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Exchange Place Advisors Trust 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Exchange Place Advisors 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

108 proposals. Every shareholder proposal Exchange Place Advisors Trust backed in 2024-2025 is listed here.

Exchange Place Advisors Trust, 2024-2025 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 fromExchange Place Advisors Trust votedFunds
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 1
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Other Social Issues Shareholder FOR 1
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder FOR 1
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce Shareholder FOR 1
ALPHABET INC. 2025-06-06 Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate Shareholder FOR 1
AMAZON.COM, INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 1
AMAZON.COM, INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM, INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder FOR 1
AMAZON.COM, INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder FOR 1
AMAZON.COM, INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder FOR 1
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Other Social Issues Shareholder FOR 1
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder FOR 1
BANK OF AMERICA CORPORATION 2025-04-22 Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate Shareholder FOR 1
BANK OF AMERICA CORPORATION 2025-04-22 Shareholder proposal requesting report on board oversight of risks related to animal welfare Environment or Climate Shareholder FOR 1
BANK OF AMERICA CORPORATION 2025-04-22 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder FOR 1
BEST BUY CO., INC. 2025-06-13 To vote on a shareholder proposal entitled "Publish Climate Transition Plan to Achieve Stated Goals" Environment or Climate Shareholder FOR 1
BEST BUY CO., INC. 2025-06-13 To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy" Human Rights or Human Capital/workforce Shareholder FOR 1
BJ'S WHOLESALE CLUB HOLDINGS, INC. 2025-06-19 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
BLACKROCK, INC. 2025-05-15 Shareholder Proposal - Report on Risk of Stakeholder Capitalism. Other Social Issues Shareholder FOR 1
CADENCE DESIGN SYSTEMS, INC. 2025-05-08 Stockholder proposal regarding political spending. Other Social Issues Shareholder FOR 1
CATERPILLAR INC. 2025-06-11 Shareholder Proposal - Civil Rights Audit Human Rights or Human Capital/workforce Shareholder FOR 1
CENTENE CORPORATION 2025-05-13 STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS. Environment or Climate Shareholder FOR 1
CENTENE CORPORATION 2025-05-13 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. Environment or Climate Shareholder FOR 1
CINTAS CORPORATION 2024-10-29 A shareholder proposal regarding disclosure of key diversity and inclusion metrics, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
CINTAS CORPORATION 2024-10-29 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
CINTAS CORPORATION 2024-10-29 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
CITIGROUP INC. 2025-04-29 Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Environment or Climate Shareholder FOR 1
CITIGROUP INC. 2025-04-29 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. 2024-07-17 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder FOR 1
CONSTELLATION BRANDS, INC. 2024-07-17 Stockholder proposal on managing supply chain water risk. Environment or Climate Shareholder FOR 1
COSTAR GROUP, INC. 2025-06-26 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder FOR 1
DARDEN RESTAURANTS, INC. 2024-09-18 To vote on a shareholder proposal requesting the Company disclose its Broiler Chicken Key Welfare Indicators if properly presented at the meeting. Environment or Climate Shareholder FOR 1
DARDEN RESTAURANTS, INC. 2024-09-18 To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate Shareholder FOR 1
DEERE & COMPANY 2025-02-26 Shareholder proposal on a report on racial and gender hiring statistics Other Social Issues Shareholder FOR 1
DIGITAL REALTY TRUST, INC. 2025-06-06 A stockholder proposal regarding human right to water, if properly presented. Human Rights or Human Capital/workforce Shareholder FOR 1
DOLLAR GENERAL CORPORATION 2025-05-29 To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce Shareholder FOR 1
DOLLAR GENERAL CORPORATION 2025-05-29 To vote on a shareholder proposal to publish a food waste transparency report. Environment or Climate Shareholder FOR 1
DOLLAR GENERAL CORPORATION 2025-05-29 To vote on a shareholder proposal to publish a report on employee access to timely, quality healthcare. Human Rights or Human Capital/workforce Shareholder FOR 1
DRAFTKINGS INC. 2025-05-19 To consider a shareholder proposal regarding board matrix disclosure. Diversity, Equity, and Inclusion Shareholder FOR 1
ELEVANCE HEALTH, INC. 2025-05-14 Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. Human Rights or Human Capital/workforce Shareholder FOR 1
FEDEX CORPORATION 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 1
FEDEX CORPORATION 2024-09-23 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate Shareholder FOR 1
FORD MOTOR COMPANY 2025-05-08 A shareholder proposal relating to a Report on Supply Chain GHG Emissions and Net Zero Goals. Environment or Climate Shareholder FOR 1
GENERAL MOTORS COMPANY 2025-06-03 Shareholder Proposal Regarding a Report on Supply Chain GHG Emissions Reduction Strategies Environment or Climate Shareholder FOR 1
GENUINE PARTS COMPANY 2025-04-28 Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts Human Rights or Human Capital/workforce Shareholder FOR 1
