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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 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 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 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 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.
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 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.
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.
PennyMac Mortgage Investment Trust Chief Digital Officer James Follette reported multiple equity compensation events tied to performance-based restricted share units and restricted stock units. Several PSU awards granted in 2023, 2024, and 2025 vested one-third on February 23, 2026 based on 2025 return on equity and relative total stockholder return, producing a 79.2% payout and converting into common shares.
Additional restricted stock units were granted that vest in three equal installments and settle in common shares upon vesting. The filing also shows common shares withheld to cover tax obligations upon PSU vesting, and reports total holdings of 22,495 units and shares, consisting of 10,132 restricted stock units and 12,363 common shares.
PennyMac Mortgage Investment Trust Chief Digital Officer James Follette reported multiple equity compensation events tied to performance-based restricted share units and restricted stock units. Several PSU awards granted in 2023, 2024, and 2025 vested one-third on February 23, 2026 based on 2025 return on equity and relative total stockholder return, producing a 79.2% payout and converting into common shares.
Additional restricted stock units were granted that vest in three equal installments and settle in common shares upon vesting. The filing also shows common shares withheld to cover tax obligations upon PSU vesting, and reports total holdings of 22,495 units and shares, consisting of 10,132 restricted stock units and 12,363 common shares.
PennyMac Mortgage Investment Trust director and president Doug Jones reported multiple equity award and vesting transactions tied to performance-based restricted share units and restricted stock units. Several PSU awards granted in 2023, 2024 and 2025 vested one-third on February 23, 2026 based on a 79.2% payout factor for 2025 performance metrics.
The vested PSUs were exercised into common shares of beneficial interest, and a portion of those shares was withheld to cover tax obligations at prices of $12.29 and $23.29 per share. Jones also received a new restricted stock unit grant of 37,037 common shares that will vest in three equal annual installments.
Following these transactions, Jones holds a reported total of 107,913 common shares of beneficial interest, consisting of 80,841 restricted share units and 27,072 common shares, with the restricted units settling into an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust director and president Doug Jones reported multiple equity award and vesting transactions tied to performance-based restricted share units and restricted stock units. Several PSU awards granted in 2023, 2024 and 2025 vested one-third on February 23, 2026 based on a 79.2% payout factor for 2025 performance metrics.
The vested PSUs were exercised into common shares of beneficial interest, and a portion of those shares was withheld to cover tax obligations at prices of $12.29 and $23.29 per share. Jones also received a new restricted stock unit grant of 37,037 common shares that will vest in three equal annual installments.
Following these transactions, Jones holds a reported total of 107,913 common shares of beneficial interest, consisting of 80,841 restricted share units and 27,072 common shares, with the restricted units settling into an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust Chief Financial Officer Daniel Stanley Perotti reported multiple equity compensation transactions on February 23, 2026. He acquired common shares of beneficial interest through the vesting and exercise of performance-based restricted share units, then disposed of a smaller portion of common shares to cover tax obligations at $12.29 per share. A footnote explains that certain performance-based awards for fiscal year 2025 vested based on a 79.2% payout tied to return on equity and relative total stockholder return. Additional restricted stock units were granted that vest in three equal annual installments and will settle in an equal number of common shares upon vesting. The filing also notes indirect ownership of common shares through The Perotti Family Trust.
PennyMac Mortgage Investment Trust Chief Financial Officer Daniel Stanley Perotti reported multiple equity compensation transactions on February 23, 2026. He acquired common shares of beneficial interest through the vesting and exercise of performance-based restricted share units, then disposed of a smaller portion of common shares to cover tax obligations at $12.29 per share. A footnote explains that certain performance-based awards for fiscal year 2025 vested based on a 79.2% payout tied to return on equity and relative total stockholder return. Additional restricted stock units were granted that vest in three equal annual installments and will settle in an equal number of common shares upon vesting. The filing also notes indirect ownership of common shares through The Perotti Family Trust.
PennyMac Mortgage Investment Trust Chief Legal Officer Derek Stark reported multiple equity compensation transactions involving performance-based restricted share units and common shares. On February 23, 2026, several performance-based restricted share unit awards vested and were exercised into common shares of beneficial interest at $0.00 per share. The filing shows related tax-withholding dispositions of common shares at $12.29 per share to cover tax obligations upon vesting. After these transactions, Stark directly owned 65,450 common shares of beneficial interest, consisting of 24,755 restricted share units and 40,695 common shares, which together represent his reported equity position following the grants, vesting, conversions, and tax withholdings.
PennyMac Mortgage Investment Trust Chief Legal Officer Derek Stark reported multiple equity compensation transactions involving performance-based restricted share units and common shares. On February 23, 2026, several performance-based restricted share unit awards vested and were exercised into common shares of beneficial interest at $0.00 per share. The filing shows related tax-withholding dispositions of common shares at $12.29 per share to cover tax obligations upon vesting. After these transactions, Stark directly owned 65,450 common shares of beneficial interest, consisting of 24,755 restricted share units and 40,695 common shares, which together represent his reported equity position following the grants, vesting, conversions, and tax withholdings.