Proxy Vote Update: Fidelity – (Voted 6/8/20)

June 8, 2020

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Below are the resources for and the results of our recent Proxy Vote on behalf of our clients:

  1. Vote for the election of of the following nominees:
    1. Dennis J. Dirks  – For
    2. Donald F. Donahue – For
    3. Bettina Doulton – For
    4. Vicki L. Fuller – For
    5. Patricia L. Kampling – For
    6. Alan J. Lacy – For
    7. Ned C. Lautenbach – For
    8. Robert A. Lawrence – For
    9. Joseph Mauriello – For
    10. Cornelia M. Small – For
    11. Garrett A. Smith – For
    12. David M. Thomas – For
    13. Susan Tomasky – For
    14. Michael E. Wiley – For
  2. To convert a fundamental investment policy to a non-fundamental policy, for certain funds – Against – changing the policy to non-fundamental dilutes shareholder decision-making power.
  3. For certain funds, the board avoids holding investments in companies that substantially contribute to genocide or crimes against humanity – For
Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.

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