# EDGAR Filing Document

**Accession Number:** 0000820743
**File Stem:** 0001438934-25-001580
**Filing Date:** 2025-8
**Character Count:** 53731
**Document Hash:** 84e5a804db4110afec466d28c7aea183
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-001580.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001438934-25-001580

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CRAMER ROSENTHAL MCGLYNN LLC
- **CENTRAL INDEX KEY:** 0000820743

**ORGANIZATION NAME:**
- **EIN:** 133156718
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-02028
- **FILM NUMBER:** 251251655

**BUSINESS ADDRESS:**
- **STREET 1:** 300 FIRST STAMFORD PLACE, SUITE 440
- **CITY:** STAMFORD
- **STATE:** CT
- **ZIP:** 06902
- **BUSINESS PHONE:** 2124150474

**MAIL ADDRESS:**
- **STREET 1:** 300 FIRST STAMFORD PLACE, SUITE 440
- **CITY:** STAMFORD
- **STATE:** CT
- **ZIP:** 06902

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CRAMER ROSENTHAL MCGLYNN INC
- **DATE OF NAME CHANGE:** 19980601

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0000820743

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Cramer Rosenthal McGlynn LLC

**Address:** 300 First Stamford Place, Stamford, CT 06902

**Telephone number:** 212-326-5300

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-02028

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                           | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                         | VOTE CATEGORY                |     SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ACV AUCTIONS INC.                        | 00091G104 | 05/28/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.37741e+06 |             6177 | FOR         | 1377410                                  | FOR                         |  |
| ADVANCED DRAINAGE SYSTEMS, INC.          | 00790R104 | 07/18/2024     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  65351           |                0 | FOR         | 65351                                    | FOR                         |  |
| AGILYSYS, INC.                           | 00847J105 | 09/12/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers set forth in the attached Proxy Statement.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  37521           |                0 | FOR         | 37521                                    | FOR                         |  |
| ALCON INC.                               | H01301128 | 05/06/2025     | Consultative vote on the 2024 Compensation Report                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   3568           |                0 | FOR         | 3568                                     | FOR                         |  |
| AMETEK, INC.                             | 031100100 | 05/07/2025     | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  18555           |                0 | FOR         | 18555                                    | FOR                         |  |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC.    | 03820C105 | 10/22/2024     | Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  15020           |                0 | FOR         | 15020                                    | FOR                         |  |
| ASHLAND INC.                             | 044186104 | 01/21/2025     | Approval of the non-binding advisory resolution approving the compensation paid to Ashland's named executive officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 158421           |                0 | FOR         | 158421                                   | FOR                         |  |
| ATMOS ENERGY CORPORATION                 | 049560105 | 02/05/2025     | Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  47532           |               12 | FOR         | 47532                                    | FOR                         |  |
| AVERY DENNISON CORPORATION               | 053611109 | 04/24/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  37633           |                0 | FOR         | 37633                                    | FOR                         |  |
| BANK OF HAWAII CORPORATION               | 062540109 | 04/25/2025     | Say on Pay - An advisory vote on executive compensation.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 281520           |                0 | FOR         | 281520                                   | FOR                         |  |
| BANKUNITED, INC.                         | 06652K103 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 339989           |                0 | FOR         | 339989                                   | FOR                         |  |
| BIO-TECHNE CORP                          | 09073M104 | 10/24/2024     | Approve, on an advisory basis, the compensation of our executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 236334           |             1000 | FOR         | 236334                                   | FOR                         |  |
| BIOLIFE SOLUTIONS, INC.                  | 09062W204 | 08/01/2024     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 719054           |            30669 | FOR         | 719054                                   | FOR                         |  |
| BJ'S RESTAURANTS, INC.                   | 09180C106 | 06/12/2025     | Approval, on an advisory and non-binding basis, of the compensation of named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 121065           |                0 | FOR         | 121065                                   | FOR                         |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  29301           |                0 | FOR         | 29301                                    | FOR                         |  |
| BURLINGTON STORES, INC.                  | 122017106 | 05/20/2025     | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  32724           |                0 | FOR         | 32724                                    | FOR                         |  |
| CACTUS, INC.                             | 127203107 | 05/13/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as reported in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  75160           |                0 | FOR         | 75160                                    | FOR                         |  |
| CACTUS, INC.                             | 127203107 | 05/13/2025     | To approve, on a non-binding, advisory basis, the frequency of holding advisory votes on the compensation of our named executive officers.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  75160           |                0 | 1 YEAR      | 75160                                    | AGAINST                     |  |
