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Pre-Sale Research Reports
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| 18734 |
Fillmore Unified School District
2016 Election, Series C
Dale Scott & Co., Inc. (FA) |
06/23 |
general obligation |
competitive sale
$16,900,000 |
06/21/21 |
 |
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| 18734 |
Fillmore Unified School District
2016 Election, Series C
Dale Scott & Co., Inc. (FA) |
06/23 |
general obligation |
competitive sale
$16,900,000 |
06/21/21 |
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| 18734 |
Fillmore Unified School District
2016 Election, Series C
Dale Scott & Co., Inc. (FA) |
06/23 |
general obligation |
competitive sale
$16,900,000 |
06/21/21 |
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| 18718 |
Central Contra Costa Sanitary District
2021 Wastewater Revenue
Public Financial Managem (FA) |
06/16 |
cert. of participation |
competitive sale
$52,740,000 |
06/14/21 |
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| 18679 |
Pasadena Unified School District
Election of 2020, Series B
Dale Scott & Co., Inc. (FA) |
06/02 |
general obligation |
competitive sale
$40,000,000 |
05/31/21 |
|
 |
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| 18680 |
Vallejo City Unified School District
Election of 2018, Series 2021
Gov't. Fin. Strategies (FA) |
06/02 |
general obligation |
competitive sale
$52,000,000 |
05/31/21 |
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| 18660 |
Evergreen School District
Election of 2020, Series 2021
Dale Scott & Co., Inc. (FA) |
05/26 |
general obligation |
competitive sale
$32,050,000 |
05/24/21 |
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| 18661 |
Greenfield Union Elementary School District (Kern County)
2020 Election, Series A
Fieldman, Rolapp (FA) |
05/27 |
general obligation |
competitive sale
$21,000,000 |
05/24/21 |
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Post-Sale Research Reports
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| 18730 |
El Dorado County of Community Facilities District No. 2018-1
Series 2021
Stifel, Nicolaus & Co. (UW) |
06/10 |
Mello-Roos Act |
negotiated sale
$5,825,000 |
06/21/21 |
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| 18711 |
Soledad Unified School District
2018 Election, 2021 Series A (Social Bonds)
Loop Capital Markets, LL (UW) |
06/02 |
general obligation |
negotiated sale
$18,210,000 |
06/21/21 |
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| 18711 |
Soledad Unified School District
2018 Election, 2021 Series A (Social Bonds)
Loop Capital Markets, LL (UW) |
06/02 |
general obligation |
negotiated sale
$18,210,000 |
06/21/21 |
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| 18679 |
Pasadena Unified School District
Election of 2020, Series B
Dale Scott & Co., Inc. (FA) |
06/02 |
general obligation |
competitive sale
$40,000,000 |
06/21/21 |
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| 18679 |
Pasadena Unified School District
Election of 2020, Series B
Dale Scott & Co., Inc. (FA) |
06/02 |
general obligation |
competitive sale
$40,000,000 |
06/21/21 |
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| 18717 |
Redwood City Public Facilities and Infrastructure Authority
Series 2021 (Veterans Memorial Building-Senior Center)
Citigroup (UW) |
06/03 |
lease |
negotiated sale
$56,885,000 |
06/21/21 |
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| 18717 |
Redwood City Public Facilities and Infrastructure Authority
Series 2021 (Veterans Memorial Building-Senior Center)
Citigroup (UW) |
06/03 |
lease |
negotiated sale
$56,885,000 |
06/21/21 |
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| 18719 |
Carlsbad Unified School District
Election of 2018, Series B
J.P. Morgan (UW) |
06/08 |
general obligation |
negotiated sale
$93,000,000 |
06/21/21 |
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| 18719 |
Carlsbad Unified School District
Election of 2018, Series B
J.P. Morgan (UW) |
06/08 |
general obligation |
negotiated sale
$93,000,000 |
06/21/21 |
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| 18725 |
Anaheim Public Financing Authority
Working Capital Financing, Series 2021 (Federally Taxable)
Goldman, Sachs (UW) |
06/10 |
lease |
negotiated sale
$138,755,000 |
06/21/21 |
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| 18725 |
Anaheim Public Financing Authority
Working Capital Financing, Series 2021 (Federally Taxable)
Goldman, Sachs (UW) |
06/10 |
lease |
negotiated sale
$138,755,000 |
06/21/21 |
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| 18730 |
El Dorado County of Community Facilities District No. 2018-1
Series 2021
Stifel, Nicolaus & Co. (UW) |
06/10 |
Mello-Roos Act |
negotiated sale
$5,825,000 |
06/21/21 |
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| 18702 |
South San Francisco Public Facilities Financing Authority
Community Civic Campus and Multiple Capital Projects, Series 2021A
Stifel, Nicolaus & Co. (UW) |
05/26 |
lease |
negotiated sale
$86,410,000 |
06/14/21 |
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| 18710 |
Burlingame Financing Authority
Series 2021
Stifel, Nicolaus & Co. (UW) |
06/02 |
miscellaneous revenue |
negotiated sale
$16,410,000 |
06/14/21 |
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| 18680 |
Vallejo City Unified School District
Election of 2018, Series 2021
Gov't. Fin. Strategies (FA) |
06/02 |
general obligation |
competitive sale
$52,000,000 |
06/14/21 |
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| 18707 |
Roseville City of Fiddyment Ranch Community Facilities Dist. No. 5
Series 2021
Stifel, Nicolaus & Co. (UW) |
05/27 |
Mello-Roos Act |
negotiated sale
$29,305,000 |
06/14/21 |
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| 18706 |
Tiburon Town of Assessment Dist. No. 2017-1 (Hawthorne Undergrounding Dist.)
