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Form N-PX · fund registrantSEC filer no. 1502745

Copeland Trust

fund voting report

Vote records reported
2,489year to 30 June 2026
Against management
6.0%149 of 2,489 marked votes
Say-on-pay support
90.9%for, of for + against + abstain
Shareholder-proposal support
24.0%for, of for + against + abstain
92.6% for5.2% against2.2% other6.0% against management2,489 votes

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

Copeland Trust reported 2,489 vote records for the year to 30 June 2026. It marked 6.0% of its votes as cast against management (149 of 2,489), close to the median fund registrant, which was 6.2%.

Weighted by the number of shares voted, the against-management share is 6.9%. 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 90.9% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 24.0% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (36.4% of 33), SECTION 14A SAY-ON-PAY VOTES (9.1% of 198) and COMPENSATION (9.1% of 77).

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 share6.0%6.2%10.6%
Say-on-pay support rate90.9%91.6%86.0%
Shareholder-proposal support rate24.0%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 ELECTIONS1,5881,499345.5%
SECTION 14A SAY-ON-PAY VOTES198180189.1%
AUDIT-RELATED19419033.6%
SHAREHOLDER RIGHTS AND DEFENSES33132036.4%
EXTRAORDINARY TRANSACTIONS2200.0%
CAPITAL STRUCTURE13913185.8%
COMPENSATION777079.1%
CORPORATE GOVERNANCE21720984.1%
ENVIRONMENT OR CLIMATE91811.1%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE3030.0%
DIVERSITY, EQUITY, AND INCLUSION7070.0%
OTHER SOCIAL ISSUES207130.0%
OTHER2200.0%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20242,6734.2%92.8%13.0%
year to 30 June 20252,6826.4%90.3%33.3%
year to 30 June 20262,4896.0%90.9%24.0%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Copeland Trust voted against management on 11 of the 148 it marked either way (7.4%) in the year to 30 June 2026.

Shareholder proposals it supported

Of 62 proposals from security holders that could be told apart in the filings and on which it cast a vote, Copeland Trust voted for 13 (21.0%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
NextEra Energy, Inc.21 May 2026Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals
Quest Diagnostics Incorporated20 May 2026Stockholder proposal regarding an independent board chairman
Domino's Pizza, Inc.21 Apr 2026Shareholder proposal regarding an independent board chair requirement.
Lottomatica Group SpA20 Apr 2026Shareholder proposal: AUDIT-RELATED
Interpump Group SpA30 Apr 2026Shareholder proposal: AUDIT-RELATED
Interpump Group SpA30 Apr 2026Shareholder proposal: AUDIT-RELATED
Rohto Pharmaceutical Co., Ltd.24 Jun 2026Amend Articles to Add Provision Concerning Management with Cost of Capital and Share Price Considered
Rohto Pharmaceutical Co., Ltd.24 Jun 2026Amend Articles to Change Record Date for Annual Shareholder Meetings
Rohto Pharmaceutical Co., Ltd.24 Jun 2026Amend Articles to Establish Strategic Review Committee
Rohto Pharmaceutical Co., Ltd.24 Jun 2026Approve Restricted Stock Plan
Rohto Pharmaceutical Co., Ltd.24 Jun 2026Shareholder Proposal: Amend Articles of Incorporation (the composition of outside directors)
SOL SpA12 May 2026Shareholder proposal: AUDIT-RELATED

Shares on loan

Copeland Trust reported no shares on loan for the year to 30 June 2026. 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

3 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
Copeland International Small Cap Fund9347.8%91.1%81.3%
Copeland Dividend Growth Fund8713.4%92.5%6.3%
Copeland SMID Cap Dividend Growth Fund6846.7%88.1%18.2%

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 Copeland Trust vote on executive pay?

In the year to 30 June 2026 Copeland Trust reported 198 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 180 were for (90.9%), 18 against and 0 abstentions. Counting one item per company meeting, it voted against management on 11 of the 148 say-on-pay items it marked either way.

How often does Copeland Trust vote against management?

6.0% of the time in the year to 30 June 2026: 149 of the 2,489 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 Copeland Trust support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 9 votes on proposals from security holders in the year to 30 June 2026 and voted for 1 of them (11.1%). Across every category it voted for 24.0% 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 Copeland Trust (filer no. 1502745), 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.