Home / Filers / BAKER TILLY WEALTH MANAGEMENT, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
institutional manager voting report
- Vote records reported
- 39year to 30 June 2024
- Against management
- 46.2%18 of 39 marked votes
- Say-on-pay support
- 30.8%for, of for + against + abstain
- Shareholder-proposal support
- not reportednot reported by managers
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2024, BAKER TILLY WEALTH MANAGEMENT, LLC reported 39 vote records on Form N-PX. 18 of the 39 votes that were marked for or against management went against management: 46.2%, 38.7 percentage points above the median institutional manager (7.4%).
Weighted by the number of shares voted, the against-management share is 35.9%. 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 30.8% of the section 14A say-on-pay items it reported (the median institutional manager: 91.2%).
By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (46.2% of 39).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 2,487 institutional managers with at least 25 vote records in the season.
| year to 30 June 2024 | This filer | Median institutional manager | All filers pooled |
|---|---|---|---|
| Against-management share | 46.2% | 7.4% | 10.2% |
| Say-on-pay support rate | 30.8% | 91.2% | 84.6% |
| Shareholder-proposal support rate | not reported | 33.3% | 37.0% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 0.08% |
| 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 |
|---|---|---|---|---|---|
| SECTION 14A SAY-ON-PAY VOTES | 39 | 8 | 16 | 46.2% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 39 | 46.2% | 30.8% | not reported |
Only one season is on file for this entry so far. The structured Form N-PX began with the year to 30 June 2024.
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, BAKER TILLY WEALTH MANAGEMENT, LLC voted against management on 18 of the 26 it marked either way (69.2%) in the year to 30 June 2024.
- Microsoft Corporation 7 Dec 2023
- Visa Inc. 23 Jan 2024
- NIKE, Inc. 12 Sep 2023
- ACCENTURE PLC 31 Jan 2024
- MEDTRONIC PLC 19 Oct 2023
- Automatic Data Processing, Inc. 8 Nov 2023
- Palo Alto Networks, Inc. 12 Dec 2023
- Air Products and Chemicals, Inc. 25 Jan 2024
- Microchip Technology Incorporated 22 Aug 2023
- FactSet Research Systems Inc. 14 Dec 2023
- Splunk Inc. 29 Nov 2023
- Vail Resorts, Inc. 6 Dec 2023
- The Hain Celestial Group, Inc. 26 Oct 2023
- Stride, Inc. 7 Dec 2023
- PriceSmart, Inc. 1 Feb 2024
- Mesa Laboratories, Inc. 25 Aug 2023
- Steelcase Inc. 12 Jul 2023
- NVE Corporation 3 Aug 2023
Shareholder proposals it supported
Institutional managers report say-on-pay votes only, so no shareholder proposals appear here.
Shares on loan
BAKER TILLY WEALTH MANAGEMENT, LLC reported no shares on loan for the year to 30 June 2024. 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.
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 29 Aug 2024 accession 0001438934-24-001296
- Every N-PX filing by this filer on EDGAR
Questions
How did BAKER TILLY WEALTH MANAGEMENT, LLC vote on executive pay?
In the year to 30 June 2024 BAKER TILLY WEALTH MANAGEMENT, LLC reported 26 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 8 were for (30.8%), 16 against and 2 abstentions. Counting one item per company meeting, it voted against management on 18 of the 26 say-on-pay items it marked either way.
How often does BAKER TILLY WEALTH MANAGEMENT, LLC vote against management?
46.2% of the time in the year to 30 June 2024: 18 of the 39 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.
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 30 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by BAKER TILLY WEALTH MANAGEMENT, LLC (filer no. 1840565), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.