Sec. 13-3. Ownership of registered City bonds; names of owners as not public information; agreements with registrars and transfer agents; exceptions allowing release of information.
A. The names and addresses of owners of City of Phoenix municipal bonds, whether general obligation, revenue, or other, are not matters of public record of the City of Phoenix, and no information concerning the names and addresses of such owners shall be provided to any person except in accordance with the provisions of this section.
B. The provisions of subparagraph A hereunder shall be considered to be included in any agreement or contract between the City of Phoenix and any registrar or transfer agent maintaining or coming into possession of the names and addresses of bondholders of the City of Phoenix.
C. The provisions of subsection A and B shall not prohibit either the City of Phoenix, it [its] agents or employees, or any registrar or transfer agent from providing information concerning bondholders under the following circumstances:
1. Information concerning the name, address, and amounts of bonds held by any individual may be provided to any federal, state or political subdivision revenue authority requesting either the names, addresses and amounts of bonds held by specified individuals, or listings of the names, addresses and amounts of individuals holding municipal bonds of the City of Phoenix.
2. The name, address and amounts of bonds held by any specific individual may be provided to any police agency or department of the United States government, any state, or any county or municipal subdivision of any state upon written request therefor.
3. In the event that any public agency, other than a revenue agency acting under subsection (C)(1) hereof, requests a general list or partial list of bondholders without specifying any individual name, address, or amount, such request shall be forwarded to the City Manager who may honor it upon there being provided to him sufficient information to determine that there is good cause for the release of said information and that a public purpose will be served thereby.
4. None of the foregoing shall prohibit a free exchange of information concerning bond ownership and amounts by and between any agency or department of the City of Phoenix, and its registrar or transfer agents, bond counsel, financial advisors, auditors, or other entities contracting with the City of Phoenix in the performance of financial services, audits or evaluations. (Ord. No. G-2575, § 1; Ord. No. G-2976, § 2)