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Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life MFS U.S. Growth Fund
Alibaba Group Holding Limited
Meeting Date: 07/15/2019
Record Date: 06/07/2019
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: 01609W102
Ticker: BABA
Meeting ID: 1346905
Primary CUSIP: 01609W102 Primary ISIN: US01609W1027 Primary SEDOL: BP41ZD1
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtMeeting for ADR Holders
Mgmt ForForApprove Share Subdivision 1
Mgmt ForForElect Daniel Yong Zhang as Director 2.1
Mgmt ForForElect Chee Hwa Tung as Director 2.2
Mgmt ForForElect Jerry Yang as Director 2.3
Mgmt ForForElect Wan Ling Martello as Director 2.4
Mgmt ForForRatify PricewaterhouseCoopers as Auditors 3
Constellation Brands, Inc.
Meeting Date: 07/16/2019
Record Date: 05/17/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 21036P108
Ticker: STZ
Meeting ID: 1343641
Primary CUSIP: 21036P108 Primary ISIN: US21036P1084 Primary SEDOL: 2170473
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Jennifer M. Daniels Mgmt For For
Mgmt ForForElect Director Jerry Fowden 1.2
Mgmt ForForElect Director Ernesto M. Hernandez 1.3
Mgmt ForForElect Director Susan Somersille Johnson 1.4
Mgmt ForForElect Director James A. Locke, III 1.5
Mgmt WithholdForElect Director Daniel J. McCarthy 1.6
Mgmt ForForElect Director William A. Newlands 1.7
Mgmt ForForElect Director Richard Sands 1.8
Mgmt ForForElect Director Robert Sands 1.9
Mgmt WithholdForElect Director Judy A. Schmeling 1.10
Page 1 of 5
Sun Life MFS U.S. Growth Fund
Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Constellation Brands, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify KPMG LLP as Auditor 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Fidelity National Information Services, Inc.
Meeting Date: 07/24/2019
Record Date: 06/03/2019
Country: USA
Meeting Type: Special
Primary Security ID: 31620M106
Ticker: FIS
Meeting ID: 1346435
Primary CUSIP: 31620M106 Primary ISIN: US31620M1062 Primary SEDOL: 2769796
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For
Mgmt ForForIncrease Authorized Common Stock 2
Mgmt ForForAdjourn Meeting 3
Worldpay, Inc.
Meeting Date: 07/24/2019
Record Date: 06/03/2019
Country: USA
Meeting Type: Special
Primary Security ID: 981558109
Ticker: WP
Meeting ID: 1346436
Primary CUSIP: 981558109 Primary ISIN: US9815581098 Primary SEDOL: BF8D8T0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For
Mgmt ForForAdvisory Vote on Golden Parachutes 2
Mgmt ForForAdjourn Meeting 3
Electronic Arts Inc.
Meeting Date: 08/08/2019
Record Date: 06/14/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 285512109
Ticker: EA
Meeting ID: 1348866
Primary CUSIP: 285512109 Primary ISIN: US2855121099 Primary SEDOL: 2310194
Page 2 of 5
Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Electronic Arts Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Leonard S. Coleman Mgmt For For
Mgmt ForForElect Director Jay C. Hoag 1b
Mgmt ForForElect Director Jeffrey T. Huber 1c
Mgmt ForForElect Director Lawrence F. Probst, III 1d
Mgmt ForForElect Director Talbott Roche 1e
Mgmt ForForElect Director Richard A. Simonson 1f
Mgmt ForForElect Director Luis A. Ubinas 1g
Mgmt ForForElect Director Heidi J. Ueberroth 1h
Mgmt ForForElect Director Andrew Wilson 1i
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Mgmt ForForApprove Omnibus Stock Plan 4
Mgmt ForForProvide Right for Shareholders Holding 25% or More of the Common Stock to Call Special Meetings
5
SH ForAgainstProvide Right for Shareholders Holding 15% or More of the Common Stock to Call Special Meetings
6
Global Payments Inc.
Meeting Date: 08/29/2019
Record Date: 07/22/2019
Country: USA
Meeting Type: Special
Primary Security ID: 37940X102
Ticker: GPN
Meeting ID: 1354650
Primary CUSIP: 37940X102 Primary ISIN: US37940X1028 Primary SEDOL: 2712013
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For
Mgmt ForForIncrease Authorized Common Stock 2
Mgmt ForForDeclassify the Board of Directors 3
Page 3 of 5
Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Global Payments Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdjourn Meeting 4
Total System Services, Inc.
Meeting Date: 08/29/2019
Record Date: 07/22/2019
Country: USA
Meeting Type: Special
Primary Security ID: 891906109
Ticker: TSS
Meeting ID: 1354654
Primary CUSIP: 891906109 Primary ISIN: US8919061098 Primary SEDOL: 2897697
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Merger Agreement Mgmt For For
Mgmt ForForAdvisory Vote on Golden Parachutes 2
Mgmt ForForDeclassify the Board of Directors 3
Mgmt ForForAdjourn Meeting 4
Take-Two Interactive Software, Inc.
Meeting Date: 09/18/2019
Record Date: 07/22/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 874054109
Ticker: TTWO
Meeting ID: 1354863
Primary CUSIP: 874054109 Primary ISIN: US8740541094 Primary SEDOL: 2122117
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Strauss Zelnick Mgmt For For
Mgmt ForForElect Director Michael Dornemann 1.2
Mgmt ForForElect Director J Moses 1.3
Mgmt ForForElect Director Michael Sheresky 1.4
Mgmt ForForElect Director LaVerne Srinivasan 1.5
Mgmt ForForElect Director Susan Tolson 1.6
Mgmt ForForElect Director Paul Viera 1.7
Mgmt AgainstForElect Director Roland Hernandez 1.8
Page 4 of 5
Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Take-Two Interactive Software, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
NIKE, Inc.
Meeting Date: 09/19/2019
Record Date: 07/19/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 654106103
Ticker: NKE
Meeting ID: 1354257
Primary CUSIP: 654106103 Primary ISIN: US6541061031 Primary SEDOL: 2640147
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Alan B. Graf, Jr. Mgmt For For
Mgmt ForForElect Director Peter B. Henry 1.2
Mgmt ForForElect Director Michelle A. Peluso 1.3
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Page 5 of 5
Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Pernod Ricard SA
Meeting Date: 11/08/2019
Record Date: 11/06/2019
Country: France
Meeting Type: Annual/Special
Primary Security ID: F72027109
Ticker: RI
Meeting ID: 1368576
Primary CUSIP: F72027109 Primary ISIN: FR0000120693 Primary SEDOL: 4682329
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtOrdinary Business
Mgmt ForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForApprove Allocation of Income and Dividends of EUR 3.12 per Share
3
Mgmt ForForApprove Auditors' Special Report on Related-Party Transactions
4
Mgmt ForForReelect Kory Sorenson as Director 5
Mgmt ForForElect Esther Berrozpe Galindo as Director 6
Mgmt ForForElect Philippe Petitcolin as Director 7
Mgmt ForForApprove Remuneration of Directors in the Aggregate Amount of EUR 1.25 Million
8
Mgmt ForForApprove Compensation of Alexandre Ricard, Chairman and CEO
9
Mgmt ForForApprove Remuneration Policy for Alexandre Ricard, Chairman and CEO
10
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
11
MgmtExtraordinary Business
Mgmt ForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
12
Mgmt ForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 135 Million
13
Mgmt ForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 41 Million
14
Mgmt ForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
15
Page 1 of 4
Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Pernod Ricard SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 41 Million
16
Mgmt ForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
17
Mgmt ForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Future Exchange Offers
18
Mgmt ForForAuthorize Capitalization of Reserves of Up to EUR 135 Million for Bonus Issue or Increase in Par Value
19
Mgmt ForForAuthorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans
20
Mgmt ForForAuthorize up to 1.5 Percent of Issued Capital for Use in Stock Option Plans
21
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
22
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries
23
Mgmt ForForAmend Article 16 of Bylaws Re: Employee Representative
24
Mgmt ForForAuthorize Filing of Required Documents/Other Formalities
25
The Estee Lauder Companies Inc.
