Municipal investments (Mayor's Office)

Beryl Lipton filed this request with the Mayor's Office of Orem, UT.
Multi Request Municipal investments


From: Beryl Lipton

To Whom It May Concern:

Pursuant to Utah’s Government Records Access and Management Act (“GRAMA”), 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
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
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

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

From: Mayor's Office

MuckRock News,

Pursuant to the Utah State Retention Code we are only required to keep
records for records requests for 2 years. Due to the fact this request was
made over 2 years ago and under the direction of a different City Recorder,
we apologize for the information not getting to you. I have asked our
Finance Director to provide me any information for which you requested.

The City of Orem only works with 2 Investment Management Firms in which we
have attached the most recent statement from each company.

We appreciate your patience at this time. We feel we have fulfilled your
request to the best of our ability and therefore consider this
request closed.

Thank you


Jody Bates, MMC | City Recorder

56 North State Street | Orem, Utah 84057 | (801) 229-7298

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