PIMCO Dynamic Income Strategy files insider Form 3

PIMCO Dynamic Income Strategy Fund filed an initial Form 3 for Davenport Russel, who serves as Assistant Treasurer.

Rhea-AI Filing Summary

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.

Key Terms

Form 3, reporting person, Assistant Treasurer

3 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.

reporting person regulatory

"reportingPersons"

Assistant Treasurer financial

""officer_title": "ASSISTANT TREASURER""

FAQ

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

What does this Form 3 for PDX disclose about Davenport Russel?

The Form 3 identifies Davenport Russel as an Assistant Treasurer of PIMCO Dynamic Income Strategy Fund (PDX) and a reporting person. It is an initial statement of insider status and does not list any specific stock transactions or option exercises.

Does the PIMCO Dynamic Income Strategy Fund (PDX) Form 3 show any insider trades?

No trades are shown in this Form 3. The transaction summary lists zero buys, zero sells, and zero derivative exercises, indicating the filing is limited to establishing Davenport Russel’s reporting status rather than reporting trading activity in PDX shares.

What is Davenport Russel’s role at PIMCO Dynamic Income Strategy Fund (PDX)?

Davenport Russel is listed as an officer of PIMCO Dynamic Income Strategy Fund with the title Assistant Treasurer. This officer status triggers insider reporting obligations under SEC rules, which is why a Form 3 initial statement has been filed.

Is Davenport Russel a 10% owner of PIMCO Dynamic Income Strategy Fund (PDX)?

The filing indicates Davenport Russel is not a ten percent owner of PIMCO Dynamic Income Strategy Fund. The status boxes show officer status with the title Assistant Treasurer, while the ten percent owner designation is marked as not applicable in this Form 3.

Why is a Form 3 important for PIMCO Dynamic Income Strategy Fund (PDX) investors?

Form 3 is important because it identifies new insiders who must report future transactions in PDX. By listing Davenport Russel as an Assistant Treasurer and reporting person, investors gain transparency into who will be subject to ongoing insider trading disclosures.

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

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Accepted by SEC EDGAR 07/08/2026 - 08:00 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^*

Davenport Russel

(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 TREASURER

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 Russel Davenport	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)