Over the 90-day window ending February 19, 2026, PennyMac Financial Services's three dominant insider ownership positions are held by TenPercentOwner Family Investments, Llc Kurland (6.54Mn shares), Director Farhad Nanji (4.72Mn shares), Director Partners, Lp Mfn (4.53Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Family Investments, Llc Kurland | 6,538,215 | 03 Jun, 2021 | |
| Farhad Nanji | 4,719,291 | 13 Feb, 2026 | |
| Partners, Lp Mfn | 4,531,792 | 15 Feb, 2022 | |
| David Spector | Chairman & Ceo | 648,273 | 17 Feb, 2026 |
| Doug Jones | Director And President & Cmbo | 438,414 | 17 Feb, 2026 |
| Joseph F Mazzella | 258,577 | 04 Feb, 2026 | |
| Daniel Stanley Perotti | Chief Financial Officer | 231,904 | 17 Feb, 2026 |
| Anne Mccallion | 151,686 | 13 Feb, 2026 | |
| Vandad Fartaj | Chief Investment Officer | 124,488 | 01 Mar, 2023 |
| James K Hunt | 58,643 | 04 Mar, 2024 | |
| Gregory L Hendry | Md And Chief Accounting Officer | 48,947 | 17 Feb, 2026 |
| William Herbert Chang | Chief Capital Markets Officer | 36,937 | 20 Mar, 2024 |
| Emily Ann Youssouf | 35,107 | 04 Mar, 2024 | |
| Patrick Kinsella | 34,210 | 13 Feb, 2026 | |
| Theodore W Tozer | 26,998 | 13 Feb, 2026 | |
| Derek Stark | Chief Legal Officer | 23,763 | 17 Feb, 2026 |
| Jeffrey A. Perlowitz | 20,302 | 13 Feb, 2026 | |
| Steven Richard Bailey | Chief Servicing Officer | 16,389 | 19 Feb, 2025 |
| Lisa M Shalett | 13,105 | 13 Feb, 2026 | |
| Donald J. White | Chief Risk Officer | 11,637 | 19 Feb, 2025 |
| James Follette | Chief Digital Officer | 11,163 | 17 Feb, 2026 |
| Jonathon S Jacobson | 10,579 | 13 Feb, 2026 | |
| Abbie Tidmore | Chief Revenue Officer | 7,842 | 17 Feb, 2026 |
| Mark Elbaum | Chief Capital Markets Officer | 5,573 | 17 Feb, 2026 |
| Sunil Chandra | 4,435 | 13 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Feb, 2026 | David Spector | Common Stock | D | 25,000 | $0.00 | 547,669 | D | J |
| 12 Feb, 2026 | Mark Elbaum | Common Stock | A | 1,366 | $0.00 | 5,573 | D | A |
| 12 Feb, 2026 | Derek Stark | Common Stock | A | 3,142 | $0.00 | 23,763 | D | A |
| 12 Feb, 2026 | David Spector | Common Stock | A | 19,810 | $0.00 | 572,669 | D | A |
| 12 Feb, 2026 | Gregory L Hendry | Common Stock | A | 314 | $0.00 | 48,947 | D | A |
| 12 Feb, 2026 | Doug Jones | Common Stock | A | 9,358 | $0.00 | 28,414 | D | A |
| 12 Feb, 2026 | Daniel Stanley Perotti | Common Stock | A | 5,465 | $0.00 | 15,429 | D | A |
| 12 Feb, 2026 | Patrick Kinsella | Common Stock | A | 2,250 | $89.15 | 34,210 | D | P |
| 12 Feb, 2026 | James Follette | Common Stock | A | 3,825 | $0.00 | 11,163 | D | A |
| 12 Feb, 2026 | Abbie Tidmore | Common Stock | A | 2,964 | $0.00 | 7,842 | D | A |
| 11 Feb, 2026 | Jonathon S Jacobson | Common Stock | A | 1,963 | $0.00 | 10,579 | D | A |
| 11 Feb, 2026 | Anne Mccallion | Common Stock | A | 1,963 | $0.00 | 3,510 | D | A |
| 11 Feb, 2026 | Farhad Nanji | Common Stock | A | 1,963 | $0.00 | 187,499 | D | A |
| 11 Feb, 2026 | Patrick Kinsella | Common Stock | A | 1,963 | $0.00 | 31,960 | D | A |
| 11 Feb, 2026 | Theodore W Tozer | Common Stock | A | 1,963 | $0.00 | 26,998 | D | A |
| 11 Feb, 2026 | Jeffrey A. Perlowitz | Common Stock | A | 2,295 | $0.00 | 20,302 | D | A |
| 11 Feb, 2026 | Lisa M Shalett | Common Stock | A | 1,963 | $0.00 | 13,105 | D | A |
| 11 Feb, 2026 | Sunil Chandra | Common Stock | A | 1,963 | $0.00 | 4,435 | D | A |
| 02 Feb, 2026 | Joseph F Mazzella | Common Stock | A | 226 | $147.37 | 81,546 | D | A |
| 02 Feb, 2026 | Farhad Nanji | Common Stock | A | 213 | $147.37 | 185,536 | D | A |