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MFS Mid Cap Growth Fund proxy voting record

Mfs Series Trust Iv files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.

SourceProxy-voting record filed by Mfs Series Trust Iv on 2025-08-28 · open the filing · vote table (ProxyVotingTable.xml, 5.4 MB)

How it voted, by issue

Proposals are grouped by the subject the filer itself recorded. On management's own executive pay resolutions, this fund voted in favour 89.9% of the time across 69 votes.

IssueProposals facedBackedShare backed
Climate & environment11100%
Pay equity & inclusion11100%
Executive pay2150%
Corporate governance12650%
Other social issues3133.3%

Ballots it voted

BJ's Wholesale Club Holdings, Inc. · 19 June 2025 · put on the ballot by shareholder · Climate & environment

Should BJ's Wholesale Club Holdings publish a fuller account of its emissions and how it plans to cut them?

Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.

FOR  MFS Mid Cap Growth Fund voted with 1,142,075 shares

“Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

DraftKings Inc. · 19 May 2025 · put on the ballot by shareholder · Pay equity & inclusion

Should DraftKings disclose, or change, who sits on its board?

Shareholders asked the company to publish a board skills-and-diversity matrix, or to commit to a minimum representation of women among its directors.

FOR  MFS Mid Cap Growth Fund voted with 5,027,387 shares

“To consider a shareholder proposal regarding board matrix disclosure.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

O'Reilly Automotive, Inc. · 15 May 2025 · put on the ballot by shareholder · Executive pay

Should O'Reilly Automotive be able to take back pay awarded on results that turn out to be wrong?

Shareholders asked the board to strengthen its clawback policy, so that bonuses and share awards can be recovered when they were earned on misstated results or on conduct that later causes the company harm.

AGAINST  MFS Mid Cap Growth Fund voted with 148,066 shares

“Shareholder proposal entitled "Support Improved Clawback Policy for Unearned Executive Pay."”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

Synopsys, Inc. · 10 April 2025 · put on the ballot by shareholder · Executive pay

Should shareholders get a vote before Synopsys pays a departing executive?

Shareholders asked the company to seek shareholder approval for any severance package to a senior executive above a set multiple of salary and bonus — so that very large exit payments cannot be agreed by the board alone.

FOR  MFS Mid Cap Growth Fund voted with 84,567 shares

“To vote on a stockholder proposal regarding shareholder ratification of golden parachutes, if properly presented at the meeting.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

Chipotle Mexican Grill, Inc. · 11 June 2025 · put on the ballot by shareholder

Should the person who runs Chipotle Mexican Grill also chair the board that supervises them?

Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.

AGAINST  MFS Mid Cap Growth Fund voted with 2,031,403 shares

“Shareholder Proposal - Requesting an independent Board Chair.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

Agilent Technologies, Inc. · 13 March 2025 · put on the ballot by shareholder

Should every Agilent Technologies director face election every year?

Shareholders asked the company to end its staggered board, so that all directors stand for election annually rather than once every three years.

FOR  MFS Mid Cap Growth Fund voted with 1,161,250 shares

“To elect each director annually.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

CoStar Group, Inc. · 26 June 2025 · put on the ballot by shareholder · Social

Should CoStar Group disclose the politics its money pays for?

Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.

FOR  MFS Mid Cap Growth Fund voted with 2,361,457 shares

“Stockholder proposal regarding support for transparency in political spending, if properly presented.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

Tyler Technologies, Inc. · 6 May 2025 · put on the ballot by shareholder · Social

Should Tyler Technologies disclose the politics its money pays for?

Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.

AGAINST  MFS Mid Cap Growth Fund voted with 553,291 shares

“Shareholder Proposal Regarding Political Spending.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust Iv, Form N-PX filed 2025-08-28 · accession 0001104659-25-084692 · series S000002434 · open the filing

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