Shareholder resolutions appear on the proxy ballot for vote by all shareholders at the company’s annual meeting. A strong level of shareholder support — even when not a majority — can be an important driver of more sustainable business policies and practices.
Boston Trust Walden has filed nearly 600 shareholder resolutions since 1987, and we’ve withdrawn 44% of these after companies committed to improve their ESG policies, practices, or performance.
Check out our interactive tool below to view all shareholder resolutions filed and the outcomes.
Year | Company Name | Proposal Topic | Boston Trust Walden's Role | Outcome | Focus Area |
---|---|---|---|---|---|
2024 | Chemed | Issue an annual report describing the company's environmental, social, and governance (ESG) policies, practices, and performance goals and metrics | Lead filer | Withdrawn with agreement | Governance |
2024 | Valmont Industries | Commit to annual disclosure of a comprehensive breakdown of the workforce by race, ethnicity, and gender according to the Equal Employment Opportunity Commission's defined job categories (EEO-1 Report) | Lead filer | Withdrawn with agreement | Equality |
2024 | JPMorgan Chase | Report on the proportion of clients that are not aligned with a net zero pathway and subsequent efforts to meet financed emissions targets | Co-filer (As You Sow lead) | SEC omitted | Climate Risk |
2024 | Comfort Systems | Establish science-based GHG emissions reduction targets aligned with the goals of the Paris Agreement | Lead filer | Withdrawn with agreement | Climate Risk |
2024 | Expeditors International of Washington | Establish science-based GHG emissions reduction targets aligned with the goals of the Paris Agreement | Lead filer | 22% | Climate Risk |
2024 | Texas Roadhouse | Demonstrate if and how the company is aligning its business and supply chain with the goals of the Paris Agreement | Lead filer | 27.95% | Climate Risk |
2023 | United Parcel Service | Expand disclosure of political expenditures and lobbying activities and disclose the policies and processes that guide this spending | Lead Filed | Withdrawn with agreement | Governance |
2023 | Medpace Holdings | Report on actions to enhance board diversity, such as implementing leading practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2023 | Alphabet | Evaluate and report on alignment of direct and indirect lobbying activity/political expenditures with the company’s climate commitments and address plans to mitigate the risks presented by any misalignment | Co-Lead Filed | 14.2% support | Environment/Climate Change |
2023 | Texas Roadhouse | Demonstrate if and how the company is aligning its business and supply chain with the goals of the Paris Agreement | Lead Filed | 40.4% support | Environment/Climate Change |
2022 | Green Dot | Issue an annual report describing the company’s environmental, social, and governance (ESG) policies, practices, and performance goals and metrics | Lead Filed | Withdrawn with agreement | Governance |
2022 | East West Bancorp | Issue an annual report describing the company’s environmental, social, and governance (ESG) policies, practices, and performance goals and metrics | Lead Filed | Withdrawn with agreement | Governance |
2022 | Cathay General Bancorp | Issue an annual report describing the company’s environmental, social, and governance (ESG) policies, practices, and performance goals and metrics | Lead Filed | Withdrawn with agreement | Governance |
2022 | The Walt Disney Company | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 34% support | Governance |
2022 | United Parcel Service | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Lead Filed | 30% support | Governance |
2022 | SEI Investments | Commit to annual disclosure of a comprehensive breakdown of the workforce by race, ethnicity, and gender according to the Equal Employment Opportunity Commission’s defined job categories (EEO-1 Report) | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2022 | Dollar General | Commit to annual disclosure of a comprehensive breakdown of the workforce by race, ethnicity, and gender according to the Equal Employment Opportunity Commission’s defined job categories (EEO-1 Report) | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2022 | Cactus | Report on actions to enhance board diversity, such as implementing leading practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2022 | CorVel | Report on actions to enhance board diversity, such as implementing leading practice nominating and governance policies and proxy disclosure | Lead Filed | 36% support | Equality and Human Rights |
2022 | UnitedHealth Group | Evaluate and report on alignment of direct and indirect lobbying activity with the Paris Agreement’s ultimate goal to limit average global warming to 1.5°C and address plans to mitigate the risks presented by any misalignment | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2022 | Union Pacific | Evaluate and report on alignment of direct and indirect lobbying activity with the Paris Agreement’s ultimate goal to limit average global warming to 1.5°C and address plans to mitigate the risks presented by any misalignment | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2022 | Merck & Co. | Evaluate and report on alignment of direct and indirect lobbying activity with the Paris Agreement’s ultimate goal to limit average global warming to 1.5°C and address plans to mitigate the risks presented by any misalignment | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2022 | JPMorgan Chase | Evaluate and report on alignment of direct and indirect lobbying activity with the Paris Agreement’s ultimate goal to limit average global warming to 1.5°C and address plans to mitigate the risks presented by any misalignment | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2022 | Amgen | Evaluate and report on alignment of direct and indirect lobbying activity with the Paris Agreement’s ultimate goal to limit average global warming to 1.5°C and address plans to mitigate the risks presented by any misalignment | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2022 | Alphabet | Evaluate and report on alignment of direct and indirect lobbying activity with the Paris Agreement’s ultimate goal to limit average global warming to 1.5°C and address plans to mitigate the risks presented by any misalignment | Co-Filed | 19% support | Environment/Climate Change |
2021 | Walt Disney | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 33% support | Governance |
2021 | UPS | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 26% support | Governance |
2021 | Pfizer | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2021 | Comcast | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2021 | Chevron | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 48% support | Governance |
2021 | Home Depot | Commit to annual disclosure of a comprehensive breakdown of the workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories (EEO-1 Report) | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2021 | U.S. Physical Therapy | Report on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2021 | IPG Photonics | Report on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2021 | German American Bancorp | Report on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2021 | Alphabet | Prepare a report assessing the feasibility of integrating sustainability metrics, including diversity among senior executives, into compensation plans | Co-Filed | 12% support | Equality and Human Rights |
2021 | T. Rowe Price Group | Review and report on proxy voting policies and practices related to climate change | Co-Filed | 17% support | Environment/Climate Change |
2021 | BlackRock | Review and report on proxy voting policies and practices related to climate change | Co-Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2021 | ExxonMobil | Evaluate and report on lobbying activity alignment with the goal of limiting average global warming to well below 2 degrees Celsius and address plans to mitigate any misalignment | Co-Filed | 64% support | Environment/Climate Change |
2021 | JP Morgan Chase | Report on plans to measure and disclose greenhouse gas footprint of financing activities | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2020 | Walt Disney | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 34% support | Governance |
2020 | UPS | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Lead-Filed | 24% support | Governance |
2020 | Pfizer | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 21% support | Governance |
2020 | ExxonMobil | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 38% support | Governance |
2020 | Comcast | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 26% support | Governance |
2020 | Chevron | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Omitted by SEC | Governance |
2020 | Charter Communications | Issue a report describing policies, performance, and improvement targets associated with key ESG risks and opportunities, including GHG reduction goals | Co-Lead Filed | Withdrawn with agreement | Governance |
