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CLEARWATER INVESTMENT TRUST 2025-2026: 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

1,827 proposals.

CLEARWATER INVESTMENT TRUST, 2025-2026 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
Atmos Energy Corporation 2026-02-04 Elect Director Nancy K. Quinn Director Elections Board AGAINST 1
AutoZone, Inc. 2025-12-17 Elect Director Earl G. Graves, Jr. Director Elections Board AGAINST 1
AutoZone, Inc. 2025-12-17 Elect Director George R. Mrkonic, Jr. Director Elections Board AGAINST 1
AutoZone, Inc. 2025-12-17 Elect Director Linda A. Goodspeed Director Elections Board AGAINST 1
Aveanna Healthcare Holdings Inc. 2026-05-29 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
Aveanna Healthcare Holdings Inc. 2026-05-29 Elect Director Rodney D. Windley Director Elections Board ABSTAIN 1
Aveanna Healthcare Holdings Inc. 2026-05-29 Elect Director Sam Weil Director Elections Board ABSTAIN 1
Avery Dennison Corporation 2026-04-30 Elect Director Bradley A. Alford Director Elections Board AGAINST 1
Avery Dennison Corporation 2026-04-30 Elect Director Patrick T. Siewert Director Elections Board AGAINST 1
Avery Dennison Corporation 2026-04-30 Elect Director William R. Wagner Director Elections Board AGAINST 1
Avolta AG 2026-05-06 Reelect Ranjan Sen as Director Director Elections Board AGAINST 1
Avolta AG 2026-05-06 Transact Other Business (Voting) Extraordinary Transactions Board AGAINST 1
Axcelis Technologies, Inc. 2026-05-05 Elect Director Jeanne Quirk Director Elections Board ABSTAIN 1
Axcelis Technologies, Inc. 2026-05-05 Elect Director John T. Kurtzweil Director Elections Board ABSTAIN 1
Axcelis Technologies, Inc. 2026-05-05 Elect Director Thomas St. Dennis Director Elections Board ABSTAIN 1
Axos Financial, Inc. 2025-11-13 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
Axos Financial, Inc. 2025-11-13 Amend Omnibus Stock Plan Compensation Board AGAINST 1
Axsome Therapeutics, Inc. 2026-06-05 Elect Director Mark Saad Director Elections Board ABSTAIN 1
Axsome Therapeutics, Inc. 2026-06-05 Elect Director Susan Mahony Director Elections Board ABSTAIN 1
Azenta, Inc. 2026-01-28 Elect Director Dipal Doshi Director Elections Board ABSTAIN 1
B&G Foods, Inc. 2026-05-21 Elect Director Alfred Poe Director Elections Board AGAINST 1
B&G Foods, Inc. 2026-05-21 Elect Director Charles F. Marcy Director Elections Board AGAINST 1
B&G Foods, Inc. 2026-05-21 Elect Director Debra Martin Chase Director Elections Board AGAINST 1
B&G Foods, Inc. 2026-05-21 Elect Director Robert D. Mills Director Elections Board AGAINST 1
BGC Group, Inc. 2025-11-12 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
BGC Group, Inc. 2025-11-12 Elect Director Arthur U. Mbanefo Director Elections Board ABSTAIN 1
BGC Group, Inc. 2025-11-12 Elect Director Brandon G. Lutnick Director Elections Board ABSTAIN 1
BGC Group, Inc. 2025-11-12 Elect Director David P. Richards Director Elections Board ABSTAIN 1
BGC Group, Inc. 2025-11-12 Elect Director Linda A. Bell Director Elections Board ABSTAIN 1
BGC Group, Inc. 2025-11-12 Elect Director Stephen M. Merkel Director Elections Board ABSTAIN 1
BGC Group, Inc. 2025-11-12 Elect Director William Addas Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: Alan S. Armstrong Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: Claudia S. San Pedro Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: E. Carey Joullian, IV Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: George B. Kaiser Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: John W. Coffey Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: Stacy C. Kymes Director Elections Board ABSTAIN 1
BOK Financial Corporation 2026-05-05 Election of Directors: Steven J. Malcolm Director Elections Board ABSTAIN 1
BRIGHTVIEW HOLDINGS, INC. 2026-03-03 DIRECTOR: James R. Abrahamson Director Elections Board ABSTAIN 1
BRIGHTVIEW HOLDINGS, INC. 2026-03-03 DIRECTOR: Paul E. Raether Director Elections Board ABSTAIN 1
BXP, Inc. 2026-05-21 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
BXP, Inc. 2026-05-21 Elect Director Matthew J. Lustig Director Elections Board AGAINST 1
