# EDGAR Filing Document

**Accession Number:** 0001162695
**File Stem:** 0001162695-25-000005
**Filing Date:** 2025-8
**Character Count:** 17042
**Document Hash:** 76d004130a5149b5bc5045803d6be0d4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162695-25-000005.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001162695-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MCMORGAN & CO LLC
- **CENTRAL INDEX KEY:** 0001162695

**ORGANIZATION NAME:**
- **EIN:** 522334338
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10044
- **FILM NUMBER:** 251278758

**BUSINESS ADDRESS:**
- **STREET 1:** 33 NEW MONTGOMERY STREET
- **STREET 2:** SUITE 2000
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94105
- **BUSINESS PHONE:** 4157889300

**MAIL ADDRESS:**
- **STREET 1:** 33 NEW MONTGOMERY STREET
- **STREET 2:** SUITE 2000
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94105

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

## N-PX: Filer Information

**Filer CIK:** 0001162695

**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:** MCMORGAN  CO LLC

**Address:** 33 NEW MONTGOMERY STREET, SAN FRANCISCO, CA 94105

**Telephone number:** 415-616-9305

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-10044

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| VERINT SYSTEMS INC.                     | 92343X100 | 07/10/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          70073 |                0 | FOR         |                                    70073 | FOR                         |  |
| STERICYCLE, INC.                        | 858912108 | 08/14/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          23956 |                0 | FOR         |                                    12556 | FOR                         |  |
| PATTERSON COMPANIES, INC.               | 703395103 | 09/16/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           4000 |                0 | FOR         |                                     4000 | FOR                         |  |
| ORACLE CORPORATION                      | 68389X105 | 11/14/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           3578 |                0 | AGAINST     |                                     3578 | FOR                         |  |
| THE CLOROX COMPANY                      | 189054109 | 11/20/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           1600 |                0 | FOR         |                                     1600 | FOR                         |  |
| CISCO SYSTEMS, INC.                     | 17275R102 | 12/09/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          27449 |                0 | AGAINST     |                                    27449 | FOR                         |  |
| MICROSOFT CORPORATION                   | 594918104 | 12/10/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           2199 |                0 | FOR         |                                     2199 | FOR                         |  |
| THE DUCKHORN PORTFOLIO, INC.            | 26414D106 | 12/23/2024     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         238258 |                0 | FOR         |                                    86633 | FOR                         |  |
| FRANKLIN COVEY CO.                      | 353469109 | 01/24/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          83565 |                0 | FOR         |                                    83565 | FOR                         |  |
| VISA INC.                               | 92826C839 | 01/28/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           2893 |                0 | FOR         |                                     2893 | FOR                         |  |
| HILLENBRAND, INC.                       | 431571108 | 02/18/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          66590 |                0 | FOR         |                                    66590 | FOR                         |  |
| I3 VERTICALS, INC.                      | 46571Y107 | 02/25/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         127729 |                0 | FOR         |                                    49879 | FOR                         |  |
| BRIGHTVIEW HOLDINGS, INC.               | 10948C107 | 03/04/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         140708 |                0 | FOR         |                                   140708 | FOR                         |  |
| BRIGHTVIEW HOLDINGS, INC.               | 10948C107 | 03/04/2025     | 14A Executive Compensation Vote<br>Frequency         | SECTION 14A SAY-ON-PAY VOTES |         140708 |                0 | 1 Year      |                                   140708 | NONE                        |  |
| PATTERSON COMPANIES, INC.               | 703395103 | 04/01/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           4000 |                0 | FOR         |                                     4000 | FOR                         |  |
| BANK OF AMERICA CORPORATION             | 060505104 | 04/22/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            493 |                0 | FOR         |                                      493 | FOR                         |  |
| DOMINO'S PIZZA, INC.                    | 25754A201 | 04/23/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           1299 |                0 | FOR         |                                     1299 | FOR                         |  |
| JOHNSON  JOHNSON                        | 478160104 | 04/24/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           5183 |                0 | FOR         |                                     5183 | FOR                         |  |
| DOUGLAS DYNAMICS, INC.                  | 25960R105 | 04/29/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          66247 |                0 | FOR         |                                    66247 | FOR                         |  |
| INVENTRUST PROPERTIES CORP.             | 46124J201 | 05/06/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| PEPSICO, INC.                           | 713448108 | 05/07/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           3808 |                0 | FOR         |                                     3808 | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC.        | 718172109 | 05/07/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           4675 |                0 | FOR         |                                     4675 | FOR                         |  |
| BLACKLINE, INC.                         | 09239B109 | 05/08/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          46767 |                0 | AGAINST     |                                    46767 | FOR                         |  |