Meeting Date: 11/15/2019
Record Date: 09/16/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 518439104
Ticker: EL
Meeting ID: 1367649
Primary CUSIP: 518439104 Primary ISIN: US5184391044 Primary SEDOL: 2320524
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Ronald S. Lauder Mgmt For For
Mgmt WithholdForElect Director William P. Lauder 1.2
Mgmt WithholdForElect Director Richard D. Parsons 1.3
Mgmt ForForElect Director Lynn Forester de Rothschild 1.4
Mgmt ForForElect Director Jennifer Tejada 1.5
Mgmt ForForElect Director Richard F. Zannino 1.6
Page 2 of 4
Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
The Estee Lauder Companies Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAmend Omnibus Stock Plan 4
Microsoft Corporation
Meeting Date: 12/04/2019
Record Date: 10/08/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 594918104
Ticker: MSFT
Meeting ID: 1371482
Primary CUSIP: 594918104 Primary ISIN: US5949181045 Primary SEDOL: 2588173
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director William H. Gates, III Mgmt For For
Mgmt ForForElect Director Reid G. Hoffman 1.2
Mgmt ForForElect Director Hugh F. Johnston 1.3
Mgmt ForForElect Director Teri L. List-Stoll 1.4
Mgmt ForForElect Director Satya Nadella 1.5
Mgmt ForForElect Director Sandra E. Peterson 1.6
Mgmt ForForElect Director Penny S. Pritzker 1.7
Mgmt ForForElect Director Charles W. Scharf 1.8
Mgmt ForForElect Director Arne M. Sorenson 1.9
Mgmt ForForElect Director John W. Stanton 1.10
Mgmt ForForElect Director John W. Thompson 1.11
Mgmt ForForElect Director Emma N. Walmsley 1.12
Mgmt ForForElect Director Padmasree Warrior 1.13
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstReport on Employee Representation on the Board of Directors
4
SH ForAgainstReport on Gender Pay Gap 5
Page 3 of 4
Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Medtronic plc
Meeting Date: 12/06/2019
Record Date: 10/10/2019
Country: Ireland
Meeting Type: Annual
Primary Security ID: G5960L103
Ticker: MDT
Meeting ID: 1358759
Primary CUSIP: G5960L103 Primary ISIN: IE00BTN1Y115 Primary SEDOL: BTN1Y11
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Richard H. Anderson Mgmt For For
Mgmt ForForElect Director Craig Arnold 1b
Mgmt ForForElect Director Scott C. Donnelly 1c
Mgmt ForForElect Director Andrea J. Goldsmith 1d
Mgmt ForForElect Director Randall J. Hogan, III 1e
Mgmt ForForElect Director Omar Ishrak 1f
Mgmt ForForElect Director Michael O. Leavitt 1g
Mgmt ForForElect Director James T. Lenehan 1h
Mgmt ForForElect Director Geoffrey S. Martha 1i
Mgmt ForForElect Director Elizabeth G. Nabel 1j
Mgmt ForForElect Director Denise M. O'Leary 1k
Mgmt ForForElect Director Kendall J. Powell 1l
Mgmt ForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForForRenew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law
5
Mgmt ForForAuthorize Overseas Market Purchases of Ordinary Shares
6
Page 4 of 4
Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Spotify Technology SA
Meeting Date: 01/08/2020
Record Date: 11/25/2019
Country: Luxembourg
Meeting Type: Special
Primary Security ID: L8681T102
Ticker: SPOT
Meeting ID: 1383846
Primary CUSIP: L8681T102 Primary ISIN: LU1778762911 Primary SEDOL: BFZ1K46
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtSpecial Meeting Agenda
Mgmt ForForElect Barry McCarthy as B Director 1
Costco Wholesale Corporation
Meeting Date: 01/22/2020
Record Date: 11/18/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 22160K105
Ticker: COST
Meeting ID: 1385109
Primary CUSIP: 22160K105 Primary ISIN: US22160K1051 Primary SEDOL: 2701271
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Susan L. Decker Mgmt For For
Mgmt ForForElect Director Richard A. Galanti 1.2
Mgmt ForForElect Director Sally Jewell 1.3
Mgmt ForForElect Director Charles T. Munger 1.4
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAmend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause
4
SH AgainstAgainstDisclose Board Diversity and Qualifications Matrix
5
Intuit Inc.
Meeting Date: 01/23/2020
Record Date: 11/25/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 461202103
Ticker: INTU
Meeting ID: 1382844
Primary CUSIP: 461202103 Primary ISIN: US4612021034 Primary SEDOL: 2459020
Page 1 of 6
Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Intuit Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Eve Burton Mgmt For For
Mgmt ForForElect Director Scott D. Cook 1b
Mgmt ForForElect Director Richard L. Dalzell 1c
Mgmt ForForElect Director Sasan K. Goodarzi 1d
Mgmt ForForElect Director Deborah Liu 1e
Mgmt ForForElect Director Suzanne Nora Johnson 1f
Mgmt ForForElect Director Dennis D. Powell 1g
Mgmt ForForElect Director Brad D. Smith 1h
Mgmt ForForElect Director Thomas Szkutak 1i
Mgmt ForForElect Director Raul Vazquez 1j
Mgmt ForForElect Director Jeff Weiner 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstAdopt a Mandatory Arbitration Bylaw 4
Becton, Dickinson and Company
Meeting Date: 01/28/2020
Record Date: 12/09/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 075887109
Ticker: BDX
Meeting ID: 1385954
Primary CUSIP: 075887109 Primary ISIN: US0758871091 Primary SEDOL: 2087807
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Catherine M. Burzik Mgmt For For
Mgmt ForForElect Director R. Andrew Eckert 1.2
Mgmt ForForElect Director Vincent A. Forlenza 1.3
Mgmt ForForElect Director Claire M. Fraser 1.4
Mgmt ForForElect Director Jeffrey W. Henderson 1.5
Page 2 of 6
Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Becton, Dickinson and Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Christopher Jones 1.6
Mgmt ForForElect Director Marshall O. Larsen 1.7
Mgmt ForForElect Director David F. Melcher 1.8
Mgmt ForForElect Director Thomas E. Polen 1.9
Mgmt ForForElect Director Claire Pomeroy 1.10
Mgmt ForForElect Director Rebecca W. Rimel 1.11
Mgmt ForForElect Director Timothy M. Ring 1.12
Mgmt ForForElect Director Bertram L. Scott 1.13
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAmend Omnibus Stock Plan 4
Mgmt ForForAmend Omnibus Stock Plan 5
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
6
Visa Inc.
Meeting Date: 01/28/2020
Record Date: 11/29/2019
Country: USA
Meeting Type: Annual
Primary Security ID: 92826C839
Ticker: V
Meeting ID: 1384276
Primary CUSIP: 92826C839 Primary ISIN: US92826C8394 Primary SEDOL: B2PZN04
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Lloyd A. Carney Mgmt For For
Mgmt ForForElect Director Mary B. Cranston 1b
Mgmt ForForElect Director Francisco Javier Fernandez-Carbajal
1c
Mgmt ForForElect Director Alfred F. Kelly, Jr. 1d
Mgmt ForForElect Director Ramon L. Laguarta 1e
Mgmt ForForElect Director John F. Lundgren 1f
Mgmt ForForElect Director Robert W. Matschullat 1g
Page 3 of 6
Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Visa Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Denise M. Morrison 1h
Mgmt ForForElect Director Suzanne Nora Johnson 1i
Mgmt ForForElect Director John A. C. Swainson 1j
Mgmt ForForElect Director Maynard G. Webb, Jr. 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Apple Inc.
Meeting Date: 02/26/2020
Record Date: 01/02/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 037833100
Ticker: AAPL
Meeting ID: 1388634
Primary CUSIP: 037833100 Primary ISIN: US0378331005 Primary SEDOL: 2046251
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director James Bell Mgmt For For
Mgmt ForForElect Director Tim Cook 1b
Mgmt ForForElect Director Al Gore 1c
Mgmt ForForElect Director Andrea Jung 1d
Mgmt ForForElect Director Art Levinson 1e
Mgmt ForForElect Director Ron Sugar 1f
Mgmt ForForElect Director Sue Wagner 1g
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstProxy Access Amendments 4
SH AgainstAgainstAssess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation
5
SH ForAgainstReport on Freedom of Expression and Access to Information Policies
6
Page 4 of 6
Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Analog Devices, Inc.
Meeting Date: 03/11/2020
Record Date: 01/06/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 032654105
Ticker: ADI
Meeting ID: 1391324
Primary CUSIP: 032654105 Primary ISIN: US0326541051 Primary SEDOL: 2032067
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Ray Stata Mgmt For For
Mgmt ForForElect Director Vincent Roche 1b
Mgmt ForForElect Director James A. Champy 1c
Mgmt ForForElect Director Anantha P. Chandrakasan 1d
Mgmt ForForElect Director Bruce R. Evans 1e
Mgmt ForForElect Director Edward H. Frank 1f
Mgmt ForForElect Director Karen M. Golz 1g
Mgmt ForForElect Director Mark M. Little 1h
Mgmt ForForElect Director Kenton J. Sicchitano 1i
Mgmt ForForElect Director Susie Wee 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForApprove Omnibus Stock Plan 3
Mgmt ForForRatify Ernst & Young LLP as Auditors 4
Starbucks Corporation
Meeting Date: 03/18/2020
Record Date: 01/10/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 855244109
Ticker: SBUX
Meeting ID: 1391360
Primary CUSIP: 855244109 Primary ISIN: US8552441094 Primary SEDOL: 2842255
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Richard E. Allison, Jr. Mgmt For For
Mgmt ForForElect Director Rosalind G. Brewer 1b
Mgmt ForForElect Director Andrew Campion 1c
Page 5 of 6
Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Starbucks Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AgainstForElect Director Mary N. Dillon 1d
Mgmt ForForElect Director Isabel Ge Mahe 1e
Mgmt ForForElect Director Mellody Hobson 1f
Mgmt ForForElect Director Kevin R. Johnson 1g
Mgmt ForForElect Director Jorgen Vig Knudstorp 1h
Mgmt ForForElect Director Satya Nadella 1i
Mgmt ForForElect Director Joshua Cooper Ramo 1j
Mgmt ForForElect Director Clara Shih 1k
Mgmt ForForElect Director Javier G. Teruel 1l
Mgmt ForForElect Director Myron E. Ullman, III 1m
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstReport on Risks of Omitting Viewpoint and Ideology from EEO Policy
4
Page 6 of 6
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Adobe Inc.
