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Symmetry Panoramic Trust 2024-2025: 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

143 proposals. Every shareholder proposal Symmetry Panoramic Trust backed in 2024-2025 is listed here.

Symmetry Panoramic Trust, 2024-2025 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
Oracle Corporation 2024-11-14 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder FOR 1
Otis Worldwide Corporation 2025-05-15 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
Palo Alto Networks, Inc. 2024-12-10 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder FOR 1
PayPal Holdings, Inc. 2025-06-05 Stockholder Proposal - Report on Charitable Giving. Environment or Climate Shareholder FOR 1
PepsiCo, Inc. 2025-05-07 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder FOR 1
PepsiCo, Inc. 2025-05-07 Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate Shareholder FOR 1
PepsiCo, Inc. 2025-05-07 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder FOR 1
PepsiCo, Inc. 2025-05-07 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder FOR 1
QUALCOMM Incorporated 2025-03-18 Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate Shareholder FOR 1
Skyworks Solutions, Inc. 2025-05-14 To approve a stockholder proposal regarding disclosure of Scope_x000D_ 3 greenhouse gas emissions. Environment or Climate Shareholder FOR 1
Starbucks Corporation 2025-03-12 Shareholder proposal requesting a report on human rights risks related to labor organizing Environment or Climate Shareholder FOR 1
Starbucks Corporation 2025-03-12 Shareholder proposal requesting an annual emissions congruency report Environment or Climate Shareholder FOR 1
Starbucks Corporation 2025-03-12 Shareholder proposal requesting an annual report on discrimination risks related to charitable giving Environment or Climate Shareholder FOR 1
Starbucks Corporation 2025-03-12 Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan Other Social Issues Shareholder FOR 1
State Street Corporation 2025-05-14 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate Shareholder FOR 1
Stryker Corporation 2025-05-08 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder FOR 1
Sysco Corporation 2024-11-15 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues Shareholder FOR 1
Teradyne, Inc. 2025-05-09 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder FOR 1
The Goldman Sachs Group, Inc. 2025-04-23 Shareholder Proposal Regarding DEI Goals in Executive Pay Incentives Environment or Climate Shareholder FOR 1
The Goldman Sachs Group, Inc. 2025-04-23 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate Shareholder FOR 1
The Goldman Sachs Group, Inc. 2025-04-23 Shareholder Proposal Regarding Racial Discrimination Audit Environment or Climate Shareholder FOR 1
The Home Depot, Inc. 2025-05-22 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder FOR 1
The Home Depot, Inc. 2025-05-22 Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate Shareholder FOR 1
The Kraft Heinz Company 2025-05-08 Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate Shareholder FOR 1
The Kraft Heinz Company 2025-05-08 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder FOR 1
The Procter & Gamble Company 2024-10-08 Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion Shareholder FOR 1
The Southern Company 2025-05-21 Stockholder proposal regarding a report on respecting workforce civil liberties Environment or Climate Shareholder FOR 1
The Southern Company 2025-05-21 Stockholder proposal regarding conducting a net zero audit Environment or Climate Shareholder FOR 1
The Walt Disney Company 2025-03-20 Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder FOR 1
The Walt Disney Company 2025-03-20 Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. Environment or Climate Shareholder FOR 1
Tyler Technologies, Inc. 2025-05-06 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder FOR 1
U.S. Bancorp 2025-04-15 A shareholder proposal regarding a report on board oversight of risks relating to discrimination. Environment or Climate Shareholder FOR 1
Visa Inc. 2025-01-28 Shareholder proposal on gender-based compensation gaps and associated risks. Environment or Climate Shareholder FOR 1
Visa Inc. 2025-01-28 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder FOR 1
Visa Inc. 2025-01-28 Shareholder proposal requesting a report on policy on merchant category codes. Other Social Issues Shareholder FOR 1
Wells Fargo & Company 2025-04-29 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 1
Wells Fargo & Company 2025-04-29 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 1
Wells Fargo & Company 2025-04-29 Shareholder Proposal - Energy Supply Ratio. Environment or Climate Shareholder FOR 1
Wells Fargo & Company 2025-04-29 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder FOR 1
Yum! Brands, Inc. 2025-05-15 Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate Shareholder FOR 1
Yum! Brands, Inc. 2025-05-15 Shareholder Proposal Regarding Report on Faith-Based Employee Resource Groups. Environment or Climate Shareholder FOR 1
Yum! Brands, Inc. 2025-05-15 Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce Shareholder FOR 1
lululemon athletica inc. 2025-06-11 Shareholder proposal requesting an annual report on discrimination risks related to charitable partnerships (if properly presented at the meeting). Environment or Climate Shareholder FOR 1

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