# EDGAR Filing Document

**Accession Number:** 0001998389
**File Stem:** 0001998389-25-000007
**Filing Date:** 2025-8
**Character Count:** 52569
**Document Hash:** dced49b062ddc0fb2a30ea2a18558879
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001998389-25-000007.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001998389-25-000007

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ballast Asset Management, LP
- **CENTRAL INDEX KEY:** 0001998389

**ORGANIZATION NAME:**
- **EIN:** 823359779
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23439
- **FILM NUMBER:** 251254434

**BUSINESS ADDRESS:**
- **STREET 1:** 3879 MAPLE AVE
- **STREET 2:** SUITE 300
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75219
- **BUSINESS PHONE:** 469-420-5220

**MAIL ADDRESS:**
- **STREET 1:** 3879 MAPLE AVE
- **STREET 2:** SUITE 300
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75219

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001998389

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Ballast Asset Management, LP

**Address:** 3879 MAPLE AVE, DALLAS, TX 75219

**Telephone number:** 469-420-5225

**Name of agent for service:** Ultimus

**Agent Address:** 225 PICTORIA DRIVE, CINCINNATI, OH 45246

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-23439

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [ ] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [x] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                           | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AZZ INC.                                 | 002474104 | 07/09/2024     | Approve, on an advisory basis, AZZ's Executive Compensation Program.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          18184 |                0 | FOR         |                                    18184 | FOR                         |  |
| CAVCO INDUSTRIES, INC.                   | 149568107 | 07/30/2024     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           3686 |                0 | FOR         |                                     3686 | FOR                         |  |
| EAGLE MATERIALS INC.                     | 26969P108 | 08/01/2024     | Advisory resolution to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5732 |                0 | FOR         |                                     5732 | FOR                         |  |
| EAGLE MATERIALS INC.                     | 26969P108 | 08/01/2024     | Approval of an amendment to our Restated Certificate of Incorporation to allow for officer exculpation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           5732 |                0 | FOR         |                                     5732 | FOR                         |  |
| AMERICA'S CAR-MART, INC.                 | 03062T105 | 08/27/2024     | To approve an advisory resolution regarding the Company's compensation of its named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          12899 |                0 | FOR         |                                    12899 | FOR                         |  |
| AMERICA'S CAR-MART, INC.                 | 03062T105 | 08/27/2024     | To approve the America's Car-Mart, Inc. 2024 Equity Incentive Plan.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          12899 |                0 | FOR         |                                    12899 | FOR                         |  |
| SOLARIS ENERGY INFRASTRUCTURE, INC.      | 83418M103 | 08/30/2024     | LTIP Amendment Proposal: To approve an amendment (the "LTIP Amendment") to the Company's Long Term Incentive Plan (the "LTIP") to increase the number of shares of Class A common stock, par value $0.01 per share, of the Company issuable under such plan (the "LTIP Amendment Proposal").                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         116910 |                0 | FOR         |                                   116910 | FOR                         |  |
| BIOCERES CROP SOLUTIONS CORP.            | G1117K114 | 10/24/2024     | Consider the report of the Directors and the report of the independent auditors of the Company's consolidated financial statements for the financial year ended 30 June 2024 and to approve the Company's consolidated financial statements for the financial year ended 30 June 2024.                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          78562 |                0 | FOR         |                                    78562 | FOR                         |  |
| EXTREME NETWORKS, INC.                   | 30226D106 | 11/14/2024     | Advisory vote to approve our named executive officers' compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          36507 |                0 | FOR         |                                    36507 | FOR                         |  |
| EXTREME NETWORKS, INC.                   | 30226D106 | 11/14/2024     | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 2,300,000 shares of our common stock to those reserved for issuance under the plan.                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          36507 |                0 | FOR         |                                    36507 | FOR                         |  |
| RCM TECHNOLOGIES, INC.                   | 749360400 | 12/12/2024     | Advisory vote to approve the compensation of our named executive officers for 2023.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          32130 |                0 | FOR         |                                    32130 | FOR                         |  |
| NORTHERN TECHNOLOGIES INTERNATIONAL CORP | 665809109 | 01/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the accompanying proxy statement.                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          32463 |                0 | FOR         |                                    32463 | FOR                         |  |
