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
21
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans for International Employees
22
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value
23
Mgmt ForForForAmend Articles 14, 28 and 30 of Bylaws to Comply with Legal Changes
24
MgmtOrdinary Business
Mgmt ForForForApprove Remuneration Policy of Guillaume Texier, CEO
25
Mgmt ForForForElect Guillaume Texier as Director 26
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
27
Schweitzer-Mauduit International, Inc.
Meeting Date: 04/22/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 808541106
Ticker: SWM
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Schweitzer-Mauduit International, Inc.
Shares Voted: 865,278
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kimberly E. Ritrievi Mgmt For For For
Mgmt ForForForElect Director John D. Rogers 1.2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SVB Financial Group
Meeting Date: 04/22/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78486Q101
Ticker: SIVB
Shares Voted: 957
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Greg Becker Mgmt For For For
Mgmt ForForForElect Director Eric Benhamou 1.2
Mgmt ForForForElect Director John Clendening 1.3
Mgmt ForForForElect Director Richard Daniels 1.4
Mgmt ForForForElect Director Alison Davis 1.5
Mgmt ForForForElect Director Roger Dunbar 1.6
Mgmt ForForForElect Director Joel Friedman 1.7
Mgmt ForForForElect Director Jeffrey Maggioncalda 1.8
Mgmt ForForForElect Director Beverly Kay Matthews 1.9
Mgmt ForForForElect Director Mary Miller 1.10
Mgmt ForForForElect Director Kate Mitchell 1.11
Mgmt ForForForElect Director Garen Staglin 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Texas Instruments Incorporated
Meeting Date: 04/22/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 882508104
Ticker: TXN
Shares Voted: 23
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mark A. Blinn Mgmt For For For
Mgmt ForForForElect Director Todd M. Bluedorn 1b
Mgmt ForForForElect Director Janet F. Clark 1c
Mgmt ForForForElect Director Carrie S. Cox 1d
Mgmt ForForForElect Director Martin S. Craighead 1e
Mgmt ForForForElect Director Jean M. Hobby 1f
Mgmt ForForForElect Director Michael D. Hsu 1g
Mgmt ForForForElect Director Ronald Kirk 1h
Mgmt ForForForElect Director Pamela H. Patsley 1i
Mgmt ForForForElect Director Robert E. Sanchez 1j
Mgmt ForForForElect Director Richard K. Templeton 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstProvide Right to Act by Written Consent 4
The AES Corporation
Meeting Date: 04/22/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00130H105
Ticker: AES
Shares Voted: 400,620
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Janet G. Davidson Mgmt For For For
Mgmt ForForForElect Director Andres R. Gluski 1.2
Mgmt ForForForElect Director Tarun Khanna 1.3
Mgmt ForForForElect Director Holly K. Koeppel 1.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The AES Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Julia M. Laulis 1.5
Mgmt ForForForElect Director James H. Miller 1.6
Mgmt ForForForElect Director Alain Monie 1.7
Mgmt ForForForElect Director John B. Morse, Jr. 1.8
Mgmt ForForForElect Director Moises Naim 1.9
Mgmt ForForForElect Director Teresa M. Sebastian 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstAgainstRequire Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors
4
Webster Financial Corporation
Meeting Date: 04/22/2021
Record Date: 02/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 947890109
Ticker: WBS
Shares Voted: 6,473
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director William L. Atwell Mgmt For For For
Mgmt ForForForElect Director John R. Ciulla 1b
Mgmt ForForForElect Director Elizabeth E. Flynn 1c
Mgmt ForForForElect Director E. Carol Hayles 1d
Mgmt ForForForElect Director Linda H. Ianieri 1e
Mgmt ForForForElect Director Laurence C. Morse 1f
Mgmt ForForForElect Director Karen R. Osar 1g
Mgmt ForForForElect Director Mark Pettie 1h
Mgmt ForForForElect Director Lauren C. States 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Abbott Laboratories
Meeting Date: 04/23/2021
Record Date: 02/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 002824100
Ticker: ABT
Shares Voted: 29,073
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For For
Mgmt ForForForElect Director Roxanne S. Austin 1.2
Mgmt ForForForElect Director Sally E. Blount 1.3
Mgmt ForForForElect Director Robert B. Ford 1.4
Mgmt ForForForElect Director Michelle A. Kumbier 1.5
Mgmt ForForForElect Director Darren W. McDew 1.6
Mgmt ForForForElect Director Nancy McKinstry 1.7
Mgmt ForForForElect Director William A. Osborn 1.8
Mgmt ForForForElect Director Michael F. Roman 1.9
Mgmt ForForForElect Director Daniel J. Starks 1.10
Mgmt ForForForElect Director John G. Stratton 1.11
Mgmt ForForForElect Director Glenn F. Tilton 1.12
Mgmt ForForForElect Director Miles D. White 1.13
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAdopt Majority Voting Standard for Amendments of the Articles of Incorporation and Effect Other Ministerial Changes
4a
Mgmt ForForForAdopt Majority Voting Standard for Certain Extraordinary Transactions
4b
SH AgainstReferAgainstReport on Lobbying Payments and Policy 5
SH AgainstAgainstAgainstReport on Racial Justice 6
SH ForForAgainstRequire Independent Board Chair 7
Alleghany Corporation
Meeting Date: 04/23/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 017175100
Ticker: Y
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Alleghany Corporation
Shares Voted: 142,484
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Phillip M. Martineau Mgmt For For For
Mgmt ForForForElect Director Raymond L.M. Wong 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditor 3
BDO Unibank, Inc.
Meeting Date: 04/23/2021
Record Date: 03/02/2021
Country: Philippines
Meeting Type: Annual
Primary Security ID: Y07775102
Ticker: BDO
Shares Voted: 465,040
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Minutes of Previous Stockholders' Meeting held on June 16, 2020
Mgmt For For For
Mgmt ForForForApprove Audited Financial Statements of BDO as of December 31, 2020
2
Mgmt ForForForApprove and Ratify All Acts of the Board of Directors, Board Committees and Management During Their Terms of Office
3
MgmtElect 11 Directors by Cumulative Voting
Mgmt ForForForElect Christopher A. Bell-Knight as Director 4.1
Mgmt ForForForElect Jesus A. Jacinto, Jr. as Director 4.2
Mgmt WithholdWithholdForElect Teresita T. Sy as Director 4.3
Mgmt ForForForElect Josefina N. Tan as Director 4.4
Mgmt ForForForElect Nestor V. Tan as Director 4.5
Mgmt ForForForElect George T. Barcelon as Director 4.6
Mgmt ForForForElect Jose F. Buenaventura as Director 4.7
Mgmt ForForForElect Jones M. Castro, Jr. as Director 4.8
Mgmt ForForForElect Vicente S. Perez, Jr. as Director 4.9
Mgmt ForForForElect Dioscoro I. Ramos as Director 4.10
Mgmt ForForForElect Gilberto C. Teodoro, Jr. as Director 4.11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BDO Unibank, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Amendments to Sections 10 and 16 of BDO's By-Laws Following the Recommendations of the Bangko Sentral ng Pilipinas
5
Mgmt ForForForAppoint External Auditor 6
Mgmt AgainstAgainstForApprove Other Matters 7
CenterPoint Energy, Inc.
Meeting Date: 04/23/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 15189T107
Ticker: CNP
Shares Voted: 7,904,579
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Leslie D. Biddle Mgmt For For For
Mgmt ForForForElect Director Milton Carroll 1b
Mgmt ForForForElect Director Wendy Montoya Cloonan 1c
Mgmt ForForForElect Director Earl M. Cummings 1d
Mgmt ForForForElect Director David J. Lesar 1e
Mgmt ForForForElect Director Martin H. Nesbitt 1f
Mgmt ForForForElect Director Theodore F. Pound 1g
Mgmt ForForForElect Director Phillip R. Smith 1h
Mgmt ForForForElect Director Barry T. Smitherman 1i
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
FIBRA Macquarie Mexico
Meeting Date: 04/23/2021
Record Date: 04/15/2021
Country: Mexico
Meeting Type: Annual
Primary Security ID: P3515D155
Ticker: FIBRAMQ12
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
FIBRA Macquarie Mexico
Shares Voted: 1,368,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Ordinary Meeting for Holders of REITs - ISIN MXCFFI0U0002
Mgmt
Mgmt ForForForApprove Audited Financial Statements 1
Mgmt ForForForApprove Annual Report 2
Mgmt ForForForExtend Share Repurchase for Additional Year; Set Maximum Amount for Share Repurchase
3
Mgmt ForForForApprove Multi-Value Program of Issuance of CBFIs and Long and or Short-Term Debt Certificates (Cebures); Set Form and Terms of Issuance of Preventively Registered CBFIs and Cebures will be Carried out via Public or Private Offers in or outside Mexico
4
Mgmt ForForForApprove Increase in Indebtedness 5
Mgmt AgainstAgainstForRatify Juan Antonio Salazar Rigal as Independent Member of Technical Committee
6
Mgmt AgainstAgainstForRatify Alvaro de Garay Arellano as Independent Member of Technical Committee
7
Mgmt AgainstAgainstForRatify Luis Alberto Aziz Checa as Independent Member of Technical Committee
8
Mgmt AgainstAgainstForRatify Jaime de la Garza as Independent Member of Technical Committee
9
Mgmt AgainstAgainstForRatify Michael Brennan as Independent Member of Technical Committee
10
Mgmt ForForForAuthorize Board to Ratify and Execute Approved Resolutions
11
L3Harris Technologies, Inc.
Meeting Date: 04/23/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 502431109
Ticker: LHX
Shares Voted: 164,746
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sallie B. Bailey Mgmt For For For
Mgmt ForForForElect Director William M. Brown 1b
Mgmt ForForForElect Director Peter W. Chiarelli 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
L3Harris Technologies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Thomas A. Corcoran 1d
Mgmt ForForForElect Director Thomas A. Dattilo 1e
Mgmt ForForForElect Director Roger B. Fradin 1f
Mgmt ForForForElect Director Lewis Hay, III 1g
Mgmt ForForForElect Director Lewis Kramer 1h
Mgmt ForForForElect Director Christopher E. Kubasik 1i
Mgmt ForForForElect Director Rita S. Lane 1j
Mgmt ForForForElect Director Robert B. Millard 1k
Mgmt ForForForElect Director Lloyd W. Newton 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Metso Outotec Oyj
Meeting Date: 04/23/2021
Record Date: 04/13/2021
Country: Finland
Meeting Type: Annual
Primary Security ID: X5404W104
Ticker: MOCORP
Shares Voted: 1,344,916
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting Mgmt
MgmtCall the Meeting to Order 2
MgmtDesignate Inspector or Shareholder Representative(s) of Minutes of Meeting
3
MgmtAcknowledge Proper Convening of Meeting 4
MgmtPrepare and Approve List of Shareholders 5
MgmtReceive Financial Statements and Statutory Reports
6
Mgmt ForForForAccept Financial Statements and Statutory Reports
7
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 0.20 Per Share
8
Mgmt ForForForApprove Discharge of Board and President 9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Metso Outotec Oyj
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForApprove Remuneration Report (Advisory Vote)
10
Mgmt ForForForApprove Remuneration of Directors in the Amount of EUR 150,000 for Chairman, EUR 80,000 for Vice Chairman, and EUR 65,000 for Other Directors; Approve Meeting Fees; Approve Remuneration for Committee Work
11
Mgmt ForForForFix Number of Directors at Seven 12
Mgmt ForForForReelect Klaus Cawen (Vice Chair), Christer Gardell, Antti Makinen, Ian W. Pearce, Kari Stadigh (Chair), Emanuela Speranza and Arja Talma as Directors
13
Mgmt ForForForApprove Remuneration of Auditors 14
Mgmt ForForForRatify Ernst & Young as Auditors 15
Mgmt ForForForAuthorize Share Repurchase Program 16
Mgmt ForForForApprove Issuance of up to 82 Million Shares without Preemptive Rights
17
MgmtClose Meeting 18
PPD, Inc.
Meeting Date: 04/23/2021
Record Date: 02/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 69355F102
Ticker: PPD
Shares Voted: 758,474
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Stephen Ensley Mgmt For For For
Mgmt ForForForElect Director Maria Teresa Hilado 1.2
Mgmt ForForForElect Director David Simmons 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify Deloitte & Touche as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sberbank Russia PJSC
Meeting Date: 04/23/2021
Record Date: 03/23/2021
Country: Russia
Meeting Type: Annual
Primary Security ID: X76317100
Ticker: SBER
Shares Voted: 89,443
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR/GDR Holders Mgmt
Mgmt ForForForApprove Annual Report 1
Mgmt ForForForApprove Allocation of Income and Dividends of RUB 18.70 per Ordinary Share and RUB 18.70 per Preferred Share
2
Mgmt ForForForRatify PricewaterhouseCoopers as Auditor 3
MgmtElect 14 Directors by Cumulative Voting
Mgmt ForForNoneElect Esko Tapani Aho as Director 4.1
Mgmt ForForNoneElect Natalie Alexandra Braginsky Mounier as Director
4.2
Mgmt AgainstAgainstNoneElect Herman Gref as Director 4.3
Mgmt AgainstAgainstNoneElect Bella Zlatkis as Director 4.4
Mgmt AgainstAgainstNoneElect Sergei Ignatev as Director 4.5
Mgmt AgainstAgainstNoneElect Mikhail Kovalchuk as Director 4.6
Mgmt AgainstAgainstNoneElect Vladimir Kolychev as Director 4.7
Mgmt ForForNoneElect Nikolai Kudriavtsev as Director 4.8
Mgmt ForForNoneElect Aleksandr Kuleshov as Director 4.9
Mgmt AgainstAgainstNoneElect Gennadii Melikian as Director 4.10
Mgmt AgainstAgainstNoneElect Maksim Oreshkin as Director 4.11
Mgmt AgainstAgainstNoneElect Anton Siluanov as Director 4.12
Mgmt AgainstAgainstNoneElect Dmitrii Chernyshenko as Director 4.13
Mgmt AgainstAgainstNoneElect Nadya Wells as Director 4.14
Mgmt ForForForApprove New Edition of Charter 5
Mgmt ForForForApprove Related-Party Transaction Re: Liability Insurance for Directors, Executives, and Company
6
Mgmt ForForForApprove Remuneration of Directors 7
Mgmt ForForForAmend Regulations on Remuneration of Directors
8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Unisys Corporation
Meeting Date: 04/23/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 909214306
Ticker: UIS
Shares Voted: 1,584,176
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Peter A. Altabef Mgmt For For For
Mgmt ForForForElect Director Jared L. Cohon 1b
Mgmt ForForForElect Director Nathaniel A. Davis 1c
Mgmt ForForForElect Director Matthew J. Desch 1d
Mgmt ForForForElect Director Denise K. Fletcher 1e
Mgmt ForForForElect Director Philippe Germond 1f
Mgmt AgainstAgainstForElect Director Lisa A. Hook 1g
Mgmt ForForForElect Director Deborah Lee James 1h
Mgmt ForForForElect Director Paul E. Martin 1i
Mgmt ForForForElect Director Regina Paolillo 1j
Mgmt ForForForElect Director Lee D. Roberts 1k
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
ING Groep NV
Meeting Date: 04/26/2021
Record Date: 03/29/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N4578E595
Ticker: INGA
Shares Voted: 1,834,609
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Report of Executive Board (Non-Voting)
2A
MgmtReceive Announcements on Sustainability 2B
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ING Groep NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtReceive Report of Supervisory Board (Non-Voting)
2C
Mgmt ForForForApprove Remuneration Report 2D
Mgmt ForForForAdopt Financial Statements and Statutory Reports
2E
MgmtReceive Explanation on Profit Retention and Distribution Policy
3A
Mgmt ForForForApprove Dividends of EUR 0.12 Per Share 3B
Mgmt ForForForApprove Discharge of Executive Board 4A
Mgmt ForForForApprove Discharge of Supervisory Board 4B
Mgmt ForForForApprove Increase Maximum Ratio Between Fixed and Variable Components of Remuneration
5
Mgmt ForForForAmend Articles Re: Implementation of the Dutch Management and Supervision of Legal Entities Act
6
Mgmt ForForForReelect Steven van Rijswijk to Executive Board
7A
Mgmt ForForForElect Ljiljana Cortan to Executive Board 7B
Mgmt ForForForReelect Hans Wijers to Supervisory Board 8A
Mgmt ForForForReelect Margarete Haase to Supervisory Board
8B
Mgmt ForForForElect Lodewijk Hijmans van den Bergh to Supervisory Board
8C
Mgmt ForForForGrant Board Authority to Issue Shares 9A
Mgmt ForForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Restricting/Excluding Preemptive Rights
9B
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
10
Public Storage
Meeting Date: 04/26/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74460D109
Ticker: PSA
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Public Storage
Shares Voted: 14
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ronald L. Havner, Jr. Mgmt For For For
Mgmt ForForForElect Director Tamara Hughes Gustavson 1b
Mgmt ForForForElect Director Leslie S. Heisz 1c
Mgmt ForForForElect Director Michelle (Meka) Millstone-Shroff
1d
Mgmt ForForForElect Director Shankh S. Mitra 1e
Mgmt ForForForElect Director David J. Neithercut 1f
Mgmt ForForForElect Director Rebecca Owen 1g
Mgmt ForForForElect Director Kristy M. Pipes 1h
Mgmt ForForForElect Director Avedick B. Poladian 1i
Mgmt ForForForElect Director John Reyes 1j
Mgmt ForForForElect Director Joseph D. Russell, Jr. 1k
Mgmt ForForForElect Director Tariq M. Shaukat 1l
Mgmt ForForForElect Director Ronald P. Spogli 1m
Mgmt ForForForElect Director Paul S. Williams 1n
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForEliminate Cumulative Voting 5
Raytheon Technologies Corporation
Meeting Date: 04/26/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 75513E101
Ticker: RTX
Shares Voted: 106
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Tracy A. Atkinson Mgmt For For For
Mgmt ForForForElect Director Gregory J. Hayes 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Raytheon Technologies Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Thomas A. Kennedy 1c
Mgmt ForForForElect Director Marshall O. Larsen 1d
Mgmt ForForForElect Director George R. Oliver 1e
Mgmt ForForForElect Director Robert K. (Kelly) Ortberg 1f
Mgmt ForForForElect Director Margaret L. O'Sullivan 1g
Mgmt ForForForElect Director Dinesh C. Paliwal 1h
Mgmt ForForForElect Director Ellen M. Pawlikowski 1i
Mgmt ForForForElect Director Denise L. Ramos 1j
Mgmt ForForForElect Director Fredric G. Reynolds 1k
Mgmt ForForForElect Director Brian C. Rogers 1l
Mgmt ForForForElect Director James A. Winnefeld, Jr. 1m
Mgmt AgainstAgainstForElect Director Robert O. Work 1n
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForApprove Executive Incentive Bonus Plan 4
Mgmt ForForForAmend Omnibus Stock Plan 5
SH ForForAgainstAmend Proxy Access Right 6
Altra Industrial Motion Corp.
Meeting Date: 04/27/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 02208R106
Ticker: AIMC
Shares Voted: 883,771
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Carl R. Christenson Mgmt For For For
Mgmt ForForForElect Director Lyle G. Ganske 1.2
Mgmt ForForForElect Director J. Scott Hall 1.3
Mgmt WithholdWithholdForElect Director Nicole Parent Haughey 1.4
Mgmt WithholdWithholdForElect Director Margot L. Hoffman 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Altra Industrial Motion Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt WithholdWithholdForElect Director Thomas W. Swidarski 1.6
Mgmt ForForForElect Director James H. Woodward, Jr. 1.7
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Bausch Health Companies Inc.
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 071734107
Ticker: BHC
Shares Voted: 46,897
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Richard U. De Schutter Mgmt For For For
Mgmt ForForForElect Director D. Robert Hale 1b
Mgmt ForForForElect Director Brett Icahn 1c
Mgmt ForForForElect Director Argeris (Jerry) N. Karabelas 1d
Mgmt WithholdWithholdForElect Director Sarah B. Kavanagh 1e
Mgmt ForForForElect Director Steven D. Miller 1f
Mgmt ForForForElect Director Joseph C. Papa 1g
Mgmt ForForForElect Director John A. Paulson 1h
Mgmt WithholdWithholdForElect Director Robert N. Power 1i
Mgmt WithholdWithholdForElect Director Russel C. Robertson 1j
Mgmt WithholdWithholdForElect Director Thomas W. Ross, Sr. 1k
Mgmt ForForForElect Director Andrew C. von Eschenbach 1l
Mgmt ForForForElect Director Amy B. Wechsler 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Brixmor Property Group Inc.
Meeting Date: 04/27/2021
Record Date: 02/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 11120U105
Ticker: BRX
Shares Voted: 25,878
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director James M. Taylor, Jr. Mgmt For For For
Mgmt ForForForElect Director John G. Schreiber 1.2
Mgmt ForForForElect Director Michael Berman 1.3
Mgmt ForForForElect Director Julie Bowerman 1.4
Mgmt ForForForElect Director Sheryl M. Crosland 1.5
Mgmt ForForForElect Director Thomas W. Dickson 1.6
Mgmt ForForForElect Director Daniel B. Hurwitz 1.7
Mgmt ForForForElect Director William D. Rahm 1.8
Mgmt ForForForElect Director Gabrielle Sulzberger 1.9
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Centene Corporation
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 15135B101
Ticker: CNC
Shares Voted: 1,282,556
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jessica L. Blume Mgmt For For For
Mgmt ForForForElect Director Frederick H. Eppinger 1b
Mgmt ForForForElect Director David L. Steward 1c
Mgmt ForForForElect Director William L. Trubeck 1d
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Centene Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForEliminate Supermajority Vote Requirement 5
SH ForForForDeclassify the Board of Directors 6
Charter Communications, Inc.
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 16119P108
Ticker: CHTR
Shares Voted: 218,140
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director W. Lance Conn Mgmt For Against Against
Mgmt ForForForElect Director Kim C. Goodman 1b
Mgmt AgainstAgainstForElect Director Craig A. Jacobson 1c
Mgmt AgainstAgainstForElect Director Gregory B. Maffei 1d
Mgmt AgainstAgainstForElect Director John D. Markley, Jr. 1e
Mgmt ForForForElect Director David C. Merritt 1f
Mgmt AgainstAgainstForElect Director James E. Meyer 1g
Mgmt AgainstAgainstForElect Director Steven A. Miron 1h
Mgmt ForForForElect Director Balan Nair 1i
Mgmt AgainstAgainstForElect Director Michael A. Newhouse 1j
Mgmt AgainstAgainstForElect Director Mauricio Ramos 1k
Mgmt ForForForElect Director Thomas M. Rutledge 1l
Mgmt AgainstAgainstForElect Director Eric L. Zinterhofer 1m
Mgmt ForForForRatify KPMG LLP as Auditors 2
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 3
SH ForForAgainstRequire Independent Board Chair 4
SH ForForAgainstPublish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts
5
SH ForReferAgainstReport on Greenhouse Gas Emissions Disclosure
6
SH ForForAgainstAdopt Policy to Annually Disclose EEO-1 Data 7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Citigroup Inc.
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 172967424
Ticker: C
Shares Voted: 5,991,884
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ellen M. Costello Mgmt For For For
Mgmt ForForForElect Director Grace E. Dailey 1b
Mgmt ForForForElect Director Barbara J. Desoer 1c
Mgmt ForForForElect Director John C. Dugan 1d
Mgmt ForForForElect Director Jane N. Fraser 1e
Mgmt ForForForElect Director Duncan P. Hennes 1f
Mgmt ForForForElect Director Peter B. Henry 1g
Mgmt ForForForElect Director S. Leslie Ireland 1h
Mgmt ForForForElect Director Lew W. (Jay) Jacobs, IV 1i
Mgmt ForForForElect Director Renee J. James 1j
Mgmt ForForForElect Director Gary M. Reiner 1k
Mgmt ForForForElect Director Diana L. Taylor 1l
Mgmt ForForForElect Director James S. Turley 1m
Mgmt ForForForElect Director Deborah C. Wright 1n
Mgmt ForForForElect Director Alexander R. Wynaendts 1o
Mgmt ForForForElect Director Ernesto Zedillo Ponce de Leon 1p
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
SH ForForAgainstAmend Proxy Access Right 5
SH ForForAgainstRequire Independent Board Chair 6
SH AgainstAgainstAgainstAdopt a Policy to Include Non-Management Employees as Prospective Director Candidates
7
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 8
SH AgainstAgainstAgainstReport on Racial Equity Audit 9
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cousins Properties Incorporated
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 222795502
Ticker: CUZ
Shares Voted: 1,899,776
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Charles T. Cannada Mgmt For Against Against
Mgmt ForForForElect Director Robert M. Chapman 1b
Mgmt ForForForElect Director M. Colin Connolly 1c
Mgmt ForForForElect Director Scott W. Fordham 1d
Mgmt AgainstAgainstForElect Director Lillian C. Giornelli 1e
Mgmt AgainstAgainstForElect Director R. Kent Griffin, Jr. 1f
Mgmt AgainstAgainstForElect Director Donna W. Hyland 1g
Mgmt ForForForElect Director R. Dary Stone 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
DNB ASA
Meeting Date: 04/27/2021
Record Date: 04/20/2021
Country: Norway
Meeting Type: Annual
Primary Security ID: R1640U124
Ticker: DNB
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting; Elect Chairman of Meeting Mgmt
Mgmt Do Not Vote
ForForApprove Notice of Meeting and Agenda 2
Mgmt Do Not Vote
ForForDesignate Inspector(s) of Minutes of Meeting 3
Mgmt Do Not Vote
ForForAccept Financial Statements and Statutory Reports
4
Mgmt Do Not Vote
ForForAuthorize Board to Distribute Dividends 5
Mgmt Do Not Vote
ForForAuthorize Share Repurchase Program 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
DNB ASA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
ForForApprove Remuneration Statement (Advisory) 7a
Mgmt Do Not Vote
ForForApprove Remuneration Policy And Other Terms of Employment For Executive Management (Binding)
7b
Mgmt Do Not Vote
ForForApprove Company's Corporate Governance Statement
8
Mgmt Do Not Vote
ForForApprove Remuneration of Auditors 9
MgmtShareholder Proposal Submitted by the DNB Savings Bank Foundation
SH Do Not Vote
ForNoneConsultative Vote on the Future Design of a Rule in the Articles Regarding the Number ofShareholder-Elected Members of the Board of Directors
10
MgmtManagement Proposals
Mgmt Do Not Vote
ForForElect Directors, effective from the Merger Date
11a
Mgmt Do Not Vote
ForForElect Directors until the Merger Date 11b
Mgmt Do Not Vote
ForForApprove Remuneration of Directors and Nominating Committee
12
Exelon Corporation
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 30161N101
Ticker: EXC
Shares Voted: 48
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Anthony Anderson Mgmt For For For
Mgmt ForForForElect Director Ann Berzin 1b
Mgmt ForForForElect Director Laurie Brlas 1c
Mgmt ForForForElect Director Marjorie Rodgers Cheshire 1d
Mgmt ForForForElect Director Christopher Crane 1e
Mgmt ForForForElect Director Yves de Balmann 1f
Mgmt ForForForElect Director Linda Jojo 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Exelon Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Paul Joskow 1h
Mgmt ForForForElect Director Robert Lawless 1i
Mgmt ForForForElect Director John Richardson 1j
Mgmt ForForForElect Director Mayo Shattuck, III 1k
Mgmt ForForForElect Director John Young 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH AgainstAgainstAgainstReport on Child Labor Audit 4
First Citizens BancShares, Inc.
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 31946M103
Ticker: FCNCA
Shares Voted: 23,181
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John M. Alexander, Jr. Mgmt For For For
Mgmt WithholdWithholdForElect Director Victor E. Bell, III 1.2
Mgmt ForForForElect Director Peter M. Bristow 1.3
Mgmt ForForForElect Director Hope H. Bryant 1.4
Mgmt WithholdWithholdForElect Director H. Lee Durham, Jr. 1.5
Mgmt ForForForElect Director Daniel L. Heavner 1.6
Mgmt ForForForElect Director Frank B. Holding, Jr. 1.7
Mgmt ForForForElect Director Robert R. Hoppe 1.8
Mgmt ForForForElect Director Floyd L. Keels 1.9
Mgmt WithholdWithholdForElect Director Robert E. Mason, IV 1.10
Mgmt WithholdWithholdForElect Director Robert T. Newcomb 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
First Horizon Corporation
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 320517105
Ticker: FHN
Shares Voted: 893,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Harry V. Barton, Jr. Mgmt For For For
Mgmt ForForForElect Director Kenneth A. Burdick 1.2
Mgmt ForForForElect Director Daryl G. Byrd 1.3
Mgmt ForForForElect Director John N. Casbon 1.4
Mgmt ForForForElect Director John C. Compton 1.5
Mgmt ForForForElect Director Wendy P. Davidson 1.6
Mgmt ForForForElect Director William H. Fenstermaker 1.7
Mgmt ForForForElect Director D. Bryan Jordan 1.8
Mgmt ForForForElect Director J. Michael Kemp, Sr. 1.9
Mgmt ForForForElect Director Rick E. Maples 1.10
Mgmt ForForForElect Director Vicki R. Palmer 1.11
Mgmt ForForForElect Director Colin V. Reed 1.12
Mgmt ForForForElect Director E. Stewart Shea, III 1.13
Mgmt ForForForElect Director Cecelia D. Stewart 1.14
Mgmt ForForForElect Director Rajesh Subramaniam 1.15
Mgmt ForForForElect Director Rosa Sugranes 1.16
Mgmt ForForForElect Director R. Eugene Taylor 1.17
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify KPMG LLP as Auditors 4
FMC Corporation
Meeting Date: 04/27/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 302491303
Ticker: FMC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
FMC Corporation
Shares Voted: 1,847,478
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Pierre Brondeau Mgmt For For For
Mgmt ForForForElect Director Eduardo E. Cordeiro 1b
Mgmt ForForForElect Director Carol Anthony (John) Davidson 1c
Mgmt ForForForElect Director Mark Douglas 1d
Mgmt ForForForElect Director C. Scott Greer 1e
Mgmt ForForForElect Director K'Lynne Johnson 1f
Mgmt ForForForElect Director Dirk A. Kempthorne 1g
Mgmt ForForForElect Director Paul J. Norris 1h
Mgmt ForForForElect Director Margareth Ovrum 1i
Mgmt ForForForElect Director Robert C. Pallash 1j
Mgmt ForForForElect Director Vincent R. Volpe, Jr. 1k
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Hanesbrands Inc.
Meeting Date: 04/27/2021
Record Date: 02/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 410345102
Ticker: HBI
Shares Voted: 1,071,761
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cheryl K. Beebe Mgmt For For For
Mgmt ForForForElect Director Stephen B. Bratspies 1b
Mgmt ForForForElect Director Geralyn R. Breig 1c
Mgmt ForForForElect Director Bobby J. Griffin 1d
Mgmt ForForForElect Director James C. Johnson 1e
Mgmt ForForForElect Director Franck J. Moison 1f
Mgmt ForForForElect Director Robert F. Moran 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hanesbrands Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Ronald L. Nelson 1h
Mgmt ForForForElect Director Ann E. Ziegler 1i
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Itau Unibanco Holding SA
Meeting Date: 04/27/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P5968U113
Ticker: ITUB4
Shares Voted: 268,800
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for Preferred Shareholders Mgmt
Mgmt ForForNoneAs a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
1
Mgmt ForForNoneIn Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes?
2
SH ForForNoneElect Artemio Bertholini as Fiscal Council Member and Rene Guimaraes Andrich as Alternate Appointed by Preferred Shareholder
3
Luther Burbank Corporation
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 550550107
Ticker: LBC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Luther Burbank Corporation
Shares Voted: 10,826
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Victor S. Trione Mgmt For For For
Mgmt ForForForElect Director Simone Lagomarsino 1.2
Mgmt ForForForElect Director Renu Agrawal 1.3
Mgmt ForForForElect Director John C. Erickson 1.4
Mgmt ForForForElect Director Jack Krouskup 1.5
Mgmt ForForForElect Director Anita Gentle Newcomb 1.6
Mgmt ForForForElect Director Bradley M. Shuster 1.7
Mgmt ForForForElect Director Thomas C. Wajnert 1.8
Mgmt ForForForRatify Crowe LLP as Auditors 2
Otis Worldwide Corporation
Meeting Date: 04/27/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 68902V107
Ticker: OTIS
Shares Voted: 1,469,686
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jeffrey H. Black Mgmt For For For
Mgmt ForForForElect Director Kathy Hopinkah Hannan 1b
Mgmt ForForForElect Director Shailesh G. Jejurikar 1c
Mgmt ForForForElect Director Christopher J. Kearney 1d
Mgmt ForForForElect Director Judith F. Marks 1e
Mgmt ForForForElect Director Harold W. McGraw, III 1f
Mgmt ForForForElect Director Margaret M. V. Preston 1g
Mgmt ForForForElect Director Shelley Stewart, Jr. 1h
Mgmt ForForForElect Director John H. Walker 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Otis Worldwide Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
PACCAR Inc
Meeting Date: 04/27/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 693718108
Ticker: PCAR
Shares Voted: 511,377
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark C. Pigott Mgmt For For For
Mgmt AgainstAgainstForElect Director Dame Alison J. Carnwath 1.2
Mgmt AgainstAgainstForElect Director Franklin L. Feder 1.3
Mgmt ForForForElect Director R. Preston Feight 1.4
Mgmt ForForForElect Director Beth E. Ford 1.5
Mgmt ForForForElect Director Kirk S. Hachigian 1.6
Mgmt AgainstAgainstForElect Director Roderick C. McGeary 1.7
Mgmt ForForForElect Director John M. Pigott 1.8
Mgmt ForForForElect Director Ganesh Ramaswamy 1.9
Mgmt ForForForElect Director Mark A. Schulz 1.10
Mgmt AgainstAgainstForElect Director Gregory M. E. Spierkel 1.11
SH ForForAgainstAdopt Simple Majority Vote 2
Regal Beloit Corporation
Meeting Date: 04/27/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 758750103
Ticker: RBC
Shares Voted: 116,950
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jan A. Bertsch Mgmt For For For
Mgmt ForForForElect Director Stephen M. Burt 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Regal Beloit Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Anesa T. Chaibi 1c
Mgmt ForForForElect Director Christopher L. Doerr 1d
Mgmt ForForForElect Director Dean A. Foate 1e
Mgmt ForForForElect Director Michael F. Hilton 1f
Mgmt ForForForElect Director Louis V. Pinkham 1g
Mgmt ForForForElect Director Rakesh Sachdev 1h
Mgmt ForForForElect Director Curtis W. Stoelting 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Starwood Property Trust, Inc.
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 85571B105
Ticker: STWD
Shares Voted: 958,922
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Richard D. Bronson Mgmt For Withhold Withhold
Mgmt ForForForElect Director Jeffrey G. Dishner 1.2
Mgmt ForForForElect Director Camille J. Douglas 1.3
Mgmt ForForForElect Director Solomon J. Kumin 1.4
Mgmt ForForForElect Director Fred Perpall 1.5
Mgmt WithholdWithholdForElect Director Fred S. Ridley 1.6
Mgmt ForForForElect Director Barry S. Sternlicht 1.7
Mgmt WithholdWithholdForElect Director Strauss Zelnick 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Triumph Bancorp, Inc.
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89679E300
Ticker: TBK
Shares Voted: 2,712
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Carlos M. Sepulveda, Jr. Mgmt For For For
Mgmt ForForForElect Director Aaron P. Graft 1.2
Mgmt ForForForElect Director Charles A. Anderson 1.3
Mgmt ForForForElect Director Richard L. Davis 1.4
Mgmt ForForForElect Director Michael P. Rafferty 1.5
Mgmt ForForForElect Director C. Todd Sparks 1.6
Mgmt ForForForElect Director Debra A. Bradford 1.7
Mgmt ForForForElect Director Laura K. Easley 1.8
Mgmt ForForForElect Director Frederick P. Perpall 1.9
Mgmt ForForForElect Director Maribess L. Miller 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Crowe LLP as Auditors 4
Truist Financial Corporation
Meeting Date: 04/27/2021
Record Date: 02/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89832Q109
Ticker: TFC
Shares Voted: 8,165,688
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jennifer S. Banner Mgmt For For For
Mgmt ForForForElect Director K. David Boyer, Jr. 1b
Mgmt ForForForElect Director Agnes Bundy Scanlan 1c
Mgmt ForForForElect Director Anna R. Cablik 1d
Mgmt ForForForElect Director Dallas S. Clement 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Truist Financial Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Paul D. Donahue 1f
Mgmt ForForForElect Director Paul R. Garcia 1g
Mgmt ForForForElect Director Patrick C. Graney, III 1h
Mgmt ForForForElect Director Linnie M. Haynesworth 1i
Mgmt ForForForElect Director Kelly S. King 1j
Mgmt ForForForElect Director Easter A. Maynard 1k
Mgmt ForForForElect Director Donna S. Morea 1l
Mgmt ForForForElect Director Charles A. Patton 1m
Mgmt ForForForElect Director Nido R. Qubein 1n
Mgmt ForForForElect Director David M. Ratcliffe 1o
Mgmt ForForForElect Director William H. Rogers, Jr. 1p
Mgmt ForForForElect Director Frank P. Scruggs, Jr. 1q
Mgmt ForForForElect Director Christine Sears 1r
Mgmt ForForForElect Director Thomas E. Skains 1s
Mgmt ForForForElect Director Bruce L. Tanner 1t
Mgmt ForForForElect Director Thomas N. Thompson 1u
Mgmt ForForForElect Director Steven C. Voorhees 1v
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Washington Trust Bancorp, Inc.
Meeting Date: 04/27/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 940610108
Ticker: WASH
Shares Voted: 3,604
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Constance A. Howes Mgmt For For For
Mgmt ForForForElect Director Joseph J. MarcAurele 1.2
Mgmt ForForForElect Director Edwin J. Santos 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Washington Trust Bancorp, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Lisa M. Stanton 1.4
Mgmt ForForForAuthorize New Class of Preferred Stock 2
Mgmt ForForForRatify Crowe LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Wells Fargo & Company
Meeting Date: 04/27/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 949746101
Ticker: WFC
Shares Voted: 1,098,022
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Steven D. Black Mgmt For For For
Mgmt ForForForElect Director Mark A. Chancy 1b
Mgmt ForForForElect Director Celeste A. Clark 1c
Mgmt ForForForElect Director Theodore F. Craver, Jr. 1d
Mgmt ForForForElect Director Wayne M. Hewett 1e
Mgmt ForForForElect Director Maria R. Morris 1f
Mgmt ForForForElect Director Charles H. Noski 1g
Mgmt ForForForElect Director Richard B. Payne, Jr. 1h
Mgmt ForForForElect Director Juan A. Pujadas 1i
Mgmt ForForForElect Director Ronald L. Sargent 1j
Mgmt ForForForElect Director Charles W. Scharf 1k
Mgmt ForForForElect Director Suzanne M. Vautrinot 1l
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
SH ForForAgainstAmend Proxy Access Right 4
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Delaware Public Benefit Corporation
5
SH ForForAgainstReport on Incentive-Based Compensation and Risks of Material Losses
6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Wells Fargo & Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstReferAgainstReport on Racial Equity Audit 7
Ameriprise Financial, Inc.
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03076C106
Ticker: AMP
Shares Voted: 366,709
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James M. Cracchiolo Mgmt For For For
Mgmt ForForForElect Director Dianne Neal Blixt 1b
Mgmt ForForForElect Director Amy DiGeso 1c
Mgmt ForForForElect Director Lon R. Greenberg 1d
Mgmt ForForForElect Director Jeffrey Noddle 1e
Mgmt ForForForElect Director Robert F. Sharpe, Jr. 1f
Mgmt ForForForElect Director Brian T. Shea 1g
Mgmt ForForForElect Director W. Edward Walter, III 1h
Mgmt ForForForElect Director Christopher J. Williams 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Arcos Dorados Holdings Inc.
Meeting Date: 04/28/2021
Record Date: 03/26/2021
Country: Virgin Isl (UK)
Meeting Type: Annual
Primary Security ID: G0457F107
Ticker: ARCO
Shares Voted: 89,196
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Arcos Dorados Holdings Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForRatify E&Y (Pistrelli, Henry Martin y Asociados S.R.L., member firm of Ernst & Young Global) as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt WithholdWithholdForElect Director Woods Staton 3.1
Mgmt WithholdWithholdForElect Director Sergio Alonso 3.2
Mgmt WithholdWithholdForElect Director Francisco Staton 3.3
BorgWarner Inc.
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 099724106
Ticker: BWA
Shares Voted: 81
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Nelda J. Connors Mgmt For For For
Mgmt ForForForElect Director Dennis C. Cuneo 1B
Mgmt ForForForElect Director David S. Haffner 1C
Mgmt ForForForElect Director Michael S. Hanley 1D
Mgmt ForForForElect Director Frederic B. Lissalde 1E
Mgmt ForForForElect Director Paul A. Mascarenas 1F
Mgmt ForForForElect Director Shaun E. McAlmont 1G
Mgmt ForForForElect Director Deborah D. McWhinney 1H
Mgmt ForForForElect Director Alexis P. Michas 1I
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
British American Tobacco plc
Meeting Date: 04/28/2021
Record Date: 04/26/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G1510J102
Ticker: BATS
Shares Voted: 1,993
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForApprove Remuneration Report 2
Mgmt ForForForReappoint KPMG LLP as Auditors 3
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
4
Mgmt ForForForRe-elect Luc Jobin as Director 5
Mgmt ForForForRe-elect Jack Bowles as Director 6
Mgmt ForForForRe-elect Tadeu Marroco as Director 7
Mgmt ForForForRe-elect Sue Farr as Director 8
Mgmt AbstainAbstainForRe-elect Jeremy Fowden as Director 9
Mgmt ForForForRe-elect Dr Marion Helmes as Director 10
Mgmt ForForForRe-elect Holly Keller Koeppel as Director 11
Mgmt ForForForRe-elect Savio Kwan as Director 12
Mgmt ForForForRe-elect Dimitri Panayotopoulos as Director 13
Mgmt ForForForElect Karen Guerra as Director 14
Mgmt ForForForElect Darrell Thomas as Director 15
Mgmt AgainstAgainstForAuthorise Issue of Equity 16
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
17
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 18
Mgmt ForForForAuthorise UK Political Donations and Expenditure
19
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
20
Cigna Corporation
Meeting Date: 04/28/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 125523100
Ticker: CI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cigna Corporation
Shares Voted: 1,906,191
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director David M. Cordani Mgmt For For For
Mgmt ForForForElect Director William J. DeLaney 1b
Mgmt ForForForElect Director Eric J. Foss 1c
Mgmt ForForForElect Director Elder Granger 1d
Mgmt ForForForElect Director Isaiah Harris, Jr. 1e
Mgmt ForForForElect Director George Kurian 1f
Mgmt ForForForElect Director Kathleen M. Mazzarella 1g
Mgmt ForForForElect Director Mark B. McClellan 1h
Mgmt ForForForElect Director John M. Partridge 1i
Mgmt ForForForElect Director Kimberly A. Ross 1j
Mgmt ForForForElect Director Eric C. Wiseman 1k
Mgmt ForForForElect Director Donna F. Zarcone 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForForAgainstProvide Right to Act by Written Consent 5
SH AgainstAgainstAgainstReport on Gender Pay Gap 6
SH AgainstAgainstAgainstDisclose Board Matrix Including Ideological Perspectives
7
Companhia Brasileira de Distribuicao
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P30558103
Ticker: PCAR3
Shares Voted: 48,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Authorize Capitalization of Reserves without Issuance of Shares and Amend Article 4 Accordingly
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Companhia Brasileira de Distribuicao
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForAdd Article 39 Re: Indemnity Provision 2
Mgmt ForForForConsolidate Bylaws 3
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
4
Companhia Brasileira de Distribuicao
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P30558103
Ticker: PCAR3
Shares Voted: 48,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
Mgmt For For For
Mgmt ForForForApprove Allocation of Income and Dividends 2
Mgmt AgainstAgainstForApprove Remuneration of Company's Management and Fiscal Council
3
Mgmt ForForNoneDo You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
4
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
5
Duke Realty Corporation
Meeting Date: 04/28/2021
Record Date: 02/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 264411505
Ticker: DRE
Shares Voted: 853,786
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John P. Case Mgmt For For For
Mgmt ForForForElect Director James B. Connor 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Duke Realty Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Tamara D. Fischer 1c
Mgmt ForForForElect Director Norman K. Jenkins 1d
Mgmt ForForForElect Director Kelly T. Killingsworth 1e
Mgmt ForForForElect Director Melanie R. Sabelhaus 1f
Mgmt ForForForElect Director Peter M. Scott, III 1g
Mgmt ForForForElect Director David P. Stockert 1h
Mgmt ForForForElect Director Chris T. Sultemeier 1i
Mgmt ForForForElect Director Michael E. Szymanczyk 1j
Mgmt ForForForElect Director Warren M. Thompson 1k
Mgmt ForForForElect Director Lynn C. Thurber 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
DuPont de Nemours, Inc.
Meeting Date: 04/28/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 26614N102
Ticker: DD
Shares Voted: 5,036,775
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Amy G. Brady Mgmt For For For
Mgmt ForForForElect Director Edward D. Breen 1b
Mgmt ForForForElect Director Ruby R. Chandy 1c
Mgmt ForForForElect Director Franklin K. Clyburn, Jr. 1d
Mgmt ForForForElect Director Terrence R. Curtin 1e
Mgmt ForForForElect Director Alexander M. Cutler 1f
Mgmt ForForForElect Director Eleuthere I. du Pont 1g
Mgmt ForForForElect Director Luther C. Kissam 1h
Mgmt ForForForElect Director Frederick M. Lowery 1i
Mgmt ForForForElect Director Raymond J. Milchovich 1j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
DuPont de Nemours, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Deanna M. Mulligan 1k
Mgmt ForForForElect Director Steven M. Sterin 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForReduce Ownership Threshold for Shareholders to Call Special Meeting
4
SH ForForAgainstProvide Right to Act by Written Consent 5
SH ForForAgainstAdopt Policy to Annually Disclose EEO-1 Data 6
SH AgainstAgainstAgainstReport on Plastic Pollution 7
Eaton Corporation plc
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G29183103
Ticker: ETN
Shares Voted: 2,710,009
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Craig Arnold Mgmt For For For
Mgmt ForForForElect Director Christopher M. Connor 1b
Mgmt ForForForElect Director Olivier Leonetti 1c
Mgmt ForForForElect Director Deborah L. McCoy 1d
Mgmt ForForForElect Director Silvio Napoli 1e
Mgmt ForForForElect Director Gregory R. Page 1f
Mgmt ForForForElect Director Sandra Pianalto 1g
Mgmt ForForForElect Director Lori J. Ryerkerk 1h
Mgmt ForForForElect Director Gerald B. Smith 1i
Mgmt ForForForElect Director Dorothy C. Thompson 1j
Mgmt ForForForApprove Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Eaton Corporation plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Issue of Equity with Pre-emptive Rights
4
Mgmt ForForForAuthorize Issue of Equity without Pre-emptive Rights
5
Mgmt ForForForAuthorize Share Repurchase of Issued Share Capital
6
First Mid Bancshares, Inc.
Meeting Date: 04/28/2021
Record Date: 03/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 320866106
Ticker: FMBH
Shares Voted: 3,034
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Holly B. Adams (formerly known as Holly A. Bailey)
Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Joseph R. Dively 1.2
Mgmt WithholdWithholdForElect Director Zachary I. Horn 1.3
Mgmt ForForForAmend Omnibus Stock Plan 2
Golden Agri-Resources Ltd
Meeting Date: 04/28/2021
Record Date:
Country: Mauritius
Meeting Type: Annual
Primary Security ID: V39076134
Ticker: E5H
Shares Voted: 1,172,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Adopt Financial Statements and Directors' and Auditors' Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove Directors' Fees 3
Mgmt AgainstAgainstForElect Foo Meng Kee as Director 4
Mgmt ForForForElect Christian GH Gautier De Charnace as Director
5
Mgmt ForForForElect Khemraj Sharma Sewraz as Director 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Golden Agri-Resources Ltd
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Muktar Widjaja as Director 7
Mgmt ForForForApprove Moore Stephens LLP as Auditors and Authorize Board to Fix Their Remuneration
8
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights
9
Mgmt ForForForAuthorize Share Repurchase Program 10
Mgmt ForForForApprove Mandate for Interested Person Transactions
11
HCA Healthcare, Inc.
Meeting Date: 04/28/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 40412C101
Ticker: HCA
Shares Voted: 146,391
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Thomas F. Frist, III Mgmt For For For
Mgmt ForForForElect Director Samuel N. Hazen 1b
Mgmt ForForForElect Director Meg G. Crofton 1c
Mgmt ForForForElect Director Robert J. Dennis 1d
Mgmt ForForForElect Director Nancy-Ann DeParle 1e
Mgmt ForForForElect Director William R. Frist 1f
Mgmt ForForForElect Director Charles O. Holliday, Jr. 1g
Mgmt ForForForElect Director Michael W. Michelson 1h
Mgmt ForForForElect Director Wayne J. Riley 1i
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstAgainstAssess Feasibility of Increasing the Impact of the Company's Performance on Quality Metrics for Senior Executive Compensation
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Healthpeak Properties, Inc.
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 42250P103
Ticker: PEAK
Shares Voted: 709,275
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Brian G. Cartwright Mgmt For For For
Mgmt ForForForElect Director Christine N. Garvey 1b
Mgmt ForForForElect Director R. Kent Griffin, Jr. 1c
Mgmt ForForForElect Director David B. Henry 1d
Mgmt ForForForElect Director Thomas M. Herzog 1e
Mgmt ForForForElect Director Lydia H. Kennard 1f
Mgmt ForForForElect Director Sara G. Lewis 1g
Mgmt ForForForElect Director Katherine M. Sandstrom 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Huntsman Corporation
Meeting Date: 04/28/2021
Record Date: 03/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 447011107
Ticker: HUN
Shares Voted: 511,329
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Peter R. Huntsman Mgmt For For For
Mgmt ForForForElect Director Nolan D. Archibald 1b
Mgmt ForForForElect Director Mary C. Beckerle 1c
Mgmt ForForForElect Director M. Anthony Burns 1d
Mgmt ForForForElect Director Sonia Dula 1e
Mgmt ForForForElect Director Cynthia L. Egan 1f
Mgmt ForForForElect Director Daniele Ferrari 1g
Mgmt ForForForElect Director Robert J. Margetts 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Huntsman Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Jeanne McGovern 1i
Mgmt ForForForElect Director Wayne A. Reaud 1j
Mgmt ForForForElect Director Jan E. Tighe 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH ForForAgainstProvide Right to Act by Written Consent 4
Lantheus Holdings, Inc.
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 516544103
Ticker: LNTH
Shares Voted: 8,831
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Brian Markison Mgmt For For For
Mgmt ForForForElect Director Gary J. Pruden 1.2
Mgmt WithholdWithholdForElect Director James H. Thrall 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Marathon Petroleum Corporation
Meeting Date: 04/28/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 56585A102
Ticker: MPC
Shares Voted: 5,937,169
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Abdulaziz F. Alkhayyal Mgmt For For For
Mgmt ForForForElect Director Jonathan Z. Cohen 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Marathon Petroleum Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michael J. Hennigan 1c
Mgmt ForForForElect Director Frank M. Semple 1d
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForEliminate Supermajority Vote Requirement 5
Mgmt ForForForDeclassify the Board of Directors 6
SH ForForAgainstLimit Accelerated Vesting of Equity Awards Upon a Change in Control
7
Newmont Corporation
Meeting Date: 04/28/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 651639106
Ticker: NEM
Shares Voted: 1,619,473
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Patrick G. Awuah, Jr. Mgmt For For For
Mgmt ForForForElect Director Gregory H. Boyce 1.2
Mgmt ForForForElect Director Bruce R. Brook 1.3
Mgmt ForForForElect Director Maura Clark 1.4
Mgmt ForForForElect Director Matthew Coon Come 1.5
Mgmt ForForForElect Director Jose Manuel Madero 1.6
Mgmt ForForForElect Director Rene Medori 1.7
Mgmt ForForForElect Director Jane Nelson 1.8
Mgmt ForForForElect Director Thomas Palmer 1.9
Mgmt ForForForElect Director Julio M. Quintana 1.10
Mgmt ForForForElect Director Susan N. Story 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Oasis Petroleum Inc.
Meeting Date: 04/28/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 674215207
Ticker: OAS
Shares Voted: 2,971
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Douglas E. Brooks Mgmt For For For
Mgmt ForForForElect Director Samantha Holroyd 1b
Mgmt ForForForElect Director John Jacobi 1c
Mgmt ForForForElect Director N. John Lancaster, Jr. 1d
Mgmt ForForForElect Director Robert McNally 1e
Mgmt ForForForElect Director Cynthia L. Walker 1f
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Persimmon Plc
Meeting Date: 04/28/2021
Record Date: 04/26/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G70202109
Ticker: PSN
Shares Voted: 335,226
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForRe-elect Roger Devlin as Director 3
Mgmt ForForForElect Dean Finch as Director 4
Mgmt ForForForRe-elect Michael Killoran as Director 5
Mgmt ForForForRe-elect Nigel Mills as Director 6
Mgmt ForForForRe-elect Rachel Kentleton as Director 7
Mgmt ForForForRe-elect Simon Litherland as Director 8
Mgmt ForForForRe-elect Joanna Place as Director 9
Mgmt ForForForElect Annemarie Durbin as Director 10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Persimmon Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Andrew Wyllie as Director 11
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 12
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
13
Mgmt ForForForAuthorise Issue of Equity 14
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
15
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 16
Mgmt ForForForAdopt New Articles of Association 17
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
18
RWE AG
Meeting Date: 04/28/2021
Record Date: 03/19/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D6629K109
Ticker: RWE
Shares Voted: 1,844
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtReceive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
1
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 0.85 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5
Mgmt ForForForElect Werner Brandt to the Supervisory Board 6.1
Mgmt ForForForElect Hans Buenting to the Supervisory Board 6.2
Mgmt ForForForElect Ute Gerbaulet to the Supervisory Board 6.3
Mgmt ForForForElect Hans-Peter Keitel to the Supervisory Board
6.4
Mgmt ForForForElect Monika Kircher to the Supervisory Board 6.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
RWE AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Guenther Schartz to the Supervisory Board
6.6
Mgmt ForForForElect Erhard Schipporeit to the Supervisory Board
6.7
Mgmt ForForForElect Ullrich Sierau to the Supervisory Board 6.8
Mgmt ForForForElect Hauke Stars to the Supervisory Board 6.9
Mgmt ForForForElect Helle Valentin to the Supervisory Board 6.10
Mgmt ForForForApprove Remuneration Policy 7
Mgmt ForForForApprove Remuneration of Supervisory Board 8
Mgmt ForForForApprove Creation of EUR 346.2 Million Pool of Capital with Partial Exclusion of Preemptive Rights
9
Mgmt ForForForApprove Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds with Partial Exclusion of Preemptive Rights up to Aggregate Nominal Amount of EUR 5 Billion; Approve Creation of EUR 173.1 Million Pool of Capital to Guarantee Conversion Rights
10
Mgmt ForForForAmend Articles Re: By-elections to the Supervisory Board
11
Mgmt ForForForAmend Articles Re: Election of Chairman and Deputy Chairman of the Supervisory Board
12
Mgmt ForForForAmend Articles Re: Proof of Entitlement 13
Sabre Corporation
Meeting Date: 04/28/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78573M104
Ticker: SABR
Shares Voted: 51,092
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director George Bravante, Jr. Mgmt For For For
Mgmt ForForForElect Director Hervé Couturier 1.2
Mgmt ForForForElect Director Gary Kusin 1.3
Mgmt ForForForElect Director Gail Mandel 1.4
Mgmt ForForForElect Director Sean Menke 1.5
Mgmt ForForForElect Director Phyllis Newhouse 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sabre Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Karl Peterson 1.7
Mgmt ForForForElect Director Zane Rowe 1.8
Mgmt ForForForElect Director Gregg Saretsky 1.9
Mgmt ForForForElect Director John Scott 1.10
Mgmt ForForForElect Director Wendi Sturgis 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForApprove Omnibus Stock Plan 3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 5
Sendas Distribuidora SA
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P8T81L100
Ticker: ASAI3
Shares Voted: 77,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
Mgmt For For For
Mgmt ForForForApprove Allocation of Income and Dividends 2
Mgmt ForForForRectify Remuneration of Company's Management and Fiscal Council for 2021
3
Mgmt ForForNoneDo You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
4
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
5
Sendas Distribuidora SA
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P8T81L100
Ticker: ASAI3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sendas Distribuidora SA
Shares Voted: 77,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Article 43 Re: Indemnity Provision Mgmt For Against Against
Mgmt ForForForRemove Article 45 2
Mgmt ForForForConsolidate Bylaws 3
Mgmt ForForForApprove Registration with JUCERJA of the Independent Firm's Appraisal (Re: Partial Spin-Off) from the last Dec. 31, 2020 EGM
4
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
5
South State Corporation
Meeting Date: 04/28/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 840441109
Ticker: SSB
Shares Voted: 174,981
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John C. Corbett Mgmt For For For
Mgmt ForForForElect Director Jean E. Davis 1b
Mgmt ForForForElect Director Martin B. Davis 1c
Mgmt ForForForElect Director Robert H. Demere, Jr. 1d
Mgmt ForForForElect Director Cynthia A. Hartley 1e
Mgmt ForForForElect Director Robert R. Hill, Jr. 1f
Mgmt ForForForElect Director John H. Holcomb, III 1g
Mgmt ForForForElect Director Robert R. Horger 1h
Mgmt ForForForElect Director Charles W. McPherson 1i
Mgmt ForForForElect Director G. Ruffner Page, Jr. 1j
Mgmt ForForForElect Director Ernest S. Pinner 1k
Mgmt ForForForElect Director John C. Pollok 1l
Mgmt ForForForElect Director William Knox Pou, Jr. 1m
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
South State Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director David G. Salyers 1n
Mgmt ForForForElect Director Joshua A. Snively 1o
Mgmt ForForForElect Director Kevin P. Walker 1p
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Dixon Hughes Goodman LLP as Auditors
3
Spirit AeroSystems Holdings, Inc.
Meeting Date: 04/28/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 848574109
Ticker: SPR
Shares Voted: 644,181
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Stephen A. Cambone Mgmt For For For
Mgmt ForForForElect Director Charles L. Chadwell 1b
Mgmt ForForForElect Director Irene M. Esteves 1c
Mgmt ForForForElect Director Paul E. Fulchino 1d
Mgmt ForForForElect Director Thomas C. Gentile, III 1e
Mgmt ForForForElect Director Richard A. Gephardt 1f
Mgmt ForForForElect Director Robert D. Johnson 1g
Mgmt ForForForElect Director Ronald T. Kadish 1h
Mgmt ForForForElect Director John L. Plueger 1i
Mgmt ForForForElect Director Laura H. Wright 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstAmend Proxy Access Right 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Textron Inc.
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 883203101
Ticker: TXT
Shares Voted: 1,693,493
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Scott C. Donnelly Mgmt For For For
Mgmt ForForForElect Director Kathleen M. Bader 1b
Mgmt ForForForElect Director R. Kerry Clark 1c
Mgmt ForForForElect Director James T. Conway 1d
Mgmt ForForForElect Director Paul E. Gagne 1e
Mgmt ForForForElect Director Ralph D. Heath 1f
Mgmt ForForForElect Director Deborah Lee James 1g
Mgmt ForForForElect Director Lionel L. Nowell, III 1h
Mgmt ForForForElect Director James L. Ziemer 1i
Mgmt ForForForElect Director Maria T. Zuber 1j
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstProvide Right to Act by Written Consent 4
The Chemours Company
Meeting Date: 04/28/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 163851108
Ticker: CC
Shares Voted: 7,044
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Curtis V. Anastasio Mgmt For For For
Mgmt ForForForElect Director Bradley J. Bell 1b
Mgmt ForForForElect Director Richard H. Brown 1c
Mgmt ForForForElect Director Mary B. Cranston 1d
Mgmt ForForForElect Director Curtis J. Crawford 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Chemours Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Dawn L. Farrell 1f
Mgmt ForForForElect Director Erin N. Kane 1g
Mgmt ForForForElect Director Sean D. Keohane 1h
Mgmt ForForForElect Director Mark P. Vergnano 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws
4
Mgmt ForForForAmend Omnibus Stock Plan 5
Vistra Corp.
Meeting Date: 04/28/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 92840M102
Ticker: VST
Shares Voted: 3,198,945
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Scott B. Helm Mgmt For For For
Mgmt ForForForElect Director Hilary E. Ackermann 1.2
Mgmt ForForForElect Director Arcilia C. Acosta 1.3
Mgmt ForForForElect Director Gavin R. Baiera 1.4
Mgmt ForForForElect Director Paul M. Barbas 1.5
Mgmt ForForForElect Director Lisa Crutchfield 1.6
Mgmt ForForForElect Director Brian K. Ferraioli 1.7
Mgmt ForForForElect Director Jeff D. Hunter 1.8
Mgmt ForForForElect Director Curtis A. Morgan 1.9
Mgmt ForForForElect Director John R. Sult 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ambev SA
Meeting Date: 04/29/2021
Record Date: 03/29/2021
Country: Brazil
Meeting Type: Annual/Special
Primary Security ID: P0273U106
Ticker: ABEV3
Shares Voted: 2,383,965
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtOrdinary General Meeting
Mgmt ForForForAccept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
1
Mgmt ForForForApprove Allocation of Income and Dividends 2
Mgmt AbstainAbstainForElect Fiscal Council Members 3a
SH ForForNoneElect Vinicius Balbino Bouhid as Fiscal Council Member and Carlos Tersandro Fonseca Adeodato as Alternate Appointed by Minority Shareholder
3b
Mgmt AgainstAgainstForApprove Remuneration of Company's Management
4
Mgmt ForForForApprove Remuneration of Fiscal Council Members
5
MgmtExtraordinary General Meeting
Mgmt ForForForAmend Article 2 1
Mgmt ForForForAmend Article 3 Re: Corporate Purpose 2
Mgmt ForForForAmend Article 5 to Reflect Changes in Capital 3
Mgmt ForForForAmend Article 21 4
Mgmt ForForForConsolidate Bylaws 5
AXA SA
Meeting Date: 04/29/2021
Record Date: 04/27/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F06106102
Ticker: CS
Shares Voted: 298,656
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AXA SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.43 per Share
3
Mgmt ForForForApprove Compensation Report of Corporate Officers
4
Mgmt ForForForApprove Compensation of Denis Duverne, Chairman of the Board
5
Mgmt AgainstAgainstForApprove Compensation of Thomas Buberl, CEO
6
Mgmt ForForForApprove Amendment of Remuneration Policy of CEO Re: GM 2019 and 2020
7
Mgmt ForForForApprove Remuneration Policy of CEO 8
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
9
Mgmt ForForForApprove Remuneration Policy of Directors 10
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
11
Mgmt ForForForReelect Ramon de Oliveira as Director 12
Mgmt ForForForElect Guillaume Faury as Director 13
Mgmt ForForForElect Ramon Fernandez as Director 14
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
15
MgmtExtraordinary Business
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 1 Billion for Bonus Issue or Increase in Par Value
16
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billions
17
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 550 Million
18
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 550 Million
19
Mgmt ForForForAuthorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
20
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AXA SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Capital Increase of Up to EUR 550 Million for Future Exchange Offers
21
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
22
Mgmt ForForForAuthorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 550 Million
23
Mgmt ForForForAuthorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities with Preemptive Rights for Up to EUR 2 Billion
24
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
25
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
26
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
27
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
28
AXA SA
Meeting Date: 04/29/2021
Record Date: 03/22/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F06106102
Ticker: CS
Shares Voted: 3,896
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtOrdinary Business
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.43 per Share
3
Mgmt ForForForApprove Compensation Report of Corporate Officers
4
Mgmt ForForForApprove Compensation of Denis Duverne, Chairman of the Board
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AXA SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForApprove Compensation of Thomas Buberl, CEO
6
Mgmt ForForForApprove Amendment of Remuneration Policy of CEO Re: GM 2019 and 2020
7
Mgmt ForForForApprove Remuneration Policy of CEO 8
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
9
Mgmt ForForForApprove Remuneration Policy of Directors 10
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
11
Mgmt ForForForReelect Ramon de Oliveira as Director 12
Mgmt ForForForElect Guillaume Faury as Director 13
Mgmt ForForForElect Ramon Fernandez as Director 14
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
15
MgmtExtraordinary Business
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 1 Billion for Bonus Issue or Increase in Par Value
16
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billions
17
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 550 Million
18
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 550 Million
19
Mgmt ForForForAuthorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
20
Mgmt ForForForAuthorize Capital Increase of Up to EUR 550 Million for Future Exchange Offers
21
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
22
Mgmt ForForForAuthorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 550 Million
23
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AXA SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities with Preemptive Rights for Up to EUR 2 Billion
24
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
25
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
26
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
27
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
28
Banco Santander Chile SA
Meeting Date: 04/29/2021
Record Date: 04/09/2021
Country: Chile
Meeting Type: Annual
Primary Security ID: P1506A107
Ticker: BSANTANDER
Shares Voted: 7,237
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Allocation of Income and Dividends of CLP 1.65 Per Share
2
Mgmt ForForForApprove Remuneration of Directors 3
Mgmt ForForForAppoint Auditors 4
Mgmt ForForForDesignate Risk Assessment Companies 5
Mgmt ForForForApprove Remuneration and Budget of Directors' Committee and Audit Committee; Receive Directors and Audit Committee's Report
6
MgmtReceive Report Regarding Related-Party Transactions
7
MgmtOther Business 8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cabot Oil & Gas Corporation
Meeting Date: 04/29/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 127097103
Ticker: COG
Shares Voted: 1,283
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Dorothy M. Ables Mgmt For For For
Mgmt WithholdWithholdForElect Director Rhys J. Best 1.2
Mgmt WithholdWithholdForElect Director Robert S. Boswell 1.3
Mgmt ForForForElect Director Amanda M. Brock 1.4
Mgmt ForForForElect Director Peter B. Delaney 1.5
Mgmt ForForForElect Director Dan O. Dinges 1.6
Mgmt WithholdWithholdForElect Director W. Matt Ralls 1.7
Mgmt ForForForElect Director Marcus A. Watts 1.8
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Celestica Inc.
Meeting Date: 04/29/2021
Record Date: 03/12/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 15101Q108
Ticker: CLS
Shares Voted: 13,197
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for Subordinate Voting and Multiple Voting Shareholders
Mgmt
Mgmt ForForForElect Director Robert A. Cascella 1.1
Mgmt ForForForElect Director Deepak Chopra 1.2
Mgmt ForForForElect Director Daniel P. DiMaggio 1.3
Mgmt ForForForElect Director Laurette T. Koellner 1.4
Mgmt ForForForElect Director Robert A. Mionis 1.5
Mgmt ForForForElect Director Carol S. Perry 1.6
Mgmt ForForForElect Director Tawfiq Popatia 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Celestica Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Eamon J. Ryan 1.8
Mgmt ForForForElect Director Michael M. Wilson 1.9
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAuthorize Board to Fix Remuneration of Auditors
3
Mgmt AgainstAgainstForAdvisory Vote on Executive Compensation Approach
4
Continental AG
Meeting Date: 04/29/2021
Record Date: 04/07/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D16212140
Ticker: CON
Shares Voted: 115,190
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Omission of Dividends
2
Mgmt ForForForApprove Discharge of Management Board Member Nikolai Setzer for Fiscal Year 2020
3.1
Mgmt ForForForApprove Discharge of Management Board Member Elmar Degenhart for Fiscal Year 2020
3.2
Mgmt ForForForApprove Discharge of Management Board Member Hans-Juergen Duensing for Fiscal Year 2020
3.3
Mgmt ForForForApprove Discharge of Management Board Member Frank Jourdan for Fiscal Year 2020
3.4
Mgmt ForForForApprove Discharge of Management Board Member Christian Koetz for Fiscal Year 2020
3.5
Mgmt ForForForApprove Discharge of Management Board Member Helmut Matschi for Fiscal Year 2020
3.6
Mgmt ForForForApprove Discharge of Management Board Member Ariane Reinhart for Fiscal Year 2020
3.7
Mgmt ForForForApprove Discharge of Management Board Member Wolfgang Schaefer for Fiscal Year 2020
3.8
Mgmt ForForForApprove Discharge of Management Board Member Andreas Wolf for Fiscal Year 2020
3.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Continental AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Supervisory Board Member Wolfgang Reitzle for Fiscal Year 2020
4.1
Mgmt ForForForApprove Discharge of Supervisory Board Member Hasan Allak for Fiscal Year 2020
4.2
Mgmt ForForForApprove Discharge of Supervisory Board Member Christiane Benner for Fiscal Year 2020
4.3
Mgmt ForForForApprove Discharge of Supervisory Board Member Gunter Dunkel for Fiscal Year 2020
4.4
Mgmt ForForForApprove Discharge of Supervisory Board Member Francesco Grioli for Fiscal Year 2020
4.5
Mgmt ForForForApprove Discharge of Supervisory Board Member Michael Iglhaut for Fiscal Year 2020
4.6
Mgmt ForForForApprove Discharge of Supervisory Board Member Satish Khatu for Fiscal Year 2020
4.7
Mgmt ForForForApprove Discharge of Supervisory Board Member Isabel Knauf for Fiscal Year 2020
4.8
Mgmt ForForForApprove Discharge of Supervisory Board Member Sabine Neuss for Fiscal Year 2020
4.9
Mgmt ForForForApprove Discharge of Supervisory Board Member Rolf Nonnenmacher for Fiscal Year 2020
4.10
Mgmt ForForForApprove Discharge of Supervisory Board Member Dirk Nordmann for Fiscal Year 2020
4.11
Mgmt ForForForApprove Discharge of Supervisory Board Member Lorenz Pfau for Fiscal Year 2020
4.12
Mgmt ForForForApprove Discharge of Supervisory Board Member Klaus Rosenfeld for Fiscal Year 2020
4.13
Mgmt ForForForApprove Discharge of Supervisory Board Member Georg Schaeffler for Fiscal Year 2020
4.14
Mgmt ForForForApprove Discharge of Supervisory Board Member Maria-Elisabeth Schaeffler-Thumann for Fiscal Year 2020
4.15
Mgmt ForForForApprove Discharge of Supervisory Board Member Joerg Schoenfelder for Fiscal Year 2020
4.16
Mgmt ForForForApprove Discharge of Supervisory Board Member Stefan Scholz for Fiscal Year 2020
4.17
Mgmt ForForForApprove Discharge of Supervisory Board Member Kirsten Voerkelfor Fiscal Year 2020
4.18
Mgmt ForForForApprove Discharge of Supervisory Board Member Elke Volkmann for Fiscal Year 2020
4.19
Mgmt ForForForApprove Discharge of Supervisory Board Member Siegfried Wolf for Fiscal Year 2020
4.20
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Continental AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5
Mgmt ForForForAmend Articles of Association 6
Mgmt ForForForApprove Spin-Off and Takeover Agreement with Vitesco Technologies Group Aktiengesellschaft
7
CRH Plc
Meeting Date: 04/29/2021
Record Date: 03/22/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G25508105
Ticker: CRH
Shares Voted: 2,755,189
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove Remuneration Report 3
Mgmt ForForForRe-elect Richie Boucher as Director 4a
Mgmt ForForForElect Caroline Dowling as Director 4b
Mgmt ForForForElect Richard Fearon as Director 4c
Mgmt ForForForRe-elect Johan Karlstrom as Director 4d
Mgmt ForForForRe-elect Shaun Kelly as Director 4e
Mgmt ForForForElect Lamar McKay as Director 4f
Mgmt ForForForRe-elect Albert Manifold as Director 4g
Mgmt ForForForRe-elect Gillian Platt as Director 4h
Mgmt ForForForRe-elect Mary Rhinehart as Director 4i
Mgmt ForForForRe-elect Siobhan Talbot as Director 4j
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
5
Mgmt ForForForRatify Deloitte Ireland LLP as Auditors 6
Mgmt ForForForAuthorise Issue of Equity 7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CRH Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
8
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
9
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 10
Mgmt ForForForAuthorise Reissuance of Treasury Shares 11
Mgmt ForForForApprove Scrip Dividend 12
Mgmt ForForForApprove Savings-Related Share Option Schemes
13
Mgmt ForForForApprove Cancellation of Share Premium Account
14
CRH Plc
Meeting Date: 04/29/2021
Record Date: 04/25/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G25508105
Ticker: CRH
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For Do Not Vote
Mgmt Do Not Vote
ForForApprove Final Dividend 2
Mgmt Do Not Vote
ForForApprove Remuneration Report 3
Mgmt Do Not Vote
ForForRe-elect Richie Boucher as Director 4a
Mgmt Do Not Vote
ForForElect Caroline Dowling as Director 4b
Mgmt Do Not Vote
ForForElect Richard Fearon as Director 4c
Mgmt Do Not Vote
ForForRe-elect Johan Karlstrom as Director 4d
Mgmt Do Not Vote
ForForRe-elect Shaun Kelly as Director 4e
Mgmt Do Not Vote
ForForElect Lamar McKay as Director 4f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CRH Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
ForForRe-elect Albert Manifold as Director 4g
Mgmt Do Not Vote
ForForRe-elect Gillian Platt as Director 4h
Mgmt Do Not Vote
ForForRe-elect Mary Rhinehart as Director 4i
Mgmt Do Not Vote
ForForRe-elect Siobhan Talbot as Director 4j
Mgmt Do Not Vote
ForForAuthorise Board to Fix Remuneration of Auditors
5
Mgmt Do Not Vote
ForForRatify Deloitte Ireland LLP as Auditors 6
Mgmt Do Not Vote
ForForAuthorise Issue of Equity 7
Mgmt Do Not Vote
ForForAuthorise Issue of Equity without Pre-emptive Rights
8
Mgmt Do Not Vote
ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
9
Mgmt Do Not Vote
ForForAuthorise Market Purchase of Ordinary Shares 10
Mgmt Do Not Vote
ForForAuthorise Reissuance of Treasury Shares 11
Mgmt Do Not Vote
ForForApprove Scrip Dividend 12
Mgmt Do Not Vote
ForForApprove Savings-Related Share Option Schemes
13
Mgmt Do Not Vote
ForForApprove Cancellation of Share Premium Account
14
Shares Voted: 445,053
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove Remuneration Report 3
Mgmt ForForForRe-elect Richie Boucher as Director 4a
Mgmt ForForForElect Caroline Dowling as Director 4b
Mgmt ForForForElect Richard Fearon as Director 4c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CRH Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Johan Karlstrom as Director 4d
Mgmt ForForForRe-elect Shaun Kelly as Director 4e
Mgmt ForForForElect Lamar McKay as Director 4f
Mgmt ForForForRe-elect Albert Manifold as Director 4g
Mgmt ForForForRe-elect Gillian Platt as Director 4h
Mgmt ForForForRe-elect Mary Rhinehart as Director 4i
Mgmt ForForForRe-elect Siobhan Talbot as Director 4j
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
5
Mgmt ForForForRatify Deloitte Ireland LLP as Auditors 6
Mgmt ForForForAuthorise Issue of Equity 7
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
8
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
9
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 10
Mgmt ForForForAuthorise Reissuance of Treasury Shares 11
Mgmt ForForForApprove Scrip Dividend 12
Mgmt ForForForApprove Savings-Related Share Option Schemes
13
Mgmt ForForForApprove Cancellation of Share Premium Account
14
EchoStar Corporation
Meeting Date: 04/29/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 278768106
Ticker: SATS
Shares Voted: 18,186
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director R. Stanton Dodge Mgmt For For For
Mgmt ForForForElect Director Michael T. Dugan 1.2
Mgmt ForForForElect Director Charles W. Ergen 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
EchoStar Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Lisa W. Hershman 1.4
Mgmt ForForForElect Director Pradman P. Kaul 1.5
Mgmt WithholdWithholdForElect Director C. Michael Schroeder 1.6
Mgmt WithholdWithholdForElect Director Jeffrey R. Tarr 1.7
Mgmt WithholdWithholdForElect Director William D. Wade 1.8
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt AgainstAgainstForAmend Non-Employee Director Omnibus Stock Plan
3
EOG Resources, Inc.
