stocks tool

Public

stocks_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

NameTypeRequiredDefaultDescription
tickerstringYesA 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.
limitintegerNo2Meetings to return per page, newest first; default 2 and max 5. Out-of-range values are rejected, never clamped.
cursorstring | nullNonullOpaque 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