Look into proxy advisory firms more deeply.

Bill Hagerty · Tennessee · Republican

oversight impact 2.00 specificity 1.00 extraction confidence 88%

Commitment kind: unknown. Promised action: not established. Promised outcome: not established. Deadline: unknown; not assumed expired.

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Occurrences

Evidence

unverified · Source version 1482 · locator unknown

Hagerty said he had recently met with the Business Roundtable about proxy advisors and added, "This is something that I will look into much more deeply."

Unverified model/legacy excerpt; not proof. AI summary (separate from source): Most recent official statement shows he is still actively scrutinizing proxy advisory firms, but it is still an intent statement rather than a completed policy result.

partial same_term

ICYMI—Hagerty Joins Squawk Box on CNBC to Discuss Proxy Advisors and Acting DNI Nominee Bill Pulte - Senator Bill Hagerty
primary · model gpt-5.4-mini · confidence 87%

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unverified · Source version 16827 · locator unknown

Hagerty's office said he sent a letter urging DOJ and FTC to investigate ISS and Glass Lewis for antitrust violations and described this as part of his ongoing effort on proxy-advisor abuses.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This is a concrete investigative step: he formally asked federal enforcers to probe the dominant proxy advisory firms, showing more than rhetorical interest in the issue.

partial same_term A for effort

Hagerty Calls on DOJ, FTC to Investigate ISS and Glass Lewis - Senator Bill Hagerty
secondary · model gpt-5.4-mini · confidence 95%

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unverified · Source version 1482 · locator unknown

Hagerty said he had recently met with the Business Roundtable about proxy advisors, argued their influence may be abused, and said he would look into the issue more deeply.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This establishes the relevant commitment and shows ongoing public scrutiny of proxy advisory firms during Hagerty's Senate term, but standing alone it is an intent statement.

partial same_term

ICYMI—Hagerty Joins Squawk Box on CNBC to Discuss Proxy Advisors and Acting DNI Nominee Bill Pulte - Senator Bill Hagerty
primary · model gpt-5.5 · confidence 89%

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unverified · Source version 63837 · locator unknown

Hagerty and Representative Bryan Steil sent ISS a letter demanding information and documents about proxy voting services; Hagerty's office described the action as launching a probe into ISS's proxy voting services.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This is concrete oversight activity directed at a proxy advisory firm, including document requests and detailed questions about fiduciary duties, ESG recommendations, and shareholder-value analysis.

delivered same_term A for effort

Hagerty, Steil Demand Answers From ISS on Proxy Voting Services - Senator Bill Hagerty
secondary · model gpt-5.5 · confidence 93%

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unverified · Source version 2212 · locator unknown

Hagerty's letter to DOJ and FTC identified ISS and Glass Lewis, discussed market concentration, conflicts of interest, coordination concerns, and robovoting, and urged federal antitrust investigation of the firms.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This is the strongest direct evidence of fulfillment: Hagerty formally investigated the topic enough to send a detailed oversight letter and requested federal enforcement scrutiny of proxy advisory firms.

delivered same_term A for effort

Hagerty Letter to DOJ and FTC on Proxy Advisors
secondary · model gpt-5.5 · confidence 97%

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unverified · Source version 16827 · locator unknown

Hagerty's office said he was head of the Senate Banking Committee working group on proxy advisors and sent a letter urging DOJ and FTC to investigate ISS and Glass Lewis for antitrust violations.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): The official Senate release ties Hagerty's DOJ/FTC request to an ongoing proxy-advisor oversight effort and notes prior demands to ISS plus legislation aimed at SEC authority over proxy advisory firms.

delivered same_term A for effort

Hagerty Calls on DOJ, FTC to Investigate ISS and Glass Lewis - Senator Bill Hagerty
secondary · model gpt-5.5 · confidence 95%

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unverified · Source version 34410 · locator unknown

Executive Order 14366 directed the SEC to review proxy-advisor rules and directed the FTC, in consultation with DOJ, to investigate whether proxy advisors engage in unfair competition or deceptive practices.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This official executive action shows federal scrutiny of the same proxy advisory firms and issues Hagerty raised, though it does not itself prove Hagerty caused the action.

partial same_term

Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors - The White House
secondary · model gpt-5.5 · confidence 84%

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unverified · Source version 34411 · locator unknown

