Segall Bryant & Hamill Trust Files Proxy Statement
| Field | Detail |
|---|---|
| Company | Segall Bryant & Hamill Trust |
| Form Type | DEFA14A |
| Filed Date | May 19, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, sec-filing
TL;DR
SBH Trust dropped its proxy filing, shareholders need to vote.
AI Summary
Segall Bryant & Hamill Trust filed a DEFA14A on May 19, 2025, detailing its proxy statement. The filing includes information on various Segall Bryant & Hamill funds, such as the Plus Bond Fund, Colorado Tax Free Fund, Global All Cap Fund, and Quality High Yield Fund, with both retail and institutional share classes. The trust's business address is listed as c/o Ultimus Fund Solutions, LLC in Cincinnati, OH.
Why It Matters
This filing provides shareholders with essential information regarding proxy voting for the Segall Bryant & Hamill Trust's various funds, impacting their investment decisions and governance.
Risk Assessment
Risk Level: low — This is a routine proxy filing for a trust, not indicating any immediate financial distress or significant operational changes.
Key Players & Entities
- Segall Bryant & Hamill Trust (company) — Filer of the DEFA14A
- Ultimus Fund Solutions, LLC (company) — Administrator for the trust
- Segall Bryant & Hamill Plus Bond Fund (company) — Fund managed by the trust
- Segall Bryant & Hamill Colorado Tax Free Fund (company) — Fund managed by the trust
- Segall Bryant & Hamill Global All Cap Fund (company) — Fund managed by the trust
- Segall Bryant & Hamill Quality High Yield Fund (company) — Fund managed by the trust
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing is a definitive proxy statement filed with the SEC by companies to solicit proxies from shareholders for an upcoming meeting.
When was this DEFA14A filed?
This DEFA14A filing was made on May 19, 2025.
Who is the administrator for Segall Bryant & Hamill Trust?
The administrator for Segall Bryant & Hamill Trust is Ultimus Fund Solutions, LLC, located at 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246.
What are some of the funds managed by Segall Bryant & Hamill Trust mentioned in the filing?
The filing mentions the Segall Bryant & Hamill Plus Bond Fund, Segall Bryant & Hamill Colorado Tax Free Fund, Segall Bryant & Hamill Global All Cap Fund, and Segall Bryant & Hamill Quality High Yield Fund.
Does the filing indicate any specific proposals or voting matters?
While the filing is a DEFA14A, the provided text snippet does not detail the specific proposals or voting matters that shareholders are being asked to consider.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on May 19, 2025 regarding Segall Bryant & Hamill Trust.