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987 proposals in the 2023-2024 proxy season: Managed Portfolio Series voted against, or withheld its votes from, 889 proposals put forward by company boards, and voted for 98 shareholder proposals, by its own Form N-PX filings.
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 |
|---|---|---|---|---|---|---|---|
| SITIO ROYALTIES CORP. | May 14, 2024 | Election of Directors John R. ("J.R.") Sult | Director Elections | Board | WITHHOLD | 1 | |
| SJW GROUP | June 20, 2024 | Election of Directors Carl Guardino | Director Elections | Board | AGAINST | 1 | |
| SJW GROUP | June 20, 2024 | Election of Directors Carol P. Wallace | Director Elections | Board | AGAINST | 1 | |
| SJW GROUP | June 20, 2024 | Election of Directors Denise L. Kruger | Director Elections | Board | AGAINST | 1 | |
| SJW GROUP | June 20, 2024 | Election of Directors Heather Hunt | Director Elections | Board | AGAINST | 1 | |
| SJW GROUP | June 20, 2024 | Election of Directors Mary Ann Hanley | Director Elections | Board | AGAINST | 1 | |
| SJW GROUP | June 20, 2024 | Election of Directors Rebecca Armendariz Klein | Director Elections | Board | AGAINST | 1 | |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | Election of Directors: Leslie T. Thornton | Director Elections | Board | ABSTAIN | 1 | |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | To Ratify the Selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for fiscal year 2024 | Audit-related | Board | AGAINST | 1 | |
| SPECTRUM BRANDS HOLDINGS INC. | August 8, 2023 | Election of the three Class I Directors and two Class II Directors Hugh R. Rovit | Director Elections | Board | AGAINST | 1 | |
| SPECTRUM BRANDS HOLDINGS INC. | August 8, 2023 | Election of the three Class I Directors and two Class II Directors Sherianne James | Director Elections | Board | AGAINST | 1 | |
| SPIRE INC. | January 25, 2024 | Election of Directors: Maria V. Fogarty | Director Elections | Board | ABSTAIN | 1 | |
| SPIRE INC. | January 25, 2024 | Ratify the appointment of Deloitte & Touche LLP as our independent registered public accountant for the 2024 fiscal year | Audit-related | Board | AGAINST | 1 | |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of SS&C Technologies Holdings, Inc. Amended and Restated 2023 Stock Incentive Plan | Compensation | Board | AGAINST | 1 | |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers | Say-on-Pay | Board | AGAINST | 1 | |
| STANDEX INTERNATIONAL CORP. | October 24, 2023 | To elect the following Directors: Class II - for a three-year term expiring in 2026 Charles H. Cannon, Jr | Director Elections | Board | AGAINST | 1 | |
| STANDEX INTERNATIONAL CORP. | October 24, 2023 | To elect the following Directors: Class II - for a three-year term expiring in 2026 David Dunbar | Director Elections | Board | AGAINST | 1 | |
| STANDEX INTERNATIONAL CORP. | October 24, 2023 | To elect the following Directors: Class II - for a three-year term expiring in 2026 Michael A. Hickey | Director Elections | Board | AGAINST | 1 | |
| STANLEY BLACK & DECKER INC. | April 26, 2024 | Election of Director: Irving Tan | Director Elections | Board | ABSTAIN | 1 | |
| STARBUCKS CORP. | March 13, 2024 | SOC Group nominee OPPOSED by Starbucks: Hon. Joshua Gotbaum | Director Elections | Board | WITHHOLD | 1 | |
| STARBUCKS CORP. | March 13, 2024 | SOC Group nominee OPPOSED by Starbucks: Maria Echaveste | Director Elections | Board | WITHHOLD | 1 | |
| STARBUCKS CORP. | March 13, 2024 | SOC Group nominee OPPOSED by Starbucks: Wilma B. Liebman | Director Elections | Board | WITHHOLD | 1 | |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors Timothy C. E. Brown | Director Elections | Board | AGAINST | 1 | |
