PIMCO Access Income Fund files Form 3 for officer

PIMCO Access Income Fund filed an initial Form 3 for Willard Morgan, who serves as Assistant Secretary.

Rhea-AI Filing Summary

PIMCO Access Income Fund filed an initial Form 3 for Willard Morgan, who serves as Assistant Secretary. This filing identifies him as an officer of the fund but, in the provided data, shows no share transactions, derivative positions, or reported holdings associated with him.

Key Figures

Buy transactions: 0 Sell transactions: 0 Net shares transacted: 0 shares

3 metrics

Buy transactions 0 Form 3 transactionSummary buyCount

Sell transactions 0 Form 3 transactionSummary sellCount

Net shares transacted 0 shares Form 3 netBuySellShares

Key Terms

Form 3, reportingPersons, transactionSummary

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.

reportingPersons regulatory

""reportingPersons": [ { "name": "Willard Morgan""

transactionSummary financial

""transactionSummary": { "buyCount": 0, "sellCount": 0"

FAQ

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

What does the PIMCO Access Income Fund (PAXS) Form 3 for Willard Morgan show?

The Form 3 lists Willard Morgan as an officer (Assistant Secretary) of PIMCO Access Income Fund. It is an initial statement of beneficial ownership and, in the provided data, does not report any share transactions or current holdings for him.

Does the PAXS Form 3 for Willard Morgan report any insider share purchases or sales?

No insider share purchases or sales are reported for Willard Morgan in this Form 3. All transaction-related counts, including buy, sell, exercise, gift, and restructuring shares, are shown as zero in the summarized data for this filing.

What officer role does Willard Morgan hold at PIMCO Access Income Fund (PAXS)?

Willard Morgan is identified as an officer of PIMCO Access Income Fund with the title Assistant Secretary. The Form 3 focuses on his status as a reporting person and does not include any share ownership or derivative positions in the provided excerpt.

Are any derivative securities reported for Willard Morgan in the PAXS Form 3?

No derivative securities are reported for Willard Morgan in this Form 3. The derivativeSummary is empty and derivativeTransactionCount is zero, indicating no options, warrants, or similar instruments are disclosed in the provided data for this officer.

What is the net share transaction direction in the PAXS Form 3 for Willard Morgan?

The Form 3 data show a neutral net share transaction direction for Willard Morgan. NetBuySellShares is zero and netBuySellDirection is listed as neutral, reflecting that no insider buying, selling, or other listed share movements occurred in this filing.

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

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Accepted by SEC EDGAR 07/08/2026 - 08:32 PM EDT Learn about SEC filing dates

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^*

Willard Morgan

(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 Access Income Fund [ PAXS ]

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 SECRETARY

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 Morgan Willard	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)