Faith through advocacy
Shareholder resolutions filed by SGI members advocate for companies to build a more just and sustainable world.
Our members' shareholder resolutions
Through regular engagement with corporations, SGI provides its members tailored instruction – including developing shareholder proposals and agendas – and guidance, giving them the opportunity to make a significant impact through their investments.
SGI members filed over 50 shareholder resolutions with large corporations during the 2023 and 2022 proxy seasons, including Exxon Mobil, Meta/Facebook, Walmart and Chevron.
The following shareholder resolutions were filed/co-filed by SGI members. 2026 filings will become available in January 2026.
Past shareholder resolutions
The following shareholder resolutions were filed/co-filed by members of the SGI during the 2023-2017 proxy season.
| YEAR | FOCUS AREA | COMPANY | SGI FILER/CO-FILER | OUTCOME |
|---|---|---|---|---|
| 2023 | Climate Crisis: Climate Financing | J P Morgan Chase | Grand Rapids Dominicans | 8% of AGM vote |
| 2023 | Climate Crisis: Climate Financing | J P Morgan Chase | Dana Investment Advisors, Inc., Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | 35.4% of AGM vote |
| 2023 | Climate Crisis: Climate Financing | Bank of America | Grand Rapids Dominicans | 7% of AGM vote |
| 2023 | Climate Crisis: Climate Financing | Wells Fargo | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | 8.5% of AGM vote |
| 2023 | Climate Crisis: Carbon Asset Risk | Exxon Mobil | School Sisters of Notre Dame, Central Pacific Province | 16% of AGM vote |
| 2023 | Climate Crisis: Carbon Asset Risk | Exxon Mobil | Province of St. Joseph of the Capuchin Order | 13.3% of AGM vote |
| 2023 | Climate Crisis: Carbon Asset Risk | Exxon Mobil | Grand Rapids Dominicans | 18.4% of AGM vote |
| 2023 | Climate Crisis: Carbon Asset Risk | Exxon Mobil | Dana Investment Advisors, Inc. | 36.4% of AGM vote |
| 2023 | Climate Crisis: Carbon Asset Risk | Valero | Sisters of St. Francis (Dubuque, IA) | 32% of AGM vote |
| 2023 | Climate Crisis: Climate Lobbying | Amazon | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | 23.9% of AGM vote |
| 2023 | Climate Crisis: Climate Lobbying | Alphabet Exempt Solicitation | Grand Rapids Dominicans, Dana Investment Advisors, Inc. | 14.2% of AGM vote |
| 2023 | Climate Crisis: Climate Lobbying | Walmart | School Sisters of Notre Dame, Central Pacific Province | Withdrawn |
| 2023 | Climate Crisis: Climate Lobbying | Exxon Mobil | Dana Investment Advisors, Inc. | Withdrawn |
| 2023 | Corporate Governance: Separate Chair/ CEO | Exxon Mobil | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2023 | Corporate Governance: Separate Chair & CEO | Bristol-Myers Squibb | Grand Rapids Dominicans | 45% of AGM vote |
| 2023 | Corporate Governance: Separate Chair & CEO | Meta/Facebook | Grand Rapids Dominicans | 16% of AGM vote |
| 2023 | Corporate Governance: Diversity & Inclusion | Alphabet | Sisters of St. Francis (Dubuque, IA) | 5% of AGM vote |
| 2023 | Corporate Governance: Lobbying & Political Spending | AbbVie | Dana Investment Advisors, Inc. | Omitted |
| 2023 | Corporate Governance: Lobbying & Political Spending | Abbott Laboratories Exempt Solicitation | Province of St. Joseph of the Capuchin Order | 34.7% of AGM vote |
| 2023 | Corporate Governance: Lobbying & Political Spending | Altria | Sisters of St. Joseph of Carondolet (St. Paul Province) | Withdrawn |
| 2023 | Corporate Governance: Lobbying & Political Spending | Boeing Exempt Solicitation | Province of St. Joseph of the Capuchin Order | 40.6% of AGM vote |
| 2023 | Corporate Governance: Lobbying & Political Spending | Exxon Mobil | Grand Rapids Dominicans | Withdrawn |
| 2023 | Corporate Governance: Lobbying & Political Spending | Walt Disney Exempt Solicitation | Mercy Investment Services | 32% of AGM vote. |
| 2023 | Corporate Governance: Lobbying & Political Spending | UPS Proxy Memo | Sisters of St. Francis (Dubuque, IA) | 30% of AGM vote |
| 2023 | Food Justice: Sustainable forestry and agriculture | Kroger | Schools Sisters of Notre Dame, Central-Pacific Province | Withdrawn |
| 2023 | Food Justice: Sustainable forestry and agriculture | Post Holdings | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | Withdrawn |
| 2023 | Food Justice: Reduce Plastics | Amazon | Dana Investment Advisors, Inc. | 48.9% of AGM vote |
| 2023 | Water Stewardship: Corporate Water Impacts | Kraft Heinz Proxy Memo | Mercy Investment Services, Province of St. Joseph of the Capuchin Order, Sinsinawa Dominicans | 7% of AGM vote |
