0001331757-16-000049.txt : 20160728 0001331757-16-000049.hdr.sgml : 20160728 20160728143825 ACCESSION NUMBER: 0001331757-16-000049 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160728 ITEM INFORMATION: Results of Operations and Financial Condition ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20160728 DATE AS OF CHANGE: 20160728 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Federal Home Loan Bank of Dallas CENTRAL INDEX KEY: 0001331757 STANDARD INDUSTRIAL CLASSIFICATION: FEDERAL & FEDERALLY-SPONSORED CREDIT AGENCIES [6111] IRS NUMBER: 716013989 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 000-51405 FILM NUMBER: 161789743 BUSINESS ADDRESS: STREET 1: 8500 FREEPORT PARKWAY SOUTH STREET 2: SUITE 100 CITY: IRVING STATE: TX ZIP: 75063 BUSINESS PHONE: 214-441-8500 MAIL ADDRESS: STREET 1: 8500 FREEPORT PARKWAY SOUTH STREET 2: SUITE 100 CITY: IRVING STATE: TX ZIP: 75063 8-K 1 a8-kearningsreleaseq22016.htm 8-K Document
 
 
 
 
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
 
 
 
Date of Report (Date of Earliest Event Reported):
 
July 28, 2016
Federal Home Loan Bank of Dallas
__________________________________________
(Exact name of registrant as specified in its charter)
 
 
 
Federally Chartered Corporation
000-51405
71-6013989
_____________________
(State or other jurisdiction
_____________
(Commission
______________
(I.R.S. Employer
of incorporation)
File Number)
Identification No.)
 
 
 
8500 Freeport Parkway South, Suite 600, Irving, Texas
 
75063-2547
____________________________
(Address of principal executive offices)
 
___________
(Zip Code)
 
 
 
Registrant’s telephone number, including area code:
 
214-441-8500
Not Applicable
______________________________________________
Former name or former address, if changed since last report

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
[ ] Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
[ ] Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
[ ] Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
[ ] Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 
 
 
 
 






Top of the Form
Item 2.02 Results of Operations and Financial Condition.
On July 28, 2016, the Federal Home Loan Bank of Dallas issued a press release disclosing information regarding its financial condition at June 30, 2016 and its results of operations for the quarter and six months ended June 30, 2016. A copy of the press release is attached to this Current Report on Form 8-K as Exhibit 99.1. The information contained in this Item 2.02 and Exhibit 99.1 attached hereto is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liability of that section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.


Item 9.01 Financial Statements and Exhibits.
Exhibits
99.1 Press release dated July 28, 2016 disclosing financial information regarding the quarter and six months ended June 30, 2016.


SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
 
 
 
 
 
 
Federal Home Loan Bank of Dallas
 
 
 
 
 
July 28, 2016
 
By:
 
/s/ Tom Lewis
 
 
 
 
 
 
 
 
 
Name: Tom Lewis
 
 
 
 
Title: Executive Vice President and Chief Financial Officer




Top of the Form
Exhibit Index
 
 
 
Exhibit No.
 
Description
 
 
 
99.1
 
Press release dated July 28, 2016 disclosing financial information regarding the quarter and six months ended June 30, 2016.



EX-99.1 2 earningsreleaseq22016.htm PRESS RELEASE DATED JULY 28, 2016 Exhibit

Exhibit 99.1
FOR IMMEDIATE RELEASE

July 28, 2016

Contact:

Corporate Communications
Federal Home Loan Bank of Dallas
www.fhlb.com
(214) 441-8445

Federal Home Loan Bank of Dallas
Reports Second Quarter Operating Results

DALLAS, TEXAS, July 28, 2016 - The Federal Home Loan Bank of Dallas (Bank) today reported net income of $21.2 million for the quarter ended June 30, 2016. In comparison, for the quarter ended March 31, 2016, the Bank reported net income of $8.3 million.

The increase in net income from quarter to quarter was attributable primarily to an improvement in the aggregate net gains and losses associated with the Bank's derivatives and hedging activities and its trading securities portfolio ($9.2 million), an increase in realized gains on the sales of long-term investment securities ($2.7 million) and an increase in the Bank's net interest income ($2.1 million), offset by an increase in the Bank's Affordable Housing Program assessment ($1.4 million). The vast majority of the gains and losses associated with the Bank's derivatives and hedging activities and its trading securities portfolio are expected to be transitory.

Total assets at June 30, 2016 were $54.4 billion, compared with $49.5 billion at March 31, 2016 and $42.1 billion at December 31, 2015. The $4.9 billion increase in total assets for the second quarter was attributable primarily to increases in the Bank's advances ($6.8 billion) and long-term investments ($0.4 billion), offset by a decrease in the Bank's short-term liquidity portfolio ($2.5 billion). For the six months ended June 30, 2016, the $12.3 billion increase in total assets was attributable primarily to increases in the Bank's advances ($6.4 billion), short-term liquidity portfolio ($3.2 billion) and long-term investments ($2.6 billion).

Advances totaled $31.1 billion at June 30, 2016, compared with $24.3 billion at March 31, 2016 and $24.7 billion at December 31, 2015.

The Bank's long-term held-to-maturity securities portfolio, which is comprised substantially of U.S. agency residential mortgage-backed securities (MBS), totaled $2.8 billion at June 30, 2016 as compared to $3.1 billion at March 31, 2016 and $3.2 billion at December 31, 2015. The Bank's long-term available-for-sale securities portfolio, which is comprised substantially of U.S. agency and other highly rated debentures and U.S. agency commercial MBS, totaled $12.8 billion at June 30, 2016 as compared to $12.0 billion at March 31, 2016 and $9.7 billion at December 31, 2015. The Bank also held a $0.1 billion long-term U.S. Treasury Note in its trading securities portfolio at June 30, 2016, as compared to $0.2 billion of long-term U.S. Treasury Notes at both March 31, 2016 and December 31, 2015.




