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PIMCO Income Strategy Fund (PFL) files Form 3 for its president

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Form 3 regulatory
"INSIDER FILING DATA (Form 3)"
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.
reportingPersons regulatory
""reportingPersons": [ { "name": "JOHNSON ERIC DAVID""
derivativeSummary financial
""derivativeSummary": []"

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FAQ

What does the PIMCO INCOME STRATEGY FUND (PFL) Form 3 show?

The Form 3 identifies Eric David Johnson as President and a reporting person of PIMCO Income Strategy Fund. It serves as an initial ownership report and shows no insider transactions in this filing.

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

The reporting person is Eric David Johnson, listed as an officer with the title President of PIMCO Income Strategy Fund. This establishes his status as an insider subject to ownership reporting requirements.

Does the PIMCO INCOME STRATEGY FUND Form 3 report any share transactions?

No share transactions are reported in this Form 3 for PIMCO Income Strategy Fund. The transaction summary fields show zero buys, zero sells, and no derivative exercises or other insider trades in this filing.

Are there any derivative positions disclosed in the PFL Form 3?

The Form 3 derivative summary is empty, indicating no listed options, warrants, or other derivative positions for the reporting person in this filing. Only the insider’s status and role are recorded here.

What is the purpose of this PFL Form 3 for Eric David Johnson?

This Form 3 serves as an initial beneficial ownership report for Eric David Johnson as President of PIMCO Income Strategy Fund. It brings his insider status under disclosure rules, even though no trades are reported.
SEC Form 3
FORM 3UNITED 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*
JOHNSON ERIC DAVID

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
PRESIDENT
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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 ExercisableExpiration DateTitleAmount 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 Eric David Johnson07/08/2026
** Signature of Reporting PersonDate
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)