Segall Bryant & Hamill Trust Files DEFA14A
| Field | Detail |
|---|---|
| Company | Segall Bryant & Hamill Trust |
| Form Type | DEFA14A |
| Filed Date | Jun 3, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, fund-management, trust
TL;DR
SBH Trust filed DEFA14A on 6/3/25 - check fund details for your investments.
AI Summary
Segall Bryant & Hamill Trust filed a DEFA14A on June 3, 2025, detailing its corporate actions and fund information. The filing includes details on various funds managed by the trust, such as the Segall Bryant & Hamill Plus Bond Fund and the Segall Bryant & Hamill Colorado Tax Free Fund, with both retail and institutional share classes. The trust's business and mailing address are listed as c/o Ultimus Fund Solutions, LLC in Cincinnati, OH.
Why It Matters
This filing provides essential information for investors regarding the structure and offerings of Segall Bryant & Hamill Trust's various funds, impacting investment decisions.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) that provides information about a trust and its funds, 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, also known as a Definitive Additional Materials filing, is used to disseminate materials that the registrant has distributed or will distribute to its security holders in connection with a solicitation of proxies.
When was this DEFA14A filing submitted?
This DEFA14A filing was submitted on June 3, 2025.
Who is the administrator for Segall Bryant & Hamill Trust?
The administrator for Segall Bryant & Hamill Trust is Ultimus Fund Solutions, LLC, with their address listed as 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 several funds including 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.
What is the fiscal year end for Segall Bryant & Hamill Trust?
The fiscal year end for Segall Bryant & Hamill Trust is December 31.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on June 3, 2025 regarding Segall Bryant & Hamill Trust.