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 sePIMCO Income Strategy Fund insider Stephen Koon Bong Chang filed an initial ownership report stating he holds no securities of the fund. The Form 3 indicates that no non-derivative or derivative securities are beneficially owned. Chang is a member of Pacific Investment Management Company LLC’s Executive Committee, and PIMCO serves as the fund’s investment advisor.
PIMCO Income Strategy Fund insider filing shows no holdings. Jason William Mandinach, a member of PIMCO's Executive Committee, filed an initial ownership report for PIMCO Income Strategy Fund. The filing states that no securities of the fund are beneficially owned, meaning there are no reported share or derivative positions for this insider.
Sonya 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.