Pennymac Mortgage Investment Trust

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Pennymac Mortgage Investment Trust
TickerPMT
CIK #0001464423
CUSIP70931T103
SectorReal Estate & Construction - Real Estate Investment Trusts
Address27001 Agoura Road Third Floor, Calabasas, CA 91301
Source [EDGAR]
CIK Filing 2011 - 2026
[0001464423] 10-K
[0001464423] 10-Q
[0001464423] 3
[0001464423] 4
[0001464423] 5
[0001464423] 8-K
[0001464423] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Pennymac Mortgage Investment Trust [2026-04-30] 0.0
Vanguard Portfolio Management LLC Pennymac Mortgage Investment Trust [2026-04-29] 0.0
T Rowe Price Investment Management Inc Pennymac Mortgage Investment Trust [2024-02-14] 7.0
T Rowe Price Investment Management Inc Pennymac Mortgage Investment Trust [2023-02-14] 5.3
Goldman Sachs Asset Management LP Pennymac Mortgage Investment Trust [2022-02-04] 5.1
BlackRock Inc Pennymac Mortgage Investment Trust [2021-01-25] 17.9
Morgan Stanley Pennymac Mortgage Investment Trust [2020-10-19] 5.2
Goldman Sachs Asset Management LP Pennymac Mortgage Investment Trust [2018-02-05] 5.1
Cooperman Leon G Pennymac Mortgage Investment Trust [2015-09-11] 5.17
EJF Capital LLC Pennymac Mortgage Investment Trust [2015-03-19] 5.0
EJF Capital LLC Pennymac Mortgage Investment Trust [2014-08-13] 6.4
Vanguard Group Inc Pennymac Mortgage Investment Trust [2014-02-11] 5.23
Hayman Capital Management LP Pennymac Mortgage Investment Trust [2013-09-27] 5.1
BlackRock Inc Pennymac Mortgage Investment Trust [2012-02-09] 5.48
Form 3/4/5 Filer 2011 - 2026
PennyMac Mortgage Investment Trust
Scott Sauer
Sebring Marshall
Iyer Shiva
Jones Doug
Spector David
Perotti Daniel Stanley
Tidmore Abbie
Stark Derek
Follette James
Elbaum Mark
Carnahan Scott W
Stewart Stacey D
Schultz Renee
Pouraghabagher Setareh
McAllister Nancy
Lynch Catherine A
Preston Paul DuFauchard Jr
Corley Donna M
Chang William Herbert
Hadley Randall D
Fartaj Vandad
Sullivan Marianne
Chang Andrew S
Grogin Jeffrey
Walker David M
Willey Frank P
Kurland Stanford L
McCallion Anne
Hendry Gregory L
Bailey Steven Richard
Halvorsen Clay A
Botein Matthew
Marcus Joel S
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Perotti Daniel Stanley
Common Shares of Beneficial Interest
2026-03-12 Tax withheld 2,658 $11.89 31,604
Spector David
Common Shares of Beneficial Interest
2026-03-12 Tax withheld 5,255 $11.89 62,482
Stark Derek
Common Shares of Beneficial Interest
2026-03-12 Tax withheld 931 $11.89 11,070
Tidmore Abbie
Common Shares of Beneficial Interest
2026-03-12 Tax withheld 484 $11.89 5,755
Jones Doug
Common Shares of Beneficial Interest
2026-03-12 Tax withheld 2,960 $11.89 35,194
Jones Doug
Common Shares of Beneficial Interest
2026-02-28 Tax withheld 2,719 $12.26 33,335
Perotti Daniel Stanley
Common Shares of Beneficial Interest
2026-02-28 Tax withheld 2,929 $12.26 35,910
Follette James
Common Shares of Beneficial Interest
2026-02-28 Tax withheld 586 $12.26 7,184
Stark Derek
Common Shares of Beneficial Interest
2026-02-28 Tax withheld 1,026 $12.26 12,579
Spector David
Common Shares of Beneficial Interest
2026-02-28 Tax withheld 5,791 $12.26 70,998
Perotti Daniel Stanley
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 1,908 $12.15 23,182
Elbaum Mark
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 1,314 $12.15 15,965
Jones Doug
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 4,017 $12.15 48,807
Spector David
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 7,487 $12.15 90,967
Tidmore Abbie
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 468 $12.15 5,686
Stark Derek
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 954 $12.15 11,591
Follette James
Common Shares of Beneficial Interest
2026-02-24 Tax withheld 382 $12.15 4,641
Schultz Renee
Common Shares of Beneficial Interest
2026-02-23 Grant 10,699 $0.00
Stark Derek
Common Shares of Beneficial Interest
2026-02-23 Option exercise 1,768 $0.00
Spector David
Common Shares of Beneficial Interest
2026-02-23 Tax withheld 6,009 $12.29 73,851
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 219 53,787,982
2025-12-31 220 54,446,135
2025-09-30 200 57,847,056
2025-06-30 205 56,361,010
2025-03-31 211 58,409,506
2024-12-31 208 53,573,830
2024-09-30 200 53,210,152
2024-06-30 204 52,622,701
2024-03-31 194 54,077,299
2023-12-31 199 55,726,868
2023-09-30 185 52,544,146
2023-06-30 178 53,143,510
Form 13F Holdings
Firm Period DFND Voting Shares
Simplify Asset Management Inc [2026-06-30] SOLE 53,500 53,500
Louisiana State Employees Retirement System [2026-06-30] SOLE 38,600 38,600
Alaska Retirement Management Board [2026-06-30] SOLE 28,718 28,718
Yousif Capital Management LLC [2026-06-30] SOLE 5,086 22,930
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 20,679 20,679
Mallini Complete Financial Planning LLC [2026-06-30] SOLE 18,995 18,995
QRG Capital Management Inc [2026-06-30] SOLE 14,080 14,080
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 273 12,145
Farther Finance Advisors LLC [2026-06-30] SOLE 0 8,988
Gamma Investing LLC [2026-06-30] DFND 6,969 6,969
Kerr Financial Planning Corp [2026-06-30] SOLE 1,485 1,485
High Point Wealth Management LLC [2026-06-30] SOLE 800 800
Versant Capital Management Inc [2026-06-30] SOLE 159 159
Retirement Wealth Solutions LLC [2026-06-30] SOLE 0 87
Farmers & Merchants Investments Inc [2026-06-30] SOLE 61 61
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 52
West Financial Advisors LLC [2026-06-30] SOLE 0 42
IFP Advisors LLC [2026-06-30] SOLE 9 9
Davis Capital Management [2026-06-30] SOLE 5 5
Hughes Financial Services LLC [2026-06-30] SOLE 1 1
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