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SEI Catholic Values Trust
fund voting report, part of SEI
- Vote records reported
- 11,881year to 30 June 2026
- Against management
- 17.4%2,046 of 11,730 marked votes
- Say-on-pay support
- 51.3%for, of for + against + abstain
- Shareholder-proposal support
- 71.0%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
SEI Catholic Values Trust reported 11,881 vote records for the year to 30 June 2026. It marked 17.4% of its votes as cast against management (2,046 of 11,730), 11.2 percentage points above the median fund registrant, which was 6.2%.
Weighted by the number of shares voted, the against-management share is 11.9%. 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 51.3% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 71.0% 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 (65.5% of 29), SHAREHOLDER RIGHTS AND DEFENSES (58.6% of 174) and ENVIRONMENT OR CLIMATE (56.1% of 57).
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 2026 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 17.4% | 6.2% | 10.6% |
| Say-on-pay support rate | 51.3% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 71.0% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 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) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 8,051 | 6,852 | 884 | 14.4% | |
| SECTION 14A SAY-ON-PAY VOTES | 925 | 448 | 423 | 46.4% | |
| AUDIT-RELATED | 988 | 915 | 67 | 6.8% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 179 | 168 | 10 | 58.6% | |
| EXTRAORDINARY TRANSACTIONS | 56 | 55 | 1 | 0.0% | |
| CAPITAL STRUCTURE | 386 | 371 | 12 | 4.5% | |
| COMPENSATION | 501 | 412 | 73 | 14.9% | |
| CORPORATE GOVERNANCE | 631 | 509 | 89 | 23.1% | |
| ENVIRONMENT OR CLIMATE | 57 | 32 | 25 | 56.1% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 29 | 19 | 10 | 65.5% | |
| DIVERSITY, EQUITY, AND INCLUSION | 18 | 5 | 13 | 23.5% | |
| OTHER SOCIAL ISSUES | 60 | 32 | 27 | 35.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 11,773 | 10.0% | 86.0% | 68.3% | |
| year to 30 June 2025 | 11,694 | 18.8% | 59.2% | 70.3% | |
| year to 30 June 2026 | 11,881 | 17.4% | 51.3% | 71.0% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, SEI Catholic Values Trust voted against management on 420 of the 852 it marked either way (49.3%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.
A further 1 say-on-pay item was reported without a management mark and are left out of both sides of that fraction.
- Amazon.com, Inc. 20 May 2026
- Alphabet Inc. 5 Jun 2026
- Apple Inc. 24 Feb 2026
- Broadcom Inc. 20 Apr 2026
- Mastercard Incorporated 16 Jun 2026
- Netflix, Inc. 4 Jun 2026
- Costco Wholesale Corporation 15 Jan 2026
- The Coca-Cola Company 29 Apr 2026
- Tesla, Inc. 6 Nov 2025
- Salesforce, Inc. 28 May 2026
- The TJX Companies, Inc. 9 Jun 2026
- Verizon Communications Inc. 21 May 2026
- Wells Fargo & Company 28 Apr 2026
- Adobe Inc. 15 Apr 2026
- Intuitive Surgical, Inc. 30 Apr 2026
- The Goldman Sachs Group, Inc. 29 Apr 2026
- The Charles Schwab Corporation 21 May 2026
- Citigroup Inc. 20 May 2026
- Lowe's Companies, Inc. 29 May 2026
- Intel Corporation 13 May 2026
- Comcast Corporation 10 Jun 2026
- Deere & Company 25 Feb 2026
- Starbucks Corporation 25 Mar 2026
- Stryker Corporation 6 May 2026
- Amphenol Corporation 21 May 2026
- Palo Alto Networks, Inc. 9 Dec 2025
- BlackRock, Inc. 20 May 2026
- Analog Devices, Inc. 11 Mar 2026
- American Tower Corporation 20 May 2026
- Capital One Financial Corporation 8 May 2026
- Emerson Electric Co. 3 Feb 2026
- Arista Networks, Inc. 29 May 2026
- The Progressive Corporation 8 May 2026
- Prologis, Inc. 28 Apr 2026
- CME Group Inc. 9 Jun 2026
- WARNER BROS. DISCOVERY, INC. 23 Apr 2026
- WARNER BROS. DISCOVERY, INC. 9 Jun 2026
- Carrier Global Corporation 15 Apr 2026
- PayPal Holdings, Inc. 19 May 2026
- T-Mobile US, Inc. 16 Jun 2026
Shareholder proposals it supported
Of 357 proposals from security holders that could be told apart in the filings and on which it cast a vote, SEI Catholic Values Trust voted for 251 (70.3%). 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.