2020 | Nordstrom | Evaluate and report on the impact of the use of mandatory arbitration on the prevalence of workplace harassment and discrimination and employees’ ability to seek redress | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2020 | Williams-Sonoma | Disclose a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories, and report on policies and programs to improve diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2020 | Hyatt Hotels | Disclose a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories, and report on policies and programs to improve diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2020 | Home Depot | Disclose a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories, and report on policies and programs to improve diversity | Co-Filed | 36% support | Equality and Human Rights |
2020 | Choice Hotels | Disclose a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories, and report on policies and programs to improve diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2020 | The Ensign Group | Report on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2020 | Bridge Bancorp | Report on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosure | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2020 | Alphabet | Prepare a report assessing the feasibility of integrating sustainability metrics, including diversity, into compensation plans | Co-Filed | 13% support | Equality and Human Rights |
2020 | Vanguard Group | Review and report on proxy voting policies and practices related to climate | Lead Filed | In negotiation | Environment/Climate Change |
2020 | JP Morgan Chase | Review and report on proxy voting policies and practices related to climate | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2019 | Walt Disney | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 39% support | Governance |
2019 | Verizon Communications | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2019 | UPS | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 21% support | Governance |
2019 | SEI Investments | Report a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commissions defined job categories, and policies and programs to improve diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2019 | Oracle | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2019 | JP Morgan Chase | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2019 | Illinois Tool Works | Adopt quantitative, company-wide goals for reducing total greenhouse gas emissions consistent with the Paris Climate Agreement | Co-Filed | 21% support | Environment/Climate Change |
2019 | IBM | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2019 | Emerson Electric | Adopt quantitative, company-wide goals for reducing total greenhouse gas emissions consistent with the Paris Climate Agreement | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2019 | CorVel | Issue a public report detailing the risks associated with omitting “sexual orientation” and “gender identity” from its written equal employment opportunity (EEO) policy | Lead Filed | Challenged/Lost at SEC | Equality and Human Rights |
2019 | Comcast | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | 18% support | Governance |
2019 | Chevron | Assess reducing carbon footprint in alignment with GHG reductions needed to achieve the Paris Climate Agreement | Co-Filed | 33% support | Environment/Climate Change |
2019 | Charter Communications | Issue a report describing policies, performance, and improvement targets associated with key ESG risks and opportunities, include GHG reduction goals | Co-Lead Filed | 28% support | Governance |
2019 | Atrion | Report on steps being taken to improve board diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2019 | AT&T | Report on policies and procedures regarding direct, indirect, and grassroots lobbying; disclose payments used for lobbying and non-tax-exempt payments to trade associations and other entities to influence public policy | Co-Filed | Withdrawn with agreement | Governance |
2019 | Artisan Partners Asset Management | Review and report on proxy voting policies and practices related to climate change | Lead Filed | Withdrawn with agreement | Governance |
2019 | Alphabet | Prepare a report assessing the feasibility of integrating sustainability metrics, including diversity, into compensation plans | Co-Filed | 10% support | Equality and Human Rights |
1986 | Angelica Corp. | Study and report on the relations between the corporation’s employees, management, and shareholders and on what applicable policies, if any, have been implemented | Lead Filed/CSIF | Withdrawn with agreement | Governance |
1990 | Gannett | Report on the Valdez (CERES) Principles | Lead Filed/CSIF | Withdrawn with agreement | Environment/Climate Change |
1990 | Angelica Corp. | Report on the Valdez (CERES) Principles | Lead Filed/CSIF | Withdrawn with agreement | Environment/Climate Change |
1992 | Oregon Steel Mills | Report publicly on the environmental impact of its operations | Lead Filed | 6% support | Environment/Climate Change |
1993 | Oregon Steel Mills | Report publicly on the environmental impact of its operations | Lead Filed | 6% support | Environment/Climate Change |
1993 | Albertsons | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
1994 | Tecumseh Products | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with commitment | Equality and Human Rights |
1994 | Leggett & Platt | Disclose Equal Employment Opportunity data | Lead Filed | 14% support | Equality and Human Rights |
1994 | WW Grainger | Disclose Equal Employment Opportunity data | Lead Filed | 11% support | Equality and Human Rights |
1994 | R. R. Donnelley | Disclose Equal Employment Opportunity data | Lead Filed | 21% support | Equality and Human Rights |
1994 | AMETEK | More independent and diverse board | Lead Filed | 30% support | Governance |
1995 | Northwest Natural Gas | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with commitment | Equality and Human Rights |
1995 | Masco | Environmental liabilities disclosure | Lead Filed | Withdrawn with commitment | Environment/Climate Change |
1995 | WW Grainger | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with commitment | Equality and Human Rights |
1995 | First Virginia Banks | Report on Community Reinvestment | Lead Filed | Withdrawn with commitment | Governance |
1995 | Albertsons | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
1996 | Sigma-Aldrich | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
1996 | Leggett & Platt | Report on CERES environmental principles | Lead Filed | 14% support | Environment/Climate Change |
1996 | Bristol Myers Squibb | Report on executive pay ties to social issues | Lead Filed | Withdrawn with agreement | Governance |
1996 | Becton Dickinson | Report on its Mexican maquiladora operation | Co-Filed | 10% support | Equality and Human Rights |
1997 | Xerox | Endorse CERES Principles | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
1997 | Texaco | Update report on Equal Employment Opportunity | Co-Filed | Withdrawn with commitment | Equality and Human Rights |
1997 | Southwest Airlines | Disclose Equal Employment Opportunity data | Lead Filed | 12% support | Equality and Human Rights |
1997 | MCI | Disclose Equal Employment Opportunity data | Lead Filed | SEC omitted | Equality and Human Rights |
1997 | Johnson & Johnson | Review and amend its global set of corporate standards | Co-Filed | Withdrawn with agreement | Governance |
1997 | Atlantic Richfield | Development of human rights guidelines for country selection, particularly given the firm’s ties in Burma | Co-Filed | 10% support | Equality and Human Rights |
1997 | AIG | Issue a policy publicly committing to board inclusiveness | Co-Filed | 10% support | Governance |
1997 | AT&T | Review executive pay/study link to social performance | Lead Filed | 14% support | Governance |
1998 | Xerox | Ask shareholders to support company’s past environmental performance | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
1998 | Wolverine Tube | Reconstitution of Board to include greater independence and diversity | Lead Filed | Withdrawn with commitment | Governance |
1998 | Walt Disney | Endorse CERES Principles | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
1998 | Intel | Endorse CERES Principles | Co-Filed | 10.6% support | Environment/Climate Change |
1998 | Home Depot | Disclose Equal Employment Opportunity data | Co-Lead Filed | 14.4% support | Equality and Human Rights |
1998 | Hewlett-Packard | Review global environmental standards for suppliers | Co-Filed | 7% support | Environment/Climate Change |
1998 | Deere | Endorse CERES Principles | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
1998 | AMR Corp. | Endorse CERES Principles | Lead Filed | Withdrawn with commitment | Environment/Climate Change |
1998 | AIG | Review financial effects of climate change | Co-Filed | SEC omitted | Environment/Climate Change |
1998 | AIG | Disclose Equal Employment Opportunity data | Co-Filed | 14.4% support | Equality and Human Rights |
1999 | T. Rowe Price (Germany) | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
1999 | HypoVereinsbank | Address deficiencies in financial and environmental risk assessment projects, i.e. Maheshwar Dam in India | Lead Filed | Withdrawn with commitment | Governance |
