Welcome to our dedicated page for PIMCO Income Strategy Fund II SEC filings (Ticker: PFN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on PIMCO Income Strategy Fund II's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into PIMCO Income Strategy Fund II's regulatory disclosures and financial reporting.
PIMCO Income Strategy Fund filed an initial insider ownership report for Stephen Koon Bong Chang in connection with the fund’s common shares. The filing notes that Pacific Investment Management Company LLC (PIMCO) serves as the fund’s investment advisor and that Chang is a member of PIMCO’s Executive Committee.
According to the report, no securities of PIMCO Income Strategy Fund are beneficially owned by the reporting person as of the event date. The Form 3 is therefore a regulatory disclosure establishing that this insider currently reports no direct or indirect holdings in the fund.
PIMCO Income Strategy Fund (PFN) filed an initial insider ownership report for Jason William Mandinach. The Form 3 states that no securities of the fund are beneficially owned. Mandinach serves on PIMCO's Executive Committee, and PIMCO is the investment advisor to the fund.
Sonya Morris filed an initial Form 3 reporting no beneficial ownership of PIMCO Income Strategy Fund II (PFN) securities. The filing, submitted through PIMCO with a signature by attorney-in-fact Ryan Leshaw dated 09/25/2025, lists Morris as a Director and indicates the event date 09/18/2025. The form includes an Exhibit 24 power of attorney and explicitly states "No securities are beneficially owned."
Mark D. Michel, identified as a Director of PIMCO Income Strategy Fund II (ticker: PFN), submitted an Initial Statement of Beneficial Ownership (Form 3) reporting that he does not beneficially own any securities of the issuer. The filing lists the reporting address as PIMCO, 650 Newport Center Drive, Newport Beach, CA, and shows the event date of 09/18/2025 with the form signed by an attorney-in-fact on 09/25/2025. An Exhibit 24 power of attorney is attached.