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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

26 proposals. Every shareholder proposal Ultimus Managers Trust backed in 2024-2025 is listed here.

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 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
FEDEX CORPORATION 2024-09-23 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder FOR 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
WELLS FARGO & COMPANY 2025-04-29 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder FOR 4
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
CROWN HOLDINGS, INC. 2025-05-01 Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder FOR 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
INTERNATIONAL BUSINESS MACHINES CORP. 2025-04-29 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder FOR 3
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
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
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 WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 1
CASEY'S GENERAL STORES, INC. 2024-08-28 Shareholder proposal regarding greenhouse gas emissions reporting. More Details 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
HCA HEALTHCARE, INC. 2025-04-24 Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. Human Rights or Human Capital/workforce Shareholder FOR 1
L3HARRIS TECHNOLOGIES, INC. 2025-04-18 Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on AI data usage oversight. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2025-05-28 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. 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

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