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UNIFIED SERIES TRUST 2024-2025: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal UNIFIED SERIES 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

85 proposals. Every shareholder proposal UNIFIED SERIES TRUST backed in 2024-2025 is listed here.

UNIFIED SERIES 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 recommendedUNIFIED SERIES TRUST votedFunds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on AI data usage oversight Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on charitable partnerships Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on risks of discrimination in GenAI Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a request to cease CEI participation Other Social Issues Shareholder Against FOR 1
AMAZON.COM, INC. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS Other Social Issues Shareholder Against FOR 1
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 AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder Against FOR 1
BANK OF AMERICA CORPORATION April 22, 2025 Shareholder proposal requesting report on board oversight of risks related to animal welfare Environment or Climate Shareholder Against FOR 1
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit. Other Social Issues Shareholder Against FOR 1
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate Shareholder Against FOR 1
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. Diversity, Equity, and Inclusion Shareholder Against FOR 1
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities. Environment or Climate Shareholder Against FOR 1
BRISTOL-MYERS SQUIBB COMPANY May 6, 2025 Shareholder Proposal on Corporate Financial Sustainability Other Social Issues Shareholder Against FOR 1
BRISTOL-MYERS SQUIBB COMPANY May 6, 2025 Shareholder Proposal on a Request to Cease DEI Efforts Other Social Issues Shareholder Against FOR 1
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Report on Employee Charitable Giving Match Other Social Issues Shareholder Against FOR 1
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Request to Cease DEI Efforts Other Social Issues Shareholder Against FOR 1
CHARTER COMMUNICATIONS, INC. April 22, 2025 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 1
CHEVRON CORPORATION May 28, 2025 Report on Renewable Energy Stranded Asset Risks Environment or Climate Shareholder Against FOR 1
CINTAS CORPORATION October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metrics, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 1
CINTAS CORPORATION October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 1
CONOCOPHILLIPS May 13, 2025 Remove Emissions Reduction Targets. Environment or Climate Shareholder Against FOR 1
COSTCO WHOLESALE CORPORATION January 23, 2025 Shareholder proposal requesting report on the risks of maintaining DEI efforts. Other Social Issues Shareholder Against FOR 1
DEERE & COMPANY February 26, 2025 Shareholder proposal on a report on charitable giving Other Social Issues Shareholder Against FOR 1
DEERE & COMPANY February 26, 2025 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Human Rights or Human Capital/workforce Shareholder Against FOR 1
DEERE & COMPANY February 26, 2025 Shareholder proposal on a report on racial and gender hiring statistics Other Social Issues Shareholder Against FOR 1
DOLLAR GENERAL CORPORATION May 29, 2025 To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce Shareholder Against FOR 1
DOLLAR GENERAL CORPORATION May 29, 2025 To vote on a shareholder proposal to publish a food waste transparency report. Other Social Issues Shareholder Against FOR 1
DOMINION ENERGY, INC. May 7, 2025 Shareholder Proposal Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives Environment or Climate Shareholder Against FOR 1
GENERAL DYNAMICS CORPORATION May 7, 2025 Shareholder Proposal - Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Against FOR 1
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 1
GILEAD SCIENCES, INC. May 7, 2025 To vote on a stockholder proposal requesting a report on the risks of the Company's DEI practices for contractors, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against 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
General Mills, Inc. September 24, 2024 Disclose Regenerative Agriculture Practices Within Supply Chain Environment or Climate Shareholder Against FOR 1
General Mills, Inc. September 24, 2024 Report on Efforts to Reduce Plastic Use Environment or Climate Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder Against FOR 1
JOHNSON & JOHNSON April 24, 2025 Produce a human rights impact assessment Human Rights or Human Capital/workforce Shareholder Against FOR 1
LOCKHEED MARTIN CORPORATION May 9, 2025 Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy Other Social Issues Shareholder Against FOR 1
