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Warren Street Wealth Advisors, LLC 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Warren Street Wealth Advisors, LLC 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

326 proposals.

Warren Street Wealth Advisors, LLC, 2023-2024 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 recommendedWarren Street Wealth Advisors, LLC votedFunds
UNITEDHEALTH GROUP INC. June 3, 2024 Report on Congruency of Political Spending with Company Values and Priorities Other Social Issues Shareholder Against FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Commission Third Party Study on Impact of Prohibiting Direct and Indirect Political Contributions to Candidates Other Social Issues Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Report on Congruency of Political Spending with Company Values and Priorities Other Social Issues Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Report on Lead-Sheathed Cables Environment or Climate Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Report on Lobbying Payments and Policy Other Social Issues Shareholder Not determined FOR 1
VERTEX PHARMACEUTICALS INC. May 15, 2024 Report on Median and Adjusted Gender/Racial Pay Gaps Other Social Issues Shareholder Against FOR 1
WALGREENS BOOTS ALLIANCE INC. January 25, 2024 Establish a Company Compensation Policy of Paying a Living Wage Other Social Issues Shareholder Against FOR 1
WALGREENS BOOTS ALLIANCE INC. January 25, 2024 Report on Cigarette Waste Other Social Issues Shareholder Against FOR 1
WALGREENS BOOTS ALLIANCE INC. January 25, 2024 Report on Potential Risks and Costs of Restrictive Reproductive Healthcare Legislation Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2024 Commission a Third Party Audit on Workplace Safety and Violence Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2024 Conduct and Report a Third-Party Racial Equity Audit Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2024 Establish a Company Compensation Policy of Paying a Living Wage Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2024 Publish Human Rights Risk Assessment on the Impacts of Walmart's Supply Chain Other Social Issues Shareholder Against FOR 1
WALMART INC. June 5, 2024 Publish Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues Shareholder Against FOR 1
WALT DISNEY CO. April 3, 2024 Report on Charitable Contributions Other Social Issues Shareholder Not determined FOR 1
WALT DISNEY CO. April 3, 2024 Report on Congruency of Political Spending with Company Values and Priorities Other Social Issues Shareholder Not determined FOR 1
WARNER BROS. DISCOVERY INC. June 3, 2024 Report on Use of Artificial Intelligence Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Issue Audited Report on Climate Transition Policies Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Report on Congruency of Political Spending with Company Values and Priorities Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Report on Lobbying Payments and Policy Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Report on Prevention of Workplace Harassment and Discrimination Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Report on Respecting Indigenous Peoples' Rights Other Social Issues Shareholder Against FOR 1
WENDY'S CO. May 21, 2024 Adopt Measurable Time-bound Goals to Achieving Cage-Free Eggs Other Social Issues Shareholder Against FOR 1
WENDY'S CO. May 21, 2024 Report on Third-Party Racial Equity Audit Other Social Issues Shareholder Against FOR 1
WILLIAMS COMPANIES INC. April 30, 2024 Publish Report Assessing Policy Options Related to Venting and Flaring - Withdrawn Resolution Environment or Climate Shareholder For FOR 1

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Built October 18, 2026 from SEC Form N-PX filings.