1999 | Hewlett-Packard | Review global environmental standards for suppliers | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
1999 | Home Depot | Disclose Equal Employment Opportunity data | Co-Filed | 10.6% support | Equality and Human Rights |
1999 | Harley-Davidson | Endorse CERES Principles | Co-Lead Filed | 14.4% support | Environment/Climate Change |
1999 | Gillette | Endorse CERES Principles | Co-Filed | 7% support | Environment/Climate Change |
1999 | R. R. Donnelley | Review wage equity/comparable worth issues at company | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
1999 | Atlantic Richfield | Cease support of opening Arctic National Wildlife Refuge (ANWR) | Lead Filed | Withdrawn with commitment | Environment/Climate Change |
1999 | AIG | Issue a policy publicly committing to board inclusiveness | Co-Filed | SEC omitted | Equality and Human Rights |
1999 | ABN Amro (Netherlands) | Become signatory to UNEP Statement by Financial Institutions on Sustainable Development | Co-Filed | 14.4% support | Governance |
2000 | Winn-Dixie | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2000 | Tricon Global Restaurants | Label/remove genetically engineered food ingredients | Lead Filed | Withdrawn with agreement | Health |
2000 | Occidental Petroleum | Prevent drilling on land deemed sacred by U’wa | Co-Filed | 4% support | Equality and Human Rights |
2000 | MBNA | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2000 | Kroger | Label/remove genetically engineered food ingredients | Lead Filed | 3% support | Health |
2000 | Imerys (France) | No interference with union vote in Alabama plant | aRepresentation at meeting | Withdrawn with agreement | Equality and Human Rights |
2000 | Home Depot | Disclose Equal Employment Opportunity data | Co-Lead Filed | 10.5% support | Equality and Human Rights |
2000 | Exxon Mobil | Develop renewable Energy Alternatives | Co-Filed | 6.2% support | Environment/Climate Change |
2000 | R. R. Donnelley | Review wage equity/comparable worth issues at company | Lead Filed | 6.5% support | Equality and Human Rights |
2000 | BP Amoco | Preserve ANWR & increase commitment to solar energy | Co-Filed | 13.5% support | Environment/Climate Change |
2000 | ConAgra | Label/remove genetically engineered food ingredients | Lead Filed | Withdrawn with agreement | Health |
2000 | Atlantic Richfield | Cease support of opening Arctic National Wildlife Refuge (ANWR) | Co-Filed | Meeting cancelled | Environment/Climate Change |
2000 | Associates First | Take steps to prevent predatory lending | Co-Filed | 9% support | Governance |
2001 | WorldCom | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2001 | Wal-Mart | Report on vendor standard compliance mechanisms | Co-Filed | 5.2% support | Governance |
2001 | Unocal | Tie executive compensation to social performance | Co-Filed | 15.4% support | Governance |
2001 | Tricon Global Restaurants | Report on phase-out of genetically engineered food ingredients | Lead Filed | Withdrawn with agreement | Health |
2001 | TJX | Implement McBride Principles (Northern Ireland) | Co-Filed | 16.4% support | Equality and Human Rights |
2001 | Sears | Establish independent monitoring of vendors and adopt ILO stds | Co-Filed | 8.1% support | Equality and Human Rights |
2001 | PepsiCo | Set recycling goals | Co-Lead Filed | 8.1% support | Environment/Climate Change |
2001 | Occidental Petroleum | Report on plans to drill on land deemed sacred by U’wa (Colombia) | Co-Filed | 8.3% support | Equality and Human Rights |
2001 | Nordstrom | Report on vendor standard compliance mechanisms | Co-Filed | 6.2% support | Governance |
2001 | Longs Drug | Phase-out sales of mercury thermometers | Lead Filed | Withdrawn with agreement | Health |
2001 | Lehman Brothers | Take steps to prevent predatory lending | Lead Filed | Withdrawn with agreement | Governance |
2001 | Kroger | Label genetically engineered food ingredients | Lead Filed | 15.3% support | Health |
2001 | Kohl’s | Tie executive compensation to social performance | Co-Filed | Withdrawn with agreement | Governance |
2001 | Jones Apparel | Report on vendor standard compliance mechanisms | Co-Filed | Withdrawn with agreement | Governance |
2001 | IBM | Policy for employees to receive comparable retirement benefits | Co-Filed | 14.7% support | Governance |
2001 | Home Depot | Disclose Equal Employment Opportunity data | Co-Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2001 | Georgia Pacific | Increase environmental disclosure | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2001 | Exxon Mobil | Increase commitment to renewable energy | Co-Filed | 8.9% support | Environment/Climate Change |
2001 | EMC | Disclose Equal Employment Opportunity data | Lead Filed | Company excluded from proxy statement | Equality and Human Rights |
2001 | Eastman Chemical | Conduct study to evaluate health risks posed by cigarette filter tows | Co-Filed | 8.0% support | Health |
2001 | CVS | Phase-out sales of mercury thermometers | Lead Filed | Withdrawn with agreement | Health |
2001 | Conseco | Take steps to prevent predatory lending | Co-Filed | 8.0% support | Governance |
2001 | Coca-Cola | Set recycling goals | Co-Lead Filed | 5.1% support | Environment/Climate Change |
2001 | Citigroup | Take steps to prevent predatory lending | Co-Filed | Withdrawn with agreement | Governance |
2001 | Chevron Texaco | Report on efforts to decrease greenhouse gas emissions | Co-Filed | 9.6% support | Environment/Climate Change |
2001 | Chase Manhattan | Report on global lending standards in developing countries | Co-Filed | 3.3% support | Governance |
2001 | BP Amoco | Review risks associated with drilling in Arctic National Wildlife Refuge | Co-Lead Filed | SEC omitted | Environment/Climate Change |
2001 | Bank of America | Disclose Equal Employment Opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2001 | AT&T | Tie executive compensation to social performance | Co-Lead Filed | 13% support | Governance |
2001 | Associates First | Take steps to prevent predatory lending | Co-Filed | Combined with Citigroup | Governance |
2001 | Albertsons | Label genetically engineered food ingredients | Lead Filed | 6.1% support | Health |
2001 | AIG | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2002 | Unocal | Link executive compensation to social criteria | Co-Filed | 9% support | Governance |
2002 | Tricon Global Restaurants | Report on impacts of genetically engineered food | Lead Filed | Withdrawn with agreement | Health |
2002 | TJX | Report on vendor standards | Lead Filed | 5% support | Governance |
2002 | Teleflex | Amend anti-discrimination policy to include sexual orientation | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2002 | SYSCO | Report on impacts of genetically engineered food | Co-Filed | 6% support | Health |
2002 | Sears | Adopt and report on International Labour Organization standards | Co-Filed | 9% support | Equality and Human Rights |
2002 | PepsiCo | Set recycling goals | Co-Lead Filed | 5% support | Environment/Climate Change |
2002 | Occidental Petroleum | Report on greenhouse gas emissions | Lead Filed | 19% support | Environment/Climate Change |
2002 | Lowes | Adopt International Labour Organization standards and independent monitoring | Co-Filed | 6% support | Equality and Human Rights |
2002 | Lehman Brothers | Use majority shareholder position in Peabody Coal to limit use of Hopi water supply | Co-Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2002 | Kroger | Label genetically engineered food | Lead Filed | 6% support | Health |
2002 | Kohl’s | Adopt and report on International Labour Organization standards | Co-Filed | 4% support | Equality and Human Rights |
2002 | JC Penney | Phase-out sale of mercury containing thermometers | Lead Filed | Withdrawn with agreement | Health |
2002 | IBM | Product take-back and recycling | Co-Filed | SEC omitted | Environment/Climate Change |
2002 | HCA | Phase-out use of mercury containing medical devices | Lead Filed | Withdrawn with agreement | Health |
2002 | Hasbro | Adopt International Labour Organization standards and independent monitoring | Co-Lead Filed | 7% support | Equality and Human Rights |
2002 | FleetBoston Financial | Link executive compensation to social criteria | Co-Filed | 13% support | Governance |
2002 | FleetBoston Financial | Public disclosure of equal employment opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2002 | Exxon Mobil | Adopt comprehensive human rights policy | Co-Filed | 7% support | Equality and Human Rights |
2002 | Exxon Mobil | Amend anti-discrimination policy to include sexual orientation | Co-Filed | 24% support | Equality and Human Rights |
2002 | Exxon Mobil | Develop renewable energy alternatives | Co-Filed | 20% support | Environment/Climate Change |
2002 | EMC | Take steps to diversify board by gender and race | Co-Lead Filed | 32% support | Equality and Human Rights |
2002 | EMC | Commit to in-person annual general meeting | Co-Lead Filed | SEC omitted | Governance |
2002 | EMC | Increase board independence | Co-Lead Filed | 56% support | Governance |
