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Pre-Sale Research Reports
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| 20900 |
Sacramento Metropolitan Fire District
Election of 2024, Series A (2025)
KNN Public Finance (FA) |
06/16 |
general obligation |
competitive sale
$160,000,000 |
06/09/25 |
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| 20901 |
Anaheim Union High School District
Election of 2024, Series A
Keygent, LLC (FA) |
06/10 |
general obligation |
competitive sale
$180,000,000 |
06/09/25 |
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| 20902 |
Anaheim Union High School District
Election of 2024, Series A-1 (Federally Taxable)
Keygent, LLC (FA) |
06/10 |
general obligation |
competitive sale
$27,185,000 |
06/09/25 |
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| 20903 |
Berkeley City of
2025, Ser C (2018 Elec of Measure O: Affordable Housing) (Federally Taxable)
NHA Advisors, LLC (FA) |
06/17 |
general obligation |
competitive sale
$35,000,000 |
06/09/25 |
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| 20904 |
Fillmore Unified School District
Election of 2024, Series A
Dale Scott & Co., Inc. (FA) |
06/10 |
general obligation |
competitive sale
$35,000,000 |
06/09/25 |
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| 20891 |
Berkeley Joint Powers Financing Authority
2025 Notes (Fire Administration and Training Project, Federally Taxable
NHA Advisors, LLC (FA) |
06/10 |
lease |
competitive sale
$4,215,000 |
06/02/25 |
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| 20869 |
Wasco Union High School District
Election of 2024, Series 2025
Gov't. Fin. Strategies (FA) |
05/28 |
general obligation |
competitive sale
$35,400,000 |
05/26/25 |
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Post-Sale Research Reports
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| 20922 |
Hanford Joint Union High School District
2025 Refunding
Stifel, Nicolaus & Co. (UW) |
06/04 |
general obligation |
negotiated sale
$13,305,000 |
06/16/25 |
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| 20920 |
Martinez Unified School District
Election of 2024, Series 2025
D.A. Davidson & Co. (UW) |
06/04 |
general obligation |
negotiated sale
$30,000,000 |
06/16/25 |
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| 20918 |
Santee School District
2025 Refunding, Series A
Raymond James & Associat (UW) |
06/04 |
general obligation |
negotiated sale
$18,935,000 |
06/16/25 |
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| 20917 |
Sunnyvale Elementary School District
2024 Election, 2025 Series A
Stifel, Nicolaus & Co. (UW) |
06/03 |
general obligation |
negotiated sale
$80,000,000 |
06/16/25 |
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| 20915 |
San Clemente City of Community Facilities Dist. No. 2006-1
Marblehead Coastal, 2025 Refunding
Stifel, Nicolaus & Co. (UW) |
05/22 |
Mello-Roos Act |
negotiated sale
$43,330,000 |
06/16/25 |
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| 20911 |
Wiseburn Unified School District
Election of 2022, Series B
Wells Fargo Bank (UW) |
05/29 |
general obligation |
negotiated sale
$34,000,000 |
06/16/25 |
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| 20869 |
Wasco Union High School District
Election of 2024, Series 2025
Gov't. Fin. Strategies (FA) |
05/28 |
general obligation |
competitive sale
$35,400,000 |
06/09/25 |
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| 20888 |
Burton Elementary School District
Election of 2024, Series A
D.A. Davidson & Co. (UW) |
05/20 |
general obligation |
negotiated sale
$3,600,000 |
06/02/25 |
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| 20856 |
Travis Unified School District
2024 Election, Series 2025
Gov't. Fin. Strategies (FA) |
05/21 |
general obligation |
competitive sale
$21,000,000 |
06/02/25 |
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| 20886 |
Templeton Unified School District
2024 Election, 2025 Series A
Siebert Williams Shank & Co., LLC (UW) |
05/21 |
general obligation |
negotiated sale
$24,000,000 |
06/02/25 |
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| 20833 |
Fremont Unified School District
2025 Refunding
Keygent, LLC (FA) |
05/15 |
general obligation |
competitive sale
$15,015,000 |
06/02/25 |
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| 20832 |
Fremont Unified School District
Election of 2024, Series A
Keygent, LLC (FA) |
05/15 |
general obligation |
competitive sale
$250,000,000 |
06/02/25 |
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| 20842 |
Arcadia Unified School District
Election of 2024, Series 2025
Banc of America Securiti (UW) |
05/01 |
general obligation |
negotiated sale
$70,000,000 |
05/26/25 |
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| 20871 |
McKinleyville Union School District
Election of 2024, Series A
Raymond James & Associat (UW) |
05/15 |
general obligation |
negotiated sale
$4,300,000 |
05/26/25 |
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| 20870 |
Shaffer Elementary School District
Election of 2024, Series A
D.A. Davidson & Co. (UW) |
05/14 |
general obligation |
negotiated sale
$2,000,000 |
05/26/25 |
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| 20831 |
Ojai Unified School District
Election of 2020, Series C 2025
Gov't. Fin. Strategies (FA) |
05/14 |
general obligation |
competitive sale
$13,000,000 |
05/26/25 |
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| 20830 |
Santa Cruz Libraries Facilities Financing Authority CFD No. 2016-1
2025 Parity
Harrell & Company Adviso (FA) |
05/14 |
Mello-Roos Act |
competitive sale
$18,680,000 |
05/26/25 |
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