Tag Archives | The Shareholder Commons

Portfolios on the Ballot 2024

Portfolios on the Ballot 2024

Portfolios on the Ballot 2024 (POTB 2024), sponsored by The Shareholder Commons (TSC), is designed to guide investors in voting their proxies with a systems-first approach. I fully endorse this initiative. Their report emphasizes the importance of protecting the social and environmental systems that underpin the value of all companies within a diversified investment portfolio. […]

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Northern Trust 2024

Northern Trust 2024 Ascertain Client Voting Preferences

Northern Trust 2024 proxy. James McRitchie’s proposal to Ascertain Client Voting Preferences is one of several items to be voted on before or during the Northern Trust annual meeting on April 16, 2024, at 8:30 a.m. Pacific. Attend the annual meeting online. I suggest you vote in advance. However, you can also vote with your […]

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Fair Treatment of Shareholder Nominees Progress & Holdouts

Fair Treatment of Shareholder Nominees: Progress & Holdouts

As indicated previously (ABT: Fair Treatment of Shareholder Nominees), James McRitchie filed several proposals this season to ensure that universal proxies do not go the same route as proxy access, which became worthless when most companies limited groups of nominating shareholders to 20. Together with The Shareholder Commons, we are trying to prevent universal proxy […]

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Proxy Voting as if Systems Matter

Proxy Voting as if Systems Matter

Proxy Voting as if Systems Matter. Investors currently get essentially the same voting advice if they are broadly diversified or if their investments are highly concentrated. That doesn’t make sense if they are attempting to use their votes to enhance their financial returns. It also may not make sense strategically, even if they are concerned […]

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BAC Ascertain Client Voting Preferences

BAC: Ascertain Client Voting Preferences

BAC Ascertain Client Voting Preferences is a new type of proxy proposal for the 2024 season from James McRitchie, premiering first at Bank of America (BAC). It asks BAC to report on the feasibility of offering granular proxy voting preferences so that clients can maximize portfolio-wide returns by pursuing voting strategies designed to push certain […]

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Electronic Arts 2023 Ratification of Termination Pay

Electronic Arts 2023: Ratification of Termination Pay

Electronic Arts 2023. Ratification of Termination Pay is just one of several issues to be voted on before or during the annual meeting on August 10, 2023, at 2:00 pm Pacific Time. Attend the annual meeting online. Vote AGAINST all directors except Kofi Bruce; Against pay, auditor; FOR proposal #5 Require Termination Pay Ratification. (more…)

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Walmart 2023

Walmart 2023 Fair Elections

Walmart 2023. Fair Elections is just one of several issues to be voted on before the annual meeting at 8:30 am Pacific on May 31, 2023. Vote AGAINST Flynn, Harris, Horton, Mayer, Penner Stephenson, pay, auditor, #8, #11; FOR Fair Elections #9 and most other shareholder proposals. Join the meeting with your control number. I […]

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Chipotle Mexican Grill 2023 Fair Elections

Chipotle Mexican Grill 2023 Fair Elections

Chipotle Mexican Grill 2023. Fair Elections is just one of several issues to be voted on before the annual meeting at 8:00 am Pacific on May 25, 2023. Vote AGAINST Baldocchi, Engles, Fili-Krushel, Gutierrez, Niccol, Winston, pay, auditor; FOR Fair Elections #5, Free Association #6. You cannot just join the meeting with your control number. […]

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Charles Schwab 2023 Pay Equity Disclosure

Charles Schwab 2023 Pay Equity Disclosure

Charles Schwab 2023. Pay Equity Disclosure is just one of several issues to be voted on before the annual meeting at 9 am Pacific on May 18, 2023. Vote AGAINST Marianne C. Brown, Frank C. Herringer, auditor, pay; FOR Pay Equity Disclosure. Unlike most companies, you can’t just join the meeting with your control number. […]

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DexCom 2023 Pay Equity Disclosure

DexCom 2023 Pay Equity Disclosure

DexCom 2023. Pay Equity Disclosure is the only shareholder proposal to be voted on before the annual meeting at 2:00 pm Pacific on May 18, 2023. Vote AGAINST Vote Against: Altman, Collins, Dahut, Kahn, Malady, auditor, and pay; For #5 Pay Equity Disclosure. Warning:  You need to register in advance to attend the meeting. (ugh) […]

