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 insider Mark Elbaum, Chief Capital Markets Officer, reported a tax-withholding disposition related to equity compensation. On this Form 4, 1,314 Common Shares of Beneficial Interest were withheld at $12.15 per share to cover taxes upon vesting of restricted share units.
After this withholding, Elbaum directly holds a total of 28,648 shares, consisting of 24,896 restricted stock units and 3,752 common shares, with the restricted stock units settling in an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust Chief Revenue Officer Abbie Tidmore reported a Form 4 transaction involving common shares of beneficial interest. On February 24, 2026, 468 shares were withheld at $12.15 per share to cover taxes upon vesting of restricted share units. After this tax-withholding disposition, Tidmore beneficially owned 41,229 shares, consisting of 17,975 restricted stock units and 23,254 common shares.
PennyMac Mortgage Investment Trust Chief Legal Officer Derek Stark reported a tax-related share disposition tied to equity compensation. On the event date, 954 Common Shares of beneficial interest were withheld at
After this withholding, Stark’s direct holdings totaled 64,496 Common Shares of beneficial interest. This consists of 22,098 restricted share units and 42,398 Common Shares of beneficial interest, with the restricted share units to be settled in an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust Chief Financial Officer Daniel Stanley Perotti reported a tax-related share disposition tied to vesting equity awards. On February 24, 2026, 1,908 Common Shares of Beneficial Interest were withheld at $12.15 per share to cover taxes upon vesting of restricted share units.
Following this tax-withholding transaction, Perotti directly held 58,864 shares, consisting of 45,351 restricted share units and 13,513 common shares, with the units settling into an equal number of common shares upon vesting. He also indirectly held 99,654 shares through The Perotti Family Trust.
PennyMac Mortgage Investment Trust director and president Doug Jones reported a tax-related share withholding tied to equity compensation. On this Form 4, 4,017 Common Shares of beneficial interest were disposed of at $12.15 per share to satisfy tax obligations upon vesting of restricted share units.
After this withholding, Jones beneficially owns a total of 103,896 shares, consisting of 72,337 restricted share units and 31,559 Common Shares of beneficial interest. The restricted share units will be settled in an equal number of common shares as they vest over time.
PennyMac Mortgage Investment Trust Chief Digital Officer James Follette reported a small tax-related share disposition. On the vesting of restricted stock units, 382 Common Shares of Beneficial Interest were withheld at a price of
After this withholding, Follette’s direct holdings total 22,113 common shares, consisting of 9,069 restricted stock units and 13,044 shares of common stock that together represent his current equity position in the company.
PennyMac Mortgage Investment Trust director and CEO David Spector reported a tax-related share disposition. On the vesting of restricted share units, 7,487 common shares of beneficial interest were withheld to cover taxes at an indicated value of $12.15 per share. After this withholding, Spector’s direct holdings total 431,533 common shares of beneficial interest, including 126,984 restricted share units that will settle in an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust’s Chief Capital Markets Officer, Mark Elbaum, reported equity compensation activity involving performance-based units and common shares. On February 23, 2026, 3,085 performance-based restricted share units vested and were converted into an equal number of common shares, reflecting a 79.2% payout for the 2025 performance period.
Of these shares, 1,208 common shares were withheld at $12.2900 per share to cover taxes. Elbaum also received a new grant of 18,518 restricted stock units that will vest in three equal installments and settle in common stock. Following these transactions, his reported holdings consist of 28,085 restricted stock units and 1,877 common shares of beneficial interest.
PennyMac Mortgage Investment Trust’s Chief Revenue Officer Abbie Tidmore reported multiple equity award transactions. On February 23, 2026, 1,263 and 2,056 performance-based restricted share units (PSUs) vested and were exercised into the same number of common shares at a stated price of $0.00 per share, reflecting equity compensation rather than an open-market purchase.
The filing also shows 809 common shares$12.29 per share to cover tax withholding obligations tied to these vestings, not discretionary selling. In addition, Tidmore received a grant of 11,111 restricted stock units, which will vest in three equal installments and settle in common shares. Following these transactions, Tidmore’s reported holdings consist of 20,101 restricted stock units and 21,596 common shares of beneficial interest, all held directly.
PennyMac Mortgage Investment Trust Chairman and CEO David Spector reported multiple equity compensation events tied to performance-based restricted share units (PSUs). Three PSU awards granted in 2023, 2024 and 2025 each vested as to one‑third on February 23, 2026, with the 2025 fiscal year payout determined at 79.2% based on return on equity and relative total stockholder return for the period from January 1, 2025 through December 31, 2025.
Upon vesting, the PSUs were exercised and settled into common shares of beneficial interest, and Spector also received a separate grant of 64,814 restricted stock units that vest in three equal annual installments and settle in an equal number of common shares. To satisfy tax liabilities on the PSU vesting, he disposed of 6,009, 5,453 and 7,769 common shares at $12.29 per share through share withholding. Following these transactions, his reported holdings consist of 141,867 restricted share units and 297,153 common shares of beneficial interest, for a total of 439,020 share-equivalent interests.