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Pleasanton Buys Morgan Stanley Smith Barney Note

City of Pleasanton logoCity of Pleasanton
Disclosed value
$750,000.00
From report
Document date
Aug 31, 2025
Renews
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The 30-second brief

What it covers

The City of Pleasanton purchased a $750,000 Morgan Stanley Smith Barney medium term note maturing July 22, 2028 at 3.591%. This security adds brokerage/financial sector exposure to the portfolio.

Who holds it

Morgan Stanley Smith Barney holds this financial services contract with City of Pleasanton. Its other public contracts on record include work for Town of Greenwich and Borough of Ephrata.

What happens next

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Contract details

Contract type
Financial Services
Amount
$750,000.00
Document date
August 31, 2025
Term
Purchase date 07/23/2025; matures 07/22/2028
Renews
On record
Vendor
Morgan Stanley Smith Barney
Agency
City of Pleasanton
Source document
city-of-pleasanton-portfolio-summary-august-31-2025_3f7.pdf (Report)

Morgan Stanley Smith Barney's other public contracts

Town of Greenwich, ConnecticutOPEB Trust Investment Discussion Set With Morgan Stanley · Oct 22, 2026UndisclosedBorough of Ephrata, PennsylvaniaMorgan Stanley Authorized Signers Approved · Aug 10, 2026UndisclosedTown of Greenwich, ConnecticutGreenwich Reviews Morgan Stanley OPEB Investment Services · Jul 23, 2026UndisclosedTown of Greenwich, ConnecticutOPEB portfolio review by Morgan Stanley Smith Barney · Jul 23, 2026UndisclosedWashington County, PennsylvaniaBoard OKs IRA Distribution to Morgan Stanley Smith Barney · May 21, 2026$1.8KAll Morgan Stanley Smith Barney contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Pleasanton?

Morgan Stanley Smith Barney was awarded this financial services contract by City of Pleasanton, as recorded on August 31, 2025. The contract value is $750,000.00.

How much is the Morgan Stanley Smith Barney contract with City of Pleasanton worth?

The Morgan Stanley Smith Barney contract with City of Pleasanton is valued at $750,000.00, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in city-of-pleasanton-portfolio-summary-august-31-2025_3f7.pdf (Report), dated August 31, 2025 from City of Pleasanton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Morgan Stanley Smith Barney hold?

Morgan Stanley Smith Barney may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Pleasanton currently buying?

Explore City of Pleasanton's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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