| 2023 | Human Rights: Supply Chain | TJX | Racine Dominicans | 24.6% of AGM vote |
| 2023 | Human Rights: Supply Chain | Caterpillar Exempt Solicitation | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | 14.2% of AGM vote |
| 2023 | Human Rights: Supply Chain | Amazon | Sisters of St. Francis (Dubuque, IA) | 22.2% of AGM vote |
| 2023 | Human Rights: Supply Chain | Amazon | Province of St. Joseph of the Capuchin Order | 40.3% of AGM vote |
| 2023 | Human Rights: Supply Chain | Chevron | Riverwater Partners, Grand Rapids Dominicans | 12% of AGM vote |
| 2023 | Human Rights: Digital Rights | Alphabet | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | |
| 2023 | Human Rights: Wages & Benefits | Walmart Exempt Solicitation | Franciscan Sisters of Perpetual Adoration (La Crosse, WI), Dana Investment Advisors, Inc., Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 13.4% of AGM vote |
| 2023 | Human Rights: Wages & Benefits | Kroger Exempt Solicitation | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD), Sisters of St. Francis (Dubuque, IA) | 29.5% of AGM vote |
| 2023 | Human Rights: Wages & Benefits | Dine Brands Exempt Solicitation | Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 12% of AGM vote |
| 2023 | Human Rights: Sex Trafficking | Meta/ Facebook | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD), Dana Investment Advisors, Inc. | 17.3% of AGM vote |
| 2023 | Human Rights: Gun Safety | Smith & Wesson Exempt Solicitation | School Sisters of Notre Dame, Central Pacific Province | Going to a vote |
| 2023 | Human Rights: Racial Justice and Immigrant Rights | Costco Exempt Resolution | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | 17.3% of AGM vote |
| 2023 | Human Rights: Racial Justice and Immigrant Rights | Chevron Exempt Solicitation | Dana Investment Advisors, Inc., School Sisters of Notre Dame, Central Pacific Province, Sisters of St. Francis (Dubuque, IA) | 48$ of AGM vote |
| 2023 | Health: Tobacco | Altria | Province of St. Joseph of the Capuchin Order | 62.2% of AGM vote |
| 2023 | Health: Tobacco | Philip Morris International Exempt Solicitation | Province of St. Joseph of the Capuchin Order, Sisters of St. Joseph of Carondolet (St. Paul Province) | 2% of AGM vote |
| 2023 | Health: Tobacco | Walgreens Boot Alliance | Grand Rapids Dominicans | 11.4% of AGM vote |
| 2023 | Health: Anticompetitive Practices | Pfizer | Sisters of St. Francis (Dubuque, IA) | 30.4% of AGM vote |
| 2023 | Health: Affordability of Medicines | Pfizer | Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | Withdrawn |
| 2023 | Health: Anticompetitive Practices | AbbVie | Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 32.8% of AGM vote |
| 2023 | Health: Lobbying Alignment | Amgen | Mercy Investment Services, Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA), Grand Rapids Dominicans | Withdrawn |
| 2023 | Health: Lobbying Alignment | Eli Lilly | School Sisters of Notre Dame, Central Pacific Province | 34% of AGM vote |
| 2023 | Health: Anticompetitive Practices | Eli Lilly | Mercy Investment Services | 22.8% of AGM vote |
| 2023 | Health: Lobbying Alignment | Biogen | Grand Rapids Dominicans | Withdrawn |
| 2023 | Health: Lobbying Alignment | Gilead | Grand Rapids Dominicans | 43,3% of AGM vote |
| 2023 | Health: Anticompetitive Practices | Gilead | Mercy Investment Services | 39.6% of AGM vote |
| 2022 | Climate Crisis: Science Based Targets (SBT) | TJX | Sisters of St. Francis of Assisi | Withdrawn |
| 2022 | Climate Crisis: Science Based Targets (SBT) | DTE | Province of St. Joseph of the Capuchin Order, Grand Rapids Dominicans | 28% of AGM vote |
| 2022 | Climate Crisis: Science Based Targets (SBT) | MGE | School Sisters of St. Francis, Sinsinawa Dominicans | Withdrawn |
| 2022 | Climate Crisis: Science Based Targets (SBT) | CMS | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | Withdrawn |
| 2022 | Climate Crisis: Climate Financing | JP Morgan Chase | Dana Investment Advisors, Inc., Grand Rapids Dominicans, Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD), | 10.9% of AGM vote |
| 2022 | Climate Crisis: Climate Financing | Wells Fargo | Sisters of St. Francis (Dubuque, IA) | 11% of AGM vote |
| 2022 | Climate Crisis: Carbon Asset Risk | Exxon Mobil | Province of St. Joseph of the Capuchin Order, School Sisters of Notre Dame, Central Pacific Province | 52% of AGM vote |
| 2022 | Climate Crisis: Carbon Asset Risk | Valero Proxy Memo | Sisters of St. Francis (Dubuque, IA) | 47% of AGM vote |
