Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PennyMac Financial Services, Inc.PFSI · Entity 4100 | Chief Revenue Officer | February 28, 2026 | March 03, 2026 |
| PennyMac Mortgage Investment TrustPMT · Entity 899 | Chief Revenue 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.
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 | 8,656 |
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 300 · Balance 8,656 F1: Represents shares withheld for taxes upon vesting of restricted stock units. F2: The reported amount consists of 5,330 restricted stock units and 3,326 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 reported amount consists of 5,330 restricted stock units and 3,326 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 | 40,745 |
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 484 · Balance 40,745 F1: Represents shares withheld for taxes upon vesting of restricted share units. F2: The reported amount consists of 16,669 restricted stock units and 24,076 shares of Common Shares of Beneficial Interest. 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 share units.
F2: The reported amount consists of 16,669 restricted stock units and 24,076 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 16, 2026 17:47 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 484 | $11.89 | $5,754.76 |
DisclosureSEC source: 0001464423-26-000070 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,745 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 16,669 restricted stock units and 24,076 shares of Common Shares of Beneficial Interest. 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 18:21 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 300 | $91.93 | $27,579.00 |
DisclosureSEC source: 0001745916-26-000102 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,656 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 5,330 restricted stock units and 3,326 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 26, 2026 20:35 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 468 | $12.15 | $5,686.20 |
DisclosureSEC source: 0001464423-26-000048 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,229 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 17,975 restricted stock units and 23,254 shares of Common Shares of Beneficial Interest. 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 26, 2026 20:16 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 204 | $90.33 | $18,427.32 |
DisclosureSEC source: 0001745916-26-000090 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,956 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 6,139 restricted stock units and 2,817 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 23, 2026 Filed Feb 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · derivative · entry 9 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 2,056 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 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%. F2 · 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%. F2 · 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 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · derivative · entry 8 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,056 Underlying: Common Shares of Beneficial Interest · 2,056 shares Expires not disclosed F2 · 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%. F2 · 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%. F2 · 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 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionPerformance-Based Restricted Share Units · Derivative | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · derivative · entry 7 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,263 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 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%. F1 · 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%. F1 · 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 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantPerformance-Based Restricted Share Units · Derivative | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · derivative · entry 6 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,263 Underlying: Common Shares of Beneficial Interest · 1,263 shares Expires not disclosed F1 · 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%. F1 · 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%. F1 · 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 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 11,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 5 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,697 F4 · 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 the grant, are to be settled in an equal number of shares of Common Stock upon vesting. F5 · balance_after: The reported amount consists of 20,101 restricted stock units and 21,596 shares of Common Shares of Beneficial Interest. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 501 | $12.29 | $6,157.29 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 4 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,586 F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 308 | $12.29 | $3,785.32 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 3 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,087 F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 2 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,395 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 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 25, 2026 20:08 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Exercise / conversionCommon Shares of Beneficial Interest | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000031 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,339 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 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 20, 2026 Filed Feb 24, 2026 18:49 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000076 · form4.xml · derivative · entry 4 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,054 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 18:49 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000076 · form4.xml · derivative · entry 3 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,054 Underlying: Common Stock · 2,054 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 18:49 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 565 | $94.33 | $53,296.45 |
DisclosureSEC source: 0001745916-26-000076 · form4.xml · nonDerivative · entry 2 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,160 F2 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. F3 · balance_after: The reported amount consists of 7,065 restricted stock units and 2,095 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 18:49 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000076 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,725 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 19:57 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 171 | $92.01 | $15,733.71 |
DisclosureSEC source: 0001745916-26-000060 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,671 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 7,065 restricted stock units and 606 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 19:02 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantNonstatutory Stock Option (Right to Buy) · Derivative | 7,530 | $0.00 Strike: $91.49 | $0.00 |
DisclosureSEC source: 0001745916-26-000044 · form4.xml · derivative · entry 2 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,530 Underlying: Common Stock · 7,530 shares Expires 2036-02-11 F3 · derivative.exercise_date: This nonstatutory stock option to purchase 7,530 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 19:02 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000044 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,842 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 the grant, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 7,842 restricted stock units. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 17:16 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 2,669 | $102.55 | $273,705.95 |
DisclosureSEC source: 0001127602-25-010376 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,878 F1 · price: The price reported is the weighted average price of multiple transactions ranging from $102.35 to 102.66. 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 4,878 restricted stock units. 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 19:01 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | Tax withholdingCommon Shares of Beneficial Interest | 288 | $14.33 | $4,127.04 |
DisclosureSEC source: 0001127602-25-009396 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,076 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 8,990 restricted stock units and 19,086 shares of Common Shares of Beneficial Interest. 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 4, 2025 19:41 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 178 | $102.09 | $18,172.02 |
DisclosureSEC source: 0001127602-25-008088 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,547 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 4,878 restricted stock units and 2,669 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 25, 2025 21:39 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 204 | $101.25 | $20,655.00 |
DisclosureSEC source: 0001127602-25-006778 · form4.xml · nonDerivative · entry 2 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,725 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 5,687 restricted stock units and 2,038 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 23, 2025 Filed Feb 25, 2025 21:39 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 373 | $101.25 | $37,766.25 |
DisclosureSEC source: 0001127602-25-006778 · form4.xml · nonDerivative · entry 1 Tidmore Abbie · CIK 0002058066 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,929 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.