# EDGAR Filing Document

**Accession Number:** 0001443689
**File Stem:** 0001443689-25-000017
**Filing Date:** 2025-8
**Character Count:** 25769
**Document Hash:** 1ac0a012d177a1dfdda532521111f09e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001443689-25-000017.hdr.sgml**: 20250821

**ACCESSION NUMBER**: 0001443689-25-000017

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250821

**EFFECTIVENESS DATE**: 20250821

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Senator Investment Group LP
- **CENTRAL INDEX KEY:** 0001443689

**ORGANIZATION NAME:**
- **EIN:** 262124641
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13389
- **FILM NUMBER:** 251239142

**BUSINESS ADDRESS:**
- **STREET 1:** 124 E. 14TH STREET
- **STREET 2:** 20TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10003
- **BUSINESS PHONE:** (212) 376-4305

**MAIL ADDRESS:**
- **STREET 1:** 124 E. 14TH STREET
- **STREET 2:** 20TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10003

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

## N-PX: Filer Information

**Filer CIK:** 0001443689

**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:** Senator Investment Group LP

**Address:** 124 E 14th Street, New York, NY 10003

**Telephone number:** 212-376-4300

**Name of agent for service:** Edward Larmann

**Agent Address:** 124 E 14th Street, New York, NY 10003

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

**SEC File Number:** 028-13389

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 1CREOOR0KBP7SJQVGU28

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Air Products and Chemicals, Inc.     | 009158106 | 01/23/2025     | An advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 269550           |                0 | FOR         |                         269550           | NONE                        |  |
| Amazon.com, Inc.                     | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 325000           |                0 | FOR         |                         325000           | FOR                         |  |
| ATI Inc.                             | 01741R102 | 05/16/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 880630           |                0 | FOR         |                         880630           | 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 | 310489           |                0 | FOR         |                         310489           | FOR                         |  |
| Carvana Co.                          | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay").                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 385495           |                0 | FOR         |                         385495           | FOR                         |  |
| Carvana Co.                          | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency").                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 385495           |                0 | 1 YEAR      |                         385495           | FOR                         |  |
| Cogent Communications Holdings, Inc. | 19239V302 | 05/07/2025     | Non-Binding Advisory Vote to approve Named Executive Officer Compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 586474           |                0 | AGAINST     |                         586474           | AGAINST                     |  |
| Comcast Corporation                  | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.5e+06     |                0 | FOR         |                              1.5e+06     | FOR                         |  |
| Danaher Corporation                  | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  22895           |                0 | FOR         |                          22895           | FOR                         |  |
| Edwards Lifesciences Corporation     | 28176E108 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 500000           |                0 | FOR         |                         500000           | FOR                         |  |
| Eli Lilly and Company                | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  77992           |                0 | FOR         |                          77992           | FOR                         |  |
| EQT Corporation                      | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation s named executive officers (say-on-pay).                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 903527           |                0 | FOR         |                         903527           | FOR                         |  |
| Fiserv, Inc.                         | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 175000           |                0 | FOR         |                         175000           | FOR                         |  |
| Flutter Entertainment plc            | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 230218           |                0 | FOR         |                         230218           | FOR                         |  |
| Flutter Entertainment plc            | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 230218           |                0 | 1 YEAR      |                         230218           | FOR                         |  |
| Freeport-McMoRan Inc.                | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1.10368e+06 |                0 | FOR         |                              1.10368e+06 | FOR                         |  |
| GE Aerospace                         | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 197234           |                0 | AGAINST     |                         197234           | AGAINST                     |  |
| Howmet Aerospace, Inc.               | 443201108 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 256456           |                0 | FOR         |                         256456           | FOR                         |  |
| Hyatt Hotels Corporation             | 448579102 | 05/21/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed pursuant to the Securities and Exchange Commission's compensation disclosure rules.                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 228469           |                0 | FOR         |                         228469           | FOR                         |  |
| Immunovant, Inc.                     | 45258J102 | 08/12/2024     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  24795           |                0 | FOR         |                          24795           | FOR                         |  |
