Form 4 for PMT PennyMac Mortgage Investment Trust
Accepted 2026-02-25 00:00:00 ET · period of report 2026-02-23 · accession 0001464423-26-000027 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-02-25 | 2026-02-23 | PMT | Follette James | Chief Digital Off | F - Tax | $12.29 | -1,132 | 19.5K | -5% | -$13.9K |
| DM | 2026-02-25 | 2026-02-23 | PMT | Follette James | Chief Digital Off | M - OptEx | $0.00 | +3,151 | 19.9K | +19% | $0 |
| D | 2026-02-25 | 2026-02-23 | PMT | Follette James | Chief Digital Off | A - Grant | $0.00 | +3,703 | 22.5K | +20% | $0 |
| DM | 2026-02-25 | 2026-02-23 | PMT | Follette James | Chief Digital Off | A - Grant | $0.00 | +3,151 | 1,028 | New | $0 |
| DM | 2026-02-25 | 2026-02-23 | PMT | Follette James | Chief Digital Off | M - OptEx | $0.00 | -3,151 | 0 | -100% | $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 | 2026-02-23 | F | D | 369 | $12.29 | 18,792 | D | — | — | (F4) Represents shares withheld for taxes upon vesting of performance-based restricted stock units. |
| 2 | Common | Common Shares of Beneficial Interest | 2026-02-23 | F | D | 363 | $12.29 | 19,161 | D | — | — | (F4) Represents shares withheld for taxes upon vesting of performance-based restricted stock units. |
| 3 | Common | Common Shares of Beneficial Interest | 2026-02-23 | F | D | 400 | $12.29 | 19,524 | D | — | — | (F4) Represents shares withheld for taxes upon vesting of performance-based restricted stock units. |
| 4 | Common | Common Shares of Beneficial Interest | 2026-02-23 | M | A | 1,113 | $0.00 | 17,886 | D | — | — | (F1) 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 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 5 | Common | Common Shares of Beneficial Interest | 2026-02-23 | M | A | 1,010 | $0.00 | 18,896 | D | — | — | (F2) 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 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 6 | Common | Common Shares of Beneficial Interest | 2026-02-23 | M | A | 1,028 | $0.00 | 19,924 | D | — | — | (F3) This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 7 | Common | Common Shares of Beneficial Interest | 2026-02-23 | A | A | 3,703 | $0.00 | 22,495 | D | — | — | (F5) The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of common stock upon vesting. (F6) The reported amount consists of 10,132 restricted stock units and 12,363 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting. |
| 8 | Derivative | Performance-Based Restricted Share Units | 2026-02-23 | A | A | 1,113 | $0.00 | 1,113 | D | — · — to — | 1,113 Common Shares of Beneficial Interest | (F1) 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 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 9 | Derivative | Performance-Based Restricted Share Units | 2026-02-23 | M | D | 1,113 | $0.00 | 0 | D | — · — to — | 1,113 Common Shares of Beneficial Interest | (F1) 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 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 10 | Derivative | Performance-Based Restricted Share Units | 2026-02-23 | A | A | 1,010 | $0.00 | 1,010 | D | — · — to — | 1,010 Common Shares of Beneficial Interest | (F2) 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 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 11 | Derivative | Performance-Based Restricted Share Units | 2026-02-23 | M | D | 1,010 | $0.00 | 0 | D | — · — to — | 1,010 Common Shares of Beneficial Interest | (F2) 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 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 12 | Derivative | Performance-Based Restricted Share Units | 2026-02-23 | M | D | 1,028 | $0.00 | 0 | D | — · — to — | 1,028 Common Shares of Beneficial Interest | (F3) This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |
| 13 | Derivative | Performance-Based Restricted Share Units | 2026-02-23 | A | A | 1,028 | $0.00 | 1,028 | D | — · — to — | 1,028 Common Shares of Beneficial Interest | (F3) This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%. |