Welcome to our dedicated page for PIMCO Dynamic Income Strategy Fund SEC filings (Ticker: PDX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
PIMCO Dynamic Income Strategy Fund filings document regulatory disclosures for a PIMCO closed-end management investment company with common shares listed on the New York Stock Exchange under PDX. The filing record includes material-event reporting on portfolio-management responsibility and identifies the fund’s exchange-registered common shares.
PDX disclosures also frame the fund’s income-oriented investment mandate, including dynamic allocation across credit-market sectors and other fixed-, variable- and floating-rate income-producing securities. The formal record is relevant to governance, capital structure, listing status, and management oversight for the fund vehicle.
PIMCO Dynamic Income Strategy Fund executive Willard Morgan, who serves as Assistant Secretary, filed an initial Form 3 insider ownership report. The filing lists no common stock or derivative transactions, and the transaction summary shows zero shares bought, sold, or otherwise transferred.
PIMCO Dynamic Income Strategy Fund filed an initial Form 3 for Davenport Russel, who serves as Assistant Treasurer. This filing establishes Russel as a reporting person for the fund but shows no buy, sell, or other insider transactions, only that reporting obligations now apply.
PIMCO Dynamic Income Strategy Fund officer Shin Myung, serving as Assistant Secretary, filed a Form 3, the initial statement of beneficial ownership for insiders. The filing reports no common stock transactions, no derivative transactions and no current derivative positions, establishing a baseline for any future ownership and trading disclosures.
PIMCO Dynamic Income Strategy Fund filed an initial insider ownership report for Eric David Johnson, who serves as President of the fund. This Form 3 does not list any transactions or holdings, and simply establishes Johnson as a reporting officer under insider ownership rules.
PIMCO Dynamic Income Strategy Fund reported that assistant treasurer Paul Vitale filed an initial statement of beneficial ownership on Form 3. This filing establishes his status as an officer subject to insider reporting rules but does not itself disclose any buying or selling activity.
Greg Elliot Sharenow, a reporting person for PIMCO Dynamic Income Strategy Fund, reported open-market purchases of a total of 17,819 Common Shares in two transactions. He bought 13,046 shares at a weighted average price of $21.66 and 4,773 shares at a weighted average price of $21.63, across multiple trades in narrow price ranges around those levels. After these direct purchases, he directly owns 44,104 Common Shares and also has an indirect holding of 34,051.4632 Common Shares described as held "By DCP".
PIMCO Dynamic Income Strategy Fund insider Greg Elliot Sharenow reported an open-market purchase of 5,000 common shares at $21.526 per share on May 14, 2026. After this trade he holds 26,285 shares directly and 34,051.4632 shares indirectly through a qualified dividend reinvestment plan.
PIMCO Dynamic Income Strategy Fund reports a Schedule 13G/A amendment showing that Saba Capital Management and affiliated reporting persons beneficially hold 6,416,087 shares of Common Shares. The filing states this equals 14.35% of the class based on 44,706,947 shares outstanding as of 4/27/26, per the issuer's DEF 14A filed 5/13/26.
The statement lists shared voting and dispositive power of 6,416,087 for Saba Capital, Saba GP and Boaz R. Weinstein, and notes the funds and accounts advised by Saba Capital have the right to receive dividends and sale proceeds.
PIMCO Dynamic Income Strategy Fund reporting person Daniel J. Ivascyn made an open-market purchase of common stock. He bought 28,779 shares on April 27, 2026 at a weighted average price of $20.5845 per share, with individual trade prices ranging from $20.57 to $20.60.
After this transaction, he directly holds 2,118,504 common shares and indirectly holds 79,534 shares through a trust. The filing characterizes the main transaction as an open-market purchase rather than a grant or option exercise.
Saba Capital Management, L.P., a more than ten percent owner of PIMCO Dynamic Income Strategy Fund, reported an open-market sale of 2,200 shares of common stock at $20.69 per share.
After this sale on March 5, 2026, Saba Capital Management, L.P. reported owning 6,416,087 common shares indirectly.