Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 70,282 |
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 70,282 F1: The Reporting Person was granted restricted share units in connection with her 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 51,788 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 restricted share units in connection with her 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 51,788 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HOLOGIC INC
Report date April 07, 2026 · Filed April 09, 2026
Section 16 reporting ended · disclosed 2026-04-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-07 transaction · row 1
1 source rowRow 1 · 2026-04-07 · Disposition to issuer · Disposed 8,358 · Balance 0 F1: Includes 3,436 restricted stock units, the settlement of which has been deferred pursuant to Hologic's Deferred Equity Plan. F2: Pursuant to the Agreement and Plan of Merger, dated as of October 21, 2025 (the "Merger Agreement"), by and among Hologic, Inc. ("Hologic" or "Company"), Hopper Parent Inc., a Delaware corporation ("Parent"), and Hopper Merger Sub Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of Hologic common stock, par value $0.01 ("Company Common Stock"), was converted into the right to receive (x) $76.00 per share in cash, without interest (the "Cash Consideration") and (y) one (1) contingent value right, which represents the right to receive up to $3.00 in cash, when and if payable (each, a "CVR") (the consideration contemplated by clauses (x) and (y), together, the "Merger Consideration"). F3: At the Effective Time, each time-vesting restricted stock unit award (a "Company RSU Award") held directly by the reporting person was converted into the right to receive the Merger Consideration in respect of each share of Company Common Stock underlying the Company RSU Award. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Company Common Stock. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $74.81 · Expires 2033-01-02 | Direct | 0 |
Reported balance
After 2026-04-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-07 · Disposition to issuer · Disposed 768 · Balance 0 F4: For Footnote (4), see Remarks below. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.49 · Expires 2033-03-09 | Direct | 0 |
Reported balance
After 2026-04-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-07 · Disposition to issuer · Disposed 4,210 · Balance 0 F4: For Footnote (4), see Remarks below. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $76.32 · Expires 2034-03-07 | Direct | 0 |
Reported balance
After 2026-04-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-07 · Disposition to issuer · Disposed 4,536 · Balance 0 F4: For Footnote (4), see Remarks below. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $64.36 · Expires 2035-02-26 | Direct | 0 |
Reported balance
After 2026-04-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-07 · Disposition to issuer · Disposed 5,535 · Balance 0 F4: For Footnote (4), see Remarks below. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,436 restricted stock units, the settlement of which has been deferred pursuant to Hologic's Deferred Equity Plan.
F2: Pursuant to the Agreement and Plan of Merger, dated as of October 21, 2025 (the "Merger Agreement"), by and among Hologic, Inc. ("Hologic" or "Company"), Hopper Parent Inc., a Delaware corporation ("Parent"), and Hopper Merger Sub Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of Hologic common stock, par value $0.01 ("Company Common Stock"), was converted into the right to receive (x) $76.00 per share in cash, without interest (the "Cash Consideration") and (y) one (1) contingent value right, which represents the right to receive up to $3.00 in cash, when and if payable (each, a "CVR") (the consideration contemplated by clauses (x) and (y), together, the "Merger Consideration").
F3: At the Effective Time, each time-vesting restricted stock unit award (a "Company RSU Award") held directly by the reporting person was converted into the right to receive the Merger Consideration in respect of each share of Company Common Stock underlying the Company RSU Award. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Company Common Stock.
F4: For Footnote (4), see Remarks below.