| STOCKLAND | October 16, 2023 | RE-ELECTION OF ANDREW STEVENS AS A DIRECTOR | Director Elections | Board | AGAINST | 1 | |
| STOCKLAND | October 16, 2023 | RE-ELECTION OF TOM POCKETT AS A DIRECTOR | Director Elections | Board | AGAINST | 1 | |
| STONEX GROUP INC. | August 10, 2023 | To approve the advisory (non-binding) vote on the frequency of the advisory vote on executive compensation | Say-on-Pay | Board | ABSTAIN | 1 | |
| STONEX GROUP INC. | February 27, 2024 | Election of Directors Eric Parthemore | Director Elections | Board | WITHHOLD | 1 | |
| STONEX GROUP INC. | February 27, 2024 | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the 2024 fiscal year. | Audit-related | Board | AGAINST | 1 | |
| SUTRO BIOPHARMA INC. | June 6, 2024 | Election of Class III Directors: Daniel H. Petree | Director Elections | Board | ABSTAIN | 1 | |
| SUTRO BIOPHARMA INC. | June 6, 2024 | To approve the amendment of our 2018 Employee Stock Purchase Plan (the "ESPP") to (i) increase the overall limit on the number of shares that may be issued under our ESPP throughout its ten-year term, and (ii) make certain non-substantive clarifying revisions. | Capital Structure | Board | AGAINST | 1 | |
| SVENSKA HANDELSBANKEN AB | March 20, 2024 | APPROVE PROPOSAL CONCERNING THE APPOINTMENT OF AUDITORS IN FOUNDATIONS WITHOUT OWN MANAGEMENT | Audit-related | Board | ABSTAIN | 1 | |
| SYNAPTICS INC. | October 24, 2023 | Election of Directors Nelson C. Chan | Director Elections | Board | AGAINST | 1 | |
| SYNAPTICS INC. | October 24, 2023 | Proposal to approve, on a non-binding advisory basis, the compensation of the Company's Named Executive Officers. | Say-on-Pay | Board | AGAINST | 1 | |
| TAIWAN SEMICONDUCTOR MFG. CO. LTD. | June 4, 2024 | DIRECTOR: Ming-Hsin Kung* | Director Elections | Board | ABSTAIN | 1 | |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Approval of an amendment and restatement of the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan | Compensation | Board | AGAINST | 1 | |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Election Of Directors Ellen Siminoff | Director Elections | Board | AGAINST | 1 | |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Election Of Directors J Moses | Director Elections | Board | AGAINST | 1 | |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Election Of Directors Laverne Srinivasan | Director Elections | Board | AGAINST | 1 | |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Election Of Directors Michael Dornemann | Director Elections | Board | AGAINST | 1 | |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Election Of Directors Michael Sheresky | Director Elections | Board | AGAINST | 1 | |
| TC ENERGY CORP. | June 4, 2024 | Resolution to appoint KPMG LLP, Chartered Professional Accountants as auditor and authorize the directors to fix their remuneration. | Audit-related | Board | WITHHOLD | 1 | |
| TELSTRA GROUP LTD. | October 17, 2023 | RE-ELECTION OF DIRECTOR: BRIDGET LOUDON | Director Elections | Board | AGAINST | 1 | |
| TELSTRA GROUP LTD. | October 17, 2023 | RE-ELECTION OF DIRECTOR: ELANA RUBIN AM | Director Elections | Board | AGAINST | 1 | |
| TELSTRA GROUP LTD. | October 17, 2023 | RE-ELECTION OF DIRECTOR: MAXINE BRENNER | Director Elections | Board | AGAINST | 1 | |