| 2022 | Climate Crisis: Climate Lobbying | UPS Exempt Solicitation | Grand Rapids Dominicans | 33% of AGM vote |
| 2022 | Climate Crisis: Climate Lobbying | Amazon | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | Withdrawn |
| 2022 | Climate Crisis: Climate Lobbying | Alphabet Exempt Solicitation | Grand Rapids Dominicans, Dana Investment Advisors, Inc. | 195 of AGM vote |
| 2022 | Climate Crisis: Climate Lobbying | Walmart | School Sisters of Notre Dame, Central Pacific Province | Withdrawn |
| 2022 | Climate Crisis: Climate Lobbying | Exxon Mobil | Dana Investment Advisors, Inc. | Withdrawn |
| 2022 | Corporate Governance: Separate Chair/ CEO | Exxon Mobil | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2022 | Corporate Governance: Separate Chair & CEO | Bristol-Myers Squibb | Grand Rapids Dominicans | 45% of AGM vote |
| 2022 | Corporate Governance: Separate Chair & CEO | Meta/Facebook | Grand Rapids Dominicans | 16% of AGM vote |
| 2022 | Corporate Governance: Diversity & Inclusion | Alphabet | Sisters of St. Francis (Dubuque, IA) | 5% of AGM vote |
| 2022 | Corporate Governance: Lobbying & Political Spending | AbbVie | Dana Investment Advisors, Inc. | Omitted |
| 2022 | Corporate Governance: Lobbying & Political Spending | Abbott Laboratories Exempt Solicitation | Province of St. Joseph of the Capuchin Order | 34.7% of AGM vote |
| 2022 | Corporate Governance: Lobbying & Political Spending | Altria | Sisters of St. Joseph of Carondolet (St. Paul Province) | Withdrawn |
| 2022 | Corporate Governance: Lobbying & Political Spending | Boeing Exempt Solicitation | Province of St. Joseph of the Capuchin Order | 40.6% of AGM vote |
| 2022 | Corporate Governance: Lobbying & Political Spending | Exxon Mobil | Grand Rapids Dominicans | Withdrawn |
| 2022 | Corporate Governance: Lobbying & Political Spending | Walt Disney Exempt Solicitation | Mercy Investment Services | 32% of AGM vote. |
| 2022 | Corporate Governance: Lobbying & Political Spending | UPS Proxy Memo | Sisters of St. Francis (Dubuque, IA) | 30% of AGM vote |
| 2022 | Food Justice: Sustainable forestry and agriculture | Kroger | Schools Sisters of Notre Dame, Central-Pacific Province | Withdrawn |
| 2022 | Food Justice: Sustainable forestry and agriculture | Post Holdings | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | Withdrawn |
| 2022 | Food Justice: Reduce Plastics | Amazon | Dana Investment Advisors, Inc. | 48.9% of AGM vote |
| 2022 | Water Stewardship: Corporate Water Impacts | Kraft Heinz Proxy Memo | Mercy Investment Services, Province of St. Joseph of the Capuchin Order, Sinsinawa Dominicans | 7% of AGM vote |
| 2022 | Human Rights: Supply Chain | TJX | Racine Dominicans | 24.6% of AGM vote |
| 2022 | Human Rights: Supply Chain | Caterpillar Exempt Solicitation | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | 10.5% of AGM vote |
| 2022 | Human Rights: Supply Chain | Amazon | Sisters of St. Francis (Dubuque, IA) | 22.2% of AGM vote |
| 2022 | Human Rights: Supply Chain | Amazon | Province of St. Joseph of the Capuchin Order | 40.3% of AGM vote |
| 2022 | Human Rights: Supply Chain | Chevron | Riverwater Partners, Grand Rapids Dominicans | 12% of AGM vote |
| 2022 | Human Rights: Digital Rights | Alphabet | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | |
| 2022 | Human Rights: Wages & Benefits | Walmart Exempt Solicitation | Franciscan Sisters of Perpetual Adoration (La Crosse, WI), Dana Investment Advisors, Inc., Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 13.4% of AGM vote |
| 2022 | Human Rights: Wages & Benefits | Kroger Exempt Solicitation | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD), Sisters of St. Francis (Dubuque, IA) | 29.5% of AGM vote |
| 2022 | Human Rights: Wages & Benefits | Dine Brands Exempt Solicitation | Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 12% of AGM vote |
| 2022 | Human Rights: Sex Trafficking | Meta/ Facebook | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD), Dana Investment Advisors, Inc. | 17.3% of AGM vote |
| 2022 | Human Rights: Gun Safety | Sturm Ruger | Sinsinawa Dominicans | 68.5% of AGM vote |
| 2022 | Human Rights: Racial Justice and Immigrant Rights | Costco Exempt Resolution | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | 17.3% of AGM vote |
| 2022 | Human Rights: Racial Justice and Immigrant Rights | Chevron Exempt Solicitation | Dana Investment Advisors, Inc., School Sisters of Notre Dame, Central Pacific Province, Sisters of St. Francis (Dubuque, IA) | 48$ of AGM vote |
