# EDGAR Filing Document

**Accession Number:** 0001389848
**File Stem:** 0001389848-25-000018
**Filing Date:** 2025-9
**Character Count:** 22547
**Document Hash:** ccf60271d5375995078ed8587e5b12ea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001389848-25-000018.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0001389848-25-000018

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250902

**EFFECTIVENESS DATE**: 20250902

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arlington Partners LLC
- **CENTRAL INDEX KEY:** 0001389848

**ORGANIZATION NAME:**
- **EIN:** 631240625
- **STATE OF INCORPORATION:** AL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12345
- **FILM NUMBER:** 251282958

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 MORRIS AVENUE
- **STREET 2:** SUITE 1300
- **CITY:** BIRMINGHAM
- **STATE:** AL
- **ZIP:** 35203
- **BUSINESS PHONE:** 205-488-4300

**MAIL ADDRESS:**
- **STREET 1:** 2000 MORRIS AVENUE
- **STREET 2:** SUITE 1300
- **CITY:** BIRMINGHAM
- **STATE:** AL
- **ZIP:** 35203

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ARLINGTON PARTNERS LLC
- **DATE OF NAME CHANGE:** 20070213

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

## N-PX: Filer Information

**Filer CIK:** 0001389848

**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:** Arlington Partners LLC

**Address:** 2000 MORRIS AVENUE, BIRMINGHAM, AL 35203

**Telephone number:** (205) 488-4300

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-1234

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] 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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| 3M COMPANY                             | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          31370 |                0 | FOR         | 31370                                    | FOR                         |  |
| ABBOTT LABORATORIES                    | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          34706 |                0 | FOR         | 34706                                    | FOR                         |  |
| ACCENTURE PLC                          | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          12305 |                0 | FOR         | 12305                                    | FOR                         |  |
| ADOBE INC.                             | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           8682 |                0 | FOR         | 8682                                     | FOR                         |  |
| AON PLC                                | G0403H108 | 06/27/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          11506 |                0 | FOR         | 11506                                    | FOR                         |  |
| APPLE INC.                             | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          18128 |                0 | FOR         | 18128                                    | FOR                         |  |
| ASPEN TECHNOLOGY, INC.                 | 29109X106 | 12/17/2024     | Approve, on an advisory basis, the compensation of our named executive officers as identified in the Proxy Statement for the 2024 Annual Meeting of Stockholders.           | SECTION 14A SAY-ON-PAY VOTES |          19322 |                0 | FOR         | 19322                                    | FOR                         |  |
| AUTOMATIC DATA PROCESSING, INC.        | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          14664 |                0 | FOR         | 14664                                    | FOR                         |  |
| BECTON, DICKINSON AND COMPANY          | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          18153 |                0 | FOR         | 18153                                    | FOR                         |  |
| BIOGEN INC.                            | 09062X103 | 06/17/2025     | Say on Pay - To hold an advisory vote on executive compensation.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          32499 |                0 | FOR         | 32499                                    | FOR                         |  |
| BOOKING HOLDINGS INC.                  | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            865 |                0 | FOR         | 865                                      | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY           | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          80797 |                0 | FOR         | 80797                                    | FOR                         |  |
| BRITISH AMERICAN TOBACCO P.L.C.        | 110448107 | 04/16/2025     | Approval of the 2024 Directors' remuneration report                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         120492 |                0 | FOR         | 120492                                   | FOR                         |  |
| C.H. ROBINSON WORLDWIDE, INC.          | 12541W209 | 05/08/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          42016 |                0 | FOR         | 42016                                    | FOR                         |  |
| CORTEVA INC.                           | 22052L104 | 04/30/2025     | Advisory resolution to approve executive compensation of the Company's named executive officers.                                                                            | SECTION 14A SAY-ON-PAY VOTES |          71362 |                0 | FOR         | 71362                                    | FOR                         |  |
| DANAHER CORPORATION                    | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          19214 |                0 | FOR         | 19214                                    | FOR                         |  |
| DIAGEO PLC                             | 25243Q205 | 09/26/2024     | Directors' remuneration report 2024.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          31883 |                0 | FOR         | 31883                                    | FOR                         |  |
| EBAY INC.                              | 278642103 | 06/25/2025     | Advisory vote to approve named executive officer compensation.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          65726 |                0 | FOR         | 65726                                    | FOR                         |  |
| ELECTRONIC ARTS INC.                   | 285512109 | 08/01/2024     | Advisory vote to approve named executive officer compensation.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          24787 |                0 | FOR         | 24787                                    | FOR                         |  |
| EQUIFAX INC.                           | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          16125 |                0 | FOR         | 16125                                    | FOR                         |  |
