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Oakmark Equity and Income Fund (OAKBX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Harris Associates Investment Trust 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 Harris Associates Investment Trust on 2026-08-31 · open the filing · vote table (proxytable.xml, 4.1 MB)
TickersOAKBX (Investor Class), OAYBX (Advisor Class), OANBX (Institutional Class), OAZBX (R6 Class) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 100% of the time across 36 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 11 | 0 | 0% |
| Executive pay | 1 | 0 | 0% |
| Corporate governance | 22 | 1 | 4.5% |
| Other social issues | 13 | 0 | 0% |
Ballots it voted
Mondelez International, Inc. · 20 May 2026 · put on the ballot by shareholder · Climate & environment
Should Mondelez International report on the single-use plastic it puts into the world?
Shareholders asked for a report on how much single-use plastic packaging the company uses, the risks that creates as regulation tightens, and what it plans to do to reduce it.
AGAINST Oakmark Equity and Income Fund voted with 849,200 shares
“Shareholder proposal requesting a report on objective evaluation of plastics packaging policies”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Alphabet Inc. · 5 June 2026 · put on the ballot by shareholder · Climate & environment
Should Alphabet 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.
AGAINST Oakmark Equity and Income Fund voted with 673,700 shares
“Shareholder proposal regarding an enhanced disclosure on climate goals”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Capital One Financial Corporation · 8 May 2026 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before Capital One Financial 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.
AGAINST Oakmark Equity and Income Fund voted with 453,500 shares
“Stockholder proposal to require a shareholder vote on golden parachute arrangements.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Ally Financial Inc. · 6 May 2026 · put on the ballot by shareholder
To Reduce Threshold for Shareholders to Call Special Meetings.
AGAINST Oakmark Equity and Income Fund voted with 2,331,400 shares
“Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Comcast Corporation · 10 June 2026 · put on the ballot by shareholder
Should the person who runs Comcast 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 Oakmark Equity and Income Fund voted with 1,932,800 shares
“Adopt policy to have an independent chair”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Bank of America Corporation · 4 May 2026 · put on the ballot by shareholder · Social
Should Bank of America’s board account for how animals are treated in its supply chain?
Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.
AGAINST Oakmark Equity and Income Fund voted with 1,457,121 shares
“Shareholder proposal requesting report on board oversight of risks related to animal welfare”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Airbnb, Inc. · 5 June 2026 · put on the ballot by shareholder · Social
Report on discrimination in charitable support;
AGAINST Oakmark Equity and Income Fund voted with 775,000 shares
“Report on discrimination in charitable support;”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceHarris Associates Investment Trust, Form N-PX filed 2026-08-31 · accession 0001104659-26-103685 · series S000002760 · open the filing
Other funds Harris Associates Investment Trust votes
The same filer reports these alongside this one, in the same annual filing.
Retirement plans that offer it
Vote these ballots yourself
See how you would have voted, then what this fund did — one card at a time. Open the full ballot deck for this fund →