Backblaze, Inc. 2026-05-26 Elect Director Jocelyn Carter-Miller Director Elections Board AGAINST 1
BancFirst Corporation 2026-05-28 Elect Director David R. Harlow Director Elections Board AGAINST 1
Banca Mediolanum SpA 2026-04-16 Approve Executive Incentive Bonus Plan Capital Structure Board AGAINST 1
Banca Mediolanum SpA 2026-04-16 Approve Long Term Incentive Plan 2026-2028 Compensation Board AGAINST 1
Banca Mediolanum SpA 2026-04-16 Approve Second Section of the Remuneration Report Say-on-Pay Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Approve Remuneration of Board Chair Compensation Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Deliberations on Possible Legal Action Against Luigi Lovaglio Extraordinary Transactions Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Deliberations on Possible Legal Action Against Nicola Maione Extraordinary Transactions Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Alessandro Caltagirone as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Domenico Lombardi as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Elena De Simone as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Francesca Pace as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Gianmarco Montanari as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Nicola Maione as Board Chair Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Nicola Maione as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Rosa Cipriotti as Director Director Elections Board AGAINST 1
Banca Monte dei Paschi di Siena SpA 2026-04-15 Elect Simonetta Iarlori as Director Director Elections Board AGAINST 1
Bank Hapoalim BM 2025-08-21 Elect Amira Sharon as Director Director Elections Board ABSTAIN 1
Bank Hapoalim BM 2025-08-21 Elect Claudio Yarza as External Director Director Elections Board ABSTAIN 1
Bank Hapoalim BM 2025-08-21 Reappoint Somekh Chaikin (KPMG) and Ziv Haft (BDO) as Joint Auditors Audit-related Board AGAINST 1
Bank Hapoalim BM 2025-08-21 Reelect Noam Hanegbi as External Director as Defined in Directive 301 Director Elections Board AGAINST 1
Bank of Hawaii Corporation 2026-04-24 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
BankUnited, Inc. 2026-05-21 Amend Omnibus Stock Plan Compensation Board AGAINST 1
Beacon Financial Corporation 2026-05-13 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
Beam Therapeutics Inc. 2026-06-03 Elect Director Christi Shaw Director Elections Board AGAINST 1
Beam Therapeutics Inc. 2026-06-03 Elect Director John Maraganore Director Elections Board AGAINST 1
Berkshire Hathaway Inc. 2026-05-02 Elect Director Charlotte Guyman Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Elect Director Christopher C. Davis Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Elect Director Meryl B. Witmer Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Elect Director Susan L. Decker Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Elect Director Wallace R. Weitz Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Election of Directors: Charlotte Guyman Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Election of Directors: Kenneth I. Chenault Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Election of Directors: Stephen B. Burke Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Election of Directors: Susan L. Decker Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Election of Directors: Thomas S. Murphy, Jr. Director Elections Board ABSTAIN 1
Berkshire Hathaway Inc. 2026-05-02 Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement. Say-on-Pay Board AGAINST 1
Best Buy Co., Inc. 2026-06-12 Elect Director Lisa M. Caputo Director Elections Board AGAINST 1
Bio-Techne Corporation 2025-10-30 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
Bio-Techne Corporation 2025-10-30 Elect Director John L. Higgins Director Elections Board AGAINST 1
Bio-Techne Corporation 2025-10-30 Elect Director Robert V. Baumgartner Director Elections Board AGAINST 1
BioCryst Pharmaceuticals, Inc. 2026-06-11 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
BioCryst Pharmaceuticals, Inc. 2026-06-11 Amend Omnibus Stock Plan Compensation Board AGAINST 1