| CADENCE BANK                             | 12740C103 | 04/23/2025     | Non-Binding, Advisory Vote Regarding the Compensation of the Named Executive Officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  65282           |                0 | FOR         | 65282                                    | FOR                         |  |
| CAMDEN PROPERTY TRUST                    | 133131102 | 05/09/2025     | Approval, by an advisory vote, of executive compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  88984           |                0 | FOR         | 88984                                    | FOR                         |  |
| CANADIAN PACIFIC KANSAS CITY LIMITED     | 13646K108 | 04/30/2025     | Advisory vote to approve the Corporation's approach to executive compensation as described in the Proxy Circular.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 111815           |                0 | FOR         | 111815                                   | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION        | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  38699           |                0 | FOR         | 38699                                    | FOR                         |  |
| CAPITOL FEDERAL FINANCIAL, INC.          | 14057J101 | 01/28/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 576898           |                0 | FOR         | 576898                                   | FOR                         |  |
| CBRE GROUP, INC.                         | 12504L109 | 05/21/2025     | Advisory vote to approve named executive officer compensation for 2024.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  40862           |                0 | FOR         | 40862                                    | FOR                         |  |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC.  | 12510Q100 | 05/22/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting.                                                                   | SECTION 14A SAY-ON-PAY VOTES | 405580           |                0 | AGAINST     | 405580                                   | AGAINST                     |  |
| CENTRAL PACIFIC FINANCIAL CORP.          | 154760409 | 04/24/2025     | To approve, on a non-binding advisory basis, the compensation of the company's named executive officers ("Say-On-Pay").                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 154382           |                0 | FOR         | 154382                                   | FOR                         |  |
| CENTURI HOLDINGS, INC.                   | 155923105 | 04/16/2025     | Approval, on a non-binding, advisory basis, of executive compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 146998           |                0 | FOR         | 146998                                   | FOR                         |  |
| CENTURI HOLDINGS, INC.                   | 155923105 | 04/16/2025     | Approval, on a non-binding, advisory basis, of the frequency of the non-binding advisory vote on executive compensation.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 146998           |                0 | 1 YEAR      | 146998                                   | FOR                         |  |
| CHESAPEAKE UTILITIES CORPORATION         | 165303108 | 05/07/2025     | Approve on an advisory non-binding basis the compensation of the Company's Named Executive Officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  25529           |                0 | FOR         | 25529                                    | FOR                         |  |
| CIENA CORPORATION                        | 171779309 | 03/27/2025     | Advisory vote on our named executive officer compensation, as described in the proxy materials.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 161526           |                0 | FOR         | 161526                                   | FOR                         |  |
| CITIGROUP INC.                           | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  34585           |                0 | FOR         | 34585                                    | FOR                         |  |
| CLEAN HARBORS, INC.                      | 184496107 | 05/21/2025     | To approve on a non-binding, advisory basis, the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.                                                                        | SECTION 14A SAY-ON-PAY VOTES |  48835           |                0 | FOR         | 48835                                    | FOR                         |  |
| CLEARWATER PAPER CORPORATION             | 18538R103 | 05/08/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  90871           |                0 | FOR         | 90871                                    | FOR                         |  |
| CONCENTRA GROUP HOLDINGS PARENT INC      | 20603L102 | 05/01/2025     | Hold a non-binding advisory vote on the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 631375           |               80 | FOR         | 631375                                   | FOR                         |  |
| CONCENTRA GROUP HOLDINGS PARENT INC      | 20603L102 | 05/01/2025     | Hold a non-binding advisory vote on the frequency of the advisory vote on the compensation of our named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 631375           |               80 | 1 YEAR      | 631375                                   | FOR                         |  |
| COPT DEFENSE PROPERTIES                  | 22002T108 | 05/20/2025     | Approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement for this meeting.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  62572           |                0 | FOR         | 62572                                    | FOR                         |  |
| CORTEVA INC.                             | 22052L104 | 04/30/2025     | Advisory resolution to approve executive compensation of the Company's named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  20442           |                0 | FOR         | 20442                                    | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY               | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  58445           |                0 | FOR         | 58445                                    | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY               | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  58445           |                0 | 1 YEAR      | 58445                                    | FOR                         |  |
| EAGLE MATERIALS INC.                     | 26969P108 | 08/01/2024     | Advisory resolution to approve the compensation of our named executive officers.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  40973           |                0 | FOR         | 40973                                    | FOR                         |  |
