Municipal investments (Town of Gaston)

Beryl Lipton filed this request with the Town of Gaston of Gaston, SC.
Multi Request Municipal investments
Est. Completion None
Status
No Responsive Documents

Communications

From: Beryl Lipton

To Whom It May Concern:

Pursuant to the South Carolina Freedom of Information Act, I hereby request the following records:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof, including any associated pension funds. If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares. Please include the following elements for the holdings, if available. If any elements are not readily available, please feel free to disregard their collection.

Asset Category Description
Asset Type Description
Mellon Security ID
Comprehensive Annual Financial Report Name
Source Account Name
Security Description1
Holdings As Of Date
Base Cost
Base Market Value
Cusip
Security Description2
Moody Quality Rating - Non GRS
S&P Quality Rating - Non GRS
Asset Type Code
Position Type
Base Currency Code
Local Currency Code
Local Currency Description
Country Of Registration Code
Country Of Registration Name
Shares
Local Cost
Base Net Income Receivable
Local Net Income Receivable
Local Market Value
Coupon Rate
Maturity Date
Base Unrealized Gain/Loss
Local Unrealized Gain Loss
Base Unrealized Currency G/L Income
Reporting Account Status
ISIN
Sedol
Ticker

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 15 business days, as the statute requires.

Sincerely,

Beryl Lipton

From:

The Town of Gaston hasn’t made any “investments”of stocks or bonds and therefore have nothing to submit. 
Thanks and have a great day!
Sherry DoanBookkeeping & Payroll ServicesPO Box 84275Lexington, SC 29073803.422.4490Fax: 1.800.781.7080

---------- Forwarded message ---------
From: <requests@muckrock.com>
Date: Wed, Apr 7, 2021 at 5:01 AM
Subject: RE: South Carolina Public Records Law Request: Municipal investments (Town of Gaston)
To: <townofgaston@gmail.com>

Town of Gaston
South Carolina Public Records Law Office
P.O. Box 429
Gaston, SC 29053

April 7, 2021

This is a follow up to a previous request:

To Whom It May Concern:

I wanted to follow up on the following South Carolina Public Records Law request, copied below, and originally submitted on Jan. 3, 2018. Please let me know when I can expect to receive a response.

Thanks for your help, and let me know if further clarification is needed.

View request history, upload responsive documents, and report problems here:
https://www.muckrock.com/

Filed via MuckRock.com
E-mail (Preferred): requests@muckrock.com

For mailed responses, please address (see note):
MuckRock News
DEPT MR 47170
411A Highland Ave
Somerville, MA 02144-2516

PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.

---

On Jan. 3, 2018:
Subject: Freedom of Information Request: Municipal investments (Town of Gaston)
To Whom It May Concern:

Pursuant to the South Carolina Freedom of Information Act, I hereby request the following records:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof, including any associated pension funds. If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares. Please include the following elements for the holdings, if available. If any elements are not readily available, please feel free to disregard their collection.

Asset Category Description
Asset Type Description
Mellon Security ID
Comprehensive Annual Financial Report Name
Source Account Name
Security Description1
Holdings As Of Date
Base Cost
Base Market Value
Cusip
Security Description2
Moody Quality Rating - Non GRS
S&P Quality Rating - Non GRS
Asset Type Code
Position Type
Base Currency Code
Local Currency Code
Local Currency Description
Country Of Registration Code
Country Of Registration Name
Shares
Local Cost
Base Net Income Receivable
Local Net Income Receivable
Local Market Value
Coupon Rate
Maturity Date
Base Unrealized Gain/Loss
Local Unrealized Gain Loss
Base Unrealized Currency G/L Income
Reporting Account Status
ISIN
Sedol
Ticker

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 15 business days, as the statute requires.

Sincerely,

Beryl Lipton

View request history, upload responsive documents, and report problems here:
https://www.muckrock.com/

Filed via MuckRock.com
E-mail (Preferred): requests@muckrock.com

For mailed responses, please address (see note):
MuckRock News
DEPT MR 47170
411A Highland Ave
Somerville, MA 02144-2516

PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.

From: Town of Gaston

The Town of Gaston has not made any “investments”of stocks or bonds.

Thank you for your inquiry.

Town of Gaston

Files

There are no files associated with this request.