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Investment Managers Series Trust II 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Investment Managers Series Trust II 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

63 proposals. Every shareholder proposal Investment Managers Series Trust II backed in 2023-2024 is listed here.

Investment Managers Series Trust II, 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 recommendedInvestment Managers Series Trust II votedFunds
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder Against FOR 1
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue an Annual Report on Lobbying Other Social Issues Shareholder Against FOR 1
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 human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 1
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report 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 generative AI misinformation and disinformation risks Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children Human Rights or Human Capital/workforce 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
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying. Environment or Climate 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 Racial and Gender Pay Gaps . Diversity, Equity, and Inclusion 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
APPLIED MATERIALS INC. March 7, 2024 Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gende Human Rights or Human Capital/workforce Shareholder Against FOR 1
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder Against FOR 1
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 1
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 1
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder Against FOR 1
CENTENE CORP. May 14, 2024 Stockholder Proposal For Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate Shareholder Against FOR 1
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Pay Equity Disclosure. Diversity, Equity, and Inclusion 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
CISCO SYSTEMS INC. December 6, 2023 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues Shareholder Against FOR 1
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 1
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues Shareholder Not determined 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. Diversity, Equity, and Inclusion Shareholder Against FOR 1
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 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Climate Lobbying. Environment or Climate Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities. Other Social Issues Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets. Environment or Climate Shareholder Against FOR 1
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report Environment or Climate Shareholder Against FOR 1
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder Against FOR 1
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder Against FOR 1
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate 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
MAXIMUS INC. March 12, 2024 Shareholder proposal regarding the commission of a third party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce Shareholder Against FOR 1
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate Shareholder Against FOR 1
MICROCHIP TECHNOLOGY INC. August 22, 2023 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 7, 2023 Mandate for Third-Party Political Reporting (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Climate Risks to Retirement Plan Beneficiaries (The Board recommends a vote AGAINST this proposal) Environment or Climate Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal) Human Rights or Human Capital/workforce Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, Amendments to the Code of Ethics and report on the board members compliance with the amended code, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 1
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 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
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion Shareholder Against FOR 1
ROSS STORES INC. May 22, 2024 To Vote On A Stockholder Proposal Regarding Reporting On Material Value Chain Ghg Emissions, If Properly Presented At The Annual Meeting. Environment or Climate Shareholder Against FOR 1
SYSCO CORP. November 17, 2023 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder Against FOR 1
TESLA INC. June 13, 2024 A stockholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans, if properly presented. Environment or Climate Shareholder Against 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
TESLA INC. June 13, 2024 A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented Environment or Climate Shareholder Against FOR 1
TESLA INC. June 13, 2024 A stockholder proposal regarding reduction of director terms to one year, if properly presented Human Rights or Human Capital/workforce Shareholder Against FOR 1
TESLA INC. June 13, 2024 A stockholder proposal regarding simple majority voting provisions in our governing documents, if properly presented Human Rights or Human Capital/workforce 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. Other Social Issues 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
UNITEDHEALTH GROUP INC. June 3, 2024 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder Against 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

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