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Pre-Sale Research Reports
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| 20220 |
Natomas Unified School District
2024 Refunding
Gov't. Fin. Strategies (FA) |
04/23 |
general obligation |
competitive sale
$76,130,000 |
04/22/24 |
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| 20205 |
River Delta Unified School Dist. SFID No. 1
General Obligation Bonds, Election of 2020, Series 2024
Gov't. Fin. Strategies (FA) |
04/16 |
general obligation |
competitive sale
$30,400,000 |
04/13/24 |
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| 20206 |
Santa Cruz County Capital Financing Authority
Revenue Bonds, Series 2024 (Green Bonds)
Harrell & Company Adviso (FA) |
04/16 |
sewer revenue |
competitive sale
$28,200,000 |
04/13/24 |
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| 20193 |
Cambrian School District
2024 Refunding
Gov't. Fin. Strategies (FA) |
04/03 |
general obligation |
competitive sale
$31,185,000 |
04/01/24 |
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| 20194 |
Orange County Sanitation District
Refunding, Series 2024A
Public Resources Advisor (FA) |
04/09 |
sewer revenue |
competitive sale
$139,720,000 |
04/01/24 |
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Post-Sale Research Reports
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| 20218 |
California Municipal Finance Authority
Improvement Area No. 1, Series 2024
Piper Sandler & Co. (UW) |
04/10 |
Mello-Roos Act |
negotiated sale
$21,720,000 |
04/22/24 |
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| 20216 |
Stockton Unified School District
2024 Refunding
Loop Capital Markets, LL (UW) |
04/09 |
general obligation |
negotiated sale
$43,630,000 |
04/22/24 |
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| 20194 |
Orange County Sanitation District
Refunding, Series 2024A
Public Resources Advisor (FA) |
04/09 |
sewer revenue |
competitive sale
$139,720,000 |
04/22/24 |
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| 20214 |
California Statewide Communities Development Auth. CFD #2022-12, IA #1
Series 2024
RBC Capital Markets (UW) |
04/04 |
Mello-Roos Act |
negotiated sale
$6,675,000 |
04/22/24 |
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| 20193 |
Cambrian School District
2024 Refunding
Gov't. Fin. Strategies (FA) |
04/03 |
general obligation |
competitive sale
$31,185,000 |
04/22/24 |
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| 20200 |
Lincoln Unified School District
2024 Refunding
Stifel, Nicolaus & Co. (UW) |
03/27 |
general obligation |
negotiated sale
$14,680,000 |
04/13/24 |
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| 20204 |
Stockton City of Community Facilities District No. 2018-2, IA 3
Westlake Villages II, Series 2024
Oppenheimer & Co., Inc. (UW) |
04/03 |
Mello-Roos Act |
negotiated sale
$14,020,000 |
04/13/24 |
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| 20203 |
Lake Elsinore Unified School Dist. CFD No. 2005-6, I.A. B
Series 2024
Stifel, Nicolaus & Co. (UW) |
03/27 |
Mello-Roos Act |
negotiated sale
$3,065,000 |
04/13/24 |
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| 20202 |
Riverside City of Community Facilities Dist. No. 2013-1
Kunny Ranch, Series 2024
Raymond James & Associat (UW) |
03/28 |
Mello-Roos Act |
negotiated sale
$4,140,000 |
04/13/24 |
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| 20187 |
Santa Clara Unified School District
2024 Refunding
Gov't. Fin. Strategies (FA) |
03/27 |
general obligation |
competitive sale
$148,330,000 |
04/07/24 |
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| 20199 |
Kern High School District
2024 Refunding
Barclays Bank (UW) |
03/27 |
general obligation |
negotiated sale
$54,225,000 |
04/07/24 |
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| 20198 |
Atascadero Community Redevelopment Agency Successor Agency to the
Taxable Refunding, Series 2024B
Piper Sandler & Co. (UW) |
03/27 |
tax allocation |
negotiated sale
$1,405,000 |
04/07/24 |
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| 20197 |
Atascadero Community Redevelopment Agency Successor Agency to the
Refunding, Series 2024A
Piper Sandler & Co. (UW) |
03/27 |
tax allocation |
negotiated sale
$15,430,000 |
04/07/24 |
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| 20196 |
Menlo Park City School District
2024 Refunding
Stifel, Nicolaus & Co. (UW) |
03/26 |
general obligation |
negotiated sale
$37,765,000 |
04/07/24 |
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| 20195 |
Rancho Cordova City of Community Facilities District No. 2023-1, I.A. No. 1
Series 2024
Piper Sandler & Co. (UW) |
03/26 |
Mello-Roos Act |
negotiated sale
$9,090,000 |
04/07/24 |
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| 20188 |
Escondido Union School District
Election of 2014, Series E
Wells Fargo Bank (UW) |
03/19 |
general obligation |
negotiated sale
$11,000,000 |
04/01/24 |
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| 20189 |
William S. Hart Union High School Dist., Com. Fac. Dist. No. 2021-1, IA A
Series 2024
Stifel, Nicolaus & Co. (UW) |
03/19 |
Mello-Roos Act |
negotiated sale
$8,510,000 |
04/01/24 |
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