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Ultimus Managers Trust 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Ultimus Managers 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

540 proposals.

Ultimus Managers 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 fromUltimus Managers Trust votedFunds
ALPHABET INC. 2025-06-06 Election of Director: John L. Hennessy Director Elections Board AGAINST 5
ALPHABET INC. 2025-06-06 Election of Director: L. John Doerr Director Elections Board AGAINST 5
ALPHABET INC. 2025-06-06 Election of Director: Larry Page Director Elections Board AGAINST 5
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 5
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 5
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 5
APPLE INC. 2025-02-25 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder FOR 5
LITTELFUSE, INC. 2025-04-24 Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 5
ABBOTT LABORATORIES 2025-04-25 Election of Director: N. McKinstry Director Elections Board AGAINST 4
CHEVRON CORPORATION 2025-05-28 Election of Director: Jon M. Huntsman Jr. Director Elections Board AGAINST 4
FEDEX CORPORATION 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 4
HUBBELL INCORPORATED 2025-05-06 Election of Director: 6. Neal J. Keating Director Elections Board ABSTAIN 4
KRATOS DEFENSE & SEC SOLUTIONS, INC. 2025-05-14 Election of Director: 7. Deanna Lund Director Elections Board ABSTAIN 4
KRATOS DEFENSE & SEC SOLUTIONS, INC. 2025-05-14 Election of Director: 8. Amy Zegart Director Elections Board ABSTAIN 4
MICROSOFT CORPORATION 2024-12-10 Election of Director: Hugh F. Johnston Director Elections Board AGAINST 4
NVIDIA CORPORATION 2025-06-25 Approval of a stockholder proposal to modify existing reporting on workforce data. Human Rights or Human Capital/workforce Shareholder FOR 4
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder FOR 4
POTLATCHDELTIC CORPORATION 2025-05-05 Election of Director: Anne L. Alonzo Director Elections Board AGAINST 4
VERRA MOBILITY CORPORATION 2025-05-20 Election of Director: 1. Douglas Davis Director Elections Board ABSTAIN 4
WELLS FARGO & COMPANY 2025-04-29 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder FOR 4
AAR CORP. 2024-09-17 Election of Director: Michael R. Boyce Director Elections Board AGAINST 3
ANTERO MIDSTREAM CORPORATION 2025-06-04 Election of Director: 3. David H. Keyte Director Elections Board ABSTAIN 3
ANTERO MIDSTREAM CORPORATION 2025-06-04 To approve, on an advisory basis, the compensation of Antero Midstream Corporation's named executive officers. Say-on-Pay Board AGAINST 3
ARIS WATER SOLUTIONS, INC. 2025-05-21 Election of Director: 3. W. Howard Keenan, Jr. Director Elections Board ABSTAIN 3
BJ'S WHOLESALE CLUB HOLDINGS, INC. 2025-06-19 Election of Director: 1. Darryl Brown Director Elections Board ABSTAIN 3
BJ'S WHOLESALE CLUB HOLDINGS, INC. 2025-06-19 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate Shareholder FOR 3
CACI INTERNATIONAL INC 2024-10-17 Election of Director: Michael A. Daniels Director Elections Board AGAINST 3
CACI INTERNATIONAL INC 2024-10-17 Election of Director: Ryan D. McCarthy Director Elections Board AGAINST 3
CHORD ENERGY CORPORATION 2025-04-30 Election of Director to serve until the 2026 Annual Meeting: Marguerite Woung-Chapman Director Elections Board AGAINST 3
CROWN HOLDINGS, INC. 2025-05-01 Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 3
ENLINK MIDSTREAM, LLC 2025-01-30 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to EnLink's named executive officers that is based on or otherwise relates to the Mergers. Say-on-Pay Board AGAINST 3
GENERAL DYNAMICS CORPORATION 2025-05-07 Election of Director: Cecil D. Haney Director Elections Board AGAINST 3
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 3
HESS CORPORATION 2025-05-14 Election of Director to serve for a one-year term expiring in 2026: K.F. OVELMEN Director Elections Board AGAINST 3
