Home › Asset managers › Managed Portfolio Series › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Managed Portfolio Series 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
987 proposals.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Managed Portfolio Series voted | Funds |
|---|---|---|---|---|---|---|---|
| 3M CO. | May 14, 2024 | Advisory approval of executive compensation | Say-on-Pay | Board | AGAINST | 4 | |
| 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 | 4 |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning | Environment or Climate | Shareholder | Against | FOR | 4 |
| WALT DISNEY CO. | April 3, 2024 | BLACKWELLS NOMINEE OPPOSED BY THE COMPANY: Craig Hatkoff | Director Elections | Board | WITHHOLD | 4 | |
| WALT DISNEY CO. | April 3, 2024 | BLACKWELLS NOMINEE OPPOSED BY THE COMPANY: Jessica Schell | Director Elections | Board | WITHHOLD | 4 | |
| WALT DISNEY CO. | April 3, 2024 | BLACKWELLS NOMINEE OPPOSED BY THE COMPANY: Leah Solivan | Director Elections | Board | WITHHOLD | 4 | |
| WALT DISNEY CO. | April 3, 2024 | TRIAN NOMINEE OPPOSED BY THE COMPANY: James A. Rasulo | Director Elections | Board | WITHHOLD | 4 | |
| WALT DISNEY CO. | April 3, 2024 | TRIAN NOMINEE OPPOSED BY THE COMPANY: Nelson Peltz | Director Elections | Board | WITHHOLD | 4 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Adolphus B. Baker | Director Elections | Board | ABSTAIN | 3 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Camille S. Young | Director Elections | Board | ABSTAIN | 3 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: James E. Poole | Director Elections | Board | ABSTAIN | 3 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Letitia C. Hughes | Director Elections | Board | ABSTAIN | 3 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Max P. Bowman | Director Elections | Board | ABSTAIN | 3 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Sherman L. Miller | Director Elections | Board | ABSTAIN | 3 | |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Steve W. Sanders | Director Elections | Board | ABSTAIN | 3 | |
| CLEARWAY ENERGY INC. | April 25, 2024 | Election of Directors: Daniel B. More | Director Elections | Board | ABSTAIN | 3 | |
| 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 | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 3 |
| EQUITRANS MIDSTREAM CORP. | April 23, 2024 | Approval, on an advisory basis, of the compensation of the Company's named executive officers for 2023 (Say-on-Pay) | Say-on-Pay | Board | AGAINST | 3 | |
| EQUITY COMMONWEALTH | June 18, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers | Say-on-Pay | Board | AGAINST | 3 | |
| EURONET WORLDWIDE INC. | May 16, 2024 | Advisory vote on executive compensation | Say-on-Pay | Board | AGAINST | 3 | |
| MAGELLAN MIDSTREAM PARTNERS LP | September 21, 2023 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Magellan GP, LLC, the general partner of Magellan, that is based on or otherwise related to the merger contemplated by the Merger Agreement | Say-on-Pay | Board | AGAINST | 3 | |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 3 |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development | Other Social Issues | Shareholder | Against | FOR | 3 |
| MICROSOFT CORP. | December 7, 2023 | Report on Tax Transparency | Other Social Issues | Shareholder | Against | FOR | 3 |
| NIKE INC. | September 12, 2023 | Class B director nominees: To elect a Board of Directors for the ensuing year John Rogers, Jr. | Director Elections | Board | WITHHOLD | 3 | |
| 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 | 3 |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors John G. Stratton | Director Elections | Board | AGAINST | 2 | |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors Nancy McKinstry | Director Elections | Board | AGAINST | 2 | |
| ADVANCED DRAINAGE SYSTEMS, INC./WMS | July 20, 2023 | Election of Directors Alexander R. Fischer | Director Elections | Board | AGAINST | 2 | |
| ADVANCED DRAINAGE SYSTEMS, INC./WMS | July 20, 2023 | Election of Directors Anil Seetharam | Director Elections | Board | AGAINST | 2 | |
| ADVANCED DRAINAGE SYSTEMS, INC./WMS | July 20, 2023 | Election of Directors Robert M. Eversole | Director Elections | Board | AGAINST | 2 | |
| ADVANCED DRAINAGE SYSTEMS, INC./WMS | July 20, 2023 | Election of Directors Tanya D. Fratto | Director Elections | Board | AGAINST | 2 | |
| ALLISON TRANSMISSION HOLDINGS INC. | May 8, 2024 | Election of Directors Richard P. Lavin | Director Elections | Board | AGAINST | 2 | |
| ANTERO MIDSTREAM CORP. | June 5, 2024 | Class II Nominees: Brooks J. Klimley | Director Elections | Board | ABSTAIN | 2 | |
| APPLE INC. | February 28, 2024 | A shareholder proposal requesting a report on the use of AI | Other Social Issues | Shareholder | Against | FOR | 2 |
| ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | April 15, 2024 | Election of Arun Banskota as director of the Company. | Director Elections | Board | AGAINST | 2 | |
| ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | April 15, 2024 | To approve the directors' remuneration policy. | Compensation | Board | AGAINST | 2 | |
| ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | April 15, 2024 | To approve the directors' remuneration report, excluding the directors' remuneration policy, for the year ended. | Say-on-Pay | Board | AGAINST | 2 | |
| 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 | 2 |
| 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 | 2 |
| CHINA LONGYUAN POWER GROUP CORPORATION LTD. | August 29, 2023 | TO CONSIDER AND APPROVE THE APPOINTMENT OF MR. LIU JINJI AS A SUPERVISOR OF THE COMPANY TO FILL THE VACANCY LEFT BY RESIGNATION OF MR. SHAO JUNJIE | Audit-related | Board | AGAINST | 2 | |
| 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 | 2 |
| CITIZENS FINANCIAL GROUP INC. | April 25, 2024 | Advisory Vote on Executive Compensation | Say-on-Pay | Board | AGAINST | 2 | |
| COCA-COLA CO. | May 1, 2024 | Election of Directors Barry Diller | Director Elections | Board | AGAINST | 2 | |
| COCA-COLA CO. | May 1, 2024 | Election of Directors Christopher C. Davis | Director Elections | Board | AGAINST | 2 | |
| COCA-COLA CO. | May 1, 2024 | Election of Directors Thomas S. Gayner | Director Elections | Board | AGAINST | 2 | |
| CONAGRA BRANDS INC. | September 14, 2023 | Advisory vote to approve named executive officers compensation | Say-on-Pay | Board | AGAINST | 2 | |
| COPART INC. | December 8, 2023 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2023 | Say-on-Pay | Board | AGAINST | 2 | |
| CRESTWOOD EQUITY PARTNERS LP | October 30, 2023 | To approve, on an advisory (non-binding) basis, specified compensation that may be received by Crestwood Equity Partners LP's named executive officers in connection with the merger | Say-on-Pay | Board | AGAINST | 2 | |
| CVS HEALTH CORP. | May 16, 2024 | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation | Say-on-Pay | Board | AGAINST | 2 | |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| DENNY'S CORP. | May 15, 2024 | A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly | Environment or Climate | Shareholder | Against | FOR | 2 |
| DENNY'S CORP. | May 15, 2024 | A proposal that asks the Company to publish measurable, time-bound targets for eliminating (or at least significantly reducing) gestation crates in its pork supply and regularly report progress meeting them | Environment or Climate | Shareholder | Against | FOR | 2 |
| DINE BRANDS GLOBAL INC. | May 14, 2024 | Stockholder proposal regarding climate change policies and climate change risk disclosures | Environment or Climate | Shareholder | Against | FOR | 2 |
| DINE BRANDS GLOBAL INC. | May 14, 2024 | Stockholder proposal regarding group-housed pork | Environment or Climate | Shareholder | Against | FOR | 2 |
| DOLLAR GENERAL CORP. | May 29, 2024 | Election of Directors Debra A. Sandler | Director Elections | Board | AGAINST | 2 | |
| DOLLAR GENERAL CORP. | May 29, 2024 | To approve, on an advisory (non- binding) basic , the resolution regarding the compensation of dollar General Corporation's named executive officer as disclosed in the Proxy Statement | Say-on-Pay | Board | AGAINST | 2 | |
| FACTSET RESEARCH SYSTEMS INC. | December 14, 2023 | To elect four directors to the Board of Directors Malcolm Frank | Director Elections | Board | AGAINST | 2 | |
| FACTSET RESEARCH SYSTEMS INC. | December 14, 2023 | To elect four directors to the Board of Directors Robin A. Abrams | Director Elections | Board | AGAINST | 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 |
| GLOBAL PAYMENTS INC. | April 25, 2024 | Election of Twelve Nominees as Directors Joseph H. Osnoss | Director Elections | Board | AGAINST | 2 | |
| INTUIT INC. | January 18, 2024 | Election of Directors Eve Burton | Director Elections | Board | AGAINST | 2 | |
| INTUIT INC. | January 18, 2024 | Election of Directors Suzanne Nora Johnson | Director Elections | Board | AGAINST | 2 | |
| INTUIT INC. | January 18, 2024 | Election of Directors Tekedra Mawakana | Director Elections | Board | AGAINST | 2 | |
| INTUIT INC. | January 18, 2024 | Election of Directors Thomas Szkutak | Director Elections | Board | AGAINST | 2 | |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report | Environment or Climate | Shareholder | Against | FOR | 2 |
| INVESCO LTD. | May 23, 2024 | Amendment and restatement of the Invesco Ltd. 2016 Global Equity Incentive Plan to increase the number of authorized shares and make certain other revisions | Compensation | Board | AGAINST | 2 | |