Meeting Date: 04/29/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 26875P101
Ticker: EOG
Shares Voted: 422,560
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Janet F. Clark Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Charles R. Crisp 1b
Mgmt AgainstAgainstForElect Director Robert P. Daniels 1c
Mgmt AgainstAgainstForElect Director James C. Day 1d
Mgmt AgainstAgainstForElect Director C. Christopher Gaut 1e
Mgmt ForForForElect Director Michael T. Kerr 1f
Mgmt AgainstAgainstForElect Director Julie J. Robertson 1g
Mgmt AgainstAgainstForElect Director Donald F. Textor 1h
Mgmt ForForForElect Director William R. Thomas 1i
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Flutter Entertainment Plc
Meeting Date: 04/29/2021
Record Date: 04/25/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G3643J108
Ticker: FLTR
Shares Voted: 1,298
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForApprove Remuneration Report 2
Mgmt AgainstAgainstForRe-elect Zillah Byng-Thorne as Director 3a
Mgmt ForForForRe-elect Michael Cawley as Director 3b
Mgmt ForForForRe-elect Nancy Cruickshank as Director 3c
Mgmt ForForForRe-elect Richard Flint as Director 3d
Mgmt ForForForRe-elect Andrew Higginson as Director 3e
Mgmt ForForForRe-elect Jonathan Hill as Director 3f
Mgmt ForForForRe-elect Alfred Hurley Jr as Director 3g
Mgmt ForForForRe-elect Peter Jackson as Director 3h
Mgmt ForForForRe-elect David Lazzarato as Director 3i
Mgmt ForForForRe-elect Gary McGann as Director 3j
Mgmt ForForForRe-elect Mary Turner as Director 3k
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
4
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
5
Mgmt AgainstAgainstForAuthorise Issue of Equity 6
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
7a
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment
7b
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 8
Mgmt ForForForAuthorise the Company to Determine the Price Range at which Treasury Shares may be Re-issued Off-Market
9
Mgmt ForForForApprove Bonus Issue of Shares 10
Mgmt ForForForApprove Reduction of Capital 11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Glencore Plc
Meeting Date: 04/29/2021
Record Date: 04/27/2021
Country: Jersey
Meeting Type: Annual
Primary Security ID: G39420107
Ticker: GLEN
Shares Voted: 6,792,497
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Reduction of Capital Contribution Reserves
2
Mgmt ForForForRe-elect Anthony Hayward as Director 3
Mgmt ForForForRe-elect Ivan Glasenberg as Director 4
Mgmt ForForForRe-elect Peter Coates as Director 5
Mgmt AgainstAgainstForRe-elect Martin Gilbert as Director 6
Mgmt ForForForRe-elect Gill Marcus as Director 7
Mgmt ForForForRe-elect Patrice Merrin as Director 8
Mgmt ForForForRe-elect Kalidas Madhavpeddi as Director 9
Mgmt ForForForElect Cynthia Carroll as Director 10
Mgmt ForForForReappoint Deloitte LLP as Auditors 11
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
12
Mgmt AgainstAgainstForApprove Incentive Plan 13
Mgmt ForForForApprove Company's Climate Action Transition Plan
14
Mgmt AgainstAgainstForApprove Remuneration Policy 15
Mgmt ForForForApprove Remuneration Report 16
Mgmt ForForForAuthorise Issue of Equity 17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
19
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 20
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Globe Life Inc.
Meeting Date: 04/29/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 37959E102
Ticker: GL
Shares Voted: 586,404
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Charles E. Adair Mgmt For For For
Mgmt ForForForElect Director Linda L. Addison 1.2
Mgmt ForForForElect Director Marilyn A. Alexander 1.3
Mgmt ForForForElect Director Cheryl D. Alston 1.4
Mgmt ForForForElect Director Jane M. Buchan 1.5
Mgmt ForForForElect Director Gary L. Coleman 1.6
Mgmt ForForForElect Director Larry M. Hutchison 1.7
Mgmt ForForForElect Director Robert W. Ingram 1.8
Mgmt ForForForElect Director Steven P. Johnson 1.9
Mgmt ForForForElect Director Darren M. Rebelez 1.10
Mgmt ForForForElect Director Mary E. Thigpen 1.11
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Huntington Ingalls Industries, Inc.
Meeting Date: 04/29/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 446413106
Ticker: HII
Shares Voted: 179,663
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Philip M. Bilden Mgmt For For For
Mgmt ForForForElect Director Augustus L. Collins 1.2
Mgmt ForForForElect Director Kirkland H. Donald 1.3
Mgmt ForForForElect Director Victoria D. Harker 1.4
Mgmt ForForForElect Director Anastasia D. Kelly 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Huntington Ingalls Industries, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Tracy B. McKibben 1.6
Mgmt ForForForElect Director Stephanie L. O'Sullivan 1.7
Mgmt ForForForElect Director C. Michael Petters 1.8
Mgmt ForForForElect Director Thomas C. Schievelbein 1.9
Mgmt ForForForElect Director John K. Welch 1.10
Mgmt ForForForElect Director Stephen R. Wilson 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Mgmt ForForForEliminate Supermajority Vote Requirement 4
Kimberly-Clark Corporation
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 494368103
Ticker: KMB
Shares Voted: 459
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John W. Culver Mgmt For For For
Mgmt ForForForElect Director Robert W. Decherd 1.2
Mgmt ForForForElect Director Michael D. Hsu 1.3
Mgmt ForForForElect Director Mae C. Jemison 1.4
Mgmt ForForForElect Director S. Todd Maclin 1.5
Mgmt AgainstAgainstForElect Director Sherilyn S. McCoy 1.6
Mgmt ForForForElect Director Christa S. Quarles 1.7
Mgmt ForForForElect Director Ian C. Read 1.8
Mgmt ForForForElect Director Dunia A. Shive 1.9
Mgmt ForForForElect Director Mark T. Smucker 1.10
Mgmt ForForForElect Director Michael D. White 1.11
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kimberly-Clark Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForApprove Non-Employee Director Omnibus Stock Plan
5
Mgmt ForForForReduce Ownership Threshold for Shareholders to Call Special Meeting
6
SH ForForAgainstProvide Right to Act by Written Consent 7
Lithia Motors, Inc.
Meeting Date: 04/29/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 536797103
Ticker: LAD
Shares Voted: 95,900
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sidney B. DeBoer Mgmt For For For
Mgmt ForForForElect Director Susan O. Cain 1b
Mgmt ForForForElect Director Bryan B. DeBoer 1c
Mgmt ForForForElect Director Shauna F. McIntyre 1d
Mgmt ForForForElect Director Louis P. Miramontes 1e
Mgmt ForForForElect Director Kenneth E. Roberts 1f
Mgmt ForForForElect Director David J. Robino 1g
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForEliminate Class B Common Stock, Class A Common Stock and Series M Preferred Stock, and to Reclassify Class A Common Stock as Common Stock
4
PQ Group Holdings Inc.
Meeting Date: 04/29/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 73943T103
Ticker: PQG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PQ Group Holdings Inc.
Shares Voted: 1,120,092
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Belgacem Chariag Mgmt For For For
Mgmt WithholdWithholdForElect Director Greg Brenneman 1.2
Mgmt ForForForElect Director Jonny Ginns 1.3
Mgmt ForForForElect Director Kyle Vann 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Premier Financial Corp.
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74052F108
Ticker: PFC
Shares Voted: 8,036
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Marty E. Adams Mgmt For For For
Mgmt ForForForElect Director Donald P. Hileman 1.2
Mgmt ForForForElect Director Gary M. Small 1.3
Mgmt ForForForElect Director Samuel S. Strausbaugh 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Crowe LLP as Auditors 3
Snap-on Incorporated
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 833034101
Ticker: SNA
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Snap-on Incorporated
Shares Voted: 4,397
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David C. Adams Mgmt For For For
Mgmt ForForForElect Director Karen L. Daniel 1.2
Mgmt ForForForElect Director Ruth Ann M. Gillis 1.3
Mgmt ForForForElect Director James P. Holden 1.4
Mgmt ForForForElect Director Nathan J. Jones 1.5
Mgmt ForForForElect Director Henry W. Knueppel 1.6
Mgmt ForForForElect Director W. Dudley Lehman 1.7
Mgmt ForForForElect Director Nicholas T. Pinchuk 1.8
Mgmt ForForForElect Director Gregg M. Sherrill 1.9
Mgmt ForForForElect Director Donald J. Stebbins 1.10
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
The Goldman Sachs Group, Inc.
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 38141G104
Ticker: GS
Shares Voted: 972,865
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director M. Michele Burns Mgmt For For For
Mgmt ForForForElect Director Drew G. Faust 1b
Mgmt ForForForElect Director Mark A. Flaherty 1c
Mgmt ForForForElect Director Ellen J. Kullman 1d
Mgmt ForForForElect Director Lakshmi N. Mittal 1e
Mgmt ForForForElect Director Adebayo O. Ogunlesi 1f
Mgmt ForForForElect Director Peter Oppenheimer 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Goldman Sachs Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director David M. Solomon 1h
Mgmt ForForForElect Director Jan E. Tighe 1i
Mgmt ForForForElect Director Jessica R. Uhl 1j
Mgmt ForForForElect Director David A. Viniar 1k
Mgmt ForForForElect Director Mark O. Winkelman 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForForAgainstProvide Right to Act by Written Consent 5
SH ForReferAgainstReport on the Impacts of Using Mandatory Arbitration
6
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
7
SH AgainstAgainstAgainstReport on Racial Equity Audit 8
TreeHouse Foods, Inc.
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89469A104
Ticker: THS
Shares Voted: 8,646
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ashley Buchanan Mgmt For For For
Mgmt ForForForElect Director Steven Oakland 1.2
Mgmt ForForForElect Director Jill A. Rahman 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Universal Logistics Holdings, Inc.
Meeting Date: 04/29/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 91388P105
Ticker: ULH
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Universal Logistics Holdings, Inc.
Shares Voted: 9,081
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Grant E. Belanger Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Frederick P. Calderone 1.2
Mgmt WithholdWithholdForElect Director Daniel J. Deane 1.3
Mgmt WithholdWithholdForElect Director Clarence W. Gooden 1.4
Mgmt WithholdWithholdForElect Director Matthew T. Moroun 1.5
Mgmt WithholdWithholdForElect Director Matthew J. Moroun 1.6
Mgmt WithholdWithholdForElect Director Tim Phillips 1.7
Mgmt WithholdWithholdForElect Director Michael A. Regan 1.8
Mgmt WithholdWithholdForElect Director Richard P. Urban 1.9
Mgmt WithholdWithholdForElect Director H. E. "Scott" Wolfe 1.10
Mgmt ForForForRatify Grant Thornton LLP as Auditors 2
SH ForForNoneRequire a Majority Vote for the Election of Directors
3
Valero Energy Corporation
Meeting Date: 04/29/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 91913Y100
Ticker: VLO
Shares Voted: 275,186
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director H. Paulett Eberhart Mgmt For For For
Mgmt ForForForElect Director Joseph W. Gorder 1b
Mgmt ForForForElect Director Kimberly S. Greene 1c
Mgmt ForForForElect Director Deborah P. Majoras 1d
Mgmt ForForForElect Director Eric D. Mullins 1e
Mgmt ForForForElect Director Donald L. Nickles 1f
Mgmt ForForForElect Director Philip J. Pfeiffer 1g
Mgmt ForForForElect Director Robert A. Profusek 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Valero Energy Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Stephen M. Waters 1i
Mgmt ForForForElect Director Randall J. Weisenburger 1j
Mgmt ForForForElect Director Rayford Wilkins, Jr. 1k
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Yamana Gold Inc.
Meeting Date: 04/29/2021
Record Date: 03/12/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 98462Y100
Ticker: YRI
Shares Voted: 18,248
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John Begeman Mgmt For For For
Mgmt ForForForElect Director Christiane Bergevin 1.2
Mgmt ForForForElect Director Alexander Davidson 1.3
Mgmt ForForForElect Director Richard Graff 1.4
Mgmt ForForForElect Director Kimberly Keating 1.5
Mgmt ForForForElect Director Peter Marrone 1.6
Mgmt ForForForElect Director Daniel Racine 1.7
Mgmt ForForForElect Director Jane Sadowsky 1.8
Mgmt ForForForElect Director Dino Titaro 1.9
Mgmt ForForForApprove Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Aptiv PLC
Meeting Date: 04/30/2021
Record Date: 03/02/2021
Country: Jersey
Meeting Type: Annual
Primary Security ID: G6095L109
Ticker: APTV
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Aptiv PLC
Shares Voted: 181
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kevin P. Clark Mgmt For For For
Mgmt ForForForElect Director Richard L. Clemmer 1b
Mgmt ForForForElect Director Nancy E. Cooper 1c
Mgmt ForForForElect Director Nicholas M. Donofrio 1d
Mgmt ForForForElect Director Rajiv L. Gupta 1e
Mgmt ForForForElect Director Joseph L. Hooley 1f
Mgmt ForForForElect Director Merit E. Janow 1g
Mgmt ForForForElect Director Sean O. Mahoney 1h
Mgmt ForForForElect Director Paul M. Meister 1i
Mgmt ForForForElect Director Robert K. Ortberg 1j
Mgmt ForForForElect Director Colin J. Parris 1k
Mgmt ForForForElect Director Ana G. Pinczuk 1l
Mgmt ForForForApprove Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
AT&T Inc.
Meeting Date: 04/30/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00206R102
Ticker: T
Shares Voted: 112
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director William E. Kennard Mgmt For For For
Mgmt ForForForElect Director Samuel A. Di Piazza, Jr. 1b
Mgmt ForForForElect Director Scott T. Ford 1c
Mgmt ForForForElect Director Glenn H. Hutchins 1d
Mgmt ForForForElect Director Debra L. Lee 1e
Mgmt ForForForElect Director Stephen J. Luczo 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AT&T Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michael B. McCallister 1g
Mgmt ForForForElect Director Beth E. Mooney 1h
Mgmt ForForForElect Director Matthew K. Rose 1i
Mgmt ForForForElect Director John T. Stankey 1j
Mgmt ForForForElect Director Cynthia B. Taylor 1k
Mgmt ForForForElect Director Geoffrey Y. Yang 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstLower Ownership Threshold for Action by Written Consent
4
BWX Technologies, Inc.
Meeting Date: 04/30/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 05605H100
Ticker: BWXT
Shares Voted: 1,194,699
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jan A. Bertsch Mgmt For For For
Mgmt ForForForElect Director Gerhard F. Burbach 1b
Mgmt ForForForElect Director Rex D. Geveden 1c
Mgmt ForForForElect Director James M. Jaska 1d
Mgmt ForForForElect Director Kenneth J. Krieg 1e
Mgmt ForForForElect Director Leland D. Melvin 1f
Mgmt ForForForElect Director Robert L. Nardelli 1g
Mgmt ForForForElect Director Barbara A. Niland 1h
Mgmt ForForForElect Director John M. Richardson 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Diebold Nixdorf, Incorporated
Meeting Date: 04/30/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 253651103
Ticker: DBD
Shares Voted: 8,733
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Arthur F. Anton Mgmt For For For
Mgmt ForForForElect Director Bruce H. Besanko 1b
Mgmt ForForForElect Director Reynolds C. Bish 1c
Mgmt ForForForElect Director Ellen M. Costello 1d
Mgmt ForForForElect Director Phillip R. Cox 1e
Mgmt ForForForElect Director Alexander Dibelius 1f
Mgmt ForForForElect Director Matthew Goldfarb 1g
Mgmt ForForForElect Director Gary G. Greenfield 1h
Mgmt ForForForElect Director Gerrard B. Schmid 1i
Mgmt ForForForElect Director Kent M. Stahl 1j
Mgmt ForForForElect Director Lauren C. States 1k
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Eletromidia SA
Meeting Date: 04/30/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P3R12T100
Ticker: ELMD3
Shares Voted: 2,017,122
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
Mgmt For For For
Mgmt ForForForApprove Treatment of Net Loss 2
Mgmt AgainstAgainstForApprove Remuneration of Company's Management
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Eletromidia SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForAbstainDo You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
4
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
5
Eletromidia SA
Meeting Date: 04/30/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P3R12T100
Ticker: ELMD3
Shares Voted: 2,017,122
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Article 5 to Reflect Changes in Capital Mgmt For For For
Mgmt ForForForConsolidate Bylaws 2
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
3
Hang Lung Properties Ltd.
Meeting Date: 04/30/2021
Record Date: 04/26/2021
Country: Hong Kong
Meeting Type: Annual
Primary Security ID: Y30166105
Ticker: 101
Shares Voted: 41,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForElect Ronnie Chichung Chan as Director 3a
Mgmt ForForForElect Weber Wai Pak Lo as Director 3b
Mgmt ForForForElect Hau Cheong Ho as Director 3c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hang Lung Properties Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Board to Fix the Remuneration of Directors
3d
Mgmt ForForForApprove KPMG as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 5
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
6
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 7
Leidos Holdings, Inc.
Meeting Date: 04/30/2021
Record Date: 03/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 525327102
Ticker: LDOS
Shares Voted: 596,159
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Gregory R. Dahlberg Mgmt For For For
Mgmt ForForForElect Director David G. Fubini 1b
Mgmt ForForForElect Director Miriam E. John 1c
Mgmt ForForForElect Director Frank Kendall, III 1d
Mgmt ForForForElect Director Robert C. Kovarik, Jr. 1e
Mgmt ForForForElect Director Harry M. J. Kraemer, Jr. 1f
Mgmt ForForForElect Director Roger A. Krone 1g
Mgmt ForForForElect Director Gary S. May 1h
Mgmt ForForForElect Director Surya N. Mohapatra 1i
Mgmt ForForForElect Director Robert S. Shapard 1j
Mgmt ForForForElect Director Susan M. Stalnecker 1k
Mgmt ForForForElect Director Noel B. Williams 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sanofi
Meeting Date: 04/30/2021
Record Date: 04/28/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F5548N101
Ticker: SAN
Shares Voted: 283,660
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Treatment of Losses and Dividends of EUR 3.20 per Share
3
Mgmt ForForForRatify Appointment of Gilles Schnepp as Director
4
Mgmt ForForForReelect Fabienne Lecorvaisier as Director 5
Mgmt ForForForReelect Melanie Lee as Director 6
Mgmt ForForForElect Barbara Lavernos as Director 7
Mgmt ForForForApprove Compensation Report of Corporate Officers
8
Mgmt ForForForApprove Compensation of Serge Weinberg, Chairman of the Board
9
Mgmt ForForForApprove Compensation of Paul Hudson, CEO 10
Mgmt ForForForApprove Remuneration Policy of Directors 11
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
12
Mgmt ForForForApprove Remuneration Policy of CEO 13
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
14
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
15
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million
16
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million
17
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sanofi
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million
18
Mgmt ForForForApprove Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion
19
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
20
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
21
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value
22
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
23
Mgmt ForForForAuthorize up to 5 Percent of Issued Capital for Use in Restricted Stock Plans
24
Mgmt ForForForAmend Article 13 of Bylaws Re: Written Consultation
25
Mgmt ForForForAmend Articles 14 and 17 of Bylaws Re: Board Powers and Censors
26
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
27
Sanofi
Meeting Date: 04/30/2021
Record Date: 03/29/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F5548N101
Ticker: SAN
Shares Voted: 71
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtOrdinary Business
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sanofi
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Treatment of Losses and Dividends of EUR 3.20 per Share
3
Mgmt ForForForRatify Appointment of Gilles Schnepp as Director
4
Mgmt ForForForReelect Fabienne Lecorvaisier as Director 5
Mgmt ForForForReelect Melanie Lee as Director 6
Mgmt ForForForElect Barbara Lavernos as Director 7
Mgmt ForForForApprove Compensation Report of Corporate Officers
8
Mgmt ForForForApprove Compensation of Serge Weinberg, Chairman of the Board
9
Mgmt ForForForApprove Compensation of Paul Hudson, CEO 10
Mgmt ForForForApprove Remuneration Policy of Directors 11
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
12
Mgmt ForForForApprove Remuneration Policy of CEO 13
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
14
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
15
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million
16
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million
17
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million
18
Mgmt ForForForApprove Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion
19
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
20
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
21
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sanofi
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value
22
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
23
Mgmt ForForForAuthorize up to 5 Percent of Issued Capital for Use in Restricted Stock Plans
24
Mgmt ForForForAmend Article 13 of Bylaws Re: Written Consultation
25
Mgmt ForForForAmend Articles 14 and 17 of Bylaws Re: Board Powers and Censors
26
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
27
South Jersey Industries, Inc.
Meeting Date: 04/30/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 838518108
Ticker: SJI
Shares Voted: 7,852
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sarah M. Barpoulis Mgmt For For For
Mgmt ForForForElect Director Victor A. Fortkiewicz 1b
Mgmt ForForForElect Director Sheila Hartnett-Devlin 1c
Mgmt ForForForElect Director G. Edison Holland, Jr. 1d
Mgmt ForForForElect Director Sunita Holzer 1e
Mgmt ForForForElect Director Kevin M. O'Dowd 1f
Mgmt ForForForElect Director Christopher J. Paladino 1g
Mgmt ForForForElect Director Michael J. Renna 1h
Mgmt ForForForElect Director Joseph M. Rigby 1i
Mgmt ForForForElect Director Frank L. Sims 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
United Overseas Bank Limited (Singapore)
Meeting Date: 04/30/2021
Record Date:
Country: Singapore
Meeting Type: Annual
Primary Security ID: Y9T10P105
Ticker: U11
Shares Voted: 615,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Adopt Financial Statements and Directors' and Auditors' Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove Directors' Fees 3
Mgmt ForForForApprove Ernst & Young LLP as Auditors and Authorize Directors to Fix Their Remuneration
4
Mgmt AgainstAgainstForElect Wong Kan Seng as Director 5
Mgmt ForForForElect Alvin Yeo Khirn Hai as Director 6
Mgmt ForForForElect Chia Tai Tee as Director 7
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights
8
Mgmt ForForForApprove Issuance of Shares Pursuant to the UOB Scrip Dividend Scheme
9
Mgmt ForForForAuthorize Share Repurchase Program 10
Vivara Participacoes SA
Meeting Date: 04/30/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P98017109
Ticker: VIVA3
Shares Voted: 214,100
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Indemnification Agreement between the Company and Company's Management
Mgmt For Against Against
Mgmt AgainstAgainstForAmend Articles 2
Mgmt AgainstAgainstForConsolidate Bylaws 3
Vivara Participacoes SA
Meeting Date: 04/30/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P98017109
Ticker: VIVA3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Vivara Participacoes SA
Shares Voted: 214,100
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
Mgmt For For For
Mgmt ForForForAccept Management Statements for Fiscal Year Ended Dec. 31, 2020
2
Mgmt ForForForApprove Allocation of Income and Dividends 3
Mgmt ForForForFix Number of Directors at Five 4
Mgmt AbstainAbstainNoneDo You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
5
Mgmt ForForForElect Directors 6
Mgmt AgainstAgainstNoneIn Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate?
7
Mgmt AbstainAbstainNoneIn Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below?
8
MgmtIF CUMULATIVE VOTE IS ADOPTED - If Voting FOR Item 8: Votes Are Distributed in Equal % Amongst Nominees Voted FOR. An AGAINST Vote Is Required If Supporting Candidate(s) Under Cumulative and Not Supporting Any Director(s)/Slate Under Majority Voting
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Joao Cox Neto as Independent Director
9.1
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Sylvia de Souza Leao Wanderley as Independent Director
9.2
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Fabio Jose Silva Coelho as Independent Director
9.3
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Anna Andrea Votta Alves Chaia as Independent Director
9.4
Mgmt AbstainAbstainNonePercentage of Votes to Be Assigned - Elect Marcio Monteiro Kaufman as Director
9.5
Mgmt ForForNoneAs an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Vivara Participacoes SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Classification of Joao Cox Neto, Sylvia de Souza Leao Wanderley, Fabio Jose Silva Coelho and Anna Andrea Votta Alves Chaia as Independent Directors
11
Mgmt ForForForApprove Remuneration of Company's Management
12
Mgmt ForForNoneDo You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
13
Berkshire Hathaway Inc.
Meeting Date: 05/01/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 084670702
Ticker: BRK.B
Shares Voted: 2,231,161
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Warren E. Buffett Mgmt For For For
Mgmt ForForForElect Director Charles T. Munger 1.2
Mgmt ForForForElect Director Gregory E. Abel 1.3
Mgmt ForForForElect Director Howard G. Buffett 1.4
Mgmt ForForForElect Director Stephen B. Burke 1.5
Mgmt ForForForElect Director Kenneth I. Chenault 1.6
Mgmt WithholdWithholdForElect Director Susan L. Decker 1.7
Mgmt WithholdWithholdForElect Director David S. Gottesman 1.8
Mgmt WithholdWithholdForElect Director Charlotte Guyman 1.9
Mgmt ForForForElect Director Ajit Jain 1.10
Mgmt WithholdWithholdForElect Director Thomas S. Murphy 1.11
Mgmt ForForForElect Director Ronald L. Olson 1.12
Mgmt WithholdWithholdForElect Director Walter Scott, Jr. 1.13
Mgmt WithholdWithholdForElect Director Meryl B. Witmer 1.14
SH ForReferAgainstReport on Climate-Related Risks and Opportunities
2
SH ForForAgainstPublish Annually a Report Assessing Diversity and Inclusion Efforts
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Aflac Incorporated
Meeting Date: 05/03/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 001055102
Ticker: AFL
Shares Voted: 3,300,292
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Daniel P. Amos Mgmt For For For
Mgmt ForForForElect Director W. Paul Bowers 1b
Mgmt ForForForElect Director Toshihiko Fukuzawa 1c
Mgmt ForForForElect Director Thomas J. Kenny 1d
Mgmt ForForForElect Director Georgette D. Kiser 1e
Mgmt ForForForElect Director Karole F. Lloyd 1f
Mgmt ForForForElect Director Nobuchika Mori 1g
Mgmt ForForForElect Director Joseph L. Moskowitz 1h
Mgmt ForForForElect Director Barbara K. Rimer 1i
Mgmt ForForForElect Director Katherine T. Rohrer 1j
Mgmt ForForForElect Director Melvin T. Stith 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Bank OZK
Meeting Date: 05/03/2021
Record Date: 02/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 06417N103
Ticker: OZK
Shares Voted: 23,830
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Nicholas Brown Mgmt For For For
Mgmt ForForForElect Director Paula Cholmondeley 1.2
Mgmt ForForForElect Director Beverly Cole 1,3
Mgmt ForForForElect Director Robert East 1.4
Mgmt ForForForElect Director Kathleen Franklin 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Bank OZK
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Catherine B. Freedberg 1.6
Mgmt ForForForElect Director Jeffrey Gearhart 1.7
Mgmt ForForForElect Director George Gleason 1.8
Mgmt ForForForElect Director Peter Kenny 1.9
Mgmt ForForForElect Director William A. Koefoed, Jr. 1.10
Mgmt ForForForElect Director Christopher Orndorff 1.11
Mgmt ForForForElect Director Steven Sadoff 1.12
Mgmt ForForForElect Director Ross Whipple 1.13
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Eli Lilly and Company
Meeting Date: 05/03/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 532457108
Ticker: LLY
Shares Voted: 15
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Katherine Baicker Mgmt For For For
Mgmt ForForForElect Director J. Erik Fyrwald 1b
Mgmt ForForForElect Director Jamere Jackson 1c
Mgmt ForForForElect Director Gabrielle Sulzberger 1d
Mgmt AgainstAgainstForElect Director Jackson P. Tai 1e
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForDeclassify the Board of Directors 4
Mgmt ForForForEliminate Supermajority Vote Requirement 5
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Eli Lilly and Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstRequire Independent Board Chair 7
SH ForForAgainstAdopt Policy on Bonus Banking 8
SH ForForAgainstClawback Disclosure of Recoupment Activity from Senior Officers
9
Midland States Bancorp, Inc.
Meeting Date: 05/03/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 597742105
Ticker: MSBI
Shares Voted: 154,306
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jeffrey G. Ludwig Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Deborah A. Golden 1.2
Mgmt AgainstAgainstForElect Director Dwight A. Miller 1.3
Mgmt AgainstAgainstForElect Director Robert F. Schultz 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Crowe LLP as Auditors 3
Ternium SA
Meeting Date: 05/03/2021
Record Date: 03/29/2021
Country: Luxembourg
Meeting Type: Annual
Primary Security ID: 880890108
Ticker: TX
Shares Voted: 18,707
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Financial Statements 2
Mgmt ForForForApprove Allocation of Income and Dividends 3
Mgmt ForForForApprove Discharge of Directors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ternium SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForReelect Directors 5
Mgmt AgainstAgainstForApprove Additional Remuneration of Directors for FY 2020
6
Mgmt AgainstAgainstForApprove Remuneration of Directors for FY 2021
7
Mgmt ForForForApprove PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration
8
Mgmt ForForForApprove Share Repurchase 9
Mgmt ForForForAllow Board to Appoint One or More of its Members as Company's Attorney-in-Fact
10
Air Liquide SA
Meeting Date: 05/04/2021
Record Date: 04/30/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F01764103
Ticker: AI
Shares Voted: 990
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 2.75 per Share and an Extra of EUR 0.27 per Share to Long Term Registered Shares
3
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
4
Mgmt ForForForReelect Xavier Huillard as Director 5
Mgmt ForForForElect Pierre Breber as Director 6
Mgmt ForForForElect Aiman Ezzat as Director 7
Mgmt ForForForElect Bertrand Dumazy as Director 8
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of the New Transactions
9
Mgmt ForForForApprove Compensation of Benoit Potier 10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Air Liquide SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Compensation Report of Corporate Officers
11
Mgmt ForForForApprove Remuneration Policy of Corporate Officers
12
Mgmt ForForForApprove Remuneration Policy of Directors 13
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
14
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 470 Million
15
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
16
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
17
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
18
MgmtOrdinary Business
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
19
American Express Company
Meeting Date: 05/04/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 025816109
Ticker: AXP
Shares Voted: 61,117
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Thomas J. Baltimore Mgmt For For For
Mgmt ForForForElect Director Charlene Barshefsky 1b
Mgmt ForForForElect Director John J. Brennan 1c
Mgmt ForForForElect Director Peter Chernin 1d
Mgmt ForForForElect Director Ralph de la Vega 1e
Mgmt ForForForElect Director Michael O. Leavitt 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
American Express Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Theodore J. Leonsis 1g
Mgmt ForForForElect Director Karen L. Parkhill 1h
Mgmt ForForForElect Director Charles E. Phillips 1i
Mgmt ForForForElect Director Lynn A. Pike 1j
Mgmt ForForForElect Director Stephen J. Squeri 1k
Mgmt ForForForElect Director Daniel L. Vasella 1l
Mgmt ForForForElect Director Lisa W. Wardell 1m
Mgmt ForForForElect Director Ronald A. Williams 1n
Mgmt ForForForElect Director Christopher D. Young 1o
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH ForForAgainstPublish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts
5
Barrick Gold Corporation
Meeting Date: 05/04/2021
Record Date: 03/05/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 067901108
Ticker: GOLD
Shares Voted: 6,119
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director D. Mark Bristow Mgmt For For For
Mgmt ForForForElect Director Gustavo A. Cisneros 1.2
Mgmt ForForForElect Director Christopher L. Coleman 1.3
Mgmt ForForForElect Director J. Michael Evans 1.4
Mgmt ForForForElect Director Brian L. Greenspun 1.5
Mgmt ForForForElect Director J. Brett Harvey 1.6
Mgmt ForForForElect Director Anne N. Kabagambe 1.7
Mgmt ForForForElect Director Andrew J. Quinn 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Barrick Gold Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director M. Loreto Silva 1.9
Mgmt ForForForElect Director John L. Thornton 1.10
Mgmt ForForForApprove Pricewaterhousecoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Mgmt ForForForApprove Reduction in Stated Capital 4
Bristol-Myers Squibb Company
Meeting Date: 05/04/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 110122108
Ticker: BMY
Shares Voted: 34
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Peter J. Arduini Mgmt For For For
Mgmt ForForForElect Director Michael W. Bonney 1B
Mgmt ForForForElect Director Giovanni Caforio 1C
Mgmt ForForForElect Director Julia A. Haller 1D
Mgmt ForForForElect Director Paula A. Price 1E
Mgmt ForForForElect Director Derica W. Rice 1F
Mgmt ForForForElect Director Theodore R. Samuels 1G
Mgmt ForForForElect Director Gerald L. Storch 1H
Mgmt ForForForElect Director Karen H. Vousden 1I
Mgmt ForForForElect Director Phyllis R. Yale 1J
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Mgmt ForForForReduce Ownership Threshold for Special Shareholder Meetings to 15%
5
SH ForForAgainstRequire Independent Board Chair 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Bristol-Myers Squibb Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstProvide Right to Act by Written Consent 7
SH ForForAgainstReduce Ownership Threshold for Special Shareholder Meetings to 10%
8
CF Industries Holdings, Inc.
Meeting Date: 05/04/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 125269100
Ticker: CF
Shares Voted: 10,482
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Javed Ahmed Mgmt For For For
Mgmt ForForForElect Director Robert C. Arzbaecher 1b
Mgmt ForForForElect Director Deborah L. DeHaas 1c
Mgmt ForForForElect Director John W. Eaves 1d
Mgmt ForForForElect Director Stephen A. Furbacher 1e
Mgmt ForForForElect Director Stephen J. Hagge 1f
Mgmt ForForForElect Director Anne P. Noonan 1g
Mgmt ForForForElect Director Michael J. Toelle 1h
Mgmt ForForForElect Director Theresa E. Wagler 1i
Mgmt ForForForElect Director Celso L. White 1j
Mgmt ForForForElect Director W. Anthony Will 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAdopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes
3
Mgmt ForForForRatify KPMG LLP as Auditors 4
SH ForForAgainstProvide Right to Act by Written Consent 5
Expeditors International of Washington, Inc.
Meeting Date: 05/04/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 302130109
Ticker: EXPD
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Expeditors International of Washington, Inc.
Shares Voted: 416,320
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert R. Wright Mgmt For For For
Mgmt ForForForElect Director Glenn M. Alger 1.2
Mgmt ForForForElect Director Robert P. Carlile 1.3
Mgmt ForForForElect Director James M. DuBois 1.4
Mgmt AgainstAgainstForElect Director Mark A. Emmert 1.5
Mgmt AgainstAgainstForElect Director Diane H. Gulyas 1.6
Mgmt ForForForElect Director Jeffrey S. Musser 1.7
Mgmt AgainstAgainstForElect Director Liane J. Pelletier 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Fresh Del Monte Produce Inc.
Meeting Date: 05/04/2021
Record Date: 03/10/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G36738105
Ticker: FDP
Shares Voted: 1,032,493
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mohammad Abu-Ghazaleh Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Ahmad Abu-Ghazaleh 1.2
Mgmt ForForForElect Director Kristin Colber-Baker 1.3
Mgmt ForForForElect Director Lori Tauber Marcus 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAdopt Second Amended and Restated Memorandum and Articles of Association
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Heritage Financial Corporation
Meeting Date: 05/04/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 42722X106
Ticker: HFWA
Shares Voted: 4,255
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Brian S. Charneski Mgmt For For For
Mgmt AgainstAgainstForElect Director John A. Clees 1.2
Mgmt AgainstAgainstForElect Director Kimberly T. Ellwanger 1.3
Mgmt ForForForElect Director Jeffrey J. Deuel 1.4
Mgmt ForForForElect Director Deborah J. Gavin 1.5
Mgmt AgainstAgainstForElect Director Jeffrey S. Lyon 1.6
Mgmt ForForForElect Director Gragg E. Miller 1.7
Mgmt AgainstAgainstForElect Director Anthony B. Pickering 1.8
Mgmt ForForForElect Director Frederick B. Rivera 1.9
Mgmt ForForForElect Director Brian L. Vance 1.10
Mgmt AgainstAgainstForElect Director Ann Watson 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Crowe LLP as Auditors 3
Hubbell Incorporated
Meeting Date: 05/04/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 443510607
Ticker: HUBB
Shares Voted: 73,842
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Gerben W. Bakker Mgmt For For For
Mgmt ForForForElect Director Carlos M. Cardoso 1.2
Mgmt ForForForElect Director Anthony J. Guzzi 1.3
Mgmt ForForForElect Director Rhett A. Hernandez 1.4
Mgmt ForForForElect Director Neal J. Keating 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hubbell Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Bonnie C. Lind 1.6
Mgmt ForForForElect Director John F. Malloy 1.7
Mgmt ForForForElect Director Jennifer M. Pollino 1.8
Mgmt ForForForElect Director John G. Russell 1.9
Mgmt ForForForElect Director Steven R. Shawley 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Magnolia Oil & Gas Corporation
Meeting Date: 05/04/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 559663109
Ticker: MGY
Shares Voted: 8,293
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Stephen "Steve" I. Chazen Mgmt For For For
Mgmt ForForForElect Director Arcilia C. Acosta 1b
Mgmt ForForForElect Director Angela M. Busch 1c
Mgmt ForForForElect Director Edward P. Djerejian 1d
Mgmt ForForForElect Director James R. Larson 1e
Mgmt ForForForElect Director Dan F. Smith 1f
Mgmt ForForForElect Director John B. Walker 1g
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
National Bank Holdings Corporation
Meeting Date: 05/04/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 633707104
Ticker: NBHC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
National Bank Holdings Corporation
Shares Voted: 6,096
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ralph W. Clermont Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Robert E. Dean 1.2
Mgmt WithholdWithholdForElect Director Fred J. Joseph 1.3
Mgmt ForForForElect Director G. Timothy Laney 1.4
Mgmt ForForForElect Director Micho F. Spring 1.5
Mgmt ForForForElect Director Burney S. Warren, III 1.6
Mgmt WithholdWithholdForElect Director Art Zeile 1.7
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Omnicom Group Inc.
Meeting Date: 05/04/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 681919106
Ticker: OMC
Shares Voted: 173,451
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John D. Wren Mgmt For For For
Mgmt ForForForElect Director Mary C. Choksi 1.2
Mgmt ForForForElect Director Leonard S. Coleman, Jr. 1.3
Mgmt ForForForElect Director Susan S. Denison 1.4
Mgmt ForForForElect Director Ronnie S. Hawkins 1.5
Mgmt ForForForElect Director Deborah J. Kissire 1.6
Mgmt ForForForElect Director Gracia C. Martore 1.7
Mgmt ForForForElect Director Linda Johnson Rice 1.8
Mgmt ForForForElect Director Valerie M. Williams 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Omnicom Group Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForApprove Omnibus Stock Plan 4
SH AgainstAgainstAgainstReport on Political Contributions and Expenditures
5
Primo Water Corporation
Meeting Date: 05/04/2021
Record Date: 03/15/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 74167P108
Ticker: PRMW
Shares Voted: 5,422
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Britta Bomhard Mgmt For Withhold Withhold
Mgmt ForForForElect Director Susan E. Cates 1.2
Mgmt ForForForElect Director Jerry Fowden 1.3
Mgmt WithholdWithholdForElect Director Stephen H. Halperin 1.4
Mgmt ForForForElect Director Thomas J. Harrington 1.5
Mgmt ForForForElect Director Betty Jane (BJ) Hess 1.6
Mgmt ForForForElect Director Gregory Monahan 1.7
Mgmt ForForForElect Director Mario Pilozzi 1.8
Mgmt ForForForElect Director Billy D. Prim 1.9
Mgmt WithholdWithholdForElect Director Eric Rosenfeld 1.10
Mgmt ForForForElect Director Graham W. Savage 1.11
Mgmt ForForForElect Director Steven P. Stanbrook 1.12
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Mgmt AgainstAgainstForApprove Shareholder Rights Plan 4
Mgmt AgainstAgainstForApprove Continuance of Company 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Primoris Services Corporation
Meeting Date: 05/04/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74164F103
Ticker: PRIM
Shares Voted: 12,600
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Stephen C. Cook Mgmt For For For
Mgmt ForForForElect Director David L. King 1.2
Mgmt ForForForElect Director Carla S. Mashinski 1.3
Mgmt ForForForElect Director Terry D. McCallister 1.4
Mgmt ForForForElect Director Thomas E. McCormick 1.5
Mgmt ForForForElect Director Jose R. Rodriguez 1.6
Mgmt ForForForElect Director John P. Schauerman 1.7
Mgmt ForForForElect Director Robert A. Tinstman 1.8
Mgmt ForForForElect Director Patricia K. Wagner 1.9
Mgmt ForForForRatify Moss Adams LLP as Auditors 2
The Manitowoc Company, Inc.
Meeting Date: 05/04/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 563571405
Ticker: MTW
Shares Voted: 1,611
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Anne E. Belec Mgmt For For For
Mgmt WithholdWithholdForElect Director Robert G. Bohn 1.2
Mgmt ForForForElect Director Donald M. Condon, Jr. 1.3
Mgmt ForForForElect Director Anne M. Cooney 1.4
Mgmt ForForForElect Director Kenneth W. Krueger 1.5
Mgmt WithholdWithholdForElect Director C. David Myers 1.6
Mgmt WithholdWithholdForElect Director John C. Pfeifer 1.7
Mgmt ForForForElect Director Aaron H. Ravenscroft 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Manitowoc Company, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Allianz SE
Meeting Date: 05/05/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D03080112
Ticker: ALV
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt Do Not Vote
ForForApprove Allocation of Income and Dividends of EUR 9.60 per Share
2
Mgmt Do Not Vote
ForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt Do Not Vote
ForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt Do Not Vote
ForForApprove Remuneration Policy 5
Mgmt Do Not Vote
ForForApprove Remuneration of Supervisory Board 6
Mgmt Do Not Vote
ForForAmend Articles Re: Supervisory Board Term of Office
7
Shares Voted: 7,314
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtReceive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
1
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 9.60 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForApprove Remuneration Policy 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Allianz SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration of Supervisory Board 6
Mgmt ForForForAmend Articles Re: Supervisory Board Term of Office
7
Allison Transmission Holdings, Inc.
Meeting Date: 05/05/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 01973R101
Ticker: ALSN
Shares Voted: 3,552,072
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Judy L. Altmaier Mgmt For For For
Mgmt ForForForElect Director Stan A. Askren 1b
Mgmt ForForForElect Director David C. Everitt 1c
Mgmt ForForForElect Director Alvaro Garcia-Tunon 1d
Mgmt ForForForElect Director David S. Graziosi 1e
Mgmt ForForForElect Director Carolann I. Haznedar 1f
Mgmt ForForForElect Director Richard P. Lavin 1g
Mgmt ForForForElect Director Thomas W. Rabaut 1h
Mgmt ForForForElect Director Richard V. Reynolds 1i
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Assured Guaranty Ltd.
Meeting Date: 05/05/2021
Record Date: 03/12/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G0585R106
Ticker: AGO
Shares Voted: 1,338,269
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Francisco L. Borges Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Assured Guaranty Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director G. Lawrence Buhl 1b
Mgmt ForForForElect Director Dominic J. Frederico 1c
Mgmt ForForForElect Director Bonnie L. Howard 1d
Mgmt ForForForElect Director Thomas W. Jones 1e
Mgmt ForForForElect Director Patrick W. Kenny 1f
Mgmt ForForForElect Director Alan J. Kreczko 1g
Mgmt ForForForElect Director Simon W. Leathes 1h
Mgmt ForForForElect Director Michelle McCloskey 1i
Mgmt ForForForElect Director Michael T. O'Kane 1j
Mgmt ForForForElect Director Yukiko Omura 1k
Mgmt ForForForElect Director Lorin P.T. Radtke 1l
Mgmt ForForForElect Director Courtney C. Shea 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForForElect Howard W. Albert as Director of Assured Guaranty Re Ltd.
4aa
Mgmt ForForForElect Robert A. Bailenson as Director of Assured Guaranty Re Ltd.
4ab
Mgmt ForForForElect Russell B. Brewer, II as Director of Assured Guaranty Re Ltd.
4ac
Mgmt ForForForElect Gary Burnet as Director of Assured Guaranty Re Ltd.
4ad
Mgmt ForForForElect Ling Chow as Director of Assured Guaranty Re Ltd.
4ae
Mgmt ForForForElect Stephen Donnarumma as Director of Assured Guaranty Re Ltd.
4af
Mgmt ForForForElect Dominic J. Frederico as Director of Assured Guaranty Re Ltd.
4ag
Mgmt ForForForElect Darrin Futter as Director of Assured Guaranty Re Ltd.
4ah
Mgmt ForForForElect Walter A. Scott as Director of Assured Guaranty Re Ltd.
4ai
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd.
4B
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Discover Financial Services
Meeting Date: 05/05/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 254709108
Ticker: DFS
Shares Voted: 789,763
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jeffrey S. Aronin Mgmt For For For
Mgmt ForForForElect Director Mary K. Bush 1.2
Mgmt ForForForElect Director Gregory C. Case 1.3
Mgmt ForForForElect Director Candace H. Duncan 1.4
Mgmt ForForForElect Director Joseph F. Eazor 1.5
Mgmt ForForForElect Director Cynthia A. Glassman 1.6
Mgmt ForForForElect Director Roger C. Hochschild 1.7
Mgmt ForForForElect Director Thomas G. Maheras 1.8
Mgmt ForForForElect Director Michael H. Moskow 1.9
Mgmt ForForForElect Director David L. Rawlinson, II 1.10
Mgmt ForForForElect Director Mark A. Thierer 1.11
Mgmt ForForForElect Director Jennifer L. Wong 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Dominion Energy, Inc.
Meeting Date: 05/05/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 25746U109
Ticker: D
Shares Voted: 47
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director James A. Bennett Mgmt For For For
Mgmt ForForForElect Director Robert M. Blue 1B
Mgmt ForForForElect Director Helen E. Dragas 1C
Mgmt ForForForElect Director James O. Ellis, Jr. 1D
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Dominion Energy, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director D. Maybank Hagood 1E
Mgmt ForForForElect Director Ronald W. Jibson 1F
Mgmt ForForForElect Director Mark J. Kington 1G
Mgmt ForForForElect Director Joseph M. Rigby 1H
Mgmt ForForForElect Director Pamela J. Royal 1I
Mgmt ForForForElect Director Robert H. Spilman, Jr. 1J
Mgmt ForForForElect Director Susan N. Story 1K
Mgmt ForForForElect Director Michael E. Szymanczyk 1L
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 4
SH ForForAgainstRequire Independent Board Chair 5
SH ForForAgainstAmend Proxy Access Right 6
Essent Group Ltd.
Meeting Date: 05/05/2021
Record Date: 03/19/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G3198U102
Ticker: ESNT
Shares Voted: 1,638,795
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jane P. Chwick Mgmt For For For
Mgmt ForForForElect Director Aditya Dutt 1.2
Mgmt ForForForElect Director Roy J. Kasmar 1.3
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
General Dynamics Corporation
Meeting Date: 05/05/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 369550108
Ticker: GD
Shares Voted: 1,402,409
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James S. Crown Mgmt For For For
Mgmt ForForForElect Director Rudy F. deLeon 1b
Mgmt ForForForElect Director Cecil D. Haney 1c
Mgmt ForForForElect Director Mark M. Malcolm 1d
Mgmt ForForForElect Director James N. Mattis 1e
Mgmt ForForForElect Director Phebe N. Novakovic 1f
Mgmt ForForForElect Director C. Howard Nye 1g
Mgmt ForForForElect Director Catherine B. Reynolds 1h
Mgmt ForForForElect Director Laura J. Schumacher 1i
Mgmt ForForForElect Director Robert K. Steel 1j
Mgmt ForForForElect Director John G. Stratton 1k
Mgmt ForForForElect Director Peter A. Wall 1l
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
Gibraltar Industries, Inc.
Meeting Date: 05/05/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 374689107
Ticker: ROCK
Shares Voted: 7,787
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mark G. Barberio Mgmt For For For
Mgmt ForForForElect Director William T. Bosway 1b
Mgmt ForForForElect Director Craig A. Hindman 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Gibraltar Industries, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Gwendolyn G. Mizell 1d
Mgmt ForForForElect Director William P. Montague 1e
Mgmt ForForForElect Director Linda K. Myers 1f
Mgmt ForForForElect Director James B. Nish 1g
Mgmt ForForForElect Director Atlee Valentine Pope 1h
Mgmt ForForForElect Director Manish H. Shah 1i
Mgmt AgainstAgainstForIncrease Authorized Common Stock 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
GlaxoSmithKline Plc
Meeting Date: 05/05/2021
Record Date: 04/30/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G3910J112
Ticker: GSK
Shares Voted: 168,086
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForRe-elect Sir Jonathan Symonds as Director 3
Mgmt ForForForRe-elect Dame Emma Walmsley as Director 4
Mgmt ForForForRe-elect Charles Bancroft as Director 5
Mgmt ForForForRe-elect Vindi Banga as Director 6
Mgmt ForForForRe-elect Dr Hal Barron as Director 7
Mgmt ForForForRe-elect Dr Vivienne Cox as Director 8
Mgmt ForForForRe-elect Lynn Elsenhans as Director 9
Mgmt ForForForRe-elect Dr Laurie Glimcher as Director 10
Mgmt ForForForRe-elect Dr Jesse Goodman as Director 11
Mgmt ForForForRe-elect Iain Mackay as Director 12
Mgmt ForForForRe-elect Urs Rohner as Director 13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
GlaxoSmithKline Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForReappoint Deloitte LLP as Auditors 14
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
15
Mgmt ForForForAuthorise UK Political Donations and Expenditure
16
Mgmt ForForForAuthorise Issue of Equity 17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
19
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 20
Mgmt ForForForApprove the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports
21
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
GlaxoSmithKline Plc
Meeting Date: 05/05/2021
Record Date: 03/18/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G3910J112
Ticker: GSK
Shares Voted: 57,640
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForRe-elect Sir Jonathan Symonds as Director 3
Mgmt ForForForRe-elect Dame Emma Walmsley as Director 4
Mgmt ForForForRe-elect Charles Bancroft as Director 5
Mgmt ForForForRe-elect Vindi Banga as Director 6
Mgmt ForForForRe-elect Dr Hal Barron as Director 7
Mgmt ForForForRe-elect Dr Vivienne Cox as Director 8
Mgmt ForForForRe-elect Lynn Elsenhans as Director 9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
GlaxoSmithKline Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Dr Laurie Glimcher as Director 10
Mgmt ForForForRe-elect Dr Jesse Goodman as Director 11
Mgmt ForForForRe-elect Iain Mackay as Director 12
Mgmt ForForForRe-elect Urs Rohner as Director 13
Mgmt ForForForReappoint Deloitte LLP as Auditors 14
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
15
Mgmt ForForForAuthorise UK Political Donations and Expenditure
16
Mgmt ForForForAuthorise Issue of Equity 17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
19
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 20
Mgmt ForForForApprove the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports
21
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
Hannover Rueck SE
Meeting Date: 05/05/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D3015J135
Ticker: HNR1
Shares Voted: 54,812
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 4.50 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hannover Rueck SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds with Partial Exclusion of Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billion; Approve Creation of EUR 24.1 Million Pool of Capital to Guarantee Conversion Rights
5
Mgmt ForForForApprove Creation of EUR 24.1 Million Pool of Capital with Partial Exclusion of Preemptive Rights
6
Mgmt ForForForApprove Creation of EUR 1 Million Pool of Capital for Employee Stock Purchase Plan
7
Mgmt ForForForApprove Remuneration Policy 8
Mgmt ForForForApprove Remuneration of Supervisory Board 9
Kemper Corporation
Meeting Date: 05/05/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 488401100
Ticker: KMPR
Shares Voted: 2,261
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Teresa A. Canida Mgmt For For For
Mgmt ForForForElect Director George N. Cochran 1b
Mgmt ForForForElect Director Kathleen M. Cronin 1c
Mgmt ForForForElect Director Lacy M. Johnson 1d
Mgmt ForForForElect Director Robert J. Joyce 1e
Mgmt ForForForElect Director Joseph P. Lacher, Jr. 1f
Mgmt ForForForElect Director Gerald Laderman 1g
Mgmt ForForForElect Director Stuart B. Parker 1h
Mgmt ForForForElect Director Christopher B. Sarofim 1i
Mgmt ForForForElect Director David P. Storch 1j
Mgmt ForForForElect Director Susan D. Whiting 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
LPL Financial Holdings Inc.
Meeting Date: 05/05/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 50212V100
Ticker: LPLA
Shares Voted: 150,103
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Dan H. Arnold Mgmt For For For
Mgmt ForForForElect Director Edward C. Bernard 1b
Mgmt ForForForElect Director H. Paulett Eberhart 1c
Mgmt ForForForElect Director William F. Glavin, Jr. 1d
Mgmt ForForForElect Director Allison H. Mnookin 1e
Mgmt ForForForElect Director Anne M. Mulcahy 1f
Mgmt ForForForElect Director James S. Putnam 1g
Mgmt ForForForElect Director Richard P. Schifter 1h
Mgmt ForForForElect Director Corey E. Thomas 1i
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForApprove Qualified Employee Stock Purchase Plan
5
NVR, Inc.
Meeting Date: 05/05/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 62944T105
Ticker: NVR
Shares Voted: 9,397
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Dwight C. Schar Mgmt For For For
Mgmt ForForForElect Director C. E. Andrews 1.2
Mgmt ForForForElect Director Sallie B. Bailey 1.3
Mgmt AgainstAgainstForElect Director Thomas D. Eckert 1.4
Mgmt ForForForElect Director Alfred E. Festa 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NVR, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Manuel H. Johnson 1.6
Mgmt ForForForElect Director Alexandra A. Jung 1.7
Mgmt ForForForElect Director Mel Martinez 1.8
Mgmt ForForForElect Director William A. Moran 1.9
Mgmt AgainstAgainstForElect Director David A. Preiser 1.10
Mgmt AgainstAgainstForElect Director W. Grady Rosier 1.11
Mgmt AgainstAgainstForElect Director Susan Williamson Ross 1.12
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
PepsiCo, Inc.
Meeting Date: 05/05/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 713448108
Ticker: PEP
Shares Voted: 72
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Segun Agbaje Mgmt For For For
Mgmt ForForForElect Director Shona L. Brown 1b
Mgmt ForForForElect Director Cesar Conde 1c
Mgmt ForForForElect Director Ian Cook 1d
Mgmt ForForForElect Director Dina Dublon 1e
Mgmt ForForForElect Director Michelle Gass 1f
Mgmt ForForForElect Director Ramon L. Laguarta 1g
Mgmt ForForForElect Director Dave Lewis 1h
Mgmt ForForForElect Director David C. Page 1i
Mgmt ForForForElect Director Robert C. Pohlad 1j
Mgmt ForForForElect Director Daniel Vasella 1k
Mgmt ForForForElect Director Darren Walker 1l
Mgmt ForForForElect Director Alberto Weisser 1m
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PepsiCo, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
SH AgainstReferAgainstReport on Sugar and Public Health 5
SH AgainstAgainstAgainstReport on External Public Health Costs 6
Perspecta Inc.
Meeting Date: 05/05/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Special
Primary Security ID: 715347100
Ticker: PRSP
Shares Voted: 11
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
Philip Morris International Inc.
Meeting Date: 05/05/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 718172109
Ticker: PM
Shares Voted: 251,740
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Brant Bonin Bough Mgmt For For For
Mgmt ForForForElect Director Andre Calantzopoulos 1b
Mgmt ForForForElect Director Michel Combes 1c
Mgmt ForForForElect Director Juan Jose Daboub 1d
Mgmt ForForForElect Director Werner Geissler 1e
Mgmt AgainstAgainstForElect Director Lisa A. Hook 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Philip Morris International Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Jun Makihara 1g
Mgmt ForForForElect Director Kalpana Morparia 1h
Mgmt ForForForElect Director Lucio A. Noto 1i
Mgmt ForForForElect Director Jacek Olczak 1j
Mgmt ForForForElect Director Frederik Paulsen 1k
Mgmt ForForForElect Director Robert B. Polet 1l
Mgmt ForForForElect Director Shlomo Yanai 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers SA as Auditor 3
Regency Centers Corporation
Meeting Date: 05/05/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 758849103
Ticker: REG
Shares Voted: 597,915
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Martin E. Stein, Jr. Mgmt For For For
Mgmt ForForForElect Director Joseph F. Azrack 1b
Mgmt AgainstAgainstForElect Director Bryce Blair 1c
Mgmt ForForForElect Director C. Ronald Blankenship 1d
Mgmt ForForForElect Director Deirdre J. Evens 1e
Mgmt ForForForElect Director Thomas W. Furphy 1f
Mgmt AgainstAgainstForElect Director Karin M. Klein 1g
Mgmt AgainstAgainstForElect Director Peter D. Linneman 1h
Mgmt AgainstAgainstForElect Director David P. O'Connor 1i
Mgmt ForForForElect Director Lisa Palmer 1j
Mgmt ForForForElect Director Thomas G. Wattles 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
RenaissanceRe Holdings Ltd.
Meeting Date: 05/05/2021
Record Date: 03/09/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G7496G103
Ticker: RNR
Shares Voted: 804,082
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Brian G. J. Gray Mgmt For For For
Mgmt ForForForElect Director Duncan P. Hennes 1b
Mgmt ForForForElect Director Kevin J. O'Donnell 1c
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Ernst & Young Ltd. as Auditors and Authorize Board to Fix Their Remuneration
3
S&P Global Inc.
Meeting Date: 05/05/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78409V104
Ticker: SPGI
Shares Voted: 6,060
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Marco Alvera Mgmt For For For
Mgmt ForForForElect Director William J. Amelio 1.2
Mgmt ForForForElect Director William D. Green 1.3
Mgmt ForForForElect Director Stephanie C. Hill 1.4
Mgmt ForForForElect Director Rebecca J. Jacoby 1.5
Mgmt ForForForElect Director Monique F. Leroux 1.6
Mgmt ForForForElect Director Ian P. Livingston 1.7
Mgmt ForForForElect Director Maria R. Morris 1.8
Mgmt ForForForElect Director Douglas L. Peterson 1.9
Mgmt ForForForElect Director Edward B. Rust, Jr. 1.10
Mgmt ForForForElect Director Kurt L. Schmoke 1.11
Mgmt ForForForElect Director Richard E. Thornburgh 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
S&P Global Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForApprove Greenhouse Gas (GHG) Emissions Reduction Plan
4
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
5
Stryker Corporation
Meeting Date: 05/05/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 863667101
Ticker: SYK
Shares Voted: 89,265
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mary K. Brainerd Mgmt For For For
Mgmt ForForForElect Director Giovanni Caforio 1b
Mgmt ForForForElect Director Srikant M. Datar 1c
Mgmt ForForForElect Director Allan C. Golston 1d
Mgmt ForForForElect Director Kevin A. Lobo 1e
Mgmt AgainstAgainstForElect Director Sherilyn S. McCoy 1f
Mgmt ForForForElect Director Andrew K. Silvernail 1g
Mgmt ForForForElect Director Lisa M. Skeete Tatum 1h
Mgmt ForForForElect Director Ronda E. Stryker 1i
Mgmt ForForForElect Director Rajeev Suri 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReport on Workforce Involvement in Corporate Governance
4
SH ForForAgainstProvide Right to Call A Special Meeting 5
Tronox Holdings Plc
Meeting Date: 05/05/2021
Record Date: 03/26/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G9087Q102
Ticker: TROX
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tronox Holdings Plc
Shares Voted: 110,840
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ilan Kaufthal Mgmt For For For
Mgmt AgainstAgainstForElect Director Mutlaq Al-Morished 1b
Mgmt ForForForElect Director Vanessa Guthrie 1c
Mgmt ForForForElect Director Peter B. Johnston 1d
Mgmt ForForForElect Director Ginger M. Jones 1e
Mgmt ForForForElect Director Stephen Jones 1f
Mgmt ForForForElect Director Moazzam Khan 1g
Mgmt ForForForElect Director Sipho Nkosi 1h
Mgmt ForForForElect Director John Romano 1i
Mgmt ForForForElect Director Jean-Francois Turgeon 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForAccept Financial Statements and Statutory Reports
4
Mgmt ForForForApprove Remuneration Report 5
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Statutory Auditors
6
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
7
Universal Stainless & Alloy Products, Inc.
Meeting Date: 05/05/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 913837100
Ticker: USAP
Shares Voted: 5,093
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Christopher L. Ayers Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Judith L. Bacchus 1.2
Mgmt WithholdWithholdForElect Director M. David Kornblatt 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Universal Stainless & Alloy Products, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Dennis M. Oates 1.4
Mgmt WithholdWithholdForElect Director Udi Toledano 1.5
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify NOL Rights Plan (NOL Pill) 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
5
Mgmt ForForForRatify Schneider Downs & Co., Inc. as Auditors
6
Wynn Resorts, Limited
Meeting Date: 05/05/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 983134107
Ticker: WYNN
Shares Voted: 115,631
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Betsy S. Atkins Mgmt For For For
Mgmt ForForForElect Director Matthew O. Maddox 1.2
Mgmt ForForForElect Director Philip G. Satre 1.3
Mgmt ForForForElect Director Darnell O. Strom 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Alaska Air Group, Inc.
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 011659109
Ticker: ALK
Shares Voted: 501,679
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Patricia M. Bedient Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Alaska Air Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director James A. Beer 1b
Mgmt ForForForElect Director Raymond L. Conner 1c
Mgmt ForForForElect Director Daniel K. Elwell 1d
Mgmt ForForForElect Director Dhiren R. Fonseca 1e
Mgmt ForForForElect Director Kathleen T. Hogan 1f
Mgmt ForForForElect Director Jessie J. Knight, Jr. 1g
Mgmt ForForForElect Director Susan J. Li 1h
Mgmt ForForForElect Director Benito Minicucci 1i
Mgmt ForForForElect Director Helvi K. Sandvik 1j
Mgmt ForForForElect Director J. Kenneth Thompson 1k
Mgmt ForForForElect Director Bradley D. Tilden 1l
Mgmt ForForForElect Director Eric K. Yeaman 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
American Axle & Manufacturing Holdings, Inc.
Meeting Date: 05/06/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 024061103
Ticker: AXL
Shares Voted: 10,205
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David C. Dauch Mgmt For For For
Mgmt ForForForElect Director William L. Kozyra 1.2
Mgmt ForForForElect Director Peter D. Lyons 1.3
Mgmt ForForForElect Director Samuel Valenti, III 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
American Homes 4 Rent
Meeting Date: 05/06/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 02665T306
Ticker: AMH
Shares Voted: 706,763
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kenneth M. Woolley Mgmt For For For
Mgmt ForForForElect Director David P. Singelyn 1b
Mgmt ForForForElect Director Douglas N. Benham 1c
Mgmt ForForForElect Director Jack Corrigan 1d
Mgmt ForForForElect Director David Goldberg 1e
Mgmt ForForForElect Director Tamara Hughes Gustavson 1f
Mgmt ForForForElect Director Matthew J. Hart 1g
Mgmt ForForForElect Director Michelle C. Kerrick 1h
Mgmt ForForForElect Director James H. Kropp 1i
Mgmt ForForForElect Director Lynn C. Swann 1j
Mgmt ForForForElect Director Winifred M. Webb 1k
Mgmt ForForForElect Director Jay Willoughby 1l
Mgmt ForForForElect Director Matthew R. Zaist 1m
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForApprove Nonqualified Employee Stock Purchase Plan
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 6
AMETEK, Inc.
Meeting Date: 05/06/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 031100100
Ticker: AME
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AMETEK, Inc.
Shares Voted: 717,322
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Tod E. Carpenter Mgmt For For For
Mgmt ForForForElect Director Karleen M. Oberton 1b
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Archer-Daniels-Midland Company
Meeting Date: 05/06/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 039483102
Ticker: ADM
Shares Voted: 74
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Michael S. Burke Mgmt For For For
Mgmt ForForForElect Director Theodore Colbert 1b
Mgmt ForForForElect Director Terrell K. Crews 1c
Mgmt ForForForElect Director Pierre Dufour 1d
Mgmt ForForForElect Director Donald E. Felsinger 1e
Mgmt ForForForElect Director Suzan F. Harrison 1f
Mgmt ForForForElect Director Juan R. Luciano 1g
Mgmt ForForForElect Director Patrick J. Moore 1h
Mgmt ForForForElect Director Francisco J. Sanchez 1i
Mgmt ForForForElect Director Debra A. Sandler 1j
Mgmt ForForForElect Director Lei Z. Schlitz 1k
Mgmt ForForForElect Director Kelvin R. Westbrook 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstAmend Proxy Access Right 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Avast Plc
Meeting Date: 05/06/2021
Record Date: 05/04/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G0713S109
Ticker: AVST
Shares Voted: 25,380
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Final Dividend 3
Mgmt ForForForRe-elect John Schwarz as Director 4
Mgmt ForForForRe-elect Ondrej Vlcek as Director 5
Mgmt ForForForRe-elect Philip Marshall as Director 6
Mgmt ForForForRe-elect Pavel Baudis as Director 7
Mgmt ForForForRe-elect Eduard Kucera as Director 8
Mgmt ForForForRe-elect Warren Finegold as Director 9
Mgmt ForForForRe-elect Maggie Chan Jones as Director 10
Mgmt ForForForRe-elect Tamara Minick-Scokalo as Director 11
Mgmt ForForForRe-elect Belinda Richards as Director 12
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 13
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
14
Mgmt ForForForAuthorise UK Political Donations and Expenditure
15
Mgmt ForAgainstForAuthorise Issue of Equity 16
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
18
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 19
Mgmt ForForForApprove Employee Benefit Trust 20
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
21
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BAE Systems Plc
Meeting Date: 05/06/2021
Record Date: 05/04/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G06940103
Ticker: BA
Shares Voted: 323,845
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForApprove Remuneration Report 2
Mgmt ForForForApprove Final Dividend 3
Mgmt ForForForRe-elect Thomas Arseneault as Director 4
Mgmt ForForForRe-elect Sir Roger Carr as Director 5
Mgmt ForForForRe-elect Dame Elizabeth Corley as Director 6
Mgmt ForForForRe-elect Bradley Greve as Director 7
Mgmt ForForForRe-elect Jane Griffiths as Director 8
Mgmt ForForForRe-elect Christopher Grigg as Director 9
Mgmt ForForForRe-elect Stephen Pearce as Director 10
Mgmt ForForForRe-elect Nicole Piasecki as Director 11
Mgmt ForForForRe-elect Ian Tyler as Director 12
Mgmt ForForForRe-elect Charles Woodburn as Director 13
Mgmt ForForForElect Nicholas Anderson as Director 14
Mgmt ForForForElect Dame Carolyn Fairbairn as Director 15
Mgmt ForForForReappoint Deloitte LLP as Auditors 16
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
17
Mgmt ForForForAuthorise UK Political Donations and Expenditure
18
Mgmt ForForForAuthorise Issue of Equity 19
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
20
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 21
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
Mgmt ForForForAmend Articles of Association 23
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Boston Scientific Corporation
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 101137107
Ticker: BSX
Shares Voted: 397,783
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Nelda J. Connors Mgmt For For For
Mgmt ForForForElect Director Charles J. Dockendorff 1b
Mgmt WithholdWithholdForElect Director Yoshiaki Fujimori 1c
Mgmt ForForForElect Director Donna A. James 1d
Mgmt ForForForElect Director Edward J. Ludwig 1e
Mgmt ForForForElect Director Michael F. Mahoney 1f
Mgmt ForForForElect Director David J. Roux 1g
Mgmt ForForForElect Director John E. Sununu 1h
Mgmt ForForForElect Director Ellen M. Zane 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstAgainstReport on Non-Management Employee Representation on the Board of Directors
4
Canadian Natural Resources Limited
Meeting Date: 05/06/2021
Record Date: 03/17/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 136385101
Ticker: CNQ
Shares Voted: 5,006,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Catherine M. Best Mgmt For For For
Mgmt ForForForElect Director M. Elizabeth Cannon 1.2
Mgmt ForForForElect Director N. Murray Edwards 1.3
Mgmt ForForForElect Director Christopher L. Fong 1.4
Mgmt ForForForElect Director Gordon D. Giffin 1.5
Mgmt ForForForElect Director Wilfred A. Gobert 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Canadian Natural Resources Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Steve W. Laut 1.7
Mgmt ForForForElect Director Tim S. McKay 1.8
Mgmt ForForForElect Director Frank J. McKenna 1.9
Mgmt ForForForElect Director David A. Tuer 1.10
Mgmt ForForForElect Director Annette M. Verschuren 1.11
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Capital One Financial Corporation
Meeting Date: 05/06/2021
Record Date: 03/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 14040H105
Ticker: COF
Shares Voted: 1,520,499
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Richard D. Fairbank Mgmt For For For
Mgmt ForForForElect Director Ime Archibong 1b
Mgmt ForForForElect Director Ann Fritz Hackett 1c
Mgmt ForForForElect Director Peter Thomas Killalea 1d
Mgmt ForForForElect Director Cornelis "Eli" Leenaars 1e
Mgmt ForForForElect Director Francois Locoh-Donou 1f
Mgmt ForForForElect Director Peter E. Raskind 1g
Mgmt ForForForElect Director Eileen Serra 1h
Mgmt ForForForElect Director Mayo A. Shattuck, III 1i
Mgmt ForForForElect Director Bradford H. Warner 1j
Mgmt ForForForElect Director Catherine G. West 1k
Mgmt ForForForElect Director Craig Anthony Williams 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Capital One Financial Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Omnibus Stock Plan 4
Coherent, Inc.
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 192479103
Ticker: COHR
Shares Voted: 27
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jay T. Flatley Mgmt For For For
Mgmt ForForForElect Director Pamela Fletcher 1b
Mgmt ForForForElect Director Andreas (Andy) W. Mattes 1c
Mgmt ForForForElect Director Beverly Kay Matthews 1d
Mgmt ForForForElect Director Michael R. McMullen 1e
Mgmt ForForForElect Director Garry W. Rogerson 1f
Mgmt ForForForElect Director Steve Skaggs 1g
Mgmt ForForForElect Director Sandeep Vij 1h
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Curtiss-Wright Corporation
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 231561101
Ticker: CW
Shares Voted: 743,198
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David C. Adams Mgmt For For For
Mgmt ForForForElect Director Lynn M. Bamford 1.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Curtiss-Wright Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Dean M. Flatt 1.3
Mgmt ForForForElect Director S. Marce Fuller 1.4
Mgmt ForForForElect Director Bruce D. Hoechner 1.5
Mgmt ForForForElect Director Glenda J. Minor 1.6
Mgmt ForForForElect Director Anthony J. Moraco 1.7
Mgmt ForForForElect Director John B. Nathman 1.8
Mgmt ForForForElect Director Robert J. Rivet 1.9
Mgmt ForForForElect Director Peter C. Wallace 1.10
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Delek US Holdings, Inc.
Meeting Date: 05/06/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Proxy Contest
Primary Security ID: 24665A103
Ticker: DK
Shares Voted: 1,127,539
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proxy (White Proxy Card) Mgmt
Mgmt ForForForElect Director Ezra Uzi Yemin 1.1
Mgmt ForForForElect Director William J. Finnerty 1.2
Mgmt ForForForElect Director Richard J. Marcogliese 1.3
Mgmt ForForForElect Director Gary M. Sullivan, Jr. 1.4
Mgmt ForForForElect Director Vicky Sutil 1.5
Mgmt ForForForElect Director Laurie Z. Tolson 1.6
Mgmt ForForForElect Director David Wiessman 1.7
Mgmt ForForForElect Director Shlomo Zohar 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Delek US Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Qualified Employee Stock Purchase Plan
5
MgmtDissident Proxy (Gold Proxy Card)
SH Do Not Vote
Do Not Vote
ForElect Directors Randall D. Balhorn 1A
SH Do Not Vote
Do Not Vote
ForElect Director George J. Damiris 1B
SH Do Not Vote
Do Not Vote
ForElect Director Robert Edward Kent, Jr. 1C
SH Do Not Vote
Do Not Vote
ForManagement Nominee Ezra Uzi Yemin 1D
SH Do Not Vote
Do Not Vote
ForManagement Nominee Richard J. Marcogliese 1E
SH Do Not Vote
Do Not Vote
ForManagement Nominee Gary M. Sullivan, Jr. 1F
SH Do Not Vote
Do Not Vote
ForManagement Nominee Vicky Sutil 1G
SH Do Not Vote
Do Not Vote
ForManagement Nominee Laurie Z. Tolson 1H
Mgmt Do Not Vote
Do Not Vote
AgainstAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt Do Not Vote
Do Not Vote
ForRatify Ernst & Young LLP as Auditors 3
Mgmt Do Not Vote
Do Not Vote
AbstainAmend Omnibus Stock Plan 4
Mgmt Do Not Vote
Do Not Vote
ForApprove Qualified Employee Stock Purchase Plan
5
Deutsche Post AG
Meeting Date: 05/06/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D19225107
Ticker: DPW
Shares Voted: 456,186
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.35 per Share
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Deutsche Post AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5
Mgmt ForForForElect Ingrid Deltenre to the Supervisory Board 6.1
Mgmt ForForForElect Katja Windt to the Supervisory Board 6.2
Mgmt ForForForElect Nikolaus von Bomhard to the Supervisory Board
6.3
Mgmt ForForForApprove Creation of EUR 130 Million Pool of Capital without Preemptive Rights
7
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
8
Mgmt ForForForAuthorize Use of Financial Derivatives when Repurchasing Shares
9
Mgmt ForForForApprove Remuneration Policy 10
Mgmt ForForForApprove Remuneration of Supervisory Board 11
Enerplus Corporation
Meeting Date: 05/06/2021
Record Date: 03/22/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 292766102
Ticker: ERF
Shares Voted: 2,850,367
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Judith D. Buie Mgmt For For For
Mgmt ForForForElect Director Karen E. Clarke-Whistler 1.2
Mgmt ForForForElect Director Ian C. Dundas 1.3
Mgmt ForForForElect Director Hilary A. Foulkes 1.4
Mgmt ForForForElect Director Robert B. Hodgins 1.5
Mgmt ForForForElect Director Susan M. Mackenzie 1.6
Mgmt ForForForElect Director Elliott Pew 1.7
Mgmt ForForForElect Director Jeffrey W. Sheets 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Enerplus Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Sheldon B. Steeves 1.9
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Fortis Inc.
