Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Inc.BLK · Entity 12961 | Senior Managing Director | August 30, 2024 | August 30, 2024 |
| BlackRock, Inc.BLK · Entity 2850 | Senior Managing Director | December 06, 2024 | December 07, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924 | President | April 17, 2026 | April 21, 2026 |
| PNMAC Holdings, Inc.PFSI · Entity 162615 | Director | March 09, 2018 | March 12, 2018 |
| PennyMac Financial Services, Inc.PFSI · Entity 4100 | Director | February 20, 2019 | March 18, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BlackRock Inc.
Report date August 30, 2024 · Filed August 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,480 |
Last balance in matching sequence
After 2024-08-30 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-08-30 · Exercise / conversion · Acquired 12,000 · Balance 18,480 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 13, 2024. F2: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 2 · 2024-08-30 · Sale · Disposed 12,000 · Balance 6,480 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 13, 2024. F2: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $513.50 · Expires 2026-12-04 | Direct | 36,190 |
Reported balance
After 2024-08-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-30 · Exercise / conversion · Disposed 12,000 · Balance 36,190 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 13, 2024. F3: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 13, 2024.
F2: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock.
F3: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024.
BlackRock, Inc.
Report date December 06, 2024 · Filed December 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,480 |
Last balance in matching sequence
After 2024-12-06 transaction · row 8
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
8 source rowsRow 1 · 2024-12-06 · Exercise / conversion · Acquired 36,190 · Balance 42,670 F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 2 · 2024-12-06 · Sale · Disposed 1,333 · Balance 41,337 F2: This transaction was executed in multiple trades at prices ranging from $1,040.88 to $1,041.85. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 3 · 2024-12-06 · Sale · Disposed 9,373 · Balance 31,964 F3: This transaction was executed in multiple trades at prices ranging from $1,043.00 to $1,044.00. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 4 · 2024-12-06 · Sale · Disposed 4,068 · Balance 27,896 F4: This transaction was executed in multiple trades at prices ranging from $1,044.01 to $1,045.00. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 5 · 2024-12-06 · Sale · Disposed 5,495 · Balance 22,401 F5: This transaction was executed in multiple trades at prices ranging from $1,045.10 to $1,046.07. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 6 · 2024-12-06 · Sale · Disposed 4,132 · Balance 18,269 F6: This transaction was executed in multiple trades at prices ranging from $1,046.12 to $1,047.03. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 7 · 2024-12-06 · Sale · Disposed 4,223 · Balance 14,046 F7: This transaction was executed in multiple trades at prices ranging from $1,047.23 to $1,048.20. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 8 · 2024-12-06 · Sale · Disposed 7,566 · Balance 6,480 F8: This transaction was executed in multiple trades at prices ranging from $1,048.32 to $1,049.25. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $513.50 · Expires 2026-12-04 | Direct | 0 |
Reported balance
After 2024-12-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-12-06 · Exercise / conversion · Disposed 36,190 · Balance 0 F9: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock.
F2: This transaction was executed in multiple trades at prices ranging from $1,040.88 to $1,041.85. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F3: This transaction was executed in multiple trades at prices ranging from $1,043.00 to $1,044.00. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F4: This transaction was executed in multiple trades at prices ranging from $1,044.01 to $1,045.00. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F5: This transaction was executed in multiple trades at prices ranging from $1,045.10 to $1,046.07. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F6: This transaction was executed in multiple trades at prices ranging from $1,046.12 to $1,047.03. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F7: This transaction was executed in multiple trades at prices ranging from $1,047.23 to $1,048.20. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F8: This transaction was executed in multiple trades at prices ranging from $1,048.32 to $1,049.25. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F9: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024.
PNC FINANCIAL SERVICES GROUP, INC.
Report date April 17, 2026 · Filed April 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $5 Par Common StockSEC Table I · non-derivative | Direct | 2,500 |
Ending reported balance
After 2026-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-17 · Grant · Acquired 4,551 · Balance 4,571 F1: On April 17, 2026, 4,551 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on April 17, 2025 (the "2025 RSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2025 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Row 2 · 2026-04-17 · Tax withholding · Disposed 2,071 · Balance 2,500 F2: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2025 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 17, 2026, 4,551 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on April 17, 2025 (the "2025 RSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2025 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash.