The Bank's short-term liquidity portfolio, which is comprised substantially of non-interest bearing excess cash balances, overnight federal funds sold and reverse repurchase agreements, totaled $7.2 billion at June 30, 2016, compared to $9.7 billion at March 31, 2016 and $4.0 billion at December 31, 2015.

During the quarter ended June 30, 2016, the Bank sold approximately $67 million (par value) of U.S. agency residential MBS classified as held-to-maturity (for which a substantial portion of the principal had previously been collected), approximately $301 million (par value) of U.S. Treasury Notes classified as available-for-sale and approximately $1.2 billion (par value) of U.S. agency debentures classified as available-for-sale. The aggregate gains recognized on the sales of these securities totaled $3.8 million. In comparison, the aggregate gains recognized on the sales of investment securities totaled $1.1 million in the first quarter of 2016. During the second quarter of 2016, the Bank also sold a $0.1 billion (par value) U.S. Treasury Note classified as trading.

The Bank's retained earnings increased to $784.2 million at June 30, 2016 from $767.0 million at March 31, 2016 and $762.2 million at December 31, 2015. On June 28, 2016, a dividend of $4.0 million was paid to the Bank's shareholders.

Additional selected financial data as of and for the quarter ended June 30, 2016 (and, for comparative purposes, as of and for the quarter ended March 31, 2016) is set forth below. Further discussion and analysis regarding the Bank's second quarter results will be included in its Form 10-Q for the quarter ended June 30, 2016 to be filed with the Securities and Exchange Commission.

About the Federal Home Loan Bank of Dallas

The Federal Home Loan Bank of Dallas is one of 11 district banks in the FHLBank System, which was created by Congress in 1932. The Bank is a member-owned cooperative that supports housing and community development by providing competitively priced loans (known as advances) and other credit products to approximately 850 members and associated institutions in Arkansas, Louisiana, Mississippi, New Mexico and Texas. For more information, visit the Bank's website at fhlb.com.



Federal Home Loan Bank of Dallas
Selected Financial Data
As of and For the Quarter and Six Months Ended June 30, 2016
(Unaudited, in thousands)
 
 
June 30, 2016
 
March 31, 2016
 
December 31, 2015
 
Selected Statement of Condition Data:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Assets
 
 
 
 
 
 
 
Investments (1)
 
$
22,982,268

 
$
24,989,577

 
$
16,323,518

 
Advances
 
31,122,698

 
24,294,953

 
24,746,802

 
Mortgage loans held for portfolio, net
 
66,868

 
53,910

 
55,117

 
Cash and other assets
 
266,376

 
164,768

 
956,590

(3)
Total assets
 
$
54,438,210

 
$
49,503,208

 
$
42,082,027

 
 
 
 
 
 
 
 
 
Liabilities
 
 
 
 
 
 
 
Consolidated obligations
 
 
 
 
 
 
 
Discount notes
 
$
30,047,547

 
$
27,023,718

 
$
20,541,329

 
Bonds
 
20,747,687

 
19,006,826

 
18,024,692

(3)
Total consolidated obligations
 
50,795,234

 
46,030,544

 
38,566,021

 
Mandatorily redeemable capital stock
 
3,251

 
8,936

 
8,929

 
Other liabilities
 
1,168,950

 
1,215,076

 
1,307,765

 
Total liabilities
 
51,967,435

 
47,254,556

 
39,882,715

 
Capital
 
 
 
 
 
 
 
Capital stock — putable
 
1,810,769

 
1,583,434

 
1,540,132

 
Retained earnings
 
784,163

 
767,022

 
762,203

 
Total accumulated other comprehensive income (loss)
 
(124,157
)
 
(101,804
)
 
(103,023
)
 
Total capital
 
2,470,775

 
2,248,652

 
2,199,312

 
Total liabilities and capital
 
$
54,438,210

 
$
49,503,208

 
$
42,082,027

 
 
 
 
 
 
 
 
 
Total regulatory capital (2)
 
$
2,598,183

 
$
2,359,392

 
$
2,311,264

 

 
 
For the Quarter Ended
 
For the Quarter Ended
 
For the Six Months Ended
 
 
June 30, 2016
 
March 31, 2016
 
June 30, 2016
Selected Statement of Income Data:
 
 
 
 
 
 
 
 
 
 
 
 
 
Net interest income
 
$
37,813

 
$
35,734

 
$
73,547

Other income (loss)
 
5,393

 
(7,096
)
 
(1,703
)
Other expense
 
19,662

 
19,430

 
39,092

AHP assessment
 
2,355

 
922

 
3,277

Net income
 
$
21,189

 
$
8,286

 
$
29,475


(1)
Investments consist of interest-bearing deposits, securities purchased under agreements to resell, federal funds sold, trading securities, available-for-sale securities and held-to-maturity securities.
(2)
As of June 30, 2016, March 31, 2016 and December 31, 2015, total regulatory capital represented 4.77 percent, 4.77 percent and 5.49 percent, respectively, of total assets as of those dates.
(3)
Reflects the reclassification of $1.267 million of unamortized debt issuance costs from other assets to consolidated obligation bonds, as required by Accounting Standards Update 2015-03 "Simplifying the Presentation of Debt Issuance Costs."
###