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Form N-PX · fund registrantSEC filer no. 1199046

UNIFIED SERIES TRUST

fund voting report

Vote records reported
12,493year to 30 June 2026
Against management
16.7%2,073 of 12,447 marked votes
Say-on-pay support
87.6%for, of for + against + abstain
Shareholder-proposal support
28.9%for, of for + against + abstain
81.1% for14.8% against4.0% other16.7% against management12,496 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

For the year to 30 June 2026, UNIFIED SERIES TRUST reported 12,493 vote records on Form N-PX. 2,073 of the 12,447 votes that were marked for or against management went against management: 16.7%, 10.4 percentage points above the median fund registrant (6.2%).

Weighted by the number of shares voted, the against-management share is 11.8%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 87.6% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 28.9% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (45.9% of 37), OTHER (34.2% of 79) and OTHER SOCIAL ISSUES (28.4% of 134).

It reported 10,159 shares out on loan at record dates, 0.00% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.

year to 30 June 2026This filerMedian fund registrantAll filers pooled
Against-management share16.7%6.2%10.6%
Say-on-pay support rate87.6%91.6%86.0%
Shareholder-proposal support rate28.9%27.5%33.9%
Shares on loan, share of shares held0.00%0.00%3.12%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS8,3276,6201,30120.1%
SECTION 14A SAY-ON-PAY VOTES89774510612.3%
AUDIT-RELATED1,0501,031181.7%
INVESTMENT COMPANY MATTERS4400.0%
SHAREHOLDER RIGHTS AND DEFENSES156975816.8%
EXTRAORDINARY TRANSACTIONS108951212.0%
CAPITAL STRUCTURE34433862.0%
COMPENSATION505461387.9%
CORPORATE GOVERNANCE76362812011.3%
ENVIRONMENT OR CLIMATE71115225.4%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE38152145.9%
DIVERSITY, EQUITY, AND INCLUSION2011810.0%
OTHER SOCIAL ISSUES134418528.4%
OTHER91552534.2%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 202411,2523.0%97.6%16.6%
year to 30 June 202515,22016.1%80.6%30.2%
year to 30 June 202612,49316.7%87.6%28.9%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, UNIFIED SERIES TRUST voted against management on 90 of the 685 it marked either way (13.1%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Of 280 proposals from security holders that could be told apart in the filings and on which it cast a vote, UNIFIED SERIES TRUST voted for 99 (35.4%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Microsoft Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025European Security Program Censorship Risk Audit
Microsoft Corporation5 Dec 2025Report on Al Data Usage Oversight
Microsoft Corporation5 Dec 2025Report on Risks of Censorship in Generative Artificial Intelligence
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a report on charitable partnerships
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a mandatory independent board chair policy
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a report on impact of climate commitments
Amazon.com, Inc.20 May 2026Shareholder proposal requesting additional reporting on impact of data centers on climate commitments
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting a report on workforce civil liberties.
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI data usage oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI-generated misinformation
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on data privacy
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on water usage and AI development
Alphabet Inc.5 Jun 2026Shareholder proposal regarding AI Board oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on politicized content moderation
JPMorgan Chase & Co.19 May 2026Independent board chairman
JPMorgan Chase & Co.19 May 2026Report on congruence of security, resiliency, and climate initiatives
Mastercard Incorporated16 Jun 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
Eli Lilly and Company4 May 2026Shareholder proposal to prepare an annual lobbying report.
Eli Lilly and Company4 May 2026Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair.
Merck & Co., Inc.26 May 2026Shareholder proposal regarding a report on political contributions.
Merck & Co., Inc.26 May 2026Shareholder proposal regarding a report on DEI risks in federal contracting.
Bank of America Corporation4 May 2026Shareholder proposal requesting independent board chair
Walmart Inc.4 Jun 2026Report on Workplace Health and Safety Governance
Walmart Inc.4 Jun 2026Human rights or human capital/workforce
Walmart Inc.4 Jun 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
McDonald's Corporation20 May 2026Advisory Vote to Adopt Policy for an Independent Chair.
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Report on Risk of China Exposure."
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Report on Discrimination in Charitable Support
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Report on Al Bias
AT&T INC.14 May 2026EEO-1 Report Disclosure Policy
ConocoPhillips12 May 2026Stockholder Proposal - Independent Board Chairman.
Adobe Inc.15 Apr 2026Stockholder Proposal Regarding Report on Civil Liberties in Digital Services.
Morgan Stanley14 May 2026Shareholder proposal requesting an independent Board Chairman
Lowe's Companies, Inc.29 May 2026Shareholder Proposal requesting an independent board chairman.
Intel Corporation13 May 2026Oversee Independent Review and Report on Human Rights Due Diligence Process

Shares on loan

UNIFIED SERIES TRUST reported 10,159 shares on loan at record dates against 824.7 million shares voted: 0.00% of the two together. Median fund registrant: 0.00%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Fund series in this filing

21 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
OneAscent Large Cap Core ETF2,72241.2%80.8%59.2%
OneAscent Small Cap Core ETF1,71131.7%69.1%38.9%
FI Investments Institutional Group Stock Fund for Retirement Plans8574.6%not reported14.3%
Auer Growth Fund8040.0%100.0%not reported
Dean Mid Cap Value Fund7820.5%100.0%10.0%
Dean Equity Income Fund7000.0%100.0%0.0%
OneAscent International Equity ETF66525.0%77.8%20.0%
Crawford Large Cap Dividend Fund5710.0%100.0%0.0%
Crawford Small Cap Dividend Fund5670.0%100.0%not reported
Dean Small Cap Value Fund5120.6%100.0%not reported
Ballast Small/Mid Cap ETF4988.8%85.4%not reported
OneAscent Emerging Markets ETF49124.9%not reported33.3%
Absolute Capital Opportunities Fund4561.8%100.0%6.5%
Crawford Multi-Asset Income Fund3700.0%100.0%0.0%
Q India Equity Fund3406.1%not reportednot reported
Absolute Select ETF2610.0%100.0%0.0%
Absolute CEF Opportunities Fund1290.8%not reportednot reported
Appleseed Fund3512.1%not reportednot reported
FI Investments Institutional Group U.S. Small Cap Equity Fund130.0%not reportednot reported
FI Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund540.0%not reportednot reported
Absolute Convertible Arbitrage Fund40.0%not reportednot reported

The filings

These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.

Questions

How did UNIFIED SERIES TRUST vote on executive pay?

In the year to 30 June 2026 UNIFIED SERIES TRUST reported 850 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 745 were for (87.6%), 105 against and 0 abstentions. Counting one item per company meeting, it voted against management on 90 of the 685 say-on-pay items it marked either way.

How often does UNIFIED SERIES TRUST vote against management?

16.7% of the time in the year to 30 June 2026: 2,073 of the 12,447 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did UNIFIED SERIES TRUST support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 69 votes on proposals from security holders in the year to 30 June 2026 and voted for 10 of them (14.5%). Across every category it voted for 28.9% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by UNIFIED SERIES TRUST (filer no. 1199046), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.