STOCK TITAN

Nuveen CA Muni Value names VP as reporting person

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) filed an initial statement of beneficial ownership on Form 3 for Parth Doshi.

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) filed an initial statement of beneficial ownership on Form 3 for Parth Doshi. Doshi is identified as a VP but not as a director, officer of the issuer, or ten percent owner. The filing reports no securities transactions or holdings at this time.

Positive

  • None.

Negative

  • None.
Buy transactions reported 0 Transaction summary buyCount for Parth Doshi on Form 3
Sell transactions reported 0 Transaction summary sellCount for Parth Doshi on Form 3
Derivative transactions reported 0 Transaction summary derivativeTransactionCount for Parth Doshi on Form 3
Net buy/sell shares 0 Transaction summary netBuySellShares for this initial ownership report
Form 3 regulatory
"filed an initial statement of beneficial ownership on Form 3 for Parth"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
ten percent owner regulatory
"not as a director, officer of the issuer, or ten percent owner"
reporting person regulatory
"is now a reporting person, but it reports no transactions"

FAQ

What does the Form 3 filing for NCA disclose about Parth Doshi?

It discloses that Parth Doshi is a VP associated with NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA) and is now a reporting person, but it reports no transactions and no holdings of NCA securities as of this filing.

Is Parth Doshi reported as a ten percent owner of NCA?

No. The Form 3 states that Parth Doshi is not a ten percent owner of NUVEEN CALIFORNIA MUNICIPAL VALUE FUND (NCA); the ten percent owner checkbox is not selected in the reporting person information.

Does the NCA Form 3 show any recent insider trades by Parth Doshi?

No. The Form 3 includes no reported transactions. All transaction counts, including buys, sells, exercises, and gifts, are shown as zero in the transaction summary.

Are any derivative securities reported for Parth Doshi in the NCA Form 3?

No. The derivative summary is empty, and the transaction summary shows zero derivative transactions, indicating no reportable derivative positions in this initial filing.

Does the Form 3 for NCA mention a Rule 10b5-1 trading plan for Parth Doshi?

No. The document-level Rule 10b5-1 indicator is null, meaning it does not state that reported transactions, if any, were made under a 10b5-1 trading plan. In this case, there are no transactions reported.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Doshi Parth

(Last)(First)(Middle)
333 W. WACKER DRIVE
SUITE 2900

(Street)
CHICAGO ILLINOIS 60606

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
08/26/2026
3. Issuer Name and Ticker or Trading Symbol
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND [ NCA ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
Officer (give title below)XOther (specify below)
VP
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
doshipoa.txt
No securities are beneficially owned.
Mark L. Winget/ Signed Under Power of Attorney08/26/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)