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Ultimus Managers Trust 2024-2025: where it broke with the board

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

533 proposals.

Ultimus Managers 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 recommendedUltimus Managers Trust votedFunds
Jackson Financial Inc. May 22, 2025 Election of Director: Drew E. Lawton Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Esta E. Stecher Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Gregory T. Durant Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Laura L. Prieskorn Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Lily Fu Claffee Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Marn J. Lippert Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Russell G. Noles Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Election of Director: Steven A. Kandarian Director Elections Board AGAINST 1
Jackson Financial Inc. May 22, 2025 Non-binding, Advisory Vote to approve execuve compensation Say-on-Pay Board AGAINST 1
L3HARRIS TECHNOLOGIES, INC. April 18, 2025 Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues Shareholder Against FOR 1
LEMONADE, INC. June 4, 2025 To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related Board AGAINST 1
LINAMAR CORP May 15, 2025 ELECTION OF DIRECTOR: MARK STODDART Director Elections Board AGAINST 1
LINAMAR CORP May 15, 2025 ELECTION OF DIRECTOR: TERRY REIDEL Director Elections Board AGAINST 1
LINCOLN NATIONAL CORPORATION May 22, 2025 Approval of amended 2020 Incentive Plan - add'l 1.75m shs Compensation Board AGAINST 1
LITHIA MOTORS, INC. April 24, 2025 Election of Director: Louis P. Miramontes Director Elections Board AGAINST 1
LITHIA MOTORS, INC. April 24, 2025 To approve, by an advisory vote, named executive officer compensation. Say-on-Pay Board AGAINST 1
MCDONALD'S CORPORATION May 20, 2025 Advisory Vote on Disclosure on Climate Transition Plans. More Details Capital Structure Board AGAINST 1
MCDONALD'S CORPORATION May 20, 2025 Advisory Vote on Report Related to Oversight of Advertising Risks. More Details Capital Structure Board AGAINST 1
MCDONALD'S CORPORATION May 20, 2025 Advisory Vote to Revisit DEI in Executive Compensation. More Details Capital Structure Board AGAINST 1
MEDTRONIC PLC October 17, 2024 Election of Director to hold office until the 2025 Annual General Meeting: Kendall J. Powell Director Elections Board AGAINST 1
MERCHANTS BANCORP May 15, 2025 A non-binding, advisory vote on the compensation of the Company's Named Executive Officers. Say-on-Pay Board AGAINST 1
MERCHANTS BANCORP May 15, 2025 Election of Director: 10. Anne E. Sellers Director Elections Board WITHHOLD 1
MERCHANTS BANCORP May 15, 2025 Election of Director: 2. Randall D. Rogers Director Elections Board WITHHOLD 1
MERCHANTS BANCORP May 15, 2025 Election of Director: 4. Thomas W. Dinwiddie Director Elections Board WITHHOLD 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
META PLATFORMS, INC. May 28, 2025 Election of Director: 1. Peggy Alford Director Elections Board WITHHOLD 1
META PLATFORMS, INC. May 28, 2025 Election of Director: 11. Hock E. Tan Director Elections Board WITHHOLD 1
META PLATFORMS, INC. May 28, 2025 Election of Director: 12. Tracey T. Travis Director Elections Board WITHHOLD 1
META PLATFORMS, INC. May 28, 2025 Election of Director: 14. Tony Xu Director Elections Board WITHHOLD 1
META PLATFORMS, INC. May 28, 2025 Election of Director: 2. Marc L. Andreessen Director Elections Board WITHHOLD 1
META PLATFORMS, INC. May 28, 2025 Election of Director: 6. Andrew W. Houston Director Elections Board WITHHOLD 1
META PLATFORMS, INC. May 28, 2025 To approve Meta Platforms, Inc.'s 2025 Equity Incentive Plan. Compensation Board AGAINST 1
MICROSOFT CORPORATION December 10, 2024 Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote"). More Details Compensation Board AGAINST 1
MICROSOFT CORPORATION December 10, 2024 Assessment of Investing in Bitcoin. More Details Compensation Board AGAINST 1
MICROSOFT CORPORATION December 10, 2024 Ratification of the Selection of Deloitte & Touche LLP as our Independent Auditor for Fiscal Year 2025. More Details Audit-related Board AGAINST 1
MITSUBISHI UFJ FINANCIAL GROUP, INC. June 27, 2025 Election of Outside Director: Takafumi Horie Director Elections Board AGAINST 1
MITSUBISHI UFJ FINANCIAL GROUP, INC. June 27, 2025 Election of Outside Director: Takashi Tachibana Director Elections Board AGAINST 1
MITSUBISHI UFJ FINANCIAL GROUP, INC. June 27, 2025 Election of Outside Director: Yuta Misaki Director Elections Board AGAINST 1
MITSUBISHI UFJ FINANCIAL GROUP, INC. June 27, 2025 Partial amendment to the Articles of Incorporation (Disclosure of financial risk audit by Audit & Supervisory Board) Audit-related Board AGAINST 1
MUELLER WATER PRODUCTS, INC. February 6, 2025 Election of Director: Brian C. Healy Director Elections Board AGAINST 1
MUELLER WATER PRODUCTS, INC. February 6, 2025 Election of Director: Jeffery S. Sharritts Director Elections Board AGAINST 1
MUELLER WATER PRODUCTS, INC. February 6, 2025 Election of Director: Thomas J. Hansen Director Elections Board AGAINST 1
MUELLER WATER PRODUCTS, INC. February 6, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
MUELLER WATER PRODUCTS, INC. February 6, 2025 To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending September 30, 2025. Audit-related Board AGAINST 1
