Municipal investments and investment managers (Racine City Clerk)
| Tracking # |
PR2018-129 |
| Multi Request | Municipal investments and investment managers |
| Submitted | Aug. 20, 2018 |
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Communications
From: Beryl Lipton
To Whom It May Concern:
Pursuant to the Wisconsin Open Records 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.
Sincerely,
Beryl Lipton
From: Racine City Clerk
Dear Ms. Lipton,
This email is being sent to acknowledge receipt of the public records request (PR2018-129) that you recently submitted to the City of Racine.
Please be advised that the City is currently processing a large number of public records requests, and they are being processed in the order that they are received. Due to limited staff available to respond to these requests, we are not able to process the requests as quickly as many requesters would like. Your request will be processed as soon as practicable and without delay. We appreciate your patience.
If you have any questions, please do not hesitate to contact this office by replying to this email. Thank you.
City Attorney’s Office
730 Washington Avenue
Room 201
Racine, Wisconsin 53403
(262) 636-9115
Fax: (262) 636-9570
publicrecords@cityofracine.org<mailto:publicrecords@cityofracine.org>
PRIVILEGE AND CONFIDENTIALITY NOTICE. This electronic transmission may contain work-product or information protected under the attorney-client privilege, both of which are protected from disclosure. This message is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail or telephone at (262) 636-9115, and delete or destroy all copies of the message. APPLICABILITY OF WISCONSIN PUBLIC RECORDS LAW. The City of Racine is subject to the Wisconsin Public Records law. Unless otherwise exempted from the public records law, senders and receivers of City of Racine e-mail should presume that e-mail is subject to release upon request and is subject to state records retention requirements.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Wisconsin Open Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response, or if further clarification is needed.
Thanks for your help, and let me know if further clarification is needed.
From: Racine City Clerk
Dear Ms. Lipton,
I am writing in response to your inquiry as to the status of your public records requests PR2018-129.
As you may know, the City is currently processing a large number of public records requests, and they are being processed in the order that they are received. Your request for records has been forwarded to the appropriate City department and, once any responsive records are assembled, they will be reviewed for release and provided to you. Due to limited staff available to respond to these requests, we are not able to process the requests as quickly as many requesters would like. Your request will be processed as soon as practicable and without delay. We appreciate your patience.
If you have any questions, please do not hesitate to contact this office by replying to this email. Thank you.
City Attorney’s Office
730 Washington Avenue
Room 201
Racine, Wisconsin 53403
(262) 636-9115
Fax: (262) 636-9570
publicrecords@cityofracine.org<mailto:publicrecords@cityofracine.org>
PRIVILEGE AND CONFIDENTIALITY NOTICE. This electronic transmission may contain work-product or information protected under the attorney-client privilege, both of which are protected from disclosure. This message is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail or telephone at (262) 636-9115, and delete or destroy all copies of the message. APPLICABILITY OF WISCONSIN PUBLIC RECORDS LAW. The City of Racine is subject to the Wisconsin Public Records law. Unless otherwise exempted from the public records law, senders and receivers of City of Racine e-mail should presume that e-mail is subject to release upon request and is subject to state records retention requirements.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Wisconsin Open Records Act request, copied below, and originally submitted on Aug. 20, 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.
From: Racine City Clerk
Dear Ms. Lipton,
I am writing in response to your inquiry as to the status of your public records requests PR2018-129.
As you may know, the City is currently processing a large number of public records requests, and they are being processed in the order that they are received. Your request for records has been forwarded to the appropriate City department and, once any responsive records are assembled, they will be reviewed for release and provided to you. Due to limited staff available to respond to these requests, we are not able to process the requests as quickly as many requesters would like. Your request will be processed as soon as practicable and without delay; however, it may be a few more weeks before you receive your response. We apologize for the wait and appreciate your patience.
If you have any questions, please do not hesitate to contact this office by replying to this email. Thank you.
City Attorney’s Office
730 Washington Avenue
Room 201
Racine, Wisconsin 53403
(262) 636-9115
Fax: (262) 636-9570
publicrecords@cityofracine.org<mailto:publicrecords@cityofracine.org<mailto:publicrecords@cityofracine.org%3cmailto:publicrecords@cityofracine.org>>
PRIVILEGE AND CONFIDENTIALITY NOTICE. This electronic transmission may contain work-product or information protected under the attorney-client privilege, both of which are protected from disclosure. This message is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail or telephone at (262) 636-9115, and delete or destroy all copies of the message. APPLICABILITY OF WISCONSIN PUBLIC RECORDS LAW. The City of Racine is subject to the Wisconsin Public Records law. Unless otherwise exempted from the public records law, senders and receivers of City of Racine e-mail should presume that e-mail is subject to release upon request and is subject to state records retention requirements.
From: Racine City Clerk
Dear Ms. Lipton,
I am writing in response to your public records request (PR2018-129), which is outlined in your email below.
Attached, please find a record that the City’s Finance Director believes is responsive to your request. Pursuant to Wisconsin’s Public Records Law, an authority is not required to create a new record by extracting and compiling information from existing records in a new format. Wis. Stat. § 19.35(1)(L); see also George v. Record Custodian, 169 Wis. 2d 573, 579, 485 N.W.2d 460 (Ct. App. 1992). As such, this record may not satisfy every aspect of your request, as no record(s) exist that would meet all of the criteria listed below.
To the extent that your request has been denied, this determination is subject to review by mandamus under Wis. Stat. § 19.37(1), or upon application to the Attorney General or District Attorney. If you have any questions or concerns, please contact my office to discuss the matter. I would ask that you raise any such questions within 30 days of this letter, otherwise I will consider this matter closed. Thank you.
Sincerely,
Marisa Roubik
MARISA L. ROUBIK
Assistant City Attorney
City of Racine, Wisconsin
City Attorney’s Office
730 Washington Avenue
Room 201
Racine, Wisconsin 53403
(262) 636-9115
Fax: (262) 636-9570
marisa.roubik@cityofracine.org<mailto:marisa.roubik@cityofracine.org>
RECIPIENTS - PLEASE CONTACT ME PRIOR TO FORWARDING MESSAGES DESIGNATED AS ATTORNEY-CLIENT COMMUNICATIONS.
PRIVILEGE AND CONFIDENTIALITY NOTICE. This electronic transmission may contain work-product or information protected under the attorney-client privilege, both of which are protected from disclosure. This message is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail or telephone at (262) 636-9115, and delete or destroy all copies of the message. APPLICABILITY OF WISCONSIN PUBLIC RECORDS LAW. The City of Racine is subject to the Wisconsin Public Records law. Unless otherwise exempted from the public records law, senders and receivers of City of Racine e-mail should presume that e-mail is subject to release upon request and is subject to state records retention requirements.
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