| 2022 | Health: Tobacco | Altria | Province of St. Joseph of the Capuchin Order | 62.2% of AGM vote |
| 2022 | Health: Tobacco | Philip Morris International Exempt Solicitation | Province of St. Joseph of the Capuchin Order, Sisters of St. Joseph of Carondolet (St. Paul Province) | 2% of AGM vote |
| 2022 | Health: Tobacco | Walgreens Boot Alliance | Grand Rapids Dominicans | 11.4% of AGM vote |
| 2022 | Health: Anticompetitive Practices | Pfizer | Sisters of St. Francis (Dubuque, IA) | 30.4% of AGM vote |
| 2022 | Health: Affordability of Medicines | Pfizer | Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | Withdrawn |
| 2022 | Health: Anticompetitive Practices | AbbVie | Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 32.8% of AGM vote |
| 2022 | Health: Lobbying Alignment | Amgen | Mercy Investment Services, Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA), Grand Rapids Dominicans | Withdrawn |
| 2022 | Health: Lobbying Alignment | Eli Lilly | School Sisters of Notre Dame, Central Pacific Province | 34% of AGM vote |
| 2022 | Health: Anticompetitive Practices | Eli Lilly | Mercy Investment Services | 22.8% of AGM vote |
| 2022 | Health: Lobbying Alignment | Biogen | Grand Rapids Dominicans | Withdrawn |
| 2022 | Health: Lobbying Alignment | Gilead | Grand Rapids Dominicans | 43,3% of AGM vote |
| 2022 | Health: Anticompetitive Practices | Gilead | Mercy Investment Services | 39.6% of AGM vote |
| 2021 | Climate Change: Science Based Targets (SBT) | Wendy’s | Sinsinawa Dominicans | Withdrawn |
| 2021 | Climate Change: Science Based Targets (SBT) | JP Morgan Chase | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | Withdrawn |
| 2021 | Climate Change: Science Based Targets (SBT) | Exxon Mobil | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2021 | Corporate Governance: Separate Chair/ CEO | Exxon Mobil | Sisters of St. Francis (Dubuque, IA) | 22.1% of AGM vote. |
| 2021 | Corporate Governance: Separate Chair & CEO | Bristol-Myers Squibb | Dana Investment Advisors, Inc. | 44% of AGM vote. |
| 2021 | Corporate Governance: Diversity & Inclusion | Amazon | Province of St. Joseph of the Capuchin Order | 18% of AGM vote. |
| 2021 | Corporate Governance: Diversity & Inclusion | Home Depot | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2021 | Corporate Governance: Lobbying & Political Spending | Comcast | Dana Investment Advisors, Inc. | Withdrawn |
| 2021 | Corporate Governance: Lobbying & Political Spending | AbbVie | Dana Investment Advisors, Inc. | 36.1% of AGM vote. |
| 2021 | Corporate Governance: Lobbying & Political Spending | Altria | Sisters of St. Joseph of Carondolet (St. Paul Province) | 33.3% of AGM vote. |
| 2021 | Corporate Governance: Lobbying & Political Spending | Boeing Exempt Solicitation | Province of St. Joseph of the Capuchin Order | 37.1% of AGM vote. |
| 2021 | Corporate Governance: Lobbying & Political Spending | Exxon Mobil | Sisters of St. Agnes | 55.6% of AGM vote. |
| 2021 | Corporate Governance: Lobbying & Political Spending | Walt Disney Exempt Solicitation | Mercy Investment Services, Franciscan Sisters of Perpetual Adoration (La Crosse, WI), Sisters of St. Francis (Dubuque, IA), Sisters of St. Agnes | 33% of AGM vote. |
| 2021 | Corporate Governance: Lobbying & Political Spending | UPS Proxy Memo | Sisters of St. Francis (Dubuque, IA) | 25.8% of AGM vote. |
| 2021 | Corporate Governance: Climate Lobbying | Valero | Mercy Investment Services, Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2021 | Corporate Governance: Lobbying & Political Spending | Philips 66 Exempt Solicitation | School Sisters of Notre Dame, Central Pacific Province | 62.5% of AGM vote. |
| 2021 | Corporate Governance: Climate Lobbying | Exxon Mobil | Dana Investment Advisors, Inc., Province of St. Joseph of the Capuchin Order, School Sisters of Notre Dame, Central Pacific Province | 63.8% of AGM vote. |
| 2021 | Food Justice: Sustainable forestry and agriculture | Sysco | Sisters of St. Dominic of St. Catherine of Siena (Racine, WI) | Withdrawn |
| 2021 | Food Justice: Sustainable forestry and agriculture | Costco | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | Withdrawn |
| 2021 | Food Justice: Food Waste | Dine Brands | Mercy Investment Services, Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | Withdrawn |
| 2021 | Human Rights: Supply Chain | Kraft-Heinz | Province of St. Joseph of the Capuchin Order, Mercy Investment Services, Sinsinawa Dominicans | Withdrawn |
| 2021 | Human Rights: Supply Chain | Alphabet | Sisters of St. Francis (Dubuque, IA) | 10.3% of AGM vote. |
