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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
TYLER TECHNOLOGIES, INC. 2025-05-06 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
VISA INC. 2025-01-28 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder FOR 1
WELLS FARGO & COMPANY 2025-04-29 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 1
WELLS FARGO & COMPANY 2025-04-29 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & COMPANY 2025-04-29 Shareholder Proposal - Energy Supply Ratio. Environment or Climate Shareholder FOR 1
WELLS FARGO & COMPANY 2025-04-29 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder FOR 1
YUM! BRANDS, INC. 2025-05-15 Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate Shareholder FOR 1
YUM! BRANDS, INC. 2025-05-15 Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce Shareholder FOR 1

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