Segall Bryant & Hamill Trust Files DEFA14A
| Field | Detail |
|---|---|
| Company | Segall Bryant & Hamill Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 15, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-disclosure, trust-administration
TL;DR
SBH Trust filed its DEFA14A on 7/15/25, outlining fund details for investors.
AI Summary
Segall Bryant & Hamill Trust filed a DEFA14A on July 15, 2025, detailing its corporate actions and fund information. The filing includes details 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, across different share classes (Retail and Institutional). The trust, formerly known as Westcore Trust, is managed by Ultimus Fund Solutions, LLC.
Why It Matters
This filing provides crucial information for investors in Segall Bryant & Hamill Trust funds regarding fund structure, share classes, and administrative details.
Risk Assessment
Risk Level: low — This filing is a routine disclosure document (DEFA14A) and does not inherently present new financial risks.
Key Players & Entities
- Segall Bryant & Hamill Trust (company) — Filer of the DEFA14A
- Ultimus Fund Solutions, LLC (company) — Administrator for the trust
- Westcore Trust (company) — Former name of the trust
- 20250715 (date) — Filing date
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is a definitive proxy statement used to solicit proxies from shareholders for an annual or special meeting of security holders.
When was this DEFA14A filed?
This DEFA14A was filed on July 15, 2025.
What are some of the funds 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.
Who is the administrator for Segall Bryant & Hamill Trust?
Ultimus Fund Solutions, LLC is listed as the administrator for the trust.
What was the former name of Segall Bryant & Hamill Trust?
The trust was formerly known as Westcore Trust.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 15, 2025 regarding Segall Bryant & Hamill Trust.