2002 | Eastman Chemical | Report on cigarette filter health effects | Co-Filed | 8% support | Health |
2002 | Delphi Automotive | Report on global labor standards | Co-Filed | 22% support | Equality and Human Rights |
2002 | Dell | Product take-back and recycling | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2002 | Cooper Industries | Issue comprehensive sustainability report | Co-Filed | 22% support | Governance |
2002 | Conseco | Take steps to prevent predatory lending | Co-Filed | 8% support | Governance |
2002 | Coca-Cola | Set recycling goals | Co-Lead Filed | 4% support | Environment/Climate Change |
2002 | Chevron Texaco | Report on greenhouse gas emissions | Co-Filed | Withdrawn | Environment/Climate Change |
2002 | Cardinal Health | Phase-out sale of mercury containing thermometers | Lead Filed | Withdrawn with agreement | Health |
2002 | Bristol Myers Squibb | Make HIV/AIDS drugs affordable in African countries | Co-Filed | Withdrawn | Health |
2002 | BP Amoco | Review risks of Investing in environmentally sensitive areas | Co-Lead Filed | 11% support | Environment/Climate Change |
2002 | Bemis | Public disclosure of equal employment opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2002 | ALLTEL | Amend anti-discrimination policy to include sexual orientation | Co-Lead Filed | 10% support | Equality and Human Rights |
2002 | Albertsons | Label genetically engineered food | Lead Filed | 4% support | Health |
2002 | Abbott Laboratories | Adopt drug accessibility policy | Co-Filed | Withdrawn | Health |
2003 | YUM! Brands | Prepare sustainability report | Co-Filed | 35% support | Governance |
2003 | Wal-Mart | Adopt and report on International Labour Organization standards | Co-Filed | 4% support | Equality and Human Rights |
2003 | Unocal | Adopt and report on International Labour Organization standards | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2003 | TJX | Report on vendor standards | Lead Filed | 8% support | Governance |
2003 | SUPERVALU | Mercury thermometer phase-out | Co-Lead Filed | Withdrawn with agreement | Health |
2003 | PepsiCo | Report on beverage container recycling goal | Co-Lead Filed | SEC omitted | Environment/Climate Change |
2003 | Occidental Petroleum | Report on risks associated with greenhouse gases | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2003 | Microsoft | Utilize Global Reporting Initiative reporting system | Lead Filed | Withdrawn with agreement | Governance |
2003 | Merck | Declassify election of directors | Lead Filed | Withdrawn with agreement | Governance |
2003 | Merck | Public disclosure of equal employment opportunity data | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2003 | McDonald’s | Declassify election of directors | Lead Filed | Withdrawn with agreement | Governance |
2003 | Marsh McLennan | Report on risks associated with greenhouse gases | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2003 | JP Morgan Chase | Report on executive compensation | Co-Filed | 9% support | Governance |
2003 | Illinois Tool Works | Public disclosure of equal employment opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2003 | Herman Miller | Public disclosure of equal employment opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2003 | Gillette | Declassify election of directors | Lead Filed | 63% support | Governance |
2003 | FedEx | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2003 | Federated Dept. Stores | Report on vendor standards and how then ensure the exclusion of child labor | Co-Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2003 | Exxon Mobil | Review human rights policies, report on review | Co-Filed | 8% support | Equality and Human Rights |
2003 | Exxon Mobil | Include sexual orientation in non-discrimination policy | Co-Filed | 27% support | Equality and Human Rights |
2003 | Emerson Electric | Include sexual orientation in non-discrimination policy | Co-Filed | 10% support | Equality and Human Rights |
2003 | Dover | Include sexual orientation in non-discrimination policy | Lead Filed | 43% support | Equality and Human Rights |
2003 | Colgate-Palmolive | Report on response to Sub-Saharan health pandemic | Lead Filed | Withdrawn with agreement | Health |
2003 | Coca-Cola Enterprises | Adopt comprehensive recycling policy | Co-Lead Filed | 4% support | Environment/Climate Change |
2003 | Coca-Cola | Report on beverage container recycling goal | Co-Lead Filed | SEC omitted | Environment/Climate Change |
2003 | Tapes | Adopt comprehensive labor standards | Lead Filed | 8% support | Equality and Human Rights |
2003 | BJ’s Wholesale | Declassify election of directors | Lead Filed | Withdrawn with agreement | Governance |
2003 | Avon | Declassify election of directors | Lead Filed | 81% support | Governance |
2003 | Autodesk | Shareholder communication with independent director | Co-Filed | Withdrawn with agreement | Governance |
2003 | ALLTEL | Include sexual orientation in non-discrimination policy | Lead Filed | 12% support | Equality and Human Rights |
2004 | Wal-Mart | Public disclosure of equal employment opportunity data | Co-Filed | 16% support | Equality and Human Rights |
2004 | TJX | Report on vendor standards, policies and practices | Co-Filed | 7% support | Governance |
2004 | TJX | Declassify election of directors | Lead Filed | 77% support | Governance |
2004 | Stryker | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2004 | SBC Communications | Declassify election of directors | Co-Filed | Withdrawn with agreement | Governance |
2004 | PepsiCo | HIV/AIDS pandemic policies and programs | Co-Filed | 7% support | Health |
2004 | Merck | HIV/AIDS pandemic policies and programs | Co-Filed | 14% support | Health |
2004 | JP Morgan Chase | Review executive compensation policies | Co-Filed | 8% support | Governance |
2004 | Intel | Report on water use policies | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2004 | Gillette | Declassify election of directors | Co-Filed | 68% support | Governance |
2004 | Exxon Mobil | Review human rights policies | Co-Filed | 8% support | Equality and Human Rights |
2004 | Exxon Mobil | Include sexual orientation in non-discrimination policy | Co-Filed | 29% support | Equality and Human Rights |
2004 | Dover | Include sexual orientation in non-discrimination policy | Resolution | Withdrawn with agreement | Equality and Human Rights |
2004 | Costco | Declassify election of directors | Lead Filed | 76% support | Governance |
2004 | Chubb | Report on climate change policies | Lead Filed | SEC omitted | Environment/Climate Change |
2004 | Bell South | Declassify election of directors | Lead Filed | Withdrawn with agreement | Governance |
2004 | Avon Products | Declassify election of directors | Co-Filed | Withdrawn with agreement | Governance |
2004 | Apache | Report on climate change policies | Co-Filed | 37% support | Environment/Climate Change |
2004 | Amgen | Public disclosure of equal employment opportunity data | Lead Filed | 15% support | Equality and Human Rights |
2004 | AIG | Report on climate change policies | Lead Filed | SEC omitted | Environment/Climate Change |
2004 | ALLTEL | Include sexual orientation in non-discrimination policy | Lead Filed | 28% support | Equality and Human Rights |
2005 | Wal-Mart | Public disclosure of equal employment opportunity data | Co-Filed | 19% support | Equality and Human Rights |
2005 | TJX | Report on vendor standards and policies | Lead Filed | 9% support | Governance |
2005 | PepsiCo | Adopt comprehensive recycling policy | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2005 | IBM | Adopt comprehensive recycling policy | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2005 | Home Depot | Public disclosure of equal employment opportunity data | Lead Filed | 30% support | Equality and Human Rights |
2005 | Gentex | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2005 | Exxon Mobil | Report on climate change science research | Co-Filed | 10% support | Environment/Climate Change |
2005 | Exxon Mobil | Include sexual orientation in non-discrimination policy | Co-Filed | 29% support | Equality and Human Rights |
2005 | Carlisle | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2005 | BellSouth | Report on political contributions, policies and practices | Co-Filed | 12% support | Governance |
2005 | Apache | Report on climate change policies | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2005 | Amgen | Public disclosure of equal employment opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2005 | ALLTEL | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2006 | Wal-Mart | Public disclosure of equal employment opportunity data | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2006 | SYSCO | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2006 | PepsiCo | Adopt comprehensive recycling policy | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2006 | Leggett & Platt | Include sexual orientation in non-discrimination policy | Lead Filed | 25% support | Equality and Human Rights |
2006 | Illinois Tool Works | Public disclosure of equal employment opportunity data | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2006 | Home Depot | Public disclosure of equal employment opportunity data | Lead Filed | 36% support | Equality and Human Rights |
