Broadridge Issuer Disclosure Updates Oct 2024 - Shareholder Proposal Tool, Proxy Pulse and Proxy Design Handbook
Bob,
Hope you are doing well. Wanted to share 3 corporate governance-related items, available at the link below.
1. The current Shareholder Proposal Tool which aggregates shareholder proposals and voting results from meetings up to October 7.
2. Our annual Proxy Pulse, an analysis of 5 year proxy voting trends and a look ahead to 2025. Our report is unique because it provides actual data on the comparative voting sentiment of institutional and retail shareholders.
3. Our 2025 Proxy Design Handbook, featuring guidance and fresh examples of ways design is used to enhance disclosure around accountability, sustainability and engagement with shareholders.
Our financial printing, proxy design and SEC filing businesses continue to grow, and for periodic filings, we can get you a look at Transform, our cloud-based collaborative SEC filing software, or our purpose-built web-based Section 16 Filer.
Please let me know any questions.
John Hyland; Samuel Chafetz; Drew Yonchak; Tonya Grindon; Chris Douse; John Brewer; Curt Hidde; David Hooper; Michael Campbell; Ryan D. Thomas; Tatjana Paterno; Lori Morgan; Kris Kemp; Jonathan Stanley; Eric Knox; Mitchell Walker; Howard Lamar; Tyler Huseman; J. Allen Overby; Michael Kuffner; Devin Lintzenich; David Venturella; J. Page Davidson; Kevin Douglas; Scott Bell; Scott Holley; Laura Brothers; Nicholas Bessette; Frank Pellegrino; Sehrish Siddiqui; Oscar Thomas; Richard Mattern; David Marshburn; Kristin Dunavant; Whitney Robinson; Alison Shores; Jennifer Noonan; J. James Jenkins; Amy Roeder Norris; David Cox; Grant Hauss; Todd Rolapp; Sandra Murphy; Stephanie Hosler; Tyler Mark; Randall Wang; Vicki Westerhaus; Todd Kaye; Robert Endicott; William Cole; Kristofer Spreen; Arthur Hall; Leanne Novero; Janelle Blankenship; Christine Long; Griffin Foster; Daniel Boeglin; Adam Weinstock; Ryan Woessner; Jeffrey Brown; Mary Walter; Nicholas Mathioudakis; Maureen Gershanik; William Strench; James Giesel; Vickie Sims; Wade Kerrigan; Carrie English; Steve Carman; Kirstin Salzman; Bradley (Brad) Brasser; Hannah E. Fregolle; Michael Earley; Benjamin L. Stulberg; Kimberly J. Pustulka; Erin de la Mare; Andrew Thomas; Zachary Burkart; Jared Hasson; Andrew Iammarino; Michael Andreani; Grant Bilinovich; Michael Solecki; Helen Douglas; Robert Hayward; Laura Nance; Jeremy Liss; Dan Hoppe; Daniel Guerin; Sanford Perl; Paul Anderson; Ryan Harris; John Wilkes; James Rowe; Keith Crow; Bradley Reed; Kevin Frank; Alex Schwartz; Maggie Flores; Michael Keeley; Hannah Kropp; Cot Eversole; Ashley Sinclair; Craig Garvey; Ana Sempertegui; Eddy Leal; Corben Lee; Bradley Faris; Michael Pucker; Roderick Branch; Cathy Birkeland; Christopher Lueking; Scott Westhoff; Jonathan Sarna; Jonathan Solomon; Chris Drewry; KC Sands; Michael Hermsen; Bill Kucera; Edward Best; Jodi Simala; Stuart Litwin; Bruce Perce; James Patti; David Schuette; Frederick Fisher; Wendy Gallegos; Ryan Ferris; Mark Dunham; Kevin Sweeney; Ruben Chuquimia; Tim Van Hal; Kolin Holladay; Scott Aubry; Thomas Blank; David Mack; Martin Werner; Eric Britton; Kenny Terrero; Gary Gerstman; Beth Berg; Brian Fahrney; Andrea Reed; Pran Jha; Lindsey Smith; Christopher Hale; Chris Abbinante; Jeff Wysong; Brent Steele; Joseph Michaels; Jason Nichol; Richard Astle; Christine Duque; Imad Qasim; Tiffany Chan; Paul Choi; Jeffrey N. Smith; Dirk