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

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

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

Investment Managers 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 recommendedInvestment Managers Series Trust votedFunds
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of Al-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 generative Al 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 Other Social Issues 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
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
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 1
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
CINTAS CORP. October 24, 2023 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
CISCO SYSTEMS INC. December 6, 2023 Stockholder proposal Approval to have Cisco's Borad Issue a tax transparency report in consideration of the Global Reporting initiatives Tax Standard Other Social Issues Shareholder Against FOR 1
DELL TECHNOLOGIES INC. June 27, 2024 Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts Human Rights or Human Capital/workforce 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
KINDER MORGAN INC. May 8, 2024 Stockhloder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder Against FOR 1
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain CHG Emissions Environment or Climate Shareholder Not determined FOR 1
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce 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
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
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
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder Against FOR 1
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined 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
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts Human Rights or Human Capital/workforce Shareholder Not determined FOR 1

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