Home › Asset managers › Symmetry Panoramic Trust › 2024-2025 › Against 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
143 proposals. Every shareholder proposal Symmetry Panoramic Trust backed in 2024-2025 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Symmetry Panoramic Trust voted | Funds |
|---|---|---|---|---|---|---|
| AutoNation, Inc. | 2025-04-23 | Adoption of stockholder proposal regarding political contributions. | Other Social Issues | Shareholder | FOR | 2 |
| Cadence Design Systems, Inc. | 2025-05-08 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | FOR | 2 |
| Casey's General Stores, Inc. | 2024-08-28 | Shareholder proposal regarding greenhouse gas emissions reporting. | Environment or Climate | Shareholder | FOR | 2 |
| Cintas Corporation | 2024-10-29 | A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| Cintas Corporation | 2024-10-29 | A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 2 |
| Cintas Corporation | 2024-10-29 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. | Other Social Issues | Shareholder | FOR | 2 |
| Meta Platforms, Inc. | 2025-05-28 | A shareholder proposal regarding report on Al data usage oversight. | Other Social Issues | Shareholder | FOR | 2 |
| Meta Platforms, Inc. | 2025-05-28 | A shareholder proposal regarding report on data collection and advertising practices. | Other Social Issues | Shareholder | FOR | 2 |
| Meta Platforms, Inc. | 2025-05-28 | A shareholder proposal regarding report on hate targeting marginalized communities. | Other Social Issues | Shareholder | FOR | 2 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a report on Al data usage oversight | Other Social Issues | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies | Other Social Issues | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a report on online safety for children | Other Social Issues | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a report on risks of discrimination in GenAl | Environment or Climate | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding a request to cease CEI participation | Environment or Climate | Shareholder | FOR | 1 |
| Alphabet Inc. | 2025-06-06 | Stockholder proposal regarding an enhanced disclosure on climate goals | Environment or Climate | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS | Environment or Climate | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS | Other Social Issues | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS | Environment or Climate | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS | Environment or Climate | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING | Environment or Climate | Shareholder | FOR | 1 |
| Amazon.com, Inc. | 2025-05-21 | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Ameren Corporation | 2025-05-08 | SHAREHOLDER PROPOSAL - EVALUATION BY A THIRD-PARTY OF SHORT- AND MEDIUM-TERM GREENHOUSE GAS EMISSIONS REDUCTION TARGETS. | Environment or Climate | Shareholder | FOR | 1 |
| American Express Company | 2025-04-29 | Shareholder proposal relating to DEI goals in executive pay incentives. | Environment or Climate | Shareholder | FOR | 1 |
| American Express Company | 2025-04-29 | Shareholder proposal relating to civil liberties in advertising services. | Environment or Climate | Shareholder | FOR | 1 |
| Apple Inc. | 2025-02-25 | A shareholder proposal entitled "Report on Charitable Giving" | Environment or Climate | Shareholder | FOR | 1 |
| Apple Inc. | 2025-02-25 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" | Other Social Issues | Shareholder | FOR | 1 |
| Apple Inc. | 2025-02-25 | A shareholder proposal entitled "Request to Cease DEI Efforts" | Environment or Climate | Shareholder | FOR | 1 |
| Bank of America Corporation | 2025-04-22 | Shareholder proposal requesting disclosure of energy financing ratio | Environment or Climate | Shareholder | FOR | 1 |
| Berkshire Hathaway Inc. | 2025-05-03 | Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit. | Environment or Climate | Shareholder | FOR | 1 |
| Berkshire Hathaway Inc. | 2025-05-03 | Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. | Environment or Climate | Shareholder | FOR | 1 |
| Berkshire Hathaway Inc. | 2025-05-03 | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Berkshire Hathaway Inc. | 2025-05-03 | Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report. | Environment or Climate | Shareholder | FOR | 1 |
| Berkshire Hathaway Inc. | 2025-05-03 | Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities. | Environment or Climate | Shareholder | FOR | 1 |
