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
98 proposals. Every shareholder proposal Managed Portfolio Series backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Managed Portfolio Series voted | Funds |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 | 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 |
| APPLE INC. | February 28, 2024 | A shareholder proposal requesting a report on the use of AI | Other Social Issues | Shareholder | Against | FOR | 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 |
| 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 |
| 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 |
| 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 |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report | Environment or Climate | Shareholder | Against | FOR | 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 | 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 |
| 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 |
| STRIDE INC. | December 7, 2023 | Approval of the stockholder proposal regarding a report on lobbying | Other Social Issues | Shareholder | Against | FOR | 2 |
| 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 | 2 |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Report on Use of AI", if properly presented | Other Social Issues | Shareholder | Against | FOR | 2 |
| A.O. SMITH CORP. | April 9, 2024 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting | 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 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 Reproductive Healthcare Misinformation Risks | 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 |
| 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 |
| BADGER METER INC. | April 26, 2024 | Shareholder Proposal Requesting The Board to Prepare a Report on Hiring Practices. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy | Environment or Climate | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Adoption of Value Chain Emission Reduction Target. | Environment or Climate | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Racial and Gender Pay Gap Disclosure. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| BOEING CO. | May 17, 2024 | Report on Climate Lobbying. | Environment or Climate | Shareholder | Against | 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 |
| CAMPBELL SOUP CO. | November 29, 2023 | To vote on a shareholder proposal regarding a report relating to the progress of our cage-free egg commitment | 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 |
| CASEY'S GENERAL STORES INC. | September 6, 2023 | Shareholder proposal regarding greenhouse gas emissions reporting | Environment or Climate | Shareholder | Against | FOR | 1 |
| CASEY'S GENERAL STORES INC. | September 6, 2023 | Shareholder proposal regarding responsible sourcing disclosures | 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 | Human Rights or Human Capital/workforce | 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 |
| COMCAST CORP. | June 10, 2024 | Report on political expenditures misalignment with company values | Other Social Issues | Shareholder | Against | FOR | 1 |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on circular packaging | Environment or Climate | Shareholder | Against | FOR | 1 |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on greenhouse gas emissions | Environment or Climate | Shareholder | Against | FOR | 1 |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction | Environment or Climate | Shareholder | Against | FOR | 1 |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting | Environment or Climate | Shareholder | Against | FOR | 1 |
| DELTA AIR LINES INC. | June 20, 2024 | A shareholder proposal requesting the adoption of a non- interference policy | Human Rights or Human Capital/workforce | 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 |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a report on climate risk associated with retirement plan options | Environment or Climate | Shareholder | Against | FOR | 1 |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding paid sick leave disclosure | Other Social Issues | Shareholder | Against | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio | Environment or Climate | Shareholder | Against | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report | Other Social Issues | Shareholder | Against | FOR | 1 |
| GRANITE CONSTRUCTION INC. | June 5, 2024 | Shareholder proposal regarding a report on the I-80 South Quarry Project | 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 |
| 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 |
| KINDER MORGAN INC. | May 8, 2024 | Stockhloder proposal relating to establishing a greenhouse gas emission reduction target | Environment or Climate | Shareholder | Against | FOR | 1 |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" | Other Social Issues | 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 |
| MATTEL INC. | May 29, 2024 | Stockholder proposal requesting additional disclosure regarding political contributions and expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals | Environment or Climate | Shareholder | Against | FOR | 1 |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks | 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 |
| 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 Lobbying Transparency Report | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| TIMKEN CO. | May 3, 2024 | Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius | Environment or Climate | 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 a circular economy for packaging | Environment or Climate | Shareholder | Against | FOR | 1 |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding corporate climate lobbying | Environment or Climate | Shareholder | Against | FOR | 1 |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding deforestation-free supply chains | Environment or Climate | Shareholder | Against | 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 |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a living wage policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on cigarette waste | Other Social Issues | Shareholder | Against | FOR | 1 |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on the risks of reproductive healthcare legislation | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| WALMART INC. | June 5, 2024 | Racial Equity Audit | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| WALT DISNEY CO. | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Climate Lobbying Congruency Report | Environment or Climate | Shareholder | Against | FOR | 1 |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values | Other Social Issues | Shareholder | Against | FOR | 1 |
| 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 | 1 |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| 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 | 1 |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Transparency in Lobbying Annual Report | Other Social Issues | Shareholder | Against | FOR | 1 |
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Built October 18, 2026 from SEC Form N-PX filings.