Nuveen California fund names new reporting insider
A portfolio manager associated with NAC has filed an initial ownership report showing no reportable holdings or transactions.
Rhea-AI Filing Summary
Nuveen California Quality Municipal Income Fund (NAC) filed an initial statement of beneficial ownership reporting that Margot Kleinman, identified as a Portfolio Manager, is now a reporting person for the fund’s securities. The filing does not list any reportable transactions or holdings of the fund’s securities by her at this time.
Positive
- None.
Negative
- None.
Key Figures
Reported transactions: 0
Reported holdings entries: 0
2 metrics
Reported transactions
0
No transactions in NAC securities are listed for the reporting person
Reported holdings entries
0
No separate holdings positions are itemized for the reporting person
FAQ
Were any transactions in NAC securities reported in this Form 3?
No. The Form 3 lists no transactions in NAC securities associated with Margot Kleinman; it functions solely as an initial registration of her reporting status.
What is Margot Kleinman’s role in relation to NAC?
She is identified as a Portfolio Manager connected with Nuveen California Quality Municipal Income Fund (NAC), which makes her subject to beneficial ownership reporting requirements.
Does this Form 3 indicate any change in NAC’s capital structure?
No. The Form 3 concerns individual reporting status only and discloses no changes to the capital structure or outstanding securities of NAC.
AI-generated analysis. How Rhea-AI works. Not financial advice.