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Tax-Aware Overlay A Portfolio (SATOX) 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
Bernstein Sanford C Fund 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 Bernstein Sanford C Fund on 2026-08-28 · open the filing · vote table (proxytable.xml, 24 MB)
TickersSATOX (Class 1), SATTX (Class 2) · 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. Counted by this fund’s own filing alone, 1 of its 312 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 87.9% of the time across 454 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 63 | 12 | 19% |
| Workers & human rights | 15 | 2 | 13.3% |
| Pay equity & inclusion | 6 | 2 | 33.3% |
| Executive pay | 8 | 2 | 25% |
| Corporate governance | 143 | 59 | 41.3% |
| Other social issues | 48 | 6 | 12.5% |
Ballots it voted
NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment
Should Nvidia 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 Tax-Aware Overlay A Portfolio voted with 167,925 shares
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should Wells Fargo 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.
FOR Tax-Aware Overlay A Portfolio voted with 83,893 shares
“Shareholder Proposal - Energy Supply Ratio.”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
Walmart Inc. · 4 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should Walmart explain how its board oversees the safety of the people who work for it?
Shareholders asked for a report on how health and safety is actually governed — who on the board is accountable, what the company measures, how injuries and fatalities are counted, and whether contractors and temporary workers are covered by the same standards as employees.
AGAINST Tax-Aware Overlay A Portfolio voted with 35,990 shares
“Report on Workplace Health and Safety Governance”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Meta Platforms 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 Tax-Aware Overlay A Portfolio voted with 25,372 shares
“A shareholder proposal regarding report on human rights due diligence.”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Coca-Cola 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 Tax-Aware Overlay A Portfolio voted with 69,646 shares
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
AT&T Inc. · 14 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should AT&T publish the workforce breakdown it already files with the government?
Shareholders asked the company to publish its EEO-1 report — the table of employees by job category, race and sex that it is already required to submit to federal regulators — instead of keeping it confidential.
FOR Tax-Aware Overlay A Portfolio voted with 17,176 shares
“EEO-1 Report Disclosure Policy”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
NTT, Inc. · 18 June 2026 · put on the ballot by shareholder · Executive pay
Approve Deep Discount Stock Option Plan
AGAINST Tax-Aware Overlay A Portfolio voted with 252,040 shares
“Approve Deep Discount Stock Option Plan”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
FOR Tax-Aware Overlay A Portfolio voted with 25,372 shares
“A shareholder proposal regarding annual vote regarding executive pay.”
SourceBernstein Sanford C Fund, Form N-PX filed 2026-08-28 · accession 0000919574-26-005873 · series S000027648 · open the filing
Other funds Bernstein Sanford C Fund votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.