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CLEARWATER INVESTMENT TRUST 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal CLEARWATER INVESTMENT 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

14 proposals. Every shareholder proposal CLEARWATER INVESTMENT TRUST backed in 2024-2025 is listed here.

CLEARWATER INVESTMENT TRUST, 2024-2025 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedCLEARWATER INVESTMENT TRUST votedFunds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 1
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder Against FOR 1
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding political contributions. 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
CBOE GLOBAL MARKETS INC. May 6, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 1
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate 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
META PLATFORMS INC. May 28, 2025 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues 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. Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. November 10, 2024 Report on AI Data Sourcing Accountability Other Social Issues Shareholder Not determined FOR 1
MICROSOFT CORP. November 10, 2024 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Not determined 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

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Built October 18, 2026 from SEC Form N-PX filings.