| AMDOCS LIMITED                           | G02602103 | 01/31/2025     | To approve an extension of the term of the Amdocs Limited 1998 Stock Option and Incentive Plan to January 31, 2035 (Proposal II).                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           7673 |                0 | FOR         |                                     7673 | FOR                         |  |
| INGLES MARKETS, INCORPORATED             | 457030104 | 03/03/2025     | To approve, by non-binding vote, executive compensation, as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           7500 |                0 | FOR         |                                     7500 | FOR                         |  |
| CASS INFORMATION SYSTEMS, INC.           | 14808P109 | 04/15/2025     | To approve the advisory resolution on executive compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          24442 |                0 | FOR         |                                    24442 | FOR                         |  |
| MGIC INVESTMENT CORPORATION              | 552848103 | 04/24/2025     | Advisory Vote to Approve our Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          52796 |                0 | FOR         |                                    52796 | FOR                         |  |
| MGIC INVESTMENT CORPORATION              | 552848103 | 04/24/2025     | Approval of 2025 Omnibus Incentive Plan.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          52796 |                0 | FOR         |                                    52796 | FOR                         |  |
| CORE NATURAL RESOURCES, INC.             | 218937100 | 04/29/2025     | Approval, on an Advisory Basis, of the Compensation Paid to Core Natural Resources, Inc.'s Named Executive Officers in 2024.                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          11577 |                0 | FOR         |                                    11577 | FOR                         |  |
| KNOWLES CORPORATION                      | 49926D109 | 04/29/2025     | Non-binding, advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          55319 |                0 | FOR         |                                    55319 | FOR                         |  |
| THE GEO GROUP, INC.                      | 36162J106 | 04/29/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          37026 |                0 | FOR         |                                    37026 | FOR                         |  |
| BORGWARNER INC.                          | 099724106 | 04/30/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          23687 |                0 | ABSTAIN     |                                    23687 | AGAINST                     |  |
| EPR PROPERTIES                           | 26884U109 | 05/06/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in these proxy materials.                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          17820 |                0 | FOR         |                                    17820 | FOR                         |  |
| EPR PROPERTIES                           | 26884U109 | 05/06/2025     | To approve amendments to the Company's 2016 Equity Incentive Plan, including an increase to the number of authorized shares issuable under the plan.                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          17820 |                0 | FOR         |                                    17820 | FOR                         |  |
| TURNING POINT BRANDS, INC.               | 90041L105 | 05/06/2025     | To approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to limit liability of certain officers.                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          24312 |                0 | FOR         |                                    24312 | FOR                         |  |
| TURNING POINT BRANDS, INC.               | 90041L105 | 05/06/2025     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          24312 |                0 | FOR         |                                    24312 | FOR                         |  |
| METALLUS INC.                            | 887399103 | 05/07/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          32200 |                0 | FOR         |                                    32200 | FOR                         |  |
| ALPHA METALLURGICAL RESOURCES, INC.      | 020764106 | 05/07/2025     | Advisory approval of the Company's executive compensation as reported in the proxy statement for the annual meeting.                                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2889 |                0 | FOR         |                                     2889 | FOR                         |  |
| ECOVYST INC.                             | 27923Q109 | 05/08/2025     | To approve, on an advisory basis, the compensation paid by Ecovyst Inc. to its named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         109777 |                0 | FOR         |                                   109777 | FOR                         |  |
| THE BRINK'S COMPANY                      | 109696104 | 05/08/2025     | Approval of an advisory resolution on named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          11500 |                0 | FOR         |                                    11500 | FOR                         |  |
| SITIO ROYALTIES CORP                     | 82983N108 | 05/13/2025     | The approval, on a non-binding, advisory basis, of the Company's compensation of its named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26989 |                0 | FOR         |                                    26989 | FOR                         |  |