| 2021 | Human Rights: Supply Chain | Tyson Exempt Solicitation | Sisters of St. Agnes, Sisters of St. Francis (Dubuque, IA) | 18.4% of AGM vote. |
| 2021 | Human Rights: Wages & Benefits | Kohl’s | Sisters of St. Dominic of St. Catherine of Siena (Racine, WI) | Omitted |
| 2021 | Human Rights: Wages & Benefits | Walmart Exempt Solicitation | Franciscan Sisters of Perpetual Adoration (La Crosse, WI) | 12.5% of AGM vote. |
| 2021 | Human Rights: Wages & Benefits | Kroger | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | Omitted |
| 2021 | Human Rights: Gun Safety | Smith & Wesson Exempt Solicitation | School Sisters of Notre Dame, Central Pacific Province, Sisters of St. Joseph of Carondelet, St. Louis Province | 43.9% of AGM vote. |
| 2021 | Human Rights: Racial Justice and Immigrant Rights | Core Civic | Province of St. Joseph of the Capuchin Order, Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD), Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | Withdrawn |
| 2021 | Human Rights: Racial Justice and Immigrant Rights | Chevron | Dana Investment Advisors, Inc., Riverwater Partners, School Sisters of Notre Dame, Central Pacific Province, Sisters of St. Francis (Dubuque, IA) | Omitted |
| 2021 | Health: Tobacco | Altria | Province of St. Joseph of the Capuchin Order | 36.1% of AGM vote. |
| 2021 | Health: Affordability of Medicines | Merck Exempt Solicitation | Province of St. Joseph of the Capuchin Order | 33.0% of AGM vote. |
| 2021 | Health: Affordability of Medicines | Pfizer Exempt Solicitation | Mercy Investment Services, Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | 29.9% of AGM vote. |
| 2021 | Health: Affordability of Medicines | AbbVie | Mercy Investment Services, Sisters of Charity of the Blessed Virgin Mary (BVM) (Dubuque, IA) | Withdrawn |
| 2021 | Health: Affordability of Medicines | Eli Lilly | School Sisters of Notre Dame, Central Pacific Province, Sisters of St. Francis (Dubuque, IA) | Omitted |
| 2020 | Climate Change: Carbon Asset Risk | Exxon Mobil | School Sisters of Notre Dame, Central Pacific Province | Omitted |
| 2020 | Climate Change: Carbon Asset Risk | Marathon | Dana Investment Advisors, Inc. | Withdrawn |
| 2020 | Corporate Governance: Separate Chair & CEO | Dana Investment Advisors, Inc. | Received 19.5% of AGM vote. | |
| 2020 | Corporate Governance: Separate Chair & CEO | Bristol-Myers Squibb | Dana Investment Advisors, Inc. | Received 44.6% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | Comcast | Dana Investment Advisors, Inc. | Received 26.4% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | AbbVie | Dana Investment Advisors, Inc. | Received 29.7% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | Altria | Sisters of St. Joseph of Carondolet (St. Paul Province) | Received 31.2% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | Oracle | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2020 | Corporate Governance: Lobbying & Political Spending | GEO Group | Sisters of the Presentation of the Blessed Virgin Mary (Dubuque, IA) | Received 42.5% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | Boeing Exempt Solicitation | Province of St. Joseph of the Capuchin Order | Received 32.5% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | Exxon Mobil | Dana Investment Advisors, Inc., Province of St. Joseph of the Capuchin Order, Mercy Investment Services, Ursuline Sisters of the Central Province, Sinsinawa Dominicans, Sisters of St. Agnes, Sisters of St. Francis (Dubuque, IA) | Received 37.5% of AGM vote. |
| 2020 | Corporate Governance: Lobbying & Political Spending | Chevron | Sisters of St. Francis (Dubuque, IA) | Omitted |
| 2020 | Corporate Governance: Lobbying & Political Spending | Walt Disney Exempt Solicitation | Sisters of St. Agnes | Received 33.7% of AGM vote. |
| 2020 | Food Justice: Sustainable forestry and agriculture | Yum! Brands | Franciscan Sisters of Perpetual Adoration | Received 33.3% of AGM vote. |
| 2020 | Water Stewardship: Corporate Water Impacts | Chevron | Sisters of St. Francis (Dubuque, IA) | Received 17% of AGM vote. |
| 2020 | Human Rights: Supply Chain | Kohl’s | Sisters of St. Francis (Dubuque, IA) | Omitted |
| 2020 | Human Rights: Supply Chain | TJX | Priests of the Sacred Heart, Racine Dominicans | Withdrawn |
| 2020 | Human Rights: Supply Chain | Amazon | Sisters of St. Francis (Dubuque, IA), Province of St. Joseph of the Capuchin Order | Received 31% of AGM vote. |