| FOX CORPORATION                        | 35137L204 | 11/19/2024     | Advisory vote to approve named executive officer compensation.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         107854 |                0 | FOR         | 107854                                   | FOR                         |  |
| GENERAL DYNAMICS CORPORATION           | 369550108 | 05/07/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          16835 |                0 | FOR         | 16835                                    | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC.        | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |          27449 |                0 | FOR         | 27449                                    | FOR                         |  |
| INTERNATIONAL FLAVORS  FRAGRANCES INC. | 459506101 | 05/01/2025     | Approve, on an advisory basis, the compensation of our named executive officers in 2024.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          48638 |                0 | FOR         | 48638                                    | FOR                         |  |
| JOHNSON  JOHNSON                       | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26128 |                0 | FOR         | 26128                                    | FOR                         |  |
| MEDTRONIC PLC                          | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          51484 |                0 | FOR         | 51484                                    | FOR                         |  |
| MICROSOFT CORPORATION                  | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           8389 |                0 | FOR         | 8389                                     | FOR                         |  |
| NIKE, INC.                             | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          35258 |                0 | FOR         | 35258                                    | FOR                         |  |
| NOVARTIS AG                            | 66987V109 | 03/07/2025     | Advisory vote on the 2024 Compensation Report.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          31152 |                0 | FOR         | 31152                                    | FOR                         |  |
| ORACLE CORPORATION                     | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          27437 |                0 | FOR         | 27437                                    | FOR                         |  |
| OTIS WORLDWIDE CORPORATION             | 68902V107 | 05/15/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          44487 |                0 | FOR         | 44487                                    | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC.       | 718172109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          29910 |                0 | FOR         | 29910                                    | FOR                         |  |
| RB GLOBAL, INC.                        | 74935Q107 | 05/05/2025     | Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described in the accompanying proxy statement. | SECTION 14A SAY-ON-PAY VOTES |          46680 |                0 | FOR         | 46680                                    | FOR                         |  |
| RELX PLC                               | 759530108 | 04/24/2025     | Approve the Directors' Remuneration Report                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          88999 |                0 | FOR         | 88999                                    | FOR                         |  |
| ROPER TECHNOLOGIES, INC.               | 776696106 | 06/10/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           7573 |                0 | FOR         | 7573                                     | FOR                         |  |
| RTX CORPORATION                        | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          36054 |                0 | FOR         | 36054                                    | FOR                         |  |
| SAP SE                                 | 803054204 | 05/13/2025     | Resolution on the approval of the compensation report for fiscal year 2024                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| STARBUCKS CORPORATION                  | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          44487 |                0 | FOR         | 44487                                    | FOR                         |  |
| THE COCA-COLA COMPANY                  | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          61851 |                0 | FOR         | 61851                                    | FOR                         |  |
| THE ESTEE LAUDER COMPANIES INC.        | 518439104 | 11/08/2024     | Advisory vote to approve executive compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          40032 |                0 | FOR         | 40032                                    | FOR                         |  |
| THE HOME DEPOT, INC.                   | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10772 |                0 | FOR         | 10772                                    | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY            | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          22735 |                0 | FOR         | 22735                                    | FOR                         |  |
| THE WALT DISNEY COMPANY                | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          39607 |                0 | FOR         | 39607                                    | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.          | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           8019 |                0 | FOR         | 8019                                     | FOR                         |  |
| TRANSUNION                             | 89400J107 | 05/07/2025     | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers.                                                                     | SECTION 14A SAY-ON-PAY VOTES |          45395 |                0 | FOR         | 45395                                    | FOR                         |  |
| UNILEVER PLC                           | 904767704 | 04/30/2025     | To approve the Directors' Remuneration Report.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          76981 |                0 | FOR         | 76981                                    | FOR                         |  |
| VISA INC.                              | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          14421 |                0 | FOR         | 14421                                    | FOR                         |  |
| WALMART INC.                           | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          42485 |                0 | FOR         | 42485                                    | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Arlington Partners LLC

**By (Signature):** RICHARD PEARSON

**By (Printed Signature):** RICHARD PEARSON

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

**Date:** 08/29/2025