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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
MARRIOTT INTERNATIONAL INC. 2024-05-10 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion 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
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 1
MESA LABORATORIES INC. 2023-08-25 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate 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. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate 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. Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on political advertising and election cycle enhanced actions. Other Social Issues Shareholder FOR 1
MONDELEZ INTERNATIONAL INC. 2024-05-22 Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; Human Rights or Human Capital/workforce Shareholder FOR 1
MONDELEZ INTERNATIONAL INC. 2024-05-22 Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce 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
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce 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
NORTHROP GRUMMAN CORP. 2024-05-15 Shareholder proposal to annually conduct an evaluation and issue a report describing the alignment of the Company's political activities with its human rights policy. 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. 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
PEPSICO INC. 2024-05-01 Shareholder Proposal - Global Transparency Report. Other Social Issues Shareholder FOR 1
PEPSICO INC. 2024-05-01 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder FOR 1
PEPSICO INC. 2024-05-01 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder FOR 1
PEPSICO INC. 2024-05-01 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder FOR 1
PHILLIPS 66 2024-05-15 Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate Shareholder FOR 1
PNC FINANCIAL SERVICES GROUP INC. 2024-04-24 Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce 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
ROSS STORES INC. 2024-05-22 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. 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
SEMPRA 2024-05-09 Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce Shareholder FOR 1
SKYWEST INC. 2024-05-07 A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce Shareholder FOR 1
SKYWORKS SOLUTIONS INC. 2024-05-14 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder FOR 1
SOUTHERN CO. 2024-05-22 Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate Shareholder FOR 1
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 1
SYSCO CORP. 2023-11-17 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder FOR 1
TARGET CORP. 2024-06-12 Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues Shareholder FOR 1
TARGET CORP. 2024-06-12 Shareholder proposal requesting animal pain management reporting. Other Social Issues Shareholder FOR 1
TARGET CORP. 2024-06-12 Shareholder proposal to establish wage policies. 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. Human Rights or Human Capital/workforce Shareholder FOR 1
TESLA INC. 2024-06-13 A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented. Environment or Climate Shareholder FOR 1
TEXAS INSTRUMENTS INC. 2024-04-25 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce Shareholder FOR 1
TJX COMPANIES INC. 2024-06-04 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to CEO pay ratio and executive compensation, if presented at the Annual Meeting of Shareholders. Diversity, Equity, and Inclusion Shareholder FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders. Human Rights or Human Capital/workforce 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
UBER TECHNOLOGIES INC. 2024-05-06 Stockholder proposal to prepare an independent third-party audit on Driver health and safety. Human Rights or Human Capital/workforce Shareholder FOR 1
UNITEDHEALTH GROUP INC. 2024-06-03 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder FOR 1
VERTEX PHARMACEUTICALS INC. 2024-05-15 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 1
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Stockholder proposal requesting a living wage policy. Other Social Issues Shareholder FOR 1
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Stockholder proposal requesting a report on cigarette waste. Other Social Issues Shareholder FOR 1
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Stockholder proposal requesting a report on the risks of reproductive healthcare legislation. Other Social Issues Shareholder FOR 1
WALT DISNEY CO. 2024-04-03 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder FOR 1
WARNER BROS. DISCOVERY INC. 2024-06-03 To vote on a stockholder proposal entitled, "Report on Use of Al", if properly presented. Other Social Issues Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce 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
WESTLAKE CORP. 2024-05-09 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate Shareholder FOR 1
YUM! BRANDS INC. 2024-05-16 Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate Shareholder FOR 1

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