PIMCO PCQ officer Willard Morgan files Form 3

PIMCO CALIFORNIA MUNICIPAL INCOME FUND insider Willard Morgan, an assistant secretary, submitted a Form 3 that lists him as a reporting person for the fund.

Rhea-AI Filing Summary

PIMCO CALIFORNIA MUNICIPAL INCOME FUND insider Willard Morgan, an assistant secretary, submitted a Form 3 that lists him as a reporting person for the fund. The filing shows no reported transactions or holdings in either non‑derivative or derivative securities in this submission.

Key Figures

Reported transactions: 0 shares Buy transactions: 0 Sell transactions: 0

3 metrics

Reported transactions 0 shares Net buy-sell shares in this Form 3

Buy transactions 0 BuyCount in transaction summary

Sell transactions 0 SellCount in transaction summary

Key Terms

reporting person, ASSISTANT SECRETARY, transaction summary

3 terms

reporting person regulatory

"The Form 3 lists Willard Morgan as a reporting person"

ASSISTANT SECRETARY financial

"Willard Morgan is identified with the title “ASSISTANT SECRETARY”"

transaction summary financial

"The transaction summary shows zero buys, sells, exercises, gifts"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Willard Morgan's Form 3 for PCQ show?

The Form 3 lists Willard Morgan as a reporting person and assistant secretary of PIMCO California Municipal Income Fund. It reports no non-derivative or derivative transactions or holdings in this filing, indicating only his insider status is being recorded here.

Are any PCQ share transactions reported for Willard Morgan?

No transactions are reported. The transaction summary shows zero buys, sells, exercises, gifts, or other dispositions, and zero net buy or sell shares. This filing simply establishes Morgan’s role as a reporting person without recording trading activity.

Does the Form 3 for PCQ include derivative securities for Willard Morgan?

No derivative positions are listed. The derivative summary is empty and the transaction summary shows zero derivative transactions or exercise shares, meaning no options or other derivative securities are reported for Willard Morgan in this particular filing.

What insider role does Willard Morgan hold at PIMCO California Municipal Income Fund (PCQ)?

Willard Morgan is identified as an officer of PIMCO California Municipal Income Fund with the title “ASSISTANT SECRETARY.” The Form 3 records this status and designates him as a reporting person subject to insider reporting requirements for the fund.

Does Willard Morgan’s PCQ Form 3 indicate net buying or selling activity?

No net activity is indicated. The transaction summary shows zero buy shares, zero sell shares, and a net buy-sell direction marked as neutral, confirming that this filing does not reflect any trading activity by Willard Morgan.

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

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Accepted by SEC EDGAR 07/08/2026 - 08:36 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED 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^*

Willard Morgan

(Last) (First) (Middle)

C/O PIMCO

650 NEWPORT CENTER DRIVE

(Street)

NEWPORT BEACH CALIFORNIA 92660

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
07/01/2026

3. Issuer Name and Ticker or Trading Symbol
PIMCO CALIFORNIA MUNICIPAL INCOME FUND [ PCQ ]

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	ASSISTANT SECRETARY

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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 Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/s/ Ryan Leshaw, Attorney-in-Fact for Morgan Willard	07/08/2026
	** Signature of Reporting Person	Date
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)