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Pre-Sale Research Reports
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| 21163 |
Orange County Sanitation District
Refunding, Series 2025A
Public Financial Managem (FA) |
10/08 |
sewer revenue |
competitive sale
$96,360,000 |
10/06/25 |
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| 21146 |
San Francisco City & County of
Healthy, Safe and Vibrant San Francisco, 2024, Series 2025F
Fieldman, Rolapp (UW) |
09/23 |
general obligation |
negotiated sale
$83,635,000 |
09/28/25 |
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| 21130 |
San Diego City of Public Facilities Financing Authority
Refunding, Series 2025 (Ballpark Refunding)
KNN Public Finance (FA) |
09/30 |
lease |
competitive sale
$44,405,000 |
09/22/25 |
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Post-Sale Research Reports
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| 21162 |
Romoland School District Community Facilities District No. 2023-1, IA No. 1
La Pradera, Series 2025
Stifel, Nicolaus & Co. (UW) |
09/24 |
Mello-Roos Act |
negotiated sale
$4,635,000 |
10/06/25 |
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| 21161 |
Mountain View School District SFID No. 3 (S Bdo)
2025, Series A
Raymond James & Associat (UW) |
09/24 |
general obligation |
negotiated sale
$15,000,000 |
10/06/25 |
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| 21156 |
Ravenswood City School District
Election of 2022, Series 2025B (Capital Appreciation Bonds)
Siebert Williams Shank & Co., LLC (UW) |
09/22 |
general obligation |
negotiated sale
$27,617,138 |
10/06/25 |
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| 21155 |
Ravenswood City School District
Election of 2022, Series 2025A (Current Interest Bonds)
Siebert Williams Shank & Co., LLC (UW) |
09/22 |
general obligation |
negotiated sale
$32,380,000 |
10/06/25 |
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| 21146 |
San Francisco City & County of
Healthy, Safe and Vibrant San Francisco, 2024, Series 2025F
Fieldman, Rolapp (UW) |
09/23 |
general obligation |
negotiated sale
$83,635,000 |
10/06/25 |
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| 21140 |
Stockton City of Community Facilities District No. 2018-2, IA 4
Westlake Villages II, Series 2025
Oppenheimer & Co., Inc. (UW) |
09/16 |
Mello-Roos Act |
negotiated sale
$27,380,000 |
09/28/25 |
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| 21137 |
Rancho Cordova City of Community Facilities District No. 2021-1, I.A. No. 3
The Ranch, Series 2025
Piper Sandler & Co. (UW) |
09/17 |
Mello-Roos Act |
negotiated sale
$12,980,000 |
09/28/25 |
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| 21136 |
San Mateo Union High School District
Election of 2020, Series D
Stifel, Nicolaus & Co. (UW) |
09/16 |
general obligation |
negotiated sale
$96,250,000 |
09/28/25 |
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| 21129 |
Pomona Unified School District
2024 Election, Series A
Stifel, Nicolaus & Co. (UW) |
09/09 |
general obligation |
negotiated sale
$100,000,000 |
09/28/25 |
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| 21128 |
Santa Cruz County Capital Financing Authority
2025 Series A
Stifel, Nicolaus & Co. (UW) |
09/10 |
lease |
negotiated sale
$4,885,000 |
09/28/25 |
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| 21103 |
Chino City of Community Facilities District No. 2022-1
Falloncrest, 2025
Raymond James & Associat (UW) |
07/24 |
Mello-Roos Act |
negotiated sale
$12,275,000 |
09/22/25 |
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| 21131 |
San Marcos Unified School Dist. Community Facilities Dist. No. 15, IA B
Series 2025
Stifel, Nicolaus & Co. (UW) |
09/03 |
Mello-Roos Act |
negotiated sale
$2,345,000 |
09/22/25 |
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| 21124 |
Indio Public Financing Authority
Series 2025A
Piper Sandler & Co. (UW) |
09/03 |
lease |
negotiated sale
$29,165,000 |
09/22/25 |
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| 21122 |
Eastern Municipal Water District, CFD No. 2021-93
McLaughlin Village, 2025
Stifel, Nicolaus & Co. (UW) |
09/04 |
Mello-Roos Act |
negotiated sale
$2,445,000 |
09/22/25 |
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| 21100 |
Menifee Community Facilities District No. 2022-2
McLaughlin Village, Series 2025
Stifel, Nicolaus & Co. (UW) |
07/17 |
Mello-Roos Act |
negotiated sale
$5,165,000 |
09/22/25 |
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| 21117 |
California Municipal Finance Authority
County of Sacramento - Wildhawk North, Series 2025
Piper Sandler & Co. (UW) |
08/26 |
Mello-Roos Act |
negotiated sale
$18,370,000 |
09/15/25 |
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| 21102 |
Santa Clara Unified School District
Election of 2018, Series 2025
Gov't. Fin. Strategies (FA) |
09/03 |
general obligation |
competitive sale
$190,000,000 |
09/15/25 |
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| 21115 |
Oxnard City of
Refunding, Series 2025
J.P. Morgan (UW) |
08/28 |
sewer revenue |
negotiated sale
$47,705,000 |
09/15/25 |
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| 21109 |
Oakland City of Community Facilities District No. 2023-1
Brooklyn Basin Facilities and Services, Series 2025
Stifel, Nicolaus & Co. (UW) |
08/26 |
Mello-Roos Act |
negotiated sale
$5,040,000 |
09/15/25 |
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| 21071 |
Santa Clara Valley Water District
Refunding, Taxable Series 2025B
Public Resources Advisor (FA) |
08/26 |
water revenue |
competitive sale
$90,720,000 |
09/15/25 |
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| 21070 |
Santa Clara Valley Water District
Refunding, Series 2025A
Public Resources Advisor (FA) |
08/26 |
general obligation |
competitive sale
$109,360,000 |
09/15/25 |
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| 20281 |
Sacramento City Unified School District
Election of 202 (Measure H), 2024 Series B
Dale Scott & Co., Inc. (FA) |
06/06 |
general obligation |
competitive sale
$262,500,000 |
09/08/25 |
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| 21105 |
Eastern Sierra Unified School District
2025 Refunding
Robert W. Baird & Co. In (UW) |
08/27 |
general obligation |
negotiated sale
$4,617,094 |
09/08/25 |
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| 21073 |
Panama-Buena Vista Union School District
Refunding, Series 2025
Fieldman, Rolapp (FA) |
08/27 |
general obligation |
competitive sale
$11,395,000 |
09/08/25 |
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| 21072 |
Panama-Buena Vista Union School District
Election of 2022, Series 2025
Fieldman, Rolapp (FA) |
08/27 |
general obligation |
competitive sale
$24,000,000 |
09/08/25 |
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| 21065 |
San Gabriel Unified School District
2025 Refunding
Fieldman, Rolapp (FA) |
08/20 |
general obligation |
competitive sale
$14,395,000 |
09/08/25 |
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| 21064 |
San Gabriel Unified School District
Election of 2024, Series A
Fieldman, Rolapp (FA) |
08/20 |
general obligation |
competitive sale
$28,000,000 |
09/08/25 |
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