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EA Series Trust 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal EA Series 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

94 proposals. Every shareholder proposal EA Series Trust backed in 2023-2024 is listed here.

EA Series 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 fromEA Series Trust votedFunds
TARGET CORP. 2024-06-12 Shareholder proposal requesting a report on Target's partnerships with, charitable contributions to, and other support for certain organizations Other Social Issues Shareholder FOR 9
ALPHABET INC. 2024-06-07 Stockholder Proposal Regarding a Human Rights Assessment of AI-Driven Targeted Ad Policies Human Rights or Human Capital/workforce Shareholder FOR 8
ALPHABET INC. 2024-06-07 Stockholder Proposal Regarding a Lobbying Report Other Social Issues Shareholder FOR 8
ALPHABET INC. 2024-06-07 Stockholder Proposal Regarding a Policy for Director Transparency on Political and Charitable Giving Other Social Issues Shareholder FOR 7
ALPHABET INC. 2024-06-07 Stockholder Proposal Regarding a Report on Online Safety for Children Other Social Issues Shareholder FOR 7
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal requesting that the Company report annually on the nature and extent to which the Company's operations depend on and are vulnerable to China Human Rights or Human Capital/workforce Shareholder FOR 6
APPLE INC. 2024-02-28 A shareholder proposal entitled ''Congruency Report on Privacy and Human Rights'' Human Rights or Human Capital/workforce Shareholder FOR 4
APPLE INC. 2024-02-28 A shareholder proposal entitled ''EEO Policy Risk Report'' Other Social Issues Shareholder FOR 4
DEERE & CO. 2024-02-28 Shareholder proposal regarding a customer and company sustainability congruency report Other Social Issues Shareholder FOR 4
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding Corporate Giving Report Other Social Issues Shareholder FOR 4
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting a congruency report on privacy and human rights Human Rights or Human Capital/workforce Shareholder FOR 4
MERCK & CO. INC. 2024-05-28 Shareholder proposal regarding a government censorship transparency report. Other Social Issues Shareholder FOR 4
MERCK & CO. INC. 2024-05-28 Shareholder proposal regarding a report on respecting workforce civil liberties. Other Social Issues Shareholder FOR 4
PEPSICO INC. 2024-05-01 Shareholder Proposal - Report on Risks Created by the Company's Diversity, Equity and Inclusion Efforts Other Social Issues Shareholder FOR 4
PROCTER & GAMBLE CO. 2023-10-10 Shareholder Proposal - Annual Report on Operations in China Human Rights or Human Capital/workforce Shareholder FOR 4
PROCTER & GAMBLE CO. 2023-10-10 Shareholder Proposal - Civil Rights Audit of Reverse Discrimination Other Social Issues Shareholder FOR 4
STARBUCKS CORP. 2024-03-13 Shareholder proposal requesting a report on direct and systemic discrimination. Other Social Issues Shareholder FOR 4
STARBUCKS CORP. 2024-03-13 Shareholder proposal requesting a report on human rights policies. Human Rights or Human Capital/workforce Shareholder FOR 4
WALT DISNEY CO. 2024-04-03 Shareholder proposal, if properly presented at the meeting, requesting publication of recipients of charitable contributions. Other Social Issues Shareholder FOR 4
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion Shareholder FOR 3
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting report on risks of politicized de-banking Other Social Issues Shareholder FOR 3
COSTCO WHOLESALE CORP. 2024-01-18 Shareholder proposal regarding fiduciary carbon-emission relevance report Environment or Climate Shareholder FOR 3
GILEAD SCIENCES INC. 2024-05-08 To vote on a stockholder proposal requesting that the Board issue a report detailing the risks and costs to the Company caused by opposing or otherwise altering Company policy in response to state policies regulating abortion, and detailing any strategies beyond litigation and legal compliance that the Company may deploy to minimize or mitigate these risks Other Social Issues Shareholder FOR 3
INTEL CORP. 2024-05-07 Stockholder proposal requesting a risk report of opposing state abortion regulation, if properly presented at the meeting Other Social Issues Shareholder FOR 3
MGM RESORTS INTERNATIONAL 2024-05-01 A stockholder proposal requesting a report to stockholders on risks created by the Company's diversity, equity and inclusion efforts Other Social Issues Shareholder FOR 3
MSCI INC. 2024-04-23 To approve shareholder proposal to report on "Chinese military-industry companies" in Company indices Human Rights or Human Capital/workforce Shareholder FOR 3
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Report on Risks of Politicized De-Banking Other Social Issues Shareholder FOR 3
ADOBE INC. 2024-04-17 Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records Human Rights or Human Capital/workforce Shareholder FOR 2
