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OPTIMUM FUND TRUST 2025-2026: 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

14 proposals. Every shareholder proposal OPTIMUM FUND TRUST backed in 2025-2026 is listed here.

OPTIMUM FUND TRUST, 2025-2026 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
ArcBest Corporation 2026-04-24 A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate Shareholder FOR 1
AutoNation, Inc. 2026-04-28 Adoption of stockholder proposal regarding GHG report. Environment or Climate Shareholder FOR 1
Eli Lilly and Company 2026-05-04 Shareholder proposal to prepare an annual lobbying report. Other Social Issues Shareholder FOR 1
HCA Healthcare, Inc. 2026-04-23 Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding data protection impact assessment on generative AI chatbots. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 1
Meta Platforms, Inc. 2026-05-27 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Diversity, Equity, and Inclusion Shareholder FOR 1
Otis Worldwide Corporation 2026-05-27 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
Palantir Technologies Inc. 2026-06-03 Stockholder proposal entitled "Political Spending Disclosure", if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
Sonoco Products Company 2026-04-15 Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues Shareholder FOR 1
Steel Dynamics, Inc. 2026-05-06 Shareholder proposal - avoid political spending brand damage Other Social Issues Shareholder FOR 1
The Goldman Sachs Group, Inc. 2026-04-29 Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues Shareholder FOR 1
Tyler Technologies, Inc. 2026-05-05 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
Universal Health Services, Inc. 2026-05-20 Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1

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