Every material Form 8-K Nuveen AMT-Free Municipal Value Fund has filed with the SEC since October 13, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Margot Kleinman, Head of Research for Nuveen's municipal fixed income team, was named a portfolio manager of the Fund effective February 27, 2026. Daniel Close and Kristen DeJong continue as portfolio managers, and the filing states there will be no changes to the Fund's investment objective or policies.
Margot Kleinman named portfolio manager effective February 27, 2026
Daniel Close and Kristen DeJong remain portfolio managers
No changes to the Fund's investment objective or investment policies
The fund's Board of Trustees adopted Amended and Restated By-Laws on February 28, 2024, eliminating the control share provisions whose effectiveness had been suspended since February 24, 2022. Apart from that change, the by-laws are identical to the prior version, and the amended by-laws are filed as Exhibit 3.1.
Board adopted amended by-laws on February 28, 2024
Control share provisions eliminated; they had been suspended since February 24, 2022
All other by-law terms unchanged; full text filed as Exhibit 3.1
The fund's board and boards of other Nuveen and TIAA-CREF funds approved aligning and consolidating board membership so the funds are overseen by the same board members. Four independent directors, Joseph A. Boateng, Michael A. Forrester, Thomas J. Kenny and Loren M. Starr, join the board effective January 1, 2024, and the board will have twelve members; the company says this is expected to generate cost savings that benefit shareholders.
Board size set at twelve members effective January 1, 2024.
Joseph A. Boateng, Michael A. Forrester, Thomas J. Kenny and Loren M. Starr appointed as independent board members effective January 1, 2024; all currently serve on TC Funds boards.
Trustees Jack B. Evans and William C. Hunter are expected to retire effective December 31, 2023 under board retirement policies.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Nuveen AMT-Free Municipal Value Fund filing is on SEC EDGAR ↗. 8-K briefs of other companies →