Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PNMAC Holdings, Inc.PFSI · Entity 162615 | Director | March 09, 2018 | March 12, 2018 |
| PennyMac Financial Services, Inc.PFSI · Entity 4100 | Director | February 11, 2026 | February 13, 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 Holdings, Inc.
Report date March 09, 2018 · Filed March 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,223 |
Reported balance
After 2018-03-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-09 · Grant · Acquired 3,975 · Balance 7,223 F1: The Reporting Person was granted 3,975 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting. F2: The reported amount consists of 7,223 restricted stock units. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 3,975 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting.
F2: The reported amount consists of 7,223 restricted stock units. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock upon vesting.
PennyMac Financial Services, Inc.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,998 |
Reported balance
After 2026-02-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 1,963 · Balance 26,998 F1: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2: The reported amount consists of 3,510 restricted stock units and 23,488 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: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting.
F2: The reported amount consists of 3,510 restricted stock units and 23,488 shares of Common Stock. 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 |
|---|---|---|---|---|---|---|
| February 11, 2026 Filed Feb 13, 2026 18:32 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 1,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001745916-26-000022 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,998 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 3,510 restricted stock units and 23,488 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 14, 2025 Filed Feb 19, 2025 19:27 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 1,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005711 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,035 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 3,401 restricted stock units and 21,634 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 29, 2024 Filed Mar 4, 2024 18:50 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008286 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,488 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 1,854 restricted stock units and 21,634 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, 2023 Filed Feb 28, 2023 20:39 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007673 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,634 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 2,387 restricted stock units and 19,247 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, 2022 Filed Feb 25, 2022 20:42 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006912 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,247 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 4,663 restricted stock units and 14,584 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 25, 2021 Filed Mar 1, 2021 18:29 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008510 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,708 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 6,360 restricted stock units and 10,348 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 26, 2020 Filed Feb 27, 2020 21:24 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008252 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,584 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 11,094 restricted stock units and 3,490 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 15, 2019 Filed Mar 18, 2019 14:53 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011719 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,673 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 9,266 restricted stock units and 2,407 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 09, 2018 Filed Mar 12, 2018 16:17 UTC | PNMAC Holdings, Inc. PFSI · Entity 162615 | GrantClass A Common Stock | 3,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011176 · form4.xml · nonDerivative · entry 1 Tozer Theodore W · CIK 0001712649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,223 F1 · shares: The Reporting Person was granted 3,975 restricted stock units in connection with his service as a director. The restricted stock units, which vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of Class A Common Stock upon vesting. F2 · balance_after: The reported amount consists of 7,223 restricted stock units. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock 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.