Meeting Date: 05/06/2021
Record Date: 03/19/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 349553107
Ticker: FTS
Shares Voted: 54
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Tracey C. Ball Mgmt For For For
Mgmt ForForForElect Director Pierre J. Blouin 1.2
Mgmt ForForForElect Director Paul J. Bonavia 1.3
Mgmt ForForForElect Director Lawrence T. Borgard 1.4
Mgmt ForForForElect Director Maura J. Clark 1.5
Mgmt ForForForElect Director Margarita K. Dilley 1.6
Mgmt ForForForElect Director Julie A. Dobson 1.7
Mgmt ForForForElect Director Lisa L. Durocher 1.8
Mgmt ForForForElect Director Douglas J. Haughey 1.9
Mgmt ForForForElect Director David G. Hutchens 1.10
Mgmt ForForForElect Director Gianna M. Manes 1.11
Mgmt ForForForElect Director Jo Mark Zurel 1.12
Mgmt ForForForApprove Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
HeidelbergCement AG
Meeting Date: 05/06/2021
Record Date: 04/14/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D31709104
Ticker: HEI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
HeidelbergCement AG
Shares Voted: 244,354
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 2.20 per Share
2
Mgmt ForForForApprove Discharge of Management Board Member Bernd Scheifele for Fiscal Year 2020
3.1
Mgmt ForForForApprove Discharge of Management Board Member Dominik von Achten for Fiscal Year 2020
3.2
Mgmt ForForForApprove Discharge of Management Board Member Lorenz Naeger for Fiscal Year 2020
3.3
Mgmt ForForForApprove Discharge of Management Board Member Kevin Gluskie for Fiscal Year 2020
3.4
Mgmt ForForForApprove Discharge of Management Board Member Hakan Gurdal for Fiscal Year 2020
3.5
Mgmt ForForForApprove Discharge of Management Board Member Ernest Jelito for Fiscal Year 2020
3.6
Mgmt ForForForApprove Discharge of Management Board Member Jon Morrish for Fiscal Year 2020
3.7
Mgmt ForForForApprove Discharge of Management Board Member Christopher Ward for Fiscal Year 2020
3.8
Mgmt ForForForApprove Discharge of Supervisory Board Member Fritz-Juergen Heckmann for Fiscal Year 2020
4.1
Mgmt ForForForApprove Discharge of Supervisory Board Member Heinz Schmitt for Fiscal Year 2020
4.2
Mgmt ForForForApprove Discharge of Supervisory Board Member Barbara Breuninger for Fiscal Year 2020
4.3
Mgmt ForForForApprove Discharge of Supervisory Board Member Birgit Jochens for Fiscal Year 2020
4.4
Mgmt ForForForApprove Discharge of Supervisory Board Member Ludwig Merckle for Fiscal Year 2020
4.5
Mgmt ForForForApprove Discharge of Supervisory Board Member Tobias Merckle for Fiscal Year 2020
4.6
Mgmt ForForForApprove Discharge of Supervisory Board Member Luka Mucic for Fiscal Year 2020
4.7
Mgmt ForForForApprove Discharge of Supervisory Board Member Ines Ploss for Fiscal Year 2020
4.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
HeidelbergCement AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Supervisory Board Member Peter Riedel for Fiscal Year 2020
4.9
Mgmt ForForForApprove Discharge of Supervisory Board Member Werner Schraeder for Fiscal Year 2020
4.10
Mgmt ForForForApprove Discharge of Supervisory Board Member Margret Suckale for Fiscal Year 2020
4.11
Mgmt ForForForApprove Discharge of Supervisory Board Member Marion Weissenberger-Eibl for Fiscal Year 2020
4.12
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
6
Mgmt ForForForApprove Remuneration Policy 7
Mgmt ForForForApprove Remuneration of Supervisory Board 8
Mgmt ForForForAmend Articles Re: Proof of Entitlement 9
Mgmt ForForForAmend Articles Re: Dividend in Kind 10
Mgmt ForForForAmend Articles Re: Supervisory Board Term of Office
11
Mgmt ForForForAmend Affiliation Agreement with HeidelbergCement International Holding GmbH
12
IMI Plc
Meeting Date: 05/06/2021
Record Date: 05/04/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G47152114
Ticker: IMI
Shares Voted: 663,721
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove Remuneration Report 3
Mgmt ForForForApprove Remuneration Policy 4
Mgmt ForForForRe-elect Lord Smith of Kelvin as Director 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
IMI Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Thomas Thune Andersen as Director 6
Mgmt ForForForRe-elect Caroline Dowling as Director 7
Mgmt ForForForRe-elect Carl-Peter Forster as Director 8
Mgmt ForForForRe-elect Katie Jackson as Director 9
Mgmt ForForForElect Dr Ajai Puri as Director 10
Mgmt ForForForRe-elect Isobel Sharp as Director 11
Mgmt ForForForRe-elect Daniel Shook as Director 12
Mgmt ForForForRe-elect Roy Twite as Director 13
Mgmt ForForForAppoint Deloitte LLP as Auditors 14
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
15
Mgmt ForAgainstForAuthorise Issue of Equity 16
Mgmt ForForForAuthorise UK Political Donations and Expenditure
17
Mgmt ForForForApprove IMI Employee Share Ownership Plan 18
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
A
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
B
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares C
Mgmt ForForForAuthorise the Company to Call General Meeting with 14 Working Days' Notice
D
Loomis AB
Meeting Date: 05/06/2021
Record Date: 04/28/2021
Country: Sweden
Meeting Type: Annual
Primary Security ID: W5S50Y116
Ticker: LOOMIS
Shares Voted: 391,950
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Chairman of Meeting Mgmt For For For
Mgmt ForForForDesignate Elisabet Jamal Bergstrom as Inspector of Minutes of Meeting
2.a
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Loomis AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForDesignate Jacob Lundgren as Inspector of Minutes of Meeting
2.b
Mgmt ForForForPrepare and Approve List of Shareholders 3
Mgmt ForForForApprove Agenda of Meeting 4
Mgmt ForForForAcknowledge Proper Convening of Meeting 5
MgmtReceive Financial Statements and Statutory Reports
6.a
MgmtReceive Auditor's Report on Application of Guidelines for Remuneration for Executive Management
6.b
Mgmt ForForForAccept Financial Statements and Statutory Reports
7a
Mgmt ForForForApprove Allocation of Income and Dividends of SEK 6.00 Per Share
7b
Mgmt ForForForApprove May 10, 2021 as Record Date for Dividend Payment
7c
Mgmt ForForForApprove Discharge of Board Chairman Alf Goransson
7d1
Mgmt ForForForApprove Discharge of Board Member Jeanette Almberg
7d2
Mgmt ForForForApprove Discharge of Board Member Lars Blecko
7d3
Mgmt ForForForApprove Discharge of Board Member Cecilia Daun Wennborg
7d4
Mgmt ForForForApprove Discharge of Board Member Johan Lundberg
7d5
Mgmt ForForForApprove Discharge of Board Member Jan Svensson
7d6
Mgmt ForForForApprove Discharge of Board Member and Employee Representative Sofie Norden
7d7
Mgmt ForForForApprove Discharge of Deputy Board Member and Employee Representative Jasmina Petrovic
7d8
Mgmt ForForForApprove Discharge of Former Board Member Ingrid Bonde
7d9
Mgmt ForForForApprove Discharge of Former Deputy Board Member and Employee Representative Janna Astrom
7d10
Mgmt ForForForApprove Discharge of CEO and Former Board Member Patrik Andersson
7d11
Mgmt ForForForDetermine Number of Members (6) and Deputy Members of Board (0)
8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Loomis AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration of Directors in the Amount of SEK 1.05 Million for Chairman and SEK 445,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors
9
Mgmt AgainstAgainstForReelect Alf Goransson (Chairman), Jeanette Almberg, Lars Blecko, Cecilia Daun Wennborg and Johan Lundberg as Directors; Elect Liv Forhaug as New Director
10
Mgmt ForForForRatify Deloitte as Auditors 11
Mgmt ForForForApprove Remuneration Report 12
Mgmt ForForForApprove Remuneration Policy And Other Terms of Employment For Executive Management
13
Mgmt AgainstAgainstForApprove Performance Share Plan (LTIP 2021) 14
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance of Repurchased Shares
15
Mgmt ForForForAmend Articles Re: Proxies and Postal Voting 16
Magna International Inc.
Meeting Date: 05/06/2021
Record Date: 03/19/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 559222401
Ticker: MG
Shares Voted: 168,916
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Peter G. Bowie Mgmt For For For
Mgmt ForForForElect Director Mary S. Chan 1B
Mgmt ForForForElect Director V. Peter Harder 1C
Mgmt ForForForElect Director Seetarama S. Kotagiri 1D
Mgmt ForForForElect Director Kurt J. Lauk 1E
Mgmt ForForForElect Director Robert F. MacLellan 1F
Mgmt ForForForElect Director Mary Lou Maher 1G
Mgmt ForForForElect Director Cynthia A. Niekamp 1H
Mgmt ForForForElect Director William A. Ruh 1I
Mgmt ForForForElect Director Indira V. Samarasekera 1J
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Magna International Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Lisa S. Westlake 1K
Mgmt ForForForElect Director William L. Young 1L
Mgmt ForForForApprove Deloitte LLP as Auditors and Authorize the Audit Committee to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Melrose Industries Plc
Meeting Date: 05/06/2021
Record Date: 05/04/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G5973J178
Ticker: MRO
Shares Voted: 6,303,526
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Final Dividend 3
Mgmt ForForForRe-elect Christopher Miller as Director 4
Mgmt ForForForRe-elect David Roper as Director 5
Mgmt ForForForRe-elect Simon Peckham as Director 6
Mgmt ForForForRe-elect Geoffrey Martin as Director 7
Mgmt ForForForRe-elect Justin Dowley as Director 8
Mgmt ForForForRe-elect Liz Hewitt as Director 9
Mgmt ForForForRe-elect David Lis as Director 10
Mgmt ForForForRe-elect Archie Kane as Director 11
Mgmt ForForForRe-elect Charlotte Twyning as Director 12
Mgmt ForForForRe-elect Funmi Adegoke as Director 13
Mgmt ForForForElect Peter Dilnot as Director 14
Mgmt ForForForReappoint Deloitte LLP as Auditors 15
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
16
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Melrose Industries Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForAgainstForAuthorise Issue of Equity 17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
19
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 20
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
21
Melrose Industries Plc
Meeting Date: 05/06/2021
Record Date: 05/04/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G5973J178
Ticker: MRO
Shares Voted: 6,303,526
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Disposal of Nortek Air Management Mgmt For For For
Molina Healthcare, Inc.
Meeting Date: 05/06/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 60855R100
Ticker: MOH
Shares Voted: 276,338
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Daniel Cooperman Mgmt For For For
Mgmt ForForForElect Director Stephen H. Lockhart 1b
Mgmt ForForForElect Director Richard M. Schapiro 1c
Mgmt ForForForElect Director Ronna E. Romney 1d
Mgmt ForForForElect Director Dale B. Wolf 1e
Mgmt ForForForElect Director Joseph M. Zubretsky 1f
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Molina Healthcare, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Norsk Hydro ASA
Meeting Date: 05/06/2021
Record Date: 04/29/2021
Country: Norway
Meeting Type: Annual
Primary Security ID: R61115102
Ticker: NHY
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Notice of Meeting and Agenda Mgmt For For Do Not Vote
Mgmt Do Not Vote
ForForDesignate Inspector(s) of Minutes of Meeting 2
Mgmt Do Not Vote
ForForAccept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of NOK 1.25 Per Share
3
Mgmt Do Not Vote
ForForApprove Remuneration of Auditors 5
MgmtDiscuss Company's Corporate Governance Statement
5
Mgmt Do Not Vote
AgainstForApprove Remuneration Policy And Other Terms of Employment For Executive Management
6
Mgmt Do Not Vote
ForForApprove Remuneration of Corporate Assembly
7.1
Mgmt Do Not Vote
ForForApprove Remuneration of Nomination Committee
7.2
Parex Resources Inc.
Meeting Date: 05/06/2021
Record Date: 03/22/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 69946Q104
Ticker: PXT
Shares Voted: 136,698
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Fix Number of Directors at Nine Mgmt For For For
Mgmt ForForForElect Director Lisa Colnett 2.1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Parex Resources Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Sigmund Cornelius 2.2
Mgmt ForForForElect Director Robert Engbloom 2.3
Mgmt ForForForElect Director Wayne Foo 2.4
Mgmt ForForForElect Director G.R. (Bob) MacDougall 2.5
Mgmt ForForForElect Director Glenn McNamara 2.6
Mgmt ForForForElect Director Imad Mohsen 2.7
Mgmt ForForForElect Director Carmen Sylvain 2.8
Mgmt ForForForElect Director Paul Wright 2.9
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt AgainstAgainstForApprove Shareholder Rights Plan 4
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
5
Popular, Inc.
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: Puerto Rico
Meeting Type: Annual
Primary Security ID: 733174700
Ticker: BPOP
Shares Voted: 13,136
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Alejandro M. Ballester Mgmt For For For
Mgmt ForForForElect Director Richard L. Carrion 1b
Mgmt ForForForElect Director Carlos A. Unanue 1c
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Rio Tinto Limited
Meeting Date: 05/06/2021
Record Date: 05/04/2021
Country: Australia
Meeting Type: Annual
Primary Security ID: Q81437107
Ticker: RIO
Shares Voted: 41,686
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Policy 2
Mgmt AgainstAgainstForApprove Remuneration Report for UK Law Purposes
3
Mgmt AgainstAgainstForApprove Remuneration Report for Australian Law Purposes
4
Mgmt AgainstAgainstForElect Megan Clark as Director 5
Mgmt ForForForElect Hinda Gharbi as Director 6
Mgmt ForForForElect Simon Henry as Director 7
Mgmt ForForForElect Sam Laidlaw as Director 8
Mgmt ForForForElect Simon McKeon as Director 9
Mgmt ForForForElect Jennifer Nason as Director 10
Mgmt ForForForElect Jakob Stausholm as Director 11
Mgmt ForForForElect Simon Thompson as Director 12
Mgmt ForForForElect Ngaire Woods as Director 13
Mgmt ForForForAppoint KPMG LLP as Auditors 14
Mgmt ForForForAuthorize the Audit Committee to Fix Remuneration of Auditors
15
Mgmt ForForForAuthorize EU Political Donations and Expenditure
16
Mgmt ForForNoneApprove Renewal and Amendment to the Rio Tinto Global Employee Share Plan
17
Mgmt ForForForApprove the Renewal of Off-Market and On-Market Share Buy-back Authorities
18
SH AgainstAgainstForApprove Emissions Targets 19
SH AgainstAgainstForApprove Climate-Related Lobbying 20
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tempur Sealy International, Inc.
Meeting Date: 05/06/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 88023U101
Ticker: TPX
Shares Voted: 1,016,381
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Evelyn S. Dilsaver Mgmt For For For
Mgmt ForForForElect Director Cathy R. Gates 1b
Mgmt ForForForElect Director John A. Heil 1c
Mgmt ForForForElect Director Jon L. Luther 1d
Mgmt ForForForElect Director Richard W. Neu 1e
Mgmt ForForForElect Director Scott L. Thompson 1f
Mgmt ForForForElect Director Robert B. Trussell, Jr. 1g
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForIncrease Authorized Common Stock 4
Terex Corporation
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 880779103
Ticker: TEX
Shares Voted: 294,939
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Paula H. J. Cholmondeley Mgmt For For For
Mgmt ForForForElect Director Donald DeFosset 1b
Mgmt ForForForElect Director John L. Garrison, Jr. 1c
Mgmt ForForForElect Director Thomas J. Hansen 1d
Mgmt ForForForElect Director Sandie O'Connor 1e
Mgmt ForForForElect Director Christopher Rossi 1f
Mgmt ForForForElect Director Andra M. Rush 1g
Mgmt ForForForElect Director David A. Sachs 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Terex Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
The Hackett Group, Inc.
Meeting Date: 05/06/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 404609109
Ticker: HCKT
Shares Voted: 50,262
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Maria A. Bofill Mgmt For For For
Mgmt ForForForElect Director David N. Dungan 1.2
Mgmt AgainstAgainstForElect Director Richard N. Hamlin 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify RSM US LLP as Auditors 3
United Rentals, Inc.
Meeting Date: 05/06/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 911363109
Ticker: URI
Shares Voted: 690,033
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jose B. Alvarez Mgmt For For For
Mgmt ForForForElect Director Marc A. Bruno 1b
Mgmt ForForForElect Director Matthew J. Flannery 1c
Mgmt ForForForElect Director Bobby J. Griffin 1d
Mgmt ForForForElect Director Kim Harris Jones 1e
Mgmt ForForForElect Director Terri L. Kelly 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
United Rentals, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michael J. Kneeland 1g
Mgmt ForForForElect Director Gracia C. Martore 1h
Mgmt ForForForElect Director Filippo Passerini 1i
Mgmt ForForForElect Director Donald C. Roof 1j
Mgmt ForForForElect Director Shiv Singh 1k
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
4
Univar Solutions Inc.
Meeting Date: 05/06/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 91336L107
Ticker: UNVR
Shares Voted: 9,909
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joan Braca Mgmt For For For
Mgmt ForForForElect Director Mark J. Byrne 1.2
Mgmt ForForForElect Director Daniel P. Doheny 1.3
Mgmt ForForForElect Director Richard P. Fox 1.4
Mgmt ForForForElect Director Rhonda Germany 1.5
Mgmt ForForForElect Director David C. Jukes 1.6
Mgmt ForForForElect Director Stephen D. Newlin 1.7
Mgmt ForForForElect Director Christopher D. Pappas 1.8
Mgmt ForForForElect Director Kerry J. Preete 1.9
Mgmt ForForForElect Director Robert L. Wood 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForEliminate Supermajority Vote Requirement 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Vectrus, Inc.
Meeting Date: 05/06/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 92242T101
Ticker: VEC
Shares Voted: 25,949
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Bradford J. Boston Mgmt For For For
Mgmt ForForForElect Director Charles L. Prow 1b
Mgmt ForForForElect Director Phillip C. Widman 1c
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Walker & Dunlop, Inc.
Meeting Date: 05/06/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 93148P102
Ticker: WD
Shares Voted: 449,049
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Alan J. Bowers Mgmt For For For
Mgmt ForForForElect Director Ellen D. Levy 1.2
Mgmt ForForForElect Director Michael D. Malone 1.3
Mgmt ForForForElect Director John Rice 1.4
Mgmt ForForForElect Director Dana L. Schmaltz 1.5
Mgmt ForForForElect Director Howard W. Smith, III 1.6
Mgmt ForForForElect Director William M. Walker 1.7
Mgmt ForForForElect Director Michael J. Warren 1.8
Mgmt ForForForElect Director Donna C. Wells 1.9
Mgmt ForForForRatify KPMG LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AbbVie Inc.
Meeting Date: 05/07/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00287Y109
Ticker: ABBV
Shares Voted: 1,828,979
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Roxanne S. Austin Mgmt For For For
Mgmt ForForForElect Director Richard A. Gonzalez 1.2
Mgmt ForForForElect Director Rebecca B. Roberts 1.3
Mgmt ForForForElect Director Glenn F. Tilton 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForAmend Nonqualified Employee Stock Purchase Plan
5
Mgmt ForForForEliminate Supermajority Vote Requirement 6
SH ForReferAgainstReport on Lobbying Payments and Policy 7
SH ForForAgainstRequire Independent Board Chair 8
Angang Steel Company Limited
Meeting Date: 05/07/2021
Record Date: 04/29/2021
Country: China
Meeting Type: Special
Primary Security ID: Y0132D105
Ticker: 347
Shares Voted: 17,912,175
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForElect Wang Baojun as Director 1
Mgmt ForForForElect Shen Changchun as Supervisor 2
Axis Capital Holdings Limited
Meeting Date: 05/07/2021
Record Date: 03/12/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G0692U109
Ticker: AXS
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Axis Capital Holdings Limited
Shares Voted: 652,407
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Charles A. Davis Mgmt For For For
Mgmt ForForForElect Director Elanor R. Hardwick 1.2
Mgmt ForForForElect Director Axel Theis 1.3
Mgmt ForForForElect Director Barbara A. Yastine 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForApprove Deloitte Ltd., Hamilton, Bermuda as Auditors and Authorize Board to Fix Their Remuneration
4
Colgate-Palmolive Company
Meeting Date: 05/07/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 194162103
Ticker: CL
Shares Voted: 30
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John P. Bilbrey Mgmt For For For
Mgmt ForForForElect Director John T. Cahill 1b
Mgmt ForForForElect Director Lisa M. Edwards 1c
Mgmt ForForForElect Director C. Martin Harris 1d
Mgmt ForForForElect Director Martina Hund-Mejean 1e
Mgmt ForForForElect Director Kimberly A. Nelson 1f
Mgmt ForForForElect Director Lorrie M. Norrington 1g
Mgmt ForForForElect Director Michael B. Polk 1h
Mgmt ForForForElect Director Stephen I. Sadove 1i
Mgmt ForForForElect Director Noel R. Wallace 1j
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Colgate-Palmolive Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstRequire Independent Board Chair 4
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
CommScope Holding Company, Inc.
Meeting Date: 05/07/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 20337X109
Ticker: COMM
Shares Voted: 983,980
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Declassify the Board of Directors Mgmt For For For
Mgmt ForForForElect Director Mary S. Chan 3a
Mgmt ForForForElect Director Stephen (Steve) C. Gray 3b
Mgmt ForForForElect Director L. William (Bill) Krause 3c
Mgmt ForForForElect Director Derrick A. Roman 3d
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 5
Mgmt AgainstAgainstForApprove Termination of Executive Performance Options and Grant of Selective Performance-Based Retention Equity Awards
6
Mgmt ForForForRatify Ernst & Young LLP as Auditors 7
Corteva, Inc.
Meeting Date: 05/07/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 22052L104
Ticker: CTVA
Shares Voted: 1,666,231
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Lamberto Andreotti Mgmt For For For
Mgmt ForForForElect Director James C. Collins, Jr. 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Corteva, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Klaus A. Engel 1c
Mgmt ForForForElect Director David C. Everitt 1d
Mgmt AgainstAgainstForElect Director Janet P. Giesselman 1e
Mgmt ForForForElect Director Karen H. Grimes 1f
Mgmt ForForForElect Director Michael O. Johanns 1g
Mgmt ForForForElect Director Rebecca B. Liebert 1h
Mgmt ForForForElect Director Marcos M. Lutz 1i
Mgmt ForForForElect Director Nayaki Nayyar 1j
Mgmt ForForForElect Director Gregory R. Page 1k
Mgmt ForForForElect Director Kerry J. Preete 1l
Mgmt ForForForElect Director Patrick J. Ward 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
CSX Corporation
Meeting Date: 05/07/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 126408103
Ticker: CSX
Shares Voted: 39
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Donna M. Alvarado Mgmt For For For
Mgmt ForForForElect Director Thomas P. Bostick 1b
Mgmt ForForForElect Director James M. Foote 1c
Mgmt ForForForElect Director Steven T. Halverson 1d
Mgmt ForForForElect Director Paul C. Hilal 1e
Mgmt ForForForElect Director David M. Moffett 1f
Mgmt ForForForElect Director Linda H. Riefler 1g
Mgmt ForForForElect Director Suzanne M. Vautrinot 1h
Mgmt ForForForElect Director James L. Wainscott 1i
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CSX Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director J. Steven Whisler 1j
Mgmt ForForForElect Director John J. Zillmer 1k
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Dover Corporation
Meeting Date: 05/07/2021
Record Date: 03/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 260003108
Ticker: DOV
Shares Voted: 1,602,897
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Deborah L. DeHaas Mgmt For For For
Mgmt ForForForElect Director H. John Gilbertson, Jr. 1b
Mgmt ForForForElect Director Kristiane C. Graham 1c
Mgmt ForForForElect Director Michael F. Johnston 1d
Mgmt ForForForElect Director Eric A. Spiegel 1e
Mgmt ForForForElect Director Richard J. Tobin 1f
Mgmt ForForForElect Director Stephen M. Todd 1g
Mgmt ForForForElect Director Stephen K. Wagner 1h
Mgmt ForForForElect Director Keith E. Wandell 1i
Mgmt ForForForElect Director Mary A. Winston 1j
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
SH ForForAgainstProvide Right to Act by Written Consent 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Entergy Corporation
Meeting Date: 05/07/2021
Record Date: 03/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29364G103
Ticker: ETR
Shares Voted: 293,379
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John R. Burbank Mgmt For For For
Mgmt ForForForElect Director Patrick J. Condon 1b
Mgmt ForForForElect Director Leo P. Denault 1c
Mgmt ForForForElect Director Kirkland H. Donald 1d
Mgmt ForForForElect Director Brian W. Ellis 1e
Mgmt ForForForElect Director Philip L. Frederickson 1f
Mgmt ForForForElect Director Alexis M. Herman 1g
Mgmt ForForForElect Director M. Elise Hyland 1h
Mgmt ForForForElect Director Stuart L. Levenick 1i
Mgmt ForForForElect Director Blanche Lambert Lincoln 1j
Mgmt ForForForElect Director Karen A. Puckett 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAuthorize New Class of Preferred Stock 4
Huron Consulting Group Inc.
Meeting Date: 05/07/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 447462102
Ticker: HURN
Shares Voted: 380,211
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Hugh E. Sawyer Mgmt For For For
Mgmt ForForForElect Director Debra L. Zumwalt 1.2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Huron Consulting Group Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
ManpowerGroup Inc.
Meeting Date: 05/07/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 56418H100
Ticker: MAN
Shares Voted: 132,642
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Gina R. Boswell Mgmt For For For
Mgmt ForForForElect Director Jean-Philippe Courtois 1B
Mgmt ForForForElect Director William Downe 1C
Mgmt ForForForElect Director John F. Ferraro 1D
Mgmt ForForForElect Director William P. Gipson 1E
Mgmt ForForForElect Director Patricia Hemingway Hall 1F
Mgmt ForForForElect Director Julie M. Howard 1G
Mgmt ForForForElect Director Ulice Payne, Jr. 1H
Mgmt ForForForElect Director Jonas Prising 1I
Mgmt ForForForElect Director Paul Read 1J
Mgmt ForForForElect Director Elizabeth P. Sartain 1K
Mgmt ForForForElect Director Michael J. Van Handel 1L
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Marriott International, Inc.
Meeting Date: 05/07/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 571903202
Ticker: MAR
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Marriott International, Inc.
Shares Voted: 177,557
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director J.W. Marriott, Jr. Mgmt For For For
Mgmt ForForForElect Director Anthony G. Capuano 1b
Mgmt ForForForElect Director Deborah Marriott Harrison 1c
Mgmt ForForForElect Director Frederick A. 'Fritz' Henderson 1d
Mgmt ForForForElect Director Eric Hippeau 1e
Mgmt ForForForElect Director Lawrence W. Kellner 1f
Mgmt ForForForElect Director Debra L. Lee 1g
Mgmt ForForForElect Director Aylwin B. Lewis 1h
Mgmt ForForForElect Director David S. Marriott 1i
Mgmt AgainstAgainstForElect Director Margaret M. McCarthy 1j
Mgmt ForForForElect Director George Munoz 1k
Mgmt ForForForElect Director Horacio D. Rozanski 1l
Mgmt ForForForElect Director Susan C. Schwab 1m
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForEliminate Supermajority Vote Requirement for Removal of Directors
4a
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Certificate of Incorporation
4b
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Certain Bylaws Provisions
4c
Mgmt ForForForEliminate Supermajority Vote Requirement for Certain Transactions
4d
Mgmt ForForForEliminate Supermajority Vote Requirement for Certain Business Combinations
4e
TEGNA Inc.
Meeting Date: 05/07/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Proxy Contest
Primary Security ID: 87901J105
Ticker: TGNA
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TEGNA Inc.
Shares Voted: 2,374,901
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proxy (Gold Proxy Card) Mgmt
Mgmt ForForForElect Director Gina L. Bianchini 1.1
Mgmt ForForForElect Director Howard D. Elias 1.2
Mgmt ForForForElect Director Stuart J. Epstein 1.3
Mgmt ForForForElect Director Lidia Fonseca 1.4
Mgmt ForForForElect Director Karen H. Grimes 1.5
Mgmt ForForForElect Director David T. Lougee 1.6
Mgmt ForForForElect Director Scott K. McCune 1.7
Mgmt ForForForElect Director Henry W. McGee 1.8
Mgmt ForForForElect Director Susan Ness 1.9
Mgmt ForForForElect Director Bruce P. Nolop 1.10
Mgmt ForForForElect Director Neal Shapiro 1.11
Mgmt ForForForElect Director Melinda C. Witmer 1.12
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForEliminate Supermajority Voting Provisions 4
MgmtDissident Proxy (White Proxy Card)
SH Do Not Vote
Do Not Vote
ForElect Director Colleen B. Brown 1.1
SH Do Not Vote
Do Not Vote
ForElect Director Carlos P. Salas 1.2
SH Do Not Vote
Do Not Vote
ForElect Director Elizabeth A. Tumulty 1.3
SH Do Not Vote
Do Not Vote
ForManagement Nominee Gina L. Bianchini 1.4
SH Do Not Vote
Do Not Vote
ForManagement Nominee Stuart J. Epstein 1.5
SH Do Not Vote
Do Not Vote
ForManagement Nominee Lidia Fonseca 1.6
SH Do Not Vote
Do Not Vote
ForManagement Nominee Karen H. Grimes 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TEGNA Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH Do Not Vote
Do Not Vote
ForManagement Nominee Scott K. McCune 1.8
SH Do Not Vote
Do Not Vote
ForManagement Nominee Henry W. McGee 1.9
SH Do Not Vote
Do Not Vote
ForManagement Nominee Susan Ness 1.10
SH Do Not Vote
Do Not Vote
ForManagement Nominee Bruce P. Nolop 1.11
SH Do Not Vote
Do Not Vote
ForManagement Nominee Melinda C. Witmer 1.12
Mgmt Do Not Vote
Do Not Vote
ForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt Do Not Vote
Do Not Vote
AgainstAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt Do Not Vote
Do Not Vote
ForEliminate Supermajority Voting Provisions 4
The Progressive Corporation
Meeting Date: 05/07/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 743315103
Ticker: PGR
Shares Voted: 2,452,121
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Philip Bleser Mgmt For For For
Mgmt ForForForElect Director Stuart B. Burgdoerfer 1b
Mgmt ForForForElect Director Pamela J. Craig 1c
Mgmt ForForForElect Director Charles A. Davis 1d
Mgmt ForForForElect Director Roger N. Farah 1e
Mgmt ForForForElect Director Lawton W. Fitt 1f
Mgmt ForForForElect Director Susan Patricia Griffith 1g
Mgmt ForForForElect Director Devin C. Johnson 1h
Mgmt ForForForElect Director Jeffrey D. Kelly 1i
Mgmt ForForForElect Director Barbara R. Snyder 1j
Mgmt ForForForElect Director Jan E. Tighe 1k
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Progressive Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Kahina Van Dyke 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
USA Truck Inc.
Meeting Date: 05/07/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 902925106
Ticker: USAK
Shares Voted: 10,774
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director James D. Reed Mgmt For For For
Mgmt ForForForElect Director Gary R. Enzor 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
ENN Energy Holdings Ltd.
Meeting Date: 05/10/2021
Record Date: 05/04/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G3066L101
Ticker: 2688
Shares Voted: 10,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt AgainstAgainstForElect Wang Yusuo as Director 3a1
Mgmt ForForForElect Zheng Hongtao as Director 3a2
Mgmt ForForForElect Wang Zizheng as Director 3a3
Mgmt AgainstAgainstForElect Ma Zhixiang as Director 3a4
Mgmt AgainstAgainstForElect Yuen Po Kwong as Director 3a5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ENN Energy Holdings Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
3b
Mgmt ForForForApprove Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6
Hexcel Corporation
Meeting Date: 05/10/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 428291108
Ticker: HXL
Shares Voted: 471,609
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Nick L. Stanage Mgmt For For For
Mgmt ForForForElect Director Jeffrey C. Campbell 1b
Mgmt ForForForElect Director Cynthia M. Egnotovich 1c
Mgmt ForForForElect Director Thomas A. Gendron 1d
Mgmt ForForForElect Director Jeffrey A. Graves 1e
Mgmt ForForForElect Director Guy C. Hachey 1f
Mgmt ForForForElect Director Marilyn L. Minus 1g
Mgmt ForForForElect Director Catherine A. Suever 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
4
Imerys SA
Meeting Date: 05/10/2021
Record Date: 05/06/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F49644101
Ticker: NK
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Imerys SA
Shares Voted: 388,906
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.15 per Share
3
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions
4
Mgmt AgainstAgainstForApprove Remuneration Policy of Executive Corporate Officers
5
Mgmt ForForForApprove Remuneration Policy of Directors 6
Mgmt ForForForApprove Compensation Report of Corporate Officers
7
Mgmt ForForForApprove Compensation of Alessandro Dazza 8
Mgmt ForForForApprove Compensation of Patrick Kron 9
Mgmt ForForForReelect Patrick Kron as Director 10
Mgmt ForForForReelect Marie-Françoise Walbaum as Director 11
Mgmt ForForForElect Paris Kyriacopoulos as Director 12
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
13
MgmtExtraordinary Business
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 75 Million
14
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 15 Million
15
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to 10 Percent of Issued Capital
16
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 14-16 and 21
17
Mgmt ForForForAuthorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
18
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Imerys SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
19
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 75 Million for Bonus Issue or Increase in Par Value
20
Mgmt ForForForSet Total Limit for Capital Increase to Result from All Issuance Requests at EUR 75 Million
21
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
22
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
23
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
24
Markel Corporation
Meeting Date: 05/10/2021
Record Date: 03/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 570535104
Ticker: MKL
Shares Voted: 17,384
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mark M. Besca Mgmt For For For
Mgmt ForForForElect Director K. Bruce Connell 1b
Mgmt ForForForElect Director Thomas S. Gayner 1c
Mgmt ForForForElect Director Greta J. Harris 1d
Mgmt ForForForElect Director Diane Leopold 1e
Mgmt ForForForElect Director Lemuel E. Lewis 1f
Mgmt ForForForElect Director Anthony F. Markel 1g
Mgmt ForForForElect Director Steven A. Markel 1h
Mgmt ForForForElect Director Harold L. Morrison, Jr. 1i
Mgmt ForForForElect Director Michael O'Reilly 1j
Mgmt ForForForElect Director A. Lynne Puckett 1k
Mgmt ForForForElect Director Richard R. Whitt, III 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Markel Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify KPMG LLP as Auditors 3
Stanley Black & Decker, Inc.
Meeting Date: 05/10/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 854502101
Ticker: SWK
Shares Voted: 54
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Andrea J. Ayers Mgmt For For For
Mgmt ForForForElect Director George W. Buckley 1b
Mgmt ForForForElect Director Patrick D. Campbell 1c
Mgmt ForForForElect Director Carlos M. Cardoso 1d
Mgmt ForForForElect Director Robert B. Coutts 1e
Mgmt ForForForElect Director Debra A. Crew 1f
Mgmt ForForForElect Director Michael D. Hankin 1g
Mgmt ForForForElect Director James M. Loree 1h
Mgmt ForForForElect Director Jane M. Palmieri 1i
Mgmt ForForForElect Director Mojdeh Poul 1j
Mgmt ForForForElect Director Dmitri L. Stockton 1k
Mgmt ForForForElect Director Irving Tan 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForProvide Right to Act by Written Consent 4
Mgmt ForForForEliminate Supermajority Vote Requirement Applicable Under the Connecticut Business Corporation Act
5
Mgmt ForForForEliminate Supermajority Vote Requirement to Approve Certain Business Combinations
6
Mgmt ForForForAdopt Majority Voting for Uncontested Election of Directors
7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ALLETE, Inc.
Meeting Date: 05/11/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 018522300
Ticker: ALE
Shares Voted: 2,166
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kathryn W. Dindo Mgmt For For For
Mgmt ForForForElect Director George G. Goldfarb 1b
Mgmt AgainstAgainstForElect Director James J. Hoolihan 1c
Mgmt AgainstAgainstForElect Director Heidi E. Jimmerson 1d
Mgmt AgainstAgainstForElect Director Madeleine W. Ludlow 1e
Mgmt AgainstAgainstForElect Director Susan K. Nestegard 1f
Mgmt AgainstAgainstForElect Director Douglas C. Neve 1g
Mgmt ForForForElect Director Barbara A. Nick 1h
Mgmt ForForForElect Director Bethany M. Owen 1i
Mgmt ForForForElect Director Robert P. Powers 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Arthur J. Gallagher & Co.
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 363576109
Ticker: AJG
Shares Voted: 1,478
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sherry S. Barrat Mgmt For For For
Mgmt ForForForElect Director William L. Bax 1b
Mgmt ForForForElect Director D. John Coldman 1c
Mgmt ForForForElect Director J. Patrick Gallagher, Jr. 1d
Mgmt ForForForElect Director David S. Johnson 1e
Mgmt ForForForElect Director Kay W. McCurdy 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Arthur J. Gallagher & Co.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Christopher C. Miskel 1g
Mgmt ForForForElect Director Ralph J. Nicoletti 1h
Mgmt ForForForElect Director Norman L. Rosenthal 1i
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
AstraZeneca Plc
Meeting Date: 05/11/2021
Record Date: 05/07/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G0593M107
Ticker: AZN
Shares Voted: 40,236
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Dividends 2
Mgmt ForForForReappoint PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
4
Mgmt ForForForRe-elect Leif Johansson as Director 5a
Mgmt ForForForRe-elect Pascal Soriot as Director 5b
Mgmt ForForForRe-elect Marc Dunoyer as Director 5c
Mgmt ForForForRe-elect Philip Broadley as Director 5d
Mgmt ForForForElect Euan Ashley as Director 5e
Mgmt ForForForRe-elect Michel Demare as Director 5f
Mgmt ForForForRe-elect Deborah DiSanzo as Director 5g
Mgmt ForForForElect Diana Layfield as Director 5h
Mgmt AgainstAgainstForRe-elect Sheri McCoy as Director 5i
Mgmt ForForForRe-elect Tony Mok as Director 5j
Mgmt ForForForRe-elect Nazneen Rahman as Director 5k
Mgmt ForForForRe-elect Marcus Wallenberg as Director 5l
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AstraZeneca Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration Report 6
Mgmt AgainstAgainstForApprove Remuneration Policy 7
Mgmt ForForForAuthorise UK Political Donations and Expenditure
8
Mgmt ForAgainstForAuthorise Issue of Equity 9
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
10
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
11
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 12
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
13
Mgmt AgainstAgainstForAmend Performance Share Plan 14
AstraZeneca Plc
Meeting Date: 05/11/2021
Record Date: 05/07/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G0593M107
Ticker: AZN
Shares Voted: 40,236
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Acquisition of Alexion Pharmaceuticals, Inc.
Mgmt For For For
Avista Corporation
Meeting Date: 05/11/2021
Record Date: 03/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 05379B107
Ticker: AVA
Shares Voted: 4,107
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kristianne Blake Mgmt For For For
Mgmt ForForForElect Director Donald C. Burke 1b
Mgmt ForForForElect Director Rebecca A. Klein 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Avista Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Sena M. Kwawu 1d
Mgmt ForForForElect Director Scott H. Maw 1e
Mgmt ForForForElect Director Scott L. Morris 1f
Mgmt ForForForElect Director Jeffry L. Philipps 1g
Mgmt ForForForElect Director Heidi B. Stanley 1h
Mgmt ForForForElect Director R. John Taylor 1i
Mgmt ForForForElect Director Dennis P. Vermillion 1j
Mgmt ForForForElect Director Janet D. Widmann 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
ConocoPhillips
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 20825C104
Ticker: COP
Shares Voted: 8,190,614
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Charles E. Bunch Mgmt For For For
Mgmt ForForForElect Director Caroline Maury Devine 1b
Mgmt ForForForElect Director John V. Faraci 1c
Mgmt ForForForElect Director Jody Freeman 1d
Mgmt ForForForElect Director Gay Huey Evans 1e
Mgmt ForForForElect Director Jeffrey A. Joerres 1f
Mgmt ForForForElect Director Ryan M. Lance 1g
Mgmt ForForForElect Director Timothy A. Leach 1h
Mgmt ForForForElect Director William H. McRaven 1i
Mgmt ForForForElect Director Sharmila Mulligan 1j
Mgmt ForForForElect Director Eric D. Mullins 1k
Mgmt ForForForElect Director Arjun N. Murti 1l
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ConocoPhillips
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Robert A. Niblock 1m
Mgmt ForForForElect Director David T. Seaton 1n
Mgmt ForForForElect Director R.A. Walker 1o
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForForAdopt Simple Majority Vote 4
SH ForReferAgainstEmission Reduction Targets 5
Constellium SE
Meeting Date: 05/11/2021
Record Date: 05/07/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F21107101
Ticker: CSTM
Shares Voted: 28,393
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForElect Isabelle Boccon-Gibod as Director 1
Mgmt ForForForElect Christine Browne as Director 2
Mgmt ForForForElect Jean-Christophe Deslarzes as Director 3
Mgmt ForForForElect Jean-Philippe Puig as Director 4
Mgmt ForForForReelect Michiel Brandjes as Director 5
Mgmt ForForForReelect John Ormerod as Director 6
Mgmt ForForForReelect Werner Paschke as Director 7
Mgmt ForForForApprove Financial Statements and Statutory Reports
8
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
9
Mgmt ForForForApprove Discharge of Directors, CEO and Auditors
10
Mgmt ForForForApprove Allocation of Income and Absence of Dividends
11
Mgmt AgainstAgainstForApprove Termination Package of Jean-Marc Germain, CEO
12
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Constellium SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApproval of the Overall Envelope of Annual Fixed Fees Granted to the Directors
13
MgmtExtraordinary Business
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 1,399,833.46
14
Mgmt AgainstAgainstForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 1,399,833.46
15
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 559,933.38
16
Mgmt AgainstAgainstForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above Under Items 14-16
17
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
18
Mgmt AgainstAgainstForAuthorize up to 6,800,000 Shares of Issued Capital for Use in Restricted Stock Plans
19
Mgmt ForForForAmend Article 12.1 of Bylaws Re: Employee Representatives
20
Mgmt ForForForAmend Article 20.2 of Bylaws Re: Proxy Cards 21
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
22
Cummins Inc.
Meeting Date: 05/11/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 231021106
Ticker: CMI
Shares Voted: 115,033
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Director N. Thomas Linebarger Mgmt For For For
Mgmt ForForForElect Director Robert J. Bernhard 2
Mgmt ForForForElect Director Franklin R. Chang Diaz 3
Mgmt ForForForElect Director Bruno V. Di Leo Allen 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cummins Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Stephen B. Dobbs 5
Mgmt ForForForElect Director Carla A. Harris 6
Mgmt ForForForElect Director Robert K. Herdman 7
Mgmt ForForForElect Director Alexis M. Herman 8
Mgmt ForForForElect Director Thomas J. Lynch 9
Mgmt ForForForElect Director William I. Miller 10
Mgmt ForForForElect Director Georgia R. Nelson 11
Mgmt ForForForElect Director Kimberly A. Nelson 12
Mgmt ForForForElect Director Karen H. Quintos 13
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
14
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 15
SH ForForAgainstAbolish Professional Services Allowance 16
Essex Property Trust, Inc.
Meeting Date: 05/11/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 297178105
Ticker: ESS
Shares Voted: 100,719
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Keith R. Guericke Mgmt For For For
Mgmt ForForForElect Director Maria R. Hawthorne 1.2
Mgmt ForForForElect Director Amal M. Johnson 1.3
Mgmt ForForForElect Director Mary Kasaris 1.4
Mgmt ForForForElect Director Irving F. Lyons, III 1.5
Mgmt ForForForElect Director George M. Marcus 1.6
Mgmt ForForForElect Director Thomas E. Robinson 1.7
Mgmt ForForForElect Director Michael J. Schall 1.8
Mgmt ForForForElect Director Byron A. Scordelis 1.9
Mgmt ForForForRatify KPMG LLP as Auditor 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Essex Property Trust, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
First American Financial Corporation
Meeting Date: 05/11/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 31847R102
Ticker: FAF
Shares Voted: 474,425
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Dennis J. Gilmore Mgmt For For For
Mgmt ForForForElect Director Margaret M. McCarthy 1.2
Mgmt ForForForElect Director Martha B. Wyrsch 1.3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
First Merchants Corporation
Meeting Date: 05/11/2021
Record Date: 03/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 320817109
Ticker: FRME
Shares Voted: 502,060
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael R. Becher Mgmt For For For
Mgmt ForForForElect Director Susan W. Brooks 1.2
Mgmt ForForForElect Director Mark K. Hardwick 1.3
Mgmt ForForForElect Director William L. Hoy 1.4
Mgmt ForForForElect Director Patrick A. Sherman 1.5
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify BKD, LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
International Game Technology PLC
Meeting Date: 05/11/2021
Record Date: 05/07/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G4863A108
Ticker: IGT
Shares Voted: 1,650,644
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt AgainstAgainstForApprove Remuneration Policy 3
Mgmt ForForForElect Director Marco Sala 4
MgmtElect Director Beatrice Bassey *Withdrawn Resolution*
5
Mgmt ForForForElect Director Massimiliano Chiara 6
Mgmt ForForForElect Director Alberto Dessy 7
Mgmt ForForForElect Director Marco Drago 8
Mgmt ForForForElect Director James McCann 9
Mgmt ForForForElect Director Heather McGregor 10
Mgmt ForForForElect Director Lorenzo Pellicioli 11
Mgmt ForForForElect Director Samantha Ravich 12
Mgmt ForForForElect Director Vincent Sadusky 13
Mgmt ForForForElect Director Gianmario Tondato Da Ruos 14
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
15
Mgmt ForForForAuthorize Board to Fix Remuneration of Auditors
16
Mgmt ForForForAuthorize Political Donations and Expenditure 17
Mgmt ForAgainstForAuthorize Issue of Equity 18
Mgmt ForForForIssue of Equity or Equity-Linked Securities without Pre-emptive Rights
19
Mgmt ForForForAuthorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
20
Mgmt ForForForAuthorize Market Purchase of Ordinary Shares 21
Mgmt AgainstAgainstForApprove Omnibus Stock Plan 22
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
LKQ Corporation
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 501889208
Ticker: LKQ
Shares Voted: 5,206,149
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Patrick Berard Mgmt For For For
Mgmt ForForForElect Director Meg A. Divitto 1b
Mgmt ForForForElect Director Robert M. Hanser 1c
Mgmt ForForForElect Director Joseph M. Holsten 1d
Mgmt ForForForElect Director Blythe J. McGarvie 1e
Mgmt ForForForElect Director John W. Mendel 1f
Mgmt ForForForElect Director Jody G. Miller 1g
Mgmt ForForForElect Director Guhan Subramanian 1h
Mgmt ForForForElect Director Xavier Urbain 1i
Mgmt ForForForElect Director Jacob H. Welch 1j
Mgmt ForForForElect Director Dominick Zarcone 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Loews Corporation
Meeting Date: 05/11/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 540424108
Ticker: L
Shares Voted: 829,792
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ann E. Berman Mgmt For For For
Mgmt ForForForElect Director Joseph L. Bower 1b
Mgmt ForForForElect Director Charles D. Davidson 1c
Mgmt ForForForElect Director Charles M. Diker 1d
Mgmt ForForForElect Director Paul J. Fribourg 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Loews Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Walter L. Harris 1f
Mgmt ForForForElect Director Philip A. Laskawy 1g
Mgmt ForForForElect Director Susan P. Peters 1h
Mgmt ForForForElect Director Andrew H. Tisch 1i
Mgmt ForForForElect Director James S. Tisch 1j
Mgmt ForForForElect Director Jonathan M. Tisch 1k
Mgmt ForForForElect Director Anthony Welters 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 3
SH AgainstAgainstAgainstReport on Political Contributions 4
PacWest Bancorp
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 695263103
Ticker: PACW
Shares Voted: 728,014
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Tanya M. Acker Mgmt For For For
Mgmt ForForForElect Director Paul R. Burke 1b
Mgmt ForForForElect Director Craig A. Carlson 1c
Mgmt ForForForElect Director John M. Eggemeyer, III 1d
Mgmt ForForForElect Director C. William Hosler 1e
Mgmt ForForForElect Director Susan E. Lester 1f
Mgmt ForForForElect Director Roger H. Molvar 1g
Mgmt ForForForElect Director Daniel B. Platt 1h
Mgmt ForForForElect Director Robert A. Stine 1i
Mgmt ForForForElect Director Paul W. Taylor 1j
Mgmt ForForForElect Director Matthew P. Wagner 1k
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PacWest Bancorp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Prudential Financial, Inc.
Meeting Date: 05/11/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 744320102
Ticker: PRU
Shares Voted: 29
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Thomas J. Baltimore, Jr. Mgmt For For For
Mgmt ForForForElect Director Gilbert F. Casellas 1.2
Mgmt ForForForElect Director Robert M. Falzon 1.3
Mgmt ForForForElect Director Martina Hund-Mejean 1.4
Mgmt ForForForElect Director Wendy E. Jones 1.5
Mgmt ForForForElect Director Karl J. Krapek 1.6
Mgmt ForForForElect Director Peter R. Lighte 1.7
Mgmt ForForForElect Director Charles F. Lowrey 1.8
Mgmt ForForForElect Director George Paz 1.9
Mgmt ForForForElect Director Sandra Pianalto 1.10
Mgmt ForForForElect Director Christine A. Poon 1.11
Mgmt ForForForElect Director Douglas A. Scovanner 1.12
Mgmt ForForForElect Director Michael A. Todman 1.13
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
SH ForForAgainstRequire Independent Board Chair 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Rheinmetall AG
Meeting Date: 05/11/2021
Record Date: 04/19/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D65111102
Ticker: RHM
Shares Voted: 237,280
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 2.00 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify Deloitte GmbH as Auditors for Fiscal Year 2021
5
Mgmt ForForForElect Ulrich Grillo to the Supervisory Board 6.1
Mgmt ForForForElect Klaus-Guenter Vennemann to the Supervisory Board
6.2
Mgmt ForForForElect Sahin Albayrak to the Supervisory Board 6.3
Mgmt ForForForElect Britta Giesen to the Supervisory Board 6.4
Mgmt ForForForApprove Remuneration Policy 7
Mgmt ForForForApprove Remuneration of Supervisory Board 8
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
9
Mgmt ForForForApprove Creation of EUR 22.3 Million Pool of Capital with Partial Exclusion of Preemptive Rights
10
Mgmt ForForForApprove Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds with Partial Exclusion of Preemptive Rights up to Aggregate Nominal Amount of EUR 1 Billion; Approve Creation of EUR 22.3 Million Pool of Capital to Guarantee Conversion Rights
11
Mgmt ForForForAmend Corporate Purpose 12
Mgmt ForForForAmend Articles Re: Proof of Entitlement 13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Swire Properties Ltd.
Meeting Date: 05/11/2021
Record Date: 05/05/2021
Country: Hong Kong
Meeting Type: Annual
Primary Security ID: Y83191109
Ticker: 1972
Shares Voted: 430,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Patrick Healy as Director Mgmt For For For
Mgmt AgainstAgainstForElect Lung Ngan Yee Fanny as Director 1b
Mgmt ForForForElect Martin James Murray as Director 1c
Mgmt ForForForApprove PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 3
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
4
The Hanover Insurance Group, Inc.
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 410867105
Ticker: THG
Shares Voted: 245,752
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Harriett "Tee" Taggart Mgmt For For For
Mgmt ForForForElect Director Kevin J. Bradicich 1.2
Mgmt ForForForElect Director J. Paul Condrin, III 1.3
Mgmt ForForForElect Director Cynthia L. Egan 1.4
Mgmt ForForForElect Director Kathleen S. Lane 1.5
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
Werner Enterprises, Inc.
Meeting Date: 05/11/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 950755108
Ticker: WERN
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Werner Enterprises, Inc.
Shares Voted: 288,244
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Scott C. Arves Mgmt For For For
Mgmt ForForForElect Director Vikram Mansharamani 1.2
Mgmt ForForForElect Director Alexi A. Wellman 1.3
Mgmt ForForForElect Director Carmen A. Tapio 1.4
Mgmt ForForForElect Director Derek J. Leathers 1.5
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Willis Towers Watson Public Limited Company
Meeting Date: 05/11/2021
Record Date: 03/11/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G96629103
Ticker: WLTW
Shares Voted: 77,482
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Anna C. Catalano Mgmt For For For
Mgmt ForForForElect Director Victor F. Ganzi 1b
Mgmt ForForForElect Director John J. Haley 1c
Mgmt ForForForElect Director Wendy E. Lane 1d
Mgmt ForForForElect Director Brendan R. O'Neill 1e
Mgmt ForForForElect Director Jaymin B. Patel 1f
Mgmt ForForForElect Director Linda D. Rabbitt 1g
Mgmt ForForForElect Director Paul D. Thomas 1h
Mgmt ForForForElect Director Wilhelm Zeller 1i
Mgmt ForForForRatify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Willis Towers Watson Public Limited Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForForForRenew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights
5
WW International, Inc.
Meeting Date: 05/11/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98262P101
Ticker: WW
Shares Voted: 3,619
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Denis F. Kelly Mgmt For For For
Mgmt ForForForElect Director Julie Rice 1.2
Mgmt ForForForElect Director Christopher J. Sobecki 1.3
Mgmt ForForForElect Director Oprah Winfrey 1.4
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
AerCap Holdings NV
Meeting Date: 05/12/2021
Record Date: 04/14/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N00985106
Ticker: AER
Shares Voted: 1,070,406
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Board Report (Non-Voting) 2
Mgmt ForForForAdopt Financial Statements 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AerCap Holdings NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtReceive Explanation on Company's Reserves and Dividend Policy
4
Mgmt ForForForApprove Discharge of Directors 5
Mgmt ForForForApprove Acquisition of GECAS Business 6
Mgmt ForForForReelect Aengus Kelly as Executive Director 7.a
Mgmt AgainstAgainstForReelect Paul Dacier as Non-Executive Director 7.b
Mgmt ForForForReelect Michael Walsh as Non-Executive Director
7.c
Mgmt ForForForReelect James Lawrence as Non-Executive Director
7.d
Mgmt ForForForElect Jennifer VanBelle as Non-Executive Director
8
Mgmt AgainstAgainstForApprove Increase of Ordinary Shares in the Company's Capital Available for Issuance under the Company's Equity Incentive Plan
9
Mgmt ForForForApprove Appointment of Peter L. Juhas as the Person Referred to in Article 16, Paragraph 8 of the Company's Articles of Association
10
Mgmt ForForForRatify PricewaterhouseCoopers Accountants N.V. as Auditors
11
Mgmt ForForForGrant Board Authority to Issue Shares Up to 10 Percent of Issued Capital
12.a
Mgmt AgainstAgainstForAuthorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.a
12.b
Mgmt AgainstAgainstForGrant Board Authority to Issue Additional Shares Up To 10 Percent of Issued Capital in Case of Merger or Acquisition
12.c
Mgmt AgainstAgainstForAuthorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.c
12.d
Mgmt ForForForGrant Board Authority to Issue Additional Shares in Relation to the Anticipated Acquisition of the GECAS Business
12.e
Mgmt ForForForAuthorize Board to Exclude Preemptive Rights from Share Issuances under Item 12.e
12.f
Mgmt ForForForAuthorize Repurchase of Shares 13.a
Mgmt ForForForConditional Authorization to Repurchase Additional Shares
13.b
Mgmt ForForForApprove Reduction in Share Capital through Cancellation of Shares
14
Mgmt ForForForAmend Articles Re: Increase Authorize Share Capital and to Permit Interim Filling of Vacancies on the Board of Directors
15
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AerCap Holdings NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtAllow Questions 16
MgmtClose Meeting 17
American International Group, Inc.
Meeting Date: 05/12/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 026874784
Ticker: AIG
Shares Voted: 5,866,938
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James Cole, Jr. Mgmt For For For
Mgmt ForForForElect Director W. Don Cornwell 1b
Mgmt ForForForElect Director Brian Duperreault 1c
Mgmt ForForForElect Director John H. Fitzpatrick 1d
Mgmt ForForForElect Director William G. Jurgensen 1e
Mgmt ForForForElect Director Christopher S. Lynch 1f
Mgmt ForForForElect Director Linda A. Mills 1g
Mgmt ForForForElect Director Thomas F. Motamed 1h
Mgmt ForForForElect Director Peter R. Porrino 1i
Mgmt ForForForElect Director Amy L. Schioldager 1j
Mgmt ForForForElect Director Douglas M. Steenland 1k
Mgmt ForForForElect Director Therese M. Vaughan 1l
Mgmt ForForForElect Director Peter S. Zaffino 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Arrow Electronics, Inc.
Meeting Date: 05/12/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 042735100
Ticker: ARW
Shares Voted: 367,762
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Barry W. Perry Mgmt For For For
Mgmt ForForForElect Director William F. Austen 1.2
Mgmt ForForForElect Director Steven H. Gunby 1.3
Mgmt ForWithholdForElect Director Gail E. Hamilton 1.4
Mgmt ForWithholdForElect Director Richard S. Hill 1.5
Mgmt ForForForElect Director M. F. (Fran) Keeth 1.6
Mgmt ForWithholdForElect Director Andrew C. Kerin 1.7
Mgmt ForForForElect Director Laurel J. Krzeminski 1.8
Mgmt ForForForElect Director Michael J. Long 1.9
Mgmt ForWithholdForElect Director Stephen C. Patrick 1.10
Mgmt ForForForElect Director Gerry P. Smith 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Axcelis Technologies, Inc.
Meeting Date: 05/12/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 054540208
Ticker: ACLS
Shares Voted: 14,945
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Tzu-Yin "TY" Chiu Mgmt For Withhold Withhold
Mgmt ForForForElect Director Richard J. Faubert 1.2
Mgmt ForForForElect Director Arthur L. George, Jr. 1.3
Mgmt WithholdWithholdForElect Director Joseph P. Keithley 1.4
Mgmt ForForForElect Director John T. Kurtzweil 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Axcelis Technologies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Mary G. Puma 1.6
Mgmt WithholdWithholdForElect Director Thomas St. Dennis 1.7
Mgmt ForForForElect Director Jorge Titinger 1.8
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Benchmark Electronics, Inc.
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 08160H101
Ticker: BHE
Shares Voted: 3,202
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David W. Scheible Mgmt For Withhold Withhold
Mgmt ForForForElect Director Bruce A. Carlson 1.2
Mgmt WithholdWithholdForElect Director Anne De Greef-Safft 1.3
Mgmt WithholdWithholdForElect Director Douglas G. Duncan 1.4
Mgmt ForForForElect Director Robert K. Gifford 1.5
Mgmt WithholdWithholdForElect Director Kenneth T. Lamneck 1.6
Mgmt WithholdWithholdForElect Director Jeffrey S. McCreary 1.7
Mgmt ForForForElect Director Merilee Raines 1.8
Mgmt ForForForElect Director Jeffrey W. Benck 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
BP Plc
Meeting Date: 05/12/2021
Record Date: 03/10/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G12793108
Ticker: BP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BP Plc
Shares Voted: 3,665,002
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtManagement Proposals
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForElect Murray Auchincloss as Director 3.a
Mgmt ForForForElect Tushar Morzaria as Director 3.b
Mgmt ForForForElect Karen Richardson as Director 3.c
Mgmt ForForForElect Dr Johannes Teyssen as Director 3.d
Mgmt ForForForRe-elect Bernard Looney as Director 3.e
Mgmt ForForForRe-elect Pamela Daley as Director 3.f
Mgmt ForForForRe-elect Helge Lund as Director 3.g
Mgmt ForForForRe-elect Melody Meyer as Director 3.h
Mgmt ForForForRe-elect Paula Reynolds as Director 3.i
Mgmt ForForForRe-elect Sir John Sawers as Director 3.j
Mgmt ForForForReappoint Deloitte LLP as Auditors 4
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
5
Mgmt ForForForAuthorise UK Political Donations and Expenditure
6
Mgmt ForForForApprove Scrip Dividend Programme 7
Mgmt ForAgainstForAuthorise Issue of Equity 8
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
9
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
10
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 11
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
12
MgmtShareholder Proposal
SH AgainstAgainstAgainstApprove Shareholder Resolution on Climate Change Targets
13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cenovus Energy Inc.
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 15135U109
Ticker: CVE
Shares Voted: 2,524,998
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Ratify PricewaterhouseCoopers LLP as Auditors
Mgmt For For For
Mgmt ForForForElect Director Keith M. Casey 2.1
Mgmt WithholdWithholdForElect Director Canning K.N. Fok 2.2
Mgmt ForForForElect Director Jane E. Kinney 2.3
Mgmt ForForForElect Director Harold (Hal) N. Kvisle 2.4
Mgmt ForForForElect Director Eva L. Kwok 2.5
Mgmt ForForForElect Director Keith A. MacPhail 2.6
Mgmt ForForForElect Director Richard J. Marcogliese 2.7
Mgmt ForForForElect Director Claude Mongeau 2.8
Mgmt ForForForElect Director Alexander J. Pourbaix 2.9
Mgmt ForForForElect Director Wayne E. Shaw 2.10
Mgmt WithholdWithholdForElect Director Frank J. Sixt 2.11
Mgmt ForForForElect Director Rhonda I. Zygocki 2.12
Mgmt AgainstAgainstForRe-approve Shareholder Rights Plan 3
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
4
ChampionX Corp.
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 15872M104
Ticker: CHX
Shares Voted: 4,009,630
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Sivasankaran (Soma) Somasundaram
Mgmt For For For
Mgmt ForForForElect Director Stephen K. Wagner 1.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ChampionX Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Cimarex Energy Co.
Meeting Date: 05/12/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 171798101
Ticker: XEC
Shares Voted: 447,067
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kathleen A. Hogenson Mgmt For For For
Mgmt ForForForElect Director Lisa A. Stewart 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForDeclassify the Board of Directors 4
Mgmt ForForForRatify KPMG LLP as Auditors 5
Dril-Quip, Inc.
Meeting Date: 05/12/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 262037104
Ticker: DRQ
Shares Voted: 101
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Steven L. Newman Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Amy B. Schwetz 1.2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Dril-Quip, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Omnibus Stock Plan 4
Emerald Holding, Inc.
Meeting Date: 05/12/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29103W104
Ticker: EEX
Shares Voted: 25,486
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Anthony Munk Mgmt For Withhold Withhold
Mgmt ForForForElect Director Herve Sedky 1.2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Everest Re Group, Ltd.
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G3223R108
Ticker: RE
Shares Voted: 1,007,202
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John J. Amore Mgmt For For For
Mgmt ForForForElect Director Juan C. Andrade 1.2
Mgmt ForForForElect Director William F. Galtney, Jr. 1.3
Mgmt ForForForElect Director John A. Graf 1.4
Mgmt ForForForElect Director Meryl Hartzband 1.5
Mgmt ForForForElect Director Gerri Losquadro 1.6
Mgmt ForForForElect Director Roger M. Singer 1.7
Mgmt ForForForElect Director Joseph V. Taranto 1.8
Mgmt ForForForElect Director John A. Weber 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Everest Re Group, Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
First Republic Bank
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 33616C100
Ticker: FRC
Shares Voted: 29
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James H. Herbert, II Mgmt For For For
Mgmt ForForForElect Director Katherine August-deWilde 1b
Mgmt ForForForElect Director Hafize Gaye Erkan 1c
Mgmt ForForForElect Director Frank J. Fahrenkopf, Jr. 1d
Mgmt ForForForElect Director Boris Groysberg 1e
Mgmt ForForForElect Director Sandra R. Hernandez 1f
Mgmt ForForForElect Director Pamela J. Joyner 1g
Mgmt ForForForElect Director Reynold Levy 1h
Mgmt ForForForElect Director Duncan L. Niederauer 1i
Mgmt ForForForElect Director George G.C. Parker 1j
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
frontdoor, inc.
Meeting Date: 05/12/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 35905A109
Ticker: FTDR
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
frontdoor, inc.
Shares Voted: 720,724
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Richard P. Fox Mgmt For For For
Mgmt ForForForElect Director Brian P. McAndrews 1b
Mgmt ForForForElect Director Rexford J. Tibbens 1c
Mgmt ForForForElect Director Anna C. Catalano 1d
Mgmt ForForForElect Director William C. Cobb 1e
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Certificate of Incorporation Regarding Supermajority Vote Requirements and Advancement of Expenses
4
Gilead Sciences, Inc.
Meeting Date: 05/12/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 375558103
Ticker: GILD
Shares Voted: 41
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jacqueline K. Barton Mgmt For For For
Mgmt ForForForElect Director Jeffrey A. Bluestone 1b
Mgmt ForForForElect Director Sandra J. Horning 1c
Mgmt ForForForElect Director Kelly A. Kramer 1d
Mgmt ForForForElect Director Kevin E. Lofton 1e
Mgmt ForForForElect Director Harish Manwani 1f
Mgmt ForForForElect Director Daniel P. O'Day 1g
Mgmt ForForForElect Director Javier J. Rodriguez 1h
Mgmt ForForForElect Director Anthony Welters 1i
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Gilead Sciences, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstRequire Independent Board Chair 4
HollyFrontier Corporation
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 436106108
Ticker: HFC
Shares Voted: 4,177,529
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Anne-Marie N. Ainsworth Mgmt For For For
Mgmt ForForForElect Director Anna C. Catalano 1b
Mgmt ForForForElect Director Leldon E. Echols 1c
Mgmt ForForForElect Director Manuel J. Fernandez 1d
Mgmt ForForForElect Director Michael C. Jennings 1e
Mgmt ForForForElect Director R. Craig Knocke 1f
Mgmt ForForForElect Director Robert J. Kostelnik 1g
Mgmt ForForForElect Director James H. Lee 1h
Mgmt ForForForElect Director Franklin Myers 1i
Mgmt ForForForElect Director Michael E. Rose 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstAdopt Simple Majority Vote 4
Kindred Group Plc
Meeting Date: 05/12/2021
Record Date: 04/30/2021
Country: Malta
Meeting Type: Annual/Special
Primary Security ID: X4S1CH103
Ticker: KIND
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kindred Group Plc
Shares Voted: 32,411
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting for Holders of Swedish Depository Receipts
Mgmt
MgmtOpen Meeting 1
MgmtElect Chairman of Meeting 2
MgmtPrepare and Approve the Register of Shareholders Entitled to Vote
3
MgmtApprove Agenda 4
MgmtDesignate Inspector or Shareholder Representative(s) of Minutes of Meeting
5
MgmtDetermine Whether the Meeting has been Duly Convened
6
MgmtStatement by CEO 7
Mgmt ForForForApprove Dividends 8
Mgmt ForForForAccept Consolidated Financial Statements and Statutory Reports
9
Mgmt ForForForApprove Remuneration Report 10
Mgmt ForForForFix Number of Directors 11
Mgmt ForForForApprove Remuneration of Directors 12
Mgmt ForForForRe-elect Peter Boggs as Director 13
Mgmt ForForForRe-elect Gunnel Duveblad as Director 14
Mgmt ForForForRe-elect Erik Forsberg as Director 15
Mgmt ForForForRe-elect Carl-Magnus Mansson as Director 16
Mgmt ForForForElect Evert Carlsson as Director 17
Mgmt ForForForElect Fredrik Peyron as Director 18
Mgmt ForForForElect Heidi Skogster as Director 19
Mgmt ForForForAppoint Evert Carlsson as Board Chair 20
Mgmt ForForForApprove PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration
21
Mgmt ForForForApprove Guidelines on Electing Nomination Committee
22
Mgmt ForForForApprove Remuneration Policy 23
Mgmt ForForForAuthorize Share Repurchase Program 24
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kindred Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Reduction in Share Capital via Share Cancellation
25
MgmtClose Meeting 26
Kinross Gold Corporation
Meeting Date: 05/12/2021
Record Date: 03/19/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 496902404
Ticker: K
Shares Voted: 13,136,932
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ian Atkinson Mgmt For For For
Mgmt ForForForElect Director Kerry D. Dyte 1.2
Mgmt ForForForElect Director Glenn A. Ives 1.3
Mgmt ForForForElect Director Ave G. Lethbridge 1.4
Mgmt ForForForElect Director Elizabeth D. McGregor 1.5
Mgmt ForForForElect Director Catherine McLeod-Seltzer 1.6
Mgmt ForForForElect Director Kelly J. Osborne 1.7
Mgmt ForForForElect Director J. Paul Rollinson 1.8
Mgmt ForForForElect Director David A. Scott 1.9
Mgmt ForForForApprove KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt AgainstAgainstForApprove Shareholder Rights Plan 3
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
4
Kohl's Corporation
Meeting Date: 05/12/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 500255104
Ticker: KSS
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kohl's Corporation
Shares Voted: 3,694,716
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael J. Bender Mgmt For For For
Mgmt ForForForElect Director Peter Boneparth 1.2
Mgmt ForForForElect Director Steven A. Burd 1.3
Mgmt ForForForElect Director Yael Cosset 1.4
Mgmt ForForForElect Director H. Charles Floyd 1.5
Mgmt ForForForElect Director Michelle Gass 1.6
Mgmt ForForForElect Director Robbin Mitchell 1.7
Mgmt ForForForElect Director Jonas Prising 1.8
Mgmt ForForForElect Director John E. Schlifske 1.9
Mgmt ForForForElect Director Adrianne Shapira 1.10
Mgmt ForForForElect Director Frank V. Sica 1.11
Mgmt ForForForElect Director Stephanie A. Streeter 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstProvide Right to Act by Written Consent 4
Laboratory Corporation of America Holdings
Meeting Date: 05/12/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 50540R409
Ticker: LH
Shares Voted: 158,422
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kerrii B. Anderson Mgmt For For For
Mgmt ForForForElect Director Jean-Luc Belingard 1b
Mgmt ForForForElect Director Jeffrey A. Davis 1c
Mgmt ForForForElect Director D. Gary Gilliland 1d
Mgmt ForForForElect Director Garheng Kong 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Laboratory Corporation of America Holdings
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Peter M. Neupert 1f
Mgmt ForForForElect Director Richelle P. Parham 1g
Mgmt ForForForElect Director Adam H. Schechter 1h
Mgmt ForForForElect Director Kathryn E. Wengel 1i
Mgmt ForForForElect Director R. Sanders Williams 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH ForForAgainstAmend Proxy Access Right 4
Landstar System, Inc.
Meeting Date: 05/12/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 515098101
Ticker: LSTR
Shares Voted: 177,852
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James B. Gattoni Mgmt For For For
Mgmt ForForForElect Director Anthony J. Orlando 1b
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Masco Corporation
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 574599106
Ticker: MAS
Shares Voted: 798,891
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mark R. Alexander Mgmt For For For
Mgmt ForForForElect Director Marie A. Ffolkes 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Masco Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director John C. Plant 1c
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Phillips 66
Meeting Date: 05/12/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 718546104
Ticker: PSX
Shares Voted: 209,193
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Julie L. Bushman Mgmt For For For
Mgmt ForForForElect Director Lisa A. Davis 1b
Mgmt ForForForDeclassify the Board of Directors 2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
SH ForReferAgainstAdopt GHG Emissions Reduction Targets 5
SH AgainstAgainstAgainstReport on Climate Lobbying 6
Rackspace Technology, Inc.
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 750102105
Ticker: RXT
Shares Voted: 480,261
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Susan Arthur Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Jeffrey Benjamin 1.2
Mgmt WithholdWithholdForElect Director Aaron Sobel 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Rackspace Technology, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Simon Property Group, Inc.
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 828806109
Ticker: SPG
Shares Voted: 7,528
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Glyn F. Aeppel Mgmt For For For
Mgmt ForForForElect Director Larry C. Glasscock 1b
Mgmt ForForForElect Director Karen N. Horn 1c
Mgmt ForForForElect Director Allan Hubbard 1d
Mgmt ForForForElect Director Reuben S. Leibowitz 1e
Mgmt ForForForElect Director Gary M. Rodkin 1f
Mgmt ForForForElect Director Stefan M. Selig 1g
Mgmt ForForForElect Director Daniel C. Smith 1h
Mgmt ForForForElect Director J. Albert Smith, Jr. 1i
Mgmt ForForForElect Director Marta R. Stewart 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Solaris Oilfield Infrastructure, Inc.
Meeting Date: 05/12/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 83418M103
Ticker: SOI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Solaris Oilfield Infrastructure, Inc.
