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EA Series Trust 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal EA Series 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

137 proposals. Every shareholder proposal EA Series Trust backed in 2023-2024 is listed here.

EA Series Trust, 2023-2024 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 recommendedEA Series Trust votedFunds
TARGET CORP. June 12, 2024 Shareholder proposal requesting a report on Target's partnerships with, charitable contributions to, and other support for certain organizations Other Social Issues Shareholder Against FOR 9
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 8
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Lobbying Report Other Social Issues Shareholder Against FOR 8
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Policy for Director Transparency on Political and Charitable Giving Other Social Issues Shareholder Against FOR 7
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Report on Online Safety for Children Other Social Issues Shareholder Against FOR 7
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal requesting that the Company report annually on the nature and extent to which the Company's operations depend on and are vulnerable to China Human Rights or Human Capital/workforce Shareholder Against FOR 6
CHEVRON CORP. May 29, 2024 Report on Voluntary Carbon Reduction Risks Environment or Climate Shareholder Against FOR 6
CONOCOPHILLIPS May 14, 2024 Revisit Pay Incentives for GHG Emission Reductions. Environment or Climate Shareholder Against FOR 6
EXXON MOBIL CORP. May 29, 2024 Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate Shareholder Against FOR 6
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Adoption of Antibiotics Policy Environment or Climate Shareholder Against FOR 5
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Congruency Analysis on Human Rights Human Rights or Human Capital/workforce Shareholder Against FOR 5
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare a report on the risks arising from voluntary carbon-reduction commitments Environment or Climate Shareholder Not determined FOR 5
APPLE INC. February 28, 2024 A shareholder proposal entitled ''Congruency Report on Privacy and Human Rights'' Human Rights or Human Capital/workforce Shareholder Against FOR 4
APPLE INC. February 28, 2024 A shareholder proposal entitled ''EEO Policy Risk Report'' Other Social Issues Shareholder Against FOR 4
DEERE & CO. February 28, 2024 Shareholder proposal regarding a customer and company sustainability congruency report Other Social Issues Shareholder Against FOR 4
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Corporate Giving Report Other Social Issues Shareholder Against FOR 4
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a congruency report on privacy and human rights Human Rights or Human Capital/workforce Shareholder Against FOR 4
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a government censorship transparency report. Other Social Issues Shareholder Against FOR 4
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a report on respecting workforce civil liberties. Other Social Issues Shareholder Against FOR 4
PEPSICO INC. May 1, 2024 Shareholder Proposal - Report on Risks Created by the Company's Diversity, Equity and Inclusion Efforts Other Social Issues Shareholder Not determined FOR 4
PROCTER & GAMBLE CO. October 10, 2023 Shareholder Proposal - Annual Report on Operations in China Human Rights or Human Capital/workforce Shareholder Against FOR 4
PROCTER & GAMBLE CO. October 10, 2023 Shareholder Proposal - Civil Rights Audit of Reverse Discrimination Other Social Issues Shareholder Against FOR 4
STARBUCKS CORP. March 13, 2024 Shareholder proposal requesting a report on direct and systemic discrimination. Other Social Issues Shareholder Not determined FOR 4
STARBUCKS CORP. March 13, 2024 Shareholder proposal requesting a report on human rights policies. Human Rights or Human Capital/workforce Shareholder Not determined FOR 4
WALT DISNEY CO. April 3, 2024 Shareholder proposal, if properly presented at the meeting, requesting publication of recipients of charitable contributions. Other Social Issues Shareholder Not determined FOR 4
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion Shareholder Against FOR 3
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on risks of politicized de-banking Other Social Issues Shareholder Against FOR 3
BOEING CO. May 17, 2024 Report on Risks Related to Diversity, Equity & Inclusion Efforts Other Social Issues Shareholder Against FOR 3
BOEING CO. May 17, 2024 Review of China Business and ESG Commitments Human Rights or Human Capital/workforce Shareholder Against FOR 3
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts Other Social Issues Shareholder Not determined FOR 3
COSTCO WHOLESALE CORP. January 18, 2024 Shareholder proposal regarding fiduciary carbon-emission relevance report Environment or Climate Shareholder Against FOR 3
GENERAL ELECTRIC CO. May 7, 2024 Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments Environment or Climate Shareholder Against FOR 3
GILEAD SCIENCES INC. May 8, 2024 To vote on a stockholder proposal requesting that the Board issue a report detailing the risks and costs to the Company caused by opposing or otherwise altering Company policy in response to state policies regulating abortion, and detailing any strategies beyond litigation and legal compliance that the Company may deploy to minimize or mitigate these risks Other Social Issues Shareholder Against FOR 3
INTEL CORP. May 7, 2024 Stockholder proposal requesting a risk report of opposing state abortion regulation, if properly presented at the meeting Other Social Issues Shareholder Against FOR 3
KELLANOVA April 26, 2024 Shareowner proposal requesting the Company to reduce greenwashing risk, if properly presented at the meeting Environment or Climate Shareholder Against FOR 3
MGM RESORTS INTERNATIONAL May 1, 2024 A stockholder proposal requesting a report to stockholders on risks created by the Company's diversity, equity and inclusion efforts Other Social Issues Shareholder Against FOR 3
MSCI INC. April 23, 2024 To approve shareholder proposal to report on "Chinese military-industry companies" in Company indices Human Rights or Human Capital/workforce Shareholder Against FOR 3