| ELANCO ANIMAL HEALTH INCORPORATED        | 28414H103 | 05/16/2025     | Advisory vote on the compensation of the company's named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  59647           |                0 | FOR         | 59647                                    | FOR                         |  |
| ELANCO ANIMAL HEALTH INCORPORATED        | 28414H103 | 05/16/2025     | Advisory vote on the frequency with which shareholders vote on the compensation of the company's named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  59647           |                0 | 1 YEAR      | 59647                                    | FOR                         |  |
| ENVESTNET, INC.                          | 29404K106 | 09/24/2024     | To approve, on a non-binding advisory basis, the compensation that will or may become payable by Envestnet to its named executive officers in connection with the Merger.                                                                | SECTION 14A SAY-ON-PAY VOTES |  36379           |                0 | FOR         | 36379                                    | FOR                         |  |
| EVERCORE INC.                            | 29977A105 | 06/11/2025     | To approve, on an advisory basis, the executive compensation of our Named Executive Officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  38918           |                0 | FOR         | 38918                                    | FOR                         |  |
| FIRST AMERICAN FINANCIAL CORPORATION     | 31847R102 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 355078           |                0 | FOR         | 355078                                   | FOR                         |  |
| FOOT LOCKER, INC.                        | 344849104 | 05/21/2025     | Vote, on an Advisory Basis, to Approve the Company's Named Executive Officers' Compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 806925           |                0 | FOR         | 806925                                   | FOR                         |  |
| FULTON FINANCIAL CORPORATION             | 360271100 | 05/20/2025     | A non-binding advisory proposal to approve the compensation of Fulton Financial Corporation's ("Fulton") named executive officers.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 765405           |                0 | FOR         | 765405                                   | FOR                         |  |
| GLOBAL PAYMENTS INC.                     | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 108822           |                0 | AGAINST     | 108822                                   | AGAINST                     |  |
| H.B. FULLER COMPANY                      | 359694106 | 04/15/2025     | A non-binding advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  44988           |                0 | FOR         | 44988                                    | FOR                         |  |
| HANCOCK WHITNEY CORPORATION              | 410120109 | 04/23/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  13365           |                0 | FOR         | 13365                                    | FOR                         |  |
| HAYWARD HOLDINGS, INC.                   | 421298100 | 05/22/2025     | To approve, on an advisory basis, of the compensation for the named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 721213           |                0 | FOR         | 721213                                   | FOR                         |  |
| HORACE MANN EDUCATORS CORPORATION        | 440327104 | 05/14/2025     | Approve the advisory resolution to approve Named Executive Officers' compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 387765           |                0 | FOR         | 387765                                   | FOR                         |  |
| HUB GROUP, INC.                          | 443320106 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 356590           |                0 | FOR         | 356590                                   | FOR                         |  |
| I3 VERTICALS, INC.                       | 46571Y107 | 02/25/2025     | To consider and act upon a non-binding, advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                         | SECTION 14A SAY-ON-PAY VOTES | 114099           |                0 | FOR         | 114099                                   | FOR                         |  |
| INTAPP, INC                              | 45827U109 | 11/13/2024     | To conduct an advisory vote to approve named executive officer compensation ("Say-On-Pay Vote").                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 306684           |                0 | FOR         | 306684                                   | FOR                         |  |
| INTAPP, INC                              | 45827U109 | 11/13/2024     | To conduct an advisory vote on the frequency of future Say-On-Pay Votes.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 306684           |                0 | 1 YEAR      | 306684                                   | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |   8000           |                0 | FOR         | 8000                                     | FOR                         |  |
| ITRON, INC.                              | 465741106 | 05/08/2025     | Proposal to approve the advisory (non-binding) resolution relating to executive compensation.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  48724           |                0 | FOR         | 48724                                    | FOR                         |  |
| KNOWLES CORPORATION                      | 49926D109 | 04/29/2025     | Non-binding, advisory vote to approve named executive officer compensation.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 466466           |                0 | FOR         | 466466                                   | FOR                         |  |
| KYNDRYL HOLDINGS, INC.                   | 50155Q100 | 07/25/2024     | Approval, in an advisory, non-binding vote, of the compensation of our named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| LANCASTER COLONY CORPORATION             | 513847103 | 11/06/2024     | To approve, by non-binding vote, the compensation of the Corporation's named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  35353           |                0 | FOR         | 35353                                    | FOR                         |  |
| LENDINGCLUB CORPORATION                  | 52603A208 | 06/03/2025     | Approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 597750           |                0 | FOR         | 597750                                   | FOR                         |  |
