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Managed Portfolio Series 2023-2024: where it broke with 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.

Managed Portfolio Series, 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 recommendedManaged Portfolio Series votedFunds
SERVICE CORPORATION INTERNATIONAL May 7, 2024 To approve, by advisory vote, named executive officer compensation Say-on-Pay Board AGAINST 2
STONEX GROUP INC. August 10, 2023 To approve an amendment to the Company's certificate of incorporation to increase the number of authorized shares of common stock of the Company Capital Structure Board AGAINST 2
STRIDE INC. December 7, 2023 Approval of the stockholder proposal regarding a report on lobbying Other Social Issues Shareholder Against FOR 2
SYSCO CORP. November 17, 2023 Election of Directors Bradley M. Halverson Director Elections Board AGAINST 2
SYSCO CORP. November 17, 2023 Election of Directors Larry C. Glasscock Director Elections Board AGAINST 2
THERMO FISHER SCIENTIFIC INC. May 22, 2024 Election of Directors C. Martin Harris Director Elections Board AGAINST 2
TRAVELERS COMPANIES INC. May 15, 2024 Non-binding vote to approve executive compensation Say-on-Pay Board AGAINST 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
UNITEDHEALTH GROUP INC. June 3, 2024 Election of Directors F. William McNabb III Director Elections Board AGAINST 2
UNITEDHEALTH GROUP INC. June 3, 2024 Election of Directors Kristen Gil Director Elections Board AGAINST 2
UNITEDHEALTH GROUP INC. June 3, 2024 Election of Directors Paul Garcia Director Elections Board AGAINST 2
VITESSE ENERGY INC. May 2, 2024 Election of Directors Brian P. Friedman Director Elections Board AGAINST 2
W.W. GRAINGER INC. April 24, 2024 Election of Directors Beatriz R. Perez Director Elections Board AGAINST 2
W.W. GRAINGER INC. April 24, 2024 Election of Directors Rodney C. Adkins Director Elections Board AGAINST 2
WALT DISNEY CO. April 3, 2024 COMPANY RECOMMENDED NOMINEE: Derica W. Rice Director Elections Board WITHHOLD 2
WALT DISNEY CO. April 3, 2024 Consideration of an advisory vote to approve the Company's executive compensation. Say-on-Pay Board AGAINST 2
WARNER BROS. DISCOVERY INC. June 3, 2024 Election of Directors: Kenneth W. Lowe Director Elections Board ABSTAIN 2
WARNER BROS. DISCOVERY INC. June 3, 2024 Election of Directors: Paul A. Gould Director Elections Board ABSTAIN 2
WARNER BROS. DISCOVERY INC. June 3, 2024 Election of Directors: Richard W. Fisher Director Elections Board ABSTAIN 2
WARNER BROS. DISCOVERY INC. June 3, 2024 To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan Compensation Board AGAINST 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
WARNER BROS. DISCOVERY INC. June 3, 2024 To vote on an advisory resolution to approve the 2023 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a"Say-on-Pay" vote Say-on-Pay Board AGAINST 2
1-800-FLOWERS.COM INC. December 14, 2023 Election of Directors: Leonard J. Elmore Director Elections Board ABSTAIN 1
1-800-FLOWERS.COM INC. December 14, 2023 To approve, on an advisory basis, the Company's executive compensation for its named executive officers Say-on-Pay Board AGAINST 1
23ANDME HLDG CO. September 6, 2023 Approve an amendment and restatement of the 23andMe Holding Co. 2021 Incentive Equity Plan to, among other things, increase the number of shares authorized for issuance thereunder Compensation Board AGAINST 1
23ANDME HLDG CO. September 6, 2023 Elect three Class II Directors Nominees: Neal Mohan Director Elections Board ABSTAIN 1
23ANDME HLDG CO. September 6, 2023 Elect three Class II Directors Nominees: Richard Scheller Director Elections Board ABSTAIN 1
23ANDME HLDG CO. September 6, 2023 Elect three Class II Directors Nominees: Valerie Montgomery Rice Director Elections Board ABSTAIN 1
A-MARK PRECIOUS METALS INC. November 15, 2023 Election of Directors: Jess M. Ravich Director Elections Board ABSTAIN 1
A.O. SMITH CORP. April 9, 2024 Election of Directors: Christopher L. Mapes Director Elections Board ABSTAIN 1
