Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PennyMac Mortgage Investment TrustPMT · Entity 899 | Director | February 23, 2026 | February 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PennyMac Mortgage Investment Trust
Report date February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 44,833 |
Reported balance
After 2026-02-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-23 · Grant · Acquired 10,699 · Balance 44,833 F1: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2: The reported amount consists of 18,494 restricted share units and 26,339 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting.
F2: The reported amount consists of 18,494 restricted share units and 26,339 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 19:49 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 10,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001464423-26-000016 · form4.xml · nonDerivative · entry 1 Schultz Renee · CIK 0001860015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,833 F1 · shares: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 18,494 restricted share units and 26,339 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 26, 2025 21:39 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007054 · form4.xml · nonDerivative · entry 1 Schultz Renee · CIK 0001860015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,134 F1 · shares: The Reporting Person was granted restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 15,455 restricted share units and 18,679 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 18:05 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 7,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010176 · form4.xml · nonDerivative · entry 1 Schultz Renee · CIK 0001860015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,339 F1 · shares: The Reporting Person was granted 7,660 restricted share units in connection with her service as a Trustee. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 8,966 restricted share units and 17,373 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:13 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008528 · form4.xml · nonDerivative · entry 1 Schultz Renee · CIK 0001860015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,679 F1 · shares: The Reporting Person was granted 8,058 restricted share units. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: The reported amount consists of 10,670 restricted share units and 8,009 common shares of beneficial interest. The restricted share units are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:44 UTC | PennyMac Mortgage Investment Trust PMT · Entity 899 | GrantCommon Shares of Beneficial Interest | 6,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007496 · form4.xml · nonDerivative · entry 1 Schultz Renee · CIK 0001860015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,621 F1 · shares: The Reporting Person was granted 6,704 restricted share units. The restricted share units, which vest in full on the first anniversary of the grant date, are to be settled in an equal number of common shares of beneficial interest upon vesting. F2 · balance_after: Represents restricted share units, which are to be settled in an equal number of common shares of beneficial interest upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.