| TEREX CORPORATION                        | 880779103 | 05/14/2025     | To approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          10300 |                0 | FOR         |                                    10300 | FOR                         |  |
| SOLARIS ENERGY INFRASTRUCTURE, INC.      | 83418M103 | 05/15/2025     | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          67610 |                0 | FOR         |                                    67610 | FOR                         |  |
| CAPITAL BANCORP INC                      | 139737100 | 05/15/2025     | Proposal to approve on a non-binding, advisory basis, the compensation of the Company's named executive officers, as described in the proxy statement.                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          38578 |                0 | FOR         |                                    38578 | FOR                         |  |
| CAPITAL BANCORP INC                      | 139737100 | 05/15/2025     | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares.                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          38578 |                0 | FOR         |                                    38578 | FOR                         |  |
| LANDSTAR SYSTEM, INC.                    | 515098101 | 05/16/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           5793 |                0 | ABSTAIN     |                                     5793 | AGAINST                     |  |
| IPG PHOTONICS CORPORATION                | 44980X109 | 05/20/2025     | Advisory Approval of our Executive Compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           9571 |                0 | FOR         |                                     9571 | FOR                         |  |
| IPG PHOTONICS CORPORATION                | 44980X109 | 05/20/2025     | Approval of the IPG Photonics Corporation 2025 Incentive Compensation Plan                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           9571 |                0 | FOR         |                                     9571 | FOR                         |  |
| QUIDELORTHO CORPORATION                  | 219798105 | 05/20/2025     | Approval of the adoption of QuidelOrtho's Second Amended and Restated 2018 Equity Incentive Plan.                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           5725 |                0 | FOR         |                                     5725 | FOR                         |  |
| QUIDELORTHO CORPORATION                  | 219798105 | 05/20/2025     | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           5725 |                0 | FOR         |                                     5725 | FOR                         |  |
| PHINIA INC.                              | 71880K101 | 05/21/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           9367 |                0 | FOR         |                                     9367 | FOR                         |  |
| EPSILON ENERGY LTD.                      | 294375209 | 05/21/2025     | To approve, through a non-binding advisory vote, the compensation paid to the Corporation's named executive officers for the year ended December 31, 2024.                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          87122 |                0 | FOR         |                                    87122 | FOR                         |  |
| BAUSCH + LOMB CORPORATION                | 071705107 | 05/21/2025     | The approval, in an advisory vote, of the compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          53651 |                0 | ABSTAIN     |                                    53651 | AGAINST                     |  |
| LENNOX INTERNATIONAL INC.                | 526107107 | 05/22/2025     | To conduct an advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1488 |                0 | FOR         |                                     1488 | FOR                         |  |
| GENPACT LIMITED                          | G3922B107 | 05/22/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          16792 |                0 | FOR         |                                    16792 | FOR                         |  |
| ROYAL GOLD, INC.                         | 780287108 | 05/22/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           6000 |                0 | FOR         |                                     6000 | FOR                         |  |
| ROYAL GOLD, INC.                         | 780287108 | 05/22/2025     | Approval of 2025 Incentive Plan                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           6000 |                0 | FOR         |                                     6000 | FOR                         |  |
| COMPOSECURE, INC.                        | 20459V105 | 05/28/2025     | A proposal to approve an amendment to the Company's current Charter to remove obsolete provisions.                                                                                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          34733 |                0 | FOR         |                                    34733 | FOR                         |  |
| COMPOSECURE, INC.                        | 20459V105 | 05/28/2025     | A proposal to approve an amendment to the Company's 2021 Incentive Equity Plan (the "Plan") to (a) increase the number of shares of the Company's Common Stock reserved for issuance pursuant to the Plan by an additional four million (4,000,000) shares; (b) increase the annual automatic increase in the number of shares reserved for issuance pursuant to the Plan from 4% to 6% of the outstanding shares of the Company's Common Stock as of the first day of each calendar year; and (c) to extend the term of the Plan, which currently expires in 2031, to 2035. | SECTION 14A SAY-ON-PAY VOTES |          34733 |                0 | FOR         |                                    34733 | FOR                         |  |
