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Managed Portfolio Series 2023-2024: where it broke with the board

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

975 proposals.

Managed Portfolio Series, 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 fromManaged Portfolio Series votedFunds
3M CO. 2024-05-14 Advisory approval of executive compensation Say-on-Pay Board AGAINST 4
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 4
QUEST DIAGNOSTICS INC. 2024-05-16 Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate Shareholder FOR 4
WALT DISNEY CO. 2024-04-03 BLACKWELLS NOMINEE OPPOSED BY THE COMPANY: Craig Hatkoff Director Elections Board ABSTAIN 4
WALT DISNEY CO. 2024-04-03 BLACKWELLS NOMINEE OPPOSED BY THE COMPANY: Jessica Schell Director Elections Board ABSTAIN 4
WALT DISNEY CO. 2024-04-03 BLACKWELLS NOMINEE OPPOSED BY THE COMPANY: Leah Solivan Director Elections Board ABSTAIN 4
WALT DISNEY CO. 2024-04-03 TRIAN NOMINEE OPPOSED BY THE COMPANY: James A. Rasulo Director Elections Board ABSTAIN 4
WALT DISNEY CO. 2024-04-03 TRIAN NOMINEE OPPOSED BY THE COMPANY: Nelson Peltz Director Elections Board ABSTAIN 4
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: Adolphus B. Baker Director Elections Board ABSTAIN 3
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: Camille S. Young Director Elections Board ABSTAIN 3
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: James E. Poole Director Elections Board ABSTAIN 3
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: Letitia C. Hughes Director Elections Board ABSTAIN 3
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: Max P. Bowman Director Elections Board ABSTAIN 3
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: Sherman L. Miller Director Elections Board ABSTAIN 3
CAL-MAINE FOODS INC. 2023-10-06 Election of Directors: Steve W. Sanders Director Elections Board ABSTAIN 3
CLEARWAY ENERGY INC. 2024-04-25 Election of Directors: Daniel B. More Director Elections Board ABSTAIN 3
EQUITRANS MIDSTREAM CORP. 2024-04-23 Approval, on an advisory basis, of the compensation of the Company's named executive officers for 2023 (Say-on-Pay) Say-on-Pay Board AGAINST 3
EQUITY COMMONWEALTH 2024-06-18 To approve, on a non-binding advisory basis, the compensation of our named executive officers Say-on-Pay Board AGAINST 3
EURONET WORLDWIDE INC. 2024-05-16 Advisory vote on executive compensation Say-on-Pay Board AGAINST 3
MAGELLAN MIDSTREAM PARTNERS LP 2023-09-21 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Magellan GP, LLC, the general partner of Magellan, that is based on or otherwise related to the merger contemplated by the Merger Agreement Say-on-Pay Board AGAINST 3
NIKE INC. 2023-09-12 Class B director nominees: To elect a Board of Directors for the ensuing year John Rogers, Jr. Director Elections Board ABSTAIN 3
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 3
ABBOTT LABORATORIES 2024-04-26 Election of 12 Directors John G. Stratton Director Elections Board AGAINST 2
ABBOTT LABORATORIES 2024-04-26 Election of 12 Directors Nancy McKinstry Director Elections Board AGAINST 2
ADVANCED DRAINAGE SYSTEMS, INC./WMS 2023-07-20 Election of Directors Alexander R. Fischer Director Elections Board AGAINST 2
ADVANCED DRAINAGE SYSTEMS, INC./WMS 2023-07-20 Election of Directors Anil Seetharam Director Elections Board AGAINST 2
ADVANCED DRAINAGE SYSTEMS, INC./WMS 2023-07-20 Election of Directors Robert M. Eversole Director Elections Board AGAINST 2
ADVANCED DRAINAGE SYSTEMS, INC./WMS 2023-07-20 Election of Directors Tanya D. Fratto Director Elections Board AGAINST 2
ALLISON TRANSMISSION HOLDINGS INC. 2024-05-08 Election of Directors Richard P. Lavin Director Elections Board AGAINST 2
ANTERO MIDSTREAM CORP. 2024-06-05 Class II Nominees: Brooks J. Klimley Director Elections Board ABSTAIN 2
APPFOLIO INC. 2024-06-14 Election of Class III Directors: Timothy Bliss Director Elections Board ABSTAIN 2
APPLE INC. 2024-02-28 A shareholder proposal requesting a report on the use of AI Other Social Issues Shareholder FOR 2
ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC 2024-04-15 Election of Arun Banskota as director of the Company. Director Elections Board AGAINST 2
ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC 2024-04-15 To approve the directors' remuneration policy. Compensation Board AGAINST 2
ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC 2024-04-15 To approve the directors' remuneration report, excluding the directors' remuneration policy, for the year ended. Say-on-Pay Board AGAINST 2
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 2
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 2
BILL HOLDINGS INC. 2023-12-07 To elect the directors listed below: Peter Kight Director Elections Board ABSTAIN 2
CHINA LONGYUAN POWER GROUP CORPORATION LTD. 2023-08-29 TO CONSIDER AND APPROVE THE APPOINTMENT OF MR. LIU JINJI AS A SUPERVISOR OF THE COMPANY TO FILL THE VACANCY LEFT BY RESIGNATION OF MR. SHAO JUNJIE Audit-related Board AGAINST 2
CISCO SYSTEMS INC. 2023-12-06 Stockholder proposal Approval to have Cisco's Borad Issue a tax transparency report in consideration of the Global Reporting initiatives Tax Standard Other Social Issues Shareholder FOR 2
CITIZENS FINANCIAL GROUP INC. 2024-04-25 Advisory Vote on Executive Compensation Say-on-Pay Board AGAINST 2
COCA-COLA CO. 2024-05-01 Election of Directors Barry Diller Director Elections Board AGAINST 2
COCA-COLA CO. 2024-05-01 Election of Directors Christopher C. Davis Director Elections Board AGAINST 2
COCA-COLA CO. 2024-05-01 Election of Directors Thomas S. Gayner Director Elections Board AGAINST 2
CONAGRA BRANDS INC. 2023-09-14 Advisory vote to approve named executive officers compensation Say-on-Pay Board AGAINST 2
COPART INC. 2023-12-08 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2023 Say-on-Pay Board AGAINST 2
CRESTWOOD EQUITY PARTNERS LP 2023-10-30 To approve, on an advisory (non-binding) basis, specified compensation that may be received by Crestwood Equity Partners LP's named executive officers in connection with the merger Say-on-Pay Board AGAINST 2
CVS HEALTH CORP. 2024-05-16 Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation Say-on-Pay Board AGAINST 2
CVS HEALTH CORP. 2024-05-16 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report Human Rights or Human Capital/workforce Shareholder FOR 2
DINE BRANDS GLOBAL INC. 2024-05-14 Stockholder proposal regarding climate change policies and climate change risk disclosures Environment or Climate Shareholder FOR 2
DINE BRANDS GLOBAL INC. 2024-05-14 Stockholder proposal regarding group-housed pork Environment or Climate Shareholder FOR 2
DOLLAR GENERAL CORP. 2024-05-29 Election of Directors Debra A. Sandler Director Elections Board AGAINST 2
DOLLAR GENERAL CORP. 2024-05-29 To approve, on an advisory (non- binding) basic , the resolution regarding the compensation of dollar General Corporation's named executive officer as disclosed in the Proxy Statement Say-on-Pay Board AGAINST 2
FACTSET RESEARCH SYSTEMS INC. 2023-12-14 To elect four directors to the Board of Directors Malcolm Frank Director Elections Board AGAINST 2
FACTSET RESEARCH SYSTEMS INC. 2023-12-14 To elect four directors to the Board of Directors Robin A. Abrams Director Elections Board AGAINST 2
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a "Just Transition" report Environment or Climate Shareholder FOR 2
GENERAL DYNAMICS CORP. 2024-05-01 Shareholder Opportunity to Vote on Excessive Golden Parachutes Compensation Board AGAINST 2
GLOBAL PAYMENTS INC. 2024-04-25 Advisory shareholder proposal on transparency in political spending Other Social Issues Shareholder FOR 2
GLOBAL PAYMENTS INC. 2024-04-25 Election of Twelve Nominees as Directors Joseph H. Osnoss Director Elections Board AGAINST 2
INTUIT INC. 2024-01-18 Election of Directors Eve Burton Director Elections Board AGAINST 2
INTUIT INC. 2024-01-18 Election of Directors Suzanne Nora Johnson Director Elections Board AGAINST 2
INTUIT INC. 2024-01-18 Election of Directors Tekedra Mawakana Director Elections Board AGAINST 2
INTUIT INC. 2024-01-18 Election of Directors Thomas Szkutak Director Elections Board AGAINST 2
INTUIT INC. 2024-01-18 Stockholder proposal requesting a retirement plan investment report Environment or Climate Shareholder FOR 2
INVESCO LTD. 2024-05-23 Amendment and restatement of the Invesco Ltd. 2016 Global Equity Incentive Plan to increase the number of authorized shares and make certain other revisions Compensation Board AGAINST 2
JOHNSON & JOHNSON 2024-04-25 Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay Board AGAINST 2
JOHNSON & JOHNSON 2024-04-25 Election of Directors Mark A. Weinberger Director Elections Board AGAINST 2
KULICKE AND SOFFA INDUSTRIES INC. 2024-03-13 Election of Directors to serve until the 2028 Annual meeting: David Jeffrey Richardson Director Elections Board ABSTAIN 2