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 |
|---|---|---|---|---|---|---|
| April 07, 2026 Filed Apr 9, 2026 21:19 UTC | HOLOGIC INC HOLX · Entity 12463 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 5,535 | Not disclosed Strike: $64.36 | Not disclosed |
DisclosureSEC source: 0000859737-26-000075 · form4.xml · derivative · entry 5 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,535 shares Expires 2035-02-26 F4 · price: For Footnote (4), see Remarks below. F4 · derivative.exercise_date: For Footnote (4), see Remarks below. Read SEC document |
| April 07, 2026 Filed Apr 9, 2026 21:19 UTC | HOLOGIC INC HOLX · Entity 12463 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 4,536 | Not disclosed Strike: $76.32 | Not disclosed |
DisclosureSEC source: 0000859737-26-000075 · form4.xml · derivative · entry 4 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,536 shares Expires 2034-03-07 F4 · price: For Footnote (4), see Remarks below. F4 · derivative.exercise_date: For Footnote (4), see Remarks below. Read SEC document |
| April 07, 2026 Filed Apr 9, 2026 21:19 UTC | HOLOGIC INC HOLX · Entity 12463 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 4,210 | Not disclosed Strike: $78.49 | Not disclosed |
DisclosureSEC source: 0000859737-26-000075 · form4.xml · derivative · entry 3 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,210 shares Expires 2033-03-09 F4 · price: For Footnote (4), see Remarks below. F4 · derivative.exercise_date: For Footnote (4), see Remarks below. Read SEC document |
| April 07, 2026 Filed Apr 9, 2026 21:19 UTC | HOLOGIC INC HOLX · Entity 12463 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 768 | Not disclosed Strike: $74.81 | Not disclosed |
DisclosureSEC source: 0000859737-26-000075 · form4.xml · derivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 768 shares Expires 2033-01-02 F4 · price: For Footnote (4), see Remarks below. F4 · derivative.exercise_date: For Footnote (4), see Remarks below. Read SEC document |
| April 07, 2026 Filed Apr 9, 2026 21:19 UTC | HOLOGIC INC HOLX · Entity 12463 | Disposition to issuerCommon Stock | 8,358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000859737-26-000075 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 3,436 restricted stock units, the settlement of which has been deferred pursuant to Hologic's Deferred Equity Plan. F2 · price: Pursuant to the Agreement and Plan of Merger, dated as of October 21, 2025 (the "Merger Agreement"), by and among Hologic, Inc. ("Hologic" or "Company"), Hopper Parent Inc., a Delaware corporation ("Parent"), and Hopper Merger Sub Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of Hologic common stock, par value $0.01 ("Company Common Stock"), was converted into the right to receive (x) $76.00 per share in cash, without interest (the "Cash Consideration") and (y) one (1) contingent value right, which represents the right to receive up to $3.00 in cash, when and if payable (each, a "CVR") (the consideration contemplated by clauses (x) and (y), together, the "Merger Consideration"). F3 · price: At the Effective Time, each time-vesting restricted stock unit award (a "Company RSU Award") held directly by the reporting person was converted into the right to receive the Merger Consideration in respect of each share of Company Common Stock underlying the Company RSU Award. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Company Common Stock. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:27 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantCommon Stock | 3,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000859737-26-000029 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,358 F1 · shares: Represents restricted stock units which vest on the date of the 2027 Annual Meeting of Stockholders and are settled in shares of common stock. F2 · price: Restricted stock units are settled in shares of common stock on a one-for-one basis. F3 · balance_after: Includes 3,436 restricted stock units, the settlement of which has been deferred pursuant to the Issuer's Deferred Equity Plan. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:51 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 10,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000018 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,282 F1 · shares: The Reporting Person was granted restricted share units in connection with her 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 51,788 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 26, 2025 Filed Feb 28, 2025 21:26 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 5,535 | $0.00 Strike: $64.36 | $0.00 |
DisclosureSEC source: 0001127602-25-007269 · form4.xml · derivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,535 Underlying: Common Stock · 5,535 shares Expires 2035-02-26 F4 · derivative.exercise_date: Options become exercisable on the date of the 2026 Annual Meeting of Stockholders. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:26 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantCommon Stock | 1,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-007269 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,168 F1 · shares: Represents restricted stock units which vest on the date of the 2026 Annual Meeting of Stockholders and are settled in shares of common stock. F2 · price: Restricted stock units are settled in shares of common stock on a one-for-one basis. F3 · balance_after: Includes 3,436 restricted stock units, the settlement of which has been deferred pursuant to the Issuer's Deferred Equity Plan. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:41 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007056 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,583 F1 · shares: The Reporting Person was granted restricted share units in connection with her 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 44,128 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 22:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010179 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,788 F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her 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 44,128 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 07, 2024 Filed Mar 11, 2024 22:03 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,536 | $0.00 Strike: $76.32 | $0.00 |
