Municipal investments (Tampa City Clerk)

Beryl Lipton filed this request with the Tampa City Clerk of Tampa, FL.
Multi Request Municipal investments


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
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 would request your response within ten (10) business days.


Beryl Lipton

From: City of Tampa, Mayor's Office

Dear Beryl Lipton, MuckRock News,

Thank you for contacting the City of Tampa. Your attached request, received via fax in our Archives & Records office, has been forwarded to the City's Revenue & Finance Department for direct response, as that is the department which would hold the records you are requesting. Thanks again, and have a good day,

Jim Crew
Public Records Coordinator, Office of the City Clerk
City of Tampa / 315 E. Kennedy Blvd, 3rd Floor / Tampa, Florida 33602
p: (813) 274-7080 / e:<>

The information contained in this email and accompanying attachments is intended only for the addressee(s) listed above. If you are not the intended recipient of this information, any disclosure, copying, or distribution of this information is strictly prohibited. If you received this email in error, please notify the sender immediately by return email or by calling (813) 274-7080. In addition, please note that, pursuant to Florida Statute Chapter 119, this or any other written or electronic communication with this office may be subject to public disclosure unless expressly exempt. For more information about the City of Tampa, please visit our website at<> .

From: Tampa City Clerk

Good Afternoon.

Pursuant to the Media Public Records Request you faxed to our offices on Thursday, January 4, 2018, please see the information provided below from Lee Huffstutler as well as the attached documents.

Thank you for contacting the City of Tampa.

Best Regards,

Lori A. Hernandez

Executive Aide to Sonya C. Little, Chief Financial Officer, Department of Revenue and Finance

City of Tampa / 306 E. Jackson Street / Tampa, FL 33602

p: (813) 274-8151 / e:<>

Visit us on the web at<>

Please note: This email is public record.