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

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. 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

6,053 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 its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromSymmetry Panoramic Trust votedFunds
TOYOTA MOTOR CORP. 2024-06-18 Elect Director Toyoda, Akio Director Elections Board AGAINST 2
TRADE DESK INC. 2024-05-28 Elect Director Gokul Rajaram Director Elections Board ABSTAIN 2
TRADEWEB MARKETS INC. 2024-05-10 Elect Director Balbir Bakhshi Director Elections Board ABSTAIN 2
TRADEWEB MARKETS INC. 2024-05-10 Elect Director Jacques Aigrain Director Elections Board ABSTAIN 2
TRADEWEB MARKETS INC. 2024-05-10 Elect Director Paula Madoff Director Elections Board ABSTAIN 2
TRADEWEB MARKETS INC. 2024-05-10 Elect Director Thomas Pluta Director Elections Board ABSTAIN 2
TRANSDIGM GROUP INC. 2024-03-07 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 2
TRANSDIGM GROUP INC. 2024-03-07 Elect Director David A. Barr Director Elections Board ABSTAIN 2
TRANSDIGM GROUP INC. 2024-03-07 Elect Director Gary E. McCullough Director Elections Board ABSTAIN 2
TRANSDIGM GROUP INC. 2024-03-07 Elect Director Robert J. Small Director Elections Board ABSTAIN 2
TURK HAVA YOLLARI AO 2023-07-25 Approve Director Remuneration Compensation Board AGAINST 2
TURK HAVA YOLLARI AO 2023-07-25 Ratify External Auditors Audit-related Board AGAINST 2
TURK HAVA YOLLARI AO 2023-07-25 Receive Information on Guarantees, Pledges and Mortgages Provided to Third Parties Capital Structure Board ABSTAIN 2
TURK HAVA YOLLARI AO 2023-07-25 Receive Information on Share Repurchase Program Capital Structure Board ABSTAIN 2
TURK HAVA YOLLARI AO 2024-05-24 Approve Director Remuneration Compensation Board AGAINST 2
TURK HAVA YOLLARI AO 2024-05-24 Ratify External Auditors Audit-related Board AGAINST 2
TURK HAVA YOLLARI AO 2024-05-24 Receive Information on Guarantees, Pledges and Mortgages Provided to Third Parties Capital Structure Board ABSTAIN 2
TURK HAVA YOLLARI AO 2024-05-24 Receive Information on Share Repurchase Program Capital Structure Board ABSTAIN 2
TURKCELL ILETISIM HIZMETLERI AS 2023-09-13 Approve Director Remuneration Compensation Board AGAINST 2
TURKCELL ILETISIM HIZMETLERI AS 2023-09-13 Ratify Director Appointments and Elect Directors Director Elections Board AGAINST 2
TURKIYE IS BANKASI AS 2024-03-29 Approve Director Remuneration Compensation Board AGAINST 2
TURKIYE IS BANKASI AS 2024-03-29 Ratify Director Appointment Director Elections Board AGAINST 2
TURKIYE PETROL RAFINERILERI AS 2024-04-01 Approve Director Remuneration Compensation Board AGAINST 2
TURKIYE PETROL RAFINERILERI AS 2024-04-01 Elect Directors Director Elections Board AGAINST 2
TURKIYE PETROL RAFINERILERI AS 2024-04-01 Ratify Director Appointment Director Elections Board AGAINST 2
TURKIYE PETROL RAFINERILERI AS 2024-04-01 Receive Information on Guarantees, Pledges and Mortgages Provided to Third Parties Capital Structure Board ABSTAIN 2
TWILIO INC. 2024-06-06 Elect Director Jeff Epstein Director Elections Board ABSTAIN 2
U-HAUL HOLDING CO. 2023-08-17 Elect Director Edward J. "Joe" Shoen Director Elections Board ABSTAIN 2
U-HAUL HOLDING CO. 2023-08-17 Elect Director James J. Grogan Director Elections Board ABSTAIN 2
U-HAUL HOLDING CO. 2023-08-17 Elect Director John P. Brogan Director Elections Board ABSTAIN 2
U-HAUL HOLDING CO. 2023-08-17 Elect Director Roberta R. Shank Director Elections Board ABSTAIN 2
U-HAUL HOLDING CO. 2023-08-17 Elect Director Samuel J. Shoen Director Elections Board ABSTAIN 2
UBIQUITI INC. 2023-12-07 Election of a Director: Robert J. Pera Director Elections Board ABSTAIN 2
UIPATH INC. 2024-06-20 Elect Director Daniel D. Springer Director Elections Board ABSTAIN 2
UIPATH INC. 2024-06-20 Elect Director Daniel Dines Director Elections Board ABSTAIN 2
UIPATH INC. 2024-06-20 Elect Director Laela Sturdy Director Elections Board ABSTAIN 2
UIPATH INC. 2024-06-20 Elect Director Philippe Botteri Director Elections Board ABSTAIN 2
UIPATH INC. 2024-06-20 Elect Director Robert Enslin *Withdrawn Resolution* Director Elections Board ABSTAIN 2
UNICREDIT SPA 2024-04-12 Slate 2 Submitted by Institutional Investors (Assogestioni) Director Elections Board AGAINST 2
UPM-KYMMENE OYJ 2024-04-04 Approve Remuneration Report Compensation Board AGAINST 2
VAT GROUP AG 2024-05-14 Reappoint Libo Zhang as Member of the Nomination and Compensation Committee Director Elections Board AGAINST 2
VERTEX PHARMACEUTICALS INC. 2024-05-15 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 2
VERTIV HOLDINGS CO. 2024-06-19 Elect Director Joseph van Dokkum Director Elections Board ABSTAIN 2
VIATRIS INC. 2023-12-15 Elect Director Mark W. Parrish Director Elections Board AGAINST 2
VIBRA ENERGIA SA 2024-04-18 Percentage of Votes to Be Assigned - Elect Fabio Schvartsman as Independent Director Director Elections Board ABSTAIN 2
VISA INC. 2024-01-23 Submit Severance Agreement (Change-in-Control) to Shareholder Vote Compensation Board AGAINST 2
VMWARE INC. 2023-07-13 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 2
VMWARE INC. 2023-07-13 Elect Director Egon Durban Director Elections Board AGAINST 2
WAL-MART DE MEXICO SAB DE CV 2024-04-30 Approve Report Re: Employee Stock Purchase Plan; Approve New Employee Stock Purchase Plan Compensation Board AGAINST 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Elect Director Bryan C. Hanson Director Elections Board AGAINST 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Elect Director Ginger L. Graham Director Elections Board AGAINST 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Elect Director John A. Lederer Director Elections Board AGAINST 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Elect Director Nancy M. Schlichting Director Elections Board AGAINST 2
WALGREENS BOOTS ALLIANCE INC. 2024-01-25 Elect Director Valerie B. Jarrett Director Elections Board AGAINST 2
WARNER BROS. DISCOVERY INC. 2024-06-03 Elect Director Kenneth W. Lowe Director Elections Board ABSTAIN 2
WARNER BROS. DISCOVERY INC. 2024-06-03 Elect Director Paul A. Gould Director Elections Board ABSTAIN 2
WARNER BROS. DISCOVERY INC. 2024-06-03 Elect Director Richard W. Fisher Director Elections Board ABSTAIN 2
WATSCO INC. 2024-06-03 Approval of the advisory resolution regarding the compensation of our named executive officers. Say-on-Pay Board AGAINST 2
WATSCO INC. 2024-06-03 To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2027 or until his successor is duly elected and qualified: Barry S. Logan: Director Elections Board AGAINST 2
WESTLAKE CORP. 2024-05-09 Elect Director James Y. Chao Director Elections Board ABSTAIN 2
WESTLAKE CORP. 2024-05-09 Elect Director John T. Chao Director Elections Board ABSTAIN 2
WINGSTOP INC. 2024-05-23 Elect three Class III directors nominated by the Board of Directors for a term that expires at the 2027 Annual Meeting of Stockholders: Kate S. Lavelle Director Elections Board ABSTAIN 2
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 2
