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Pre-Sale Research Reports
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20989 |
Glendale City of
2025 Series
Public Financial Managem (FA) |
07/15 |
power revenue |
competitive sale $166,980,000 |
07/14/25 |
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20973 |
Santa Maria-Bonita School District
Election of 2024, Series 2025
Gov't. Fin. Strategies (FA) |
07/10 |
general obligation |
competitive sale $15,000,000 |
07/07/25 |
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20961 |
San Jose City of
Disaster Preparedness, Public Safety, and Infrastructure, Series 2025A
Public Resources Advisor (FA) |
07/09 |
general obligation |
competitive sale $183,975,000 |
06/29/25 |
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20962 |
San Jose City of
Disaster Preparedness, Public Safety, and Infras., Series 2025B (Taxable)
Public Resources Advisor (FA) |
07/09 |
general obligation |
competitive sale $15,190,000 |
06/29/25 |
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20963 |
San Jose City of
Disaster Preparedness, Public Safety, and Infras., Series 2025C (Taxable)
Public Resources Advisor (FA) |
07/09 |
general obligation |
competitive sale $10,405,000 |
06/29/25 |
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20964 |
San Diego County of
Refunding, Series 2025 (County Operations Center)
Public Resources Advisor (FA) |
07/08 |
cert. of participation |
competitive sale $55,385,000 |
06/29/25 |
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20945 |
Dublin Unified School District
Election of 2020, Series C
KNN Public Finance (FA) |
06/24 |
general obligation |
competitive sale $29,000,000 |
06/22/25 |
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20946 |
Dublin Unified School District
2025 Refunding
KNN Public Finance (FA) |
06/24 |
general obligation |
competitive sale $16,330,000 |
06/22/25 |
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Post-Sale Research Reports
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20998 |
Newman-Crows Landing Unified School District
Election of 2020, Series B
Raymond James & Associat (UW) |
07/02 |
general obligation |
negotiated sale $20,820,000 |
07/14/25 |
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20996 |
Rialto City of Community Facilities Dist. No. 2020-1
El Rancho Verde, Series 2025
Piper Sandler & Co. (UW) |
06/25 |
Mello-Roos Act |
negotiated sale $18,925,000 |
07/14/25 |
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20990 |
Vacaville City of Community Facilities District No. 13, IA No. 1
Lower Lagoon Valley, Series 2025A
Piper Sandler & Co. (UW) |
06/26 |
Mello-Roos Act |
negotiated sale $14,100,000 |
07/14/25 |
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20946 |
Dublin Unified School District
2025 Refunding
KNN Public Finance (FA) |
06/24 |
general obligation |
competitive sale $16,330,000 |
07/14/25 |
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20945 |
Dublin Unified School District
Election of 2020, Series C
KNN Public Finance (FA) |
06/24 |
general obligation |
competitive sale $29,000,000 |
07/14/25 |
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20975 |
Heber Elementary School District
Election of 2024, Series A
Stifel, Nicolaus & Co. (UW) |
06/24 |
general obligation |
negotiated sale $2,000,000 |
07/07/25 |
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20974 |
Bishop Unified School District
2024 Election, Measure R, Series A
Miscellaneous (UW) |
06/25 |
general obligation |
negotiated sale $7,900,000 |
07/07/25 |
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20960 |
Watsonville Public Finance Authority
Series 2025
Ramirez & Co., Inc. (UW) |
06/17 |
lease |
negotiated sale $11,250,000 |
07/07/25 |
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20956 |
Santa Monica-Malibu Unified School Dist. SFID No. 1
Election of 2024, Series A
Robert W. Baird & Co. In (UW) |
06/10 |
general obligation |
negotiated sale $200,000,000 |
07/07/25 |
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20942 |
South San Francisco City of Community Facilities District No. 2021-01
Public Facilities and Services, Oyster Point, Series 2025
Stifel, Nicolaus & Co. (UW) |
06/05 |
Mello-Roos Act |
negotiated sale $28,725,000 |
07/07/25 |
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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 |
06/29/25 |
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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 |
06/29/25 |
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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 $27,250,000 |
06/22/25 |
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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 |
06/22/25 |
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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 |
06/22/25 |
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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 $10,220,000 |
06/22/25 |
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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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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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