Home › Asset managers › Series Portfolios Trust › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Series Portfolios 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
73 proposals. Every shareholder proposal Series Portfolios Trust backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Series Portfolios Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. | Other Social Issues | Shareholder | Against | FOR | 3 |
| 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 | 3 |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction | Environment or Climate | Shareholder | Against | FOR | 2 |
| MARKEL GROUP INC. | May 22, 2024 | Shareholder proposal for a report on the Company's greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 2 |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| 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 | 2 |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 2 |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding a report on Board oversight of risks related to discrimination, if properly presented at the Annual Meeting | Other Social Issues | Shareholder | Against | FOR | 2 |
| 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 |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Stockholder proposal regarding transperency in lobbying, if properly presented. | 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 |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Stockholder Proposal - Transparency in Political Contributions | Other Social Issues | Shareholder | Not determined | 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 |
| 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 | 1 |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. | Human Rights or Human Capital/workforce | 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 |
| CROWN HOLDINGS INC. | May 2, 2024 | Consideration of a Shareholder's proposal regarding transparency in political spending | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Shareholder proposal requiring that Dell Technologies Inc.'s website list any recipient of material donations from Dell Technologies Inc. | Other Social Issues | Shareholder | Against | FOR | 1 |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts | 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 |
| 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 "Just Transition" report. | Environment or Climate | Shareholder | Against | FOR | 1 |
| GILEAD SCIENCES INC. | May 8, 2024 | To vote on a stockholder proposal requesting that the Board issue a report detailing the risks and costs to the Company caused by opposing or otherwise altering Company policy in response to state policies regulating abortion, and detailing any strategies beyond litigation and legal compliance that the Company may deploy to minimize or mitigate these risks | 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 |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Corporate Giving Report | Other Social Issues | Shareholder | Against | FOR | 1 |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Disclosure of Director Donations | Other Social Issues | Shareholder | Against | FOR | 1 |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Political Contributions Congruency Analysis | Other Social Issues | Shareholder | Against | FOR | 1 |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment | Environment or Climate | Shareholder | Against | FOR | 1 |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Respecting Workforce Civil Liberties | Other Social Issues | 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 |
| JACK IN THE BOX INC. | March 1, 2024 | Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. | Environment or Climate | Shareholder | Against | FOR | 1 |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on group-housed pork, if properly presented. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on recyclability claims, if properly presented. | Environment or Climate | Shareholder | Not determined | FOR | 1 |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" | Other Social Issues | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Mandate for Third-Party Political Reporting | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Climate Risks to Retirement Plan Beneficiaries | Environment or Climate | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Gender-Based Compensation and Benefit Gaps | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Government Takedown Requests | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Risk from Omitting Ideology in EEO Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development | Other Social Issues | Shareholder | Against | FOR | 1 |
| MICROSOFT CORP. | December 7, 2023 | Report on Tax Transparency | Other Social Issues | Shareholder | Against | FOR | 1 |
| 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 | 1 |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| PACCAR INC. | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement | Environment or Climate | Shareholder | Against | FOR | 1 |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Global Transparency Report | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Created by the Company's Diversity, Equity and Inclusion Efforts | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss | Environment or Climate | Shareholder | Not determined | FOR | 1 |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks | Environment or Climate | Shareholder | Not determined | 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 |
| PNC FINANCIAL SERVICES GROUP INC. | April 24, 2024 | Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Annual Report on Operations in China | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Civil Rights Audit of Reverse Discrimination | Other Social Issues | Shareholder | Against | FOR | 1 |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | The Stockholder Proposal titled "Transparency in Political Spending" | Other Social Issues | Shareholder | Against | FOR | 1 |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on direct and systemic discrimination. | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on human rights policies. | Human Rights or Human Capital/workforce | Shareholder | Not determined | FOR | 1 |
| STARBUCKS CORP. | March 13, 2024 | Shareholder proposal requesting a report on plant-based milk pricing. | Other Social Issues | Shareholder | Not determined | 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 |
| WALT DISNEY CO. | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report | Other Social Issues | Shareholder | Not determined | FOR | 1 |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Corporate Financial Sustainability", if properly presented | Other Social Issues | Shareholder | Against | FOR | 1 |
| 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 | 1 |
| WESTLAKE CORP. | May 9, 2024 | A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans | Environment or Climate | Shareholder | Not determined | FOR | 1 |
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Built October 13, 2026 from SEC Form N-PX filings.