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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT
INVESTMENT COMPANY
Investment Company Act file number 811-07242
The Cutler Trust |
(Exact name of registrant as specified in charter) |
525 Bigham Knoll Jacksonville, Oregon | 97530 |
(Address of principal executive offices) | (Zip code) |
Erich M. Patten
Cutler Investment Counsel, LLC 525 Bigham Knoll Jacksonville, Oregon 97530 |
(Name and address of agent for service) |
Registrant's telephone number, including area code: (541) 770-9000
Date of fiscal year end: June 30
Date of reporting period: July 1, 2013 - June 30, 2014
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (ss.ss. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. ss. 3507.
ITEM 1. PROXY VOTING RECORD.
Disclose the following information for each matter relating to a portfolio security considered at any shareholder meeting held during the period covered by the report and with respect to which the registrant was entitled to vote:
(a) | The name of the issuer of the portfolio security; |
(b) | The exchange ticker symbol of the portfolio security; |
(c) | The Council on Uniform Securities Identification Procedures ("CUSIP") number for the portfolio security; |
(d) | The shareholder meeting date; |
(e) | A brief identification of the matter voted on; |
(f) | Whether the matter was proposed by the issuer or by a security holder; |
(g) | Whether the registrant cast its vote on the matter; |
(h) | How the registrant cast its vote (e.g., for or against proposal, or abstain; for or withhold regarding election of directors); and |
(i) | Whether the registrant cast its vote for or against management. |
SIGNATURES
[See General Instruction F]
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
(Registrant) The Cutler Trust
By (Signature and Title)* | /s/ Erich M. Patten | ||
Erich M. Patten, President | |||
Date | July 21, 2014 |
* Print the name and title of each signing officer under his or her signature.
Name | Ticker | CUSIP | Annual Meeting Date | Item | Vote Y/N | Type Issuer (I) or Shareholder (S) | Vote For (F) Against (A) or Abstain (ABS) | With (W) or Against (A) Management |
Procter & Gamble | PG | 7427181109 | 8-Oct-13 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
REDUCE SUPERMAJORITY VOTING REQUIREMENTS | Y | I | F | W | ||||
APPROVE DIRECTORS' STOCK PLAN | Y | I | F | W | ||||
VOTE ON EXECUTIVE COMPENSATION | Y | I | F | W | ||||
Sysco Corp. | SYY | 871829107 | 15-Nov-13 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
Microsoft Corp. | MSFT | 594918104 | 19-Nov-13 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE INCENTIVE PLAN | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY AUDITORS | Y | I | F | W | ||||
Verizon Communications | VZ | 92343V104 | 28-Jan-14 | APPROVE ISSUANCE OF STOCK TO VODAFONE SHAREHOLDERS | Y | I | F | W |
APPROVE AMENDMENT TO CERT OF INCORPORATION | Y | I | F | W | ||||
�� | APPROVE ADJOURNMENT OF SPECIAL MEETING | Y | I | F | W | |||
Monsanto | MON | 61166W101 | 28-Jan-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
REPORT RELATED TO LABELING GENETICALLY ENGINEERED FOOD | Y | S | A | W | ||||
REPORT RELATED TO GMO PRODUCTS | Y | S | A | W | ||||
Becton, Dickinson and Company | BDX | 075887109 | 28-Jan-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
APPROVE EXECUTIVE EQUITY BASED COMPENSATION | Y | I | F | W | ||||
APPROVE EXECUTIVE INCENTIVE PLAN | Y | I | F | W | ||||
INDEPENDENT BOARD CHAIR | Y | S | A | W | ||||
Emerson Electric | EMR | 291087203 | 4-Feb-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVAL, BY NON-BINDING ADVISORY VOTE, OF EMERSON ELECTRIC CO. EXECUTIVE COMPENSATION. | Y | I | F | W | ||||
RATIFICATION OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM. | Y | I | F | W | ||||
APPROVAL OF THE STOCKHOLDER PROPOSAL REQUESTING ISSUANCE OF A SUSTAINABILITY REPORT AS DESCRIBED IN THE PROXY STATEMENT. | Y | S | A | W | ||||