A.O. SMITH CORP. April 9, 2024 Election of Directors: Dr. Ilham Kadri Director Elections Board ABSTAIN 1
A.O. SMITH CORP. April 9, 2024 Election of Directors: Michael M. Larsen Director Elections Board ABSTAIN 1
A.O. SMITH CORP. April 9, 2024 Election of Directors: Victoria M. Holt Director Elections Board ABSTAIN 1
A.O. SMITH CORP. April 9, 2024 Proposal to ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of the corporation Audit-related Board AGAINST 1
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
ABM INDUSTRIES INC. March 27, 2024 Election of Directors Thomas M. Gartland Director Elections Board AGAINST 1
ACCOLADE INC. August 8, 2023 Election of Directors: Dawn Lepore Director Elections Board ABSTAIN 1
ACCOLADE INC. August 8, 2023 Election of Directors: Patricia Wadors Director Elections Board ABSTAIN 1
ADICET BIO INC. June 5, 2024 To amend the Adicet Bio, Inc. Second Amended and Restated 2018 Stock Option and Incentive Plan to increase the number of shares of common stock authorized for issuance under the plan by 5,000,000 shares of common stock Compensation Board AGAINST 1
ADICET BIO INC. June 5, 2024 To ratify, on a non-binding advisory basis, the compensation of our named executive officers Say-on-Pay Board AGAINST 1
ADVANCED DRAINAGE SYSTEMS, INC./WMS July 20, 2023 Ratification of the appointment of Deloitte & Touche LLP as the Company's Independent Registered Public Accounting Firm for fiscal year 2024 Audit-related Board AGAINST 1
AIR PRODUCTS AND CHEMICALS INC. January 25, 2024 Advisory vote approving the compensation of the Company's executive officers Say-on-Pay Board AGAINST 1
AIR PRODUCTS AND CHEMICALS INC. January 25, 2024 Election of Directors Charles Cogut Director Elections Board AGAINST 1
AIR PRODUCTS AND CHEMICALS INC. January 25, 2024 Election of Directors Edward L. Monser Director Elections Board AGAINST 1
AIR PRODUCTS AND CHEMICALS INC. January 25, 2024 Election of Directors Lisa A. Davis Director Elections Board AGAINST 1
AIR PRODUCTS AND CHEMICALS INC. January 25, 2024 Election of Directors Matthew H. Paull Director Elections Board AGAINST 1
AIR PRODUCTS AND CHEMICALS INC. January 25, 2024 Election of Directors Tonit M. Calaway Director Elections Board AGAINST 1
ALDEYRA THERAPEUTICS INC. June 4, 2024 Election of two Class I Directors: Ben R. Bronstein, M.D. Director Elections Board ABSTAIN 1
ALDEYRA THERAPEUTICS INC. June 4, 2024 Election of two Class I Directors: Nancy B. Miller-Rich Director Elections Board ABSTAIN 1
ALDEYRA THERAPEUTICS INC. June 4, 2024 To approve, on a non-binding, advisory basis, the compensation of Aldeyra Therapeutics, Inc.'s named executive officers Say-on-Pay Board AGAINST 1
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 To consider a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement Say-on-Pay Board AGAINST 1
ALPHABET INC. June 7, 2024 Election of ten Directors: Frances H. Arnold Director Elections Board AGAINST 1
ALPHABET INC. June 7, 2024 Election of ten Directors: John L. Hennessy Director Elections Board AGAINST 1
ALPHABET INC. June 7, 2024 Election of ten Directors: K. Ram Shriram Director Elections Board AGAINST 1
ALPHABET INC. June 7, 2024 Election of ten Directors: L. John Doerr Director Elections Board AGAINST 1
ALPHABET INC. June 7, 2024 Election of ten Directors: Robin L. Washington Director Elections Board AGAINST 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
ALTAGAS LTD. May 2, 2024 ADVISORY VOTE TO APPROVE THE COMPANY'S APPROACH TO EXECUTIVE COMPENSATION, AS DESCRIBED IN THE MANAGEMENT INFORMATION CIRCULAR DATED MARCH 7, 2024 Say-on-Pay Board AGAINST 1
ALTAGAS LTD. May 2, 2024 APPOINT ERNST & YOUNG LLP AS AUDITORS OF THE COMPANY AND AUTHORIZE THE DIRECTORS OF THE COMPANY TO FIX ERNST & YOUNG LLP'S REMUNERATION IN THAT CAPACITY Audit-related Board AGAINST 1
AMERICAN ASSETS TRUST INC. June 3, 2024 An advisory resolution to approve our executive compensation for the fiscal year ended December 31, 2023 Say-on-Pay Board AGAINST 1
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Joy L. Schaefer Director Elections Board ABSTAIN 1
