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Pre-Sale Research Reports
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20574 |
Milpitas Unified School District
2024 Refunding
KNN Public Finance (FA) |
12/04 |
general obligation |
competitive sale $21,470,000 |
12/02/24 |
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Post-Sale Research Reports
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20588 |
South Bay Union School District (Humboldt County)
Election of 2020, Series B
D.A. Davidson & Co. (UW) |
12/03 |
general obligation |
negotiated sale $2,500,000 |
12/14/24 |
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20587 |
airfield City of Community Facilities District No. 2023-1, I.A. 1
One Lake Planning Area 5, Series 2024A
Stifel, Nicolaus & Co. (UW) |
12/05 |
Mello-Roos Act |
negotiated sale $36,500,000 |
12/14/24 |
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20586 |
Fort Bragg Unified School District
Election of 2020, Series C
Stifel, Nicolaus & Co. (UW) |
12/04 |
general obligation |
negotiated sale $11,000,000 |
12/14/24 |
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20585 |
Calleguas Municipal Water District
Refunding, Series 2024A
Wells Fargo Bank (UW) |
12/05 |
water revenue |
negotiated sale $60,445,000 |
12/14/24 |
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20584 |
Manteca Unified School Dist. Community Facilities Dist. No. 2000-3
Series D (2024)
Stifel, Nicolaus & Co. (UW) |
11/26 |
Mello-Roos Act |
negotiated sale $26,450,000 |
12/14/24 |
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20583 |
Roseville City of Creekview Community Facilities Dist. No. 1, IA No. 2
Public Facilities, Series 2024
Piper Sandler & Co. (UW) |
12/03 |
Mello-Roos Act |
negotiated sale $13,805,000 |
12/14/24 |
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20564 |
Etiwanda School District
Election of 2016, Series 2024D
Stifel, Nicolaus & Co. (UW) |
10/31 |
general obligation |
negotiated sale $11,996,840 |
12/09/24 |
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20581 |
Chaffey Community College District
2024 Refunding (Federally Taable)
Stifel, Nicolaus & Co. (UW) |
11/21 |
general obligation |
negotiated sale $181,230,000 |
12/09/24 |
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20580 |
Chaffey Community College District
Election of 2018, Series B-2 (Federally Taxable)
Stifel, Nicolaus & Co. (UW) |
11/21 |
general obligation |
negotiated sale $145,000,000 |
12/09/24 |
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20579 |
Chaffey Community College District
Election of 2018, Series B-1
Stifel, Nicolaus & Co. (UW) |
11/21 |
general obligation |
negotiated sale $30,000,000 |
12/09/24 |
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20569 |
Jefferson School District
Election of 2022, Series C
Stifel, Nicolaus & Co. (UW) |
11/14 |
general obligation |
negotiated sale $12,500,000 |
12/09/24 |
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20568 |
Forestville Union School District
Election of 2022, Series 2024
Robert W. Baird & Co. In (UW) |
11/13 |
general obligation |
negotiated sale $2,500,000 |
12/09/24 |
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20562 |
Santa Barbara City of Finance Authority
Public Safety and Park Projects, Series 2024
KNN Public Finance (FA) |
11/20 |
lease |
competitive sale $122,020,000 |
12/02/24 |
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20577 |
California Municipal Finance Authority
CFD #2023-5, IA #2 (County of Sacramento - The Gap)
Piper Sandler & Co. (UW) |
11/20 |
Mello-Roos Act |
negotiated sale $14,010,000 |
12/02/24 |
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20575 |
El Dorado Irrigation District
Series 2024A
J.P. Morgan (UW) |
11/18 |
water revenue |
negotiated sale $68,710,000 |
12/02/24 |
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20573 |
Goleta Union School District
2024 Refunding
Oppenheimer & Co., Inc. (UW) |
11/14 |
general obligation |
negotiated sale $5,475,000 |
12/02/24 |
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20572 |
Goleta Union School District
2020 Election, 2024 Series C
Oppenheimer & Co., Inc. (UW) |
11/14 |
general obligation |
negotiated sale $44,300,000 |
12/02/24 |
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20565 |
Hesperia City of Community Facilities District No. 2005-1
Belgate Development Restructuring, Refunding, Series 2024
Stifel, Nicolaus & Co. (UW) |
11/12 |
Mello-Roos Act |
negotiated sale $11,310,000 |
11/24/24 |
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20560 |
Santa Cruz City High School District
Election of 2022, Series A
Dale Scott & Co., Inc. (FA) |
11/13 |
general obligation |
competitive sale $95,000,000 |
11/24/24 |
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20559 |
Santa Cruz City Elementary School District
Election of 2022, Series A
Dale Scott & Co., Inc. (FA) |
11/13 |
general obligation |
competitive sale $40,000,000 |
11/24/24 |
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20567 |
Ontario City of Community Facilities District No. 64
Sunset Ranch, Series 2024
Ramirez & Co., Inc. (UW) |
12/14 |
Mello-Roos Act |
negotiated sale $27,860,000 |
11/24/24 |
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20561 |
Laguna Beach County Water District Public Financing Authority
Series 2024
NHA Advisors, LLC (FA) |
11/13 |
water revenue |
competitive sale $9,580,000 |
11/24/24 |
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20566 |
Pasadena Public Financing Authority
Refunding (Rose Bowl Renovation Project), Series 2024
Stifel, Nicolaus & Co. (UW) |
11/13 |
lease |
negotiated sale $103,061,977 |
11/24/24 |
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