F2: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2025 RSUs.
PNMAC Holdings, Inc.
Report date March 09, 2018 · Filed March 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,557 |
Reported balance
After 2018-03-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-09 · Grant · Acquired 3,975 · Balance 31,557 F1: The Reporting Person was granted 3,975 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting. F2: The reported amount consists of 11,642 restricted stock units and 19,915 shares of Class A Common Stock. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock upon vesting. |
| Cl A Units of Private Nat'l Mortgage Acceptance Company, LLCSEC Table II · derivative / convertible security | Direct | 54,556 |
Reported balance
Holding disclosure · report date 2018-03-09 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 54,556 F3: Pursuant to the terms of an exchange agreement, Class A Units of Private National Mortgage Acceptance Company, LLC are exchangeable for shares of Class A Common Stock of PennyMac Financial Services, Inc. on a one-for-one basis, subject to customary conversion rate adjustments, from and after the closing of PennyMac Financial Services, Inc.'s initial public offering, and after the expiration of a lock-up agreement. F4: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 3,975 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting.
F2: The reported amount consists of 11,642 restricted stock units and 19,915 shares of Class A Common Stock. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock upon vesting.
F3: Pursuant to the terms of an exchange agreement, Class A Units of Private National Mortgage Acceptance Company, LLC are exchangeable for shares of Class A Common Stock of PennyMac Financial Services, Inc. on a one-for-one basis, subject to customary conversion rate adjustments, from and after the closing of PennyMac Financial Services, Inc.'s initial public offering, and after the expiration of a lock-up agreement.
F4: N/A
PennyMac Financial Services, Inc.
Report date February 20, 2019 · Filed March 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,113 |
Reported balance
After 2019-02-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-20 · Gift · Disposed 15,000 · Balance 71,113 F1: Represents a bona fide gift of 15,000 shares of Common Stock to a charitable organization. F2: The reported amount consists of 4,441 restricted stock units and 66,672 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. |
| Common StockSEC Table I · non-derivative | Direct | 75,563 |
Reported balance
After 2019-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-03-15 · Grant · Acquired 4,450 · Balance 75,563 F3: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F4: The reported amount consists of 8,891 restricted stock units and 66,672 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a bona fide gift of 15,000 shares of Common Stock to a charitable organization.
F2: The reported amount consists of 4,441 restricted stock units and 66,672 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.
F3: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting.
F4: The reported amount consists of 8,891 restricted stock units and 66,672 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 200 | $784.77 | $156,954.00 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 8 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,389 F8 · price: This transaction was executed in multiple trades at prices ranging from $784.71 to $784.83. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 400 | $783.55 | $313,418.00 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 7 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,589 F7 · price: This transaction was executed in multiple trades at prices ranging from $783.42 to $783.64. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 500 | $782.19 | $391,094.00 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 6 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,989 F6 · price: This transaction was executed in multiple trades at prices ranging from $781.91 to $782.62. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 159 | $781.41 | $124,244.68 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 5 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,489 F5 · price: This transaction was executed in multiple trades at prices ranging from $780.75 to $781.67. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 300 | $779.94 | $233,982.99 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 4 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,648 F4 · price: This transaction was executed in multiple trades at prices ranging from $779.57 to $780.17. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 300 | $778.54 | $233,561.01 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 3 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,948 F3 · price: This transaction was executed in multiple trades at prices ranging from $778.26 to $778.77. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 207 | $776.48 | $160,731.13 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,248 F2 · price: This transaction was executed in multiple trades at prices ranging from $776.36 to $776.74. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 11, 2022 Filed Nov 16, 2022 01:08 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 34 | $774.62 | $26,337.08 |
DisclosureSEC source: 0001127602-22-025671 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,455 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 23:03 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 5,351 | $808.14 | $4,324,357.14 |
DisclosureSEC source: 0001127602-22-003036 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,489 F3 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 23:03 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 6,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003036 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,840 F1 · shares: Reflects a 2018 BlackRock Performance Incentive Plan award value of $1,949,817 converted to 4,752 Restricted Stock Units by dividing the award value by $410.315, which was the average of the high and low price per share of Common Stock on January 17, 2019. As outlined in BlackRock's 2019 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 141% of the original award. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 23:10 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 2,374 | $832.07 | $1,975,334.18 |
DisclosureSEC source: 0001127602-22-001747 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,140 F1 · shares: Reflects an award value of $1,975,000 converted to a number of Restricted Stock Units by dividing the approved award value by $832.07, which was the average of the high and low price per share of Common Stock on January 18, 2022. This grant was approved by the Management Development and Compensation Committee on January 12, 2022. Restricted Stock Units vest in equal installments on 1/31/23, 1/31/24 and 1/31/25. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 23:30 UTC | BlackRock Inc. BLK · Entity 12961 | GrantEmployee Stock Option (Right to Buy) · Derivative | 108,190 | $0.00 Strike: $513.50 | $0.00 |
DisclosureSEC source: 0001127602-22-001541 · form4.xml · derivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,190 Underlying: Common Stock · 108,190 shares Expires 2026-12-04 F1 · kind: Reflects stock options granted to the reporting person on December 4, 2017. As disclosed in BlackRock's 2018 Proxy Statement, these options are subject to both performance and time vesting requirements. At a meeting held on January 12, 2022, the Management Development & Compensation Committee certified that certain performance criteria, which are conditions for the vesting of the number of options granted (108,190), were satisfied. However, these options are not currently exercisable and remain subject to the time-based vesting requirements described below. F2 · derivative.exercise_date: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024. Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 21:12 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 175 | $884.50 | $154,786.63 |
DisclosureSEC source: 0001127602-21-022133 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,766 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| April 16, 2021 Filed Apr 16, 2021 21:11 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 1,725 | $812.53 | $1,401,608.73 |
DisclosureSEC source: 0001209191-21-026994 · doc4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,941 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 00:04 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 1,500 | $730.30 | $1,095,445.35 |
DisclosureSEC source: 0001127602-21-004068 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,666 F1 · price: This transaction was executed in multiple trades at prices ranging from $730.2288 to $730.655. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 23:19 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 3,199 | $701.26 | $2,243,330.74 |
DisclosureSEC source: 0001127602-21-003546 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,166 F3 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 23:19 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 2,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003546 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,365 F1 · shares: Reflects a 2017 BlackRock Performance Incentive Plan award value of $1,499,933 converted to 2,648 Restricted Stock Units by dividing the award value by $566.44, which was the average of the high and low price per share of Common Stock on January 16, 2018. As outlined in BlackRock's 2018 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 102.4% of the original award. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 15, 2021 Filed Jan 16, 2021 02:36 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 2,334 | $739.22 | $1,725,339.48 |
DisclosureSEC source: 0001127602-21-001824 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,653 F1 · shares: Reflects an award value of $1,725,000 converted to a number of Restricted Stock Units by dividing the approved award value by $739.22, which was the average of the high and low price per share of Common Stock on January 15, 2021. This grant was approved by the Management Development and Compensation Committee on January 13, 2021. Restricted Stock Units vest in equal installments on 1/31/22, 1/31/23 and 1/31/24. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 25, 2020 Filed Nov 27, 2020 21:27 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 290 | $698.71 | $202,625.90 |
DisclosureSEC source: 0001127602-20-030088 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,319 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 23:47 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 1,372 | $627.77 | $861,304.83 |
DisclosureSEC source: 0001127602-20-027628 · form4.xml · nonDerivative · entry 3 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,609 F4 · price: This transaction was executed in multiple trades at prices ranging from $627.20 to $628.20. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 23:47 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 756 | $626.43 | $473,583.12 |
DisclosureSEC source: 0001127602-20-027628 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,981 F3 · price: This transaction was executed in multiple trades at prices ranging from $626.10 to $626.79. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 23:47 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 1,722 | $625.44 | $1,077,002.69 |
DisclosureSEC source: 0001127602-20-027628 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,737 F1 · price: This transaction was executed in multiple trades at prices ranging from $625.05 to $626.00. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:24 UTC | BlackRock Inc. BLK · Entity 12961 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023169 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,459 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:24 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 360 | $583.20 | $209,950.20 |
DisclosureSEC source: 0001127602-20-023169 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,959 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| April 29, 2020 Filed Apr 29, 2020 21:32 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 1,137 | $506.96 | $576,410.56 |
