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Pre-Sale Research Reports
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20224 |
Esparto Unified School District
2024
Gov't. Fin. Strategies (FA) |
05/02 |
cert. of participation |
competitive sale $5,475,000 |
04/29/24 |
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20225 |
Santa Barbara County of
2024
KNN Public Finance (FA) |
04/30 |
cert. of participation |
competitive sale $102,790,000 |
04/29/24 |
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20220 |
Natomas Unified School District
2024 Refunding
Gov't. Fin. Strategies (FA) |
04/23 |
general obligation |
competitive sale $74,720,000 |
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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Post-Sale Research Reports
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20223 |
Escondido City of Community Facilities Dist. No. 2022-1
Eclipse-Mountain House, Series 2024
Stifel, Nicolaus & Co. (UW) |
04/16 |
Mello-Roos Act |
negotiated sale $3,350,000 |
04/29/24 |
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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 |
04/29/24 |
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20222 |
Washington Unified School District (Yolo County)
2024 Refunding
Raymond James & Associat (UW) |
04/11 |
general obligation |
negotiated sale $17,950,000 |
04/29/24 |
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20221 |
Folsom City of Community Facilities District No. 23, I.A. No. 2
Folsom Ranch, Series 2024
Piper Sandler & Co. (UW) |
04/11 |
Mello-Roos Act |
negotiated sale $10,760,000 |
04/29/24 |
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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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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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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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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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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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