Meeting Date: 04/09/2020
Record Date: 02/12/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 00724F101
Ticker: ADBE
Meeting ID: 1400782
Primary CUSIP: 00724F101 Primary ISIN: US00724F1012 Primary SEDOL: 2008154
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Amy L. Banse 1a
Mgmt ForForElect Director Frank A. Calderoni 1b
Mgmt ForForElect Director James E. Daley 1c
Mgmt ForForElect Director Laura B. Desmond 1d
Mgmt ForForElect Director Charles M. Geschke 1e
Mgmt ForForElect Director Shantanu Narayen 1f
Mgmt ForForElect Director Kathleen Oberg 1g
Mgmt ForForElect Director Dheeraj Pandey 1h
Mgmt ForForElect Director David A. Ricks 1i
Mgmt ForForElect Director Daniel L. Rosensweig 1j
Mgmt ForForElect Director John E. Warnock 1k
Mgmt ForForAmend Qualified Employee Stock Purchase Plan
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
SH AgainstAgainstReport on Gender Pay Gap 5
IHS Markit Ltd.
Meeting Date: 04/16/2020
Record Date: 02/20/2020
Country: Bermuda
Meeting Type: Annual
Primary Security ID: G47567105
Ticker: INFO
Meeting ID: 1400394
Primary CUSIP: G47567105 Primary ISIN: BMG475671050 Primary SEDOL: BD0Q558
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Lance Uggla Mgmt For For
Page 1 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
IHS Markit Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director John Browne 1b
Mgmt ForForElect Director Ruann F. Ernst 1c
Mgmt ForForElect Director William E. Ford 1d
Mgmt ForForElect Director Jean-Paul L. Montupet 1e
Mgmt ForForElect Director Deborah K. Orida 1f
Mgmt ForForElect Director James A. Rosenthal 1g
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Canadian Pacific Railway Limited
Meeting Date: 04/21/2020
Record Date: 02/28/2020
Country: Canada
Meeting Type: Annual
Primary Security ID: 13645T100
Ticker: CP
Meeting ID: 1392202
Primary CUSIP: 13645T100 Primary ISIN: CA13645T1003 Primary SEDOL: 2793115
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Ratify Deloitte LLP as Auditors Mgmt For For
Mgmt ForForAdvisory Vote on Executive Compensation Approach
2
Mgmt ForForElect Director John Baird 3.1
Mgmt ForForElect Director Isabelle Courville 3.2
Mgmt ForForElect Director Keith E. Creel 3.3
Mgmt ForForElect Director Gillian (Jill) H. Denham 3.4
Mgmt ForForElect Director Edward R. Hamberger 3.5
Mgmt ForForElect Director Rebecca MacDonald 3.6
Mgmt ForForElect Director Edward L. Monser 3.7
Mgmt ForForElect Director Matthew H. Paull 3.8
Mgmt ForForElect Director Jane L. Peverett 3.9
Mgmt ForForElect Director Andrea Robertson 3.10
Mgmt ForForElect Director Gordon T. Trafton 3.11
Page 2 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Spotify Technology SA
Meeting Date: 04/22/2020
Record Date: 02/28/2020
Country: Luxembourg
Meeting Type: Annual
Primary Security ID: L8681T102
Ticker: SPOT
Meeting ID: 1407756
Primary CUSIP: L8681T102 Primary ISIN: LU1778762911 Primary SEDOL: BFZ1K46
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
1
Mgmt ForForApprove Allocation of Income and Dividends 2
Mgmt ForForApprove Discharge of Directors 3
Mgmt ForForElect Daniel Ek as A Director 4a
Mgmt ForForElect Martin Lorentzon as A Director 4b
Mgmt ForForElect Shishir Samir Mehrotra as A Director 4c
Mgmt ForForElect Christopher Marshall as B Director 4d
Mgmt ForForElect Barry McCarthy as B Director 4e
Mgmt ForForElect Heidi O'Neill as B Director 4f
Mgmt ForForElect Ted Sarandos as B Director 4g
Mgmt ForForElect Thomas Owen Staggs as B Director 4h
Mgmt ForForElect Cristina Mayville Stenbeck as B Director 4i
Mgmt ForForElect Padmasree Warrior as B Director 4j
Mgmt ForForAppoint Ernst & Young as Auditor 5
Mgmt AgainstForApprove Remuneration of Directors 6
Mgmt ForForAuthorize Guy Harles and Alexandre Gobert to Execute and Deliver, and with Full Power of Substitution, Any Documents Necessary or Useful in Connection with the Annual Filing and Registration Required by the Luxembourg Laws
7
The Sherwin-Williams Company
Meeting Date: 04/22/2020
Record Date: 02/27/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 824348106
Ticker: SHW
Meeting ID: 1395185
Primary CUSIP: 824348106 Primary ISIN: US8243481061 Primary SEDOL: 2804211
Page 3 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
The Sherwin-Williams Company
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kerrii B. Anderson Mgmt For For
Mgmt ForForElect Director Arthur F. Anton 1.2
Mgmt ForForElect Director Jeff M. Fettig 1.3
Mgmt ForForElect Director Richard J. Kramer 1.4
Mgmt ForForElect Director Susan J. Kropf 1.5
Mgmt ForForElect Director John G. Morikis 1.6
Mgmt ForForElect Director Christine A. Poon 1.7
Mgmt ForForElect Director Michael H. Thaman 1.8
Mgmt ForForElect Director Matthew Thornton, III 1.9
Mgmt ForForElect Director Steven H. Wunning 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Abbott Laboratories
Meeting Date: 04/24/2020
Record Date: 02/26/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 002824100
Ticker: ABT
Meeting ID: 1407734
Primary CUSIP: 002824100 Primary ISIN: US0028241000 Primary SEDOL: 2002305
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For
Mgmt ForForElect Director Roxanne S. Austin 1.2
Mgmt ForForElect Director Sally E. Blount 1.3
Mgmt ForForElect Director Robert B. Ford 1.4
Mgmt ForForElect Director Michelle A. Kumbier 1.5
Mgmt ForForElect Director Edward M. Liddy 1.6
Mgmt ForForElect Director Darren W. McDew 1.7
Page 4 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Abbott Laboratories
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Nancy McKinstry 1.8
Mgmt ForForElect Director Phebe N. Novakovic 1.9
Mgmt ForForElect Director William A. Osborn 1.10
Mgmt ForForElect Director Daniel J. Starks 1.11
Mgmt ForForElect Director John G. Stratton 1.12
Mgmt WithholdForElect Director Glenn F. Tilton 1.13
Mgmt ForForElect Director Miles D. White 1.14
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstReport on Lobbying Payments and Policy 4
SH AgainstAgainstIncrease Disclosure of Compensation Adjustments
5
SH AgainstAgainstRequire Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors
6
SH ForAgainstAdopt Simple Majority Vote 7
Charter Communications, Inc.
Meeting Date: 04/28/2020
Record Date: 02/28/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 16119P108
Ticker: CHTR
Meeting ID: 1409616
Primary CUSIP: 16119P108 Primary ISIN: US16119P1084 Primary SEDOL: BZ6VT82
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director W. Lance Conn Mgmt For For
Mgmt ForForElect Director Kim C. Goodman 1b
Mgmt ForForElect Director Craig A. Jacobson 1c
Mgmt AgainstForElect Director Gregory B. Maffei 1d
Mgmt AgainstForElect Director John D. Markley, Jr. 1e
Mgmt ForForElect Director David C. Merritt 1f
Mgmt AgainstForElect Director James E. Meyer 1g
Page 5 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Charter Communications, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Steven A. Miron 1h
Mgmt AgainstForElect Director Balan Nair 1i
Mgmt ForForElect Director Michael A. Newhouse 1j
Mgmt ForForElect Director Mauricio Ramos 1k
Mgmt ForForElect Director Thomas M. Rutledge 1l
Mgmt AgainstForElect Director Eric L. Zinterhofer 1m
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
SH ForAgainstRequire Independent Board Chairman 4
MSCI Inc.