LOCKHEED MARTIN CORPORATION May 9, 2025 Stockholder Proposal Requesting a Report on Hiring/Recruitment Discrimination Other Social Issues Shareholder Against FOR 1
LYFT, INC. June 5, 2025 Stockholder proposal regarding an assessment of Lyft's use of artificial intelligence, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
MASTERCARD INCORPORATED June 24, 2025 Consideration of a stockholder proposal requesting a report on affirmative action risks Other Social Issues Shareholder Against FOR 1
MCDONALD'S CORPORATION May 20, 2025 Advisory Vote on Report Related to Oversight of Advertising Risks. Other Social Issues Shareholder Against FOR 1
MCDONALD'S CORPORATION May 20, 2025 Advisory Vote to Revisit DEI in Executive Compensation. Other Social Issues Shareholder Against FOR 1
MERCK & CO., INC. May 27, 2025 Shareholder proposal regarding a report on civil liberties in advertising services. Other Social Issues Shareholder Against FOR 1
MERCK & CO., INC. May 27, 2025 Shareholder proposal to revisit DEI goals in executive pay incentives. Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 10, 2024 Assessment of Investing in Bitcoin. Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 10, 2024 Report on AI Data Sourcing Accountability. Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 10, 2024 Report on AI Misinformation and Disinformation. Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 10, 2024 Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. Other Social Issues Shareholder Against FOR 1
MICROSOFT CORPORATION December 10, 2024 Report on Data Operations in Human Rights Hotspots. Human Rights or Human Capital/workforce Shareholder Against FOR 1
NATIONAL BEVERAGE CORP. October 4, 2024 Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 Report on Effectiveness of Supply Chain Management on Equity Goals and Human Rights Commitments Human Rights or Human Capital/workforce Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 Report on Environmental Targets Environment or Climate Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 Report on Median Gender/Racial Pay Gaps Diversity, Equity, and Inclusion Shareholder Against FOR 1
NIKE, Inc. September 10, 2024 Report on the Impact of Work-Driven Responsibility Principles and Supporting Binding Agreements in Sourcing from High-Risk Countries 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
Otis Worldwide Corporation May 15, 2025 Report on Political Contributions and Expenditures 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
PEPSICO, INC. May 7, 2025 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder Against FOR 1
QUALCOMM Incorporated March 18, 2025 Report on Climate Risk in Retirement Plan Options Environment or Climate Shareholder Against FOR 1
THE CHEMOURS COMPANY April 22, 2025 Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations. Environment or Climate Shareholder Against FOR 1
THE COCA-COLA COMPANY April 30, 2025 Vote on shareowner proposal regarding DEI goals in executive pay 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 Other Social Issues 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 COCA-COLA COMPANY April 30, 2025 Vote on shareowner proposal regarding creation of an improper influence board committee Environment or Climate Shareholder Against FOR 1
THE KROGER CO. June 26, 2025 Report on discarded cigarette pollution. Other Social Issues 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 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. Other Social Issues Shareholder Against FOR 1
VERIZON COMMUNICATIONS INC. May 22, 2025 Discrimination in advertising services Other Social Issues Shareholder Against FOR 1
VISA INC. January 28, 2025 Shareholder proposal on gender-based compensation gaps and associated risks. Other Social Issues 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
WALMART INC. June 5, 2025 Health and Safety Governance Human Rights or Human Capital/workforce Shareholder Against FOR 1
WALMART INC. June 5, 2025 Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2025 Request for Third-Party Assessment of Company Policies Regarding Law Enforcement Information Requests Related to Medication Use by Customers and Employees Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2025 Respect Civil Liberties in Advertising Services Other Social Issues Shareholder Against FOR 1
WARRIOR MET COAL, INC. April 23, 2025 To adopt a resolution requesting an assessment of the company's respect for the internationally recognized human rights of freedom of association and collective bargaining, if properly presented. 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. Other Social Issues 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
Yum! Brands, Inc. May 15, 2025 Commission a Third Party Audit on Working Conditions Human Rights or Human Capital/workforce Shareholder Against FOR 1

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