| JOHNSON & JOHNSON | April 25, 2024 | Advisory Vote to Approve Named Executive Officer Compensation | Say-on-Pay | Board | AGAINST | 2 | |
| JOHNSON & JOHNSON | April 25, 2024 | Election of Directors Mark A. Weinberger | Director Elections | Board | AGAINST | 2 | |
| KULICKE AND SOFFA INDUSTRIES INC. | March 13, 2024 | Election of Directors to serve until the 2028 Annual meeting: David Jeffrey Richardson | Director Elections | Board | ABSTAIN | 2 | |
| KULICKE AND SOFFA INDUSTRIES INC. | March 13, 2024 | Election of Directors to serve until the 2028 Annual meeting: Mui Sung Yeo | Director Elections | Board | ABSTAIN | 2 | |
| LAM RESEARCH CORP. | November 7, 2023 | Election of Directors Abhijit Y. Talwalkar | Director Elections | Board | AGAINST | 2 | |
| LAM RESEARCH CORP. | November 7, 2023 | Election of Directors Bethany J. Mayer | Director Elections | Board | AGAINST | 2 | |
| LAM RESEARCH CORP. | November 7, 2023 | Election of Directors Eric K. Brandt | Director Elections | Board | AGAINST | 2 | |
| LAM RESEARCH CORP. | November 7, 2023 | Election of Directors Michael R. Cannon | Director Elections | Board | AGAINST | 2 | |
| LOWE'S COMPANIES INC. | May 31, 2024 | Election of Directors: Bertram L. Scott | Director Elections | Board | ABSTAIN | 2 | |
| LOWE'S COMPANIES INC. | May 31, 2024 | Election of Directors: Raul Alvarez | Director Elections | Board | ABSTAIN | 2 | |
| MARSH & MCLENNAN COMPANIES INC. | May 16, 2024 | Election of Directors Tamara Ingram | Director Elections | Board | AGAINST | 2 | |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying | Other Social Issues | Shareholder | Against | FOR | 2 |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034 | Capital Structure | Board | AGAINST | 2 | |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034 | Capital Structure | Board | AGAINST | 2 | |
| 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 | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation | Other Social Issues | Shareholder | Against | FOR | 2 |
| MICROSOFT CORP. | December 7, 2023 | Report on Climate Risks to Retirement Plan Beneficiaries | Environment or Climate | Shareholder | Against | FOR | 2 |
| NEW RELIC INC. | August 16, 2023 | To indicate, on an advisory basis, the compensation of the company's Named Executive Officers as disclosed in the Proxy Statement. | Say-on-Pay | Board | AGAINST | 2 | |
| NUSTAR ENERGY LP | May 1, 2024 | The Compensation Proposal: To approve, by a non-binding, advisory vote, the compensation that may be received by NuStar Managing GP's named executive officers in connection with the Merger | Say-on-Pay | Board | AGAINST | 2 | |
| ONEOK INC. | September 21, 2023 | Approval of issuance of shares of ONEOK Common Stock (the "Stock Issuance Proposal"), pursuant to the Agreement and Plan of Merger, dated as of May 14, 2023, by and among ONEOK, Otter Merger Sub, LLC and Magellan Midstream Partners, L.P., as it may be amended from time to time, a copy of which is attached as Annex A to the joint proxy statement/prospectus. | Extraordinary Transactions | Board | AGAINST | 2 | |
| PROCTER & GAMBLE CO. | October 10, 2023 | Election of Directors Angela F. Braly | Director Elections | Board | AGAINST | 2 | |
| PROCTER & GAMBLE CO. | October 10, 2023 | Election of Directors Jon R. Moeller | Director Elections | Board | AGAINST | 2 | |
| PROCTER & GAMBLE CO. | October 10, 2023 | Election of Directors Joseph Jimenez | Director Elections | Board | AGAINST | 2 | |
| PROCTER & GAMBLE CO. | October 10, 2023 | Election of Directors Patricia A. Woertz | Director Elections | Board | AGAINST | 2 | |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors Allen P. Hugli | Director Elections | Board | WITHHOLD | 2 | |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors Helen Golding | Director Elections | Board | WITHHOLD | 2 | |
| ROSS STORES INC. | May 22, 2024 | Advisory vote to approve the resolution on the compensation of the named executive officers | Say-on-Pay | Board | AGAINST | 2 | |
| ROSS STORES INC. | May 22, 2024 | Election of 11 Directors George P. Orban | Director Elections | Board | AGAINST | 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 |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors Alan R. Buckwalter | Director Elections | Board | AGAINST | 2 | |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors Marcus A. Watts | Director Elections | Board | AGAINST | 2 | |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Ratify the Selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31,2024 | Audit-related | Board | AGAINST | 2 |
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Built October 18, 2026 from SEC Form N-PX filings.