Tidmore Abbie 4
4 · PennyMac Financial Services, Inc. · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
PennyMac (PFSI) CRO Abbie Tidmore Withholds 300 Shares for Taxes
What Happened
Abbie Tidmore, Chief Revenue Officer of PennyMac Financial Services (PFSI), had 300 shares withheld to cover taxes related to the vesting of restricted stock units (RSUs). The withholding was reported as a disposition of 300 shares at $91.93 per share, for a value of $27,579. This is a routine tax-withholding event (transaction code F), not an open‑market sale.
Key Details
- Transaction date: 2026-02-28; Filing date: 2026-03-03 (see filing for timeliness details).
- Price / value: 300 shares at $91.93 per share = $27,579.
- Post-transaction reported holdings (per footnote): 3,326 shares of Common Stock and 5,330 RSUs to be settled in shares.
- Footnotes: F1 = shares withheld for taxes upon RSU vesting; F2 = reported amount consists of 5,330 RSUs and 3,326 shares of Common Stock.
- Transaction type: Tax withholding on vesting (code F), not a market sale (no new cash proceeds to the insider).
Context
Withholding shares to cover taxes on vested RSUs is a common, administrative action and does not necessarily indicate any buy/sell sentiment by the insider. The RSUs are to be settled in shares upon vesting; the 300 shares withheld reduced the net shares delivered to satisfy required tax obligations.
Insider Transaction Report
- Tax Payment
Common Stock
[F1][F2]2026-02-28$91.93/sh−300$27,579→ 8,656 total
Footnotes (2)
- [F1]Represents shares withheld for taxes upon vesting of restricted stock units.
- [F2]The reported amount consists of 5,330 restricted stock units and 3,326 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.