No beneficial ownership reported in PIMCO Dynamic Income Strategy Fund (PDX) Form 3 filing
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
PIMCO Dynamic Income Strategy Fund insider Stephen Koon Bong Chang filed an initial Form 3 indicating his status in relation to the fund. The remarks explain that Pacific Investment Management Company LLC (PIMCO) is the investment adviser to the fund and that Chang is a member of PIMCO's Executive Committee. The filing states that no securities of PIMCO Dynamic Income Strategy Fund are beneficially owned.
Positive
- None.
Negative
- None.
FAQ
What does the Form 3 filed for PIMCO Dynamic Income Strategy Fund (PDX) show?
The Form 3 shows that Stephen Koon Bong Chang is a reporting person related to PIMCO Dynamic Income Strategy Fund. It notes PIMCO is the fund’s investment adviser and states that no securities are beneficially owned as of the event date.
Who is the reporting person on the PIMCO Dynamic Income Strategy Fund (PDX) Form 3?
The reporting person is Stephen Koon Bong Chang. The remarks state he is a member of PIMCO’s Executive Committee, and PIMCO acts as the investment adviser to PIMCO Dynamic Income Strategy Fund referenced by ticker PDX.
Does the PDX Form 3 show any securities beneficially owned by Stephen Koon Bong Chang?
The Form 3 explicitly states that no securities are beneficially owned. Both the non-derivative and derivative securities tables show no holdings, and the remarks section confirms that no securities are beneficially owned in connection with this filing.
What is PIMCO’s role in relation to PIMCO Dynamic Income Strategy Fund (PDX) in this Form 3?
The remarks explain that Pacific Investment Management Company LLC (PIMCO) is the investment adviser of PIMCO Dynamic Income Strategy Fund. The reporting person, Stephen Koon Bong Chang, is identified as a member of PIMCO’s Executive Committee.
Is this PDX Form 3 filed by one or multiple reporting persons?
The Form 3 is indicated as filed by one reporting person. The box for “Form filed by One Reporting Person” is checked, identifying only Stephen Koon Bong Chang in connection with this initial beneficial ownership statement.
What is the event date referenced in the PIMCO Dynamic Income Strategy Fund (PDX) Form 3?
The Form 3 lists 01/22/2026 as the date of the event requiring the statement. This date anchors when the status described in the filing, including the absence of beneficial ownership, is being reported for regulatory purposes.