Shares Voted: 37,722
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director James R. Burke Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director F. Gardner Parker 1.2
Mgmt ForForForRatify BDO USA, LLP as Auditors 2
SP Plus Corporation
Meeting Date: 05/12/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78469C103
Ticker: SP
Shares Voted: 9,091
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director G Marc Baumann Mgmt For For For
Mgmt ForForForElect Director Alice M. Peterson 1.2
Mgmt ForForForElect Director Gregory A. Reid 1.3
Mgmt ForForForElect Director Wyman T. Roberts 1.4
Mgmt ForForForElect Director Diana L. Sands 1.5
Mgmt ForForForElect Director Douglas R. Waggoner 1.6
Mgmt ForForForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
SPIE SA
Meeting Date: 05/12/2021
Record Date: 05/10/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F8691R101
Ticker: SPIE
Shares Voted: 119,680
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SPIE SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 0.44 per Share
3
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions
4
Mgmt ForForForRatify Appointment of Sandrine Teran as Director
5
Mgmt ForForForElect Sandrine Teran as Director 6
Mgmt ForForForElect Patrick Jeantet as Director 7
Mgmt ForForForApprove Compensation of Gauthier Louette, Chairman and CEO
8
Mgmt ForForForApprove Remuneration Policy of Gauthier Louette, Chairman and CEO
9
Mgmt ForForForApprove Compensation Report 10
Mgmt ForForForApprove Remuneration Policy of Directors 11
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
12
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
13
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
14
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
15
Mgmt ForForForAuthorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans
16
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
17
Syneos Health, Inc.
Meeting Date: 05/12/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 87166B102
Ticker: SYNH
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Syneos Health, Inc.
Shares Voted: 708,495
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Thomas Allen Mgmt For Against Against
Mgmt ForForForElect Director Linda A. Harty 1b
Mgmt ForForForElect Director Alistair Macdonald 1c
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Wyndham Hotels & Resorts, Inc.
Meeting Date: 05/12/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98311A105
Ticker: WH
Shares Voted: 1,591,712
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Stephen P. Holmes Mgmt For For For
Mgmt ForForForElect Director Geoffrey A. Ballotti 1.2
Mgmt ForForForElect Director Myra J. Biblowit 1.3
Mgmt ForForForElect Director James E. Buckman 1.4
Mgmt ForForForElect Director Bruce B. Churchill 1.5
Mgmt ForForForElect Director Mukul V. Deoras 1.6
Mgmt ForForForElect Director Ronald L. Nelson 1.7
Mgmt ForForForElect Director Pauline D.E. Richards 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Apple Hospitality REIT, Inc.
Meeting Date: 05/13/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03784Y200
Ticker: APLE
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Apple Hospitality REIT, Inc.
Shares Voted: 22,928
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Glenn W. Bunting Mgmt For For For
Mgmt ForForForElect Director Jon A. Fosheim 1.2
Mgmt ForForForElect Director Kristian M. Gathright 1.3
Mgmt ForForForElect Director Glade M. Knight 1.4
Mgmt ForForForElect Director Justin G. Knight 1.5
Mgmt ForForForElect Director Blythe J. McGarvie 1.6
Mgmt ForForForElect Director Daryl A. Nickel 1.7
Mgmt ForForForElect Director L. Hugh Redd 1.8
Mgmt ForForForElect Director Howard E. Woolley 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Assurant, Inc.
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 04621X108
Ticker: AIZ
Shares Voted: 71,278
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Elaine D. Rosen Mgmt For For For
Mgmt ForForForElect Director Paget L. Alves 1b
Mgmt ForForForElect Director J. Braxton Carter 1c
Mgmt ForForForElect Director Juan N. Cento 1d
Mgmt ForForForElect Director Alan B. Colberg 1e
Mgmt ForForForElect Director Harriet Edelman 1f
Mgmt ForForForElect Director Lawrence V. Jackson 1g
Mgmt ForForForElect Director Jean-Paul L. Montupet 1h
Mgmt ForForForElect Director Debra J. Perry 1i
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Assurant, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Ognjen (Ogi) Redzic 1j
Mgmt ForForForElect Director Paul J. Reilly 1k
Mgmt ForForForElect Director Robert W. Stein 1l
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Avantor, Inc.
Meeting Date: 05/13/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 05352A100
Ticker: AVTR
Shares Voted: 7,806,788
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Matthew Holt Mgmt For For For
Mgmt ForForForElect Director Christi Shaw 1b
Mgmt ForForForElect Director Michael Severino 1c
Mgmt ForAgainstForElect Director Gregory Summe 1d
Mgmt ForForForProvide Right to Call Special Meeting 2a
Mgmt ForForForEliminate Supermajority Vote Requirements 2b
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
CBIZ, Inc.
Meeting Date: 05/13/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 124805102
Ticker: CBZ
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CBIZ, Inc.
Shares Voted: 6,518
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael H. DeGroote Mgmt For For For
Mgmt ForForForElect Director Gina D. France 1.2
Mgmt ForForForElect Director A. Haag Sherman 1.3
Mgmt ForForForElect Director Todd J. Slotkin 1.4
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
CK Asset Holdings Limited
Meeting Date: 05/13/2021
Record Date: 05/07/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G2177B101
Ticker: 1113
Shares Voted: 324,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForElect Ip Tak Chuen, Edmond as Director 3.1
Mgmt ForForForElect Chow Wai Kam, Raymond as Director 3.2
Mgmt ForForForElect Woo Chia Ching, Grace as Director 3.3
Mgmt AgainstAgainstForElect Chow Nin Mow, Albert as Director 3.4
Mgmt AgainstAgainstForElect Donald Jeffrey Roberts as Director 3.5
Mgmt ForForForElect Stephen Edward Bradley as Director 3.6
Mgmt AgainstAgainstForApprove Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5.1
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 5.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CK Asset Holdings Limited
Meeting Date: 05/13/2021
Record Date: 05/07/2021
Country: Cayman Islands
Meeting Type: Special
Primary Security ID: G2177B101
Ticker: 1113
Shares Voted: 324,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Share Purchase Agreement, Proposed Acquisition and Grant of Specific Mandate to Allot and Issue Consideration Shares
Mgmt For For For
Mgmt ForForForApprove Share Buy-back Offer and Related Transactions
2
Mgmt ForForForApprove Whitewash Waiver and Related Transactions
3
Covanta Holding Corporation
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 22282E102
Ticker: CVA
Shares Voted: 807,870
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David M. Barse Mgmt For For For
Mgmt ForForForElect Director Ronald J. Broglio 1.2
Mgmt ForForForElect Director Peter C.B. Bynoe 1.3
Mgmt ForForForElect Director Linda J. Fisher 1.4
Mgmt ForForForElect Director Joseph M. Holsten 1.5
Mgmt ForForForElect Director Owen Michaelson 1.6
Mgmt ForForForElect Director Danielle Pletka 1.7
Mgmt ForForForElect Director Michael W. Ranger 1.8
Mgmt ForForForElect Director Robert S. Silberman 1.9
Mgmt ForForForElect Director Jean Smith 1.10
Mgmt WithholdWithholdForElect Director Samuel Zell 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CVS Health Corporation
Meeting Date: 05/13/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 126650100
Ticker: CVS
Shares Voted: 2,002,853
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Fernando Aguirre Mgmt For For For
Mgmt ForForForElect Director C. David Brown, II 1b
Mgmt ForForForElect Director Alecia A. DeCoudreaux 1c
Mgmt ForForForElect Director Nancy-Ann M. DeParle 1d
Mgmt ForForForElect Director David W. Dorman 1e
Mgmt ForForForElect Director Roger N. Farah 1f
Mgmt ForForForElect Director Anne M. Finucane 1g
Mgmt ForForForElect Director Edward J. Ludwig 1h
Mgmt ForForForElect Director Karen S. Lynch 1i
Mgmt ForForForElect Director Jean-Pierre Millon 1j
Mgmt ForForForElect Director Mary L. Schapiro 1k
Mgmt ForForForElect Director William C. Weldon 1l
Mgmt ForForForElect Director Tony L. White 1m
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
4
SH ForForAgainstRequire Independent Board Chair 5
GrafTech International Ltd.
Meeting Date: 05/13/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 384313508
Ticker: EAF
Shares Voted: 1,600,067
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Catherine L. Clegg Mgmt For Withhold Withhold
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
GrafTech International Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Jeffrey C. Dutton 1.2
Mgmt WithholdWithholdForElect Director Anthony R. Taccone 1.3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Henry Schein, Inc.
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 806407102
Ticker: HSIC
Shares Voted: 12,594
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mohamad Ali Mgmt For For For
Mgmt ForForForElect Director Barry J. Alperin 1b
Mgmt ForForForElect Director Gerald A. Benjamin 1c
Mgmt ForForForElect Director Stanley M. Bergman 1d
Mgmt ForForForElect Director James P. Breslawski 1e
Mgmt ForForForElect Director Deborah Derby 1f
Mgmt ForForForElect Director Joseph L. Herring 1g
Mgmt ForForForElect Director Kurt P. Kuehn 1h
Mgmt ForForForElect Director Philip A. Laskawy 1i
Mgmt ForForForElect Director Anne H. Margulies 1j
Mgmt ForForForElect Director Mark E. Mlotek 1k
Mgmt ForForForElect Director Steven Paladino 1l
Mgmt ForForForElect Director Carol Raphael 1m
Mgmt ForForForElect Director E. Dianne Rekow 1n
Mgmt ForForForElect Director Bradley T. Sheares 1o
Mgmt ForForForElect Director Reed V. Tuckson 1p
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify BDO USA, LLP as Auditor 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Intel Corporation
Meeting Date: 05/13/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 458140100
Ticker: INTC
Shares Voted: 42
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Patrick P. Gelsinger Mgmt For For For
Mgmt ForForForElect Director James J. Goetz 1b
Mgmt ForForForElect Director Alyssa Henry 1c
Mgmt ForForForElect Director Omar Ishrak 1d
Mgmt ForForForElect Director Risa Lavizzo-Mourey 1e
Mgmt ForForForElect Director Tsu-Jae King Liu 1f
Mgmt ForForForElect Director Gregory D. Smith 1g
Mgmt ForForForElect Director Dion J. Weisler 1h
Mgmt ForForForElect Director Frank D. Yeary 1i
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstAgainstReport on Global Median Gender/Racial Pay Gap
5
SH AgainstAgainstAgainstReport on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture
6
JetBlue Airways Corporation
Meeting Date: 05/13/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 477143101
Ticker: JBLU
Shares Voted: 48,563
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director B. Ben Baldanza Mgmt For For For
Mgmt ForForForElect Director Peter Boneparth 1b
Mgmt ForForForElect Director Monte Ford 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
JetBlue Airways Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Robin Hayes 1d
Mgmt ForForForElect Director Ellen Jewett 1e
Mgmt ForForForElect Director Robert Leduc 1f
Mgmt ForForForElect Director Teri McClure 1g
Mgmt ForForForElect Director Sarah Robb O'Hagan 1h
Mgmt ForForForElect Director Vivek Sharma 1i
Mgmt ForForForElect Director Thomas Winkelmann 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
KeyCorp
Meeting Date: 05/13/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 493267108
Ticker: KEY
Shares Voted: 7,612,820
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bruce D. Broussard Mgmt For For For
Mgmt ForForForElect Director Alexander M. Cutler 1.2
Mgmt ForForForElect Director H. James Dallas 1.3
Mgmt ForForForElect Director Elizabeth R. Gile 1.4
Mgmt ForForForElect Director Ruth Ann M. Gillis 1.5
Mgmt ForForForElect Director Christopher M. Gorman 1.6
Mgmt ForForForElect Director Robin N. Hayes 1.7
Mgmt ForForForElect Director Carlton L. Highsmith 1.8
Mgmt ForForForElect Director Richard J. Hipple 1.9
Mgmt ForForForElect Director Devina A. Rankin 1.10
Mgmt ForForForElect Director Barbara R. Snyder 1.11
Mgmt ForForForElect Director Todd J. Vasos 1.12
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
KeyCorp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director David K. Wilson 1.13
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Nonqualified Employee Stock Purchase Plan
4
Mgmt ForForForReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Las Vegas Sands Corp.
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 517834107
Ticker: LVS
Shares Voted: 2,546,016
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Irwin Chafetz Mgmt For For For
Mgmt WithholdWithholdForElect Director Micheline Chau 1.2
Mgmt ForForForElect Director Patrick Dumont 1.3
Mgmt ForForForElect Director Charles D. Forman 1.4
Mgmt ForForForElect Director Robert G. Goldstein 1.5
Mgmt ForForForElect Director George Jamieson 1.6
Mgmt ForForForElect Director Nora M. Jordan 1.7
Mgmt WithholdWithholdForElect Director Charles A. Koppelman 1.8
Mgmt ForForForElect Director Lewis Kramer 1.9
Mgmt WithholdWithholdForElect Director David F. Levi 1.10
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mr. Cooper Group Inc.
Meeting Date: 05/13/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 62482R107
Ticker: COOP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Mr. Cooper Group Inc.
Shares Voted: 637,440
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jay Bray Mgmt For For For
Mgmt ForForForElect Director Busy Burr 1b
Mgmt ForForForElect Director Robert Gidel 1c
Mgmt ForForForElect Director Roy Guthrie 1d
Mgmt ForForForElect Director Christopher Harrington 1e
Mgmt ForForForElect Director Michael Malone 1f
Mgmt ForForForElect Director Shveta Mujumdar 1g
Mgmt ForForForElect Director Tagar Olson 1h
Mgmt ForForForElect Director Steven Scheiwe 1i
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
NMI Holdings, Inc.
Meeting Date: 05/13/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 629209305
Ticker: NMIH
Shares Voted: 948,287
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bradley M. Shuster Mgmt For For For
Mgmt ForForForElect Director Claudia J. Merkle 1.2
Mgmt ForForForElect Director Michael Embler 1.3
Mgmt ForForForElect Director Priya Huskins 1.4
Mgmt ForForForElect Director James G. Jones 1.5
Mgmt ForForForElect Director Lynn S. McCreary 1.6
Mgmt ForForForElect Director Michael Montgomery 1.7
Mgmt ForForForElect Director Regina Muehlhauser 1.8
Mgmt ForForForElect Director Steven L. Scheid 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NMI Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify BDO USA, LLP as Auditors 3
O'Reilly Automotive, Inc.
Meeting Date: 05/13/2021
Record Date: 03/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 67103H107
Ticker: ORLY
Shares Voted: 6
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director David O'Reilly Mgmt For For For
Mgmt ForForForElect Director Larry O'Reilly 1b
Mgmt ForForForElect Director Greg Henslee 1c
Mgmt ForForForElect Director Jay D. Burchfield 1d
Mgmt ForForForElect Director Thomas T. Hendrickson 1e
Mgmt ForForForElect Director John R. Murphy 1f
Mgmt ForForForElect Director Dana M. Perlman 1g
Mgmt ForForForElect Director Maria A. Sastre 1h
Mgmt ForForForElect Director Andrea M. Weiss 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstAmend Proxy Access Right 4
SBA Communications Corporation
Meeting Date: 05/13/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78410G104
Ticker: SBAC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SBA Communications Corporation
Shares Voted: 5
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mary S. Chan Mgmt For For For
Mgmt ForForForElect Director George R. Krouse, Jr. 1.2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
The Charles Schwab Corporation
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 808513105
Ticker: SCHW
Shares Voted: 4,145,061
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Walter W. Bettinger, II Mgmt For For For
Mgmt ForForForElect Director Joan T. Dea 1b
Mgmt ForForForElect Director Christopher V. Dodds 1c
Mgmt AgainstAgainstForElect Director Mark A. Goldfarb 1d
Mgmt ForForForElect Director Bharat B. Masrani 1e
Mgmt ForForForElect Director Charles A. Ruffel 1f
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 4
SH ForForAgainstDeclassify the Board of Directors 5
Travel + Leisure Co.
Meeting Date: 05/13/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 894164102
Ticker: TNL
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Travel + Leisure Co.
Shares Voted: 792,038
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Louise F. Brady Mgmt For For For
Mgmt ForForForElect Director Michael D. Brown 1.2
Mgmt ForForForElect Director James E. Buckman 1.3
Mgmt ForForForElect Director George Herrera 1.4
Mgmt ForForForElect Director Stephen P. Holmes 1.5
Mgmt ForForForElect Director Denny Marie Post 1.6
Mgmt ForForForElect Director Ronald L. Rickles 1.7
Mgmt ForForForElect Director Michael H. Wargotz 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Union Pacific Corporation
Meeting Date: 05/13/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 907818108
Ticker: UNP
Shares Voted: 599,423
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Andrew H. Card, Jr. Mgmt For For For
Mgmt ForForForElect Director William J. DeLaney 1b
Mgmt ForForForElect Director David B. Dillon 1c
Mgmt ForForForElect Director Lance M. Fritz 1d
Mgmt ForForForElect Director Deborah C. Hopkins 1e
Mgmt ForForForElect Director Jane H. Lute 1f
Mgmt ForForForElect Director Michael R. McCarthy 1g
Mgmt ForForForElect Director Thomas F. McLarty, III 1h
Mgmt ForForForElect Director Jose H. Villarreal 1i
Mgmt ForForForElect Director Christopher J. Williams 1j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Union Pacific Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForApprove Nonqualified Employee Stock Purchase Plan
5
SH ForForAgainstReport on EEO 6
SH ForForAgainstPublish Annually a Report Assessing Diversity and Inclusion Efforts
7
SH AgainstAgainstAgainstAnnual Vote and Report on Climate Change 8
United Parcel Service, Inc.
Meeting Date: 05/13/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 911312106
Ticker: UPS
Shares Voted: 192,116
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Carol B. Tome Mgmt For For For
Mgmt ForForForElect Director Rodney C. Adkins 1b
Mgmt ForForForElect Director Eva C. Boratto 1c
Mgmt ForForForElect Director Michael J. Burns 1d
Mgmt ForForForElect Director Wayne M. Hewett 1e
Mgmt ForForForElect Director Angela Hwang 1f
Mgmt ForForForElect Director Kate E. Johnson 1g
Mgmt ForForForElect Director William R. Johnson 1h
Mgmt ForForForElect Director Ann M. Livermore 1i
Mgmt ForForForElect Director Franck J. Moison 1j
Mgmt ForForForElect Director Christiana Smith Shi 1k
Mgmt ForForForElect Director Russell Stokes 1l
Mgmt ForForForElect Director Kevin Warsh 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
United Parcel Service, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 5
SH ForForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
6
SH ForReferAgainstReport on Climate Change 7
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
8
SH ForForAgainstPublish Annually a Report Assessing Diversity and Inclusion Efforts
9
Verizon Communications Inc.
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 92343V104
Ticker: VZ
Shares Voted: 2,252
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Shellye L. Archambeau Mgmt For For For
Mgmt ForForForElect Director Roxanne S. Austin 1b
Mgmt ForForForElect Director Mark T. Bertolini 1c
Mgmt ForForForElect Director Melanie L. Healey 1d
Mgmt ForForForElect Director Clarence Otis, Jr. 1e
Mgmt ForForForElect Director Daniel H. Schulman 1f
Mgmt ForForForElect Director Rodney E. Slater 1g
Mgmt ForForForElect Director Hans E. Vestberg 1h
Mgmt ForForForElect Director Gregory G. Weaver 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstLower Ownership Threshold for Action by Written Consent
4
SH ForForAgainstAmend Senior Executive Compensation Clawback Policy
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Verizon Communications Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstSubmit Severance Agreement (Change-in-Control) to Shareholder Vote
6
Aegion Corporation
Meeting Date: 05/14/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Special
Primary Security ID: 00770F104
Ticker: AEGN
Shares Voted: 762,987
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
State Auto Financial Corporation
Meeting Date: 05/14/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 855707105
Ticker: STFC
Shares Voted: 3,161
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael J. Fiorile Mgmt For For For
Mgmt ForForForElect Director Michael E. LaRocco 1.2
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
2
Mgmt ForForForAmend Non-Employee Director Restricted Stock Plan
3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Weyerhaeuser Company
Meeting Date: 05/14/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 962166104
Ticker: WY
Shares Voted: 92
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mark A. Emmert Mgmt For For For
Mgmt ForForForElect Director Rick R. Holley 1b
Mgmt ForForForElect Director Sara Grootwassink Lewis 1c
Mgmt ForForForElect Director Deidra C. Merriwether 1d
Mgmt ForForForElect Director Al Monaco 1e
Mgmt ForForForElect Director Nicole W. Piasecki 1f
Mgmt ForForForElect Director Lawrence A. Selzer 1g
Mgmt ForForForElect Director Devin W. Stockfish 1h
Mgmt ForForForElect Director Kim Williams 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Zebra Technologies Corporation
Meeting Date: 05/14/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 989207105
Ticker: ZBRA
Shares Voted: 1,864
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Chirantan "CJ" Desai Mgmt For For For
Mgmt ForForForElect Director Richard L. Keyser 1.2
Mgmt ForForForElect Director Ross W. Manire 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditor 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Zimmer Biomet Holdings, Inc.
Meeting Date: 05/14/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98956P102
Ticker: ZBH
Shares Voted: 511,148
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Christopher B. Begley Mgmt For For For
Mgmt ForForForElect Director Betsy J. Bernard 1b
Mgmt ForForForElect Director Michael J. Farrell 1c
Mgmt ForForForElect Director Robert A. Hagemann 1d
Mgmt ForForForElect Director Bryan C. Hanson 1e
Mgmt ForForForElect Director Arthur J. Higgins 1f
Mgmt ForForForElect Director Maria Teresa Hilado 1g
Mgmt ForForForElect Director Syed Jafry 1h
Mgmt ForForForElect Director Sreelakshmi Kolli 1i
Mgmt ForForForElect Director Michael W. Michelson 1j
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForAmend Non-Employee Director Omnibus Stock Plan
5
Mgmt ForForForAmend Deferred Compensation Plan 6
Mgmt ForForForProvide Right to Call Special Meeting 7
China MeiDong Auto Holdings Limited
Meeting Date: 05/17/2021
Record Date: 05/11/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G21192102
Ticker: 1268
Shares Voted: 70,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
China MeiDong Auto Holdings Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Ye Fan as Director 2.1a
Mgmt ForForForElect Wang Michael Chou as Director 2.1b
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
2.2
Mgmt ForForForApprove KPMG as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
4
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 5
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 6
Mgmt ForForForApprove Final Dividend 7
First Internet Bancorp
Meeting Date: 05/17/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 320557101
Ticker: INBK
Shares Voted: 3,129
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Aasif M. Bade Mgmt For For For
Mgmt ForForForElect Director David B. Becker 1.2
Mgmt ForForForElect Director Ana Dutra 1.3
Mgmt ForForForElect Director John K. Keach, Jr. 1.4
Mgmt ForForForElect Director David R. Lovejoy 1.5
Mgmt ForForForElect Director Ralph R. Whitney, Jr. 1.6
Mgmt ForForForElect Director Jerry Williams 1.7
Mgmt ForForForElect Director Jean L. Wojtowicz 1.8
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify BKD, LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Horizonte Minerals Plc
Meeting Date: 05/17/2021
Record Date: 05/13/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G463B6107
Ticker: HZM
Shares Voted: 548,751
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForRe-elect David Hall as Director 2
Mgmt AgainstAgainstForRe-elect Jeremy Martin as Director 3
Mgmt AgainstAgainstForRe-elect Owen Bavinton as Director 4
Mgmt AgainstAgainstForRe-elect William Fisher as Director 5
Mgmt AgainstAgainstForRe-elect Allan Walker as Director 6
Mgmt AgainstAgainstForRe-elect Sepanta Dorri as Director 7
Mgmt ForForForReappoint BDO LLP as Auditors and Authorise Their Remuneration
8
Mgmt ForForForAuthorise Issue of Equity 9
Mgmt AgainstAgainstForAuthorise Issue of Equity without Pre-emptive Rights
10
ProPetro Holding Corp.
Meeting Date: 05/17/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74347M108
Ticker: PUMP
Shares Voted: 16,016
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Phillip A. Gobe Mgmt For For For
Mgmt WithholdWithholdForElect Director Spencer D. Armour, III 1.2
Mgmt ForForForElect Director Mark S. Berg 1.3
Mgmt ForForForElect Director Anthony J. Best 1.4
Mgmt ForForForElect Director Michele V. Choka 1.5
Mgmt WithholdWithholdForElect Director Alan E. Douglas 1.6
Mgmt ForForForElect Director G. Larry Lawrence 1.7
Mgmt WithholdWithholdForElect Director Jack B. Moore 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ProPetro Holding Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
ACCO Brands Corporation
Meeting Date: 05/18/2021
Record Date: 03/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00081T108
Ticker: ACCO
Shares Voted: 2,045,137
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James A. Buzzard *Withdrawn Resolution*
Mgmt
Mgmt ForForForElect Director Kathleen S. Dvorak 1b
Mgmt ForForForElect Director Boris Elisman 1c
Mgmt ForForForElect Director Pradeep Jotwani 1d
Mgmt ForForForElect Director Robert J. Keller 1e
Mgmt ForForForElect Director Thomas Kroeger 1f
Mgmt ForForForElect Director Ron Lombardi 1g
Mgmt ForForForElect Director Graciela I. Monteagudo 1h
Mgmt ForForForElect Director E. Mark Rajkowski 1i
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Alexandria Real Estate Equities, Inc.
Meeting Date: 05/18/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 015271109
Ticker: ARE
Shares Voted: 9
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joel S. Marcus Mgmt For Against Against
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Alexandria Real Estate Equities, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Steven R. Hash 1.2
Mgmt AgainstAgainstForElect Director James P. Cain 1.3
Mgmt AgainstAgainstForElect Director Maria C. Freire 1.4
Mgmt ForForForElect Director Jennifer Friel Goldstein 1.5
Mgmt ForForForElect Director Richard H. Klein 1.6
Mgmt AgainstAgainstForElect Director Michael A. Woronoff 1.7
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Amgen Inc.
Meeting Date: 05/18/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 031162100
Ticker: AMGN
Shares Voted: 608,833
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Wanda M. Austin Mgmt For For For
Mgmt ForForForElect Director Robert A. Bradway 1b
Mgmt ForForForElect Director Brian J. Druker 1c
Mgmt ForForForElect Director Robert A. Eckert 1d
Mgmt ForForForElect Director Greg C. Garland 1e
Mgmt ForForForElect Director Charles M. Holley, Jr. 1f
Mgmt ForForForElect Director Tyler Jacks 1g
Mgmt ForForForElect Director Ellen J. Kullman 1h
Mgmt ForForForElect Director Amy E. Miles 1i
Mgmt ForForForElect Director Ronald D. Sugar 1j
Mgmt ForForForElect Director R. Sanders Williams 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BNP Paribas SA
Meeting Date: 05/18/2021
Record Date: 05/16/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F1058Q238
Ticker: BNP
Shares Voted: 242,244
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.11 per Share
3
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions
4
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
5
Mgmt ForForForReelect Pierre Andre de Chalendar as Director 6
Mgmt ForForForReelect Rajna Gibson Brandon as Director 7
Mgmt ForForForElect Christian Noyer as Director 8
Mgmt ForForForElect Juliette Brisac as Representative of Employee Shareholders to the Board
9
Mgmt AgainstAgainstAgainstElect Isabelle Coron as Representative of Employee Shareholders to the Board
A
Mgmt AgainstAgainstAgainstElect Cecile Besse Advani as Representative of Employee Shareholders to the Board
B
Mgmt AgainstAgainstAgainstElect Dominique Potier as Representative of Employee Shareholders to the Board
C
Mgmt ForForForApprove Remuneration Policy of Directors 10
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
11
Mgmt ForForForApprove Remuneration Policy of CEO and Vice-CEO
12
Mgmt ForForForApprove Compensation of Corporate Officers 13
Mgmt ForForForApprove Compensation of Jean Lemierre, Chairman of the Board
14
Mgmt ForForForApprove Compensation of Jean-Laurent Bonnafe, CEO
15
Mgmt ForForForApprove Compensation of Philippe Bordenave, Vice-CEO
16
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BNP Paribas SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers
17
Mgmt ForForForApprove Remuneration of Directors in the Aggregate Amount of EUR 1.4 Million
18
Mgmt ForForForSet Limit for the Variable Remuneration of Executives and Specific Employees
19
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
20
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
21
Cactus, Inc.
Meeting Date: 05/18/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 127203107
Ticker: WHD
Shares Voted: 323,747
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael McGovern Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director John (Andy) O'Donnell 1.2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Carriage Services, Inc.
Meeting Date: 05/18/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 143905107
Ticker: CSV
Shares Voted: 26,329
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Melvin C. Payne Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director James R. Schenck 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Carriage Services, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
3
Mgmt ForAgainstForAmend Omnibus Stock Plan 4
Mgmt ForForForRatify Grant Thornton LLP as Auditors 5
CyrusOne Inc.
Meeting Date: 05/18/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 23283R100
Ticker: CONE
Shares Voted: 263,375
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bruce W. Duncan Mgmt For For For
Mgmt ForForForElect Director David H. Ferdman 1.2
Mgmt ForForForElect Director John W. Gamble, Jr. 1.3
Mgmt ForForForElect Director T. Tod Nielsen 1.4
Mgmt ForForForElect Director Denise Olsen 1.5
Mgmt ForForForElect Director Alex Shumate 1.6
Mgmt ForForForElect Director William E. Sullivan 1.7
Mgmt ForForForElect Director Lynn A. Wentworth 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
FirstEnergy Corp.
Meeting Date: 05/18/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 337932107
Ticker: FE
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
FirstEnergy Corp.
Shares Voted: 64
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael J. Anderson Mgmt For For For
Mgmt ForForForElect Director Steven J. Demetriou 1.2
Mgmt ForForForElect Director Julia L. Johnson 1.3
Mgmt ForForForElect Director Jesse A. Lynn 1.4
Mgmt ForForForElect Director Donald T. Misheff 1.5
Mgmt ForForForElect Director Thomas N. Mitchell 1.6
Mgmt ForForForElect Director James F. O'Neil, III 1.7
Mgmt ForForForElect Director Christopher D. Pappas 1.8
Mgmt ForForForElect Director Luis A. Reyes 1.9
Mgmt ForForForElect Director John W. Somerhalder, II 1.10
Mgmt ForForForElect Director Steven E. Strah 1.11
Mgmt ForForForElect Director Andrew Teno 1.12
Mgmt ForForForElect Director Leslie M. Turner 1.13
Mgmt ForForForElect Director Melvin Williams 1.14
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Flushing Financial Corporation
Meeting Date: 05/18/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 343873105
Ticker: FFIC
Shares Voted: 3,226
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Michael A. Azarian Mgmt For For For
Mgmt ForForForElect Director Steven J. D'Iorio 1b
Mgmt ForForForElect Director Louis C. Grassi 1c
Mgmt ForForForElect Director Sam S. Han 1d
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Flushing Financial Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify BDO USA, LLP as Auditor 4
HENSOLDT AG
Meeting Date: 05/18/2021
Record Date: 04/26/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D3R14P109
Ticker: HAG
Shares Voted: 13,100
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 0.13 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify KPMG AG as Auditors for Fiscal Year 2021
5
Mgmt ForForForApprove Remuneration Policy 6
Mgmt ForForForApprove Remuneration of Supervisory Board 7
JPMorgan Chase & Co.
Meeting Date: 05/18/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 46625H100
Ticker: JPM
Shares Voted: 5,099,973
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Linda B. Bammann Mgmt For For For
Mgmt ForForForElect Director Stephen B. Burke 1b
Mgmt ForForForElect Director Todd A. Combs 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
JPMorgan Chase & Co.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director James S. Crown 1d
Mgmt ForForForElect Director James Dimon 1e
Mgmt ForForForElect Director Timothy P. Flynn 1f
Mgmt ForForForElect Director Mellody Hobson 1g
Mgmt ForForForElect Director Michael A. Neal 1h
Mgmt ForForForElect Director Phebe N. Novakovic 1i
Mgmt ForForForElect Director Virginia M. Rometty 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
5
SH AgainstAgainstAgainstReport on Racial Equity Audit 6
SH ForForAgainstRequire Independent Board Chair 7
SH AgainstAgainstAgainstReport on Congruency Political Analysis and Electioneering Expenditures
8
Knight-Swift Transportation Holdings Inc.
Meeting Date: 05/18/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 499049104
Ticker: KNX
Shares Voted: 10,980
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Gary Knight Mgmt For For For
Mgmt WithholdWithholdForElect Director Kathryn Munro 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
SH ForForAgainstReduce Supermajority Vote Requirement 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Preferred Bank
Meeting Date: 05/18/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 740367404
Ticker: PFBC
Shares Voted: 211,614
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director William C.Y. Cheng Mgmt For For For
Mgmt ForForForElect Director Chih-Wei Wu 1.2
Mgmt ForForForElect Director Shirley Wang 1.3
Mgmt ForForForElect Director Wayne Wu 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearThree YearsAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForAuthorize Share Repurchase Program 4
Mgmt ForForForRatify Crowe LLP as Auditors 5
Royal Dutch Shell Plc
Meeting Date: 05/18/2021
Record Date: 05/14/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G7690A100
Ticker: RDSA
Shares Voted: 396,495
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proposals Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForElect Jane Lute as Director 3
Mgmt ForForForRe-elect Ben van Beurden as Director 4
Mgmt ForForForRe-elect Dick Boer as Director 5
Mgmt ForForForRe-elect Neil Carson as Director 6
Mgmt ForForForRe-elect Ann Godbehere as Director 7
Mgmt ForForForRe-elect Euleen Goh as Director 8
Mgmt ForForForRe-elect Catherine Hughes as Director 9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Royal Dutch Shell Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Martina Hund-Mejean as Director 10
Mgmt ForForForRe-elect Sir Andrew Mackenzie as Director 11
Mgmt ForForForElect Abraham Schot as Director 12
Mgmt ForForForRe-elect Jessica Uhl as Director 13
Mgmt ForForForRe-elect Gerrit Zalm as Director 14
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 15
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
16
Mgmt ForForForAuthorise Issue of Equity 17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 19
Mgmt ForForForApprove the Shell Energy Transition Strategy 20
MgmtShareholder Proposal
SH AgainstAgainstAgainstRequest Shell to Set and Publish Targets for Greenhouse Gas (GHG) Emissions
21
Royal Dutch Shell Plc
Meeting Date: 05/18/2021
Record Date: 04/06/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G80827101
Ticker: RDSA
Shares Voted: 163,739
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtManagement Proposals
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForElect Jane Lute as Director 3
Mgmt ForForForRe-elect Ben van Beurden as Director 4
Mgmt ForForForRe-elect Dick Boer as Director 5
Mgmt ForForForRe-elect Neil Carson as Director 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Royal Dutch Shell Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Ann Godbehere as Director 7
Mgmt ForForForRe-elect Euleen Goh as Director 8
Mgmt ForForForRe-elect Catherine Hughes as Director 9
Mgmt ForForForRe-elect Martina Hund-Mejean as Director 10
Mgmt ForForForRe-elect Sir Andrew Mackenzie as Director 11
Mgmt ForForForElect Abraham Schot as Director 12
Mgmt ForForForRe-elect Jessica Uhl as Director 13
Mgmt ForForForRe-elect Gerrit Zalm as Director 14
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 15
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
16
Mgmt ForForForAuthorise Issue of Equity 17
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 19
Mgmt ForForForApprove the Shell Energy Transition Strategy 20
MgmtShareholder Proposal
SH AgainstAgainstAgainstRequest Shell to Set and Publish Targets for Greenhouse Gas (GHG) Emissions
21
Sealed Air Corporation
Meeting Date: 05/18/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 81211K100
Ticker: SEE
Shares Voted: 75
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Zubaid Ahmad Mgmt For For For
Mgmt ForForForElect Director Francoise Colpron 1b
Mgmt ForForForElect Director Edward L. Doheny, II 1c
Mgmt ForForForElect Director Michael P. Doss 1d
Mgmt ForForForElect Director Henry R. Keizer 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sealed Air Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Harry A. Lawton, III 1f
Mgmt ForForForElect Director Neil Lustig 1g
Mgmt ForForForElect Director Suzanne B. Rowland 1h
Mgmt ForForForElect Director Jerry R. Whitaker 1i
Mgmt ForForForAmend Omnibus Stock Plan 2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Signify NV
Meeting Date: 05/18/2021
Record Date: 04/20/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N8063K107
Ticker: LIGHT
Shares Voted: 317,965
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtPresentation by CEO 1
Mgmt ForForForApprove Remuneration Report 2
MgmtReceive Explanation on Company's Reserves and Dividend Policy
3
Mgmt ForForForAdopt Financial Statements 4
Mgmt ForForForApprove Extraordinary Dividends of EUR 1.35 Per Share
5.a
Mgmt ForForForApprove Dividends of EUR 1.40 Per Share 5.b
Mgmt ForForForApprove Discharge of Management Board 6.a
Mgmt ForForForApprove Discharge of Supervisory Board 6.b
Mgmt ForForForReelect Gerard van de Aast to Supervisory Board
7
Mgmt ForForForGrant Board Authority to Issue Shares Up to 10 Percent of Issued Capital
8.a
Mgmt AgainstAgainstForAuthorize Board to Exclude Preemptive Rights from Share Issuances
8.b
Mgmt ForForForAuthorize Repurchase of Shares 9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Signify NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Cancellation of Repurchased Shares 10
MgmtOther Business (Non-Voting) 11
Sykes Enterprises, Incorporated
Meeting Date: 05/18/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 871237103
Ticker: SYKE
Shares Voted: 848,916
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jeanne Beliveau-Dunn Mgmt For For For
Mgmt ForForForElect Director Vanessa C.L. Chang 1.2
Mgmt ForForForElect Director Charles E. Sykes 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Americold Realty Trust
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03064D108
Ticker: COLD
Shares Voted: 143,169
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Fred W. Boehler Mgmt For For For
Mgmt AgainstAgainstForElect Director George J. Alburger, Jr. 1b
Mgmt ForForForElect Director Kelly H. Barrett 1c
Mgmt AgainstAgainstForElect Director Antonio F. Fernandez 1d
Mgmt ForForForElect Director James R. Heistand 1e
Mgmt ForForForElect Director David J. Neithercut 1f
Mgmt AgainstAgainstForElect Director Mark R. Patterson 1g
Mgmt ForForForElect Director Andrew P. Power 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Americold Realty Trust
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Callaway Golf Company
Meeting Date: 05/19/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 131193104
Ticker: ELY
Shares Voted: 458,771
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Oliver G. (Chip) Brewer, III Mgmt For For For
Mgmt ForForForElect Director Erik J Anderson 1.2
Mgmt ForForForElect Director Samuel H. Armacost 1.3
Mgmt ForForForElect Director Scott H. Baxter 1.4
Mgmt ForForForElect Director Thomas G. Dundon 1.5
Mgmt ForForForElect Director Laura J. Flanagan 1.6
Mgmt ForForForElect Director Russell L. Fleischer 1.7
Mgmt ForForForElect Director John F. Lundgren 1.8
Mgmt ForForForElect Director Scott M. Marimow 1.9
Mgmt ForForForElect Director Adebayo O. Ogunlesi 1.10
Mgmt ForForForElect Director Linda B. Segre 1.11
Mgmt ForForForElect Director Anthony S. Thornley 1.12
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForIncrease Authorized Common Stock 4
Carter's, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 146229109
Ticker: CRI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Carter's, Inc.
Shares Voted: 6,155
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Hali Borenstein Mgmt For Against Against
Mgmt ForForForElect Director Giuseppina Buonfantino 1b
Mgmt ForForForElect Director Michael D. Casey 1c
Mgmt AgainstAgainstForElect Director A. Bruce Cleverly 1d
Mgmt AgainstAgainstForElect Director Jevin S. Eagle 1e
Mgmt ForForForElect Director Mark P. Hipp 1f
Mgmt ForForForElect Director William J. Montgoris 1g
Mgmt AgainstAgainstForElect Director David Pulver 1h
Mgmt ForForForElect Director Gretchen W. Schar 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Covenant Logistics Group, Inc.
Meeting Date: 05/19/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 22284P105
Ticker: CVLG
Shares Voted: 1,590
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David R. Parker Mgmt For For For
Mgmt ForForForElect Director Robert E. Bosworth 1.2
Mgmt ForForForElect Director D. Michael Kramer 1.3
Mgmt WithholdWithholdForElect Director Bradley A. Moline 1.4
Mgmt ForForForElect Director Rachel Parker-Hatchett 1.5
Mgmt WithholdWithholdForElect Director Herbert J. Schmidt 1.6
Mgmt ForForForElect Director W. Miller Welborn 1.7
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fidelity National Information Services, Inc.
Meeting Date: 05/19/2021
Record Date: 03/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 31620M106
Ticker: FIS
Shares Voted: 1,515,451
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ellen R. Alemany Mgmt For For For
Mgmt ForForForElect Director Jeffrey A. Goldstein 1b
Mgmt AgainstAgainstForElect Director Lisa A. Hook 1c
Mgmt ForForForElect Director Keith W. Hughes 1d
Mgmt ForForForElect Director Gary L. Lauer 1e
Mgmt ForForForElect Director Gary A. Norcross 1f
Mgmt ForForForElect Director Louise M. Parent 1g
Mgmt ForForForElect Director Brian T. Shea 1h
Mgmt ForForForElect Director James B. Stallings, Jr. 1i
Mgmt ForForForElect Director Jeffrey E. Stiefler 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Fiserv, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 337738108
Ticker: FISV
Shares Voted: 27
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Frank J. Bisignano Mgmt For For For
Mgmt ForForForElect Director Alison Davis 1.2
Mgmt ForForForElect Director Henrique de Castro 1.3
Mgmt ForForForElect Director Harry F. DiSimone 1.4
Mgmt ForForForElect Director Dennis F. Lynch 1.5
Mgmt ForForForElect Director Heidi G. Miller 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fiserv, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Scott C. Nuttall 1.7
Mgmt ForForForElect Director Denis J. O'Leary 1.8
Mgmt ForForForElect Director Doyle R. Simons 1.9
Mgmt ForForForElect Director Kevin M. Warren 1.10
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Foot Locker, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 344849104
Ticker: FL
Shares Voted: 2,064,767
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Alan D. Feldman Mgmt For For For
Mgmt ForForForElect Director Richard A. Johnson 1b
Mgmt ForForForElect Director Guillermo G. Marmol 1c
Mgmt ForForForElect Director Matthew M. McKenna 1d
Mgmt ForForForElect Director Darlene Nicosia 1e
Mgmt ForForForElect Director Steven Oakland 1f
Mgmt ForForForElect Director Ulice Payne, Jr. 1g
Mgmt ForForForElect Director Kimberly Underhill 1h
Mgmt ForForForElect Director Tristan Walker 1i
Mgmt ForForForElect Director Dona D. Young 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditor 3
Forward Air Corporation
Meeting Date: 05/19/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 349853101
Ticker: FWRD
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Forward Air Corporation
Shares Voted: 5,880
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ronald W. Allen Mgmt For For For
Mgmt ForForForElect Director Ana B. Amicarella 1.2
Mgmt ForForForElect Director Valerie A. Bonebrake 1.3
Mgmt ForForForElect Director C. Robert Campbell 1.4
Mgmt ForForForElect Director R. Craig Carlock 1.5
Mgmt ForForForElect Director G. Michael Lynch 1.6
Mgmt ForForForElect Director George S. Mayes, Jr. 1.7
Mgmt ForForForElect Director Chitra Nayak 1.8
Mgmt ForForForElect Director Scott M. Niswonger 1.9
Mgmt ForForForElect Director Javier Polit 1.10
Mgmt ForForForElect Director Richard H. Roberts 1.11
Mgmt ForForForElect Director Thomas Schmitt 1.12
Mgmt ForForForElect Director Laurie A. Tucker 1.13
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Fossil Group, Inc.
Meeting Date: 05/19/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 34988V106
Ticker: FOSL
Shares Voted: 24,003
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark R. Belgya Mgmt For For For
Mgmt ForForForElect Director William B. Chiasson 1.2
Mgmt ForForForElect Director Kim Harris Jones 1.3
Mgmt ForForForElect Director Kosta N. Kartsotis 1.4
Mgmt ForForForElect Director Kevin Mansell 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fossil Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Diane L. Neal 1.6
Mgmt ForForForElect Director Marc R. Y. Rey 1.7
Mgmt ForForForElect Director Gail B. Tifford 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Halliburton Company
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 406216101
Ticker: HAL
Shares Voted: 1,545,518
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Abdulaziz F. Al Khayyal Mgmt For For For
Mgmt ForForForElect Director William E. Albrecht 1b
Mgmt ForForForElect Director M. Katherine Banks 1c
Mgmt ForForForElect Director Alan M. Bennett 1d
Mgmt ForForForElect Director Milton Carroll 1e
Mgmt ForForForElect Director Murry S. Gerber 1f
Mgmt ForForForElect Director Patricia Hemingway Hall 1g
Mgmt ForForForElect Director Robert A. Malone 1h
Mgmt ForForForElect Director Jeffrey A. Miller 1i
Mgmt ForForForElect Director Bhavesh V. (Bob) Patel 1j
Mgmt ForForForRatify KPMG LLP as Auditor 2
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Insight Enterprises, Inc.
Meeting Date: 05/19/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45765U103
Ticker: NSIT
Shares Voted: 687,853
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Richard E. Allen Mgmt For For For
Mgmt ForForForElect Director Bruce W. Armstrong 1.2
Mgmt ForForForElect Director Linda M. Breard 1.3
Mgmt ForForForElect Director Timothy A. Crown 1.4
Mgmt ForForForElect Director Catherine Courage 1.5
Mgmt ForForForElect Director Anthony A. Ibarguen 1.6
Mgmt ForForForElect Director Kenneth T. Lamneck 1.7
Mgmt ForForForElect Director Kathleen S. Pushor 1.8
Mgmt ForForForElect Director Girish Rishi 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
ITT Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45073V108
Ticker: ITT
Shares Voted: 590,860
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Orlando D. Ashford Mgmt For For For
Mgmt ForForForElect Director Geraud Darnis 1b
Mgmt ForForForElect Director Donald DeFosset, Jr. 1c
Mgmt ForForForElect Director Nicholas C. Fanandakis 1d
Mgmt ForForForElect Director Richard P. Lavin 1e
MgmtElect Director Mario Longhi *Withdrawn Resolution*
1f
Mgmt ForForForElect Director Rebecca A. McDonald 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ITT Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Timothy H. Powers 1h
Mgmt ForForForElect Director Luca Savi 1i
Mgmt ForForForElect Director Cheryl L. Shavers 1j
Mgmt ForForForElect Director Sabrina Soussan 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
KBR, Inc.
Meeting Date: 05/19/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 48242W106
Ticker: KBR
Shares Voted: 54,295
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mark E. Baldwin Mgmt For For For
Mgmt ForForForElect Director Stuart J. B. Bradie 1b
Mgmt ForForForElect Director Lynn A. Dugle 1c
Mgmt ForForForElect Director Lester L. Lyles 1d
Mgmt ForForForElect Director Wendy M. Masiello 1e
Mgmt ForForForElect Director Jack B. Moore 1f
Mgmt ForForForElect Director Ann D. Pickard 1g
Mgmt ForForForElect Director Umberto della Sala 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Minerals Technologies Inc.
Meeting Date: 05/19/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 603158106
Ticker: MTX
Shares Voted: 160,062
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John J. Carmola Mgmt For For For
Mgmt ForForForElect Director Robert L. Clark, Jr. 1b
Mgmt ForForForElect Director Marc E. Robinson 1c
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mondelez International, Inc.
Meeting Date: 05/19/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 609207105
Ticker: MDLZ
Shares Voted: 7,866
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Lewis W.K. Booth Mgmt For For For
Mgmt ForForForElect Director Charles E. Bunch 1b
Mgmt ForForForElect Director Lois D. Juliber 1c
Mgmt ForForForElect Director Peter W. May 1d
Mgmt ForForForElect Director Jorge S. Mesquita 1e
Mgmt ForForForElect Director Jane Hamilton Nielsen 1f
Mgmt ForForForElect Director Fredric G. Reynolds 1g
Mgmt ForForForElect Director Christiana S. Shi 1h
Mgmt ForForForElect Director Patrick T. Siewert 1i
Mgmt ForForForElect Director Michael A. Todman 1j
Mgmt ForForForElect Director Jean-Francois M. L. van Boxmeer
1k
Mgmt ForForForElect Director Dirk Van de Put 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Mondelez International, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH AgainstAgainstAgainstConsider Pay Disparity Between Executives and Other Employees
4
Northrop Grumman Corporation
Meeting Date: 05/19/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 666807102
Ticker: NOC
Shares Voted: 231,237
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kathy J. Warden Mgmt For For For
Mgmt ForForForElect Director David P. Abney 1.2
Mgmt ForForForElect Director Marianne C. Brown 1.3
Mgmt ForForForElect Director Donald E. Felsinger 1.4
Mgmt ForForForElect Director Ann M. Fudge 1.5
Mgmt ForForForElect Director William H. Hernandez 1.6
Mgmt ForForForElect Director Madeleine A. Kleiner 1.7
Mgmt ForForForElect Director Karl J. Krapek 1.8
Mgmt ForForForElect Director Gary Roughead 1.9
Mgmt ForForForElect Director Thomas M. Schoewe 1.10
Mgmt ForForForElect Director James S. Turley 1.11
Mgmt ForForForElect Director Mark A. Welsh, III 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstReferAgainstReport on Human Rights Impact Assessment 4
SH ForForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Pinnacle West Capital Corporation
Meeting Date: 05/19/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 723484101
Ticker: PNW
Shares Voted: 91,144
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Glynis A. Bryan Mgmt For For For
Mgmt ForForForElect Director Denis A. Cortese 1.2
Mgmt ForForForElect Director Richard P. Fox 1.3
Mgmt ForForForElect Director Jeffrey B. Guldner 1.4
Mgmt ForForForElect Director Dale E. Klein 1.5
Mgmt ForForForElect Director Kathryn L. Munro 1.6
Mgmt ForForForElect Director Bruce J. Nordstrom 1.7
Mgmt ForForForElect Director Paula J. Sims 1.8
Mgmt ForForForElect Director William H. Spence 1.9
Mgmt ForForForElect Director James E. Trevathan, Jr. 1.10
Mgmt ForForForElect Director David P. Wagener 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
RBB Bancorp
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74930B105
Ticker: RBB
Shares Voted: 6,132
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Peter M. Chang Mgmt For Withhold Withhold
Mgmt ForForForElect Director Wendell Chen 1.2
Mgmt ForForForElect Director Christina Kao 1.3
Mgmt WithholdWithholdForElect Director James W. Kao 1.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
RBB Bancorp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt WithholdWithholdForElect Director Chie-Min (Christopher) Koo 1.5
Mgmt ForForForElect Director Alfonso Lau 1.6
Mgmt WithholdWithholdForElect Director Chuang-I (Christopher) Lin 1.7
Mgmt ForForForElect Director Feng (Richard) Lin 1.8
Mgmt ForForForElect Director Ko-Yen Lin 1.9
Mgmt ForForForElect Director Paul Lin 1.10
Mgmt ForForForElect Director Fui Ming (Catherine) Thian 1.11
Mgmt ForForForElect Director Yee Phong (Alan) Thian 1.12
Mgmt ForForForElect Director Raymond H. Yu 1.13
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Eide Bailly LLP as Auditors 3
Reinsurance Group of America, Incorporated
Meeting Date: 05/19/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 759351604
Ticker: RGA
Shares Voted: 256,891
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Pina Albo Mgmt For For For
Mgmt ForForForElect Director Christine R. Detrick 1b
Mgmt ForForForElect Director J. Cliff Eason 1c
Mgmt ForForForElect Director John J. Gauthier 1d
Mgmt ForForForElect Director Patricia L. Guinn 1e
Mgmt ForForForElect Director Anna Manning 1f
Mgmt ForForForElect Director Hazel M. McNeilage 1g
Mgmt ForForForElect Director Stephen O'Hearn 1h
Mgmt ForForForElect Director Frederick J. Sievert 1i
Mgmt ForForForElect Director Shundrawn Thomas 1j
Mgmt ForForForElect Director Stanley B. Tulin 1k
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Reinsurance Group of America, Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Steven C. Van Wyk 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForAmend Non-Employee Director Omnibus Stock Plan
4
Mgmt ForForForAmend Non-Employee Director Stock Awards in Lieu of Cash
5
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 6
Robert Half International Inc.
Meeting Date: 05/19/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 770323103
Ticker: RHI
Shares Voted: 634,398
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Julia L. Coronado Mgmt For For For
Mgmt ForForForElect Director Dirk A. Kempthorne 1b
Mgmt ForForForElect Director Harold M. Messmer, Jr. 1c
Mgmt ForForForElect Director Marc H. Morial 1d
Mgmt ForForForElect Director Barbara J. Novogradac 1e
Mgmt ForForForElect Director Robert J. Pace 1f
Mgmt ForForForElect Director Frederick A. Richman 1g
Mgmt ForForForElect Director M. Keith Waddell 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
Ross Stores, Inc.
Meeting Date: 05/19/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 778296103
Ticker: ROST
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ross Stores, Inc.
Shares Voted: 253,976
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director K. Gunnar Bjorklund Mgmt For For For
Mgmt ForForForElect Director Michael J. Bush 1b
Mgmt ForForForElect Director Sharon D. Garrett 1c
Mgmt ForForForElect Director Michael J. Hartshorn 1d
Mgmt ForForForElect Director Stephen D. Milligan 1e
Mgmt ForForForElect Director Patricia H. Mueller 1f
Mgmt ForForForElect Director George P. Orban 1g
Mgmt ForForForElect Director Gregory L. Quesnel 1h
Mgmt ForForForElect Director Larree M. Renda 1i
Mgmt ForForForElect Director Barbara Rentler 1j
Mgmt ForForForElect Director Doniel N. Sutton 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SHAdopt Share Retention Policy For Senior Executives *Withdrawn Resolution*
4
Sampo Oyj
Meeting Date: 05/19/2021
Record Date: 05/06/2021
Country: Finland
Meeting Type: Annual
Primary Security ID: X75653109
Ticker: SAMPO
Shares Voted: 100,275
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting Mgmt
MgmtCall the Meeting to Order 2
MgmtDesignate Inspector or Shareholder Representative(s) of Minutes of Meeting
3
MgmtAcknowledge Proper Convening of Meeting 4
MgmtPrepare and Approve List of Shareholders 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sampo Oyj
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtReceive Financial Statements and Statutory Reports; Receive Board's Report; Receive Auditor's Report
6
Mgmt ForForForAccept Financial Statements and Statutory Reports
7
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.70 Per Share
8
Mgmt ForForForApprove Discharge of Board and President 9
Mgmt AgainstAgainstForApprove Remuneration Report (Advisory Vote)
10
Mgmt ForForForApprove Remuneration of Directors in the Amount of EUR 184,000 for Chairman and EUR 95,000 for Other Directors; Approve Remuneration for Committee Work
11
Mgmt ForForForFix Number of Directors at Eight 12
Mgmt ForForForReelect Christian Clausen, Fiona Clutterbuck, Georg Ehrnrooth, Jannica Fagerholm, Johanna Lamminen, Risto Murto and Bjorn Wahlroos as Directors; Elect Markus Rauramo as New Director
13
Mgmt ForForForApprove Remuneration of Auditors 14
Mgmt ForForForRatify Deloitte as Auditors 15
Mgmt ForForForAuthorize Share Repurchase Program 16
MgmtClose Meeting 17
Southwest Airlines Co.
Meeting Date: 05/19/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 844741108
Ticker: LUV
Shares Voted: 400,144
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director David W. Biegler Mgmt For For For
Mgmt ForForForElect Director J. Veronica Biggins 1b
Mgmt ForForForElect Director Douglas H. Brooks 1c
Mgmt ForForForElect Director William H. Cunningham 1d
Mgmt ForForForElect Director John G. Denison 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Southwest Airlines Co.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Thomas W. Gilligan 1f
Mgmt ForForForElect Director Gary C. Kelly 1g
Mgmt ForForForElect Director Grace D. Lieblein 1h
Mgmt ForForForElect Director Nancy B. Loeffler 1i
Mgmt ForForForElect Director John T. Montford 1j
Mgmt ForForForElect Director Ron Ricks 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditor 3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH ForForAgainstAdopt Majority Vote Cast to Remove Directors With or Without Cause
5
Spirit Realty Capital, Inc.
Meeting Date: 05/19/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 84860W300
Ticker: SRC
Shares Voted: 330,075
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jackson Hsieh Mgmt For For For
Mgmt ForForForElect Director Kevin M. Charlton 1.2
Mgmt ForForForElect Director Todd A. Dunn 1.3
Mgmt ForForForElect Director Elizabeth F. Frank 1.4
Mgmt ForForForElect Director Michelle M. Frymire 1.5
Mgmt ForForForElect Director Kristian M. Gathright 1.6
Mgmt ForForForElect Director Richard I. Gilchrist 1.7
Mgmt ForForForElect Director Diana M. Laing 1.8
Mgmt ForForForElect Director Nicholas P. Shepherd 1.9
Mgmt ForForForElect Director Thomas J. Sullivan 1.10
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Spirit Realty Capital, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SS&C Technologies Holdings, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78467J100
Ticker: SSNC
Shares Voted: 2,639,808
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Director Jonathan E. Michael Mgmt For Withhold Withhold
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
State Street Corporation
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 857477103
Ticker: STT
Shares Voted: 220,898
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Patrick de Saint-Aignan Mgmt For For For
Mgmt ForForForElect Director Marie A. Chandoha 1b
Mgmt ForForForElect Director Amelia C. Fawcett 1c
Mgmt ForForForElect Director William C. Freda 1d
Mgmt ForForForElect Director Sara Mathew 1e
Mgmt ForForForElect Director William L. Meaney 1f
Mgmt ForForForElect Director Ronald P. O'Hanley 1g
Mgmt ForForForElect Director Sean O'Sullivan 1h
Mgmt ForForForElect Director Julio A. Portalatin 1i
Mgmt ForForForElect Director John B. Rhea 1j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
State Street Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Richard P. Sergel 1k
Mgmt ForAgainstForElect Director Gregory L. Summe 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH AgainstReferAgainstReport on Racial Equity Audit 4
Steel Dynamics, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 858119100
Ticker: STLD
Shares Voted: 2,965,106
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark D. Millett Mgmt For For For
Mgmt ForForForElect Director Sheree L. Bargabos 1.2
Mgmt ForForForElect Director Keith E. Busse 1.3
Mgmt ForForForElect Director Frank D. Byrne 1.4
Mgmt ForForForElect Director Kenneth W. Cornew 1.5
Mgmt ForForForElect Director Traci M. Dolan 1.6
Mgmt ForForForElect Director James C. Marcuccilli 1.7
Mgmt ForForForElect Director Bradley S. Seaman 1.8
Mgmt ForForForElect Director Gabriel L. Shaheen 1.9
Mgmt ForForForElect Director Steven A. Sonnenberg 1.10
Mgmt ForForForElect Director Richard P. Teets, Jr. 1.11
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
The Hartford Financial Services Group, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 416515104
Ticker: HIG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Hartford Financial Services Group, Inc.
Shares Voted: 153
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Robert B. Allardice, III Mgmt For For For
Mgmt ForForForElect Director Larry D. De Shon 1b
Mgmt ForForForElect Director Carlos Dominguez 1c
Mgmt ForForForElect Director Trevor Fetter 1d
Mgmt ForForForElect Director Donna James 1e
Mgmt ForForForElect Director Kathryn A. Mikells 1f
Mgmt ForForForElect Director Michael G. Morris 1g
Mgmt ForForForElect Director Teresa W. Roseborough 1h
Mgmt ForForForElect Director Virginia P. Ruesterholz 1i
Mgmt ForForForElect Director Christopher J. Swift 1j
Mgmt ForForForElect Director Matthew E. Winter 1k
Mgmt ForForForElect Director Greig Woodring 1l
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Tutor Perini Corporation
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 901109108
Ticker: TPC
Shares Voted: 30,942
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ronald N. Tutor Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Peter Arkley 1.2
Mgmt WithholdWithholdForElect Director Sidney J. Feltenstein 1.3
Mgmt WithholdWithholdForElect Director James A. Frost 1.4
Mgmt WithholdWithholdForElect Director Michael F. Horodniceanu 1.5
Mgmt WithholdWithholdForElect Director Michael R. Klein 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tutor Perini Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt WithholdWithholdForElect Director Robert C. Lieber 1.7
Mgmt WithholdWithholdForElect Director Dennis D. Oklak 1.8
Mgmt WithholdWithholdForElect Director Raymond R. Oneglia 1.9
Mgmt WithholdWithholdForElect Director Dale Anne Reiss 1.10
Mgmt WithholdWithholdForElect Director Dickran M. Tevrizian, Jr. 1.11
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Universal Health Services, Inc.
Meeting Date: 05/19/2021
Record Date: 03/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 913903100
Ticker: UHS
Shares Voted: 400,634
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for Class B and D Common Stock Holders
Mgmt
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Velocity Financial, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 92262D101
Ticker: VEL
Shares Voted: 13,297
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Michael W. Chiao Mgmt For For For
Mgmt ForForForElect Director Dorika M. Beckett 1b
Mgmt ForForForElect Director Christopher D. Farrar 1c
Mgmt ForForForElect Director Alan H. Mantel 1d
Mgmt ForForForElect Director John P. Pitstick 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Velocity Financial, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director John A. Pless 1f
Mgmt ForForForElect Director Joy L. Schaefer 1g
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Xcel Energy Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98389B100
Ticker: XEL
Shares Voted: 1,649
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Lynn Casey Mgmt For For For
Mgmt ForForForElect Director Ben Fowke 1b
Mgmt ForForForElect Director Robert Frenzel 1c
Mgmt ForForForElect Director Netha Johnson 1d
Mgmt ForForForElect Director Patricia Kampling 1e
Mgmt ForForForElect Director George Kehl 1f
Mgmt ForForForElect Director Richard O'Brien 1g
Mgmt ForForForElect Director Charles Pardee 1h
Mgmt ForForForElect Director Christopher Policinski 1i
Mgmt ForForForElect Director James Prokopanko 1j
Mgmt ForForForElect Director David Westerlund 1k
Mgmt ForForForElect Director Kim Williams 1l
Mgmt ForForForElect Director Timothy Wolf 1m
Mgmt ForForForElect Director Daniel Yohannes 1n
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Xcel Energy Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstAgainstAgainstReport on Costs and Benefits of Climate-Related Activities
4
Altria Group, Inc.
Meeting Date: 05/20/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 02209S103
Ticker: MO
Shares Voted: 323,865
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John T. Casteen, III Mgmt For For For
Mgmt ForForForElect Director Dinyar S. Devitre 1b
Mgmt ForForForElect Director William F. Gifford, Jr. 1c
Mgmt ForForForElect Director Debra J. Kelly-Ennis 1d
Mgmt ForForForElect Director W. Leo Kiely, III 1e
Mgmt ForForForElect Director Kathryn B. McQuade 1f
Mgmt ForForForElect Director George Munoz 1g
Mgmt ForForForElect Director Mark E. Newman 1h
Mgmt ForForForElect Director Nabil Y. Sakkab 1i
Mgmt ForForForElect Director Virginia E. Shanks 1j
Mgmt ForForForElect Director Ellen R. Strahlman 1k
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForReferAgainstReport on Underage Tobacco Prevention Policies and Marketing Practices
4
SH ForReferAgainstReport on Lobbying Payments and Policy 5
Boston Properties, Inc.
Meeting Date: 05/20/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 101121101
Ticker: BXP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Boston Properties, Inc.
Shares Voted: 5
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Joel I. Klein Mgmt For For For
Mgmt ForForForElect Director Kelly A. Ayotte 1b
Mgmt ForForForElect Director Bruce W. Duncan 1c
Mgmt ForForForElect Director Karen E. Dykstra 1d
Mgmt ForForForElect Director Carol B. Einiger 1e
Mgmt ForForForElect Director Diane J. Hoskins 1f
Mgmt ForForForElect Director Douglas T. Linde 1g
Mgmt ForForForElect Director Matthew J. Lustig 1h
Mgmt ForForForElect Director Owen D. Thomas 1i
Mgmt ForForForElect Director David A. Twardock 1j
Mgmt ForForForElect Director William H. Walton, III 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Capgemini SE
Meeting Date: 05/20/2021
Record Date: 05/18/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F4973Q101
Ticker: CAP
Shares Voted: 141,978
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.95 per Share
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Capgemini SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions
4
Mgmt ForForForApprove Compensation of Paul Hermelin, Chairman and CEO Until 20 May 2020
5
Mgmt ForForForApprove Compensation of Aiman Ezzat, Vice-CEO Until 20 May 2020
6
Mgmt ForForForApprove Compensation of Paul Hermelin, Chairman of the Board Since 20 May 2020
7
Mgmt ForForForApprove Compensation of Aiman Ezzat, CEO Since 20 May 2020
8
Mgmt ForForForApprove Compensation of Corporate Officers 9
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board
10
Mgmt ForForForApprove Remuneration Policy of CEO 11
Mgmt ForForForApprove Remuneration Policy of Directors 12
Mgmt ForForForReelect Patrick Pouyanne as Director 13
Mgmt ForForForElect Tanja Rueckert as Director 14
Mgmt ForForForElect Kurt Sievers as Director 15
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
16
MgmtExtraordinary Business
Mgmt ForForForAmend Articles 12 of Bylaws to Comply with Legal Changes
17
Mgmt ForForForAuthorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Executive Officers
18
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
19
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
20
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
21
China Yongda Automobiles Services Holdings Limited
Meeting Date: 05/20/2021
Record Date: 05/13/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G2162W102
Ticker: 3669
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
China Yongda Automobiles Services Holdings Limited
Shares Voted: 2,099,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForElect Cai Yingjie as Director 3
Mgmt ForForForElect Wang Zhigao as Director 4
Mgmt ForForForElect Wang Liqun as Director 5
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
6
Mgmt ForForForApprove Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration
7
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
8A
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 8B
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 8C
Chubb Limited
Meeting Date: 05/20/2021
Record Date: 03/26/2021
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H1467J104
Ticker: CB
Shares Voted: 2,249,174
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForAllocate Disposable Profit 2.1
Mgmt ForForForApprove Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount
2.2
Mgmt ForForForApprove Discharge of Board of Directors 3
Mgmt ForForForRatify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor
4.1
Mgmt ForForForRatify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm
4.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Chubb Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify BDO AG (Zurich) as Special Audit Firm 4.3
Mgmt ForForForElect Director Evan G. Greenberg 5.1
Mgmt ForForForElect Director Michael P. Connors 5.2
Mgmt ForForForElect Director Michael G. Atieh 5.3
Mgmt ForForForElect Director Sheila P. Burke 5.4
Mgmt ForForForElect Director Mary Cirillo 5.5
Mgmt ForForForElect Director Robert J. Hugin 5.6
Mgmt ForForForElect Director Robert W. Scully 5.7
Mgmt ForForForElect Director Eugene B. Shanks, Jr. 5.8
Mgmt ForForForElect Director Theodore E. Shasta 5.9
Mgmt ForForForElect Director David H. Sidwell 5.10
Mgmt ForForForElect Director Olivier Steimer 5.11
Mgmt ForForForElect Director Luis Tellez 5.12
Mgmt ForForForElect Director Frances F. Townsend 5.13
Mgmt AgainstAgainstForElect Evan G. Greenberg as Board Chairman 6
Mgmt ForForForElect Michael P. Connors as Member of the Compensation Committee
7.1
Mgmt ForForForElect Mary Cirillo as Member of the Compensation Committee
7.2
Mgmt ForForForElect Frances F. Townsend as Member of the Compensation Committee
7.3
Mgmt ForForForDesignate Homburger AG as Independent Proxy
8
Mgmt ForForForAmend Omnibus Stock Plan 9
Mgmt ForForForApprove CHF 86,557,222.50 Reduction in Share Capital via Cancellation in Nominal Value of CHF 24.15 each
10
Mgmt ForForForApprove the Maximum Aggregate Remuneration of Directors
11.1
Mgmt ForForForApprove Remuneration of Executive Management in the Amount of USD 48 Million for Fiscal 2022
11.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
12
Mgmt AgainstAgainstForTransact Other Business (Voting) 13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
DTE Energy Company
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 233331107
Ticker: DTE
Shares Voted: 225,633
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Gerard M. Anderson Mgmt For For For
Mgmt ForForForElect Director David A. Brandon 1.2
Mgmt ForForForElect Director Charles G. McClure, Jr. 1.3
Mgmt ForForForElect Director Gail J. McGovern 1.4
Mgmt ForForForElect Director Mark A. Murray 1.5
Mgmt ForForForElect Director Gerardo Norcia 1.6
Mgmt ForForForElect Director Ruth G. Shaw 1.7
Mgmt ForForForElect Director Robert C. Skaggs, Jr. 1.8
Mgmt ForForForElect Director David A. Thomas 1.9
Mgmt ForForForElect Director Gary H. Torgow 1.10
Mgmt ForForForElect Director James H. Vandenberghe 1.11
Mgmt ForForForElect Director Valerie M. Williams 1.12
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
SH ForReferAgainstReport on Political Contributions 5
SH AgainstAgainstAgainstReport on Costs and Benefits of Environmental Related Expenditures
6
Enel SpA
Meeting Date: 05/20/2021
Record Date: 05/11/2021
Country: Italy
Meeting Type: Annual
Primary Security ID: T3679P115
Ticker: ENEL
Shares Voted: 473,043
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Enel SpA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Allocation of Income 2
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance of Repurchased Shares
3
Mgmt ForForForApprove Long-Term Incentive Plan 4
Mgmt ForForForApprove Remuneration Policy 5.1
Mgmt ForForForApprove Second Section of the Remuneration Report
5.2
Mgmt AgainstAgainstNoneDeliberations on Possible Legal Action Against Directors if Presented by Shareholders
A
Euronav NV
Meeting Date: 05/20/2021
Record Date: 05/06/2021
Country: Belgium
Meeting Type: Annual/Special
Primary Security ID: B38564108
Ticker: EURN
Shares Voted: 33,662
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
This is a Duplicate Meeting for Ballots Received via Broadridge Distribution System
Mgmt
MgmtAnnual Meeting Agenda
MgmtReceive Directors' and Auditors' Reports (Non-Voting)
1
Mgmt AgainstAgainstForApprove Remuneration Policy 2
Mgmt ForForForApprove Remuneration Report 3
Mgmt ForForForAdopt Financial Statements 4
Mgmt ForForForApprove Allocation of Income and Dividends 5
Mgmt ForForForApprove Discharge of Supervisory Board 6.1
Mgmt ForForForApprove Discharge of Auditors 6.2
Mgmt ForForForReelect Carl Trowell as Independent Member of the Supervisory Board
7.1
Mgmt ForForForReelect Anita Odedra as Independent Member of the Supervisory Board
7.2
Mgmt ForForForApprove Remuneration of Members of the Supervisory Board
8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Euronav NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Auditors' Remuneration 9
Mgmt ForForForApprove Change-of-Control Clause Re: Credit Agreements
10
Mgmt ForForForAuthorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry
11
MgmtTransact Other Business 12
MgmtSpecial Meeting Agenda
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
1
Mgmt ForForForAuthorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry
2
Gentex Corporation
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 371901109
Ticker: GNTX
Shares Voted: 1,354,548
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Leslie Brown Mgmt For For For
Mgmt ForForForElect Director Steve Downing 1.2
Mgmt ForForForElect Director Gary Goode 1.3
Mgmt ForForForElect Director James Hollars 1.4
Mgmt ForForForElect Director Richard Schaum 1.5
Mgmt ForForForElect Director Kathleen Starkoff 1.6
Mgmt ForForForElect Director Brian Walker 1.7
Mgmt ForForForElect Director James Wallace 1.8
Mgmt ForForForElect Director Ling Zang 1.9
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hanger, Inc.
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 41043F208
Ticker: HNGR
Shares Voted: 51,281
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Vinit K. Asar Mgmt For For For
Mgmt ForForForElect Director Asif Ahmad 1.2
Mgmt ForForForElect Director Christopher B. Begley 1.3
Mgmt ForForForElect Director John T. Fox 1.4
Mgmt ForForForElect Director Thomas C. Freyman 1.5
Mgmt ForForForElect Director Stephen E. Hare 1.6
Mgmt ForForForElect Director Mark M. Jones 1.7
Mgmt ForForForElect Director Cynthia L. Lucchese 1.8
Mgmt ForForForElect Director Richard R. Pettingill 1.9
Mgmt ForForForElect Director Kathryn M. Sullivan 1.10
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Harley-Davidson, Inc.
Meeting Date: 05/20/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 412822108
Ticker: HOG
Shares Voted: 5,437,835
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Troy Alstead Mgmt For For For
Mgmt ForForForElect Director R. John Anderson 1.2
Mgmt ForForForElect Director Michael J. Cave 1.3
Mgmt ForForForElect Director James D. Farley, Jr. 1.4
Mgmt ForForForElect Director Allan Golston 1.5
Mgmt ForForForElect Director Sara L. Levinson 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Harley-Davidson, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director N. Thomas Linebarger 1.7
Mgmt ForForForElect Director Maryrose T. Sylvester 1.8
Mgmt ForForForElect Director Jochen Zeitz 1.9
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Hasbro, Inc.
Meeting Date: 05/20/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 418056107
Ticker: HAS
Shares Voted: 296,326
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kenneth A. Bronfin Mgmt For For For
Mgmt ForForForElect Director Michael R. Burns 1.2
Mgmt ForForForElect Director Hope F. Cochran 1.3
Mgmt ForForForElect Director Lisa Gersh 1.4
Mgmt ForForForElect Director Brian D. Goldner 1.5
Mgmt ForForForElect Director Tracy A. Leinbach 1.6
Mgmt ForForForElect Director Edward M. Philip 1.7
Mgmt ForForForElect Director Laurel J. Richie 1.8
Mgmt ForForForElect Director Richard S. Stoddart 1.9
Mgmt ForForForElect Director Mary Beth West 1.10
Mgmt ForForForElect Director Linda K. Zecher 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditor 3
Hope Bancorp, Inc.
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 43940T109
Ticker: HOPE
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hope Bancorp, Inc.