| BlackRock, Inc. | 2025-05-15 | Shareholder Proposal - Report on Risk of Stakeholder Capitalism. | Environment or Climate | Shareholder | FOR | 1 |
| Bristol-Myers Squibb Company | 2025-05-06 | Shareholder Proposal on Corporate Financial Sustainability | Environment or Climate | Shareholder | FOR | 1 |
| Bristol-Myers Squibb Company | 2025-05-06 | Shareholder Proposal on a Request to Cease DEI Efforts | Environment or Climate | Shareholder | FOR | 1 |
| Campbell Soup Company | 2024-11-19 | To vote on a shareholder proposal regarding a diversity audit. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Caterpillar, Inc. | 2025-06-11 | Shareholder Proposal - Civil Rights Audit | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Caterpillar, Inc. | 2025-06-11 | Shareholder Proposal - Report on Employee Charitable Giving Match | Environment or Climate | Shareholder | FOR | 1 |
| Caterpillar, Inc. | 2025-06-11 | Shareholder Proposal - Request to Cease DEI Efforts | Environment or Climate | Shareholder | FOR | 1 |
| Cboe Global Markets, Inc. | 2025-05-06 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | FOR | 1 |
| Centene Corporation | 2025-05-13 | STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS. | Environment or Climate | Shareholder | FOR | 1 |
| Centene Corporation | 2025-05-13 | STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. | Environment or Climate | Shareholder | FOR | 1 |
| Charter Communications, Inc. | 2025-04-22 | Stockholder proposal regarding political expenditures report. | Other Social Issues | Shareholder | FOR | 1 |
| Citigroup Inc. | 2025-04-29 | Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. | Other Social Issues | Shareholder | FOR | 1 |
| Citigroup Inc. | 2025-04-29 | Stockholder proposal requesting a report on financial statement assumptions and climate change. | Environment or Climate | Shareholder | FOR | 1 |
| Citigroup Inc. | 2025-04-29 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Colgate-Palmolive Company | 2025-05-09 | Stockholder proposal entitled "Revisit plastic packaging policies." | Environment or Climate | Shareholder | FOR | 1 |
| Constellation Brands, Inc. | 2024-07-17 | Stockholder proposal on circular packaging. | Environment or Climate | Shareholder | FOR | 1 |
| Constellation Brands, Inc. | 2024-07-17 | Stockholder proposal on greenhouse gas emissions. | Environment or Climate | Shareholder | FOR | 1 |
| Constellation Brands, Inc. | 2024-07-17 | Stockholder proposal on managing supply chain water risk. | Environment or Climate | Shareholder | FOR | 1 |
| Costco Wholesale Corporation | 2025-01-23 | Shareholder proposal requesting report on the risks of maintaining DEI efforts | Environment or Climate | Shareholder | FOR | 1 |
| Darden Restaurants, Inc. | 2024-09-18 | To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 1 |
| Darden Restaurants, Inc. | 2024-09-18 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 1 |
| Deere & Company | 2025-02-26 | Shareholder proposal on a civil rights audit | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Deere & Company | 2025-02-26 | Shareholder proposal on a corporate financial sustainability report | Environment or Climate | Shareholder | FOR | 1 |
| Deere & Company | 2025-02-26 | Shareholder proposal on a report on charitable giving | Environment or Climate | Shareholder | FOR | 1 |
| Deere & Company | 2025-02-26 | Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Deere & Company | 2025-02-26 | Shareholder proposal on a report on racial and gender hiring statistics | Environment or Climate | Shareholder | FOR | 1 |
| Dollar General Corporation | 2025-05-29 | To vote on a shareholder proposal to adopt a comprehensive human rights policy. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Dollar General Corporation | 2025-05-29 | To vote on a shareholder proposal to publish a food waste transparency report. | Environment or Climate | Shareholder | FOR | 1 |
| Dollar General Corporation | 2025-05-29 | To vote on a shareholder proposal to publish a report on employee access to timely, quality healthcare. | Other Social Issues | Shareholder | FOR | 1 |
| Dominion Energy, Inc. | 2025-05-07 | Shareholder Proposal Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives | Environment or Climate | Shareholder | FOR | 1 |
| DraftKings Inc. | 2025-05-19 | To consider a shareholder proposal regarding board matrix disclosure. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Duke Energy Corporation | 2025-05-01 | Shareholder proposal regarding a net-zero audit | Environment or Climate | Shareholder | FOR | 1 |
