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HomeMy WebLinkAboutStaff Report 2606-6458CITY OF PALO ALTO CITY COUNCIL Special Meeting Monday, August 10, 2026 Council Chambers & Hybrid 5:30 PM     Agenda Item     A.Monthly Investment Report - May 2026 (Unaudited) City Council Staff Report Report Type: INFORMATION REPORTS Lead Department: Administrative Services Meeting Date: August 10, 2026 Report #:2606-6458 TITLE Monthly Investment Report - May 2026 (Unaudited) RECOMMENDATION This is an Information Report. No Council action is required. ANALYSIS The City’s Investment Policy (Policy)1 and California Government Code Section 53607 requires that a report of transactions (investments, reinvestment, sold, and exchanged securities) be made available to the Council on a monthly basis. This reporting requirement is separate and distinct from the quarterly investment report submitted under California Government Code Section 53646 that includes portfolio composition, a detailed list of all securities, performance compared to the Policy, overall compliance with the Policy, and the City’s ability to meet expenditure requirements over the next six months. ATTACHMENTS Attachment A: Investment Portfolio Transaction Ledger – May 2026 APPROVED BY: Lauren Lai, Administrative Services Director 1 Investment Policy Fiscal Year 2025-2026 (Adopted February 9, 2026); ATTACHMENT A Palo Alto Monthly Transactions 05/01/2026 - 05/31/2026 Buy CUSIP Security Description Security Type CORP ABS Transaction Settlement Date 05/14/2026 05/20/2026 05/20/2026 05/20/2026 05/13/2026 05/14/2026 Quantity 3,910,000.00 3,775,000.00 1,795,000.00 705,000.00 Price 99.797 99.978 99.893 99.751 99.997 99.989 Acq/Disp Yield 4.596 Amount -3,902,062.70 -3,774,177.81 -1,793,079.35 -703,244.55 Purchased/Sold Interest Total Amount -3,902,062.70 -3,774,177.81 -1,793,079.35 -703,244.55 89236TQB4 TOYOTA MOTOR CREDIT Buy 0.00 MBART 261 A3 4.36 4.603 ELI LILLY AND CO 4.375 CORP 4.399 ELI LILLY AND CO 4.375 4.431 HAROT 2026-2 A3 4.3 3,900,000.00 3.020 -3,899,887.29 -3,899,887.29 GMALT 2026-2 A3 4.3 ABS 4.396 ---------Buy 05/16/2026 15,800,000.00 ---4.157 -15,787,266.14 0.00 -15,787,266.14 Maturity CUSIP Security Description Security Type Transaction Settlement Date Quantity Price Acq/Disp Yield Amount Purchased/Sold Interest Total Amount 977100AC0 WISCONSIN ST GEN FD MUNI Maturity 05/01/2026 -305,000.00 100.000 5.108 305,000.00 0.00 305,000.00 97705MNP6 WISCONSIN ST 2.089 MUNI Maturity 05/01/2026 -2,500,000.00 100.000 0.761 2,500,000.00 0.00 2,500,000.00 UNITED STATES SAN DIEGO CNTY CALIF 70227RBM1 PASADENA CALIF MUNI Maturity 05/01/2026 -120,000.00 100.000 0.915 120,000.00 0.00 120,000.00 59013KPS9 Merrick Bank 1.1 05/19/2026 CD Maturity 05/19/2026 -249,000.00 100.000 1.169 249,000.00 0.00 249,000.00 INTERNATIONAL FINANCE SUPRANATIONAL -1,500,000.00 1,500,000.00 1,500,000.00 4581X0EK0 INTER-AMERICAN SUPRANATIONAL Maturity 05/15/2026 -1,000,000.00 100.000 4.273 1,000,000.00 0.00 1,000,000.00 ---------Maturity 05/09/2026 -12,994,000.00 100.000 2.538 12,994,000.00 0.00 12,994,000.00 Summary CUSIP Security Description Security Type Transaction Settlement Date Quantity Price Acq/Disp Yield Amount Purchased/Sold Interest Total Amount ------------05/13/2026 2,806,000.00 ---3.426 -2,793,266.14 0.00 -2,793,266.14 1