PennyMac Financial Services's three largest insider shareholders as of September 09, 2026 are Partners, Lp Mfn (Director, 4.53Mn shares), Farhad Nanji (Director, 4.53Mn shares), Partners, Lp Mfn (Director, 4.53Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Partners, Lp Mfn | Director | 4,531,792 | 0 | 4,531,792 | 81.5% | 15 Feb, 2022 |
| 2 | Daniel Stanley Perotti | Chief Financial Officer | 0 | 210,625 | 210,625 | 3.8% | 18 May, 2026 |
| 3 | Farhad Nanji | Director | 188,216 | 0 | 188,216 | 3.4% | 04 Aug, 2026 |
| 4 | Vandad Fartaj | Chief Investment Officer | 124,488 | 0 | 124,488 | 2.2% | 01 Mar, 2023 |
| 5 | Joseph F Mazzella | Director | 81,905 | 0 | 81,905 | 1.5% | 07 May, 2026 |
| 6 | David Spector | Chairman Ceo | 0 | 60,604 | 60,604 | 1.1% | 13 May, 2026 |
| 7 | Gregory L Hendry | Md, Chief Accounting Officer | 48,968 | 0 | 48,968 | 0.9% | 02 Jul, 2026 |
| 8 | William Herbert Chang | Chief Capital Markets Officer | 36,937 | 0 | 36,937 | 0.7% | 20 Mar, 2024 |
| 9 | Emily Ann Youssouf | Director | 35,107 | 0 | 35,107 | 0.6% | 04 Mar, 2024 |
| 10 | Patrick Kinsella | Director | 34,210 | 0 | 34,210 | 0.6% | 13 Feb, 2026 |
| 11 | Doug Jones | Director, President Cmbo | 29,088 | 0 | 29,088 | 0.5% | 03 Mar, 2026 |
| 12 | Theodore W Tozer | Director | 26,998 | 0 | 26,998 | 0.5% | 13 Feb, 2026 |
| 13 | James K Hunt | Director | 0 | 26,821 | 26,821 | 0.5% | 29 Aug, 2024 |
| 14 | Derek Stark | Chief Legal Officer | 20,944 | 0 | 20,944 | 0.4% | 03 Mar, 2026 |
| 15 | Jeffrey A. Perlowitz | Director | 20,302 | 0 | 20,302 | 0.4% | 13 Feb, 2026 |
| 16 | Steven Richard Bailey | Chief Servicing Officer | 16,389 | 0 | 16,389 | 0.3% | 19 Feb, 2025 |
| 17 | Lisa M Shalett | Director | 13,105 | 0 | 13,105 | 0.2% | 13 Feb, 2026 |
| 18 | James Follette | Chief Digital Officer | 11,734 | 0 | 11,734 | 0.2% | 03 Mar, 2026 |
| 19 | Donald J. White | Chief Risk Officer | 11,637 | 0 | 11,637 | 0.2% | 19 Feb, 2025 |
| 20 | Jonathon S Jacobson | Director | 10,579 | 0 | 10,579 | 0.2% | 13 Feb, 2026 |
| 21 | Abbie Tidmore | Chief Revenue Officer | 8,656 | 0 | 8,656 | 0.2% | 03 Mar, 2026 |
| 22 | Mark Elbaum | Chief Capital Markets Officer | 5,333 | 0 | 5,333 | 0.1% | 03 Mar, 2026 |
| 23 | Sunil Chandra | Director | 5,148 | 0 | 5,148 | 0.1% | 04 Aug, 2026 |
| 24 | Anne Mccallion | Chief Enterprise Ops Officer | 3,510 | 0 | 3,510 | 0.1% | 13 Feb, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 31 Jul, 2026 | Farhad Nanji | Director | Acquired A | 379 | $82.17 | $31.14K | 188,216 | Direct |
| 31 Jul, 2026 | Sunil Chandra | Director | Acquired A | 377 | $82.17 | $30.98K | 5,148 | Direct |
| 01 Jul, 2026 | Gregory L Hendry | Md, Chief Accounting Officer | Acquired M | 2,177 | $24.40 | $53.12K | 51,145 | Direct |
| 01 Jul, 2026 | Gregory L Hendry | Md, Chief Accounting Officer | Disposed S | 2,177 | $86.89 | $189.16K | 48,968 | Direct |
| 01 Jul, 2026 | Gregory L Hendry | Md, Chief Accounting Officer | Disposed M | 2,177 | $0.00 | $0 | 0 | Direct |
| 22 Jun, 2026 | Gregory L Hendry | Md, Chief Accounting Officer | Acquired M | 2,943 | $18.05 | $53.12K | 51,911 | Direct |
| 22 Jun, 2026 | Gregory L Hendry | Md, Chief Accounting Officer | Disposed S | 2,943 | $81.71 | $240.47K | 48,968 | Direct |
| 22 Jun, 2026 | Gregory L Hendry | Md, Chief Accounting Officer | Disposed M | 2,943 | $0.00 | $0 | 0 | Direct |
| 15 May, 2026 | Daniel Stanley Perotti | Chief Financial Officer | Disposed S | 2,925 | $87.50 | $255.94K | 210,625 | Indirect |
| 12 May, 2026 | David Spector | Chairman Ceo | Disposed S | 2,772 | $86.88 | $240.83K | 67,832 | Indirect |
| 12 May, 2026 | David Spector | Chairman Ceo | Disposed S | 3,144 | $88.02 | $276.73K | 64,688 | Indirect |
| 12 May, 2026 | David Spector | Chairman Ceo | Disposed S | 4,084 | $88.71 | $362.29K | 60,604 | Indirect |
| 08 May, 2026 | David Spector | Chairman Ceo | Disposed J | 25,000 | $0.00 | $0 | 504,401 | Direct |
| 07 May, 2026 | Sunil Chandra | Director | Acquired A | 336 | $93.03 | $31.26K | 4,771 | Direct |
| 07 May, 2026 | Joseph F Mazzella | Director | Acquired A | 359 | $93.03 | $33.40K | 81,905 | Direct |
| 07 May, 2026 | Farhad Nanji | Director | Acquired A | 338 | $93.03 | $31.44K | 187,837 | Direct |
| 14 Apr, 2026 | David Spector | Chairman Ceo | Disposed S | 9,583 | $92.80 | $889.30K | 71,021 | Indirect |
| 14 Apr, 2026 | David Spector | Chairman Ceo | Disposed S | 417 | $93.47 | $38.98K | 70,604 | Indirect |
| 28 Feb, 2026 | Derek Stark | Chief Legal Officer | Disposed F | 467 | $91.93 | $42.93K | 22,010 | Direct |
| 28 Feb, 2026 | Abbie Tidmore | Chief Revenue Officer | Disposed F | 300 | $91.93 | $27.58K | 8,656 | Direct |