Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PennyMac Financial Services, Inc.PFSI · Entity 4100 | Chief Risk Officer | February 14, 2025 | February 20, 2025 |
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 14, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,637 |
Reported balance
After 2025-02-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-14 · Grant · Acquired 552 · Balance 11,637 F1: 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: The reported amount consists of 2,795 restricted stock units and 8,852 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. |
| Nonstatutory Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $101.76 · Expires 2035-02-13 | Direct | 1,409 |
Reported balance
After 2025-02-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-14 · Grant · Acquired 1,409 · Balance 1,409 F3: This nonstatutory stock option to purchase 1,409 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of February 14, 2026, 2027 and 2028, subject to the Reporting Person's continued service through each date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The reported amount consists of 2,795 restricted stock units and 8,852 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.
F3: This nonstatutory stock option to purchase 1,409 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of February 14, 2026, 2027 and 2028, subject to the Reporting Person's continued service through each date.
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 14, 2025 Filed Feb 20, 2025 00:07 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantNonstatutory Stock Option (Right to Buy) · Derivative | 1,409 | $0.00 Strike: $101.76 | $0.00 |
DisclosureSEC source: 0001127602-25-005678 · form4.xml · derivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,409 Underlying: Common Stock · 1,409 shares Expires 2035-02-13 F3 · derivative.exercise_date: This nonstatutory stock option to purchase 1,409 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of February 14, 2026, 2027 and 2028, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 00:07 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005678 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,637 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 2,795 restricted stock units and 8,852 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 23:08 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · derivative · entry 6 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,426 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 stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · derivative · entry 5 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,426 Underlying: Common Stock · 2,426 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantNonstatutory Stock Option (Right to Buy) · Derivative | 1,655 | $0.00 Strike: $84.93 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · derivative · entry 4 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 1,655 shares Expires 2034-02-28 F4 · derivative.exercise_date: This nonstatutory stock option to purchase 1,655 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 1, 2025, 2026 and 2027, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 865 | $83.87 | $72,547.55 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · nonDerivative · entry 3 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,085 F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,288 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 stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, 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 January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,950 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 27, 2024 Filed Feb 29, 2024 02:16 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 103 | $87.06 | $8,967.18 |
DisclosureSEC source: 0001127602-24-007511 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,862 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F3 · balance_after: The reported amount consists of 1,571 restricted stock units and 7,291 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 27, 2024 Filed Feb 29, 2024 02:16 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 141 | $87.06 | $12,275.46 |
DisclosureSEC source: 0001127602-24-007511 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,965 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 1,854 restricted stock units and 7,111 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, 2024 Filed Feb 27, 2024 22:49 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 363 | $86.77 | $31,497.51 |
DisclosureSEC source: 0001127602-24-007293 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,106 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 2,196 restricted stock units and 6,910 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 02, 2023 Filed Mar 3, 2023 02:15 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 4,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008530 · form4.xml · derivative · entry 4 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,493 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 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. F1 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. F1 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 02:15 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantPerformance-Based Restricted Stock Units · Derivative | 4,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008530 · form4.xml · derivative · entry 3 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,493 Underlying: Common Stock · 4,493 shares Expires not disclosed F1 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. F1 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. F1 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 02:15 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 1,630 | $60.62 | $98,805.38 |
DisclosureSEC source: 0001127602-23-008530 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,469 F3 · shares: Represents shares required to be sold to cover tax withholding obligations in connection with the vesting of performance-based restricted stock units. F4 · balance_after: The reported amount consists of 3,080 restricted stock units and 6,389 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 02, 2023 Filed Mar 3, 2023 02:15 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 4,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008530 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,099 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 26, 2020 and vested on February 24, 2023, 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, 2020 through December 31, 2022 resulting in a payout percentage for the award of 162%. F2 · balance_after: The reported amount consists of 3,080 restricted stock units and 8,019 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 01, 2023 Filed Mar 2, 2023 02:35 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 212 | $60.74 | $12,876.88 |
DisclosureSEC source: 0001127602-23-008064 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,606 F3 · shares: Represents shares required to be sold to cover tax withholding obligations in connection with the vesting of restricted share units. F4 · balance_after: The reported amount consists of 3,080 restricted stock units and 3,526 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 27, 2023 Filed Mar 2, 2023 02:35 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 98 | $60.74 | $5,952.52 |
DisclosureSEC source: 0001127602-23-008064 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,818 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 3,080 restricted stock units and 3,738 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 Mar 1, 2023 14:36 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantNonstatutory Stock Option (Right to Buy) · Derivative | 2,572 | $0.00 Strike: $60.74 | $0.00 |
DisclosureSEC source: 0001127602-23-007720 · form4.xml · derivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 Underlying: Common Stock · 2,572 shares Expires 2033-02-23 F2 · derivative.underlying_shares: This nonstatutory stock option to purchase 2,572 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of February 24, 2024, 2025 and 2026, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 24, 2023 Filed Mar 1, 2023 14:36 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 1,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007720 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,916 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, 2023 Filed Feb 27, 2023 23:18 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Tax withholdingCommon Stock | 348 | $60.97 | $21,217.56 |
DisclosureSEC source: 0001127602-23-007386 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,888 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 2,940 restricted stock units and 2,948 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 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionNonstatutory Stock Option (Right to Buy) · Derivative | 1,231 | $0.00 Strike: $58.85 | $0.00 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · derivative · entry 7 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,464 Underlying: Common Stock · 1,231 shares Expires 2031-02-24 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. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionNonstatutory Stock Option (Right to Buy) · Derivative | 4,051 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · derivative · entry 6 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,051 shares Expires 2030-12-13 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. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionNonstatutory Stock Option (Right to Buy) · Derivative | 854 | $0.00 Strike: $24.40 | $0.00 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · derivative · entry 5 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 854 shares Expires 2028-03-08 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. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 6,136 | $64.39 | $395,109.93 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · nonDerivative · entry 4 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,236 F4 · price: The price reported is the weighted average price of multiple transactions ranging from $64.23 to $64.88. 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 affected. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 1,231 | $58.85 | $72,444.35 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · nonDerivative · entry 3 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,372 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 · balance_after: The reported amount consists of 3,823 restricted stock units and 8,549 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 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 4,051 | $59.68 | $241,763.68 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,141 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 · balance_after: The reported amount consists of 3,823 restricted stock units and 7,318 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 06, 2023 Filed Feb 8, 2023 02:06 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | Exercise / conversionCommon Stock | 854 | $24.40 | $20,837.60 |
DisclosureSEC source: 0001127602-23-003889 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,090 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 · balance_after: The reported amount consists of 3,823 restricted stock units and 3,267 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.