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Form N-PX · fund registrantSEC filer no. 1750821

Exchange Place Advisors Trust

fund voting report

Vote records reported
2,726year to 30 June 2026
Against management
45.4%1,151 of 2,533 marked votes
Say-on-pay support
41.8%for, of for + against + abstain
Shareholder-proposal support
74.2%for, of for + against + abstain
53.2% for37.5% against9.2% other45.4% against management2,722 votes

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

For the year to 30 June 2026, Exchange Place Advisors Trust reported 2,726 vote records on Form N-PX. 1,151 of the 2,533 votes that were marked for or against management went against management: 45.4%, 39.2 percentage points above the median fund registrant (6.2%).

Weighted by the number of shares voted, the against-management share is 11.4%. 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 41.8% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 74.2% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in OTHER SOCIAL ISSUES (61.3% of 31), SECTION 14A SAY-ON-PAY VOTES (55.8% of 224) and DIRECTOR ELECTIONS (50.3% of 1,720).

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 share45.4%6.2%10.6%
Say-on-pay support rate41.8%91.6%86.0%
Shareholder-proposal support rate74.2%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 ELECTIONS1,84287378350.3%
SECTION 14A SAY-ON-PAY VOTES2428912455.8%
AUDIT-RELATED2251832813.3%
INVESTMENT COMPANY MATTERS171615.9%
SHAREHOLDER RIGHTS AND DEFENSES2321138.1%
EXTRAORDINARY TRANSACTIONS2415628.6%
CAPITAL STRUCTURE84671217.3%
COMPENSATION79561926.7%
CORPORATE GOVERNANCE1631233241.1%
ENVIRONMENT OR CLIMATE128466.7%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE149561.5%
DIVERSITY, EQUITY, AND INCLUSION31233.3%
OTHER SOCIAL ISSUES31191261.3%
OTHER148220.0%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20247,40035.6%51.6%64.3%
year to 30 June 202510,14238.5%50.6%63.3%
year to 30 June 20262,72645.4%41.8%74.2%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Exchange Place Advisors Trust voted against management on 109 of the 188 it marked either way (58.0%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

A further 13 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 80 proposals from security holders that could be told apart in the filings and on which it cast a vote, Exchange Place Advisors Trust voted for 61 (76.3%). 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.

CompanyMeetingProposal
Microsoft Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025Report on Al and Machine Learning Tools for Oil and Gas Development and Production
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
Visa Inc.27 Jan 2026Shareholder proposal on shareholder right to act by written consent.
Visa Inc.27 Jan 2026Shareholder proposal on report on online sexual exploitation.
Johnson & Johnson23 Apr 2026Independent Board Chair
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.
The Procter & Gamble Company14 Oct 2025Shareholder Proposal Requesting Additional Reporting on Plastic Packaging
The Walt Disney Company18 Mar 2026Shareholder proposal, if properly presented at the meeting, requesting an independent review and report on...
The Walt Disney Company18 Mar 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
The Walt Disney Company18 Mar 2026Shareholder proposal, if properly presented at the meeting, requesting a report on how the employee...
PEPSICO, INC.6 May 2026Shareholder Proposal - Independent Board Chair.
Tesla, Inc.6 Nov 2025A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Tesla, Inc.6 Nov 2025A shareholder proposal to amend Article X of the bylaws.
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Report on Risk of China Exposure."
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting."
Pfizer Inc.23 Apr 2026Adopt an Independent Chair Policy
Texas Instruments Incorporated16 Apr 2026Stockholder proposal to permit stockholders to act by written consent.
Adobe Inc.15 Apr 2026Stockholder Proposal Regarding Vote on Golden Parachutes.
Adobe Inc.15 Apr 2026Environment or climate
Adobe Inc.15 Apr 2026Stockholder Proposal Regarding Board Matrix.
Linde Plc29 Jul 2025A shareholder proposal requesting an annual report regarding the alignment of the Company's direct and...
Deere & Company25 Feb 2026Shareholder proposal on shareholder right to act by written consent
Deere & Company25 Feb 2026Shareholder proposal on a report on faith-based business resource groups
Deere & Company25 Feb 2026Shareholder proposal on a report on the return on investment of emission reduction goals
Starbucks Corporation25 Mar 2026Shareholder proposal requesting a report on the Company's use of diagnostic tools created by politicized...
Starbucks Corporation25 Mar 2026Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority...
Starbucks Corporation25 Mar 2026Shareholder proposal requesting a report on the risks of the Company excluding religious charities from...
Starbucks Corporation25 Mar 2026Shareholder proposal requesting adoption of an independent board chair policy
Micron Technology, Inc.15 Jan 2026Reduce Ownership Threshold for Shareholders to Call Special Meeting
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a...
Lam Research Corporation4 Nov 2025Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting,"

Shares on loan

Exchange Place Advisors 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

14 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
Sphere 500 Climate Fund1,53669.2%10.6%72.8%
North Square Dynamic Small Cap Fund40112.0%75.0%not reported
North Square Kennedy MicroCap Fund2757.3%93.1%not reported
Fort Pitt Capital Total Return Fund15911.9%45.5%80.0%
North Square Small Cap Value Fund138not reportednot reportednot reported
North Square Select Small Cap Fund1042.9%100.0%not reported
North Square Altrinsic International Equity Fund6016.1%not reportednot reported
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF185.6%not reportednot reported
North Square Tactical Defensive Fund110.0%not reportednot reported
North Square Tactical Growth Fund110.0%not reportednot reported
North Square Multi Strategy Fund70.0%not reportednot reported
North Square Spectrum Alpha Fund30.0%not reportednot reported
North Square Strategic Income Fund20.0%not reportednot reported
North Square Preferred and Income Securities Fund10.0%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 Exchange Place Advisors Trust vote on executive pay?

In the year to 30 June 2026 Exchange Place Advisors Trust reported 213 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 89 were for (41.8%), 124 against and 0 abstentions. Counting one item per company meeting, it voted against management on 109 of the 188 say-on-pay items it marked either way. A further 13 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does Exchange Place Advisors Trust vote against management?

45.4% of the time in the year to 30 June 2026: 1,151 of the 2,533 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 Exchange Place Advisors Trust support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 12 votes on proposals from security holders in the year to 30 June 2026 and voted for 8 of them (66.7%). Across every category it voted for 74.2% 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 Exchange Place Advisors Trust (filer no. 1750821), 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.