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Form N-PX · fund registrantSEC filer no. 842512

WILLIAMSBURG INVESTMENT TRUST

fund voting report

Vote records reported
2,265year to 30 June 2026
Against management
9.0%290 of 3,234 marked votes
Say-on-pay support
69.2%for, of for + against + abstain
Shareholder-proposal support
32.7%for, of for + against + abstain
83.8% for10.3% against5.9% other9.0% against management3,376 votes

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

WILLIAMSBURG INVESTMENT TRUST reported 2,265 vote records for the year to 30 June 2026. It marked 9.0% of its votes as cast against management (290 of 3,234), 2.7 percentage points above the median fund registrant, which was 6.2%.

Weighted by the number of shares voted, the against-management share is 3.5%. 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 69.2% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 32.7% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (40.0% of 25), SECTION 14A SAY-ON-PAY VOTES (30.3% of 178) and COMPENSATION (17.7% of 62).

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 share9.0%6.2%10.6%
Say-on-pay support rate69.2%91.6%86.0%
Shareholder-proposal support rate32.7%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%

Of the 2,265 vote records in this filing, 276 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 ELECTIONS2,3332,1891275.9%
SECTION 14A SAY-ON-PAY VOTES2491205430.3%
AUDIT-RELATED2482123614.7%
SHAREHOLDER RIGHTS AND DEFENSES3729340.0%
EXTRAORDINARY TRANSACTIONS3728412.9%
CAPITAL STRUCTURE828110.0%
COMPENSATION74511517.7%
CORPORATE GOVERNANCE2081063617.6%
ENVIRONMENT OR CLIMATE312196.5%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE300220.0%
DIVERSITY, EQUITY, AND INCLUSION3030.0%
OTHER SOCIAL ISSUES455344.4%
OTHER1512315.4%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20246,32613.8%49.9%46.8%
year to 30 June 20254,41110.2%55.1%29.0%
year to 30 June 20262,2659.0%69.2%32.7%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, WILLIAMSBURG INVESTMENT TRUST voted against management on 48 of the 128 it marked either way (37.5%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

A further 28 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 94 proposals from security holders that could be told apart in the filings and on which it cast a vote, WILLIAMSBURG INVESTMENT TRUST voted for 30 (31.9%). 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 Al Data Usage Oversight
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a mandatory independent board chair policy
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
JPMorgan Chase & Co.19 May 2026Independent board chairman
AbbVie Inc.8 May 2026Stockholder Proposal - to Adopt a Policy to Require an Independent Chair
The Home Depot, Inc.21 May 2026Shareholder Proposal Regarding Independent Board Chair
CHEVRON CORPORATION27 May 2026Adopt an Independent Chair
The Procter & Gamble Company14 Oct 2025Shareholder Proposal Requesting Additional Reporting on Plastic Packaging
UnitedHealth Group Incorporated1 Jun 2026If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the...
McDonald's Corporation20 May 2026Advisory Vote to Adopt Policy for an Independent Chair.
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Report on Risk of China Exposure."
Pfizer Inc.23 Apr 2026Adopt an Independent Chair Policy
Amgen Inc.19 May 2026Stockholder proposal to require an independent board chairman.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Special Shareholder Meeting Thresholds
Morgan Stanley14 May 2026Shareholder proposal requesting an independent Board Chairman
Lowe's Companies, Inc.29 May 2026Shareholder Proposal requesting an independent board chairman.
Lowe's Companies, Inc.29 May 2026Shareholder Proposal requesting a report on risks of sharing customer data with third parties.
LOCKHEED MARTIN CORPORATION12 May 2026Stockholder Proposal Requiring Independent Board Chairman
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Analog Devices, Inc.11 Mar 2026To consider a shareholder proposal
EXXON MOBIL CORPORATION27 May 2026Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not...
EXXON MOBIL CORPORATION27 May 2026Require Independent Board Chair
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
Intercontinental Exchange, Inc.15 May 2026A stockholder proposal regarding independent board chairman
The Sherwin-Williams Company22 Apr 2026Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting
Aflac Incorporated4 May 2026Independent Board Chairman
Keysight Technologies, Inc.19 Mar 2026Consider, on a non-binding advisory basis, a Stockholder Proposal: Shareholder Ability to Call for a...
Eagle Materials Inc.4 Aug 2025Non-binding advisory stockholder proposal requesting the declassification of our Board of Directors.

Shares on loan

WILLIAMSBURG INVESTMENT 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

9 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
The Jamestown Equity Fund66527.2%90.0%32.4%
The Government Street Opportunities Fund44911.3%35.7%11.1%
The Government Street Equity Fund3450.0%not reported70.8%
Davenport Balanced Income Fund1960.0%100.0%0.0%
Davenport Value & Income Fund1960.0%100.0%0.0%
Davenport Core Leaders Fund1815.0%75.0%25.0%
Davenport Insider Buying Fund1501.3%100.0%33.3%
Davenport Equity Opportunities Fund712.8%100.0%not reported
Davenport Small Cap Focus Fund120.0%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 WILLIAMSBURG INVESTMENT TRUST vote on executive pay?

In the year to 30 June 2026 WILLIAMSBURG INVESTMENT TRUST reported 172 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 119 were for (69.2%), 53 against and 0 abstentions. Counting one item per company meeting, it voted against management on 48 of the 128 say-on-pay items it marked either way. A further 28 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does WILLIAMSBURG INVESTMENT TRUST vote against management?

9.0% of the time in the year to 30 June 2026: 290 of the 3,234 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 WILLIAMSBURG INVESTMENT TRUST support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 18 votes on proposals from security holders in the year to 30 June 2026 and voted for 1 of them (5.6%). Across every category it voted for 32.7% 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 WILLIAMSBURG INVESTMENT TRUST (filer no. 842512), 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.