PFIZER INC. April 25, 2024 Publish a Report on Corporate Contributions Other Social Issues Shareholder Against FOR 3
WALMART INC. June 5, 2024 Set Compensation that Optimizes Portfolio Value for Company Shareholders Other Social Issues Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Risks of Politicized De-Banking Other Social Issues Shareholder Against FOR 3
ADOBE INC. April 17, 2024 Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records Human Rights or Human Capital/workforce Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting a Report on Viewpoint Restriction Other Social Issues Shareholder Against FOR 2
CIGNA GROUP April 24, 2024 Shareholder Proposal - Report to shareholders on risks created by the The Cigna Group's diversity, equity, and inclusion efforts Other Social Issues Shareholder Against FOR 2
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report on risks of Politicized De-banking Other Social Issues Shareholder Against FOR 2
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts Other Social Issues Shareholder Against FOR 2
DELL TECHNOLOGIES INC. June 27, 2024 Shareholder proposal requiring that Dell Technologies Inc.'s website list any recipient of material donations from Dell Technologies Inc. Other Social Issues Shareholder Against FOR 2
DUKE ENERGY CORP. May 9, 2024 Shareholder proposal regarding financial statement assumptions and climate change Environment or Climate Shareholder Not determined FOR 2
FIRSTENERGY CORP. May 22, 2024 Report on Financial Statement Assumptions and Climate Change Environment or Climate Shareholder Against FOR 2
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 2
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Congruency in China Business Operations and ESG Activities Human Rights or Human Capital/workforce Shareholder Against FOR 2
JPMORGAN CHASE & CO. May 21, 2024 Proposal Withdrawn Other Social Issues Shareholder Against FOR 2
KELLANOVA April 26, 2024 Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at the meeting Environment or Climate Shareholder Against FOR 2
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on greenhouse gas goals, if properly presented Environment or Climate Shareholder Not determined FOR 2
PROGRESSIVE CORP. May 10, 2024 Shareholder proposal regarding a report on the Company's diversity, equity, and inclusion efforts, and Other Social Issues Shareholder Against FOR 2
SALESFORCE INC. June 27, 2024 A stockholder proposal requesting a report on viewpoint restriction risks, if properly presented at the meeting Other Social Issues Shareholder Against FOR 2
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding a report on Board oversight of risks related to discrimination, if properly presented at the Annual Meeting Other Social Issues Shareholder Against FOR 2
WALGREENS BOOTS ALLIANCE INC. January 25, 2024 Stockholder proposal requesting an EEO policy risk report Other Social Issues Shareholder Against FOR 2
AIR TRANSPORT SERVICES GROUP INC. May 22, 2024 Stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate 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 Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder Against FOR 1
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Report on Electromagnetic Radiation and Wireless Technologies Risks 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 Gender/Racial Pay Diversity, Equity, and Inclusion 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
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Alternative Emissions Reporting Environment or Climate Shareholder Against FOR 1
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting a Report on Customer Due Diligence Human Rights or Human Capital/workforce 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 Packaging Materials Environment or Climate 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
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 entitled ''Racial and Gender Pay Gaps'' Diversity, Equity, and Inclusion Shareholder Against FOR 1
APPLE INC. February 28, 2024 A shareholder proposal entitled ''Report on Ensuring Respect for Civil Liberties'' Human Rights or Human Capital/workforce 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
BALLY'S CORP. May 16, 2024 A shareholder proposal regarding a report on the adoption of a smokefree policy Other Social Issues Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate 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 Human Rights or Human Capital/workforce 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
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario Environment or Climate Shareholder Against FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate Shareholder Not determined FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 1
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to adopt a comprehensive human rights policy Human Rights or Human Capital/workforce Shareholder Against FOR 1
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents 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
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts Human Rights or Human Capital/workforce Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 1
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder Against FOR 1
INGLES MARKETS INC. February 13, 2024 Stockholder proposal concerning risk discloser related to consumer expectation on significant policy matters Other Social Issues Shareholder Against FOR 1
INGLES MARKETS INC. February 13, 2024 Stockholder proposal regarding cage free egg progress disclosure Environment or Climate Shareholder Against FOR 1
JPMORGAN CHASE & CO. May 21, 2024 Humanitarian risks due to climate change policies Environment or Climate Shareholder Against FOR 1
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators Human Rights or Human Capital/workforce Shareholder Against FOR 1
JPMORGAN CHASE & CO. May 21, 2024 Proxy voting alignment Other Social Issues Shareholder Against FOR 1
JPMORGAN CHASE & CO. May 21, 2024 Report on due diligence in conflict-affected and high-risk areas Human Rights or Human Capital/workforce Shareholder Against FOR 1
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder Against FOR 1
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Annual Report on Global Political Influence Other Social Issues Shareholder Against FOR 1

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Built October 25, 2026 from SEC Form N-PX filings.