Records identify formal proxy roles, scheduling and promotion. Individual voting claims require individual voting evidence.
Formal roles
The May 15, 2025 APERS signed minutes identify Jason Brady as the Auditor of State’s proxy. He presented the Israel Bonds proposal and moved authorization of the stated $25 million to $50 million range. The motion carried. Minutes, physical pp. 1 and 4.
ATRS records separately identify Brady as Dennis Milligan’s designee in the Auditor’s board role. These are roles documented for the recorded meetings, not a live directory of every official’s current position. ATRS designee record, packet p. 6 and sign-in p. 1.
Scheduling and outreach
The April itinerary scheduled eight stops. A DFA participant’s message confirms the Hudson–Babbitt meeting; seller-authored correspondence reports Fecher and Treasury-team encounters. Keep these distinctions attached to the account. Itinerary · Participant confirmation · Seller report.
Why the roles matter
These records place the Auditor’s office in governance, coordination and promotion. They do not prove that a seller controlled a trustee, that every scheduled meeting occurred or that one named person cast the only dissenting vote.
A written investment case would let pension members distinguish advocacy from the financial reasoning on which their trustees relied. Read the proposal · Explore the network.