Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PNMAC Mortgage Opportunity Fund LPNONE · Entity 177765 | Chief Legal Off. & Secretary | November 19, 2013 | March 16, 2017 |
| PNMAC Mortgage Opportunity Fund, LLCNONE · Entity 177767 | Chief Legal Off. & Secretary | November 19, 2013 | March 16, 2017 |
| PennyMac Financial Services, Inc.PFSI · Entity 4100 | Chief Legal Officer | February 28, 2026 | March 03, 2026 |
| PennyMac Mortgage Investment TrustPMT · Entity 899 | Chief Legal Officer | March 12, 2026 | March 16, 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.
PNMAC Mortgage Opportunity Fund LP
Report date November 19, 2013 · Filed March 16, 2017
This filing explicitly reported no securities owned.
PNMAC Mortgage Opportunity Fund, LLC
Report date November 19, 2013 · Filed March 16, 2017
This filing explicitly reported no securities owned.
PennyMac Financial Services, Inc.
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,010 |
Reported balance
After 2026-02-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-28 · Tax withholding · Disposed 467 · Balance 22,010 F1: Represents shares withheld for taxes upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 20,944 |
Reported balance
After 2026-03-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-03 · Sale · Disposed 1,066 · Balance 20,944 F2: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 23, 2025. F3: The reported amount consists of 5,944 restricted stock units and 15,000 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 shares withheld for taxes upon vesting of restricted stock units.
F2: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 23, 2025.
F3: The reported amount consists of 5,944 restricted stock units and 15,000 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.
PennyMac Mortgage Investment Trust
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 62,539 |
Reported balance
After 2026-03-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-12 · Tax withholding · Disposed 931 · Balance 62,539 F1: Represents shares withheld for taxes upon vesting of restricted share units. F2: The reported amount consists of 18,255 restricted share units and 44,284 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: Represents shares withheld for taxes upon vesting of restricted share units.
F2: The reported amount consists of 18,255 restricted share units and 44,284 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 |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 16, 2026 21:44 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 931 | $11.89 | $11,069.59 |
DisclosureSEC source: 0001464423-26-000068 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,539 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 18,255 restricted share units and 44,284 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, 2026 Filed Mar 3, 2026 19:52 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 1,066 | $87.66 | $93,445.56 |
DisclosureSEC source: 0001745916-26-000106 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,944 F2 · shares: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 23, 2025. F3 · balance_after: The reported amount consists of 5,944 restricted stock units and 15,000 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 28, 2026 Filed Mar 3, 2026 23:50 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 1,026 | $12.26 | $12,578.76 |
DisclosureSEC source: 0001464423-26-000056 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,470 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 20,083 restricted share units and 43,387 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, 2026 Filed Mar 3, 2026 19:52 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 467 | $91.93 | $42,931.31 |
DisclosureSEC source: 0001745916-26-000106 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,010 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 20:14 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 1,903 | $91.50 | $174,124.50 |
DisclosureSEC source: 0001745916-26-000088 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,477 F2 · kind: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 23, 2025. F3 · balance_after: The reported amount consists of 6,861 restricted stock units and 15,616 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 24, 2026 Filed Feb 27, 2026 01:33 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 954 | $12.15 | $11,591.10 |
DisclosureSEC source: 0001464423-26-000046 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,496 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 22,098 restricted share units and 42,398 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, 2026 Filed Feb 26, 2026 20:14 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 345 | $90.33 | $31,163.85 |
DisclosureSEC source: 0001745916-26-000088 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,380 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · derivative · entry 13 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 2,571 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · derivative · entry 12 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,571 Underlying: Common Shares of Beneficial Interest · 2,571 shares Expires not disclosed F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · derivative · entry 11 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,768 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · derivative · entry 10 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,768 Underlying: Common Shares of Beneficial Interest · 1,768 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · derivative · entry 9 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,949 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · derivative · entry 8 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,949 Underlying: Common Shares of Beneficial Interest · 1,949 shares Expires not disclosed F1 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F1 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. F1 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 11,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 7 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,450 F5 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting. F6 · balance_after: The reported amount consists of 24,755 restricted share units and 40,695 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, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 923 | $12.29 | $11,343.67 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 6 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,339 F4 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 635 | $12.29 | $7,804.15 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 5 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,262 F4 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 700 | $12.29 | $8,603.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 4 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,897 F4 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 3 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,597 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 00:54 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 1,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000020 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,258 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 18:35 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000070 · form4.xml · derivative · entry 4 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,130 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. F1 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. F1 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 18:35 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000070 · form4.xml · derivative · entry 3 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,130 Underlying: Common Stock · 2,130 shares Expires not disclosed F1 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. F1 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. F1 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 18:35 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 780 | $94.33 | $73,577.40 |