2006 | Exxon Mobil | Report on climate change science research | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2006 | Exxon Mobil | Include sexual orientation in non-discrimination policy | Co-Filed | 34% support | Equality and Human Rights |
2006 | Donaldson | Public disclosure of equal employment opportunity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2006 | Commercial Metals | Include sexual orientation in non-discrimination policy | Lead Filed | 43% support | Equality and Human Rights |
2006 | Coca-Cola | Adopt comprehensive recycling policy | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2006 | Chubb | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2006 | BellSouth | Report on political contributions, policies and practices | Co-Filed | 12% support | Governance |
2006 | C. R. Bard | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2006 | AT&T | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2006 | AmSouth Bancorp | Include sexual orientation in non-discrimination policy | Lead Filed | 28% support | Equality and Human Rights |
2007 | Wrigley’s | Report on vendor standards, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2007 | Wells Fargo | Report on executive compensation policies and practices | Lead Filed | 35% support | Governance |
2007 | Procter & Gamble | Report on executive compensation policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2007 | Precision CASTPARTS | Include sexual orientation in non-discrimination policy | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2007 | Pfizer | Report on executive compensation policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2007 | PepsiCo | Report on recycling programs and goals | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2007 | Medtronic | Issue comprehensive sustainability report | Lead Filed | withdrawn with agreement | Governance |
2007 | Lehman Brothers | Public disclosure of Equal Employment Opportunity Data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2007 | Leggett & Platt | Include sexual orientation in non-discrimination policy | Lead Filed | 26% support | Equality and Human Rights |
2007 | Home Depot | Public disclosure of Equal Employment Opportunity Data | Lead Filed | 26% support | Equality and Human Rights |
2007 | Hershey’s | Report on vendor standards, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2007 | Exxon Mobil | Adopt and report on quantitative goals for reducing greenhouse gas emissions | Co-Filed | 31% support | Environment/Climate Change |
2007 | Expeditors International | Include sexual orientation in non-discrimination policy | Co-Filed | 43% support | Equality and Human Rights |
2007 | Dover | Issue comprehensive sustainability report | Lead Filed | 35% support | Governance |
2007 | Commercial Metals | Include sexual orientation in non-discrimination policy | Lead Filed | 43% support | Equality and Human Rights |
2007 | Comerica | Issue comprehensive sustainability report | Lead Filed | 29% support | Governance |
2007 | Coca-Cola | Report on recycling programs and goals | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2007 | Clarcor | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2007 | CenturyTel | Include sexual orientation in non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2007 | Applied Materials | Report on vendor standards, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2007 | 3M | Report on political contributions, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2008 | Wells Fargo | Advisory vote on executive compensation | Lead Filed | 30% support | Governance |
2008 | Waters | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2008 | UPS | Report on political contributions, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2008 | UnitedHealth Care | Advisory vote on executive compensation | Lead Filed | 42% support | Governance |
2008 | Texas Instruments | Report on political contributions, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2008 | T. Rowe Price | Report on investment policies addressing human rights, with focus on Sudan | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2008 | Sigma-Aldrich | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2008 | Praxair | Report on political contributions, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2008 | Parkway Properties | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2008 | Leggett & Platt | Include sexual orientation in non-discrimination policy | Lead Filed | 31% support | Equality and Human Rights |
2008 | IBM | Advisory vote on executive compensation | Co-Filed | 44% support | Governance |
2008 | Hain Celestial Group | Advisory vote on executive compensation | Lead Filed | 2008 filing for 2009 mtg | Governance |
2008 | Goldman Sachs | Advisory vote on executive compensation | Lead Filed | 46% support | Governance |
2008 | General Mills | Report on vendor standards, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2008 | General Electric | Advisory vote on executive compensation | Lead Filed | 40% support | Governance |
2008 | Exxon Mobil | Adopt and report on quantitative goals for reducing greenhouse gas emissions | Co-Filed | 31% support | Environment/Climate Change |
2008 | Expeditors International | Include sexual orientation in non-discrimination policy | Co-Filed | 52% support | Equality and Human Rights |
2008 | Dover | Issue comprehensive sustainability report | Lead Filed | 40% support | Governance |
2008 | Dentsply | Issue comprehensive sustainability report | Lead Filed | 36% support | Governance |
2008 | Commercial Metals | Include sexual orientation in non-discrimination policy | Lead Filed | No formal vote received | Equality and Human Rights |
2008 | Adobe | Report on political contributions, policies and practices | Lead Filed | Withdrawn with agreement | Governance |
2009 | Walt Disney | Advisory vote on executive compensation | Lead Filed | 42% support | Governance |
2009 | United Natural Foods | Develop a vendor code of conduct that includes agricultural suppliers | Lead Filed | Withdrawn with agreement | Governance |
2009 | Stryker | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2009 | State Street | Adopt goals for U.S. beverage container recovery and recycling | Lead Filed | Omitted by SEC | Environment/Climate Change |
2009 | St. Jude Medical | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2009 | South Jersey Industries | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2009 | Procter & Gamble | Advisory vote on executive compensation | Lead Filed | 46% support | Governance |
2009 | PepsiCo | Adopt goals for U.S. beverage container recovery and recycling | Co-Lead | 9% support | Environment/Climate Change |
2009 | Microsoft | Advisory vote on executive compensation | Co-Lead | Withdrawn with agreement | Governance |
2009 | Middlby | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2009 | Kadant | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2009 | Intel | Advisory vote on executive compensation | Lead Filed | Withdrawn with agreement | Governance |
2009 | IBM | Advisory vote on executive compensation | Co-Filed | 44% support | Governance |
2009 | Hewlett-Packard | Advisory vote on executive compensation | Co-Lead | Withdrawn with agreement | Governance |
2009 | Hain Celestial Group | Advisory vote on executive compensation | Lead Filed | 62% support | Governance |
2009 | Goldman Sachs | Advisory vote on executive compensation | Co-Lead w/ Client | Withdrawn with agreement | Governance |
2009 | General Mills | Advisory vote on executive compensation | Lead Filed | 51% support | Governance |
2009 | General Electric | Advisory vote on executive compensation | Co-Filed | 43% support | Governance |
2009 | Exxon Mobil | Adopt and report on quantitative goals for reducing greenhouse gas emissions | Co-Filed | 29% support | Environment/Climate Change |
2009 | Dionex | Adopt inclusive non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2009 | Diamond Foods | Develop a vendor code of conduct that includes agricultural suppliers | Lead Filed | Withdrawn with agreement | Governance |
2009 | Dentsply | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2009 | ConocoPhillips | Environmental impact of oil sands development | Co-Filed | 31% support | Environment/Climate Change |
2009 | Commercial Metals | Adopt inclusive non-discrimination policy | Co-Lead w/ Client | 44% support | Equality and Human Rights |
2009 | Cisco Systems | Freedom of association – human rights and the Internet | Co-Filed | 34% support | Equality and Human Rights |
2010 | Watts Water Technologies | Takes steps to increase board diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2010 | Walt Disney | Provide advisory vote on executive compensation | Lead Filed | 51% support | Governance |
2010 | Time Warner Cable | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2010 | Team | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2010 | State Street | Adopt policy requiring an independent board chair | Lead Filed | 17% support | Governance |
2010 | St. Jude Medical | Issue comprehensive sustainability report | Lead Filed | 43% support | Governance |
