Welcome to our dedicated page for PIMCO Global StocksPLUS and Income Fund SEC filings (Ticker: PGP), 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.
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PIMCO Global StocksPLUS & Income Fund updated its investment guidelines to allow investing without limitation in senior floating-rate loans made to corporations, partnerships and other business entities. This change becomes effective on July 24, 2026, potentially expanding the fund’s exposure to floating-rate credit assets.
The revised guideline will first appear in the fund’s shareholder reports starting with the annual report on Form N-CSR for the 12‑month period ended June 30, 2026. The filing does not change the fund’s structure, but broadens the types and amounts of loans it may hold.
PIMCO Global StocksPLUS & Income Fund reported that its Board of Trustees approved a change to the fund’s 80% investment policy on June 23, 2026. Effective August 28, 2026, the fund will normally invest at least 80% of its net assets, plus any investment borrowings, in a global portfolio of equity and/or income-producing investments.
The filing clarifies that “Stocks” in the fund’s name includes common and preferred shares, depositary receipts, and related rights and warrants. It also expands on what qualifies as income-producing investments, including fixed income instruments, dividend-paying equities, and various derivatives structured to generate income.
PIMCO Global StocksPLUS & Income Fund insider filing shows no holdings. Stephen Koon Bong Chang filed an initial ownership report related to PIMCO Global StocksPLUS & Income Fund (ticker PGP) as of 01/22/2026. The filing states that no securities of the fund are beneficially owned.
Chang is identified as a member of Pacific Investment Management Company LLC’s Executive Committee. PIMCO is disclosed as the investment advisor to the fund, and Chang’s relationship to the issuer is marked as “Other – See Remarks,” rather than as a director, officer, or 10% owner.
Mohit Mittal, a member of PIMCO's Executive Committee, filed an initial ownership report for PIMCO Global StocksPLUS & Income Fund (PGP). The filing states that no securities of the fund are beneficially owned, meaning he reports no direct or indirect holdings in this issuer.
PIMCO Global StocksPLUS & Income Fund insider status reported with no share ownership. A Form 3 shows Jason William Mandinach, a member of Pacific Investment Management Company LLC (PIMCO)'s Executive Committee, as a reporting person due to PIMCO’s role as investment adviser to the fund.
The filing states that no securities of PIMCO Global StocksPLUS & Income Fund are beneficially owned by the reporting person as of the event date of 01/22/2026.
Initial Form 3 filed for PGP director Sonya Morris. The form reports Sonya Morris of PIMCO, Newport Beach, CA, as a Director of PIMCO Global StocksPLUS & Income Fund (PGP) with an event date of 09/18/2025. The filing states no securities are beneficially owned and includes Exhibit 24 (Power of Attorney). The form is signed by an attorney-in-fact on 09/25/2025.