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Impact Investing Resources

In this section

As an investment firm with nearly five decades of impact investing experience, we believe in the value of transparency and public disclosure, and strive to help define best practices.

Please find below reports and records on our active ownership initiatives as well as relevant impact investing news.

Boston Trust Walden Reports

Month/YearTypeTitle
09/2018ESG Impact ReportsQuarterly Impact Report - September 30, 2018
12/2018ESG Impact ReportsAnnual Impact Report 2018
12/2017ESG Impact ReportsAnnual Impact Report 2017
12/2016ESG Impact ReportsAnnual Impact Report 2016
02/2019DisclosuresTask Force on Climate-related Financial Disclosure (TCFD) Response
02/2019DisclosuresBoston Trust Walden Proxy Voting Guidelines
03/2019DisclosuresBoston Trust Walden Response to PRI Questionnaire (Transparency Report)
02/2019Case Studies and Other PublicationsScience-based Greenhouse Gas (GHG) Emissions Targets
06/2018Case Studies and Other PublicationsEngaging Asset Managers on Active Ownership
12/2017Case Studies and Other PublicationsThe SDGs: Walden’s Framework for Incorporation and Advancement
09/2017Case Studies and Other PublicationsElectric Slide – Transitioning to a Low-Carbon Future
06/2019ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2019
06/2018ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2018
03/2019ESG Impact ReportsQuarterly ESG Impact Report - March 31, 2019
03/2018ESG Impact ReportsQuarterly ESG Impact Report - March 31, 2018
10/2019ESG Impact ReportsQuarterly ESG Impact Report - September 30, 2019
12/2019ESG Impact ReportsAnnual Impact Report 2019
03/2020ESG Impact ReportsQuarterly ESG Impact Report - March 31, 2020
03/2021DisclosuresProxy Voting Guidelines
02/2020DisclosuresBoston Trust Walden Proxy Voting Guidelines
05/2020DisclosuresBoston Trust Walden Response to Task Force on Climate-related Financial Disclosure (TCFD)
03/2020Disclosures2020 PRI Transparency Report
07/2020ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2020
08/2020Disclosures2020 PRI Assessment Report for Boston Trust Walden
09/2020ESG Impact ReportsQuarterly ESG Impact Report - September 30, 2020
02/2021ESG Impact ReportsAnnual ESG Impact Report (2020)
03/2021DisclosuresOur Position on Climate Risk
04/2021ESG Impact ReportsQuarterly ESG Impact Report - March 31, 2021
02/2021Blog PostClimate Optimism
07/2020Blog PostReflections on the 2020 Proxy Voting Season
06/2020Blog PostA Victory for LGBTQ Rights – and a Reminder of the Road Ahead
11/2019Blog PostSustainability Ratings: A Word of Caution
06/2020Blog PostOur CEOs share their thoughts on racism and social injustice
03/2021DisclosuresTask Force on Climate-related Financial Disclosure (TCFD) 2020
07/2021ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2021
10/2021ESG Impact ReportsQuarterly ESG Impact Report - September 30, 2021
11/2021DisclosuresMeasuring Carbon Impact
11/2021Blog PostESG Integration in Practice: Climate Risk 
01/2022ESG Impact ReportsQuarterly ESG Impact Report - December 31, 2021
02/2022DisclosuresProxy Voting Guidelines
03/2022ESG Impact ReportsAnnual ESG Impact Report (2021)
05/2023DisclosuresPolicy on Coal and Other Fossil Fuel Investments
07/2022ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2022
10/2022ESG Impact ReportsQuarterly ESG Impact Report - September 30, 2022
06/2022DisclosuresBTW Task Force on Climate-related Financial Disclosure (TCFD) 2021
06/2022DisclosuresNet Zero Asset Managers Initiative
02/2023DisclosuresBoston Trust Walden Proxy Voting Guidelines
12/2022DisclosuresClimate Risk and Investment Decision-Making (TCFD) Report 2022
01/2023ESG Impact ReportsQuarterly ESG Impact Report - December 31, 2022
03/2023ESG Impact ReportsAnnual ESG Impact Report (2022)
03/2024DisclosuresMeasuring the Impact of Company Engagement
04/2023ESG Impact ReportsQuarterly ESG Impact Report - March 31, 2023
07/2023ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2023 (Proxy Season)
08/2023DisclosuresPrincipled Investing and Climate Risk Report Aug 2023
10/2023ESG Impact ReportsQuarterly ESG Impact Report - September 30, 2023
03/2024ESG Impact ReportsAnnual ESG Impact Report (2023)
10/2024ESG Impact ReportPrincipled Investing and Climate Risk Report Oct 2024
10/2024ESG Impact ReportsQuarterly ESG Impact Report - September 30, 2024
07/2024ESG Impact ReportsQuarterly ESG Impact Report - June 30, 2024
01/2024ESG Impact ReportsQuarterly ESG Impact Report - December 31, 2023

Engagement News and Investor Initiatives

Month/YearNews Description
07/2019Walden Calls for Support for LGBT Resolution at CorVel
06/2019Walden Breakthrough with SEC on LGBTQ Workplace Equality
04/2019New York State Releases Recommendations from Decarbonization Advisory Panel
02/2019Investor Statement Presses Companies for Disclosure of Lobbying in 2019
11/2018Letter to SEC on Rule 14a-8 on Proxy Process in Advance of November 15 SEC Roundtable
08/2018Investor Statement Urges Companies on National Association of Manufacturers Board to Oppose Its Attacks on Shareholders
10/2018Walden Joins GISC to Address Global Poverty
03/2018Walden & ConocoPhillips Agree to Expansion of Lobbying Disclosure
03/2018Announcement of 2018 Lobbying Disclosure Resolutions
03/2018Tim Smith appointed to New York State’s new Decarbonization Advisory Panel
01/2018Letter to SEC on Disclosure of Payments by Resource Extraction Issuers
11/2017Investors to Congress: Bipartisan Dream Act is Both a Business and Moral Imperative
10/2017Boston Trust and Walden sign Stockholm Declaration in support of the Sustainable Development Goals (SDGs)
08/2017Agreement Reached: Walden Withdraws Shareholder Resolution at Vanguard on Proxy Voting
07/2017Walden’s Letter to the Business Roundtable on the CHOICE Act
09/2019200 Investors Call on US Companies to Align Climate Lobbying with Paris Agreement
10/2019State Treasurers, NYC Comptroller, & Private Institutional Investors Launch Northeast Investors' Diversity Initiative
01/2020Letter to SEC on Rule 14a-8 on Shareholder Resolution and Proxy Process
03/2020Employer Support for Regional Proposal for Clean Transportation
03/2020Investor Statement on Coronavirus Response
07/2020115 Companies Appointed a Woman to their Board for the First Time, Setting a Record for the Thirty Percent Coalition’s “Adopt a Company” Campaign
07/2020Investor Statement in Support of of Strong Existing Source Methane Emissions Regulations in Pennsylvania
07/2020Letter to U.S. Financial Regulators Urging Action on Climate
07/2020Letter to DOL responding to the proposed rule on Financial Factors in Selecting Plan Investments
10/2020Letter to DOL urging it to withdraw flawed rule that would weaken proxy voting and shareholder rights
11/2020Investor Statement on Disability Inclusion
11/2020Business Support for Science-Based Climate Policy
12/2020Letter to SEC on Board Diversity
12/2020Letter to IFRS Foundation on Sustainability Standards
06/2020Letter to SEC on COVID-19 Disclosure
12/2020Investor Statement in Support of Ending Subminimum Wage
04/2021Investors seek greater climate action in 2021 Proxy Season
04/2021Letter to Biden Administration asking the US to establish a strong 2030 emissions reduction target
01/2021FAIRR Working Conditions
01/2021Investor Letter to Gov. Baker on MA Climate Legislation
11/2020Investor Statement Urging NM to Strengthen Draft Ozone and Methane Rules
09/2020Investor Support of MA Study on the Future of Natural Gas
04/2021Biden 2030 GHG We Mean Business
04/2021Pebble Mine Investor Letter
12/2020America is All In on Climate Change - Letter to the Biden Administration
03/2021ATMF Investor Statement G7
04/2021Bangladesh Investor Statement
04/2021Investor statement to the Biden Administration requesting stronger methane regulations in the oil & gas industry
06/2021Statement of Support of Investor Action to Overturn SEC Rule Revision that Curtails Shareholder Rights
06/2021Shareholders approve a climate lobbying proposal at Delta (Ceres)
06/2021Letter to SEC on Climate Disclosure
03/2021ATMF Investor Statement G7 G20
05/2021Investors call for ambitious methane regulation for the oil and gas industry
06/20212021 Investor Statement on Corporate Accountability for Digital Rights
07/2021Thirty Percent Coalition: Over 500 Companies Engaged by the Thirty Percent Coalition Since 2012 Named a Woman to Their Boards; Investors Call for Expanded Disclosure of Corporate Board Diversity
07/2021Business Letter to Congress in Support of Voting Rights 
08/2021Business Support Letter for a Federal Clean Electricity Standard
09/2021Investor Letter on Permanent Federal Paid Family and Medical Leave
09/20212021 Global Investor Statement to Governments on the Climate Crisis
11/2021"Where's the beef?" investor statement
11/2021Investor Signatory Letter to the SEC Requesting Mandatory EEO-1 Disclosure
11/2021Call for Ambitious Methane Regulation for the Oil and Gas Industry
11/2021SEC Rider Letter - November 2021
12/2021Proposed DOL rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
01/2022Investor letter supporting California Senate Bill 449 regarding mandatory TCFD disclosure for companies
02/2022Amicus brief supporting the SEC's decision to approve board diversity disclosure rules for companies listed on Nasdaq
05/2022Northeast Investors’ Diversity Initiative reaches agreements with three companies to consider diversity on board appointments
05/2022Leading global investors commend direction of IFRS Sustainability Exposure Drafts
06/2022Our Commitment to the Net Zero Asset Managers Initiative
06/2022Comment Letter to SEC on Climate Disclosure
07/2022Comment on IFRS Sustainability Disclosure Standards, General Requirements Exposure
07/2022Comment on IFRS Sustainability Disclosure Standards, Climate Exposure
08/2022Comment on SEC Proposed ESG Disclosure Rules
08/2022BTW Response to CDP Climate Questionnaire
09/2022PRI Call for Alignment of Regulatory and Standard Setting Efforts around Sustainability Disclosure
09/2022Comment Letter on SEC Amendments to Rule 14a-8 Governing Shareholder Resolution Inclusion in Proxy Statements
06/2023Boston Trust Walden signs the Human Rights Campaign’s Count Us In pledge
11/2020Statement of Investor Commitment to Support a Just Transition on Climate Change
02/2023Comment on US EPA’s Proposed Methane Regulations for Oil and Gas
03/2023Investors and Businesses Call on Policymakers to Protect the Freedom to Invest Responsibly
04/2023Businesses Support State Adoption of the Advanced Clean Trucks (ACT) Rule
03/2024LEAD on a Clean Economy brings companies and investors to Capitol Hill
12/2023Boston Trust Walden signs Declaration of Support for ISSB’s Climate Standard at COP28
12/2023Boston Trust Walden Letter to SEC on Corporate Board Diversity
07/2022Comment Letter to ISSB on Methane
05/2024BTW signs global investor statement calling on jurisdictions to commit by 2025 to adopting the ISSB standards.
