UNT System

UNT System

electronic reports investment disclosure

 

Designated person to handle University of North Texas inquiries:

Carolyn Whitlock
1155 Union Circle #310500
Denton, Texas 76203-5017
(940) 565-4040
carolyn.whitlock@unt.edu

Disclosure investment questions:

The University uses no outside investment advisors or managers.
The University has no soft dollar arrangements.
The University is associated with an endowment or foundation: University of North Texas Foundation.

The University does not pay directly for brokerage services (except for infrequent sales of donated stock). Any sales commission earned by any broker is treated as a cost of the security which is purchased on a bid basis as outlined in the Investment Policies.

 Investment Policy (11.5) on the web

 Investment Audit Reports

 Annual Investment reports

 Quarterly Investment reports

FY 2003

FY 2004

FY 2005

FY 2006

FY 2007

FY 2008


FY 2009

UNT Quarterly Investment Reports

UNT HSC System Quarterly Investment Reports

Designated person to handle University of North Texas Foundation inquiries:

Wesley Davis
Interim Executive Director
University of North Texas Foundation, Inc.
P.O. Box 311250
Denton, Texas 76203
(940) 565-4555
wesley.davis@unt.edu

The market value of the University of North Texas Foundation's investments as of June 30, 2009 - $56,293,310.


"University of North Texas," "UNT," "Discover the power of ideas" and their associated identity marks, as well as the eagle and talon graphic marks, are official trademarks of the University of North Texas; their use by others is legally restricted. If you have questions about using any of these marks, please contact the Division of University Relations, Communications and Marketing at (940) 565-2108 or e-mail branding@unt.edu. © 2009 University of North Texas System.