[Form 3] PIMCO INCOME STRATEGY FUND Initial Statement of Beneficial Ownership
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.
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Insights
TL;DR: Routine initial Section 16 filing indicating director status with no beneficial ownership reported.
The Form 3 documents an initial Section 16 filing for Sonya Morris as a director of PIMCO Income Strategy Fund (PFL) and explicitly states that no securities are beneficially owned. The filing includes a Power of Attorney exhibit and is signed by an attorney-in-fact, which is consistent with administrative filing practices. From a compliance perspective, this satisfies the disclosure requirement to report initial relationships even when no ownership exists.
TL;DR: Non-material disclosure: director appointment recorded without personal holdings.
The document records the reporting person’s relationship to the issuer as a director but confirms zero beneficial ownership. This is a routine governance disclosure; it establishes the director role on public record while clarifying there are no direct or indirect holdings to report. The signature by attorney-in-fact and inclusion of Exhibit 24 ensure procedural completeness.