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Horizon Funds 2023-2024: where it broke with the board

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

191 proposals. Every shareholder proposal Horizon Funds backed in 2023-2024 is listed here.

Horizon Funds, 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 recommendedHorizon Funds votedFunds
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder Against FOR 2
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 2
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 2
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target. Environment or Climate Shareholder Against FOR 2
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 2
BOEING CO. May 17, 2024 Report on Climate Lobbying. Environment or Climate Shareholder Against FOR 2
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 2
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 2
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 2
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 2
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging. Environment or Climate Shareholder Against FOR 2
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 2
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder Against FOR 2
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder Against FOR 2
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder Against FOR 2
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder Against FOR 2
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder Against FOR 2
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 2
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 2
NIKE INC. September 12, 2023 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 2
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 2
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 2
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder Against FOR 2
WARNER BROS. DISCOVERY INC. June 3, 2024 To vote on a stockholder proposal entitled, "Report on Use of Al", if properly presented. Other Social Issues Shareholder Against FOR 2
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 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 reproductive healthcare misinformation risks Other Social Issues Shareholder Against FOR 1
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
APPLIED MATERIALS INC. March 7, 2024 Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues Shareholder Against FOR 1
APPLIED MATERIALS INC. March 7, 2024 Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion Shareholder Against FOR 1
BLACKROCK INC. May 15, 2024 Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate Shareholder Against FOR 1
BOOKING HOLDINGS INC. June 4, 2024 Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. Other Social Issues Shareholder Not determined 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
CAMPBELL SOUP CO. November 29, 2023 To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. Environment or Climate 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
CHURCH & DWIGHT CO. INC. May 2, 2024 Stockholder Proposal - Transparency in Political Contributions. Other Social Issues Shareholder Not determined 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 Other Social Issues Shareholder Not determined FOR 1
DANAHER CORP. May 7, 2024 To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion 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
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder Against FOR 1
EDISON INTERNATIONAL April 25, 2024 Shareholder Proposal Regarding Lobbying 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
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
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets Environment or Climate Shareholder Against FOR 1
HCA HEALTHCARE INC. April 25, 2024 Stockholder proposal, if properly presented at the meeting, regarding report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues Shareholder Against FOR 1
HCA HEALTHCARE INC. April 25, 2024 Stockholder proposal, if property presented at the meeting, regarding report on maternal health outcomes. Other Social Issues Shareholder Against FOR 1
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues 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
IDEX CORP. May 7, 2024 Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce 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 Human Rights or Human Capital/workforce Shareholder Against FOR 1
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report Environment or Climate Shareholder Against FOR 1
KEURIG DR PEPPER INC. June 10, 2024 To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate Shareholder Against FOR 1
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. May 14, 2024 Vote on a stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder Against FOR 1
KROGER CO. June 27, 2024 Just Transition Report. Environment or Climate Shareholder Against FOR 1
KROGER CO. June 27, 2024 Living Wage Policy. Other Social Issues Shareholder Against FOR 1
LABORATORY CORPORATION OF AMERICA HOLDINGS May 14, 2024 Shareholder proposal regarding a Board report on risks of fulfilling information requests. Other Social Issues Shareholder Against FOR 1
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Adoption of Antibiotics Policy. Environment or Climate Shareholder Against FOR 1
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Worldwide Switch to Cage-Free Eggs. 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
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency Other Social Issues Shareholder Against FOR 1
NIKE INC. September 12, 2023 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 1
NORTHERN TRUST CORP. April 16, 2024 Stockholder proposal to ascertain voting preferences. Environment or Climate Shareholder Against FOR 1
PEPSICO INC. May 1, 2024 Shareholder Proposal - Global Transparency Report. Other Social Issues Shareholder Not determined FOR 1
PEPSICO INC. May 1, 2024 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder Not determined FOR 1
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder Not determined FOR 1
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
PHILLIPS 66 May 15, 2024 Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate Shareholder Against FOR 1
PNC FINANCIAL SERVICES GROUP INC. April 24, 2024 Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce 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
STRIDE INC. December 7, 2023 Approval of the stockholder proposal regarding a report on lobbying; and Other Social Issues Shareholder Against FOR 1
TARGET CORP. June 12, 2024 Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues Shareholder Against FOR 1
TARGET CORP. June 12, 2024 Shareholder proposal to establish wage policies. Other Social Issues 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. Human Rights or Human Capital/workforce Shareholder Against FOR 1
TJX COMPANIES INC. June 4, 2024 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders. Human Rights or Human Capital/workforce Shareholder Against FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Lead-sheathed cable report Environment or Climate Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Political expenditures misalignment Other Social Issues Shareholder Not determined FOR 1
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 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
WINGSTOP INC. May 23, 2024 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate Shareholder Against FOR 1
YUM! BRANDS INC. May 16, 2024 Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate Shareholder Against FOR 1

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