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 29, 2024 | March 04, 2024 |
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 | 28,842 |
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 28,842 F1: The Reporting Person was granted 3,975 restricted stock units in connection with her 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 11,642 restricted stock units and 17,200 shares of Class A Common Stock. 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 her 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 11,642 restricted stock units and 17,200 shares of Class A Common Stock. 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 29, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,107 |
Reported balance
After 2024-02-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-29 · Grant · Acquired 1,854 · Balance 35,107 F1: The Reporting Person was granted restricted stock units in connection with her 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 1,854 restricted stock units and 33,253 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 her 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 1,854 restricted stock units and 33,253 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 29, 2024 Filed Mar 4, 2024 18:52 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008289 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,107 F1 · shares: The Reporting Person was granted restricted stock units in connection with her 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 33,253 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 20:42 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007675 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,253 F1 · shares: The Reporting Person was granted restricted stock units in connection with her 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 30,866 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 20:44 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006914 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,866 F1 · shares: The Reporting Person was granted restricted stock units in connection with her 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 26,203 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 |
| May 03, 2021 Filed May 4, 2021 17:57 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 1,300 | $60.74 | $78,956.02 |
DisclosureSEC source: 0001127602-21-015329 · form4.xml · nonDerivative · entry 2 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,327 F1 · shares: These shares of Common Stock were sold pursuant to a 10b5-1 plan. F4 · price: The price reported is the weighted average price of multiple transactions ranging from $60.51 to $60.95. 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. F5 · balance_after: The reported amount consists of 3,449 restricted stock units and 24,878 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 |
| May 03, 2021 Filed May 4, 2021 17:57 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | SaleCommon Stock | 8,700 | $59.81 | $520,351.35 |
DisclosureSEC source: 0001127602-21-015329 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,627 F1 · shares: These shares of Common Stock were sold pursuant to a 10b5-1 plan. F2 · price: The price reported is the weighted average price of multiple transactions ranging from $59.45 to $60.42. 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. F3 · balance_after: The reported amount consists of 3,449 restricted stock units and 26,178 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 18:31 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008512 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,327 F1 · shares: The Reporting Person was granted restricted stock units in connection with her 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 31,967 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 21:27 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008254 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,203 F1 · shares: The Reporting Person was granted restricted stock units in connection with her 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 11,802 restricted stock units and 24,401 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 14:59 UTC | PennyMac Financial Services, Inc. PFSI · Entity 4100 | GrantCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011730 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,292 F1 · shares: The Reporting Person was granted restricted stock units in connection with her 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 8,891 restricted stock units and 24,401 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 14:30 UTC | PNMAC Holdings, Inc. PFSI · Entity 162615 | GrantClass A Common Stock | 3,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011095 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,842 F1 · shares: The Reporting Person was granted 3,975 restricted stock units in connection with her 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 11,642 restricted stock units and 17,200 shares of Class A Common Stock. The restricted stock units are to be settled in an equal number of shares of Class A Common Stock upon vesting. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 18:46 UTC | PNMAC Holdings, Inc. PFSI · Entity 162615 | GrantClass A Common Stock | 5,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010714 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,867 F1 · shares: The Reporting Person was granted 5,373 restricted stock units in connection with her 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 17,945 restricted share units and 6,922 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.