| 2020 | Human Rights: Online Child Sexual Exploitation | Alphabet | Dana Investment Advisors, Inc., Mercy Investment Services | Withdrawn |
| 2020 | Human Rights: Human Trafficking Prevention | Amazon | Mercy Investment Services | Withdrawn |
| 2020 | Human Rights: Gun Safety | American Outdoor Brands | School Sisters of Notre Dame, Central Pacific Province | Withdrawn based on agreement. |
| 2020 | Human Rights: Food Labor | Tyson | Sisters of St. Agnes | Received 14.6% of AGM vote. |
| 2020 | Health: Opioids | Walmart | Mercy Investment Services, Dana Investment Advisors, Inc. | Withdrawn |
| 2020 | Health: Affordability of Medicines | Merck | Province of St. Joseph of the Capuchin Order, Mercy Investment Services | Withdrawn |
| 2020 | Health: Affordability of Medicines | Pfizer | Mercy Investment Services, Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2020 | Health: Affordability of Medicines | Amgen | Sisters of St. Francis (Dubuque, IA), Dana Investment Advisors, Inc. | Withdrawn |
| 2020 | Health: Affordability of Medicines | Biogen | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2020 | Health: Affordability of Medicines | Eli Lilly | School Sisters of Notre Dame, Central Pacific Province, Sisters of St. Francis (Dubuque, IA) | Received 24.5% of AGM vote. |
| 2019 | Climate Change: Science Based Targets (SBT) | C.H. Robinson | Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | Received 27% of AGM vote. |
| 2019 | Climate Change: Renewable Energy | Yum! Brands | Sisters of the Presentation of the Blessed Virgin Mary (Dubuque, IA) | Withdrawn (Yum! agreed to time-bound targets on GHG emissions) |
| 2019 | Climate Change: 2 Degree Business Plan | MGE | School Sisters of St. Francis | Withdrawn (MGE announced GHG emissions targets) |
| 2019 | Climate Change: 2 Degree Business Plan | Exxon Mobil | Sisters of St. Francis (Rochester, MN) | Omitted |
| 2019 | Corporate Governance: Separate Chair & CEO | Dana Investment Advisors, Inc. | Received 20% of AGM vote. | |
| 2019 | Corporate Governance: Separate Chair & CEO | Pfizer | Dana Investment Advisors, Inc. | Received 27% of AGM vote. |
| 2019 | Corporate Governance: Lobbying & Political Spending | AT&T | Dana Investment Advisors, Inc. | Withdrawn (AT&T agreed to greater disclosure) |
| 2019 | Corporate Governance: Lobbying & Political Spending | AbbVie | Sisters of St. Agnes, Sisters of the Presentation of the Blessed Virgin Mary (Dubuque, IA) | Received 26% of AGM vote. |
| 2019 | Corporate Governance: Lobbying & Political Spending | Boeing Proxy memo | Province of St. Joseph of the Capuchin Order | Received 33% of AGM vote. |
| 2019 | Corporate Governance: Lobbying & Political Spending | Exxon Mobil | Province of St. Joseph of the Capuchin Order, Dana Investment Advisors, Inc., Sisters of St. Francis (Dubuque, IA), Sinsinawa Dominicans, Sisters of St. Agnes | Received 37% of AGM vote. |
| 2019 | Corporate Governance: Lobbying & Political Spending | JP Morgan Chase | Dana Investment Advisors, Inc. | Withdrawn |
| 2019 | Corporate Governance: Lobbying & Political Spending | Disney (Walt) Company / ABC | Sisters of St. Agnes | Received 37% of AGM vote. |
| 2019 | Corporate Governance: Lobbying & Political Spending | Bank of America | Dana Investment Advisors, Inc. | Withdrawn (BoA has agreed to publish changes and additions related to lobbying on its website) |
| 2019 | Food Justice: Sustainable forestry and agriculture | Restaurant Brands International Proxy memo | Province of St. Joseph of the Capuchin Order | Received 22% of AGM vote. |
| 2019 | Food Justice: Sustainable forestry and agriculture | Kroger | School Sisters of Notre Dame, Central Pacific Province, Sisters of the Presentation of the Blessed Virgin Mary (Aberdeen, SD) | Withdrawn (Kroger agreed to adopt a deforestation policy.) |
| 2019 | Water Stewardship: Corporate Water Impacts | Chevron | Sisters of St. Francis (Dubuque, IA) | Received 32% of AGM vote. |
| 2019 | Human Rights: Supply Chain | Macy’s | Priests of the Sacred Heart, School Sisters of Notre Dame, Central Pacific Province | Received 40% of AGM vote. |
| 2019 | Human Rights: Supply Chain | TJX | Priests of the Sacred Heart, Racine Dominicans | Received 39% of AGM vote. |
| 2019 | Human Rights: Supply Chain | Kraft Heinz | Province of St. Joseph of the Capuchin Order, Sinsinawa Dominicans, Sisters of St. Agnes | Withdrawn (agreed to issue HR policy and implement a Human Rights Due Diligence process) |
| 2019 | Human Rights: Supply Chain | Wendy’s | Province of St. Joseph of the Capuchin Order, Sinsinawa Dominicans | Omitted |