DisclosureSEC source: 0001127602-24-009449 · form4.xml · derivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,536 Underlying: Common Stock · 4,536 shares Expires 2034-03-07 F4 · derivative.exercise_date: Options become exercisable on the date of the 2025 Annual Meeting of Stockholders. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:03 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantCommon Stock | 1,572 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-009449 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,304 F1 · shares: Represents restricted stock units which vest on the date of the 2025 Annual Meeting of Stockholders and are settled in shares of common stock. F2 · price: Restricted stock units are settled in shares of common stock on a one-for-one basis. F3 · balance_after: Includes 1,572 restricted stock units, the settlement of which has been deferred pursuant to the Issuer's Deferred Equity Plan. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:42 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 839 | $13.75 | $11,536.25 |
DisclosureSEC source: 0001127602-24-006412 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,128 F1 · balance_after: The reported amount consists of 8,058 restricted share units and 30,070 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 09, 2023 Filed Mar 13, 2023 20:21 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,210 | $0.00 Strike: $78.49 | $0.00 |
DisclosureSEC source: 0001127602-23-009877 · form4.xml · derivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 Underlying: Common Stock · 4,210 shares Expires 2033-03-09 F3 · derivative.exercise_date: Options become exercisable on the date of the 2024 Annual Meeting of Stockholders. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:21 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantCommon Stock | 1,465 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-009877 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,732 F1 · kind: Represents restricted stock units which vest on the date of the 2024 Annual Meeting of Stockholders and are settled in shares of common stock. F2 · price: Restricted stock units are settled in shares of common stock on a one-for-one basis. Read SEC document |
| March 07, 2023 Filed Mar 10, 2023 00:14 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 668 | $13.15 | $8,784.20 |
DisclosureSEC source: 0001127602-23-009688 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,967 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 35,123 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 02:09 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008524 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,635 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 34,371 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 21, 2023 Filed Feb 23, 2023 02:07 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 839 | $13.88 | $11,645.32 |
DisclosureSEC source: 0001127602-23-006594 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,577 F1 · balance_after: The reported amount consists of 9,910 restricted share units and 27,667 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 |
| January 02, 2023 Filed Jan 4, 2023 21:34 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 768 | $0.00 Strike: $74.81 | $0.00 |
DisclosureSEC source: 0001127602-23-000516 · form4.xml · derivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768 Underlying: Common Stock · 768 shares Expires 2033-01-02 F3 · derivative.exercise_date: Options become exercisable on the date of the 2023 Annual Meeting of Stockholders. Read SEC document |
| January 02, 2023 Filed Jan 4, 2023 21:34 UTC | HOLOGIC INC HOLX · Entity 12463 | GrantCommon Stock | 267 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-000516 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267 F1 · kind: Represents restricted stock units which vest on the date of the 2023 Annual Meeting of Stockholders and are settled in shares of common stock. F2 · price: Restricted stock units are settled in shares of common stock on a one-for-one basis. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:20 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 688 | $15.75 | $10,836.00 |
DisclosureSEC source: 0001127602-22-008775 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,416 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 11,696 restricted share units and 26,720 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 25, 2022 Filed Mar 2, 2022 02:49 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 6,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007502 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,104 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: The reported amount consists of 13,116 restricted share units and 25,988 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 15, 2022 Filed Feb 18, 2022 01:59 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 703 | $15.88 | $11,163.64 |
DisclosureSEC source: 0001127602-22-005622 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,400 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 8,197 restricted share units and 24,203 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 16, 2021 Filed Mar 17, 2021 22:26 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 774 | $19.70 | $15,247.80 |
DisclosureSEC source: 0001127602-21-011173 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,103 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 23,412 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 05, 2021 Filed Mar 9, 2021 23:29 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 667 | $18.74 | $12,499.58 |
DisclosureSEC source: 0001127602-21-009932 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,877 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 11,336 restricted share units and 22,541 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 21:53 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 703 | $19.68 | $13,835.04 |
DisclosureSEC source: 0001127602-21-006796 · form4.xml · nonDerivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,544 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · balance_after: The reported amount consists of 12,755 restricted share units and 21,789 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 21:53 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006796 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,247 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 22,492 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 16, 2020 Filed Mar 19, 2020 01:25 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 774 | $13.83 | $10,704.42 |