INTERNATIONAL BUSINESS MACHINES CORP. 2025-04-29 Election of Director for a Term of One Year: Andrew N. Liveris Director Elections Board AGAINST 3
INTERNATIONAL BUSINESS MACHINES CORP. 2025-04-29 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder FOR 3
JOHNSON & JOHNSON 2025-04-24 Shareholder opportunity to vote on excessive golden parachutes Compensation Board AGAINST 3
KINDER MORGAN, INC. 2025-05-15 Election of Director for a one-year term expiring in 2026: Ted A. Gardner Director Elections Board AGAINST 3
MARVELL TECHNOLOGY, INC. 2025-06-13 An advisory (non-binding) vote to approve compensation of our named executive officers. Say-on-Pay Board AGAINST 3
MERCURY SYSTEMS, INC. 2024-10-23 To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 3
NEXTDECADE CORPORATION 2025-06-04 Election of Class A Director previously elected by the Board, to serve the remainder of his term as a Class A director ending in 2027 or until his successor is duly elected and qualified or until the earlier of his death, resignation or removal: Arnaud Lenail- Chouteau Director Elections Board AGAINST 3
NVIDIA CORPORATION 2025-06-25 Election of Director: Aarti Shah Director Elections Board AGAINST 3
O'REILLY AUTOMOTIVE, INC. 2025-05-15 Election of Director: Dana M. Perlman Director Elections Board AGAINST 3
SALESFORCE, INC. 2025-06-05 Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers. Say-on-Pay Board AGAINST 3
SALESFORCE, INC. 2025-06-05 Election of Director: Oscar Munoz Director Elections Board AGAINST 3
SALESFORCE, INC. 2025-06-05 Election of Director: Robin Washington Director Elections Board AGAINST 3
SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) 2025-04-02 Election of Director: Miguel Galuccio Director Elections Board AGAINST 3
THE GOLDMAN SACHS GROUP, INC. 2025-04-23 Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay Board AGAINST 3
UNITEDHEALTH GROUP INCORPORATED 2025-06-02 Election of Director: Andrew Witty Director Elections Board ABSTAIN 3
UNITEDHEALTH GROUP INCORPORATED 2025-06-02 Election of Director: John Noseworthy, M.D. Director Elections Board AGAINST 3
UNITEDHEALTH GROUP INCORPORATED 2025-06-02 Election of Director: Timothy Flynn Director Elections Board AGAINST 3
ACCENTURE PLC 2025-02-06 Appointment of Director: Nancy McKinstry Director Elections Board AGAINST 2
AMDOCS LIMITED 2025-01-31 Election of Director: Robert A. Minicucci Director Elections Board AGAINST 2
APA CORPORATION 2025-05-22 Advisory Vote to Approve Compensation of APA's Named Executive Officers Say-on-Pay Board AGAINST 2
ARTHUR J. GALLAGHER & CO. 2025-05-13 Election of Director: Chris Miskel Director Elections Board AGAINST 2
BAKER HUGHES COMPANY 2025-05-20 Election of Director: Ilham Kadri Director Elections Board ABSTAIN 2
BANK OF AMERICA CORPORATION 2025-04-22 Election of Director: Maria T. Zuber Director Elections Board AGAINST 2
BECTON, DICKINSON AND COMPANY 2025-01-28 Election of Director: Jeffrey W. Henderson Director Elections Board AGAINST 2
BECTON, DICKINSON AND COMPANY 2025-01-28 Election of Director: R. Andrew Eckert Director Elections Board AGAINST 2
BLUE OWL CAPITAL INC. 2025-06-09 Election of Director: Dana Weeks Director Elections Board AGAINST 2
CISCO SYSTEMS, INC. 2024-12-09 Approval, on an advisory basis, of executive compensation. Say-on-Pay Board AGAINST 2
COGENT COMMUNICATIONS HOLDINGS, INC. 2025-05-07 Non-Binding Advisory Vote to approve Named Executive Officer Compensation. Say-on-Pay Board AGAINST 2
CONSTELLIUM SE 2025-05-15 Delegation of competence to the Board of Directors to increase the number of shares issued in case of a capital increase, without preferential subscription rights, by way of a public offering other than within the meaning of article L. 411-2 1° of the French Monetary and Financial Code, in accordance with article L. 225- 135-1 of the French Commercial Code, by up to 15%, for a 26 month-period. Capital Structure Board AGAINST 2
COTERRA ENERGY INC. 2025-04-30 Election of Director: Amanda M. Brock Director Elections Board AGAINST 2
COTERRA ENERGY INC. 2025-04-30 Election of Director: Frances M. Vallejo Director Elections Board AGAINST 2
