Municipal investments and investment managers (Ogden City Clerk)

Beryl Lipton filed this request with the Ogden City Clerk of Ogden, UT.
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Multi Request Municipal investments and investment managers


From: Beryl Lipton

To Whom It May Concern:

Pursuant to the Government Records Access and Management 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.

• 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.

• All reports or responsive materials related to pension funds and other long term investments

• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2014 through August 31, 2018.

If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

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 10 business days, as the statute requires.


Beryl Lipton


Thank you, your request has been received.
Please note Utah State Law provides 10 days to respond to a request for records.
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Dear Beryl Lipton:
Welcome to the Ogden City Action Center. Your request has been received and is being processed.
You can monitor the progress of your request at the link below and you'll receive an email when your request has been completed.
To access the status of your request, click the link below.  You must enter your email address and the following temporary password:


Please find attached responsive records to your request. Also is a link to a website where you view all documents related to bonding for Ogden City.

For the continuing disclosure of bonds.

If we can be of further assistance, please feel free to contact our offices.

Thank you,

Tracy Hansen, MMC/CRA
City Recorder
P 801-629-8156 | F 801-629-8154

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