PCN insider Willard Morgan files Form 3

PIMCO CORPORATE & INCOME STRATEGY FUND filed a Form 3 identifying Willard Morgan as an insider of the fund.

Accepted by SEC EDGAR 07/08/2026 - 08:34 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

PIMCO CORPORATE & INCOME STRATEGY FUND filed a Form 3 identifying Willard Morgan as an insider of the fund. Morgan is listed as an officer with the title Assistant Secretary. The filing does not report any transactions or derivative positions, serving as an initial ownership disclosure baseline.

Key Terms

Form 3, reporting person, Assistant Secretary

3 terms

Form 3 regulatory

"filed a Form 3 identifying Willard Morgan as an insider"

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.

reporting person regulatory

"The Form 3 identifies Willard Morgan as an insider of the fund"

Assistant Secretary financial

"Morgan is listed as an officer with the title Assistant Secretary"

FAQ

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

What does this Form 3 for PCN disclose about Willard Morgan?

The Form 3 identifies Willard Morgan as an insider of PIMCO Corporate & Income Strategy Fund with the officer title Assistant Secretary. It establishes his reporting status without listing specific transactions.

Does the PCN Form 3 for Willard Morgan show any share transactions?

No, the Form 3 for PIMCO Corporate & Income Strategy Fund reports no buy, sell, or derivative transactions for Willard Morgan. It only records his status as an officer and initial reporting position.

What role does Willard Morgan hold at PIMCO Corporate & Income Strategy Fund (PCN)?

Willard Morgan is reported as an officer of PIMCO Corporate & Income Strategy Fund with the title Assistant Secretary. This role classifies him as a reporting person subject to SEC insider disclosure rules.

Why is a Form 3 filed for PCN and Willard Morgan?

Form 3 is filed to identify an individual as a reporting insider of an issuer. For PCN, it lists Willard Morgan as Assistant Secretary, creating a baseline for any future Form 4 or Form 5 transaction reports.

Are there any derivative securities reported for Willard Morgan in this PCN filing?

No derivative securities are reported for Willard Morgan in this Form 3. The derivative section and transaction summary show no exercises, holdings, or other derivative-related entries associated with him.

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^*

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 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 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)