Perotti Daniel Stanley 4
4 · PennyMac Mortgage Investment Trust · Filed Feb 26, 2026
Research Summary
AI-generated summary of this filing
PennyMac (PMT) CFO Daniel Perotti Withholds 1,908 Shares for Taxes
What Happened
- Daniel Stanley Perotti, CFO of PennyMac Mortgage Investment Trust (PMT), had 1,908 shares withheld to satisfy tax withholding related to the vesting of restricted share units. The shares were valued at $12.15 each, totaling about $23,182. This was a tax-withholding disposition (code F), not an open-market sale.
Key Details
- Transaction date: 2026-02-24; Form 4 filed: 2026-02-26 (filed two days after the transaction).
- Action: 1,908 shares withheld for taxes at $12.15 per share; total ≈ $23,182.
- Footnote F1: Shares were withheld to cover taxes upon vesting of RSUs.
- Footnote F2: Reported beneficial holdings include 45,351 restricted share units and 13,513 common shares; the RSUs will convert to an equal number of common shares upon vesting.
- Filing appears timely (no late-filing flag reported).
Context
- This is a routine tax-withholding event associated with RSU vesting (cashless share withholding). It should not be interpreted as a discretionary sale signaling sentiment about the stock; instead, shares were surrendered to cover tax obligations upon vesting.
Insider Transaction Report
Form 4
Perotti Daniel Stanley
Chief Financial Officer
Transactions
- Tax Payment
Common Shares of Beneficial Interest
[F1][F2]2026-02-24$12.15/sh−1,908$23,182→ 58,864 total
Holdings
- 99,654(indirect: By Trust)
Common Shares of Beneficial Interest
Footnotes (2)
- [F1]Represents shares withheld for taxes upon vesting of restricted share units.
- [F2]The reported amount consists of 45,351 restricted share units and 13,513 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.
Signature
/s/ Derek W. Stark, attorney-in-fact for Mr. Perotti|2026-02-26