Home › Asset managers › Adviser Managed Trust › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Adviser Managed Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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
105 proposals. Every shareholder proposal Adviser Managed Trust backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Adviser Managed Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| AIRBNB INC. | June 5, 2024 | Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALCOA CORP. | May 10, 2024 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on generative AI misinformation and disinformation risks | Other Social Issues | Shareholder | Against | FOR | 1 |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting A Report On Customer Due Diligence | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting A Report On Customer Use Of Certain Technologies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting A Report On Warehouse Working Conditions | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting Additional Reporting On Freedom Of Association | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting Additional Reporting On Lobbying | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 22, 2024 | Shareholder Proposal Requesting Additional Reporting On Stakeholder Impacts | Environment or Climate | Shareholder | Against | FOR | 1 |
| AMERICAN TOWER CORP. | May 22, 2024 | To Consider A Stockholder Proposal, If Properly Presented, Regarding Disclosure Of Racial And Gender Pay Gaps. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 28, 2024 | A shareholder proposal requesting a report on the use of AI. | Other Social Issues | Shareholder | Against | FOR | 1 |
| AUTONATION INC. | April 24, 2024 | Adoption of stockholder proposal regarding political contributions. | Other Social Issues | Shareholder | Against | FOR | 1 |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Stockholder proposal regarding transperency in lobbying, if properly presented. | Other Social Issues | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. | Environment or Climate | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding the reporting on the effectiveness of the Corporation s diversity, equity and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. | Environment or Climate | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors form a Railroad Safety Committee of independent directors. | Other Social Issues | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Adoption of Value Chain Emission Reduction Target. | Environment or Climate | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Racial and Gender Pay Gap Disclosure. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| BOYD GAMING CORP. | May 9, 2024 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | Shareholder Proposal: A Shareholder Proposal Regarding Adoption Of A Smokefree Policy For Caesars Entertainment Properties. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying | Other Social Issues | Shareholder | Against | FOR | 1 |
| CASEY'S GENERAL STORES INC. | September 6, 2023 | Shareholder proposal regarding responsible sourcing disclosures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CENTENE CORP. | May 14, 2024 | Stockholder Proposal For Managing Climate Risk Through Science-Based Targets And Transition Planning. | Environment or Climate | Shareholder | Against | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Stockholder proposal regarding lobbying activities. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Stockholder proposal regarding political expenditures report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHEVRON CORP. | May 29, 2024 | Report on Tax Practices | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Shareholder Proposal - Requesting a report on harassment and discrimination statistics. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Shareholder Proposal - Requesting an audit of safety practices. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Stockholder Proposal - Transparency in Political Contributions. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| CISCO SYSTEMS INC. | December 6, 2023 | Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CROWN HOLDINGS INC. | May 2, 2024 | Consideration of a Shareholder's proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal Requesting An Independent, Third Party Worker Rights Assessment And Report. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| DELTA AIR LINES INC. | June 20, 2024 | A shareholder proposal requesting the adoption of a non-interference policy. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| DEXCOM INC. | May 22, 2024 | To Provide A Non-Binding, Advisory Vote On Transparency In Lobbying. | Other Social Issues | Shareholder | Against | FOR | 1 |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| DRAFTKINGS INC. | May 13, 2024 | To consider a shareholder proposal regarding disclosure of certain political contributions. | Other Social Issues | Shareholder | Against | FOR | 1 |
| ELI LILLY AND CO. | May 6, 2024 | Shareholder proposal to publish an annual report disclosing lobbying activities. | Other Social Issues | Shareholder | Against | FOR | 1 |
| ENCOMPASS HEALTH CORP. | May 2, 2024 | A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | Against | FOR | 1 |
| FLOWSERVE CORP. | May 16, 2024 | Shareholder Proposal Requesting Report On The Company's Political Spending And Policies And Procedures Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| GLOBAL PAYMENTS INC. | April 25, 2024 | Advisory shareholder proposal on transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report | Other Social Issues | Shareholder | Against | FOR | 1 |
| HUNTINGTON INGALLS INDUSTRIES INC. | May 1, 2024 | Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan | Environment or Climate | Shareholder | Against | FOR | 1 |
| HUNTSMAN CORP. | May 2, 2024 | Stockholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities. | Other Social Issues | Shareholder | Against | FOR | 1 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Commission a third-party assessment on the Company s commitment to freedom of association and collective bargaining rights. | Human Rights or Human Capital/workforce | Shareholder | Not determined | FOR | 1 |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning a Report on the Company s LGBTQ+ Equity and Inclusions Efforts | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| ITT INC. | May 15, 2024 | A Shareholder Proposal Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| KINDER MORGAN INC. | May 8, 2024 | Stockholder proposal relating to establishing a greenhouse gas emission reduction target | Environment or Climate | Shareholder | Against | FOR | 1 |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" | Other Social Issues | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions. | Environment or Climate | Shareholder | Not determined | FOR | 1 |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | Stockholder Resolution Requesting The Company Commission A Third-Party Civil Rights Audit | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| MATTEL INC. | May 29, 2024 | Stockholder proposal requesting additional disclosure regarding political contributions and expenditures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on human rights risks in non-US markets. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| METLIFE INC. | June 18, 2024 | Shareholder proposal requesting a third-party racial equity audit. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | 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. | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal) | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Tax Transparency (The Board recommends a vote AGAINST this proposal) | Other Social Issues | Shareholder | Against | FOR | 1 |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying. | Other Social Issues | Shareholder | Against | FOR | 1 |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| NVR INC. | May 7, 2024 | Shareholder proposal to expand political spending disclosure. | Other Social Issues | Shareholder | Against | FOR | 1 |
| NVR INC. | May 7, 2024 | Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| OLD DOMINION FREIGHT LINE INC. | May 15, 2024 | Shareholder Proposal Regarding Greenhouse Gas Reduction Targets. | Environment or Climate | Shareholder | Against | FOR | 1 |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| PACCAR INC. | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement. | Environment or Climate | Shareholder | Against | FOR | 1 |
| PARAMOUNT GLOBAL | June 4, 2024 | A stockholder proposal, if properly presented at the meeting, requesting that the Company prepare and disclose a transparency report regarding its use of artificial intelligence. | Other Social Issues | Shareholder | Against | FOR | 1 |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | Not determined | FOR | 1 |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder Proposal Regarding Managing Climate Risk Through Science-Based Targets And Transition Planning. | Environment or Climate | Shareholder | Against | FOR | 1 |
| REPUBLIC SERVICES INC. | May 23, 2024 | Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. | Environment or Climate | Shareholder | Against | FOR | 1 |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Lobbying Transparency Report | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan | Environment or Climate | Shareholder | Not determined | FOR | 1 |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. | Environment or Climate | Shareholder | Against | FOR | 1 |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. | Environment or Climate | Shareholder | Against | FOR | 1 |
| SKECHERS U.S.A. INC. | May 23, 2024 | Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | The Stockholder Proposal titled "Transparency in Political Spending". | Other Social Issues | Shareholder | Against | FOR | 1 |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. | Other Social Issues | Shareholder | Against | FOR | 1 |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding Tyson Foods labor practices. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding corporate climate lobbying. | Environment or Climate | Shareholder | Against | FOR | 1 |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | Not determined | FOR | 1 |
| WALMART INC. | June 5, 2024 | Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, Report on Use of AI , if properly presented. | Other Social Issues | Shareholder | Against | FOR | 1 |
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Built October 18, 2026 from SEC Form N-PX filings.