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McCartney Kathleen Ann

Director

Director
2 filings analyzed · 2 companies · Latest 2025-07-09

Companies

Company Buys Sells Direction
PIMCO Dynamic Income Strategy Fund PDX 1 0 Net buying
PIMCO Flexible Municipal Income Fund PMFAX 1 0 Net buying

Activity

July 2025
Buy
4,032 shares
$99,894
Significance 4/10

Director Kathleen Ann McCartney buys 4,032 shares of PIMCO Dynamic Income Strategy Fund (PDX) at $24.78, establishing initial position.

Director Kathleen Ann McCartney acquired 4,032 shares at $24.78, establishing a new position in PIMCO Dynamic Income Strategy Fund. The purchase occurred at a price 22.9% below the 52-week high of $32.00, and notably the fund has recovered 24.2% over the prior 90 days and 2.8% over the past 30 days, reflecting recent positive momentum. The limited prior transaction history (1 prior buy across all tickers) provides minimal context for assessing this director's typical trading patterns. This open-market purchase of a closed-end fund merits standard monitoring, though the modest position size and single-trade history limit conclusions about broader intent.

July 2024
Buy
14,437 shares
$150,000
Significance 3/10

Director Kathleen Ann McCartney purchases 14,436 shares of PMFAX at $10.39 for $150,000.00

McCartney, a director of PIMCO Flexible Municipal Income Fund, initiated a new position with a $150,000.00 purchase of 14,436 shares at $10.39 per share on 2024-07-24. This represents her first recorded holding in the fund, moving from zero shares to 14,436 shares. The transaction reflects an open-market acquisition of a fund share class, which is a routine governance-related holding acquisition by a board member.

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