2010 | Procter & Gamble | Provide advisory vote on executive compensation | Lead Filed | Withdrawn with agreement | Governance |
2010 | PepsiCo | Adopt quantitative goals for U.S. beverage container recovery and recycling | Co-Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2010 | Layne Christensen | Issue comprehensive sustainability report | Lead Filed | 60% support | Governance |
2010 | Johnson & Johnson | Provide advisory vote on executive compensation | Lead Filed | 48% support | Governance |
2010 | IBM Corporation | Provide advisory vote on executive compensation | Co-Filed | 45% support | Governance |
2010 | Gentex | Issue comprehensive sustainability report | Lead Filed | 33% support | Governance |
2010 | Exxon Mobil | Adopt and report on quantitative goals to reduce greenhouse gas emissions | Co-Filed | 27% support | Environment/Climate Change |
2010 | Expeditors International | Take steps to increase board diversity | Co-Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2010 | Credo Petroleum | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2010 | ConocoPhillips | Report on environmental impact of oil sands development | Co-Filed | 27% support | Environment/Climate Change |
2010 | Colgate-Palmolive | Provide advisory vote on executive compensation | Co-Lead Filed | Withdrawn with agreement | Governance |
2010 | Cisco Systems | Assess steps to prevent human rights violations associated with internet use | Co-Filed | 34% support | Equality and Human Rights |
2010 | C.R. Bard | Issue comprehensive sustainability report | Lead Filed | 32% support | Governance |
2010 | Baldor Electric | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2010 | AT&T | Report on political spending policies, procedures and practices | Co-Filed | Withdrawn due to late filing | Governance |
2011 | Varian Medical | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2011 | Target | Report on political spending and trade association memberships | Co-Lead Filed | Withdrawn with agreement | Governance |
2011 | Sysco | Evaluate and report on water risk in supply chain | Co-Lead Filed | Environment/Climate Change | |
2011 | State Street | Separate CEO and chair roles | Lead Filed | Withdrawn | Governance |
2011 | St. Jude Medical | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2011 | Southside Bancshares | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2011 | Procter & Gamble | Study feasibility of extended producer responsibility policy | Co-Filed | Governance | |
2011 | Pfizer | Report on political spending and trade association memberships | Co-Lead Filed | Withdrawn with agreement | Governance |
2011 | PepsiCo | Report on political spending and trade association memberships | Lead Filed | 11% support | Governance |
2011 | Nutraceutical | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2011 | Layne Christensen | Issue comprehensive sustainability report | Lead Filed | 93% support | Governance |
2011 | JP Morgan Chase | Improve loan modification policies and oversight | Co-Filed | 6% support | Governance |
2011 | IBM | Report on political spending and trade association memberships | Lead Filed | 2% support | Governance |
2011 | Hewlett-Packard | Separate CEO and chair roles | Co-Lead Filed | Withdrawn | Governance |
2011 | Gentex | Issue comprehensive sustainability report | Lead Filed | 38% support | Governance |
2011 | General Mills | Study feasibility of extended producer responsibility policy | Co-Filed | Governance | |
2011 | Exxon Mobil | Adopt quantitative goals to reduce greenhouse gas emissions | Co-Filed | 27% support | Environment/Climate Change |
2011 | Emerson Electric | Issue comprehensive sustainability report | Lead Filed | 34% support | Governance |
2011 | eHealth | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2011 | ConocoPhillips | Report on environmental impact of oil sands development | Co-Filed | 28% support | Environment/Climate Change |
2011 | Cisco Systems | Assess steps to prevent human rights violations associated with internet use | Co-Filed | Equality and Human Rights | |
2011 | C. R. Bard | Issue comprehensive sustainability report | Lead Filed | 28% support | Governance |
2011 | Ambassadors Group | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2011 | 3M | Report on political spending and trade association memberships | Co-Lead Filed | 36% support | Governance |
2012 | UPS | Improve disclosure of lobbying and trade association memberships | Lead Filed | 17% support | Governance |
2012 | Target | Improve disclosure of lobbying and trade association memberships | Co-Lead Filed | Withdrawn with agreement | Governance |
2012 | Sysco | Evaluate and report on water risk in supply chain | Co-Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2012 | State Street | Report on political spending policies, processes and oversight | Co-Filed | Withdrawn with agreement | Governance |
2012 | Qualcomm | Evaluate and report on water risk in supply chain | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2012 | PepsiCo | Review trade association memberships and political spending policies | Lead Filed | Withdrawn | Governance |
2012 | Oracle | Increase transparency by encouraging suppliers to issue sustainability reports | Co-Filed | Governance | |
2012 | Meridian Bioscience | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2012 | LKQ Corp. | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2012 | Johnson & Johnson | Improve disclosure of lobbying and trade association memberships | Lead Filed | Withdrawn with agreement | Governance |
2012 | JP Morgan Chase | Improve loan modification policies and oversight | Co-Filed | Withdrawn | Governance |
2012 | JP Morgan Chase | Improve disclosure of lobbying and trade association memberships | Lead Filed | SEC omitted | Governance |
2012 | IBM | Review trade association memberships and political spending policies | Lead Filed | 10% support | Governance |
2012 | Gentex | Issue comprehensive sustainability report | Lead Filed | 32% support | Governance |
2012 | Exxon Mobil | Adopt quantitative goals to reduce greenhouse gas emissions | Co-Filed | 27% support | Environment/Climate Change |
2012 | Emerson Electric | Issue comprehensive sustainability report | Lead Filed | 35% support | Governance |
2012 | Devon Energy | Improve disclosure of lobbying and trade association memberships | Lead Filed | 31% support | Governance |
2012 | Deere & Co. | Report on political spending policies, processes and oversight | Lead Filed | Challenged/Withdrawn | Governance |
2012 | C. R. Bard | Issue comprehensive sustainability report | Lead Filed | 30% support | Governance |
2012 | ConocoPhillips | Improve disclosure of lobbying and trade association memberships | Lead Filed | 25% support | Governance |
2012 | Cisco Systems | Increase transparency by encouraging suppliers to issue sustainability reports | Co-Filed | Governance | |
2012 | Accenture | Review trade association memberships and political spending policies | Lead Filed | Withdrawn with agreement | Governance |
2012 | 3M | Improve disclosure of lobbying and trade association memberships | Lead Filed | 39% support | Governance |
2013 | Westinghouse Air Brake | Issue sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2013 | UPS | Improve disclosure of lobbying and trade association memberships | Lead Filed | 12% support | Governance |
2013 | Time Warner Cable | Improve disclosure of lobbying and trade association memberships | Lead Filed | 15% support | Governance |
2013 | Stryker | Adopt comprehensive GHG emissions management plan | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2013 | Simpson Manufacturing | Issue sustainability report | Lead Filed | 33% support | Governance |
2013 | PNC Financial | Assess GHG emissions in lending portfolio and exposure to climate change risk | Co-Filed | 23% support | Environment/Climate Change |
2013 | PepsiCo | Review trade association memberships and political spending policies | Co-Filed | Withdrawn with agreement | Governance |
2013 | Nike | Increase transparency by encouraging suppliers to issue sustainability reports | Co-Filed | Withdrawn with agreement | Governance |
2013 | NetApp | Take steps to increase board diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2013 | Men’s Wearhouse | Issue sustainability report | Co-Filed | 34% support | Governance |
2013 | JP Morgan Chase | Improve disclosure of lobbying and trade association memberships | Co-Filed | 11% support | Governance |
2013 | j2 Global | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2013 | IBM | Review trade association memberships and political spending policies | Co-Filed | 24.5% support | Governance |
2013 | Gentex | Issue comprehensive sustainability report | Lead Filed | 36% support | Governance |
2013 | Exxon Mobil | Adopt quantitative goals to reduce greenhouse gas emissions | Co-Filed | 27% support | Environment/Climate Change |
2013 | Emerson Electric | Issue comprehensive sustainability report | Lead Filed | 38% support | Governance |
2013 | East West Bancorp | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2013 | Devon Energy | Improve disclosure of lobbying and trade association memberships | Lead Filed | 23% support | Governance |