DisclosureSEC source: 0001127602-20-014682 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,319 F3 · price: This transaction was executed in multiple trades at prices ranging from $506.8463 to $507.2. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 21:32 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 684 | $490.17 | $335,273.82 |
DisclosureSEC source: 0001127602-20-014682 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,456 F1 · price: This transaction was executed in multiple trades at prices ranging from $490.11 to $490.285. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 22:57 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 1,750 | $542.77 | $949,843.65 |
DisclosureSEC source: 0001127602-20-004404 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,140 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| February 06, 2020 Filed Feb 7, 2020 22:57 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 2,000 | $541.33 | $1,082,660.20 |
DisclosureSEC source: 0001127602-20-004404 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,890 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 23:53 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 4,931 | $539.69 | $2,661,211.39 |
DisclosureSEC source: 0001127602-20-003655 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,890 F3 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 23:53 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 5,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003655 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,821 F1 · shares: Reflects a 2016 BlackRock Performance Incentive Plan award value of $1,949,643 converted to 5,196 Restricted Stock Units by dividing the award value by $375.22, which was the average of the high and low price per share of Common Stock on January 17, 2017. As outlined in BlackRock's 2017 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 110.9% of original award. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 23:20 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 2,858 | $533.58 | $1,524,971.64 |
DisclosureSEC source: 0001127602-20-002105 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,059 F1 · shares: Reflects an award value of $1,525,000 converted to a number of Restricted Stock Units by dividing the approved award value by $533.58, which was the average of the high and low price per share of Common Stock on January 16, 2020. This grant was approved by the Management Development and Compensation Committee on January 14, 2020. Restricted Stock Units vest in equal installments on 1/31/21, 1/31/22 and 1/31/23. F2 · balance_after: Includes Common Stock and Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 18:56 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011726 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,563 F3 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F4 · balance_after: The reported amount consists of 8,891 restricted stock units and 66,672 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| February 20, 2019 Filed Mar 18, 2019 18:56 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011726 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,113 F1 · shares: Represents a bona fide gift of 15,000 shares of Common Stock to a charitable organization. F2 · balance_after: The reported amount consists of 4,441 restricted stock units and 66,672 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 23:32 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 5,057 | $408.33 | $2,064,924.81 |
DisclosureSEC source: 0001127602-19-003530 · form4.xml · nonDerivative · entry 2 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,201 F3 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligation on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 23:32 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 5,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003530 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,258 F1 · shares: Reflects a 2016 BlackRock Performance Incentive Plan award value of $1,699,729 converted to 5,740 Restricted Stock Units by dividing the award value by $296.12, which was the average of the high and low price per share of Common Stock on January 19, 2016). As outlined in BlackRock's 2016 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 100.6% of original award. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 23:44 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 3,717 | $410.32 | $1,525,140.86 |
DisclosureSEC source: 0001127602-19-002503 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,484 F1 · shares: Reflects an award value of $1,525,000 converted to a number of Restricted Stock Units by dividing the approved award value by $410.315, which was the average of the high and low price per share of Common Stock on January 17, 2019. This grant was approved by the Management Development and Compensation Committee on January 14, 2019. Restricted Stock Units vest in equal installments on 1/31/20, 1/31/21 and 1/31/22. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that vest over a period of 1 to 3 years. Restricted Stock Units are payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 18:25 UTC | PNMAC Holdings, Inc. PFSI · Entity 162615 | GrantClass A Common Stock | 3,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011092 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,557 F1 · shares: The Reporting Person was granted 3,975 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting. F2 · balance_after: The reported amount consists of 11,642 restricted stock units and 19,915 shares of Class A Common Stock. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock upon vesting. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:44 UTC | PNMAC Holdings, Inc. PFSI · Entity 162615 | GrantClass A Common Stock | 5,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010712 · form4.xml · nonDerivative · entry 1 Wiedman Mark · CIK 0001469164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,582 F1 · shares: The Reporting Person was granted 5,373 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting. F2 · balance_after: The reported amount consists of 17,945 restricted share units and 9,637 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.