Home / Families / Lincoln Financial / year to 30 June 2024
Lincoln Financial
One season of the Lincoln Financial record. The family page shows the latest season.
- Vote records reported
- 242,623year to 30 June 2024
- Against management
- 9.7%22,561 of 233,173 marked votes
- Say-on-pay support
- 86.7%for, of for + against + abstain
- Shareholder-proposal support
- 37.6%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2024, Lincoln Financial reported 242,623 vote records on Form N-PX. 22,561 of the 233,173 votes that were marked for or against management went against management: 9.7%, 1.1 percentage points above the median of the fund families tracked here (8.5%).
Weighted by the number of shares voted, the against-management share is 4.6%. 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 86.7% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 89.0%) and it voted for 37.6% 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 SHAREHOLDER RIGHTS AND DEFENSES (31.4% of 681), ENVIRONMENT OR CLIMATE (24.4% of 2,053) and DIVERSITY, EQUITY, AND INCLUSION (23.3% of 1,207).
It reported 14.3 million shares out on loan at record dates, 0.01% 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 2024 | This family | Median family | All filers pooled |
|---|---|---|---|
| Against-management share | 9.7% | 8.5% | 10.2% |
| Say-on-pay support rate | 86.7% | 89.0% | 84.6% |
| Shareholder-proposal support rate | 37.6% | 35.1% | 37.0% |
| Shares on loan, share of shares held | 0.01% | 1.34% | 0.08% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 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) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 138,847 | 120,412 | 6,574 | 8.1% | |
| SECTION 14A SAY-ON-PAY VOTES | 13,149 | 9,768 | 1,490 | 15.3% | |
| AUDIT-RELATED | 17,300 | 16,889 | 157 | 0.8% | |
| INVESTMENT COMPANY MATTERS | 7 | 0 | 0 | not reported | |
| SHAREHOLDER RIGHTS AND DEFENSES | 739 | 570 | 148 | 31.4% | |
| EXTRAORDINARY TRANSACTIONS | 1,733 | 1,473 | 229 | 11.1% | |
| CAPITAL STRUCTURE | 18,243 | 15,981 | 1,914 | 9.9% | |
| COMPENSATION | 20,106 | 15,988 | 3,662 | 15.0% | |
| CORPORATE GOVERNANCE | 33,026 | 26,207 | 4,816 | 12.8% | |
| ENVIRONMENT OR CLIMATE | 2,099 | 545 | 1,513 | 24.4% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 1,155 | 471 | 669 | 22.6% | |
| DIVERSITY, EQUITY, AND INCLUSION | 1,236 | 433 | 774 | 23.3% | |
| OTHER SOCIAL ISSUES | 2,954 | 1,055 | 1,800 | 22.9% | |
| OTHER | 2,831 | 1,347 | 920 | 22.9% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 242,623 | 9.7% | 86.7% | 37.6% | |
| year to 30 June 2025 | 269,481 | 7.8% | 86.2% | 37.5% | |
| year to 30 June 2026 | 238,562 | 8.6% | 86.3% | 28.4% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Lincoln Financial voted against management on 171 of the 2,685 it marked either way (6.4%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.
A further 3 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.
- Visa Inc. 24 Nov 2023
- Salesforce, Inc. 1 May 2024
- Salesforce, Inc. 27 Jun 2024
- Oracle Corporation 15 Nov 2023
- Tesla, Inc. 13 Jun 2024
- Palo Alto Networks, Inc. 12 Dec 2023
- WARNER BROS. DISCOVERY, INC. 3 Jun 2024
- General Motors Company 4 Jun 2024
- CrowdStrike Holdings, Inc. 18 Jun 2024
- The Estee Lauder Companies Inc. 17 Nov 2023
- Yum! Brands, Inc. 16 May 2024
- Marvell Technology, Inc. 20 Jun 2024
- ORGANON & CO. 4 Jun 2024
- Workday, Inc. 18 Jun 2024
- IQVIA Holdings Inc. 16 Apr 2024
- Align Technology, Inc. 22 May 2024
- TransDigm Group Incorporated 7 Mar 2024
- VMware, Inc. 13 Jul 2023
- MongoDB, Inc. 25 Jun 2024
- Enphase Energy, Inc. 15 May 2024
- Rivian Automotive, Inc. 18 Jun 2024
- DraftKings Inc. 13 May 2024
- Las Vegas Sands Corp. 9 May 2024
- Live Nation Entertainment, Inc. 13 Jun 2024
- Fair Isaac Corporation 14 Feb 2024
- Paycom Software, Inc. 29 Apr 2024
- Markel Group Inc. 22 May 2024
- Bio-Techne Corporation 26 Oct 2023
- Cloudflare, Inc. 4 Jun 2024
- Cleveland-Cliffs Inc. 16 May 2024
- HEICO Corporation 15 Mar 2024
- Liberty Media Corporation 10 Jun 2024
- Zscaler, Inc. 5 Jan 2024
- Horizon Therapeutics Public Limited Company 27 Jul 2023
- Annaly Capital Management, Inc. 15 May 2024
- Trex Company, Inc. 7 May 2024
- Pure Storage, Inc. 12 Jun 2024
- Restaurant Brands International Inc. 6 Jun 2024
- UiPath, Inc. 20 Jun 2024
- RenaissanceRe Holdings Ltd. 13 May 2024
Shareholder proposals it supported
Of 1,558 proposals from security holders that could be told apart in the filings and on which it cast a vote, Lincoln Financial voted for 695 (44.6%). 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.
