Sarah E. Cogan

Director, PIMCO Dynamic Income Strategy Fund.

Companies

PIMCO MUNICIPAL INCOME FUND IIBoard member Jan 2, 2019 to now¹
PIMCO NEW YORK MUNICIPAL INCOME FUND IIBoard member Jan 2, 2019 to now²
PIMCO Access Income FundBoard member Jan 31, 2022 to Jan 26, 2024³
Virtus Stone Harbor Emerging Markets Income FundBoard member Apr 18, 2022 to Apr 18, 2022⁴
Virtus Global Multi-Sector Income FundBoard member Jul 7, 2021 to Jan 14, 2022⁵
Virtus Total Return Fund Inc.Board member Jul 7, 2021 to Jan 14, 2022⁶
Virtus Artificial Intelligence & Technology Opportunities FundBoard member Oct 25, 2019 to Jan 14, 2022⁷
PIMCO Dynamic Income FundBoard member Jan 2, 2019 to Dec 15, 2021⁸
PIMCO Dynamic Income Opportunities FundBoard member Jan 29, 2021 to Jan 29, 2021⁹
PCM FUND, INC.Board member Jan 2, 2019 to Jan 10, 2020¹⁰
PIMCO Income Strategy Fund IIBoard member Jan 2, 2019 to Jan 10, 2020¹¹
PIMCO HIGH INCOME FUNDBoard member Jan 2, 2019 to Jan 10, 2020¹²
Virtus Diversified Income & Convertible FundBoard member Jan 8, 2019 to Aug 23, 2019¹³
Virtus Convertible & Income FundBoard member Jan 8, 2019 to Aug 23, 2019¹⁴
Virtus Convertible & Income Fund IIBoard member Jan 8, 2019 to Aug 23, 2019¹⁵
Virtus Dividend, Interest & Premium Strategy FundBoard member Jan 8, 2019 to Aug 23, 2019¹⁶
Virtus Equity & Convertible Income FundBoard member Jan 8, 2019 to Aug 23, 2019¹⁷
PIMCO Dynamic Income Strategy FundBoard member Jan 29, 2019 to Jan 29, 2019¹⁸
PIMCO CORPORATE & INCOME STRATEGY FUNDBoard member Jan 2, 2019 to Jan 2, 2019¹⁹
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDBoard member Jan 2, 2019 to Jan 2, 2019²⁰
PIMCO INCOME STRATEGY FUNDBoard member Jan 2, 2019 to Jan 2, 2019²¹
PIMCO Global StocksPLUS & Income FundBoard member Jan 2, 2019 to Jan 2, 2019²²
PIMCO Flexible Municipal Income FundBoard member Jan 2, 2019 to Jan 2, 2019²³
PIMCO CORPORATE & INCOME OPPORTUNITY FUNDBoard member Jan 2, 2019 to Jan 2, 2019²⁴
PIMCO STRATEGIC INCOME FUND, INC.Board member Jan 2, 2019 to Jan 2, 2019²⁵

Holdings

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

Shares held

PIMCO MUNICIPAL INCOME FUND II PML6,656 shares²⁶$44.6K at $6.70Aug 1, 2025
PIMCO NEW YORK MUNICIPAL INCOME FUND II PNI6,848 shares²⁷$43.0K at $6.28Aug 1, 2025
PIMCO Access Income Fund PAXS1,965 shares²⁸$25.7K at $13.06Jan 24, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund AIO1,000 shares²⁹$23.6K at $23.63Jan 13, 2022
Virtus Total Return Fund Inc. ZTR2,200 shares³⁰$13.9K at $6.33Jan 13, 2022
Virtus Global Multi-Sector Income Fund VGI2,000 shares³¹$13.2K at $6.62Jan 13, 2022
PIMCO Dynamic Income Fund PDI846 shares³²$12.1K at $14.31Dec 10, 2021

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

Recent filings

Aug 1, 2025Granted 2,564 shares of PIMCO MUNICIPAL INCOME FUND II²⁶
Aug 1, 2025Granted 1,187 shares of PIMCO NEW YORK MUNICIPAL INCOME FUND II²⁷
Aug 1, 2025Returned to company 1,276 shares of CIK 1140392³³
Aug 1, 2025Returned to company 2,813 shares of CIK 1140410³⁴
Aug 1, 2025Granted 1,369 shares of PIMCO MUNICIPAL INCOME FUND II²⁶
Aug 1, 2025Granted 2,913 shares of PIMCO NEW YORK MUNICIPAL INCOME FUND II²⁷
Aug 1, 2025Returned to company 1,505 shares of CIK 1181505³⁵
Aug 1, 2025Returned to company 2,785 shares of CIK 1181506³⁶
Jan 24, 2024Bought 2,600 shares at $7.69 of CIK 1140410³⁷
Jan 24, 2024Bought 2,500 shares at $8.15 of PIMCO MUNICIPAL INCOME FUND II³⁸
Jan 24, 2024Bought 1,400 shares at $7.36 of PIMCO NEW YORK MUNICIPAL INCOME FUND II³⁹
Jan 24, 2024Bought 1,400 shares at $7.13 of CIK 1181506⁴⁰
Jan 24, 2024Bought 700 shares at $14.71 of PIMCO Access Income Fund²⁸
Jan 31, 2022Bought 1,000 shares at $20.00 of PIMCO Access Income Fund⁴¹
Jan 13, 2022Bought 2,200 shares at $9.59 of Virtus Total Return Fund Inc.³⁰
Jan 13, 2022Bought 2,000 shares at $11.10 of Virtus Global Multi-Sector Income Fund³¹
Jan 13, 2022Bought 1,000 shares at $25.37 of Virtus Artificial Intelligence & Technology Opportunities Fund²⁹
Dec 10, 2021Granted 406 shares of PIMCO Dynamic Income Fund³²
Dec 10, 2021Returned to company 428 shares of CIK 1412350⁴²
Dec 10, 2021Granted 440 shares of PIMCO Dynamic Income Fund³²
Dec 10, 2021Returned to company 538 shares of CIK 1558629⁴³

Sources

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

1
SEC EDGARPIMCO MUNICIPAL INCOME FUND II, Board member
2
SEC EDGARPIMCO NEW YORK MUNICIPAL INCOME FUND II, Board member
3
SEC EDGARPIMCO Access Income Fund, Board member
4
SEC EDGARVirtus Stone Harbor Emerging Markets Income Fund, Board member
5
SEC EDGARVirtus Global Multi-Sector Income Fund, Board member
6
SEC EDGARVirtus Total Return Fund Inc., Board member
7
SEC EDGARVirtus Artificial Intelligence & Technology Opportunities Fund, Board member
8
SEC EDGARPIMCO Dynamic Income Fund, Board member
9
SEC EDGARPIMCO Dynamic Income Opportunities Fund, Board member
10
SEC EDGARPCM FUND, INC., Board member
11
SEC EDGARPIMCO Income Strategy Fund II, Board member
12
SEC EDGARPIMCO HIGH INCOME FUND, Board member
13
SEC EDGARVirtus Diversified Income & Convertible Fund, Board member
14
SEC EDGARVirtus Convertible & Income Fund, Board member
15
SEC EDGARVirtus Convertible & Income Fund II, Board member
16
SEC EDGARVirtus Dividend, Interest & Premium Strategy Fund, Board member
17
SEC EDGARVirtus Equity & Convertible Income Fund, Board member
18
SEC EDGARPIMCO Dynamic Income Strategy Fund, Board member
19
SEC EDGARPIMCO CORPORATE & INCOME STRATEGY FUND, Board member
20
SEC EDGARPIMCO CALIFORNIA MUNICIPAL INCOME FUND, Board member
21
SEC EDGARPIMCO INCOME STRATEGY FUND, Board member
22
SEC EDGARPIMCO Global StocksPLUS & Income Fund, Board member
23
SEC EDGARPIMCO Flexible Municipal Income Fund, Board member
24
SEC EDGARPIMCO CORPORATE & INCOME OPPORTUNITY FUND, Board member
25
SEC EDGARPIMCO STRATEGIC INCOME FUND, INC., Board member
26
SEC EDGARPIMCO MUNICIPAL INCOME FUND II shares after the filing of Aug 1, 2025
27
SEC EDGARPIMCO NEW YORK MUNICIPAL INCOME FUND II shares after the filing of Aug 1, 2025
28
SEC EDGARPIMCO Access Income Fund shares after the filing of Jan 24, 2024
29
SEC EDGARVirtus Artificial Intelligence & Technology Opportunities Fund shares after the filing of Jan 13, 2022
30
SEC EDGARVirtus Total Return Fund Inc. shares after the filing of Jan 13, 2022
31
SEC EDGARVirtus Global Multi-Sector Income Fund shares after the filing of Jan 13, 2022
32
SEC EDGARPIMCO Dynamic Income Fund shares after the filing of Dec 10, 2021
33
SEC EDGARForm 4 filed Aug 5, 2025
34
SEC EDGARForm 4 filed Aug 5, 2025
35
SEC EDGARForm 4 filed Aug 5, 2025
36
SEC EDGARForm 4 filed Aug 5, 2025
37
SEC EDGARForm 4 filed Jan 26, 2024
38
SEC EDGARForm 4 filed Jan 26, 2024
39
SEC EDGARForm 4 filed Jan 26, 2024
40
SEC EDGARForm 4 filed Jan 26, 2024
41
SEC EDGARForm 4 filed Feb 1, 2022
42
SEC EDGARForm 4 filed Dec 14, 2021
43
SEC EDGARForm 4 filed Dec 15, 2021