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Home / Families / Equitable / year to 30 June 2025

Form N-PX · fund family · year to 30 June 20253 filers grouped

Equitable

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

Vote records reported
479,085year to 30 June 2025
Against management
8.7%41,317 of 475,130 marked votes
Say-on-pay support
89.9%for, of for + against + abstain
Shareholder-proposal support
27.2%for, of for + against + abstain
89.0% for7.0% against4.0% other8.7% against management477,994 votes

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

Equitable reported 479,085 vote records for the year to 30 June 2025. It marked 8.7% of its votes as cast against management (41,317 of 475,130), 1.1 percentage points above the median of the fund families tracked here, which was 7.6%.

Weighted by the number of shares voted, the against-management share is 6.1%. 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 89.9% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.8%) and it voted for 27.2% of the proposals put forward by security holders (the median of the fund families tracked here: 29.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (22.4% of 1,379), EXTRAORDINARY TRANSACTIONS (17.9% of 3,114) and COMPENSATION (12.5% of 32,361).

It reported 922.6 million shares out on loan at record dates, 3.40% 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 2025This familyMedian familyAll filers pooled
Against-management share8.7%7.6%9.7%
Say-on-pay support rate89.9%88.8%84.3%
Shareholder-proposal support rate27.2%29.5%33.0%
Shares on loan, share of shares held3.40%0.85%2.20%
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 ELECTIONS299,300270,50413,4599.2%
SECTION 14A SAY-ON-PAY VOTES30,21125,0652,80310.2%
AUDIT-RELATED37,85737,3572671.1%
INVESTMENT COMPANY MATTERS101000.0%
SHAREHOLDER RIGHTS AND DEFENSES1,5071,31417322.4%
EXTRAORDINARY TRANSACTIONS3,1212,53822117.9%
CAPITAL STRUCTURE26,61825,0111,5466.0%
COMPENSATION32,59727,7224,82412.5%
CORPORATE GOVERNANCE45,81339,8815,2598.3%
ENVIRONMENT OR CLIMATE4,3819903,3777.3%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE1,3916367388.1%
DIVERSITY, EQUITY, AND INCLUSION2,5576581,8904.6%
OTHER SOCIAL ISSUES4,6401,6562,9529.4%
OTHER1,1656505037.2%

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 271 of the 2,884 it marked either way (9.4%) in the year to 30 June 2025. The 40 companies with the most reporting filers are listed.

A further 1 say-on-pay item was reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 1,259 proposals from security holders that could be told apart in the filings and on which it cast a vote, Equitable voted for 467 (37.1%). 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
Microsoft Corporation10 Dec 2024Report on AI Data Sourcing Accountability
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding disclosure of voting results based on class of shares.
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding report on hate targeting marginalized communities.
Meta Platforms, Inc.28 May 2025A shareholder proposal regarding dual class capital structure.
The Home Depot, Inc.22 May 2025Shareholder Proposal Regarding Report on Packaging Policies for Plastics
AbbVie Inc.9 May 2025Stockholder Proposal - to Implement Simple Majority Vote
Bank of America Corporation22 Apr 2025Report on Climate Lobbying
Bank of America Corporation22 Apr 2025Shareholder proposal requesting disclosure of energy financing ratio
The Procter & Gamble Company8 Oct 2024Shareholder Proposal - Pay Gap Reporting
Netflix, Inc.5 Jun 2025Shareholder proposal: CORPORATE GOVERNANCE
CHEVRON CORPORATION28 May 2025Commission a Third-Party Report on Human Rights Practices
PEPSICO, INC.7 May 2025Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss.
Adobe Inc.22 Apr 2025Stockholder Proposal Regarding Vote on Golden Parachutes.
Comcast Corporation18 Jun 2025Adopt policy for an independent chair
Wells Fargo & Company29 Apr 2025Shareholder Proposal - Energy Supply Ratio.
Wells Fargo & Company29 Apr 2025Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values.
Texas Instruments Incorporated17 Apr 2025Stockholder proposal to permit a combined 10% of stockholders to call a special meeting.
NIKE, Inc.10 Sep 2024To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure
NIKE, Inc.10 Sep 2024To consider a shareholder proposal regarding Environmental Targets
Intuitive Surgical, Inc.1 May 2025The stockholder proposal that is titled "requesting a shareholder approval requirement for excessive...
Morgan Stanley15 May 2025Shareholder proposal requesting an energy supply ratio
Stryker Corporation8 May 2025Shareholder Proposal to Support Transparency in Political Spending.
The Goldman Sachs Group, Inc.23 Apr 2025Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio
Gilead Sciences, Inc.7 May 2025To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due...
The Charles Schwab Corporation22 May 2025Stockholder proposal requesting declassification of the board of directors
DUKE ENERGY CORPORATION1 May 2025Shareholder proposal regarding support simple majority vote
LOCKHEED MARTIN CORPORATION9 May 2025Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes
United Parcel Service, Inc.8 May 2025To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
PayPal Holdings, Inc.5 Jun 2025Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders.
THE SOUTHERN COMPANY21 May 2025Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based...
THE SOUTHERN COMPANY21 May 2025Stockholder proposal regarding simple majority vote
Boston Scientific Corporation1 May 2025Stockholder proposal titled "Support Simple Majority Vote."
FedEx Corporation23 Sep 2024Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals.
Vertex Pharmaceuticals Incorporated14 May 2025Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes.
Prologis, Inc.8 May 2025Vote on a stockholder proposal titled "Support a Reasonable Shareholder Ability to Call for a Special...
The Travelers Companies, Inc.21 May 2025Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of...
Illinois Tool Works Inc.2 May 2025A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of...
Air Products and Chemicals, Inc.23 Jan 2025The Mantle Ridge Parties' proposal to repeal any provision of, or amendment to, the Bylaws that the Board...
Otis Worldwide Corporation15 May 2025Shareholder proposal regarding reporting on political contributions and expenditures
Sysco Corporation15 Nov 2024To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring...

Shares on loan

Equitable reported 922.6 million shares on loan at record dates against 26.19 billion shares voted: 3.40% of the two together. Median family: 0.85%. 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 2025 Equitable reported 27,884 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 25,065 were for (89.9%), 2,803 against and 16 abstentions. Counting one item per company meeting, it voted against management on 271 of the 2,884 say-on-pay items it marked either way. A further 1 say-on-pay item was reported without a management mark and are not counted in that figure.

How often does Equitable vote against management?

8.7% of the time in the year to 30 June 2025: 41,317 of the 475,130 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 3,681 votes on proposals from security holders in the year to 30 June 2025 and voted for 299 of them (8.1%). Across every category it voted for 27.2% 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 2025

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.