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Virtus 2024-2025: where it broke with the board

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

111 proposals. Every shareholder proposal Virtus backed in 2024-2025 is listed here.

Virtus, 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 recommendedVirtus votedFunds
RTX Corp May 1, 2025 Shareholder Proposal Regarding Lobbying Report Other Social Issues Shareholder No recommendation FOR 1
SYSCO CORP. November 15, 2024 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues Shareholder Against FOR 1
State Street Corporation May 14, 2025 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate Shareholder Against FOR 1
Stryker Corp. May 8, 2025 Shareholder Proposal Regarding Political Contributions and Expenditures Report Other Social Issues Shareholder No recommendation FOR 1
VISA INC. January 28, 2025 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder Against FOR 1
Walmart Inc June 5, 2025 Shareholder Proposal Regarding Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Not determined 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 Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Against FOR 1
Walmart Inc. June 5, 2025 Report on Reduction of Plastic Packaging and Recyclability Claims Environment or Climate 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
Yum Brands Inc. May 15, 2025 Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety Human Rights or Human Capital/workforce Shareholder No recommendation FOR 1

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