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying Environment or Climate Shareholder Against FOR 1
AMERICAN VANGUARD CORP. June 6, 2024 Election of Directors Dr. Debra F. Edwards Director Elections Board AGAINST 1
AMERICAN VANGUARD CORP. June 6, 2024 Election of Directors Emer Gunter Director Elections Board AGAINST 1
AMERICAN VANGUARD CORP. June 6, 2024 Election of Directors Eric G. Wintemute Director Elections Board AGAINST 1
AMERICAN VANGUARD CORP. June 6, 2024 Election of Directors Scott D. Baskin Director Elections Board AGAINST 1
AMERICAN WATER WORKS COMPANY INC. May 15, 2024 Election of Directors Karl F. Kurz Director Elections Board AGAINST 1
AMERICAN WATER WORKS COMPANY INC. May 15, 2024 Ratification of the appointment, by the Audit, Finance and Risk Committee of the Board of Directors, of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2024 Audit-related Board AGAINST 1
ANDERSONS INC. May 9, 2024 Election of Directors: Catherine M. Kilbane Director Elections Board ABSTAIN 1
ANI PHARMACEUTICALS INC. May 21, 2024 Election of Director Thomas J. Haughey Director Elections Board AGAINST 1
ANTERO MIDSTREAM CORP. June 5, 2024 Class II Nominees: John C. Mollenkopf Director Elections Board ABSTAIN 1
ANTERO MIDSTREAM CORP. June 5, 2024 Class II Nominees: Michael N. Kennedy Director Elections Board ABSTAIN 1
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 Advisory Vote to Approve the Compensation of the Company's Named Executive Officers Say-on-Pay Board AGAINST 1
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 Election of Directors A.B. Krongard Director Elections Board AGAINST 1
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 Election of Directors Mitra Hormozi Director Elections Board AGAINST 1
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 Election of Directors Pamela Joyner Director Elections Board AGAINST 1
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 Election of Directors Walter (Jay) Clayton III Director Elections Board AGAINST 1
APPFOLIO INC. June 14, 2024 Advisory approval of the compensation of our named executive officers. Say-on-Pay Board WITHHOLD 1
APPFOLIO INC. June 14, 2024 Approve the AppFolio, Inc. 2025 Employee Stock Purchase Plan Capital Structure Board WITHHOLD 1
APPFOLIO INC. June 14, 2024 Approve the AppFolio, Inc. 2025 Employee Stock Purchase Plan. Compensation Board WITHHOLD 1
APPFOLIO INC. June 14, 2024 Approve the AppFolio, Inc. 2025 Omnibus Incentive Plan Compensation Board WITHHOLD 1
APPFOLIO INC. June 14, 2024 Approve the AppFolio, Inc. 2025 Omnibus Incentive Plan. Compensation Board WITHHOLD 1
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Timothy Bliss Director Elections Board WITHHOLD 1
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Timothy Bliss Director Elections Board ABSTAIN 1
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Winifred Webb Director Elections Board WITHHOLD 1
APPLE INC. February 28, 2024 A shareholder proposal entitled ''Racial and Gender Pay Gaps'' Diversity, Equity, and Inclusion Shareholder Against FOR 1
APPLOVIN CORP. June 5, 2024 Election of Directors: ALYSSA HARVEY DAWSON Director Elections Board WITHHOLD 1
APPLOVIN CORP. June 5, 2024 Election of Directors: CRAIG BILLINGS Director Elections Board WITHHOLD 1
APPLOVIN CORP. June 5, 2024 Election of Directors: HERALD CHEN Director Elections Board WITHHOLD 1
APPLOVIN CORP. June 5, 2024 Election of Directors: MARGARET GEORGIADIS Director Elections Board WITHHOLD 1
ARCUS BIOSCIENCES INC. June 6, 2024 'To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2024. Audit-related Board AGAINST 1
ASHLAND INC. January 23, 2024 The election of 9 director nominees Jerome A. Peribere Director Elections Board AGAINST 1
ASHLAND INC. January 23, 2024 The election of 9 director nominees Susan L. Main Director Elections Board AGAINST 1
ASHLAND INC. January 23, 2024 The election of 9 director nominees Suzan F. Harrison Director Elections Board AGAINST 1

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