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Symmetry Panoramic Trust 2024-2025: 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

158 proposals. Every shareholder proposal Symmetry Panoramic Trust backed in 2024-2025 is listed here.

Symmetry Panoramic Trust, 2024-2025 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
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding a Divisive Partnerships Congruency Report, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 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
Oracle Corporation November 14, 2024 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder Against FOR 1
Otis Worldwide Corporation May 15, 2025 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder Against FOR 1
PPL Corporation May 16, 2025 Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets Environment or Climate Shareholder Against FOR 1
Palo Alto Networks, Inc. December 10, 2024 To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder Against FOR 1
PayPal Holdings, Inc. June 5, 2025 Stockholder Proposal - Report on Charitable Giving. Environment or Climate Shareholder Against FOR 1
PepsiCo, Inc. May 7, 2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder Against FOR 1
PepsiCo, Inc. May 7, 2025 Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate Shareholder Against FOR 1
PepsiCo, Inc. May 7, 2025 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder Against FOR 1
PepsiCo, Inc. May 7, 2025 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Against FOR 1
Pfizer Inc. April 24, 2025 Issue a Report Evaluating the Risks Related to Religious Discrimination Against Employees Environment or Climate Shareholder Against FOR 1
RTX Corporation May 1, 2025 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Against FOR 1
Skyworks Solutions, Inc. May 14, 2025 To approve a stockholder proposal regarding disclosure of Scope_x000D_ 3 greenhouse gas emissions. Environment or Climate Shareholder Not determined FOR 1
Starbucks Corporation March 12, 2025 Shareholder proposal requesting a report on human rights risks related to labor organizing Environment or Climate Shareholder Against FOR 1
Starbucks Corporation March 12, 2025 Shareholder proposal requesting an annual emissions congruency report Environment or Climate Shareholder Against FOR 1
Starbucks Corporation March 12, 2025 Shareholder proposal requesting an annual report on discrimination risks related to charitable giving Environment or Climate Shareholder Against FOR 1
Starbucks Corporation March 12, 2025 Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan Other Social Issues Shareholder Against FOR 1
State Street Corporation May 14, 2025 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate Shareholder Against FOR 1
Stryker Corporation May 8, 2025 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder Against FOR 1
Sysco Corporation November 15, 2024 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues Shareholder Against FOR 1
Teradyne, Inc. May 9, 2025 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder Against FOR 1
The Boeing Company April 24, 2025 Civil Rights Audit. Diversity, Equity, and Inclusion Shareholder Against FOR 1
The Boeing Company April 24, 2025 Report on DEI and Related Risks. Environment or Climate Shareholder Against FOR 1
The Coca-Cola Company April 30, 2025 Vote on shareowner proposal regard DEI goals in executive pay Environment or Climate Shareholder Against FOR 1
The Coca-Cola Company April 30, 2025 Vote on shareowner proposal regarding a report on brand image impacts Other Social Issues Shareholder Against FOR 1
The Coca-Cola Company April 30, 2025 Vote on shareowner proposal regarding a report on civil liberties in advertising services Environment or Climate Shareholder Against FOR 1
The Coca-Cola Company April 30, 2025 Vote on shareowner proposal regarding a report on food waste Environment or Climate Shareholder Against FOR 1
The Coca-Cola Company April 30, 2025 Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Environment or Climate Shareholder Against FOR 1
The Goldman Sachs Group, Inc. April 23, 2025 Shareholder Proposal Regarding DEI Goals in Executive Pay Incentives Environment or Climate Shareholder Against FOR 1
The Goldman Sachs Group, Inc. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate Shareholder Against FOR 1
The Goldman Sachs Group, Inc. April 23, 2025 Shareholder Proposal Regarding Racial Discrimination Audit Environment or Climate Shareholder Against FOR 1
The Kraft Heinz Company May 8, 2025 Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate Shareholder Against FOR 1
The Kraft Heinz Company May 8, 2025 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder Against FOR 1
The Procter & Gamble Company October 8, 2024 Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion Shareholder Against FOR 1
The Southern Company May 21, 2025 Stockholder proposal regarding a report on respecting workforce civil liberties Environment or Climate Shareholder Against FOR 1
The Southern Company May 21, 2025 Stockholder proposal regarding conducting a net zero audit Environment or Climate Shareholder Against FOR 1
The Walt Disney Company March 20, 2025 Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries. Environment or Climate Shareholder Against FOR 1
The Walt Disney Company March 20, 2025 Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. Environment or Climate Shareholder Against FOR 1
Tyler Technologies, Inc. May 6, 2025 Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder Against FOR 1
U.S. Bancorp April 15, 2025 A shareholder proposal regarding a report on board oversight of risks relating to discrimination. Environment or Climate Shareholder Against FOR 1
United Parcel Service, Inc. May 8, 2025 To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate Shareholder Against FOR 1
Verizon Communications Inc. May 22, 2025 Climate lobbying alignment Environment or Climate Shareholder Against FOR 1
Verizon Communications Inc. May 22, 2025 Discrimination in advertising services Environment or Climate Shareholder Against FOR 1
Verizon Communications Inc. May 22, 2025 Lead-sheathed cable report Environment or Climate Shareholder Against FOR 1
Visa Inc. January 28, 2025 Shareholder proposal on gender-based compensation gaps and associated risks. Environment or Climate Shareholder Against FOR 1
Visa Inc. January 28, 2025 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder Against FOR 1
Visa Inc. January 28, 2025 Shareholder proposal requesting a report on policy on merchant category codes. Other Social Issues Shareholder Against FOR 1
Wells Fargo & Company April 29, 2025 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 1
Wells Fargo & Company April 29, 2025 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 1
Wells Fargo & Company April 29, 2025 Shareholder Proposal - Energy Supply Ratio. Environment or Climate Shareholder Against FOR 1
Wells Fargo & Company April 29, 2025 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 1
Yum! Brands, Inc. May 15, 2025 Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate Shareholder Against FOR 1
Yum! Brands, Inc. May 15, 2025 Shareholder Proposal Regarding Report on Faith-Based Employee Resource Groups. Environment or Climate Shareholder Against FOR 1
Yum! Brands, Inc. May 15, 2025 Shareholder Proposal Regarding Workplace Safety Policies and Practices. Human Rights or Human Capital/workforce Shareholder Against FOR 1
lululemon athletica inc. June 11, 2025 Shareholder proposal requesting an annual report on discrimination risks related to charitable partnerships (if properly presented at the meeting). Environment or Climate Shareholder Against FOR 1

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