APPROVAL OF THE STOCKHOLDER PROPOSAL REQUESTING ISSUANCE OF A POLITICAL CONTRIBUTIONS REPORT AS DESCRIBED IN THE PROXY STATEMENT. | Y | S | A | W | ||||
APPROVAL OF THE STOCKHOLDER PROPOSAL REQUESTING ISSUANCE OF A LOBBYING REPORT AS DESCRIBED IN THE PROXY STATEMENT. | Y | S | A | W | ||||
Deere & Company | DE | 244199105 | 26-Feb-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
VOTE ON EXECUTIVE COMPENSATION | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
National Fuel Gas Co. | NFG | 636180101 | 13-Mar-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
STOCKHOLDER'S PROPOSAL | Y | S | A | W | ||||
Walt Disney Company | DIS | 254687106 | 18-Mar-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
APPROVE CERTIFICATE OF INCORPORATION | Y | I | F | W | ||||
SHAREHOLDER PROPOSAL RELATING TO PROXY ACCESS | Y | S | A | W | ||||
SHAREHOLDER PROPOSAL RELATING TO EQUITY AWARDS | Y | S | A | W | ||||
M&T Bank Corportation | MTB | 55261F104 | 15-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
Texas Instruments | TXN | 882508104 | 17-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EMPLOYEE STOCK PURCHASE PLAN | Y | I | F | W | ||||
APPROVE PERF GOALS IN LONG-TERM INCENTIVE PLAN | Y | I | F | W | ||||
E.I. Du Pont De Nemours | DD | 263534109 | 23-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
POLITICAL SPENDING | Y | S | A | W | ||||
HERBICIDE USE | Y | S | A | W | ||||
PLANT CLOSURE | Y | S | A | W | ||||
ACCELERATION OF EQUITY AWARDS | Y | S | A | W | ||||
Johnson & Johnson | JNJ | 478160104 | 24-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
EXECUTIVES TO RETAIN SIGNIFICANT STOCK | Y | S | A | W | ||||
AT&T Inc. | T | 001957109 | 25-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY AUDITORS | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
APPROVE SEVERANCE POLICY | Y | I | F | W | ||||
POLITICAL REPORT | Y | S | A | W | ||||
LOBBYING REPORT | Y | S | A | W | ||||
WRITTEN CONSENT | Y | S | A | W | ||||
International Business Machines Corp. | IBM | 459200101 | 29-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
APPROVE LONG TERM INCENTIVE PLAN | Y | I | F | W | ||||
EMPLOYEE STOCK PURCHASE PLAN | Y | I | F | W | ||||
LOBBYING REPORT | Y | S | A | W | ||||
WRITTEN CONSENT | Y | S | A | W | ||||
ACCELERATED EXECUTIVE PAY | Y | S | A | W | ||||
The Chubb Corporation | CB | 171232101 | 29-Apr-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE LONG TERM INCENTIVE PLAN | Y | I | F | W | ||||
RATIFY AUDITORS | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
PREPARATION OFANNUAL SUSTAINABILITY REPORT | Y | S | A | W | ||||
Verizon Communications, Inc. | VZ | 92343V104 | 1-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
IMPLEMENT PROXY ACCESS | Y | I | F | W | ||||
NETWORK NEUTRALITY | Y | S | A | W | ||||
LOBBYING ACTIVITIES | Y | S | A | W | ||||
SEVERANCE APPROVAL POLICY | Y | S | A | W | ||||
SHAREHOLDER RIGHT TO CALL SPECIAL MEETING | Y | S | A | W | ||||
SHAREHOLDER RIGHT TO ACT BY WRITTEN CONSENT | Y | S | A | W | ||||
PROXY VOTING AUTHORITY | Y | S | A | W | ||||
Archer-Daniels-Midland Co. | ADM | 039483102 | 1-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY AUDITORS | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
INDEPENDENT BOARD CHAIR | Y | S | A | W | ||||
Bristol-Myers Squibb Co. | BMY | 110122108 | 6-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
SIMPLE MAJORITY VOTE | Y | S | ABS | W | ||||
Nordstrom, Inc. | JWN | 655664100 | 7-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
Pepsico, Inc. | PEP | 713448108 | 7-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
APPROVE EXECUTIVE INCENTIVE PLAN | Y | I | F | W | ||||
APPROVAL OF POLITICAL CONTRIBUTIONS | Y | S | A | W | ||||
EXECUTIVES TO RETAIN SIGNIFICANT STOCK | Y | S | A | W | ||||
