Alan Rappaport

Director, Virtus Convertible & Income Fund II.

Companies

PIMCO Dynamic Income Strategy FundBoard member Jan 29, 2019 to now¹
Victory CapitalBoard member Feb 7, 2018 to now²
PIMCO Dynamic Income FundBoard member May 24, 2012 to now³
PIMCO MUNICIPAL INCOME FUND IIBoard member Jun 30, 2010 to now⁴
PIMCO Access Income FundBoard member Jan 26, 2022 to Nov 16, 2023⁵
PIMCO Dynamic Income Opportunities FundBoard member Jan 26, 2021 to Nov 16, 2023⁶
Virtus Artificial Intelligence & Technology Opportunities FundBoard member Oct 25, 2019 to Apr 28, 2021⁷
Virtus Convertible & Income FundBoard member Jun 30, 2010 to Apr 28, 2021⁸
Virtus Convertible & Income Fund IIBoard member Jun 30, 2010 to Apr 28, 2021⁹
PCM FUND, INC.Board member Jun 30, 2010 to Feb 22, 2019¹⁰
PIMCO Flexible Municipal Income FundBoard member Jul 19, 2018 to Jul 19, 2018¹¹
Virtus Diversified Income & Convertible FundBoard member May 21, 2015 to Jul 10, 2017¹²
Virtus Dividend, Interest & Premium Strategy FundBoard member Jun 30, 2010 to Jul 10, 2017¹³
Virtus Equity & Convertible Income FundBoard member Jun 30, 2010 to Jul 10, 2017¹⁴
PIMCO Income Strategy Fund IIBoard member Jun 30, 2010 to Sep 19, 2012¹⁵
PIMCO CORPORATE & INCOME STRATEGY FUNDBoard member Jun 30, 2010 to Sep 21, 2010¹⁶
PIMCO INCOME STRATEGY FUNDBoard member Jun 30, 2010 to Sep 21, 2010¹⁷
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDBoard member Jun 30, 2010 to Jun 30, 2010¹⁸
PIMCO Global StocksPLUS & Income FundBoard member Jun 30, 2010 to Jun 30, 2010¹⁹
PIMCO HIGH INCOME FUNDBoard member Jun 30, 2010 to Jun 30, 2010²⁰
PIMCO NEW YORK MUNICIPAL INCOME FUND IIBoard member Jun 30, 2010 to Jun 30, 2010²¹
PIMCO CORPORATE & INCOME OPPORTUNITY FUNDBoard member Jun 30, 2010 to Jun 30, 2010²²
PIMCO STRATEGIC INCOME FUND, INC.Board member Jun 30, 2010 to Jun 30, 2010²³

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

Victory Capital VCTR455,665 shares²⁴$49.2M at $107.94Jul 14, 2026
PIMCO Dynamic Income Fund PDI9,313 shares²⁵$133.3K at $14.31Sep 24, 2026
PIMCO Dynamic Income Strategy Fund PDX3,000 shares²⁶$60.8K at $20.25Jan 8, 2026
PIMCO Dynamic Income Opportunities Fund PDO5,000 shares²⁷$58.6K at $11.72Nov 14, 2023
PIMCO MUNICIPAL INCOME FUND II PML8,001 shares²⁸$53.6K at $6.70Dec 8, 2025
PIMCO Access Income Fund PAXS3,500 shares²⁹$45.7K at $13.06Nov 14, 2023

As of each latest filing. The line shows shares held over time.

Recent filings

Sep 24, 2026Bought 5,500 shares at $13.76 of PIMCO Dynamic Income Fund²⁵
Jul 10, 2026Granted 718 shares at $92.24 of Victory Capital²⁴
Apr 10, 2026Granted 977 shares at $67.79 of Victory Capital³⁰
Jan 12, 2026Granted 961 shares at $68.93 of Victory Capital³¹
Jan 8, 2026Bought 2,000 shares at $18.97 of PIMCO Dynamic Income Strategy Fund²⁶
Dec 8, 2025Bought 2,819 shares at $7.66 of PIMCO MUNICIPAL INCOME FUND II²⁸
Oct 10, 2025Granted 1,004 shares at $65.98 of Victory Capital³²
Aug 1, 2025Granted 3,682 shares of PIMCO MUNICIPAL INCOME FUND II³³
Aug 1, 2025Returned to company 4,000 shares of CIK 1181506³⁴
Jul 10, 2025Granted 1,000 shares at $66.24 of Victory Capital³⁵
Apr 10, 2025Granted 1,225 shares at $54.06 of Victory Capital³⁶
Jan 10, 2025Granted 855 shares at $61.36 of Victory Capital³⁷
Oct 10, 2024Granted 916 shares at $57.30 of Victory Capital³⁸
Jul 10, 2024Granted 1,093 shares at $48.00 of Victory Capital³⁹
Apr 10, 2024Granted 1,204 shares at $43.58 of Victory Capital⁴⁰
Jan 10, 2024Granted 1,591 shares at $32.99 of Victory Capital⁴¹
Nov 14, 2023Bought 4,000 shares at $7.04 of CIK 1181506⁴²
Nov 14, 2023Bought 2,500 shares at $11.66 of PIMCO Dynamic Income Opportunities Fund²⁷
Nov 14, 2023Bought 1,000 shares at $13.77 of PIMCO Access Income Fund²⁹
Oct 10, 2023Granted 1,649 shares at $31.82 of Victory Capital⁴³
Jul 10, 2023Granted 1,593 shares at $32.94 of Victory Capital⁴⁴
Apr 10, 2023Granted 1,791 shares at $29.30 of Victory Capital⁴⁵
Jan 10, 2023Granted 1,720 shares at $29.06 of Victory Capital⁴⁶
Oct 10, 2022Granted 1,953 shares at $25.60 of Victory Capital⁴⁷
Jul 11, 2022Granted 2,118 shares at $23.60 of Victory Capital⁴⁸

