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.
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PIMCO Income Strategy Fund insider Willard Morgan, who serves as Assistant Secretary, filed an initial Form 3 reporting his status as an officer of the fund. The filing does not list any common stock or derivative transactions, indicating no reported buys, sells, or option exercises at this time.
PIMCO Income Strategy Fund filed a Form 3 insider report identifying Russel Davenport as an officer with the title "Assistant Treasurer." The data provided shows no reported transactions, derivative positions, or holding entries for this reporting person, indicating no trade activity is disclosed in this excerpt.
PIMCO Income Strategy Fund filed a Form 3 identifying Shin Myung as an officer with the title Assistant Secretary. The excerpt shows no reported transactions, exercises, gifts, or other changes in holdings, indicating this is a position disclosure rather than a trading event.
PIMCO INCOME STRATEGY FUND filed a Form 3 identifying Eric David Johnson as an officer serving as President. This filing establishes him as a reporting person for the fund under insider ownership rules. The data provided show no reportable transactions or derivative positions in this Form 3.
PIMCO Income Strategy Fund filed a Form 3 identifying Paul Vitale, an assistant treasurer, as a reporting person for insider holdings. The filing lists no transactions, meaning there are no reported purchases, sales, or derivative exercises associated with him in this initial ownership statement.
PIMCO Income Strategy Fund effective June 24, 2026 supplements its Prospectus and SAI to expand and clarify its ability to invest in and originate a wide range of loans. The supplement states the Fund may invest in whole loans, participations, secured and unsecured notes, senior and subordinated loans, mezzanine and bridge loans, residential and commercial mortgage-related loans, consumer loans and DIP financings, including to borrowers rated below investment grade and foreign borrowers. The Fund notes liquidity, credit, settlement, regulatory and licensing risks associated with loan purchases and originations and reiterates that certain income from loan origination may affect its qualification as a regulated investment company under Subchapter M of the Code.
PIMCO Income Strategy Fund is updating its investment strategy to allow the fund to invest in and originate a wide range of loans as a principal strategy, effective June 24, 2026. These include residential and commercial mortgage-related loans, consumer loans, corporate loans, bridge loans and subordinated or unsecured loans, including to borrowers that are unrated or below investment grade.
The supplement explains that loans may be subprime in quality, may lack liquid secondary markets, and can expose the fund to higher credit, liquidity, interest rate, settlement and valuation risks. It also highlights potential regulatory and licensing requirements, possible litigation and regulatory actions tied to lending and servicing, and the need to maintain regulated investment company tax status despite new loan-origination fee and income streams.
PIMCO Income Strategy Fund filed a Prospectus Supplement to offer up to $50,000,000 of its common shares via an "at the market" sales agreement with JonesTrading. As of February 27, 2026 the Fund had sold 20,935,378 shares in prior ATM offerings for net proceeds of $200,337,539. The Fund reported 49,160,910 outstanding Common Shares and net assets of $386,810,617; NAV was $7.87 and the last reported market sale was $8.43 per share on that date.
PIMCO 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.