PIMCO Global StocksPLUS (PGP) assistant secretary files routine Form 3

Rhea-AI Filing Summary

PIMCO Global StocksPLUS & Income Fund assistant secretary Willard Morgan filed a Form 3 as an officer of the fund. The filing is an initial statement of beneficial ownership and does not report any share purchases, sales, or other transactions.

Key Terms

Form 3, assistant secretary, initial statement of beneficial ownership

3 terms

Form 3 regulatory

"filed a Form 3 as an officer of the fund"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

assistant secretary financial

"reports Willard Morgan as an assistant secretary"

initial statement of beneficial ownership regulatory

"The filing is an initial statement of beneficial ownership"

An initial statement of beneficial ownership is the first regulatory filing an insider or large investor submits to disclose the amount of a company's stock they control or benefit from. It matters to investors because it reveals who has significant influence over a company—like showing who’s holding the cards—and helps track potential conflicts of interest, insider motives, and future buying or selling that can move the stock price.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Understanding Insider Trading Forms →

Available on EDGAR 07/08/2026 - 08:48 PM Accepted by SEC EDGAR 07/08/2026 - 08:48 PM Learn about SEC filing dates

FAQ

What does the Willard Morgan Form 3 for PGP show?

The Form 3 for PIMCO Global StocksPLUS & Income Fund reports Willard Morgan as an assistant secretary. It serves as an initial statement of beneficial ownership and shows no reported purchases, sales, or derivative exercises.

Did Willard Morgan buy or sell PGP shares in this Form 3?

No transactions are reported for PIMCO Global StocksPLUS & Income Fund in this Form 3. The transaction summary lists zero buys, zero sells, zero exercises, and zero other types of share movements.

Does the Willard Morgan PGP Form 3 include any derivative activity?

The filing shows no derivative activity for PIMCO Global StocksPLUS & Income Fund. Derivative transaction counts, exercise counts, gift counts, tax withholding counts, and restructuring counts are all reported as zero in the transaction summary.

Is Willard Morgan a major shareholder of PIMCO Global StocksPLUS & Income Fund?

Willard Morgan is identified as an officer, specifically assistant secretary, not as a ten percent owner. The Form 3 flags him as an officer and indicates he is not a ten percent owner of the fund’s shares.

What is the overall transaction direction in the PGP Form 3?

The transaction summary shows a neutral position for PIMCO Global StocksPLUS & Income Fund. Net buy-sell shares are zero, and the net buy-sell direction is listed as neutral, reflecting the absence of any reported trades.

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^*

Willard Morgan

(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 Global StocksPLUS & Income Fund [ PGP ]

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 SECRETARY

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 Morgan Willard	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)