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FundVantage Trust 2023-2024: where it broke with the board

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

149 proposals. Every shareholder proposal FundVantage Trust backed in 2023-2024 is listed here.

FundVantage 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 recommendedFundVantage Trust votedFunds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder Against FOR 3
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 3
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 2
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder Against FOR 2
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues Shareholder Not determined FOR 2
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder Against FOR 2
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 2
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 2
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 2
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 2
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder Against FOR 2
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 2
WARRIOR MET COAL INC. April 25, 2024 STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce Shareholder Not determined FOR 2
ABBVIE INC. May 3, 2024 Report on Impact of Extended Patent Exclusivities on Product Access Other Social Issues Shareholder Against FOR 1
ABBVIE INC. May 3, 2024 Report on Lobbying Payments and Policy Other Social Issues Shareholder Against FOR 1
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 1
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Commission Third Party Assessment on Company's Human Rights Policies Human Rights or Human Capital/workforce 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
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on adoption of automation. Other Social Issues 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
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure. Diversity, Equity, and Inclusion 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
EXXON MOBIL CORP. May 29, 2024 Report on Median Gender/Racial Pay Gaps Diversity, Equity, and Inclusion Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Report on Reduced Plastics Demand Impact on Financial Assumptions Environment or Climate 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
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Adopt Science-Based GHG Emissions Targets Including for Value Chain Emissions Environment or Climate Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Report on Climate Lobbying Environment or Climate Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Report on Lobbying Payments and Policy Other Social Issues Shareholder Against FOR 1
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
JPMORGAN CHASE & CO. May 21, 2024 Report on Respecting Indigenous Peoples' Rights Diversity, Equity, and Inclusion Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 1
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Board Matrix" requesting a chart of individual Director self-identified gender, race/ethnicity and skills Diversity, Equity, and Inclusion Shareholder Against FOR 1
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal 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
SEMPRA May 9, 2024 Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce Shareholder Not determined 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. Human Rights or Human Capital/workforce Shareholder Against FOR 1
TRUIST FINANCIAL CORP. April 23, 2024 Report on Lobbying Payments and Policy 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 Report on Effectiveness of Diversity, Equity, and Inclusion Efforts Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
WENDY'S CO. May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
WESTLAKE CORP. May 9, 2024 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans. Environment or Climate Shareholder Not determined FOR 1

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