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Marriott 2023

Marriott 2023 Pay Equity Disclosure

Marriott 2023 Pay Equity Disclosure is just one of several issues to be voted on before the annual meeting at 5:30 am Pacific on May 12, 2023. Vote AGAINST Goren, Henderson, Hippeau, Hobart, Lee, Lewis, D. Marriott, McCarthy, Rozanski, Schwab, auditor, pay, incentive plan; FOR#7 pay equity disclosure.  (more…)

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INDEX Investors Empowered by Iconikapp

INDEX Investors Empowered by Iconikapp

INDEX investors empowered by iconikapp can regain control of capitalism from the financial services industry. Invest indirectly in 500 companies & vote YOUR VALUES AUTOMATICALLY before each annual shareholder meeting. ONEFUND (ticker symbol INDEX) partnered with iconikapp.com to give retail investors a say in how the fund’s shares are voted. Iconikapp’s technology enables fund managers to […]

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CalPERS Investments

CalPERS Investments: Smart Beta Not Secret Private Equity

CalPERS investments underperform. CalPERS underperformed for a decade, investment chief says in pitch for more risk. The country’s largest public pension system earned an average of 7.7% per year on its investments over the last 10 years. That’s 1.2% less than a hypothetical peer should have expected to earn in the same time period. To remedy the […]

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ICCR Proxy Resolutions and Voting Guide

ICCR Proxy Resolutions and Voting Guide

ICCR Proxy Resolutions and Voting Guide now includes all proposals filed so far for the 2022 season by Corporate Governance. I could not be more delighted, since this is the group that is most responsible for inspiring my own work! ICCR has published its Guide every year since 1974. The 2022 Guide discusses 436 resolutions filed by […]

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CorpGov.net 2021

CorpGov.net 2021 Review Looking Forward to 2022

CorpGov.net 2021. We said goodbye to the Trump administration, filed shareholder proposals, held weekly discussions on corporate accountability in 2021, helped shape the SEC’s repeal of several Staff Legal Bulletins, the proposed N-PX rulemaking, and sued the SEC to overturn rules that harm the rights of Main Street investors. It was a productive year at […]

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BlackRock 2021 Proxy Votes Public Benefit Corporation

BlackRock 2021 Proxy Votes

BlackRock 2021 annual meeting is May 26, 5 AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting, visit here with your control number. I recommend voting in advance. To enhance long-term value. Vote AGAINST Ford, Einhorn, Johnson, Mills, Nixon, Domit, Pay, Auditor. Vote FOR Convert to Public Benefit Corporation.  (more…)

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United Parcel Service 2021

United Parcel Service 2021 Proxy Recommendations

United Parcel Service 2021 annual meeting is May 13, 5AM Pacific Time. To attend, vote, and submit questions during the Annual Meeting visit www.virtualshareholdermeeting.com/UPS2021. You will need your 16-digit control number found on your proxy card, voting instruction form, or the Notice of Internet Availability. Mine came by email. I recommend voting in advance. To […]

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Shareholder Rights in 2021 graphic by Jackie Cook of Morningstar

Shareholder Rights in 2021

SEC to Protect Shareholder Rights in 2021 Shareholder rights in 2021 will strengthen if recent speculation is realized. U.S. Senate Democrats aim to undo Trump-era shareholder voting rights rule. Shareholder Rights in 2021: History As discussed elsewhere on CorpGov.net (Review: Carl Gershenson). After its founding, the SEC was largely a champion of shareholder rights, requiring companies […]

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Gary Gensler SEC Chairman?

Gary Gensler SEC Chairman: Predictions and Advice

Gary Gensler, a former financial regulator, and Goldman Sachs banker, now at MIT, is rumored Biden’s choice to head the SEC. As head of the Commodity Futures Trading Commission (CFTC), he helped uncover interest-rate rigging on Libor, which underpins $300T in loans. Banks had to cough up $9B in fines. He pushed for transparency around derivative trading and […]

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