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UNIFIED SERIES TRUST 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal UNIFIED SERIES 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

54 proposals. Every shareholder proposal UNIFIED SERIES TRUST backed in 2024-2025 is listed here.

UNIFIED SERIES 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 fromUNIFIED SERIES TRUST votedFunds
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a report on AI 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 charitable partnerships 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 GenAI Other Social Issues Shareholder FOR 1
ALPHABET INC. 2025-06-06 Stockholder proposal regarding a request to cease CEI participation Other Social Issues Shareholder FOR 1
AMAZON.COM, INC. 2025-05-21 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS Other Social Issues 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 AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder FOR 1
BANK OF AMERICA CORPORATION 2025-04-22 Shareholder proposal requesting report on board oversight of risks related to animal welfare 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. Other Social Issues 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 publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities. Environment or Climate Shareholder FOR 1
BRISTOL-MYERS SQUIBB COMPANY 2025-05-06 Shareholder Proposal on Corporate Financial Sustainability Other Social Issues Shareholder FOR 1
BRISTOL-MYERS SQUIBB COMPANY 2025-05-06 Shareholder Proposal on a Request to Cease DEI Efforts Other Social Issues Shareholder FOR 1
CATERPILLAR INC. 2025-06-11 Shareholder Proposal - Report on Employee Charitable Giving Match Other Social Issues Shareholder FOR 1
CATERPILLAR INC. 2025-06-11 Shareholder Proposal - Request to Cease DEI Efforts Other Social Issues Shareholder FOR 1
CHARTER COMMUNICATIONS, INC. 2025-04-22 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 1
CINTAS CORPORATION 2024-10-29 A shareholder proposal regarding disclosure of key diversity and inclusion metrics, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
CINTAS CORPORATION 2024-10-29 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder FOR 1
COSTCO WHOLESALE CORPORATION 2025-01-23 Shareholder proposal requesting report on the risks of maintaining DEI efforts. Other Social Issues Shareholder FOR 1
DEERE & COMPANY 2025-02-26 Shareholder proposal on a report on charitable giving Other Social Issues Shareholder FOR 1
DEERE & COMPANY 2025-02-26 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Human Rights or Human Capital/workforce Shareholder FOR 1
DEERE & COMPANY 2025-02-26 Shareholder proposal on a report on racial and gender hiring statistics Other Social Issues 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. 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
GENERAL DYNAMICS CORPORATION 2025-05-07 Shareholder Proposal - Human Rights Impact Assessment Human Rights or Human Capital/workforce 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. Other Social Issues 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
INTERNATIONAL BUSINESS MACHINES CORP. 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 Other Social Issues Shareholder FOR 1
LYFT, INC. 2025-06-05 Stockholder proposal regarding an assessment of Lyft's use of artificial intelligence, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
MASTERCARD INCORPORATED 2025-06-24 Consideration of a stockholder proposal requesting a report on affirmative action risks Other Social Issues Shareholder FOR 1
MERCK & CO., INC. 2025-05-27 Shareholder proposal regarding a report on civil liberties in advertising services. Other Social Issues Shareholder FOR 1
MERCK & CO., INC. 2025-05-27 Shareholder proposal to revisit DEI goals in executive pay incentives. Other Social Issues Shareholder FOR 1
NATIONAL BEVERAGE CORP. 2024-10-04 Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
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
PEPSICO, INC. 2025-05-07 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder FOR 1
THE CHEMOURS COMPANY 2025-04-22 Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations. 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 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. Other Social Issues Shareholder FOR 1
VISA INC. 2025-01-28 Shareholder proposal on gender-based compensation gaps and associated risks. Other Social Issues 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
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. Other Social Issues 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

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