PIMCO Dynamic Income officer files Form 3

PIMCO Dynamic Income Strategy Fund reported that assistant treasurer Paul Vitale filed an initial statement of beneficial ownership on Form 3.

Rhea-AI Filing Summary

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.

Key Terms

Form 3, assistant treasurer, initial statement of beneficial ownership

3 terms

Form 3 regulatory

"Paul Vitale filed an initial statement of beneficial ownership on 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.

assistant treasurer financial

"Paul Vitale is identified as an officer with the title assistant treasurer"

initial statement of beneficial ownership regulatory

"He filed an initial statement of beneficial ownership on Form 3"

An initial statement of beneficial ownership is the first regulatory filing an insider or large investor submits to disclose the amount of a company's stock they control or benefit from. It matters to investors because it reveals who has significant influence over a company—like showing who’s holding the cards—and helps track potential conflicts of interest, insider motives, and future buying or selling that can move the stock price.

FAQ

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

What does the Paul Vitale Form 3 filing for PIMCO Dynamic Income Strategy Fund (PDX) show?

The Form 3 filing shows that Paul Vitale is an officer of PIMCO Dynamic Income Strategy Fund, serving as assistant treasurer. It is an initial ownership report required under insider reporting rules, not a record of specific share purchases or sales.

Who is the reporting person in the PIMCO Dynamic Income Strategy Fund (PDX) Form 3?

The reporting person is Paul Vitale, identified as an officer of PIMCO Dynamic Income Strategy Fund. His listed title is assistant treasurer, which makes him subject to ongoing insider reporting requirements for future transactions in the fund’s securities.

Does the PDX Form 3 for Paul Vitale report any share transactions?

The Form 3 for Paul Vitale contains no reported transactions in the provided data. It functions as an initial statement of beneficial ownership, establishing his reporting status rather than detailing purchases, sales, or other trading activity in PIMCO Dynamic Income Strategy Fund shares.

Why is a Form 3 filed for an assistant treasurer at PIMCO Dynamic Income Strategy Fund (PDX)?

Form 3 is filed because Paul Vitale is an officer, specifically assistant treasurer, of PIMCO Dynamic Income Strategy Fund. Officers, directors, and large owners must submit this initial beneficial ownership report when they become subject to insider reporting rules.

What ongoing obligations follow Paul Vitale’s Form 3 for PIMCO Dynamic Income Strategy Fund (PDX)?

After filing Form 3, Paul Vitale must report future changes in his beneficial ownership in PIMCO Dynamic Income Strategy Fund securities on Forms 4 or 5. These subsequent filings would disclose specific transactions, such as acquisitions, dispositions, or other ownership changes.

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

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Accepted by SEC EDGAR 07/08/2026 - 06:46 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^*

Vitale Paul

(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 Paul Vitale	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)