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Home / Filers / Ulrich Consultants & Investment Group, LLC

Form N-PX · institutional managerSEC filer no. 1878849

Ulrich Consultants & Investment Group, LLC

institutional manager combination report

Vote records reported
131year to 30 June 2026
Against management
19.8%26 of 131 marked votes
Say-on-pay support
81.0%for, of for + against + abstain
Shareholder-proposal support
not reportednot reported by managers
75.6% for17.6% against6.9% other19.8% against management131 votes

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

For the year to 30 June 2026, Ulrich Consultants & Investment Group, LLC reported 131 vote records on Form N-PX. 26 of the 131 votes that were marked for or against management went against management: 19.8%, 13.5 percentage points above the median institutional manager (6.4%).

Weighted by the number of shares voted, the against-management share is 5.7%. 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 81.0% of the section 14A say-on-pay items it reported (the median institutional manager: 91.4%).

By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (19.8% of 131).

It reported 620 shares out on loan at record dates, 0.40% 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 2,628 institutional managers with at least 25 vote records in the season.

year to 30 June 2026This filerMedian institutional managerAll filers pooled
Against-management share19.8%6.4%10.6%
Say-on-pay support rate81.0%91.4%86.0%
Shareholder-proposal support ratenot reported41.1%33.9%
Shares on loan, share of shares held0.40%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
SECTION 14A SAY-ON-PAY VOTES131992319.8%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 202412833.9%62.3%not reported
year to 30 June 202516633.7%64.6%not reported
year to 30 June 202613119.8%81.0%not reported

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Ulrich Consultants & Investment Group, LLC voted against management on 22 of the 117 it marked either way (18.8%) in the year to 30 June 2026.

Shareholder proposals it supported

Of 1 proposals from security holders that could be told apart in the filings and on which it cast a vote, Ulrich Consultants & Investment Group, LLC voted for 1 (100.0%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.

Shares on loan

Ulrich Consultants & Investment Group, LLC reported 620 shares on loan at record dates against 154,860 shares voted: 0.40% of the two together. Median institutional manager: 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.

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 Ulrich Consultants & Investment Group, LLC vote on executive pay?

In the year to 30 June 2026 Ulrich Consultants & Investment Group, LLC reported 121 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 98 were for (81.0%), 23 against and 0 abstentions. Counting one item per company meeting, it voted against management on 22 of the 117 say-on-pay items it marked either way.

How often does Ulrich Consultants & Investment Group, LLC vote against management?

19.8% of the time in the year to 30 June 2026: 26 of the 131 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 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Ulrich Consultants & Investment Group, LLC (filer no. 1878849), 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.