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Approaching Deadline: 
Submission required by Aug 31, 2024

Vote Record:
Reports must include shares voted and vote record (including abstentions)

Record Period: 
Records must cover the period July 1, 2023, to June 30, 2024

Wide Reporting Net: 
Reports are required from RIAs over $100m in AUM and management investment co.'s (excl. N-5 filers)

Public Disclosure: 
All N-PX filings are publicly available on EDGAR

+ Standard XML filetype

Submissions use standardized .xml filetype

+ Standard response order

All data must be provided in the order described on the N-PX form

+ Matched item language & order

Funds must use the same language and order as the issuer’s proxy card

+ Standard categorization

Votes must be categorized into 14 categories

+ Quantitative disclosures

Disclosure of number and disposition of shares voted

+ Shares on loan

Funds are required to disclose shares loaned but not recalled

+ Post on website

N-PX filers must post on their own website

Gather proper info

Submit (a) 1-page company questionnaire (b) shares on loan information and (c) external vote information through Egan-Jones' platform.

Upload generated report to own website & Edgar

Receive an N-PX report generated by Egan-Jones and submit it to your own freely available website and to EDGAR.