PennyMac Financial Services, Inc.
Total Trades
133
Buys
7
Sells
98
Largest Trade
N/A
Insiders
17
Institutional Funds
207
Inst. Value
$1M+
Activist Filings
11
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 10K | $107.57 | Oct 15, 2024 |
| Perotti Daniel Stanley | CFO | SELL | $1M+ | 11K | $112.93 | Sep 27, 2024 |
| Hunt James K | Director | SELL | $1M+ | 10K | $102.42 | Aug 29, 2024 |
| MCCALLION ANNE | Director | SELL | $1M+ | 24K | $103.14 | Aug 28, 2024 |
| MCCALLION ANNE | Director | EXERCISE | $100K–$500K | 24K | $17.52 | Aug 28, 2024 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 10K | $99.31 | Aug 23, 2024 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 10K | $90.56 | Jun 5, 2024 |
| Jones Doug | Director | SELL | $1M+ | 30K | $91.49 | May 24, 2024 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 10K | $90.72 | Apr 11, 2024 |
| STARK DEREK | Chief Legal Officer | SELL | $100K–$500K | 5K | $89.44 | Mar 26, 2024 |
| Follette James | Chief Digital Offi… | SELL | $100K–$500K | 3K | $86.24 | Feb 29, 2024 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $87.18 | Feb 21, 2024 |
| Perotti Daniel Stanley | CFO | SELL | $1M+ | 11K | $88.50 | Feb 20, 2024 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $84.43 | Jan 17, 2024 |
| Perotti Daniel Stanley | CFO | SELL | $500K+ | 8K | $76.16 | Nov 16, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $71.47 | Nov 9, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 15K | $65.82 | Oct 4, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $69.23 | Sep 21, 2023 |
| Perotti Daniel Stanley | CFO | SELL | $500K+ | 8K | $72.37 | Aug 17, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $76.28 | Aug 8, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $77.32 | Jul 19, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 15K | $68.10 | Jun 14, 2023 |
| MCCALLION ANNE | Director | SELL | $1M+ | 28K | $64.95 | Jun 9, 2023 |
| MCCALLION ANNE | Director | EXERCISE | $100K–$500K | 28K | $17.26 | Jun 9, 2023 |
| STARK DEREK | Chief Legal Officer | SELL | $100K–$500K | 7K | $61.52 | Jun 6, 2023 |
| Jones Doug | Director | SELL | $1M+ | 20K | $61.58 | Jun 6, 2023 |
| Jones Doug | President & Chief … | SELL | $1M+ | 20K | $62.39 | May 24, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 15K | $61.96 | May 18, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 15K | $59.71 | Apr 5, 2023 |
| Hendry Gregory L | MD | SELL | $100K–$500K | 2K | $57.92 | Apr 3, 2023 |
| Hendry Gregory L | MD | EXERCISE | $15K–$50K | 2K | $21.03 | Apr 3, 2023 |
| Perotti Daniel Stanley | CFO | SELL | $100K–$500K | 3K | $57.13 | Mar 23, 2023 |
| Perotti Daniel Stanley | CFO | EXERCISE | N/A | 3K | — | Mar 23, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 15K | $61.69 | Mar 10, 2023 |
| White Donald J. | Chief Risk Officer | SELL | $50K–$100K | 2K | $60.62 | Mar 3, 2023 |
| White Donald J. | Chief Risk Officer | EXERCISE | N/A | 4K | — | Mar 3, 2023 |
| White Donald J. | Chief Risk Officer | SELL | $1K–$15K | 212 | $60.74 | Mar 2, 2023 |
| Follette James | Chief Mort Fulfill… | SELL | $500K+ | 16K | $60.26 | Mar 2, 2023 |
| Bailey Steven Richard | Chief Servicing Of… | SELL | $500K+ | 14K | $60.70 | Mar 2, 2023 |
| STARK DEREK | Chief Legal Officer | SELL | $1M+ | 17K | $60.39 | Mar 2, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $1M+ | 55K | $60.28 | Mar 2, 2023 |
| Jones Doug | President & Chief … | EXERCISE | $100K–$500K | 16K | $21.03 | Feb 22, 2023 |
| Jones Doug | President & Chief … | SELL | $1M+ | 37K | $65.96 | Feb 22, 2023 |
| Bailey Steven Richard | Chief Servicing Of… | EXERCISE | $500K+ | 23K | $30.95 | Feb 9, 2023 |
| Bailey Steven Richard | Chief Servicing Of… | SELL | $1M+ | 48K | $66.29 | Feb 9, 2023 |
| White Donald J. | Chief Risk Officer | SELL | $100K–$500K | 6K | $64.39 | Feb 8, 2023 |
| White Donald J. | Chief Risk Officer | EXERCISE | $100K–$500K | 6K | $54.60 | Feb 8, 2023 |
| Fartaj Vandad | Chief Investment O… | SELL | $500K+ | 16K | $56.72 | Jan 4, 2023 |
| Fartaj Vandad | Chief Investment O… | EXERCISE | $100K–$500K | 16K | $21.03 | Jan 4, 2023 |
| SPECTOR DAVID | Chairman & CEO | SELL | $500K+ | 13K | $58.12 | Dec 15, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 207 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| MFN Partners Management, LP | 4.5M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.7M | $1M+ | SH |
| STATE STREET CORP | 814K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 597K | $1M+ | SH |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 551K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 441K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 427K | $1M+ | SH |
| Senvest Management, LLC | 417K | $1M+ | SH |
| NORGES BANK | 336K | $1M+ | SH |
| Boston Partners | 287K | $1M+ | SH |
| Senator Investment Group LP | 287K | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 216K | $1M+ | SH |
| PEAK6 LLC | 184K | $1M+ | SH (Call) |
| Flat Footed LLC | 130K | $1M+ | SH (Put) |
| Kinetic Partners Management, LP | 126K | $1M+ | SH |
| Lightrock Netherlands B.V. | 124K | $1M+ | SH |
| Twin Tree Management, LP | 113K | $1M+ | SH (Call) |
| BW Gestao de Investimentos Ltda. | 90K | $1M+ | SH |
| Concentric Capital Strategies, LP | 86K | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 86K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
T. Rowe Price Investment Management, Inc.
SC 13G/A · Nov 14, 2025
7.2%
3.7M shares
SC 13G/A · Jan 23, 2025
4.2%
2.1M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Nov 14, 2024
8.8%
4.5M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2024
9.8%
4.9M shares
The Vanguard Group - 23-1945930
SC 13G · Feb 13, 2024
5.2%
2.6M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2023
10.0%
5.0M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2023
0.3%
150K shares
SC 13G · Jan 27, 2023
5.0%
2.5M shares
SC 13D/A · Aug 8, 2022
8.6%
4.5M shares
SC 13G/A · Feb 24, 2022
3.5%
2.2M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2022
6.6%
3.9M shares