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As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 4/11/24 Investment Managers Series Trust N-PX 1/26/24 1:670K FilePoint/FA → Zacks All-Cap Core Fund ⇒ Institutional Class (CZOVX) → Zacks Dividend Fund ⇒ Institutional Class Shares (ZDIIX) — Investor Class (ZDIVX) → Zacks Small-Cap Core Fund ⇒ Institutional Class (ZSCIX) — Investor Class (ZSCCX) |
Document/Exhibit Description Pages Size
1: N-PX Annual Proxy Voting Report by an Investment HTML 668K
Company
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 811-21719
INVESTMENT MANAGERS SERIES TRUST
(Exact name of registrant as specified in charter)
| 235 W. Galena Street, Milwaukee, WI | 53212 |
| (Address of principal executive offices) | (Zip code) |
Diane J. Drake
Mutual Fund Administration, LLC
2220 E. Route 66, Suite 226
(Name and address of agent for service)
Registrant's telephone number, including area code: (626) 385-5777
Date of fiscal year end: November 30
Date of reporting period: July 1, 2023 – January 26, 2024 (reorganization date)
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.
| Form N-PX | Proxy Voting Records |
| Fund Name: | Zacks All-Cap Core Fund |
| Reporting Period: | 07/1/2023 to 01/26/2024 |
| Company Name | Primary Ticker Symbol | Security ID | Meeting Date | Meeting Type | Proposal Number | Proposal Short Text | Committee Name | Was Ballot Voted | For/Against Recommended Vote | Fund Vote | Account Name |
| SNOWFLAKE INC. | SNOW | 833445109 | 05-Jul-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| SNOWFLAKE INC. | SNOW | 833445109 | 05-Jul-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| SNOWFLAKE INC. | SNOW | 833445109 | 05-Jul-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| SNOWFLAKE INC. | SNOW | 833445109 | 05-Jul-2023 | Annual | 4 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| SNOWFLAKE INC. | SNOW | 833445109 | 05-Jul-2023 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 1 | Election of Directors (Full Slate) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 2 | Election of Directors (Full Slate) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 3 | Election of Directors (Full Slate) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 4 | Election of Directors (Full Slate) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 5 | Election of Directors (Full Slate) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 6 | Miscellaneous Compensation Plans | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 7 | Miscellaneous Corporate Actions | Management | Yes | No Management Recommendation | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 8 | Miscellaneous Corporate Actions | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 9 | Miscellaneous Corporate Actions | Management | Yes | No Management Recommendation | For | ZACKS ALL-CAP CORE FUND |
| NICE LTD. | NICE | 653656108 | 17-Jul-2023 | Annual | 10 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 8 | Amend Employee Stock Purchase Plan | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 9 | Amend Employee Stock Purchase Plan | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 10 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 11 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 12 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | 22-Aug-2023 | Annual | 13 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| E.L.F. BEAUTY, INC. | ELF | 26856L103 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| E.L.F. BEAUTY, INC. | ELF | 26856L103 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| E.L.F. BEAUTY, INC. | ELF | 26856L103 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| E.L.F. BEAUTY, INC. | ELF | 26856L103 | 24-Aug-2023 | Annual | 2 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| E.L.F. BEAUTY, INC. | ELF | 26856L103 | 24-Aug-2023 | Annual | 3 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 5 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 6 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 7 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 8 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| NIKE, INC. | NKE | 654106103 | 12-Sep-2023 | Annual | 9 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 13 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 14 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 15 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 16 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 17 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 18 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 19 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 20 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 12 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 13 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| CACI INTERNATIONAL INC | CACI | 127190304 | 19-Oct-2023 | Annual | 14 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 11 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 12 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 13 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 14 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| CINTAS CORPORATION | CTAS | 172908105 | 24-Oct-2023 | Annual | 15 | S/H Proposal - Environmental | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 13 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 14 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | 08-Nov-2023 | Annual | 15 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 2 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 3 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 4 | Amend Stock Compensation Plan | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 6 | S/H Proposal - Gender Pay Gap | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| ORACLE CORPORATION | ORCL | 68389X105 | 15-Nov-2023 | Annual | 7 | S/H Proposal - Establish Independent Chairman | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 10 | Adopt Incentive Stock Option Plan | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 11 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 12 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 13 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 14 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 13 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 14 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 15 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 16 | S/H Proposal - Report on Executive Compensation | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 17 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 18 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 19 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 20 | S/H Proposal - Environmental | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 21 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 22 | S/H Proposal - Human Rights Related | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 23 | S/H Proposal - Political/Government | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 24 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 6 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| PALO ALTO NETWORKS, INC. | PANW | 697435105 | 12-Dec-2023 | Annual | 7 | Amend Incentive Stock Option Plan | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| FABRINET | FN | G3323L100 | 12-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| FABRINET | FN | G3323L100 | 12-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| FABRINET | FN | G3323L100 | 12-Dec-2023 | Annual | 2 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| FABRINET | FN | G3323L100 | 12-Dec-2023 | Annual | 3 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| FABRINET | FN | G3323L100 | 12-Dec-2023 | Annual | 4 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 12 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 13 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 14 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 15 | Amend Incentive Stock Option Plan | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| INTUIT INC. | INTU | 461202103 | 18-Jan-2024 | Annual | 16 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 11 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 12 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 13 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS ALL-CAP CORE FUND |
| JABIL INC. | JBL | 466313103 | 25-Jan-2024 | Annual | 14 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS ALL-CAP CORE FUND |
| Form N-PX | Proxy Voting Records |
| Fund Name: | Zacks Dividend Fund |
| Reporting Period: | 07/1/2023 to 01/26/2024 |
| Company Name | Primary Ticker Symbol | Security ID | Meeting Date | Meeting Type | Proposal Number | Proposal Short Text | Committee Name | Was Ballot Voted | For/Against Recommended Vote | Fund Vote | Account Name |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 13 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 14 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 15 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 16 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 17 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 18 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 19 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| THE PROCTER & GAMBLE COMPANY | PG | 742718109 | 10-Oct-2023 | Annual | 20 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 12 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 13 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 14 | Adopt Employee Stock Purchase Plan | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 15 | Stock Issuance | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 16 | Eliminate Pre-Emptive Rights | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MEDTRONIC PLC | MDT | G5960L103 | 19-Oct-2023 | Annual | 17 | Miscellaneous Corporate Actions | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 13 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 14 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 15 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 16 | Adopt Omnibus Stock Option Plan | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 17 | Adopt Employee Stock Purchase Plan | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| PARKER-HANNIFIN CORPORATION | PH | 701094104 | 25-Oct-2023 | Annual | 18 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 11 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 12 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| VAIL RESORTS, INC. | MTN | 91879Q109 | 06-Dec-2023 | Annual | 13 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 10 | Adopt Incentive Stock Option Plan | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 11 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 12 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 13 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| CISCO SYSTEMS, INC. | CSCO | 17275R102 | 06-Dec-2023 | Annual | 14 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 13 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 14 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 15 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 16 | S/H Proposal - Report on Executive Compensation | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 17 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 18 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 19 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 20 | S/H Proposal - Environmental | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 21 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 22 | S/H Proposal - Human Rights Related | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 23 | S/H Proposal - Political/Government | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| MICROSOFT CORPORATION | MSFT | 594918104 | 07-Dec-2023 | Annual | 24 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 10 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 11 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 12 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 13 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 14 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 15 | Approve Article Amendments | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 16 | Approve Article Amendments | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 17 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS DIVIDEND FUND |
| JACOBS SOLUTIONS INC. | J | 46982L108 | 24-Jan-2024 | Annual | 18 | S/H Proposal - Corporate Governance | Management | Yes | For (in alignment with) Management | Against | ZACKS DIVIDEND FUND |
| Form N-PX | Proxy Voting Records |
| Fund Name: | Zacks Small-Cap Core Fund |
| Reporting Period: | 07/1/2023 to 01/26/2024 |
| Company Name | Primary Ticker Symbol | Security ID | Meeting Date | Meeting Type | Proposal Number | Proposal Short Text | Committee Name | Was Ballot Voted | For/Against Recommended Vote | Fund Vote | Account Name |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 4 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 5 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 6 | Amend Stock Compensation Plan | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CRA INTERNATIONAL, INC. | CRAI | 12618T105 | 13-Jul-2023 | Annual | 7 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 10 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 11 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SKYLINE CHAMPION CORPORATION | SKY | 830830105 | 27-Jul-2023 | Annual | 12 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 2 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| THERMON GROUP HOLDINGS, INC. | THR | 88362T103 | 31-Jul-2023 | Annual | 3 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| STONEX GROUP INC. | SNEX | 861896108 | 10-Aug-2023 | Special | 