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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
52 proposals. Every shareholder proposal Adviser Managed Trust backed in 2024-2025 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Adviser Managed Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| AMAZON.COM INC. | May 21, 2025 | Shareholder proposal requesting a report on data dosage oversight in AI offerings | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM INC. | May 21, 2025 | Shareholder proposal requesting a report on warehouse working conditions | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" | Other Social Issues | Shareholder | Against | FOR | 1 |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. | Other Social Issues | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and deployment of AI across the Company's operations. | Other Social Issues | Shareholder | Against | FOR | 1 |
| BOYD GAMING CORP. | May 8, 2025 | 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 |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report | Other Social Issues | Shareholder | Against | FOR | 1 |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder Proposal Regarding Political Expenditures Report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | Shareholder proposal regarding the adoption of GHG emissions reduction targets. | Environment or Climate | Shareholder | Against | FOR | 1 |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to adopt a comprehensive human rights policy. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | Against | FOR | 1 |
| GENUINE PARTS CO. | April 28, 2025 | Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| GILEAD SCIENCES INC. | May 7, 2025 | 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 | Against | FOR | 1 |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. | Other Social Issues | Shareholder | Against | FOR | 1 |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" | Other Social Issues | Shareholder | Against | FOR | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying | Other Social Issues | Shareholder | Against | FOR | 1 |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| L3HARRIS TECHNOLOGIES INC. | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". | Other Social Issues | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 28, 2025 | 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 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| MICROCHIP TECHNOLOGY INC. | August 20, 2024 | 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 10, 2024 | Report on AI Data Sourcing Accountability. | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation. | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 10, 2024 | Report on Risks of Weapons Development. | Other Social Issues | Shareholder | Against | FOR | 1 |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| OLD DOMINION FREIGHT LINE INC. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. | Environment or Climate | Shareholder | Against | FOR | 1 |
| OTIS WORLDWIDE CORP. | May 15, 2025 | Shareholder proposal regarding reporting on political contributions and expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| PLANET FITNESS INC. | May 6, 2025 | Stockholder proposal regarding EEO-1 report disclosure policy. | Diversity, Equity, and Inclusion | Shareholder | No recommendation | FOR | 1 |
| PULTEGROUP INC. | April 30, 2025 | Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| RTX CORP. | May 1, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| SONOCO PRODUCTS CO. | April 16, 2025 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| TERADYNE INC. | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| TEXAS ROADHOUSE INC. | May 15, 2025 | An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| TYLER TECHNOLOGIES INC. | May 6, 2025 | Shareholder Proposal Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| WELLS FARGO & CO. | April 29, 2025 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| WYNN RESORTS LTD. | April 30, 2025 | To consider and vote on a shareholder proposal requesting that the Board of Directors commission and disclose a report on the potential cost savings through the adoption of a smokefree policy for the Company's properties. | Other Social Issues | Shareholder | Against | FOR | 1 |
| YUM! BRANDS INC. | May 15, 2025 | Shareholder Proposal Regarding Workplace Safety Policies and Practices. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
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Built October 18, 2026 from SEC Form N-PX filings.