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OPTIMUM FUND TRUST 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal OPTIMUM FUND 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

52 proposals. Every shareholder proposal OPTIMUM FUND TRUST backed in 2023-2024 is listed here.

OPTIMUM FUND 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 fromOPTIMUM FUND TRUST votedFunds
DICK'S SPORTING GOODS INC. 2024-06-12 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder FOR 2
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 2
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 2
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder FOR 2
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 human rights assessment of Al-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 generative AI misinformation and disinformation risks Other Social Issues Shareholder FOR 1
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative Al 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 Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting A Report On Packaging Materials Environment or Climate 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
AMKOR TECHNOLOGY INC. 2024-05-14 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. 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
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. Diversity, Equity, and Inclusion Shareholder FOR 1
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 1
COTY INC. 2023-11-02 Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate Shareholder FOR 1
DARDEN RESTAURANTS INC. 2023-09-20 To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate Shareholder FOR 1
DELTA AIR LINES INC. 2024-06-20 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder FOR 1
DRAFTKINGS INC. 2024-05-13 To consider a shareholder proposal regarding disclosure of certain political contributions. 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
HUNTINGTON INGALLS INDUSTRIES INC. 2024-05-01 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder FOR 1
JACK IN THE BOX INC. 2024-03-01 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on human rights risks in non-US markets. Human Rights or Human Capital/workforce 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
MONDELEZ INTERNATIONAL INC. 2024-05-22 Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce Shareholder FOR 1
MORGAN STANLEY 2024-05-23 Shareholder proposal regarding transparency in lobbying Other Social Issues 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
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion Shareholder FOR 1
PAPA JOHN'S INTERNATIONAL INC. 2024-05-02 Stockholder proposal regarding pork housing disclosure. Other Social Issues Shareholder FOR 1
RYDER SYSTEM INC. 2024-05-03 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder FOR 1
RYDER SYSTEM INC. 2024-05-03 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate Shareholder FOR 1
SMITH & WESSON BRANDS INC. 2023-09-19 A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce Shareholder FOR 1
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 1
TRUIST FINANCIAL CORP. 2024-04-23 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding corporate climate lobbying. Environment or Climate 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
WALT DISNEY CO. 2024-04-03 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues 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 - 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
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 2026-09-27 from SEC Form N-PX filings.