| Elevance Health, Inc. | 2025-05-14 | Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| FedEx Corporation | 2024-09-23 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | FOR | 1 |
| FedEx Corporation | 2024-09-23 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. | Environment or Climate | Shareholder | FOR | 1 |
| Ford Motor Company | 2025-05-08 | A shareholder proposal relating to a Report on DEI Strategy. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Ford Motor Company | 2025-05-08 | A shareholder proposal relating to a Report on Supply Chain GHG Emissions and Net Zero Goals. | Environment or Climate | Shareholder | FOR | 1 |
| General Dynamics Corporation | 2025-05-07 | Shareholder Proposal - Human Rights Impact Assessment | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| General Mills, Inc. | 2024-09-24 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. | Environment or Climate | Shareholder | FOR | 1 |
| General Mills, Inc. | 2024-09-24 | Shareholder Proposal - Plastic Packaging. | Environment or Climate | Shareholder | FOR | 1 |
| General Motors Company | 2025-06-03 | Shareholder Proposal Regarding a Report on Supply Chain GHG Emissions Reduction Strategies | Environment or Climate | Shareholder | FOR | 1 |
| Genuine Parts Company | 2025-04-28 | Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Gilead Sciences, Inc. | 2025-05-07 | To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Gilead Sciences, Inc. | 2025-05-07 | To vote on a stockholder proposal requesting a report on the risks of the Company's DEI practices for contractors, if properly presented at the Annual Meeting. | Environment or Climate | Shareholder | FOR | 1 |
| Gilead Sciences, Inc. | 2025-05-07 | To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| Hewlett Packard Enterprise Company | 2025-04-02 | Stockholder proposal entitled: "Transparency in Lobbying" | Other Social Issues | Shareholder | FOR | 1 |
| IDEX Corporation | 2025-05-08 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Intel Corporation | 2025-05-06 | Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| Intel Corporation | 2025-05-06 | Stockholder proposal requesting a report on charitable giving, if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 1 |
| International Business Machines Corporation | 2025-04-29 | Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination | Environment or Climate | Shareholder | FOR | 1 |
| International Business Machines Corporation | 2025-04-29 | Stockholder Proposal to Support Transparency in Lobbying | Other Social Issues | Shareholder | FOR | 1 |
| Lockheed Martin Corporation | 2025-05-09 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy | Other Social Issues | Shareholder | FOR | 1 |
| Lockheed Martin Corporation | 2025-05-09 | Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination | Environment or Climate | Shareholder | FOR | 1 |
| Markel Group Inc. | 2025-05-21 | Shareholder proposal for a report on the Company's greenhouse gas emissions. | Environment or Climate | Shareholder | FOR | 1 |
| Merck & Co., Inc. | 2025-05-27 | Shareholder proposal regarding a report on civil liberties in advertising services. | Environment or Climate | Shareholder | FOR | 1 |
| Merck & Co., Inc. | 2025-05-27 | Shareholder proposal to revisit DEl goals in executive pay incentives. | Environment or Climate | Shareholder | FOR | 1 |
| Microchip Technology Incorporated | 2024-08-20 | 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 | 1 |
| Mondelez International, Inc. | 2025-05-21 | Shareholder Proposal: Report on Climate lobbying | Environment or Climate | Shareholder | FOR | 1 |
| Mondelez International, Inc. | 2025-05-21 | Shareholder Proposal: Report on recycled content claims | Environment or Climate | Shareholder | FOR | 1 |
| NIKE, Inc. | 2024-09-10 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 1 |
| NIKE, Inc. | 2024-09-10 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| NIKE, Inc. | 2024-09-10 | To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| NIKE, Inc. | 2024-09-10 | To consider a shareholder proposal regarding a Divisive Partnerships Congruency Report, if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 1 |
| NIKE, Inc. | 2024-09-10 | 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 | 1 |
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Built 2026-10-04 from SEC Form N-PX filings.