Get the free FORM N-PX

This document provides an annual report of proxy voting activities for the Calvert Variable Series, Inc. investment company, detailing proxy votes cast on various management proposals for fiscal year

How to fill out form n-px

How to fill out FORM N-PX

1. Obtain FORM N-PX from the SEC website or through your fund administrator.
2. Fill out the identifying information at the top of the form, including your name, address, and phone number.
3. Provide the name of the investment company and the period covered by the report.
4. List each proxy vote in the designated sections, including the issuer, the proposal, and your vote.
5. Include any additional comments or notes related to the proxy votes, if necessary.
6. Review the completed form for accuracy and completeness.
7. Sign and date the form.
8. Submit the FORM N-PX to the SEC electronically through EDGAR.

Who needs FORM N-PX?

1. Investment companies or mutual funds that need to disclose their proxy voting records.
2. Institutional investors who manage assets and must report their voting decisions.
3. Registered investment advisors and other financial entities that provide proxy voting.

People Also Ask about

What is a Form N-PX disclosed policy?

The SEC Form N-PX is to be completed by mutual funds and other registered management investment companies to disclose procedures for proxy votes. This details to investors how funds vote proxies related to different securities they hold.

What is form n-px?

Managers required to file Form N-PX will need to disclose, among other information: the issuer of the security; the shareholder meeting date; identification of the matter voted on; the number of shares voted (or zero if no shares were voted); the number of shares that the reporting person loaned and did not recall; how

What is the SEC rule for N-PX?

Form N-PORT is to be used by a registered management investment company, or an exchange-traded fund organized as a unit investment trust, or series thereof (“Fund”), other than a Fund that is regulated as a money market fund (“money market fund”) under rule 2a-7 under the Investment Company Act of 1940 [15 U.S.C.

What is the new Form N-PX rule?

The new rules mandate that each Form N-PX filer must disclose that its proxy voting records are publicly available on its website and available upon request (free of charge).

What is form n CSRs?

Form N-CSR is a combined reporting form that is to be used for reports of registered management investment companies under Section 30(b)(2) of the Investment Company Act of 1940 (the “Act”) and Section 13(a) or 15(d) of the Securities Exchange Act of 1934 (the “Exchange Act”), filed pursuant to Rule 30b2-1(a) under the

What are the requirements for N-PX?

An Institutional Manager is required to file a Form N-PX for the period July 1 through September 30 of the calendar year in which the manager's final filing on Form 13F is due pursuant to Rule 13f-1 under the Exchange Act; this filing is required to be made not later than March 1 of the immediately following calendar

What is the purpose of the Form N-PX?

SEC Form N-PX is a regulatory document that registered investment funds, including mutual funds and exchange-traded funds, are required to file annually with the SEC. The form provides detailed records of the proxy votes these funds cast on various shareholder matters.

For pdfFiller’s FAQs

What is FORM N-PX?

FORM N-PX is a standardized reporting form used by certain institutional investment managers to disclose their proxy voting records to the public. It is required to be filed with the Securities and Exchange Commission (SEC).

Who is required to file FORM N-PX?

Institutional investment managers that exercise voting authority over the shares of registered management investment companies and have voted proxies during the reporting period are required to file FORM N-PX.

How to fill out FORM N-PX?

To fill out FORM N-PX, the filing entity must provide information including their identity, the number of votes cast, the specific proposals voted on, and their voting outcomes. The form is typically filed electronically through the SEC's EDGAR system.

What is the purpose of FORM N-PX?

The purpose of FORM N-PX is to enhance transparency and accountability in proxy voting by institutional investors, allowing stakeholders to understand how their investments are being managed and the policies of investment managers regarding corporate governance.

What information must be reported on FORM N-PX?

FORM N-PX must report information such as the identity of the investment manager, the companies whose proxies were voted, detailed information about the proposals, the voting results, and any procedural notes relevant to the voting process.