COTERRA ENERGY INC. 2025-04-30 Election of Director: Marcus A. Watts Director Elections Board AGAINST 2
EAGLE MATERIALS INC. 2024-08-01 Election of Director: Rick Beckwitt Director Elections Board AGAINST 2
ESSEX PROPERTY TRUST, INC. 2025-05-13 Election of Director: Keith R. Guericke Director Elections Board AGAINST 2
MICROCHIP TECHNOLOGY INCORPORATED 2024-08-20 Election of Director: Karen M. Rapp Director Elections Board AGAINST 2
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 2
NORTHERN OIL AND GAS, INC. 2025-05-22 Election of Director: 8. Jennifer Pomerantz Director Elections Board ABSTAIN 2
OCCIDENTAL PETROLEUM CORPORATION 2025-05-02 Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay Board AGAINST 2
PEGASYSTEMS INC. 2025-06-17 Election of Director for a term of one year: Larry Weber Director Elections Board AGAINST 2
PEGASYSTEMS INC. 2025-06-17 To approve the amended and restated Pegasystems Inc. 2004 Long-Term Incentive Plan. Compensation Board AGAINST 2
PERMIAN RESOURCES CORPORATION 2025-05-21 Election of Director: Aron Marquez Director Elections Board AGAINST 2
PERMIAN RESOURCES CORPORATION 2025-05-21 Election of Director: Robert J. Anderson Director Elections Board AGAINST 2
PERMIAN RESOURCES CORPORATION 2025-05-21 Election of Director: Steven D. Gray Director Elections Board AGAINST 2
PHILLIPS 66 2025-05-21 COMPANY NOMINEE OPPOSED BY ELLIOTT: Howard I. Ungerleider Director Elections Board ABSTAIN 2
PHILLIPS 66 2025-05-21 COMPANY NOMINEE OPPOSED BY ELLIOTT: John E. Lowe Director Elections Board ABSTAIN 2
PHILLIPS 66 2025-05-21 COMPANY NOMINEE OPPOSED BY ELLIOTT: Robert W. Pease Director Elections Board ABSTAIN 2
PHILLIPS 66 2025-05-21 ELLIOTT NOMINEE: Stacy D. Nieuwoudt Director Elections Board ABSTAIN 2
ROBINHOOD MARKETS, INC. 2025-06-25 Election of Director: Jonathan Rubinstein Director Elections Board AGAINST 2
TEXAS ROADHOUSE,INC. 2025-05-15 An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Human Rights or Human Capital/workforce Shareholder FOR 2
THE COOPER COMPANIES, INC. 2025-04-02 Election of Director: Cynthia L. Lucchese Director Elections Board AGAINST 2
THE TIMKEN COMPANY 2025-05-02 Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay Board AGAINST 2
THE TIMKEN COMPANY 2025-05-02 Election of Director: 7. Tarak B. Mehta Director Elections Board ABSTAIN 2
URBAN EDGE PROPERTIES 2025-05-07 The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay Board AGAINST 2
ADVANCED MICRO DEVICES, INC. 2025-05-14 Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. Say-on-Pay Board AGAINST 1
ADVANCED MICRO DEVICES, INC. 2025-05-14 Election of Director: Abhi Y. Talwalkar Director Elections Board AGAINST 1
ADVANCED MICRO DEVICES, INC. 2025-05-14 Election of Director: Joseph A. Householder Director Elections Board AGAINST 1
ADVANCED MICRO DEVICES, INC. 2025-05-14 Election of Director: Michael P. Gregoire Director Elections Board AGAINST 1
ADVANCED MICRO DEVICES, INC. 2025-05-14 Ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm for the current fiscal year. Audit-related Board AGAINST 1
AECOM 2025-02-28 Advisory vote to approve the Company's executive compensation. Say-on-Pay Board AGAINST 1
AECOM 2025-02-28 Election of Director: Bradley W. Buss Director Elections Board AGAINST 1
AECOM 2025-02-28 Election of Director: Daniel R. Tishman Director Elections Board AGAINST 1
AECOM 2025-02-28 Election of Director: Derek J. Kerr Director Elections Board AGAINST 1
AECOM 2025-02-28 Election of Director: Douglas W. Stotlar Director Elections Board AGAINST 1
AECOM 2025-02-28 Election of Director: Sander van 't Noordende Director Elections Board AGAINST 1
AECOM 2025-02-28 Ratify the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for Fiscal Year 2025. Audit-related Board AGAINST 1
AMALGAMATED FINANCIAL CORPORATION 2025-05-21 To ratify the appointment of Crowe LLP as our independent registered public accounting firm for 2025. Audit-related Board AGAINST 1

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