PIMCO Dynamic Income Fund (PDI) files Form 3 for officer Willard Morgan

Rhea-AI Filing Summary

PIMCO Dynamic Income Fund filed an initial Form 3 for officer Willard Morgan, who serves as Assistant Secretary. The filing reports no transactions, no derivative positions, and no recorded holdings or changes in ownership, functioning purely as an initial insider ownership registration.

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Available on EDGAR 07/08/2026 - 08:38 PM Accepted by SEC EDGAR 07/08/2026 - 08:37 PM Learn about SEC filing dates

FAQ

What does Willard Morgan’s Form 3 for PDI show?

The Form 3 for PIMCO Dynamic Income Fund reports Assistant Secretary Willard Morgan as an insider. It shows no transactions, no derivative positions, and no reported holdings changes, serving only as an initial ownership registration record.

Did Willard Morgan buy or sell PIMCO Dynamic Income Fund (PDI) shares?

The filing reports no purchases or sales by Willard Morgan. Transaction counts and share amounts for buys, sells, exercises, gifts, and other dispositions are all zero, indicating no trading activity in this Form 3 submission.

What insider role does Willard Morgan hold at PIMCO Dynamic Income Fund (PDI)?

Willard Morgan is reported as an officer of PIMCO Dynamic Income Fund with the title Assistant Secretary. The Form 3 identifies his status as an insider but does not show any specific holdings or transactions in the fund’s securities.

Are there any derivative securities reported for Willard Morgan in PDI?

No derivative securities are reported for Willard Morgan in this Form 3. The derivative summary is empty and the derivative transaction count is zero, indicating no options, warrants, or similar instruments disclosed in this filing.

Does the PIMCO Dynamic Income Fund Form 3 include any insider gifts or tax withholdings?

The Form 3 shows no gifts or tax-withholding events. Gift count and gift shares are zero, and tax withholding count and shares are also zero, confirming no such transactions were reported for Willard Morgan in this filing.

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 Dynamic Income Fund [ PDI ]

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)