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# stocks_get_proxy_voting_summary

Covered fund managers' N-PX votes for one company's shareholder meetings.

| Field | Value |
| --- | --- |
| Category | Stocks (`stocks`) |
| Exposure | public |
| MCP tool | `stocks_get_proxy_voting_summary` |
| Documentation | https://www.agentdatasets.com/docs/tools/stocks_get_proxy_voting_summary |

## 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 advertised to MCP clients and mirrored by the REST query string.

| Parameter | In | Type | Required | Default | Constraints | Description |
| --- | --- | --- | --- | --- | --- | --- |
| ticker | input | `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 | input | `integer` | no | 2 | min 1, max 5 | Meetings to return per page, newest first; default 2 and max 5. Out-of-range values are rejected, never clamped. |
| cursor | input | `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

- `sec-edgar-archives` — U.S. Securities and Exchange Commission (EDGAR), Section text extracted from 10-K/10-Q primary documents on sec.gov Archives (canonical Items with accession-number and source-URL lineage); full document HTML is never stored (U.S. Government work, public domain (17 U.S.C. § 105)). See https://www.agentdatasets.com/docs/attribution.md
- `sec-edgar-submissions` — U.S. Securities and Exchange Commission (EDGAR), Filing metadata only — form type, filing date, period of report, accession number, item codes — plus links to source documents on sec.gov; this connector never fetches or stores document contents (section extraction is `sec-edgar-archives`) (U.S. Government work, public domain (17 U.S.C. § 105)). See https://www.agentdatasets.com/docs/attribution.md
- `sec_edgar_npx` — U.S. Securities and Exchange Commission (EDGAR), Form N-PX structured-XML proxy-voting records: filings, proposals, categories, and votes (U.S. Government work / filer-submitted public records, public domain (17 U.S.C. § 105)). See https://www.agentdatasets.com/docs/attribution.md

Dataset registry: `funds_npx_proxy_votes`.
