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Stewart Stacey D. reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Stacey D. Stewart received an equity award rather than buying shares on the market. She was granted 10,699 restricted share units on February 23, 2026 in connection with her service as a Trustee, at no cash cost per unit.
The restricted share units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares of beneficial interest upon vesting. After this grant, her reported holdings total 70,282 common shares of beneficial interest, consisting of 18,494 restricted share units and 51,788 common shares.
Stewart Stacey D. reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Stacey D. Stewart received an equity award rather than buying shares on the market. She was granted 10,699 restricted share units on February 23, 2026 in connection with her service as a Trustee, at no cash cost per unit.
The restricted share units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares of beneficial interest upon vesting. After this grant, her reported holdings total 70,282 common shares of beneficial interest, consisting of 18,494 restricted share units and 51,788 common shares.
PennyMac Mortgage Investment Trust director Renee Schultz reported an equity grant in the form of restricted share units tied to her service as a trustee. She acquired 10,699 common shares of beneficial interest as a grant, at a stated price of $0.00 per share. These restricted share units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares upon vesting. After this award, she holds a total of 44,833 common shares or equivalents, consisting of 18,494 restricted share units and 26,339 common shares of beneficial interest.
PennyMac Mortgage Investment Trust director Renee Schultz reported an equity grant in the form of restricted share units tied to her service as a trustee. She acquired 10,699 common shares of beneficial interest as a grant, at a stated price of $0.00 per share. These restricted share units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares upon vesting. After this award, she holds a total of 44,833 common shares or equivalents, consisting of 18,494 restricted share units and 26,339 common shares of beneficial interest.
Pouraghabagher Setareh reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Setareh Pouraghabagher reported an equity award related to her service as a trustee. She received 10,699 restricted share units, granted at no cash cost, which will vest on the first anniversary of the grant date and be settled in the same number of common shares.
After this award, she holds a total of 24,490 common share–equivalents, consisting of 18,494 restricted share units and 5,996 common shares of beneficial interest, all reported as directly owned.
Pouraghabagher Setareh reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Setareh Pouraghabagher reported an equity award related to her service as a trustee. She received 10,699 restricted share units, granted at no cash cost, which will vest on the first anniversary of the grant date and be settled in the same number of common shares.
After this award, she holds a total of 24,490 common share–equivalents, consisting of 18,494 restricted share units and 5,996 common shares of beneficial interest, all reported as directly owned.
McAllister, Nancy reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Nancy McAllister received an equity grant as board compensation. On February 23, 2026, she was awarded 10,699 restricted share units that vest in full on the first anniversary of the grant and will be settled in an equal number of common shares upon vesting. After this grant, she directly holds a total of 86,315.001 interests, consisting of 18,494 restricted share units and 67,821.001 common shares, and also has an indirect interest in 12,365.740 common shares held jointly with another individual.
McAllister, Nancy reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Nancy McAllister received an equity grant as board compensation. On February 23, 2026, she was awarded 10,699 restricted share units that vest in full on the first anniversary of the grant and will be settled in an equal number of common shares upon vesting. After this grant, she directly holds a total of 86,315.001 interests, consisting of 18,494 restricted share units and 67,821.001 common shares, and also has an indirect interest in 12,365.740 common shares held jointly with another individual.
Lynch Catherine A. reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Catherine A. Lynch received an equity award of 10,699 common shares of beneficial interest as a grant for her service as a trustee. These are structured as restricted share units that vest on the first anniversary of the grant and settle in an equal number of common shares upon vesting. After this award, she beneficially owns a total of 68,343.6494 shares, consisting of 18,494 restricted stock units and 49,849.6494 common shares.
Lynch Catherine A. reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Catherine A. Lynch received an equity award of 10,699 common shares of beneficial interest as a grant for her service as a trustee. These are structured as restricted share units that vest on the first anniversary of the grant and settle in an equal number of common shares upon vesting. After this award, she beneficially owns a total of 68,343.6494 shares, consisting of 18,494 restricted stock units and 49,849.6494 common shares.
Preston Paul DuFauchard, Jr. reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Preston Paul DuFauchard, Jr. received a grant of 10,699 restricted share units as compensation for his service as a trustee. These units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares upon vesting.