YANKUANG ENERGY GROUP COMPANY LTD. 2024-06-21 Approve General Mandate Authorizing the Board to Issue Additional Shares Capital Structure Board AGAINST 2
YANKUANG ENERGY GROUP COMPANY LTD. 2024-06-21 Approve Profit Distribution Plan Capital Structure Board AGAINST 2
YANKUANG ENERGY GROUP COMPANY LTD. 2024-06-21 Approve Provision of Financial Guarantee(s) to the Company's Subsidiaries and Grant Authorization to Yancoal Australia Limited and Its Subsidiaries to Provide Guarantee(s) in Relation to Daily Operations to the Subsidiaries of the Company in Australia Capital Structure Board AGAINST 2
YAPI VE KREDI BANKASI AS 2024-03-29 Approve Director Remuneration Compensation Board AGAINST 2
YAPI VE KREDI BANKASI AS 2024-03-29 Elect Directors Director Elections Board AGAINST 2
YAPI VE KREDI BANKASI AS 2024-03-29 Receive Information on Share Repurchase Program Capital Structure Board ABSTAIN 2
ZHEJIANG EXPRESSWAY CO. LTD. 2024-05-08 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for H Shares and Related Transactions Capital Structure Board AGAINST 2
ZOOM VIDEO COMMUNICATIONS INC. 2024-06-13 Elect Director Cindy Hoots Director Elections Board ABSTAIN 2
ZOOM VIDEO COMMUNICATIONS INC. 2024-06-13 Elect Director Dan Scheinman Director Elections Board ABSTAIN 2
ZOOM VIDEO COMMUNICATIONS INC. 2024-06-13 Elect Director Jonathan Chadwick Director Elections Board ABSTAIN 2
ZSCALER INC. 2024-01-05 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 2
ZSCALER INC. 2024-01-05 Elect Director Jagtar (Jay) Chaudhry Director Elections Board ABSTAIN 2
3M CO. 2024-05-14 Adopt Share Retention Policy For Senior Executives Compensation Board AGAINST 1
3M CO. 2024-05-14 Adopt Share Retention Policy For Senior Executives Compensation Board ABSTAIN 1
3M CO. 2024-05-14 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board AGAINST 1
3M CO. 2024-05-14 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Amy E. Hood Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Anne H. Chow Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Audrey Choi Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director David B. Dillon Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Gregory R. Page Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director James R. Fitterling Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Michael F. Roman Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Pedro J. Pizarro Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Suzan Kereere Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Thomas "Tony" K. Brown Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director Thomas W. Sweet Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Elect Director William M. Brown Director Elections Board ABSTAIN 1
3M CO. 2024-05-14 Ratify PricewaterhouseCoopers LLP as Auditors Audit-related Board ABSTAIN 1
A. O. SMITH CORP. 2024-04-09 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
A. O. SMITH CORP. 2024-04-09 Ratify Ernst & Young LLP as Auditors Audit-related Board ABSTAIN 1
ABBOTT LABORATORIES 2024-04-26 Advisory Vote to Ratify Named Executive Officers' Compensation Say-on-Pay Board ABSTAIN 1
ABBOTT LABORATORIES 2024-04-26 Elect Director Claire Babineaux-Fontenot Director Elections Board ABSTAIN 1
ABBOTT LABORATORIES 2024-04-26 Elect Director Daniel J. Starks Director Elections Board ABSTAIN 1
ABBOTT LABORATORIES 2024-04-26 Elect Director Darren W. McDew Director Elections Board ABSTAIN 1
ABBOTT LABORATORIES 2024-04-26 Elect Director John G. Stratton Director Elections Board ABSTAIN 1

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