Shares Voted: 6,513
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kevin S. Kim Mgmt For For For
Mgmt WithholdWithholdForElect Director Scott Yoon-Suk Whang 1.2
Mgmt ForForForElect Director Steven S. Koh 1.3
Mgmt WithholdWithholdForElect Director Donald D. Byun 1.4
Mgmt WithholdWithholdForElect Director Jinho Doo 1.5
Mgmt ForForForElect Director Daisy Y. Ha 1.6
Mgmt WithholdWithholdForElect Director Joon Kyung Kim 1.7
Mgmt ForForForElect Director William J. Lewis 1.8
Mgmt ForForForElect Director David P. Malone 1.9
Mgmt WithholdWithholdForElect Director Dale S. Zuehls 1.10
Mgmt ForForForRatify Crowe LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Kansas City Southern
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 485170302
Ticker: KSU
Shares Voted: 147,450
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For For
Mgmt ForForForElect Director Lu M. Cordova 1.2
Mgmt ForForForElect Director Robert J. Druten 1.3
Mgmt ForForForElect Director Antonio O. Garza, Jr. 1.4
Mgmt ForForForElect Director David Garza-Santos 1.5
Mgmt ForForForElect Director Janet H. Kennedy 1.6
Mgmt ForForForElect Director Mitchell J. Krebs 1.7
Mgmt ForForForElect Director Henry J. Maier 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kansas City Southern
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Thomas A. McDonnell 1.9
Mgmt ForForForElect Director Patrick J. Ottensmeyer 1.10
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Kilroy Realty Corporation
Meeting Date: 05/20/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 49427F108
Ticker: KRC
Shares Voted: 348,340
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John Kilroy Mgmt For For For
Mgmt AgainstAgainstForElect Director Edward Brennan 1b
Mgmt AgainstAgainstForElect Director Jolie Hunt 1c
Mgmt AgainstAgainstForElect Director Scott Ingraham 1d
Mgmt ForForForElect Director Louisa Ritter 1e
Mgmt AgainstAgainstForElect Director Gary Stevenson 1f
Mgmt AgainstAgainstForElect Director Peter Stoneberg 1g
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Bylaws to Remove Independent Committee Approval Requirement Separately Governed by Related Party Transactions Policy
3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Lamar Advertising Company
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 512816109
Ticker: LAMR
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Lamar Advertising Company
Shares Voted: 190,505
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Nancy Fletcher Mgmt For For For
Mgmt ForForForElect Director John E. Koerner, III 1.2
Mgmt ForForForElect Director Marshall A. Loeb 1.3
Mgmt ForForForElect Director Stephen P. Mumblow 1.4
Mgmt ForForForElect Director Thomas V. Reifenheiser 1.5
Mgmt ForForForElect Director Anna Reilly 1.6
Mgmt ForForForElect Director Kevin P. Reilly, Jr. 1.7
Mgmt ForForForElect Director Wendell Reilly 1.8
Mgmt ForForForElect Director Elizabeth Thompson 1.9
Mgmt ForForForRatify KPMG LLP as Auditors 2
LCI Industries
Meeting Date: 05/20/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 50189K103
Ticker: LCII
Shares Voted: 265,074
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James F. Gero Mgmt For For For
Mgmt ForForForElect Director Frank J. Crespo 1b
Mgmt ForForForElect Director Brendan J. Deely 1c
Mgmt ForForForElect Director Ronald J. Fenech 1d
Mgmt ForForForElect Director Tracy D. Graham 1e
Mgmt ForForForElect Director Virginia L. Henkels 1f
Mgmt ForForForElect Director Jason D. Lippert 1g
Mgmt ForForForElect Director Stephanie K. Mains 1h
Mgmt ForForForElect Director Kieran M. O'Sullivan 1i
Mgmt ForForForElect Director David A. Reed 1j
Mgmt ForForForElect Director John A. Sirpilla 1k
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
LCI Industries
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Lear Corporation
Meeting Date: 05/20/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 521865204
Ticker: LEA
Shares Voted: 680,468
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mei-Wei Cheng Mgmt For For For
Mgmt ForForForElect Director Jonathan F. Foster 1b
Mgmt ForForForElect Director Bradley M. Halverson 1c
Mgmt ForForForElect Director Mary Lou Jepsen 1d
Mgmt ForForForElect Director Roger A. Krone 1e
Mgmt ForForForElect Director Patricia L. Lewis 1f
Mgmt ForForForElect Director Kathleen A. Ligocki 1g
Mgmt ForForForElect Director Conrad L. Mallett, Jr. 1h
Mgmt ForForForElect Director Raymond E. Scott 1i
Mgmt ForForForElect Director Gregory C. Smith 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Marsh & McLennan Companies, Inc.
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 571748102
Ticker: MMC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Marsh & McLennan Companies, Inc.
Shares Voted: 932
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Anthony K. Anderson Mgmt For For For
Mgmt ForForForElect Director Oscar Fanjul 1b
Mgmt ForForForElect Director Daniel S. Glaser 1c
Mgmt ForForForElect Director H. Edward Hanway 1d
Mgmt ForForForElect Director Deborah C. Hopkins 1e
Mgmt ForForForElect Director Tamara Ingram 1f
Mgmt ForForForElect Director Jane H. Lute 1g
Mgmt ForForForElect Director Steven A. Mills 1h
Mgmt ForForForElect Director Bruce P. Nolop 1i
Mgmt ForForForElect Director Marc D. Oken 1j
Mgmt ForForForElect Director Morton O. Schapiro 1k
Mgmt ForForForElect Director Lloyd M. Yates 1l
Mgmt ForForForElect Director R. David Yost 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 3
MasTec, Inc.
Meeting Date: 05/20/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 576323109
Ticker: MTZ
Shares Voted: 578,807
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jose R. Mas Mgmt For For For
Mgmt WithholdWithholdForElect Director Javier Palomarez 1.2
Mgmt ForForForRatify BDO USA, LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Merchants Bancorp
Meeting Date: 05/20/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 58844R108
Ticker: MBIN
Shares Voted: 5,452
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael F. Petrie Mgmt For For For
Mgmt ForForForElect Director Randall D. Rogers 1.2
Mgmt ForForForElect Director Michael J. Dunlap 1.3
Mgmt ForForForElect Director Scott A. Evans 1.4
Mgmt WithholdWithholdForElect Director Sue Anne Gilroy 1.5
Mgmt WithholdWithholdForElect Director Andrew A. Juster 1.6
Mgmt WithholdWithholdForElect Director Patrick D. O'Brien 1.7
Mgmt WithholdWithholdForElect Director Anne E. Sellers 1.8
Mgmt WithholdWithholdForElect Director David N. Shane 1.9
Mgmt ForForForRatify BKD, LLP as Auditors 2
Mohawk Industries, Inc.
Meeting Date: 05/20/2021
Record Date: 03/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 608190104
Ticker: MHK
Shares Voted: 1,441,090
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bruce C. Bruckmann Mgmt For For For
Mgmt AgainstAgainstForElect Director John M. Engquist 1.2
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Morgan Stanley
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 617446448
Ticker: MS
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Morgan Stanley
Shares Voted: 13,605
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Elizabeth Corley Mgmt For For For
Mgmt ForForForElect Director Alistair Darling 1b
Mgmt ForForForElect Director Thomas H. Glocer 1c
Mgmt ForForForElect Director James P. Gorman 1d
Mgmt ForForForElect Director Robert H. Herz 1e
Mgmt ForForForElect Director Nobuyuki Hirano 1f
Mgmt ForForForElect Director Hironori Kamezawa 1g
Mgmt ForForForElect Director Shelley B. Leibowitz 1h
Mgmt ForForForElect Director Stephen J. Luczo 1i
Mgmt ForForForElect Director Jami Miscik 1j
Mgmt ForForForElect Director Dennis M. Nally 1k
Mgmt ForForForElect Director Mary L. Schapiro 1l
Mgmt ForForForElect Director Perry M. Traquina 1m
Mgmt ForForForElect Director Rayford Wilkins, Jr. 1n
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Navient Corporation
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 63938C108
Ticker: NAVI
Shares Voted: 3,245,071
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Frederick Arnold Mgmt For For For
Mgmt ForForForElect Director Anna Escobedo Cabral 1b
Mgmt ForForForElect Director Larry A. Klane 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Navient Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Katherine A. Lehman 1d
Mgmt ForForForElect Director Linda A. Mills 1e
Mgmt ForForForElect Director John (Jack) F. Remondi 1f
Mgmt ForForForElect Director Jane J. Thompson 1g
Mgmt ForForForElect Director Laura S. Unger 1h
Mgmt ForForForElect Director David L. Yowan 1i
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Nelnet, Inc.
Meeting Date: 05/20/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 64031N108
Ticker: NNI
Shares Voted: 139,718
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Michael S. Dunlap Mgmt For For For
Mgmt ForForForElect Director Preeta D. Bansal 1b
Mgmt ForForForElect Director JoAnn M. Martin 1c
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Norwegian Cruise Line Holdings Ltd.
Meeting Date: 05/20/2021
Record Date: 03/02/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G66721104
Ticker: NCLH
Shares Voted: 440,950
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Adam M. Aron Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Norwegian Cruise Line Holdings Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Stella David 1b
Mgmt ForForForElect Director Mary E. Landry 1c
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForIncrease Authorized Common Stock 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
5
ON Semiconductor Corporation
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 682189105
Ticker: ON
Shares Voted: 432,751
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Atsushi Abe Mgmt For For For
Mgmt ForForForElect Director Alan Campbell 1b
Mgmt ForForForElect Director Susan K. Carter 1c
Mgmt ForForForElect Director Thomas L. Deitrich 1d
Mgmt ForForForElect Director Gilles Delfassy 1e
Mgmt ForForForElect Director Hassane S. El-Khoury 1f
Mgmt ForForForElect Director Bruce E. Kiddoo 1g
Mgmt ForForForElect Director Paul A. Mascarenas 1h
Mgmt ForForForElect Director Gregory L. Waters 1i
Mgmt ForForForElect Director Christine Y. Yan 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
4
Mgmt ForForForAmend Omnibus Stock Plan 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Orion Group Holdings Inc.
Meeting Date: 05/20/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 68628V308
Ticker: ORN
Shares Voted: 117,003
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Michael J. Caliel Mgmt For For For
Mgmt ForForForElect Director Richard L. Daerr, Jr. 1b
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditor 3
PG&E Corporation
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 69331C108
Ticker: PCG
Shares Voted: 1,697,304
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cheryl F. Campbell Mgmt For For For
Mgmt ForForForElect Director Kerry W. Cooper 1b
Mgmt ForForForElect Director Arno L. Harris 1c
Mgmt ForForForElect Director Michael R. Niggli 1d
Mgmt ForForForElect Director Oluwadara (Dara) J. Treseder 1e
Mgmt ForForForElect Director Benjamin F. Wilson 1f
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
R1 RCM Inc.
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 749397105
Ticker: RCM
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
R1 RCM Inc.
Shares Voted: 678,775
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael C. Feiner Mgmt For Withhold Withhold
Mgmt ForForForElect Director Joseph Flanagan 1.2
Mgmt ForForForElect Director John B. Henneman, III 1.3
Mgmt ForForForElect Director Alex J. Mandl 1.4
Mgmt WithholdWithholdForElect Director Neal Moszkowski 1.5
Mgmt WithholdWithholdForElect Director Ian Sacks 1.6
Mgmt ForForForElect Director Jill Smith 1.7
Mgmt ForForForElect Director Anthony J. Speranzo 1.8
Mgmt ForForForElect Director Anthony R. Tersigni 1.9
Mgmt ForForForElect Director Albert (Bert) R. Zimmerli 1.10
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Mgmt ForForForElect Director David M. Dill 5a
Synchrony Financial
Meeting Date: 05/20/2021
Record Date: 03/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 87165B103
Ticker: SYF
Shares Voted: 1,079,872
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Margaret M. Keane Mgmt For For For
Mgmt ForForForElect Director Fernando Aguirre 1b
Mgmt ForForForElect Director Paget L. Alves 1c
Mgmt ForForForElect Director Arthur W. Coviello, Jr. 1d
Mgmt ForForForElect Director Brian D. Doubles 1e
Mgmt ForForForElect Director William W. Graylin 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Synchrony Financial
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Roy A. Guthrie 1g
Mgmt ForForForElect Director Jeffrey G. Naylor 1h
Mgmt ForForForElect Director P.W. "Bill" Parker 1i
Mgmt ForForForElect Director Laurel J. Richie 1j
Mgmt ForForForElect Director Olympia J. Snowe 1k
Mgmt ForForForElect Director Ellen M. Zane 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Tencent Holdings Limited
Meeting Date: 05/20/2021
Record Date: 05/13/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G87572163
Ticker: 700
Shares Voted: 5,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt AgainstAgainstForElect Yang Siu Shun as Director 3a
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
3b
Mgmt ForForForApprove PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration
4
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tencent Holdings Limited
Meeting Date: 05/20/2021
Record Date: 05/13/2021
Country: Cayman Islands
Meeting Type: Special
Primary Security ID: G87572163
Ticker: 700
Shares Voted: 5,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Adopt Share Option Plan of China Literature Limited
Mgmt For Against Against
The Mosaic Company
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 61945C103
Ticker: MOS
Shares Voted: 2,090,006
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cheryl K. Beebe Mgmt For For For
Mgmt ForForForElect Director Oscar P. Bernardes 1b
Mgmt ForForForElect Director Gregory L. Ebel 1c
Mgmt ForForForElect Director Timothy S. Gitzel 1d
Mgmt ForForForElect Director Denise C. Johnson 1e
Mgmt ForForForElect Director Emery N. Koenig 1f
Mgmt ForForForElect Director James 'Joc' C. O'Rourke 1g
Mgmt ForForForElect Director David T. Seaton 1h
Mgmt ForForForElect Director Steven M. Seibert 1i
Mgmt ForForForElect Director Luciano Siani Pires 1j
Mgmt ForForForElect Director Gretchen H. Watkins 1k
Mgmt ForForForElect Director Kelvin R. Westbrook 1l
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Travelers Companies, Inc.
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89417E109
Ticker: TRV
Shares Voted: 331,513
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Alan L. Beller Mgmt For For For
Mgmt ForForForElect Director Janet M. Dolan 1b
Mgmt ForForForElect Director Patricia L. Higgins 1c
Mgmt ForForForElect Director William J. Kane 1d
Mgmt ForForForElect Director Thomas B. Leonardi 1e
Mgmt ForForForElect Director Clarence Otis, Jr. 1f
Mgmt ForForForElect Director Elizabeth E. Robinson 1g
Mgmt ForForForElect Director Philip T. (Pete) Ruegger, III 1h
Mgmt ForForForElect Director Todd C. Schermerhorn 1i
Mgmt ForForForElect Director Alan D. Schnitzer 1j
Mgmt ForForForElect Director Laurie J. Thomsen 1k
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Ultra Clean Holdings, Inc.
Meeting Date: 05/20/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 90385V107
Ticker: UCTT
Shares Voted: 665,375
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Clarence L. Granger Mgmt For For For
Mgmt ForForForElect Director James P. Scholhamer 1b
Mgmt ForForForElect Director David T. ibnAle 1c
Mgmt ForForForElect Director Emily M. Liggett 1d
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ultra Clean Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Thomas T. Edman 1e
Mgmt ForForForElect Director Barbara V. Scherer 1f
Mgmt ForForForElect Director Ernest E. Maddock 1g
Mgmt ForForForElect Director Jacqueline A. Seto 1h
Mgmt ForForForRatify Moss Adams LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
US Foods Holding Corp.
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 912008109
Ticker: USFD
Shares Voted: 417,958
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cheryl A. Bachelder Mgmt For For For
Mgmt ForForForElect Director Court D. Carruthers 1b
Mgmt ForForForElect Director John A. Lederer 1c
Mgmt ForForForElect Director Carl Andrew Pforzheimer 1d
Mgmt ForForForElect Director David M. Tehle 1e
Mgmt ForForForElect Director Ann E. Ziegler 1f
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Xerox Holdings Corporation
Meeting Date: 05/20/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98421M106
Ticker: XRX
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Xerox Holdings Corporation
Shares Voted: 900,650
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Keith Cozza Mgmt For For For
Mgmt ForForForElect Director Joseph J. Echevarria 1.2
Mgmt ForForForElect Director Cheryl Gordon Krongard 1.3
Mgmt ForForForElect Director Scott Letier 1.4
Mgmt ForForForElect Director Nichelle Maynard-Elliott 1.5
Mgmt ForForForElect Director Steven D. Miller 1.6
Mgmt ForForForElect Director James L. Nelson 1.7
Mgmt ForForForElect Director Margarita Palau-Hernandez 1.8
Mgmt ForForForElect Director Giovanni 'John' Visentin 1.9
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Non-Employee Director Omnibus Stock Plan
4
SH ForForAgainstProvide Right to Act by Written Consent 5
Mgmt ForForForElect Director Aris Kekedjian 6
Compagnie Generale des Etablissements Michelin SCA
Meeting Date: 05/21/2021
Record Date: 05/19/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F61824144
Ticker: ML
Shares Voted: 41,338
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 2.30 per Share
2
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Compagnie Generale des Etablissements Michelin SCA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentionning the Absence of New Transactions
4
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
5
Mgmt ForForForApprove Remuneration Policy of General Managers
6
Mgmt ForForForApprove Remuneration Policy of Supervisory Board Members
7
Mgmt ForForForApprove Compensation Report of Corporate Officers
8
Mgmt ForForForApprove Compensation of Florent Menegaux, General Manager
9
Mgmt ForForForApprove Compensation of Yves Chapo, Manager
10
Mgmt ForForForApprove Compensation of Michel Rollier, Chairman of Supervisory Board
11
Mgmt ForForForRatify Appointment of Jean-Michel Severino as Supervisory Board Member
12
Mgmt ForForForElect Wolf-Henning Scheider as Supervisory Board Member
13
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
14
Mgmt ForForForAmend Article 30 of Bylaws Re: Financial Rights of General Partners
15
Mgmt ForForForAmend Article 12 of Bylaws Re: Manager Remuneration
16
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
17
Honeywell International Inc.
Meeting Date: 05/21/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 438516106
Ticker: HON
Shares Voted: 17
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Darius Adamczyk Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Honeywell International Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Duncan B. Angove 1B
Mgmt ForForForElect Director William S. Ayer 1C
Mgmt ForForForElect Director Kevin Burke 1D
Mgmt ForForForElect Director D. Scott Davis 1E
Mgmt ForForForElect Director Deborah Flint 1F
Mgmt ForForForElect Director Judd Gregg 1G
Mgmt ForForForElect Director Grace D. Lieblein 1H
Mgmt ForForForElect Director Raymond T. Odierno 1I
Mgmt ForForForElect Director George Paz 1J
Mgmt ForForForElect Director Robin L. Washington 1K
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 3
SH ForForAgainstProvide Right to Act by Written Consent 4
Quest Diagnostics Incorporated
Meeting Date: 05/21/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74834L100
Ticker: DGX
Shares Voted: 24
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Vicky B. Gregg Mgmt For For For
Mgmt ForForForElect Director Wright L. Lassiter, III 1.2
Mgmt ForForForElect Director Timothy L. Main 1.3
Mgmt ForForForElect Director Denise M. Morrison 1.4
Mgmt ForForForElect Director Gary M. Pfeiffer 1.5
Mgmt ForForForElect Director Timothy M. Ring 1.6
Mgmt ForForForElect Director Stephen H. Rusckowski 1.7
Mgmt ForForForElect Director Helen I. Torley 1.8
Mgmt ForForForElect Director Gail R. Wilensky 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Quest Diagnostics Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForForAgainstProvide Right to Act by Written Consent 4
Standard Motor Products, Inc.
Meeting Date: 05/21/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 853666105
Ticker: SMP
Shares Voted: 218,717
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John P. Gethin Mgmt For For For
Mgmt WithholdWithholdForElect Director Pamela Forbes Lieberman 1.2
Mgmt WithholdWithholdForElect Director Patrick S. McClymont 1.3
Mgmt WithholdWithholdForElect Director Joseph W. McDonnell 1.4
Mgmt WithholdWithholdForElect Director Alisa C. Norris 1.5
Mgmt ForForForElect Director Eric P. Sills 1.6
Mgmt ForForForElect Director Lawrence I. Sills 1.7
Mgmt WithholdWithholdForElect Director William H. Turner 1.8
Mgmt WithholdWithholdForElect Director Richard S. Ward 1.9
Mgmt ForForForAmend Omnibus Stock Plan 2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
World Fuel Services Corporation
Meeting Date: 05/21/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 981475106
Ticker: INT
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
World Fuel Services Corporation
Shares Voted: 2,063,485
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael J. Kasbar Mgmt For For For
Mgmt WithholdWithholdForElect Director Ken Bakshi 1.2
Mgmt WithholdWithholdForElect Director Jorge L. Benitez 1.3
Mgmt ForForForElect Director Sharda Cherwoo 1.4
Mgmt WithholdWithholdForElect Director Richard A. Kassar 1.5
Mgmt WithholdWithholdForElect Director John L. Manley 1.6
Mgmt WithholdWithholdForElect Director Stephen K. Roddenberry 1.7
Mgmt ForForForElect Director Paul H. Stebbins 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Hub Group, Inc.
Meeting Date: 05/24/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 443320106
Ticker: HUBG
Shares Voted: 212,215
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David P. Yeager Mgmt For For For
Mgmt ForForForElect Director Mary H. Boosalis 1.2
Mgmt ForForForElect Director James C. Kenny 1.3
Mgmt ForForForElect Director Peter B. McNitt 1.4
Mgmt ForForForElect Director Charles R. Reaves 1.5
Mgmt ForForForElect Director Martin P. Slark 1.6
Mgmt ForForForElect Director Jonathan P. Ward 1.7
Mgmt ForForForElect Director Jenell R. Ross 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hub Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Insperity, Inc.
Meeting Date: 05/24/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45778Q107
Ticker: NSP
Shares Voted: 8,926
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Carol R. Kaufman Mgmt For For For
Mgmt ForForForElect Director John L. Lumelleau 1.2
Mgmt ForForForElect Director Paul J. Sarvadi 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Ares Commercial Real Estate Corporation
Meeting Date: 05/25/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 04013V108
Ticker: ACRE
Shares Voted: 638,218
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Rand S. April Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Michael J Arougheti 1.2
Mgmt ForForForElect Director James E. Skinner 1.3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BankUnited, Inc.
Meeting Date: 05/25/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 06652K103
Ticker: BKU
Shares Voted: 854,450
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Rajinder P. Singh Mgmt For For For
Mgmt ForForForElect Director Tere Blanca 1.2
Mgmt ForForForElect Director John N. DiGiacomo 1.3
Mgmt ForForForElect Director Michael J. Dowling 1.4
Mgmt ForForForElect Director Douglas J. Pauls 1.5
Mgmt ForForForElect Director A. Gail Prudenti 1.6
Mgmt ForForForElect Director William S. Rubenstein 1.7
Mgmt ForForForElect Director Sanjiv Sobti 1.8
Mgmt ForForForElect Director Lynne Wines 1.9
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Envista Holdings Corporation
Meeting Date: 05/25/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29415F104
Ticker: NVST
Shares Voted: 1,374,837
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Wendy Carruthers Mgmt For For For
Mgmt ForForForElect Director Scott Huennekens 1.2
Mgmt ForForForElect Director Christine Tsingos 1.3
Mgmt ForForForDeclassify the Board of Directors 2a
Mgmt ForForForEliminate Supermajority Vote Requirements 2b
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
First Foundation Inc.
Meeting Date: 05/25/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 32026V104
Ticker: FFWM
Shares Voted: 12,739
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Max Briggs Mgmt For Withhold Withhold
Mgmt ForForForElect Director John Hakopian 1.2
Mgmt ForForForElect Director Scott F. Kavanaugh 1.3
Mgmt ForForForElect Director Ulrich E. Keller, Jr. 1.4
Mgmt ForForForElect Director David Lake 1.5
Mgmt WithholdWithholdForElect Director Elizabeth A. Pagliarini 1.6
Mgmt WithholdWithholdForElect Director Mitchell M. Rosenberg 1.7
Mgmt ForForForElect Director Diane M. Rubin 1.8
Mgmt WithholdWithholdForElect Director Jacob Sonenshine 1.9
Mgmt ForForForRatify Eide Bailly LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Heritage Insurance Holdings, Inc.
Meeting Date: 05/25/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 42727J102
Ticker: HRTG
Shares Voted: 140,350
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ernie Garateix Mgmt For For For
Mgmt ForForForElect Director Richard Widdicombe 1.2
Mgmt WithholdWithholdForElect Director Panagiotis (Pete) Apostolou 1.3
Mgmt ForForForElect Director Irini Barlas 1.4
Mgmt ForForForElect Director Mark Berset 1.5
Mgmt ForForForElect Director Steven Martindale 1.6
Mgmt WithholdWithholdForElect Director Nicholas Pappas 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Heritage Insurance Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Joseph Vattamattam 1.8
Mgmt WithholdWithholdForElect Director Vijay Walvekar 1.9
Mgmt ForForForRatify Plante & Moran, PLLC as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Howmet Aerospace Inc.
Meeting Date: 05/25/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 443201108
Ticker: HWM
Shares Voted: 8,108,085
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director James F. Albaugh Mgmt For For For
Mgmt ForForForElect Director Amy E. Alving 1b
Mgmt ForForForElect Director Sharon R. Barner 1c
Mgmt ForForForElect Director Joseph S. Cantie 1d
Mgmt ForForForElect Director Robert F. Leduc 1e
Mgmt ForForForElect Director David J. Miller 1f
Mgmt ForForForElect Director Jody G. Miller 1g
Mgmt ForForForElect Director Tolga I. Oal 1h
Mgmt ForForForElect Director Nicole W. Piasecki 1i
Mgmt ForForForElect Director John C. Plant 1j
Mgmt ForForForElect Director Ulrich R. Schmidt 1k
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstRequire Independent Board Chair 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Investors Bancorp, Inc.
Meeting Date: 05/25/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 46146L101
Ticker: ISBC
Shares Voted: 1,128,402
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kevin Cummings Mgmt For For For
Mgmt ForForForElect Director John E. Harmon, Sr. 1.2
Mgmt ForForForElect Director Michele N. Siekerka 1.3
Mgmt ForForForElect Director Paul N. Stathoulopoulos 1.4
Mgmt ForForForElect Director Kim Wales 1.5
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Merck & Co., Inc.
Meeting Date: 05/25/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 58933Y105
Ticker: MRK
Shares Voted: 928,501
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Leslie A. Brun Mgmt For For For
Mgmt ForForForElect Director Mary Ellen Coe 1b
Mgmt ForForForElect Director Pamela J. Craig 1c
Mgmt ForForForElect Director Kenneth C. Frazier 1d
Mgmt ForForForElect Director Thomas H. Glocer 1e
Mgmt ForForForElect Director Risa J. Lavizzo-Mourey 1f
Mgmt ForForForElect Director Stephen L. Mayo 1g
Mgmt ForForForElect Director Paul B. Rothman 1h
Mgmt ForForForElect Director Patricia F. Russo 1i
Mgmt ForForForElect Director Christine E. Seidman 1j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Merck & Co., Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Inge G. Thulin 1k
Mgmt ForForForElect Director Kathy J. Warden 1l
Mgmt ForForForElect Director Peter C. Wendell 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH AgainstReferAgainstReport on Access to COVID-19 Products 5
Perficient, Inc.
Meeting Date: 05/25/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 71375U101
Ticker: PRFT
Shares Voted: 12,339
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jeffrey S. Davis Mgmt For For For
Mgmt AgainstAgainstForElect Director Ralph C. Derrickson 1b
Mgmt ForForForElect Director David S. Lundeen 1c
Mgmt AgainstAgainstForElect Director Brian L. Matthews 1d
Mgmt ForForForElect Director Nancy C. Pechloff 1e
Mgmt ForForForElect Director Gary M. Wimberly 1f
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
ProAssurance Corporation
Meeting Date: 05/25/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74267C106
Ticker: PRA
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ProAssurance Corporation
Shares Voted: 1,059,781
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director M. James Gorrie Mgmt For For For
Mgmt ForForForElect Director Ziad R. Haydar 1.2
Mgmt ForForForElect Director Frank A. Spinosa 1.3
Mgmt ForForForElect Director Thomas A. S. Wilson, Jr. 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
The Allstate Corporation
Meeting Date: 05/25/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 020002101
Ticker: ALL
Shares Voted: 500,847
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Donald E. Brown Mgmt For For For
Mgmt ForForForElect Director Kermit R. Crawford 1b
Mgmt ForForForElect Director Michael L. Eskew 1c
Mgmt ForForForElect Director Richard T. Hume 1d
Mgmt ForForForElect Director Margaret M. Keane 1e
Mgmt ForForForElect Director Siddharth N. (Bobby) Mehta 1f
Mgmt ForForForElect Director Jacques P. Perold 1g
Mgmt ForForForElect Director Andrea Redmond 1h
Mgmt ForForForElect Director Gregg M. Sherrill 1i
Mgmt ForForForElect Director Judith A. Sprieser 1j
Mgmt ForForForElect Director Perry M. Traquina 1k
Mgmt ForForForElect Director Thomas J. Wilson 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Allstate Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForAgainstAmend Proxy Access Right 4
Amazon.com, Inc.
Meeting Date: 05/26/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 023135106
Ticker: AMZN
Shares Voted: 81
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jeffrey P. Bezos Mgmt For For For
Mgmt ForForForElect Director Keith B. Alexander 1b
Mgmt ForForForElect Director Jamie S. Gorelick 1c
Mgmt ForForForElect Director Daniel P. Huttenlocher 1d
Mgmt ForForForElect Director Judith A. McGrath 1e
Mgmt ForForForElect Director Indra K. Nooyi 1f
Mgmt ForForForElect Director Jonathan J. Rubinstein 1g
Mgmt ForForForElect Director Thomas O. Ryder 1h
Mgmt ForForForElect Director Patricia Q. Stonesifer 1i
Mgmt ForForForElect Director Wendell P. Weeks 1j
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstReferAgainstReport on Customers' Use of its Surveillance and Computer Vision Products Capabilities or Cloud Products Contribute to Human Rights Violations
4
SH ForForAgainstRequire Independent Board Chair 5
SH ForForAgainstReport on Gender/Racial Pay Gap 6
SH AgainstAgainstAgainstReport on Promotion Data 7
SH AgainstAgainstAgainstReport on the Impacts of Plastic Packaging 8
SH ForReferAgainstOversee and Report on a Civil Rights, Equity, Diversity and Inclusion Audit
9
SH ForForAgainstAdopt a Policy to Include Hourly Employees as Director Candidates
10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Amazon.com, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForReferAgainstReport on Board Oversight of Risks Related to Anti-Competitive Practices
11
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
12
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 13
SH AgainstAgainstAgainstReport on Potential Human Rights Impacts of Customers' Use of Rekognition
14
American Tower Corporation
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03027X100
Ticker: AMT
Shares Voted: 8
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Thomas A. Bartlett Mgmt For For For
Mgmt ForForForElect Director Raymond P. Dolan 1b
Mgmt ForForForElect Director Kenneth R. Frank 1c
Mgmt ForForForElect Director Robert D. Hormats 1d
Mgmt ForForForElect Director Gustavo Lara Cantu 1e
Mgmt ForForForElect Director Grace D. Lieblein 1f
Mgmt ForForForElect Director Craig Macnab 1g
Mgmt ForForForElect Director JoAnn A. Reed 1h
Mgmt ForForForElect Director Pamela D.A. Reeve 1i
Mgmt ForForForElect Director David E. Sharbutt 1j
Mgmt ForForForElect Director Bruce L. Tanner 1k
Mgmt ForForForElect Director Samme L. Thompson 1l
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
SH AgainstAgainstAgainstEstablish a Board Committee on Human Rights
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Angang Steel Company Limited
Meeting Date: 05/26/2021
Record Date: 05/18/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y0132D105
Ticker: 347
Shares Voted: 13,823,842
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForApprove 2020 Report of the Board of Directors
1
Mgmt ForForForApprove 2020 Report of the Supervisory Committee
2
Mgmt ForForForApprove 2020 Annual Report and Its Extracts 3
Mgmt ForForForApprove 2020 Audited Financial Report 4
Mgmt ForForForApprove 2020 Profit Distribution Plan 5
Mgmt ForForForApprove 2020 Remuneration of Directors and Supervisors
6
Mgmt ForForForApprove ShineWing Certified Public Accountants LLP as Auditor and Authorize Board to Fix Their Remuneration
7
Mgmt ForForForApprove Purchase of Liability Insurance for Directors, Supervisors and Senior Management
8
Anthem, Inc.
Meeting Date: 05/26/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 036752103
Ticker: ANTM
Shares Voted: 1,233,503
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Lewis Hay, III Mgmt For For For
Mgmt ForForForElect Director Antonio F. Neri 1.2
Mgmt ForForForElect Director Ramiro G. Peru 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Belden Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 077454106
Ticker: BDC
Shares Voted: 962,979
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David J. Aldrich Mgmt For For For
Mgmt ForForForElect Director Lance C. Balk 1.2
Mgmt ForForForElect Director Steven W. Berglund 1.3
Mgmt WithholdWithholdForElect Director Diane D. Brink 1.4
Mgmt ForForForElect Director Judy L. Brown 1.5
Mgmt ForForForElect Director Nancy Calderon 1.6
Mgmt WithholdWithholdForElect Director Bryan C. Cressey 1.7
Mgmt WithholdWithholdForElect Director Jonathan C. Klein 1.8
Mgmt ForForForElect Director George E. Minnich 1.9
Mgmt ForForForElect Director Roel Vestjens 1.10
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForApprove Qualified Employee Stock Purchase Plan
5
Brigham Minerals, Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 10918L103
Ticker: MNRL
Shares Voted: 5,486
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Jon-Al Duplantier Mgmt For For For
Mgmt AgainstAgainstForElect Director Robert M. Roosa 1b
Mgmt ForForForRatify KPMG LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Chevron Corporation
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 166764100
Ticker: CVX
Shares Voted: 692
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Wanda M. Austin Mgmt For For For
Mgmt ForForForElect Director John B. Frank 1b
Mgmt ForForForElect Director Alice P. Gast 1c
Mgmt ForForForElect Director Enrique Hernandez, Jr. 1d
Mgmt ForForForElect Director Marillyn A. Hewson 1e
Mgmt ForForForElect Director Jon M. Huntsman, Jr. 1f
Mgmt ForForForElect Director Charles W. Moorman, IV 1g
Mgmt ForForForElect Director Dambisa F. Moyo 1h
Mgmt ForForForElect Director Debra Reed-Klages 1i
Mgmt ForForForElect Director Ronald D. Sugar 1j
Mgmt ForForForElect Director D. James Umpleby, III 1k
Mgmt ForForForElect Director Michael K. Wirth 1l
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReduce Scope 3 Emissions 4
SH AgainstReferAgainstReport on Impacts of Net Zero 2050 Scenario 5
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
6
SH ForReferAgainstReport on Lobbying Payments and Policy 7
SH ForForAgainstRequire Independent Board Chair 8
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
9
Coca-Cola Europacific Partners plc
Meeting Date: 05/26/2021
Record Date: 05/24/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G25839104
Ticker: CCEP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Coca-Cola Europacific Partners plc
Shares Voted: 4,466,699
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForApprove Remuneration Report 2
Mgmt ForForForElect Manolo Arroyo as Director 3
Mgmt ForForForElect John Bryant as Director 4
Mgmt ForForForElect Christine Cross as Director 5
Mgmt ForForForElect Brian Smith as Director 6
Mgmt ForForForRe-elect Garry Watts as Director 7
Mgmt ForForForRe-elect Jan Bennink as Director 8
Mgmt ForForForRe-elect Jose Ignacio Comenge as Director 9
Mgmt ForForForRe-elect Damian Gammell as Director 10
Mgmt ForForForRe-elect Nathalie Gaveau as Director 11
Mgmt ForForForRe-elect Alvaro Gomez-Trenor Aguilar as Director
12
Mgmt ForForForRe-elect Thomas Johnson as Director 13
Mgmt AgainstAgainstForRe-elect Dagmar Kollmann as Director 14
Mgmt ForForForRe-elect Alfonso Libano Daurella as Director 15
Mgmt ForForForRe-elect Mark Price as Director 16
Mgmt AgainstAgainstForRe-elect Mario Rotllant Sola as Director 17
Mgmt ForForForRe-elect Dessi Temperley as Director 18
Mgmt ForForForReappoint Ernst & Young LLP as Auditors 19
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
20
Mgmt ForForForAuthorise UK and EU Political Donations and Expenditure
21
Mgmt ForForForAuthorise Issue of Equity 22
Mgmt AgainstAgainstForApprove Waiver of Rule 9 of the Takeover Code
23
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
24
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
25
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Coca-Cola Europacific Partners plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 26
Mgmt ForForForAuthorise Off-Market Purchase of Ordinary Shares
27
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
28
Columbia Banking System, Inc.
Meeting Date: 05/26/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 197236102
Ticker: COLB
Shares Voted: 161
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Craig D. Eerkes Mgmt For For For
Mgmt ForForForElect Director Laura Alvarez Schrag 1b
Mgmt ForForForElect Director Ford Elsaesser 1c
Mgmt ForForForElect Director Mark A. Finkelstein 1d
Mgmt ForForForElect Director Eric S. Forrest 1e
Mgmt ForForForElect Director Thomas M. Hulbert 1f
Mgmt ForForForElect Director Michelle M. Lantow 1g
Mgmt ForForForElect Director Randal L. Lund 1h
Mgmt ForForForElect Director Tracy Mack-Askew 1i
Mgmt ForForForElect Director S. Mae Fujita Numata 1j
Mgmt ForForForElect Director Elizabeth W. Seaton 1k
Mgmt ForForForElect Director Clint E. Stein 1l
Mgmt ForForForElect Director Janine T. Terrano 1m
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CTO Realty Growth, Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 22948Q101
Ticker: CTO
Shares Voted: 2,581
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Laura M. Franklin Mgmt For For For
Mgmt ForForForElect Director John P. Albright 1.2
Mgmt ForForForElect Director George R. Brokaw 1.3
Mgmt WithholdWithholdForElect Director R. Blakeslee Gable 1.4
Mgmt WithholdWithholdForElect Director Christopher W. Haga 1.5
Mgmt WithholdWithholdForElect Director Casey R. Wold 1.6
Mgmt ForForForRatify Grant Thornton LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Exxon Mobil Corporation
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Proxy Contest
Primary Security ID: 30231G102
Ticker: XOM
Shares Voted: 31
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proxy (Blue Proxy Card) Mgmt
Mgmt Do Not Vote
Do Not Vote
ForElect Director Michael J. Angelakis 1.1
Mgmt Do Not Vote
Do Not Vote
ForElect Director Susan K. Avery 1.2
Mgmt Do Not Vote
Do Not Vote
ForElect Director Angela F. Braly 1.3
Mgmt Do Not Vote
Do Not Vote
ForElect Director Ursula M. Burns 1.4
Mgmt Do Not Vote
Do Not Vote
ForElect Director Kenneth C. Frazier 1.5
Mgmt Do Not Vote
Do Not Vote
ForElect Director Joseph L. Hooley 1.6
Mgmt Do Not Vote
Do Not Vote
ForElect Director Steven A. Kandarian 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Exxon Mobil Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
Do Not Vote
ForElect Director Douglas R. Oberhelman 1.8
Mgmt Do Not Vote
Do Not Vote
ForElect Director Samuel J. Palmisano 1.9
Mgmt Do Not Vote
Do Not Vote
ForElect Director Jeffrey W. Ubben 1.10
Mgmt Do Not Vote
Do Not Vote
ForElect Director Darren W. Woods 1.11
Mgmt Do Not Vote
Do Not Vote
ForElect Director Wan Zulkiflee 1.12
Mgmt Do Not Vote
Do Not Vote
ForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt Do Not Vote
Do Not Vote
ForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH Do Not Vote
Do Not Vote
AgainstRequire Independent Board Chair 4
SH Do Not Vote
Do Not Vote
AgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
SH Do Not Vote
Do Not Vote
AgainstIssue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario
6
SH Do Not Vote
Do Not Vote
AgainstReport on Costs and Benefits of Environmental-Related Expenditures
7
SH Do Not Vote
Do Not Vote
AgainstReport on Political Contributions 8
SH Do Not Vote
Do Not Vote
AgainstReport on Lobbying Payments and Policy 9
SH Do Not Vote
Do Not Vote
AgainstReport on Corporate Climate Lobbying Aligned with Paris Agreement
10
MgmtDissident Proxy (White Proxy Card)
SH ForForForElect Director Gregory J. Goff 1.1
SH ForForForElect Director Kaisa Hietala 1.2
SH ForForForElect Director Alexander A. Karsner 1.3
SH WithholdWithholdForElect Director Anders Runevad 1.4
SH ForForForManagement Nominee Michael J. Angelakis 1.5
SH ForForForManagement Nominee Susan K. Avery 1.6
SH ForForForManagement Nominee Angela F. Braly 1.7
SH ForForForManagement Nominee Ursula M. Burns 1.8
SH ForForForManagement Nominee Kenneth C. Frazier 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Exxon Mobil Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForForManagement Nominee Joseph L. Hooley 1.10
SH ForForForManagement Nominee Jeffrey W. Ubben 1.11
SH ForForForManagement Nominee Darren W. Woods 1.12
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAgainstAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForNoneRequire Independent Board Chair 4
SH ForForNoneReduce Ownership Threshold for Shareholders to Call Special Meeting
5
SH AgainstReferNoneIssue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario
6
SH AgainstAgainstNoneReport on Costs and Benefits of Environmental-Related Expenditures
7
SH AgainstAgainstNoneReport on Political Contributions 8
SH ForReferNoneReport on Lobbying Payments and Policy 9
SH AgainstAgainstNoneReport on Corporate Climate Lobbying Aligned with Paris Agreement
10
Facebook, Inc.
Meeting Date: 05/26/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 30303M102
Ticker: FB
Shares Voted: 627,808
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Peggy Alford Mgmt For For For
Mgmt WithholdWithholdForElect Director Marc L. Andreessen 1.2
Mgmt WithholdWithholdForElect Director Andrew W. Houston 1.3
Mgmt ForForForElect Director Nancy Killefer 1.4
Mgmt ForForForElect Director Robert M. Kimmitt 1.5
Mgmt ForForForElect Director Sheryl K. Sandberg 1.6
Mgmt WithholdWithholdForElect Director Peter A. Thiel 1.7
Mgmt ForForForElect Director Tracey T. Travis 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Facebook, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Mark Zuckerberg 1.9
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAmend Non-Employee Director Compensation Policy
3
SH ForForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
4
SH ForForAgainstRequire Independent Board Chair 5
SH ForReferAgainstReport on Online Child Sexual Exploitation 6
SH AgainstReferAgainstRequire Independent Director Nominee with Human and/or Civil Rights Experience
7
SH ForReferAgainstReport on Platform Misuse 8
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
9
First Interstate BancSystem, Inc.
Meeting Date: 05/26/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 32055Y201
Ticker: FIBK
Shares Voted: 5,313
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John M. Heyneman, Jr. Mgmt For Withhold Withhold
Mgmt ForForForElect Director David L. Jahnke 1.2
Mgmt ForForForElect Director Ross E. Leckie 1.3
Mgmt ForForForElect Director Kevin P. Riley 1.4
Mgmt WithholdWithholdForElect Director James R. Scott 1.5
Mgmt ForForForElect Stephen B. Bowman and Joyce A. Phillips as Directors
2
Mgmt ForForForRatify RSM US LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Graphic Packaging Holding Company
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 388689101
Ticker: GPK
Shares Voted: 4,784,367
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Paul D. Carrico Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Philip R. Martens 1.2
Mgmt WithholdWithholdForElect Director Lynn A. Wentworth 1.3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
LTC Properties, Inc.
Meeting Date: 05/26/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 502175102
Ticker: LTC
Shares Voted: 3,686
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cornelia Cheng Mgmt For For For
Mgmt ForForForElect Director Boyd W. Hendrickson 1b
Mgmt ForForForElect Director James J. Pieczynski 1c
Mgmt ForForForElect Director Devra G. Shapiro 1d
Mgmt ForForForElect Director Wendy L. Simpson 1e
Mgmt ForForForElect Director Timothy J. Triche 1f
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Marathon Oil Corporation
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 565849106
Ticker: MRO
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Marathon Oil Corporation
Shares Voted: 2,177,408
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Chadwick C. Deaton Mgmt For For For
Mgmt ForForForElect Director Marcela E. Donadio 1b
Mgmt ForForForElect Director Jason B. Few 1c
Mgmt ForForForElect Director M. Elise Hyland 1d
Mgmt ForForForElect Director Holli C. Ladhani 1e
Mgmt ForForForElect Director Brent J. Smolik 1f
Mgmt ForForForElect Director Lee M. Tillman 1g
Mgmt ForForForElect Director J. Kent Wells 1h
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Medical Properties Trust, Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 58463J304
Ticker: MPW
Shares Voted: 22,435
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Edward K. Aldag, Jr. Mgmt For For For
Mgmt ForForForElect Director G. Steven Dawson 1.2
Mgmt ForForForElect Director R. Steven Hamner 1.3
Mgmt ForForForElect Director Caterina A. Mozingo 1.4
Mgmt ForForForElect Director Elizabeth N. Pitman 1.5
Mgmt ForForForElect Director C. Reynolds Thompson, III 1.6
Mgmt ForForForElect Director D. Paul Sparks, Jr. 1.7
Mgmt ForForForElect Director Michael G. Stewart 1.8
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Medical Properties Trust, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
NXP Semiconductors N.V.
Meeting Date: 05/26/2021
Record Date: 04/28/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N6596X109
Ticker: NXPI
Shares Voted: 1,485,563
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Adopt Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Discharge of Board Members 2
Mgmt ForForForReelect Kurt Sievers as Executive Director 3a
Mgmt ForAgainstForReelect Peter Bonfield as Non-Executive Director
3b
Mgmt ForForForElect Annette Clayton as Non-Executive Director
3c
Mgmt ForForForElect Anthony Foxx as Non-Executive Director 3d
Mgmt AgainstAgainstForReelect Kenneth A. Goldman as Non-Executive Director
3e
Mgmt ForForForReelect Josef Kaeser as Non-Executive Director
3f
Mgmt ForAgainstForReelect Lena Olving as Non-Executive Director 3g
Mgmt ForAgainstForReelect Peter Smitham as Non-Executive Director
3h
Mgmt AgainstAgainstForReelect Julie Southern as Non-Executive Director
3i
Mgmt AgainstAgainstForReelect Jasmin Staiblin as Non-Executive Director
3j
Mgmt ForAgainstForReelect Gregory L. Summe as Non-Executive Director
3k
Mgmt AgainstAgainstForReelect Karl-Henrik Sundström as Non-Executive Director
3l
Mgmt ForForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital
4
Mgmt AgainstAgainstForAuthorize Board to Exclude Preemptive Rights from Share Issuances
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NXP Semiconductors N.V.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Share Repurchase Program 6
Mgmt ForForForApprove Cancellation of Ordinary Shares 7
Mgmt ForForForApprove Remuneration of the Non Executive Members of the Board
8
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
9
PayPal Holdings, Inc.
Meeting Date: 05/26/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 70450Y103
Ticker: PYPL
Shares Voted: 680
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Rodney C. Adkins Mgmt For For For
Mgmt ForForForElect Director Jonathan Christodoro 1b
Mgmt ForForForElect Director John J. Donahoe 1c
Mgmt ForForForElect Director David W. Dorman 1d
Mgmt ForForForElect Director Belinda J. Johnson 1e
Mgmt ForForForElect Director Gail J. McGovern 1f
Mgmt ForForForElect Director Deborah M. Messemer 1g
Mgmt ForForForElect Director David M. Moffett 1h
Mgmt ForForForElect Director Ann M. Sarnoff 1i
Mgmt ForForForElect Director Daniel H. Schulman 1j
Mgmt ForForForElect Director Frank D. Yeary 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstAgainstReport on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PDC Energy, Inc.
Meeting Date: 05/26/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 69327R101
Ticker: PDCE
Shares Voted: 456,231
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Barton R. Brookman Mgmt For For For
Mgmt WithholdWithholdForElect Director Mark E. Ellis 1.2
Mgmt WithholdWithholdForElect Director Paul J. Korus 1.3
Mgmt WithholdWithholdForElect Director David C. Parke 1.4
Mgmt ForForForElect Director Lynn A. Peterson 1.5
Mgmt ForForForElect Director Carlos A. Sabater 1.6
Mgmt ForForForElect Director Diana L. Sands 1.7
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
RE/MAX Holdings, Inc.
Meeting Date: 05/26/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 75524W108
Ticker: RMAX
Shares Voted: 23,960
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Adam M. Contos Mgmt For For For
Mgmt ForForForElect Director Kathleen J. Cunningham 1.2
Mgmt ForForForElect Director Gail A. Liniger 1.3
Mgmt ForForForElect Director Christine M. Riordan 1.4
Mgmt ForForForRatify KPMG LLP as Auditors 2
Scorpio Tankers Inc.
Meeting Date: 05/26/2021
Record Date: 04/06/2021
Country: Marshall Isl
Meeting Type: Annual
Primary Security ID: Y7542C130
Ticker: STNG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Scorpio Tankers Inc.
Shares Voted: 8,917
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert Bugbee Mgmt For For For
Mgmt WithholdWithholdForElect Director Jose Tarruella 1.2
Mgmt WithholdWithholdForElect Director Reidar Brekke 1.3
Mgmt ForForForRatify PricewaterhouseCoopers Audit as Auditors
2
Skechers U.S.A., Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 830566105
Ticker: SKX
Shares Voted: 958,789
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert Greenberg Mgmt For For For
Mgmt WithholdWithholdForElect Director Morton Erlich 1.2
Mgmt WithholdWithholdForElect Director Thomas Walsh 1.3
SpartanNash Company
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 847215100
Ticker: SPTN
Shares Voted: 15,226
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director M. Shan Atkins Mgmt For For For
Mgmt ForForForElect Director Frank M. Gambino 1.2
Mgmt ForForForElect Director Douglas A. Hacker 1.3
Mgmt ForForForElect Director Yvonne R. Jackson 1.4
Mgmt ForForForElect Director Matthew Mannelly 1.5
Mgmt ForForForElect Director Elizabeth A. Nickels 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SpartanNash Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Hawthorne L. Proctor 1.7
Mgmt ForForForElect Director Tony B. Sarsam 1.8
Mgmt ForForForElect Director William R. Voss 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Steven Madden, Ltd.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 556269108
Ticker: SHOO
Shares Voted: 911,340
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Edward R. Rosenfeld Mgmt For For For
Mgmt ForForForElect Director Al Ferrara 1.2
Mgmt ForForForElect Director Mitchell S. Klipper 1.3
Mgmt ForForForElect Director Maria Teresa Kumar 1.4
Mgmt ForForForElect Director Rose Peabody Lynch 1.5
Mgmt ForForForElect Director Peter Migliorini 1.6
Mgmt ForForForElect Director Ravi Sachdev 1.7
Mgmt ForForForElect Director Robert Smith 1.8
Mgmt ForForForElect Director Amelia Newton Varela 1.9
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Stifel Financial Corp.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 860630102
Ticker: SF
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Stifel Financial Corp.
Shares Voted: 30,238
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Adam T. Berlew Mgmt For For For
Mgmt ForForForElect Director Kathleen Brown 1.2
Mgmt ForForForElect Director Michael W. Brown 1.3
Mgmt ForForForElect Director Robert E. Grady 1.4
Mgmt ForForForElect Director Ronald J. Kruszewski 1.5
Mgmt ForForForElect Director Daniel J. Ludeman 1.6
Mgmt ForForForElect Director Maura A. Markus 1.7
Mgmt ForForForElect Director David A. Peacock 1.8
Mgmt ForForForElect Director Thomas W. Weisel 1.9
Mgmt ForForForElect Director Michael J. Zimmerman 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
TTEC Holdings, Inc.
Meeting Date: 05/26/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89854H102
Ticker: TTEC
Shares Voted: 322,152
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kenneth D. Tuchman Mgmt For For For
Mgmt ForForForElect Director Steven J. Anenen 1b
Mgmt ForForForElect Director Tracy L. Bahl 1c
Mgmt ForForForElect Director Gregory A. Conley 1d
Mgmt ForForForElect Director Robert N. Frerichs 1e
Mgmt ForForForElect Director Marc L. Holtzman 1f
Mgmt ForForForElect Director Gina L. Loften 1g
Mgmt AgainstAgainstForElect Director Ekta Singh-Bushell 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TTEC Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Welltower Inc.
Meeting Date: 05/26/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 95040Q104
Ticker: WELL
Shares Voted: 540,584
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kenneth J. Bacon Mgmt For For For
Mgmt ForForForElect Director Karen B. DeSalvo 1b
Mgmt ForForForElect Director Jeffrey H. Donahue 1c
Mgmt ForForForElect Director Philip L. Hawkins 1d
Mgmt ForForForElect Director Dennis G. Lopez 1e
Mgmt ForForForElect Director Shankh Mitra 1f
Mgmt ForForForElect Director Ade J. Patton 1g
Mgmt ForForForElect Director Diana W. Reid 1h
Mgmt ForForForElect Director Sergio D. Rivera 1i
Mgmt ForForForElect Director Johnese M. Spisso 1j
Mgmt ForForForElect Director Kathryn M. Sullivan 1k
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Aalberts NV
Meeting Date: 05/27/2021
Record Date: 04/29/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N00089271
Ticker: AALB
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Aalberts NV
Shares Voted: 139,501
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Annual Report 2
Mgmt AgainstAgainstForApprove Remuneration Report 3.a
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
3.b
MgmtReceive Explanation on Company's Reserves and Dividend Policy
4.a
Mgmt ForForForApprove Dividends of EUR 0.60 Per Share 4.b
Mgmt ForForForApprove Discharge of Management Board 5
Mgmt ForForForApprove Discharge of Supervisory Board 6
Mgmt ForForForElect L. (Lieve) Declercq to Supervisory Board 7
Mgmt ForForForReelect A.R. (Arno) Monincx to Management Board
8
Mgmt ForForForAdopt Revised Remuneration Policy for Management Board
9
Mgmt ForForForGrant Board Authority to Issue Shares Up to 10 Percent of Issued Capital
10
Mgmt AgainstAgainstForAuthorize Board to Exclude Preemptive Rights from Share Issuances
11
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
12
Mgmt ForForForRatify Deloitte Accountants B.V. as Auditors 13
MgmtOther Business (Non-Voting) 14
MgmtClose Meeting 15
Applus Services SA
Meeting Date: 05/27/2021
Record Date: 05/21/2021
Country: Spain
Meeting Type: Annual
Primary Security ID: E0534T106
Ticker: APPS
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Applus Services SA
Shares Voted: 302,027
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Consolidated and Standalone Financial Statements
Mgmt For For For
Mgmt ForForForApprove Non-Financial Information Statement 2
Mgmt ForForForApprove Allocation of Income and Dividends 3
Mgmt ForForForApprove Discharge of Board 4
Mgmt ForForForRenew Appointment of Deloitte as Auditor 5
Mgmt ForForForAmend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format
6.1
Mgmt ForForForAmend Article 25 Re: Director Remuneration 6.2
Mgmt ForForForAmend Article 27 Re: Quorum, Representation and Remote Participation
6.3
Mgmt ForForForAmend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format
7
MgmtReceive Amendments to Board of Directors Regulations
8
Mgmt ForForForReelect Cristina Henriquez de Luna Basagoiti as Director
9
Mgmt ForForForAdvisory Vote on Remuneration Report 10
Mgmt ForForForAuthorize Board to Ratify and Execute Approved Resolutions
11
Caleres, Inc.
Meeting Date: 05/27/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 129500104
Ticker: CAL
Shares Voted: 67,162
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Lisa A. Flavin Mgmt For For For
Mgmt ForForForElect Director Brenda C. Freeman 1.2
Mgmt ForForForElect Director Lori H. Greeley 1.3
Mgmt ForForForRatify Ernst & Young LLP as Auditor 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Caleres, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Del Taco Restaurants, Inc.
Meeting Date: 05/27/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 245496104
Ticker: TACO
Shares Voted: 29,022
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joseph Stein Mgmt For For For
Mgmt ForForForElect Director Valerie L. Insignares 1.2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Designer Brands Inc.
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 250565108
Ticker: DBI
Shares Voted: 8,498
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Peter S. Cobb Mgmt For For For
Mgmt ForForForElect Director Jay L. Schottenstein 1.2
Mgmt ForForForElect Director Roger L. Rawlins 1.3
Mgmt ForForForElect Director Joanne Zaiac 1.4
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
East West Bancorp, Inc.
Meeting Date: 05/27/2021
Record Date: 03/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 27579R104
Ticker: EWBC
Shares Voted: 806,421
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Molly Campbell Mgmt For For For
Mgmt ForForForElect Director Iris S. Chan 1.2
Mgmt ForForForElect Director Archana Deskus 1.3
Mgmt ForForForElect Director Rudolph I. Estrada 1.4
Mgmt ForForForElect Director Paul H. Irving 1.5
Mgmt ForForForElect Director Jack C. Liu 1.6
Mgmt ForForForElect Director Dominic Ng 1.7
Mgmt ForForForElect Director Lester M. Sussman 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Employers Holdings, Inc.
Meeting Date: 05/27/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 292218104
Ticker: EIG
Shares Voted: 308,434
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Katherine H. Antonello Mgmt For For For
Mgmt ForForForElect Director Richard W. Blakey 1.2
Mgmt ForForForElect Director Joao (John) M. de Figueiredo 1.3
Mgmt ForForForElect Director James R. Kroner 1.4
Mgmt ForForForElect Director Michael J. McColgan 1.5
Mgmt ForForForElect Director Michael J. McSally 1.6
Mgmt ForForForElect Director Prasanna G. Dhore 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Employers Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Valerie R. Glenn 1.8
Mgmt ForForForElect Director Barbara A. Higgins 1.9
Mgmt ForForForElect Director Jeanne L. Mockard 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
EVERTEC, Inc.
Meeting Date: 05/27/2021
Record Date: 03/29/2021
Country: Puerto Rico
Meeting Type: Annual
Primary Security ID: 30040P103
Ticker: EVTC
Shares Voted: 1,266,852
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Frank G. D'Angelo Mgmt For For For
Mgmt ForForForElect Director Morgan M. Schuessler, Jr. 1b
Mgmt ForForForElect Director Kelly Barrett 1c
Mgmt ForForForElect Director Olga Botero 1d
Mgmt ForForForElect Director Jorge A. Junquera 1e
Mgmt ForForForElect Director Ivan Pagan 1f
Mgmt ForForForElect Director Aldo J. Polak 1g
Mgmt ForForForElect Director Alan H. Schumacher 1h
Mgmt ForForForElect Director Brian J. Smith 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Flowers Foods, Inc.
Meeting Date: 05/27/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 343498101
Ticker: FLO
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Flowers Foods, Inc.
Shares Voted: 56
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director George E. Deese Mgmt For For For
Mgmt ForForForElect Director Edward J. Casey, Jr. 1b
Mgmt ForForForElect Director Thomas C. Chubb, III 1c
Mgmt ForForForElect Director Rhonda Gass 1d
Mgmt ForForForElect Director Benjamin H. Griswold, IV 1e
Mgmt ForForForElect Director Margaret G. Lewis 1f
Mgmt ForForForElect Director W. Jameson McFadden 1g
Mgmt ForForForElect Director A. Ryals McMullian 1h
Mgmt ForForForElect Director James T. Spear 1i
Mgmt ForForForElect Director Melvin T. Stith 1j
Mgmt ForForForElect Director Terry S. Thomas 1k
Mgmt ForForForElect Director C. Martin Wood, III 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 3
SH AgainstAgainstAgainstReport on Political Contributions 4
Heidrick & Struggles International, Inc.
Meeting Date: 05/27/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 422819102
Ticker: HSII
Shares Voted: 34,712
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Elizabeth L. Axelrod Mgmt For For For
Mgmt ForForForElect Director Laszlo Bock 1.2
Mgmt ForForForElect Director Lyle Logan 1.3
Mgmt ForForForElect Director T. Willem Mesdag 1.4
Mgmt ForForForElect Director Krishnan Rajagopalan 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Heidrick & Struggles International, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Stacey Rauch 1.6
Mgmt ForForForElect Director Adam Warby 1.7
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify RSM US LLP as Auditors 3
HomeStreet, Inc.
Meeting Date: 05/27/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 43785V102
Ticker: HMST
Shares Voted: 12,605
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Scott M. Boggs Mgmt For For For
Mgmt ForForForElect Director Jeffrey D. Green 1b
Mgmt AgainstAgainstForElect Director James R. Mitchell, Jr. 1c
Mgmt ForForForElect Director Mark R. Patterson 1d
Mgmt AgainstAgainstForElect Director Nancy D. Pellegrino 1e
Mgmt AgainstAgainstForElect Director Douglas I. Smith 1f
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
ICF International, Inc.
Meeting Date: 05/27/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 44925C103
Ticker: ICFI
Shares Voted: 5,762
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Cheryl W. Grise Mgmt For For For
Mgmt ForForForElect Director Randall Mehl 1.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ICF International, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Scott B. Salmirs 1.3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
Inchcape Plc
Meeting Date: 05/27/2021
Record Date: 05/25/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G47320208
Ticker: INCH
Shares Voted: 968,401
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Final Dividend 3
Mgmt ForForForRe-elect Jerry Buhlmann as Director 4
Mgmt ForForForRe-elect Gijsbert de Zoeten as Director 5
Mgmt ForForForRe-elect Alexandra Jensen as Director 6
Mgmt ForForForRe-elect Jane Kingston as Director 7
Mgmt ForForForRe-elect John Langston as Director 8
Mgmt ForForForRe-elect Nigel Stein as Director 9
Mgmt ForForForElect Duncan Tait as Director 10
Mgmt ForForForRe-elect Till Vestring as Director 11
Mgmt ForForForReappoint Deloitte LLP as Auditors 12
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
13
Mgmt ForForForApprove Performance Share Plan 14
Mgmt ForForForApprove Co-Investment Plan 15
Mgmt ForForForAuthorise Issue of Equity 16
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
17
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Inchcape Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
18
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 19
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
20
Mgmt ForForForAdopt New Articles of Association 21
Jones Lang LaSalle Incorporated
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 48020Q107
Ticker: JLL
Shares Voted: 48,510
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Hugo Bague Mgmt For For For
Mgmt ForForForElect Director Matthew Carter, Jr. 1b
Mgmt ForForForElect Director Samuel A. Di Piazza, Jr. 1c
Mgmt ForForForElect Director Tina Ju 1d
Mgmt ForForForElect Director Bridget Macaskill 1e
Mgmt ForForForElect Director Deborah H. McAneny 1f
Mgmt ForForForElect Director Siddharth (Bobby) Mehta 1g
Mgmt ForForForElect Director Jeetendra (Jeetu) I. Patel 1h
Mgmt ForForForElect Director Sheila A. Penrose 1i
Mgmt ForForForElect Director Ann Marie Petach 1j
Mgmt ForForForElect Director Christian Ulbrich 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NN, Inc.
Meeting Date: 05/27/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 629337106
Ticker: NNBR
Shares Voted: 14,247
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Raynard D. Benvenuti Mgmt For For For
Mgmt ForForForElect Director Robert E. Brunner 1.2
Mgmt ForForForElect Director Christina E. Carroll 1.3
Mgmt ForForForElect Director Joao Faria 1.4
Mgmt ForForForElect Director Jeri J. Harman 1.5
Mgmt ForForForElect Director Shihab Kuran 1.6
Mgmt ForForForElect Director Warren A. Veltman 1.7
Mgmt ForForForElect Director Thomas H. Wilson, Jr. 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
Mgmt ForForForElect Director Rajeev Gautam 4
Pioneer Natural Resources Company
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 723787107
Ticker: PXD
Shares Voted: 1,732,008
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director A.R. Alameddine Mgmt For For For
Mgmt ForForForElect Director Edison C. Buchanan 1b
Mgmt ForForForElect Director Matt Gallagher 1c
Mgmt ForForForElect Director Phillip A. Gobe 1d
Mgmt ForForForElect Director Larry R. Grillot 1e
Mgmt ForForForElect Director Stacy P. Methvin 1f
Mgmt ForForForElect Director Royce W. Mitchell 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Pioneer Natural Resources Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Frank A. Risch 1h
Mgmt ForForForElect Director Scott D. Sheffield 1i
Mgmt ForForForElect Director J. Kenneth Thompson 1j
Mgmt ForForForElect Director Phoebe A. Wood 1k
Mgmt ForForForElect Director Michael D. Wortley 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
4
Primis Financial Corp.
Meeting Date: 05/27/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74167B109
Ticker: FRST
Shares Voted: 8,472
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert Y. Clagett Mgmt For For For
Mgmt ForForForElect Director Deborah B. Diaz 1.2
Mgmt WithholdWithholdForElect Director Charles A. Kabbash 1.3
Mgmt ForForForRatify Dixon Hughes Goodman LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Quanta Services, Inc.
Meeting Date: 05/27/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74762E102
Ticker: PWR
Shares Voted: 12,842
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Earl C. (Duke) Austin, Jr. Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Quanta Services, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Doyle N. Beneby 1.2
Mgmt ForForForElect Director Vincent D. Foster 1.3
Mgmt ForForForElect Director Bernard Fried 1.4
Mgmt ForForForElect Director Worthing F. Jackman 1.5
Mgmt ForForForElect Director David M. McClanahan 1.6
Mgmt ForForForElect Director Margaret B. Shannon 1.7
Mgmt ForForForElect Director Pat Wood, III 1.8
Mgmt ForForForElect Director Martha B. Wyrsch 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Sensata Technologies Holding Plc
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G8060N102
Ticker: ST
Shares Voted: 870,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Andrew C. Teich Mgmt For For For
Mgmt ForForForElect Director Jeffrey J. Cote 1b
Mgmt ForForForElect Director John P. Absmeier 1c
Mgmt ForForForElect Director Daniel L. Black 1d
Mgmt ForForForElect Director Lorraine A. Bolsinger 1e
Mgmt ForForForElect Director James E. Heppelmann 1f
Mgmt ForForForElect Director Charles W. Peffer 1g
Mgmt ForForForElect Director Constance E. Skidmore 1h
Mgmt ForForForElect Director Steven A. Sonnenberg 1i
Mgmt ForForForElect Director Martha N. Sullivan 1j
Mgmt ForForForElect Director Stephen M. Zide 1k
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sensata Technologies Holding Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Mgmt ForForForApprove Director Compensation Report 5
Mgmt ForForForRatify Ernst & Young LLP as U.K. Statutory Auditor
6
Mgmt ForForForAuthorize Audit Committee to Fix Remuneration of Auditors
7
Mgmt ForForForAccept Financial Statements and Statutory Reports
8
Mgmt ForForForAuthorize Issue of Equity 9
Mgmt ForForForAuthorize Issue of Equity without Pre-emptive Rights
10
Mgmt ForForForAuthorize the Board of Directors to Allot Shares Under the Equity Incentive Plans
11
Mgmt ForForForAuthorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights
12
SM Energy Company
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78454L100
Ticker: SM
Shares Voted: 33,078
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Carla J. Bailo Mgmt For For For
Mgmt ForForForElect Director Stephen R. Brand 1.2
Mgmt ForForForElect Director Ramiro G. Peru 1.3
Mgmt ForForForElect Director Julio M. Quintana 1.4
Mgmt ForForForElect Director Rose M. Robeson 1.5
Mgmt ForForForElect Director William D. Sullivan 1.6
Mgmt ForForForElect Director Herbert S. Vogel 1.7
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SM Energy Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForApprove Qualified Employee Stock Purchase Plan
4
Sotera Health Company
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 83601L102
Ticker: SHC
Shares Voted: 412,714
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Constantine S. Mihas Mgmt For Against Against
Mgmt AgainstAgainstForElect Director James C. Neary 1b
Mgmt AgainstAgainstForElect Director Michael B. Petras, Jr. 1c
Mgmt ForForForElect Director David E. Wheadon 1d
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
STMicroelectronics NV
Meeting Date: 05/27/2021
Record Date: 04/29/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N83574108
Ticker: STM
Shares Voted: 518,980
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtReceive Report of Management Board (Non-Voting)
1
MgmtReceive Report of Supervisory Board (Non-Voting)
2
Mgmt AgainstAgainstForApprove Remuneration Report 3
Mgmt ForForForApprove Remuneration Policy for Management Board
4
Mgmt ForForForAdopt Financial Statements and Statutory Reports
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
STMicroelectronics NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Dividends 6
Mgmt ForForForApprove Discharge of Management Board 7
Mgmt ForForForApprove Discharge of Supervisory Board 8
Mgmt ForForForReelect Jean-Marc Chery to Management Board
9
Mgmt ForForForApprove Grant of Unvested Stock Awards to Jean-Marc Chery as President and CEO
10
Mgmt ForForForApprove Unvested Stock Award Plan for Management and Key Employees
11
Mgmt ForForForReelect Nicolas Dufourcq to Supervisory Board
12
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
13
Mgmt ForForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights
14
MgmtAllow Questions 15
STMicroelectronics NV
Meeting Date: 05/27/2021
Record Date: 04/29/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N83574108
Ticker: STM
Shares Voted: 3,375
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtReceive Report of Management Board (Non-Voting)
1
MgmtReceive Report of Supervisory Board (Non-Voting)
2
Mgmt AgainstAgainstForApprove Remuneration Report 3
Mgmt ForForForApprove Remuneration Policy for Management Board
4
Mgmt ForForForAdopt Financial Statements and Statutory Reports
5
Mgmt ForForForApprove Dividends 6
Mgmt ForForForApprove Discharge of Management Board 7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
STMicroelectronics NV
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Discharge of Supervisory Board 8
Mgmt ForForForReelect Jean-Marc Chery to Management Board
9
Mgmt ForForForApprove Grant of Unvested Stock Awards to Jean-Marc Chery as President and CEO
10
Mgmt ForForForApprove Unvested Stock Award Plan for Management and Key Employees
11
Mgmt ForForForReelect Nicolas Dufourcq to Supervisory Board
12
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
13
Mgmt ForForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights
14
MgmtAllow Questions 15
The Interpublic Group of Companies, Inc.
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 460690100
Ticker: IPG
Shares Voted: 1,269,023
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joceyln Carter-Miller Mgmt For For For
Mgmt ForForForElect Director Mary J. Steele Guilfoile 1.2
Mgmt ForForForElect Director Dawn Hudson 1.3
Mgmt ForForForElect Director Philippe Krakowsky 1.4
Mgmt ForForForElect Director Jonathan F. Miller 1.5
Mgmt ForForForElect Director Patrick Q. Moore 1.6
Mgmt ForForForElect Director Michael I. Roth 1.7
Mgmt ForForForElect Director Linda S. Sanford 1.8
Mgmt ForForForElect Director David M. Thomas 1.9
Mgmt ForForForElect Director E. Lee Wyatt, Jr. 1.10
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Interpublic Group of Companies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
WESCO International, Inc.
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 95082P105
Ticker: WCC
Shares Voted: 1,256,955
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John J. Engel Mgmt For For For
Mgmt ForForForElect Director Matthew J. Espe 1.2
Mgmt ForForForElect Director Bobby J. Griffin 1.3
Mgmt ForForForElect Director John K. Morgan 1.4
Mgmt ForForForElect Director Steven A. Raymund 1.5
Mgmt ForForForElect Director James L. Singleton 1.6
Mgmt ForForForElect Director Easwaran Sundaram 1.7
Mgmt ForForForElect Director Laura K. Thompson 1.8
Mgmt ForForForElect Director Lynn M. Utter 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
White Mountains Insurance Group, Ltd.
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G9618E107
Ticker: WTM
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
White Mountains Insurance Group, Ltd.
Shares Voted: 73,309
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Margaret Dillon Mgmt For For For
Mgmt WithholdWithholdForElect Director Philip A. Gelston 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Wintrust Financial Corporation
Meeting Date: 05/27/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 97650W108
Ticker: WTFC
Shares Voted: 167,166
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Peter D. Crist Mgmt For For For
Mgmt ForForForElect Director Bruce K. Crowther 1.2
Mgmt ForForForElect Director William J. Doyle 1.3
Mgmt ForForForElect Director Marla F. Glabe 1.4
Mgmt ForForForElect Director H. Patrick Hackett, Jr. 1.5
Mgmt ForForForElect Director Scott K. Heitmann 1.6
Mgmt ForForForElect Director Deborah L. Hall Lefevre 1.7
Mgmt ForForForElect Director Suzet M. McKinney 1.8
Mgmt ForForForElect Director Gary D. "Joe" Sweeney 1.9
Mgmt ForForForElect Director Karin Gustafson Teglia 1.10
Mgmt ForForForElect Director Alex E. Washington, III 1.11
Mgmt ForForForElect Director Edward J. Wehmer 1.12
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Wynn Macau Limited
Meeting Date: 05/27/2021
Record Date: 05/21/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G98149100
Ticker: 1128
Shares Voted: 6,796,800
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForElect Linda Chen as Director 2a
Mgmt ForForForElect Craig S. Billings as Director 2b
Mgmt AgainstAgainstForElect Jeffrey Kin-fung Lam as Director 2c
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
3
Mgmt ForForForApprove Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 5
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
6
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 7
Mgmt AgainstAgainstForApprove Issuance of Shares Under the Employee Ownership Scheme
8
GS Retail Co., Ltd.
Meeting Date: 05/28/2021
Record Date: 04/19/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y2915J101
Ticker: 007070
Shares Voted: 35,682
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement with GS Home Shopping, Inc.
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation 2
Korea Electric Power Corp.
Meeting Date: 05/28/2021
Record Date: 03/22/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y48406105
Ticker: 015760
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Korea Electric Power Corp.
Shares Voted: 34,413
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Jeong Seung-il as CEO Mgmt For For For
Mgmt ForForForElect Park Heon-gyu as Inside Director 2
Mgmt ForForForElect Park Hyo-seong as a Member of Audit Committee
3
Lowe's Companies, Inc.
Meeting Date: 05/28/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 548661107
Ticker: LOW
Shares Voted: 715,148
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Raul Alvarez Mgmt For For For
Mgmt ForForForElect Director David H. Batchelder 1.2
Mgmt ForForForElect Director Angela F. Braly 1.3
Mgmt ForForForElect Director Sandra B. Cochran 1.4
Mgmt ForForForElect Director Laurie Z. Douglas 1.5
Mgmt ForForForElect Director Richard W. Dreiling 1.6
Mgmt ForForForElect Director Marvin R. Ellison 1.7
Mgmt ForForForElect Director Daniel J. Heinrich 1.8
Mgmt ForForForElect Director Brian C. Rogers 1.9
Mgmt ForForForElect Director Bertram L. Scott 1.10
Mgmt ForForForElect Director Mary Beth West 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditor 3
SH ForForAgainstAmend Proxy Access Right 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Super Micro Computer, Inc.
