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Agency Schedule Detail

Authorization Number :  10900498
Agency Series No. :  INV-6
Status :  Active
Agency Web Link : 
Agency :  TOS
Confidential Description :   
Division : 
Vital Description : 
Section : 
Record Title :  Daily Packet of Trade Sheets & Trade Report
Revision :  2
Record Description :  This packet contains copies of the trade tickets that document the purchase and sale of securities by employees in the Investments department (including for the State Regular Account & STAR Ohio). The packet also contains a summary Trade Report that lists all securities that were bought, sold, or available for loan to others on the corresponding date.
Retention Period Retention Justification Media Code Method of Disposal
Retain until conclusion of current fiscal year, and for an additional 6 fiscal years. Retention required for legal, audit, and compliance purposes. Electronic Delete

Approvals

Status Name Title Date
Approved James Payne Records Coordinator 5/3/2022 7:32:12 PM
Approved Michael Lenzo Records Officer 10/20/2022 3:46:16 PM
Approved Terri Dittmar Records Coordinator 10/21/2022 11:22:40 AM
Approved Martin Meeks State Auditor 10/24/2022 10:23:37 AM
Approved Fred Previts State Archivist 10/26/2022 12:06:10 PM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio