Municipal investments (Houston Finance Department)

Good morning,

The Finance Department is not the custodian for your request. Please contact the Municipal Courts department.

The contact will be:

Gwendolyn Goins
gwendolyn.goins@houstontx.gov<mailto:gwendolyn.goins@houstontx.gov>

Thank you,

Shelly Singh
Administrative Specialist
Finance Department - Business Operations
shelly.singh@houstontx.gov<mailto:shelly.singh@houstontx.gov>

Hello,

I am no longer at the Municipal Courts Department. I have copied the appropriate personnel on the email for their review and response.

Thank you,
Gwendolyn Goins
Senior Communications Specialist
Houston Health Department
Office of Chronic Disease, Health Education & Wellness
281-753-0298 (mobile)
8000 N. Stadium Drive
Houston, TX 77054
houstonhealth.org<https://gcc01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.houstontx.gov%2Fhealth%2F&data=02%7C01%7CScott.Packard%40houstontx.gov%7Ca9248d1e45cf444edf7608d7cb3bf646%7C57a85a10258b45b4a519c96c7721094c%7C0%7C0%7C637201330722647732&sdata=fqtq6PuYz%2FmTHNOZh1LWryPfINanLBCoTElX9b4QHTk%3D&reserved=0> | facebook<https://gcc01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.facebook.com%2FHoustonHealth&data=02%7C01%7CScott.Packard%40houstontx.gov%7Ca9248d1e45cf444edf7608d7cb3bf646%7C57a85a10258b45b4a519c96c7721094c%7C0%7C0%7C637201330722647732&sdata=gSmW9%2FAreujD5doTZ6BYbJbwXKBKgcpK5PKyzFXtDKo%3D&reserved=0> | twitter<https://gcc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FHoustonHealth&data=02%7C01%7CScott.Packard%40houstontx.gov%7Ca9248d1e45cf444edf7608d7cb3bf646%7C57a85a10258b45b4a519c96c7721094c%7C0%7C0%7C637201330722647732&sdata=K%2F23KsLGBn7NulsngO%2BdSwWPgUTkss9ecA9N5vRhjig%3D&reserved=0> | instagram<https://gcc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fhoustonhealthdepartment%2F%3Fhl%3Den&data=02%7C01%7CScott.Packard%40houstontx.gov%7Ca9248d1e45cf444edf7608d7cb3bf646%7C57a85a10258b45b4a519c96c7721094c%7C0%7C0%7C637201330722657688&sdata=HJoMaviqspJMvfB3xrg0oXi45fkblN7Vypzp%2B9zNwTY%3D&reserved=0> | youtube<https://gcc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.youtube.com%2Fchannel%2FUCxpFSmm4lsDsgwotlW3wGPw%2Fvideos&data=02%7C01%7CScott.Packard%40houstontx.gov%7Ca9248d1e45cf444edf7608d7cb3bf646%7C57a85a10258b45b4a519c96c7721094c%7C0%7C0%7C637201330722657688&sdata=%2FzGdD6B4STOua5%2Fe%2BgY7fUWBPeNSWonqvszFypDrlIU%3D&reserved=0> | linkedin<https://gcc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhouston-health-department-city&data=02%7C01%7CScott.Packard%40houstontx.gov%7Ca9248d1e45cf444edf7608d7cb3bf646%7C57a85a10258b45b4a519c96c7721094c%7C0%7C0%7C637201330722667646&sdata=aEWyBGDiwO8alIAw%2FSPE0Dl8xaa5OC%2FnjaKyQiXY%2BA0%3D&reserved=0>
[cid:image001.png@01D73AAD.7AC82810]
CONFIDENTIALITY STATEMENT: This message, as well as any attached document, may contain information from the Houston Health Department (HHD) that is confidential and/or privileged, or may contain Client/Patient privileged information. If you are not the intended recipient, you are hereby notified that reading, disseminating, distributing or copying this message is strictly prohibited.

Good morning Gwendolyn,

Thank you so much for letting me know.

Angel – Finance is not the custodian for this request; if you are not either please advise so we can redirect the requestor to the correct department.

Thank you!

Shelly Singh
Administrative Specialist
Finance Department - Business Operations – 10th floor
shelly.singh@houstontx.gov<mailto:shelly.singh@houstontx.gov>
832-393-9018

Good afternoon,

Once again, Finance is not the custodian for this request. The Municipal courts Department informed me that they do not have responsive information either.

Unfortunately, I do not know who to redirect to you however, below is the website for the City of Houston point of contacts for each department. You may forward your request to whom you believe would have a response to your request:

https://www.houstontx.gov/pia.html

Thank you,

Shelly Singh
Administrative Specialist
Finance Department - Business Operations – 10th floor
shelly.singh@houstontx.gov<mailto:shelly.singh@houstontx.gov>

Good morning,

I apologize for the delay in a response however, so we can better determine which department would have responsive information to your request, please forward your request to the Mayor’s Office. The contact will be:

mayorscommunications@houstontx.gov<mailto:mayorscommunications@houstontx.gov>

Thank you,

Shelly Singh
Administrative Specialist
Finance Department - Business Operations – 10th floor
shelly.singh@houstontx.gov<mailto:shelly.singh@houstontx.gov>