DisclosureSEC source: 0001127602-20-011375 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,890 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 8,892 restricted share units and 20,998 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 03, 2020 Filed Mar 5, 2020 23:06 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 4,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009673 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,664 F1 · shares: The Reporting Person was granted 4,259 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 10,537 restricted share units and 20,127 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 26, 2020 Filed Feb 26, 2020 22:53 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 800 | $22.34 | $17,872.00 |
DisclosureSEC source: 0001127602-20-008009 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,405 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 6,278 restricted share units and 20,127 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 14, 2020 Filed Feb 14, 2020 23:31 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 702 | $23.39 | $16,419.78 |
DisclosureSEC source: 0001127602-20-005778 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,205 F1 · shares: These common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 9,473 restricted share units and 17,732 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 10, 2020 Filed Feb 12, 2020 21:45 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,900 | $23.44 | $44,543.22 |
DisclosureSEC source: 0001127602-20-005083 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,907 F1 · balance_after: The reported amount consists of 9,473 restricted share units and 18,434 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 14, 2019 Filed Mar 15, 2019 21:02 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 800 | $20.76 | $16,608.00 |
DisclosureSEC source: 0001127602-19-011573 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,807 F1 · shares: These common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 9,473 restricted share units and 20,334 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 12, 2019 Filed Feb 14, 2019 20:29 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005960 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,607 F1 · shares: The Reporting Person was granted 4,481 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 15,194 restricted share units and 15,413 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, 2018 Filed Mar 13, 2018 22:04 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 4,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011447 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,126 F1 · shares: The Reporting Person was granted 4,934 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 10,713 restricted share units and 15,413 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 26, 2018 Filed Feb 27, 2018 23:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 800 | $17.28 | $13,827.04 |
DisclosureSEC source: 0001127602-18-008842 · form4.xml · nonDerivative · entry 3 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,192 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F5 · price: The price reported is the weighted average price of multiple transactions ranging from $17.26 to $17.34. 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. F6 · balance_after: The reported amount consists of 5,779 restricted share units and 15,413 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 26, 2018 Filed Feb 27, 2018 23:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 638 | $17.29 | $11,031.91 |
DisclosureSEC source: 0001127602-18-008842 · form4.xml · nonDerivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,992 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F3 · price: The price reported is the weighted average price of multiple transactions ranging from $17.26 to $17.33. 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. F4 · balance_after: The reported amount consists of 7,480 restricted share units and 14,512 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 23, 2018 Filed Feb 27, 2018 23:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,116 | $17.16 | $19,150.56 |
DisclosureSEC source: 0001127602-18-008842 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,630 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 8,838 restricted share units and 13,792 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 |
| June 05, 2017 Filed Jun 7, 2017 21:15 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 647 | $17.73 | $11,471.31 |
DisclosureSEC source: 0001127602-17-020822 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,746 F1 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F2 · balance_after: The reported amount consists of 11,213 restricted share units and 12,533 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, 2017 Filed Feb 27, 2017 23:45 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 638 | $16.93 | $10,802.68 |
DisclosureSEC source: 0001127602-17-008762 · form4.xml · nonDerivative · entry 3 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,393 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F5 · price: The price reported is the weighted average price of multiple transactions ranging from $16.86 to $16.97. 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. F6 · balance_after: The reported amount consists of 12,591 restricted share units and 11,802 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 23, 2017 Filed Feb 27, 2017 23:45 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | SaleCommon Shares of Beneficial Interest | 1,116 | $17.09 | $19,072.44 |
DisclosureSEC source: 0001127602-17-008762 · form4.xml · nonDerivative · entry 2 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,031 F3 · shares: The common shares of beneficial interest were sold pursuant to a 10b5-1 plan. F4 · balance_after: The reported amount consists of 12,591 restricted share units and 12,440 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 23, 2017 Filed Feb 27, 2017 23:45 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 5,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008762 · form4.xml · nonDerivative · entry 1 Stewart Stacey D. · CIK 0001469174 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,147 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 13,556common 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.