| Company | Meeting | Proposal |
|---|---|---|
| Amazon.com, Inc. | 22 May 2024 | Commission a Third Party Audit on Working Conditions |
| NVIDIA Corporation | 26 Jun 2024 | Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter... |
| JPMorgan Chase & Co. | 21 May 2024 | Shareholder opportunity to vote on excessive golden parachutes |
| JPMorgan Chase & Co. | 21 May 2024 | Independent board chairman |
| Merck & Co., Inc. | 28 May 2024 | Shareholder proposal regarding a shareholder right to act by written consent |
| Salesforce, Inc. | 27 Jun 2024 | Require Independent Board Chair |
| Oracle Corporation | 15 Nov 2023 | Stockholder Proposal Regarding Pay Gap Report |
| Oracle Corporation | 15 Nov 2023 | Stockholder Proposal Regarding Independent Board Chairman |
| Tesla, Inc. | 13 Jun 2024 | A stockholder proposal regarding simple majority voting provisions in our governing documents |
| Tesla, Inc. | 13 Jun 2024 | Declassify the Board of Directors |
| Bristol-Myers Squibb Company | 7 May 2024 | Adopt Share Retention Policy For Senior Executives |
| ConocoPhillips | 14 May 2024 | Simple Majority Vote. |
| American Express Company | 6 May 2024 | Shareholder proposal relating to golden parachutes. |
| United Parcel Service, Inc. | 2 May 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. |
| United Parcel Service, Inc. | 2 May 2024 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. |
| Stryker Corporation | 9 May 2024 | Shareholder Proposal on Transparency in Political Spending. |
| ServiceNow, Inc. | 23 May 2024 | Shareholder proposal regarding simple majority vote. |
| The Goldman Sachs Group, Inc. | 24 Apr 2024 | Shareholder Proposal Regarding a Policy for an Independent Chair |
| Colgate-Palmolive Company | 10 May 2024 | Stockholder proposal on independent Board Chairman. |
| Morgan Stanley | 23 May 2024 | Shareholder proposal regarding transparency in lobbying |
| Prologis, Inc. | 9 May 2024 | Vote on a stockholder proposal titled "Simple Majority Vote." |
| THE BOEING COMPANY | 17 May 2024 | Racial and Gender Pay Gap Disclosure. |
| THE BOEING COMPANY | 17 May 2024 | Adoption of Value Chain Emission Reduction Target. |
| Emerson Electric Co. | 6 Feb 2024 | Shareholder Proposal to Implement a Simple Majority Vote Requirement in the Company's Governing Documents. |
| Vertex Pharmaceuticals Incorporated | 15 May 2024 | Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement. |
| Analog Devices, Inc. | 13 Mar 2024 | Shareholder proposal regarding simple majority voting |
| WARNER BROS. DISCOVERY, INC. | 3 Jun 2024 | To vote on a stockholder proposal entitled, "Adopt a Shareholder Right to Call a Special Shareholder Meeting" |
| THE SOUTHERN COMPANY | 22 May 2024 | Stockholder proposal regarding simple majority vote |
| The Sherwin-Williams Company | 17 Apr 2024 | Shareholder proposal to adopt a simple majority vote. |
| Marsh & McLennan Companies, Inc. | 16 May 2024 | Stockholder Proposal - Shareholder Right to Act by Written Consent |
| FORD MOTOR COMPANY | 9 May 2024 | Relating to Consideration of a Recapitalization Plan to Provide That All of the Company's Outstanding... |
| General Mills, Inc. | 26 Sep 2023 | Shareholder Proposal - Adopt a Shareholder Right to Call a Special Shareholder Meeting. |
| Truist Financial Corporation | 23 Apr 2024 | Shareholder proposal regarding an annual report on lobbying activities |
| Regeneron Pharmaceuticals, Inc. | 14 Jun 2024 | Non-binding shareholder proposal requesting simple majority voting requirements |
| The Allstate Corporation | 14 May 2024 | Stockholder proposal on independent chair. |
| Roper Technologies, Inc. | 12 Jun 2024 | Shareholder proposal regarding majority voting requirements; and |
| Humana Inc. | 18 Apr 2024 | The stockholder proposal on simple majority vote |
| DexCom, Inc. | 22 May 2024 | To provide a non-binding, advisory vote on transparency in lobbying. |
| Airbnb, Inc. | 5 Jun 2024 | Stockholder proposal regarding political disclosure |
| IDEXX Laboratories, Inc. | 6 May 2024 | Shareholder proposal regarding simple majority vote (Proposal Four). |
Shares on loan
Lincoln Financial reported 14.3 million shares on loan at record dates against 156.10 billion shares voted: 0.01% 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 Lincoln Financial vote on executive pay?
In the year to 30 June 2024 Lincoln Financial reported 11,263 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 9,768 were for (86.7%), 1,490 against and 5 abstentions. Counting one item per company meeting, it voted against management on 171 of the 2,685 say-on-pay items it marked either way. A further 3 say-on-pay items were reported without a management mark and are not counted in that figure.
How often does Lincoln Financial vote against management?
9.7% of the time in the year to 30 June 2024: 22,561 of the 233,173 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 Lincoln Financial support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 1,671 votes on proposals from security holders in the year to 30 June 2024 and voted for 185 of them (11.1%). Across every category it voted for 37.6% 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 Lincoln Financial 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 Lincoln Financial, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.