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Fabio df176ce612 Legislation: batch D — NY OH OK OR PA RI SC SD TX UT

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

2026-07-06 17:28:03 -04:00

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Oregon SB 361 (2019 Regular Session) — Relating to the prudent investor rule.

Modifies prudent investor rule to allow trustee to consider settlor's or beneficiaries' personal values, including settlor's or beneficiaries' desire to engage in sustainable or socially responsible investment strategies aligning with settlor's or beneficiaries' social, environmental, social and] governance factors of investments] or other values or beliefs, and beneficiaries' financial needs, when making investment decisions.

Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

Introduced (filed) — source
Senate Amendments to Introduced (filed) — [source](https://olis.leg.state.or.us/liz/2019R1/Downloads/MeasureDocument/SB361/Senate Amendments to Introduced)
A-Engrossed (committee substitute) — source
SJUD Amendment -1 (committee substitute) — source
Enrolled (enrolled) — source

Votes

Third reading. Carried by Burdick. Passed. — 18–10 (pass) · upper
Third reading. Carried by Smith Warner. Passed. — 44–14 (pass) · lower
Heard and Reported Out — 4–1 (pass) · upper
Heard and Reported Out — 4–1 (pass) · lower
Heard and Reported Out with Amendments — 4–3 (pass) · upper

Timeline

The legislative action history — every referral, reading, and vote.

2019-01-14T15:33:37+00:00 Introduction and first reading. Referred to President's desk. introduction, reading-1, referral-committee
2019-01-16T17:20:23+00:00 Referred to Judiciary. referral-committee
2019-03-26T15:02:00+00:00 Work Session held.
2019-04-05T21:20:49+00:00 Recommendation: Do Pass with amendments. (Printed A-Eng.)
2019-04-05T21:20:50+00:00 Referred to Rules by order of the President. referral-committee
2019-05-22T20:02:00+00:00 Public Hearing and Work Session held.
2019-05-28T15:49:02+00:00 Recommendation: Do pass the A-Eng. bill. committee-passage-favorable
2019-05-28T18:19:22+00:00 Second reading. reading-2
2019-05-29T18:28:33+00:00 Third reading. Carried by Burdick. Passed. passage, reading-3
2019-05-30T16:46:08+00:00 First reading. Referred to Speaker's desk. introduction, reading-1, referral-committee
2019-06-04T23:08:18+00:00 Referred to Rules. referral-committee
2019-06-10T22:01:00+00:00 Public Hearing held.
2019-06-13T22:32:00+00:00 Work Session held.
2019-06-14T21:20:14+00:00 Recommendation: Do pass. committee-passage-favorable
2019-06-18T03:26:31+00:00 Second reading. reading-2
2019-06-18T21:52:10+00:00 Third reading. Carried by Smith Warner. Passed. passage, reading-3
2019-06-24T22:53:53+00:00 President signed. passage
2019-06-25T15:12:43+00:00 Speaker signed. passage
2019-07-15T16:31:00+00:00 Governor signed. executive-signature
2019-07-23T17:36:36+00:00 Chapter 546, 2019 Laws.
2019-07-23T17:39:36+00:00 Effective date, January 1, 2020.
2019-02-04T17:01:00+00:00 Public Hearing held.

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/dbac520d-e4a8-499a-a403-26928828782c. Confidence: reported (aggregated from official Oregon legislature records).

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