09/2024Boston Trust Walden endorses Investor Statement on Antimicrobial Resistance
09/2024Boston Trust Walden joins investor Amicus Brief supporting the SEC climate disclosure rule

Contributions to Industry Partner Publications

Month/YearOrganizationTitle
03/2024Proxy PreviewSmall Cap Companies have a role to play on Climate
06/2023Principles for Responsible InvestingUnderstanding the Data Needs of Responsible Investors
04/2023UNEP-FIAligning Climate Policy Engagement with Net-Zero Commitments
12/2022ICCRLeading Lobbying Practices to Drive 1.5°C Reduction
03/2022Proxy PreviewPositive Signs on the Road to Board Diversity
03/2022Principles for Responsible InvestingU.S. Signatory Interview Briefing: Human Capital Management
08/2021Climate Action 100+Global Sector Strategies: Recommended Investor Expectations For Food And Beverage
03/2021Proxy PreviewClimate Lobbying: A Critical Way to Address the Climate Crisis
04/2021Carbonfund.orgCarbonfund.org celebrates business partners reaching 15th year of carbon emissions reduction programs
10/2020CeresCeres Roadmap
09/2020US SIFInvesting to Achieve the UN Sustainable Development Goals
10/2020Environmental Defense FundEDF launches new tool to highlight corporate action on climate policy
05/2020Proxy PreviewProxy Voting Power Can Transform Company Climate Action
11/2019PRIHow are experienced practitioners applying ESG integration?
11/2019CFA InstituteAre investment horizons preventing integration of ESG factors?
10/2019MorningstarHow One Asset Manager Tackles ESG
10/2019Investor Rights ForumNew Site Explains Risks to Shareholder Rights
10/2019Global Impact Sourcing CoalitionReducing Poverty through Employment Toolkit
10/2019Principles for Responsible InvestmentEngaging on Corporate Public Policy Lobbying
06/2016Principles for Responsible InvestmentA Practical Guide to ESG Integration for Equity Investing
07/2017Harvard Law School ForumThe Value of the Shareholder Proposal Process
06/2017Principles for Responsible InvestmentThe SDG Investment Case
01/2018GreenBiz10 minutes with Tim Smith, Walden Asset Management
02/2018Principles for Responsible InvestmentA Practical Guide to Active Ownership in Listed Equity
06/2018Principles for Responsible InvestmentConverging on Climate Lobbying: Aligning Corporate Practice with Investor Expectations
03/2019Proxy PreviewChange in Proxy Voting as Major Asset Owners Accept ESG as Part of Fiduciary Duty
01/2022ABN AMRO Investment SolutionsEngagement: A blueprint for SRI leadership (Part 1) - Environmental Challenges
01/2022ABN AMRO Investment SolutionsEngagement: A blueprint for SRI leadership (Part 2) - Social Challenges

In the Press

DateSourceHeadline
02/2024Bloomberg LawAlphabet, Microsoft Pivot From Nasdaq Diversity Reporting Format
01/2023Barron'sThree Boston Trust Walden funds crowd the top 5 in this list of "Best-Performing ESG Funds"
09/2022Asia Food JournalNew ESG frameworks raise the bar on sustainability transparency of meat
09/2022MorningstarThree ESG Firms Leading the Way to a More Sustainable Future
09/2022Green Money JournalReflecting on the ESG Industry’s Strong Foundation and Bright Future
08/2022MarketWatchThis is how fund managers work behind the scenes to influence companies’ environmental and social policies
02/2022Financial TimesThe growing power of shareholder proposals (pdf)
03/2022CeresShareholders Escalate Campaign Pressing Companies to ‘Walk Their Talk’ on Climate Lobbying
03/2022ReutersU.S. ESG shareholder resolutions up 22% to record level for 2022, study finds
02/2022Harvard Crimson‘A Black Hole of Information’: Experts Evaluate Harvard’s Net-Zero Emissions Pledge
02/2022Bloomberg LawS&P 500 Opens Up on Diversity After Floyd as Investors Seek More
09/2021Tribal Business News‘LOUD AND CLEAR’: An Indigenous push for the SEC to include tribal human and land rights in its investor disclosures
08/2021Climate Action 100+Climate Action 100+ Sets New Decarbonisation Expectations For Food And Beverage Industry In Line With Paris Agreement Goals
06/2021Wall Street JournalThe New Math of Socially Responsible Investing
04/2021PoliticoPublic promises, private lobbying
04/2021GreenBizCorporate advocacy on climate causes gets louder
04/2021Impact AlphaStewardship challenge: How to press fundamental change at ExxonMobil?
03/2021ReutersMost companies silent as investor pressure mounts for workforce data
03/2021Pensions & InvestmentsNet Zero asset managers now represent one-third of global assets (paywall)
03/2021E&E NewsMore companies under pressure to disclose climate lobbying (paywall)
02/2021Pensions & InvestmentsMore investors call on companies to pause political spending (paywall)
02/01/2021E&E News

Investors press Disney to reveal more about its lobbying (paywall)
11/2020CNBCShareholders challenge the companies they invest in to promote good in the world
11/2020CQ RollcallInvestors push firms to back Biden climate agenda with lobbying
10/2020ESG TodayInstitutional Investors Call on Major Emitters to Disclose on Climate Lobbying
10/2020PatchState Treasurers Call On Companies To Disclose Diversity Data
10/2020Financial AdvisorMajor Investors Ask Corporations To Honor Paris Climate Accord
10/2020CeresMajor US investors call on largest corporate emitters to disclose how their climate lobbying aligns with climate science
10/2020Northeast Investors' Diversity Initiative Makes Progress in Advancing Corporate Board Diversity
10/2020Business GreenInvestors urge major US polluters to clean up lobbying activities
10/2020MorningstarHow Big Fund Families Voted on Climate Change: 2020 Edition
09/2020Washington PostSmall investors have pushed big companies toward social change. A new SEC rule will limit their influence.
09/2020ReutersBlackRock, JPMorgan climate votes at odds as new rules loom
09/2020Responsible InvestorHow investor-corporate engagement can be beneficial for all concerned (with examples!)
07/2020ReutersWashington Redskins to consider changing name of team
07/2020AdWeekInvestors Ask Nike, FedEx and PepsiCo to End Relationships with the Washington Redskins
06/2020BloombergCalvert CEO to Press Corporates on Racial Data Reporting
01/2020BloombergBlackRock joins investor group campaigning for climate action
03/2020Responsible InvestorBlackRock and JP Morgan spared ESG voting proposals following sustainability pushes
12/2019New York TimesWant a Bigger Say on Corporate Behavior? Move Your Money
12/2019Financial TimesNuns take on BlackRock over climate change
11/2019InfluenceMapAsset Managers and Climate Change: How the sector performs on portfolios, engagement, and resolutions
11/2019BloombergThe Harvard-Yale halftime invasion
10/2019ReutersBiggest U.S. index funds oppose most climate proposals in shareholder votes
09/2019NewsweekS.C. Johnson Joins Coca-Cola and PepsiCo in Ditching Ties to Plastics Industry Association: 'This Trend Will Only Continue'
09/2019Greenpeace USASC Johnson latest company to ditch pro-plastics lobbying group
09/2019MorningstarProxy process opens door to constructive engagement on climate 
02/2014Responsive PhilanthropyBlending Mission, Values, Fiduciary Duty, and Investments
04/2014The Wall Street JournalMore companies bow to investors with a social cause
04/2014The Boston GlobeHarvard takes steps to promote environment
07/2014The BladeIn Ohio, clean energy is a sound investment; by turning its back on renewable energy, Ohio is missing out on the potential for new business
09/2014Institutional InvestorWalden Funds Board Policy Review Triggers Self-Governance Changes
11/2014IR MagazineWhat Investors Look for in CSR Disclosure
11/2014CSRwire.comTracking the Impact of Public Equity Investing – A New Report from Croatan Institute
02/2015Green Money JournalFrom South Africa to Climate Change: 45 Years of Leadership by Faith-Driven Investors
05/2013ReutersWal-Mart improves lobbying disclosure after shareholder push
06/2015The Boston GlobeShareholders oppose Vertex’s big pay deals
10/2015Justmeans.comOn World Food Day, seven food & beverage giants commit to publicly disclose global water risks
02/2016Responsible InvestorThe complex but quietly optimistic ‘big picture’ of shareholder engagement
02/2016The Journal of Environmental InvestingImpact through Shareholder Engagement
03/2017ReutersWalden’s Statement in Response to BlackRock Post on its Website on Climate Change
03/2017ReutersBlackRock vows new pressure on climate, board diversity
03/2017CATO quashes shareholder resolution seeking explicit protections for LGBT employees under non-discrimination policy
03/2017New York TimesMeet the Shareholders? Not at These Shareholder Meetings
07/2017HuffPostWhy is the Business Roundtable Working So Hard to Destroy Shareholder Proposals?
