Municipal investments and investment managers (Smithtown City Clerk)

Beryl Lipton filed this request with the Smithtown City Clerk of Smithtown, NY.
Multi Request Municipal investments and investment managers
Est. Completion None
Status
No Responsive Documents

Communications

From: Beryl Lipton


To Whom It May Concern:

Pursuant to the New York Freedom of Information Law, 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 5 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Smithtown City Clerk

Please see attached acknowledgment of receipt of FOIL application.

Faith L. McGibney
Paralegal
Office of the Town Attorney
Town of Smithtown
99 West Main Street
Smithtown, New York 11787
Telephone: (631) 360-7570
Fax: (631) 360-7719
fmcgibney@smithtownny.gov

CONFIDENTIALITY NOTICE: This email, including any attachment(s), is intended only for the original addressee(s). Unless otherwise indicated, it may contain information that is confidential, privileged or exempt from disclosure under applicable law. Unintended transmission shall not constitute a waiver of attorney/client privilege. If you have received this email in error, please notify the sender immediately, delete this email and destroy any copies. This email may not be forwarded to any other addressee(s) without prior written consent of the originator. Any unauthorized use or disclosure of the information contained herein is prohibited.

From: Smithtown City Clerk

Please see attached response to FOIL application dated August 22, 2018.

Faith L. McGibney
Paralegal
Office of the Town Attorney
Town of Smithtown
99 West Main Street
Smithtown, New York 11787
Telephone: (631) 360-7570
Fax: (631) 360-7719
fmcgibney@smithtownny.gov

CONFIDENTIALITY NOTICE: This email, including any attachment(s), is intended only for the original addressee(s). Unless otherwise indicated, it may contain information that is confidential, privileged or exempt from disclosure under applicable law. Unintended transmission shall not constitute a waiver of attorney/client privilege. If you have received this email in error, please notify the sender immediately, delete this email and destroy any copies. This email may not be forwarded to any other addressee(s) without prior written consent of the originator. Any unauthorized use or disclosure of the information contained herein is prohibited.

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