DisclosureSEC source: 0001745916-26-000070 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,725 F2 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. F3 · balance_after: The reported amount consists of 7,822 restricted stock units and 16,903 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, 2026 Filed Feb 24, 2026 18:35 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000070 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 24, 2023 and vested on February 20, 2026, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2023 through December 31, 2025 resulting in a payout percentage for the award of 37%. Read SEC document |
| February 14, 2026 Filed Feb 18, 2026 19:55 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 388 | $92.01 | $35,699.88 |
DisclosureSEC source: 0001745916-26-000058 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,375 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 7,822 restricted stock units and 15,553 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 12, 2026 Filed Feb 17, 2026 18:59 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantNonstatutory Stock Option (Right to Buy) · Derivative | 7,981 | $0.00 Strike: $91.49 | $0.00 |
DisclosureSEC source: 0001745916-26-000042 · form4.xml · derivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,981 Underlying: Common Stock · 7,981 shares Expires 2036-02-11 F3 · derivative.exercise_date: This nonstatutory stock option to purchase 7,981 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of February 12, 2027, 2028 and 2029, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 18:59 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 3,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000042 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,763 F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 8,763 restricted stock units and 15,000 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 |
| August 25, 2025 Filed Aug 26, 2025 18:05 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 4,750 | $109.56 | $520,410.00 |
DisclosureSEC source: 0001127602-25-020974 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,621 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $109.24 to $109.815. 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 Stock and the prices at which the transactions were effected. F2 · balance_after: The reported amount consists of 5,621 restricted stock units and 15,000 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 |
| July 25, 2025 Filed Jul 28, 2025 18:33 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019686 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,371 F1 · shares: Represents a bona fide gift of shares to a family member. F2 · balance_after: The reported amount consists of 5,621 restricted stock units and 19,750 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 |
| March 12, 2025 Filed Mar 13, 2025 22:58 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 928 | $14.33 | $13,298.24 |
DisclosureSEC source: 0001127602-25-009392 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,309 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 13,644 restricted share units and 36,665 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 04, 2025 Filed Mar 4, 2025 19:40 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 588 | $101.52 | $59,693.76 |
DisclosureSEC source: 0001127602-25-008085 · form4.xml · nonDerivative · entry 3 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,621 F2 · balance_after: The reported amount consists of 5,621 restricted stock units and 20,000 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 28, 2025 Filed Mar 5, 2025 00:00 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 721 | $14.39 | $10,375.19 |
DisclosureSEC source: 0001127602-25-008051 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,237 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 15,471 restricted share units and 35,766 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, 2025 Filed Mar 4, 2025 19:40 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 2,110 | $103.07 | $217,477.70 |
DisclosureSEC source: 0001127602-25-008085 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,209 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 19:40 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 329 | $102.09 | $33,587.61 |
DisclosureSEC source: 0001127602-25-008085 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,319 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 600 | $14.11 | $8,466.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 8 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,958 F6 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F7 · balance_after: The reported amount consists of 17,485 restricted share units and 34,473 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 25, 2025 17:55 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 344 | $101.25 | $34,830.00 |
DisclosureSEC source: 0001127602-25-006686 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,648 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 6,538 restricted stock units and 22,110 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 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 14 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,789 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 13 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,789 Underlying: Common Shares of Beneficial Interest · 1,789 shares Expires not disclosed F4 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F4 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F4 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 12 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,971 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 11 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,971 Underlying: Common Shares of Beneficial Interest · 1,971 shares Expires not disclosed F3 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F3 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. F3 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 10 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 2,257 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · derivative · entry 9 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,257 Underlying: Common Shares of Beneficial Interest · 2,257 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. F2 · derivative.exercise_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. F2 · derivative.expiration_date: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 641 | $14.07 | $9,018.87 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 7 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,558 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 706 | $14.07 | $9,933.42 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 6 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,199 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 808 | $14.07 | $11,368.56 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 5 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,905 F5 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 4 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,713 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 3 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,924 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 02:27 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007039 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,696 F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 17:55 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 917 | $101.25 | $92,846.25 |
DisclosureSEC source: 0001127602-25-006686 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,992 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. 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.