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[Form 3] PIMCO Income Strategy Fund II Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3
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."

Sonya Morris ha inviato un modulo iniziale Form 3 dichiarando di non possedere alcuna partecipazione beneficiaria nelle azioni di PIMCO Income Strategy Fund II (PFN). Il documento, presentato tramite PIMCO con la firma dell'avvocato-in-fatto Ryan Leshaw datata 25/09/2025, elenca Morris come Direttrice e indica la data dell'evento 18/09/2025. Il modulo include una procura allegata come Esibizione 24 e afferma esplicitamente che nessuna azione è posseduta beneficiamente.

Sonya Morris presentó un Formulario 3 inicial reportando que no posee participación beneficiosa en valores de PIMCO Income Strategy Fund II (PFN). La presentación, presentada a través de PIMCO con la firma del apoderado Ryan Leshaw fechada 25/09/2025, lista a Morris como Directora y señala la fecha del evento 18/09/2025. El formulario incluye un poder notarial como Anexo 24 y afirma expresamente que no se poseen valores de forma beneficiosa.

소니아 모리스가 PFN(PIMCO Income Strategy Fund II) 증권에 대한 이익 소유가 없다는 초기 Form 3를 제출했다. 이 제출서는 2025년 9월 25일자로 대리인 라이언 레쇼의 서명이 포함된 PIMCO를 통해 제출되었고, 모리스를 이사로 등재하며 사건 날짜를 2025년 9월 18일로 나타낸다. 또한 이 양식에는 Exhibit 24의 위임장이 포함되어 있으며 이익 소유가 없다고 명시되어 있다.

Sonya Morris a déposé un formulaire Form 3 initial déclarant qu'aucune participation bénéficiaire dans les titres de PIMCO Income Strategy Fund II (PFN) n'est détenue. Le dossier, soumis par l'intermédiaire de PIMCO et signé par le mandataire Ryan Leshaw en date du 25/09/2025, indique Morris comme Directrice et mentionne la date de l'événement du 18/09/2025. Le formulaire comprend une procuration en tant qu'Exhibit 24 et indique explicitement qu'aucun titre n'est détenu de manière bénéficiaire.

Sonya Morris reichte ein initiales Form 3 ein, das keinen wirtschaftlich berechtigten Eigentum an den Wertpapieren von PIMCO Income Strategy Fund II (PFN) meldet. Die Einreichung, über PIMCO erfolgt und mit der Unterschrift des Bevollmächtigten Ryan Leshaw datiert auf 25.09.2025, führt Morris als Direktorin auf und gibt das Ereignisdatum 18.09.2025 an. Das Formular enthält eine Anlage 24 Vollmacht und erklärt eindeutig, dass keine Wertpapiere wirtschaftlich berechtigt sind.

قدمت سونيا موريس نموذج Form 3 ابتدائي يُبلِغ عن عدم وجود ملكية فاعلة لأسهم PIMCO Income Strategy Fund II (PFN). التقديم، المقدم عبر PIMCO وبالتوقيع من المحامي الوكيـل Ryan Leshaw بتاريخ 25/09/2025، يسجل موريس كمديرة ويشير إلى تاريخ الحدث 18/09/2025. يشتمل النموذج على تفويض بموجب Exhibit 24 ويذكر صراحة أنه لا توجد أسهم مملوكة بشكل فاعل.

索尼娅·莫里斯提交了初始表格Form 3，报告对PIMCO Income Strategy Fund II（PFN）证券不具备受益所有权。 该文件通过PIMCO提交，由代理律师Ryan Leshaw于2025年9月25日签署，列出莫里斯为董事，并指明事件日期为2025年9月18日。该表格包含作为 Exhibit 24 的授权书，并明确写明无证券具有受益所有权。

Positive
  • None.
Negative
  • None.

Insights

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.

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.

Sonya Morris ha inviato un modulo iniziale Form 3 dichiarando di non possedere alcuna partecipazione beneficiaria nelle azioni di PIMCO Income Strategy Fund II (PFN). Il documento, presentato tramite PIMCO con la firma dell'avvocato-in-fatto Ryan Leshaw datata 25/09/2025, elenca Morris come Direttrice e indica la data dell'evento 18/09/2025. Il modulo include una procura allegata come Esibizione 24 e afferma esplicitamente che nessuna azione è posseduta beneficiamente.

Sonya Morris presentó un Formulario 3 inicial reportando que no posee participación beneficiosa en valores de PIMCO Income Strategy Fund II (PFN). La presentación, presentada a través de PIMCO con la firma del apoderado Ryan Leshaw fechada 25/09/2025, lista a Morris como Directora y señala la fecha del evento 18/09/2025. El formulario incluye un poder notarial como Anexo 24 y afirma expresamente que no se poseen valores de forma beneficiosa.

소니아 모리스가 PFN(PIMCO Income Strategy Fund II) 증권에 대한 이익 소유가 없다는 초기 Form 3를 제출했다. 이 제출서는 2025년 9월 25일자로 대리인 라이언 레쇼의 서명이 포함된 PIMCO를 통해 제출되었고, 모리스를 이사로 등재하며 사건 날짜를 2025년 9월 18일로 나타낸다. 또한 이 양식에는 Exhibit 24의 위임장이 포함되어 있으며 이익 소유가 없다고 명시되어 있다.

Sonya Morris a déposé un formulaire Form 3 initial déclarant qu'aucune participation bénéficiaire dans les titres de PIMCO Income Strategy Fund II (PFN) n'est détenue. Le dossier, soumis par l'intermédiaire de PIMCO et signé par le mandataire Ryan Leshaw en date du 25/09/2025, indique Morris comme Directrice et mentionne la date de l'événement du 18/09/2025. Le formulaire comprend une procuration en tant qu'Exhibit 24 et indique explicitement qu'aucun titre n'est détenu de manière bénéficiaire.

Sonya Morris reichte ein initiales Form 3 ein, das keinen wirtschaftlich berechtigten Eigentum an den Wertpapieren von PIMCO Income Strategy Fund II (PFN) meldet. Die Einreichung, über PIMCO erfolgt und mit der Unterschrift des Bevollmächtigten Ryan Leshaw datiert auf 25.09.2025, führt Morris als Direktorin auf und gibt das Ereignisdatum 18.09.2025 an. Das Formular enthält eine Anlage 24 Vollmacht und erklärt eindeutig, dass keine Wertpapiere wirtschaftlich berechtigt sind.

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.

Source: View Original Filing on SEC EDGAR

FAQ

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).
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PIMCO Income Strategy Fund II

NYSE:PFN

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#142 Ranked by Dividends

PFN Latest SEC Filings

Sep 25, 2025
[Form 3] PIMCO Income Strategy Fund II Initial Statement of Beneficial Ownership

PFN Stock Data

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