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Investment Managers Series Trust II 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Investment Managers Series Trust II 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

54 proposals. Every shareholder proposal Investment Managers Series Trust II backed in 2023-2024 is listed here.

Investment Managers Series Trust II, 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 fromInvestment Managers Series Trust II votedFunds
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder FOR 1
ABBVIE INC. 2024-05-03 Stockholder Proposal - to Issue an Annual Report on Lobbying Other Social Issues Shareholder FOR 1
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 1
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 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 climate risks to retirement plan beneficiaries Environment or Climate Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative AI 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 Human Rights or Human Capital/workforce Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder FOR 1
AMERICAN EXPRESS CO. 2024-05-06 Shareholder proposal relating to climate lobbying. Environment or Climate 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 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
APPLIED MATERIALS INC. 2024-03-07 Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gende Human Rights or Human Capital/workforce 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 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 1
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder FOR 1
CENTENE CORP. 2024-05-14 Stockholder Proposal For Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate Shareholder FOR 1
CHARLES SCHWAB CORP. 2024-05-23 Stockholder Proposal on Pay Equity Disclosure. Diversity, Equity, and Inclusion Shareholder FOR 1
CHURCH & DWIGHT CO. INC. 2024-05-02 Stockholder Proposal - Transparency in Political Contributions. Other Social Issues Shareholder FOR 1
CISCO SYSTEMS INC. 2023-12-06 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues 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. Diversity, Equity, and Inclusion Shareholder FOR 1
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 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Climate Lobbying. Environment or Climate Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities. Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets. Environment or Climate Shareholder FOR 1
INTUIT INC. 2024-01-18 Stockholder proposal requesting a retirement plan investment report Environment or Climate Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. 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
MAXIMUS INC. 2024-03-12 Shareholder proposal regarding the commission of a third party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce Shareholder FOR 1
MESA LABORATORIES INC. 2023-08-25 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate Shareholder FOR 1
MICROCHIP TECHNOLOGY INC. 2023-08-22 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. Other Social Issues Shareholder FOR 1
NETFLIX INC. 2024-06-06 Stockholder proposal entitled, Amendments to the Code of Ethics and report on the board members compliance with the amended code, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
NETFLIX INC. 2024-06-06 Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
NIKE INC. 2023-09-12 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. 2023-09-12 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
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion Shareholder FOR 1
ROSS STORES INC. 2024-05-22 To Vote On A Stockholder Proposal Regarding Reporting On Material Value Chain Ghg Emissions, If Properly Presented At The Annual Meeting. Environment or Climate Shareholder FOR 1
SYSCO CORP. 2023-11-17 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder FOR 1
TESLA INC. 2024-06-13 A stockholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans, if properly presented. 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 reduction of director terms to one year, if properly presented Human Rights or Human Capital/workforce Shareholder FOR 1
TESLA INC. 2024-06-13 A stockholder proposal regarding simple majority voting provisions in our governing documents, if properly presented Human Rights or Human Capital/workforce Shareholder FOR 1
TEXAS INSTRUMENTS INC. 2024-04-25 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Other Social Issues Shareholder FOR 1
TJX COMPANIES INC. 2024-06-04 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce 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
WINGSTOP INC. 2024-05-23 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate Shareholder FOR 1

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