Welcome to our dedicated page for PIMCO Income Strategy Fund SEC filings (Ticker: PFL), 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.
we are a global investment solutions provider with more than 2,000 dedicated professionals in 12 countries focused on a single mission: to manage risks and deliver returns for our clients. we manage investments for a wide range of clients, including public and private pension and retirement plans and others assets on behalf of millions of people from all walks of life around the world. we are also advisors and asset managers to companies, central banks, educational institutions, financial advisors, foundations and endowments. we are long-term investors and thought leaders. our insights and solutions stem from a proven investment process that produces both cyclical (short-term) and secular (three- to five- year) macroeconomic views and that combines those forecasts with in-depth credit research, security analysis and risk management. we focus intensely on providing superior service. from our founding in 1971, pimco's team of investment professionals has been dedicated to client seSonya Morris filed an initial Form 3 reporting her relationship to PIMCO Income Strategy Fund (PFL) as a Director. The filing states no securities are beneficially owned by the reporting person. The form was signed by Ryan Leshaw as attorney-in-fact for Sonya Morris on 09/25/2025, and the event date requiring the statement is listed as 09/18/2025. Exhibit 24 (Power of Attorney) is referenced.
Form 3 filed for PIMCO Income Strategy Fund (PFL) by Mark D. Michel, reporting his relationship to the issuer as a Director. The filing reports no securities beneficially owned by the reporting person at the time of the event dated 09/18/2025. The form is signed by an attorney-in-fact on behalf of Mark D. Michel and includes an Exhibit 24 power of attorney. This is an initial ownership statement required under Section 16 that discloses the absence of any direct or indirect holdings.
PIMCO's certified shareholder report for its closed-end funds describes fees, leverage, portfolio composition and risks for funds including PFL (PIMCO Income Strategy Fund). The report states PIMCO receives a 0.86% management fee of the Fund's average weekly total managed assets under its investment management agreement. It discloses the Fund's use of leverage (reverse repurchase agreements averaged 13.55% of average total managed assets for the fiscal year ended June 30, 2025, at a weighted average interest cost of 5.114%), and that all outstanding Auction-Rate Preferred Shares were redeemed at full liquidation preference in November 2024. The report explains expense examples, distribution and performance calculation conventions, principal risks from rising interest rates, liquidity and geopolitical events, and that performance past results are not guarantees of future results.
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