PIMCO Income Strategy Fund files Paul Vitale Form 3

PIMCO Income Strategy Fund filed a Form 3 identifying Paul Vitale, an assistant treasurer, as a reporting person for insider holdings.

Accepted by SEC EDGAR 07/08/2026 - 06:47 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Key Figures

Buy transactions: 0 transactions / 0 shares Sell transactions: 0 transactions / 0 shares Net buy/sell shares: 0 shares

3 metrics

Buy transactions 0 transactions / 0 shares Form 3 transactionSummary buyCount and buyShares

Sell transactions 0 transactions / 0 shares Form 3 transactionSummary sellCount and sellShares

Net buy/sell shares 0 shares Form 3 transactionSummary netBuySellShares (neutral)

Key Terms

Form 3, reporting person, derivative securities

3 terms

Form 3 regulatory

"The Form 3 identifies Paul Vitale as an assistant treasurer and reporting person"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

reporting person regulatory

"The Form 3 identifies Paul Vitale as an assistant treasurer and reporting person"

derivative securities financial

"No derivative securities are reported in this Form 3. The derivativeSummary is empty"

Financial contracts whose value is tied to the price or performance of another asset, such as a stock, bond, commodity, index, or currency; examples include options, futures and swaps. They matter to investors because they let you protect against price swings, bet on future moves or gain larger exposure with less upfront cash—like using a lever or insurance policy on an investment—so they can amplify gains and losses and help manage portfolio risk.

FAQ

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

What does PIMCO Income Strategy Fund (PFL) disclose in this Form 3?

The Form 3 identifies Paul Vitale as an assistant treasurer and reporting person for PIMCO Income Strategy Fund. It is an initial insider ownership statement and does not list any stock or derivative transactions.

Did Paul Vitale buy or sell PFL shares in this Form 3 filing?

No, this Form 3 shows no reported transactions for Paul Vitale. All transaction counters, including buys, sells, exercises, gifts, and tax withholdings, are recorded as zero shares and zero events in the summary data.

What role does Paul Vitale hold at PIMCO Income Strategy Fund (PFL)?

Paul Vitale is reported as an officer of PIMCO Income Strategy Fund with the title assistant treasurer. He is not listed as a director or a ten percent owner in this Form 3 ownership disclosure.

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

No derivative securities are reported in this Form 3. The derivativeSummary is empty and the derivativeTransactionCount is zero, indicating no options, warrants, or other derivative positions are disclosed for this reporting person.

What is the significance of zero net buy or sell shares for PFL?

The transaction summary shows netBuySellShares of 0 and a neutral net direction. This means the filing simply identifies the insider without reporting any new purchases, sales, or other changes in beneficial ownership at this time.

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^*

Vitale Paul

(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 TREASURER

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 Paul Vitale	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)