Meeting Date: 05/28/2021
Record Date: 04/14/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 86800U104
Ticker: SMCI
Shares Voted: 19,750
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sara Liu Mgmt For Withhold Withhold
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Total SE
Meeting Date: 05/28/2021
Record Date: 05/26/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F92124100
Ticker: FP
Shares Voted: 536,454
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 2.64 per Share
3
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
4
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
5
Mgmt AgainstAgainstForReelect Patrick Pouyanne as Director 6
Mgmt ForForForReelect Anne-Marie Idrac as Director 7
Mgmt ForForForElect Jacques Aschenbroich as Director 8
Mgmt ForForForElect Glenn Hubbard as Director 9
Mgmt ForForForApprove Compensation Report of Corporate Officers
10
Mgmt ForForForApprove Remuneration Policy of Directors 11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Total SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Compensation of Patrick Pouyanne, Chairman and CEO
12
Mgmt AgainstAgainstForApprove Remuneration Policy of Chairman and CEO
13
Mgmt ForForForApprove the Company's Sustainable Development and Energy Transition
14
MgmtExtraordinary Business
Mgmt ForForForChange Company Name to TotalEnergies SE and Amend Article 2 of Bylaws Accordingly
15
Mgmt ForForForAuthorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans
16
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
17
Total SE
Meeting Date: 05/28/2021
Record Date: 04/16/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F92124100
Ticker: FP
Shares Voted: 79
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
MgmtOrdinary Business
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 2.64 per Share
3
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
4
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
5
Mgmt AgainstAgainstForReelect Patrick Pouyanne as Director 6
Mgmt ForForForReelect Anne-Marie Idrac as Director 7
Mgmt ForForForElect Jacques Aschenbroich as Director 8
Mgmt ForForForElect Glenn Hubbard as Director 9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Total SE
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Compensation Report of Corporate Officers
10
Mgmt ForForForApprove Remuneration Policy of Directors 11
Mgmt ForForForApprove Compensation of Patrick Pouyanne, Chairman and CEO
12
Mgmt AgainstAgainstForApprove Remuneration Policy of Chairman and CEO
13
Mgmt ForForForApprove the Company's Sustainable Development and Energy Transition
14
MgmtExtraordinary Business
Mgmt ForForForChange Company Name to TotalEnergies SE and Amend Article 2 of Bylaws Accordingly
15
Mgmt ForForForAuthorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans
16
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
17
Tongcheng-Elong Holdings Limited
Meeting Date: 05/31/2021
Record Date: 05/25/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G8918W106
Ticker: 780
Shares Voted: 695,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForElect Jiang Hao as Director 2a1
Mgmt AgainstAgainstForElect Dai Xiaojing as Director 2a2
Mgmt ForForForElect Han Yuling as Director 2a3
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
2b
Mgmt ForForForApprove PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration
3
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
4A
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 4B
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 4C
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cognizant Technology Solutions Corporation
Meeting Date: 06/01/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 192446102
Ticker: CTSH
Shares Voted: 562,759
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Zein Abdalla Mgmt For For For
Mgmt ForForForElect Director Vinita Bali 1b
Mgmt ForForForElect Director Maureen Breakiron-Evans 1c
Mgmt ForForForElect Director Archana Deskus 1d
Mgmt ForForForElect Director John M. Dineen 1e
Mgmt ForForForElect Director Brian Humphries 1f
Mgmt ForForForElect Director Leo S. Mackay, Jr. 1g
Mgmt ForForForElect Director Michael Patsalos-Fox 1h
Mgmt ForForForElect Director Joseph M. Velli 1i
Mgmt ForForForElect Director Sandra S. Wijnberg 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForForAgainstProvide Right to Act by Written Consent 4
Granite Point Mortgage Trust Inc.
Meeting Date: 06/01/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 38741L107
Ticker: GPMT
Shares Voted: 76,890
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Devin Chen Mgmt For For For
Mgmt ForForForElect Director Tanuja M. Dehne 1b
Mgmt ForForForElect Director Stephen G. Kasnet 1c
Mgmt ForForForElect Director W. Reid Sanders 1d
Mgmt ForForForElect Director John (Jack) A. Taylor 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Granite Point Mortgage Trust Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Hope B. Woodhouse 1f
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Ladder Capital Corp
Meeting Date: 06/01/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 505743104
Ticker: LADR
Shares Voted: 40,140
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Douglas Durst Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Jeffrey B. Steiner 1.2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
NeoPhotonics Corporation
Meeting Date: 06/01/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 64051T100
Ticker: NPTN
Shares Voted: 2,199
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Charles J. Abbe Mgmt For For For
Mgmt ForForForElect Director Bandel L. Carano 1.2
Mgmt ForForForElect Director Michael J. Sophie 1.3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Mgmt ForForForRatify BDO USA, LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Carlyle Group Inc.
Meeting Date: 06/01/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 14316J108
Ticker: CG
Shares Voted: 27
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Daniel A. D'Aniello Mgmt For Withhold Withhold
Mgmt ForForForElect Director Peter J. Clare 1.2
Mgmt ForForForElect Director Thomas S. Robertson 1.3
Mgmt ForForForElect Director William J. Shaw 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 5
WH Group Limited
Meeting Date: 06/01/2021
Record Date: 05/26/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G96007102
Ticker: 288
Shares Voted: 11,984,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForElect Wan Long as Director 2a
Mgmt ForForForElect Wan Hongjian as Director 2b
Mgmt ForForForElect Ma Xiangjie as Director 2c
Mgmt ForForForElect Dennis Pat Rick Organ as Director 2d
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
3
Mgmt ForForForApprove Ernst & Young as Auditor and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForApprove Final Dividend 5
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
WH Group Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
7
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 8
Alphabet Inc.
Meeting Date: 06/02/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 02079K305
Ticker: GOOGL
Shares Voted: 198,619
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Larry Page Mgmt For For For
Mgmt ForForForElect Director Sergey Brin 1b
Mgmt ForForForElect Director Sundar Pichai 1c
Mgmt ForForForElect Director John L. Hennessy 1d
Mgmt ForForForElect Director Frances H. Arnold 1e
Mgmt AgainstAgainstForElect Director L. John Doerr 1f
Mgmt ForForForElect Director Roger W. Ferguson, Jr. 1g
Mgmt AgainstAgainstForElect Director Ann Mather 1h
Mgmt ForForForElect Director Alan R. Mulally 1i
Mgmt AgainstAgainstForElect Director K. Ram Shriram 1j
Mgmt AgainstAgainstForElect Director Robin L. Washington 1k
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForApprove Omnibus Stock Plan 3
SH ForForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
4
SH AgainstReferAgainstRequire Independent Director Nominee with Human and/or Civil Rights Experience
5
SH ForReferAgainstAssess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation
6
SH ForReferAgainstReport on Takedown Requests 7
SH ForReferAgainstReport on Whistleblower Policies and Practices
8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Alphabet Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH AgainstAgainstAgainstReport on Charitable Contributions 9
SH ForReferAgainstReport on Risks Related to Anticompetitive Practices
10
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
11
ams AG
Meeting Date: 06/02/2021
Record Date: 05/23/2021
Country: Austria
Meeting Type: Annual
Primary Security ID: A0400Q115
Ticker: AMS
Shares Voted: 457,269
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Omission of Dividends
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForApprove Remuneration of Supervisory Board Members
5
Mgmt ForForForRatify KPMG Austria GmbH as Auditors for Fiscal Year 2021
6
Mgmt AgainstAgainstForApprove Remuneration Policy 7
Mgmt AgainstAgainstForApprove Remuneration Report 8
Mgmt ForForForApprove Increase in Size of Supervisory Board to Eight Members
9
Mgmt ForForForElect Margarete Haase as Supervisory Board Member
10.1
Mgmt ForForForElect Brigitte Ederer as Supervisory Board Member
10.2
Mgmt ForForForChange Company Name to ams-OSRAM AG. 11
Mgmt ForForForApprove Creation of EUR 10.5 Million Capital Increase without Preemptive Rights
12
Mgmt ForForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ams AG
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstNoneNew/Amended Proposals from Shareholders 14.1
Mgmt AgainstAgainstNoneNew/Amended Proposals from Management and Supervisory Board
14.2
Aon plc
Meeting Date: 06/02/2021
Record Date: 04/08/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G0403H108
Ticker: AON
Shares Voted: 175,523
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Lester B. Knight Mgmt For For For
Mgmt ForForForElect Director Gregory C. Case 1.2
Mgmt ForForForElect Director Jin-Yong Cai 1.3
Mgmt ForForForElect Director Jeffrey C. Campbell 1.4
Mgmt ForForForElect Director Fulvio Conti 1.5
Mgmt ForForForElect Director Cheryl A. Francis 1.6
Mgmt ForForForElect Director J. Michael Losh 1.7
Mgmt ForForForElect Director Richard B. Myers 1.8
Mgmt ForForForElect Director Richard C. Notebaert 1.9
Mgmt ForForForElect Director Gloria Santona 1.10
Mgmt ForForForElect Director Byron O. Spruell 1.11
Mgmt ForForForElect Director Carolyn Y. Woo 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForForRatify Ernst & Young Chartered Accountants as Statutory Auditor
4
Mgmt ForForForAuthorize Board to Fix Remuneration of Auditors
5
Mgmt ForForForAmend Articles of Association Re: Article 190 6
Mgmt ForForForAuthorize the Board of Directors to Capitalize Certain Non-distributable Reserves
7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Aon plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Creation of Distributable Profits by the Reduction and Cancellation of the Amounts Capitalized Pursuant to the Authority Given Under Proposal 7
8
Artisan Partners Asset Management Inc.
Meeting Date: 06/02/2021
Record Date: 04/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 04316A108
Ticker: APAM
Shares Voted: 387,698
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jennifer A. Barbetta Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Matthew R. Barger 1.2
Mgmt ForForForElect Director Eric R. Colson 1.3
Mgmt WithholdWithholdForElect Director Tench Coxe 1.4
Mgmt WithholdWithholdForElect Director Stephanie G. DiMarco 1.5
Mgmt WithholdWithholdForElect Director Jeffrey A. Joerres 1.6
Mgmt ForForForElect Director Andrew A. Ziegler 1.7
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditor 2
Barrett Business Services, Inc.
Meeting Date: 06/02/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 068463108
Ticker: BBSI
Shares Voted: 12,731
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Thomas J. Carley Mgmt For Against Against
Mgmt ForForForElect Director Thomas B. Cusick 1.2
Mgmt AgainstAgainstForElect Director Diane L. Dewbrey 1.3
Mgmt ForForForElect Director James B. Hicks 1.4
Mgmt AgainstAgainstForElect Director Jon L. Justesen 1.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Barrett Business Services, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Gary E. Kramer 1.6
Mgmt AgainstAgainstForElect Director Anthony Meeker 1.7
Mgmt ForForForElect Director Carla A. Moradi 1.8
Mgmt AgainstAgainstForElect Director Vincent P. Price 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Biogen Inc.
Meeting Date: 06/02/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 09062X103
Ticker: BIIB
Shares Voted: 125,942
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Alexander J. Denner Mgmt For For For
Mgmt ForForForElect Director Caroline D. Dorsa 1b
Mgmt ForForForElect Director Maria C. Freire 1c
Mgmt ForForForElect Director William A. Hawkins 1d
Mgmt ForForForElect Director William D. Jones 1e
Mgmt ForForForElect Director Nancy L. Leaming 1f
Mgmt ForForForElect Director Jesus B. Mantas 1g
Mgmt ForForForElect Director Richard C. Mulligan 1h
Mgmt ForForForElect Director Stelios Papadopoulos 1i
Mgmt ForForForElect Director Brian S. Posner 1j
Mgmt ForForForElect Director Eric K. Rowinsky 1k
Mgmt ForForForElect Director Stephen A. Sherwin 1l
Mgmt ForForForElect Director Michel Vounatsos 1m
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Biogen Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Certificate of Incorporation to Add Federal Forum Selection Provision
4
SH ForReferAgainstReport on Lobbying Payments and Policy 5
SH AgainstAgainstAgainstReport on Gender Pay Gap 6
Comcast Corporation
Meeting Date: 06/02/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 20030N101
Ticker: CMCSA
Shares Voted: 9,512
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kenneth J. Bacon Mgmt For For For
Mgmt ForForForElect Director Madeline S. Bell 1.2
Mgmt ForForForElect Director Naomi M. Bergman 1.3
Mgmt ForForForElect Director Edward D. Breen 1.4
Mgmt ForForForElect Director Gerald L. Hassell 1.5
Mgmt ForForForElect Director Jeffrey A. Honickman 1.6
Mgmt ForForForElect Director Maritza G. Montiel 1.7
Mgmt ForForForElect Director Asuka Nakahara 1.8
Mgmt ForForForElect Director David C. Novak 1.9
Mgmt ForForForElect Director Brian L. Roberts 1.10
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstReferAgainstReport on Risks Posed by the Failing to Prevent Workplace Sexual Harassment
4
FTI Consulting, Inc.
Meeting Date: 06/02/2021
Record Date: 03/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 302941109
Ticker: FCN
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
FTI Consulting, Inc.
Shares Voted: 321,211
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Brenda J. Bacon Mgmt For For For
Mgmt ForForForElect Director Mark S. Bartlett 1b
Mgmt ForForForElect Director Claudio Costamagna 1c
Mgmt ForForForElect Director Vernon Ellis 1d
Mgmt ForForForElect Director Nicholas C. Fanandakis 1e
Mgmt ForForForElect Director Steven H. Gunby 1f
Mgmt ForForForElect Director Gerard E. Holthaus 1g
Mgmt ForForForElect Director Laureen E. Seeger 1h
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Industrial Logistics Properties Trust
Meeting Date: 06/02/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 456237106
Ticker: ILPT
Shares Voted: 4,031
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Director Joseph L. Morea Mgmt For Withhold Withhold
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
InterDigital, Inc.
Meeting Date: 06/02/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45867G101
Ticker: IDCC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
InterDigital, Inc.
Shares Voted: 523,087
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Lawrence (Liren) Chen Mgmt For For For
Mgmt ForForForElect Director Joan H. Gillman 1b
Mgmt ForForForElect Director S. Douglas Hutcheson 1c
Mgmt ForForForElect Director John A. Kritzmacher 1d
Mgmt ForForForElect Director Pierre-Yves Lesaicherre 1e
Mgmt ForForForElect Director John D. Markley, Jr. 1f
Mgmt ForForForElect Director Jean F. Rankin 1g
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Ooma, Inc.
Meeting Date: 06/02/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 683416101
Ticker: OOMA
Shares Voted: 1,769
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Andrew H. Galligan Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Judi A. Hand 1.2
Mgmt WithholdWithholdForElect Director William D. Pearce 1.3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Science Applications International Corporation
Meeting Date: 06/02/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 808625107
Ticker: SAIC
Shares Voted: 1,469,586
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Robert A. Bedingfield Mgmt For For For
Mgmt ForForForElect Director Carol A. Goode 1b
Mgmt ForForForElect Director Garth N. Graham 1c
Mgmt ForForForElect Director John J. Hamre 1d
Mgmt ForForForElect Director Yvette M. Kanouff 1e
Mgmt ForForForElect Director Nazzic S. Keene 1f
Mgmt ForForForElect Director Timothy J. Mayopoulos 1g
Mgmt ForForForElect Director Katharina G. McFarland 1h
Mgmt ForForForElect Director Donna S. Morea 1i
Mgmt ForForForElect Director Steven R. Shane 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Silvercrest Asset Management Group Inc.
Meeting Date: 06/02/2021
Record Date: 04/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 828359109
Ticker: SAMG
Shares Voted: 49,453
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Richard R. Hough, III Mgmt For For For
Mgmt ForForForElect Director Darla M. Romfo 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ulta Beauty, Inc.
Meeting Date: 06/02/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 90384S303
Ticker: ULTA
Shares Voted: 126,444
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Catherine A. Halligan Mgmt For For For
Mgmt ForForForElect Director David C. Kimbell 1.2
Mgmt ForForForElect Director George R. Mrkonic 1.3
Mgmt ForForForElect Director Lorna E. Nagler 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Walmart Inc.
Meeting Date: 06/02/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 931142103
Ticker: WMT
Shares Voted: 1,924
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cesar Conde Mgmt For For For
Mgmt ForForForElect Director Timothy P. Flynn 1b
Mgmt AgainstAgainstForElect Director Sarah J. Friar 1c
Mgmt ForForForElect Director Carla A. Harris 1d
Mgmt ForForForElect Director Thomas W. Horton 1e
Mgmt ForForForElect Director Marissa A. Mayer 1f
Mgmt ForForForElect Director C. Douglas McMillon 1g
Mgmt ForForForElect Director Gregory B. Penner 1h
Mgmt ForForForElect Director Steven S Reinemund 1i
Mgmt ForForForElect Director Randall L. Stephenson 1j
Mgmt ForForForElect Director S. Robson Walton 1k
Mgmt ForForForElect Director Steuart L. Walton 1l
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Walmart Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstAgainstReport on Refrigerants Released from Operations
4
SH AgainstAgainstAgainstReport on Lobbying Payments and Policy 5
SH AgainstReferAgainstReport on Alignment of Racial Justice Goals and Starting Wages
6
SH AgainstReferAgainstApprove Creation of a Pandemic Workforce Advisory Council
7
SH AgainstAgainstAgainstReview of Statement on the Purpose of a Corporation
8
Williams-Sonoma, Inc.
Meeting Date: 06/02/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 969904101
Ticker: WSM
Shares Voted: 379,362
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Laura Alber Mgmt For For For
Mgmt ForForForElect Director Esi Eggleston Bracey 1.2
Mgmt ForForForElect Director Scott Dahnke 1.3
Mgmt ForForForElect Director Anne Mulcahy 1.4
Mgmt ForForForElect Director William Ready 1.5
Mgmt ForForForElect Director Sabrina Simmons 1.6
Mgmt ForForForElect Director Frits van Paasschen 1.7
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Academy Sports & Outdoors, Inc.
Meeting Date: 06/03/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00402L107
Ticker: ASO
Shares Voted: 20,049
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Brian T. Marley Mgmt For Withhold Withhold
Mgmt ForForForElect Director Thomas (Tom) M. Nealon 1.2
Mgmt WithholdWithholdForElect Director Nathaniel (Nate) H. Taylor 1.3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Akamai Technologies, Inc.
Meeting Date: 06/03/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00971T101
Ticker: AKAM
Shares Voted: 6,955
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Sharon Bowen Mgmt For For For
Mgmt ForForForElect Director Marianne Brown 1.2
Mgmt ForForForElect Director Monte Ford 1.3
Mgmt ForForForElect Director Jill Greenthal 1.4
Mgmt ForForForElect Director Dan Hesse 1.5
Mgmt ForForForElect Director Tom Killalea 1.6
Mgmt ForForForElect Director Tom Leighton 1.7
Mgmt ForForForElect Director Jonathan Miller 1.8
Mgmt ForForForElect Director Madhu Ranganathan 1.9
Mgmt ForForForElect Director Ben Verwaayen 1.10
Mgmt ForForForElect Director Bill Wagner 1.11
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Akamai Technologies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
4
Allegion plc
Meeting Date: 06/03/2021
Record Date: 04/08/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G0176J109
Ticker: ALLE
Shares Voted: 581,598
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kirk S. Hachigian Mgmt For Against For
Mgmt ForAgainstForElect Director Steven C. Mizell 1b
Mgmt ForForForElect Director Nicole Parent Haughey 1c
Mgmt ForForForElect Director David D. Petratis 1d
Mgmt ForAgainstForElect Director Dean I. Schaffer 1e
Mgmt ForAgainstForElect Director Charles L. Szews 1f
Mgmt ForForForElect Director Dev Vardhan 1g
Mgmt ForAgainstForElect Director Martin E. Welch, III 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForForForRenew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights
5
Booking Holdings Inc.
Meeting Date: 06/03/2021
Record Date: 04/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 09857L108
Ticker: BKNG
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Booking Holdings Inc.
Shares Voted: 2
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Timothy M. Armstrong Mgmt For For For
Mgmt ForForForElect Director Glenn D. Fogel 1.2
Mgmt ForForForElect Director Mirian M. Graddick-Weir 1.3
Mgmt ForForForElect Director Wei Hopeman 1.4
Mgmt ForForForElect Director Robert J. Mylod, Jr. 1.5
Mgmt ForForForElect Director Charles H. Noski 1.6
Mgmt ForForForElect Director Nicholas J. Read 1.7
Mgmt ForForForElect Director Thomas E. Rothman 1.8
Mgmt ForForForElect Director Bob van Dijk 1.9
Mgmt ForForForElect Director Lynn M. Vojvodich 1.10
Mgmt ForForForElect Director Vanessa A. Wittman 1.11
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Mgmt ForForForProvide Right to Act by Written Consent 5
SH ForForAgainstProvide Right to Act by Written Consent 6
SH ForReferAgainstReport on Annual Climate Transition 7
SH AgainstReferAgainstAnnual Investor Advisory Vote on Climate Plan
8
Compagnie de Saint-Gobain SA
Meeting Date: 06/03/2021
Record Date: 06/01/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F80343100
Ticker: SGO
Shares Voted: 410,372
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Compagnie de Saint-Gobain SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.33 per Share
3
Mgmt ForForForElect Benoit Bazin as Director 4
Mgmt ForForForReelect Pamela Knapp as Director 5
Mgmt ForForForReelect Agnes Lemarchand as Director 6
Mgmt ForForForReelect Gilles Schnepp as Director 7
Mgmt ForForForReelect Sibylle Daunis as Representative of Employee Shareholders to the Board
8
Mgmt AgainstAgainstForApprove Compensation of Pierre-Andre de Chalendar, Chairman and CEO
9
Mgmt ForForForApprove Compensation of Benoit Bazin, Vice-CEO
10
Mgmt ForForForApprove Compensation of Corporate Officers 11
Mgmt ForForForApprove Remuneration Policy of Chairman and CEO Until 30 June 2021
12
Mgmt ForForForApprove Remuneration Policy of Vice-CEO Until 30 June 2021
13
Mgmt ForForForApprove Remuneration Policy of CEO Since 1 July 2021
14
Mgmt ForForForApprove Remuneration Policy of Chairman of the Board Since 1 July 2021
15
Mgmt ForForForApprove Remuneration Policy of Directors 16
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
17
MgmtExtraordinary Business
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 426 Million
18
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 213 Million
19
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements up to Aggregate Nominal Amount of EUR 213 Million
20
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Compagnie de Saint-Gobain SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
21
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
22
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 106 Million for Bonus Issue or Increase in Par Value
23
Mgmt ForForForAuthorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights
24
Mgmt ForForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
25
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
26
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
27
Diamondback Energy, Inc.
Meeting Date: 06/03/2021
Record Date: 04/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 25278X109
Ticker: FANG
Shares Voted: 1,088,124
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Steven E. West Mgmt For For For
Mgmt ForForForElect Director Travis D. Stice 1.2
Mgmt ForForForElect Director Vincent K. Brooks 1.3
Mgmt ForForForElect Director Michael P. Cross 1.4
Mgmt ForForForElect Director David L. Houston 1.5
Mgmt ForForForElect Director Stephanie K. Mains 1.6
Mgmt ForForForElect Director Mark L. Plaumann 1.7
Mgmt ForForForElect Director Melanie M. Trent 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForIncrease Authorized Common Stock 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Diamondback Energy, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForRatify Grant Thornton LLP as Auditors 5
FirstCash, Inc.
Meeting Date: 06/03/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 33767D105
Ticker: FCFS
Shares Voted: 189
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Rick L. Wessel Mgmt For For For
Mgmt AgainstAgainstForElect Director James H. Graves 1b
Mgmt ForForForRatify RSM US LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Harrow Health, Inc.
Meeting Date: 06/03/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 415858109
Ticker: HROW
Shares Voted: 60,739
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Mark L. Baum Mgmt For For For
Mgmt WithholdWithholdForElect Director Robert J. Kammer 1.2
Mgmt ForForForElect Director Richard L. Lindstrom 1.3
Mgmt WithholdWithholdForElect Director Teresa F. Sparks 1.4
Mgmt ForForForElect Director R. Lawrence Van Horn 1.5
Mgmt ForForForRatify KMJ Corbin & Company LLP as Auditors 2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hooker Furniture Corporation
Meeting Date: 06/03/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 439038100
Ticker: HOFT
Shares Voted: 18,532
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director W. Christopher Beeler, Jr. Mgmt For For For
Mgmt ForForForElect Director Maria C. Duey 1.2
Mgmt ForForForElect Director Paulette Garafalo 1.3
Mgmt ForForForElect Director Jeremy R. Hoff 1.4
Mgmt ForForForElect Director Tonya H. Jackson 1.5
Mgmt ForForForElect Director E. Larry Ryder 1.6
Mgmt ForForForElect Director Ellen C. Taaffe 1.7
Mgmt ForForForElect Director Paul B. Toms, Jr. 1.8
Mgmt ForForForElect Director Henry G. Williamson, Jr. 1.9
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForChange Company Name to Hooker Furnishings Corporation
3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
PennyMac Financial Services, Inc.
Meeting Date: 06/03/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 70932M107
Ticker: PFSI
Shares Voted: 350,269
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director David A. Spector Mgmt For For For
Mgmt ForForForElect Director James K. Hunt 1b
Mgmt ForForForElect Director Jonathon S. Jacobson 1c
Mgmt ForForForElect Director Patrick Kinsella 1d
Mgmt ForForForElect Director Anne D. McCallion 1e
Mgmt ForForForElect Director Joseph Mazzella 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PennyMac Financial Services, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Farhad Nanji 1g
Mgmt ForForForElect Director Jeffrey A. Perlowitz 1h
Mgmt ForForForElect Director Lisa M. Shalett 1i
Mgmt ForForForElect Director Theodore W. Tozer 1j
Mgmt ForForForElect Director Emily Youssouf 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Perdoceo Education Corporation
Meeting Date: 06/03/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 71363P106
Ticker: PRDO
Shares Voted: 37,395
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Dennis H. Chookaszian Mgmt For For For
Mgmt ForForForElect Director Kenda B. Gonzales 1b
Mgmt ForForForElect Director Patrick W. Gross 1c
Mgmt ForForForElect Director William D. Hansen 1d
Mgmt ForForForElect Director Gregory L. Jackson 1e
Mgmt ForForForElect Director Thomas B. Lally 1f
Mgmt ForForForElect Director Todd S. Nelson 1g
Mgmt ForForForElect Director Leslie T. Thornton 1h
Mgmt ForForForElect Director Alan D. Wheat 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Grant Thornton LLP as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Samsonite International S.A.
Meeting Date: 06/03/2021
Record Date: 05/28/2021
Country: Luxembourg
Meeting Type: Annual
Primary Security ID: L80308106
Ticker: 1910
Shares Voted: 45,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Allocation of Results for the Year 2020
2
Mgmt ForForForElect Jerome Squire Griffith as Director 3.1
Mgmt ForForForElect Keith Hamill as Director 3.2
Mgmt ForForForRenew Mandate Granted to KPMG Luxembourg as Statutory Auditor
4
Mgmt ForForForApprove KPMG LLP as External Auditor 5
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
6
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 7
Mgmt ForForForApprove Discharge of Directors and Auditors 8
Mgmt ForForForApprove Remuneration of Directors 9
Mgmt ForForForAuthorize Board to Fix the Remuneration of KPMG Luxembourg
10
T-Mobile US, Inc.
Meeting Date: 06/03/2021
Record Date: 04/07/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 872590104
Ticker: TMUS
Shares Voted: 2,792,943
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Marcelo Claure Mgmt For Withhold Withhold
Mgmt ForForForElect Director Srikant M. Datar 1.2
Mgmt ForForForElect Director Bavan M. Holloway 1.3
Mgmt WithholdWithholdForElect Director Timotheus Hottges 1.4
Mgmt WithholdWithholdForElect Director Christian P. Illek 1.5
Mgmt WithholdWithholdForElect Director Raphael Kubler 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
T-Mobile US, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt WithholdWithholdForElect Director Thorsten Langheim 1.7
Mgmt WithholdWithholdForElect Director Dominique Leroy 1.8
Mgmt WithholdWithholdForElect Director G. Michael (Mike) Sievert 1.9
Mgmt ForForForElect Director Teresa A. Taylor 1.10
Mgmt WithholdWithholdForElect Director Omar Tazi 1.11
Mgmt WithholdWithholdForElect Director Kelvin R. Westbrook 1.12
Mgmt WithholdWithholdForElect Director Michael Wilkens 1.13
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Trane Technologies Plc
Meeting Date: 06/03/2021
Record Date: 04/08/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G8994E103
Ticker: TT
Shares Voted: 9
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kirk E. Arnold Mgmt For For For
Mgmt ForForForElect Director Ann C. Berzin 1b
Mgmt ForForForElect Director John Bruton 1c
Mgmt ForForForElect Director Jared L. Cohon 1d
Mgmt ForForForElect Director Gary D. Forsee 1e
Mgmt ForForForElect Director Linda P. Hudson 1f
Mgmt ForForForElect Director Michael W. Lamach 1g
Mgmt ForForForElect Director Myles P. Lee 1h
Mgmt ForForForElect Director April Miller Boise 1i
Mgmt ForForForElect Director Karen B. Peetz 1j
Mgmt ForForForElect Director John P. Surma 1k
Mgmt ForForForElect Director Tony L. White 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Trane Technologies Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForForAuthorize Issue of Equity 4
Mgmt ForForForRenew Directors' Authority to Issue Shares for Cash
5
Mgmt ForForForAuthorize Reissuance of Repurchased Shares 6
Virtu Financial, Inc.
Meeting Date: 06/03/2021
Record Date: 04/07/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 928254101
Ticker: VIRT
Shares Voted: 16,749
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Virginia Gambale Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director John D. Nixon 1.2
Mgmt WithholdWithholdForElect Director David J. Urban 1.3
Mgmt WithholdWithholdForElect Director Michael T. Viola 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Yelp Inc.
Meeting Date: 06/03/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 985817105
Ticker: YELP
Shares Voted: 1,254,227
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert Gibbs Mgmt For For For
Mgmt ForForForElect Director George Hu 1.2
Mgmt ForForForElect Director Jeremy Stoppelman 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Yelp Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Tony Wells 1.4
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
4
Garmin Ltd.
Meeting Date: 06/04/2021
Record Date: 04/09/2021
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H2906T109
Ticker: GRMN
Shares Voted: 25
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Consolidated Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Allocation of Income and Dividends 2
Mgmt ForForForApprove Dividends 3
Mgmt ForForForApprove Discharge of Board and Senior Management
4
Mgmt ForForForElect Director Jonathan C. Burrell 5.1
Mgmt ForForForElect Director Joseph J. Hartnett 5.2
Mgmt ForForForElect Director Min H. Kao 5.3
Mgmt ForForForElect Director Catherine A. Lewis 5.4
Mgmt ForForForElect Director Charles W. Peffer 5.5
Mgmt ForForForElect Director Clifton A. Pemble 5.6
Mgmt ForForForElect Min H. Kao as Board Chairman 6
Mgmt ForForForAppoint Jonathan C. Burrell as Member of the Compensation Committee
7.1
Mgmt ForForForAppoint Joseph J. Hartnett as Member of the Compensation Committee
7.2
Mgmt ForForForAppoint Catherine A. Lewis as Member of the Compensation Committee
7.3
Mgmt ForForForAppoint Charles W. Peffer as Member of the Compensation Committee
7.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Garmin Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForDesignate Wuersch & Gering LLP as Independent Proxy
8
Mgmt ForForForRatify Ernst & Young LLP as Auditors and Ernst & Young Ltd as Statutory Auditor
9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
10
Mgmt ForForForApprove Fiscal Year 2022 Maximum Aggregate Compensation for the Executive Management
11
Mgmt ForForForApprove Maximum Aggregate Compensation for the Board of Directors for the Period Between the 2021 AGM and the 2022 AGM
12
KAR Auction Services, Inc.
Meeting Date: 06/04/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 48238T109
Ticker: KAR
Shares Voted: 2,826,219
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
2a Elect Director Carmel Galvin Mgmt For Against Against
Mgmt ForForForElect Director James P. Hallett 2b
Mgmt AgainstAgainstForElect Director Mark E. Hill 2c
Mgmt ForForForElect Director J. Mark Howell 2d
Mgmt AgainstAgainstForElect Director Stefan Jacoby 2e
Mgmt ForForForElect Director Peter Kelly 2f
Mgmt ForForForElect Director Michael T. Kestner 2g
Mgmt ForForForElect Director Mary Ellen Smith 2h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForRatify KPMG LLP as Auditors 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ardmore Shipping Corporation
Meeting Date: 06/07/2021
Record Date: 04/13/2021
Country: Marshall Isl
Meeting Type: Annual
Primary Security ID: Y0207T100
Ticker: ASC
Shares Voted: 55,584
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Anthony Gurnee Mgmt For For For
Mgmt ForForForElect Director Helen Tveitan de Jong 1.2
UnitedHealth Group Incorporated
Meeting Date: 06/07/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 91324P102
Ticker: UNH
Shares Voted: 819,680
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Richard T. Burke Mgmt For For For
Mgmt ForForForElect Director Timothy P. Flynn 1b
Mgmt ForForForElect Director Stephen J. Hemsley 1c
Mgmt ForForForElect Director Michele J. Hooper 1d
Mgmt ForForForElect Director F. William McNabb, III 1e
Mgmt ForForForElect Director Valerie C. Montgomery Rice 1f
Mgmt ForForForElect Director John H. Noseworthy 1g
Mgmt ForForForElect Director Gail R. Wilensky 1h
Mgmt ForForForElect Director Andrew Witty 1i
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
4
SH ForForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CIFI Holdings (Group) Co. Ltd.
Meeting Date: 06/08/2021
Record Date: 06/02/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G2140A107
Ticker: 884
Shares Voted: 1,499,597
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt AgainstAgainstForElect Lin Zhong as Director 3.1
Mgmt ForForForElect Yang Xin as Director 3.2
Mgmt AgainstAgainstForElect Zhang Yongyue as Director 3.3
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
3.4
Mgmt ForForForApprove Deloitte Touche Tohmatsu as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 7
Mgmt AgainstAgainstForApprove Increase in Authorized Share Capital 8
SL Green Realty Corp.
Meeting Date: 06/08/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78440X804
Ticker: SLG
Shares Voted: 10
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John H. Alschuler Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Betsy S. Atkins 1b
Mgmt ForForForElect Director Edwin T. Burton, III 1c
Mgmt ForForForElect Director Lauren B. Dillard 1d
Mgmt ForForForElect Director Stephen L. Green 1e
Mgmt AgainstAgainstForElect Director Craig M. Hatkoff 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SL Green Realty Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Marc Holliday 1g
Mgmt AgainstAgainstForElect Director John S. Levy 1h
Mgmt ForForForElect Director Andrew W. Mathias 1i
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SLM Corporation
Meeting Date: 06/08/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78442P106
Ticker: SLM
Shares Voted: 7,479,079
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Paul G. Child Mgmt For For For
Mgmt ForForForElect Director Mary Carter Warren Franke 1b
Mgmt ForForForElect Director Marianne M. Keler 1c
Mgmt ForForForElect Director Mark L. Lavelle 1d
Mgmt ForForForElect Director Ted Manvitz 1e
Mgmt ForForForElect Director Jim Matheson 1f
Mgmt ForForForElect Director Frank C. Puleo 1g
Mgmt ForForForElect Director Vivian C. Schneck-Last 1h
Mgmt ForForForElect Director William N. Shiebler 1i
Mgmt ForForForElect Director Robert S. Strong 1j
Mgmt ForForForElect Director Jonathan W. Witter 1k
Mgmt ForForForElect Director Kirsten O. Wolberg 1l
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Taiwan Semiconductor Manufacturing Co., Ltd.
Meeting Date: 06/08/2021
Record Date: 04/09/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y84629107
Ticker: 2330
Shares Voted: 20,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Operations Report and Financial Statements
Mgmt For For For
Mgmt ForForForApprove Amendment to Rules and Procedures for Election of Directors
2
Mgmt ForForForApprove Issuance of Restricted Stocks 3
MgmtELECT NON-INDEPENDENT DIRECTORS AND INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt AgainstAgainstForElect Mark Liu, with Shareholder No. 10758, as Non-independent Director
4.1
Mgmt AgainstAgainstForElect C.C. Wei, with Shareholder No. 370885, as Non-independent Director
4.2
Mgmt AgainstAgainstForElect F.C. Tseng, with Shareholder No. 104, as Non-independent Director
4.3
Mgmt ForForForElect Ming Hsin Kung. a Representative of National Development Fund, Executive Yuan, with Shareholder No. 1, as Non-independent Director
4.4
Mgmt AgainstAgainstForElect Peter L. Bonfield, with Shareholder No. 504512XXX, as Independent Director
4.5
Mgmt ForForForElect Kok Choo Chen, with Shareholder No. A210358XXX, as Independent Director
4.6
Mgmt AgainstAgainstForElect Michael R. Splinter, with Shareholder No. 488601XXX, as Independent Director
4.7
Mgmt AgainstAgainstForElect Moshe N. Gavrielov, with Shareholder No. 505930XXX, as Independent Director
4.8
Mgmt AgainstAgainstForElect Yancey Hai, with Shareholder No. D100708XXX, as Independent Director
4.9
Mgmt ForForForElect L. Rafael Reif, with Shareholder No. 545784XXX, as Independent Director
4.10
Taiwan Semiconductor Manufacturing Co., Ltd.
Meeting Date: 06/08/2021
Record Date: 04/09/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y84629107
Ticker: 2330
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Taiwan Semiconductor Manufacturing Co., Ltd.
Shares Voted: 12,715
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Business Operations Report and Financial Statements
1
Mgmt ForForForApprove Amendment to Rules and Procedures for Election of Directors
2
Mgmt ForForForApprove Issuance of Restricted Stocks 3
MgmtELECT NON-INDEPENDENT DIRECTORS AND INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt WithholdWithholdForElect Mark Liu, with Shareholder No. 10758, as Non-independent Director
4.1
Mgmt WithholdWithholdForElect C.C. Wei, with Shareholder No. 370885, as Non-independent Director
4.2
Mgmt WithholdWithholdForElect F.C. Tseng, with Shareholder No. 104, as Non-independent Director
4.3
Mgmt ForForForElect Ming Hsin Kung. a Representative of National Development Fund, Executive Yuan, with Shareholder No. 1, as Non-independent Director
4.4
Mgmt WithholdWithholdForElect Peter L. Bonfield, with Shareholder No. 504512XXX, as Independent Director
4.5
Mgmt ForForForElect Kok Choo Chen, with Shareholder No. A210358XXX, as Independent Director
4.6
Mgmt WithholdWithholdForElect Michael R. Splinter, with Shareholder No. 488601XXX, as Independent Director
4.7
Mgmt WithholdWithholdForElect Moshe N. Gavrielov, with Shareholder No. 505930XXX, as Independent Director
4.8
Mgmt WithholdWithholdForElect Yancey Hai, with Shareholder No. D100708XXX, as Independent Director
4.9
Mgmt ForForForElect L. Rafael Reif, with Shareholder No. 545784XXX, as Independent Director
4.10
The TJX Companies, Inc.
Meeting Date: 06/08/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 872540109
Ticker: TJX
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The TJX Companies, Inc.
Shares Voted: 1,763,899
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Zein Abdalla Mgmt For For For
Mgmt ForForForElect Director Jose B. Alvarez 1b
Mgmt ForForForElect Director Alan M. Bennett 1c
Mgmt ForForForElect Director Rosemary T. Berkery 1d
Mgmt ForForForElect Director David T. Ching 1e
Mgmt ForForForElect Director C. Kim Goodwin 1f
Mgmt ForForForElect Director Ernie Herrman 1g
Mgmt ForForForElect Director Michael F. Hines 1h
Mgmt ForForForElect Director Amy B. Lane 1i
Mgmt ForForForElect Director Carol Meyrowitz 1j
Mgmt ForForForElect Director Jackwyn L. Nemerov 1k
Mgmt ForForForElect Director John F. O'Brien 1l
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReport on Animal Welfare 4
SH AgainstAgainstAgainstReport on Pay Disparity 5
Tiptree Inc.
Meeting Date: 06/08/2021
Record Date: 04/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 88822Q103
Ticker: TIPT
Shares Voted: 29,747
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael G. Barnes Mgmt For For For
Mgmt WithholdWithholdForElect Director Dominique Mielle 1.2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TripAdvisor, Inc.
Meeting Date: 06/08/2021
Record Date: 04/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 896945201
Ticker: TRIP
Shares Voted: 28
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Gregory B. Maffei Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Stephen Kaufer 1.2
Mgmt WithholdWithholdForElect Director Jay C. Hoag 1.3
Mgmt ForForForElect Director Betsy L. Morgan 1.4
Mgmt ForForForElect Director M. Greg O'Hara 1.5
Mgmt ForForForElect Director Jeremy Philips 1.6
Mgmt WithholdWithholdForElect Director Albert E. Rosenthaler 1.7
Mgmt WithholdWithholdForElect Director Jane Jie Sun 1.8
Mgmt ForForForElect Director Trynka Shineman Blake 1.9
Mgmt ForForForElect Director Robert S. Wiesenthal 1.10
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Universal Electronics Inc.
Meeting Date: 06/08/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 913483103
Ticker: UEIC
Shares Voted: 2,962
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Director Paul D. Arling Mgmt For For For
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Grant Thornton LLP as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
BJ's Restaurants, Inc.
Meeting Date: 06/09/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 09180C106
Ticker: BJRI
Shares Voted: 2,505
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Peter 'Pete' A. Bassi Mgmt For For For
Mgmt ForForForElect Director Larry D. Bouts 1.2
Mgmt ForForForElect Director Bina Chaurasia 1.3
Mgmt ForForForElect Director James 'Jim' A. Dal Pozzo 1.4
Mgmt ForForForElect Director Gerald 'Jerry' W. Deitchle 1.5
Mgmt ForForForElect Director Noah A. Elbogen 1.6
Mgmt ForForForElect Director Lea Anne S. Ottinger 1.7
Mgmt ForForForElect Director Keith E. Pascal 1.8
Mgmt ForForForElect Director Janet M. Sherlock 1.9
Mgmt ForForForElect Director Gregory A. Trojan 1.10
Mgmt ForForForElect Director Patrick D. Walsh 1.11
Mgmt ForForForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Caterpillar Inc.
Meeting Date: 06/09/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 149123101
Ticker: CAT
Shares Voted: 1,315,055
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kelly A. Ayotte Mgmt For For For
Mgmt ForForForElect Director David L. Calhoun 1.2
Mgmt ForForForElect Director Daniel M. Dickinson 1.3
Mgmt ForForForElect Director Gerald Johnson 1.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Caterpillar Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director David W. MacLennan 1.5
Mgmt ForForForElect Director Debra L. Reed-Klages 1.6
Mgmt ForForForElect Director Edward B. Rust, Jr. 1.7
Mgmt ForForForElect Director Susan C. Schwab 1.8
Mgmt ForForForElect Director D. James Umpleby, III 1.9
Mgmt ForForForElect Director Miles D. White 1.10
Mgmt ForForForElect Director Rayford Wilkins, Jr. 1.11
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForReferAgainstReport on Climate Policy 4
SH AgainstForAgainstReport on Diversity and Inclusion Efforts 5
SH AgainstAgainstAgainstAmend Certificate of Incorporate to become Public Benefit Corporation
6
SH ForForAgainstProvide Right to Act by Written Consent 7
Dick's Sporting Goods, Inc.
Meeting Date: 06/09/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 253393102
Ticker: DKS
Shares Voted: 66,870
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director William J. Colombo Mgmt For For For
Mgmt ForForForElect Director Sandeep Mathrani 1b
Mgmt ForForForElect Director Desiree Ralls-Morrison 1c
Mgmt ForForForElect Director Larry D. Stone 1d
Mgmt ForForForDeclassify the Board of Directors 2
Mgmt ForForForApprove Increase in Size of Board 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Dick's Sporting Goods, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 6
Expedia Group, Inc.
Meeting Date: 06/09/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 30212P303
Ticker: EXPE
Shares Voted: 156,269
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Samuel Altman Mgmt For For For
Mgmt ForForForElect Director Beverly Anderson 1b
Mgmt ForForForElect Director Susan Athey 1c
Mgmt WithholdWithholdForElect Director Chelsea Clinton 1d
Mgmt ForForForElect Director Barry Diller 1e
MgmtElect Director Jon Gieselman - Withdrawn 1f
Mgmt WithholdWithholdForElect Director Craig Jacobson 1g
Mgmt ForForForElect Director Peter Kern 1h
Mgmt ForForForElect Director Dara Khosrowshahi 1i
Mgmt ForForForElect Director Patricia Menendez-Cambo 1j
Mgmt ForForForElect Director Greg Mondre 1k
MgmtElect Director David Sambur - Withdrawn 1l
Mgmt ForForForElect Director Alex von Furstenberg 1m
Mgmt ForForForElect Director Julie Whalen 1n
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstAgainstReport on Political Contributions and Expenditures
4
Hellenic Telecommunications Organization SA
Meeting Date: 06/09/2021
Record Date: 06/03/2021
Country: Greece
Meeting Type: Annual
Primary Security ID: X3258B102
Ticker: HTO
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hellenic Telecommunications Organization SA
Shares Voted: 164,730
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Annual Meeting Agenda Mgmt
Mgmt ForForForApprove Financial Statements, Statutory Reports and Income Allocation
1
MgmtReceive Audit Committee's Activity Report 2
Mgmt ForForForApprove Management of Company and Grant Discharge to Auditors
3
Mgmt ForForForRatify Auditors 4
Mgmt ForForForApprove Remuneration of Directors and Members of Committees
5
Mgmt ForForForApprove Remuneration of Certain Board Members
6
Mgmt ForForForAdvisory Vote on Remuneration Report 7
Mgmt ForForForApprove Director and Officer Liability Contracts
8
MgmtAnnouncement on Related Party Transactions 9
Mgmt ForForForApprove Reduction in Issued Share Capital 10
Mgmt ForForForApprove Suitability Policy for Directors 11
MgmtElect Directors: Items 12.1-12.10: Please Vote FOR up to Ten Directors; Otherwise Please ABSTAIN
MgmtShareholder Proposals 12.1-12.6, 12.8 and 12.10 Submitted by Deutsche Telekom AG and 12.7 and 12.9 Submitted by Hellenic Republic
SH AbstainAbstainNoneElect Michael Tsamaz as Director 12.1
SH AbstainAbstainNoneElect Charalampos Mazarakis as Director 12.2
SH AbstainAbstainNoneElect Robert Hauber as Director 12.3
SH AbstainAbstainNoneElect Kyra Orth as Director 12.4
SH AbstainAbstainNoneElect Dominique Leroy as Director 12.5
SH AbstainAbstainNoneElect Michael Wilkens as Director 12.6
SH AbstainAbstainNoneElect Gregory Zarifopoulos as Director 12.7
SH ForForNoneElect Eelco Blok as Independent Director 12.8
SH ForForNoneElect Dimitris Georgoutsos as Independent Director
12.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hellenic Telecommunications Organization SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForForNoneElect Catherine Dorlodot as Independent Director
12.10
SH ForForNoneApprove Type, Composition and Tenure of the Audit Committee
13
Mgmt ForForForAuthorize Board to Participate in Companies with Similar Business Interests
14
MgmtVarious Announcements 15
Kosmos Energy Ltd.
Meeting Date: 06/09/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 500688106
Ticker: KOS
Shares Voted: 7,602,683
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Adebayo (Bayo) O. Ogunlesi Mgmt For For For
Mgmt ForForForElect Director Deanna L. Goodwin 1.2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Nexstar Media Group, Inc.
Meeting Date: 06/09/2021
Record Date: 04/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 65336K103
Ticker: NXST
Shares Voted: 399,889
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Perry A. Sook Mgmt For For For
Mgmt ForForForElect Director Geoff D. Armstrong 1.2
Mgmt ForForForElect Director Jay M. Grossman 1.3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Nexstar Media Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Target Corporation
Meeting Date: 06/09/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 87612E106
Ticker: TGT
Shares Voted: 1,983
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Douglas M. Baker, Jr. Mgmt For For For
Mgmt ForForForElect Director George S. Barrett 1b
Mgmt ForForForElect Director Brian C. Cornell 1c
Mgmt ForForForElect Director Robert L. Edwards 1d
Mgmt ForForForElect Director Melanie L. Healey 1e
Mgmt ForForForElect Director Donald R. Knauss 1f
Mgmt ForForForElect Director Christine A. Leahy 1g
Mgmt ForForForElect Director Monica C. Lozano 1h
Mgmt ForForForElect Director Mary E. Minnick 1i
Mgmt ForForForElect Director Derica W. Rice 1j
Mgmt ForForForElect Director Kenneth L. Salazar 1k
Mgmt ForForForElect Director Dmitri L. Stockton 1l
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstAmend Proxy Access Right 4
Thryv Holdings, Inc.
Meeting Date: 06/09/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 886029206
Ticker: THRY
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Thryv Holdings, Inc.
Shares Voted: 34,449
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Amer Akhtar Mgmt For For For
Mgmt ForForForElect Director Bonnie Kintzer 1.2
Mgmt ForForForElect Director Lauren Vaccarello 1.3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Ameris Bancorp
Meeting Date: 06/10/2021
Record Date: 04/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03076K108
Ticker: ABCB
Shares Voted: 265,701
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director William I. Bowen, Jr. Mgmt For For For
Mgmt ForForForElect Director Rodney D. Bullard 1.2
Mgmt ForForForElect Director Wm. Millard Choate 1.3
Mgmt ForForForElect Director R. Dale Ezzell 1.4
Mgmt ForForForElect Director Leo J. Hill 1.5
Mgmt ForForForElect Director Daniel B. Jeter 1.6
Mgmt ForForForElect Director Robert P. Lynch 1.7
Mgmt ForForForElect Director Elizabeth A. McCague 1.8
Mgmt ForForForElect Director James B. Miller, Jr. 1.9
Mgmt ForForForElect Director Gloria A. O'Neal 1.10
Mgmt ForForForElect Director H. Palmer Proctor, Jr. 1.11
Mgmt ForForForElect Director William H. Stern 1.12
Mgmt ForForForElect Director Jimmy D. Veal 1.13
Mgmt ForForForRatify Crowe LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ameris Bancorp
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Brenntag SE
Meeting Date: 06/10/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D12459117
Ticker: BNR
Shares Voted: 85,311
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForForApprove Allocation of Income and Dividends of EUR 1.35 per Share
2
Mgmt ForForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForForRatify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021
5
Mgmt ForForForApprove Remuneration Policy for the Management Board
6
Mgmt ForForForApprove Remuneration of Supervisory Board 7.1
Mgmt ForForForApprove Remuneration Policy for the Supervisory Board
7.2
Copper Mountain Mining Corporation
Meeting Date: 06/10/2021
Record Date: 04/26/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 21750U101
Ticker: CMMC
Shares Voted: 63,293
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Fix Number of Directors at Eight Mgmt For For For
Mgmt ForForForElect Director Bruce Aunger 2A
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Copper Mountain Mining Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michele Buchignani 2B
Mgmt ForForForElect Director Gilmour Clausen 2C
Mgmt ForForForElect Director Edward Dowling 2D
Mgmt ForForForElect Director M. Stephen Enders 2E
Mgmt ForForForElect Director Paula Rogers 2F
Mgmt WithholdWithholdForElect Director Peter Sullivan 2G
Mgmt ForForForElect Director William Washington 2H
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
4
DaVita Inc.
Meeting Date: 06/10/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 23918K108
Ticker: DVA
Shares Voted: 96,791
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Pamela M. Arway Mgmt For For For
Mgmt ForForForElect Director Charles G. Berg 1b
Mgmt ForForForElect Director Barbara J. Desoer 1c
Mgmt ForForForElect Director Paul J. Diaz 1d
MgmtElect Director Shawn M. Guertin *Withdrawn Resolution*
1e
Mgmt ForForForElect Director John M. Nehra 1f
Mgmt ForForForElect Director Paula A. Price 1g
Mgmt ForForForElect Director Javier J. Rodriguez 1h
Mgmt ForForForElect Director Phyllis R. Yale 1i
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
DaVita Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
SH ForReferAgainstReport on Political Contributions 4
Discovery, Inc.
Meeting Date: 06/10/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 25470F104
Ticker: DISCA
Shares Voted: 21
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert R. Beck Mgmt For Withhold Withhold
Mgmt ForForForElect Director Robert L. Johnson 1.2
Mgmt WithholdWithholdForElect Director J. David Wargo 1.3
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Dollar Tree, Inc.
Meeting Date: 06/10/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 256746108
Ticker: DLTR
Shares Voted: 126,941
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Arnold S. Barron Mgmt For For For
Mgmt ForForForElect Director Gregory M. Bridgeford 1b
Mgmt ForForForElect Director Thomas W. Dickson 1c
Mgmt ForForForElect Director Lemuel E. Lewis 1d
Mgmt ForForForElect Director Jeffrey G. Naylor 1e
Mgmt ForForForElect Director Winnie Y. Park 1f
Mgmt ForForForElect Director Bob Sasser 1g
Mgmt ForForForElect Director Stephanie P. Stahl 1h
Mgmt ForForForElect Director Carrie A. Wheeler 1i
Mgmt ForForForElect Director Thomas E. Whiddon 1j
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Dollar Tree, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michael A. Witynski 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForApprove Omnibus Stock Plan 4
EMCOR Group, Inc.
Meeting Date: 06/10/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29084Q100
Ticker: EME
Shares Voted: 129,520
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John W. Altmeyer Mgmt For For For
Mgmt ForForForElect Director Anthony J. Guzzi 1b
Mgmt ForForForElect Director Ronald L. Johnson 1c
Mgmt ForForForElect Director David H. Laidley 1d
Mgmt ForForForElect Director Carol P. Lowe 1e
Mgmt ForForForElect Director M. Kevin McEvoy 1f
Mgmt ForForForElect Director William P. Reid 1g
Mgmt ForForForElect Director Steven B. Schwarzwaelder 1h
Mgmt ForForForElect Director Robin Walker-Lee 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstProvide Right to Act by Written Consent 4
FLEETCOR Technologies, Inc.
Meeting Date: 06/10/2021
Record Date: 04/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 339041105
Ticker: FLT
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
FLEETCOR Technologies, Inc.
Shares Voted: 1,843
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Steven T. Stull Mgmt For Against Against
Mgmt ForForForElect Director Michael Buckman 1b
Mgmt AgainstAgainstForElect Director Thomas M. Hagerty 1c
Mgmt ForForForElect Director Mark A. Johnson 1d
Mgmt ForForForElect Director Archie L. Jones, Jr. 1e
Mgmt ForForForElect Director Hala G. Moddelmog 1f
Mgmt ForForForElect Director Jeffrey S. Sloan 1g
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
Global Mixed-Mode Technology, Inc.
Meeting Date: 06/10/2021
Record Date: 04/09/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y2717S101
Ticker: 8081
Shares Voted: 210,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Report and Financial Statements
Mgmt For For For
Mgmt ForForForApprove Profit Distribution 2
Kindred Group Plc
Meeting Date: 06/10/2021
Record Date: 05/31/2021
Country: Malta
Meeting Type: Extraordinary Shareholders
Primary Security ID: X4S1CH103
Ticker: KIND
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kindred Group Plc
Shares Voted: 32,411
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Extraordinary Meeting Agenda for Holders of Swedish Depository Receipts
Mgmt
MgmtOpen Meeting 1
MgmtElect Chairman of Meeting 2
MgmtPrepare and Approve the Register of Shareholders Entitled to Vote
3
MgmtApprove Agenda 4
MgmtDesignate Inspector or Shareholder Representative(s) of Minutes of Meeting
5
MgmtDetermine Whether the Meeting has been Duly Convened
6
Mgmt ForForForAuthorize Share Repurchase Program 7
Mgmt ForForForApprove Reduction in Share Capital via Share Cancellation
8
MgmtClose Meeting 9
LHC Group, Inc.
Meeting Date: 06/10/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 50187A107
Ticker: LHCG
Shares Voted: 2,807
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Keith G. Myers Mgmt For For For
Mgmt ForForForElect Director Ronald T. Nixon 1.2
Mgmt ForForForElect Director W. Earl Reed, III 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Live Nation Entertainment, Inc.
Meeting Date: 06/10/2021
Record Date: 04/14/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 538034109
Ticker: LYV
Shares Voted: 208,159
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Maverick Carter Mgmt For For For
MgmtElect Director Ari Emanuel - Withdrawn 1.2
Mgmt ForForForElect Director Ping Fu 1.3
Mgmt ForForForElect Director Jeffrey T. Hinson 1.4
Mgmt ForForForElect Director Chad Hollingsworth 1.5
Mgmt ForForForElect Director James Iovine 1.6
Mgmt ForForForElect Director James S. Kahan 1.7
Mgmt AgainstAgainstForElect Director Gregory B. Maffei 1.8
Mgmt ForForForElect Director Randall T. Mays 1.9
Mgmt ForForForElect Director Michael Rapino 1.10
Mgmt ForForForElect Director Mark S. Shapiro 1.11
Mgmt ForForForElect Director Dana Walden 1.12
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
PRA Group, Inc.
Meeting Date: 06/10/2021
Record Date: 04/14/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 69354N106
Ticker: PRAA
Shares Voted: 477,190
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Vikram A. Atal Mgmt For For For
Mgmt ForForForElect Director Danielle M. Brown 1.2
Mgmt ForForForElect Director Marjorie M. Connelly 1.3
Mgmt ForForForElect Director John H. Fain 1.4
Mgmt ForForForElect Director Steven D. Fredrickson 1.5
Mgmt ForForForElect Director James A. Nussle 1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PRA Group, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Brett L. Paschke 1.7
Mgmt ForForForElect Director Kevin P. Stevenson 1.8
Mgmt ForForForElect Director Scott M. Tabakin 1.9
Mgmt ForForForElect Director Lance L. Weaver 1.10
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Stelco Holdings Inc.
Meeting Date: 06/10/2021
Record Date: 05/03/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 858522105
Ticker: STLC
Shares Voted: 3,291
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Monty Baker Mgmt For For For
Mgmt WithholdWithholdForElect Director Michael W. Dees 1.2
Mgmt ForForForElect Director Alan E. Goldberg 1.3
Mgmt ForForForElect Director Alan Kestenbaum 1.4
Mgmt ForForForElect Director Jacob Lew 1.5
Mgmt ForForForElect Director Michael Mueller 1.6
Mgmt ForForForElect Director Heather Ross 1.7
Mgmt ForForForElect Director Indira Samarasekera 1.8
Mgmt ForForForElect Director Daryl Wilson 1.9
Mgmt ForForForApprove KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt AgainstAgainstForApprove Advance Notice Requirement 3
TravelCenters of America Inc.
Meeting Date: 06/10/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89421B109
Ticker: TA
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TravelCenters of America Inc.
Shares Voted: 2,568
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Barbara D. Gilmore Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Elena B. Poptodorova 1.2
Mgmt WithholdWithholdForElect Director Adam D. Portnoy 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify RSM US LLP as Auditors 4
Venator Materials Plc
Meeting Date: 06/10/2021
Record Date: 04/15/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G9329Z100
Ticker: VNTR
Shares Voted: 84,316
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Barry B. Siadat Mgmt For For For
Mgmt ForForForElect Director Simon Turner 1b
Mgmt ForForForElect Director Aaron C. Davenport 1c
Mgmt AgainstAgainstForElect Director Daniele Ferrari 1d
Mgmt ForForForElect Director Peter R. Huntsman 1e
Mgmt ForForForElect Director Heike van de Kerkhof 1f
Mgmt ForForForElect Director Vir Lakshman 1g
Mgmt ForForForElect Director Kathy D. Patrick 1h
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAccept Financial Statements and Statutory Reports
3
Mgmt ForForForApprove Remuneration Report 4
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 5
Mgmt ForForForReappoint Deloitte LLP as U.K. Statutory Auditor
6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Venator Materials Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise Directors or the Audit Committee to Fix Remuneration of Auditors
7
Mgmt ForForForAuthorise UK Political Donations and Expenditure
8
AMERISAFE, Inc.
Meeting Date: 06/11/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03071H100
Ticker: AMSF
Shares Voted: 4,706
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Philip A. Garcia Mgmt For For For
Mgmt ForForForElect Director Millard E. Morris 1.2
Mgmt ForForForElect Director Randall E. Roach 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Echo Global Logistics, Inc.
Meeting Date: 06/11/2021
Record Date: 04/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 27875T101
Ticker: ECHO
Shares Voted: 3,106
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Douglas R. Waggoner Mgmt For For For
Mgmt ForForForElect Director Samuel K. Skinner 1b
Mgmt ForForForElect Director Matthew Ferguson 1c
Mgmt AgainstAgainstForElect Director David Habiger 1d
Mgmt ForForForElect Director William M. Farrow, III 1e
Mgmt ForForForElect Director Virginia L. Henkels 1f
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Echo Global Logistics, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
ESH Hospitality, Inc.
Meeting Date: 06/11/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Special
Primary Security ID: 26907Y104
Ticker: N/A
Shares Voted: 779,215
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Extended Stay America, Inc.
Meeting Date: 06/11/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Proxy Contest
Primary Security ID: 30224P200
Ticker: STAY
Shares Voted: 779,215
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proxy (White Proxy Card) Mgmt
Mgmt AgainstForForApprove Merger Agreement 1
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
MgmtDissident Proxy (Gold Proxy Card)
Mgmt Do Not Vote
Do Not Vote
AgainstApprove Merger Agreement 1
Mgmt Do Not Vote
Do Not Vote
AgainstAdvisory Vote on Golden Parachutes 2
Mgmt Do Not Vote
Do Not Vote
AgainstAdjourn Meeting 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Regeneron Pharmaceuticals, Inc.
Meeting Date: 06/11/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 75886F107
Ticker: REGN
Shares Voted: 4
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director N. Anthony Coles Mgmt For For For
Mgmt ForForForElect Director Arthur F. Ryan 1b
Mgmt AgainstAgainstForElect Director George L. Sing 1c
Mgmt AgainstAgainstForElect Director Marc Tessier-Lavigne 1d
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Universal Insurance Holdings, Inc.
Meeting Date: 06/11/2021
Record Date: 04/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 91359V107
Ticker: UVE
Shares Voted: 27,423
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Scott P. Callahan Mgmt For For For
Mgmt ForForForElect Director Kimberly D. Campos 1.2
Mgmt ForForForElect Director Stephen J. Donaghy 1.3
Mgmt ForForForElect Director Sean P. Downes 1.4
Mgmt ForForForElect Director Marlene M. Gordon 1.5
Mgmt ForForForElect Director Richard D. Peterson 1.6
Mgmt ForForForElect Director Michael A. Pietrangelo 1.7
Mgmt ForForForElect Director Ozzie A. Schindler 1.8
Mgmt ForForForElect Director Jon W. Springer 1.9
Mgmt ForForForElect Director Joel M. Wilentz 1.10
Mgmt AgainstAgainstForApprove Omnibus Stock Plan 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Plante & Moran, PLLC as Auditors 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
General Motors Company
Meeting Date: 06/14/2021
Record Date: 04/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 37045V100
Ticker: GM
Shares Voted: 206
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mary T. Barra Mgmt For For For
Mgmt ForForForElect Director Wesley G. Bush 1b
Mgmt ForForForElect Director Linda R. Gooden 1c
Mgmt ForForForElect Director Joseph Jimenez 1d
Mgmt ForForForElect Director Jane L. Mendillo 1e
Mgmt ForForForElect Director Judith A. Miscik 1f
Mgmt ForForForElect Director Patricia F. Russo 1g
Mgmt ForForForElect Director Thomas M. Schoewe 1h
Mgmt ForForForElect Director Carol M. Stephenson 1i
Mgmt ForForForElect Director Mark A. Tatum 1j
Mgmt ForForForElect Director Devin N. Wenig 1k
Mgmt ForForForElect Director Margaret C. Whitman 1l
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
SH ForForAgainstProvide Right to Act by Written Consent 4
SH AgainstReferAgainstReport on GHG Emissions Targets as a Performance Element of Executive Compensation
5
Trinseo S.A.
Meeting Date: 06/14/2021
Record Date: 04/20/2021
Country: Luxembourg
Meeting Type: Annual
Primary Security ID: L9340P101
Ticker: TSE
Shares Voted: 131,624
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForApprove Increase in Size of Board 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Trinseo S.A.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove the Irish PLC Constitution 3
Mgmt AgainstAgainstForApprove Changes in Share Capital 4a
Mgmt AgainstAgainstForApprove Change in Board's Discretion to Issue Shares
4b
Mgmt ForForForApprove Change in Advance Notice Requirements for Shareholder Proposals
4c
Mgmt ForForForApprove Creation of Distributable Reserves 5
Mgmt ForForForElect Director K'lynne Johnson 6a
Mgmt ForForForElect Director Joseph Alvarado 6b
Mgmt ForForForElect Director Frank A. Bozich 6c
Mgmt ForForForElect Director Jeffrey J. Cote 6d
Mgmt ForForForElect Director Pierre-Marie De Leener 6e
Mgmt ForForForElect Director Sandra Beach Lin 6f
Mgmt ForForForElect Director Jeanmarie Desmond 6g
Mgmt ForForForElect Director Matthew Farrell 6h
Mgmt ForForForElect Director Philip R. Martens 6i
Mgmt ForForForElect Director Donald T. Misheff 6j
Mgmt ForForForElect Director Henri Steinmetz 6k
Mgmt ForForForElect Director Mark Tomkins 6l
Mgmt ForForForElect Director Victoria Brifo 7
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
8
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 9
Mgmt ForForForApprove Changes to Director Compensation Program
10
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
11
Mgmt ForForForApprove Allocation of Income and Dividends 12
Mgmt ForForForApprove Discharge of Directors and Auditors 13
Mgmt ForForForRatify PricewaterhouseCoopers Societe cooperative as Internal Statutory Auditor
14
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
15
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AerSale Corporation
Meeting Date: 06/15/2021
Record Date: 04/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00810F106
Ticker: ASLE
Shares Voted: 9,450
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Nicolas Finazzo Mgmt For For For
Mgmt ForForForElect Director Robert B. Nichols 1b
Mgmt ForForForElect Director Sai S. Devabhaktuni 1c
Mgmt ForForForElect Director C. Robert Kehler 1d
Mgmt ForForForElect Director Michael Kirton 1e
Mgmt AgainstAgainstForElect Director Peter Nolan 1f
Mgmt AgainstAgainstForElect Director Jonathan Seiffer 1g
Mgmt ForForForElect Director Richard J. Townsend 1h
Mgmt ForForForElect Director Eric J. Zahler 1h
Mgmt ForForForRatify Grant Thornton LLP as Auditors 2
Mgmt ForForForAmend Certificate of Incorporation in Relation to Director Removal and Director Vacancy Provision
3
Builders FirstSource, Inc.
Meeting Date: 06/15/2021
Record Date: 04/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 12008R107
Ticker: BLDR
Shares Voted: 279,109
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Cleveland A. Christophe Mgmt For Withhold Withhold
Mgmt ForForForElect Director David E. Flitman 1.2
Mgmt ForForForElect Director W. Bradley Hayes 1.3
Mgmt ForForForElect Director Brett N. Milgrim 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
eBay Inc.
Meeting Date: 06/15/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 278642103
Ticker: EBAY
Shares Voted: 1,188,015
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Anthony J. Bates Mgmt For For For
Mgmt ForForForElect Director Adriane M. Brown 1b
Mgmt ForForForElect Director Diana Farrell 1c
Mgmt ForForForElect Director Logan D. Green 1d
Mgmt ForForForElect Director Bonnie S. Hammer 1e
Mgmt ForForForElect Director E. Carol Hayles 1f
Mgmt ForForForElect Director Jamie Iannone 1g
Mgmt ForForForElect Director Kathleen C. Mitic 1h
Mgmt ForForForElect Director Matthew J. Murphy 1i
Mgmt ForForForElect Director Paul S. Pressler 1j
Mgmt ForForForElect Director Mohak Shroff 1k
Mgmt ForForForElect Director Robert H. Swan 1l
Mgmt ForForForElect Director Perry M. Traquina 1m
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstImprove Principles of Executive Compensation Program
4
SH ForForAgainstProvide Right to Act by Written Consent 5
ICON plc
Meeting Date: 06/15/2021
Record Date: 04/26/2021
Country: Ireland
Meeting Type: Special
Primary Security ID: G4705A100
Ticker: ICLR
Shares Voted: 200,813
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
ICON plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdjourn Meeting 2
Jumbo SA
Meeting Date: 06/15/2021
Record Date: 06/09/2021
Country: Greece
Meeting Type: Annual
Primary Security ID: X4114P111
Ticker: BELA
Shares Voted: 53,612
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Postponed Meeting Agenda Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports
1
MgmtReceive Audit Committee's Activity Report 2
Mgmt ForForForRatify Previously Approved Decision on Distribution of Special Dividend
3
Mgmt ForForForApprove Allocation of Income and Non-Distribution of Dividends
4
Mgmt ForForForApprove Management of Company and Grant Discharge to Auditors
5
Mgmt ForForForApprove Remuneration of Certain Board Members
6
Mgmt ForForForApprove Auditors and Fix Their Remuneration 7
Mgmt ForForForAdvisory Vote on Remuneration Report 8
Mgmt ForForForApprove Suitability Policy for Directors 9
Mgmt ForForForApprove Remuneration Policy 10
Mgmt ForForForAllow Shareholder Meetings to be Held in Virtual-Only Format
11
Mgmt ForForForElect Directors (Bundled) 12
Mgmt ForForForApprove Type and Term of Office of the Audit Committee
13
MetLife, Inc.
Meeting Date: 06/15/2021
Record Date: 04/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 59156R108
Ticker: MET
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
MetLife, Inc.
Shares Voted: 62
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Cheryl W. Grise Mgmt For For For
Mgmt ForForForElect Director Carlos M. Gutierrez 1b
Mgmt ForForForElect Director Gerald L. Hassell 1c
Mgmt ForForForElect Director David L. Herzog 1d
Mgmt ForForForElect Director R. Glenn Hubbard 1e
Mgmt ForForForElect Director Edward J. Kelly, III 1f
Mgmt ForForForElect Director William E. Kennard 1g
Mgmt ForForForElect Director Michel A. Khalaf 1h
Mgmt ForForForElect Director Catherine R. Kinney 1i
Mgmt ForForForElect Director Diana L. McKenzie 1j
Mgmt ForForForElect Director Denise M. Morrison 1k
Mgmt ForForForElect Director Mark A. Weinberger 1l
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
NexTier Oilfield Solutions Inc.
Meeting Date: 06/15/2021
Record Date: 04/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 65290C105
Ticker: NEX
Shares Voted: 2,376,935
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Robert W. Drummond Mgmt For For For
Mgmt AgainstAgainstForElect Director Stuart M. Brightman 1b
Mgmt ForForForElect Director Gary M. Halverson 1c
Mgmt ForForForElect Director Patrick M. Murray 1d
Mgmt ForReferForElect Director Amy H. Nelson 1e
Mgmt AgainstAgainstForElect Director Melvin G. Riggs 1f
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NexTier Oilfield Solutions Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Michael Roemer 1g
Mgmt ForForForElect Director James C. Stewart 1h
Mgmt ForForForElect Director Scott R. Wille 1i
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Pactiv Evergreen, Inc.
Meeting Date: 06/15/2021
Record Date: 04/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 69526K105
Ticker: PTVE
Shares Voted: 9,427
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jonathan Rich Mgmt For For For
Mgmt ForForForElect Director LeighAnne Baker 1.2
Mgmt WithholdWithholdForElect Director Allen Hugli 1.3
Mgmt ForForForElect Director Michael King 1.4
Mgmt ForForForElect Director Rolf Stangl 1.5
Mgmt ForForForElect Director Felicia Thornton 1.6
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Vertiv Holdings Co.
Meeting Date: 06/15/2021
Record Date: 04/20/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 92537N108
Ticker: VRT
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Vertiv Holdings Co.
Shares Voted: 4,119,467
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director David M. Cote Mgmt For For For
Mgmt ForForForElect Director Rob Johnson 1b
Mgmt AgainstAgainstForElect Director Joseph van Dokkum 1c
Mgmt AgainstAgainstForElect Director Roger Fradin 1d
Mgmt ForForForElect Director Jacob Kotzubei 1e
Mgmt ForForForElect Director Matthew Louie 1f
Mgmt AgainstAgainstForElect Director Edward L. Monser 1g
Mgmt ForForForElect Director Steven S. Reinemund 1h
Mgmt ForForForElect Director Robin L. Washington 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Mgmt ForForForAmend Certificate of Incorporation 5
Western Alliance Bancorp.
Meeting Date: 06/15/2021
Record Date: 04/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 957638109
Ticker: WAL
Shares Voted: 9,791
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Bruce Beach Mgmt For For For
Mgmt ForForForElect Director Juan Figuereo 1.2
Mgmt ForForForElect Director Howard Gould 1.3
Mgmt ForForForElect Director Steven Hilton 1.4
Mgmt ForForForElect Director Marianne Boyd Johnson 1.5
Mgmt ForForForElect Director Robert Latta 1.6
Mgmt ForForForElect Director Adriane McFetridge 1.7
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Western Alliance Bancorp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Michael Patriarca 1.8
Mgmt ForForForElect Director Robert Sarver 1.9
Mgmt ForForForElect Director Bryan Segedi 1.10
Mgmt ForForForElect Director Donald Snyder 1.11
Mgmt ForForForElect Director Sung Won Sohn 1.12
Mgmt ForForForElect Director Kenneth A. Vecchione 1.13
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify RSM US LLP as Auditors 3
Altice USA, Inc.
Meeting Date: 06/16/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 02156K103
Ticker: ATUS
Shares Voted: 649,890
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Patrick Drahi Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Gerrit Jan Bakker 1b
MgmtElect Director Manon Brouillette *Withdrawn Resolution*
1c
Mgmt AgainstAgainstForElect Director David Drahi 1d
Mgmt AgainstAgainstForElect Director Dexter Goei 1e
Mgmt AgainstAgainstForElect Director Mark Mullen 1f
Mgmt AgainstAgainstForElect Director Dennis Okhuijsen 1g
Mgmt AgainstAgainstForElect Director Charles Stewart 1h
Mgmt AgainstAgainstForElect Director Raymond Svider 1i
Mgmt ForForForRatify KPMG LLP as Auditors 2
Best Buy Co., Inc.
