funds tool
Publicfunds_get_proxy_votes
Fetch a fund's or manager's SEC Form N-PX proxy-voting record.
Description
Fetch a fund's or manager's SEC Form N-PX proxy-voting record.
fund accepts an investment-company registrant CIK, SEC series ID, or
fund class ticker. data.votes is one row per proposal/vote record,
ordered across active accessions, then by filing record sequence and
vote-record order; a proposal without a vote record remains visible
with null vote fields. Each row carries its filing accession and filed
date as as_of, the filed issuer name, active ticker when resolved,
meeting/proposal context, categories, vote series, shares, vote, and
management recommendation. Series requests also include filing-wide
rows that name no series.
Unresolved issuers retain their filed name in
issuer_name; the optional ticker filter reaches resolved issuers
only. CUSIP, ISIN, and FIGI are not available on any served surface.
The complete case-insensitive category filter vocabulary is: DIRECTOR ELECTIONS; SECTION 14A SAY-ON-PAY VOTES; AUDIT-RELATED; INVESTMENT COMPANY MATTERS; SHAREHOLDER RIGHTS AND DEFENSES; EXTRAORDINARY TRANSACTIONS; CAPITAL STRUCTURE; COMPENSATION; CORPORATE GOVERNANCE; ENVIRONMENT OR CLIMATE; HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE; DIVERSITY, EQUITY, AND INCLUSION; OTHER SOCIAL ISSUES; OTHER.
meta identifies the filer and optional series, the pinned report
period, total filtered vote rows across every active filing in that
period, SEC attribution, and an accession-ordered filings list. Each
filing reference carries form/report/amendment type, filing date,
primary-document URL, and the vote-table URL that holds the voting
rows when present. meta.as_of is the freshest row filing date on the
page, or null for an empty page. pagination uses a 25-row default and 100-row maximum
and traverses the multi-accession record; out-of-range
limits are rejected, never clamped. Pass next_cursor back until
has_more is false.
Errors are bad_parameter for malformed inputs, categories, bounds, or
cursors; unknown_entity for an unknown fund or issuer ticker; and
out_of_coverage when no active N-PX filing or requested period is
ingested.
Use this manager/fund-centric record here. For an issuer-centric view,
use stocks_get_proxy_voting_summary.
Example: funds_get_proxy_votes(fund="VFIAX", category="SECTION 14A SAY-ON-PAY VOTES", limit=25).
Parameters
Input schema
| Name | Type | Required | Default | Description |
|---|---|---|---|---|
| fund | string | Yes | — | Investment-company registrant CIK, exact SEC series id (S plus 9 digits, case-insensitive), or fund class ticker. |
| category | string | null | No | null | Optional standardized N-PX proposal category, matched case-insensitively. See the tool description for the complete 14-value vocabulary. |
| report_period | string | null | No | null | Exact N-PX period of report in YYYY-MM-DD form. Omit for the latest active filing in scope. |
| ticker | string | null | No | null | Optional issuer ticker. Only proposals resolved to that issuer company are reachable through this filter. |
| limit | integer | No | 25 | Proxy-vote rows per page (1–100). |
| cursor | string | null | No | null | Opaque pagination.next_cursor from the previous response. It resumes within the pinned report period's active filing set; keep fund and filters constant while paging. If an amendment supersedes the cursor's filing mid-walk, the cursor is rejected as bad_parameter; restart without a cursor. |