W. Andringa; John P. Kelsh; Shilpi Gupta; Rodd Schreiber; Charles Mulaney; Brian Duwe; Rachel Cohn; David Clark; Kimberly DeBeers; Benjamin Foster; Justin Levin; David Zagore; Julia Tosi; Cipriano Beredo III; Daniel Berick; Jenna Coogle; Haitao Zhang; James Barresi; Evan Toebbe; Jennifer Val; Samantha Caspar; Christopher Barrett; John Blatchford; Junaid Zubairi; Elizabeth (Betsy) Farrar; Adam Miller; Michael Martz; Kim Schaefer; Jason Osborn; Cabell Morris; Caryn Price; Chris Cobb; Cole Carter; Elizabeth Inman; Christine Connolly; John Sperino; Alana Griffin; Michael Hance; Christian Ulrich; Kevin Ball; John Franck; Natalie Harrison Cline; Denine Pritchett; Amy Beeson; Carter Todd; Nicole Daniel; Molly Benson; Rob DelPriore; Leslie Wolfgang; Clynton Namuo; Elliott Hoops; Scott Lynn; Paul Jullienne; Priya Galante; Beth Sims; Andrew Loope; Michael Collier; Glen Nickle; Allison Fletcher; Justin Whittenburg; Nicole Sudhindra; William Rowe; Addison Braendel; Jonathan Temps; Thomas Hughes; Christopher Bartoli; Michael DeFranco; Shenna Johnson; Jessica Schmiege; Joann Murphy; Jennifer D'Alessandro; Rebecca Kent; Meagan Jones; Jackie Prester; Jurgita Ashley; Thomas Aldrich; Derek Bork; Joseph DeHondt; John J. Harrington; Suzanne Hanselman; Janet Spreen; Claudia Cash; Samuel Toth; Robert Rupp; Joseph Boeckman; Gregory Hayes; Vincent Sanchez; Hugette Randolph; Bill Mahood; Donald Figliulo; Jane Arnold; Larry Barden; Matthew Johnson; Teresa Harmon; Taylor Ashley; Ryan Hoffman; Price Wilson; Andrea Orr; Susan Sidwell; Brian Sims; John Fuller; Mark Manner; Greg Stevens; Kurt Vincent; Brad Hart; Lauren Brown; Al Bright; Julie Walker; B. Riney Green; Bradley Arnett; Keith Bice; Joshua Halpern; Dominic DiPuccio; Mark Fazio; Arthur McMahon; Irv Berliner; Bryar Brandvold; John Ablan; Esther Chang; Mark Miller; Gary Brown; Wes Scott; Jason Epstein; Kevin Tran; Nathan Kibler; Lauren Anderson; Michele Kloeppel; David Kaufman; Rachel Goddard; Laurie Bauer; Erin Kirchner; Gregory Grossman; Courtney Tygesson; Christina Roupas; Elizabeth Moore; Gregory Pease; Talley Wood; Matthew Bergmann; Kyle Gann; Allison Westfall; Steve Wood; D. Lee Flaherty; Leigh Walton; Sam Paullin; Alaina DeBona; Maya Rahwanji; Jeremy Hill; Tonya Vachirasomboon; Melanie Fangman; Mark Reuter; Brock Denton; Laura Billiter; Nathan Davis; Adam Arnett; Steve Flores; Christina McIntyre; Jolene Mermis; Allie Walker; Rocky Robins; Rob Holladay; Leigh Ann Stach; Hannah Kim; Melissa Nazzoli; Raanan Lefkovitz; Jennifer Woods; Jamie Webb; Paul Maple; Cynthia Mull; Elisa Watts; Todd Vogel; Anne Eisele; Matt Sloustcher; Martin Sheehan; Josh McCreary; Kimberly Ouimet; Kimberly Burke; Gina Beredo; Ed Moore; Colleen Kimmel; Michael Berner; Jon Massimino; Kathleen Boege; Stacy Rankin; Oriana Pietrangelo; Dominique Fry; Michael Holley; Steve Mollichella; Cliff Jenks; Michael Ben; Donald Kunz; Jeffrey Kuras; Phil Torrence; James Romaker; Chris Edmunds; Darron Flagg; Mike Dailey; Christian Gonzalez; Alexa Berlin; Spencer Kirton; Nick Pappas; Cole Eason; Nick Tooker; Chase Rosson; Mark Johnson; Ryan Hudson; Katy Martinez; John Keny; Katie Holahan; Whitney Burnley; Wendy Watson; Mark Austin; Sarah Guthrie; Anthony Ramicone; Edward Steiner; Susan Brown; Brian Feezel; Emily Johns; Hayley Johnson; KIm Dudek; Alex Parrish; Garrett Packer; Tracy Larsen; Neil Connolly; Robert Hayward; Robert Goedert; Edwin del Hierro; Chris Johnson; Andrew Rutsky; Guy