PennyMac Financial Services, Inc.·4

Feb 26, 8:16 PM ET

Tidmore Abbie 4

4 · PennyMac Financial Services, Inc. · Filed Feb 26, 2026

Research Summary

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PennyMac (PFSI) CRO Abbie Tidmore Withholds 204 Shares for Taxes

What Happened

Abbie Tidmore, Chief Revenue Officer of PennyMac Financial Services, Inc. (PFSI), had 204 shares withheld to satisfy tax withholding related to vested restricted stock units (RSUs). The withholding was reported as a disposition of 204 shares at $90.33 per share, with a reported value of approximately $18,427. This was a tax-withholding event (routine) rather than an open-market sale.

Key Details

  • Transaction date and price: 2026-02-24; 204 shares at $90.33 per share; total value ≈ $18,427.
  • Shares owned after the transaction: 2,817 shares of Common Stock plus 6,139 RSUs (to be settled into shares on vesting) — total economic interest equivalent to 8,956 shares.
  • Footnotes: F1 indicates shares were withheld for taxes upon RSU vesting; F2 clarifies the reported holdings mix (6,139 RSUs and 2,817 common shares).
  • Filing timeliness: Report filed 2026-02-26 (within the typical two-business-day Form 4 filing window) — not late.

Context

This was a tax-withholding disposition tied to RSU vesting (transaction code F), not a discretionary sale in the open market. Such withholdings are routine to cover tax liabilities and generally do not indicate the insider's market view. The RSUs noted will convert to the same number of common shares upon vesting.

Insider Transaction Report

Form 4
Period: 2026-02-24
Tidmore Abbie
Chief Revenue Officer
Transactions
  • Tax Payment

    Common Stock

    [F1][F2]
    2026-02-24$90.33/sh204$18,4278,956 total
Footnotes (2)
  • [F1]Represents shares withheld for taxes upon vesting of restricted stock units.
  • [F2]The reported amount consists of 6,139 restricted stock units and 2,817 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.
Signature
/s/ Derek W. Stark, attorney-in-fact for Ms. Tidmore|2026-02-26

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT