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PennyMac Financial Services Chairman & CEO David Spector reported a tax-related share disposition. On February 24, 2026, 3,106 shares of Common Stock were withheld at $90.33 per share to cover taxes upon vesting of restricted stock units. After this withholding, he directly holds 544,934 shares, consisting of 43,998 restricted stock units and 500,936 shares of Common Stock to be or already settled in stock upon vesting. He also has an indirect holding of 90,604 shares through ST Family Investment Company LLC, with no specific transaction reported for that indirect position in this filing.
PennyMac Financial Services, Inc. submitted a Rule 144 notice related to proposed insider sales. The filing lists securities activity and restricted-equity vesting events: 553 restricted stock units vested on 02/14/2026 and 1,350 performance share units vested on 02/20/2026
The entry shows common stock and a securities record with an exchange designation of NYSE.
PennyMac Financial Services Chief Revenue Officer Abbie Tidmore reported performance-based equity vesting and related share movements. A performance-based restricted stock unit award of 2,054 units vested, then was converted into 2,054 shares of common stock. Of these, 565 shares were withheld to cover taxes. After these transactions, Tidmore’s reported holdings consist of 7,065 restricted stock units and 2,095 shares of common stock, with the units settling in stock upon future vesting.
PennyMac Financial Services Chief Digital Officer James Follette reported equity compensation activity tied to a performance-based restricted stock unit (PSU) award. On February 20, 2026, 3,424 PSUs vested, converting into an equal number of shares of common stock at no cash cost.
To cover taxes upon vesting, 1,228 shares of common stock were withheld. After these transactions, Follette held 12,887 shares in total, consisting of 10,017 restricted stock units and 2,870 shares of common stock, all directly owned.
Doug Jones, a director and the President & CMBO of PennyMac Financial Services, Inc., reported equity compensation activity and related share withholding. He received a grant/vesting of 7,610 performance-based restricted stock units, which were exercised into 7,610 shares of common stock at no exercise price.
To cover taxes on this vesting, 2,731 common shares were withheld at $94.33 per share. After these transactions, he directly holds 32,389 common shares, consisting of 25,610 restricted stock units and 6,779 common shares. He also reports indirect ownership of 15,337 common shares through The Jones Family Trust and 410,000 common shares through GR Family Investments LLC.
PennyMac Financial Services Chief Legal Officer Derek Stark reported equity award activity involving performance-based restricted stock units (PSUs) and common stock. A PSU award granted on February 24, 2023 vested on February 20, 2026 at a 37% payout, based on return on equity and leverage ratio performance from January 1, 2023 through December 31, 2025. This resulted in the conversion of 2,130 PSUs into an equal number of common shares and a withholding of 780 common shares at $94.33 to cover taxes. Following these transactions, Stark directly holds 24,725 common shares and restricted stock units in total, consisting of 7,822 restricted stock units and 16,903 shares of common stock.
PennyMac Financial Services managing director and chief accounting officer Gregory L. Hendry reported performance-based equity activity. A previously granted PSU award vested on February 20, 2026, with 304 performance-based restricted stock units converting into 304 shares of Common Stock at $0 per share. To cover taxes on the vesting, 126 shares of Common Stock were withheld at $94.33 per share, a tax-withholding disposition rather than an open-market sale. After these transactions, his reported holdings consist of 1,139 restricted stock units and 47,906 shares of Common Stock.
PennyMac Financial Services Chief Financial Officer Daniel Stanley Perotti reported equity compensation activity tied to a performance-based restricted stock unit (PSU) award. On February 20, he acquired 3,805 PSUs at no cost as they vested, then exercised them into 3,805 shares of common stock.
To cover taxes on this vesting, 1,366 common shares were disposed of at $94.33 per share through share withholding, not an open-market sale. After these transactions, he held 17,166 common shares directly, consisting of 13,792 restricted stock units and 3,374 common shares, plus 213,550 shares held indirectly through The Perotti Family Trust.
PennyMac Financial Services Chairman & CEO David Spector reported the vesting and settlement of 13,699 performance-based restricted stock units into an equal number of common shares on February 20, 2026. The PSU award was granted on February 24, 2023 and paid out at 37% of target based on return on equity and leverage ratio performance for the period from January 1, 2023 through December 31, 2025.
Of the shares delivered, 7,391 common shares were withheld at a price of $94.33 per share to cover taxes, a non‑open‑market disposition. After these transactions, Spector holds 548,040 common shares directly, consisting of 497,868 shares and 50,172 restricted stock units, plus 90,604 shares held indirectly through ST Family Investment Company LLC.
PennyMac Financial Services Chairman & CEO David Spector reported open-market sales of 12,950 shares of Common Stock on February 19, 2026. The trades occurred under a pre-established Rule 10b5-1 plan adopted on August 8, 2025.
Sales included 10,000 shares held indirectly through ST Family Investment Company LLC and 2,950 shares from his direct holdings. Reported weighted average prices were $93.97, $94.85, and $95.81 per share, each reflecting multiple trades within stated intraday price ranges.
Following these transactions, Spector’s direct holdings totaled 541,732 shares, while indirect holdings through ST Family Investment Company LLC were 90,604 shares. His direct position includes 50,172 restricted stock units that will settle in an equal number of shares of Common Stock upon vesting.