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Ultimus Managers Trust 2025-2026: 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

14 proposals. Every shareholder proposal Ultimus Managers Trust backed in 2025-2026 is listed here.

Ultimus Managers Trust, 2025-2026 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. 2026-06-05 Shareholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 4
THE GOLDMAN SACHS GROUP, INC. 2026-04-29 Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues Shareholder FOR 2
ARCBEST CORPORATION 2026-04-24 A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2026-05-02 Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Diversity, Equity, and Inclusion Shareholder FOR 1
BJ'S WHOLESALE CLUB HOLDINGS, INC. 2026-06-18 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 1
GILEAD SCIENCES, INC. 2026-04-30 To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on patient access, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
HCA HEALTHCARE, INC. 2026-04-23 Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS, INC. 2026-05-27 A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2026-05-27 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder FOR 1
META PLATFORMS, INC. 2026-05-27 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Diversity, Equity, and Inclusion Shareholder FOR 1
MONDELEZ INTERNATIONAL, INC. 2026-05-20 Shareholder proposal requesting a report on objective evaluation of plastics packaging policies Environment or Climate Shareholder FOR 1
NVIDIA CORPORATION 2026-06-24 Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Human Rights or Human Capital/workforce Shareholder FOR 1
O'REILLY AUTOMOTIVE, INC. 2026-05-14 Shareholder proposal entitled ""Avoid Brand Damage due to Corporate Political Spending."" Other Social Issues Shareholder FOR 1
TYSON FOODS, INC. 2026-02-05 Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Other Social Issues Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.