Meeting Date: 04/28/2020
Record Date: 03/03/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 55354G100
Ticker: MSCI
Meeting ID: 1408995
Primary CUSIP: 55354G100 Primary ISIN: US55354G1004 Primary SEDOL: B2972D2
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Henry A. Fernandez Mgmt For For
Mgmt ForForElect Director Robert G. Ashe 1b
Mgmt ForForElect Director Benjamin F. duPont 1c
Mgmt ForForElect Director Wayne Edmunds 1d
Mgmt ForForElect Director Catherine R. Kinney 1e
Mgmt ForForElect Director Jacques P. Perold 1f
Mgmt ForForElect Director Sandy C. Rattray 1g
Mgmt ForForElect Director Linda H. Riefler 1h
Mgmt ForForElect Director Marcus L. Smith 1i
Mgmt ForForElect Director Paula Volent 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Page 6 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
MSCI Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Global Payments Inc.
Meeting Date: 04/29/2020
Record Date: 03/06/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 37940X102
Ticker: GPN
Meeting ID: 1408151
Primary CUSIP: 37940X102 Primary ISIN: US37940X1028 Primary SEDOL: 2712013
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director F. Thaddeus Arroyo Mgmt For For
Mgmt ForForElect Director Robert H.B. Baldwin, Jr. 1b
Mgmt ForForElect Director John G. Bruno 1c
Mgmt ForForElect Director Kriss Cloninger, III 1d
Mgmt AgainstForElect Director William I. Jacobs 1e
Mgmt ForForElect Director Joia M. Johnson 1f
Mgmt ForForElect Director Ruth Ann Marshall 1g
Mgmt ForForElect Director Connie D. McDaniel 1h
Mgmt ForForElect Director William B. Plummer 1i
Mgmt ForForElect Director Jeffrey S. Sloan 1j
Mgmt ForForElect Director John T. Turner 1k
Mgmt ForForElect Director M. Troy Woods 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForEliminate Supermajority Vote Requirement 3
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 4
Cadence Design Systems, Inc.
Meeting Date: 04/30/2020
Record Date: 03/02/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 127387108
Ticker: CDNS
Meeting ID: 1410115
Primary CUSIP: 127387108 Primary ISIN: US1273871087 Primary SEDOL: 2302232
Page 7 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Cadence Design Systems, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Mark W. Adams Mgmt For For
Mgmt ForForElect Director Susan L. Bostrom 1.2
Mgmt ForForElect Director Ita Brennan 1.3
Mgmt ForForElect Director Lewis Chew 1.4
Mgmt ForForElect Director James D. Plummer 1.5
Mgmt ForForElect Director Alberto Sangiovanni-Vincentelli 1.6
Mgmt ForForElect Director John B. Shoven 1.7
Mgmt ForForElect Director Young K. Sohn 1.8
Mgmt ForForElect Director Lip-Bu Tan 1.9
Mgmt ForForAmend Omnibus Stock Plan 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Eli Lilly and Company
Meeting Date: 05/04/2020
Record Date: 03/09/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 532457108
Ticker: LLY
Meeting ID: 1409998
Primary CUSIP: 532457108 Primary ISIN: US5324571083 Primary SEDOL: 2516152
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Michael L. Eskew Mgmt For Against
Mgmt ForForElect Director William G. Kaelin, Jr. 1b
Mgmt ForForElect Director David A. Ricks 1c
Mgmt ForForElect Director Marschall S. Runge 1d
Mgmt ForForElect Director Karen Walker 1e
Page 8 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Eli Lilly and Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForDeclassify the Board of Directors 4
Mgmt ForForEliminate Supermajority Voting Provisions 5
SH ForAgainstReport on Lobbying Payments and Policy 6
SH AgainstAgainstReport on Forced Swim Test 7
SH ForAgainstRequire Independent Board Chairman 8
SH AgainstAgainstDisclose Board Matrix Including Ideological Perspectives
9
SH ForAgainstReport on Integrating Drug Pricing Risks into Senior Executive Compensation Arrangements
10
SH ForAgainstAdopt Policy on Bonus Banking 11
SH ForAgainstClawback Disclosure of Recoupment Activity from Senior Officers
12
Danaher Corporation
Meeting Date: 05/05/2020
Record Date: 03/09/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 235851102
Ticker: DHR
Meeting ID: 1411702
Primary CUSIP: 235851102 Primary ISIN: US2358511028 Primary SEDOL: 2250870
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Linda Hefner Filler Mgmt For For
Mgmt ForForElect Director Thomas P. Joyce, Jr. 1.2
Mgmt ForForElect Director Teri List-Stoll 1.3
Mgmt ForForElect Director Walter G. Lohr, Jr. 1.4
Mgmt ForForElect Director Jessica L. Mega 1.5
Mgmt ForForElect Director Pardis C. Sabeti 1.6
Mgmt ForForElect Director Mitchell P. Rales 1.7
Mgmt ForForElect Director Steven M. Rales 1.8
Mgmt ForForElect Director John T. Schwieters 1.9
Page 9 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Danaher Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Alan G. Spoon 1.10
Mgmt ForForElect Director Raymond C. Stevens 1.11
Mgmt ForForElect Director Elias A. Zerhouni 1.12
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
AMETEK, Inc.
Meeting Date: 05/06/2020
Record Date: 03/23/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 031100100
Ticker: AME
Meeting ID: 1411292
Primary CUSIP: 031100100 Primary ISIN: US0311001004 Primary SEDOL: 2089212
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Thomas A. Amato Mgmt For For
Mgmt ForForElect Director Anthony J. Conti 1b
Mgmt ForForElect Director Gretchen W. McClain 1c
Mgmt ForForApprove Omnibus Stock Plan 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRatify Ernst & Young LLP as Auditors 4
Boston Scientific Corporation
Meeting Date: 05/07/2020
Record Date: 03/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 101137107
Ticker: BSX
Meeting ID: 1411873
Primary CUSIP: 101137107 Primary ISIN: US1011371077 Primary SEDOL: 2113434
Page 10 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Boston Scientific Corporation
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Nelda J. Connors Mgmt For For
Mgmt ForForElect Director Charles J. Dockendorff 1b
Mgmt WithholdForElect Director Yoshiaki Fujimori 1c
Mgmt ForForElect Director Donna A. James 1d
Mgmt ForForElect Director Edward J. Ludwig 1e
Mgmt ForForElect Director Stephen P. MacMillan 1f
Mgmt ForForElect Director Michael F. Mahoney 1g
Mgmt ForForElect Director David J. Roux 1h
Mgmt ForForElect Director John E. Sununu 1i
Mgmt ForForElect Director Ellen M. Zane 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForAmend Omnibus Stock Plan 3
Mgmt ForForRatify Ernst & Young LLP as Auditors 4
SH AgainstAgainstReport on Non-Management Employee Representation on the Board of Directors
5
Edwards Lifesciences Corporation
Meeting Date: 05/07/2020
Record Date: 03/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 28176E108
Ticker: EW
Meeting ID: 1411879
Primary CUSIP: 28176E108 Primary ISIN: US28176E1082 Primary SEDOL: 2567116
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Michael A. Mussallem Mgmt For For
Mgmt ForForElect Director Kieran T. Gallahue 1b
Mgmt ForForElect Director Leslie S. Heisz 1c
Mgmt ForForElect Director William J. Link 1d
Mgmt ForForElect Director Steven R. Loranger 1e
Page 11 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Edwards Lifesciences Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Martha H. Marsh 1f
Mgmt ForForElect Director Ramona Sequeira 1g
Mgmt ForForElect Director Nicholas J. Valeriani 1h
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForApprove Non-Employee Director Omnibus Stock Plan
3
Mgmt ForForApprove Stock Split 4
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
5
SH ForAgainstProvide Right to Act by Written Consent 6
Equifax Inc.
Meeting Date: 05/07/2020
Record Date: 03/06/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 294429105
Ticker: EFX
Meeting ID: 1412492
Primary CUSIP: 294429105 Primary ISIN: US2944291051 Primary SEDOL: 2319146
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Mark W. Begor Mgmt For For
Mgmt ForForElect Director Mark L. Feidler 1b
Mgmt ForForElect Director G. Thomas Hough 1c
Mgmt ForForElect Director Robert D. Marcus 1d
Mgmt ForForElect Director Siri S. Marshall 1e
Mgmt ForForElect Director Scott A. McGregor 1f
Mgmt ForForElect Director John A. McKinley 1g
Mgmt ForForElect Director Robert W. Selander 1h
Mgmt ForForElect Director Elane B. Stock 1i
Mgmt ForForElect Director Heather H. Wilson 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Page 12 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Equifax Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Qualified Employee Stock Purchase Plan
4
Colgate-Palmolive Company
Meeting Date: 05/08/2020
Record Date: 03/09/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 194162103
Ticker: CL
Meeting ID: 1411876
Primary CUSIP: 194162103 Primary ISIN: US1941621039 Primary SEDOL: 2209106
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director John P. Bilbrey Mgmt For For
Mgmt ForForElect Director John T. Cahill 1b
Mgmt ForForElect Director Lisa M. Edwards 1c
Mgmt ForForElect Director Helene D. Gayle 1d
Mgmt ForForElect Director C. Martin Harris 1e
Mgmt ForForElect Director Martina Hund-Mejean 1f
Mgmt ForForElect Director Lorrie M. Norrington 1g
Mgmt ForForElect Director Michael B. Polk 1h
Mgmt ForForElect Director Stephen I. Sadove 1i
Mgmt ForForElect Director Noel R. Wallace 1j
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstRequire Independent Board Chairman 4
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Marriott International, Inc.
