stocks tool
Publicstocks_get_proxy_voting_summary
Covered fund managers' N-PX votes for one company's shareholder meetings.
Description
Covered fund managers' N-PX votes for one company's shareholder meetings.
These tallies count only managers in the currently ingested N-PX filer
universe — meta.coverage states the basis on every payload. They are
not official meeting outcomes. The
company's official voting results are disclosed in its Form 8-K, Item
5.07, and are not served by this tool.
Use this when asking how covered fund managers voted on a company's
proposals. Use stocks_get_company_events for the company's 8-K event
timeline, including any Item 5.07 filing; use funds_search_funds to
resolve a manager and funds_get_holdings for that fund's holdings.
The shared envelope's data contains canonical ticker,
company_name, and bounded meetings. Each meeting contains its date
(or null for the one undated bucket), distinct managers_covered, and
at most 100 proposals in deterministic order; proposals_truncated is
true when later proposal groups were omitted. Each proposal's tallies
and category union use all contributing records, while its manager
breakdown is capped at 25 manager-filing disposition rows after the
deterministic sort; managers_truncated is true when rows were omitted.
Tallies count distinct covered managers per disposition. shares_voted
sums the records that carry shares; shares_voted_incomplete is true
when the sum is present but at least one record in that aggregate had
no shares. When no record carried shares, both fields are absent.
Manager rows remain traceable to N-PX accessions. meta contains source,
the newest contributing filing date as as_of, and a required coverage
statement naming the total covered-manager basis.
Proposals merge only when their wording matches after case-folding and whitespace collapse. There is no fuzzy matching: differently worded versions of the same real-world proposal can appear as separate rows. Meetings are newest-first, with a single undated bucket last.
Bounds: default 2, max 5 meetings per page; out-of-range limits are
rejected, not clamped. To page, pass pagination.next_cursor back
unchanged as cursor; a valid cursor past the end returns an empty
success. Errors carry a machine code: bad_parameter for a malformed
ticker, cursor, or out-of-range limit; unknown_entity for a
well-formed ticker outside the entity map (with suggestions when
available); and out_of_coverage when no active N-PX filings have been
ingested.
Example: stocks_get_proxy_voting_summary(ticker="STZ", limit=2).
Parameters
Input schema
| Name | Type | Required | Default | Description |
|---|---|---|---|---|
| ticker | string | Yes | — | A US public company ticker symbol, such as 'STZ' or 'AAPL'. Returns shareholder meetings and proposal votes reported by managers in the ingested N-PX coverage universe. |
| limit | integer | No | 2 | Meetings to return per page, newest first; default 2 and max 5. Out-of-range values are rejected, never clamped. |
| cursor | string | null | No | null | Opaque cursor from a previous response's `pagination.next_cursor`. Replay it unchanged with the same ticker and limit to continue after that meeting; omit it to start from the newest meeting. |
Provenance
Sources
- sec-edgar-archivesU.S. Securities and Exchange Commission (EDGAR)
- sec-edgar-submissionsU.S. Securities and Exchange Commission (EDGAR)