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Morgan Stanley Private Bank DTC Investment

Cusd 300 logoCusd 300
Disclosed value
$247,000 principal (DTC instrument at 1.700%)
From financial report
Document date
Aug 31, 2025

The 30-second brief

What it covers

District 300 maintains a $247,000 1.70% DTC fixed‑income position with Morgan Stanley Private Bank from February 6, 2020 to August 6, 2021 as part of its long‑term investment strategy.

Who holds it

Morgan Stanley Private Bank holds this financial services contract with Cusd 300. Its other public contracts on record include work for Burnet Consolidated ISD and City of Laguna Woods.

What happens next

Term as filed: February 6, 2020 – August 6, 2021 (547 days).

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Contract details

Contract type
Financial Services
Amount
$247,000 principal (DTC instrument at 1.700%)
Document date
August 31, 2025
Term
February 6, 2020 – August 6, 2021 (547 days)
Vendor
Morgan Stanley Private Bank
Agency
Cusd 300
Source document
community_unit_school_district_300_unaudited_finan.pdf (Financial Report)

Morgan Stanley Private Bank's other public contracts

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

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Questions about this contract

Who was awarded the financial services contract by Cusd 300?

Morgan Stanley Private Bank was awarded this financial services contract by Cusd 300, as recorded on August 31, 2025. The contract value is $247,000 principal (DTC instrument at 1.700%).

How much is the Morgan Stanley Private Bank contract with Cusd 300 worth?

The Morgan Stanley Private Bank contract with Cusd 300 is valued at $247,000 principal (DTC instrument at 1.700%), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in community_unit_school_district_300_unaudited_finan.pdf (Financial Report), dated August 31, 2025 from Cusd 300. 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 Cusd 300 currently buying?

Explore Cusd 300's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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