2013 | C. R. Bard | Issue comprehensive sustainability report | Lead Filed | 35% support | Governance |
2013 | ConocoPhillips | Improve disclosure of lobbying and trade association memberships | Lead Filed | 26% support | Governance |
2013 | Coherent | Issue sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2013 | Accenture | Improve disclosure of lobbying and trade association memberships | Lead Filed | 31% support | Governance |
2013 | 3M | Improve disclosure of lobbying and trade association memberships | Lead Filed | Withdrawn with agreement | Governance |
2014 | Wolverine Worldwide | Issue comprehensive sustainability report including supply chain disclosure | Lead Filed | Withdrawn with agreement | Governance |
2014 | UPS | Improve disclosure of lobbying and trade association memberships | Lead Filed | 17% support | Governance |
2014 | Time Warner Cable | Improve disclosure of lobbying and trade association memberships | Lead Filed | 33% support | Governance |
2014 | Simpson Manufacturing | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2014 | RPC, Inc. | Issue comprehensive sustainability report | Lead Filed | 9% support | Governance |
2014 | Ross Stores | Amend EEO policies to include sexual orientation and gender identity | Co-Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2014 | Procter & Gamble | Encourage the use of recyclable materials in produce packaging | Co-Filed | 25% support | Environment/Climate Change |
2014 | PNC Financial Services | Assess GHG emissions in lending portfolio and exposure to climate change risk | Co-Filed | 23% support | Environment/Climate Change |
2014 | O’Reilly Automotive | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2014 | Mettler-Toledo | Adopt science-based greenhouse gas reduction targets | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2014 | Lincoln Electric Holdings | Adopt science-based greenhouse gas reduction targets | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2014 | JP Morgan Chase | Improve disclosure of lobbying and trade association memberships | Co-Filed | 8% support | Governance |
2014 | IBM | Improve disclosure of lobbying and trade association memberships | Co-Filed | 24% support | Governance |
2014 | Improve disclosure of lobbying and trade association memberships | Lead Filed | 9% support | Governance | |
2014 | Gentex | Issue comprehensive sustainability report | Co-Lead Filed | Withdrawn with agreement | Governance |
2014 | General Mills | Encourage the use of recyclable materials in produce packaging | Co-Filed | 6% support | Environment/Climate Change |
2014 | ESCO Technologies | Issue comprehensive sustainability report | Lead Filed | 24% support | Governance |
2014 | Energen | Reduce fugitive methane emissions | Co-Filed | 27% support | Environment/Climate Change |
2014 | Emerson Electric | Issue comprehensive sustainability report | Lead Filed | 38% support | Governance |
2014 | Denbury Resources | Adopt science-based greenhouse gas reduction targets | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2014 | ConocoPhillips | Improve disclosure of lobbying and trade association memberships | Lead Filed | 25% support | Governance |
2014 | CLARCOR | Issue comprehensive sustainability report | Lead Filed | 40% support | Governance |
2014 | Cincinnati Financial | Issue comprehensive sustainability report | Co-Filed | Withdrawn with agreement | Governance |
2014 | Cabot Oil & Gas | Adopt science-based greenhouse gas reduction targets | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2014 | C.R. Bard | Issue comprehensive sustainability report | Lead Filed | 38% support | Governance |
2014 | Advanced Auto Parts | Adopt science-based greenhouse gas reduction targets | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2014 | Accenture | Improve disclosure of lobbying and trade association memberships | Lead Filed | Withdrawn with agreement | Governance |
2015 | United Parcel Services | Improve disclosure of lobbying and trade association memberships | Lead Filed | 16% support | Governance |
2015 | Time Warner Cable | Improve disclosure of lobbying and trade association memberships | Lead Filed | 28% support | Governance |
2015 | Sysco | Adopt sustainable palm oil sourcing policies and practices | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2015 | Syntel | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2015 | Silgan Holdings | Take steps to increase board diversity | Lead Filed | Withdrawn on a technicality | Equality and Human Rights |
2015 | RPC, Inc. | Issue comprehensive sustainability report | Lead Filed | 7% support | Governance |
2015 | Qualcomm | Adopt science-based greenhouse gas reduction targets | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2015 | Phillips 66 | Adopt quantitative goals to reduce greenhouse gas emissions | Co-Filed | 28% support | Environment/Climate Change |
2015 | Oracle | Amend vote counting procedures for shareholder proposals | Co-Filed | 10% support | Governance |
2015 | Omnicom Group | Public disclosure of equal employment opportunity | Co-Filed | 28% support | Equality and Human Rights |
2015 | JP Morgan Chase | Improve disclosure of lobbying and trade association memberships | Co-Filed | 7% support | Governance |
2015 | International Flavors and Fragrances | Adopt sustainable palm oil sourcing policies and practices | Co-Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2015 | IDEX | Amend EEO policies to include sexual orientation and gender identity | Co-Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2015 | IBM | Improve disclosure of lobbying and trade association memberships | Lead Filed | 22% support | Governance |
2015 | Improve disclosure of lobbying and trade association memberships | Lead Filed | 10% support | Governance | |
2015 | First NBC Bank Holding Co. | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2015 | Exxon Mobil | Adopt quantitative goals to reduce greenhouse gas emissions | Co-Filed | 9% support | Environment/Climate Change |
2015 | Express Scripts | Improve disclosure of lobbying and trade association memberships | Lead Filed | Withdrawn on a technicality | Governance |
2015 | Expeditors International | Amend EEO policies to include gender identity | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2015 | ESCO Technologies | Issue comprehensive sustainability report | Lead Filed | 28% support | Governance |
2015 | Emerson Electric | Issue comprehensive sustainability report | Lead Filed | 39% support | Governance |
2015 | Cullen/Frost Bankers | Amend EEO policies to include sexual orientation and gender identity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2015 | Costco | Adopt science-based greenhouse gas reduction targets | Co-Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2015 | ConocoPhillips | Improve disclosure of lobbying and trade association memberships | Lead Filed | 27% support | Governance |
2015 | Commercial Metals | Issue comprehensive sustainability report | Lead Filed | 46% support | Governance |
2015 | Cohen & Steers | Take steps to increase board diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2015 | CLARCOR | Issue comprehensive sustainability report | Lead Filed | 45% support | Governance |
2015 | Chevron | Adopt quantitative goals to reduce greenhouse gas emissions | Co-Filed | 9% support | Environment/Climate Change |
2015 | C.R. Bard | Issue comprehensive sustainability report | Lead Filed | 35% support | Governance |
2015 | BB&T | Issue comprehensive sustainability report | Lead Filed | Withdrawn with agreement | Governance |
2015 | AT&T | Report on political spending policies, processes and oversight | Co-Filed | 26% support | Governance |
2015 | Amgen | Amend vote counting procedures for shareholder proposals | Co-Filed | 6% support | Governance |
2015 | American Express | Improve disclosure of lobbying and trade association memberships | Co-Lead Filed | 22% support | Governance |
2016 | Walt Disney | Improve disclosure of lobbying and trade association memberships | Co-Filed | 32% support | Governance |
2016 | United Parcel Service | Improve disclosure of lobbying and trade association memberships | Lead Filed | 23% support | Governance |
2016 | Time Warner Cable | Improve disclosure of lobbying and trade association memberships | Lead Filed | Withdrawn due to merger | Governance |
2016 | T. Rowe Price | Proxy voting policies on Environmental and Social resolutions | Co-Filed | 9% support | Governance |
2016 | PPG Industries | Incorporate ESG metrics into performance assessments of senior management – with a focus specifically on the use of lead in some products | Co-Filed | Withdrawn with agreement | Governance |
2016 | Omnicom | Disclose workforce diversity data | Co-Filed | 29% support | Equality and Human Rights |
2016 | Johnson & Johnson | Establish policies for safe disposal of prescription drugs and drug take-back programs | Co-Filed | 7% support | Health |
2016 | IBM | Improve disclosure of lobbying and trade association memberships | Lead Filed | 25% support | Governance |
