Form 4 for PMT PennyMac Mortgage Investment Trust
Accepted 2025-02-26 00:00:00 ET · period of report 2025-02-24 · accession 0001127602-25-007061 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-02-26 | 2025-02-24 | PMT | Perotti Daniel Stanley | CFO | A - Grant | $0.00 | +15.9K | 70.9K | +29% | $0 |
| DM | 2025-02-26 | 2025-02-24 | PMT | Perotti Daniel Stanley | CFO | M - OptEx | $0.00 | +15.9K | 86.8K | +22% | $0 |
| DM | 2025-02-26 | 2025-02-24+ | PMT | Perotti Daniel Stanley | CFO | F - Tax | $14.07 | -7,065 | 79.8K | -8% | -$99.4K |
| DM | 2025-02-26 | 2025-02-24 | PMT | Perotti Daniel Stanley | CFO | M - OptEx | $0.00 | -15.9K | 0 | -100% | $0 |
| DM | 2025-02-26 | 2025-02-24 | PMT | Perotti Daniel Stanley | CFO | A - Grant | $0.00 | +15.9K | 5,112 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Shares of Beneficial Interest | 2025-02-24 | A | A | 15,946 | $0.00 | 70,920 | D | — | — | (F1) The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of common stock upon vesting. |
| 2 | Common | Common Shares of Beneficial Interest | 2025-02-24 | M | A | 5,160 | $0.00 | 76,080 | D | — | — | |
| 3 | Common | Common Shares of Beneficial Interest | 2025-02-24 | M | A | 5,634 | $0.00 | 81,714 | D | — | — | |
| 4 | Common | Common Shares of Beneficial Interest | 2025-02-24 | M | A | 5,112 | $0.00 | 86,826 | D | — | — | |
| 5 | Common | Common Shares of Beneficial Interest | 2025-02-24 | F | D | 1,847 | $14.04 | 84,979 | D | — | — | |
| 6 | Common | Common Shares of Beneficial Interest | 2025-02-24 | F | D | 2,016 | $14.07 | 82,963 | D | — | — | |
| 7 | Common | Common Shares of Beneficial Interest | 2025-02-24 | F | D | 1,830 | $14.07 | 81,133 | D | — | — | |
| 8 | Common | Common Shares of Beneficial Interest | 2025-02-25 | F | D | 1,372 | $14.11 | 79,761 | D | — | — | |
| 9 | Derivative | Performance-Based Restricted Share Units | 2025-02-24 | M | D | 5,634 | $0.00 | 0 | D | — · — to — | 5,634 Common Shares of Beneficial Interest | (F3) This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. |
| 10 | Derivative | Performance-Based Restricted Share Units | 2025-02-24 | A | A | 5,634 | $0.00 | 5,634 | D | — · — to — | 5,634 Common Shares of Beneficial Interest | (F3) This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. |
| 11 | Derivative | Performance-Based Restricted Share Units | 2025-02-24 | M | D | 5,160 | $0.00 | 0 | D | — · — to — | 5,160 Common Shares of Beneficial Interest | (F2) This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. |
| 12 | Derivative | Performance-Based Restricted Share Units | 2025-02-24 | A | A | 5,160 | $0.00 | 5,160 | D | — · — to — | 5,160 Common Shares of Beneficial Interest | (F2) This performance-based restricted share unit (PSU) award was granted on February 25, 2022 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2022, 2023 and 2024. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 110.2%. |
| 13 | Derivative | Performance-Based Restricted Share Units | 2025-02-24 | M | D | 5,112 | $0.00 | 0 | D | — · — to — | 5,112 Common Shares of Beneficial Interest | (F4) This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. |
| 14 | Derivative | Performance-Based Restricted Share Units | 2025-02-24 | A | A | 5,112 | $0.00 | 5,112 | D | — · — to — | 5,112 Common Shares of Beneficial Interest | (F4) This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 24, 2025 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2024 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2024 through December 31, 2024 resulting in a payout of 80.1%. |