American Express Company | AXP | 025816109 | 12-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
DISCLOSURE OF EEO-1 DATA | Y | S | A | W | ||||
REPORT ON PRIVACY, DATA SECURITY, AND GOV REQUESTS | Y | S | A | W | ||||
WRITTEN CONSENT | Y | S | A | W | ||||
EXECUTIVES TO RETAIN SIGNIFICANT STOCK | Y | S | A | W | ||||
ConocoPhillips | COP | 20825C104 | 13-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
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ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE STOCK AND PERFORMANCE INCENTIVE PLAN | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
REPORT ON LOBBYING EXPENDITURES | Y | S | A | W | ||||
GREENHOUSE GAS REDUCTION TARGETS | Y | S | A | W | ||||
The Charles Schwab Corp. | SCHW | 808513105 | 15-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
POLITICAL CONTRIBUTIONS | Y | S | A | W | ||||
DISCLOSURE OF EEO-1 DATA | Y | S | A | W | ||||
ACCELERATED VESTING | Y | S | F | A | ||||
Intel Corporation | INTC | 458140100 | 22-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
McDonald's Corporation | MCD | 580135101 | 22-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
APPROVE PERF GOALS IN 2209 CASH INCENTIVE PLAN | Y | I | F | W | ||||
APPROVE APPOINTMENT OF AUDITOR | Y | I | F | W | ||||
SHAREHOLDER PROPOSAL TO ACT BY WRITTEN CONSENT | Y | S | A | W | ||||
The Home Depot, Inc. | HD | 437076102 | 22-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
SPECIAL SHAREHOLDER MEETINGS | Y | S | A | W | ||||
EMPLOYMENT DIVERSITY REPORT | Y | S | A | W | ||||
Merck & Co., Inc. | MRK | 589331107 | 22-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
SHAREHOLDER PROPOSAL TO ACT BY WRITTEN CONSENT | Y | S | A | W | ||||
SPECIAL SHAREHOLDER MEETINGS | Y | S | A | W | ||||
Exxon Mobil Corp. | XOM | 30231G102 | 28-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
MAJORITY VOTE FOR DIRECTORS | Y | S | A | W | ||||
LIMIT DIRECTORSHIPS | Y | S | A | W | ||||
AMENDMENT OF EEO POLICY | Y | S | A | W | ||||
REPORT ON LOBBYING EXPENDITURES | Y | S | A | W | ||||
GREENHOUSE GAS EMISSIONS GOALS | Y | S | A | W | ||||
Chevron Corp. | CVX | 166764100 | 25-May-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
CHARITABLE CONTRIBUTIONS DISCLOSURE | Y | S | A | W | ||||
LOBBYING DISCLOSURE | Y | S | A | W | ||||
SHALE ENERGY OPERATIONS | Y | S | F | A | ||||
INDEPENDENT BOARD CHAIR | Y | S | A | W | ||||
SPECIAL SHAREHOLDER MEETINGS | Y | S | A | W | ||||
INDEPENDENT DIRECTOR WITH ENVIRONMENTAL EXPERTISE | Y | S | A | W | ||||
COUNTRY SELECTION GUIDELINES | Y | S | A | W | ||||
Blackrock, Inc. | BLK | 497266106 | 29-May-14 | ELECTION OF DIRECTOR | Y | S | A | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
APPROVE STOCK AND PERFORMANCE INCENTIVE PLAN | Y | I | F | W | ||||
APPROVE INCENTIVE PERFORMANCE PLAN | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
Target Corp | TGT | 87612E106 | 11-Jun-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
APPROVE EXECUTIVE COMPENSATION PLAN | Y | I | F | W | ||||
ELIMINATE PERQUISITIES | Y | S | A | W | ||||
INDEPENDENT CHAIRMAN | Y | S | A | W | ||||
DISCRIMINATION POLICY | Y | S | A | W | ||||
Caterpillar | CAT | 149123101 | 11-Jun-14 | ELECTION OF DIRECTOR | Y | I | F | W |
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
ELECTION OF DIRECTOR | Y | I | F | W | ||||
RATIFY ACCOUNTING FIRM | Y | I | F | W | ||||
ADVISORY VOTE ON EXECUTIVE COMPENSATION | Y | I | F | W | ||||
APPROVE LONG TERM INCENTIVE PLAN | Y | I | F | W | ||||
APPROVE SHORT TERM INCENTIVE PLAN | Y | I | F | W | ||||
REVIEW GLOBAL CORPORATE STANDARDS | Y | S | A | W | ||||
SALES TO SUDAN | Y | S | A | W | ||||
CUMULATIVE VOTING | Y | S | A | W | ||||
Cutler Fixed Income Fund
PROXY VOTING RECORD: July 1, 2013- June 30, 2014
The Fund held no securities entitled to vote at a meeting of shareholders during the reporting period (July 1, 2013 through June 30, 2014).