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Ultimus Managers Trust 2025-2026: 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

22 proposals. Every shareholder proposal Ultimus Managers Trust backed in 2025-2026 is listed here.

Ultimus Managers Trust, 2025-2026 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
MICROSOFT CORPORATION December 5, 2025 Report on AI Data Usage Oversight Other Social Issues Shareholder Against FOR 5
ALPHABET INC. June 5, 2026 Shareholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder Against FOR 4
THE GOLDMAN SACHS GROUP, INC. April 29, 2026 Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues Shareholder Against FOR 2
ARCBEST CORPORATION April 24, 2026 A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate Shareholder Against FOR 1
BERKSHIRE HATHAWAY INC. May 2, 2026 Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Diversity, Equity, and Inclusion Shareholder Against FOR 1
BJ'S WHOLESALE CLUB HOLDINGS, INC. June 18, 2026 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 1
GILEAD SCIENCES, INC. April 30, 2026 To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on patient access, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
HCA HEALTHCARE, INC. April 23, 2026 Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce Shareholder Against FOR 1
JPMORGAN CHASE & CO. May 19, 2026 Sustainability ROI report Environment or Climate Shareholder Against FOR 1
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues Shareholder Against FOR 1
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder Against FOR 1
META PLATFORMS, INC. May 27, 2026 A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Diversity, Equity, and Inclusion Shareholder Against FOR 1
MICROSOFT CORPORATION December 5, 2025 European Security Program Censorship Risk Audit Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 5, 2025 Report on AI Data Usage Oversight Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 5, 2025 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 1
MICROSOFT CORPORATION December 5, 2025 Report on Human Rights Due Diligence Human Rights or Human Capital/workforce Shareholder Against FOR 1
MICROSOFT CORPORATION December 5, 2025 Report on Risks of Censorship in Generative Artificial Intelligence Other Social Issues Shareholder Against FOR 1
MONDELEZ INTERNATIONAL, INC. May 20, 2026 Shareholder proposal requesting a report on objective evaluation of plastics packaging policies Environment or Climate Shareholder Against FOR 1
NVIDIA CORPORATION June 24, 2026 Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Human Rights or Human Capital/workforce Shareholder Against FOR 1
O'REILLY AUTOMOTIVE, INC. May 14, 2026 Shareholder proposal entitled ""Avoid Brand Damage due to Corporate Political Spending."" Other Social Issues Shareholder Against FOR 1
TERADYNE, INC. May 9, 2025 SH: Report on political contributions and expenditures Other Social Issues Shareholder Against FOR 1
TYSON FOODS, INC. February 5, 2026 Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. Other Social Issues Shareholder Against FOR 1

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Built October 13, 2026 from SEC Form N-PX filings.