Municipal investments (Mayor's Office)
| Tracking # |
W005278-010318 |
| Multi Request | Municipal investments |
| Submitted | Jan. 3, 2018 |
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Communications
From: Beryl Lipton
To Whom It May Concern:
Pursuant to Florida's Sunshine Law (Fla. Stat. secs. 119.01 to 119.15 (1995)), 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 would request your response within ten (10) business days.
Sincerely,
Beryl Lipton
From: Mayor's Office
Thanks, I will get this in the works.
Christina
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From: Mayor's Office
Good afternoon & thank you for contacting the Mayor’s office. By copy of this reply, your email is being shared with our Communications Department who will facilitate your public record request.
Thank you,
Chris Chadwell
Assistant to the Mayor & City Commission | City of Lakeland
228 S. Massachusetts Avenue
Lakeland, Florida 33801
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From: Mayor's Office
Dear Beryl Lipton:
Thank you for your interest in public records of the City of Lakeland. Your request has been received and is being processed.
Your request was received in this office on 1/3/2018 and given the reference number W005278-010318 for tracking purposes.
Records Requested: • 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 DescriptionAsset Type DescriptionMellon Security IDComprehensive Annual Financial Report NameSource Account NameSecurity Description1Holdings As Of DateBase CostBase Market ValueCusipSecurity Description2Moody Quality Rating - Non GRSS&P Quality Rating - Non GRSAsset Type CodePosition TypeBase Currency CodeLocal Currency CodeLocal Currency DescriptionCountry Of Registration CodeCountry Of Registration NameSharesLocal CostBase Net Income ReceivableLocal Net Income ReceivableLocal Market ValueCoupon RateMaturity DateBase Unrealized Gain/LossLocal Unrealized Gain LossBase Unrealized Currency G/L IncomeReporting Account StatusISINSedolTickerThe 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 would request your response within ten (10) business days.
Your request will be forwarded to the relevant City department(s) to locate the information you seek and to determine the volume and any costs associated with satisfying your request. You will be contacted about the availability and/or provided with copies of the records in question.
You can monitor the progress of your request at the link below and you'll receive an email when your request has been completed. Again, thank you for using the Lakeland Public Records Center.
City of Lakeland
Track the issue status and respond at:
https://mycusthelp.com/LAKELANDFL//_rs/RequestEdit.aspx?rid=5278 (https://mycusthelp.com/LAKELANDFL//_rs/RequestEdit.aspx?rid=5278)
From: Mayor's Office
Dear Beryl Lipton,
Thank you for registering with the City of Lakeland Public Records Center. Please log in to the Public Records Center to update any contact or password information and to track the progress of your request.
Login: requests@muckrock.com
City of Lakeland
This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.
From: Mayor's Office
Attachments:
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--- Please respond above this line ---
Mr. Lipton,
Attached, please find our response to your request.
Should you have any questions, please feel free to call Jeffrey Stearns at 863-834-6292.
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muckrock.com.xlsm