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PDI Form 3 Filed for Director Sonya Morris Shows No Holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Sonya Morris, reporting as a director of PIMCO Dynamic Income Fund (PDI), filed an initial Form 3 related to a 09/18/2025 event. The filing, signed by an attorney-in-fact on 09/25/2025, states no securities are beneficially owned by the reporting person and attaches Exhibit 24 (Power of Attorney).

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Initial disclosure filed showing no beneficial ownership; routine director reporting with limited investor impact.

The Form 3 notifies the market that Sonya Morris, identified as a director, has filed an initial ownership statement tied to a 09/18/2025 event. The filing explicitly states no securities are beneficially owned, and it includes a Power of Attorney (Exhibit 24) with the form signed by an attorney-in-fact on 09/25/2025. From a governance perspective this is a routine compliance filing and does not alter ownership structure or control.

TL;DR: No material trading or holdings disclosed; no immediate valuation or dilution implications.

The document is an initial Section 16 filing for PDI indicating the reporting person holds no non-derivative or derivative securities. There are no amounts, exercisable dates, or prices reported. As such, there is no direct impact on share count, insider holdings metrics, or short-term liquidity considerations based on this filing alone.

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*
Morris Sonya

(Last) (First) (Middle)
C/O PIMCO
650 NEWPORT CENTER DRIVE

(Street)
NEWPORT BEACH CA 92660

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
09/18/2025
3. Issuer Name and Ticker or Trading Symbol
PIMCO Dynamic Income Fund [ PDI ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
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.
No securities are beneficially owned.
/s/ Ryan Leshaw, Attorney-in-Fact for Sonya Morris 09/25/2025
** 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.

FAQ

Who filed the Form 3 for PIMCO Dynamic Income Fund (PDI)?

The Form 3 was filed on behalf of Sonya Morris; the form was signed by Ryan Leshaw, Attorney-in-Fact on 09/25/2025.

Does the Form 3 report any securities owned by Sonya Morris in PDI?

No. The filing explicitly states no securities are beneficially owned by the reporting person.

What relationship to the issuer is reported for Sonya Morris?

The form lists Sonya Morris as a Director of PIMCO Dynamic Income Fund (PDI).

What event date is listed on the Form 3?

The Date of Event Requiring Statement is 09/18/2025.

Are there any derivative securities or non-derivative holdings reported?

No. Both Table I (non-derivative) and Table II (derivative) contain no reported holdings.
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