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How to Guide: Solve for N-PX
What is N-PX? N-PX is an annual report of the proxy voting record.
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
Why am I hearing more about N-PX? There are new requirements
+ 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
How do I solve for N-PX? Egan-Jones' easy solution generates ready-to-submit N-PX files
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.
Contact Us
sales@ejproxy.com
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New York, NY 10036
