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Carillon Chartwell Small Cap Fund (CSSAX) 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
Carillon Series 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 Carillon Series Trust on 2026-08-13 · open the filing · vote table (BRD017_0000897111_2026.xml, 11 MB)
TickersCSSAX (Class A), CSSJX (Class C), UMBHX (Class I), CSSVX (Class R-6) · share classes of one fund, with one proxy-voting record · 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 84.6% of the time across 78 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Corporate governance | 3 | 3 | 100% |
Ballots it voted
Icu Medical, Inc. · 13 May 2026 · put on the ballot by shareholder
To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right.
FOR Carillon Chartwell Small Cap Fund voted with 13,519 shares
“To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000058964 · open the filing
Five Below, Inc. · 16 June 2026 · put on the ballot by shareholder
Should a simple majority be enough to pass a measure at Five Below?
Shareholders asked the company to replace its supermajority voting requirements with a simple majority, so that a measure supported by most shares actually carries.
FOR Carillon Chartwell Small Cap Fund voted with 6,801 shares
“Shareholder proposal requesting that provisions in the Company's governance documents requiring greater than a simple majority shareholder vote be changed to a simple majority vote standard.”
SourceCarillon Series Trust, Form N-PX filed 2026-08-13 · accession 0001438934-26-000714 · series S000058964 · open the filing
Other funds Carillon Series 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.