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Home / Families / Equitable / year to 30 June 2024

Form N-PX · fund family · year to 30 June 20243 filers grouped

Equitable

One season of the Equitable record. The family page shows the latest season.

Vote records reported
320,695year to 30 June 2024
Against management
8.4%26,022 of 311,416 marked votes
Say-on-pay support
90.7%for, of for + against + abstain
Shareholder-proposal support
30.1%for, of for + against + abstain
88.7% for7.1% against4.2% other8.4% against management313,117 votes

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

Equitable reported 320,695 vote records for the year to 30 June 2024. It marked 8.4% of its votes as cast against management (26,022 of 311,416), close to the median of the fund families tracked here, which was 8.5%.

Weighted by the number of shares voted, the against-management share is 8.0%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 90.7% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 89.0%) and it voted for 30.1% of the proposals put forward by security holders (the median of the fund families tracked here: 35.1%).

By category, votes against management were most frequent in EXTRAORDINARY TRANSACTIONS (21.8% of 1,682), SHAREHOLDER RIGHTS AND DEFENSES (19.0% of 921) and OTHER SOCIAL ISSUES (14.5% of 4,227).

It reported 534.9 million shares out on loan at record dates, 3.24% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.

year to 30 June 2024This familyMedian familyAll filers pooled
Against-management share8.4%8.5%10.2%
Say-on-pay support rate90.7%89.0%84.6%
Shareholder-proposal support rate30.1%35.1%37.0%
Shares on loan, share of shares held3.24%1.34%0.08%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS189,109173,0967,2428.1%
SECTION 14A SAY-ON-PAY VOTES21,82217,1501,7499.1%
AUDIT-RELATED24,77824,3382331.7%
INVESTMENT COMPANY MATTERS6510.0%
SHAREHOLDER RIGHTS AND DEFENSES96284610119.0%
EXTRAORDINARY TRANSACTIONS1,6821,29314721.8%
CAPITAL STRUCTURE15,45614,5668746.1%
COMPENSATION19,92316,4793,40114.0%
CORPORATE GOVERNANCE29,56625,8253,33210.2%
ENVIRONMENT OR CLIMATE3,3836392,71310.6%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE1,6974741,22013.5%
DIVERSITY, EQUITY, AND INCLUSION1,9215181,40014.4%
OTHER SOCIAL ISSUES4,2621,1833,03514.5%
OTHER7,5276,7894024.9%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 2024320,6958.4%90.7%30.1%
year to 30 June 2025479,0858.7%89.9%27.2%
year to 30 June 2026456,9738.8%90.3%27.4%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Equitable voted against management on 256 of the 2,892 it marked either way (8.9%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Of 1,067 proposals from security holders that could be told apart in the filings and on which it cast a vote, Equitable voted for 414 (38.8%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Amazon.com, Inc.22 May 2024Report on Median and Adjusted Gender/Racial Pay Gaps
Amazon.com, Inc.22 May 2024Report on Lobbying Payments and Policy
Amazon.com, Inc.22 May 2024Commission a Third Party Audit on Working Conditions
Apple Inc.28 Feb 2024A shareholder proposal entitled "Racial and Gender Pay Gaps"
Apple Inc.28 Feb 2024A shareholder proposal requesting a report on the use of Al
NVIDIA Corporation26 Jun 2024Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter...
The Home Depot, Inc.16 May 2024Shareholder Proposal Regarding Enhancements to the Company's Clawback Policy
AbbVie Inc.3 May 2024Stockholder Proposal - to Implement Simple Majority Vote
CHEVRON CORPORATION29 May 2024Commission a Third-Party Report on Human Rights Practices
PEPSICO, INC.1 May 2024Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss.
The Walt Disney Company3 Apr 2024Shareholder proposal: CORPORATE GOVERNANCE
Walmart Inc.5 Jun 2024Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain
Walmart Inc.5 Jun 2024Workplace Safety & Violence Review
Verizon Communications Inc.9 May 2024Amend clawback policy
Verizon Communications Inc.9 May 2024Lobbying activities report
Netflix, Inc.6 Jun 2024Stockholder proposal entitled, "Proposal 8 - Special Shareholder Meeting Improvement,"
Oracle Corporation15 Nov 2023Stockholder Proposal Regarding Pay Gap Report
NIKE, Inc.12 Sep 2023To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure
Tesla, Inc.13 Jun 2024A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy
Tesla, Inc.13 Jun 2024A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts
Tesla, Inc.13 Jun 2024A stockholder proposal regarding simple majority voting provisions in our governing documents
Tesla, Inc.13 Jun 2024Declassify the Board of Directors
ConocoPhillips14 May 2024Simple Majority Vote.
Texas Instruments Incorporated25 Apr 2024Stockholder proposal to permit a combined 15% of stockholders to call a special meeting.
Wells Fargo & Company30 Apr 2024Shareholder Proposal - Transparency in Lobbying Annual Report.
International Business Machines Corporation30 Apr 2024Stockholder Proposal Requesting a Right to Act by Written Consent
International Business Machines Corporation30 Apr 2024Stockholder Proposal Requesting a Public Report on Climate Lobbying
International Business Machines Corporation30 Apr 2024Stockholder Proposal Requesting a Public Report on Lobbying Activities
RTX CORPORATION2 May 2024Shareowner Proposal Requesting a Lobbying Transparency Report
American Express Company6 May 2024Shareholder proposal relating to climate lobbying.
American Tower Corporation22 May 2024To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to...
American Tower Corporation22 May 2024To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps.
Mondelez International, Inc.22 May 2024Shareholder proposal requesting third-party report assessing effectiveness of implementation of human...
United Parcel Service, Inc.2 May 2024To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts.
United Parcel Service, Inc.2 May 2024To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Stryker Corporation9 May 2024Shareholder Proposal on Transparency in Political Spending.
Deere & Company28 Feb 2024Shareholder proposal regarding shareholder ratification of golden parachutes
ServiceNow, Inc.23 May 2024Shareholder proposal regarding simple majority vote.
LOCKHEED MARTIN CORPORATION2 May 2024Stockholder Proposal Requesting Reduction in Threshold to Call Special Stockholder Meetings
The Goldman Sachs Group, Inc.24 Apr 2024Shareholder Proposal Regarding Pay Equity Reporting

Shares on loan

Equitable reported 534.9 million shares on loan at record dates against 15.99 billion shares voted: 3.24% of the two together. Median family: 1.34%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Questions

How did Equitable vote on executive pay?

In the year to 30 June 2024 Equitable reported 18,904 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 17,150 were for (90.7%), 1,749 against and 5 abstentions. Counting one item per company meeting, it voted against management on 256 of the 2,892 say-on-pay items it marked either way.

How often does Equitable vote against management?

8.4% of the time in the year to 30 June 2024: 26,022 of the 311,416 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did Equitable support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 3,036 votes on proposals from security holders in the year to 30 June 2024 and voted for 314 of them (10.3%). Across every category it voted for 30.1% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Back to the Equitable family page · All filers in the year to 30 June 2024

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers grouped under Equitable, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.