Welcome to our dedicated page for PennyMac Mortgage Investment Trust SEC filings (Ticker: PMTV), 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.
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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 $12.26 per share to cover taxes. After this withholding, Stark directly holds 63,470 shares, consisting of 20,083 restricted share units and 43,387 Common Shares of beneficial interest.
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.
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 $12.15 per share to cover taxes upon the vesting of restricted share units.
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 $12.15 per share to cover taxes, a non-open-market transaction.
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.