Shareholder Proposals Guide
Public companies, as part of their Annual General Meeting, can vote on a variety of proposal items - and those proposals can come from the company themselves, or can be submitted by investors.
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The guide below has all of the information you'll need to check eligibility, form your language, and submit a proposal. If an investor proposal is accepted, then basic information about them like name, address and holding amount may be publicly included as part of the AGM.
Table of Contents:
Advocacy and Corporate Governance: An Overview - 1
Shareholder Proposals - The Basics - 1
Why do Investors file Proposals? - 2
What are the Required Ownership Thresholds? - 2
When can I Submit a Shareholder Proposal? - 3
How to Submit a Shareholder Proposal? - 3
How to Write a Strong Proposal? - 4
What is an example of a successful shareholder proposal? - 5
What happens after I submit a proposal? - 5
What happens when a company challenges a proposal? - 6
What are the reasons a company can cite when challenging? - 6
What happens if the challenge is successful? - 7
What happens if the proposal is included in the proxy materials? - 8
How are shareholder votes calculated? - 8
If a shareholder proposal passes - is it binding? - 8
In Conclusion - 9
Sources and Citations - 9