| BLACKLINE, INC.                         | 09239B109 | 05/08/2025     | 14A Executive Compensation Vote<br>Frequency         | SECTION 14A SAY-ON-PAY VOTES |          46767 |                0 | 1 Year      |                                    46767 | FOR                         |  |
| HIGHLANDS REIT, INC.                    | 43110A104 | 05/08/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            496 |                0 | AGAINST     |                                      496 | FOR                         |  |
| HIGHLANDS REIT, INC.                    | 43110A104 | 05/08/2025     | 14A Executive Compensation Vote<br>Frequency         | SECTION 14A SAY-ON-PAY VOTES |            496 |                0 | 1 Year      |                                      496 | NONE                        |  |
| UNITED PARCEL SERVICE, INC.             | 911312106 | 05/08/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            110 |                0 | FOR         |                                      110 | FOR                         |  |
| SPS COMMERCE, INC.                      | 78463M107 | 05/13/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           9844 |                0 | FOR         |                                     9844 | FOR                         |  |
| SPS COMMERCE, INC.                      | 78463M107 | 05/13/2025     | 14A Executive Compensation Vote<br>Frequency         | SECTION 14A SAY-ON-PAY VOTES |           9844 |                0 | 1 Year      |                                     9844 | FOR                         |  |
| GENTEX CORPORATION                      | 371901109 | 05/15/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          78995 |                0 | FOR         |                                    78995 | FOR                         |  |
| WYNDHAM HOTELS  RESORTS, INC.           | 98311A105 | 05/15/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          27849 |                0 | FOR         |                                    27849 | FOR                         |  |
| WYNDHAM HOTELS  RESORTS, INC.           | 98311A105 | 05/15/2025     | 14A Executive Compensation Vote<br>Frequency         | SECTION 14A SAY-ON-PAY VOTES |          27849 |                0 | 1 Year      |                                    27849 | FOR                         |  |
| MEDPACE HOLDINGS, INC.                  | 58506Q109 | 05/16/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           9028 |                0 | FOR         |                                     4028 | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.           | 883556102 | 05/21/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            793 |                0 | AGAINST     |                                      793 | FOR                         |  |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC. | 12510Q100 | 05/22/2025     | 14A Extraordinary Transaction Executive Compensation | SECTION 14A SAY-ON-PAY VOTES |         386981 |                0 | AGAINST     |                                   386981 | FOR                         |  |
| AMGEN INC.                              | 031162100 | 05/23/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            718 |                0 | FOR         |                                      718 | FOR                         |  |
| MERCK  CO., INC.                        | 58933Y105 | 05/27/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            204 |                0 | FOR         |                                      204 | FOR                         |  |
| ZIMMER BIOMET HOLDINGS, INC.            | 98956P102 | 05/29/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |           3353 |                0 | FOR         |                                     3353 | FOR                         |  |
| CLEAR SECURE, INC.                      | 18467V109 | 06/05/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         101530 |                0 | FOR         |                                    41080 | FOR                         |  |
| LUCID GROUP, INC.                       | 549498103 | 06/05/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |            800 |                0 | FOR         |                                      800 | FOR                         |  |
| WILLSCOT HOLDINGS CORPORATION           | 971378104 | 06/06/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          92926 |                0 | FOR         |                                    92926 | FOR                         |  |
| ONESPAWORLD HOLDINGS LIMITED            | P73684113 | 06/09/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         123744 |                0 | FOR         |                                   123744 | FOR                         |  |
| CROCS, INC.                             | 227046109 | 06/10/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          28669 |                0 | FOR         |                                    28669 | FOR                         |  |
| SHUTTERSTOCK, INC.                      | 825690100 | 06/10/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          50843 |                0 | AGAINST     |                                    50843 | FOR                         |  |
| BLACKBAUD, INC.                         | 09227Q100 | 06/11/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          52378 |                0 | FOR         |                                    52378 | FOR                         |  |
| EXLSERVICE HOLDINGS, INC.               | 302081104 | 06/17/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |          97806 |                0 | FOR         |                                    97806 | FOR                         |  |
| INFORMATICA INC.                        | 45674M101 | 06/18/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         154324 |                0 | FOR         |                                   154324 | FOR                         |  |
| VERINT SYSTEMS INC.                     | 92343X100 | 06/19/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         103974 |                0 | FOR         |                                   103974 | FOR                         |  |
| INTERNATIONAL MONEY EXPRESS, INC.       | 46005L101 | 06/20/2025     | 14A Executive Compensation                           | SECTION 14A SAY-ON-PAY VOTES |         193025 |                0 | FOR         |                                   193025 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** MCMORGAN  CO LLC

**By (Signature):** Andrew Josef

**By (Printed Signature):** Andrew Josef

**By (Title):** Senior Managing Director, General Counsel  CCO

**Date:** 08/29/2025