07/2017Responsible InvestorOpen letter from investors to the Business Roundtable
03/2018Barron’sAMEX Agrees to Report Gender Pay Gap
04/2018Barron’sClimate Change: Big Investors Bring Big Clout to the Debate
05/2018Scientific AmericanPowerful Investors Push Big Companies to Plan for Climate Change
05/2018The Wall Street JournalSturm, Ruger Shareholders Vote to Force Firm to Reveal More About Gun Violence Issues
06/2018Nerd WalletImpact Investing: Using Your Dollars to Make Change
06/2018BloombergInvestors Demand Nestle, Pepsi and Others Cut Plastic Use
06/2018Barron’sWalden’s Tim Smith recognized as one of The 20 Most Influential People in ESG Investing
09/2018S&P GlobalRaising alarms about rising sea levels, internet infrastructure
11/2018Plastics NewsGreen Investors Push Plastics Industry on Bag Ban Policy
11/2018ReutersSEC to Review Corporate Democracy Rules Risking Investor Clash
01/2019CorpGov.netNAM: Stop Supporting ‘Main Street Investors’ Coalition Say Real Investors
01/2019Fast CompanyWhen it comes to investment giants furthering social good, many see a disconnect between words and action
03/2019CNBCJeff Bezos is finally ending secrecy over Amazon’s role in carbon emissions
05/2019Boston GlobeBoston group brings corporate America to D.C. to push for climate bill
06/2019Citizen TimesUNC Asheville becomes first in UNC system to divest from fossil fuels
07/2019Thirty Percent CoalitionDuring the Past Year 85 Companies Appointed a Woman to their Board for the First Time Following the Thirty Percent Coalition’s “Adopt a Company” Campaign
07/2021Financial TimesInvestors increase pressure on companies over racial issues (paywall)

Shareholder Resolutions Filed, 1987 - Present

YearCompany NameProposal TopicBoston Trust Walden's RoleOutcomeFocus Area
2018AlphabetReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyLead Filed9% supportGovernance
2018American ExpressReport on policies and goals to reduce the gender pay gapCo-FiledAgreement reachedEquality and Human Rights
2018Anika TherapeuticsReport on steps the company is taking to improve board diversityLead FiledAgreement reachedEquality and Human Rights
2018AT&TReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyLead Filed34% supportGovernance
2018Brinker InternationalIssue a report describing the company’s policies, performance, and improvement targets related to key ESG risks and opportunitiesLead FiledAgreement reachedGovernance
2018CatoAmend non-discrimination policy to include sexual orientation and gender identityLead FiledChallenged/Lost at SECEquality and Human Rights
2018ChemedAmend non-discrimination policy to include sexual orientation and gender identityLead FiledAgreement reachedEquality and Human Rights
2018ChevronReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyCo-Filed32% supportGovernance
2018Cohen & SteersReview and report on proxy voting policies and practicesLead FiledAgreement reachedGovernance
2018ComcastAssess feasibility of setting company-wide goals for increasing energy efficiency and use of renewable energyLead FiledChallenged/WithdrawnEnvironment/Climate Change
2018ConocoPhillipsReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyLead FiledAgreement reachedGovernance
2018CorVelAmend non-discrimination policy to include sexual orientation and gender identityLead FiledChallenged/WithdrawnEquality and Human Rights
2018Discover FinancialReport a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categoriesLead FiledAgreement reachedEquality and Human Rights
2018Dollar GeneralReport a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categoriesLead FiledAgreement reachedEquality and Human Rights
2018Emerson ElectricAdopt time-bound, quantitative, company-wide goals for reducing total greenhouse gas emissionsLead Filed40% supportEnvironment/Climate Change
2018The Ensign GroupAmend non-discrimination policy to include sexual orientation and gender identityLead FiledAgreement reachedEquality and Human Rights
2018Express ScriptsAdopt policy that require the Chair of the Board to be an independent member of the boardCo-FiledChallenged/WitahdrawnGovernance
2018ExxonMobilReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyCo-Filed26% supportGovernance
2018ExxonMobilAssess impacts to business from transitioning to a “2 degree” climate change targetCo-FiledAgreement reachedEnvironment/Climate Change
2018IBMReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyLead Filed33% supportGovernance
2018IPG PhotonicsAmend non-discrimination policy to include sexual orientation and gender identityLead FiledAgreement reachedEquality and Human Rights
2018Johnson & JohnsonAdopt policy that require the Chair of the Board to be an independent member of the boardCo-FiledAgreement reachedGovernance
2018MorningstarReport a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categoriesLead FiledAgreement reachedEquality and Human Rights
2018Natural Gas ServicesIssue a report describing the company’s policies, performance, and improvement targets related to key ESG risks and opportunitiesLead FiledAgreement reachedGovernance
2018OracleReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyCo-Filed28% supportGovernance
2018SunTrust BankReport a comprehensive breakdown of workforce by race and gender according to the Equal Employment Opportunity Commission’s defined job categoriesLead FiledAgreement reachedEquality and Human Rights
2018T. Rowe PriceReview and report on proxy voting policies and practicesCo-FiledChallenged/WithdrawnGovernance
2018Tootsie RollIssue a report describing the company’s policies, performance, and improvement targets related to key ESG risks and opportunitiesLead Filed3% supportGovernance
2018UPSReport on policies and procedures relating to direct and indirect lobbying, including payments used to trade associations and think tanks to influence public policyLead Filed20% supportGovernance
2018Wells FargoReport on plans to address business ethics concernsCo-FiledAgreement reachedGovernance
2018Williams-SonomaReport on efforts to ensure responsible labor recruitment within the supply chainCo-FiledAgreement reachedEquality and Human Rights
2017AlphabetImprove disclosure of lobbying and trade association membershipsLead Filed13% supportGovernance
2017American ExpressAddress wage gap between male and female employeesCo-Filed12% supportEquality and Human Rights
2017AmgenAmend vote counting procedures for shareholder proposalsCo-Filed6% supportGovernance
2017AT&TImprove disclosure of lobbying and trade association membershipsLead Filed35% supportGovernance
2017Brown & BrownAdopt inclusive non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2017CATOAdopt inclusive non-discrimination policyLead FiledSEC omittedEquality and Human Rights
2017ComcastImprove disclosure of lobbying and trade association membershipsCo-Filed17% supportGovernance
2017ConocoPhilipsImprove disclosure of lobbying and trade association membershipsLead Filed24% supportGovernance
2017Costco WholesaleReport on efforts to reduce and manage food wasteCo-FiledWithdrawn with agreementEnvironment/Climate Change
2017Emerson ElectricAdopt quantitative, science-based goals to reduce greenhouse gas emissionsLead Filed34% supportEnvironment/Climate Change
2017Express ScriptsAdopt policy requiring an independent board chairCo-Filed47% supportGovernance
2017ExxonMobilImprove disclosure of lobbying and trade association membershipsCo-Filed28% supportGovernance
2017Hub GroupTake steps to improve board diversityLead FiledWithdrawn with agreementEquality and Human Rights
2017IBMImprove disclosure of lobbying and trade association membershipsLead Filed27% supportGovernance
2017Johnson & JohnsonAdopt policies for safe disposal of prescription drugs and drug take-back programsCo-FiledSEC omittedHealth
2017JP MorganProxy voting policies on Environmental and Social resolutionsLead FiledWithdrawn with agreementGovernance
2017NETGEARAdopt inclusive non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2017NordsonIssue comprehensive Sustainability ReportLead FiledWithdrawn with agreementGovernance
2017Oceaneering InternationalIssue comprehensive Sustainability ReportLead FiledWithdrawn with agreementGovernance
2017Omnicom GroupDisclose workforce diversity dataLead FiledWithdrawn with agreementEquality and Human Rights
2017T. Rowe PriceProxy voting policies on Environmental and Social ResolutionsCo-Filed9% supportGovernance
2017United Parcel ServicesImprove disclosure of lobbying and trade association membershipsLead Filed20% supportGovernance
2017VanguardProxy voting policies on Environmental and Social resolutionsLead FiledWithdrawn with agreementGovernance
2017Wells FargoReport on improvements in risk management and controlsCo-Filed22% supportGovernance
2016Abbott LaboratoriesAdopt policy requiring independent board chairLead FiledWithdrawn with agreementGovernance
2016AlphabetImprove disclosure of lobbying and trade association membershipsLead Filed12% supportGovernance
2016American ExpressImprove disclosure of lobbying and trade association membershipsLead FiledWithdrawn with agreementGovernance
2016AmgenAmend vote counting procedures for shareholder proposalsCo-Filed7% supportGovernance
2016AT&TImprove disclosure of lobbying and trade association membershipsLead Filed34% supportGovernance
2016Cabot Oil & GasTake steps to improve board diversityCo-FiledWithdrawn with agreementEquality and Human Rights
2016CLARCORIssue comprehensive sustainability reportLead Filed61% supportGovernance
2016ConocoPhillipsIssue Carbon Asset Risk disclosureLead FiledWithdrawn with agreementEnvironment/Climate Change
2016Conoco PhillipsImprove disclosure of lobbying and trade association membershipsLead Filed25% supportGovernance
2016Discovery CommunicationsTake steps to increase board diversityCo-Filed18% supportEquality and Human Rights
2016Emerson ElectricAdopt quantitative, science-based goals to reduce greenhouse gas emissionsLead Filed37% supportEnvironment/Climate Change
2016ESCO TechnologiesIssue comprehensive sustainability reportLead Filed44% supportGovernance
2016Express ScriptsAdopt policy requiring an independent board chairCo-Filed46% supportGovernance
2016Exxon MobilImprove disclosure of lobbying and trade association membershipsCo-Filed26% supportGovernance
2016Flower FoodsAddress water-related risks in direct operations and agriculture supply chainsLead FiledWithdrawn with agreementEnvironment/Climate Change
2016HubbellAdopt Energy Efficiency goalsLead FiledWithdrawn with agreementEnvironment/Climate Change
2016IBMImprove disclosure of lobbying and trade association membershipsLead Filed25% supportGovernance
2016Johnson & JohnsonEstablish policies for safe disposal of prescription drugs and drug take-back programsCo-Filed7% supportHealth
2016OmnicomDisclose workforce diversity dataCo-Filed29% supportEquality and Human Rights
2016PPG IndustriesIncorporate ESG metrics into performance assessments of senior management – with a focus specifically on the use of lead in some productsCo-FiledWithdrawn with agreementGovernance
2016T. Rowe PriceProxy voting policies on Environmental and Social resolutionsCo-Filed9% supportGovernance
