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CLEARWATER INVESTMENT TRUST 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal CLEARWATER INVESTMENT 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

169 proposals. Every shareholder proposal CLEARWATER INVESTMENT TRUST backed in 2023-2024 is listed here.

CLEARWATER INVESTMENT 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 fromCLEARWATER INVESTMENT TRUST votedFunds
A. O. SMITH CORP. 2024-04-09 Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder FOR 1
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder FOR 1
AIRBNB INC. 2024-06-05 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a human rights assessment of Al-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 Al misinformation and disinformation risks Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on online safety for children 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 Human Rights or Human Capital/workforce 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 PACKAGING MATERIALS Environment or Climate 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 GENDER/RACIAL PAY Diversity, Equity, and Inclusion 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
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder FOR 1
AMERICAN EXPRESS CO. 2024-05-06 Shareholder proposal relating to climate lobbying. 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 entitled "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 Al Other Social Issues Shareholder FOR 1
AUTONATION INC. 2024-04-24 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder FOR 1
BADGER METER INC. 2024-04-26 SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce Shareholder FOR 1
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion Shareholder FOR 1
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder FOR 1
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting report on lobbying alignment with Bank of America?s climate goals Environment or Climate 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
BLACKROCK INC. 2024-05-15 Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate 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
CAMPBELL SOUP CO. 2023-11-29 To vote on a shareholder proposal regarding a report relating to the progress of our cage-free egg commitment. Other Social Issues Shareholder FOR 1
CAPITAL ONE FINANCIAL CORP. 2024-05-02 Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets. Environment or Climate Shareholder FOR 1
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying?Disclosure 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
CENTERPOINT ENERGY INC. 2024-04-26 Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate Shareholder FOR 1
CHARLES SCHWAB CORP. 2024-05-23 Stockholder Proposal on Pay Equity Disclosure Diversity, Equity, and Inclusion 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 adoption?of automation. Other Social Issues Shareholder FOR 1
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting a report on harassment?and discrimination statistics. Human Rights or Human Capital/workforce Shareholder FOR 1
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting adoption of a non-interference policy. Human Rights or Human Capital/workforce 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
CINTAS CORP. 2023-10-24 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
CINTAS CORP. 2023-10-24 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
CITIGROUP INC. 2024-04-30 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder FOR 1
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on circular packaging. Environment or Climate Shareholder FOR 1
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder FOR 1
DANAHER CORP. 2024-05-07 To act upon?a?shareholder proposal requesting a report?to shareholders on the effectiveness of the Company's?diversity, equity?and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
DARDEN RESTAURANTS INC. 2023-09-20 To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting. Other Social Issues Shareholder FOR 1
DARDEN RESTAURANTS INC. 2023-09-20 To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate 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
DOCUSIGN INC. 2024-05-29 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder FOR 1
DOW INC. 2024-04-11 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder FOR 1
DTE ENERGY CO. 2024-05-02 Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions Environment or Climate Shareholder FOR 1
EDISON INTERNATIONAL 2024-04-25 Shareholder Proposal Regarding Lobbying Other Social Issues Shareholder FOR 1
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to adopt a comprehensive human rights policy Human Rights or Human Capital/workforce Shareholder FOR 1
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. 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
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 2024-05-07 Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets Environment or Climate Shareholder FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 2024-05-07 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a report on climate risk associated with retirement plan options. Environment or Climate Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding paid sick leave disclosure. 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 Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Human Rights or Human Capital/workforce Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a GSAM Proxy Voting Review Environment or Climate Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 1
HCA HEALTHCARE INC. 2024-04-25 Stockholder proposal, if properly presented at the meeting, regarding report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues Shareholder FOR 1
HCA HEALTHCARE INC. 2024-04-25 Stockholder proposal, if property presented at the meeting, regarding report on maternal health outcomes. Other Social Issues Shareholder FOR 1
HERSHEY CO. 2024-05-06 Stockholder Proposal titled "Public Report on Living Wage & Income." Other Social Issues Shareholder FOR 1
HERSHEY CO. 2024-05-06 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate Shareholder FOR 1
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues Shareholder FOR 1
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate 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 Climate Lobbying Environment or Climate 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
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder FOR 1
INTUITIVE SURGICAL INC. 2024-04-25 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
IQVIA HOLDINGS INC. 2024-04-16 If properly presented, a stockholder proposal concerning 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
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues Shareholder FOR 1
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder FOR 1
L3HARRIS TECHNOLOGIES INC. 2024-04-19 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder FOR 1
LABORATORY CORPORATION OF AMERICA HOLDINGS 2024-05-14 Shareholder proposal regarding a Board report on risks of fulfilling information requests. Other Social Issues Shareholder FOR 1
LABORATORY CORPORATION OF AMERICA HOLDINGS 2024-05-14 Shareholder proposal regarding a Board report on transport of nonhuman primates within the U.S. 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 Alignment of Political Activities with Human Rights Policy Other Social Issues 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
LULULEMON ATHLETICA INC. 2024-06-06 Shareholder proposal regarding a report on the impact of the production and sale of animal-derived products (if properly presented at the meeting). Other Social Issues Shareholder FOR 1

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