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Form N-PX · fund registrantSEC filer no. 31266

Eaton Vance Special Investment Trust

fund voting report, part of Morgan Stanley, Eaton Vance and Calvert

Vote records reported
2,955year to 30 June 2026
Against management
7.5%222 of 2,951 marked votes
Say-on-pay support
92.5%for, of for + against + abstain
Shareholder-proposal support
37.0%for, of for + against + abstain
89.8% for7.5% against2.6% other7.5% against management2,955 votes

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

In its Form N-PX for the year to 30 June 2026, Eaton Vance Special Investment Trust listed 2,955 vote records. Votes against management made up 7.5% of those marked either way (222 of 2,951); the median fund registrant stood at 6.2%.

Weighted by the number of shares voted, the against-management share is 5.9%. 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 92.5% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 37.0% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (42.3% of 26), SHAREHOLDER RIGHTS AND DEFENSES (35.0% of 20) and CORPORATE GOVERNANCE (32.4% of 139).

It reported 3.2 million shares out on loan at record dates, 0.88% 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 1,241 fund registrants with at least 25 vote records in the season.

year to 30 June 2026This filerMedian fund registrantAll filers pooled
Against-management share7.5%6.2%10.6%
Say-on-pay support rate92.5%91.6%86.0%
Shareholder-proposal support rate37.0%27.5%33.9%
Shares on loan, share of shares held0.88%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
DIRECTOR ELECTIONS2,0761,964495.4%
SECTION 14A SAY-ON-PAY VOTES242210177.0%
AUDIT-RELATED23923900.0%
SHAREHOLDER RIGHTS AND DEFENSES2015535.0%
EXTRAORDINARY TRANSACTIONS43125.0%
CAPITAL STRUCTURE3535017.1%
COMPENSATION736588.2%
CORPORATE GOVERNANCE142984432.4%
ENVIRONMENT OR CLIMATE64105415.6%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE26111542.3%
DIVERSITY, EQUITY, AND INCLUSION352335.9%
OTHER SOCIAL ISSUES102257723.5%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20243,22111.8%90.4%42.4%
year to 30 June 20252,9018.1%92.9%35.6%
year to 30 June 20262,9557.5%92.5%37.0%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Eaton Vance Special Investment Trust voted against management on 14 of the 194 it marked either way (7.2%) in the year to 30 June 2026.

Shareholder proposals it supported

Of 157 proposals from security holders that could be told apart in the filings and on which it cast a vote, Eaton Vance Special Investment Trust voted for 57 (36.3%). 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 Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025Report on Al Data Usage Oversight
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a mandatory independent board chair policy
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI data usage oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
Eli Lilly and Company4 May 2026Shareholder proposal to prepare an annual lobbying report.
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Report on Packaging Policies for Plastics
CHEVRON CORPORATION27 May 2026Commission a Third-Party Report on Human Rights Processes
CHEVRON CORPORATION27 May 2026Report on Indigenous Peoples' Rights
Walmart Inc.4 Jun 2026Report on Workplace Health and Safety Governance
The Coca-Cola Company29 Apr 2026Vote on a shareowner proposal requesting a report on risks related to ingredients
The Coca-Cola Company29 Apr 2026Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure
Tesla, Inc.6 Nov 2025A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Tesla, Inc.6 Nov 2025A shareholder proposal to amend Article X of the bylaws.
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.
McDonald's Corporation20 May 2026Advisory Vote on Shareholders' Right to Act by Written Consent.
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Right to Act by Written Consent
Wells Fargo & Company28 Apr 2026Require Independent Board Chair
Texas Instruments Incorporated16 Apr 2026Stockholder proposal to permit stockholders to act by written consent.
ConocoPhillips12 May 2026Stockholder Proposal - Independent Board Chairman.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Lobbying Disclosure
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Special Shareholder Meeting Thresholds
Lowe's Companies, Inc.29 May 2026Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging...
Comcast Corporation10 Jun 2026Adopt policy to have an independent chair
S&P Global Inc.20 May 2026Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder...
Micron Technology, Inc.15 Jan 2026Reduce Ownership Threshold for Shareholders to Call Special Meeting
Lam Research Corporation4 Nov 2025Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting,"
Analog Devices, Inc.11 Mar 2026To consider a shareholder proposal
Boston Scientific Corporation30 Apr 2026Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting."
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026Shareholder Proposal Regarding Data Protection Impact Assessment

Shares on loan

Eaton Vance Special Investment Trust reported 3.2 million shares on loan at record dates against 361.8 million shares voted: 0.88% of the two together. Median fund registrant: 0.00%. 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.

Fund series in this filing

4 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
Eaton Vance Large-Cap Value Fund9076.2%95.2%34.6%
Eaton Vance Dividend Builder Fund8217.7%90.9%37.8%
Eaton Vance Growth Fund6439.4%86.7%38.1%
Eaton Vance Small-Cap Fund5847.4%96.9%not reported

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 Eaton Vance Special Investment Trust vote on executive pay?

In the year to 30 June 2026 Eaton Vance Special Investment Trust reported 227 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 210 were for (92.5%), 17 against and 0 abstentions. Counting one item per company meeting, it voted against management on 14 of the 194 say-on-pay items it marked either way.

How often does Eaton Vance Special Investment Trust vote against management?

7.5% of the time in the year to 30 June 2026: 222 of the 2,951 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 Eaton Vance Special Investment Trust support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 64 votes on proposals from security holders in the year to 30 June 2026 and voted for 10 of them (15.6%). Across every category it voted for 37.0% 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 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 Eaton Vance Special Investment Trust (filer no. 31266), 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.