| TERNA - RETE ELETTRICA NAZIONALE SOCIETA' PER AZIO | May 10, 2024 | REPORT ON THE EMOLUMENT POLICY AND REMUNERATION PAID: SECOND SECTION: REPORT ON REMUNERATION PAID (NON-BINDING RESOLUTION) | Say-on-Pay | Board | AGAINST | 1 | |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors Dennis Polk | Director Elections | Board | AGAINST | 1 | |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors Douglas M. Pasquale | Director Elections | Board | AGAINST | 1 | |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors LeRoy E. Carlson | Director Elections | Board | AGAINST | 1 | |
| TETRA TECH INC. | February 29, 2024 | Election of Directors Christiana Obiaya | Director Elections | Board | AGAINST | 1 | |
| TETRA TECH INC. | February 29, 2024 | Election of Directors Joanne M. Maguire | Director Elections | Board | AGAINST | 1 | |
| TETRA TECH INC. | February 29, 2024 | Election of Directors Kimberly E. Ritrievi | Director Elections | Board | AGAINST | 1 | |
| TETRA TECH INC. | February 29, 2024 | Election of Directors Prashant Gandhi | Director Elections | Board | AGAINST | 1 | |
| TETRA TECH INC. | February 29, 2024 | To ratify the appointment of Pricewaterhousecoopers LLP as the Company's independent registered public accounting firm for fiscal year 2024 | Audit-related | Board | AGAINST | 1 | |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To approve, by non-binding advisory vote, the executive compensation paid to our named executive officers | Say-on-Pay | Board | AGAINST | 1 | |
| THERMON GROUP HOLDINGS INC. | July 31, 2023 | Election of Directors: John Clarke | Director Elections | Board | ABSTAIN | 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 |
| TIPTREE INC. | April 30, 2024 | Election of two Class II Directors: Dominique Mielle | Director Elections | Board | ABSTAIN | 1 | |
| TIPTREE INC. | April 30, 2024 | Election of two Class II Directors: Michael G. Barnes | Director Elections | Board | ABSTAIN | 1 | |
| TIPTREE INC. | April 30, 2024 | To ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024 | Audit-related | Board | AGAINST | 1 | |
| TRANSURBAN GROUP | October 19, 2023 | TO RE-ELECT A DIRECTOR: MARK BIRRELL (THL AND TIL ONLY) | Director Elections | Board | AGAINST | 1 | |
| TRANSURBAN GROUP | October 19, 2023 | TO RE-ELECT A DIRECTOR: PATRICIA CROSS (THL AND TIL ONLY) | Director Elections | Board | AGAINST | 1 | |
| TRAVEL + LEISURE CO. | May 15, 2024 | A non-binding, advisory resolution to approve our executive compensation program. | Say-on-Pay | Board | AGAINST | 1 | |
| TRIMAS CORP. | May 14, 2024 | Election of Directors: Daniel P. Tredwell | Director Elections | Board | ABSTAIN | 1 | |
| TRIPADVISOR INC. | June 11, 2024 | Election of Directors: Gregory B. Maffei | Director Elections | Board | ABSTAIN | 1 | |
| TRIPADVISOR INC. | June 11, 2024 | Election of Directors: Jane Jie Sun | Director Elections | Board | ABSTAIN | 1 | |
| TRIPADVISOR INC. | June 11, 2024 | Election of Directors: Jeremy Philips | Director Elections | Board | ABSTAIN | 1 | |
| TRIPADVISOR INC. | June 11, 2024 | Election of Directors: Robert S. Wiesenthal | Director Elections | Board | ABSTAIN | 1 | |
| TRUBRIDGE INC. | May 9, 2024 | To approve on a non-binding advisory basis the compensation of the Company's named executive officers (''NEOs'') | Say-on-Pay | Board | AGAINST | 1 | |
| TRUBRIDGE INC. | May 9, 2024 | To elect two Class I directors to serve on the Board of Directors of the Company for three-year terms expiring at the 2027 Annual Meeting of Stockholders Mark V. Anquillare | Director Elections | Board | AGAINST | 1 | |
| TRUBRIDGE INC. | May 9, 2024 | To ratify the appointment of Grant Thornton LLP as the Company's independent registered public accountants for the year ending December 31, 2024 | Audit-related | Board | AGAINST | 1 | |
