Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PennyMac Mortgage Investment TrustPMT · Entity 899 | Director | February 23, 2017 | February 27, 2017 |
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.
PennyMac Mortgage Investment Trust
Report date February 23, 2017 · Filed February 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 31,118 |
Reported balance
After 2017-02-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-23 · Grant · Acquired 5,105 · Balance 31,118 F1: The Reporting Person was granted 5,105 restricted share units. The restricted share units, which vest in three equal annual installments beginning on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2: The reported amount consists of 12,591 restricted share units and 18,527 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 5,105 restricted share units. The restricted share units, which vest in three equal annual installments beginning on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.
F2: The reported amount consists of 12,591 restricted share units and 18,527 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.
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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 27, 2017 23:42 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008752 · form4.xml · nonDerivative · entry 1 HALVORSEN CLAY A · CIK 0001202210 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,118 F1 · shares: The Reporting Person was granted 5,105 restricted share units. The restricted share units, which vest in three equal annual installments beginning on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 12,591 restricted share units and 18,527 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.