PCQ officer files routine Form 3 statement

PIMCO California Municipal Income Fund reported an initial statement of beneficial ownership for assistant treasurer Paul Vitale.

Accepted by SEC EDGAR 07/08/2026 - 06:40 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

PIMCO California Municipal Income Fund reported an initial statement of beneficial ownership for assistant treasurer Paul Vitale. This Form 3 filing lists him as an officer of the fund but shows no stock or derivative transactions, meaning it is a routine disclosure of his status rather than a report of trading activity.

Key Terms

Form 3, beneficial ownership, assistant treasurer

3 terms

Form 3 regulatory

"INSIDER FILING DATA (Form 3)"

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.

beneficial ownership financial

"initial statement of beneficial ownership for assistant treasurer"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

assistant treasurer financial

"officer_title": "ASSISTANT TREASURER""

FAQ

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

What does the Paul Vitale Form 3 for PCQ report?

The Form 3 for Paul Vitale at PCQ reports his status as an assistant treasurer and initial beneficial ownership information, with no buy, sell, or derivative transactions disclosed in this filing.

Did Paul Vitale buy or sell PCQ shares in this Form 3?

No, this Form 3 shows no purchases or sales of PCQ shares by Paul Vitale. The transaction summary reports zero buy, sell, exercise, gift, or other transactions in this filing.

What is Paul Vitale’s role at PIMCO California Municipal Income Fund (PCQ)?

Paul Vitale is reported as an officer of PIMCO California Municipal Income Fund with the title assistant treasurer. He is not listed as a director or ten percent owner in this Form 3 filing.

Does this PCQ Form 3 include any derivative securities information?

No, the Form 3 derivative summary for PCQ lists no derivative positions or transactions. Derivative-related counts, such as exercises and derivative transactions, are all zero in the transaction summary.

Why is this Form 3 for PCQ considered a routine filing?

This Form 3 is routine because it only establishes initial beneficial ownership status for officer Paul Vitale. It reports no major transactions, no earnings data, and no material financial events affecting PIMCO California Municipal Income Fund.

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

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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^*

Vitale Paul

(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 TREASURER

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 Paul Vitale	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)