Welcome to our dedicated page for PennyMac Mortgage Investment 8 50 Senior Notes due 2028 SEC filings (Ticker: PMTU), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on PennyMac Mortgage Investment 8 50 Senior Notes due 2028's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into PennyMac Mortgage Investment 8 50 Senior Notes due 2028's regulatory disclosures and financial reporting.
PennyMac Mortgage Investment Trust ownership filing by The Vanguard Group states that, following an internal realignment, certain Vanguard subsidiaries will report holdings separately. The amendment reports 0 shares beneficially owned and 0% of the class as of the filing. The disclosure cites SEC Release No. 34-39538 and notes separate, disaggregated reporting by subsidiaries after the realignment.
PennyMac Mortgage Investment Trust filed an initial ownership report for Chief Investment Officer Sebring Marshall. The filing shows Marshall has beneficial ownership of 21,873 Common Shares of Beneficial Interest, consisting of 20,644 restricted stock units and 1,299 common shares. The restricted stock units will convert into an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust filed an initial statement of beneficial ownership for Chief Enterprise Risk Officer Shiva Iyer. The filing reports 7,407 restricted stock units, each to be settled in one common share of beneficial interest when the units vest.
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 $11.89 per share. Following this withholding, Stark directly holds 62,539 shares, consisting of 18,255 restricted share units and 44,284 Common Shares of beneficial interest, with the restricted units to be settled in an equal number of shares upon vesting. This event reflects compensation-related tax withholding rather than an open-market sale.
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 March 12, 2026, 2,658 Common Shares of beneficial interest were withheld at a price of $11.89 per share to cover taxes upon the vesting of restricted share units. This was not an open-market sale or purchase.
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 $12.26 per share to cover taxes upon vesting of restricted stock units, rather than being sold in the open market.
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 $12.26 per share to cover taxes upon vesting of restricted share units.
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.