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Pre-Sale Research Reports
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| 20039 |
Anaheim Elementary School District
Election of 2016, Series B
Piper Sandler & Co. (FA) |
11/15 |
general obligation |
competitive sale
$88,000,000 |
11/12/23 |
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| 20026 |
Washington Unified School District (Yolo County)
Election of 2020, Series B
KNN Public Finance (FA) |
11/08 |
general obligation |
competitive sale
$50,000,000 |
11/05/23 |
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| 20027 |
Milpitas Unified School District
Election of 2018, Series C
KNN Public Finance (FA) |
11/07 |
general obligation |
competitive sale
$59,000,000 |
11/05/23 |
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Post-Sale Research Reports
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| 20077 |
River Islands Public Financing Authority Com. Fac. Dist. No. 2023-1, I.A. No. 1
Public Facilities, 2023
(UW) |
11/14 |
Mello-Roos Act |
negotiated sale
$28,230,000 |
12/04/23 |
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| 20076 |
River Islands Public Financing Authority Com. Fac. Dist. No. 2020-1
Stage 2B Public Improvements, 2023
(UW) |
11/14 |
Mello-Roos Act |
negotiated sale
$28,455,000 |
12/04/23 |
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| 20075 |
River Islands Public Financing Authority Com. Fac. Dist. No. 2016-1
River Islands Supplemental, 2023
(UW) |
11/14 |
Mello-Roos Act |
negotiated sale
$9,335,000 |
12/04/23 |
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| 20068 |
Ontario City of Community Facilities District No. 56
Parkside-La Avenida, Series 2023
Ramirez & Co., Inc. (UW) |
11/16 |
Mello-Roos Act |
negotiated sale
$19,490,000 |
12/04/23 |
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| 20067 |
Galt City of Community Facilities District No. 2020-1, Improvement Area No. 1
Liberty Ranch, 2023, Series A
(UW) |
11/21 |
Mello-Roos Act |
negotiated sale
$11,005,000 |
12/04/23 |
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| 20066 |
Orchard School District
Election of 2001, Series C
Piper Sandler & Co. (UW) |
11/14 |
general obligation |
negotiated sale
$8,000,000 |
12/04/23 |
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| 20056 |
Dublin City of Community Facilities District No. 2015-1, I.A No. 5
Dublin Crossing, Series 2023
Piper Sandler & Co. (UW) |
11/16 |
Mello-Roos Act |
negotiated sale
$18,650,000 |
11/27/23 |
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| 20039 |
Anaheim Elementary School District
Election of 2016, Series B
Piper Sandler & Co. (FA) |
11/15 |
general obligation |
competitive sale
$88,000,000 |
11/27/23 |
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| 20059 |
Fairfield City of Redevelopment Agency Successor Agency to the
2023 Refunding (Federally Taxable)
Stifel, Nicolaus & Co. (UW) |
11/14 |
tax allocation |
negotiated sale
$5,570,000 |
11/27/23 |
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| 20058 |
Palmdale Financing Authority
Series 2023B (Federally Taxable)
(UW) |
11/15 |
lease |
negotiated sale
$14,560,000 |
11/27/23 |
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| 20057 |
Palmdale Financing Authority
Series 2023A
(UW) |
11/15 |
lease |
negotiated sale
$26,370,000 |
11/27/23 |
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| 20060 |
Riverside City of
Refunding, Issue of 2023A
J.P. Morgan (UW) |
11/14 |
power revenue |
negotiated sale
$31,390,000 |
11/27/23 |
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| 20048 |
San Mateo Union High School District
Election of 2020, Series C
Stifel, Nicolaus & Co. (UW) |
11/08 |
general obligation |
negotiated sale
$96,250,000 |
11/20/23 |
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| 20026 |
Washington Unified School District (Yolo County)
Election of 2020, Series B
KNN Public Finance (FA) |
11/08 |
general obligation |
competitive sale
$50,000,000 |
11/20/23 |
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| 20047 |
Scotts Valley Unified School District
2023
Stifel, Nicolaus & Co. (UW) |
11/08 |
cert. of participation |
negotiated sale
$6,950,000 |
11/20/23 |
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| 20045 |
Aliso Viejo City of Community Facilities Dist. No. 2005-01
Glenwood at Aliso Viejo, 2023 Refunding
Piper Sandler & Co. (UW) |
11/07 |
Mello-Roos Act |
negotiated sale
$23,430,000 |
11/20/23 |
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| 20027 |
Milpitas Unified School District
Election of 2018, Series C
KNN Public Finance (FA) |
11/07 |
general obligation |
competitive sale
$59,000,000 |
11/20/23 |
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| 20025 |
Ontario-Montclair School District
Election of 2016, Series 2023C
Stifel, Nicolaus & Co. (UW) |
05/17 |
general obligation |
negotiated sale
$30,000,000 |
11/20/23 |
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| 20041 |
San Miguel Joint Union Elementary School District
2020 Election, 2023 Series A
Oppenheimer & Co., Inc. (UW) |
11/02 |
general obligation |
negotiated sale
$2,700,000 |
11/12/23 |
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| 20040 |
Chino City of Community Facilities District No. 2021-1
Appesetche, 2023
Raymond James & Associat (UW) |
11/02 |
Mello-Roos Act |
negotiated sale
$7,085,000 |
11/12/23 |
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| 20037 |
Eastside Union School District
Election of 2022, Series A
RBC Capital Markets (UW) |
10/31 |
general obligation |
negotiated sale
$12,700,000 |
11/12/23 |
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| 20036 |
Hemet Unified School Dist. Community Facilities Dist. No. 2018-1, IA No. 1
2023
Stifel, Nicolaus & Co. (UW) |
10/31 |
Mello-Roos Act |
negotiated sale
$3,880,000 |
11/12/23 |
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| 20034 |
Taft City Elementary School District
Election of 2012, Series C
Raymond James & Associat (UW) |
10/26 |
general obligation |
negotiated sale
$8,599,121 |
11/12/23 |
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| 20028 |
Tracy City of Community Facilities Dist. No. 2016-1 IA No. 2
Tracy Hills, Series 2023
Piper Sandler & Co. (UW) |
10/25 |
Mello-Roos Act |
negotiated sale
$33,955,000 |
11/05/23 |
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| 20033 |
River Islands Public Financing Authority
Series 2023
(UW) |
10/31 |
power revenue |
negotiated sale
$9,645,000 |
11/05/23 |
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| 20031 |
Hidden Valley Lake Community Services Dist. Public Financing Authority
Series 2023A
(UW) |
10/25 |
water revenue |
negotiated sale
$5,000,000 |
11/05/23 |
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| 20030 |
San Marcos Unified School Dist. Community Facilities Dist. No. 15, IA A
Series 2023
Stifel, Nicolaus & Co. (UW) |
10/26 |
Mello-Roos Act |
negotiated sale
$3,465,000 |
11/05/23 |
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