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Symmetry Panoramic Trust 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Symmetry Panoramic 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 Symmetry Panoramic Trust backed in 2023-2024 is listed here.

Symmetry Panoramic 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 recommendedSymmetry Panoramic Trust votedFunds
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder Against FOR 2
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder Against FOR 2
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 2
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder Against FOR 2
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder Against FOR 2
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder Against FOR 2
APPLE INC. February 28, 2024 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder Against FOR 2
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder Against FOR 2
AUTONATION INC. April 24, 2024 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder Against FOR 2
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 2
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on adoption of automation. Other Social Issues Shareholder Against FOR 2
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder Against FOR 2
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. Diversity, Equity, and Inclusion Shareholder Against FOR 2
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 2
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 2
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 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
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 2
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 2
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder Against FOR 2
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 2
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 2
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators Human Rights or Human Capital/workforce Shareholder Against FOR 2
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 2
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 2
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 2
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues 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
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 2
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder Against FOR 2
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 2
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder Not determined FOR 2
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder Against FOR 2
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder Against FOR 2
PACCAR INC. April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder Against FOR 2
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 2
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 2
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 2
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 2
WALMART INC. June 5, 2024 Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Against FOR 2
WALMART INC. June 5, 2024 Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues Shareholder Against FOR 2
WALMART INC. June 5, 2024 Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Against FOR 2
WALMART INC. June 5, 2024 Workplace Safety & Violence Review Human Rights or Human Capital/workforce Shareholder Against FOR 2
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 2
AMAZON.COM INC. May 22, 2024 Commission a Third Party Audit on Working Conditions Human Rights or Human Capital/workforce Shareholder Against FOR 1
CENTENE CORP. May 14, 2024 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. 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
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
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
META PLATFORMS INC. May 29, 2024 Report on Child Safety and Harm Reduction Other Social Issues 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
NVR INC. May 7, 2024 Shareholder proposal to expand political spending disclosure. Other Social Issues Shareholder Against FOR 1
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
ROSS STORES INC. May 22, 2024 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Commission Third-Party Audit Assessing Use of Child Labor in Company's Value Chain Human Rights or Human Capital/workforce Shareholder Against FOR 1

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Built October 18, 2026 from SEC Form N-PX filings.