Follette James
Transactions
50
Companies
2
Filings
8
CIK
0001912289
Recent Transactions
- Tax Payment
Common Shares of Beneficial Interest
2025-03-12$14.33/sh−531→ 16,773 total - Sale
- Sale
- Tax Payment
- Tax Payment
Common Shares of Beneficial Interest
2025-02-28$14.39/sh−412→ 17,304 total - Sale
- Sale
- Exercise/Conversion
Performance-Based Restricted Share Units
2025-02-24−1,022→ 0 total - Tax Payment
- Award
Performance-Based Restricted Share Units
2025-02-24+1,022→ 1,022 total - Exercise/Conversion
Performance-Based Restricted Share Units
2025-02-24−1,126→ 0 total - Award
Performance-Based Restricted Share Units
2025-02-24+1,126→ 1,126 total - Tax Payment
Common Shares of Beneficial Interest
2025-02-24$14.07/sh−366→ 17,716 total - Tax Payment
Common Shares of Beneficial Interest
2025-02-24$14.07/sh−403→ 18,082 total - Exercise/Conversion
Common Shares of Beneficial Interest
2025-02-24+1,022→ 18,485 total - Exercise/Conversion
Common Shares of Beneficial Interest
2025-02-24+1,126→ 17,463 total - Award
Common Shares of Beneficial Interest
2025-02-24+3,189→ 16,337 total - Tax Payment
- Award
- Award
Nonstatutory Stock Option (Right to Buy)
2025-02-14+8,770→ 8,770 total - Exercise/Conversion
Performance-Based Restricted Share Units
2024-03-12−2,110→ 0 total - Tax Payment
Common Shares of Beneficial Interest
2024-03-12$14.28/sh−1,070→ 13,148 total - Exercise/Conversion
Common Shares of Beneficial Interest
2024-03-12+2,110→ 11,085 total - Award
Performance-Based Restricted Share Units
2024-03-12+2,110→ 2,110 total - Award
Common Shares of Beneficial Interest
2024-03-12+3,133→ 14,218 total - Sale
- Tax Payment
- Award
Performance-Based Restricted Stock Units
2024-02-29+8,494→ 8,494 total - Award
Nonstatutory Stock Option (Right to Buy)
2024-02-29+8,830→ 8,830 total - Exercise/Conversion
Performance-Based Restricted Stock Units
2024-02-29−8,494→ 0 total - Exercise/Conversion
- Award
- Tax Payment
Common Shares of Beneficial Interest
2024-02-28$13.81/sh−411→ 8,975 total - Tax Payment
- Tax Payment
- Sale
- Tax Payment
- Sale
- Exercise/Conversion
- Sale
- Exercise/Conversion
Nonstatutory Stock Option (Right to Buy)
2023-12-11−5,839→ 0 total - Exercise/Conversion
Nonstatutory Stock Option (Right to Buy)
2023-12-11−15,404→ 0 total - Sale
- Exercise/Conversion
- Tax Payment
Common Shares of Beneficial Interest
2023-03-06$13.16/sh−3,199→ 9,386 total - Award
Performance-Based Restricted Share Units
2023-03-06+6,451→ 6,451 total - Exercise/Conversion
Performance-Based Restricted Share Units
2023-03-06−6,451→ 0 total - Exercise/Conversion
Common Shares of Beneficial Interest
2023-03-06+6,451→ 12,585 total - Sale
- Sale
Companies
2Recent Filings
8Address
C/O PENNYMAC FINANCIAL SERVICES, INC. 3043 TOWNSGATE ROAD
WESTLAKE VILLAGE, CA, 91361