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OPTIMUM FUND TRUST 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal OPTIMUM FUND 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

65 proposals. Every shareholder proposal OPTIMUM FUND TRUST backed in 2023-2024 is listed here.

OPTIMUM FUND 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 recommendedOPTIMUM FUND TRUST votedFunds
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target. Environment or Climate Shareholder Against FOR 2
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 2
DICK'S SPORTING GOODS INC. June 12, 2024 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder Against FOR 2
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 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 AI misinformation and disinformation risks 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 TOWER CORP. May 22, 2024 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 1
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of AI. Other Social Issues Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 1
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder Against FOR 1
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 1
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
BOEING CO. May 17, 2024 Report on Climate Lobbying. 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
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder Against FOR 1
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues Shareholder Against FOR 1
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 1
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues 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 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
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 1
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. Diversity, Equity, and Inclusion Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 1
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder Against FOR 1
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate 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
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. Other Social Issues Shareholder Against 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 (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 1
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 1
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, Report on Netflix s Use of Artificial Intelligence, if properly presented at the meeting. 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
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal Environment or Climate Shareholder Against FOR 1
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion Shareholder Against FOR 1
PAPA JOHN'S INTERNATIONAL INC. May 2, 2024 Stockholder proposal regarding pork housing disclosure. Other Social Issues Shareholder Against FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues 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
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder Against FOR 1
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate Shareholder Against FOR 1
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce Shareholder Against FOR 1
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder Not determined FOR 1
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues 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 corporate climate lobbying. 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
VERIZON COMMUNICATIONS INC. May 9, 2024 Lobbying activities report Other Social Issues Shareholder Not determined 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
WINGSTOP INC. May 23, 2024 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate Shareholder Against FOR 1

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