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Eagle Ridge Investment Management
institutional manager voting report
- Vote records reported
- 338year to 30 June 2024
- Against management
- 85.4%287 of 336 marked votes
- Say-on-pay support
- 4.7%for, of for + against + abstain
- Shareholder-proposal support
- not reportednot reported by managers
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2024, Eagle Ridge Investment Management listed 338 vote records. Votes against management made up 85.4% of those marked either way (287 of 336); the median institutional manager stood at 7.4%.
Weighted by the number of shares voted, the against-management share is 84.0%. 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 4.7% of the section 14A say-on-pay items it reported (the median institutional manager: 91.2%).
By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (85.4% of 336).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 2,487 institutional managers with at least 25 vote records in the season.
| year to 30 June 2024 | This filer | Median institutional manager | All filers pooled |
|---|---|---|---|
| Against-management share | 85.4% | 7.4% | 10.2% |
| Say-on-pay support rate | 4.7% | 91.2% | 84.6% |
| Shareholder-proposal support rate | not reported | 33.3% | 37.0% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 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 |
|---|---|---|---|---|---|
| SECTION 14A SAY-ON-PAY VOTES | 338 | 14 | 277 | 85.4% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 338 | 85.4% | 4.7% | not reported |
Only one season is on file for this entry so far. The structured Form N-PX began with the year to 30 June 2024.
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Eagle Ridge Investment Management voted against management on 282 of the 293 it marked either way (96.2%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.
A further 2 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.
- Microsoft Corporation 7 Dec 2023
- Amazon.com, Inc. 22 May 2024
- Apple Inc. 28 Feb 2024
- NVIDIA Corporation 26 Jun 2024
- Visa Inc. 23 Jan 2024
- JPMorgan Chase & Co. 21 May 2024
- UnitedHealth Group Incorporated 3 Jun 2024
- Mastercard Incorporated 18 Jun 2024
- Merck & Co., Inc. 28 May 2024
- Johnson & Johnson 25 Apr 2024
- The Home Depot, Inc. 16 May 2024
- AbbVie Inc. 3 May 2024
- Cisco Systems, Inc. 6 Dec 2023
- Adobe Inc. 17 Apr 2024
- EXXON MOBIL CORPORATION 29 May 2024
- Eli Lilly and Company 6 May 2024
- CHEVRON CORPORATION 29 May 2024
- The Procter & Gamble Company 10 Oct 2023
- Broadcom Inc. 22 Apr 2024
- PEPSICO, INC. 1 May 2024
- Thermo Fisher Scientific Inc. 22 May 2024
- Bank of America Corporation 24 Apr 2024
- The Walt Disney Company 3 Apr 2024
- Walmart Inc. 5 Jun 2024
- Comcast Corporation 10 Jun 2024
- The Coca-Cola Company 1 May 2024
- Pfizer Inc. 25 Apr 2024
- Costco Wholesale Corporation 18 Jan 2024
- Abbott Laboratories 26 Apr 2024
- Verizon Communications Inc. 9 May 2024
- McDonald's Corporation 22 May 2024
- Netflix, Inc. 6 Jun 2024
- Oracle Corporation 15 Nov 2023
- NIKE, Inc. 12 Sep 2023
- Union Pacific Corporation 9 May 2024
- Tesla, Inc. 13 Jun 2024
- Danaher Corporation 7 May 2024
- Intel Corporation 7 May 2024
- Bristol-Myers Squibb Company 7 May 2024
- Advanced Micro Devices, Inc. 8 May 2024
Shareholder proposals it supported
Institutional managers report say-on-pay votes only, so no shareholder proposals appear here.
Shares on loan
Eagle Ridge Investment Management reported no shares on loan for the year to 30 June 2024. 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.
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 26 Aug 2024 accession 0001062993-24-015660
- Every N-PX filing by this filer on EDGAR
Questions
How did Eagle Ridge Investment Management vote on executive pay?
In the year to 30 June 2024 Eagle Ridge Investment Management reported 301 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 14 were for (4.7%), 277 against and 10 abstentions. Counting one item per company meeting, it voted against management on 282 of the 293 say-on-pay items it marked either way. A further 2 say-on-pay items were reported without a management mark and are not counted in that figure.
How often does Eagle Ridge Investment Management vote against management?
85.4% of the time in the year to 30 June 2024: 287 of the 336 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.
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 this filer 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 30 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Eagle Ridge Investment Management (filer no. 1445891), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.