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Symmetry Panoramic Trust 2023-2024: where it broke with the board

At least 6,065 proposals in the 2023-2024 proxy season: Symmetry Panoramic Trust voted against, or withheld its votes from, at least 6,000 proposals put forward by company boards, and voted for 65 shareholder proposals, by its own Form N-PX filings.

Two kinds of vote are listed: a board-sponsored proposal Symmetry Panoramic Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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

6,065 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

Symmetry Panoramic Trust, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedSymmetry Panoramic Trust votedFunds
POOL CORP. May 1, 2024 Elect Director Martha "Marty" S. Gervasi Director Elections Board ABSTAIN 1
POOL CORP. May 1, 2024 Elect Director Peter D. Arvan Director Elections Board ABSTAIN 1
POOL CORP. May 1, 2024 Ratify Ernst & Young LLP as Auditors Audit-related Board ABSTAIN 1
PPG INDUSTRIES INC. April 18, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PPG INDUSTRIES INC. April 18, 2024 Elect Director Catherine R. Smith Director Elections Board ABSTAIN 1
PPG INDUSTRIES INC. April 18, 2024 Elect Director Christopher N. Roberts, III Director Elections Board ABSTAIN 1
PPG INDUSTRIES INC. April 18, 2024 Elect Director Martin H. Richenhagen Director Elections Board ABSTAIN 1
PPG INDUSTRIES INC. April 18, 2024 Elect Director Michael W. Lamach Director Elections Board ABSTAIN 1
PPG INDUSTRIES INC. April 18, 2024 Ratify PricewaterhouseCoopers LLP as Auditors Audit-related Board ABSTAIN 1
PPL CORP. May 15, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Armando Zagalo de Lima Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Arthur P. Beattie Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Craig A. Rogerson Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Heather B. Redman Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Keith H. Williamson Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Linda G. Sullivan Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Natica von Althann Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Phoebe A. Wood Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Raja Rajamannar Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Elect Director Vincent Sorgi Director Elections Board ABSTAIN 1
PPL CORP. May 15, 2024 Ratify Deloitte & Touche LLP as Auditors Audit-related Board ABSTAIN 1
PRINCIPAL FINANCIAL GROUP INC. May 21, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PRINCIPAL FINANCIAL GROUP INC. May 21, 2024 Elect Director Alfredo Rivera Director Elections Board ABSTAIN 1
PRINCIPAL FINANCIAL GROUP INC. May 21, 2024 Elect Director Daniel J. Houston Director Elections Board ABSTAIN 1
PRINCIPAL FINANCIAL GROUP INC. May 21, 2024 Elect Director Diane C. Nordin Director Elections Board ABSTAIN 1
PRINCIPAL FINANCIAL GROUP INC. May 21, 2024 Elect Director Roger C. Hochschild Director Elections Board ABSTAIN 1
PRINCIPAL FINANCIAL GROUP INC. May 21, 2024 Ratify Ernst & Young LLP as Auditors Audit-related Board ABSTAIN 1
PROCORE TECHNOLOGIES INC. Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PROCORE TECHNOLOGIES INC. Elect Director Elisa A. Steele Director Elections Board ABSTAIN 1
PROCORE TECHNOLOGIES INC. Elect Director Graham V. Smith Director Elections Board ABSTAIN 1
PROCORE TECHNOLOGIES INC. Elect Director William J.G. Griffith, IV Director Elections Board ABSTAIN 1
PROCORE TECHNOLOGIES INC. Ratify PricewaterhouseCoopers LLP as Auditors Audit-related Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Approve Omnibus Stock Plan Compensation Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Barbara R. Snyder Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Charles A. Davis Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Danelle M. Barrett Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Devin C. Johnson Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Jeffrey D. Kelly Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Kahina Van Dyke Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Lawton W. Fitt Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Pamela J. Craig Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Philip Bleser Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Roger N. Farah Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Stuart B. Burgdoerfer Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Elect Director Susan Patricia Griffith Director Elections Board ABSTAIN 1
PROGRESSIVE CORP. May 10, 2024 Ratify PricewaterhouseCoopers LLP as Auditors Audit-related Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Charles F. Lowrey Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Christine A. Poon Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Douglas A. Scovanner Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Gilbert F. Casellas Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Kathleen A. Murphy Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Martina Hund-Mejean Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Michael A. Todman Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Robert M. Falzon Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Sandra Pianalto Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Elect Director Wendy E. Jones Director Elections Board ABSTAIN 1
PRUDENTIAL FINANCIAL INC. May 14, 2024 Ratify PricewaterhouseCoopers LLP as Auditors Audit-related Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Barry H. Ostrowsky Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Jamie M. Gentoso Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director John P. Surma Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Kenneth Y. Tanji Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Laura A. Sugg Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Ralph A. LaRossa Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Ricardo G. Perez Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Scott G. Stephenson Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Susan Tomasky Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Valerie A. Smith Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Elect Director Willie A. Deese Director Elections Board ABSTAIN 1
PUBLIC SERVICE ENTERPRISE GROUP INC. April 16, 2024 Ratify Deloitte & Touche LLP as Auditors Audit-related Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Andre J. Hawaux Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Brian P. Anderson Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Bryce Blair Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Cheryl W. Grise Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director J. Phillip Holloman Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director John R. Peshkin Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Kristen Actis-Grande Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Lila Snyder Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Ryan R. Marshall Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Scott F. Powers Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Elect Director Thomas J. Folliard Director Elections Board ABSTAIN 1
PULTEGROUP INC. May 6, 2024 Ratify Ernst & Young LLP as Auditors Audit-related Board ABSTAIN 1
PURE STORAGE INC. Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
PURE STORAGE INC. Elect Director Jeff Rothschild Director Elections Board ABSTAIN 1
PURE STORAGE INC. Elect Director Mallun Yen Director Elections Board ABSTAIN 1
PURE STORAGE INC. Elect Director Susan Taylor Director Elections Board ABSTAIN 1
PURE STORAGE INC. Ratify Deloitte & Touche LLP as Auditors Audit-related Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Bernard Fried Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Doyle N. Beneby Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Earl C. (Duke) Austin, Jr. Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Holli C. Ladhani Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Jo-ann dePass Olsovsky Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Martha B. Wyrsch Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director R. Scott Rowe Director Elections Board ABSTAIN 1
QUANTA SERVICES INC. May 24, 2024 Elect Director Raul J. Valentin Director Elections Board ABSTAIN 1

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Built November 8, 2026 from SEC Form N-PX filings.