PIMCO Income Strategy Fund officer files Form 3

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.

Accepted by SEC EDGAR 07/08/2026 - 08:41 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

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.

FAQ

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

What does Willard Morgan’s Form 3 filing mean for PFL investors?

The Form 3 shows Willard Morgan is an officer of PIMCO Income Strategy Fund, serving as Assistant Secretary. It is an initial ownership report and does not list any stock or derivative transactions, so it mainly provides disclosure of his insider status.

Did Willard Morgan buy or sell PFL shares in this Form 3?

No, this Form 3 does not report any PFL share purchases or sales by Willard Morgan. The transaction summary shows zero buy, sell, exercise, gift, or other transaction activity, indicating only an initial insider status disclosure rather than trading activity.

What role does Willard Morgan hold at PIMCO Income Strategy Fund (PFL)?

Willard Morgan is identified as an officer of PIMCO Income Strategy Fund with the title Assistant Secretary. This position makes him a reporting person under SEC rules, which is why an initial Form 3 is filed, even though no specific security transactions are reported.

Does the Form 3 for PFL show any derivative positions for Willard Morgan?

No, the derivative summary in this Form 3 shows no derivative holdings or transactions for Willard Morgan. Counts for exercises, derivative transactions, and related share amounts are all zero, indicating no options, warrants, or similar instruments are reported in this filing.

Is Willard Morgan a major shareholder of PIMCO Income Strategy Fund?

The Form 3 indicates Willard Morgan is not a ten percent owner of PIMCO Income Strategy Fund. He is listed as an officer, not as a large shareholder, and the filing records no share ownership or transaction details beyond confirming his reporting person status.

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

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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^*

Willard Morgan

(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 INCOME STRATEGY FUND [ PFL ]

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 SECRETARY

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 Morgan Willard	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)