2016Time Warner CableImprove disclosure of lobbying and trade association membershipsLead FiledWithdrawn due to mergerGovernance
2016United Parcel ServiceImprove disclosure of lobbying and trade association membershipsLead Filed23% supportGovernance
2016Walt DisneyImprove disclosure of lobbying and trade association membershipsCo-Filed32% supportGovernance
2015American ExpressImprove disclosure of lobbying and trade association membershipsCo-Lead Filed22% supportGovernance
2015AmgenAmend vote counting procedures for shareholder proposalsCo-Filed6% supportGovernance
2015AT&TReport on political spending policies, processes and oversightCo-Filed26% supportGovernance
2015BB&TIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2015C.R. BardIssue comprehensive sustainability reportLead Filed35% supportGovernance
2015ChevronAdopt quantitative goals to reduce greenhouse gas emissionsCo-Filed9% supportEnvironment/Climate Change
2015CLARCORIssue comprehensive sustainability reportLead Filed45% supportGovernance
2015Cohen & SteersTake steps to increase board diversityLead FiledWithdrawn with agreementEquality and Human Rights
2015Commercial MetalsIssue comprehensive sustainability reportLead Filed46% supportGovernance
2015ConocoPhillipsImprove disclosure of lobbying and trade association membershipsLead Filed27% supportGovernance
2015CostcoAdopt science-based greenhouse gas reduction targetsCo-Lead FiledWithdrawn with agreementEnvironment/Climate Change
2015Cullen/Frost BankersAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2015Emerson ElectricIssue comprehensive sustainability reportLead Filed39% supportGovernance
2015ESCO TechnologiesIssue comprehensive sustainability reportLead Filed28% supportGovernance
2015Expeditors InternationalAmend EEO policies to include gender identityCo-FiledWithdrawn with agreementEquality and Human Rights
2015Express ScriptsImprove disclosure of lobbying and trade association membershipsLead FiledWithdrawn on a technicalityGovernance
2015Exxon MobilAdopt quantitative goals to reduce greenhouse gas emissionsCo-Filed9% supportEnvironment/Climate Change
2015First NBC Bank Holding Co.Amend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2015GoogleImprove disclosure of lobbying and trade association membershipsLead Filed10% supportGovernance
2015IBMImprove disclosure of lobbying and trade association membershipsLead Filed22% supportGovernance
2015IDEXAmend EEO policies to include sexual orientation and gender identityCo-Lead FiledWithdrawn with agreementEquality and Human Rights
2015International Flavors and FragrancesAdopt sustainable palm oil sourcing policies and practicesCo-Lead FiledWithdrawn with agreementEnvironment/Climate Change
2015JP Morgan ChaseImprove disclosure of lobbying and trade association membershipsCo-Filed7% supportGovernance
2015Omnicom GroupPublic disclosure of equal employment opportunityCo-Filed28% supportEquality and Human Rights
2015OracleAmend vote counting procedures for shareholder proposalsCo-Filed10% supportGovernance
2015Phillips 66Adopt quantitative goals to reduce greenhouse gas emissionsCo-Filed28% supportEnvironment/Climate Change
2015QualcommAdopt science-based greenhouse gas reduction targetsLead FiledWithdrawn with agreementEnvironment/Climate Change
2015RPC, Inc.Issue comprehensive sustainability reportLead Filed7% supportGovernance
2015Silgan HoldingsTake steps to increase board diversityLead FiledWithdrawn on a technicalityEquality and Human Rights
2015SyntelAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2015SyscoAdopt sustainable palm oil sourcing policies and practicesCo-FiledWithdrawn with agreementEnvironment/Climate Change
2015Time Warner CableImprove disclosure of lobbying and trade association membershipsLead Filed28% supportGovernance
2015United Parcel ServicesImprove disclosure of lobbying and trade association membershipsLead Filed16% supportGovernance
2014AccentureImprove disclosure of lobbying and trade association membershipsLead FiledWithdrawn with agreementGovernance
2014Advanced Auto PartsAdopt science-based greenhouse gas reduction targetsLead FiledWithdrawn with agreementEnvironment/Climate Change
2014C.R. BardIssue comprehensive sustainability reportLead Filed38% supportGovernance
2014Cabot Oil & GasAdopt science-based greenhouse gas reduction targetsLead FiledWithdrawn with agreementEnvironment/Climate Change
2014Cincinnati FinancialIssue comprehensive sustainability reportCo-FiledWithdrawn with agreementGovernance
2014CLARCORIssue comprehensive sustainability reportLead Filed40% supportGovernance
2014ConocoPhillipsImprove disclosure of lobbying and trade association membershipsLead Filed25% supportGovernance
2014Denbury ResourcesAdopt science-based greenhouse gas reduction targetsLead FiledWithdrawn with agreementEnvironment/Climate Change
2014Emerson ElectricIssue comprehensive sustainability reportLead Filed38% supportGovernance
2014EnergenReduce fugitive methane emissionsCo-Filed27% supportEnvironment/Climate Change
2014ESCO TechnologiesIssue comprehensive sustainability reportLead Filed24% supportGovernance
2014General MillsEncourage the use of recyclable materials in produce packagingCo-Filed6% supportEnvironment/Climate Change
2014GentexIssue comprehensive sustainability reportCo-Lead FiledWithdrawn with agreementGovernance
2014GoogleImprove disclosure of lobbying and trade association membershipsLead Filed9% supportGovernance
2014IBMImprove disclosure of lobbying and trade association membershipsCo-Filed24% supportGovernance
2014JP Morgan ChaseImprove disclosure of lobbying and trade association membershipsCo-Filed8% supportGovernance
2014Lincoln Electric HoldingsAdopt science-based greenhouse gas reduction targetsLead FiledWithdrawn with agreementEnvironment/Climate Change
2014Mettler-ToledoAdopt science-based greenhouse gas reduction targetsLead FiledWithdrawn with agreementEnvironment/Climate Change
2014O’Reilly AutomotiveAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2014PNC Financial ServicesAssess GHG emissions in lending portfolio and exposure to climate change riskCo-Filed23% supportEnvironment/Climate Change
2014Procter & GambleEncourage the use of recyclable materials in produce packagingCo-Filed25% supportEnvironment/Climate Change
2014Ross StoresAmend EEO policies to include sexual orientation and gender identityCo-Lead FiledWithdrawn with agreementEquality and Human Rights
2014RPC, Inc.Issue comprehensive sustainability reportLead Filed9% supportGovernance
2014Simpson ManufacturingIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2014Time Warner CableImprove disclosure of lobbying and trade association membershipsLead Filed33% supportGovernance
2014UPSImprove disclosure of lobbying and trade association membershipsLead Filed17% supportGovernance
2014Wolverine WorldwideIssue comprehensive sustainability report including supply chain disclosureLead FiledWithdrawn with agreementGovernance
20133MImprove disclosure of lobbying and trade association membershipsLead FiledWithdrawn with agreementGovernance
2013AccentureImprove disclosure of lobbying and trade association membershipsLead Filed31% supportGovernance
2013CoherentIssue sustainability reportLead FiledWithdrawn with agreementGovernance
2013ConocoPhillipsImprove disclosure of lobbying and trade association membershipsLead Filed26% supportGovernance
2013C. R. BardIssue comprehensive sustainability reportLead Filed35% supportGovernance
2013Devon EnergyImprove disclosure of lobbying and trade association membershipsLead Filed23% supportGovernance
2013East West BancorpAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2013Emerson ElectricIssue comprehensive sustainability reportLead Filed 38% supportGovernance
2013Exxon MobilAdopt quantitative goals to reduce greenhouse gas emissionsCo-Filed27% supportEnvironment/Climate Change
2013GentexIssue comprehensive sustainability reportLead Filed36% supportGovernance
2013IBMReview trade association memberships and political spending policiesCo-Filed24.5% supportGovernance
2013j2 GlobalAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2013JP Morgan ChaseImprove disclosure of lobbying and trade association membershipsCo-Filed11% supportGovernance
2013Men’s WearhouseIssue sustainability reportCo-Filed34% supportGovernance
2013NetAppTake steps to increase board diversityLead FiledWithdrawn with agreementEquality and Human Rights
2013NikeIncrease transparency by encouraging suppliers to issue sustainability reportsCo-FiledWithdrawn with agreementGovernance
2013PepsiCoReview trade association memberships and political spending policiesCo-FiledWithdrawn with agreementGovernance
2013PNC FinancialAssess GHG emissions in lending portfolio and exposure to climate change riskCo-Filed23% supportEnvironment/Climate Change
2013Simpson ManufacturingIssue sustainability reportLead Filed33% supportGovernance
2013StrykerAdopt comprehensive GHG emissions management planLead FiledWithdrawn with agreementEnvironment/Climate Change
2013Time Warner CableImprove disclosure of lobbying and trade association membershipsLead Filed15% supportGovernance
2013UPSImprove disclosure of lobbying and trade association membershipsLead Filed12% supportGovernance
2013Westinghouse Air BrakeIssue sustainability reportLead FiledWithdrawn with agreementGovernance
20123MImprove disclosure of lobbying and trade association membershipsLead Filed39% supportGovernance
2012AccentureReview trade association memberships and political spending policiesLead FiledWithdrawn with agreementGovernance
2012Cisco SystemsIncrease transparency by encouraging suppliers to issue sustainability reportsCo-FiledGovernance
2012ConocoPhillipsImprove disclosure of lobbying and trade association membershipsLead Filed25% supportGovernance
2012C. R. BardIssue comprehensive sustainability reportLead Filed30% supportGovernance
2012Deere & Co.Report on political spending policies, processes and oversightLead FiledChallenged/WithdrawnGovernance
2012Devon EnergyImprove disclosure of lobbying and trade association membershipsLead Filed31% supportGovernance
2012Emerson ElectricIssue comprehensive sustainability reportLead Filed35% supportGovernance
2012Exxon MobilAdopt quantitative goals to reduce greenhouse gas emissionsCo-Filed27% supportEnvironment/Climate Change
2012GentexIssue comprehensive sustainability reportLead Filed32% supportGovernance
2012IBMReview trade association memberships and political spending policiesLead Filed10% supportGovernance
2012JP Morgan ChaseImprove disclosure of lobbying and trade association membershipsLead FiledSEC omittedGovernance
2012JP Morgan ChaseImprove loan modification policies and oversightCo-FiledWithdrawnGovernance
2012Johnson & JohnsonImprove disclosure of lobbying and trade association membershipsLead FiledWithdrawn with agreementGovernance
2012LKQ Corp.Amend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2012Meridian BioscienceAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2012OracleIncrease transparency by encouraging suppliers to issue sustainability reportsCo-FiledGovernance
2012PepsiCoReview trade association memberships and political spending policiesLead FiledWithdrawnGovernance
