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Form N-PX · institutional managerSEC filer no. 1967966

Socha Financial Group, LLC

institutional manager voting report

Vote records reported
410year to 30 June 2026
Against management
17.8%73 of 410 marked votes
Say-on-pay support
85.5%for, of for + against + abstain
Shareholder-proposal support
24.1%for, of for + against + abstain
64.9% for29.3% against5.9% other17.8% against management410 votes

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

Socha Financial Group, LLC reported 410 vote records for the year to 30 June 2026. It marked 17.8% of its votes as cast against management (73 of 410), 11.4 percentage points above the median institutional manager, which was 6.4%.

Weighted by the number of shares voted, the against-management share is 10.2%. 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 85.5% of the section 14A say-on-pay items it reported (the median institutional manager: 91.4%) and it voted for 24.1% of the proposals put forward by security holders (the median institutional manager: 41.1%).

By category, votes against management were most frequent in CORPORATE GOVERNANCE (21.5% of 163), COMPENSATION (17.2% of 58) and SECTION 14A SAY-ON-PAY VOTES (14.8% of 189).

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 2,628 institutional managers with at least 25 vote records in the season.

year to 30 June 2026This filerMedian institutional managerAll filers pooled
Against-management share17.8%6.4%10.6%
Say-on-pay support rate85.5%91.4%86.0%
Shareholder-proposal support rate24.1%41.1%33.9%
Shares on loan, share of shares held0.00%0.00%3.12%
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
SECTION 14A SAY-ON-PAY VOTES1891532614.8%
COMPENSATION58461217.2%
CORPORATE GOVERNANCE163678221.5%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 202410.0%not reportednot reported
year to 30 June 202550.0%80.0%not reported
year to 30 June 202641017.8%85.5%24.1%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Socha Financial Group, LLC voted against management on 26 of the 167 it marked either way (15.6%) in the year to 30 June 2026.

Shareholder proposals it supported

Of 107 proposals from security holders that could be told apart in the filings and on which it cast a vote, Socha Financial Group, LLC voted for 25 (23.4%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Advanced Micro Devices, Inc.13 May 2026Stockholder proposal requesting changes to the stockholder right to call a special meeting.
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Right to Act by Written Consent
International Business Machines Corporation28 Apr 2026Amend Stock Ownership Guidelines for Outside Directors
CATERPILLAR INC.10 Jun 2026Shareholder Proposal - Shareholder Right to Act by Written Consent
AT&T INC.14 May 2026Shareholder Right to Act by Written Consent
Adobe Inc.15 Apr 2026Stockholder Proposal Regarding Vote on Golden Parachutes.
HONEYWELL INTERNATIONAL INC.22 May 2026Shareowner Proposal - Shareholder Right to Act by Written Consent.
THE BOEING COMPANY17 Apr 2026Action by Written Consent.
Micron Technology, Inc.15 Jan 2026Reduce Ownership Threshold for Shareholders to Call Special Meeting
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
United Parcel Service, Inc.7 May 2026To 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.19 May 2026Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders.
eBay Inc.17 Jun 2026Special stockholder meeting threshold
The AES Corporation29 Apr 2026If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call...
Annaly Capital Management, Inc.10 Jun 2026Advisory stockholder proposal to adopt the right to act by written consent.
Eastman Chemical Company7 May 2026Advisory Vote on Stockholder Proposal Regarding Lowering the Threshold for Calling Special Shareholder...
Five Below, Inc.16 Jun 2026Shareholder proposal requesting that provisions in the Company's governance documents requiring greater...

Shares on loan

Socha Financial Group, LLC reported no shares on loan for the year to 30 June 2026. 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.

Questions

How did Socha Financial Group, LLC vote on executive pay?

In the year to 30 June 2026 Socha Financial Group, LLC reported 179 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 153 were for (85.5%), 26 against and 0 abstentions. Counting one item per company meeting, it voted against management on 26 of the 167 say-on-pay items it marked either way.

How often does Socha Financial Group, LLC vote against management?

17.8% of the time in the year to 30 June 2026: 73 of the 410 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 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Socha Financial Group, LLC (filer no. 1967966), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.