Meeting Date: 06/16/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 086516101
Ticker: BBY
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Best Buy Co., Inc.
Shares Voted: 961,977
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Corie S. Barry Mgmt For For For
Mgmt ForForForElect Director Lisa M. Caputo 1b
Mgmt ForForForElect Director J. Patrick Doyle 1c
Mgmt ForForForElect Director David W. Kenny 1d
Mgmt ForForForElect Director Mario J. Marte 1e
Mgmt ForForForElect Director Karen A. McLoughlin 1f
Mgmt ForForForElect Director Thomas L. "Tommy" Millner 1g
Mgmt ForForForElect Director Claudia F. Munce 1h
Mgmt ForForForElect Director Richelle P. Parham 1i
Mgmt ForForForElect Director Steven E. Rendle 1j
Mgmt ForForForElect Director Eugene A. Woods 1k
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
IAA, Inc.
Meeting Date: 06/16/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 449253103
Ticker: IAA
Shares Voted: 19
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director William (Bill) Breslin Mgmt For For For
Mgmt ForForForElect Director Brian Bales 1b
Mgmt ForForForElect Director Olaf Kastner 1c
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ingersoll Rand Inc.
Meeting Date: 06/16/2021
Record Date: 04/20/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45687V106
Ticker: IR
Shares Voted: 25
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Declassify the Board of Directors Mgmt For For For
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Certificate of Incorporation
2
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Bylaws
3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
MgmtIf Proposal 1 is Approved, Elect Ten Director Nominees
Mgmt ForForForElect Director Peter M. Stavros 6a.1
Mgmt ForForForElect Director Kirk E. Arnold 6a.2
Mgmt ForForForElect Director Elizabeth Centoni 6a.3
Mgmt ForForForElect Director William P. Donnelly 6a.4
Mgmt ForForForElect Director Gary D. Forsee 6a.5
Mgmt ForForForElect Director John Humphrey 6a.6
Mgmt ForForForElect Director Marc E. Jones 6a.7
Mgmt ForForForElect Director Vicente Reynal 6a.8
Mgmt ForForForElect Director Joshua T. Weisenbeck 6a.9
Mgmt ForForForElect Director Tony L. White 6a.10
MgmtIf Proposal 1 is Not Approved, Elect Four Class I Director Nominees
Mgmt ForForForElect Director Peter M. Stavros 6b.11
Mgmt ForForForElect Director Elizabeth Centoni 6b.12
Mgmt ForForForElect Director Gary D. Forsee 6b.13
Mgmt ForForForElect Director Tony L. White 6b.14
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Longfor Group Holdings Limited
Meeting Date: 06/16/2021
Record Date: 06/09/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G5635P109
Ticker: 960
Shares Voted: 239,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt AgainstAgainstForElect Zhao Yi as Director 3.1
Mgmt AgainstAgainstForElect Frederick Peter Churchouse as Director 3.2
Mgmt AgainstAgainstForElect Zeng Ming as Director 3.3
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
3.4
Mgmt ForForForApprove Deloitte Touche Tohmatsu as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 7
Natus Medical Incorporated
Meeting Date: 06/16/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 639050103
Ticker: NTUS
Shares Voted: 6,362
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ilan Daskal Mgmt For Against Against
Mgmt ForForForElect Director Lisa Wipperman Heine 1b
Mgmt ForForForElect Director Jonathan A. Kennedy 1c
Mgmt AgainstAgainstForElect Director Joshua H. Levine 1d
Mgmt ForForForElect Director Barbara R. Paul 1e
Mgmt AgainstAgainstForElect Director Alice D. Schroeder 1f
Mgmt ForForForElect Director Thomas J. Sullivan 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Natus Medical Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Tripod Technology Corp.
Meeting Date: 06/16/2021
Record Date: 04/16/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y8974X105
Ticker: 3044
Shares Voted: 556,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements Mgmt For For For
Mgmt ForForForApprove Profit Distribution 2
Mgmt ForForForAmend Rules and Procedures Regarding Shareholder's General Meeting
3
Mgmt ForForForApprove Amendments to Articles of Association
4
MgmtELECT NON-INDEPENDENT DIRECTORS AND INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt ForForForElect Jing-Chun Wang, with Shareholder NO.1, as Non-Independent Director
5.1
Mgmt ForForForElect Jing-Xiu Hu, with Shareholder NO.167, as Non-Independent Director
5.2
Mgmt ForForForElect Chao-Kuei Hsu, with Shareholder NO.6, as Non-Independent Director
5.3
Mgmt ForForForElect Zheng-Ting Wang, Representative of Yun Jie Investment Ltd, with Shareholder NO.44224, as Non-Independent Director
5.4
Mgmt ForForForElect Zheng-Ming Wang, Representative of Yun An Investment Ltd, with Shareholder NO.44225, as Non-Independent Director
5.5
Mgmt ForForForElect Chao-Wei Hu, Representative of Chao Sheng Investment Co., Ltd, with Shareholder NO.24186, as Non-Independent Director
5.6
Mgmt ForForForElect Yong-Cheng Wu, with Shareholder NO.J120325XXX, as Independent Director
5.7
Mgmt ForForForElect Xing-Zheng Dai, with Shareholder NO.H101424XXX, as Independent Director
5.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tripod Technology Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Wei-Bin Tang, with Shareholder NO.S221305XXX, as Independent Director
5.9
Mgmt ForForForApprove Release of Restrictions on Competitive Activities of Newly Appointed Directors
6
UMH Properties, Inc.
Meeting Date: 06/16/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 903002103
Ticker: UMH
Shares Voted: 27,995
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Anna T. Chew Mgmt For For For
Mgmt ForForForElect Director Eugene W. Landy 1.2
Mgmt ForForForElect Director Samuel A. Landy 1.3
Mgmt WithholdWithholdForElect Director Stuart D. Levy 1.4
Mgmt ForForForRatify PKF O'Connor Davies, LLP as Auditors 2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Wiwynn Corp.
Meeting Date: 06/16/2021
Record Date: 04/16/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y9673D101
Ticker: 6669
Shares Voted: 503,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Report and Financial Statements
Mgmt For For For
Mgmt ForForForApprove Plan on Profit Distribution 2
Mgmt ForForForApprove Amendments to Rules and Procedures Regarding Shareholder's General Meeting
3
Mgmt ForForForApprove Amendment to Rules and Procedures for Election of Directors
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Wiwynn Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Release of Restrictions of Competitive Activities of Directors and their Representatives
5
ASGN Incorporated
Meeting Date: 06/17/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00191U102
Ticker: ASGN
Shares Voted: 959,634
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joseph W. Dyer Mgmt For For For
Mgmt ForForForElect Director Mariel A. Joliet 1.2
Mgmt ForForForElect Director Marty R. Kittrell 1.3
Mgmt ForForForElect Director Carol Lindstrom 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
CURO Group Holdings Corp.
Meeting Date: 06/17/2021
Record Date: 04/21/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 23131L107
Ticker: CURO
Shares Voted: 12,507
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Don Gayhardt Mgmt For For For
Mgmt ForForForElect Director David M. Kirchheimer 1.2
Mgmt ForForForElect Director Mike McKnight 1.3
Mgmt ForForForElect Director Elizabeth Webster 1.4
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CURO Group Holdings Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Equity Residential
Meeting Date: 06/17/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29476L107
Ticker: EQR
Shares Voted: 526,773
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Angela M. Aman Mgmt For For For
Mgmt ForForForElect Director Raymond Bennett 1.2
Mgmt ForForForElect Director Linda Walker Bynoe 1.3
Mgmt ForForForElect Director Connie K. Duckworth 1.4
Mgmt ForForForElect Director Mary Kay Haben 1.5
Mgmt ForForForElect Director Tahsinul Zia Huque 1.6
Mgmt ForForForElect Director John E. Neal 1.7
Mgmt ForForForElect Director David J. Neithercut 1.8
Mgmt ForForForElect Director Mark J. Parrell 1.9
Mgmt ForForForElect Director Mark S. Shapiro 1.10
Mgmt ForForForElect Director Stephen E. Sterrett 1.11
Mgmt WithholdWithholdForElect Director Samuel Zell 1.12
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Evercore Inc.
Meeting Date: 06/17/2021
Record Date: 04/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29977A105
Ticker: EVR
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Evercore Inc.
Shares Voted: 405,566
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Roger C. Altman Mgmt For For For
Mgmt ForForForElect Director Richard I. Beattie 1.2
Mgmt ForForForElect Director Pamela G. Carlton 1.3
Mgmt ForForForElect Director Ellen V. Futter 1.4
Mgmt ForForForElect Director Gail B. Harris 1.5
Mgmt ForForForElect Director Robert B. Millard 1.6
Mgmt ForForForElect Director Willard J. Overlock, Jr. 1.7
Mgmt ForForForElect Director Simon M. Robertson 1.8
Mgmt ForForForElect Director Ralph L. Schlosstein 1.9
Mgmt ForForForElect Director John S. Weinberg 1.10
Mgmt ForForForElect Director William J. Wheeler 1.11
Mgmt ForForForElect Director Sarah K. Williamson 1.12
Mgmt ForForForElect Director Kendrick R. Wilson, III 1.13
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Klepierre SA
Meeting Date: 06/17/2021
Record Date: 06/15/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F5396X102
Ticker: LI
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt Do Not Vote
ForForApprove Financial Statements and Statutory Reports
1
Mgmt Do Not Vote
ForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt Do Not Vote
ForForApprove Treatment of Losses 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Klepierre SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
ForForApprove Payment of EUR 1 per Share by Distribution of Equity Premiums
4
Mgmt Do Not Vote
ForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
5
Mgmt Do Not Vote
ForForReelect David Simon as Supervisory Board Member
6
Mgmt Do Not Vote
ForForReelect John Carrafiell as Supervisory Board Member
7
Mgmt Do Not Vote
ForForReelect Steven Fivel as Supervisory Board Member
8
Mgmt Do Not Vote
ForForReelect Robert Fowlds as Supervisory Board Member
9
Mgmt Do Not Vote
ForForApprove Remuneration Policy of Chairman and Supervisory Board Members
10
Mgmt Do Not Vote
ForForApprove Remuneration Policy of Chairman of the Management Board
11
Mgmt Do Not Vote
ForForApprove Remuneration Policy of Management Board Members
12
Mgmt Do Not Vote
ForForApprove Compensation Report of Corporate Officers
13
Mgmt Do Not Vote
ForForApprove Compensation of Chairman of the Supervisory Board
14
Mgmt Do Not Vote
ForForApprove Compensation of Chairman of the Management Board
15
Mgmt Do Not Vote
ForForApprove Compensation of CFO, Management Board Member
16
Mgmt Do Not Vote
ForForApprove Compensation of COO, Management Board Member
17
Mgmt Do Not Vote
ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
18
MgmtExtraordinary Business
Mgmt Do Not Vote
ForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
19
Mgmt Do Not Vote
ForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 120 Million
20
Mgmt Do Not Vote
ForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 41 Million
21
Mgmt Do Not Vote
ForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 41 Million
22
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Klepierre SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt Do Not Vote
ForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 20 to 22
23
Mgmt Do Not Vote
ForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
24
Mgmt Do Not Vote
ForForAuthorize Capitalization of Reserves of Up to EUR 100 Million for Bonus Issue or Increase in Par Value
25
Mgmt Do Not Vote
ForForSet Total Limit for Capital Increase to Result from Issuance Requests Under Items 20 to 25 at EUR 120 Million
26
Mgmt Do Not Vote
ForForAuthorize Filing of Required Documents/Other Formalities
27
Shares Voted: 553,926
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
MgmtOrdinary Business
Mgmt ForForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Treatment of Losses 3
Mgmt ForForForApprove Payment of EUR 1 per Share by Distribution of Equity Premiums
4
Mgmt ForForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
5
Mgmt ForForForReelect David Simon as Supervisory Board Member
6
Mgmt ForForForReelect John Carrafiell as Supervisory Board Member
7
Mgmt ForForForReelect Steven Fivel as Supervisory Board Member
8
Mgmt ForForForReelect Robert Fowlds as Supervisory Board Member
9
Mgmt ForForForApprove Remuneration Policy of Chairman and Supervisory Board Members
10
Mgmt ForForForApprove Remuneration Policy of Chairman of the Management Board
11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Klepierre SA
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration Policy of Management Board Members
12
Mgmt ForForForApprove Compensation Report of Corporate Officers
13
Mgmt ForForForApprove Compensation of Chairman of the Supervisory Board
14
Mgmt ForForForApprove Compensation of Chairman of the Management Board
15
Mgmt ForForForApprove Compensation of CFO, Management Board Member
16
Mgmt ForForForApprove Compensation of COO, Management Board Member
17
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
18
MgmtExtraordinary Business
Mgmt ForForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
19
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 120 Million
20
Mgmt ForForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 41 Million
21
Mgmt ForForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 41 Million
22
Mgmt ForForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 20 to 22
23
Mgmt ForForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
24
Mgmt ForForForAuthorize Capitalization of Reserves of Up to EUR 100 Million for Bonus Issue or Increase in Par Value
25
Mgmt ForForForSet Total Limit for Capital Increase to Result from Issuance Requests Under Items 20 to 25 at EUR 120 Million
26
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
27
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Office Properties Income Trust
Meeting Date: 06/17/2021
Record Date: 03/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 67623C109
Ticker: OPI
Shares Voted: 3,610
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director William A. Lamkin Mgmt For For For
Mgmt WithholdWithholdForElect Director Elena B. Poptodorova 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
PAE, Inc.
Meeting Date: 06/17/2021
Record Date: 04/27/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 69290Y109
Ticker: PAE
Shares Voted: 12,860
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John P. Hendrickson Mgmt For Withhold Withhold
Mgmt ForForForElect Director Mary M. Jackson 1.2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Simplo Technology Co., Ltd.
Meeting Date: 06/17/2021
Record Date: 04/16/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y7987E104
Ticker: 6121
Shares Voted: 9,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Operations Report and Financial Statements
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Simplo Technology Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Plan on Profit Distribution 2
Mgmt ForForForApprove Amendment to Rules and Procedures for Election of Directors
3
Carrols Restaurant Group, Inc.
Meeting Date: 06/18/2021
Record Date: 04/21/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 14574X104
Ticker: TAST
Shares Voted: 70,430
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director David S. Harris Mgmt For Against Against
Mgmt ForForForElect Director Deborah M. Derby 1b
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Komatsu Ltd.
Meeting Date: 06/18/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J35759125
Ticker: 6301
Shares Voted: 4,684
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Allocation of Income, with a Final Dividend of JPY 37
1
Mgmt AgainstAgainstForElect Director Ohashi, Tetsuji 2.1
Mgmt AgainstAgainstForElect Director Ogawa, Hiroyuki 2.2
Mgmt AgainstAgainstForElect Director Moriyama, Masayuki 2.3
Mgmt AgainstAgainstForElect Director Mizuhara, Kiyoshi 2.4
Mgmt AgainstAgainstForElect Director Kigawa, Makoto 2.5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Komatsu Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Kunibe, Takeshi 2.6
Mgmt AgainstAgainstForElect Director Arthur M. Mitchell 2.7
Mgmt ForForForElect Director Horikoshi, Takeshi 2.8
Mgmt ForForForElect Director Saiki, Naoko 2.9
Mgmt ForForForAppoint Statutory Auditor Ono, Kotaro 3.1
Mgmt ForForForAppoint Statutory Auditor Inagaki, Yasuhiro 3.2
Komatsu Ltd.
Meeting Date: 06/18/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J35759125
Ticker: 6301
Shares Voted: 857,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 37
Mgmt For For For
Mgmt AgainstAgainstForElect Director Ohashi, Tetsuji 2.1
Mgmt AgainstAgainstForElect Director Ogawa, Hiroyuki 2.2
Mgmt AgainstAgainstForElect Director Moriyama, Masayuki 2.3
Mgmt AgainstAgainstForElect Director Mizuhara, Kiyoshi 2.4
Mgmt AgainstAgainstForElect Director Kigawa, Makoto 2.5
Mgmt AgainstAgainstForElect Director Kunibe, Takeshi 2.6
Mgmt AgainstAgainstForElect Director Arthur M. Mitchell 2.7
Mgmt ForForForElect Director Horikoshi, Takeshi 2.8
Mgmt ForForForElect Director Saiki, Naoko 2.9
Mgmt ForForForAppoint Statutory Auditor Ono, Kotaro 3.1
Mgmt ForForForAppoint Statutory Auditor Inagaki, Yasuhiro 3.2
Zenkoku Hosho Co., Ltd.
Meeting Date: 06/18/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J98829104
Ticker: 7164
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Zenkoku Hosho Co., Ltd.
Shares Voted: 158,125
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 117
Mgmt For For For
Mgmt ForForForApprove Compensation Ceilings for Directors and Statutory Auditors
2
Mgmt ForForForApprove Trust-Type Equity Compensation Plan
3
Zhongsheng Group Holdings Limited
Meeting Date: 06/18/2021
Record Date: 06/11/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G9894K108
Ticker: 881
Shares Voted: 524,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForElect Li Guoqiang as Director 3
Mgmt ForForForElect Du Qingshan as Director 4
Mgmt AgainstAgainstForElect Shen Jinjun as Director 5
Mgmt AgainstAgainstForElect Chin Siu Wa Alfred as Director 6
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
7
Mgmt ForForForApprove Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration
8
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 9
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
10
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 11
Activision Blizzard, Inc.
Meeting Date: 06/21/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00507V109
Ticker: ATVI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Activision Blizzard, Inc.
Shares Voted: 241,815
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Reveta Bowers Mgmt For For For
Mgmt ForForForElect Director Robert Corti 1b
Mgmt ForForForElect Director Hendrik Hartong, III 1c
Mgmt ForForForElect Director Brian Kelly 1d
Mgmt ForForForElect Director Robert Kotick 1e
Mgmt ForForForElect Director Barry Meyer 1f
Mgmt ForForForElect Director Robert Morgado 1g
Mgmt ForForForElect Director Peter Nolan 1h
Mgmt ForForForElect Director Dawn Ostroff 1i
Mgmt ForForForElect Director Casey Wasserman 1j
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Industrial & Commercial Bank of China Limited
Meeting Date: 06/21/2021
Record Date: 05/21/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y3990B112
Ticker: 1398
Shares Voted: 1,082,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForApprove Work Report of the Board of Directors
1
Mgmt ForForForApprove Work Report of the Board of Supervisors
2
Mgmt ForForForApprove Audited Accounts 3
Mgmt ForForForApprove Profit Distribution Plan 4
Mgmt ForForForApprove Fixed Asset Investment Budget 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Industrial & Commercial Bank of China Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Deloitte Touche Tohmatsu Certified Public Accountants LLP as Domestic External Auditors and Deloitte Touche Tohmatsu as International External Auditor
6
Mgmt ForForForApprove Application for Authorization Limit for Special Donations for Poverty Alleviation
7
Mgmt ForForForElect Chen Yifang as Director 8
Mgmt ForForForApprove Issuance of Eligible Tier 2 Capital Instruments
9
Mgmt AgainstAgainstForApprove Extension of Validity Period of Undated Capital Bonds
10
Mgmt ForForForApprove Donation of Materials for Epidemic Prevention and Control in 2020
11
Teekay Tankers Ltd.
Meeting Date: 06/21/2021
Record Date: 04/26/2021
Country: Marshall Isl
Meeting Type: Annual
Primary Security ID: Y8565N300
Ticker: TNK
Shares Voted: 29,537
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kenneth Hvid Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Sai W. Chu 1.2
Mgmt WithholdWithholdForElect Director Richard T. du Moulin 1.3
Mgmt ForForForElect Director David Schellenberg 1.4
Mgmt ForForForElect Director Peter Antturi 1.5
Lotes Co., Ltd.
Meeting Date: 06/22/2021
Record Date: 04/23/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y53302116
Ticker: 3533
Shares Voted: 127,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Operations Report and Financial Statements
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Lotes Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Profit Distribution 2
Mgmt ForForForApprove Amendments to Rules and Procedures Regarding Shareholder's General Meeting
3
Mgmt ForForForApprove Amendments to Articles of Association
4
Mgmt AgainstAgainstForAmend Procedures Governing the Acquisition or Disposal of Assets
5
Mgmt ForForForAmend Procedures for Lending Funds to Other Parties and Procedures for Endorsement and Guarantees
6
Mgmt ForForForApprove Amendment to Rules and Procedures for Election of Directors and Supervisors
7
Mgmt ForForForApprove to Abolish Scope and Rules for the Functions and Powers of Supervisors
8
MgmtELECT NON-INDEPENDENT DIRECTORS AND INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt ForForForElect CHU,TE-HSIANG, a Representative of CHIA MING Investment Co., Ltd., with Shareholder No. 15, as Non-independent Director
9.1
Mgmt ForForForElect HO,TE-YU, a Representative of CHIA MING Investment Co., Ltd., with Shareholder No. 15, as Non-independent Director
9.2
Mgmt ForForForElect HSIEH,CHIA-YING, with Shareholder No. J120074XXX, as Non-independent Director
9.3
Mgmt ForForForElect CHIU,JIANN-JONG, with Shareholder No. Y120492XXX, as Non-independent Director
9.4
Mgmt ForForForElect WANG,JEN-CHUN, with Shareholder No. G220136XXX, as Independent Director
9.5
Mgmt ForForForElect CHIANG,YIH-CHERNG, with Shareholder No. N120035XXX, as Independent Director
9.6
Mgmt ForForForElect WU,CHANG-HSIU, with Shareholder No. F223588XXX, as Independent Director
9.7
Mastercard Incorporated
Meeting Date: 06/22/2021
Record Date: 04/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 57636Q104
Ticker: MA
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Mastercard Incorporated
Shares Voted: 6,674
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ajay Banga Mgmt For For For
Mgmt ForForForElect Director Merit E. Janow 1b
Mgmt ForForForElect Director Richard K. Davis 1c
Mgmt ForForForElect Director Steven J. Freiberg 1d
Mgmt ForForForElect Director Julius Genachowski 1e
Mgmt ForForForElect Director Choon Phong Goh 1f
Mgmt ForForForElect Director Oki Matsumoto 1g
Mgmt ForForForElect Director Michael Miebach 1h
Mgmt ForForForElect Director Youngme Moon 1i
Mgmt ForForForElect Director Rima Qureshi 1j
Mgmt ForForForElect Director Jose Octavio Reyes Lagunes 1k
Mgmt ForForForElect Director Gabrielle Sulzberger 1l
Mgmt ForForForElect Director Jackson Tai 1m
Mgmt ForForForElect Director Lance Uggla 1n
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForAmend Non-Employee Director Omnibus Stock Plan
5
Mgmt ForForForEliminate Supermajority Vote Requirement 6
NEC Corp.
Meeting Date: 06/22/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J48818207
Ticker: 6701
Shares Voted: 410,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Endo, Nobuhiro Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NEC Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Niino, Takashi 1.2
Mgmt ForForForElect Director Morita, Takayuki 1.3
Mgmt ForForForElect Director Ishiguro, Norihiko 1.4
Mgmt ForForForElect Director Matsukura, Hajime 1.5
Mgmt ForForForElect Director Nishihara, Moto 1.6
Mgmt ForForForElect Director Seto, Kaoru 1.7
Mgmt ForForForElect Director Iki, Noriko 1.8
Mgmt ForForForElect Director Ito, Masatoshi 1.9
Mgmt ForForForElect Director Nakamura, Kuniharu 1.10
Mgmt ForForForElect Director Ota, Jun 1.11
Mgmt ForForForElect Director Christina Ahmadjian 1.12
Mgmt ForForForAppoint Statutory Auditor Odake, Nobuhiro 2
Nissan Motor Co., Ltd.
Meeting Date: 06/22/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J57160129
Ticker: 7201
Shares Voted: 405,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kimura, Yasushi Mgmt For For For
Mgmt ForForForElect Director Jean-Dominique Senard 1.2
Mgmt ForForForElect Director Toyoda, Masakazu 1.3
Mgmt ForForForElect Director Ihara, Keiko 1.4
Mgmt ForForForElect Director Nagai, Moto 1.5
Mgmt ForForForElect Director Bernard Delmas 1.6
Mgmt ForForForElect Director Andrew House 1.7
Mgmt ForForForElect Director Jenifer Rogers 1.8
Mgmt ForForForElect Director Pierre Fleuriot 1.9
Mgmt ForForForElect Director Uchida, Makoto 1.10
Mgmt ForForForElect Director Ashwani Gupta 1.11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Nissan Motor Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Sakamoto, Hideyuki 1.12
SH AgainstAgainstAgainstAmend Articles to Disclose Contents of Capital and Business Alliance Contracts Signed with Shareholders Owning more than One-Third of Voting Rights
2
PERSOL Holdings Co., Ltd.
Meeting Date: 06/22/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J6367Q106
Ticker: 2181
Shares Voted: 91,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 13
Mgmt For For For
Mgmt ForForForAmend Articles to Clarify Director Authority on Board Meetings
2
Mgmt AgainstAgainstForElect Director Mizuta, Masamichi 3.1
Mgmt AgainstAgainstForElect Director Wada, Takao 3.2
Mgmt AgainstAgainstForElect Director Takahashi, Hirotoshi 3.3
Mgmt AgainstAgainstForElect Director Tamakoshi, Ryosuke 3.4
Mgmt AgainstAgainstForElect Director Nishiguchi, Naohiro 3.5
Mgmt AgainstAgainstForElect Director Yamauchi, Masaki 3.6
Mgmt ForForForElect Director and Audit Committee Member Hayashi, Daisuke
4
Mgmt ForForForElect Alternate Director and Audit Committee Member Yamauchi, Masaki
5
Sanwa Holdings Corp.
Meeting Date: 06/22/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J6858G104
Ticker: 5929
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sanwa Holdings Corp.
Shares Voted: 143,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 17
Mgmt For For For
Mgmt AgainstAgainstForElect Director Takayama, Toshitaka 2.1
Mgmt AgainstAgainstForElect Director Takayama, Yasushi 2.2
Mgmt AgainstAgainstForElect Director Fujisawa, Hiroatsu 2.3
Mgmt AgainstAgainstForElect Director Yamazaki, Hiroyuki 2.4
Mgmt AgainstAgainstForElect Director Takayama, Meiji 2.5
Mgmt AgainstAgainstForElect Director Yokota, Masanaka 2.6
Mgmt ForForForApprove Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members and Restricted Stock Plan
3
Sony Group Corp.
Meeting Date: 06/22/2021
Record Date: 03/30/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J76379106
Ticker: 6758
Shares Voted: 58,097
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForElect Director Yoshida, Kenichiro 1.1
Mgmt ForForForElect Director Totoki, Hiroki 1.2
Mgmt ForForForElect Director Sumi, Shuzo 1.3
Mgmt ForForForElect Director Tim Schaaff 1.4
Mgmt ForForForElect Director Oka, Toshiko 1.5
Mgmt ForForForElect Director Akiyama, Sakie 1.6
Mgmt ForForForElect Director Wendy Becker 1.7
Mgmt ForForForElect Director Hatanaka, Yoshihiko 1.8
Mgmt ForForForElect Director Adam Crozier 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sony Group Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Kishigami, Keiko 1.10
Mgmt ForForForElect Director Joseph A. Kraft Jr 1.11
Mgmt ForForForApprove Stock Option Plan 2
Sony Group Corp.
Meeting Date: 06/22/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J76379106
Ticker: 6758
Shares Voted: 305,600
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Yoshida, Kenichiro Mgmt For For For
Mgmt ForForForElect Director Totoki, Hiroki 1.2
Mgmt ForForForElect Director Sumi, Shuzo 1.3
Mgmt ForForForElect Director Tim Schaaff 1.4
Mgmt ForForForElect Director Oka, Toshiko 1.5
Mgmt ForForForElect Director Akiyama, Sakie 1.6
Mgmt ForForForElect Director Wendy Becker 1.7
Mgmt ForForForElect Director Hatanaka, Yoshihiko 1.8
Mgmt ForForForElect Director Adam Crozier 1.9
Mgmt ForForForElect Director Kishigami, Keiko 1.10
Mgmt ForForForElect Director Joseph A. Kraft Jr 1.11
Mgmt ForForForApprove Stock Option Plan 2
Equity Commonwealth
Meeting Date: 06/23/2021
Record Date: 04/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 294628102
Ticker: EQC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Equity Commonwealth
Shares Voted: 8,101
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Sam Zell Mgmt For Withhold Withhold
Mgmt ForForForElect Director Ellen-Blair Chube 1.2
Mgmt ForForForElect Director Martin L. Edelman 1.3
Mgmt ForForForElect Director David A. Helfand 1.4
Mgmt ForForForElect Director Peter Linneman 1.5
Mgmt ForForForElect Director Mary Jane Robertson 1.6
Mgmt ForForForElect Director Gerald A. Spector 1.7
Mgmt ForForForElect Director James A. Star 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Euronav NV
Meeting Date: 06/23/2021
Record Date: 06/09/2021
Country: Belgium
Meeting Type: Special
Primary Security ID: B38564108
Ticker: EURN
Shares Voted: 36,634
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Special Meeting Agenda Mgmt
Mgmt ForForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
1
Mgmt ForForForAuthorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry
2
Hitachi Ltd.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J20454112
Ticker: 6501
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Hitachi Ltd.
Shares Voted: 695,002
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For For
Mgmt ForForForElect Director Ravi Venkatesan 1.2
Mgmt ForForForElect Director Cynthia Carroll 1.3
Mgmt ForForForElect Director Joe Harlan 1.4
Mgmt ForForForElect Director George Buckley 1.5
Mgmt ForForForElect Director Louise Pentland 1.6
Mgmt ForForForElect Director Mochizuki, Harufumi 1.7
Mgmt ForForForElect Director Yamamoto, Takatoshi 1.8
Mgmt ForForForElect Director Yoshihara, Hiroaki 1.9
Mgmt ForForForElect Director Helmuth Ludwig 1.10
Mgmt ForForForElect Director Kojima, Keiji 1.11
Mgmt ForForForElect Director Seki, Hideaki 1.12
Mgmt ForForForElect Director Higashihara, Toshiaki 1.13
Honda Motor Co., Ltd.
Meeting Date: 06/23/2021
Record Date: 03/30/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J22302111
Ticker: 7267
Shares Voted: 4,508
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAmend Articles to Adopt Board Structure with Three Committees - Clarify Director Authority on Shareholder Meetings - Amend Provisions on Number of Directors - Amend Provisions on Director Titles
1
Mgmt ForForForElect Director Mikoshiba, Toshiaki 2.1
Mgmt ForForForElect Director Mibe, Toshihiro 2.2
Mgmt ForForForElect Director Kuraishi, Seiji 2.3
Mgmt ForForForElect Director Takeuchi, Kohei 2.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Honda Motor Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Suzuki, Asako 2.5
Mgmt ForForForElect Director Suzuki, Masafumi 2.6
Mgmt ForForForElect Director Sakai, Kunihiko 2.7
Mgmt ForForForElect Director Kokubu, Fumiya 2.8
Mgmt ForForForElect Director Ogawa, Yoichiro 2.9
Mgmt ForForForElect Director Higashi, Kazuhiro 2.10
Mgmt ForForForElect Director Nagata, Ryoko 2.11
Honda Motor Co., Ltd.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J22302111
Ticker: 7267
Shares Voted: 1,022,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Articles to Adopt Board Structure with Three Committees - Clarify Director Authority on Shareholder Meetings - Amend Provisions on Number of Directors - Amend Provisions on Director Titles
Mgmt For For For
Mgmt ForForForElect Director Mikoshiba, Toshiaki 2.1
Mgmt ForForForElect Director Mibe, Toshihiro 2.2
Mgmt ForForForElect Director Kuraishi, Seiji 2.3
Mgmt ForForForElect Director Takeuchi, Kohei 2.4
Mgmt ForForForElect Director Suzuki, Asako 2.5
Mgmt ForForForElect Director Suzuki, Masafumi 2.6
Mgmt ForForForElect Director Sakai, Kunihiko 2.7
Mgmt ForForForElect Director Kokubu, Fumiya 2.8
Mgmt ForForForElect Director Ogawa, Yoichiro 2.9
Mgmt ForForForElect Director Higashi, Kazuhiro 2.10
Mgmt ForForForElect Director Nagata, Ryoko 2.11
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
JD.com, Inc.
Meeting Date: 06/23/2021
Record Date: 05/20/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G8208B101
Ticker: 9618
Shares Voted: 8,483
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAdopt Chinese Name as Dual Foreign Name of the Company
1
Mgmt ForForForAmend Memorandum of Association and Articles of Association
2
KDDI Corp.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J31843105
Ticker: 9433
Shares Voted: 70,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 60
Mgmt For For For
Mgmt AgainstAgainstForElect Director Tanaka, Takashi 2.1
Mgmt AgainstAgainstForElect Director Takahashi, Makoto 2.2
Mgmt AgainstAgainstForElect Director Shoji, Takashi 2.3
Mgmt AgainstAgainstForElect Director Muramoto, Shinichi 2.4
Mgmt AgainstAgainstForElect Director Mori, Keiichi 2.5
Mgmt AgainstAgainstForElect Director Morita, Kei 2.6
Mgmt AgainstAgainstForElect Director Amamiya, Toshitake 2.7
Mgmt AgainstAgainstForElect Director Takeyama, Hirokuni 2.8
Mgmt AgainstAgainstForElect Director Yoshimura, Kazuyuki 2.9
Mgmt AgainstAgainstForElect Director Yamaguchi, Goro 2.10
Mgmt AgainstAgainstForElect Director Yamamoto, Keiji 2.11
Mgmt AgainstAgainstForElect Director Oyagi, Shigeo 2.12
Mgmt ForForForElect Director Kano, Riyo 2.13
Mgmt AgainstAgainstForElect Director Goto, Shigeki 2.14
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
KDDI Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAppoint Statutory Auditor Asahina, Yukihiro 3
NetEase, Inc.
Meeting Date: 06/23/2021
Record Date: 05/18/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G6427A102
Ticker: 9999
Shares Voted: 260,175
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForElect William Lei Ding as Director 1a
Mgmt ForForForElect Alice Yu-Fen Cheng as Director 1b
Mgmt AgainstAgainstForElect Denny Ting Bun Lee as Director 1c
Mgmt ForForForElect Joseph Tze Kay Tong as Director 1d
Mgmt ForForForElect Lun Feng as Director 1e
Mgmt ForForForElect Michael Man Kit Leung as Director 1f
Mgmt ForForForApprove Appointment of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors
2
Mgmt ForForForAmend Memorandum and Articles of Association
3
Resona Holdings, Inc.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J6448E106
Ticker: 8308
Shares Voted: 2,237,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Higashi, Kazuhiro Mgmt For For For
Mgmt ForForForElect Director Minami, Masahiro 1.2
Mgmt ForForForElect Director Noguchi, Mikio 1.3
Mgmt ForForForElect Director Kawashima, Takahiro 1.4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Resona Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Matsui, Tadamitsu 1.5
Mgmt ForForForElect Director Sato, Hidehiko 1.6
Mgmt ForForForElect Director Baba, Chiharu 1.7
Mgmt ForForForElect Director Iwata, Kimie 1.8
Mgmt ForForForElect Director Egami, Setsuko 1.9
Mgmt ForForForElect Director Ike, Fumihiko 1.10
Talon Metals Corp.
Meeting Date: 06/23/2021
Record Date: 05/19/2021
Country: Virgin Isl (UK)
Meeting Type: Annual/Special
Primary Security ID: G86659102
Ticker: TLO
Shares Voted: 0
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Ratify MNP LLP as Auditors and Authorize Board to Fix Their Remuneration
Mgmt For For
Mgmt ForForElect Director David L. Deisley 2.1
Mgmt WithholdForElect Director John D. Kaplan 2.2
Mgmt WithholdForElect Director Gregory S. Kinross 2.3
Mgmt ForForElect Director Warren E. Newfield 2.4
Mgmt WithholdForElect Director David E. Singer 2.5
Mgmt ForForElect Director Henri van Rooyen 2.6
Mgmt ForForApprove Stock Consolidation 3
Argan, Inc.
Meeting Date: 06/24/2021
Record Date: 04/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 04010E109
Ticker: AGX
Shares Voted: 3,811
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Rainer H. Bosselmann Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Argan, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Cynthia A. Flanders 1.2
Mgmt ForForForElect Director Peter W. Getsinger 1.3
Mgmt ForForForElect Director William F. Griffin, Jr. 1.4
Mgmt ForForForElect Director John R. Jeffrey, Jr. 1.5
Mgmt ForForForElect Director Mano S. Koilpillai 1.6
Mgmt ForForForElect Director William F. Leimkuhler 1.7
Mgmt ForForForElect Director W.G. Champion Mitchell 1.8
Mgmt ForForForElect Director James W. Quinn 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
Coherent, Inc.
Meeting Date: 06/24/2021
Record Date: 05/17/2021
Country: USA
Meeting Type: Special
Primary Security ID: 192479103
Ticker: COHR
Shares Voted: 24
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
Fusheng Precision Co., Ltd.
Meeting Date: 06/24/2021
Record Date: 04/23/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y2676J100
Ticker: 6670
Shares Voted: 158,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Report and Financial Statements
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fusheng Precision Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Profit Distribution 2
Mgmt ForForForAmend Rules and Procedures Regarding Shareholder's General Meeting
3
MgmtELECT NON-INDEPENDENT DIRECTOR VIA CUMULATIVE VOTING
Mgmt ForForForElect TAI-HENG CHEN, with ID No. D101194XXX, as Non-independent Director
4.1
Mgmt ForForForApprove Release of Restrictions on Competitive Activities of Newly Appointed Directors and Representatives
5
Kinden Corp.
Meeting Date: 06/24/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J33093105
Ticker: 1944
Shares Voted: 89,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 19
Mgmt For For For
Mgmt ForForForApprove Annual Bonus 2
Mgmt AgainstAgainstForElect Director Ikoma, Masao 3.1
Mgmt AgainstAgainstForElect Director Maeda, Yukikazu 3.2
Mgmt AgainstAgainstForElect Director Uesaka, Takao 3.3
Mgmt AgainstAgainstForElect Director Yukawa, Hidehiko 3.4
Mgmt AgainstAgainstForElect Director Amisaki, Masaya 3.5
Mgmt AgainstAgainstForElect Director Hayashi, Hiroyuki 3.6
Mgmt AgainstAgainstForElect Director Tanaka, Hideo 3.7
Mgmt AgainstAgainstForElect Director Nishimura, Hiroshi 3.8
Mgmt AgainstAgainstForElect Director Sato, Moriyoshi 3.9
Mgmt AgainstAgainstForElect Director Yoshida, Harunori 3.10
Mgmt AgainstAgainstForElect Director Toriyama, Hanroku 3.11
Mgmt AgainstAgainstForElect Director Takamatsu, Keiji 3.12
Mgmt AgainstAgainstForElect Director Morikawa, Keizo 3.13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Movado Group, Inc.
Meeting Date: 06/24/2021
Record Date: 04/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 624580106
Ticker: MOV
Shares Voted: 8,732
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Peter A. Bridgman Mgmt For Withhold Withhold
Mgmt ForForForElect Director Alex Grinberg 1.2
Mgmt ForForForElect Director Efraim Grinberg 1.3
Mgmt ForForForElect Director Alan H. Howard 1.4
Mgmt ForForForElect Director Richard Isserman 1.5
Mgmt ForReferForElect Director Ann Kirschner 1.6
Mgmt WithholdWithholdForElect Director Stephen Sadove 1.7
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Orion Engineered Carbons S.A.
Meeting Date: 06/24/2021
Record Date: 04/29/2021
Country: Luxembourg
Meeting Type: Annual
Primary Security ID: L72967109
Ticker: OEC
Shares Voted: 17,561
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kerry A. Galvin Mgmt For For For
Mgmt ForForForElect Director Paul Huck 1.2
Mgmt ForForForElect Director Mary Lindsey 1.3
Mgmt ForForForElect Director Didier Miraton 1.4
Mgmt ForForForElect Director Yi Hyon Paik 1.5
Mgmt ForForForElect Director Corning F. Painter 1.6
Mgmt ForForForElect Director Dan F. Smith 1.7
Mgmt ForForForElect Director Hans-Dietrich Winkhaus 1.8
Mgmt ForForForElect Director Michel Wurth 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Orion Engineered Carbons S.A.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Remuneration of Directors 3
Mgmt ForForForApprove Annual Accounts 4
Mgmt ForForForApprove Consolidated Financial Statements and Statutory Reports
5
Mgmt ForForForApprove Allocation of Income and Dividends 6
Mgmt ForForForApprove Discharge of Directors 7
Mgmt ForForForApprove Discharge of Auditors 8
Mgmt ForForForRatify Ernst & Young, Luxembourg as Auditor 9
Mgmt ForForForRatify Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft and Ernst & Young LLC
10
The Kroger Co.
Meeting Date: 06/24/2021
Record Date: 04/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 501044101
Ticker: KR
Shares Voted: 2,095,063
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Nora A. Aufreiter Mgmt For For For
Mgmt ForForForElect Director Kevin M. Brown 1b
Mgmt ForForForElect Director Anne Gates 1c
Mgmt ForForForElect Director Karen M. Hoguet 1d
Mgmt ForForForElect Director W. Rodney McMullen 1e
Mgmt ForForForElect Director Clyde R. Moore 1f
Mgmt ForForForElect Director Ronald L. Sargent 1g
Mgmt ForForForElect Director J. Amanda Sourry Knox (Amanda Sourry)
1h
Mgmt ForForForElect Director Mark S. Sutton 1i
Mgmt ForForForElect Director Ashok Vemuri 1j
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
The Kroger Co.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify PricewaterhouseCoopers LLC as Auditor 3
SH ForReferAgainstAssess Environmental Impact of Non-Recyclable Packaging
4
Entain Plc
Meeting Date: 06/25/2021
Record Date: 06/23/2021
Country: Isle of Man
Meeting Type: Annual
Primary Security ID: G3167C109
Ticker: ENT
Shares Voted: 633,295
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
4
Mgmt ForForForElect David Satz as Director 5
Mgmt ForForForElect Robert Hoskin as Director 6
Mgmt ForForForElect Stella David as Director 7
Mgmt ForForForElect Vicky Jarman as Director 8
Mgmt ForForForElect Mark Gregory as Director 9
Mgmt ForForForRe-elect Rob Wood as Director 10
Mgmt ForForForRe-elect Jette Nygaard-Andersen as Director 11
Mgmt ForForForRe-elect Barry Gibson as Director 12
Mgmt ForForForRe-elect Peter Isola as Director 13
Mgmt ForForForRe-elect Pierre Bouchut as Director 14
Mgmt ForForForRe-elect Virginia McDowell as Director 15
Mgmt ForForForApprove Increase in Aggregate Fees Payable to Non-executive Directors
16
Mgmt ForForForApprove Increase in Size of Board 17
Mgmt ForForForAuthorise Issue of Equity 18
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
19
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Entain Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
20
Mgmt ForForForAuthorise Market Purchase of Shares 21
Fuji Electric Co., Ltd.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J14112106
Ticker: 6504
Shares Voted: 150,025
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kitazawa, Michihiro Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Sugai, Kenzo 1.2
Mgmt AgainstAgainstForElect Director Abe, Michio 1.3
Mgmt AgainstAgainstForElect Director Tomotaka, Masatsugu 1.4
Mgmt AgainstAgainstForElect Director Arai, Junichi 1.5
Mgmt ForForForElect Director Kondo, Shiro 1.6
Mgmt AgainstAgainstForElect Director Tamba, Toshihito 1.7
Mgmt AgainstAgainstForElect Director Tachikawa, Naomi 1.8
Mgmt AgainstAgainstForElect Director Hayashi, Yoshitsugu 1.9
Kyudenko Corp.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J38425104
Ticker: 1959
Shares Voted: 75,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Nishimura, Matsuji Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Sato, Naofumi 1.2
Mgmt AgainstAgainstForElect Director Takei, Hideki 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Kyudenko Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Ishibashi, Kazuyuki 1.4
Mgmt AgainstAgainstForElect Director Jono, Masaaki 1.5
Mgmt AgainstAgainstForElect Director Yamamoto, Yasuhiro 1.6
Mgmt AgainstAgainstForElect Director Kashima, Yasuhiro 1.7
Mgmt AgainstAgainstForElect Director Fukui, Keizo 1.8
Mgmt AgainstAgainstForElect Director Suyama, Kazuhiro 1.9
Mgmt AgainstAgainstForElect Director Hokahori, Takahiro 1.10
Mgmt AgainstAgainstForElect Director Watanabe, Akiyoshi 1.11
Mgmt AgainstAgainstForElect Director Kuratomi, Sumio 1.12
Mgmt ForForForElect Director Shibasaki, Hiroko 1.13
Mgmt AgainstAgainstForAppoint Statutory Auditor Michinaga, Yukinori 2.1
Mgmt AgainstAgainstForAppoint Statutory Auditor Yoshizako, Toru 2.2
Mgmt AgainstAgainstForAppoint Statutory Auditor Soeda, Hidetoshi 2.3
Mitsubishi Gas Chemical Co., Inc.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J43959113
Ticker: 4182
Shares Voted: 704,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Kurai, Toshikiyo Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Fujii, Masashi 1.2
Mgmt AgainstAgainstForElect Director Inari, Masato 1.3
Mgmt AgainstAgainstForElect Director Ariyoshi, Nobuhisa 1.4
Mgmt AgainstAgainstForElect Director Kato, Kenji 1.5
Mgmt AgainstAgainstForElect Director Kosaka, Yasushi 1.6
Mgmt AgainstAgainstForElect Director Nagaoka, Naruyuki 1.7
Mgmt ForForForElect Director Kitagawa, Motoyasu 1.8
Mgmt AgainstAgainstForElect Director Sato, Tsugio 1.9
Mgmt ForForForElect Director Hirose, Haruko 1.10
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Mitsubishi Gas Chemical Co., Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Suzuki, Toru 1.11
Mgmt ForForForElect Director Manabe, Yasushi 1.12
Mgmt ForForForAppoint Statutory Auditor Inamasa, Kenji 2
Mgmt ForForForAppoint Alternate Statutory Auditor Kanzaki, Hiroaki
3
National Energy Services Reunited Corp.
Meeting Date: 06/25/2021
Record Date: 05/24/2021
Country: Virgin Isl (UK)
Meeting Type: Annual
Primary Security ID: G6375R107
Ticker: NESR
Shares Voted: 1,030,404
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Sherif Foda Mgmt For For For
Mgmt ForForForElect Director Yousef Al Nowais 1.2
Mgmt AgainstAgainstForElect Director Thomas Wood 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 3
Neo Lithium Corp.
Meeting Date: 06/25/2021
Record Date: 05/19/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 64047A108
Ticker: NLC
Shares Voted: 18,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Waldo A. Perez Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Constantine Karayannopoulos 1b
Mgmt WithholdWithholdForElect Director Thomas Pladsen 1c
Mgmt WithholdWithholdForElect Director Gabriel Pindar 1d
Mgmt WithholdWithholdForElect Director Estanislao Auriemma 1e
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Neo Lithium Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Tang Honghui 1f
Mgmt ForForForApprove MNP LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForRe-approve Stock Option Plan 3
Mgmt ForForForApprove Share Consolidation 4
Nihon Unisys, Ltd.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J51097103
Ticker: 8056
Shares Voted: 419,800
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 35
Mgmt For For For
Mgmt ForForForAmend Articles to Change Company Name 2
Mgmt ForForForElect Director Hiraoka, Akiyoshi 3.1
Mgmt ForForForElect Director Saito, Noboru 3.2
Mgmt ForForForElect Director Katsuya, Koji 3.3
Mgmt ForForForElect Director Nagai, Kazuo 3.4
Mgmt ForForForElect Director Kanazawa, Takahito 3.5
Mgmt ForForForElect Director Kawada, Go 3.6
Mgmt ForForForElect Director Sonoda, Ayako 3.7
Mgmt ForForForElect Director Sato, Chie 3.8
Mgmt ForForForElect Director Nalin Advani 3.9
Mgmt AgainstAgainstForAppoint Statutory Auditor Oishi, Masaya 4.1
Mgmt ForForForAppoint Statutory Auditor Kojo, Harumi 4.2
Mgmt ForForForAppoint Statutory Auditor Mizuguchi, Keiko 4.3
Mgmt ForForForApprove Performance-Based Cash Compensation Ceiling for Directors
5
Mgmt ForForForApprove Restricted Stock Plan 6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TAISEI Corp.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J79561148
Ticker: 1801
Shares Voted: 84,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 65
Mgmt For For For
Mgmt AgainstAgainstForElect Director Yamauchi, Takashi 2.1
Mgmt AgainstAgainstForElect Director Aikawa, Yoshiro 2.2
Mgmt AgainstAgainstForElect Director Sakurai, Shigeyuki 2.3
Mgmt AgainstAgainstForElect Director Tanaka, Shigeyoshi 2.4
Mgmt AgainstAgainstForElect Director Yaguchi, Norihiko 2.5
Mgmt AgainstAgainstForElect Director Kimura, Hiroshi 2.6
Mgmt ForForForElect Director Yamamoto, Atsushi 2.7
Mgmt ForForForElect Director Teramoto, Yoshihiro 2.8
Mgmt ForForForElect Director Nishimura, Atsuko 2.9
Mgmt AgainstAgainstForElect Director Murakami, Takao 2.10
Mgmt AgainstAgainstForElect Director Otsuka, Norio 2.11
Mgmt AgainstAgainstForElect Director Kokubu, Fumiya 2.12
Mgmt ForForForAppoint Statutory Auditor Miura, Masamitsu 3
Tesco Plc
Meeting Date: 06/25/2021
Record Date: 06/23/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G8T67X102
Ticker: TSCO
Shares Voted: 1,877,267
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Remuneration Policy 3
Mgmt ForForForApprove Final Dividend 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tesco Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect John Allan as Director 5
Mgmt ForForForRe-elect Melissa Bethell as Director 6
Mgmt ForForForRe-elect Stewart Gilliland as Director 7
Mgmt ForForForRe-elect Steve Golsby as Director 8
Mgmt ForForForRe-elect Byron Grote as Director 9
Mgmt ForForForRe-elect Ken Murphy as Director 10
Mgmt ForForForRe-elect Simon Patterson as Director 11
Mgmt ForForForRe-elect Alison Platt as Director 12
Mgmt ForForForRe-elect Lindsey Pownall as Director 13
Mgmt ForForForElect Bertrand Bodson as Director 14
Mgmt ForForForElect Thierry Garnier as Director 15
Mgmt ForForForElect Imran Nawaz as Director 16
Mgmt ForForForElect Karen Whitworth as Director 17
Mgmt ForForForReappoint Deloitte LLP as Auditors 18
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
19
Mgmt ForForForAuthorise Issue of Equity 20
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
21
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
22
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 23
Mgmt ForForForAuthorise UK Political Donations and Expenditure
24
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
25
Mgmt ForForForApprove Long-Term Incentive Plan 26
Mgmt ForForForApprove Savings-Related Share Option Scheme
27
Mgmt ForForForAdopt New Articles of Association 28
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tosoh Corp.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J90096132
Ticker: 4042
Shares Voted: 734,400
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Yamamoto, Toshinori Mgmt For Against Against
Mgmt AgainstAgainstForElect Director Tashiro, Katsushi 1.2
Mgmt AgainstAgainstForElect Director Kuwada, Mamoru 1.3
Mgmt AgainstAgainstForElect Director Adachi, Toru 1.4
Mgmt ForForForElect Director Doi, Toru 1.5
Mgmt AgainstAgainstForElect Director Abe, Tsutomu 1.6
Mgmt AgainstAgainstForElect Director Miura, Keiichi 1.7
Mgmt AgainstAgainstForElect Director Hombo, Yoshihiro 1.8
Mgmt ForForForElect Director Hidaka, Mariko 1.9
Mgmt AgainstAgainstForAppoint Statutory Auditor Okayama, Makoto 2
Mgmt ForForForAppoint Alternate Statutory Auditor Takahashi, Yojiro
3.1
Mgmt ForForForAppoint Alternate Statutory Auditor Nagao, Kenta
3.2
TS TECH CO., LTD.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J9299N100
Ticker: 7313
Shares Voted: 93,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 47
Mgmt For For For
Mgmt ForForForAmend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval - Authorize Board to Determine Income Allocation
2
Mgmt AgainstAgainstForElect Director Yasuda, Masanari 3.1
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
TS TECH CO., LTD.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Nakajima, Yoshitaka 3.2
Mgmt AgainstAgainstForElect Director Hasegawa, Kenichi 3.3
Mgmt AgainstAgainstForElect Director Hayashi, Akihiko 3.4
Mgmt AgainstAgainstForElect Director Arai, Yutaka 3.5
Mgmt AgainstAgainstForElect Director Igaki, Atsushi 3.6
Mgmt AgainstAgainstForElect Director Toba, Eiji 3.7
Mgmt AgainstAgainstForElect Director Kobori, Takahiro 3.8
Mgmt AgainstAgainstForElect Director Suzaki, Yasushi 3.9
Mgmt AgainstAgainstForElect Director Mutaguchi, Teruyasu 3.10
Mgmt AgainstAgainstForElect Director Ogita, Takeshi 3.11
Mgmt ForForForElect Director and Audit Committee Member Sekine, Tatsuo
4.1
Mgmt ForForForElect Director and Audit Committee Member Motoda, Tatsuya
4.2
Mgmt ForForForElect Director and Audit Committee Member Hayashi, Hajime
4.3
Mgmt ForForForElect Director and Audit Committee Member Nakada, Tomoko
4.4
Mgmt ForForForApprove Compensation Ceiling for Directors Who Are Not Audit Committee Members
5
Mgmt ForForForApprove Compensation Ceiling for Directors Who Are Audit Committee Members
6
Mgmt ForForForApprove Restricted Stock Plan 7
Mgmt ForForForAppoint KPMG AZSA LLC as New External Audit Firm
8
HIWIN Technologies Corp.
Meeting Date: 06/28/2021
Record Date: 04/29/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y3226A102
Ticker: 2049
Shares Voted: 87,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Business Operations Report and Financial Statements
Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
HIWIN Technologies Corp.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Plan on Profit Distribution 2
Mgmt ForForForApprove the Issuance of New Shares by Capitalization of Profit
3
Mgmt ForForForApprove Amendments to Articles of Association
4
Mgmt ForForForAmend Procedures for Endorsement and Guarantees
5
Mgmt ForForForApprove Release of Restrictions of Competitive Activities of Directors
6
Pick N Pay Stores Limited
Meeting Date: 06/28/2021
Record Date: 06/18/2021
Country: South Africa
Meeting Type: Annual
Primary Security ID: S60947108
Ticker: PIK
Shares Voted: 272,529
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Resolutions Mgmt
Mgmt ForForForReappoint Ernst & Young Inc as Auditors with Tina Rookledge as the Designated Audit Partner
1
Mgmt ForForForRe-elect Hugh Herman as Director 2.1
Mgmt ForForForRe-elect Jeff van Rooyen as Director 2.2
Mgmt ForForForRe-elect Audrey Mothupi as Director 2.3
Mgmt ForForForRe-elect David Robins as Director 2.4
Mgmt ForForForElect Pieter Boone as Director 2.5
Mgmt ForForForRe-elect Jeff van Rooyen as Member of the Audit, Risk and Compliance Committee
3.1
Mgmt ForForForRe-elect Audrey Mothupi as Member of the Audit, Risk and Compliance Committee
3.2
Mgmt ForForForRe-elect David Friedland as Member of the Audit, Risk and Compliance Committee
3.3
Mgmt ForForForRe-elect Mariam Cassim as Member of the Audit, Risk and Compliance Committee
3.4
Mgmt ForForForElect Haroon Bhorat as Member of the Audit, Risk and Compliance Committee
3.5
MgmtAdvisory Votes
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Pick N Pay Stores Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Remuneration Policy 1
Mgmt AgainstAgainstForApprove Remuneration Implementation Report
2
MgmtSpecial Resolutions
Mgmt AgainstAgainstForApprove Directors' Fees 1
Mgmt ForForForApprove Financial Assistance to Related or Inter-related Companies or Corporations
2.1
Mgmt ForForForApprove Financial Assistance to an Employee of the Company or its Subsidiaries
2.2
Mgmt ForForForAuthorise Repurchase of Issued Share Capital 3
MgmtContinuation of Ordinary Resolutions
Mgmt ForForForAuthorise Ratification of Approved Resolutions
4
Fuji Corp. (Machinery)
Meeting Date: 06/29/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J1R541101
Ticker: 6134
Shares Voted: 423,800
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 30
Mgmt For For For
Mgmt AgainstAgainstForElect Director Soga, Nobuyuki 2.1
Mgmt AgainstAgainstForElect Director Suhara, Shinsuke 2.2
Mgmt AgainstAgainstForElect Director Ezaki, Hajime 2.3
Mgmt AgainstAgainstForElect Director Sugiura, Masaaki 2.4
Mgmt AgainstAgainstForElect Director Kano, Junichi 2.5
Mgmt ForForForElect Director Kawai, Nobuko 2.6
Mgmt AgainstAgainstForElect Director Tamada, Hideaki 2.7
Mgmt AgainstAgainstForElect Director Mizuno, Shoji 2.8
Mgmt ForForForAppoint Statutory Auditor Matsuda, Shigeki 3
Mgmt ForForForAppoint Alternate Statutory Auditor Abe, Masaaki
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fuji Corp. (Machinery)
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Restricted Stock Plan 5
Nouveau Monde Graphite Inc.
Meeting Date: 06/29/2021
Record Date: 05/20/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 66979W842
Ticker: NOU
Shares Voted: 4,520
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Yannick Beaulieu Mgmt For For For
Mgmt ForForForElect Director Daniel Buron 1.2
Mgmt ForForForElect Director Eric Desaulniers 1.3
Mgmt WithholdWithholdForElect Director Arne H. Frandsen 1.4
Mgmt ForForForElect Director Nathalie Jodoin 1.5
Mgmt ForForForElect Director Jurgen Kohler 1.6
Mgmt ForForForElect Director Nathalie Pilon 1.7
Mgmt ForForForElect Director James Scarlett 1.8
Mgmt ForForForElect Director Andrew Willis 1.9
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForRe-approve Stock Option Plan 3
PetIQ, Inc.
Meeting Date: 06/29/2021
Record Date: 04/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 71639T106
Ticker: PETQ
Shares Voted: 7,120
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ronald Kennedy Mgmt For Withhold Withhold
Mgmt ForForForElect Director Sheryl Oloughlin 1b
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
PetIQ, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 5
Sumitomo Mitsui Financial Group, Inc.
Meeting Date: 06/29/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J7771X109
Ticker: 8316
Shares Voted: 777,200
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 95
Mgmt For For For
Mgmt ForForForElect Director Kunibe, Takeshi 2.1
Mgmt ForForForElect Director Ota, Jun 2.2
Mgmt ForForForElect Director Takashima, Makoto 2.3
Mgmt ForForForElect Director Nakashima, Toru 2.4
Mgmt ForForForElect Director Kudo, Teiko 2.5
Mgmt ForForForElect Director Inoue, Atsuhiko 2.6
Mgmt ForForForElect Director Isshiki, Toshihiro 2.7
Mgmt ForForForElect Director Kawasaki, Yasuyuki 2.8
Mgmt AgainstAgainstForElect Director Matsumoto, Masayuki 2.9
Mgmt ForForForElect Director Arthur M. Mitchell 2.10
Mgmt ForForForElect Director Yamazaki, Shozo 2.11
Mgmt ForForForElect Director Kono, Masaharu 2.12
Mgmt ForForForElect Director Tsutsui, Yoshinobu 2.13
Mgmt ForForForElect Director Shimbo, Katsuyoshi 2.14
Mgmt ForForForElect Director Sakurai, Eriko 2.15
Mgmt ForAgainstForAmend Articles to Allow Virtual Only Shareholder Meetings
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Sumitomo Mitsui Financial Group, Inc.
Meeting Date: 06/29/2021
Record Date: 03/30/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J7771X109
Ticker: 8316
Shares Voted: 10,847
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Allocation of Income, with a Final Dividend of JPY 95
1
Mgmt ForForForElect Director Kunibe, Takeshi 2.1
Mgmt ForForForElect Director Ota, Jun 2.2
Mgmt ForForForElect Director Takashima, Makoto 2.3
Mgmt ForForForElect Director Nakashima, Toru 2.4
Mgmt ForForForElect Director Kudo, Teiko 2.5
Mgmt ForForForElect Director Inoue, Atsuhiko 2.6
Mgmt ForForForElect Director Isshiki, Toshihiro 2.7
Mgmt ForForForElect Director Kawasaki, Yasuyuki 2.8
Mgmt AgainstAgainstForElect Director Matsumoto, Masayuki 2.9
Mgmt ForForForElect Director Arthur M. Mitchell 2.10
Mgmt ForForForElect Director Yamazaki, Shozo 2.11
Mgmt ForForForElect Director Kono, Masaharu 2.12
Mgmt ForForForElect Director Tsutsui, Yoshinobu 2.13
Mgmt ForForForElect Director Shimbo, Katsuyoshi 2.14
Mgmt ForForForElect Director Sakurai, Eriko 2.15
Mgmt ForAgainstForAmend Articles to Allow Virtual Only Shareholder Meetings
3
Taiyo Yuden Co., Ltd.
Meeting Date: 06/29/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J80206113
Ticker: 6976
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Taiyo Yuden Co., Ltd.
Shares Voted: 50,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 25
Mgmt For For For
Mgmt AgainstAgainstForElect Director Tosaka, Shoichi 2.1
Mgmt AgainstAgainstForElect Director Masuyama, Shinji 2.2
Mgmt AgainstAgainstForElect Director Sase, Katsuya 2.3
Mgmt ForForForElect Director Fukuda, Tomomitsu 2.4
Mgmt AgainstAgainstForElect Director Hiraiwa, Masashi 2.5
Mgmt AgainstAgainstForElect Director Koike, Seiichi 2.6
Mgmt ForForForElect Director Hamada, Emiko 2.7
Mgmt ForForForAppoint Alternate Statutory Auditor Arai, Hiroshi
3
Volvo AB
Meeting Date: 06/29/2021
Record Date: 06/18/2021
Country: Sweden
Meeting Type: Special
Primary Security ID: 928856301
Ticker: VOLV.B
Shares Voted: 1,334,793
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Chairman of Meeting Mgmt For For For
Mgmt ForForForDesignate Erik Sjoman as Inspector of Minutes of Meeting
2.1
Mgmt ForForForDesignate Martin Jonasson as Inspector of Minutes of Meeting
2.2
Mgmt ForForForPrepare and Approve List of Shareholders 3
Mgmt ForForForApprove Agenda of Meeting 4
Mgmt ForForForAcknowledge Proper Convening of Meeting 5
Mgmt ForForForApprove Special Dividends of SEK 9.50 Per Share
6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Nomad Foods Limited
Meeting Date: 06/30/2021
Record Date: 04/28/2021
Country: Virgin Isl (UK)
Meeting Type: Annual
Primary Security ID: G6564A105
Ticker: NOMD
Shares Voted: 2,898,424
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Martin Ellis Franklin Mgmt For For For
Mgmt ForForForElect Director Noam Gottesman 1.2
Mgmt ForForForElect Director Ian G.H. Ashken 1.3
Mgmt ForForForElect Director Stefan Descheemaeker 1.4
Mgmt ForForForElect Director Golnar Khosrowshahi 1.5
Mgmt ForForForElect Director James E. Lillie 1.6
Mgmt ForForForElect Director Stuart M. MacFarlane 1.7
Mgmt ForForForElect Director Lord Myners of Truro 1.8
Mgmt ForAgainstForElect Director Victoria Parry 1.9
Mgmt ForForForElect Director Melanie Stack 1.10
Mgmt ForForForElect Director Samy Zekhout 1.11
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
SYNNEX Corporation
Meeting Date: 06/30/2021
Record Date: 06/08/2021
Country: USA
Meeting Type: Special
Primary Security ID: 87162W100
Ticker: SNX
Shares Voted: 485,607
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForIssue Shares in Connection with Merger 2
Mgmt ForForForIncrease Authorized Common Stock 3
Mgmt AgainstAgainstForAmend Certificate of Incorporation to Waive Corporate Opportunity Doctrine
4
Mgmt ForForForAdjourn Meeting 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
JD Sports Fashion Plc
Meeting Date: 07/01/2021
Record Date: 06/29/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G5144Y112
Ticker: JD
Shares Voted: 20,430
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForApprove Remuneration Report 2
Mgmt AgainstAgainstForApprove Remuneration Policy 3
Mgmt AgainstAgainstForRe-elect Peter Cowgill as Director 4
Mgmt AgainstAgainstForRe-elect Neil Greenhalgh as Director 5
Mgmt AgainstAgainstForRe-elect Andrew Leslie as Director 6
Mgmt ForForForRe-elect Martin Davies as Director 7
Mgmt ForForForRe-elect Heather Jackson as Director 8
Mgmt ForForForRe-elect Kath Smith as Director 9
Mgmt AgainstAgainstForElect Andrew Long as Director 10
Mgmt ForForForReappoint KPMG LLP as Auditors 11
Mgmt ForForForAuthorise the Audit Committee to Fix Remuneration of Auditors
12
Mgmt AgainstAgainstForApprove Long Term Incentive Plan 2021 13
Mgmt ForForForAuthorise UK Political Donations and Expenditure
14
Mgmt ForForForAuthorise Issue of Equity 15
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
16
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
17
Blackstone Mortgage Trust, Inc.
Meeting Date: 07/07/2021
Record Date: 04/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 09257W100
Ticker: BXMT
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Blackstone Mortgage Trust, Inc.
Shares Voted: 612,373
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael B. Nash Mgmt For For For
Mgmt ForForForElect Director Katharine A. Keenan 1.2
Mgmt ForForForElect Director Leonard W. Cotton 1.3
Mgmt WithholdWithholdForElect Director Thomas E. Dobrowski 1.4
Mgmt ForForForElect Director Martin L. Edelman 1.5
Mgmt WithholdWithholdForElect Director Henry N. Nassau 1.6
Mgmt ForForForElect Director Jonathan L. Pollack 1.7
Mgmt WithholdWithholdForElect Director Lynne B. Sagalyn 1.8
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Pets At Home Group Plc
Meeting Date: 07/08/2021
Record Date: 07/06/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G7041J107
Ticker: PETS
Shares Voted: 15,731
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Remuneration Report 2
Mgmt ForForForApprove Final Dividend 3
Mgmt ForForForRe-elect Peter Pritchard as Director 4A
Mgmt ForForForRe-elect Mike Iddon as Director 4B
Mgmt ForForForRe-elect Dennis Millard as Director 4C
Mgmt ForForForRe-elect Sharon Flood as Director 4D
Mgmt ForForForRe-elect Stanislas Laurent as Director 4E
Mgmt ForForForRe-elect Susan Dawson as Director 4F
Mgmt ForForForRe-elect Ian Burke as Director 4G
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Pets At Home Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Zarin Patel as Director 5
Mgmt ForForForReappoint KPMG LLP as Auditors 6
Mgmt ForForForAuthorise Board to Fix Remuneration of Auditors
7
Mgmt ForForForAuthorise Issue of Equity 8
Mgmt ForForForAuthorise UK Political Donations and Expenditure
9
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights
10
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
11
Mgmt ForForForAuthorise Market Purchase of Ordinary Shares 12
Mgmt ForForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
13
Melrose Industries Plc
Meeting Date: 07/09/2021
Record Date: 07/07/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G5973J178
Ticker: MRO
Shares Voted: 6,280,365
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Reduction of Share Premium Account Mgmt For For For
Mgmt ForForForApprove Issuance of B2 Shares 2
Mgmt ForForForApprove Share Consolidation 3
Ennis, Inc.
Meeting Date: 07/15/2021
Record Date: 05/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 293389102
Ticker: EBF
Shares Voted: 6,671
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Godfrey M. Long, Jr. Mgmt For Against Against
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ennis, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForElect Director Troy L. Priddy 1.2
Mgmt ForForForElect Director Alejandro Quiroz 1.3
Mgmt ForForForRatify Grant Thornton LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt AgainstAgainstForOther Business 5
ICON plc
Meeting Date: 07/20/2021
Record Date: 06/10/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G4705A100
Ticker: ICLR
Shares Voted: 210,566
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ciaran Murray Mgmt For For For
Mgmt ForForForElect Director Joan Garahy 1.2
Mgmt ForForForElect Director Eugene McCague 1.3
Mgmt ForForForElect Director Colin Shannon 2.1
Mgmt ForForForElect Director Linda Grais 2.2
Mgmt ForForForAccept Financial Statements and Statutory Reports
3
Mgmt ForForForAuthorize Board to Fix Remuneration of Auditors
4
Mgmt ForForForAuthorize Issue of Equity 5
Mgmt ForForForAuthorize Issue of Equity without Pre-emptive Rights
6
Mgmt ForForForAuthorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
7
Mgmt ForForForAuthorize Share Repurchase Program 8
Mgmt ForForForApprove the Price Range for the Reissuance of Shares
9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Topsports International Holdings Limited
Meeting Date: 07/20/2021
Record Date: 07/14/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G8924B104
Ticker: 6110
Shares Voted: 8,097,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt ForForForApprove PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration
3
Mgmt ForForForElect Leung Kam Kwan as Director 4a1
Mgmt ForForForElect Sheng Fang as Director 4a2
Mgmt ForForForElect Yung Josephine Yuen Ching as Director 4a3
Mgmt ForForForElect Hua Bin as Director 4a4
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
4b
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 7
Peoples Bancorp Inc.
Meeting Date: 07/22/2021
Record Date: 05/28/2021
Country: USA
Meeting Type: Special
Primary Security ID: 709789101
Ticker: PEBO
Shares Voted: 7,352
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger and Issuance of Shares in Connection with Merger
Mgmt For For For
Mgmt ForForForIncrease Authorized Common Stock 2
Mgmt ForForForAdjourn Meeting 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
China Yuchai International Limited
Meeting Date: 07/23/2021
Record Date: 06/07/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G21082105
Ticker: CYD
Shares Voted: 39,206
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
3.1 Elect Kwek Leng Peck as Director Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Gan Khai Choon as Director 3.2
Mgmt WithholdWithholdForElect Hoh Weng Ming as Director 3.3
Mgmt WithholdWithholdForElect Neo Poh Kiat as Director 3.4
Mgmt WithholdWithholdForElect Ho Raymond Chi-Keung as Director 3.5
Mgmt WithholdWithholdForElect Xie Tao as Director 3.6
Mgmt WithholdWithholdForElect Stephen Ho Kiam Kong as Director 4a
Mgmt WithholdWithholdForElect Li Hanyang as Director 4b
Mgmt ForForForAdopt Financial Statements and Directors' and Auditors' Reports
1
Mgmt ForForForApprove Increase in the Limit of Directors' Fees
2
Mgmt AgainstAgainstForElect Wu Qiwei as Director 5
Mgmt AgainstAgainstForAuthorize Board to Appoint Up to the Maximum of 11 Directors
6
Mgmt ForForForApprove Ernst & Young LLP as Auditors and Authorize Audit Committee to Fix Their Remuneration
7
McKesson Corporation
Meeting Date: 07/23/2021
Record Date: 05/28/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 58155Q103
Ticker: MCK
Shares Voted: 1,216,877
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Dominic J. Caruso Mgmt For For For
Mgmt ForForForElect Director Donald R. Knauss 1b
Mgmt ForForForElect Director Bradley E. Lerman 1c
Mgmt ForForForElect Director Linda P. Mantia 1d
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
McKesson Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Maria Martinez 1e
Mgmt ForForForElect Director Edward A. Mueller 1f
Mgmt ForForForElect Director Susan R. Salka 1g
Mgmt ForForForElect Director Brian S. Tyler 1h
Mgmt ForForForElect Director Kenneth E. Washington 1i
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstProvide Right to Act by Written Consent 4
VMware, Inc.
Meeting Date: 07/23/2021
Record Date: 05/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 928563402
Ticker: VMW
Shares Voted: 62
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kenneth Denman Mgmt For For For
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt AgainstAgainstForAmend Qualified Employee Stock Purchase Plan
4
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
5
Linde Plc
Meeting Date: 07/26/2021
Record Date: 07/24/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G5494J103
Ticker: LIN
Shares Voted: 15
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Wolfgang H. Reitzle Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Linde Plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Stephen F. Angel 1b
Mgmt ForForForElect Director Ann-Kristin Achleitner 1c
Mgmt ForForForElect Director Clemens A. H. Borsig 1d
Mgmt ForForForElect Director Nance K. Dicciani 1e
Mgmt ForForForElect Director Thomas Enders 1f
Mgmt ForForForElect Director Franz Fehrenbach 1g
Mgmt ForForForElect Director Edward G. Galante 1h
Mgmt ForForForElect Director Larry D. McVay 1i
Mgmt ForForForElect Director Victoria E. Ossadnik 1j
Mgmt ForForForElect Director Martin H. Richenhagen 1k
Mgmt ForForForElect Director Robert L. Wood 1l
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 2a
Mgmt ForForForAuthorize Board to Fix Remuneration of Auditors
2b
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Remuneration Policy 4
Mgmt ForForForApprove Remuneration Report 5
Mgmt ForForForApprove Omnibus Stock Plan 6
Mgmt ForForForDetermine Price Range for Reissuance of Treasury Shares
7
Landsea Homes Corporation
Meeting Date: 07/27/2021
Record Date: 07/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 51509P103
Ticker: LSEA
Shares Voted: 65,249
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ming (Martin) Tian Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director John Ho 1.2
Mgmt WithholdWithholdForElect Director Qin (Joanna) Zhou 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Landsea Homes Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt WithholdWithholdForElect Director Bruce Frank 1.4
Mgmt WithholdWithholdForElect Director Thomas J. Hartfield 1.5
Mgmt WithholdWithholdForElect Director Robert Miller 1.6
Mgmt ForForForElect Director Scott Reed 1.7
Mgmt ForForForElect Director Elias Farhat 1.8
Mgmt ForForForElect Director Tim T. Chang 1.9
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
PT Wismilak Inti Makmur Tbk
Meeting Date: 07/27/2021
Record Date: 07/02/2021
Country: Indonesia
Meeting Type: Annual
Primary Security ID: Y714AD109
Ticker: WIIM
Shares Voted: 37,293,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Financial Statements, Statutory Reports, and Discharge of Directors and Commissioners
Mgmt For For For
Mgmt ForForForApprove Allocation of Income 2
Mgmt ForForForApprove Auditors 3
Mgmt ForForForApprove Remuneration of Directors and Commissioners
4
Mgmt AgainstAgainstForAmend Articles of Association 5
VF Corporation
Meeting Date: 07/27/2021
Record Date: 05/28/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 918204108
Ticker: VFC
Shares Voted: 56
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Richard T. Carucci Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
VF Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Juliana L. Chugg 1.2
Mgmt ForForForElect Director Benno Dorer 1.3
Mgmt ForForForElect Director Mark S. Hoplamazian 1.4
Mgmt ForForForElect Director Laura W. Lang 1.5
Mgmt ForForForElect Director W. Alan McCollough 1.6
Mgmt ForForForElect Director W. Rodney McMullen 1.7
Mgmt ForForForElect Director Clarence Otis, Jr. 1.8
Mgmt ForForForElect Director Steven E. Rendle 1.9
Mgmt ForForForElect Director Carol L. Roberts 1.10
Mgmt ForForForElect Director Matthew J. Shattock 1.11
Mgmt ForForForElect Director Veronica B. Wu 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
Booz Allen Hamilton Holding Corporation
Meeting Date: 07/28/2021
Record Date: 06/07/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 099502106
Ticker: BAH
Shares Voted: 77,075
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Horacio D. Rozanski Mgmt For For For
Mgmt ForForForElect Director Ian Fujiyama 1b
Mgmt ForForForElect Director Mark E. Gaumond 1c
Mgmt ForForForElect Director Gretchen W. McClain 1d
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CRA International, Inc.
