PCN assistant treasurer files initial Form 3

PIMCO Corporate & Income Strategy Fund reported that assistant treasurer Paul Vitale filed a Form 3, the initial statement of beneficial ownership for insiders.

Accepted by SEC EDGAR 07/08/2026 - 06:42 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

PIMCO Corporate & Income Strategy Fund reported that assistant treasurer Paul Vitale filed a Form 3, the initial statement of beneficial ownership for insiders. The filing does not report any stock transactions or derivative positions and serves as a baseline disclosure of his status as an officer.

Key Terms

Form 3, beneficial ownership, assistant treasurer

3 terms

Form 3 regulatory

"Paul Vitale filed a Form 3, the initial statement of beneficial ownership"

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.

beneficial ownership financial

"Form 3 is the initial statement of beneficial ownership for insiders"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

assistant treasurer financial

"Paul Vitale is identified with the officer title Assistant Treasurer"

FAQ

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

What does the PCN Form 3 filed by Paul Vitale show?

The Form 3 for PCN shows that assistant treasurer Paul Vitale has filed his initial statement of beneficial ownership. It records his status as an officer but does not list any share transactions or derivative holdings in this disclosure.

Did Paul Vitale buy or sell PCN shares in this Form 3?

No, the Form 3 for PCN does not report any share purchases or sales by Paul Vitale. The transaction summary shows zero buy, sell, gift, exercise, tax-withholding, or restructuring transactions in this initial ownership filing.

What is Paul Vitale’s role at PIMCO Corporate & Income Strategy Fund (PCN)?

Paul Vitale is listed as an officer of PIMCO Corporate & Income Strategy Fund with the title Assistant Treasurer. The Form 3 identifies his position for regulatory reporting but does not provide compensation or holding amounts in this excerpt.

Does the PCN Form 3 include any derivative securities for Paul Vitale?

No, the Form 3 derivative summary for PCN is empty for Paul Vitale. It shows no option, warrant, or other derivative transactions and no remaining derivative positions reported in this particular filing snapshot.

Why is a Form 3 filed for an officer of PCN?

Form 3 establishes an insider’s initial beneficial ownership position when they become a reporting person. For PCN, assistant treasurer Paul Vitale files this form to begin ongoing ownership reporting under SEC rules, even though this excerpt shows no current transactions.

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

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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^*

Vitale Paul

(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 CORPORATE & INCOME STRATEGY FUND [ PCN ]

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 TREASURER

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 Paul Vitale	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)