Medtronic plc October 17, 2024 Approving, on an advisory basis, the Company's executive compensation. Say-on-Pay Board AGAINST 1
Medtronic plc October 17, 2024 Authorizing the Company and any subsidiary of the Company to make overseas market purchases of Medtronic ordinary shares. Capital Structure Board AGAINST 1
Medtronic plc October 17, 2024 Renewing the Board of Directors' authority to issue shares under Irish law. Capital Structure Board AGAINST 1
Medtronic plc October 17, 2024 Renewing the Board of Directors' authority to opt out of pre-emption rights under Irish law. Capital Structure Board AGAINST 1
Moody's Corporation April 15, 2025 Election of Directors: Leslie F. Seidman Director Elections Board AGAINST 1
NATURAL GROCERS BY VITAMIN COTTAGE, INC. March 5, 2025 TO RATIFY THE APPOINTMENT OF KPMG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2025. Audit-related Board AGAINST 1
NEXTRACKER INC. August 19, 2024 Election of Director: 2. Steven Mandel Director Elections Board WITHHOLD 1
NEXTRACKER INC. August 19, 2024 Election of Director: 3. Willy Shih Director Elections Board WITHHOLD 1
NEXTRACKER INC. August 19, 2024 The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
NEXTRACKER INC. August 19, 2024 The ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Carol A. Williams Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Catherine I. Slater Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Cheri Phyfer Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: David V. Clark, II Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Eric J. Foss Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Eugenio Garza y Garza Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Gordon J. Hardie Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Hari N. Nair Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Iain J. Mackay Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: John Humphrey Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 Election of Director: Samuel R. Chapin Director Elections Board AGAINST 1
O-I Glass, Inc. May 4, 2025 To approve the O-I Glass, Inc. Fifth Amended and Restated 2017 Incentive Award Plan Compensation Board AGAINST 1
O-I Glass, Inc. May 4, 2025 To approve, by advisory vote, the Company's named executive officer compensation Say-on-Pay Board AGAINST 1
ON SEMICONDUCTOR CORPORATION May 15, 2025 Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). Say-on-Pay Board AGAINST 1
OPEN TEXT CORP September 12, 2024 ELECTION OF DIRECTOR: ANN M. POWELL Director Elections Board AGAINST 1
OPEN TEXT CORP September 12, 2024 THE NON-BINDING SAY-ON-PAY RESOLUTION, THE FULL TEXT OF WHICH IS INCLUDED IN THE CIRCULAR, WITH OR WITHOUT VARIATION, ON THE COMPANY'S APPROACH TO EXECUTIVE COMPENSATION, AS MORE PARTICULARLY DESCRIBED IN THE CIRCULAR Say-on-Pay Board AGAINST 1
ORGANON & CO. June 10, 2025 Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers. Say-on-Pay Board AGAINST 1
ORGANON & CO. June 10, 2025 Ratify the appointment of PricewaterhouseCoopers LLP as Organon's independent registered public accounting firm for 2025. Audit-related Board AGAINST 1
PALO ALTO NETWORKS, INC. December 10, 2024 Election of Class I Director: Right Honorable Sir John Key Director Elections Board AGAINST 1
PALO ALTO NETWORKS, INC. December 10, 2024 To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 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
PALO ALTO NETWORKS, INC. December 10, 2024 To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for our fiscal year ending July 31, 2025. Audit-related Board AGAINST 1
PARKLAND CORPORATION May 6, 2025 ELECTION OF DIRECTOR: NORA DUKE Director Elections Board (inferred) ABSTAIN 1
PARKLAND CORPORATION May 6, 2025 ELECTION OF DIRECTOR: ROBERT ESPEY Director Elections Board (inferred) ABSTAIN 1
PG&E Corporation May 22, 2025 Advisory Vote to Approve Executive Compensation Say-on-Pay Board AGAINST 1
PG&E Corporation May 22, 2025 Approval of the 2025 PG&E Corporaon Employee Stock Purchase Plan Compensation Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Arno L. Harris Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Benjamin F. Wilson Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Carlos M. Hernandez Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Cheryl F. Campbell Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Edward G. Cannizzaro Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Jessica L. Denecour Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: John O. Larsen Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Kerry W. Cooper Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Leo P. Denault Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Mark E. Ferguson III Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Patricia K. Poppe Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: Rajat Bahr Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: W. Craig Fugate Director Elections Board AGAINST 1
PG&E Corporation May 22, 2025 Election of Director: William L. Smith Director Elections Board AGAINST 1
PLYMOUTH INDUSTRIAL REIT, INC. June 12, 2025 Election of Director: 5. Caitlin Murphy Director Elections Board WITHHOLD 1
PURE STORAGE, INC. June 11, 2025 An advisory vote on our named executive officer compensation. Say-on-Pay Board AGAINST 1

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Built November 1, 2026 from SEC Form N-PX filings.