| MARATHON OIL CORPORATION                 | 565849106 | 08/29/2024     | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement. | SECTION 14A SAY-ON-PAY VOTES | 173084           |                0 | AGAINST     | 173084                                   | AGAINST                     |  |
| MARTIN MARIETTA MATERIALS, INC.          | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   3725           |                0 | FOR         | 3725                                     | FOR                         |  |
| MASIMO CORPORATION                       | 574795100 | 09/19/2024     | To provide an advisory vote to approve the compensation of our named executive officers.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| MASIMO CORPORATION                       | 574795100 | 09/19/2024     | An advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  57294           |                0 | AGAINST     | 57294                                    | FOR                         |  |
| MASIMO CORPORATION                       | 574795100 | 04/29/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  69145           |                0 | FOR         | 69145                                    | FOR                         |  |
| MATADOR RESOURCES COMPANY                | 576485205 | 06/12/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 227798           |                0 | FOR         | 227798.157                               | FOR                         |  |
| MICROCHIP TECHNOLOGY INCORPORATED        | 595017104 | 08/20/2024     | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  24628           |                0 | FOR         | 24628                                    | FOR                         |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |   5831           |                0 | FOR         | 5831                                     | FOR                         |  |
| MIDDLESEX WATER COMPANY                  | 596680108 | 05/20/2025     | To approve a non-binding advisory vote to approve named executive officer compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  62145           |                0 | FOR         | 62145                                    | FOR                         |  |
| MOBILEYE GLOBAL INC.                     | 60741F104 | 06/12/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 163106           |                0 | FOR         | 163106                                   | FOR                         |  |
| MOELIS  COMPANY                          | 60786M105 | 06/05/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  56602           |                0 | FOR         | 56602                                    | FOR                         |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   6888           |                0 | FOR         | 6888                                     | FOR                         |  |
| MONGODB, INC.                            | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   6888           |                0 | 1 YEAR      | 6888                                     | FOR                         |  |
| MRC GLOBAL INC.                          | 55345K103 | 05/29/2025     | Approve a non-binding advisory resolution approving the Company's named executive officer compensation                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 721309           |                0 | FOR         | 721309                                   | FOR                         |  |
| MRC GLOBAL INC.                          | 55345K103 | 05/29/2025     | Recommend, on an advisory basis, the frequency of an advisory vote on the Company's named executive officer compensation                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 721309           |                0 | 1 YEAR      | 721309                                   | FOR                         |  |
| MUELLER WATER PRODUCTS, INC.             | 624758108 | 02/06/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  77704           |                0 | FOR         | 77704                                    | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  21747           |                0 | FOR         | 21747                                    | FOR                         |  |
| NISOURCE INC.                            | 65473P105 | 05/12/2025     | To approve named executive officer compensation on an advisory basis.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 416010           |                0 | FOR         | 416010                                   | FOR                         |  |
| NOVARTIS AG                              | 66987V109 | 03/07/2025     | Advisory vote on the 2024 Compensation Report.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  17840           |                0 | FOR         | 17840                                    | FOR                         |  |
| OMNICELL, INC.                           | 68213N109 | 05/21/2025     | Say on Pay - An advisory vote to approve named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  91330           |                0 | FOR         | 91330                                    | FOR                         |  |
| PTC INC.                                 | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  75526           |                0 | FOR         | 75526                                    | FOR                         |  |
| RANGE RESOURCES CORPORATION              | 75281A109 | 05/14/2025     | To consider and vote on a non-binding proposal to approve our executive compensation philosophy ("say-on-pay").                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 221750           |                0 | FOR         | 221750                                   | FOR                         |  |
| REGAL REXNORD CORPORATION                | 758750103 | 04/29/2025     | Advisory vote on the compensation of the company's named executive officers as disclosed in the company's proxy statement.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 128249           |                0 | FOR         | 128249                                   | FOR                         |  |
| ROGERS CORPORATION                       | 775133101 | 05/05/2025     | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  84921           |                0 | FOR         | 84921                                    | FOR                         |  |
| RPM INTERNATIONAL INC.                   | 749685103 | 10/03/2024     | Approve the Company's executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  12988           |             2200 | FOR         | 12988                                    | FOR                         |  |
