MainStay CBRE Global Infra Fund Reports Bylaw Amendments, Fiscal Year Change

TL;DR

**MEGI just updated its corporate rules and fiscal year; watch for details on how this impacts the fund.**

AI Summary

MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) filed an 8-K on January 29, 2024, to report amendments to its Articles of Incorporation or Bylaws and a change in its fiscal year. This filing indicates a corporate governance update, which could impact how the fund operates or distributes earnings. Investors should note these changes as they might affect the fund's long-term strategy or shareholder rights, though the specific details of the amendments are not provided in this summary.

Why It Matters

This filing signals potential shifts in the fund's operational framework or financial reporting, which could influence its stability and investor returns. Shareholders should monitor for further details on the specific amendments.

Risk Assessment

Risk Level: low — This filing is primarily administrative, reporting changes to corporate governance and fiscal year, which typically carry low direct risk unless specific details reveal adverse impacts.

Analyst Insight

A smart investor would monitor for subsequent filings or press releases from MainStay CBRE Global Infrastructure Megatrends Term Fund that detail the specific changes to its Articles of Incorporation or Bylaws and the implications of the fiscal year change, as these could affect governance and financial reporting.

Key Numbers

• 811-23654 — Commission File Number (identifies the fund with the SEC)
• 87-0985655 — I.R.S. Employer Identification No. (tax identification for the fund)
• 212-576-7000 — Registrant’s telephone number (contact information for the fund)
• $0.001 — par value per share (value of each common stock share)

Key Players & Entities

• MainStay CBRE Global Infrastructure Megatrends Term Fund (company) — the registrant filing the 8-K
• January 29, 2024 (date) — date of earliest event reported and filing date
• Delaware (company) — state of incorporation for the fund
• 51 Madison Avenue, New York, NY 10010 (company) — business address of the fund
• $0.001 (dollar_amount) — par value per share of Common Stock

Forward-Looking Statements

• The fund will provide more specific details regarding the amendments to its Articles of Incorporation or Bylaws in a subsequent filing or communication. (MainStay CBRE Global Infrastructure Megatrends Term Fund) — medium confidence, target: 2024-03-31

FAQ

Key Financial Figures

• $0.001 — ich registered Common Stock, par value $0.001 per share MEGI New York Stock Excha

Filing Documents

• d739348d8k.htm (8-K) — 24KB
• d739348dex31.htm (EX-3.1) — 227KB
• d739348dex32.htm (EX-3.2) — 98KB
• 0001193125-24-017335.txt ( ) — 542KB
• megi-20240129.xsd (EX-101.SCH) — 3KB
• megi-20240129_lab.xml (EX-101.LAB) — 18KB
• megi-20240129_pre.xml (EX-101.PRE) — 11KB
• d739348d8k_htm.xml (XML) — 4KB

03

Item 5.03. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal year On December 7, 2023, the Fund's Agreement and Declaration of Trust and Amended and Restated By-Laws of the Trust ("By-Laws") were amended to remove Section 5.2(j) from the Agreement and Declaration of Trust and Article IX Control Share Acquisitions from the By-Laws. The Agreement and Declaration of Trust and By-Laws were updated to remove their accompanying control share provisions. The foregoing description is qualified in its entirety by reference to the full text of the Agreement and Declaration of Trust and By-Laws, copies of which are attached hereto as Exhibit 3.1 and Exhibit 3.2, respectively, and are incorporated by reference herein. The Fund remains subject to a control share statute under Delaware law that went into effect on August 1, 2022.

Financial Statements and Exhibits

Financial Statements and Exhibits. (d) Exhibits EXHIBIT NUMBER DESCRIPTION 3.1 Amended and Restated Agreement and Declaration of Trust of MainStay CBRE Global Infrastructure Megatrends Term Fund 3.2 Amended and Restated By-Laws of MainStay CBRE Global Infrastructure Megatrends Term Fund SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, MainStay CBRE Global Infrastructure Megatrends Term Fund has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. MainStay CBRE Global Infrastructure Megatrends Term Fund Date: January 29, 2024 By: /s/ Kirk C. Lehneis Kirk C. Lehneis President and Principal Executive Officer

View Full Filing

View this 8-K filing on SEC EDGAR