PIMCO Dynamic Income insider Morgan files Form 3

PIMCO Dynamic Income Strategy Fund executive Willard Morgan, who serves as Assistant Secretary, filed an initial Form 3 insider ownership report.

Rhea-AI Filing Summary

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.

Key Figures

Shares bought: 0 shares Shares sold: 0 shares Net buy/sell shares: 0 shares +2 more

5 metrics

Shares bought 0 shares Form 3 transactionSummary buyShares

Shares sold 0 shares Form 3 transactionSummary sellShares

Net buy/sell shares 0 shares Form 3 transactionSummary netBuySellShares

Derivative transactions 0 Form 3 transactionSummary derivativeTransactionCount

Exercise transactions 0 Form 3 transactionSummary exerciseCount

Key Terms

Form 3, reportingPersons, ASSISTANT SECRETARY, netBuySellDirection

4 terms

Form 3 regulatory

"INSIDER FILING DATA (Form 3): {"

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.

reportingPersons regulatory

""reportingPersons": [ { "name": "Willard Morgan""

ASSISTANT SECRETARY financial

""officer_title": "ASSISTANT SECRETARY""

netBuySellDirection financial

""netBuySellDirection": "neutral""

FAQ

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

What does the PIMCO Dynamic Income Strategy Fund (PDX) Form 3 for Willard Morgan show?

The Form 3 for Willard Morgan shows an initial insider ownership report with no reported transactions. The transaction summary lists zero shares bought, sold, exercised, gifted, or otherwise transferred in the disclosed data.

Did Willard Morgan buy or sell any PDX shares in this Form 3 filing?

No transactions are reported for Willard Morgan in this Form 3. The transaction summary shows zero shares bought, zero shares sold, and a neutral net buy/sell direction, indicating no trading activity in the disclosed data.

What position does Willard Morgan hold at PIMCO Dynamic Income Strategy Fund (PDX)?

Willard Morgan is identified as an officer of PIMCO Dynamic Income Strategy Fund with the title "ASSISTANT SECRETARY." He is not listed as a director or ten percent owner in the provided insider filing data.

Are there any derivative securities reported for Willard Morgan in the PDX Form 3?

No derivative securities are reported for Willard Morgan. The derivative summary is empty, and the transaction summary shows zero derivative transactions and zero option or similar exercises in the disclosed information.

Does the PDX Form 3 for Willard Morgan indicate any gifts or tax withholding of shares?

The filing shows no gifts or tax-withholding events for Willard Morgan. Gift count and tax withholding count are both zero, with corresponding share amounts also reported as zero in the transaction summary.

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

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Accepted by SEC EDGAR 07/08/2026 - 08:40 PM EDT Learn about SEC filing dates

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 Strategy Fund [ PDX ]

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)