Insider · CIK 0001912289

Follette James

Reports to the SEC for 2 companies · WESTLAKE VILLAGE, CA

sec.gov

Transactions

Companies

Filings

CIK

0001912289

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-02-28	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−586 sh	$12.26	−$7,184.36	21,527
2026-02-28	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−599 sh	$91.93	−$55.1K	11,734
2026-02-24	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−554 sh	$90.33	−$50K	12,333
2026-02-24	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−382 sh	$12.15	−$4,641.3	22,113
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−1,113 sh	—	—	0
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−1,010 sh	—	—	0
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Digital Officer	AAward	+1,010 sh	—	—	1,010
2026-02-23	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−400 sh	$12.29	−$4,916	19,524
2026-02-23	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−363 sh	$12.29	−$4,461.27	19,161
2026-02-23	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−369 sh	$12.29	−$4,535.01	18,792
2026-02-23	PMTPennyMac Mortgage Investment TrustA Award	Chief Digital Officer	AAward	+3,703 sh	—	—	22,495
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Digital Officer	AAward	+1,113 sh	—	—	1,113
2026-02-23	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+1,113 sh	—	—	17,886
2026-02-23	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+1,010 sh	—	—	18,896
2026-02-23	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+1,028 sh	—	—	19,924
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−1,028 sh	—	—	0
2026-02-23	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Digital Officer	AAward	+1,028 sh	—	—	1,028
2026-02-20	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−1,228 sh	$94.33	−$116K	12,887
2026-02-20	PFSIPennyMac Financial Services, Inc.M Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+3,424 sh	—	—	14,115
2026-02-20	PFSIPennyMac Financial Services, Inc. · Performance-Based Restricted Stock UnitsA Award	Chief Digital Officer	AAward	+3,424 sh	—	—	3,424
2026-02-20	PFSIPennyMac Financial Services, Inc. · Performance-Based Restricted Stock UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−3,424 sh	—	—	0
2026-02-14	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−472 sh	$92.01	−$43.4K	10,691
2026-02-12	PFSIPennyMac Financial Services, Inc. · Nonstatutory Stock Option (Right to Buy)A Award	Chief Digital Officer	AAward	+9,716 sh	—	—	9,716
2026-02-12	PFSIPennyMac Financial Services, Inc.A Award	Chief Digital Officer	AAward	+3,825 sh	—	—	11,163
2025-03-12	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−531 sh	$14.33	−$7,609.23	16,773
2025-03-06	PFSIPennyMac Financial Services, Inc.S Sale	Chief Digital Officer	SSale	−992 sh	$100.81	−$100K	7,338
2025-03-04	PFSIPennyMac Financial Services, Inc.S Sale	Chief Digital Officer	SSale	−755 sh	$102.75	−$77.6K	8,330
2025-02-28	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−422 sh	$102.09	−$43.1K	9,085
2025-02-28	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−412 sh	$14.39	−$5,928.68	17,304
2025-02-26	PFSIPennyMac Financial Services, Inc.S Sale	Chief Digital Officer	SSale	−990 sh	$102.70	−$102K	9,507
2025-02-25	PFSIPennyMac Financial Services, Inc.S Sale	Chief Digital Officer	SSale	−1,983 sh	$99.93	−$198K	10,497
2025-02-24	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−553 sh	$101.25	−$56K	12,480
2025-02-24	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−366 sh	$14.07	−$5,149.62	17,716
2025-02-24	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Digital Officer	AAward	+1,126 sh	—	—	1,126
2025-02-24	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−1,126 sh	—	—	0
2025-02-24	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Digital Officer	AAward	+1,022 sh	—	—	1,022
2025-02-24	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−1,022 sh	—	—	0
2025-02-24	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−403 sh	$14.07	−$5,670.21	18,082
2025-02-24	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+1,022 sh	—	—	18,485
2025-02-24	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+1,126 sh	—	—	17,463
2025-02-24	PMTPennyMac Mortgage Investment TrustA Award	Chief Digital Officer	AAward	+3,189 sh	—	—	16,337
2025-02-23	PFSIPennyMac Financial Services, Inc.F Tax Payment	Chief Digital Officer	FTax Payment	−1,195 sh	$101.25	−$121K	13,033
2025-02-14	PFSIPennyMac Financial Services, Inc. · Nonstatutory Stock Option (Right to Buy)A Award	Chief Digital Officer	AAward	+8,770 sh	—	—	8,770
2025-02-14	PFSIPennyMac Financial Services, Inc.A Award	Chief Digital Officer	AAward	+3,439 sh	—	—	14,228
2024-03-12	PMTPennyMac Mortgage Investment TrustM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	+2,110 sh	—	—	11,085
2024-03-12	PMTPennyMac Mortgage Investment TrustA Award	Chief Digital Officer	AAward	+3,133 sh	—	—	14,218
2024-03-12	PMTPennyMac Mortgage Investment TrustF Tax Payment	Chief Digital Officer	FTax Payment	−1,070 sh	$14.28	−$15.3K	13,148
2024-03-12	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsA Award	Chief Digital Officer	AAward	+2,110 sh	—	—	2,110
2024-03-12	PMTPennyMac Mortgage Investment Trust · Performance-Based Restricted Share UnitsM Exercise/Conversion	Chief Digital Officer	MExercise/Conversion	−2,110 sh	—	—	0
2024-03-04	PFSIPennyMac Financial Services, Inc.S Sale	Chief Digital Officer	SSale	−5,061 sh	$84.66	−$428K	10,789

Recent filings

Accepted (ET)
Mar 34
Follette James0001464423-26-000060
SEC(opens sec.gov)
Mar 34
Follette James0001745916-26-000100
SEC(opens sec.gov)
Feb 264
Follette James0001745916-26-000080
SEC(opens sec.gov)
Feb 264
Follette James0001464423-26-000039
SEC(opens sec.gov)
Feb 254
Follette James0001464423-26-000027
SEC(opens sec.gov)
Feb 244
Follette James0001745916-26-000074
SEC(opens sec.gov)

Companies

Address

C/O PENNYMAC MORTGAGE INVESTMENT TRUST 3043 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA, 91361