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PIMCO (NYSE: PFL) executive Mandinach files Form 3 with no fund ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
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*
Mandinach Jason William

(Last) (First) (Middle)
C/O PIMCO
650 NEWPORT CENTER DRIVE

(Street)
NEWPORT BEACH CA 92660

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/22/2026
3. Issuer Name and Ticker or Trading Symbol
PIMCO INCOME STRATEGY FUND [ PFL ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
See Remarks
5. If Amendment, Date of Original Filed (Month/Day/Year)
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:
Pacific Investment Management Company LLC ("PIMCO") is the investment advisor of the Issuer. The Reporting Person is a member of PIMCO's Executive Committee. Exhibit List: Exhibit 24 - Power of Attorney.
No securities are beneficially owned.
/s/ Ryan Leshaw, Attorney-in-Fact for Jason William Mandinach 01/30/2026
** 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.

FAQ

What does the latest Form 3 for PIMCO Income Strategy Fund (PFL) disclose?

The Form 3 shows that insider Jason William Mandinach reports no beneficial ownership of PIMCO Income Strategy Fund securities. It is an initial ownership filing and does not report any purchases or sales.

Who is the reporting person in the PFL Form 3 filing?

The reporting person is Jason William Mandinach, identified as a member of PIMCO’s Executive Committee. PIMCO is disclosed as the investment advisor of PIMCO Income Strategy Fund in the remarks section.

Does Jason William Mandinach own any PFL shares according to this Form 3?

According to the Form 3, no securities are beneficially owned. Both non-derivative and derivative tables are effectively empty, indicating no reportable ownership position in PIMCO Income Strategy Fund at the time of the filing.

What is PIMCO’s role in relation to PIMCO Income Strategy Fund (PFL)?

The filing notes that Pacific Investment Management Company LLC (PIMCO) is the investment advisor to PIMCO Income Strategy Fund. This explains why a PIMCO executive is required to make an ownership disclosure for the fund.

Are there any derivative securities reported in this PFL Form 3?

No. The Form 3 indicates no derivative securities beneficially owned by the reporting person. The derivative securities table contains no listed options, warrants, or other convertible instruments tied to PFL shares.

Is this PFL Form 3 filed by more than one reporting person?

No. The filing indicates it is a Form filed by one reporting person. Only Jason William Mandinach is named, and there are no joint or group reporting persons associated with this submission.
PIMCO Income Strategy Fund

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