PFN insider Paul Vitale files Form 3

PIMCO Income Strategy Fund II filed an initial insider ownership report for assistant treasurer Paul Vitale.

Rhea-AI Filing Summary

PIMCO Income Strategy Fund II filed an initial insider ownership report for assistant treasurer Paul Vitale. The Form 3 shows no reported transactions or derivative positions and provides a baseline disclosure of his status as an officer of the fund.

FAQ

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

What does the Form 3 for PFN and Paul Vitale disclose?

The Form 3 for PIMCO Income Strategy Fund II (PFN) identifies Paul Vitale as an assistant treasurer and officer. It reports no transactions, giving a baseline disclosure of his insider status without showing current holdings in the provided data.

Did Paul Vitale buy or sell any PFN shares in this Form 3?

No transactions are reported for Paul Vitale in this Form 3. The transaction summary shows zero buys, zero sells, and no derivative exercises, indicating only an initial ownership filing rather than active trading information.

What is Paul Vitale’s role at PIMCO Income Strategy Fund II (PFN)?

Paul Vitale is listed as an officer of PIMCO Income Strategy Fund II with the title “ASSISTANT TREASURER.” This role triggers insider reporting obligations, starting with this Form 3 baseline ownership statement.

Does the PFN Form 3 show any derivative positions for Paul Vitale?

The Form 3 data shows no derivative positions for Paul Vitale. The derivative summary is empty and derivativeTransactionCount is zero, indicating no reported options, warrants, or similar instruments in this initial filing snapshot.

Why is this PFN Form 3 filing important for investors?

This Form 3 establishes that Paul Vitale is an officer of PFN and subject to insider reporting rules. While it shows no trades, it sets the baseline for any future Form 4 or Form 5 transaction disclosures involving him.

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

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Accepted by SEC EDGAR 07/08/2026 - 06:49 PM EDT 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^*

Vitale Paul

(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 II [ PFN ]

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)

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

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.

	/s/ Ryan Leshaw, Attorney-in-Fact for Paul Vitale	07/08/2026
	** 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.
* Form 3: SEC 1473 (03-26)