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Dunham Funds 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Dunham Funds 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

41 proposals. Every shareholder proposal Dunham Funds backed in 2023-2024 is listed here.

Dunham Funds, 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 fromDunham Funds votedFunds
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
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
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting Additional Reporting on Lobbying Other Social Issues 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 requesting a report on the use of AI Other Social Issues 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
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure 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
L3HARRIS TECHNOLOGIES INC. 2024-04-19 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder FOR 1
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying 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 and advisory vote on minimum age for social media Other Social Issues 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 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
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
MSCI INC. 2024-04-23 4. To approve shareholder proposal to report on "Chinese military-industry companies" in Company indices. Human Rights or Human Capital/workforce Shareholder FOR 1
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 1
TARGET CORP. 2024-06-12 Shareholder proposal to establish wage policies. 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
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
WALT DISNEY CO. 2024-04-03 Shareholder Proposal, if properly presented, requesting a political expenditures report 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

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