2021 Series A
Stifel, Nicolaus & Co. (UW) |
05/27 |
assessments-1915 act |
negotiated sale
$7,490,000 |
06/14/21 |
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| 18661 |
Greenfield Union Elementary School District (Kern County)
2020 Election, Series A
Fieldman, Rolapp (FA) |
05/27 |
general obligation |
competitive sale
$21,000,000 |
06/14/21 |
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| 18689 |
El Centro Financing Authority
2021 Series A (Library Project)
Ramirez & Co., Inc. (UW) |
05/27 |
lease |
negotiated sale
$16,700,000 |
06/07/21 |
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| 18688 |
Ontario City of Community Facilities District No. 13
Refunding, Series 2021
Stifel, Nicolaus & Co. (UW) |
05/25 |
Mello-Roos Act |
negotiated sale
$3,205,000 |
06/07/21 |
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| 18687 |
Washington Unified School District (Yolo County)
Election of 2020, Series A
KNN Public Finance (FA) |
05/20 |
general obligation |
competitive sale
$60,000,000 |
06/07/21 |
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| 18682 |
Jurupa Valley City of
2021 Building Acquisition Project
Wulff, Hansen (FA) |
05/25 |
cert. of participation |
competitive sale
$6,935,000 |
06/07/21 |
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| 18673 |
Root Creek Water Dist. Community Facilities Dist. No. 2016-1, IA No. 2
Series 2021
Stifel, Nicolaus & Co. (UW) |
05/19 |
Mello-Roos Act |
negotiated sale
$2,565,000 |
06/07/21 |
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| 18672 |
Root Creek Water Dist. Community Facilities Dist. No. 2016-1, IA No. 1
Series 2021
Stifel, Nicolaus & Co. (UW) |
05/19 |
Marks-Roos Act |
negotiated sale
$5,830,000 |
06/07/21 |
|
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| 18644 |
Goleta Union School District
2020 Election, 2021 Series A
Dale Scott & Co., Inc. (FA) |
05/18 |
general obligation |
competitive sale
$5,700,000 |
05/31/21 |
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| 18665 |
Eastern Municipal Water District, CFD No. 2004-35, I.A. D
2021
Piper Sandler & Co. (UW) |
05/13 |
Mello-Roos Act |
negotiated sale
$1,180,000 |
05/31/21 |
|
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| 18626 |
Berkeley Joint Powers Financing Authority
2021 Refunding (2010 Animal Shelter CoP Refinancing)
NHA Advisors, LLC (FA) |
05/18 |
lease |
competitive sale
$3,975,000 |
05/31/21 |
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| 18667 |
San Luis Obispo City of Community Facilities Dist. No. 2019-1
Series 2021
Piper Sandler & Co. (UW) |
05/18 |
Mello-Roos Act |
negotiated sale
$19,660,000 |
05/31/21 |
|
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|
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| 18635 |
San Buenaventura City of
2021 Refunding, Series A
Banc of America Securiti (UW) |
05/04 |
cert. of participation |
negotiated sale
$8,100,000 |
05/24/21 |
|
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| 18627 |
Berkeley City of
2021 (2016 Election - Infrastructure and Facilities Improvements)
NHA Advisors, LLC (FA) |
05/11 |
general obligation |
competitive sale
$45,000,000 |
05/24/21 |
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| 18653 |
Huntington Beach Union High School District
2021 Refunding
Wells Fargo Bank (UW) |
05/11 |
cert. of participation |
negotiated sale
$6,785,000 |
05/24/21 |
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| 18652 |
Oceanside City of
Refunding, Series 2021A (Federally Taxable)
Stifel, Nicolaus & Co. (UW) |
05/11 |
water revenue |
negotiated sale
$8,950,000 |
05/24/21 |
|
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| 18648 |
Eastern Municipal Water District, CFD No. 2018-82
2021
Raymond James & Associat (UW) |
05/06 |
Mello-Roos Act |
negotiated sale
$2,095,000 |
05/24/21 |
|
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| 18636 |
San Buenaventura City of
2021 Refunding, Series B (Federally Taxable)
Banc of America Securiti (UW) |
05/04 |
cert. of participation |
negotiated sale
$12,850,000 |
05/24/21 |
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