2012QualcommEvaluate and report on water risk in supply chainLead FiledWithdrawn with agreementEnvironment/Climate Change
2012State StreetReport on political spending policies, processes and oversightCo-FiledWithdrawn with agreementGovernance
2012SyscoEvaluate and report on water risk in supply chainCo-Lead FiledWithdrawn with agreementEnvironment/Climate Change
2012TargetImprove disclosure of lobbying and trade association membershipsCo-Lead FiledWithdrawn with agreementGovernance
2012UPSImprove disclosure of lobbying and trade association membershipsLead Filed17% supportGovernance
20113MReport on political spending and trade association membershipsCo-Lead Filed36% supportGovernance
2011Ambassadors GroupAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2011C. R. BardIssue comprehensive sustainability reportLead Filed28% supportGovernance
2011Cisco SystemsAssess steps to prevent human rights violations associated with internet useCo-FiledEquality and Human Rights
2011ConocoPhillipsReport on environmental impact of oil sands developmentCo-Filed28% supportEnvironment/Climate Change
2011eHealthAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2011Emerson ElectricIssue comprehensive sustainability reportLead Filed34% supportGovernance
2011Exxon MobilAdopt quantitative goals to reduce greenhouse gas emissionsCo-Filed27% supportEnvironment/Climate Change
2011General MillsStudy feasibility of extended producer responsibility policyCo-FiledGovernance
2011GentexIssue comprehensive sustainability reportLead Filed38% supportGovernance
2011Hewlett-PackardSeparate CEO and chair rolesCo-Lead FiledWithdrawnGovernance
2011IBMReport on political spending and trade association membershipsLead Filed2% supportGovernance
2011JP Morgan ChaseImprove loan modification policies and oversightCo-Filed6% supportGovernance
2011Layne ChristensenIssue comprehensive sustainability reportLead Filed93% supportGovernance
2011NutraceuticalAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2011PepsiCoReport on political spending and trade association membershipsLead Filed11% supportGovernance
2011PfizerReport on political spending and trade association membershipsCo-Lead FiledWithdrawn with agreementGovernance
2011Procter & GambleStudy feasibility of extended producer responsibility policyCo-FiledGovernance
2011Southside BancsharesAmend EEO policies to include sexual orientation and gender identityLead FiledWithdrawn with agreementEquality and Human Rights
2011St. Jude MedicalIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2011State StreetSeparate CEO and chair rolesLead FiledWithdrawnGovernance
2011SyscoEvaluate and report on water risk in supply chainCo-Lead FiledEnvironment/Climate Change
2011TargetReport on political spending and trade association membershipsCo-Lead FiledWithdrawn with agreementGovernance
2011Varian MedicalIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2010AT&TReport on political spending policies, procedures and practicesCo-FiledWithdrawn due to late filingGovernance
2010Baldor ElectricIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2010C.R. BardIssue comprehensive sustainability reportLead Filed32% supportGovernance
2010Cisco SystemsAssess steps to prevent human rights violations associated with internet useCo-Filed34% supportEquality and Human Rights
2010Colgate-PalmoliveProvide advisory vote on executive compensationCo-Lead FiledWithdrawn with agreementGovernance
2010ConocoPhillipsReport on environmental impact of oil sands developmentCo-Filed27% supportEnvironment/Climate Change
2010Credo PetroleumIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2010Expeditors InternationalTake steps to increase board diversityCo-Lead FiledWithdrawn with agreementEquality and Human Rights
2010Exxon MobilAdopt and report on quantitative goals to reduce greenhouse gas emissionsCo-Filed27% supportEnvironment/Climate Change
2010GentexIssue comprehensive sustainability reportLead Filed33% supportGovernance
2010IBM CorporationProvide advisory vote on executive compensationCo-Filed45% supportGovernance
2010Johnson & JohnsonProvide advisory vote on executive compensationLead Filed48% supportGovernance
2010Layne ChristensenIssue comprehensive sustainability reportLead Filed60% supportGovernance
2010PepsiCoAdopt quantitative goals for U.S. beverage container recovery and recyclingCo-Lead FiledWithdrawn with agreementEnvironment/Climate Change
2010Procter & GambleProvide advisory vote on executive compensationLead FiledWithdrawn with agreementGovernance
2010St. Jude MedicalIssue comprehensive sustainability reportLead Filed43% supportGovernance
2010State StreetAdopt policy requiring an independent board chairLead Filed17% supportGovernance
2010TeamIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2010Time Warner CableIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2010Walt DisneyProvide advisory vote on executive compensationLead Filed51% supportGovernance
2010Watts Water TechnologiesTakes steps to increase board diversityLead FiledWithdrawn with agreementEquality and Human Rights
2009Cisco SystemsFreedom of association – human rights and the InternetCo-Filed34% supportEquality and Human Rights
2009Commercial MetalsAdopt inclusive non-discrimination policyCo-Lead w/ Client44% supportEquality and Human Rights
2009ConocoPhillipsEnvironmental impact of oil sands developmentCo-Filed31% supportEnvironment/Climate Change
2009DentsplyIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2009Diamond FoodsDevelop a vendor code of conduct that includes agricultural suppliersLead FiledWithdrawn with agreementGovernance
2009DionexAdopt inclusive non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2009Exxon MobilAdopt and report on quantitative goals for reducing greenhouse gas emissionsCo-Filed29% supportEnvironment/Climate Change
2009General ElectricAdvisory vote on executive compensationCo-Filed43% supportGovernance
2009General MillsAdvisory vote on executive compensationLead Filed51% supportGovernance
2009Goldman SachsAdvisory vote on executive compensationCo-Lead w/ ClientWithdrawn with agreementGovernance
2009Hain Celestial GroupAdvisory vote on executive compensationLead Filed62% supportGovernance
2009Hewlett-PackardAdvisory vote on executive compensationCo-LeadWithdrawn with agreementGovernance
2009IBMAdvisory vote on executive compensationCo-Filed44% supportGovernance
2009IntelAdvisory vote on executive compensationLead FiledWithdrawn with agreementGovernance
2009KadantIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2009MiddlbyIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2009MicrosoftAdvisory vote on executive compensationCo-LeadWithdrawn with agreementGovernance
2009PepsiCoAdopt goals for U.S. beverage container recovery and recyclingCo-Lead9% supportEnvironment/Climate Change
2009Procter & GambleAdvisory vote on executive compensationLead Filed46% supportGovernance
2009South Jersey IndustriesIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2009St. Jude MedicalIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2009State StreetAdopt goals for U.S. beverage container recovery and recyclingLead FiledOmitted by SECEnvironment/Climate Change
2009StrykerIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2009United Natural FoodsDevelop a vendor code of conduct that includes agricultural suppliersLead FiledWithdrawn with agreementGovernance
2009Walt DisneyAdvisory vote on executive compensationLead Filed42% supportGovernance
2008AdobeReport on political contributions, policies and practicesLead FiledWithdrawn with agreementGovernance
2008Commercial MetalsInclude sexual orientation in non-discrimination policyLead FiledNo formal vote receivedEquality and Human Rights
2008DentsplyIssue comprehensive sustainability reportLead Filed36% supportGovernance
2008DoverIssue comprehensive sustainability reportLead Filed40% supportGovernance
2008Expeditors InternationalInclude sexual orientation in non-discrimination policyCo-Filed52% supportEquality and Human Rights
2008Exxon MobilAdopt and report on quantitative goals for reducing greenhouse gas emissionsCo-Filed31% supportEnvironment/Climate Change
2008General ElectricAdvisory vote on executive compensationLead Filed40% supportGovernance
2008General MillsReport on vendor standards, policies and practicesLead FiledWithdrawn with agreementGovernance
2008Goldman SachsAdvisory vote on executive compensationLead Filed46% supportGovernance
2008Hain Celestial GroupAdvisory vote on executive compensationLead Filed2008 filing for 2009 mtgGovernance
2008IBMAdvisory vote on executive compensationCo-Filed44% supportGovernance
2008Leggett & PlattInclude sexual orientation in non-discrimination policyLead Filed31% supportEquality and Human Rights
2008Parkway PropertiesIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2008PraxairReport on political contributions, policies and practicesLead FiledWithdrawn with agreementGovernance
2008Sigma-AldrichIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2008T. Rowe PriceReport on investment policies addressing human rights, with focus on SudanLead FiledWithdrawn with agreementEquality and Human Rights
2008Texas InstrumentsReport on political contributions, policies and practicesLead FiledWithdrawn with agreementGovernance
2008UnitedHealth CareAdvisory vote on executive compensationLead Filed42% supportGovernance
2008UPSReport on political contributions, policies and practicesLead FiledWithdrawn with agreementGovernance
2008WatersIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2008Wells FargoAdvisory vote on executive compensationLead Filed30% supportGovernance
20073MReport on political contributions, policies and practicesLead FiledWithdrawn with agreementGovernance
2007Applied MaterialsReport on vendor standards, policies and practicesLead FiledWithdrawn with agreementGovernance
2007CenturyTelInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2007ClarcorInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2007Coca-ColaReport on recycling programs and goalsLead FiledWithdrawn with agreementEnvironment/Climate Change
2007ComericaIssue comprehensive sustainability reportLead Filed29% supportGovernance
2007Commercial MetalsInclude sexual orientation in non-discrimination policyLead Filed43% supportEquality and Human Rights
2007DoverIssue comprehensive sustainability reportLead Filed35% supportGovernance
2007Expeditors InternationalInclude sexual orientation in non-discrimination policyCo-Filed43% supportEquality and Human Rights
2007Exxon MobilAdopt and report on quantitative goals for reducing greenhouse gas emissionsCo-Filed31% supportEnvironment/Climate Change
2007Hershey’sReport on vendor standards, policies and practicesLead FiledWithdrawn with agreementGovernance
2007Home DepotPublic disclosure of Equal Employment Opportunity DataLead Filed26% supportEquality and Human Rights
2007Leggett & PlattInclude sexual orientation in non-discrimination policyLead Filed26% supportEquality and Human Rights
2007Lehman BrothersPublic disclosure of Equal Employment Opportunity DataLead FiledWithdrawn with agreementEquality and Human Rights
