Welcome to our dedicated page for PIMCO California Municipal Income Fund SEC filings (Ticker: PCQ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
PIMCO California Municipal Income Fund filings document the regulatory record of a closed-end municipal bond fund with NYSE-listed common shares. Its 8-K disclosures cover material fund matters, including changes to non-fundamental investment guidelines for California Municipal Bonds and policies tied to income exempt from federal and California state income taxes.
Proxy materials describe shareholder voting for annual meetings, trustee elections, record-date mechanics, and governance matters involving the PIMCO-managed fund complex. The filing record also references shareholder reports on Form N-CSR, exchange-listed common shares, and capital-structure disclosures relevant to the fund.
Mark D. Michel filed an initial Form 3 disclosing his relationship to PIMCO California Municipal Income Fund (PCQ). The report indicates the reporting person is a Director and the form was filed by one reporting person. The Event Date requiring the statement is 09/18/2025. The filing states no securities are beneficially owned and includes an Exhibit 24 power of attorney. The form is signed on behalf of Mr. Michel by an attorney-in-fact, Ryan Leshaw, with a signature date of 09/25/2025. No derivative or non-derivative holdings are reported.
PIMCO California Municipal Income Fund is easing one of its investment guidelines. The Board of Trustees approved reducing the Fund’s minimum guideline for California municipal bonds from 90% to 80% of net assets, effective October 20, 2025, giving the portfolio more flexibility.
The Fund will, under normal circumstances, invest at least 80% of its net assets in bonds whose interest is exempt from California income taxes. Separately, it will continue to follow its fundamental policy to invest at least 80% of its assets in investments whose income is exempt from both federal and California state income taxes. The change will appear in the annual shareholder report for the period ended December 31, 2025.
PIMCO California Municipal Income Fund is easing one of its investment guidelines. The Board of Trustees approved reducing the Fund’s minimum guideline for California municipal bonds from 90% to 80% of net assets, effective October 20, 2025, giving the portfolio more flexibility.
The Fund will, under normal circumstances, invest at least 80% of its net assets in bonds whose interest is exempt from California income taxes. Separately, it will continue to follow its fundamental policy to invest at least 80% of its assets in investments whose income is exempt from both federal and California state income taxes. The change will appear in the annual shareholder report for the period ended December 31, 2025.
JPMorgan Chase Bank, N.A. reports beneficial ownership of 790 Remarketable Variable Rate MuniFund Term Preferred Shares of PIMCO California Municipal Income Fund, representing 19.66% of the preferred class. JPM retained voting rights for shares not assigned to a voting trust and assigned voting rights on 790 shares to a Voting Trust on June 12, 2024; the Voting Consultant recommends votes to the Voting Trustee, who must follow those recommendations. JPM deposited 100% of certain VMTP shares into a tender option bond trust and holds indirect beneficial interests via other TOB trusts following a reorganization exchange.