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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

532 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
WEATHERFORD INTERNATIONAL PLC June 11, 2025 Election of Director: Neal P. Goldman Director Elections Board AGAINST 1
WEX INC. May 15, 2025 Election of Director for one-year term: Jack VanWoerkom Director Elections Board AGAINST 1
WEX INC. May 15, 2025 Election of Director for one-year term: James (Jim) Neary Director Elections Board AGAINST 1
WEX INC. May 15, 2025 Election of Director for one-year term: Melissa Smith Director Elections Board AGAINST 1
WINTRUST FINANCIAL CORPORATION May 22, 2025 Election of Director: Peter D. Crist Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Approval of the Amended and Restated 2021 Omnibus Incentive Plan. Compensation Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Approval of the Amended and Restated Walgreens Boots Alliance, Inc. Employee Stock Purchase Plan. Compensation Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Bryan C. Hanson Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Ginger L. Graham Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Inderpal S. Bhandari Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Janice M. Babiak Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: John A. Lederer Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Nancy M. Schlichting Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Robert L. Huffines Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Stefano Pessina Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Thomas E. Polen Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Timothy C. Wentworth Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: Valerie B. Jarrett Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Election of Director: William H. Shrank, M.D. Director Elections Board AGAINST 1
Walgreens Boots Alliance, Inc. January 30, 2025 Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2025 Audit-related Board AGAINST 1
XYLEM INC. May 13, 2025 Advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
XYLEM INC. May 13, 2025 Election of Director: Jerome A. Peribere Director Elections Board AGAINST 1
XYLEM INC. May 13, 2025 Election of Director: Mark D. Morelli Director Elections Board AGAINST 1
XYLEM INC. May 13, 2025 Election of Director: Robert F. Friel Director Elections Board AGAINST 1
XYLEM INC. May 13, 2025 Election of Director: Uday Yadav Director Elections Board AGAINST 1
XYLEM INC. May 13, 2025 Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related Board AGAINST 1
ZILLOW GROUP, INC. June 2, 2025 Ratification of the Appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2025 Audit-related Board AGAINST 1
ZOOM COMMUNICATIONS, INC. June 12, 2025 Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. Say-on-Pay Board AGAINST 1
ZOOM COMMUNICATIONS, INC. June 12, 2025 Election of Director: 1. William R. McDermott Director Elections Board WITHHOLD 1
ZOOM COMMUNICATIONS, INC. June 12, 2025 Election of Director: 2. Michael Fenger Director Elections Board WITHHOLD 1
ZOOM COMMUNICATIONS, INC. June 12, 2025 Election of Director: 3. Santiago Subotovsky Director Elections Board WITHHOLD 1

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Built November 7, 2026 from SEC Form N-PX filings.