2007MedtronicIssue comprehensive sustainability reportLead Filedwithdrawn with agreementGovernance
2007PepsiCoReport on recycling programs and goalsLead FiledWithdrawn with agreementEnvironment/Climate Change
2007PfizerReport on executive compensation policies and practicesLead FiledWithdrawn with agreementGovernance
2007Precision CASTPARTSInclude sexual orientation in non-discrimination policyCo-FiledWithdrawn with agreementEquality and Human Rights
2007Procter & GambleReport on executive compensation policies and practicesLead FiledWithdrawn with agreementGovernance
2007Wells FargoReport on executive compensation policies and practicesLead Filed35% supportGovernance
2007Wrigley’sReport on vendor standards, policies and practicesLead FiledWithdrawn with agreementGovernance
2006AmSouth BancorpInclude sexual orientation in non-discrimination policyLead Filed28% supportEquality and Human Rights
2006AT&TIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2006C. R. BardInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2006BellSouthReport on political contributions, policies and practicesCo-Filed12% supportGovernance
2006ChubbIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2006Coca-ColaAdopt comprehensive recycling policyLead FiledWithdrawn with agreementEnvironment/Climate Change
2006Commercial MetalsInclude sexual orientation in non-discrimination policyLead Filed43% supportEquality and Human Rights
2006DonaldsonPublic disclosure of equal employment opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2006Exxon MobilInclude sexual orientation in non-discrimination policyCo-Filed34% supportEquality and Human Rights
2006Exxon MobilReport on climate change science researchCo-FiledWithdrawn with agreementEnvironment/Climate Change
2006Home DepotPublic disclosure of equal employment opportunity dataLead Filed36% supportEquality and Human Rights
2006Illinois Tool WorksPublic disclosure of equal employment opportunity dataCo-FiledWithdrawn with agreementEquality and Human Rights
2006Leggett & PlattInclude sexual orientation in non-discrimination policyLead Filed25% supportEquality and Human Rights
2006PepsiCoAdopt comprehensive recycling policyLead FiledWithdrawn with agreementEnvironment/Climate Change
2006SYSCOIssue comprehensive sustainability reportLead FiledWithdrawn with agreementGovernance
2006Wal-MartPublic disclosure of equal employment opportunity dataCo-FiledWithdrawn with agreementEquality and Human Rights
2005ALLTELInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2005AmgenPublic disclosure of equal employment opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2005ApacheReport on climate change policiesCo-FiledWithdrawn with agreementEnvironment/Climate Change
2005BellSouthReport on political contributions, policies and practicesCo-Filed12% supportGovernance
2005CarlisleInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2005Exxon MobilInclude sexual orientation in non-discrimination policyCo-Filed29% supportEquality and Human Rights
2005Exxon MobilReport on climate change science researchCo-Filed10% supportEnvironment/Climate Change
2005GentexInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2005Home DepotPublic disclosure of equal employment opportunity dataLead Filed30% supportEquality and Human Rights
2005IBMAdopt comprehensive recycling policyLead FiledWithdrawn with agreementEnvironment/Climate Change
2005PepsiCoAdopt comprehensive recycling policyLead FiledWithdrawn with agreementEnvironment/Climate Change
2005TJXReport on vendor standards and policiesLead Filed9% supportGovernance
2005Wal-MartPublic disclosure of equal employment opportunity dataCo-Filed19% supportEquality and Human Rights
2004ALLTELInclude sexual orientation in non-discrimination policyLead Filed28% supportEquality and Human Rights
2004AIGReport on climate change policiesLead FiledSEC omittedEnvironment/Climate Change
2004AmgenPublic disclosure of equal employment opportunity dataLead Filed15% supportEquality and Human Rights
2004ApacheReport on climate change policiesCo-Filed37% supportEnvironment/Climate Change
2004Avon ProductsDeclassify election of directorsCo-FiledWithdrawn with agreementGovernance
2004Bell SouthDeclassify election of directorsLead FiledWithdrawn with agreementGovernance
2004ChubbReport on climate change policiesLead FiledSEC omittedEnvironment/Climate Change
2004CostcoDeclassify election of directorsLead Filed76% supportGovernance
2004DoverInclude sexual orientation in non-discrimination policyResolutionWithdrawn with agreementEquality and Human Rights
2004Exxon MobilInclude sexual orientation in non-discrimination policyCo-Filed29% supportEquality and Human Rights
2004Exxon MobilReview human rights policiesCo-Filed8% supportEquality and Human Rights
2004GilletteDeclassify election of directorsCo-Filed68% supportGovernance
2004IntelReport on water use policiesCo-FiledWithdrawn with agreementEnvironment/Climate Change
2004JP Morgan ChaseReview executive compensation policiesCo-Filed8% supportGovernance
2004MerckHIV/AIDS pandemic policies and programsCo-Filed14% supportHealth
2004PepsiCoHIV/AIDS pandemic policies and programsCo-Filed7% supportHealth
2004SBC CommunicationsDeclassify election of directorsCo-FiledWithdrawn with agreementGovernance
2004StrykerInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2004TJXDeclassify election of directorsLead Filed77% supportGovernance
2004TJXReport on vendor standards, policies and practicesCo-Filed7% supportGovernance
2004Wal-MartPublic disclosure of equal employment opportunity dataCo-Filed16% supportEquality and Human Rights
2003ALLTELInclude sexual orientation in non-discrimination policyLead Filed12% supportEquality and Human Rights
2003AutodeskShareholder communication with independent directorCo-FiledWithdrawn with agreementGovernance
2003AvonDeclassify election of directorsLead Filed81% supportGovernance
2003BJ’s WholesaleDeclassify election of directorsLead FiledWithdrawn with agreementGovernance
2003TapesAdopt comprehensive labor standardsLead Filed8% supportEquality and Human Rights
2003Coca-ColaReport on beverage container recycling goalCo-Lead FiledSEC omittedEnvironment/Climate Change
2003Coca-Cola EnterprisesAdopt comprehensive recycling policyCo-Lead Filed4% supportEnvironment/Climate Change
2003Colgate-PalmoliveReport on response to Sub-Saharan health pandemicLead FiledWithdrawn with agreementHealth
2003DoverInclude sexual orientation in non-discrimination policyLead Filed43% supportEquality and Human Rights
2003Emerson ElectricInclude sexual orientation in non-discrimination policyCo-Filed10% supportEquality and Human Rights
2003Exxon MobilInclude sexual orientation in non-discrimination policyCo-Filed27% supportEquality and Human Rights
2003Exxon MobilReview human rights policies, report on reviewCo-Filed8% supportEquality and Human Rights
2003Federated Dept. StoresReport on vendor standards and how then ensure the exclusion of child laborCo-Lead FiledWithdrawn with agreementEquality and Human Rights
2003FedExInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2003GilletteDeclassify election of directorsLead Filed63% supportGovernance
2003Herman MillerPublic disclosure of equal employment opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2003Illinois Tool WorksPublic disclosure of equal employment opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2003JP Morgan ChaseReport on executive compensationCo-Filed9% supportGovernance
2003Marsh McLennanReport on risks associated with greenhouse gasesLead FiledWithdrawn with agreementEnvironment/Climate Change
2003McDonald’sDeclassify election of directorsLead FiledWithdrawn with agreementGovernance
2003MerckPublic disclosure of equal employment opportunity dataCo-FiledWithdrawn with agreementEquality and Human Rights
2003MerckDeclassify election of directorsLead FiledWithdrawn with agreementGovernance
2003MicrosoftUtilize Global Reporting Initiative reporting systemLead FiledWithdrawn with agreementGovernance
2003Occidental PetroleumReport on risks associated with greenhouse gasesLead FiledWithdrawn with agreementEnvironment/Climate Change
2003PepsiCoReport on beverage container recycling goalCo-Lead FiledSEC omittedEnvironment/Climate Change
2003SUPERVALUMercury thermometer phase-outCo-Lead FiledWithdrawn with agreementHealth
2003TJXReport on vendor standardsLead Filed8% supportGovernance
2003UnocalAdopt and report on International Labour Organization standardsCo-FiledWithdrawn with agreementEquality and Human Rights
2003Wal-MartAdopt and report on International Labour Organization standardsCo-Filed4% supportEquality and Human Rights
2003YUM! BrandsPrepare sustainability reportCo-Filed35% supportGovernance
2002Abbott LaboratoriesAdopt drug accessibility policyCo-FiledWithdrawnHealth
2002AlbertsonsLabel genetically engineered foodLead Filed4% supportHealth
2002ALLTELAmend anti-discrimination policy to include sexual orientationCo-Lead Filed10% supportEquality and Human Rights
2002BemisPublic disclosure of equal employment opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2002BP AmocoReview risks of Investing in environmentally sensitive areasCo-Lead Filed11% supportEnvironment/Climate Change
2002Bristol Myers SquibbMake HIV/AIDS drugs affordable in African countriesCo-FiledWithdrawnHealth
2002Cardinal HealthPhase-out sale of mercury containing thermometersLead FiledWithdrawn with agreementHealth
2002Chevron TexacoReport on greenhouse gas emissionsCo-FiledWithdrawnEnvironment/Climate Change
2002Coca-ColaSet recycling goalsCo-Lead Filed4% supportEnvironment/Climate Change
2002ConsecoTake steps to prevent predatory lendingCo-Filed8% supportGovernance
2002Cooper IndustriesIssue comprehensive sustainability reportCo-Filed22% supportGovernance
2002DellProduct take-back and recyclingCo-FiledWithdrawn with agreementEnvironment/Climate Change
2002Delphi AutomotiveReport on global labor standardsCo-Filed22% supportEquality and Human Rights
2002Eastman ChemicalReport on cigarette filter health effectsCo-Filed8% supportHealth
2002EMCIncrease board independenceCo-Lead Filed56% supportGovernance
2002EMCCommit to in-person annual general meetingCo-Lead FiledSEC omittedGovernance
2002EMCTake steps to diversify board by gender and raceCo-Lead Filed32% supportEquality and Human Rights
2002Exxon MobilDevelop renewable energy alternativesCo-Filed20% supportEnvironment/Climate Change
2002Exxon MobilAmend anti-discrimination policy to include sexual orientationCo-Filed24% supportEquality and Human Rights
2002Exxon MobilAdopt comprehensive human rights policyCo-Filed7% supportEquality and Human Rights
2002FleetBoston FinancialPublic disclosure of equal employment opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2002FleetBoston FinancialLink executive compensation to social criteriaCo-Filed13% supportGovernance
2002HasbroAdopt International Labour Organization standards and independent monitoringCo-Lead Filed7% supportEquality and Human Rights
2002HCAPhase-out use of mercury containing medical devicesLead FiledWithdrawn with agreementHealth
2002IBMProduct take-back and recyclingCo-FiledSEC omittedEnvironment/Climate Change
