Vote Scores

Home / Companies / Envestnet, Inc. / 8 May 2024

Meeting · year to 30 June 2024405 filers reporting

Envestnet, Inc.: meeting of 8 May 2024

Votes reported on Form N-PX, item by item

405 Form N-PX filers reported votes at the Envestnet, Inc. meeting of 8 May 2024. Their records fall into 6 items below, in ballot order: management items first, then proposals from security holders. Each bar shows how the reporting filers split; it is not the result of the meeting.

foragainstabstain, withhold or otheramber tick: the portion cast against management

Items

1

DIRECTOR ELECTIONSIssuer

Director elections

2 nominees; 95.2% of reported votes for; 17 filers withheld from or voted against at least one nominee.

536 vote records from 146 filers. 2 of the 146 filers that marked the item either way voted against management.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

88.4% for0.0% against11.6% other1.4% against management146 filers
2

SECTION 14A SAY-ON-PAY VOTESIssuer

Advisory vote on executive pay (say-on-pay)

593 vote records from 402 filers. 24 of the 390 filers that marked the item either way voted against management. 12 filers reported this item without a management mark.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

90.5% for5.5% against4.0% other6.2% against management402 filers96.0% for3.8% against0.2% other4.0% against management161,530,148 reported shares
3

AUDIT-RELATEDIssuer

Audit-related items (auditor ratification)

267 vote records from 145 filers. 1 of the 145 filers that marked the item either way voted against management.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

98.6% for0.0% against1.4% other0.7% against management145 filers100.0% for0.0% against0.0% other0.0% against management23,782,952 reported shares
4

COMPENSATIONIssuer

COMPENSATION: management items

Management items in this category are shown together; filers word and number them differently.

269 vote records from 146 filers. 8 of the 146 filers that marked the item either way voted against management.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

93.8% for5.5% against0.7% other5.5% against management146 filers94.7% for5.3% against0.0% other5.3% against management23,700,511 reported shares, counted once per item in this group
5

CORPORATE GOVERNANCEIssuer

CORPORATE GOVERNANCE: management items

Management items in this category are shown together; filers word and number them differently.

267 vote records from 145 filers. 22 of the 145 filers that marked the item either way voted against management.

One filer reported a share count too large to be the holding described. That figure is left out of the share split below; the count of filers includes it. How that is decided

84.1% for14.5% against1.4% other15.2% against management145 filers84.4% for15.5% against0.0% other15.6% against management23,783,258 reported shares, counted once per item in this group
6

Several categoriesSecurity holder

Shareholder proposals (not separable from the filings)

Filers described these proposals in wordings that could not be matched to one another, so they are shown together.

1 vote records from 1 filers. 0 of the 1 filers that marked the item either way voted against management.

100.0% for0.0% against0.0% against management1 filers100.0% for0.0% against0.0% against management4,182,195 reported shares, counted once per item in this group

How the largest families voted

Family1. Directors2. Say-on-pay3. Auditor
VanguardForForFor
BlackRock and iSharesForForFor
FidelityForForFor
DimensionalForForFor
State Street and SPDRForForFor
American CenturyForAgainst *For
Franklin TempletonForForFor
InvescoSplit or no voteForFor
EquitableForForFor
Charles SchwabForForFor
Nuveen and TIAASplit or no voteForFor
ProShares and ProFundsForForFor
John Hancock and ManulifeForForFor
Morgan Stanley, Eaton Vance and CalvertForForFor
J.P. MorganForForFor
Goldman SachsForForFor
WisdomTreeForForFor
PGIM and PrudentialForForFor
Jackson National fundsForForFor
Northern Trust and FlexSharesForForFor
SEIForForFor
T. Rowe PriceForForFor
ThriventForForFor
Lincoln FinancialForForFor
VoyaForForFor
First TrustForForFor
Russell InvestmentsForForFor
NationwideForForFor
Victory CapitalForForFor
Brighthouse FundsForForFor
Guggenheim and RydexForForFor
Columbia ThreadneedleForForFor
BNY MellonForForFor
PrincipalForForFor
Pacific Life fundsForForFor
Global XForForFor
AllianceBernsteinNo reportForNo report
Hartford FundsForAgainst *For
DWSForForFor
MassMutualForForFor
Harbor FundsForForFor
Janus HendersonForForFor
Neuberger BermanNo reportForNo report
American BeaconForForFor
Natixis and Loomis SaylesNo reportForNo report
BairdAbstain or withhold *Against *For

* against management. A family's position is the way most of its reported shares were voted across its filers; "split" means no single position led. "No report" means none of the family's filers listed the item.

Questions

How did large funds vote at the Envestnet, Inc. meeting?

405 Form N-PX filers reported votes at the meeting of 8 May 2024. On say-on-pay, 24 of 390 voted against management (6.2%). The family table lists each of the largest families item by item.

Is this the meeting result?

No. These are the votes of funds and managers that file Form N-PX, counted by filer and by the shares they reported. The certified result, which includes every shareholder, is reported by Envestnet, Inc. on Form 8-K.

Why are director elections shown as counts only?

Director records name the nominee. This site does not publish pages or rows about individuals, so for director elections it keeps the number of nominees and the split of votes and discards the wording.

Every meeting on file for Envestnet, Inc.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings listing Envestnet, Inc. with a meeting date within three days of 8 May 2024. Proposal titles are the most common wording among filers and are replaced by the SEC category where a wording could name a person. Not verified by the SEC. Filings read through 30 Sep 2026.