BioLife Solutions, Inc. 2025-08-20 Elect Director Joydeep Goswami Director Elections Board ABSTAIN 1
BioLife Solutions, Inc. 2025-08-20 Elect Director Rachel Ellingson Director Elections Board ABSTAIN 1
Biohaven Ltd. 2026-04-28 Elect Director Irina Antonijevic Director Elections Board AGAINST 1
Biohaven Ltd. 2026-04-28 Elect Director Michael T. Heffernan Director Elections Board AGAINST 1
Biohaven Ltd. 2026-04-28 Elect Director Robert J. Hugin Director Elections Board AGAINST 1
BlackRock MuniHoldings California Quality Fund, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniHoldings Fund, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniHoldings New Jersey Quality Fund, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniHoldings Quality Fund II, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniVest Fund II, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniYield Fund, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniYield Michigan Quality Fund, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1
BlackRock MuniYield Michigan Quality Fund, Inc. 2025-11-20 The common shareholders and holders of Variable Rate Demand Preferred Shares ("VRDP Shares" and the holders thereof, "VRDP Holders") of MIY are being asked to vote as a single class on a proposal to approve an Agreement and Plan of Reorganization between MIY and BlackRock MuniYield Quality Fund III, Inc. (the "Acquiring Fund") and the transactions contemplated therein, including (i) the acquisition by the Acquiring Fund of substantially all of MIY's assets and the assumption by the Acquiring Fund of substantially all of MIY's liabilities in exchange solely for newly issued common shares and VRDP Shares of the Acquiring Fund, which will be distributed to the common shareholders (although cash may be distributed in lieu of fractional common shares) and VRDP Holders, respectively, of MIY, and which shall constitute the sole consideration to be distributed or paid to the common shareholders (although cash may be distributed in lieu of fractional common shares) and the VRDP Holders in respect of their common shares and VRDP Shares, respectively, and (ii) the termination by MIY of its registration under the Investment Company Act of 1940, as amended, and the liquidation, dissolution and termination of MIY in accordance with its charter and Maryland law. Investment Company Matters Board AGAINST 1
BlackRock MuniYield Pennsylvania Quality Fund 2025-11-20 The common shareholders and holders of Variable Rate Demand Preferred Shares ("VRDP Shares" and the holders thereof, "VRDP Holders") of BlackRock MuniYield Pennsylvania Quality Fund ("MPA") are being asked to vote as a single class on a proposal to approve an Agreement and Plan of Reorganization between MPA and BlackRock MuniYield Quality Fund, Inc. (the "Acquiring Fund") (the "MPA Reorganization Agreement") and the transactions contemplated therein, including (i) the acquisition by the Acquiring Fund of substantially all of MPA's assets and the assumption by the Acquiring Fund of substantially all of MPA's liabilities in exchange solely for newly issued common shares and VRDP Shares of the Acquiring Fund, which will be distributed to the common shareholders (although cash may be distributed in lieu of fractional common shares) and VRDP Holders, respectively, of MPA, and which shall constitute the sole consideration to be distributed or paid to the common shareholders (although cash may be distributed in lieu of fractional common shares) and the VRDP Holders in respect of their common shares and VRDP Shares, respectively, and (ii) the termination by MPA of its registration under the Investment Company Act of 1940, as amended (the "1940 Act"), and the liquidation, dissolution and termination of MPA in accordance with its Declaration of Trust and Massachusetts law (the "MPA Reorganization"). Investment Company Matters Board AGAINST 1
BlackRock MuniYield Quality Fund II, Inc. 2025-07-11 To Elect Board Member Nominees: Cynthia L. Egan Director Elections Board ABSTAIN 1

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