| Company | Meeting | Proposal |
|---|---|---|
| Microsoft Corporation | 5 Dec 2025 | Report on Human Rights Due Diligence |
| Amazon.com, Inc. | 20 May 2026 | Shareholder proposal requesting a mandatory independent board chair policy |
| Amazon.com, Inc. | 20 May 2026 | Shareholder proposal requesting additional reporting on impact of data centers on climate commitments |
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the... |
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI data usage oversight |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI-generated misinformation |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals |
| Visa Inc. | 27 Jan 2026 | Shareholder proposal on shareholder right to act by written consent. |
| JPMorgan Chase & Co. | 19 May 2026 | Independent board chairman |
| JPMorgan Chase & Co. | 19 May 2026 | Lobbying alignment |
| Mastercard Incorporated | 16 Jun 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent |
| Netflix, Inc. | 4 Jun 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Independent Board Chair |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Report on Sufficiency of Associates' Access to Healthcare |
| CHEVRON CORPORATION | 27 May 2026 | Adopt an Independent Chair |
| CHEVRON CORPORATION | 27 May 2026 | Commission a Third-Party Report on Human Rights Processes |
| CHEVRON CORPORATION | 27 May 2026 | Report on Indigenous Peoples' Rights |
| Bank of America Corporation | 4 May 2026 | Shareholder proposal requesting independent board chair |
| Bank of America Corporation | 4 May 2026 | Shareholder proposal requesting report on board oversight of risks related to animal welfare |
| Walmart Inc. | 4 Jun 2026 | Report on Workplace Health and Safety Governance |
| Walmart Inc. | 4 Jun 2026 | Human rights or human capital/workforce |
| Walmart Inc. | 4 Jun 2026 | Report on Immigration Policy & Enforcement |
| Berkshire Hathaway Inc. | 2 May 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework... |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Report on Human Rights Oversight. |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Independent Board Chair. |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. |
| The Coca-Cola Company | 29 Apr 2026 | Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and... |
| The Coca-Cola Company | 29 Apr 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of... |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to amend Article X of the bylaws. |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to... |
| Tesla, Inc. | 6 Nov 2025 | Declassify the Board of Directors |
| Tesla, Inc. | 6 Nov 2025 | Shareholder proposal: CORPORATE GOVERNANCE |
| Advanced Micro Devices, Inc. | 13 May 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. |
| McDonald's Corporation | 20 May 2026 | Advisory Vote to Adopt Policy for an Independent Chair. |
Shares on loan
SEI Catholic Values 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
1 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.
| Series | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| Catholic Values Equity Fund | 11,881 | 17.4% | 50.6% | 70.8% |
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.
- N-PX filed 21 Aug 2026 accession 0001135428-26-000131
- Every N-PX filing by this filer on EDGAR
Questions
How did SEI Catholic Values Trust vote on executive pay?
In the year to 30 June 2026 SEI Catholic Values Trust reported 874 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 448 were for (51.3%), 423 against and 3 abstentions. Counting one item per company meeting, it voted against management on 420 of the 852 say-on-pay items it marked either way. A further 1 say-on-pay item was reported without a management mark and are not counted in that figure.
How often does SEI Catholic Values Trust vote against management?
17.4% of the time in the year to 30 June 2026: 2,046 of the 11,730 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 SEI Catholic Values Trust support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 57 votes on proposals from security holders in the year to 30 June 2026 and voted for 32 of them (56.1%). Across every category it voted for 71.0% 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 SEI Catholic Values Trust (filer no. 1627853), 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.