Dear Beryl Lipton:
Thank you for your interest in public records of City of Houston. Your request has been received and is being processed in accordance with Chapter 552 of Texas Government Code, the Public Information Act. Your request was received in this office on 4/28/2021 and given the reference number M000076-042821 for tracking purposes. Records Requested: Houston Finance Department
Texas Public Information Act Office
2nd Floor
901 Bagby
Houston, TX 77002
April 28, 2021
This is a follow up to a previous request:
To Whom It May Concern:
Pursuant to the Texas Public Information 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, 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
Cusip
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
Shares
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
ISIN
Sedol
Ticker
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.
Sincerely,
Beryl Lipton
Your request will be forwarded to the relevant City of Houston department(s) to locate the information you seek and to determine the volume and any costs associated with satisfying your request. You will be contacted about the availability and/or provided with copies of the records in question. PLEASE NOTE: The Chapter 552 of Texas Government Code, the Public Information Act does not require a governmental body to create new information, to do legal research, or to answer questions.

You can monitor the progress of your request at the link below and you'll receive an email when your request has been completed. Again, thank you for using the Houston Public Information Request Center.
City of Houston
To monitor the progress or update this request please log into the Houston Public Information Request Center (https://u8387778.ct.sendgrid.net/ls/click?upn=6HtRfOYLt5fXvpttM-2FU1HZe9G0VpsixVoPvt8UrrwpcgPSxZaywZRpuh1WhDFL5bousMD9syTG-2BzNzxsj2pS9dlwM5QqaXcvrG-2FnbDicmAY-3DhAma_TANFXUtenoTP-2BCmoC2huPxVDN0iKsphZCcC7wihQxez3X0EWsiB7w94K6uQGguyG-2BLeBvG-2BABWjlnxPAbLR6WDEgYIEg-2FMJlhBtjszglIVirCRrGwvihQ8STmMNlR-2BB-2FLuqJt5Fd1NtwpMSR1gjYSX6kswG33b70U2lYczfLdggPmNbaZKpfLUfsv7oJWLZ57OlQUHLQGoHmVDs4FKVO8lCiiIoN279mO1dDocyf6iULiXL-2Bdq49EfdDYt0D8RQf)

--- Please respond above this line ---

RE: PUBLIC RECORDS REQUEST of April 28, 2021, Reference # M000076-042821 Dear Beryl Lipton, The City of Houston received a public information request from you on April 28, 2021. Your request mentioned: “Houston Finance Department
Texas Public Information Act Office
2nd Floor
901 Bagby
Houston, TX 77002
April 28, 2021
This is a follow up to a previous request:
To Whom It May Concern:
Pursuant to the Texas Public Information 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, 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
Cusip
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
Shares
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
ISIN
Sedol
Ticker
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.
Sincerely,
Beryl Lipton” The City of Houston has reviewed its files and has determined: 1) The City does not employ any 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. All investments are handled through the City Controller's office. 2) The City does not manage a pension fund. Such funds are managed by agencies such as Houston Municipal Employees Pension System, Houston Firefighters' Relief and Retirement Fund or the Houston Police Officers' Pension System, as examples. 3) Any asset holdings by this agency is available publicly on the City website via quarterly reports. This information can be viewed at Treasury Division - Investment Reports (houstontx.gov) (https://u8387778.ct.sendgrid.net/ls/click?upn=bQH7YI59fmjg-2BFK-2B4CL7ZG1rDWvC9W-2FpkSEeORth-2BqdF9yIocjGVNLGrH9wIS1oB54iRF41mEblRGP2yt2T0wUTcBTyEwH93TMqWkpkvGCg-3DUuh-_TANFXUtenoTP-2BCmoC2huPxVDN0iKsphZCcC7wihQxez3X0EWsiB7w94K6uQGguyGrEgP4sTOIEseH5YGeih-2FJLN3sp0PiJ89BpFHlYb8Fbn-2B38qrQFwmePYJ-2BtYo1V6bdg1-2FK8NzqTORuHgi-2Fgdv-2B3WN69ji2eckMW1JUpLuaUzN43JjbPeDPnN9BAm2FuhdqIj4RtrcAyQr0YX9lKapFh1WRW318o7EsabxqYy3QIcreHGkX5c8nZIkEq8mista) If you have any questions, or wish to discuss this further, you may contact Open Records at 832-393-0808. Sincerely, Brent Taylor Public Information Officer/Deputy Press Secretary Mayor's Office (MYR)

To monitor the progress or update this request please log into the Houston Public Information Request Center (https://u8387778.ct.sendgrid.net/ls/click?upn=6HtRfOYLt5fXvpttM-2FU1HZe9G0VpsixVoPvt8UrrwpfS1PNaJnR-2BAgw-2FeKX0kMrFAbD92Jr-2FNop83z3d6NV7oroW9t8Qb233zzC2PzaHjcw-3DlVj1_TANFXUtenoTP-2BCmoC2huPxVDN0iKsphZCcC7wihQxez3X0EWsiB7w94K6uQGguyGrEgP4sTOIEseH5YGeih-2FJJZAkGCY9XZ8tLDT4pYcZ-2FfaM8vT64BVfyQSY8znjoZeAvytFywUVss2pVsulPNW23vqoI-2FYvJvT0NOsU0Zx4PBEYuQM4I3CK9DVc8usnaGQlx95gsm1V157URtDItCg-2B6erTLjqJ7SBdNcv3FIl6vw2B0-2FE7rWsZ4jgCGc0P7QF)