| SKYLINE CHAMPION CORPORATION             | 830830105 | 08/01/2024     | To consider a non-binding advisory vote on fiscal 2024 compensation paid to Skyline Champion's Named Executive Officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 281911           |                0 | FOR         | 281911                                   | FOR                         |  |
| STERICYCLE, INC.                         | 858912108 | 08/14/2024     | To approve on a non-binding, advisory basis, certain compensation that will or may become payable to Stericycle, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.               | SECTION 14A SAY-ON-PAY VOTES | 170077           |                0 | FOR         | 170077                                   | FOR                         |  |
| STEVEN MADDEN, LTD.                      | 556269108 | 05/21/2025     | TO APPROVE, BY NON-BINDING ADVISORY VOTE, THE EXECUTIVE COMPENSATION DESCRIBED IN THE STEVEN MADDEN, LTD. PROXY STATEMENT.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 140635           |                0 | FOR         | 140635                                   | FOR                         |  |
| STEWART INFORMATION SERVICES CORPORATION | 860372101 | 05/07/2025     | Approval of the compensation of Stewart Information Services Corporation's named executive officers (Say-on-Pay).                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  27713           |                0 | FOR         | 27713                                    | FOR                         |  |
| SUN COMMUNITIES, INC.                    | 866674104 | 05/13/2025     | To approve, by a non-binding advisory vote, executive compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 134838           |                0 | FOR         | 134838                                   | FOR                         |  |
| TANGER INC.                              | 875465106 | 05/09/2025     | To approve, on an advisory (non-binding) basis, named executive officer compensation.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  37275           |                0 | FOR         | 37275                                    | FOR                         |  |
| TELEDYNE TECHNOLOGIES INCORPORATED       | 879360105 | 04/23/2025     | Approval of a non-binding advisory resolution on the Company's 2024 executive compensation ("say on pay")                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  33369           |                0 | FOR         | 33369                                    | FOR                         |  |
| TERRENO REALTY CORPORATION               | 88146M101 | 05/06/2025     | Adoption of a resolution to approve, on a non-binding advisory basis, the compensation of certain executives, as more fully described in the proxy statement.                                                                            | SECTION 14A SAY-ON-PAY VOTES | 246459           |             2195 | FOR         | 246459                                   | FOR                         |  |
| TFS FINANCIAL CORPORATION                | 87240R107 | 02/20/2025     | Advisory vote on compensation of named Executive Officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 667213           |                0 | FOR         | 667213                                   | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  34157           |                0 | FOR         | 34157                                    | FOR                         |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   1000           |                0 | FOR         | 1000                                     | FOR                         |  |
| THE ESTEE LAUDER COMPANIES INC.          | 518439104 | 11/08/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   6970           |                0 | AGAINST     | 6970                                     | AGAINST                     |  |
| TRUIST FINANCIAL CORPORATION             | 89832Q109 | 04/29/2025     | Advisory vote to approve Truist's executive compensation program.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 157800           |                0 | AGAINST     | 157800                                   | AGAINST                     |  |
| URBAN EDGE PROPERTIES                    | 91704F104 | 05/07/2025     | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement.                                                                           | SECTION 14A SAY-ON-PAY VOTES |  63688           |                0 | FOR         | 63688                                    | FOR                         |  |
| VICTORIA'S SECRET  CO.                   | 926400102 | 06/18/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 781768           |                0 | FOR         | 781768                                   | FOR                         |  |
| VONTIER CORPORATION                      | 928881101 | 05/27/2025     | To approve, on an advisory basis, Vontier's named executive officer compensation as disclosed in the Proxy Statement.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 351583           |                0 | FOR         | 351583                                   | FOR                         |  |
| WILLSCOT HOLDINGS CORPORATION            | 971378104 | 06/06/2025     | To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  60551           |                0 | FOR         | 60551                                    | FOR                         |  |
| WOODWARD, INC.                           | 980745103 | 01/29/2025     | Vote on an advisory resolution regarding the compensation of the Company's named executive officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  23965           |                0 | FOR         | 23965                                    | FOR                         |  |
| XENIA HOTELS  RESORTS, INC.              | 984017103 | 05/13/2025     | To approve, on an advisory and non-binding basis, the compensation of the named executive officers as disclosed in the proxy statement.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 525764           |                0 | FOR         | 525764                                   | FOR                         |  |
| XYLEM INC.                               | 98419M100 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  43020           |                0 | FOR         | 43020                                    | FOR                         |  |
| ZOOMINFO TECHNOLOGIES INC.               | 98980F104 | 05/14/2025     | To approve, on an advisory, non-binding basis, the compensation of our named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.05066e+06 |                0 | FOR         | 1050656                                  | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Cramer Rosenthal McGlynn LLC

**By (Signature):** Stephen Gaeta

**By (Printed Signature):** Stephen Gaeta

**By (Title):** Chief Compliance Officer

**Date:** 07/17/2025