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AI brief of an SEC Form 8-K · Principal Real Estate Income Fund (PGZ)

Principal Real Estate Income Fund: Trustee Scalberg resigns, JoEllen Legg appointed

Neutral Impact 2 of 5 leadership Written later

Ernest J. Scalberg resigned as a Trustee of the Principal Real Estate Income Fund effective March 11, 2024, and the Board appointed JoEllen Legg to replace him the same day. The filing says his resignation was not due to any disagreement with the Fund on its operations, policies, or practices, and it also records board leadership changes that shareholders may want to note.

Key points

  • Ernest J. Scalberg resigned as Trustee effective March 11, 2024, with no disagreement with the Fund cited
  • JoEllen Legg was appointed Trustee effective March 11, 2024, and approved to serve on the Audit, Nominating and Corporate Governance, and Qualified Legal Compliance committees
  • Jerry G. Rutledge was elected Chairman of the Board and Jeremy Held was elected Chairman of the Audit Committee

The filing

CompanyPrincipal Real Estate Income Fund (PGZ)
Form8-K, current report
Filed with the SECMar 11, 2024, 5:18 PM ET
Accession number0001398344-24-005818

Items reported: 5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 11, 2024.

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.