| 2019 | Human Rights: Supply Chain | Chevron | Dana Investment Advisors, Inc. | Withdrawn based on agreement. |
| 2019 | Human Rights: Food Labor | Tyson | Sisters of St. Agnes | Received 6% of AGM vote. |
| 2019 | Human Rights: Racial Justice and Immigrant Rights | Amazon | Sisters of St. Francis (Dubuque, IA) | Received 2.5% of AGM vote. |
| 2019 | Human Rights: Racial Justice and Immigrant Rights | Geo Group | Province of St. Joseph of the Capuchin Order, Sisters of the Presentation of the Blessed Virgin Mary (Dubuque, IA) | Received 88% of AGM vote. |
| 2019 | Health: Tobacco | Altria | Sisters of St. Joseph of Carondolet | Received 4% of AGM vote. |
| 2019 | Health: Tobacco | Phillip Morris Int’l | Sisters of St. Joseph of Carondolet | Withdrawn |
| 2019 | Health: Affordability of Medicines | Biogen | Sisters of St. Francis (Dubuque, IA) | Withdrawn — drug pricing is now articulated as a risk under the “Performance Goals and Target Setting Process” section of Biogen’s proxy statement |
| 2019 | Health: Affordability of Medicines | Eli Lilly | Sisters of St. Francis (Dubuque, IA) | Withdrawn |
| 2019 | Health: Affordability of Medicines | Merck | Province of St. Joseph of the Capuchin Order | Receieved 29% of AGM vote. |
| 2019 | Health: Affordability of Medicines | Pfizer | Sisters of St. Francis (Dubuque, IA) | Received 28% of AGM vote. |
| 2018 | Climate Change: Science Based Targets (SBT) | C.H. Robinson | Sisters of the Presentation of the Blessed Virgin Mary | Received 37.8% of AGM vote. |
| 2018 | Climate Change: 2 Degree Business Plan | WEC Energy Group | School Sisters of Notre Dame, Central Pacific Province | Withdrawn (WEC will publish 2 degree scenario report) |
| 2018 | Climate Change: 2 Degree Business Plan | CMS Energy | Sisters of the Presentation of the Blessed Virgin Mary | Withdrawn (CMS will publish 2 degree scenario report) |
| 2018 | Climate Change: 2 Degree Business Plan | Exxon Mobil | Sisters of St. Francis (Rochester, MN) | Withdrawn (Exxon issued climate risk report) |
| 2018 | Climate Change: 2 Degree Business Plan | Valero Energy | Sisters of St. Francis (Dubuque, IA) | Withdrawn (Valero will publish 2 degree scenario report) |
| 2018 | Corporate Governance: Separate Chair & CEO | AbbVie | Dana Investment Advisors, Inc., Sisters of St Joseph –TOSF | Received 38% of AGM vote. |
| 2018 | Corporate Governance: Separate Chair & CEO | Pfizer | Dana Investment Advisors, Inc. | Received 26% of AGM vote. |
| 2018 | Corporate Governance: Separate Chair & CEO | Johnson & Johnson | Dana Investment Advisors, Inc. | Withdrawn (J&J agreed to amend its Principles for Corporate Governance.) |
| 2018 | Corporate Governance: Business Standards | Wells Fargo | Sisters of St. Francis (Dubuque, IA) | Withdrawn (Wells Fargo agreed to publish a business standards review.) |
| 2018 | Corporate Governance: Lobbying & Political Spending | AT&T | Dana Investment Advisors, Inc. | Received 34% of AGM vote. |
| 2018 | Corporate Governance: Lobbying & Political Spending | AbbVie | Sisters of St. Agnes | Received 24% of AGM vote. |
| 2018 | Corporate Governance: Lobbying & Political Spending | Alphabet | Dana Investment Advisors, Inc. | Received 19% of AGM vote. |
| 2018 | Corporate Governance: Lobbying & Political Spending | Exxon Mobil | Province of St. Joseph of the Capuchin Order, Dana Investment Advisors, Inc., Sisters of St. Francis (Dubuque, IA), Sinsinawa Dominicans, Sisters of St. Agnes | Received 26% of AGM vote. |
| 2018 | Corporate Governance: Lobbying & Political Spending | Chevron | Sisters of St. Francis (Dubuque, IA) | Received 32% of AGM vote. |
| 2018 | Corporate Governance: Lobbying & Political Spending | Disney (Walt) Company / ABC | Province of St. Joseph of the Capuchin Order | Received 37% of AGM vote. |
| 2018 | Food Justice: Access to Nutrition | Dr. Pepper Snapple | Dana Investment Advisors, Inc. | Received 4% of AGM vote. |
| 2018 | Food Justice: Antibiotics | McDonald’s | Sisters of St. Francis (Rochester, MN), Sisters of St Joseph –TOSF | Withdrawn (McDonald’s will publicly announce an antibiotic use policy for beef by the end of 2018) |
| 2018 | Water Stewardship: Corporate Water Impacts | Tyson Foods | Sisters of St. Agnes | Received 16% of AGM vote. |
| 2018 | Human Rights: Supply Chain | McDonald’s | Sisters of St. Francis (Dubuque, IA) | Withdrawn (McDonald’s will revise the Scale for Good Website to include language: prohibiting direct and indirect fees for employment; not retain original government-issued identification; and provide oral and written contracts in a language understood by the person.) |
