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Barrett Opportunity Fund (SAOPX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Segall Bryant & Hamill Trust files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Segall Bryant & Hamill Trust on 2026-08-27 · open the filing · vote table (ProxyVotingTable.xml, 16 MB)
TickerSAOPX · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 83.3% of the time across 12 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 4 | 0 | 0% |
| Workers & human rights | 4 | 2 | 50% |
| Corporate governance | 5 | 3 | 60% |
| Other social issues | 9 | 0 | 0% |
Ballots it voted
The Home Depot, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should Home Depot report on the single-use plastic it puts into the world?
Shareholders asked for a report on how much single-use plastic packaging the company uses, the risks that creates as regulation tightens, and what it plans to do to reduce it.
AGAINST Barrett Opportunity Fund voted with 699 shares
“Shareholder Proposal Regarding Evaluation of Recycling-Related Plastics Targets”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
The Home Depot, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should Home Depot report on the single-use plastic it puts into the world?
Shareholders asked for a report on how much single-use plastic packaging the company uses, the risks that creates as regulation tightens, and what it plans to do to reduce it.
AGAINST Barrett Opportunity Fund voted with 699 shares
“Shareholder Proposal Regarding Report on Packaging Policies for Plastics”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
FOR Barrett Opportunity Fund voted with 5,000 shares
“Report on Data Operations in Human Rights Hotspots”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
FOR Barrett Opportunity Fund voted with 5,000 shares
“Report on Human Rights Due Diligence”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
PepsiCo, Inc. · 6 May 2026 · put on the ballot by shareholder
Should the person who runs PepsiCo also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
AGAINST Barrett Opportunity Fund voted with 3,000 shares
“Shareholder Proposal - Independent Board Chair.”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
AbbVie Inc. · 8 May 2026 · put on the ballot by shareholder
Should the person who runs AbbVie also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
FOR Barrett Opportunity Fund voted with 1,960 shares
“Stockholder Proposal - to Adopt a Policy to Require an Independent Chair”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Social
European Security Program Censorship Risk Audit
AGAINST Barrett Opportunity Fund voted with 5,000 shares
“European Security Program Censorship Risk Audit”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Social
Should Microsoft account for how it builds and uses AI?
Shareholders asked for a report on the company’s use of artificial intelligence — where its training data comes from and on what terms, how the board oversees the risk, and what the technology is doing to the accuracy of what users see.
AGAINST Barrett Opportunity Fund voted with 5,000 shares
“Report on Risks of Censorship in Generative Artificial Intelligence”
SourceSegall Bryant & Hamill Trust, Form N-PX filed 2026-08-27 · accession 0001398344-26-015838 · series S000081721 · open the filing
Other funds Segall Bryant & Hamill Trust votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.