| TTEC HOLDINGS INC. | May 22, 2024 | Election of Director Nominees Robert N. Frerichs | Director Elections | Board | WITHHOLD | 1 | |
| TUTOR PERINI CORP. | May 22, 2024 | Approve the compensation of the Company's named executive officers on an advisory (non-binding) basis | Say-on-Pay | Board | AGAINST | 1 | |
| TUTOR PERINI CORP. | May 22, 2024 | Election of Directors: Peter Arkley | Director Elections | Board | ABSTAIN | 1 | |
| TUTOR PERINI CORP. | May 22, 2024 | Election of Directors: Robert C. Lieber | Director Elections | Board | ABSTAIN | 1 | |
| TYSON FOODS INC. | February 8, 2024 | Election of directors Barbara A. Tyson | Director Elections | Board | AGAINST | 1 | |
| TYSON FOODS INC. | February 8, 2024 | Election of directors David J. Bronczek | Director Elections | Board | AGAINST | 1 | |
| TYSON FOODS INC. | February 8, 2024 | Election of directors John H. Tyson | Director Elections | Board | AGAINST | 1 | |
| TYSON FOODS INC. | February 8, 2024 | Election of directors Les R. Baledge | Director Elections | Board | AGAINST | 1 | |
| TYSON FOODS INC. | February 8, 2024 | Election of directors Mike Beebe | Director Elections | Board | AGAINST | 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 |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Election of Directors: David Trujillo | Director Elections | Board | AGAINST | 1 | |
| UGI CORP. | January 26, 2024 | Advisory Vote on Executive Compensation | Say-on-Pay | Board | AGAINST | 1 | |
| UNITED NATURAL FOODS INC. | December 19, 2023 | Election of Directors Denise M. Clark | Director Elections | Board | AGAINST | 1 | |
| UNITED NATURAL FOODS INC. | December 19, 2023 | Election of Directors Gloria R. Boyland | Director Elections | Board | AGAINST | 1 | |
| UNITED NATURAL FOODS INC. | December 19, 2023 | To approve the Third Amended and Restated 2020 Equity Incentive Plan. | Compensation | Board | AGAINST | 1 | |
| UNITED UTILITIES GROUP PLC | July 21, 2023 | TO REAPPOINT SIR DAVID HIGGINS AS A DIRECTOR | Director Elections | Board | AGAINST | 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 |
| UNIVERSAL HEALTH SERVICES INC. | May 15, 2024 | Proposal to approve an amendment of the Company's Amended and Restated 2020 Omnibus Stock and Incentive Plan | Compensation | Board | AGAINST | 1 | |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Election of twelve directors Scott P. Callahan | Director Elections | Board | AGAINST | 1 | |
| URSTADT BIDDLE PROPERTIES INC. | August 16, 2023 | Compensation Proposal: To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Urstadt Biddle's named executive officers that is based on or otherwise relates to the mergers | Say-on-Pay | Board | AGAINST | 1 | |
| USANA HEALTH SCIENCES INC. | May 6, 2024 | Election of Directors: Gilbert A. Fuller | Director Elections | Board | ABSTAIN | 1 | |
| V.F. CORP. | July 25, 2023 | Election of Directors Alex Cho | Director Elections | Board | ABSTAIN | 1 | |
| V.F. CORP. | July 25, 2023 | Election of Directors Clarence Otis, Jr | Director Elections | Board | ABSTAIN | 1 | |
| V.F. CORP. | July 25, 2023 | Election of Directors Juliana L. Chugg | Director Elections | Board | ABSTAIN | 1 | |
| V.F. CORP. | July 25, 2023 | Election of Directors Richard T. Carucci | Director Elections | Board | ABSTAIN | 1 | |
| V.F. CORP. | July 25, 2023 | Election of Directors W. Rodney Mcmullen | Director Elections | Board | ABSTAIN | 1 | |
| VAALCO ENERGY INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers | Say-on-Pay | Board | AGAINST | 1 |
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Built November 7, 2026 from SEC Form N-PX filings.