The White House fact sheet said the order directed the FTC and Attorney General to review state antitrust investigations and determine whether proxy advisors engaged in unfair competition or deceptive practices.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): The fact sheet corroborates the official executive branch response on proxy advisors, supporting that the issue received deeper federal scrutiny during Hagerty's Senate term.

partial same_term

Fact Sheet: President Donald J. Trump Protects American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors - The White House
secondary · model gpt-5.5 · confidence 82%

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unverified · Source version 1482 · locator unknown

Hagerty discussed proxy advisory firms, said he had recently met with the Business Roundtable about the issue, and said he would look into proxy advisors much more deeply.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This is the clearest official source for the commitment and shows active attention to proxy advisory firms during the same Senate term, but it is primarily an intent statement.

partial same_term

ICYMI—Hagerty Joins Squawk Box on CNBC to Discuss Proxy Advisors and Acting DNI Nominee Bill Pulte - Senator Bill Hagerty
primary · model gpt-5.5 · confidence 88%

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unverified · Source version 16827 · locator unknown

Hagerty's office said he was head of the Senate Banking Committee working group on proxy advisors and had sent DOJ and FTC a letter urging investigation of ISS and Glass Lewis for antitrust violations.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This is concrete oversight activity: Hagerty led a proxy-advisor working group and formally asked federal antitrust enforcers to investigate the two dominant firms.

delivered same_term A for effort

Hagerty Calls on DOJ, FTC to Investigate ISS and Glass Lewis - Senator Bill Hagerty
secondary · model gpt-5.5 · confidence 96%

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unverified · Source version 2212 · locator unknown

Hagerty's letter identified ISS and Glass Lewis, described market concentration, conflicts of interest, coordination concerns, and robovoting, and urged DOJ and FTC to investigate the firms and promote competition in the proxy advisory market.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): The letter shows Hagerty examined proxy advisory firms in detail and took a formal oversight step by requesting federal enforcement scrutiny.

delivered same_term A for effort

Hagerty Letter to DOJ and FTC on Proxy Advisors
secondary · model gpt-5.5 · confidence 97%

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unverified · Source version 63837 · locator unknown

Hagerty and Representative Bryan Steil sent ISS a letter demanding information and documents about proxy voting services, fiduciary duties, ESG recommendations, and shareholder-value analysis.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This is a concrete investigative action aimed directly at a proxy advisory firm and supports that Hagerty looked into the issue beyond public comments.

delivered same_term A for effort

Hagerty, Steil Demand Answers From ISS on Proxy Voting Services - Senator Bill Hagerty
secondary · model gpt-5.5 · confidence 94%

Contest this evidence item

unverified · Source version 43175 · locator unknown

Executive Order 14366 directed the SEC to review rules and guidance relating to proxy advisors and directed the FTC, in consultation with the Attorney General, to investigate whether proxy advisors engage in unfair competition or deceptive practices.

Unverified model/legacy excerpt; not proof. AI summary (separate from source): This official federal action confirms broader government scrutiny of the proxy advisory firms and issues Hagerty had raised, though it does not by itself prove Hagerty caused the action.

partial same_term

Executive Order 14366 of December 11, 2025: Protecting American Investors From Foreign-Owned and Politically-Motivated Proxy Advisors
secondary · model gpt-5.5 · confidence 86%

Contest this evidence item

verified · Source version 16827 · locator 1097

head of the committee’s working group on proxy advisors, sent a letter to Attorney General Pamela Bondi and Federal Trade Commission Chairman Andrew Ferguson

Fetched verbatim passage. AI summary (separate from source): Official Senate release documents Hagerty leading a proxy-advisor working group and taking a formal oversight step by writing DOJ and FTC about ISS and Glass Lewis.

delivered same_term A for effort

Hagerty Calls on DOJ, FTC to Investigate ISS and Glass Lewis - Senator Bill Hagerty
secondary · model gpt-5.5 · confidence 97%

Contest this evidence item

verified · Source version 63837 · locator 1243

sent a letter to the President & CEO of Institutional Shareholder Services (ISS) Gary Retelny demanding information and documents

Fetched verbatim passage. AI summary (separate from source): Official Senate release shows Hagerty directly sought documents and answers from ISS, a concrete investigative action into proxy advisory services.

delivered same_term A for effort

Hagerty, Steil Demand Answers From ISS on Proxy Voting Services - Senator Bill Hagerty
secondary · model gpt-5.5 · confidence 95%

Contest this evidence item

verified · Source version 63839 · locator 11494

The Commission is investigating, among other things, whether ISS is operating consistent with that duty.