Meeting Date: 05/08/2020
Record Date: 03/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 571903202
Ticker: MAR
Meeting ID: 1418542
Primary CUSIP: 571903202 Primary ISIN: US5719032022 Primary SEDOL: 2210614
Page 13 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Marriott International, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director J.W. Marriott, Jr. Mgmt For For
Mgmt ForForElect Director Bruce W. Duncan 1b
Mgmt ForForElect Director Deborah Marriott Harrison 1c
Mgmt ForForElect Director Frederick A. "Fritz" Henderson 1d
Mgmt AgainstForElect Director Eric Hippeau 1e
Mgmt ForForElect Director Lawrence W. Kellner 1f
Mgmt ForForElect Director Debra L. Lee 1g
Mgmt ForForElect Director Aylwin B. Lewis 1h
Mgmt ForForElect Director Margaret M. McCarthy 1i
Mgmt ForForElect Director George Munoz 1j
Mgmt ForForElect Director Susan C. Schwab 1k
Mgmt ForForElect Director Arne M. Sorenson 1l
Mgmt ForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstEliminate Supermajority Vote Requirement 4
SH ForAgainstPrepare Employment Diversity Report 5
Vulcan Materials Company
Meeting Date: 05/08/2020
Record Date: 03/11/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 929160109
Ticker: VMC
Meeting ID: 1412388
Primary CUSIP: 929160109 Primary ISIN: US9291601097 Primary SEDOL: 2931205
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Melissa H. Anderson Mgmt For For
Mgmt ForForElect Director O. B. Grayson Hall, Jr. 1b
Mgmt ForForElect Director James T. Prokopanko 1c
Page 14 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Vulcan Materials Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director George Willis 1d
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
TransUnion
Meeting Date: 05/12/2020
Record Date: 03/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 89400J107
Ticker: TRU
Meeting ID: 1415342
Primary CUSIP: 89400J107 Primary ISIN: US89400J1079 Primary SEDOL: BYMWL86
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Declassify the Board of Directors Mgmt For For
Mgmt ForForEliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws
2a
Mgmt ForForEliminate Supermajority Vote Requirement to Remove Directors
2b
Mgmt ForForAmend Articles of Incorporation to Remove the Corporate Opportunity Waiver
3
Mgmt ForForAmend Articles of Association 4
Mgmt ForForElect Director Suzanne P. Clark 5a
Mgmt ForForElect Director Kermit R. Crawford 5b
Mgmt ForForElect Director Thomas L. Monahan, III 5c
Mgmt ForForAmend Omnibus Stock Plan 6
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
7
Fiserv, Inc.
Meeting Date: 05/14/2020
Record Date: 03/18/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 337738108
Ticker: FISV
Meeting ID: 1415327
Primary CUSIP: 337738108 Primary ISIN: US3377381088 Primary SEDOL: 2342034
Page 15 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Fiserv, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Frank J. Bisignano Mgmt For For
Mgmt ForForElect Director Alison Davis 1.2
Mgmt ForForElect Director Henrique de Castro 1.3
Mgmt ForForElect Director Harry F. DiSimone 1.4
Mgmt ForForElect Director Dennis F. Lynch 1.5
Mgmt ForForElect Director Heidi G. Miller 1.6
Mgmt ForForElect Director Scott C. Nuttall 1.7
Mgmt ForForElect Director Denis J. O'Leary 1.8
Mgmt ForForElect Director Doyle R. Simons 1.9
Mgmt ForForElect Director Jeffery W. Yabuki 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH ForAgainstReport on Political Contributions 4
O'Reilly Automotive, Inc.
Meeting Date: 05/14/2020
Record Date: 03/16/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 67103H107
Ticker: ORLY
Meeting ID: 1413367
Primary CUSIP: 67103H107 Primary ISIN: US67103H1077 Primary SEDOL: B65LWX6
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director David O'Reilly Mgmt For For
Mgmt ForForElect Director Larry O'Reilly 1b
Mgmt ForForElect Director Greg Henslee 1c
Mgmt ForForElect Director Jay D. Burchfield 1d
Mgmt ForForElect Director Thomas T. Hendrickson 1e
Mgmt ForForElect Director John R. Murphy 1f
Page 16 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
O'Reilly Automotive, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Dana M. Perlman 1g
Mgmt ForForElect Director Maria A. Sastre 1h
Mgmt ForForElect Director Andrea M. Weiss 1i
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForReduce Ownership Threshold for Shareholders to Call Special Meeting
4
Mgmt ForForAmend Articles of Incorporation 5
SH ForAgainstReport on Material Human Capital Risks 6
SH ForAgainstRequire Independent Board Chairman 7
Union Pacific Corporation
Meeting Date: 05/14/2020
Record Date: 03/20/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 907818108
Ticker: UNP
Meeting ID: 1416356
Primary CUSIP: 907818108 Primary ISIN: US9078181081 Primary SEDOL: 2914734
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Andrew H. Card, Jr. Mgmt For For
Mgmt ForForElect Director William J. DeLaney 1b
Mgmt ForForElect Director David B. Dillon 1c
Mgmt ForForElect Director Lance M. Fritz 1d
Mgmt ForForElect Director Deborah C. Hopkins 1e
Mgmt ForForElect Director Jane H. Lute 1f
Mgmt ForForElect Director Michael R. McCarthy 1g
Mgmt ForForElect Director Thomas F. McLarty, III 1h
Mgmt ForForElect Director Bhavesh V. Patel 1i
Mgmt ForForElect Director Jose H. Villarreal 1j
Mgmt ForForElect Director Christopher J. Williams 1k
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Page 17 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Union Pacific Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstRequire Independent Board Chairman 4
SH AgainstAgainstReport on Climate Change 5
Intercontinental Exchange, Inc.
Meeting Date: 05/15/2020
Record Date: 03/17/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 45866F104
Ticker: ICE
Meeting ID: 1412378
Primary CUSIP: 45866F104 Primary ISIN: US45866F1049 Primary SEDOL: BFSSDS9
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Sharon Y. Bowen Mgmt For For
Mgmt ForForElect Director Charles R. Crisp 1b
Mgmt ForForElect Director Duriya M. Farooqui 1c
Mgmt ForForElect Director Jean-Marc Forneri 1d
Mgmt ForForElect Director The Right Hon. the Lord Hague of Richmond
1e
Mgmt ForForElect Director Frederick W. Hatfield 1f
Mgmt ForForElect Director Thomas E. Noonan 1g
Mgmt ForForElect Director Frederic V. Salerno 1h
Mgmt ForForElect Director Jeffrey C. Sprecher 1i
Mgmt ForForElect Director Judith A. Sprieser 1j
Mgmt ForForElect Director Vincent Tese 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Page 18 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
American Tower Corporation
Meeting Date: 05/18/2020
Record Date: 03/23/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 03027X100
Ticker: AMT
Meeting ID: 1417079
Primary CUSIP: 03027X100 Primary ISIN: US03027X1000 Primary SEDOL: B7FBFL2
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Thomas A. Bartlett Mgmt For For
Mgmt ForForElect Director Raymond P. Dolan 1b
Mgmt ForForElect Director Robert D. Hormats 1c
Mgmt ForForElect Director Gustavo Lara Cantu 1d
Mgmt ForForElect Director Grace D. Lieblein 1e
Mgmt ForForElect Director Craig Macnab 1f
Mgmt ForForElect Director JoAnn A. Reed 1g
Mgmt ForForElect Director Pamela D.A. Reeve 1h
Mgmt ForForElect Director David E. Sharbutt 1i
Mgmt ForForElect Director Bruce L. Tanner 1j
Mgmt ForForElect Director Samme L. Thompson 1k
Mgmt ForForRatify Deloitte & Touche LLP as Auditor 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReport on Political Contributions and Expenditures
4
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Chipotle Mexican Grill, Inc.