2002JC PenneyPhase-out sale of mercury containing thermometersLead FiledWithdrawn with agreementHealth
2002Kohl’sAdopt and report on International Labour Organization standardsCo-Filed4% supportEquality and Human Rights
2002KrogerLabel genetically engineered foodLead Filed6% supportHealth
2002Lehman BrothersUse majority shareholder position in Peabody Coal to limit use of Hopi water supplyCo-Lead FiledWithdrawn with agreementEquality and Human Rights
2002LowesAdopt International Labour Organization standards and independent monitoringCo-Filed6% supportEquality and Human Rights
2002Occidental PetroleumReport on greenhouse gas emissionsLead Filed19% supportEnvironment/Climate Change
2002PepsiCoSet recycling goalsCo-Lead Filed5% supportEnvironment/Climate Change
2002SearsAdopt and report on International Labour Organization standardsCo-Filed9% supportEquality and Human Rights
2002SYSCOReport on impacts of genetically engineered foodCo-Filed6% supportHealth
2002TeleflexAmend anti-discrimination policy to include sexual orientationLead FiledWithdrawn with agreementEquality and Human Rights
2002TJXReport on vendor standardsLead Filed5% supportGovernance
2002Tricon Global RestaurantsReport on impacts of genetically engineered foodLead FiledWithdrawn with agreementHealth
2002UnocalLink executive compensation to social criteriaCo-Filed9% supportGovernance
2001AIGInclude sexual orientation in non-discrimination policyLead FiledWithdrawn with agreementEquality and Human Rights
2001AlbertsonsLabel genetically engineered food ingredientsLead Filed6.1% supportHealth
2001Associates FirstTake steps to prevent predatory lendingCo-FiledCombined with CitigroupGovernance
2001AT&TTie executive compensation to social performanceCo-Lead Filed13% supportGovernance
2001Bank of AmericaDisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2001BP AmocoReview risks associated with drilling in Arctic National Wildlife RefugeCo-Lead FiledSEC omittedEnvironment/Climate Change
2001Chase ManhattanReport on global lending standards in developing countriesCo-Filed3.3% supportGovernance
2001Chevron TexacoReport on efforts to decrease greenhouse gas emissionsCo-Filed9.6% supportEnvironment/Climate Change
2001CitigroupTake steps to prevent predatory lendingCo-FiledWithdrawn with agreementGovernance
2001Coca-ColaSet recycling goalsCo-Lead Filed5.1% supportEnvironment/Climate Change
2001ConsecoTake steps to prevent predatory lendingCo-Filed8.0% supportGovernance
2001CVSPhase-out sales of mercury thermometersLead FiledWithdrawn with agreementHealth
2001Eastman ChemicalConduct study to evaluate health risks posed by cigarette filter towsCo-Filed8.0% supportHealth
2001EMCDisclose Equal Employment Opportunity dataLead FiledCompany excluded from proxy statementEquality and Human Rights
2001Exxon MobilIncrease commitment to renewable energyCo-Filed8.9% supportEnvironment/Climate Change
2001Georgia PacificIncrease environmental disclosureLead FiledWithdrawn with agreementEnvironment/Climate Change
2001Home DepotDisclose Equal Employment Opportunity dataCo-Lead FiledWithdrawn with agreementEquality and Human Rights
2001IBMPolicy for employees to receive comparable retirement benefitsCo-Filed14.7% supportGovernance
2001Jones ApparelReport on vendor standard compliance mechanismsCo-FiledWithdrawn with agreementGovernance
2001Kohl’sTie executive compensation to social performanceCo-FiledWithdrawn with agreementGovernance
2001KrogerLabel genetically engineered food ingredientsLead Filed15.3% supportHealth
2001Lehman BrothersTake steps to prevent predatory lendingLead FiledWithdrawn with agreementGovernance
2001Longs DrugPhase-out sales of mercury thermometersLead FiledWithdrawn with agreementHealth
2001NordstromReport on vendor standard compliance mechanismsCo-Filed6.2% supportGovernance
2001Occidental PetroleumReport on plans to drill on land deemed sacred by U’wa (Colombia)Co-Filed8.3% supportEquality and Human Rights
2001PepsiCoSet recycling goalsCo-Lead Filed8.1% supportEnvironment/Climate Change
2001SearsEstablish independent monitoring of vendors and adopt ILO stdsCo-Filed8.1% supportEquality and Human Rights
2001TJXImplement McBride Principles (Northern Ireland)Co-Filed16.4% supportEquality and Human Rights
2001Tricon Global RestaurantsReport on phase-out of genetically engineered food ingredientsLead FiledWithdrawn with agreementHealth
2001UnocalTie executive compensation to social performanceCo-Filed15.4% supportGovernance
2001Wal-MartReport on vendor standard compliance mechanismsCo-Filed5.2% supportGovernance
2001WorldComDisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2000Associates FirstTake steps to prevent predatory lendingCo-Filed9% supportGovernance
2000Atlantic RichfieldCease support of opening Arctic National Wildlife Refuge (ANWR)Co-FiledMeeting cancelledEnvironment/Climate Change
2000ConAgraLabel/remove genetically engineered food ingredientsLead FiledWithdrawn with agreementHealth
2000BP AmocoPreserve ANWR & increase commitment to solar energyCo-Filed13.5% supportEnvironment/Climate Change
2000R. R. DonnelleyReview wage equity/comparable worth issues at companyLead Filed6.5% supportEquality and Human Rights
2000Exxon MobilDevelop renewable Energy AlternativesCo-Filed6.2% supportEnvironment/Climate Change
2000Home DepotDisclose Equal Employment Opportunity dataCo-Lead Filed10.5% supportEquality and Human Rights
2000Imerys (France)No interference with union vote in Alabama plantaRepresentation at meetingWithdrawn with agreementEquality and Human Rights
2000KrogerLabel/remove genetically engineered food ingredientsLead Filed3% supportHealth
2000MBNADisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
2000Occidental PetroleumPrevent drilling on land deemed sacred by U’waCo-Filed4% supportEquality and Human Rights
2000Tricon Global RestaurantsLabel/remove genetically engineered food ingredientsLead FiledWithdrawn with agreementHealth
2000Winn-DixieDisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
1999ABN Amro (Netherlands)Become signatory to UNEP Statement by Financial Institutions on Sustainable DevelopmentCo-Filed14.4% supportGovernance
1999AIGIssue a policy publicly committing to board inclusivenessCo-FiledSEC omittedEquality and Human Rights
1999Atlantic RichfieldCease support of opening Arctic National Wildlife Refuge (ANWR)Lead FiledWithdrawn with commitmentEnvironment/Climate Change
1999R. R. DonnelleyReview wage equity/comparable worth issues at companyCo-FiledWithdrawn with agreementEquality and Human Rights
1999GilletteEndorse CERES PrinciplesCo-Filed7% supportEnvironment/Climate Change
1999Harley-DavidsonEndorse CERES PrinciplesCo-Lead Filed14.4% supportEnvironment/Climate Change
1999Home DepotDisclose Equal Employment Opportunity dataCo-Filed10.6% supportEquality and Human Rights
1999Hewlett-PackardReview global environmental standards for suppliersCo-FiledWithdrawn with agreementEnvironment/Climate Change
1999HypoVereinsbankAddress deficiencies in financial and environmental risk assessment projects, i.e. Maheshwar Dam in IndiaLead FiledWithdrawn with commitmentGovernance
1999T. Rowe Price (Germany)Disclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
1998AIGDisclose Equal Employment Opportunity dataCo-Filed14.4% supportEquality and Human Rights
1998AIGReview financial effects of climate changeCo-FiledSEC omittedEnvironment/Climate Change
1998AMR Corp.Endorse CERES PrinciplesLead FiledWithdrawn with commitmentEnvironment/Climate Change
1998DeereEndorse CERES PrinciplesCo-FiledWithdrawn with agreementEnvironment/Climate Change
1998Hewlett-PackardReview global environmental standards for suppliersCo-Filed7% supportEnvironment/Climate Change
1998Home DepotDisclose Equal Employment Opportunity dataCo-Lead Filed14.4% supportEquality and Human Rights
1998IntelEndorse CERES PrinciplesCo-Filed10.6% supportEnvironment/Climate Change
1998Walt DisneyEndorse CERES PrinciplesCo-FiledWithdrawn with agreementEnvironment/Climate Change
1998Wolverine TubeReconstitution of Board to include greater independence and diversityLead FiledWithdrawn with commitmentGovernance
1998XeroxAsk shareholders to support company’s past environmental performanceLead FiledWithdrawn with agreementEnvironment/Climate Change
1997AT&TReview executive pay/study link to social performanceLead Filed14% supportGovernance
1997AIGIssue a policy publicly committing to board inclusivenessCo-Filed10% supportGovernance
1997Atlantic RichfieldDevelopment of human rights guidelines for country selection, particularly given the firm’s ties in BurmaCo-Filed10% supportEquality and Human Rights
1997Johnson & JohnsonReview and amend its global set of corporate standardsCo-FiledWithdrawn with agreementGovernance
1997MCIDisclose Equal Employment Opportunity dataLead FiledSEC omittedEquality and Human Rights
1997Southwest AirlinesDisclose Equal Employment Opportunity dataLead Filed12% supportEquality and Human Rights
1997TexacoUpdate report on Equal Employment OpportunityCo-FiledWithdrawn with commitmentEquality and Human Rights
1997XeroxEndorse CERES PrinciplesCo-FiledWithdrawn with agreementEnvironment/Climate Change
1996Becton DickinsonReport on its Mexican maquiladora operationCo-Filed10% supportEquality and Human Rights
1996Bristol Myers SquibbReport on executive pay ties to social issuesLead FiledWithdrawn with agreementGovernance
1996Leggett & PlattReport on CERES environmental principlesLead Filed14% supportEnvironment/Climate Change
1996Sigma-AldrichDisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
1995AlbertsonsDisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
1995First Virginia BanksReport on Community ReinvestmentLead FiledWithdrawn with commitmentGovernance
1995WW GraingerDisclose Equal Employment Opportunity dataLead FiledWithdrawn with commitmentEquality and Human Rights
1995MascoEnvironmental liabilities disclosureLead FiledWithdrawn with commitmentEnvironment/Climate Change
1995Northwest Natural GasDisclose Equal Employment Opportunity dataLead FiledWithdrawn with commitmentEquality and Human Rights
1994AMETEKMore independent and diverse boardLead Filed30% supportGovernance
1994R. R. DonnelleyDisclose Equal Employment Opportunity dataLead Filed21% supportEquality and Human Rights
1994WW GraingerDisclose Equal Employment Opportunity dataLead Filed11% supportEquality and Human Rights
1994Leggett & PlattDisclose Equal Employment Opportunity dataLead Filed14% supportEquality and Human Rights
1994Tecumseh ProductsDisclose Equal Employment Opportunity dataLead FiledWithdrawn with commitmentEquality and Human Rights
1993AlbertsonsDisclose Equal Employment Opportunity dataLead FiledWithdrawn with agreementEquality and Human Rights
1993Oregon Steel MillsReport publicly on the environmental impact of its operationsLead Filed6% supportEnvironment/Climate Change
1992Oregon Steel MillsReport publicly on the environmental impact of its operationsLead Filed6% supportEnvironment/Climate Change
1990Angelica Corp.Report on the Valdez (CERES) PrinciplesLead Filed/CSIFWithdrawn with agreementEnvironment/Climate Change
1990GannettReport on the Valdez (CERES) PrinciplesLead Filed/CSIFWithdrawn with agreementEnvironment/Climate Change