Meeting Date: 07/28/2021
Record Date: 06/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 12618T105
Ticker: CRAI
Shares Voted: 11,034
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Robert Holthausen Mgmt For For For
Mgmt WithholdWithholdForElect Director Nancy Hawthorne 1.2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Grant Thornton LLP as Auditors 3
Graham Corporation
Meeting Date: 07/28/2021
Record Date: 06/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 384556106
Ticker: GHM
Shares Voted: 32,592
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Alan Fortier Mgmt For Withhold Withhold
Mgmt ForForForElect Director James R. Lines 1.2
Mgmt ForForForElect Director Lisa M. Schnorr 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Industrial and Commercial Bank of China Limited
Meeting Date: 07/29/2021
Record Date: 07/22/2021
Country: China
Meeting Type: Extraordinary Shareholders
Primary Security ID: Y3990B112
Ticker: 1398
Shares Voted: 1,082,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Industrial and Commercial Bank of China Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Huang Liangbo as Supervisor 1
Mgmt ForForForElect Wang Jingwu as Director 2
Jazz Pharmaceuticals plc
Meeting Date: 07/29/2021
Record Date: 06/02/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G50871105
Ticker: JAZZ
Shares Voted: 139,292
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Peter Gray Mgmt For For For
Mgmt ForForForElect Director Kenneth W. O'Keefe 1b
Mgmt ForForForElect Director Mark D. Smith 1c
Mgmt ForForForElect Director Catherine A. Sohn 1d
Mgmt ForForForApprove KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForAgainstForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForAgainstForAuthorise Issue of Equity without Pre-emptive Rights
5
Mgmt ForAgainstForAdjourn Meeting 6
Ralph Lauren Corporation
Meeting Date: 07/29/2021
Record Date: 06/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 751212101
Ticker: RL
Shares Voted: 15
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Michael A. George Mgmt For For For
Mgmt ForForForElect Director Hubert Joly 1.2
Mgmt ForForForElect Director Linda Findley Kozlowski 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Ralph Lauren Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Enova International, Inc.
Meeting Date: 08/02/2021
Record Date: 06/07/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29357K103
Ticker: ENVA
Shares Voted: 22,137
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Ellen Carnahan Mgmt For For For
Mgmt ForForForElect Director Daniel R. Feehan 1b
Mgmt ForForForElect Director David Fisher 1c
Mgmt ForForForElect Director William M. Goodyear 1d
Mgmt ForForForElect Director James A. Gray 1e
Mgmt ForForForElect Director Gregg A. Kaplan 1f
Mgmt ForForForElect Director Mark P. McGowan 1g
Mgmt ForForForElect Director Linda Johnson Rice 1h
Mgmt ForForForElect Director Mark A. Tebbe 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Eagle Materials Inc.
Meeting Date: 08/03/2021
Record Date: 06/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 26969P108
Ticker: EXP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Eagle Materials Inc.
Shares Voted: 216,169
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director F. William Barnett Mgmt For Against For
Mgmt ForAgainstForElect Director Richard Beckwitt 1b
Mgmt ForForForElect Director Ed H. Bowman 1c
Mgmt ForForForElect Director Michael R. Haack 1d
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Spectrum Brands Holdings, Inc.
Meeting Date: 08/03/2021
Record Date: 06/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 84790A105
Ticker: SPB
Shares Voted: 356,031
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director David M. Maura Mgmt For For For
Mgmt ForForForElect Director Terry L. Polistina 1.2
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForDeclassify the Board of Directors 4
Universal Corporation
Meeting Date: 08/03/2021
Record Date: 06/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 913456109
Ticker: UVV
Shares Voted: 477,084
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Diana F. Cantor Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Universal Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Robert C. Sledd 1.2
Mgmt ForForForElect Director Thomas H. Tullidge, Jr. 1.3
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Flex Ltd.
Meeting Date: 08/04/2021
Record Date: 06/09/2021
Country: Singapore
Meeting Type: Annual
Primary Security ID: Y2573F102
Ticker: FLEX
Shares Voted: 3,293,299
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Revathi Advaithi Mgmt For For For
Mgmt ForForForElect Director Michael D. Capellas 1b
Mgmt ForForForElect Director John D. Harris, II 1c
Mgmt ForForForElect Director Michael E. Hurlston 1d
Mgmt ForForForElect Director Jennifer Li 1e
Mgmt ForForForElect Director Erin L. McSweeney 1f
Mgmt ForForForElect Director Marc A. Onetto 1g
Mgmt ForForForElect Director Willy C. Shih 1h
Mgmt ForForForElect Director Charles K. Stevens, III 1i
Mgmt ForForForElect Director Lay Koon Tan 1j
Mgmt ForForForElect Director William D. Watkins 1k
Mgmt ForForForApprove Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForApprove Issuance of Shares without Preemptive Rights
4
Mgmt ForForForAuthorize Share Repurchase Program 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
EnerSys
Meeting Date: 08/05/2021
Record Date: 06/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29275Y102
Ticker: ENS
Shares Voted: 410,753
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Hwan-yoon F. Chung Mgmt For For For
Mgmt ForForForElect Director Arthur T. Katsaros 1.2
Mgmt AgainstAgainstForElect Director Robert Magnus 1.3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Independent Bank Corp.
Meeting Date: 08/05/2021
Record Date: 06/17/2021
Country: USA
Meeting Type: Special
Primary Security ID: 453836108
Ticker: INDB
Shares Voted: 1,800
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
UPL Limited
Meeting Date: 08/06/2021
Record Date: 07/30/2021
Country: India
Meeting Type: Annual
Primary Security ID: Y9305P100
Ticker: 512070
Shares Voted: 387,420
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Standalone Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForAccept Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForForApprove Dividend 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
UPL Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForReelect Arun Ashar as Director 4
Mgmt ForForForApprove Remuneration of Cost Auditors 5
Check Point Software Technologies Ltd.
Meeting Date: 08/10/2021
Record Date: 07/01/2021
Country: Israel
Meeting Type: Annual
Primary Security ID: M22465104
Ticker: CHKP
Shares Voted: 5,174
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Reelect Gil Shwed as Director Mgmt For For For
Mgmt ForForForReelect Jerry Ungerman as Director 1b
Mgmt ForForForReelect Rupal Hollenbeck as Director 1c
Mgmt ForForForReelect Tal Shavit as Director 1d
Mgmt ForForForReelect Eyal Waldman as Director 1e
Mgmt ForForForReelect Shai Weiss as Director 1f
Mgmt AgainstAgainstForReelect Yoav Chelouche as External Director 2a
Mgmt ForForForReelect Guy Gecht as External Director 2b
Mgmt ForForForAmend Article Re: Board Related 3
Mgmt ForForForReappoint Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt ForForForApprove Employment Terms of Gil Shwed, CEO
5
Mgmt ForReferNoneVote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager
A
Qorvo, Inc.
Meeting Date: 08/10/2021
Record Date: 06/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74736K101
Ticker: QRVO
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Qorvo, Inc.
Shares Voted: 1,446,560
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Ralph G. Quinsey Mgmt For For For
Mgmt ForForForElect Director Robert A. Bruggeworth 1.2
Mgmt ForForForElect Director Judy Bruner 1.3
Mgmt ForForForElect Director Jeffery R. Gardner 1.4
Mgmt ForForForElect Director John R. Harding 1.5
Mgmt ForForForElect Director David H. Y. Ho 1.6
Mgmt ForForForElect Director Roderick D. Nelson 1.7
Mgmt ForForForElect Director Walden C. Rhines 1.8
Mgmt ForForForElect Director Susan L. Spradley 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Sendas Distribuidora SA
Meeting Date: 08/11/2021
Record Date:
Country: Brazil
Meeting Type: Extraordinary Shareholders
Primary Security ID: P8T81L100
Ticker: ASAI3
Shares Voted: 81,100
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve 5-for-1 Stock Split and Amend Articles 4 and 5 Accordingly
Mgmt For For For
Mgmt ForForForConsolidate Bylaws 2
Mgmt ForForNoneIn the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call?
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Electronic Arts Inc.
Meeting Date: 08/12/2021
Record Date: 06/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 285512109
Ticker: EA
Shares Voted: 81,601
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kofi A. Bruce Mgmt For For For
Mgmt ForForForElect Director Leonard S. Coleman 1b
Mgmt ForForForElect Director Jeffrey T. Huber 1c
Mgmt ForForForElect Director Talbott Roche 1d
Mgmt ForForForElect Director Richard A. Simonson 1e
Mgmt ForForForElect Director Luis A. Ubinas 1f
Mgmt ForForForElect Director Heidi J. Ueberroth 1g
Mgmt ForForForElect Director Andrew Wilson 1h
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForProvide Right to Act by Written Consent 4
SH ForForAgainstProvide Right to Act by Written Consent 5
SillaJen, Inc.
Meeting Date: 08/13/2021
Record Date: 07/22/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y7T3A9100
Ticker: 215600
Shares Voted: 3,291
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Kim Sang-won as Inside Director Mgmt For For For
Mgmt ForForForElect Jang Dong-taek as Inside Director 1.2
Mgmt ForForForElect Seo Jae-sik as Outside Director 1.3
Mgmt ForForForElect Hong Wan-gi as Outside Director 1.4
Mgmt ForForForElect Ajit Gill as Non-Independent Non-Executive Director
1.5
Mgmt ForForForElect Sanjeev Munshi as Non-Independent Non-Executive Director
1.6
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SillaJen, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAppoint Seong Man-seok as Internal Auditor 2
Mgmt AgainstAgainstForAmend Executive Compensation Policy 3
Mgmt ForForForApprove Stock Option Grants 4
WH Group Limited
Meeting Date: 08/16/2021
Record Date: 08/10/2021
Country: Cayman Islands
Meeting Type: Extraordinary Shareholders
Primary Security ID: G96007102
Ticker: 288
Shares Voted: 6,487,206
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Conditional Voluntary Cash Offer to Buy-Back Shares and Related Transactions
Mgmt For For For
Mgmt ForForForApprove Whitewash Waiver and Related Transactions
2
DXC Technology Company
Meeting Date: 08/17/2021
Record Date: 06/21/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 23355L106
Ticker: DXC
Shares Voted: 991,078
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Mukesh Aghi Mgmt For For For
Mgmt ForForForElect Director Amy E. Alving 1b
Mgmt ForForForElect Director David A. Barnes 1c
Mgmt ForForForElect Director Raul J. Fernandez 1d
Mgmt ForForForElect Director David L. Herzog 1e
Mgmt ForForForElect Director Mary L. Krakauer 1f
Mgmt ForForForElect Director Ian C. Read 1g
Mgmt ForForForElect Director Dawn Rogers 1h
Mgmt ForForForElect Director Michael J. Salvino 1i
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
DXC Technology Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Manoj P. Singh 1j
Mgmt ForForForElect Director Akihiko Washington 1k
Mgmt ForForForElect Director Robert F. Woods 1l
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Webster Financial Corporation
Meeting Date: 08/17/2021
Record Date: 07/02/2021
Country: USA
Meeting Type: Special
Primary Security ID: 947890109
Ticker: WBS
Shares Voted: 186,767
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForIncrease Authorized Common Stock 2
Mgmt ForForForAdjourn Meeting 3
HollySys Automation Technologies Ltd.
Meeting Date: 08/20/2021
Record Date: 06/24/2021
Country: Virgin Isl (UK)
Meeting Type: Written Consent
Primary Security ID: G45667105
Ticker: HOLI
Shares Voted: 30,858
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Written Consent Mgmt
SH ForForForApprove Matters in Connection with the Proposed Acquisition, Tender Offer and Consortium Actions
1
Luxi Chemical Group Co., Ltd.
Meeting Date: 08/20/2021
Record Date: 08/12/2021
Country: China
Meeting Type: Special
Primary Security ID: Y7680K100
Ticker: 000830
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Luxi Chemical Group Co., Ltd.
Shares Voted: 516,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Related Party Transaction Mgmt For For For
Sykes Enterprises, Incorporated
Meeting Date: 08/24/2021
Record Date: 07/23/2021
Country: USA
Meeting Type: Special
Primary Security ID: 871237103
Ticker: SYKE
Shares Voted: 816,238
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
Naspers Ltd.
Meeting Date: 08/25/2021
Record Date: 08/13/2021
Country: South Africa
Meeting Type: Annual
Primary Security ID: S53435103
Ticker: NPN
Shares Voted: 579
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Resolutions Mgmt
Mgmt ForForForAccept Financial Statements and Statutory Reports for Year Ended 31 March 2021
1
Mgmt ForForForApprove Dividends for N Ordinary and A Ordinary Shares
2
Mgmt ForForForReappoint PricewaterhouseCoopers Inc as Auditors of the Company with V Myburgh as the Individual Registered Auditor
3
Mgmt ForForForElect Angelien Kemna as Director 4
Mgmt ForForForRe-elect Hendrik du Toit as Director 5.1
Mgmt AgainstAgainstForRe-elect Craig Enenstein as Director 5.2
Mgmt ForForForRe-elect Nolo Letele as Director 5.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Naspers Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRe-elect Roberto Oliveira de Lima as Director 5.4
Mgmt ForForForRe-elect Ben van der Ross as Director 5.5
Mgmt ForForForRe-elect Manisha Girotra as Member of the Audit Committee
6.1
Mgmt ForForForElect Angelien Kemna as Member of the Audit Committee
6.2
Mgmt AgainstAgainstForRe-elect Steve Pacak as Member of the Audit Committee
6.3
Mgmt AgainstAgainstForApprove Remuneration Policy 7
Mgmt AgainstAgainstForApprove Implementation of the Remuneration Policy
8
Mgmt AgainstAgainstForPlace Authorised but Unissued Shares under Control of Directors
9
Mgmt AgainstAgainstForAuthorise Board to Issue Shares for Cash 10
Mgmt ForForForAuthorise Ratification of Approved Resolutions
11
MgmtSpecial Resolutions
Mgmt ForForForApprove Fees of the Board Chairman 1.1
Mgmt ForForForApprove Fees of the Board Member 1.2
Mgmt ForForForApprove Fees of the Audit Committee Chairman
1.3
Mgmt ForForForApprove Fees of the Audit Committee Member
1.4
Mgmt ForForForApprove Fees of the Risk Committee Chairman
1.5
Mgmt ForForForApprove Fees of the Risk Committee Member 1.6
Mgmt ForForForApprove Fees of the Human Resources and Remuneration Committee Chairman
1.7
Mgmt ForForForApprove Fees of the Human Resources and Remuneration Committee Member
1.8
Mgmt ForForForApprove Fees of the Nomination Committee Chairman
1.9
Mgmt ForForForApprove Fees of the Nomination Committee Member
1.10
Mgmt ForForForApprove Fees of the Social, Ethics and Sustainability Committee Chairman
1.11
Mgmt ForForForApprove Fees of the Social, Ethics and Sustainability Committee Member
1.12
Mgmt ForForForApprove Fees of the Trustees of Group Share Schemes/Other Personnel Funds
1.13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Naspers Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForApprove Financial Assistance in Terms of Section 44 of the Companies Act
2
Mgmt ForForForApprove Financial Assistance in Terms of Section 45 of the Companies Act
3
Mgmt ForForForAuthorise Repurchase of N Ordinary Shares 4
Mgmt AgainstAgainstForAuthorise Specific Repurchase of N Ordinary Shares from Holders of N Ordinary Shares
5
Mgmt AgainstAgainstForAuthorise Repurchase of A Ordinary Shares 6
Bharti Airtel Limited
Meeting Date: 08/31/2021
Record Date: 08/24/2021
Country: India
Meeting Type: Annual
Primary Security ID: Y0885K108
Ticker: 532454
Shares Voted: 123,827
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt AgainstAgainstForReelect Rakesh Bharti Mittal as Director 2
Mgmt AgainstAgainstForElect Tao Yih Arthur Lang as Director 3
Mgmt AgainstAgainstForElect Nisaba Godrej as Director 4
Mgmt AgainstAgainstForApprove Reappointment and Remuneration of Sunil Bharti Mittal as Chairman (in Executive Capacity)
5
Mgmt ForForForApprove Payment of Commission to Non-Executive Directors (Including Independent Directors)
6
Mgmt ForForForApprove Remuneration of Cost Auditors 7
Equity Commonwealth
Meeting Date: 08/31/2021
Record Date: 08/02/2021
Country: USA
Meeting Type: Special
Primary Security ID: 294628102
Ticker: EQC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Equity Commonwealth
Shares Voted: 2,930
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Regal Beloit Corporation
Meeting Date: 09/01/2021
Record Date: 07/16/2021
Country: USA
Meeting Type: Special
Primary Security ID: 758750103
Ticker: RBC
Shares Voted: 33
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Acquisition Mgmt For For For
Mgmt ForForForChange Company Name to Regal Rexnord Corporation
2
Mgmt ForForForIncrease Authorized Common Stock 3
Mgmt ForForForAdjourn Meeting 4
Zhongsheng Group Holdings Limited
Meeting Date: 09/08/2021
Record Date: 09/02/2021
Country: Cayman Islands
Meeting Type: Extraordinary Shareholders
Primary Security ID: G9894K108
Ticker: 881
Shares Voted: 564,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Share Purchase Agreement, Grant of Specific Mandate to Issue Consideration Shares and Related Transactions
Mgmt For For For
Box, Inc.
Meeting Date: 09/09/2021
Record Date: 07/12/2021
Country: USA
Meeting Type: Proxy Contest
Primary Security ID: 10316T104
Ticker: BOX
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Box, Inc.
Shares Voted: 24,492
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Management Proxy (Blue Proxy Card) Mgmt
Mgmt WithholdWithholdForElect Director Dana Evan 1.1
Mgmt ForForForElect Director Peter Leav 1.2
Mgmt ForForForElect Director Aaron Levie 1.3
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForEliminate Supermajority Vote Requirement to Amend Certain Provisions of the Charter
4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 5
MgmtDissident Proxy (White Proxy Card)
SH Do Not Vote
Do Not Vote
ForElect Director Deborah S. Conrad 1.1
SH Do Not Vote
Do Not Vote
ForElect Director Peter A. Feld 1.2
SH Do Not Vote
Do Not Vote
ForElect Director Xavier D. Williams 1.3
Mgmt Do Not Vote
Do Not Vote
ForAmend Qualified Employee Stock Purchase Plan
2
Mgmt Do Not Vote
Do Not Vote
AgainstAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt Do Not Vote
Do Not Vote
ForEliminate Supermajority Vote Requirement to Amend Certain Provisions of the Charter
4
Mgmt Do Not Vote
Do Not Vote
NoneRatify Ernst & Young LLP as Auditors 5
H&R Block, Inc.
Meeting Date: 09/09/2021
Record Date: 07/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 093671105
Ticker: HRB
Shares Voted: 31,730
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Sean H. Cohan Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
H&R Block, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Robert A. Gerard 1b
Mgmt ForForForElect Director Anuradha (Anu) Gupta 1c
Mgmt ForForForElect Director Richard A. Johnson 1d
Mgmt ForForForElect Director Jeffrey J. Jones, II 1e
Mgmt ForForForElect Director Mia F. Mends 1f
Mgmt ForForForElect Director Yolande G. Piazza 1g
Mgmt ForForForElect Director Victoria J. Reich 1h
Mgmt ForForForElect Director Matthew E. Winter 1i
Mgmt ForForForElect Director Christianna Wood 1j
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
NetApp, Inc.
Meeting Date: 09/10/2021
Record Date: 07/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 64110D104
Ticker: NTAP
Shares Voted: 1,463,371
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director T. Michael Nevens Mgmt For For For
Mgmt ForForForElect Director Deepak Ahuja 1b
Mgmt ForForForElect Director Gerald Held 1c
Mgmt ForForForElect Director Kathryn M. Hill 1d
Mgmt ForForForElect Director Deborah L. Kerr 1e
Mgmt ForForForElect Director George Kurian 1f
Mgmt ForForForElect Director Carrie Palin 1g
Mgmt ForForForElect Director Scott F. Schenkel 1h
Mgmt ForForForElect Director George T. Shaheen 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NetApp, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Omnibus Stock Plan 4
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
5
Mgmt ForForForProvide Right to Act by Written Consent 6
SH ForForAgainstProvide Right to Act by Written Consent 7
First Foundation Inc.
Meeting Date: 09/13/2021
Record Date: 07/26/2021
Country: USA
Meeting Type: Special
Primary Security ID: 32026V104
Ticker: FFWM
Shares Voted: 29,531
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
NortonLifeLock Inc.
Meeting Date: 09/14/2021
Record Date: 07/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 668771108
Ticker: NLOK
Shares Voted: 5,499,982
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Susan P. Barsamian Mgmt For For For
Mgmt ForForForElect Director Eric K. Brandt 1b
Mgmt ForForForElect Director Frank E. Dangeard 1c
Mgmt ForForForElect Director Nora M. Denzel 1d
Mgmt ForForForElect Director Peter A. Feld 1e
Mgmt ForForForElect Director Kenneth Y. Hao 1f
Mgmt ForForForElect Director Emily Heath 1g
Mgmt ForForForElect Director Vincent Pilette 1h
Mgmt ForForForElect Director Sherrese M. Smith 1i
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NortonLifeLock Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstRequire Independent Board Chair 4
Hindustan Petroleum Corporation Limited
Meeting Date: 09/15/2021
Record Date: 09/08/2021
Country: India
Meeting Type: Annual
Primary Security ID: Y3224R123
Ticker: 500104
Shares Voted: 726,778
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Mgmt AgainstAgainstForReelect Sunil Kumar as Director 3
Mgmt AgainstAgainstForReelect Vinod S Shenoy as Director 4
Mgmt AgainstAgainstForElect Alka Mittal as Director 5
Mgmt ForForForApprove Remuneration of Cost Auditors 6
Mgmt ForForForApprove Material Related Party Transactions with Joint Venture Company, HPCL Mittal Energy Limited (HMEL)
7
Open Text Corporation
Meeting Date: 09/15/2021
Record Date: 08/06/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 683715106
Ticker: OTEX
Shares Voted: 19,744
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director P. Thomas Jenkins Mgmt For For For
Mgmt ForForForElect Director Mark J. Barrenechea 1.2
Mgmt ForForForElect Director Randy Fowlie 1.3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Open Text Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director David Fraser 1.4
Mgmt ForForForElect Director Gail E. Hamilton 1.5
Mgmt ForForForElect Director Robert (Bob) Hau 1.6
Mgmt ForForForElect Director Ann M. Powell 1.7
Mgmt ForForForElect Director Stephen J. Sadler 1.8
Mgmt ForForForElect Director Harmit Singh 1.9
Mgmt ForForForElect Director Michael Slaunwhite 1.10
Mgmt ForForForElect Director Katharine B. Stevenson 1.11
Mgmt ForForForElect Director Deborah Weinstein 1.12
Mgmt ForForForRatify KPMG LLP as Auditors 2
Mgmt ForForForAdvisory Vote on Executive Compensation Approach
3
Alibaba Group Holding Limited
Meeting Date: 09/17/2021
Record Date: 08/04/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G01719114
Ticker: 9988
Shares Voted: 59,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Joseph C. Tsai Mgmt For Against Against
Mgmt ForForForElect Director J. Michael Evans 1.2
Mgmt ForForForElect Director E. Borje Ekholm 1.3
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 2
Alibaba Group Holding Limited
Meeting Date: 09/17/2021
Record Date: 08/04/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G01719114
Ticker: 9988
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Alibaba Group Holding Limited
Shares Voted: 16,199
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt AgainstAgainstForElect Director Joseph C. Tsai 1.1
Mgmt ForForForElect Director J. Michael Evans 1.2
Mgmt ForForForElect Director E. Borje Ekholm 1.3
Mgmt ForForForRatify PricewaterhouseCoopers as Auditors 2
Quantum Corporation
Meeting Date: 09/21/2021
Record Date: 07/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 747906501
Ticker: QMCO
Shares Voted: 4,679
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Rebecca J. Jacoby Mgmt For For For
Mgmt ForForForElect Director James J. Lerner 1b
Mgmt ForForForElect Director Raghavendra Rau 1c
Mgmt ForForForElect Director Marc E. Rothman 1d
Mgmt ForForForElect Director Yue Zhou (Emily) White 1e
Mgmt ForForForRatify Armanino LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Darden Restaurants, Inc.
Meeting Date: 09/22/2021
Record Date: 07/28/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 237194105
Ticker: DRI
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Darden Restaurants, Inc.
Shares Voted: 164,515
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Margaret Shan Atkins Mgmt For For For
Mgmt ForForForElect Director James P. Fogarty 1.2
Mgmt ForForForElect Director Cynthia T. Jamison 1.3
Mgmt ForForForElect Director Eugene I. Lee, Jr. 1.4
Mgmt ForForForElect Director Nana Mensah 1.5
Mgmt ForForForElect Director William S. Simon 1.6
Mgmt ForForForElect Director Charles M. Sonsteby 1.7
Mgmt ForForForElect Director Timothy J. Wilmott 1.8
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForAmend Qualified Employee Stock Purchase Plan
4
SHAdopt Share Retention Policy For Senior Executives - Withdrawn Resolutioin
5
Barnes & Noble Education, Inc.
Meeting Date: 09/23/2021
Record Date: 07/27/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 06777U101
Ticker: BNED
Shares Voted: 31,772
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Emily C. Chiu Mgmt For For For
Mgmt ForForForElect Director Daniel A. DeMatteo 1b
Mgmt ForForForElect Director David G. Golden 1c
Mgmt ForForForElect Director Michael P. Huseby 1d
Mgmt ForForForElect Director Zachary D. Levenick 1e
Mgmt ForForForElect Director Lowell W. Robinson 1f
Mgmt ForForForElect Director John R. Ryan 1g
Mgmt ForForForElect Director Jerry Sue Thornton 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Barnes & Noble Education, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
Mgmt AgainstAgainstForOther Business 5
Jazz Pharmaceuticals plc
Meeting Date: 09/23/2021
Record Date: 08/19/2021
Country: Ireland
Meeting Type: Extraordinary Shareholders
Primary Security ID: G50871105
Ticker: JAZZ
Shares Voted: 127,949
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Authorise Issue of Equity without Pre-emptive Rights
Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
BNP Paribas SA
Meeting Date: 09/24/2021
Record Date: 09/22/2021
Country: France
Meeting Type: Ordinary Shareholders
Primary Security ID: F1058Q238
Ticker: BNP
Shares Voted: 37,332
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForForApprove Allocation of Income and Additional Dividend of EUR 1.55 per Share
1
Mgmt ForForForAuthorize Filing of Required Documents/Other Formalities
2
General Mills, Inc.
Meeting Date: 09/28/2021
Record Date: 07/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 370334104
Ticker: GIS
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
General Mills, Inc.
Shares Voted: 34
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director R. Kerry Clark Mgmt For For For
Mgmt ForForForElect Director David M. Cordani 1b
Mgmt ForForForElect Director Jeffrey L. Harmening 1c
Mgmt ForForForElect Director Maria G. Henry 1d
Mgmt ForForForElect Director Jo Ann Jenkins 1e
Mgmt ForForForElect Director Elizabeth C. Lempres 1f
Mgmt ForForForElect Director Diane L. Neal 1g
Mgmt ForForForElect Director Steve Odland 1h
Mgmt ForForForElect Director Maria A. Sastre 1i
Mgmt ForForForElect Director Eric D. Sprunk 1j
Mgmt ForForForElect Director Jorge A. Uribe 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify KPMG LLP as Auditors 3
Mgmt ForForForEliminate Supermajority Vote Requirement 4
Tongcheng-Elong Holdings Limited
Meeting Date: 09/28/2021
Record Date: 09/21/2021
Country: Cayman Islands
Meeting Type: Extraordinary Shareholders
Primary Security ID: G8918W106
Ticker: 780
Shares Voted: 390,800
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Tencent Strategic Cooperation and Marketing Promotion Framework Agreement and Related Transactions
Mgmt For For For
Mgmt ForForForApprove Proposed Annual Caps in Relation to the Tencent Strategic Cooperation and Marketing Promotion Framework Agreement
2
Mgmt ForForForAuthorize Board to Handle All Matters in Relation to the Tencent Strategic Cooperation and Marketing Promotion Framework Agreement
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tongcheng-Elong Holdings Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Change of English Name and Dual Foreign Name in Chinese of the Company and Related Transactions
4
Korn Ferry
Meeting Date: 09/29/2021
Record Date: 08/02/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 500643200
Ticker: KFY
Shares Voted: 201,436
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Doyle N. Beneby Mgmt For For For
Mgmt ForForForElect Director Laura M. Bishop 1b
Mgmt ForForForElect Director Gary D. Burnison 1c
Mgmt ForForForElect Director Christina A. Gold 1d
Mgmt ForForForElect Director Jerry P. Leamon 1e
Mgmt ForForForElect Director Angel R. Martinez 1f
Mgmt ForForForElect Director Debra J. Perry 1g
Mgmt ForForForElect Director Lori J. Robinson 1h
Mgmt ForForForElect Director George T. Shaheen 1i
Mgmt ForAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
State Auto Financial Corporation
Meeting Date: 09/29/2021
Record Date: 08/16/2021
Country: USA
Meeting Type: Special
Primary Security ID: 855707105
Ticker: STFC
Shares Voted: 8,767
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdvisory Vote on Golden Parachutes 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
State Auto Financial Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdjourn Meeting 3
Aalberts NV
Meeting Date: 09/30/2021
Record Date: 09/02/2021
Country: Netherlands
Meeting Type: Extraordinary Shareholders
Primary Security ID: N00089271
Ticker: AALB
Shares Voted: 158,328
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Extraordinary Meeting Agenda Mgmt
MgmtOpen Meeting 1
Mgmt ForForForElect P.A.M. (Peter) van Bommel to Supervisory Board
2
MgmtOther Business (Non-Voting) 3
MgmtClose Meeting 4
Apollo Global Management, Inc.
Meeting Date: 10/01/2021
Record Date: 08/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 03768E105
Ticker: APO
Shares Voted: 3,617
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Walter (Jay) Clayton Mgmt For For For
Mgmt ForForForElect Director Michael Ducey 1.2
Mgmt ForForForElect Director Richard Emerson 1.3
Mgmt WithholdWithholdForElect Director Joshua Harris 1.4
Mgmt ForForForElect Director Kerry Murphy Healey 1.5
Mgmt ForForForElect Director Pamela Joyner 1.6
Mgmt WithholdWithholdForElect Director Scott Kleinman 1.7
Mgmt ForForForElect Director A.B. Krongard 1.8
Mgmt ForForForElect Director Pauline Richards 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Apollo Global Management, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt WithholdWithholdForElect Director Marc Rowan 1.10
Mgmt WithholdWithholdForElect Director David Simon 1.11
Mgmt WithholdWithholdForElect Director James Zelter 1.12
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Covanta Holding Corporation
Meeting Date: 10/12/2021
Record Date: 08/31/2021
Country: USA
Meeting Type: Special
Primary Security ID: 22282E102
Ticker: CVA
Shares Voted: 446
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
SK Telecom Co., Ltd.
Meeting Date: 10/12/2021
Record Date: 07/16/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y4935N104
Ticker: 017670
Shares Voted: 86,438
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Articles of Incorporation Mgmt For For For
Mgmt ForForForApprove Spin-Off Agreement 2
Mgmt ForForForElect Choi Gyu-nam as Non-Independent Non-Executive Director
3
SK Telecom Co., Ltd.
Meeting Date: 10/12/2021
Record Date: 07/16/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y4935N104
Ticker: 017670
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SK Telecom Co., Ltd.
Shares Voted: 6,319
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAmend Articles of Incorporation 1
Mgmt ForForForApprove Spin-Off Agreement 2
Mgmt ForForForElect Choi Gyu-nam as Non-Independent Non-Executive Director
3
The Procter & Gamble Company
Meeting Date: 10/12/2021
Record Date: 08/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 742718109
Ticker: PG
Shares Voted: 302
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director B. Marc Allen Mgmt For For For
Mgmt ForForForElect Director Angela F. Braly 1b
Mgmt ForForForElect Director Amy L. Chang 1c
Mgmt ForForForElect Director Joseph Jimenez 1d
Mgmt ForForForElect Director Christopher Kempczinski 1e
Mgmt ForForForElect Director Debra L. Lee 1f
Mgmt ForForForElect Director Terry J. Lundgren 1g
Mgmt ForForForElect Director Christine M. McCarthy 1h
Mgmt ForForForElect Director Jon R. Moeller 1i
Mgmt ForForForElect Director David S. Taylor 1j
Mgmt ForForForElect Director Margaret C. Whitman 1k
Mgmt ForForForElect Director Patricia A. Woertz 1l
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstAdopt a Policy to Include Non-Management Employees as Prospective Director Candidates
4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
OTP Bank Nyrt
Meeting Date: 10/15/2021
Record Date: 10/13/2021
Country: Hungary
Meeting Type: Special
Primary Security ID: X60746181
Ticker: OTP
Shares Voted: 34,138
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Sale of Repurchased Shares For Purpose of Special Employee Co-Ownership Program
Mgmt For For For
Mgmt ForForForApprove Support For Special Employee Co-Ownership Program
2
Tongkun Group Co., Ltd.
Meeting Date: 10/18/2021
Record Date: 10/11/2021
Country: China
Meeting Type: Special
Primary Security ID: Y8851U109
Ticker: 601233
Shares Voted: 609,900
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Amendments to Articles of Association
Mgmt For For For
Landec Corporation
Meeting Date: 10/20/2021
Record Date: 08/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 514766104
Ticker: LNDC
Shares Voted: 7,198
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Albert D. Bolles Mgmt For For For
Mgmt ForForForElect Director Deborah Carosella 1.2
Mgmt WithholdWithholdForElect Director Tonia Pankopf 1.3
Mgmt ForForForElect Director Craig A. Barbarosh 1.4
Mgmt WithholdWithholdForElect Director Joshua E. Schechter 1.5
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Landec Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Svenska Handelsbanken AB
Meeting Date: 10/21/2021
Record Date: 10/13/2021
Country: Sweden
Meeting Type: Extraordinary Shareholders
Primary Security ID: W9112U104
Ticker: SHB.A
Shares Voted: 2,366,476
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Open Meeting Mgmt
Mgmt ForForForElect Chairman of Meeting 2
Mgmt ForForForDesignate Maria Sjostedt as Inspector of Minutes of Meeting
3.a
Mgmt ForForForDesignate Karl Aberg as Inspector of Minutes of Meeting
3.b
Mgmt ForForForPrepare and Approve List of Shareholders 4
Mgmt ForForForApprove Agenda of Meeting 5
Mgmt ForForForAcknowledge Proper Convening of Meeting 6
Mgmt ForForForApprove Transaction with a Related Party 7.a
Mgmt ForForForApprove Distribution of Shares in AB Industrivarden to Shareholders
7.b
MgmtClose Meeting 8
JNBY Design Limited
Meeting Date: 10/22/2021
Record Date: 10/18/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G55044104
Ticker: 3306
Shares Voted: 449,500
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For For
Mgmt ForForForApprove Final Dividend 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
JNBY Design Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Special Dividend 3
Mgmt ForForForElect Wu Huating as Director 4A1
Mgmt ForForForElect Wei Zhe as Director 4A2
Mgmt ForForForElect Lam Yiu Por as Director 4A3
Mgmt ForForForAuthorize Board to Fix Remuneration of Directors
4B
Mgmt ForForForApprove PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration
5
Mgmt AgainstAgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
6A
Mgmt ForForForAuthorize Repurchase of Issued Share Capital 6B
Mgmt AgainstAgainstForAuthorize Reissuance of Repurchased Shares 6C
Xin Feng Ming Group Co. Ltd.
Meeting Date: 10/25/2021
Record Date: 10/20/2021
Country: China
Meeting Type: Special
Primary Security ID: Y972EP102
Ticker: 603225
Shares Voted: 776,298
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Articles of Association Mgmt For For For
James River Group Holdings, Ltd.
Meeting Date: 10/26/2021
Record Date: 09/08/2021
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G5005R107
Ticker: JRVR
Shares Voted: 14,938
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Patricia H. Roberts Mgmt For Withhold Withhold
Mgmt ForForForElect Director Thomas L. Brown 1b
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
James River Group Holdings, Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Parker-Hannifin Corporation
Meeting Date: 10/27/2021
Record Date: 09/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 701094104
Ticker: PH
Shares Voted: 168,547
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Lee C. Banks Mgmt For For For
Mgmt ForForForElect Director Jillian C. Evanko 1b
Mgmt ForForForElect Director Lance M. Fritz 1c
Mgmt ForForForElect Director Linda A. Harty 1d
Mgmt ForForForElect Director William F. Lacey 1e
Mgmt ForForForElect Director Kevin A. Lobo 1f
Mgmt ForForForElect Director Joseph Scaminace 1g
Mgmt ForForForElect Director Ake Svensson 1h
Mgmt ForForForElect Director Laura K. Thompson 1i
Mgmt ForForForElect Director James R. Verrier 1j
Mgmt ForForForElect Director James L. Wainscott 1k
Mgmt ForForForElect Director Thomas L. Williams 1l
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Whitehaven Coal Limited
Meeting Date: 10/27/2021
Record Date: 10/25/2021
Country: Australia
Meeting Type: Annual
Primary Security ID: Q97664108
Ticker: WHC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Whitehaven Coal Limited
Shares Voted: 223,758
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Remuneration Report Mgmt For Against Against
Mgmt ForForForApprove Grant of Performance Rights to Paul Flynn
2
Mgmt ForForForElect Fiona Robertson as Director 3
Mgmt ForForForElect Lindsay Ward as Director 4
Mgmt ForForForApprove Re-insertion of the Partial Takeover Provisions in the Constitution
5
SH AgainstAgainstAgainstApprove the Amendments to the Company's Constitution
6
SH AgainstAgainstAgainstApprove Capital Protection 7
Haitian International Holdings Limited
Meeting Date: 10/29/2021
Record Date: 10/25/2021
Country: Cayman Islands
Meeting Type: Extraordinary Shareholders
Primary Security ID: G4232C108
Ticker: 1882
Shares Voted: 54,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve 2021 Supplemental Agreement, Revised Caps and Related Transactions
Mgmt For For For
RBC Funds Trust
Meeting Date: 10/29/2021
Record Date: 08/05/2021
Country: USA
Meeting Type: Special
Primary Security ID: ZZZZ00043452
Ticker: N/A
Shares Voted: 150,839
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Investment Advisory Agreement with RBC Global Asset Management (U.S.) Inc.
Mgmt For For For
Mgmt AgainstAgainstForApprove Reclassification of the Fundamental Investment Objective as Non-Fundamental
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
SillaJen, Inc.
Meeting Date: 10/29/2021
Record Date: 09/30/2021
Country: South Korea
Meeting Type: Special
Primary Security ID: Y7T3A9100
Ticker: 215600
Shares Voted: 3,291
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Amend Articles of Incorporation (Business Objective)
Mgmt For For For
Mgmt ForForForAmend Articles of Incorporation (Election of CEO)
1.2
Mgmt ForForForAmend Articles of Incorporation (Counseling Service and Advisory)
1.3
Mgmt ForForForAmend Articles of Incorporation (Election of Auditor)
1.4
Mgmt ForForForElect Park Sang-geun as Inside Director 2.1
Mgmt ForForForElect Kim Sang-won as Non-Independent Non-Executive Director
2.2
Mgmt ForForForElect Kim Jae-gyeong as Non-Independent Non-Executive Director
2.3
Mgmt ForForForAppoint Seong Man-seok as Internal Auditor 3.1
Mgmt ForForForApprove Stock Option Grants 4
Matrix Service Company
Meeting Date: 11/02/2021
Record Date: 09/03/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 576853105
Ticker: MTRX
Shares Voted: 24,824
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Martha Z. Carnes Mgmt For Against Against
Mgmt AgainstAgainstForElect Director John D. Chandler 1b
Mgmt AgainstAgainstForElect Director Carlin G. Conner 1c
Mgmt ForForForElect Director John R. Hewitt 1d
Mgmt AgainstAgainstForElect Director Liane K. Hinrichs 1e
Mgmt AgainstAgainstForElect Director James H. Miller 1f
Mgmt ForForForElect Director Jim W. Mogg 1g
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Matrix Service Company
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Chubb Limited
Meeting Date: 11/03/2021
Record Date: 09/10/2021
Country: Switzerland
Meeting Type: Extraordinary Shareholders
Primary Security ID: H1467J104
Ticker: CB
Shares Voted: 1,871,505
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Ratify Share Repurchase Program Mgmt For For For
Mgmt ForForForApprove CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares
2
Mgmt AgainstAgainstForTransact Other Business (Voting) 3
KLA Corporation
Meeting Date: 11/03/2021
Record Date: 09/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 482480100
Ticker: KLAC
Shares Voted: 456,914
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Edward Barnholt Mgmt For For For
Mgmt ForForForElect Director Robert Calderoni 1.2
Mgmt ForForForElect Director Jeneanne Hanley 1.3
Mgmt AgainstAgainstForElect Director Emiko Higashi 1.4
Mgmt ForForForElect Director Kevin Kennedy 1.5
Mgmt ForForForElect Director Gary Moore 1.6
Mgmt ForForForElect Director Marie Myers 1.7
Mgmt ForForForElect Director Kiran Patel 1.8
Mgmt ForForForElect Director Victor Peng 1.9
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
KLA Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Robert Rango 1.10
Mgmt ForForForElect Director Richard Wallace 1.11
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Tapestry, Inc.
Meeting Date: 11/03/2021
Record Date: 09/07/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 876030107
Ticker: TPR
Shares Voted: 4,240,448
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director John P. Bilbrey Mgmt For For For
Mgmt ForForForElect Director Darrell Cavens 1b
Mgmt ForForForElect Director Joanne Crevoiserat 1c
Mgmt ForForForElect Director David Denton 1d
Mgmt ForForForElect Director Hanneke Faber 1e
Mgmt ForForForElect Director Anne Gates 1f
Mgmt ForForForElect Director Thomas Greco 1g
Mgmt ForForForElect Director Pamela Lifford 1h
Mgmt ForForForElect Director Annabelle Yu Long 1i
Mgmt ForForForElect Director Ivan Menezes 1j
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
NortonLifeLock Inc.
Meeting Date: 11/04/2021
Record Date: 10/13/2021
Country: USA
Meeting Type: Special
Primary Security ID: 668771108
Ticker: NLOK
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
NortonLifeLock Inc.
Shares Voted: 7,239,238
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Lam Research Corporation
Meeting Date: 11/08/2021
Record Date: 09/09/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 512807108
Ticker: LRCX
Shares Voted: 299,282
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Sohail U. Ahmed Mgmt For For For
Mgmt ForForForElect Director Timothy M. Archer 1.2
Mgmt ForForForElect Director Eric K. Brandt 1.3
Mgmt ForForForElect Director Michael R. Cannon 1.4
Mgmt ForForForElect Director Catherine P. Lego 1.5
Mgmt ForForForElect Director Bethany J. Mayer 1.6
Mgmt ForForForElect Director Abhijit Y. Talwalkar 1.7
Mgmt ForForForElect Director Lih Shyng (Rick L.) Tsai 1.8
Mgmt ForForForElect Director Leslie F. Varon 1.9
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
Euronav NV
Meeting Date: 11/10/2021
Record Date: 10/27/2021
Country: Belgium
Meeting Type: Extraordinary Shareholders
Primary Security ID: B38564108
Ticker: EURN
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Euronav NV
Shares Voted: 19,074
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Extraordinary Shareholders' Meeting Agenda Mgmt
Mgmt ForForForApprove Change-of-Control Clause Re: Mandatory Repurchase following a Put Option Event and Warranty and Indemnity
1
Mgmt ForForForDeletion of Article 8 of the Company's Articles of Association
2
Mgmt ForForForApprove Reduction of Share Premium 3
Mgmt ForForForAuthorize Implementation of Approved Resolutions
4
Mgmt ForForForAuthorize Filing of Required Documents/Formalities at Trade Registry
5
Oracle Corporation
Meeting Date: 11/10/2021
Record Date: 09/13/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 68389X105
Ticker: ORCL
Shares Voted: 2,658,843
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Jeffrey S. Berg Mgmt For Withhold Withhold
Mgmt ForForForElect Director Michael J. Boskin 1.2
Mgmt ForForForElect Director Safra A. Catz 1.3
Mgmt WithholdWithholdForElect Director Bruce R. Chizen 1.4
Mgmt WithholdWithholdForElect Director George H. Conrades 1.5
Mgmt ForForForElect Director Lawrence J. Ellison 1.6
Mgmt ForForForElect Director Rona A. Fairhead 1.7
Mgmt ForForForElect Director Jeffrey O. Henley 1.8
Mgmt ForForForElect Director Renee J. James 1.9
Mgmt WithholdWithholdForElect Director Charles W. Moorman, IV 1.10
Mgmt WithholdWithholdForElect Director Leon E. Panetta 1.11
Mgmt WithholdWithholdForElect Director William G. Parrett 1.12
Mgmt WithholdWithholdForElect Director Naomi O. Seligman 1.13
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Oracle Corporation
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Vishal Sikka 1.14
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 3
Mgmt ForForForRatify Ernst & Young LLP as Auditors 4
SH ForForAgainstReport on Racial Equity Audit 5
SH ForForAgainstRequire Independent Board Chair 6
SH AgainstAgainstAgainstReport on Political Contributions 7
Raiffeisen Bank International AG
Meeting Date: 11/10/2021
Record Date: 10/31/2021
Country: Austria
Meeting Type: Extraordinary Shareholders
Primary Security ID: A7111G104
Ticker: RBI
Shares Voted: 19,946
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income and Dividends of EUR 0.75 per Share
Mgmt For For For
Agricultural Bank of China Limited
Meeting Date: 11/11/2021
Record Date: 10/11/2021
Country: China
Meeting Type: Extraordinary Shareholders
Primary Security ID: Y00289119
Ticker: 1288
Shares Voted: 2,985,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForApprove Remuneration of Directors 1
Mgmt ForForForApprove Remuneration of Supervisors 2
Mgmt ForForForElect Liu Xiaopeng as Director 3
Mgmt ForForForElect Xiao Xiang as Director 4
Mgmt ForForForElect Wang Jingdong as Supervisor 5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Agricultural Bank of China Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Liu Hongxia as Supervisor 6
Mgmt ForForForElect Xu Xianglin as Supervisor 7
Mgmt ForForForElect Wang Xixin as Supervisor 8
Mgmt ForForForApprove Additional Budget for Designated Poverty Alleviation Donations
9
CACI International Inc
Meeting Date: 11/11/2021
Record Date: 09/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 127190304
Ticker: CACI
Shares Voted: 6,745
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Michael A. Daniels Mgmt For For For
Mgmt ForForForElect Director Lisa S. Disbrow 1b
Mgmt ForForForElect Director Susan M. Gordon 1c
Mgmt ForForForElect Director William L. Jews 1d
Mgmt ForForForElect Director Gregory G. Johnson 1e
Mgmt ForForForElect Director Ryan D. McCarthy 1f
Mgmt ForForForElect Director John S. Mengucci 1g
Mgmt ForForForElect Director Philip O. Nolan 1h
Mgmt ForForForElect Director James L. Pavitt 1i
Mgmt ForForForElect Director Debora A. Plunkett 1j
Mgmt ForForForElect Director William S. Wallace 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify Ernst & Young LLP as Auditors 3
CDK Global, Inc.
Meeting Date: 11/11/2021
Record Date: 09/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 12508E101
Ticker: CDK
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
CDK Global, Inc.
Shares Voted: 172,038
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Leslie A. Brun Mgmt For For For
Mgmt ForForForElect Director Willie A. Deese 1b
Mgmt ForForForElect Director Amy J. Hillman 1c
Mgmt ForForForElect Director Brian M. Krzanich 1d
Mgmt ForForForElect Director Stephen A. Miles 1e
Mgmt ForForForElect Director Robert E. Radway 1f
Mgmt ForForForElect Director Stephen F. Schuckenbrock 1g
Mgmt ForForForElect Director Frank S. Sowinski 1h
Mgmt ForForForElect Director Eileen J. Voynick 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForAmend Omnibus Stock Plan 4
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 5
Huafu Fashion Co., Ltd.
Meeting Date: 11/12/2021
Record Date: 11/08/2021
Country: China
Meeting Type: Special
Primary Security ID: Y013A0104
Ticker: 002042
Shares Voted: 2,898,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Profit Distribution Plan for the First Three Quarters of 2021
Mgmt For For For
Mgmt ForForForApprove Share Repurchase Plan (Third Revision)
2
Mgmt ForForForApprove to Appoint Auditor 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Western Digital Corporation
Meeting Date: 11/16/2021
Record Date: 09/20/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 958102105
Ticker: WDC
Shares Voted: 630,673
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Kimberly E. Alexy Mgmt For For For
Mgmt ForForForElect Director Thomas H. Caulfield 1b
Mgmt ForForForElect Director Martin I. Cole 1c
Mgmt ForForForElect Director Tunc Doluca 1d
Mgmt ForForForElect Director David V. Goeckeler 1e
Mgmt ForForForElect Director Matthew E. Massengill 1f
Mgmt ForForForElect Director Paula A. Price 1g
Mgmt ForForForElect Director Stephanie A. Streeter 1h
Mgmt ForForForElect Director Miyuki Suzuki 1i
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstAgainstForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Radiant Logistics, Inc.
Meeting Date: 11/17/2021
Record Date: 09/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 75025X100
Ticker: RLGT
Shares Voted: 25,152
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Bohn H. Crain Mgmt For For For
Mgmt ForForForElect Director Richard P. Palmieri 1b
Mgmt ForForForElect Director Michael Gould 1c
Mgmt ForForForElect Director Kristin Toth Smith 1d
Mgmt ForForForRatify BDO USA, LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Radiant Logistics, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Omnibus Incentive Plan 4
Avnet, Inc.
Meeting Date: 11/18/2021
Record Date: 09/20/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 053807103
Ticker: AVT
Shares Voted: 438,748
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Rodney C. Adkins Mgmt For For For
Mgmt ForForForElect Director Carlo Bozotti 1b
Mgmt ForForForElect Director Brenda L. Freeman 1c
Mgmt ForForForElect Director Philip R. Gallagher 1d
Mgmt ForForForElect Director Jo Ann Jenkins 1e
Mgmt ForForForElect Director Oleg Khaykin 1f
Mgmt ForForForElect Director James A. Lawrence 1g
Mgmt ForForForElect Director Ernest E. Maddock 1h
Mgmt ForForForElect Director Avid Modjtabai 1i
Mgmt ForForForElect Director Adalio T. Sanchez 1j
Mgmt ForForForElect Director William H. Schumann, III 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Omnibus Stock Plan 3
Mgmt ForForForRatify KPMG LLP as Auditors 4
Investors Bancorp, Inc.
Meeting Date: 11/19/2021
Record Date: 10/04/2021
Country: USA
Meeting Type: Special
Primary Security ID: 46146L101
Ticker: ISBC
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Investors Bancorp, Inc.
Shares Voted: 1,290,683
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
BGC Partners, Inc.
Meeting Date: 11/22/2021
Record Date: 09/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 05541T101
Ticker: BGCP
Shares Voted: 247,027
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Howard W. Lutnick Mgmt For Withhold Withhold
Mgmt ForForForElect Director Stephen T. Curwood 1.2
Mgmt ForForForElect Director William J. Moran 1.3
Mgmt ForForForElect Director Linda A. Bell 1.4
Mgmt ForForForElect Director David P. Richards 1.5
Mgmt ForForForElect Director Arthur U. Mbanefo 1.6
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstAgainstForAmend Omnibus Stock Plan 4
Industrivarden AB
Meeting Date: 11/23/2021
Record Date: 11/15/2021
Country: Sweden
Meeting Type: Extraordinary Shareholders
Primary Security ID: W45430100
Ticker: INDU.A
Shares Voted: 2
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Chairman of Meeting Mgmt For For For
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Industrivarden AB
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForDesignate Inspector(s) of Minutes of Meeting 2
Mgmt ForForForPrepare and Approve List of Shareholders 3
Mgmt ForForForApprove Agenda of Meeting 4
Mgmt ForForForAcknowledge Proper Convening of Meeting 5
Mgmt ForForForApprove SEK 8.3 Million Reduction in Share Capital via Share Cancellation for Transfer to Unrestricted Equity
6.a
Mgmt ForForForApprove Capitalization of Reserves of SEK 8.3 Million for a Bonus Issue
6.b
JPMorgan Trust II
Meeting Date: 11/23/2021
Record Date: 08/20/2021
Country: USA
Meeting Type: Special
Primary Security ID: ZZZZ00029550
Ticker: N/A
Shares Voted: 2,218,732
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director John F. Finn Mgmt For Withhold Withhold
Mgmt ForForForElect Director Stephen P. Fisher 1.2
Mgmt ForForForElect Director Gary L. French 1.3
Mgmt WithholdWithholdForElect Director Kathleen M. Gallagher 1.4
Mgmt ForForForElect Director Robert J. Grassi 1.5
Mgmt ForForForElect Director Frankie D. Hughes 1.6
Mgmt WithholdWithholdForElect Director Raymond Kanner 1.7
Mgmt ForForForElect Director Thomas P. Lemke 1.8
Mgmt ForForForElect Director Lawrence R. Maffia 1.9
Mgmt ForForForElect Director Mary E. Martinez 1.10
Mgmt ForForForElect Director Marilyn McCoy 1.11
Mgmt ForForForElect Director Robert A. Oden, Jr. 1.12
Mgmt ForForForElect Director Marian U. Pardo 1.13
Mgmt ForForForElect Director Emily A. Youssouf 1.14
Mgmt ForForForElect Director Robert F. Deutsch 1.15
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
JPMorgan Trust II
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director Nina O. Shenker 1.16
European Metals Holdings Limited
Meeting Date: 11/24/2021
Record Date: 11/20/2021
Country: Virgin Isl (UK)
Meeting Type: Annual
Primary Security ID: G3191T102
Ticker: EMH
Shares Voted: 62,508
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Kiran Morzaria as Director Mgmt For For For
Mgmt ForForForElect Lincoln Bloomfield as Director 2
Mgmt ForForForRatify Past Issuance of Funding Facility CDIs to 6466 Investments Pty Ltd
3
Mgmt ForForForRatify Past Issuance of Placement CDIs to Sophisticated and Professional Investors
4
Mgmt ForForForRatify Past Issuance of CDIs to S3 Consortium Pty Ltd
5
Mgmt ForForForRatify Past Issuance of Warrants to RK Equity Advisors LLC
6
Mgmt ForForForApprove the Issuance of Up to 10 Percent of the Company's Issued Capital
7
Mgmt ForForForApprove Issuance of Performance Rights to Everest Corporate Pty Ltd
8
Wells Fargo Funds Trust
Meeting Date: 11/24/2021
Record Date: 05/28/2021
Country: USA
Meeting Type: Special
Primary Security ID: ZZZZ00044030
Ticker: N/A
Shares Voted: 300,761
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Investment Management Agreement with Wells Fargo Funds Management, LLC
Mgmt For For For
Mgmt ForForForApprove Subadvisory Agreement with Wells Capital Management, LLC
2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Wells Fargo Funds Trust
Meeting Date: 11/24/2021
Record Date: 05/28/2021
Country: USA
Meeting Type: Special
Primary Security ID: ZZZZ00044030
Ticker: N/A
Shares Voted: 2,050,958
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Investment Management Agreement with Wells Fargo Funds Management, LLC
Mgmt For For For
Mgmt ForForForApprove Subadvisory Agreement with Wells Capital Management, LLC
2
Wells Fargo Funds Trust
Meeting Date: 11/24/2021
Record Date: 05/28/2021
Country: USA
Meeting Type: Special
Primary Security ID: ZZZZ00044030
Ticker: N/A
Shares Voted: 1,379,985
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Investment Management Agreement with Wells Fargo Funds Management, LLC
Mgmt For For For
Mgmt ForForForApprove Subadvisory Agreement with Wells Capital Management, LLC
2
Erste Group Bank AG
Meeting Date: 11/25/2021
Record Date: 11/15/2021
Country: Austria
Meeting Type: Extraordinary Shareholders
Primary Security ID: A19494102
Ticker: EBS
Shares Voted: 1,443
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Allocation of Income and Dividends of EUR 1.00 per Share
Mgmt For For For
Industrial & Commercial Bank of China Limited
Meeting Date: 11/25/2021
Record Date: 10/25/2021
Country: China
Meeting Type: Extraordinary Shareholders
Primary Security ID: Y3990B112
Ticker: 1398
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Industrial & Commercial Bank of China Limited
Shares Voted: 2,194,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForApprove Payment Plan of Remuneration to Directors for 2020
1
Mgmt ForForForApprove Payment Plan of Remuneration to Supervisors for 2020
2
Mgmt ForForForElect Zheng Guoyu as Director 3
SH ForForForElect Dong Yang as Director 4
Mgmt ForForForElect Zhang Jie as Supervisor 5
Mgmt ForForForApprove Application for Temporary Authorization Limit for External Donations
6
SH ForForForApprove Proposal on Issuing Eligible Tier 2 Capital Instruments
7
Angang Steel Company Limited
Meeting Date: 11/26/2021
Record Date: 11/22/2021
Country: China
Meeting Type: Extraordinary Shareholders
Primary Security ID: Y0132D105
Ticker: 347
Shares Voted: 4,504,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForApprove 2021 Supplemental Agreement, Proposed Revised Annual Caps and Related Transactions
1
Mgmt ForForForApprove Supply of Materials and Services Agreement (2022-2024), Proposed Annual Monetary Caps and Related Transactions
2
Mgmt ForForForApprove Supply of Raw Materials Agreement (2022-2024), Proposed Annual Monetary Caps and Related Transactions
3
Mgmt AgainstAgainstForApprove Financial Services Agreement (2022-2024), Proposed Annual Monetary Caps and Related Transactions
4
Mgmt ForForForApprove Supply Chain Financial Services Agreement (2022-2024), Proposed Annual Monetary Caps and Related Transactions
5
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Angang Steel Company Limited
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Liu Ming as Supervisor 6
Mgmt ForForForApprove Issuance of Perpetual Medium-Term Notes in the Inter-bank Bond Market
7
Mgmt ForForForApprove Public Issuance of Corporate Bonds 8
Mgmt ForForForApprove Public Issuance of Renewable Corporate Bonds
9
Hengli Petrochemical Co., Ltd.
Meeting Date: 11/26/2021
Record Date: 11/19/2021
Country: China
Meeting Type: Special
Primary Security ID: Y1963X103
Ticker: 600346
Shares Voted: 538,100
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Issuance of Commercial Papers Mgmt For For For
JD Sports Fashion Plc
Meeting Date: 11/26/2021
Record Date: 11/24/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G5144Y112
Ticker: JD
Shares Voted: 21,517
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
This Meeting is Originally Scheduled on 28 October 2021
Mgmt
Mgmt ForForForApprove Share Sub-Division 1
Microsoft Corporation
Meeting Date: 11/30/2021
Record Date: 09/30/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 594918104
Ticker: MSFT
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Microsoft Corporation
Shares Voted: 15,418
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Reid G. Hoffman Mgmt For For For
Mgmt ForForForElect Director Hugh F. Johnston 1.2
Mgmt ForForForElect Director Teri L. List 1.3
Mgmt ForForForElect Director Satya Nadella 1.4
Mgmt ForForForElect Director Sandra E. Peterson 1.5
Mgmt ForForForElect Director Penny S. Pritzker 1.6
Mgmt ForForForElect Director Carlos A. Rodriguez 1.7
Mgmt ForForForElect Director Charles W. Scharf 1.8
Mgmt ForForForElect Director John W. Stanton 1.9
Mgmt ForForForElect Director John W. Thompson 1.10
Mgmt ForForForElect Director Emma N. Walmsley 1.11
Mgmt ForForForElect Director Padmasree Warrior 1.12
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForApprove Qualified Employee Stock Purchase Plan
3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
SH ForForAgainstReport on Gender/Racial Pay Gap 5
SH ForForAgainstReport on Effectiveness of Workplace Sexual Harassment Policies
6
SH AgainstAgainstAgainstProhibit Sales of Facial Recognition Technology to All Government Entities
7
SH AgainstAgainstAgainstReport on Implementation of the Fair Chance Business Pledge
8
SH ForForAgainstReport on Lobbying Activities Alignment with Company Policies
9
Teekay LNG Partners L.P.
Meeting Date: 12/01/2021
Record Date: 10/28/2021
Country: Marshall Isl
Meeting Type: Special
Primary Security ID: Y8564M105
Ticker: TGP
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Teekay LNG Partners L.P.
Shares Voted: 22,308
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Hill-Rom Holdings, Inc.
Meeting Date: 12/02/2021
Record Date: 10/18/2021
Country: USA
Meeting Type: Special
Primary Security ID: 431475102
Ticker: HRC
Shares Voted: 9
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 3
1-800-FLOWERS.COM, Inc.
Meeting Date: 12/07/2021
Record Date: 10/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 68243Q106
Ticker: FLWS
Shares Voted: 12,613
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Celia R. Brown Mgmt For For For
Mgmt ForForForElect Director James A. Cannavino 1.2
Mgmt ForForForElect Director Dina Colombo 1.3
Mgmt ForForForElect Director Eugene F. DeMark 1.4
Mgmt ForForForElect Director Leonard J. Elmore 1.5
Mgmt ForForForElect Director Adam Hanft 1.6
Mgmt ForForForElect Director Stephanie Redish Hofmann 1.7
Mgmt ForForForElect Director Christopher G. McCann 1.8
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
1-800-FLOWERS.COM, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director James F. McCann 1.9
Mgmt ForForForElect Director Katherine Oliver 1.10
Mgmt ForForForElect Director Larry Zarin 1.11
Mgmt ForForForRatify BDO USA, LLP as Auditors 2
Baidu, Inc.
Meeting Date: 12/07/2021
Record Date: 11/05/2021
Country: Cayman Islands
Meeting Type: Extraordinary Shareholders
Primary Security ID: G07034104
Ticker: 9888
Shares Voted: 9,189
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForApprove Adoption of the Company's Dual Foreign Name
1
Mgmt ForForForAdopt Amended and Restated Memorandum and Articles of Association
2
Mgmt ForForForAuthorize Board to Deal With All Matters in Relation to the Change of Company Name and the Proposed Amendments
3
HollyFrontier Corporation
Meeting Date: 12/08/2021
Record Date: 10/21/2021
Country: USA
Meeting Type: Special
Primary Security ID: 436106108
Ticker: HFC
Shares Voted: 5,038,517
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Issue Shares in Connection with Acquisition Mgmt For For For
Mgmt ForForForAdjourn Meeting 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Fabrinet
Meeting Date: 12/09/2021
Record Date: 10/13/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G3323L100
Ticker: FN
Shares Voted: 10,890
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Frank H. Levinson Mgmt For For For
Mgmt ForForForElect Director David T. (Tom) Mitchell 1.2
Mgmt ForForForRatify PricewaterhouseCoopers ABAS Ltd. as Auditors
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Medtronic plc
Meeting Date: 12/09/2021
Record Date: 10/14/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G5960L103
Ticker: MDT
Shares Voted: 969,988
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Richard H. Anderson Mgmt For For For
Mgmt ForForForElect Director Craig Arnold 1b
Mgmt ForForForElect Director Scott C. Donnelly 1c
Mgmt ForForForElect Director Andrea J. Goldsmith 1d
Mgmt ForForForElect Director Randall J. Hogan, III 1e
Mgmt ForForForElect Director Kevin E. Lofton 1f
Mgmt ForForForElect Director Geoffrey S. Martha 1g
Mgmt ForForForElect Director Elizabeth G. Nabel 1h
Mgmt ForForForElect Director Denise M. O'Leary 1i
Mgmt ForForForElect Director Kendall J. Powell 1j
Mgmt ForForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 4
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Medtronic plc
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForApprove Omnibus Stock Plan 5
Mgmt ForForForRenew the Board's Authority to Issue Shares Under Irish Law
6
Mgmt ForForForRenew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law
7
Mgmt ForForForAuthorize Overseas Market Purchases of Ordinary Shares
8
Grupo Comercial Chedraui SAB de CV
Meeting Date: 12/10/2021
Record Date: 11/29/2021
Country: Mexico
Meeting Type: Extraordinary Shareholders
Primary Security ID: P4612W104
Ticker: CHDRAUIB
Shares Voted: 74,300
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Amend Article 3 Re: Corporate Purpose Mgmt For Against Against
Mgmt AgainstAgainstForAmend Article 15 Re: Convening Shareholders Meetings
2
Mgmt AgainstAgainstForElect or Ratify Directors and Members of the Audit and Corporate Practices Committee and Approve Their Remuneration
3
Mgmt ForForForAppoint Legal Representatives 4
Kansas City Southern
Meeting Date: 12/10/2021
Record Date: 10/14/2021
Country: USA
Meeting Type: Special
Primary Security ID: 485170302
Ticker: KSU
Shares Voted: 388
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt AgainstAgainstForAdvisory Vote on Golden Parachutes 2
Mgmt ForForForAdjourn Meeting 3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Royal Dutch Shell Plc
Meeting Date: 12/10/2021
Record Date: 12/08/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G7690A100
Ticker: RDSA
Shares Voted: 476,844
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Adopt New Articles of Association Mgmt For For For
Royal Dutch Shell Plc
Meeting Date: 12/10/2021
Record Date: 11/26/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G7690A100
Ticker: RDSA
Shares Voted: 308,706
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForForAdopt New Articles of Association 1
Stride, Inc.
Meeting Date: 12/10/2021
Record Date: 10/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 86333M108
Ticker: LRN
Shares Voted: 1,479,429
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director Aida M. Alvarez Mgmt For For For
Mgmt ForForForElect Director Craig R. Barrett 1b
Mgmt ForForForElect Director Robert L. Cohen 1c
Mgmt ForForForElect Director Nathaniel A. Davis 1d
Mgmt ForForForElect Director Steven B. Fink 1e
Mgmt ForForForElect Director Victoria D. Harker 1f
Mgmt ForForForElect Director Robert E. Knowling, Jr. 1g
Mgmt ForForForElect Director Liza McFadden 1h
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Stride, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForElect Director James J. Rhyu 1i
Mgmt ForForForRatify BDO USA, LLP as Auditors 2
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAgainstReport on Lobbying Payments and Policy 4
Viatris Inc.
Meeting Date: 12/10/2021
Record Date: 10/21/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 92556V106
Ticker: VTRS
Shares Voted: 70,361
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Neil Dimick Mgmt For For For
Mgmt ForForForElect Director Michael Goettler 1B
Mgmt ForForForElect Director Ian Read 1C
Mgmt ForForForElect Director Pauline van der Meer Mohr 1D
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForForRatify Deloitte & Touche LLP as Auditors 4
Cisco Systems, Inc.
Meeting Date: 12/13/2021
Record Date: 10/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 17275R102
Ticker: CSCO
Shares Voted: 9,881,277
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1a Elect Director M. Michele Burns Mgmt For For For
Mgmt ForForForElect Director Wesley G. Bush 1b
Mgmt ForForForElect Director Michael D. Capellas 1c
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Cisco Systems, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForAgainstForElect Director Mark Garrett 1d
Mgmt ForForForElect Director John D. Harris, II 1e
Mgmt ForForForElect Director Kristina M. Johnson 1f
Mgmt ForForForElect Director Roderick C. McGeary 1g
Mgmt ForForForElect Director Charles H. Robbins 1h
Mgmt ForForForElect Director Brenton L. Saunders 1i
Mgmt ForForForElect Director Lisa T. Su 1j
Mgmt ForForForElect Director Marianna Tessel 1k
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForForAgainstAmend Proxy Access Right 4
AutoZone, Inc.
Meeting Date: 12/15/2021
Record Date: 10/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 053332102
Ticker: AZO
Shares Voted: 331,370
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Douglas H. Brooks Mgmt For For For
Mgmt ForForForElect Director Linda A. Goodspeed 1.2
Mgmt ForForForElect Director Earl G. Graves, Jr. 1.3
Mgmt ForForForElect Director Enderson Guimaraes 1.4
Mgmt ForForForElect Director D. Bryan Jordan 1.5
Mgmt ForForForElect Director Gale V. King 1.6
Mgmt ForForForElect Director George R. Mrkonic, Jr. 1.7
Mgmt ForForForElect Director William C. Rhodes, III 1.8
Mgmt ForForForElect Director Jill A. Soltau 1.9
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
AutoZone, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
Mgmt ForForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAgainstReport on Annual Climate Transition 4
Huafu Fashion Co., Ltd.
Meeting Date: 12/16/2021
Record Date: 12/13/2021
Country: China
Meeting Type: Special
Primary Security ID: Y013A0104
Ticker: 002042
Shares Voted: 2,898,700
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Cancellation of All Repurchased Shares and Reduction of Registered Capital
Mgmt For For For
Mgmt ForForForApprove Amendments to Articles of Association
2
MgmtELECT NON-INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt ForForForElect Sun Weiting as Director 3.1
Mgmt ForForForElect Chen Lingfen as Director 3.2
Mgmt ForForForElect Chen Han as Director 3.3
Mgmt ForForForElect Cheng Guisong as Director 3.4
Mgmt ForForForElect Wang Guoyou as Director 3.5
Mgmt ForForForElect Zhang Zheng as Director 3.6
MgmtELECT INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt ForForForElect Kong Xiangyun as Director 4.1
Mgmt ForForForElect Gao Weidong as Director 4.2
Mgmt ForForForElect Huang Yaying as Director 4.3
MgmtELECT SUPERVISORS VIA CUMULATIVE VOTING
Mgmt ForForForElect Sheng Yongyue as Supervisor 5.1
Mgmt ForForForElect Xuan Gangjiang as Supervisor 5.2
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
Tecnoglass Inc.
Meeting Date: 12/16/2021
Record Date: 11/18/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G87264100
Ticker: TGLS
Shares Voted: 11,950
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1A Elect Director Christian T. Daes Mgmt For For For
Mgmt AgainstAgainstForElect Director Julio A. Torres 1B
Apollo Global Management, Inc.
Meeting Date: 12/17/2021
Record Date: 11/04/2021
Country: USA
Meeting Type: Special
Primary Security ID: 03768E105
Ticker: APO
Shares Voted: 3,637
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For For
Mgmt ForForForAmend Charter 2
Mgmt ForForForAdjourn Meeting 3
Newmark Group, Inc.
Meeting Date: 12/17/2021
Record Date: 10/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 65158N102
Ticker: NMRK
Shares Voted: 129,668
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1.1 Elect Director Howard W. Lutnick Mgmt For Withhold Withhold
Mgmt WithholdWithholdForElect Director Michael Snow 1.2
Mgmt WithholdWithholdForElect Director Virginia S. Bauer 1.3
Mgmt WithholdWithholdForElect Director Kenneth A. McIntyre 1.4
Mgmt ForForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstAgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
China Construction Bank Corporation
Meeting Date: 12/20/2021
Record Date: 11/19/2021
Country: China
Meeting Type: Extraordinary Shareholders
Primary Security ID: Y1397N101
Ticker: 939
Shares Voted: 1,430,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForForElect Lin Hong as Supervisor 1
Mgmt ForForForApprove Remuneration Distribution and Settlement Plan for Directors for the Year 2020
2
Mgmt ForForForApprove Remuneration Distribution and Settlement Plan for Supervisors for the Year 2020
3
Mgmt ForForForApprove New Provisional Limit on Charitable Donations in 2021
4
Mgmt ForForForApprove Issuance of Write-Down Undated Capital Bonds
5
Mgmt ForForForApprove Issuance of Qualified Write-Down Tier-2 Capital Instruments
6
Horizonte Minerals Plc
Meeting Date: 12/20/2021
Record Date: 12/16/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G463B6107
Ticker: HZM
Shares Voted: 850,792
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Authorise Issue of Equity in Connection with the Fundraising
Mgmt For For For
Mgmt ForForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with the Fundraising
2
China BlueChemical Ltd.
Meeting Date: 12/23/2021
Record Date: 11/22/2021
Country: China
Meeting Type: Extraordinary Shareholders
Primary Security ID: Y14251105
Ticker: 3983
Vote Summary Report
Reporting Period: 01/01/2021 to 12/31/2021
Location(s): All Locations
Institution Account(s): All Institution Accounts
China BlueChemical Ltd.
Shares Voted: 256,000
Proposal Number ProponentProposal Text Mgmt Rec
VotingPolicy Rec
Vote Instruction
1 Elect Li Zhi as Director, Authorize the Chairman of the Company to Sign the Relevant Service Contract with Him and Authorize Board to Fix His Remuneration
Mgmt For For For
Mgmt ForForForElect Huang Hulong as Director, Authorize the Chairman of the Company to Sign the Relevant Service Contract with Him and Authorize Board to Fix His Remuneration
2
Mgmt ForForForElect Zhao Baoshun as Director, Authorize the Chairman of the Company to Sign the Relevant Service Contract with Him and Authorize Board to Fix His Remuneration
3