Meeting Date: 05/19/2020
Record Date: 03/26/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 169656105
Ticker: CMG
Meeting ID: 1418097
Primary CUSIP: 169656105 Primary ISIN: US1696561059 Primary SEDOL: B0X7DZ3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Albert S. Baldocchi Mgmt For For
Page 19 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Chipotle Mexican Grill, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Patricia Fili-Krushel 1.2
Mgmt ForForElect Director Neil W. Flanzraich 1.3
Mgmt ForForElect Director Robin Hickenlooper 1.4
Mgmt ForForElect Director Scott Maw 1.5
Mgmt ForForElect Director Ali Namvar 1.6
Mgmt ForForElect Director Brian Niccol 1.7
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstAdopt Share Retention Policy For Senior Executives
4
SH ForAgainstRequire Independent Board Chair 5
SH ForAgainstReport on Employment-Related Arbitration 6
SH ForAgainstProvide Right to Act by Written Consent 7
Amphenol Corporation
Meeting Date: 05/20/2020
Record Date: 03/23/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 032095101
Ticker: APH
Meeting ID: 1420292
Primary CUSIP: 032095101 Primary ISIN: US0320951017 Primary SEDOL: 2145084
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Stanley L. Clark Mgmt For For
Mgmt ForForElect Director John D. Craig 1.2
Mgmt AgainstForElect Director David P. Falck 1.3
Mgmt ForForElect Director Edward G. Jepsen 1.4
Mgmt ForForElect Director Robert A. Livingston 1.5
Mgmt ForForElect Director Martin H. Loeffler 1.6
Mgmt ForForElect Director R. Adam Norwitt 1.7
Mgmt ForForElect Director Anne Clarke Wolff 1.8
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Page 20 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Amphenol Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
Ross Stores, Inc.
Meeting Date: 05/20/2020
Record Date: 03/24/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 778296103
Ticker: ROST
Meeting ID: 1417794
Primary CUSIP: 778296103 Primary ISIN: US7782961038 Primary SEDOL: 2746711
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Michael Balmuth Mgmt For For
Mgmt ForForElect Director K. Gunnar Bjorklund 1b
Mgmt ForForElect Director Michael J. Bush 1c
Mgmt ForForElect Director Norman A. Ferber 1d
Mgmt ForForElect Director Sharon D. Garrett 1e
Mgmt ForForElect Director Stephen D. Milligan 1f
Mgmt ForForElect Director Patricia H. Mueller 1g
Mgmt ForForElect Director George P. Orban 1h
Mgmt ForForElect Director Gregory L. Quesnel 1i
Mgmt ForForElect Director Larree M. Renda 1j
Mgmt ForForElect Director Barbara Rentler 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
Thermo Fisher Scientific Inc.
Meeting Date: 05/20/2020
Record Date: 03/27/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 883556102
Ticker: TMO
Meeting ID: 1417795
Primary CUSIP: 883556102 Primary ISIN: US8835561023 Primary SEDOL: 2886907
Page 21 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Thermo Fisher Scientific Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Marc N. Casper Mgmt For For
Mgmt ForForElect Director Nelson J. Chai 1b
Mgmt ForForElect Director C. Martin Harris 1c
Mgmt ForForElect Director Tyler Jacks 1d
Mgmt ForForElect Director Judy C. Lewent 1e
Mgmt ForForElect Director Thomas J. Lynch 1f
Mgmt ForForElect Director Jim P. Manzi 1g
Mgmt ForForElect Director James C. Mullen 1h
Mgmt ForForElect Director Lars R. Sorensen 1i
Mgmt ForForElect Director Debora L. Spar 1j
Mgmt ForForElect Director Scott M. Sperling 1k
Mgmt ForForElect Director Dion J. Weisler 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditor 3
Verisk Analytics, Inc.
Meeting Date: 05/20/2020
Record Date: 03/23/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 92345Y106
Ticker: VRSK
Meeting ID: 1416506
Primary CUSIP: 92345Y106 Primary ISIN: US92345Y1064 Primary SEDOL: B4P9W92
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Christopher M. Foskett Mgmt For For
Mgmt ForForElect Director David B. Wright 1b
Mgmt ForForElect Director Annell R. Bay 1c
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
Page 22 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Zoetis Inc.
Meeting Date: 05/20/2020
Record Date: 03/26/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 98978V103
Ticker: ZTS
Meeting ID: 1417160
Primary CUSIP: 98978V103 Primary ISIN: US98978V1035 Primary SEDOL: B95WG16
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Gregory Norden Mgmt For For
Mgmt ForForElect Director Louise M. Parent 1b
Mgmt ForForElect Director Kristin C. Peck 1c
Mgmt ForForElect Director Robert W. Scully 1d
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt One YearOne YearAdvisory Vote on Say on Pay Frequency 3
Mgmt ForForRatify KPMG LLP as Auditor 4
PayPal Holdings, Inc.
Meeting Date: 05/21/2020
Record Date: 03/27/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 70450Y103
Ticker: PYPL
Meeting ID: 1418744
Primary CUSIP: 70450Y103 Primary ISIN: US70450Y1038 Primary SEDOL: BYW36M8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Rodney C. Adkins Mgmt For For
Mgmt AgainstForElect Director Jonathan Christodoro 1b
Mgmt ForForElect Director John J. Donahoe 1c
Mgmt ForForElect Director David W. Dorman 1d
Mgmt ForForElect Director Belinda J. Johnson 1e
Mgmt ForForElect Director Gail J. McGovern 1f
Mgmt ForForElect Director Deborah M. Messemer 1g
Mgmt ForForElect Director David M. Moffett 1h
Mgmt ForForElect Director Ann M. Sarnoff 1i
Page 23 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
PayPal Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Daniel H. Schulman 1j
Mgmt ForForElect Director Frank D. Yeary 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstAdopt Human and Indigenous People's Rights Policy
5
Amazon.com, Inc.
Meeting Date: 05/27/2020
Record Date: 04/02/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 023135106
Ticker: AMZN
Meeting ID: 1421672
Primary CUSIP: 023135106 Primary ISIN: US0231351067 Primary SEDOL: 2000019
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Jeffrey P. Bezos Mgmt For For
Mgmt ForForElect Director Rosalind G. Brewer 1b
Mgmt ForForElect Director Jamie S. Gorelick 1c
Mgmt ForForElect Director Daniel P. Huttenlocher 1d
Mgmt ForForElect Director Judith A. McGrath 1e
Mgmt ForForElect Director Indra K. Nooyi 1f
Mgmt ForForElect Director Jonathan J. Rubinstein 1g
Mgmt ForForElect Director Thomas O. Ryder 1h
Mgmt ForForElect Director Patricia Q. Stonesifer 1i
Mgmt ForForElect Director Wendell P. Weeks 1j
Mgmt ForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForReduce Ownership Threshold for Shareholders to Call Special Meeting
4
SH AgainstAgainstReport on Management of Food Waste 5
Page 24 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Amazon.com, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH ForAgainstReport on Customers' Use of its Surveillance and Computer Vision Products or Cloud-Based Services
6
SH ForAgainstReport on Potential Human Rights Impacts of Customers' Use of Rekognition
7
SH ForAgainstReport on Products Promoting Hate Speech and Sales of Offensive Products
8
SH AgainstAgainstRequire Independent Board Chairman 9
SH AgainstAgainstReport on Global Median Gender/Racial Pay Gap
10
SH AgainstAgainstReport on Reducing Environmental and Health Harms to Communities of Color
11
SH AgainstAgainstReport on Viewpoint Discrimination 12
SH AgainstAgainstReport on Promotion Velocity 13
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
14
SH AgainstAgainstHuman Rights Risk Assessment 15
SH ForAgainstReport on Lobbying Payments and Policy 16
Dollar General Corporation
Meeting Date: 05/27/2020
Record Date: 03/19/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 256677105
Ticker: DG
Meeting ID: 1415897
Primary CUSIP: 256677105 Primary ISIN: US2566771059 Primary SEDOL: B5B1S13
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Warren F. Bryant Mgmt For For
Mgmt ForForElect Director Michael M. Calbert 1b
MgmtElect Director Sandra B. Cochran *Withdrawn Resolution*
1c
Mgmt ForForElect Director Patricia D. Fili-Krushel 1d
Mgmt ForForElect Director Timothy I. McGuire 1e
Mgmt ForForElect Director William C. Rhodes, III 1f
Mgmt ForForElect Director Debra A. Sandler 1g
Page 25 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Dollar General Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Ralph E. Santana 1h
Mgmt ForForElect Director Todd J. Vasos 1i
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForApprove Charter Amendment to Replace Supermajority Vote Requirements with a Majority Vote Requirement
4
Mgmt ForForApprove Bylaw Amendment to Replace Supermajority Vote Requirements with a Majority Vote Requirement
5
Facebook, Inc.
Meeting Date: 05/27/2020
Record Date: 04/03/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 30303M102
Ticker: FB
Meeting ID: 1420141
Primary CUSIP: 30303M102 Primary ISIN: US30303M1027 Primary SEDOL: B7TL820
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Peggy Alford Mgmt For For
Mgmt WithholdForElect Director Marc L. Andreessen 1.2
Mgmt ForForElect Director Andrew W. Houston 1.3
Mgmt ForForElect Director Nancy Killefer 1.4
Mgmt ForForElect Director Robert M. Kimmitt 1.5
Mgmt ForForElect Director Sheryl K. Sandberg 1.6
Mgmt WithholdForElect Director Peter A. Thiel 1.7
Mgmt ForForElect Director Tracey T. Travis 1.8
Mgmt ForForElect Director Mark Zuckerberg 1.9
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstForApprove Non-Employee Director Compensation Policy
3
SH ForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
4
SH ForAgainstRequire Independent Board Chair 5
Page 26 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Facebook, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH ForAgainstRequire a Majority Vote for the Election of Directors
6
SH ForAgainstReport on Political Advertising 7
SH AgainstAgainstRequire Independent Director Nominee with Human and/or Civil Rights Experience
8
SH AgainstAgainstReport on Civil and Human Rights Risk Assessment
9
SH ForAgainstReport on Online Child Sexual Exploitation 10
SH AgainstAgainstReport on Median Gender/Racial Pay Gap 11
Illumina, Inc.
