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Home / Companies / SUN LIFE FINANCIAL INC. / 8 May 2025

Meeting · year to 30 June 2025329 filers reporting

SUN LIFE FINANCIAL INC.: meeting of 8 May 2025

Votes reported on Form N-PX, item by item

329 Form N-PX filers reported votes at the SUN LIFE FINANCIAL INC. meeting of 8 May 2025. Their records fall into 5 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

12 nominees; 99.4% of reported votes for; one filer withheld from or voted against at least one nominee.

1,923 vote records from 97 filers. 1 of the 97 filers that marked the item either way voted against management.

99.0% for1.0% against1.0% against management97 filers
2

SECTION 14A SAY-ON-PAY VOTESIssuer

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

396 vote records from 265 filers. 9 of the 259 filers that marked the item either way voted against management. 6 filers reported this item without a management mark.

93.2% for4.2% against2.6% other3.5% against management265 filers99.5% for0.5% against0.0% other0.5% against management67,559,683 reported shares
3

AUDIT-RELATEDIssuer

Audit-related items (auditor ratification)

163 vote records from 97 filers. 1 of the 97 filers that marked the item either way voted against management.

99.0% for0.0% against1.0% other1.0% against management97 filers100.0% for0.0% against0.0% other0.0% against management34,540,746 reported shares
4

COMPENSATIONIssuer

COMPENSATION: management items

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

136 vote records from 66 filers. 0 of the 66 filers that marked the item either way voted against management.

100.0% for0.0% against0.0% against management66 filers100.0% for0.0% against0.0% against management44,346,558 reported shares, counted once per item in this group
5

OTHERIssuer

OTHER: management items

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

141 vote records from 10 filers. 0 of the 1 filers that marked the item either way voted against management. 9 filers reported this item without a management mark.

10.0% for0.0% against90.0% other0.0% against management10 filers0.3% for0.0% against99.7% other0.0% against management118,728 reported shares, counted once per item in this group

How the largest families voted

Family1. Directors2. Say-on-pay3. Auditor
VanguardForForFor
BlackRock and iSharesForForFor
FidelityForNo reportFor
DimensionalForNo reportFor
State Street and SPDRForNo reportFor
American CenturyForNo reportFor
Franklin TempletonForNo reportFor
InvescoForNo reportFor
EquitableForNo reportAbstain or withhold *
Charles SchwabForForFor
Nuveen and TIAAForNo reportFor
John Hancock and ManulifeForForFor
Morgan Stanley, Eaton Vance and CalvertForNo reportFor
J.P. MorganForForFor
Goldman SachsForNo reportFor
WisdomTreeForNo reportFor
Jackson National fundsForForFor
Northern Trust and FlexSharesForForFor
SEIForForFor
Lincoln FinancialForNo reportFor
First TrustForAgainst *For
Russell InvestmentsForForFor
Victory CapitalForNo reportFor
Brighthouse FundsForForFor
BNY MellonForNo reportFor
Pacific Life fundsForNo reportFor
TransamericaForNo reportFor
AllianceBernsteinForNo reportFor
Hartford FundsForForFor
PIMCOForNo reportFor
MassMutualNo reportForNo report
Harbor FundsForForFor
Natixis and Loomis SaylesNo reportForNo report
BairdNo reportForNo report

* 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 SUN LIFE FINANCIAL INC. meeting?

329 Form N-PX filers reported votes at the meeting of 8 May 2025. On say-on-pay, 9 of 259 voted against management (3.5%). 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 SUN LIFE FINANCIAL 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 SUN LIFE FINANCIAL INC.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings listing SUN LIFE FINANCIAL INC. with a meeting date within three days of 8 May 2025. 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 23 Sep 2026.