Municipal investments and investment managers (Woburn City Clerk)

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


From: Beryl Lipton

To Whom It May Concern:

Pursuant to the Massachusetts Public Records 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.

I also request that, if appropriate, fees be waived as we believe this request is in the public interest, as suggested but not stipulated by the recommendations of the Massachusetts Supervisor of Public Records. The requested documents will be made available to the general public free of charge as part of the public information service at, processed by a representative of the news media/press and is made in the process of news gathering and not for commercial usage.

I expect the request to be filled in an accessible format, including for screen readers, which provide text-to-speech for persons unable to read print. Files that are not accessible to screen readers include, for example, .pdf image files as well as physical documents.

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: Woburn City Clerk

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From: Woburn City Clerk

Please see the attached.

Ellen Callahan Doucette
City Solicitor
City Hall
10 Common Street
Woburn, MA 01801
(781) 897-5910 (main)
(781) 897-5916 (direct)<>

This transmission, including any attachment, is being sent by or on behalf of the City of Woburn City Solicitor’s Office; it is intended for the exclusive use of the addressee named above and may constitute information that is privileged or confidential or otherwise legally exempt from disclosure as a public record. The information contained in this e-mail may be confidential and may be subject to the attorney-client privilege and/or the work product doctrine. It may also be private and/or confidential information protected under state and federal laws. If you are not the addressee or an agent responsible for delivering this message to same, you are not authorized to retain, read, copy or disseminate this electronic mail (or any attachments) or any part thereof. If you have received this electronic mail (and any attachments) in error, please reply to this email and send written confirmation that same has been deleted from your system.

From: Woburn City Clerk

Previously sent these documents to your attention via encrypted email on August 24th, 2018.

Timothy Donovan
City of Woburn

From: Woburn City Clerk


Sent to your attention via encrypted email on August 24th.

Today, I uploaded all requested detail to your secure link below.

Please let me know if not received.

Timothy Donovan
City of Woburn
10 Common Street
Woburn, MA 01801<>
Direct Phone: 781-897-5873
Fax: 781-897-5879