Sonya Morris Files Form 3 for PFN Reporting No Ownership

Sonya Morris filed an initial Form 3 reporting no beneficial ownership of PIMCO Income Strategy Fund II (PFN) securities.

Rhea-AI Filing Summary

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."

Insights

Financial Analyst

TL;DR: Initial Section 16 filing shows no holdings; neutral for investor valuation or ownership changes.

This Form 3 is an initial disclosure establishing Sonya Morris's status as a director of PFN while reporting no direct or indirect beneficial ownership of the issuer's securities. Because no shares or derivative positions are reported, there is no immediate impact on share ownership metrics, dilution, or insider trading signals. The inclusion of Exhibit 24 indicates representation via power of attorney for the filing process.

Corporate Governance Expert

TL;DR: Governance disclosure completed; absence of holdings means no insider alignment signal from this filing.

The filing documents Morris's relationship to PFN as a director and confirms procedural compliance with Section 16 reporting through an attorney-in-fact signature. From a governance perspective, the lack of reported ownership means stakeholders cannot infer insider skin in the game from this particular filing. The form appears routine and informational rather than material.

FAQ

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

What did Sonya Morris report on the Form 3 for PFN?

The Form 3 states Sonya Morris is a Director of PIMCO Income Strategy Fund II (PFN) and reports no beneficial ownership of the issuer's securities.

When is the event date and filing signature date on the Form 3 for PFN?

The event requiring the statement is 09/18/2025 and the form was signed by an attorney-in-fact on 09/25/2025.

Does the filing include any securities holdings or derivative positions?

No. The filing explicitly states "No securities are beneficially owned." There are no non-derivative or derivative holdings listed.

Was a power of attorney included with the Form 3 filing?

Yes. The filing references Exhibit 24 - Power of Attorney, and the signature was provided by Ryan Leshaw as attorney-in-fact.

Is this Form 3 an individual filing or a joint filing?

The form indicates it was filed by one reporting person (Form filed by One Reporting Person).

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 09/25/2025 - 08:38 PM Learn about SEC filing dates

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^*

Morris Sonya

(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)
09/18/2025

3. Issuer Name and Ticker or Trading Symbol
PIMCO Income Strategy Fund II [ PFN ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

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:

Exhibit List: Exhibit 24 - Power of Attorney No Securities are beneficially owned.

No securities are beneficially owned.

	/s/ Ryan Leshaw, Attorney-in-Fact for Sonya Morris	09/25/2025
	** 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.