| Insmed Incorporated                  | 457669307 | 05/15/2025     | An advisory vote on the 2024 compensation of our named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 120000           |                0 | FOR         |                         120000           | FOR                         |  |
| Intercontinental Exchange, Inc.      | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |   7000           |                0 | FOR         |                           7000           | FOR                         |  |
| MercadoLibre, Inc.                   | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |    240           |                0 | FOR         |                            240           | FOR                         |  |
| Meta Platforms, Inc.                 | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 102480           |                0 | FOR         |                         102480           | FOR                         |  |
| Meta Platforms, Inc.                 | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                 | SECTION 14A SAY-ON-PAY VOTES | 102480           |                0 | 1 YEAR      |                         102480           | AGAINST                     |  |
| Microsoft Corporation                | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 125000           |                0 | FOR         |                         125000           | 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 | 425000           |                0 | FOR         |                         425000           | FOR                         |  |
| Nucor Corporation                    | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 256250           |                0 | AGAINST     |                         256250           | AGAINST                     |  |
| Nutanix, Inc.                        | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 767021           |                0 | FOR         |                         767021           | FOR                         |  |
| Nutanix, Inc.                        | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 767021           |                0 | 1 YEAR      |                         767021           | FOR                         |  |
| NVIDIA Corporation                   | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 369988           |                0 | FOR         |                         369988           | FOR                         |  |
| Perimeter Solutions, Inc.            | 71385M107 | 05/29/2025     | To approve, on an advisory basis, the compensation of our named executive officers ( Say on Pay ).                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      2.35e+06    |                0 | AGAINST     |                              2.35e+06    | AGAINST                     |  |
| Primo Brands Corporation             | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      2.06831e+06 |                0 | FOR         |                              2.06831e+06 | FOR                         |  |
| Primo Brands Corporation             | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation s named executive officers. | SECTION 14A SAY-ON-PAY VOTES |      2.06831e+06 |                0 | 1 YEAR      |                              2.06831e+06 | FOR                         |  |
| Robinhood Markets, Inc.              | 770700102 | 06/25/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1.25681e+06 |                0 | FOR         |                              1.25681e+06 | FOR                         |  |
| Shift4 Payments, Inc.                | 82452J109 | 06/13/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 123351           |                0 | FOR         |                         123351           | FOR                         |  |
| Somnigroup International Inc.        | 88023U101 | 05/14/2025     | Advisory vote to approve the compensation of named executive officers.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 421800           |                0 | FOR         |                         421800           | FOR                         |  |
| SS Technologies Holdings, Inc.       | 78467J100 | 05/21/2025     | To approve, on an advisory basis, the compensation of SS's named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 965198           |                0 | FOR         |                         965198           | FOR                         |  |
| Take-Two Interactive Software, Inc.  | 874054109 | 09/18/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company s  named executive officers  as disclosed in the Proxy Statement.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 254360           |                0 | AGAINST     |                         254360           | AGAINST                     |  |
| TeraWulf Inc.                        | 88080T104 | 05/05/2025     | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers ("Say-on-Pay").                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      2.1836e+06  |                0 | AGAINST     |                              2.1836e+06  | AGAINST                     |  |
| The Progressive Corporation          | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |   3387           |                0 | FOR         |                           3387           | FOR                         |  |
| United Airlines Holdings, Inc.       | 910047109 | 05/21/2025     | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      3.26347e+06 |                0 | FOR         |                              3.26347e+06 | FOR                         |  |
| Vertiv Holdings Co                   | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  22809           |                0 | FOR         |                          22809           | FOR                         |  |
| Vistra Corp.                         | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers;                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 156984           |                0 | FOR         |                         156984           | FOR                         |  |
| Wells Fargo  Company                 | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 800000           |                0 | FOR         |                         800000           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Senator Investment Group LP

**By (Signature):** Edward Larmann

**By (Printed Signature):** Edward Larmann

**By (Title):** COO

**Date:** 08/21/2025