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 reports quarterly results for the period ended September 30, 2025. Net income was $58.3 million, up from $41.4 million a year earlier, and net income attributable to common shareholders was $47.8 million, or $0.55 per basic and diluted share.
Total assets reached $18.5 billion, compared with $14.4 billion at year-end 2024, driven largely by growth in loans held for investment and mortgage-backed securities. Total liabilities were $16.6 billion, leaving shareholders’ equity of $1.88 billion, including $541.5 million of preferred equity and $1.93 billion of additional paid-in capital.
Net investment income for the quarter was $99.2 million, reflecting servicing income, gains on investments and financings, and interest income partly offset by interest expense and fair value changes on mortgage servicing rights and hedging. The trust continues to operate through its credit sensitive, interest rate sensitive, and correspondent production segments while maintaining its REIT status by distributing at least 90% of taxable income.
PennyMac Mortgage Investment Trust (PMT) reported insider buying by a director. On 10/24/2025, the director purchased 774.0093 and 695.8411 common shares at $12.67 per share in open‑market transactions. Following these trades, beneficial ownership was reported as 55,500.0248 shares in one line item and 56,195.8659 shares in another, each amount including 7,795 restricted stock units that settle in an equal number of shares upon vesting. These are personal purchases; proceeds do not go to PMT.
PennyMac Mortgage Investment Trust furnished an update on its financial results for the quarter ended September 30, 2025. The company made a press release and slide presentation available on October 21, 2025, provided as Exhibits 99.1 and 99.2, and posted additional supplemental information on its website.
The information under Item 2.02, including the exhibits, is furnished and not deemed filed for purposes of Section 18 of the Exchange Act.
PennyMac Mortgage Investment Trust director Catherine A. Lynch reported an open-market purchase of common shares on 09/22/2025. The filing shows an acquisition of 2,823 common shares at a price of $12.02 per share. After the transaction, Ms. Lynch beneficially owns 54,710.9183 common shares directly. That total comprises 7,795 restricted stock units that will convert to the same number of shares upon vesting and 46,915.9183 presently held common shares. The report was submitted through an attorney-in-fact and reflects a routine insider purchase by a non-employee director.
Form 4 – PennyMac Mortgage Investment Trust (PMT)
Director Catherine A. Lynch reported two purchases on 07/25/2025 under a broker-administered dividend reinvestment plan (transaction code “P”). She acquired 772.6053 common shares at $12.30 and 593.2284 shares at $12.56, totaling 1,365.8337 shares for roughly $16.9 k.
After these transactions, Lynch directly owns 51,887.9183 PMT shares, comprising 44,092.9183 common shares and 7,795 restricted stock units that will convert to an equal number of shares upon vesting. No derivative securities were involved.
PennyMac Mortgage Investment Trust held its Annual Meeting of Shareholders on June 24, 2025, with 81.9% of eligible shares represented. Three key proposals were voted on:
- Board Elections: Three Class I trustees were elected to serve until 2028: - Scott W. Carnahan (37.9M votes for) - Donna M. Corley (41.7M votes for) - Renee R. Schultz (41.6M votes for)
- Auditor Appointment: Shareholders strongly approved Deloitte & Touche LLP as independent auditor with 70.1M votes in favor (98.5% approval)
- Executive Compensation: The non-binding vote on executive compensation passed with 50.1M votes in favor (92.3% of votes cast excluding abstentions)
All proposals passed successfully, with the auditor appointment receiving the highest approval rate. Notable was the strong shareholder participation, with over 71.2 million shares voting out of 87.0 million eligible shares.