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Form N-PX · institutional managerSEC filer no. 1908404

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

institutional manager voting report

Vote records reported
2,819year to 30 June 2024
Against management
9.9%625 of 6,308 marked votes
Say-on-pay support
80.7%for, of for + against + abstain
Shareholder-proposal support
18.9%for, of for + against + abstain
88.4% for9.8% against1.8% other9.9% against management6,365 votes

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

In its Form N-PX for the year to 30 June 2024, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC listed 2,819 vote records. Votes against management made up 9.9% of those marked either way (625 of 6,308); the median institutional manager stood at 7.4%.

Weighted by the number of shares voted, the against-management share is 10.5%. 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 80.7% of the section 14A say-on-pay items it reported (the median institutional manager: 91.2%) and it voted for 18.9% of the proposals put forward by security holders (the median institutional manager: 33.3%).

By category, votes against management were most frequent in OTHER SOCIAL ISSUES (93.3% of 60), ENVIRONMENT OR CLIMATE (81.5% of 54) and HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (74.4% 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 2024This filerMedian institutional managerAll filers pooled
Against-management share9.9%7.4%10.2%
Say-on-pay support rate80.7%91.2%84.6%
Shareholder-proposal support rate18.9%33.3%37.0%
Shares on loan, share of shares held0.00%0.00%0.08%
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%

Of the 2,819 vote records in this filing, 286 carry something the form does not expect: a missing vote source or category, a record with no vote line, a meeting date that cannot be read, or a security identifier this site could not use. They are counted as filed. What is checked

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 ELECTIONS4,1724,100230.6%
SECTION 14A SAY-ON-PAY VOTES4593267817.0%
AUDIT-RELATED46146100.0%
INVESTMENT COMPANY MATTERS151500.0%
SHAREHOLDER RIGHTS AND DEFENSES212100.0%
CAPITAL STRUCTURE504648.0%
COMPENSATION1711512011.7%
CORPORATE GOVERNANCE74640133745.7%
ENVIRONMENT OR CLIMATE54104481.5%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE39102974.4%
DIVERSITY, EQUITY, AND INCLUSION64233.3%
OTHER SOCIAL ISSUES6045693.3%
OTHER111793228.8%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20242,8199.9%80.7%18.9%

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, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC voted against management on 58 of the 307 it marked either way (18.9%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Of 59 proposals from security holders that could be told apart in the filings and on which it cast a vote, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC voted for 9 (15.3%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
NVIDIA Corporation26 Jun 2024Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter...
Oracle Corporation15 Nov 2023Stockholder Proposal Regarding Pay Gap Report
Oracle Corporation15 Nov 2023Stockholder Proposal Regarding Independent Board Chairman
CVS Health Corporation16 May 2024Stockholder Proposal for a Stockholder Right to Vote on "Excessive" Golden Parachutes.
American Tower Corporation22 May 2024To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to...
Deere & Company28 Feb 2024Shareholder proposal regarding shareholder ratification of golden parachutes
United Rentals, Inc.9 May 2024Board related
Meta Platforms, Inc.29 May 2024A shareholder proposal regarding report on human rights risks in non-US markets.
Meta Platforms, Inc.29 May 2024A shareholder proposal regarding amendment of corporate governance guidelines.

Shares on loan

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING 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.

Questions

How did ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC vote on executive pay?

In the year to 30 June 2024 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported 404 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 326 were for (80.7%), 78 against and 0 abstentions. Counting one item per company meeting, it voted against management on 58 of the 307 say-on-pay items it marked either way.

How often does ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC vote against management?

9.9% of the time in the year to 30 June 2024: 625 of the 6,308 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 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (filer no. 1908404), 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.