CONTRACTONGOING

Morgan Stanley Private Bank CD in General Fund

Disclosed value: $244,000.00 principal; current valuation $244,000.00; From report
Document date: Jan 9, 2025
Term: 07/24/2024 – 01/26/2026

What it covers

Wharton County invested $244,000 of General Fund assets in a 4.80% CD with Morgan Stanley Private Bank maturing January 26, 2026. The CD provides strong coupon income within the investment ladder.

Who holds it

Morgan Stanley Private Bank holds this financial services contract with Wharton County. Its other public contracts on record include work for Burnet Consolidated ISD and City of Laguna Woods.

What happens next

Term as filed: 07/24/2024 – 01/26/2026.

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Contract details

Contract type: Financial Services
Amount: $244,000.00 principal; current valuation $244,000.00
Document date: January 9, 2025
Term: 07/24/2024 – 01/26/2026
Vendor: Morgan Stanley Private Bank
Agency: Wharton County
Source document: Wharton County Treasurer Investment Report 4th Quarter 2024 (Report)

Morgan Stanley Private Bank's other public contracts

Burnet Consolidated ISD, TexasMorgan Stanley Private Bank CD Held · Sep 30, 2026$115K City of Laguna Woods, CaliforniaLaguna Woods Holds Morgan Stanley Private Bank CD · Sep 29, 2026$245K Live Oak County, TexasCounty Reports Morgan Stanley Private Bank Investment · Aug 31, 2026 City of Hermosa Beach, CaliforniaMorgan Stanley Private Bank CD In City Portfolio · May 1, 2026$244K Chino Valley Independent Fire District, CaliforniaFire District Holds Morgan Stanley Private Certificate · Mar 11, 2026$244K All Morgan Stanley Private Bank contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Wharton County?

Morgan Stanley Private Bank was awarded this financial services contract by Wharton County, as recorded on January 9, 2025. The contract value is $244,000.00 principal; current valuation $244,000.00.

How much is the Morgan Stanley Private Bank contract with Wharton County worth?

The Morgan Stanley Private Bank contract with Wharton County is valued at $244,000.00 principal; current valuation $244,000.00, 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 Wharton County Treasurer Investment Report 4th Quarter 2024 (Report), dated January 9, 2025 from Wharton County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Morgan Stanley Private Bank hold?

Morgan Stanley Private Bank 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 Wharton County currently buying?

Explore Wharton County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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