2016 | Hubbell | Adopt Energy Efficiency goals | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2016 | Flower Foods | Address water-related risks in direct operations and agriculture supply chains | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2016 | Exxon Mobil | Improve disclosure of lobbying and trade association memberships | Co-Filed | 26% support | Governance |
2016 | Express Scripts | Adopt policy requiring an independent board chair | Co-Filed | 46% support | Governance |
2016 | ESCO Technologies | Issue comprehensive sustainability report | Lead Filed | 44% support | Governance |
2016 | Emerson Electric | Adopt quantitative, science-based goals to reduce greenhouse gas emissions | Lead Filed | 37% support | Environment/Climate Change |
2016 | Discovery Communications | Take steps to increase board diversity | Co-Filed | 18% support | Equality and Human Rights |
2016 | Conoco Phillips | Improve disclosure of lobbying and trade association memberships | Lead Filed | 25% support | Governance |
2016 | ConocoPhillips | Issue Carbon Asset Risk disclosure | Lead Filed | Withdrawn with agreement | Environment/Climate Change |
2016 | CLARCOR | Issue comprehensive sustainability report | Lead Filed | 61% support | Governance |
2016 | Cabot Oil & Gas | Take steps to improve board diversity | Co-Filed | Withdrawn with agreement | Equality and Human Rights |
2016 | AT&T | Improve disclosure of lobbying and trade association memberships | Lead Filed | 34% support | Governance |
2016 | Amgen | Amend vote counting procedures for shareholder proposals | Co-Filed | 7% support | Governance |
2016 | American Express | Improve disclosure of lobbying and trade association memberships | Lead Filed | Withdrawn with agreement | Governance |
2016 | Alphabet | Improve disclosure of lobbying and trade association memberships | Lead Filed | 12% support | Governance |
2016 | Abbott Laboratories | Adopt policy requiring independent board chair | Lead Filed | Withdrawn with agreement | Governance |
2017 | Wells Fargo | Report on improvements in risk management and controls | Co-Filed | 22% support | Governance |
2017 | Vanguard | Proxy voting policies on Environmental and Social resolutions | Lead Filed | Withdrawn with agreement | Governance |
2017 | United Parcel Services | Improve disclosure of lobbying and trade association memberships | Lead Filed | 20% support | Governance |
2017 | T. Rowe Price | Proxy voting policies on Environmental and Social Resolutions | Co-Filed | 9% support | Governance |
2017 | Omnicom Group | Disclose workforce diversity data | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2017 | Oceaneering International | Issue comprehensive Sustainability Report | Lead Filed | Withdrawn with agreement | Governance |
2017 | Nordson | Issue comprehensive Sustainability Report | Lead Filed | Withdrawn with agreement | Governance |
2017 | NETGEAR | Adopt inclusive non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2017 | JP Morgan | Proxy voting policies on Environmental and Social resolutions | Lead Filed | Withdrawn with agreement | Governance |
2017 | Johnson & Johnson | Adopt policies for safe disposal of prescription drugs and drug take-back programs | Co-Filed | SEC omitted | Health |
2017 | IBM | Improve disclosure of lobbying and trade association memberships | Lead Filed | 27% support | Governance |
2017 | Hub Group | Take steps to improve board diversity | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2017 | ExxonMobil | Improve disclosure of lobbying and trade association memberships | Co-Filed | 28% support | Governance |
2017 | Express Scripts | Adopt policy requiring an independent board chair | Co-Filed | 47% support | Governance |
2017 | Emerson Electric | Adopt quantitative, science-based goals to reduce greenhouse gas emissions | Lead Filed | 34% support | Environment/Climate Change |
2017 | Costco Wholesale | Report on efforts to reduce and manage food waste | Co-Filed | Withdrawn with agreement | Environment/Climate Change |
2017 | ConocoPhilips | Improve disclosure of lobbying and trade association memberships | Lead Filed | 24% support | Governance |
2017 | Comcast | Improve disclosure of lobbying and trade association memberships | Co-Filed | 17% support | Governance |
2017 | CATO | Adopt inclusive non-discrimination policy | Lead Filed | SEC omitted | Equality and Human Rights |
2017 | Brown & Brown | Adopt inclusive non-discrimination policy | Lead Filed | Withdrawn with agreement | Equality and Human Rights |
2017 | AT&T | Improve disclosure of lobbying and trade association memberships | Lead Filed | 35% support | Governance |
2017 | Amgen | Amend vote counting procedures for shareholder proposals | Co-Filed | 6% support | Governance |
2017 | American Express | Address wage gap between male and female employees | Co-Filed | 12% support | Equality and Human Rights |
2017 | Alphabet | Improve disclosure of lobbying and trade association memberships | Lead Filed | 13% support | Governance |
2018 | Williams-Sonoma | Report on efforts to ensure responsible labor recruitment within the supply chain | Co-Filed | Agreement reached | Equality and Human Rights |
2018 | Wells Fargo | Report on plans to address business ethics concerns | Co-Filed | Agreement reached | Governance |
2018 | UPS | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Lead Filed | 20% support | Governance |
2018 | Tootsie Roll | Issue a report describing the company’s policies, performance, and improvement targets related to key ESG risks and opportunities | Lead Filed | 3% support | Governance |
2018 | T. Rowe Price | Review and report on proxy voting policies and practices | Co-Filed | Challenged/Withdrawn | Governance |
2018 | SunTrust Bank | Report a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | Oracle | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Co-Filed | 28% support | Governance |
2018 | Natural Gas Services | Issue a report describing the company’s policies, performance, and improvement targets related to key ESG risks and opportunities | Lead Filed | Agreement reached | Governance |
2018 | Morningstar | Report a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | Johnson & Johnson | Adopt policy that require the Chair of the Board to be an independent member of the board | Co-Filed | Agreement reached | Governance |
2018 | IPG Photonics | Amend non-discrimination policy to include sexual orientation and gender identity | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | IBM | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Lead Filed | 33% support | Governance |
2018 | ExxonMobil | Assess impacts to business from transitioning to a “2 degree” climate change target | Co-Filed | Agreement reached | Environment/Climate Change |
2018 | ExxonMobil | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Co-Filed | 26% support | Governance |
2018 | Express Scripts | Adopt policy that require the Chair of the Board to be an independent member of the board | Co-Filed | Challenged/Witahdrawn | Governance |
2018 | The Ensign Group | Amend non-discrimination policy to include sexual orientation and gender identity | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | Emerson Electric | Adopt time-bound, quantitative, company-wide goals for reducing total greenhouse gas emissions | Lead Filed | 40% support | Environment/Climate Change |
2018 | Dollar General | Report a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | Discover Financial | Report a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categories | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | CorVel | Amend non-discrimination policy to include sexual orientation and gender identity | Lead Filed | Challenged/Withdrawn | Equality and Human Rights |
2018 | ConocoPhillips | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Lead Filed | Agreement reached | Governance |
2018 | Comcast | Assess feasibility of setting company-wide goals for increasing energy efficiency and use of renewable energy | Lead Filed | Challenged/Withdrawn | Environment/Climate Change |
2018 | Cohen & Steers | Review and report on proxy voting policies and practices | Lead Filed | Agreement reached | Governance |
2018 | Chevron | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Co-Filed | 32% support | Governance |
2018 | Chemed | Amend non-discrimination policy to include sexual orientation and gender identity | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | Cato | Amend non-discrimination policy to include sexual orientation and gender identity | Lead Filed | Challenged/Lost at SEC | Equality and Human Rights |
2018 | Brinker International | Issue a report describing the company’s policies, performance, and improvement targets related to key ESG risks and opportunities | Lead Filed | Agreement reached | Governance |
2018 | AT&T | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Lead Filed | 34% support | Governance |
2018 | Anika Therapeutics | Report on steps the company is taking to improve board diversity | Lead Filed | Agreement reached | Equality and Human Rights |
2018 | American Express | Report on policies and goals to reduce the gender pay gap | Co-Filed | Agreement reached | Equality and Human Rights |
2018 | Alphabet | Report on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policy | Lead Filed | 9% support | Governance |