| 2018 | Human Rights: Supply Chain | Chevron | Dana Investment Advisors, Inc. | Received 7% of AGM vote. |
| 2018 | Health: Tobacco | Altria | Sisters of St. Joseph of Carondolet | Received 4% of AGM vote. |
| 2018 | Health: Tobacco | Phillip Morris Int’l | Sisters of St. Joseph of Carondolet | Withdrawn (PMI agreed to a meeting with the company’s liaison to the Smokefree World Foundation and our making a statement at their AGM.) |
| 2018 | Health: Affordability of Medicines | AbbVie | Dana Investment Advisors | Received 21% of AGM vote. |
| 2018 | Health: Affordability of Medicines | Amgen | Dana Investment Advisors, Inc., Sisters of St. Francis (Dubuque, IA) | Receieved 26% of AGM vote. |
| 2018 | Health: Affordability of Medicines | Biogen | Sisters of St. Francis (Dubuque, IA) | Received 28% of AGM vote. |
| 2018 | Health: Affordability of Medicines | Eli Lilly | Sisters of St. Francis (Dubuque, IA) | Received 18% of AGM vote. |
| 2018 | Health: Affordability of Medicines | Pfizer | Sisters of St. Francis (Dubuque, IA) | Omitted |
| 2017 | Exxon Mobil Corp | Climate Change – board expertise | Province of St. Joseph of the Capuchin Order (lead), Franciscan Sisters of Perpetual Adoration, Premonstratensian Fathers, School Sisters of St. Francis, Sisters of the Presentation of the Blessed Virgin Mary | Withdrawn |
| 2017 | Schweitzer-Mauduit International, Inc. | Climate Change – SB-GHG targets | Province of St. Joseph of the Capuchin Order | Withdrawn |
| 2017 | C.H. Robinson Worldwide, Inc. | Climate Change – SB-GHG targets | Sisters of the Presentation of the Blessed Virgin Mary (lead) | Withdrawn |
| 2017 | Merck & Company | Domestic Health – Rx pricing | Province of St. Joseph of the Capuchin Order (lead), Franciscan Sisters of Perpetual Adoration, Premonstratensian Fathers, School Sisters of St. Francis, Sisters of the Presentation of the Blessed Virgin Mary | Omitted |
| 2017 | Amgen | Domestic Health – Rx pricing | (Dubuque) Sisters of St. Francis | Omitted |
| 2017 | Biogen | Domestic Health – Rx pricing | (Dubuque) Sisters of St. Francis | Omitted |
| 2017 | Time Warner Inc. | Domestic Health – smoking in movies | Province of St. Joseph of the Capuchin Order (lead) | Omitted |
| 2017 | Kraft-Heinz Corp | Food – nutrition, reporting | Province of St. Joseph of the Capuchin Order (lead) | Withdrawn |
| 2017 | Abbvie | Governance – Separate Chair and CEO | Congregation of St. Agnes | Received 34 percent of vote at AGM |
| 2017 | Philip Morris International | Human Rights – customer health | Province of St. Joseph of the Capuchin Order (lead), Congregation of St. Agnes, Sisters of St. Joseph of Carondolet/St. Paul Province | Received 4 percent of vote at AGM |
| 2017 | Reynolds American Inc. | Human Rights – lower-income communities | Province of St. Joseph of the Capuchin Order (lead), Congregation of St. Agnes, Sisters of St. Joseph of Carondolet/St. Paul Province | Withdrawn |
| 2017 | Altria | Human Rights – lower-income communities | Province of St. Joseph of the Capuchin Order, Sisters of St. Joseph of Carondolet/St. Paul Province | Received 3% of vote |
| 2017 | TJX Companies, Inc. | Human Rights – pay disparity | Priests of the Sacred Heart | Received 4% of AGM vote |
| 2017 | Johnson & Johnson | Lobbying & Political Spending | Congregation of St. Agnes | Withdrawn |
| 2017 | Domininon Resources | Lobbying & Political Spending | Congregation of St. Agnes | Received 7 percent of shareholder vote at Annual General Meeting, May 10, 2017 |
| 2017 | Exxon Mobil Corp | Lobbying & Political Spending | Congregation of St. Agnes | Received 28% of vote |
| 2017 | Walt Disney | Lobbying & Political Spending | Congregation of St. Agnes | ReceiveReceived 37 percent of vote at AGM |
| 2017 | Kroger Company | Responsible Sourcing – deforestation | Sisters of St. Joseph Third Order of St. Francis | Received 23% of vote |
| 2017 | Restaurant Brands International | Responsible Sourcing – deforestation | Province of St. Joseph of the Capuchin Order (lead) | Withdrawn |
| 2017 | Yum! Brands, Inc. | Responsible Sourcing – deforestation | Sisters of St. Francis of Assisi (lead) | Omitted |
| 2017 | McDonald’s | Responsible Sourcing – deforestation | (Dubuque) Sisters of St. Francis | Omitted |
| 2017 | Hormel | Water – risk assessment | Congregation of St. Agnes | Withdrawn |
| 2017 | Tyson Foods | Water – risk assessment | Congregation of St. Agnes | Received 14 percen of vote at AGM |
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