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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on PIMCO Income Strategy Fund's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into PIMCO Income Strategy Fund's regulatory disclosures and financial reporting.
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.
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.