Meeting Date: 05/27/2020
Record Date: 03/30/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 452327109
Ticker: ILMN
Meeting ID: 1421707
Primary CUSIP: 452327109 Primary ISIN: US4523271090 Primary SEDOL: 2613990
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1A Elect Director Caroline D. Dorsa Mgmt For For
Mgmt ForForElect Director Robert S. Epstein 1B
Mgmt ForForElect Director Scott Gottlieb 1C
Mgmt ForForElect Director Philip W. Schiller 1D
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReport on Political Contributions 4
Shopify Inc.
Meeting Date: 05/27/2020
Record Date: 04/14/2020
Country: Canada
Meeting Type: Annual
Primary Security ID: 82509L107
Ticker: SHOP
Meeting ID: 1410267
Primary CUSIP: 82509L107 Primary ISIN: CA82509L1076 Primary SEDOL: BXDZ9Z0
Page 27 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Shopify Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for Class A Subordinate Voting and Class B Multiple Voting Shareholders
Mgmt
Mgmt ForForElect Director Tobias Luetke 1.1
Mgmt ForForElect Director Robert Ashe 1.2
Mgmt ForForElect Director Gail Goodman 1.3
Mgmt ForForElect Director Colleen Johnston 1.4
Mgmt ForForElect Director Jeremy Levine 1.5
Mgmt ForForElect Director John Phillips 1.6
Mgmt ForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote on Executive Compensation Approach
3
Fidelity National Information Services, Inc.
Meeting Date: 05/28/2020
Record Date: 04/01/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 31620M106
Ticker: FIS
Meeting ID: 1422665
Primary CUSIP: 31620M106 Primary ISIN: US31620M1062 Primary SEDOL: 2769796
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Lee Adrean Mgmt For For
Mgmt ForForElect Director Ellen R. Alemany 1b
Mgmt ForForElect Director Lisa A. Hook 1c
Mgmt ForForElect Director Keith W. Hughes 1d
Mgmt ForForElect Director Gary L. Lauer 1e
Mgmt ForForElect Director Gary A. Norcross 1f
Mgmt ForForElect Director Louise M. Parent 1g
Mgmt ForForElect Director Brian T. Shea 1h
Mgmt ForForElect Director James B. Stallings, Jr. 1i
Page 28 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Fidelity National Information Services, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Jeffrey E. Stiefler 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Alphabet Inc.
Meeting Date: 06/03/2020
Record Date: 04/07/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 02079K305
Ticker: GOOGL
Meeting ID: 1426233
Primary CUSIP: 02079K305 Primary ISIN: US02079K3059 Primary SEDOL: BYVY8G0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Larry Page Mgmt For For
Mgmt ForForElect Director Sergey Brin 1.2
Mgmt ForForElect Director Sundar Pichai 1.3
Mgmt ForForElect Director John L. Hennessy 1.4
Mgmt ForForElect Director Frances H. Arnold 1.5
Mgmt WithholdForElect Director L. John Doerr 1.6
Mgmt ForForElect Director Roger W. Ferguson Jr. 1.7
Mgmt WithholdForElect Director Ann Mather 1.8
Mgmt WithholdForElect Director Alan R. Mulally 1.9
Mgmt WithholdForElect Director K. Ram Shiram 1.10
Mgmt WithholdForElect Director Robin L. Washington 1.11
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAmend Omnibus Stock Plan 3
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
SH ForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
5
SH AgainstAgainstReport on Arbitration of Employment-Related Claims
6
SH ForAgainstEstablish Human Rights Risk Oversight Committee
7
Page 29 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Alphabet Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH AgainstAgainstRequire Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors
8
SH ForAgainstAssess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation
9
SH AgainstAgainstReport on Takedown Requests 10
SH ForAgainstRequire a Majority Vote for the Election of Directors
11
SH AgainstAgainstReport on Gender/Racial Pay Gap 12
SH AgainstAgainstRequire Independent Director Nominee with Human and/or Civil Rights Experience
13
SH AgainstAgainstReport on Whistleblower Policies and Practices
14
Comcast Corporation
Meeting Date: 06/03/2020
Record Date: 04/03/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 20030N101
Ticker: CMCSA
Meeting ID: 1425884
Primary CUSIP: 20030N101 Primary ISIN: US20030N1019 Primary SEDOL: 2044545
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kenneth J. Bacon Mgmt For For
Mgmt ForForElect Director Madeline S. Bell 1.2
Mgmt ForForElect Director Naomi M. Bergman 1.3
Mgmt ForForElect Director Edward D. Breen 1.4
Mgmt ForForElect Director Gerald L. Hassell 1.5
Mgmt ForForElect Director Jeffrey A. Honickman 1.6
Mgmt ForForElect Director Maritza G. Montiel 1.7
Mgmt ForForElect Director Asuka Nakahara 1.8
Mgmt ForForElect Director David C. Novak 1.9
Mgmt ForForElect Director Brian L. Roberts 1.10
Mgmt ForForRatify Deloitte & Touche LLP as Auditor 2
Mgmt AgainstForAmend Stock Option Plan 3
Page 30 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Comcast Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AgainstForAmend Restricted Stock Plan 4
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
SH ForAgainstReport on Lobbying Payments and Policy 6
SH ForAgainstRequire Independent Board Chair 7
SH AgainstAgainstReport on Risks Posed by Failing to Prevent Sexual Harassment
8
CoStar Group, Inc.
Meeting Date: 06/03/2020
Record Date: 04/08/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 22160N109
Ticker: CSGP
Meeting ID: 1426169
Primary CUSIP: 22160N109 Primary ISIN: US22160N1090 Primary SEDOL: 2262864
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Michael R. Klein Mgmt For For
Mgmt ForForElect Director Andrew C. Florance 1b
Mgmt ForForElect Director Laura Cox Kaplan 1c
Mgmt ForForElect Director Michael J. Glosserman 1d
Mgmt ForForElect Director John W. Hill 1e
Mgmt ForForElect Director Robert W. Musslewhite 1f
Mgmt ForForElect Director Christopher J. Nassetta 1g
Mgmt ForForElect Director Louise S. Sams 1h
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
lululemon athletica inc.
Meeting Date: 06/03/2020
Record Date: 04/08/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 550021109
Ticker: LULU
Meeting ID: 1423643
Primary CUSIP: 550021109 Primary ISIN: US5500211090 Primary SEDOL: B23FN39
Page 31 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
lululemon athletica inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Michael Casey Mgmt For For
Mgmt ForForElect Director Glenn Murphy 1b
Mgmt ForForElect Director David M. Mussafer 1c
Mgmt ForForElect Director Stephanie Ferris 1d
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstAdopt Policy to Eliminate the Sale of Items Containing Down Feathers
4
Vertex Pharmaceuticals Incorporated
Meeting Date: 06/03/2020
Record Date: 04/09/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 92532F100
Ticker: VRTX
Meeting ID: 1431005
Primary CUSIP: 92532F100 Primary ISIN: US92532F1003 Primary SEDOL: 2931034
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Sangeeta N. Bhatia Mgmt For For
Mgmt ForForElect Director Lloyd Carney 1.2
Mgmt ForForElect Director Alan Garber 1.3
Mgmt ForForElect Director Terrence Kearney 1.4
Mgmt ForForElect Director Reshma Kewalramani 1.5
Mgmt ForForElect Director Yuchun Lee 1.6
Mgmt ForForElect Director Jeffrey M. Leiden 1.7
Mgmt ForForElect Director Margaret G. McGlynn 1.8
Mgmt ForForElect Director Diana McKenzie 1.9
Mgmt ForForElect Director Bruce I. Sachs 1.10
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Page 32 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Vertex Pharmaceuticals Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReport on Lobbying Payments and Policy 4
Netflix, Inc.
Meeting Date: 06/04/2020
Record Date: 04/08/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 64110L106
Ticker: NFLX
Meeting ID: 1424436
Primary CUSIP: 64110L106 Primary ISIN: US64110L1061 Primary SEDOL: 2857817
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Reed Hastings Mgmt For Withhold
Mgmt WithholdForElect Director Jay C. Hoag 1b
Mgmt ForForElect Director Mathias Dopfner 1c
Mgmt ForForRatify Ernst & Young LLP as Auditor 2
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForApprove Omnibus Stock Plan 4
SH ForAgainstReport on Political Contributions 5
SH ForAgainstAdopt Simple Majority Vote 6
SH AgainstAgainstReport on Risks of Omitting Viewpoint and Ideology from EEO Policy
7
Roper Technologies, Inc.
