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District Executes ACH Investment Purchase Via Pershing

Addison SD 4 logoAddison SD 4
Disclosed value
$249,682.87
From report
Document date
Sep 3, 2024

The 30-second brief

What it covers

Addison SD 4 processed a Bank ACH purchase of $249,682.87 through Pershing for its General Fund investments on August 6, 2024. The transaction reflects Pershing’s role as clearing firm for the district’s investment activity.

Who holds it

PERSHING holds this financial services contract with Addison SD 4. Its other public contracts on record include work for City of Wausau and CARVER county CDA.

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Contract details

Contract type
Financial Services
Amount
$249,682.87
Document date
September 3, 2024
Vendor
PERSHING
Agency
Addison SD 4
Source document
addison-sd-4-report-2024-09-03_6b2.pdf (Report)

PERSHING's other public contracts

City of Wausau, WisconsinPershing Listed As Wausau Public Depository · Sep 22, 2026UndisclosedCARVER county CDA, MinnesotaCDA Reports Ongoing Pershing Investment Services · Sep 17, 2026City of Mahnomen, MinnesotaCouncil approves February investments with PERSHING · Apr 6, 2026UndisclosedCity of Mahnomen, MinnesotaPershing Investment Journal Entries Approved for February · Mar 15, 2026UndisclosedFrazee-Vergas Public School District, MinnesotaPershing Listed as Custodian for 2025 Bond Bills · Mar 1, 2026UndisclosedAll PERSHING contractsVendor profile

More Addison SD 4 contracts

Level DataLevel Data Automation Live for Directory Management · Aug 20, 2025UndisclosedCLEVERClever Supports Seamless Access to Instructional Tools · Aug 20, 2025UndisclosedNWEADistrict Navigates New NWEA Rostering Process · Aug 20, 2025UndisclosedGoogle WorkspaceDistrict Migrates Staff Email to Google Workspace · Aug 20, 2025UndisclosedMcgraw HillMcGraw Hill Integrated With District Data Systems · Aug 20, 2025UndisclosedAll Addison SD 4 activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Addison SD 4?

PERSHING was awarded this financial services contract by Addison SD 4, as recorded on September 3, 2024. The contract value is $249,682.87.

How much is the PERSHING contract with Addison SD 4 worth?

The PERSHING contract with Addison SD 4 is valued at $249,682.87, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in addison-sd-4-report-2024-09-03_6b2.pdf (Report), dated September 3, 2024 from Addison SD 4. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does PERSHING hold?

PERSHING may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Addison SD 4 currently buying?

Explore Addison SD 4's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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