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARPIMCO Dynamic Income Strategy Fund, Board member
2
SEC EDGARVictory Capital, Board member
3
SEC EDGARPIMCO Dynamic Income Fund, Board member
4
SEC EDGARPIMCO MUNICIPAL INCOME FUND II, Board member
5
SEC EDGARPIMCO Access Income Fund, Board member
6
SEC EDGARPIMCO Dynamic Income Opportunities Fund, Board member
7
SEC EDGARVirtus Artificial Intelligence & Technology Opportunities Fund, Board member
8
SEC EDGARVirtus Convertible & Income Fund, Board member
9
SEC EDGARVirtus Convertible & Income Fund II, Board member
10
SEC EDGARPCM FUND, INC., Board member
11
SEC EDGARPIMCO Flexible Municipal Income Fund, Board member
12
SEC EDGARVirtus Diversified Income & Convertible Fund, Board member
13
SEC EDGARVirtus Dividend, Interest & Premium Strategy Fund, Board member
14
SEC EDGARVirtus Equity & Convertible Income Fund, Board member
15
SEC EDGARPIMCO Income Strategy Fund II, Board member
16
SEC EDGARPIMCO CORPORATE & INCOME STRATEGY FUND, Board member
17
SEC EDGARPIMCO INCOME STRATEGY FUND, Board member
18
SEC EDGARPIMCO CALIFORNIA MUNICIPAL INCOME FUND, Board member
19
SEC EDGARPIMCO Global StocksPLUS & Income Fund, Board member
20
SEC EDGARPIMCO HIGH INCOME FUND, Board member
21
SEC EDGARPIMCO NEW YORK MUNICIPAL INCOME FUND II, Board member
22
SEC EDGARPIMCO CORPORATE & INCOME OPPORTUNITY FUND, Board member
23
SEC EDGARPIMCO STRATEGIC INCOME FUND, INC., Board member
24
SEC EDGARVictory Capital shares after the filing of Jul 14, 2026
25
SEC EDGARPIMCO Dynamic Income Fund shares after the filing of Sep 24, 2026
26
SEC EDGARPIMCO Dynamic Income Strategy Fund shares after the filing of Jan 8, 2026
27
SEC EDGARPIMCO Dynamic Income Opportunities Fund shares after the filing of Nov 14, 2023
28
SEC EDGARPIMCO MUNICIPAL INCOME FUND II shares after the filing of Dec 8, 2025
29
SEC EDGARPIMCO Access Income Fund shares after the filing of Nov 14, 2023
30
SEC EDGARForm 4 filed Apr 14, 2026
31
SEC EDGARForm 4 filed Jan 14, 2026
32
SEC EDGARForm 4 filed Oct 14, 2025
33
SEC EDGARForm 4 filed Aug 5, 2025
34
SEC EDGARForm 4 filed Aug 5, 2025
35
SEC EDGARForm 4 filed Jul 14, 2025
36
SEC EDGARForm 4 filed Apr 14, 2025
37
SEC EDGARForm 4 filed Jan 14, 2025
38
SEC EDGARForm 4 filed Oct 15, 2024
39
SEC EDGARForm 4 filed Jul 12, 2024
40
SEC EDGARForm 4 filed Apr 12, 2024
41
SEC EDGARForm 4 filed Jan 12, 2024
42
SEC EDGARForm 4 filed Nov 16, 2023
43
SEC EDGARForm 4 filed Oct 12, 2023
44
SEC EDGARForm 4 filed Jul 12, 2023
45
SEC EDGARForm 4 filed Apr 12, 2023
46
SEC EDGARForm 4 filed Jan 12, 2023
47
SEC EDGARForm 4 filed Oct 12, 2022
48
SEC EDGARForm 4 filed Jul 13, 2022