GILEAD SCIENCES, INC. 2025-05-07 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
GILEAD SCIENCES, INC. 2025-05-07 To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
IDEX CORPORATION 2025-05-08 Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce Shareholder FOR 1
INTEL CORPORATION 2025-05-06 Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2025-04-29 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder FOR 1
MARKEL GROUP INC. 2025-05-21 Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate Shareholder FOR 1
MASTERCARD INCORPORATED 2025-06-24 Consideration of a stockholder proposal requesting a racial equity audit report Human Rights or Human Capital/workforce Shareholder FOR 1
MCKESSON CORPORATION 2024-07-31 Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care. Human Rights or Human Capital/workforce Shareholder FOR 1
MERCK & CO., INC. 2025-05-27 Shareholder proposal regarding a human rights impact assessment. Human Rights or Human Capital/workforce Shareholder FOR 1
MERCK & CO., INC. 2025-05-27 Shareholder proposal regarding a tax transparency report. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Other Social Issues Shareholder FOR 1
MICROCHIP TECHNOLOGY INCORPORATED 2024-08-20 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce Shareholder FOR 1
MONDELEZ INTERNATIONAL, INC. 2025-05-21 Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process Human Rights or Human Capital/workforce Shareholder FOR 1
MONDELEZ INTERNATIONAL, INC. 2025-05-21 Shareholder Proposal: Report on Climate lobbying Environment or Climate Shareholder FOR 1
MONDELEZ INTERNATIONAL, INC. 2025-05-21 Shareholder Proposal: Report on flexible plastic packaging Environment or Climate Shareholder FOR 1
MONDELEZ INTERNATIONAL, INC. 2025-05-21 Shareholder Proposal: Report on recycled content claims Environment or Climate Shareholder FOR 1
MONDELEZ INTERNATIONAL, INC. 2025-05-21 Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce Shareholder FOR 1
MORGAN STANLEY 2025-05-15 Shareholder proposal requesting an energy supply ratio Environment or Climate Shareholder FOR 1
NATIONAL BEVERAGE CORP. 2024-10-04 Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
NETFLIX, INC. 2025-06-05 Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
NETFLIX, INC. 2025-06-05 Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate Shareholder FOR 1
NIKE, INC. 2024-09-10 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
NIKE, INC. 2024-09-10 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. 2024-09-10 To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
NIKE, INC. 2024-09-10 To consider a shareholder proposal regarding a Divisive Partnerships Congruency Report, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
NIKE, INC. 2024-09-10 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
NVIDIA CORPORATION 2025-06-25 Approval of a stockholder proposal to modify existing reporting on workforce data. Human Rights or Human Capital/workforce Shareholder FOR 1
OLD DOMINION FREIGHT LINE, INC. 2025-05-21 Shareholder proposal regarding emission reduction targets. Environment or Climate Shareholder FOR 1
ORACLE CORPORATION 2024-11-14 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries. Environment or Climate Shareholder FOR 1
OTIS WORLDWIDE CORPORATION 2025-05-15 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
PALO ALTO NETWORKS, INC. 2024-12-10 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder FOR 1
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder FOR 1
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate Shareholder FOR 1
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder FOR 1
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Third-Party Racial Equity Audit. Human Rights or Human Capital/workforce Shareholder FOR 1
PULTEGROUP, INC. 2025-04-30 Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
QUALCOMM INCORPORATED 2025-03-18 Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate Shareholder FOR 1
SKYWEST, INC. 2025-05-06 A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce Shareholder FOR 1
STARBUCKS CORPORATION 2025-03-12 Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan. Environment or Climate Shareholder FOR 1
STATE STREET CORPORATION 2025-05-14 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate Shareholder FOR 1
STRYKER CORPORATION 2025-05-08 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder FOR 1
SYSCO CORPORATION 2024-11-15 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Environment or Climate Shareholder FOR 1
TERADYNE, INC. 2025-05-09 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder FOR 1
THE HOME DEPOT, INC. 2025-05-22 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder FOR 1
THE HOME DEPOT, INC. 2025-05-22 Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate Shareholder FOR 1
THE KRAFT HEINZ COMPANY 2025-05-08 Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate Shareholder FOR 1
THE KRAFT HEINZ COMPANY 2025-05-08 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder FOR 1
THE PROCTER & GAMBLE COMPANY 2024-10-08 Shareholder Proposal - Pay Gap Reporting. Diversity, Equity, and Inclusion Shareholder FOR 1
THE TIMKEN COMPANY 2025-05-02 Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain. Environment or Climate Shareholder FOR 1
THE TRAVELERS COMPANIES, INC. 2025-05-21 Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder FOR 1
THE WALT DISNEY COMPANY 2025-03-20 Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. Other Social Issues Shareholder FOR 1

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