1 | Authorize Common Stock Increase | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| STONEX GROUP INC. | SNEX | 861896108 | 10-Aug-2023 | Special | 2 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| ALLIENT INC. | AMOT | 019330109 | 11-Aug-2023 | Special | 1 | Approve Article Amendments | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 4 | Stock Issuance | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 5 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 6 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| LIVERAMP HOLDINGS, INC. | RAMP | 53815P108 | 15-Aug-2023 | Annual | 7 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| AMERICAN SOFTWARE, INC. | AMSWA | 029683109 | 22-Aug-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| AMERICAN SOFTWARE, INC. | AMSWA | 029683109 | 22-Aug-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| AMERICAN SOFTWARE, INC. | AMSWA | 029683109 | 22-Aug-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| AMERICAN SOFTWARE, INC. | AMSWA | 029683109 | 22-Aug-2023 | Annual | 4 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| AMERICAN SOFTWARE, INC. | AMSWA | 029683109 | 22-Aug-2023 | Annual | 5 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| AMERICAN SOFTWARE, INC. | AMSWA | 029683109 | 22-Aug-2023 | Annual | 6 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 2 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CSW INDUSTRIALS, INC. | CSWI | 126402106 | 24-Aug-2023 | Annual | 3 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 2 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 3 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 4 | Amend Stock Option Plan | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTER PARFUMS, INC. | IPAR | 458334109 | 14-Sep-2023 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 10 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 11 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| EPLUS INC. | PLUS | 294268107 | 14-Sep-2023 | Annual | 12 | Miscellaneous Corporate Actions | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| NATIONAL BEVERAGE CORP. | FIZZ | 635017106 | 06-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| NATIONAL BEVERAGE CORP. | FIZZ | 635017106 | 06-Oct-2023 | Annual | 2 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| NATIONAL BEVERAGE CORP. | FIZZ | 635017106 | 06-Oct-2023 | Annual | 3 | 14A Executive Compensation Vote Frequency | Management | Yes | Against Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 2 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 3 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| GMS INC. | GMS | 36251C103 | 18-Oct-2023 | Annual | 4 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| STANDEX INTERNATIONAL CORPORATION | SXI | 854231107 | 24-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| STANDEX INTERNATIONAL CORPORATION | SXI | 854231107 | 24-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| STANDEX INTERNATIONAL CORPORATION | SXI | 854231107 | 24-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| STANDEX INTERNATIONAL CORPORATION | SXI | 854231107 | 24-Oct-2023 | Annual | 4 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| STANDEX INTERNATIONAL CORPORATION | SXI | 854231107 | 24-Oct-2023 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 4 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 5 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 6 | Approve Stock Compensation Plan | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC. | AIT | 03820C105 | 24-Oct-2023 | Annual | 7 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTAPP, INC | INTA | 45827U109 | 14-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTAPP, INC | INTA | 45827U109 | 14-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTAPP, INC | INTA | 45827U109 | 14-Nov-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| INTAPP, INC | INTA | 45827U109 | 14-Nov-2023 | Annual | 2 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 6 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 7 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 8 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 9 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 10 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CANTALOUPE, INC. | CTLP | 138103106 | 30-Nov-2023 | Annual | 11 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 1 | Election of Directors (Full Slate) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 2 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 3 | Miscellaneous Corporate Actions | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 4 | Eliminate Pre-Emptive Rights | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 6 | Approve Remuneration of Directors and Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| CIMPRESS PLC | CMPR | G2143T103 | 14-Dec-2023 | Annual | 7 | 14A Executive Compensation Vote Frequency | Management | Yes | For (in alignment with) Management | 1 Year | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| BLUEGREEN VACATIONS HOLDING CORPORATION | BVH | 096308101 | 21-Dec-2023 | Annual | 1 | Election of Directors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 4 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 5 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 6 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| FORESTAR GROUP INC. | FOR | 346232101 | 16-Jan-2024 | Annual | 7 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SUPER MICRO COMPUTER INC. | SMCI | 86800U104 | 22-Jan-2024 | Annual | 1 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SUPER MICRO COMPUTER INC. | SMCI | 86800U104 | 22-Jan-2024 | Annual | 2 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SUPER MICRO COMPUTER INC. | SMCI | 86800U104 | 22-Jan-2024 | Annual | 3 | Election of Directors (Majority Voting) | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SUPER MICRO COMPUTER INC. | SMCI | 86800U104 | 22-Jan-2024 | Annual | 4 | 14A Executive Compensation | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SUPER MICRO COMPUTER INC. | SMCI | 86800U104 | 22-Jan-2024 | Annual | 5 | Ratify Appointment of Independent Auditors | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
| SUPER MICRO COMPUTER INC. | SMCI | 86800U104 | 22-Jan-2024 | Annual | 6 | Approve Stock Compensation Plan | Management | Yes | For (in alignment with) Management | For | ZACKS SMALL-CAP CORE FUND |
SIGNATURES
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) | Investment Managers Series Trust | |
| By (Signature and Title)* | /s/ Maureen Quill | |
| Maureen Quill, President & Principal Executive Officer | ||
| Date | April 11, 2024 |
| * | Print the name and title of each signing officer under his or her signature. |
| This ‘N-PX’ Filing | Date | Other Filings | ||
|---|---|---|---|---|
 | ||||
| Filed on / Effective on: | 4/11/24 | |||
| For Period end: | 1/26/24 | 485BPOS, NPORT-P | ||
| 7/1/23 | ||||
| List all Filings | ||||