| CLIMB GLOBAL SOLUTIONS INC               | 946760105 | 06/03/2025     | A non-binding advisory resolution to approve the compensation of the Company's named executive officers, as described in the Company's proxy statement.                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          14896 |                0 | FOR         |                                    14896 | FOR                         |  |
| CLIMB GLOBAL SOLUTIONS INC               | 946760105 | 06/03/2025     | The approval of the frequency of future advisory votes on executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          14896 |                0 | 1 YEAR      |                                    14896 | FOR                         |  |
| HILLMAN SOLUTIONS CORP.                  | 431636109 | 06/03/2025     | Approve, by non-binding vote, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          87485 |                0 | FOR         |                                    87485 | FOR                         |  |
| HILLMAN SOLUTIONS CORP.                  | 431636109 | 06/03/2025     | Approve an increase in number of shares reserved under our 2021 Equity Incentive Plan.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          87485 |                0 | FOR         |                                    87485 | FOR                         |  |
| KOSMOS ENERGY LTD.                       | 500688106 | 06/05/2025     | To provide a non-binding, advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         223848 |                0 | ABSTAIN     |                                   223848 | AGAINST                     |  |
| CONSENSUS CLOUD SOLUTIONS, INC.          | 20848V105 | 06/11/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          26491 |                0 | FOR         |                                    26491 | FOR                         |  |
| IRADIMED CORPORATION                     | 46266A109 | 06/19/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           9960 |                0 | FOR         |                                     9960 | FOR                         |  |
| INTERNATIONAL MONEY EXPRESS, INC.        | 46005L101 | 06/20/2025     | Approval of a non-binding advisory resolution regarding the compensation of the named executive officers of International Money Express, Inc.                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          48990 |                0 | ABSTAIN     |                                    48990 | AGAINST                     |  |
| INTERNATIONAL MONEY EXPRESS, INC.        | 46005L101 | 06/20/2025     | Approval of the Amended and Restated International Money Express, Inc. 2020 Omnibus Equity Compensation Plan.                                                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          48990 |                0 | ABSTAIN     |                                    48990 | AGAINST                     |  |
| FERROGLOBE PLC                           | G33856108 | 06/26/2025     | U.K. Annual Report and Accounts 2024: THAT the directors' and auditor's reports and the accounts of the Company for the financial year ended 31 December 2024 (the "U.K. Annual Report and Accounts") be received.                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         192812 |                0 | FOR         |                                   192812 | FOR                         |  |
| FERROGLOBE PLC                           | G33856108 | 06/26/2025     | Directors' Remuneration: THAT the directors' remuneration policy (the "Remuneration Policy"), as set out on pages 43 to 57 of the U.K. Annual Report and Accounts be approved.                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         192812 |                0 | FOR         |                                   192812 | FOR                         |  |
| FERROGLOBE PLC                           | G33856108 | 06/26/2025     | Directors' Remuneration: THAT the directors' annual report on remuneration for the financial year ended 31 December 2024 (excluding, for the avoidance of doubt, any part of the Directors' remuneration report containing the directors' remuneration policy), as set out on pages 39 to 42 and 58 to 68 of the U.K. Annual Report and Accounts be approved.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         192812 |                0 | FOR         |                                   192812 | FOR                         |  |
| FERROGLOBE PLC                           | G33856108 | 06/26/2025     | Renewed Equity Incentive Plan: THAT the rules of the Ferroglobe Plc Equity Incentive Plan in a proposed updated form (the "Renewed EIP"), the principal terms of which are summarised in this Notice, and a copy of which are produced in draft to this meeting and initialled by the Chair of the meeting for the purpose of identification, be and are hereby approved for adoption by the directors of the Company.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         192812 |                0 | FOR         |                                   192812 | FOR                         |  |
| FERROGLOBE PLC                           | G33856108 | 06/26/2025     | Remuneration of Auditor: THAT the Audit Committee of the Board be authorized to determine the auditor's remuneration.                                                                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         192812 |                0 | FOR         |                                   192812 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Ballast Asset Management, LP

**By (Signature):** STEFANIE KENNEDY

**By (Printed Signature):** STEFANIE KENNEDY

**By (Title):** CHIEF COMPLIANCE OFFICER

**Date:** 08/26/2025