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Oakmark Equity and Income Fund proxy voting record
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 2025-08-29 · open the filing · vote table (ProxyVotingTable.xml, 4.2 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 97.2% of the time across 36 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 19 | 0 | 0% |
| Workers & human rights | 5 | 0 | 0% |
| Pay equity & inclusion | 4 | 0 | 0% |
| Executive pay | 6 | 1 | 16.7% |
| Corporate governance | 14 | 4 | 28.6% |
| Other social issues | 7 | 0 | 0% |
Ballots it voted
Bank of America Corporation · 22 April 2025 · put on the ballot by shareholder · Climate & environment
Should Bank of America say whether its lobbying matches the climate targets it announces?
Shareholders asked the company to report on whether its own lobbying — and the lobbying done by the trade associations it funds — is consistent with the climate goals it publishes.
AGAINST Oakmark Equity and Income Fund voted with 2,212,121 shares
“Shareholder proposal request report on lobbying alignment with Bank of America's 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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Bank of America Corporation · 22 April 2025 · put on the ballot by shareholder · Climate & environment
Should Bank of America disclose what it finances, not just what it emits?
Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.
AGAINST Oakmark Equity and Income Fund voted with 2,212,121 shares
“Shareholder proposal requesting disclosure of energy financing ratio”
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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Alphabet Inc. · 6 June 2025 · put on the ballot by shareholder · Workforce & human rights
Should Alphabet assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Oakmark Equity and Income Fund voted with 1,028,800 shares
“Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA”
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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Alphabet Inc. · 6 June 2025 · put on the ballot by shareholder · Workforce & human rights
Should Alphabet assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Oakmark Equity and Income Fund voted with 1,028,800 shares
“Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad 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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Genuine Parts Company · 28 April 2025 · put on the ballot by shareholder · Pay equity & inclusion
Should Genuine Parts publish what its inclusion policies actually do for its workforce?
Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.
AGAINST Oakmark Equity and Income Fund voted with 329,500 shares
“Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts”
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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Deere & Company · 26 February 2025 · put on the ballot by shareholder · Pay equity & inclusion
Should an independent auditor examine how Deere & affects civil rights?
Shareholders asked the board to commission an independent, third-party audit of the company’s impact on civil rights and racial equity — its workforce, its customers and the communities it operates in — and to publish what the auditor finds.
AGAINST Oakmark Equity and Income Fund voted with 282,000 shares
“Shareholder proposal on a civil rights audit”
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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Comcast Corporation · 18 June 2025 · put on the ballot by shareholder · Executive pay
Should the gap between Comcast’s top executive pay and its typical worker’s pay count for something?
Shareholders asked the company to disclose the ratio between its highest-paid executive and its median employee — and, in the versions filed as a “pay ratio factor”, to take that ratio into account when the board sets executive pay rather than treating it as a footnote.
AGAINST Oakmark Equity and Income Fund voted with 1,699,200 shares
“Consider "CEO pay ratio factor" in executive compensation”
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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
Capital One Financial Corporation · 8 May 2025 · 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.
FOR Oakmark Equity and Income Fund voted with 480,200 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 2025-08-29 · accession 0001104659-25-085332 · series S000002760 · open the filing
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