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Adviser Managed Trust 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Adviser Managed Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

89 proposals. Every shareholder proposal Adviser Managed Trust backed in 2023-2024 is listed here.

Adviser Managed Trust, 2023-2024 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromAdviser Managed Trust votedFunds
AIRBNB INC. 2024-06-05 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
ALCOA CORP. 2024-05-10 Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Customer Due Diligence Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Customer Use Of Certain Technologies Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Warehouse Working Conditions Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting Additional Reporting On Freedom Of Association Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting Additional Reporting On Lobbying Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting Additional Reporting On Stakeholder Impacts Environment or Climate Shareholder FOR 1
AMERICAN TOWER CORP. 2024-05-22 To Consider A Stockholder Proposal, If Properly Presented, Regarding Disclosure Of Racial And Gender Pay Gaps. Diversity, Equity, and Inclusion Shareholder FOR 1
APPLE INC. 2024-02-28 A shareholder proposal requesting a report on the use of AI. Other Social Issues Shareholder FOR 1
AUTONATION INC. 2024-04-24 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder FOR 1
BANK OF NEW YORK MELLON CORP. 2024-04-09 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding the reporting on the effectiveness of the Corporation s diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal requesting that the Board of Directors form a Railroad Safety Committee of independent directors. Other Social Issues Shareholder FOR 1
BOYD GAMING CORP. 2024-05-09 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues Shareholder FOR 1
CAESARS ENTERTAINMENT INC. 2024-06-11 Shareholder Proposal: A Shareholder Proposal Regarding Adoption Of A Smokefree Policy For Caesars Entertainment Properties. Other Social Issues Shareholder FOR 1
CASEY'S GENERAL STORES INC. 2023-09-06 Shareholder proposal regarding responsible sourcing disclosures. Other Social Issues Shareholder FOR 1
CENTENE CORP. 2024-05-14 Stockholder Proposal For Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 1
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting a report on harassment and discrimination statistics. Diversity, Equity, and Inclusion Shareholder FOR 1
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder FOR 1
CHURCH & DWIGHT CO. INC. 2024-05-02 Stockholder Proposal - Transparency in Political Contributions. Other Social Issues Shareholder FOR 1
CISCO SYSTEMS INC. 2023-12-06 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues Shareholder FOR 1
CVS HEALTH CORP. 2024-05-16 Stockholder Proposal Requesting An Independent, Third Party Worker Rights Assessment And Report. Human Rights or Human Capital/workforce Shareholder FOR 1
DELTA AIR LINES INC. 2024-06-20 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder FOR 1
DICK'S SPORTING GOODS INC. 2024-06-12 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder FOR 1
DRAFTKINGS INC. 2024-05-13 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder FOR 1
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 1
FLOWSERVE CORP. 2024-05-16 Shareholder Proposal Requesting Report On The Company's Political Spending And Policies And Procedures Regarding Political Spending. Other Social Issues Shareholder FOR 1
GLOBAL PAYMENTS INC. 2024-04-25 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Diversity, Equity, and Inclusion Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 1
HUNTINGTON INGALLS INDUSTRIES INC. 2024-05-01 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder FOR 1
HUNTSMAN CORP. 2024-05-02 Stockholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities. Other Social Issues Shareholder FOR 1
ITT INC. 2024-05-15 A Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
KINDER MORGAN INC. 2024-05-08 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder FOR 1
L3HARRIS TECHNOLOGIES INC. 2024-04-19 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate Shareholder FOR 1
LOCKHEED MARTIN CORP. 2024-05-02 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions. Environment or Climate Shareholder FOR 1
MARRIOTT INTERNATIONAL INC. 2024-05-10 Stockholder Resolution Requesting The Company Commission A Third-Party Civil Rights Audit Diversity, Equity, and Inclusion Shareholder FOR 1
MATTEL INC. 2024-05-29 Stockholder proposal requesting additional disclosure regarding political contributions and expenditures. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on human rights risks in non-US markets. Human Rights or Human Capital/workforce Shareholder FOR 1
METLIFE INC. 2024-06-18 Shareholder proposal requesting a third-party racial equity audit. Diversity, Equity, and Inclusion Shareholder FOR 1
MICROCHIP TECHNOLOGY INC. 2023-08-22 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers use of our products contribute or are linked to violations of international law. Other Social Issues Shareholder FOR 1
MORGAN STANLEY 2024-05-23 Shareholder proposal regarding transparency in lobbying. Other Social Issues Shareholder FOR 1
NETFLIX INC. 2024-06-06 Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
NORFOLK SOUTHERN CORP. 2024-05-09 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues Shareholder FOR 1
NVR INC. 2024-05-07 Shareholder proposal to expand political spending disclosure. Other Social Issues Shareholder FOR 1
NVR INC. 2024-05-07 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
OCCIDENTAL PETROLEUM CORP. 2024-05-02 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder FOR 1
OLD DOMINION FREIGHT LINE INC. 2024-05-15 Shareholder Proposal Regarding Greenhouse Gas Reduction Targets. Environment or Climate Shareholder FOR 1
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion Shareholder FOR 1
PACCAR INC. 2024-04-30 Stockholder proposal regarding a report on climate-related policy engagement. Environment or Climate Shareholder FOR 1
PARAMOUNT GLOBAL 2024-06-04 A stockholder proposal, if properly presented at the meeting, requesting that the Company prepare and disclose a transparency report regarding its use of artificial intelligence. Other Social Issues Shareholder FOR 1
PEPSICO INC. 2024-05-01 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder FOR 1
QUEST DIAGNOSTICS INC. 2024-05-16 Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate Shareholder FOR 1
REPUBLIC SERVICES INC. 2024-05-23 Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate Shareholder FOR 1
RYDER SYSTEM INC. 2024-05-03 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder FOR 1
RYDER SYSTEM INC. 2024-05-03 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate Shareholder FOR 1
SKECHERS U.S.A. INC. 2024-05-23 Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate Shareholder FOR 1
SONOCO PRODUCTS CO. 2024-04-17 Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 1
SPIRIT AEROSYSTEMS HOLDINGS INC. 2024-04-24 The Stockholder Proposal titled "Transparency in Political Spending". Other Social Issues Shareholder FOR 1
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 1
TESLA INC. 2024-06-13 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce Shareholder FOR 1
TESLA INC. 2024-06-13 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Diversity, Equity, and Inclusion Shareholder FOR 1
TEXAS INSTRUMENTS INC. 2024-04-25 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Other Social Issues Shareholder FOR 1
TRUIST FINANCIAL CORP. 2024-04-23 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding Tyson Foods labor practices. Human Rights or Human Capital/workforce Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder FOR 1
WARNER BROS. DISCOVERY INC. 2024-06-03 To vote on a stockholder proposal entitled, Report on Use of AI , if properly presented. Other Social Issues Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder FOR 1
WENDY'S CO. 2024-05-21 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
WINGSTOP INC. 2024-05-23 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders. Environment or Climate Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.