Welcome to our dedicated page for Pennymac Mortg SEC filings (Ticker: PMT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The PennyMac Mortgage Investment Trust (NYSE: PMT) SEC filings page on Stock Titan provides structured access to the trust’s regulatory disclosures, along with AI-powered summaries that help explain complex documents. PMT is a mortgage REIT that invests primarily in residential mortgage loans and mortgage-related assets, and its filings offer detailed insight into how it manages credit risk, interest rate exposure and capital.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q to see segment results for credit sensitive strategies, interest rate sensitive strategies and correspondent production. These reports describe net gains on investments and financings, net loan servicing fees, net interest income, and expenses such as loan servicing fees, management fees and loan fulfillment fees paid to PennyMac Financial Services, Inc. and its affiliates. AI summaries highlight key metrics, segment performance and notable changes in the investment portfolio.
Frequent current reports on Form 8-K disclose material events, including quarterly earnings announcements, annual meeting voting results and new debt issuances. Recent 8-K filings describe the creation of direct financial obligations through 8.500% Exchangeable Senior Notes due 2029 issued by PennyMac Corp., an indirect wholly owned subsidiary of PMT, and guaranteed by the trust. These filings outline interest rates, maturity dates, exchange features into PMT common shares, ranking of the notes and intended uses of proceeds, such as repayment of borrowings under secured mortgage servicing rights and servicing advance facilities.
Filings also list PMT’s NYSE-listed securities, including common shares of beneficial interest, multiple series of cumulative redeemable preferred shares and senior notes. Proxy-related disclosures and annual meeting 8-Ks provide information on trustee elections, auditor ratification and advisory votes on executive compensation. With real-time updates from EDGAR and AI-generated explanations, this page helps users quickly understand the implications of PMT’s regulatory filings, including capital structure changes, segment reporting and governance matters.
PennyMac Mortgage Investment Trust Chief Revenue Officer Abbie Tidmore reported a routine tax-related share withholding. On the vesting of restricted share units, 484 common shares of beneficial interest were withheld to cover taxes at a price of $11.89 per share. After this non-open-market disposition, Tidmore holds 40,745 common shares and restricted stock units in total, consisting of 16,669 restricted stock units and 24,076 common shares of beneficial interest.
PennyMac Mortgage Investment Trust Chief Legal Officer Derek Stark reported a routine tax-related share disposition. On vesting of restricted share units, 931 Common Shares of beneficial interest were withheld to cover taxes at an indicated value of
PennyMac Mortgage Investment Trust director and president Doug Jones had 2,960 common shares of beneficial interest withheld at $11.89 per share to cover taxes upon the vesting of restricted share units. This was a non-market, tax-withholding disposition rather than an open-market sale.
After this transaction, Jones directly holds 98,217 shares in total, consisting of 60,314 restricted share units and 37,903 common shares of beneficial interest, which will be delivered as the units vest.
PennyMac Mortgage Investment Trust Chief Financial Officer Daniel Perotti reported a routine tax-withholding transaction related to equity compensation. On
Following the withholding, Perotti directly owned 53,277 Common Shares of beneficial interest, which include 34,372 restricted share units and 18,905 Common Shares to be or already settled in stock upon vesting. He also had an indirect holding of 99,654 Common Shares of beneficial interest through The Perotti Family Trust.
PennyMac Mortgage Investment Trust reported that Chairman and CEO David Spector had 5,255 Common Shares of Beneficial Interest withheld on tax-withholding disposition to cover taxes due upon vesting of restricted share units. This was not an open-market sale but a mechanism to satisfy tax obligations. After this transaction, he directly owns 420,487 shares, consisting of 105,026 restricted share units and 315,461 Common Shares of Beneficial Interest, with the restricted units to be settled in an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust Chief Digital Officer James Follette reported a tax-related share disposition. On the Form 4 date, 586 common shares of beneficial interest were withheld at
After this transaction, Follette directly holds 21,527 common shares of beneficial interest, consisting of 7,918 restricted stock units and 13,609 shares of common stock. The restricted stock units are scheduled to settle in an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust director and president Doug Jones reported a tax-related share disposition. On February 28, 2026, 2,719 common shares of beneficial interest were withheld at
After this tax-withholding disposition, Jones beneficially owns a total of 101,177 common shares of beneficial interest. This amount consists of 66,581 restricted share units, which will settle in an equal number of common shares upon vesting, and 34,596 currently held common shares of beneficial interest.
PennyMac Mortgage Investment Trust’s Chief Legal Officer Derek Stark reported a tax-related share disposition. On the vesting of restricted share units, 1,026 Common Shares of beneficial interest were withheld at
PennyMac Mortgage Investment Trust’s Chief Financial Officer Daniel Stanley Perotti reported a tax-related share disposition. On February 28, 2026, 2,929 Common Shares of Beneficial Interest were withheld to cover taxes upon vesting of restricted share units at $12.26 per share. After this non‑market, tax-withholding disposition, Perotti directly held 55,935 common shares, and an additional 99,654 common shares were held indirectly through The Perotti Family Trust.
PennyMac Mortgage Investment Trust Chairman and CEO David Spector reported a Form 4 transaction where 5,791 Common Shares of Beneficial Interest were withheld to cover taxes upon the vesting of restricted share units at $12.26 per share. This was a tax-withholding disposition rather than an open-market trade.
After this transaction, Spector’s reported holdings total 425,742 shares, consisting of 115,472 restricted share units and 310,270 Common Shares of Beneficial Interest. The restricted share units are scheduled to be settled in an equal number of common shares upon vesting.