Municipal investments and investment managers (Sugar Grove City Clerk)
| 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 Illinois Freedom of 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.
• 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: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Illinois Freedom of Information 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: Sugar Grove City Clerk
Good Morning,
The Village is in receipt of your FOIA submitted on 08/22/2018 (attached). We are in the process of gathering the necessary information but are requesting an extension of 10 days to complete the request.
Thank you,
[Sugar Grove Logo no border.JPG]Matthew Anastasia | Finance Director
Finance Department | Village of Sugar Grove<http://www.sugargroveil.gov/>
10 S. Municipal Dr., Sugar Grove, IL 60554-9594
T: 630.391.7215 | F: 630.391.7210 | E: manastasia@sugargroveil.gov<mailto:manastasia@sugargroveil.gov>
The information contained in this email message may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any review, dissemination, distribution or copying is strictly prohibited.
If you have received this email message in error, please notify the sender by reply mail or phone and delete the message and any attachments
From: Beryl Lipton
Hello,
Thank you so much for this message. Please let me know if there's anything I can do.
Best wishes,
Beryl
From: Sugar Grove City Clerk
Good Morning,
Please find attached the information per your FOIA request for the most recent time period available. The Investment Firms are noted on the reports. The Village’s other pension fund, IMRF, there is no information the Village has pertaining to their investments.
Thank you,
[Sugar Grove Logo no border.JPG]Matthew Anastasia | Finance Director
Finance Department | Village of Sugar Grove<http://www.sugargroveil.gov/>
10 S. Municipal Dr., Sugar Grove, IL 60554-9594
T: 630.391.7215 | F: 630.391.7210 | E: manastasia@sugargroveil.gov<mailto:manastasia@sugargroveil.gov>
The information contained in this email message may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any review, dissemination, distribution or copying is strictly prohibited.
If you have received this email message in error, please notify the sender by reply mail or phone and delete the message and any attachments
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