PFSI's three largest insider shareholders as of March 23, 2026 are Family Investments, Llc Kurland (TenPercentOwner, 6.54Mn shares), Farhad Nanji (Director, 4.53Mn shares), Partners, Lp Mfn (Director, 4.53Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Family Investments, Llc Kurland | 6,538,215 | 0 | 03 Jun, 2021 | |
| Farhad Nanji | 0 | 4,531,792 | 15 Feb, 2022 | |
| Partners, Lp Mfn | 4,531,792 | 0 | 15 Feb, 2022 | |
| David Spector | Chairman Ceo | 529,401 | 80,604 | 09 Mar, 2026 |
| Doug Jones | Director, President Cmbo | 0 | 410,000 | 28 Nov, 2025 |
| Daniel Stanley Perotti | Chief Financial Officer | 0 | 213,550 | 18 Feb, 2026 |
| Farhad Nanji | 187,499 | 0 | 13 Feb, 2026 | |
| William Herbert Chang | Chief Capital Markets Officer | 36,937 | 0 | 20 Mar, 2024 |
| Emily Ann Youssouf | 35,107 | 0 | 04 Mar, 2024 | |
| Patrick Kinsella | 34,210 | 0 | 13 Feb, 2026 | |
| Doug Jones | Director, President Cmbo | 29,088 | 0 | 03 Mar, 2026 |
| Theodore W Tozer | 26,998 | 0 | 13 Feb, 2026 | |
| Derek Stark | Chief Legal Officer | 20,944 | 0 | 03 Mar, 2026 |
| Jeffrey A. Perlowitz | 20,302 | 0 | 13 Feb, 2026 | |
| Steven Richard Bailey | Chief Servicing Officer | 16,389 | 0 | 19 Feb, 2025 |
| Daniel Stanley Perotti | Chief Financial Officer | 15,701 | 0 | 03 Mar, 2026 |
| Lisa M Shalett | 13,105 | 0 | 13 Feb, 2026 | |
| James Follette | Chief Digital Officer | 11,734 | 0 | 03 Mar, 2026 |
| Donald J. White | Chief Risk Officer | 11,637 | 0 | 19 Feb, 2025 |
| Abbie Tidmore | Chief Revenue Officer | 8,656 | 0 | 03 Mar, 2026 |
| Sunil Chandra | 4,435 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | David Spector | Common Stock | D | 729 | $85.26 | 89,875 | I | S |
| 06 Mar, 2026 | David Spector | Common Stock | D | 8,251 | $86.42 | 81,624 | I | S |
| 06 Mar, 2026 | David Spector | Common Stock | D | 1,020 | $86.93 | 80,604 | I | S |
| 06 Mar, 2026 | David Spector | Common Stock | D | 917 | $85.26 | 540,920 | D | S |
| 06 Mar, 2026 | David Spector | Common Stock | D | 10,210 | $86.42 | 530,710 | D | S |
| 06 Mar, 2026 | David Spector | Common Stock | D | 1,309 | $86.93 | 529,401 | D | S |
| 28 Feb, 2026 | Daniel Stanley Perotti | Common Stock | D | 849 | $91.93 | 15,701 | D | F |
| 28 Feb, 2026 | Abbie Tidmore | Common Stock | D | 300 | $91.93 | 8,656 | D | F |
| 28 Feb, 2026 | Doug Jones | Common Stock | D | 1,704 | $91.93 | 29,088 | D | F |
| 28 Feb, 2026 | James Follette | Common Stock | D | 599 | $91.93 | 11,734 | D | F |
| 28 Feb, 2026 | David Spector | Common Stock | D | 3,097 | $91.93 | 541,837 | D | F |
| 28 Feb, 2026 | Derek Stark | Common Stock | D | 467 | $91.93 | 22,010 | D | F |
| 03 Mar, 2026 | Derek Stark | Common Stock | D | 1,066 | $87.66 | 20,944 | D | S |
| 24 Feb, 2026 | Daniel Stanley Perotti | Common Stock | D | 616 | $90.33 | 16,550 | D | F |
| 24 Feb, 2026 | David Spector | Common Stock | D | 3,106 | $90.33 | 544,934 | D | F |
| 24 Feb, 2026 | James Follette | Common Stock | D | 554 | $90.33 | 12,333 | D | F |
| 24 Feb, 2026 | Derek Stark | Common Stock | D | 345 | $90.33 | 24,380 | D | F |
| 24 Feb, 2026 | Abbie Tidmore | Common Stock | D | 204 | $90.33 | 8,956 | D | F |
| 24 Feb, 2026 | Doug Jones | Common Stock | D | 1,597 | $90.33 | 30,792 | D | F |
| 25 Feb, 2026 | Derek Stark | Common Stock | D | 1,903 | $91.50 | 22,477 | D | S |