Insider · CIK 0001591994

Perotti Daniel Stanley

Reports to the SEC for 3 companies · WESTLAKE VILLAGE, CA

sec.gov

Transactions

Companies

Filings

CIK

0001591994

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-05-15	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−2,925 sh	$87.50	−$256K	210,625
2026-03-12	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Financial Officer	FTax Payment	−2,658 sh	$11.89	−$31.6K	53,277
2026-02-28	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Financial Officer	FTax Payment	−849 sh	$91.93	−$78K	15,701
2026-02-28	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Financial Officer	FTax Payment	−2,929 sh	$12.26	−$35.9K	55,935
2026-02-24	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Financial Officer	FTax Payment	−1,908 sh	$12.15	−$23.2K	58,864
2026-02-24	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Financial Officer	FTax Payment	−616 sh	$90.33	−$55.6K	16,550
2026-02-23	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+5,569 sh	—	—	37,717
2026-02-23	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+5,053 sh	—	—	42,770
2026-02-23	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+5,142 sh	—	—	47,912
2026-02-23	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Financial Officer	FTax Payment	−1,999 sh	$12.29	−$24.6K	45,913
2026-02-23	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Financial Officer	FTax Payment	−1,814 sh	$12.29	−$22.3K	44,099
2026-02-23	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Financial Officer	FTax Payment	−1,845 sh	$12.29	−$22.7K	42,254
2026-02-23	PMTPennyMac Mortgage Investment TrustA Award	Chief Financial Officer	AAward	+18.5K sh	—	—	60,772
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Financial Officer	AAward	+5,569 sh	—	—	5,569
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	−5,569 sh	—	—	0
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Financial Officer	AAward	+5,053 sh	—	—	5,053
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	−5,053 sh	—	—	0
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Financial Officer	AAward	+5,142 sh	—	—	5,142
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	−5,142 sh	—	—	0
2026-02-20	PFSIPennyMac Financial Services, Inc.M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+3,805 sh	—	—	18,532
2026-02-20	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Financial Officer	FTax Payment	−1,366 sh	$94.33	−$129K	17,166
2026-02-20	PFSIPennyMac Financial Services, Inc. · Performance-Based Restricted Stock UnitsA Award	Chief Financial Officer	AAward	+3,805 sh	—	—	3,805
2026-02-20	PFSIPennyMac Financial Services, Inc. · Performance-Based Restricted Stock UnitsM Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	−3,805 sh	—	—	0
2026-02-17	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−2,925 sh	$93.30	−$273K	213,550
2026-02-14	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Financial Officer	FTax Payment	−631 sh	$92.01	−$58.1K	14,798
2026-02-14	PFSIPennyMac Financial Services, Inc.D Disposition to Issuer	Chief Financial Officer	DDisposition to Issuer	−71 sh	—	—	14,727
2026-02-14	PFSIPennyMac Financial Services, Inc. · Deferred UnitA Award	Chief Financial Officer	AAward	+71 sh	—	—	71
2026-02-12	PFSIPennyMac Financial Services, Inc.A Award	Chief Financial Officer	AAward	+5,465 sh	—	—	15,429
2026-02-12	PFSIPennyMac Financial Services, Inc. · Nonstatutory Stock Option (Right to Buy)A Award	Chief Financial Officer	AAward	+13.9K sh	—	—	13,881
2025-11-17	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−5,250 sh	$126.46	−$664K	220,000
2025-11-17	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−3,525 sh	$126.98	−$448K	216,475
2025-10-24	PFSIPennyMac Financial Services, Inc.M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+11.9K sh	$11.28	+$134K	21,816
2025-10-24	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−5,821 sh	$130.76	−$761K	15,995
2025-10-24	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−4,072 sh	$132.93	−$541K	11,923
2025-10-24	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−1,959 sh	$133.46	−$261K	9,964
2025-10-24	PFSIPennyMac Financial Services, Inc.M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+14.2K sh	$18.05	+$256K	24,123
2025-10-24	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−11K sh	$130.60	−$1.43M	13,143
2025-10-24	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−1,859 sh	$131.41	−$244K	11,284
2025-10-24	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−1,320 sh	$132.21	−$175K	9,964
2025-10-24	PFSIPennyMac Financial Services, Inc. · Nonstatutory Stock Option (Right to Buy)M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	−11.9K sh	—	—	0
2025-10-24	PFSIPennyMac Financial Services, Inc. · Nonstatutory Stock Option (Right to Buy)M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	−14.2K sh	—	—	0
2025-10-22	PFSIPennyMac Financial Services, Inc.M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+4,763 sh	$11.28	+$53.7K	14,727
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−3,784 sh	$130.30	−$493K	10,943
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−797 sh	$131.96	−$105K	10,146
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−41 sh	$132.91	−$5,449.31	10,105
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−141 sh	$133.99	−$18.9K	9,964
2025-10-22	PFSIPennyMac Financial Services, Inc.M Exercise/Conversion	Chief Financial Officer	MExercise/Conversion	+8,347 sh	$18.05	+$151K	18,311
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−6,469 sh	$130.19	−$842K	11,842
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−379 sh	$131.54	−$49.9K	11,463
2025-10-22	PFSIPennyMac Financial Services, Inc.S Sale	Chief Financial Officer	SSale	−1,195 sh	$132.38	−$158K	10,268

Recent filings

Accepted (ET)
May 184
Perotti Daniel Stanley0001745916-26-000129
SEC(opens sec.gov)
Mar 164
Perotti Daniel Stanley0001464423-26-000064
SEC(opens sec.gov)
Mar 34
Perotti Daniel Stanley0001464423-26-000054
SEC(opens sec.gov)
Mar 34
Perotti Daniel Stanley0001745916-26-000094
SEC(opens sec.gov)
Feb 264
Perotti Daniel Stanley0001464423-26-000043
SEC(opens sec.gov)
Feb 264
Perotti Daniel Stanley0001745916-26-000086
SEC(opens sec.gov)
Feb 254
Perotti Daniel Stanley0001464423-26-000022
SEC(opens sec.gov)
Feb 244
Perotti Daniel Stanley0001745916-26-000066
SEC(opens sec.gov)

Companies

Address

C/O PENNYMAC FINANCIAL SERVICES, INC. 3043 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA, 91361