After this award, his reported holdings consist of 18,494 restricted share units and 51,942 common shares of beneficial interest, for a total of 70,436 shares and units. The grant was recorded at a price of $0.00 per unit, reflecting its nature as an equity award rather than an open-market purchase.
Preston Paul DuFauchard, Jr. reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Preston Paul DuFauchard, Jr. received a grant of 10,699 restricted share units as compensation for his service as a trustee. These units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares upon vesting.
After this award, his reported holdings consist of 18,494 restricted share units and 51,942 common shares of beneficial interest, for a total of 70,436 shares and units. The grant was recorded at a price of $0.00 per unit, reflecting its nature as an equity award rather than an open-market purchase.
Corley Donna M reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Donna M. Corley received an equity award tied to her role as a Trustee. On the reported date, she was granted 10,699 common shares of beneficial interest at no cost, in the form of restricted share units that vest on the first anniversary of the grant. After this grant, she holds 32,701 shares and units in total, consisting of 18,494 restricted stock units and 14,207 common shares of beneficial interest.
Corley Donna M reported acquisition or exercise transactions in this Form 4 filing.
PennyMac Mortgage Investment Trust director Donna M. Corley received an equity award tied to her role as a Trustee. On the reported date, she was granted 10,699 common shares of beneficial interest at no cost, in the form of restricted share units that vest on the first anniversary of the grant. After this grant, she holds 32,701 shares and units in total, consisting of 18,494 restricted stock units and 14,207 common shares of beneficial interest.
PennyMac Mortgage Investment Trust trustee Scott W. Carnahan reported an equity award from the company. On February 23, 2026, he acquired 10,699 restricted share units at no cost in connection with his service as a trustee. These units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares upon vesting. After this award, his direct holdings consist of 18,494 restricted share units and 9,377.61 common shares, totaling 27,871.61 common share equivalents, alongside additional indirect holdings in various trusts and retirement accounts.
PennyMac Mortgage Investment Trust trustee Scott W. Carnahan reported an equity award from the company. On February 23, 2026, he acquired 10,699 restricted share units at no cost in connection with his service as a trustee. These units vest in full on the first anniversary of the grant date and will be settled in an equal number of common shares upon vesting. After this award, his direct holdings consist of 18,494 restricted share units and 9,377.61 common shares, totaling 27,871.61 common share equivalents, alongside additional indirect holdings in various trusts and retirement accounts.
PennyMac Mortgage Investment Trust details its 2025 performance and business profile. The company reported net investment income of $307.5M and pretax income of $93.8M, with total assets of $21.35B and a total debt‑to‑equity ratio of 10.1:1.
PennyMac operates three main segments: credit sensitive strategies, interest rate sensitive strategies, and correspondent production. In 2025 it purchased $70.8B of correspondent loans at fair value and generated $717.9M of new MSR and securitization-related investments.
The trust carried $19.1B of debt and shareholders’ equity of $1.89B, supported by common and preferred shares. It emphasizes REIT tax qualification, heavy use of secured and unsecured financing, and outlines extensive risks from interest rates, housing conditions, leverage, regulation, and liquidity.
PennyMac Mortgage Investment Trust details its 2025 performance and business profile. The company reported net investment income of $307.5M and pretax income of $93.8M, with total assets of $21.35B and a total debt‑to‑equity ratio of 10.1:1.
PennyMac operates three main segments: credit sensitive strategies, interest rate sensitive strategies, and correspondent production. In 2025 it purchased $70.8B of correspondent loans at fair value and generated $717.9M of new MSR and securitization-related investments.
The trust carried $19.1B of debt and shareholders’ equity of $1.89B, supported by common and preferred shares. It emphasizes REIT tax qualification, heavy use of secured and unsecured financing, and outlines extensive risks from interest rates, housing conditions, leverage, regulation, and liquidity.
PennyMac Mortgage Investment Trust furnished its latest earnings materials. The company issued a press release announcing financial results for the fiscal quarter and year ended December 31, 2025, and made the release and an earnings slide presentation available as Exhibits 99.1 and 99.2.
The same supplemental financial information for this period was also made available on the company’s website at pmt.pennymac.com. These earnings materials are furnished, not filed, meaning they are not subject to certain liability provisions or automatically incorporated into other company disclosure documents.