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UNIFIED SERIES TRUST 2025-2026: 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

38 proposals. Every shareholder proposal UNIFIED SERIES TRUST backed in 2025-2026 is listed here.

UNIFIED SERIES 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 fromUNIFIED SERIES TRUST votedFunds
ADOBE INC. 2026-04-15 Stockholder Proposal Regarding Report on Civil Liberties in Digital Services. Other Social Issues Shareholder FOR 1
AIRBNB INC 2026-06-05 To consider four advisory (non-binding) stockholder proposals, if properly presented at the Annual Meeting: Oversight of risks relating to digital services; Other Social Issues Shareholder FOR 1
ALPHABET INC. 2026-06-05 Shareholder proposal regarding AI Board oversight Other Social Issues Shareholder FOR 1
ALPHABET INC. 2026-06-05 Shareholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder FOR 1
ALPHABET INC. 2026-06-05 Shareholder proposal regarding a report on AI-generated misinformation Other Social Issues Shareholder FOR 1
ALPHABET INC. 2026-06-05 Shareholder proposal regarding a report on data privacy Other Social Issues Shareholder FOR 1
ALPHABET INC. 2026-06-05 Shareholder proposal regarding a report on water usage and AI development Environment or Climate Shareholder FOR 1
AMAZON.COM, INC. 2026-05-20 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON IMPACT OF CLIMATE COMMITMENTS Environment or Climate Shareholder FOR 1
AMAZON.COM, INC. 2026-05-20 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder FOR 1
AMERICAN EXPRESS COMPANY 2026-05-05 Shareholder proposal requesting a report on coverage of transgender healthcare treatments for minors. Other Social Issues 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. Human Rights or Human Capital/workforce Shareholder FOR 1
BOOKING HOLDINGS INC. 2026-06-02 Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements. Human Rights or Human Capital/workforce Shareholder FOR 1
CUMMINS INC. 2026-05-12 Shareholder proposal requesting a report on the Company's charitable support. Other Social Issues Shareholder FOR 1
DEERE & COMPANY 2026-02-25 Shareholder proposal on a report on faith-based business resource groups Other Social Issues Shareholder FOR 1
DEERE & COMPANY 2026-02-25 Shareholder proposal on a report on the return on investment of emission reduction goals Environment or Climate Shareholder FOR 1
ELI LILLY AND COMPANY 2026-05-04 Shareholder proposal to prepare an annual lobbying report. Other Social Issues Shareholder FOR 1
HEWLETT PACKARD ENTERPRISE COMPANY 2026-04-01 Stockholder proposal entitled: ''Report on Discrimination in Charitable Support'' Other Social Issues Shareholder FOR 1
INTEL CORPORATION 2026-05-13 Stockholder proposal requesting a report on Intel's human rights due diligence process. Human Rights or Human Capital/workforce Shareholder FOR 1
INTEL CORPORATION 2026-05-13 Stockholder proposal requesting a report on risk of China exposure. Human Rights or Human Capital/workforce Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2026-04-28 Stockholder Proposal Requesting a Report on Al Bias Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2026-04-28 Stockholder Proposal Requesting a Report on Discrimination in Charitable Support Other Social Issues Shareholder FOR 1
LEVI STRAUSS & CO 2026-04-22 Shareholder proposal, if properly presented at the meeting, requesting Bylaw Amendment related to Sustainability ROI Report by Audit Committee. Environment or Climate Shareholder FOR 1
MERCK & CO., INC. 2026-05-26 Shareholder proposal regarding a report on political contributions. Other Social Issues Shareholder FOR 1
NVIDIA CORPORATION 2026-06-24 Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Other Social Issues 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
OTIS WORLDWIDE CORPORATION 2026-05-27 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder FOR 1
PALANTIR TECHNOLOGIES INC. 2026-06-03 Stockholder proposal entitled ""Human Rights Impact Assessment,"" if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
PALANTIR TECHNOLOGIES INC. 2026-06-03 Stockholder proposal entitled ""Independent Report on Due Diligence Process,"" if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder FOR 1
PALANTIR TECHNOLOGIES INC. 2026-06-03 Stockholder proposal entitled ""Political Spending Disclosure,"" if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
PAYPAL HOLDINGS, INC. 2026-05-19 Stockholder Proposal - Policy on Provision of Services in Conflict Zones. Human Rights or Human Capital/workforce Shareholder FOR 1
PEPSICO, INC. 2026-05-06 Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. Other Social Issues Shareholder FOR 1
PEPSICO, INC. 2026-05-06 Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce Shareholder FOR 1
QUALCOMM INCORPORATED 2026-03-17 Stockholder proposal entitled "Report on Risk of China Exposure." Human Rights or Human Capital/workforce Shareholder FOR 1
THE HOME DEPOT, INC. 2026-05-21 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder FOR 1
THE HOME DEPOT, INC. 2026-05-21 Shareholder Proposal Regarding Report on Discrimination in Charitable Support Other Social Issues Shareholder FOR 1
THE SOUTHERN COMPANY 2026-05-13 Stockholder proposal regarding a report on climate due diligence Environment or Climate Shareholder FOR 1
TRUIST FINANCIAL CORPORATION 2026-04-28 Shareholder proposal regarding a report on risks from misalignment between Company policies and customer base, if properly presented. Other Social Issues Shareholder FOR 1
VISA INC. 2026-01-27 Shareholder proposal on report on online sexual exploitation. Other Social Issues Shareholder FOR 1

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