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting a Report on Viewpoint Restriction Other Social Issues Shareholder FOR 2
CIGNA GROUP 2024-04-24 Shareholder Proposal - Report to shareholders on risks created by the The Cigna Group's diversity, equity, and inclusion efforts Other Social Issues Shareholder FOR 2
CITIGROUP INC. 2024-04-30 Stockholder proposal requesting a report on risks of Politicized De-banking Other Social Issues Shareholder FOR 2
CITIGROUP INC. 2024-04-30 Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts Other Social Issues Shareholder FOR 2
DELL TECHNOLOGIES INC. 2024-06-27 Shareholder proposal requiring that Dell Technologies Inc.'s website list any recipient of material donations from Dell Technologies Inc. Other Social Issues Shareholder FOR 2
DUKE ENERGY CORP. 2024-05-09 Shareholder proposal regarding financial statement assumptions and climate change Environment or Climate Shareholder FOR 2
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Diversity, Equity, and Inclusion Shareholder FOR 2
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Congruency in China Business Operations and ESG Activities Human Rights or Human Capital/workforce Shareholder FOR 2
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on greenhouse gas goals, if properly presented Environment or Climate Shareholder FOR 2
PROGRESSIVE CORP. 2024-05-10 Shareholder proposal regarding a report on the Company's diversity, equity, and inclusion efforts, and Other Social Issues Shareholder FOR 2
SALESFORCE INC. 2024-06-27 A stockholder proposal requesting a report on viewpoint restriction risks, if properly presented at the meeting Other Social Issues Shareholder FOR 2
TRUIST FINANCIAL CORP. 2024-04-23 Shareholder proposal regarding a report on Board oversight of risks related to discrimination, if properly presented at the Annual Meeting Other Social Issues Shareholder FOR 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Stockholder proposal requesting an EEO policy risk report Other Social Issues Shareholder FOR 2
AIR TRANSPORT SERVICES GROUP INC. 2024-05-22 Stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder FOR 1
ALCOA CORP. 2024-05-10 Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder Proposal Regarding a Report on Electromagnetic Radiation and Wireless Technologies Risks 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
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
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 entitled ''Report on Ensuring Respect for Civil Liberties'' Human Rights or Human Capital/workforce 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
BALLY'S CORP. 2024-05-16 A shareholder proposal regarding a report on the adoption of a smokefree policy 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
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 Human Rights or Human Capital/workforce 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
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 Human Rights or Human Capital/workforce 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
INGLES MARKETS INC. 2024-02-13 Stockholder proposal concerning risk discloser related to consumer expectation on significant policy matters Other Social Issues Shareholder FOR 1
INGLES MARKETS INC. 2024-02-13 Stockholder proposal regarding cage free egg progress disclosure Environment or Climate 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 on political advertising and election cycle enhanced actions Other Social Issues 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
PREFORMED LINE PRODUCTS CO. 2024-05-07 To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity Diversity, Equity, and Inclusion Shareholder FOR 1
SKYWEST INC. 2024-05-07 A shareholder proposal regarding collective bargaining policy Human Rights or Human Capital/workforce Shareholder FOR 1
SPARTANNASH CO. 2024-05-22 Shareholder proposal regarding animal welfare, if properly presented at the Annual Meeting. Environment or Climate 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
TESLA INC. 2024-06-13 A stockholder proposal regarding reporting on effects and risks associated with electromagnetic radiation and wireless technologies, if properly presented Environment or Climate Shareholder FOR 1
WARRIOR MET COAL INC. 2024-04-25 STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce Shareholder FOR 1
WEIS MARKETS INC. 2024-05-02 Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain Environment or Climate Shareholder FOR 1
WEIS MARKETS INC. 2024-05-02 Shareholder proposal requesting a report on how the Company is prioritizing the humane treatment of animals in its Supply Chain Environment or Climate 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 - Audit of Climate Transition Policies Environment or Climate 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 2026-09-27 from SEC Form N-PX filings.