Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Director | August 11, 2026 | August 14, 2026 |
| PennyMac Mortgage Investment TrustPMT · Entity 899 | Director | February 23, 2026 | February 26, 2026 |
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.
CONSUMER PORTFOLIO SERVICES, INC.
Report date August 11, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.20 · Expires 2033-08-11 | Direct | 30,000 |
Reported balance
After 2026-08-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 30,000 · Balance 30,000 F1: Issued in consideration of the named person's services to the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Issued in consideration of the named person's services to the issuer.
PennyMac Mortgage Investment Trust
Report date February 23, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 27,871.61 |
Reported balance
After 2026-02-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 10,699 · Balance 27,871.61 F1: The Reporting Person was granted restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full 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 18,494 restricted share units and 9,377.61 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. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectRevocable Living Trust | 3,219 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,219 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSchwab CBP LP | 5,938 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,938 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSchwab IRA | 15,300 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,300 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSchwab Roth IRA | 8,222 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 8,222 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSchwab SEP IRA | 6,151 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 6,151 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectUBS CBP LP | 10,274 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 10,274 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectUBS IRA | 18,055 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 18,055 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectWells Roth IRA | 4,548 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 4,548 |
| Series A Preferred StockSEC Table I · non-derivative | IndirectRevocable Living Trust | 141 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 141 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full 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 18,494 restricted share units and 9,377.61 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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 14, 2026 00:03 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $9.20 | Not disclosed |
DisclosureSEC source: 0001683168-26-006353 · ownership.xml · derivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2033-08-11 F1 · price: Issued in consideration of the named person's services to the issuer. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:06 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 10,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000004 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,871.61 F1 · shares: The Reporting Person was granted restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full 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 18,494 restricted share units and 9,377.61 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 |
| February 24, 2025 Filed Feb 27, 2025 02:31 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007044 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,172.61 F1 · shares: The Reporting Person was granted restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full 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 15,455 restricted share units and 1,717.61 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 |
| March 12, 2024 Filed Mar 14, 2024 21:49 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010161 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,377.61 F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with his service as a Trustee. The restricted share units, which vest in full 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 7,660 restricted share units and 1,717.61 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 |
| March 01, 2024 Filed Mar 5, 2024 22:13 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 8,058 | $14.20 | $114,426.82 |
DisclosureSEC source: 0001127602-24-008606 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,717.61 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $14.19 to $14.21. the reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Shares of Beneficial Interest and the prices at which the transactions were effected. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:39 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,786 | $13.75 | $24,557.50 |
DisclosureSEC source: 0001127602-24-006407 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,775.61 F1 · balance_after: The reported amount consists of 8,058 restricted share units and 1,717.61 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 |
| December 14, 2023 Filed Dec 18, 2023 23:09 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 35,000 | $15.40 | $539,000.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 8 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Indirect · UBS IRA Disclosed balance after: 18,055 Read SEC document |
| October 02, 2023 Filed Dec 18, 2023 23:09 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | OtherCommon Shares of Beneficial Interest | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 10 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Revocable Living Trust Disclosed balance after: 3,219 Read SEC document |
| September 29, 2023 Filed Dec 18, 2023 23:09 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | OtherCommon Shares of Beneficial Interest | 1,717.61 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,561.61 F1 · balance_after: The reported amount consists of 9,844 restricted share units and 1,717.61 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 |
| September 26, 2023 Filed Dec 18, 2023 23:09 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | OtherSeries A Preferred Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029882 · form4.xml · nonDerivative · entry 9 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Plan reported Ownership: Indirect · Revocable Living Trust Disclosed balance after: 141 Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 21:23 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 6,704 | $13.23 | $88,665.09 |
DisclosureSEC source: 0001127602-23-019572 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,844 F1 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| March 07, 2023 Filed Mar 10, 2023 00:12 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,420 | $13.15 | $18,673.00 |
DisclosureSEC source: 0001127602-23-009686 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,548 F1 · shares: These shares of Common Stock were sold pursuant to a 10b5-1 Plan. F2 · balance_after: The reported amount consists of 9,844 restricted share units and 6,704 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 |
| February 28, 2023 Filed Mar 3, 2023 01:59 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008514 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,968 F1 · shares: The Reporting Person was granted 8,058 restricted share units. The restricted share units, which vest in full 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 11,264 restricted share units and 6,704 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 |
| February 22, 2023 Filed Feb 23, 2023 02:09 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,786 | $13.49 | $24,093.14 |
DisclosureSEC source: 0001127602-23-006596 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,910 F1 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:22 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,420 | $15.75 | $22,365.00 |
DisclosureSEC source: 0001127602-22-008779 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,696 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 02:48 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 6,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007501 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,116 F1 · shares: The Reporting Person was granted 6,704 restricted share units. The restricted share units, which vest in full 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: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 21:44 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,785 | $15.71 | $28,042.35 |
DisclosureSEC source: 0001127602-22-006586 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,412 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 01:56 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,494 | $15.88 | $23,724.72 |
DisclosureSEC source: 0001127602-22-005617 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,197 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| October 25, 2021 Filed Oct 27, 2021 22:11 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 4,796 | $20.33 | $97,502.68 |
DisclosureSEC source: 0001127602-21-027720 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,664 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 9,691 restricted share units and 33,973 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 |
| September 27, 2021 Filed Sep 29, 2021 22:24 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 2,250 | $20.00 | $45,000.00 |
DisclosureSEC source: 0001127602-21-026062 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Carnahan Black Pearl Partnership Disclosed balance after: 20,008 Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 00:34 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,419 | $19.92 | $28,268.04 |
DisclosureSEC source: 0001127602-21-019133 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,110 Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 22:24 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,645 | $19.70 | $32,406.50 |
DisclosureSEC source: 0001127602-21-011170 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,529 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 9,691 restricted share units and 49,838 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 |
| February 17, 2021 Filed Feb 19, 2021 21:44 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006774 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,174 F1 · shares: The Reporting Person was granted 5,357 restricted share units. The restricted share 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 common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 12,755 restricted share units and 48,419 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 |
| February 16, 2021 Filed Feb 18, 2021 00:38 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 100 | $18.91 | $1,891.00 |
DisclosureSEC source: 0001127602-21-006402 · form4.xml · nonDerivative · entry 3 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,817 F3 · balance_after: The reported amount consists of 7,398 restricted share units and 48,419 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 |
| February 16, 2021 Filed Feb 18, 2021 00:38 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 194 | $18.91 | $3,667.90 |
DisclosureSEC source: 0001127602-21-006402 · form4.xml · nonDerivative · entry 2 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,917 F2 · balance_after: The reported amount consists of 7,398 restricted share units and 48,519 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 |
| February 16, 2021 Filed Feb 18, 2021 00:38 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,200 | $18.90 | $22,680.00 |
DisclosureSEC source: 0001127602-21-006402 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,111 F1 · balance_after: The reported amount consists of 7,398 restricted share units and 48,713 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 |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 400 | $6.36 | $2,544.00 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 12 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,919 F4 · balance_after: The reported amount consists of 8,892 restricted share units and 61,027 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 |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 100 | $6.38 | $637.90 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 11 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,519 F3 · balance_after: The reported amount consists of 8,892 restricted share units and 60,627 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 |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 325 | $6.45 | $2,096.25 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 10 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,419 F2 · balance_after: The reported amount consists of 8,892 restricted share units and 60,527 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 |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 175 | $6.45 | $1,128.23 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 9 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,094 F1 · balance_after: The reported amount consists of 8,892 restricted share units and 60,202 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 |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 4,500 | $6.75 | $30,375.00 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 8 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UBS IRA Disclosed balance after: 27,500 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 1,000 | $5.35 | $5,347.60 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 7 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 12,700 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 1,000 | $5.48 | $5,477.60 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 6 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 11,700 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 500 | $5.92 | $2,960.00 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 5 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 10,700 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 500 | $5.92 | $2,958.25 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 4 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 10,200 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 500 | $6.35 | $3,175.05 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 3 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 9,700 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 1,000 | $6.43 | $6,425.20 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 2 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 9,200 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 23:52 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 1,000 | $6.48 | $6,475.00 |
DisclosureSEC source: 0001127602-20-011568 · form4.xml · nonDerivative · entry 1 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab IRA Disclosed balance after: 8,200 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 3,000 | $6.81 | $20,415.00 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 23 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UBS IRA Disclosed balance after: 23,000 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 15,000 | $7.03 | $105,480.00 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 22 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UBS IRA Disclosed balance after: 20,000 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 5,000 | $7.85 | $39,250.00 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 21 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · UBS IRA Disclosed balance after: 5,000 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 950 | $6.56 | $6,227.25 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 20 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wells Roth IRA Disclosed balance after: 950 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 2 | $6.93 | $13.86 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 19 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 3,222 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 420 | $6.87 | $2,883.30 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 18 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 3,220 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 600 | $6.90 | $4,140.00 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 17 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 2,800 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 27 | $6.81 | $183.87 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 16 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 2,200 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 200 | $6.78 | $1,356.00 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 15 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 2,173 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 200 | $6.77 | $1,354.00 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 14 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 1,973 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 303 | $6.76 | $2,048.28 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 13 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 1,773 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 01:16 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | PurchaseCommon Shares of Beneficial Interest | 270 | $6.76 | $1,824.39 |
DisclosureSEC source: 0001127602-20-011368 · form4.xml · nonDerivative · entry 12 Carnahan Scott W. · CIK 0001469228 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab Roth IRA Disclosed balance after: 1,470 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.