1986Angelica Corp.Study and report on the relations between the corporation’s employees, management, and shareholders and on what applicable policies, if any, have been implementedLead Filed/CSIFWithdrawn with agreementGovernance
2019AlphabetPrepare a report assessing the feasibility of integrating sustainability metrics, including diversity, into compensation plansCo-Filed10% supportEquality and Human Rights
2019Artisan Partners Asset ManagementReview and report on proxy voting policies and practices related to climate changeLead FiledWithdrawn with agreementGovernance
2019AT&TReport 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 policyCo-FiledWithdrawn with agreementGovernance
2019AtrionReport on steps being taken to improve board diversityLead FiledWithdrawn with agreementEquality and Human Rights
2019Charter CommunicationsIssue a report describing policies, performance, and improvement targets associated with key ESG risks and opportunities, include GHG reduction goalsCo-Lead Filed28% supportGovernance
2019ChevronAssess reducing carbon footprint in alignment with GHG reductions needed to achieve the Paris Climate Agreement Co-Filed33% supportEnvironment/Climate Change
2019ComcastReport 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 policyCo-Filed18% supportGovernance
2019CorVelIssue a public report detailing the risks associated with omitting “sexual orientation” and “gender identity” from its written equal employment opportunity (EEO) policyLead FiledChallenged/Lost at SECEquality and Human Rights
2019Emerson ElectricAdopt quantitative, company-wide goals for reducing total greenhouse gas emissions consistent with the Paris Climate Agreement Lead FiledWithdrawn with agreementEnvironment/Climate Change
2019IBMReport 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 policyCo-FiledWithdrawn with agreementGovernance
2019Illinois Tool WorksAdopt quantitative, company-wide goals for reducing total greenhouse gas emissions consistent with the Paris Climate Agreement Co-Filed21% supportEnvironment/Climate Change
2019JP Morgan ChaseReport 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 policyCo-FiledWithdrawn with agreementGovernance
2019OracleReport 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 policyCo-FiledWithdrawn with agreementGovernance
2019SEI InvestmentsReport 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 diversityLead FiledWithdrawn with agreementEquality and Human Rights
2019UPSReport 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 policyCo-Filed21% supportGovernance
2019Verizon CommunicationsReport 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 policyCo-FiledWithdrawn with agreementGovernance
2019Walt DisneyReport 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 policyCo-Filed39% supportGovernance
2020JP Morgan ChaseReview and report on proxy voting policies and practices related to climateLead FiledWithdrawn with agreementEnvironment/Climate Change
2020Vanguard GroupReview and report on proxy voting policies and practices related to climateLead FiledIn negotiationEnvironment/Climate Change
2020AlphabetPrepare a report assessing the feasibility of integrating sustainability metrics, including diversity, into compensation plansCo-Filed13% supportEquality and Human Rights
2020Bridge BancorpReport on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2020The Ensign GroupReport on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2020Choice HotelsDisclose 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 diversityLead FiledWithdrawn with agreementEquality and Human Rights
2020Home DepotDisclose 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 diversityCo-Filed36% supportEquality and Human Rights
2020Hyatt HotelsDisclose 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 diversityLead FiledWithdrawn with agreementEquality and Human Rights
2020Williams-SonomaDisclose 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 diversityLead FiledWithdrawn with agreementEquality and Human Rights
2020NordstromEvaluate and report on the impact of the use of mandatory arbitration on the prevalence of workplace harassment and discrimination and employees’ ability to seek redressCo-FiledWithdrawn with agreementEquality and Human Rights
2020Charter CommunicationsIssue a report describing policies, performance, and improvement targets associated with key ESG risks and opportunities, including GHG reduction goalsCo-Lead FiledWithdrawn with agreementGovernance
2020ChevronReport 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 policyCo-FiledOmitted by SECGovernance
2020ComcastReport 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 policyCo-Filed26% supportGovernance
2020ExxonMobilReport 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 policyCo-Filed38% supportGovernance
2020PfizerReport 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 policyCo-Filed21% supportGovernance
2020UPSReport 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 policyLead-Filed24% supportGovernance
2020Walt DisneyReport 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 policyCo-Filed34% supportGovernance
2021JP Morgan ChaseReport on plans to measure and disclose greenhouse gas footprint of financing activitiesCo-FiledWithdrawn with agreementEnvironment/Climate Change
2021ExxonMobilEvaluate 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 misalignmentCo-Filed64% supportEnvironment/Climate Change
2021BlackRockReview and report on proxy voting policies and practices related to climate changeCo-Lead FiledWithdrawn with agreementEnvironment/Climate Change
2021T. Rowe Price GroupReview and report on proxy voting policies and practices related to climate changeCo-Filed17% supportEnvironment/Climate Change
2021AlphabetPrepare a report assessing the feasibility of integrating sustainability metrics, including diversity among senior executives, into compensation plansCo-Filed12% supportEquality and Human Rights
2021German American BancorpReport on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2021IPG PhotonicsReport on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2021U.S. Physical TherapyReport on actions to enhance board diversity, such as implementing best practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2021Home DepotCommit 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-FiledWithdrawn with agreementEquality and Human Rights
2021ChevronReport 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 policyCo-Filed48% supportGovernance
2021ComcastReport 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 policyCo-FiledWithdrawn with agreementGovernance
2021PfizerReport 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 policyCo-FiledWithdrawn with agreementGovernance
2021UPSReport 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 policyCo-Filed26% supportGovernance
2021Walt DisneyReport 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 policyCo-Filed33% supportGovernance
2022AlphabetEvaluate 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 misalignmentCo-Filed19% supportEnvironment/Climate Change
2022AmgenEvaluate 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 misalignmentLead FiledWithdrawn with agreementEnvironment/Climate Change
2022JPMorgan ChaseEvaluate 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 misalignmentLead FiledWithdrawn with agreementEnvironment/Climate Change
2022Merck & 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 misalignmentLead FiledWithdrawn with agreementEnvironment/Climate Change
2022Union PacificEvaluate 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 misalignmentLead FiledWithdrawn with agreementEnvironment/Climate Change
2022UnitedHealth GroupEvaluate 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 misalignmentLead FiledWithdrawn with agreementEnvironment/Climate Change
2022CorVelReport on actions to enhance board diversity, such as implementing leading practice nominating and governance policies and proxy disclosureLead Filed36% supportEquality and Human Rights
2022CactusReport on actions to enhance board diversity, such as implementing leading practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2022Dollar GeneralCommit 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 FiledWithdrawn with agreementEquality and Human Rights
2022SEI InvestmentsCommit 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 FiledWithdrawn with agreementEquality and Human Rights
2022United Parcel ServiceReport 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 policyLead Filed30% supportGovernance
2022The Walt Disney CompanyReport 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 policyCo-Filed34% supportGovernance
2022Cathay General BancorpIssue an annual report describing the company’s environmental, social, and governance (ESG) policies, practices, and performance goals and metricsLead FiledWithdrawn with agreementGovernance
2022East West BancorpIssue an annual report describing the company’s environmental, social, and governance (ESG) policies, practices, and performance goals and metricsLead FiledWithdrawn with agreementGovernance
2022Green DotIssue an annual report describing the company’s environmental, social, and governance (ESG) policies, practices, and performance goals and metricsLead FiledWithdrawn with agreementGovernance
2023Texas RoadhouseDemonstrate if and how the company is aligning its business and supply chain with the goals of the Paris AgreementLead Filed40.4% supportEnvironment/Climate Change
2023AlphabetEvaluate 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 misalignmentCo-Lead Filed14.2% supportEnvironment/Climate Change
2023Medpace HoldingsReport on actions to enhance board diversity, such as implementing leading practice nominating and governance policies and proxy disclosureLead FiledWithdrawn with agreementEquality and Human Rights
2023United Parcel ServiceExpand disclosure of political expenditures and lobbying activities and disclose the policies and processes that guide this spendingLead FiledWithdrawn with agreementGovernance
2024Texas RoadhouseDemonstrate if and how the company is aligning its business and supply chain with the goals of the Paris AgreementLead filer27.95%Climate Risk
2024Expeditors International of WashingtonEstablish science-based GHG emissions reduction targets aligned with the goals of the Paris AgreementLead filer22%Climate Risk
2024Comfort SystemsEstablish science-based GHG emissions reduction targets aligned with the goals of the Paris AgreementLead filerWithdrawn with agreementClimate Risk
2024JPMorgan ChaseReport on the proportion of clients that are not aligned with a net zero pathway and subsequent efforts to meet financed emissions targetsCo-filer (As You Sow lead)SEC omittedClimate Risk
2024Valmont IndustriesCommit 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 filerWithdrawn with agreementEquality
2024ChemedIssue an annual report describing the company's environmental, social, and governance (ESG) policies, practices, and performance goals and metricsLead filerWithdrawn with agreementGovernance