Fetched verbatim passage. AI summary (separate from source): In the lookback window, the SEC filed a federal-court memorandum saying its ISS investigation concerns compliance with fiduciary duties, showing continuing official scrutiny of a proxy advisory firm.

partial same_term

sec-memorandum-law-26632.pdf
secondary · model gpt-5.5 · confidence 94%

Contest this evidence item

verified · Source version 63840 · locator 5927

The SEC’s filing requests that the Court enter an order compelling ISS to comply with the administrative subpoena.

Fetched verbatim passage. AI summary (separate from source): SEC’s litigation release confirms a concrete subpoena-enforcement action against ISS during the lookback window, though the agency had not concluded a violation occurred.

partial same_term

SEC.gov | Institutional Shareholder Services, Inc.
secondary · model gpt-5.5 · confidence 94%

Contest this evidence item

verified · Source version 63842 · locator 5530

the concentration of market power in the proxy advisory market raises significant competition concerns.

Fetched verbatim passage. AI summary (separate from source): Recent DOJ action, shortly before the lookback window, withdrew old antitrust guidance to ISS and identified competition concerns in the proxy advisory market.

partial same_term

Office of Public Affairs | Justice Department Withdraws Business Review Letter Issued to Proxy Advisory Firm | United States Department of Justice
secondary · model gpt-5.5 · confidence 91%

Contest this evidence item

unverified · Source version 63844 · locator unknown

ISS today submitted a brief in the U.S. District Court for the Eastern District of Pennsylvania challenging an unconstitutional demand

Unverified model/legacy excerpt; not proof. AI summary (separate from source): ISS’s own statement shows the SEC subpoena fight remains contested as of September 18, 2026, so the agency enforcement follow-through is active but not finally resolved.

unresolved same_term

ISS Challenges Unconstitutional SEC Request for Client Voting Information | ISS STOXX
secondary · model gpt-5.5 · confidence 88%

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Assessments

Public state: unverified As of unknown · legacy_unverified · . Original AI recommendation (not independently established): delivered. same_term A for effort

Hagerty made concrete same-term oversight efforts on proxy advisory firms that go beyond an intent statement: he led a Senate Banking Committee working group on proxy advisors, sent detailed letters seeking information from ISS, and urged DOJ and FTC to investigate ISS and Glass Lewis for antitrust issues. Because the promise was to look into the issue more deeply rather than secure a specific enacted policy result, these investigative and oversight actions are enough to count as delivered. Broader executive-branch action also addressed the issue, but the delivery finding rests mainly on Hagerty's own direct oversight activity.

provider codex_cli · model gpt-5.5 · confidence 94%

Public state: unverified As of unknown · legacy_unverified · . Original AI recommendation (not independently established): delivered. same_term

The promise was narrow and oversight-focused: to look into proxy advisory firms more deeply. During Hagerty's Senate term, he materially advanced that scrutiny by helping lead a Senate Banking Committee working group on proxy advisors, sending ISS a document-and-information demand, and later sending DOJ and FTC a detailed letter urging investigation of ISS and Glass Lewis over market concentration, conflicts, coordination, and robovoting concerns. Those are concrete investigative and oversight actions, not merely statements of intent, so the promise is best scored as delivered in the same term.

provider codex_cli · model gpt-5.5 · confidence 94%

Public state: unverified As of unknown · legacy_unverified · . Original AI recommendation (not independently established): delivered. same_term A for effort

As a sitting senator, Hagerty did more than express interest: he met with stakeholders and formally urged DOJ and FTC to investigate ISS and Glass Lewis. That is a concrete follow-through on looking into proxy advisory firms more deeply, even though it does not amount to a completed policy outcome.

provider codex_cli · model gpt-5.4-mini · confidence 91%

Public state: unverified As of unknown · legacy_unverified · . Original AI recommendation (not independently established): delivered. same_term A for effort

Hagerty publicly said he would look into proxy advisors more deeply, and he later took a concrete oversight step by urging DOJ and FTC to investigate ISS and Glass Lewis for antitrust violations. For this low-specificity oversight claim, that is enough to count as delivered in his current Senate term.

provider codex_cli · model gpt-5.4-mini · confidence 84%