Ultimus Managers Trust Files Proxy Statement
| Field | Detail |
|---|---|
| Company | Ultimus Managers Trust |
| Form Type | DEF 14A |
| Filed Date | Apr 1, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, regulatory-filing, fund-management
Related Tickers: UMT
TL;DR
Ultimus Managers Trust filed its DEF 14A proxy statement for the Blue Current Global Dividend Fund.
AI Summary
Ultimus Managers Trust filed a definitive proxy statement (DEF 14A) on April 1, 2025, for the period ending March 31, 2025. The filing pertains to the Blue Current Global Dividend Fund, Institutional Class (BCGDX). No specific financial transactions or proposals are detailed in the provided excerpt, but it serves as a formal notification to shareholders regarding proxy voting matters.
Why It Matters
This filing is a standard regulatory requirement for public companies to inform shareholders about matters requiring a vote, ensuring transparency and shareholder rights.
Risk Assessment
Risk Level: low — The filing is a routine proxy statement and does not contain information indicating significant financial risk or operational changes.
Key Players & Entities
- Ultimus Managers Trust (company) — Registrant
- Blue Current Global Dividend Fund (company) — Fund Name
- BCGDX (company) — Ticker Symbol
FAQ
What is the purpose of a DEF 14A filing?
A DEF 14A filing, or definitive proxy statement, is used by companies to solicit proxy votes from shareholders for annual or special meetings, detailing matters to be voted upon.
Who is the registrant in this filing?
The registrant in this filing is Ultimus Managers Trust.
What fund is specifically mentioned in the filing excerpt?
The Blue Current Global Dividend Fund, Institutional Class (BCGDX) is specifically mentioned.
What is the filing date and reporting period?
The filing date is April 1, 2025, and the conformed period of report is March 31, 2025.
Is there a filing fee associated with this document?
The filing indicates 'No fee required.'
Filing Details
This Form DEF 14A (Form DEF 14A) was filed with the SEC on April 1, 2025 regarding Ultimus Managers Trust.