Meeting Date: 06/08/2020
Record Date: 04/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 776696106
Ticker: ROP
Meeting ID: 1426190
Primary CUSIP: 776696106 Primary ISIN: US7766961061 Primary SEDOL: 2749602
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Shellye L. Archambeau Mgmt For For
Page 33 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Roper Technologies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Amy Woods Brinkley 1.2
Mgmt ForForElect Director John F. Fort, III 1.3
Mgmt ForForElect Director L. Neil Hunn 1.4
Mgmt ForForElect Director Robert D. Johnson 1.5
Mgmt ForForElect Director Robert E. Knowling, Jr. 1.6
Mgmt ForForElect Director Wilbur J. Prezzano 1.7
Mgmt ForForElect Director Laura G. Thatcher 1.8
Mgmt ForForElect Director Richard F. Wallman 1.9
Mgmt ForForElect Director Christopher Wright 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForApprove Non-Employee Director Compensation Plan
4
NVIDIA Corporation
Meeting Date: 06/09/2020
Record Date: 04/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 67066G104
Ticker: NVDA
Meeting ID: 1433054
Primary CUSIP: 67066G104 Primary ISIN: US67066G1040 Primary SEDOL: 2379504
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Robert K. Burgess Mgmt For For
Mgmt ForForElect Director Tench Coxe 1b
Mgmt ForForElect Director Persis S. Drell 1c
Mgmt ForForElect Director Jen-Hsun Huang 1d
Mgmt ForForElect Director Dawn Hudson 1e
Mgmt ForForElect Director Harvey C. Jones 1f
Mgmt ForForElect Director Michael G. McCaffery 1g
Mgmt ForForElect Director Stephen C. Neal 1h
Page 34 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
NVIDIA Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Mark L. Perry 1i
Mgmt ForForElect Director A. Brooke Seawell 1j
Mgmt ForForElect Director Mark A. Stevens 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForAmend Omnibus Stock Plan 4
Mgmt ForForAmend Qualified Employee Stock Purchase Plan
5
Black Knight, Inc.
Meeting Date: 06/10/2020
Record Date: 04/13/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 09215C105
Ticker: BKI
Meeting ID: 1430744
Primary CUSIP: 09215C105 Primary ISIN: US09215C1053 Primary SEDOL: BDG75V1
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Anthony M. Jabbour Mgmt For For
Mgmt ForForElect Director Richard N. Massey 1.2
Mgmt ForForElect Director John D. Rood 1.3
Mgmt ForForElect Director Nancy L. Shanik 1.4
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Activision Blizzard, Inc.
Meeting Date: 06/11/2020
Record Date: 04/15/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 00507V109
Ticker: ATVI
Meeting ID: 1426230
Primary CUSIP: 00507V109 Primary ISIN: US00507V1098 Primary SEDOL: 2575818
Page 35 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Activision Blizzard, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Reveta Bowers Mgmt For For
Mgmt ForForElect Director Robert Corti 1b
Mgmt ForForElect Director Hendrik Hartong, III 1c
Mgmt ForForElect Director Brian Kelly 1d
Mgmt ForForElect Director Robert Kotick 1e
Mgmt ForForElect Director Barry Meyer 1f
Mgmt ForForElect Director Robert Morgado 1g
Mgmt ForForElect Director Peter Nolan 1h
Mgmt ForForElect Director Dawn Ostroff 1i
Mgmt ForForElect Director Casey Wasserman 1j
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForAgainstReport on Political Contributions Disclosure 4
Dollar Tree, Inc.
Meeting Date: 06/11/2020
Record Date: 04/09/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 256746108
Ticker: DLTR
Meeting ID: 1425738
Primary CUSIP: 256746108 Primary ISIN: US2567461080 Primary SEDOL: 2272476
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Arnold S. Barron Mgmt For For
Mgmt ForForElect Director Gregory M. Bridgeford 1b
Mgmt ForForElect Director Thomas W. Dickson 1c
Mgmt ForForElect Director Lemuel E. Lewis 1d
Mgmt ForForElect Director Jeffrey G. Naylor 1e
Mgmt ForForElect Director Gary M. Philbin 1f
Page 36 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Dollar Tree, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Bob Sasser 1g
Mgmt ForForElect Director Thomas A. Saunders, III 1h
Mgmt ForForElect Director Stephanie P. Stahl 1i
Mgmt ForForElect Director Carrie A. Wheeler 1j
Mgmt ForForElect Director Thomas E. Whiddon 1k
Mgmt ForForElect Director Carl P. Zeithaml 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
SH ForAgainstReport on Greenhouse Gas Emissions Goals 4
salesforce.com, inc.
Meeting Date: 06/11/2020
Record Date: 04/16/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 79466L302
Ticker: CRM
Meeting ID: 1434280
Primary CUSIP: 79466L302 Primary ISIN: US79466L3024 Primary SEDOL: 2310525
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Marc Benioff Mgmt For For
Mgmt ForForElect Director Craig Conway 1b
Mgmt ForForElect Director Parker Harris 1c
Mgmt ForForElect Director Alan Hassenfeld 1d
Mgmt ForForElect Director Neelie Kroes 1e
Mgmt ForForElect Director Colin Powell 1f
Mgmt ForForElect Director Sanford Robertson 1g
Mgmt ForForElect Director John V. Roos 1h
Mgmt ForForElect Director Robin Washington 1i
Mgmt ForForElect Director Maynard Webb 1j
Mgmt ForForElect Director Susan Wojcicki 1k
Mgmt AgainstForAmend Omnibus Stock Plan 2
Page 37 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
salesforce.com, inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AgainstForAmend Qualified Employee Stock Purchase Plan
3
Mgmt ForForRatify Ernst & Young LLP as Auditors 4
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
SH ForAgainstProvide Right to Act by Written Consent 6
Mastercard Incorporated
Meeting Date: 06/16/2020
Record Date: 04/20/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 57636Q104
Ticker: MA
Meeting ID: 1433047
Primary CUSIP: 57636Q104 Primary ISIN: US57636Q1040 Primary SEDOL: B121557
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Richard Haythornthwaite Mgmt For For
Mgmt ForForElect Director Ajay Banga 1b
Mgmt ForForElect Director Richard K. Davis 1c
Mgmt ForForElect Director Steven J. Freiberg 1d
Mgmt ForForElect Director Julius Genachowski 1e
Mgmt AgainstForElect Director Choon Phong Goh 1f
Mgmt ForForElect Director Merit E. Janow 1g
Mgmt ForForElect Director Oki Matsumoto 1h
Mgmt ForForElect Director Youngme Moon 1i
Mgmt ForForElect Director Rima Qureshi 1j
Mgmt ForForElect Director Jose Octavio Reyes Lagunes 1k
Mgmt ForForElect Director Gabrielle Sulzberger 1l
Mgmt ForForElect Director Jackson Tai 1m
Mgmt ForForElect Director Lance Uggla 1n
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Page 38 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Square, Inc.
Meeting Date: 06/16/2020
Record Date: 04/20/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 852234103
Ticker: SQ
Meeting ID: 1426194
Primary CUSIP: 852234103 Primary ISIN: US8522341036 Primary SEDOL: BYNZGK1
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Roelof Botha Mgmt For Withhold
Mgmt ForForElect Director Amy Brooks 1.2
Mgmt WithholdForElect Director James McKelvey 1.3
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstReport on Non-Management Employee Representation on the Board of Directors
4
ServiceNow, Inc.
Meeting Date: 06/17/2020
Record Date: 04/20/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 81762P102
Ticker: NOW
Meeting ID: 1426310
Primary CUSIP: 81762P102 Primary ISIN: US81762P1021 Primary SEDOL: B80NXX8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director William R. "Bill" McDermott Mgmt For For
Mgmt ForForElect Director Anita M. Sands 1b
Mgmt ForForElect Director Dennis M. Woodside 1c
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForDeclassify the Board of Directors 4
Mgmt One YearOne YearAdvisory Vote on Say on Pay Frequency 5
Page 39 of 40
Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS U.S. Growth Fund
Equinix, Inc.
Meeting Date: 06/18/2020
Record Date: 04/20/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 29444U700
Ticker: EQIX
Meeting ID: 1430688
Primary CUSIP: 29444U700 Primary ISIN: US29444U7000 Primary SEDOL: BVLZX12
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Thomas Bartlett Mgmt For For
Mgmt ForForElect Director Nanci Caldwell 1.2
Mgmt ForForElect Director Adaire Fox-Martin 1.3
Mgmt ForForElect Director Gary Hromadko 1.4
Mgmt ForForElect Director William Luby 1.5
Mgmt ForForElect Director Irving Lyons, III 1.6
Mgmt ForForElect Director Charles Meyers 1.7
Mgmt ForForElect Director Christopher Paisley 1.8
Mgmt ForForElect Director Sandra Rivera 1.9
Mgmt ForForElect Director Peter Van Camp 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForApprove Omnibus Stock Plan 3
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForAgainstReport on Political Contributions 5
Page 40 of 40
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