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Adviser Managed Trust 2024-2025: 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

47 proposals. Every shareholder proposal Adviser Managed Trust backed in 2024-2025 is listed here.

Adviser Managed Trust, 2024-2025 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
AMAZON.COM INC. 2025-05-21 Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2025-05-21 Shareholder proposal requesting a report on warehouse working conditions Human Rights or Human Capital/workforce Shareholder FOR 1
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce Shareholder FOR 1
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder FOR 1
AUTONATION INC. 2025-04-23 Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
AUTONATION INC. 2025-04-23 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2025-05-03 Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and deployment of AI across the Company's operations. Other Social Issues Shareholder FOR 1
BOYD GAMING CORP. 2025-05-08 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
CADENCE DESIGN SYSTEMS INC. 2025-05-08 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 1
CBOE GLOBAL MARKETS INC. 2025-05-06 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2025-04-22 Stockholder Proposal Regarding Political Expenditures Report. Other Social Issues Shareholder FOR 1
CINTAS CORP. 2024-10-29 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
COLUMBIA SPORTSWEAR CO. 2025-06-05 Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate Shareholder FOR 1
CROWN HOLDINGS INC. 2025-05-01 Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 1
DEERE & CO. 2025-02-26 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder FOR 1
DOLLAR GENERAL CORP. 2025-05-29 To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce Shareholder FOR 1
FEDEX CORP. 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 1
GENUINE PARTS CO. 2025-04-28 Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts Diversity, Equity, and Inclusion Shareholder FOR 1
GILEAD SCIENCES INC. 2025-05-07 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
HCA HEALTHCARE INC. 2025-04-24 Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Other Social Issues Shareholder FOR 1
HEWLETT PACKARD ENTERPRISE CO. 2025-04-02 Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2025-04-29 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder FOR 1
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. 2025-05-13 Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues Shareholder FOR 1
L3HARRIS TECHNOLOGIES INC. 2025-04-18 Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues Shareholder FOR 1
LENNAR CORP. 2025-04-09 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2025-04-09 Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. Environment or Climate Shareholder FOR 1
MERCK & CO. INC. 2025-05-27 Shareholder proposal regarding a tax transparency report. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2025-05-28 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2025-05-28 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. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Diversity, Equity, and Inclusion Shareholder FOR 1
META PLATFORMS INC. 2025-05-28 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Human Rights or Human Capital/workforce Shareholder FOR 1
MICROCHIP TECHNOLOGY INC. 2024-08-20 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
NIKE INC. 2024-09-10 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
OLD DOMINION FREIGHT LINE INC. 2025-05-21 Shareholder proposal regarding emission reduction targets. Environment or Climate Shareholder FOR 1
OTIS WORLDWIDE CORP. 2025-05-15 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
PEPSICO INC. 2025-05-07 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder FOR 1
PLANET FITNESS INC. 2025-05-06 Stockholder proposal regarding EEO-1 report disclosure policy. Diversity, Equity, and Inclusion Shareholder FOR 1
PULTEGROUP INC. 2025-04-30 Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
SONOCO PRODUCTS CO. 2025-04-16 Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 1
STRYKER CORP. 2025-05-08 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder FOR 1
TERADYNE INC. 2025-05-09 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder FOR 1
TEXAS ROADHOUSE INC. 2025-05-15 An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion Shareholder FOR 1
TYLER TECHNOLOGIES INC. 2025-05-06 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
WELLS FARGO & CO. 2025-04-29 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder FOR 1
WYNN RESORTS LTD. 2025-04-30 To consider and vote on a shareholder proposal requesting that the Board of Directors commission and disclose a report on the potential cost savings through the adoption of a smokefree policy for the Company's properties. Other Social Issues Shareholder FOR 1
YUM! BRANDS INC. 2025-05-15 Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce Shareholder FOR 1

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Built 2026-10-04 from SEC Form N-PX filings.