Lawson; Scott Herpich; Cody Kofoid; Mark A. Scudder; Heidi Hornung-Scherr; Heather Schroer; Jessica Li; Frank Esposito; Colleen Geib; Michael Helmer; Scott Gootee; Bob Monroe; Greg Johnson; Jennifer Kim; Julia Miller; Patrick Doyle; Sarah Tribout; Vernicka Shaw; Stephen Hinton; Frank Mahr; Britny Hawk; Wen Butcher; Nicole D'Amato; Vincent Smith; Sam Katz; Sharon Stratton; Steve Robbins; Cindy Young; Gabrielle Galante; Patton Webb; Ellen Gurley; Jon Young; Paul Adler; Nathan Evans; Madeline Costanzo; James Graham; Adam Munson; Lauren Morris; Debi Fronius; Susanne Miller; Christina Wheeler; Kathryn Singer; Ryan Faulkingham; Jill Ritchie; Samantha Janssen; Lauren Smith; Katie Reinsmidt; Amy Abrams; Michael Bodayle; Mollie Condra; Mary Winn Pilkington; Kevin Walker; Brendan Maiorana; Isabelle Dinerman; Grant Sharp; Parker Davis; Christina Thomas; Kate Vandenberg; Alexander Al-Doory; Fred Summer; Debbie Harris; Blake Guy; Tyler Clark; Sean Gaffney; Brittany McCants; Lori Metrock; Matthew Strumph; Kyle Healy; Dave Brown; Jennifer Commander; Kyle Ricketts; Laura Sirianni; La Sonia Moss; Joelle Livorse; Jonathan Awner; Gabby Gaudet; Esther Moreno; Stephen Roddenberry; David E. Brown; Aaron Dixon; Martin Dozier; Lizzie Dunn; Alyssa Dunn; Russell Hilton; Will Hooper; Justin Howard; Mark Kanaly; Allison Levasseur; Matthew Mamak; Bhanu Mathur; Eric Mattingly; Teri McMahon; Julie Mediamolle; Scott Ortwein; David Park; Alex Park; Mark Ray; Rosemarie Thurston; Kerry Wenzel; Mark McElreath; Rebecca Valentino; David Brown; Jeffrey Decker; Gabby Haddad; Jay H. Knight; Taylor Wirth; Annie Batcheller; David Kitchin; Mary Nobles Hancock; Michael Miaoulis; Andy Robison; Laura Washburn; Jordan Smart; Adrian Szycowski; Ben Glicklich; John Titus; Eliot Robinson; Lindsay Cross; Adam Bloom; Katherine Denby; Heather Sanborn; Gabriel de Corral; Robert Bergdolt; Richard Cutshall; Justin Kleckner; Brandon Pelly; Flora Perez; Drew Altman; Alan Annex; Kara MacCullough; Lori Rosenberg; Amanda Barbour; Stacy Thomas; Bradley Houser; Ira Rosner; Caitlin Simkins; Tom McAleavey; Gabriella Guariniello; Mike Mills; Kristin Padgett; Shane Segarra; Steven Barrett; Bert Seefeldt; Bryan Tehrani; Karla Morris-Holmes; Bryan Davis; Matt Gobel; Mark Hanson; Joanna Heiberg Sutton; Joel May; Katherine McClintock; Justin McKithen; Krunal Shah; Thomas "Spike" Short; Carol Starnes; Darcy White; Edward Winslow; Niko Eren; Lorne Cantor; Justin Walters; Mike Waters; Erin Fogarty; Clayton Parker; John Anderson; Zachary L. Cochran; Zachary J. Davis; Molly Haren; Justin King; Rahul Patel; Cal Smith; Keith Townsend; Billy Padula; Savannah Padgett; Matthew Davis; Dana Waterman; Daniel Breslin; Chelsea Carlson; Greer Gaddie; Ben Winnett; Robert Laird; Bob Dow; Tim Gregg; Maggie Johnson Cornelius; Jeff Rogers; Beth Garner; Justin Jackson; Charles Vaughn; Joel Hughey; Michael Rafter; Julio Esquivel; Jordan Lemoine; Juan Delgado; Axel Miranda; Lori Gelchion; Bob Hussle; Brink Dickerson; Paul Fancher; David Ghegan; Mary Katherine Rawls; James Stevens; Brendan Thomas; Travis Williamson; Jennifer Zanieski; Gregory Wright; Reid Avett; Matthew Homan; Sid Shenoy; Halle Vakani; KC White; Stefanie Holland; Chris Visick; Julio Pena; Ivan Trujillo; Randy Hutto; Jody Spencer; George Villasana; Tiffanie Moore; Nancie Mauffray; Pamela Roper; Alan Rosselot; Steve Leasure; Stephen Hughes; Daniel Fishbein; Jack Callicutt; Bert Nappier; Tim Walsh; Rebecca Clary; Luis