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Two kinds of vote are listed: a board-sponsored proposal Ultimus Managers 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
31 proposals. Every shareholder proposal Ultimus Managers Trust backed in 2024-2025 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Ultimus Managers Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 5 |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight | Other Social Issues | Shareholder | Against | FOR | 5 |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" | Other Social Issues | Shareholder | Against | FOR | 5 |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" | Other Social Issues | Shareholder | Against | FOR | 5 |
| FEDEX CORPORATION | September 23, 2024 | Stockholder proposal regarding a Just Transition report. | Environment or Climate | Shareholder | Against | FOR | 4 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on AI Data Sourcing Accountability. | Other Social Issues | Shareholder | Against | FOR | 4 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on AI Misinformation and Disinformation. | Other Social Issues | Shareholder | Against | FOR | 4 |
| MICROSOFT CORPORATION | December 10, 2024 | Report on Risks of Weapons Development. | Other Social Issues | Shareholder | Against | FOR | 4 |
| NVIDIA CORPORATION | June 25, 2025 | Approval of a stockholder proposal to modify existing reporting on workforce data. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 4 |
| PEPSICO, INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 4 |
| WELLS FARGO & COMPANY | April 29, 2025 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 4 |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 19, 2025 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 3 |
| CROWN HOLDINGS, INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 3 |
| GILEAD SCIENCES, INC. | May 7, 2025 | To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 3 |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying | Other Social Issues | Shareholder | Against | FOR | 3 |
| MICROCHIP TECHNOLOGY INCORPORATED | August 20, 2024 | 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. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| TEXAS ROADHOUSE,INC. | May 15, 2025 | An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| WALMART INC. | June 5, 2025 | Racial Equity Audit | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 2 |
| AMAZON.COM, INC. | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS | Other Social Issues | Shareholder | Against | FOR | 1 |
| AMAZON.COM, INC. | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| CASEY'S GENERAL STORES, INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. More Details | Environment or Climate | Shareholder | For | FOR | 1 |
| GILEAD SCIENCES, INC. | May 7, 2025 | To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| HCA HEALTHCARE, INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding report on acquisition strategy. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| L3HARRIS TECHNOLOGIES, INC. | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. | Other Social Issues | Shareholder | Against | FOR | 1 |
| META PLATFORMS, INC. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. | Other Social Issues | 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 |
| TERADYNE, INC. | May 9, 2025 | SH: Report on political contributions and expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
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Built October 18, 2026 from SEC Form N-PX filings.