KULICKE AND SOFFA INDUSTRIES INC. 2024-03-13 Election of Directors to serve until the 2028 Annual meeting: Mui Sung Yeo Director Elections Board ABSTAIN 2
LAM RESEARCH CORP. 2023-11-07 Election of Directors Abhijit Y. Talwalkar Director Elections Board AGAINST 2
LAM RESEARCH CORP. 2023-11-07 Election of Directors Bethany J. Mayer Director Elections Board AGAINST 2
LAM RESEARCH CORP. 2023-11-07 Election of Directors Eric K. Brandt Director Elections Board AGAINST 2
LAM RESEARCH CORP. 2023-11-07 Election of Directors Michael R. Cannon Director Elections Board AGAINST 2
LOWE'S COMPANIES INC. 2024-05-31 Election of Directors: Bertram L. Scott Director Elections Board ABSTAIN 2
LOWE'S COMPANIES INC. 2024-05-31 Election of Directors: Raul Alvarez Director Elections Board ABSTAIN 2
MARSH & MCLENNAN COMPANIES INC. 2024-05-16 Election of Directors Tamara Ingram Director Elections Board AGAINST 2
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 2
MICROCHIP TECHNOLOGY INC. 2023-08-22 Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034 Capital Structure Board AGAINST 2
MICROCHIP TECHNOLOGY INC. 2023-08-22 Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034 Capital Structure Board AGAINST 2
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 Human Rights or Human Capital/workforce Shareholder FOR 2
NEW RELIC INC. 2023-08-16 To indicate, on an advisory basis, the compensation of the company's Named Executive Officers as disclosed in the Proxy Statement. Say-on-Pay Board AGAINST 2
NUSTAR ENERGY LP 2024-05-01 The Compensation Proposal: To approve, by a non-binding, advisory vote, the compensation that may be received by NuStar Managing GP's named executive officers in connection with the Merger Say-on-Pay Board AGAINST 2
ONEOK INC. 2023-09-21 Approval of issuance of shares of ONEOK Common Stock (the "Stock Issuance Proposal"), pursuant to the Agreement and Plan of Merger, dated as of May 14, 2023, by and among ONEOK, Otter Merger Sub, LLC and Magellan Midstream Partners, L.P., as it may be amended from time to time, a copy of which is attached as Annex A to the joint proxy statement/prospectus. Extraordinary Transactions Board AGAINST 2
PROCTER & GAMBLE CO. 2023-10-10 Election of Directors Angela F. Braly Director Elections Board AGAINST 2
PROCTER & GAMBLE CO. 2023-10-10 Election of Directors Jon R. Moeller Director Elections Board AGAINST 2
PROCTER & GAMBLE CO. 2023-10-10 Election of Directors Joseph Jimenez Director Elections Board AGAINST 2
PROCTER & GAMBLE CO. 2023-10-10 Election of Directors Patricia A. Woertz Director Elections Board AGAINST 2
REYNOLDS CONSUMER PRODUCTS INC. 2024-04-24 Election of Directors Allen P. Hugli Director Elections Board ABSTAIN 2
REYNOLDS CONSUMER PRODUCTS INC. 2024-04-24 Election of Directors Helen Golding Director Elections Board ABSTAIN 2
ROSS STORES INC. 2024-05-22 Advisory vote to approve the resolution on the compensation of the named executive officers Say-on-Pay Board AGAINST 2
ROSS STORES INC. 2024-05-22 Election of 11 Directors George P. Orban Director Elections Board AGAINST 2
SERVICE CORPORATION INTERNATIONAL 2024-05-07 Election of Directors Alan R. Buckwalter Director Elections Board AGAINST 2
SERVICE CORPORATION INTERNATIONAL 2024-05-07 Election of Directors Marcus A. Watts Director Elections Board AGAINST 2
SERVICE CORPORATION INTERNATIONAL 2024-05-07 Ratify the Selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31,2024 Audit-related Board AGAINST 2
SERVICE CORPORATION INTERNATIONAL 2024-05-07 To approve, by advisory vote, named executive officer compensation Say-on-Pay Board AGAINST 2
STONEX GROUP INC. 2023-08-10 To approve an amendment to the Company's certificate of incorporation to increase the number of authorized shares of common stock of the Company Capital Structure Board AGAINST 2
STRIDE INC. 2023-12-07 Approval of the stockholder proposal regarding a report on lobbying Other Social Issues Shareholder FOR 2
SYSCO CORP. 2023-11-17 Election of Directors Bradley M. Halverson Director Elections Board AGAINST 2
SYSCO CORP. 2023-11-17 Election of Directors Larry C. Glasscock Director Elections Board AGAINST 2
THERMO FISHER SCIENTIFIC INC. 2024-05-22 Election of Directors C. Martin Harris Director Elections Board AGAINST 2

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Built 2026-09-27 from SEC Form N-PX filings.