Sanay; Caroline Keen; Debby White; Susie Prewitt; Sally Davis; Paul Ney; Todd King; Elizabeth Townsend; Andrew Nix; Liz Keogh; Mary Maurice Young; Jane Kamenz; Jennifer Manning; Neil Simon; Matt Bell; Denson N. Franklin III; Paul Ingram; Eric Kocsis; Curt Phillips; Peggy Foran; Kaylee Rose; Shequitta Parker; Yossi Almani; Serena Kenost; Christie Dasek-Kaine; Jon Otto; Kyle Beck; Peter Flynn; Nicole Wehry; Elizabeth Southern; Edward Garitty; Frank Graziano; Amanda Butler; Mary Kubiuk; Matt Burnstein; Brent Hill; Savannah Warriner; Sherman Jung; Gabe Katz; Kinsha Swain; Jon Young; Michael Pierson; Elna Klein-Kolarich; Tiffany Williams; Tom Mila; John Fischer; Vandy Fitzpatrick; Geri Conn; Helen Brown; Kristi Crawford; Steve Payette; Ted Scartz; Sue Perram; Chase Sanders; Dru Anderson; Heather Douglas; Jason Moschner; Lee Bagwell; Carrie Ryan; Adam Larson; Jay Redd; Barbara Dittmer; Martin Oberst; Andrew Storm; Erin Kloenne; Emily Faber-Densley; Kandace Heintzelman; Angela Winter; Hima Puligadda; Matt DeBerry; Goodloe Partee; Toby Merchant; Holly Brodesser; Adriana Mitchell; Kate Scully; Nicole Valdivieso; Wade Sheek; Analisa Padilla; Octavia Spencer; Andrew Surdykowski; Chris Moriarty; Aaron Yarger; Kathryn Salo; Harold Herman; Sajid Ajmeri; Nicole Passias; Raj Dave; Andrew LaFrence; Leah Hutton; Connie Eiseman; Collin Smyser; Sarah Kim; Debbie Tate Johnson; John Matter; Jane Giannone; Brenda Davis; Mark Jeanfreau; Karla Albite; Jennifer Hutcheson; Carrie Ratliff; Chris Johnson; Nikul Patel; Glen Allen; Frank Hughes; Nathan Strall; Laura Hewett; Bryant Reeves; Austin Elliott; Katherine McClintock; Edward Bonapfel; Marianna Faircloth; Jacob Ashcraft; Lynne Lewis; Lauren Dunbar; Kurt Barton; Stacey Jagielski; Jeff Zanotti; Lisa Taylor; Christina Sherrill; Aurora Plasari; Brian Welty; Kate Joss; Diana Thompson; Elise Paeffgen; Tyler Saenz; Alex Plakas; Josh Samek; Evan Kanter; Luis Velez; Mark Hanley; Naomi Duru; Bradley Brodie; Joyce Park; Joshua Samek; Howard Herndon; Katie Drees; Charlotte McLaughlin; John Faldetta; Julie Morgan; Helen Brown; Renuka Raman Prashanth; Peter Rivas; Althia Davis; Whitney Lyons; Heidi Quandt; Nicole Mauney; Kristi Oberheu; Lindsay Schall; Bob Lucas; Rechell Smith; Colleen Haley; Sarah Bartlett; Abigail Jeck; Emilie McLaughlin; Beth MacDonald; Kathryn Salo; Stephany Goyla; Travis Jackson; Stephanie Middleton; Dana Hambly; Jared Brandman; Libby Barwick; Adam Perlish; Christine Hermann; Keith Robinson; John Ward; Harold Bevis; Peter Gedeon; Omar Chaudhary; Tyler Adkins; Kristie Waugh; Colton Wages; Indira Sordo; Tammy Zollner; Monica Howard Douglas; Chandra B. Kidd; Lisa Walters; Howard Ember; Jeff Kist; Noni Ellison; Margaret English; Jan Stapleton; Erin Reeves McGinnis; Joseph Amsbary; Joel Williams; Elsa Ballard; Curt Creely; Megan Odroniec; Jay Nixon; Chase Cole; Ignacio De La Huerta; Colin Luke; David Clay; Don Moody; Marlee Mitchell; Miranda Kelley; Ted Lenz; MaryEllen Pickrell; Brent Moreland; Stephen Quinn; Nick Rew; Allison O'Garrow; Richard Wills; Justin Hay; Haley Mullins; Shashi Khiani; Aaron Burnside; Sam Huryn; Camille Pollutro; Paul DiPadua; Cherita Thomas; Rebekah Richards; Stillman Hanson; Beth Dobson; Jami Statham; Diana Bradley; Paolo Correia; Dean Brazier; Aaron Broholm; Neil Kinnebrew; Stacy Geer; Suzanne Goldberg; Joe Wolfe; Brian Decker;
Shareholder Proposal Tool - October 17 2024.xlsx
2024 Proxy Pulse Report.pdf
Proxy Design Handbook.pdf