PennyMac Financial Services's three largest insider shareholders as of April 22, 2026 are Partners, Lp Mfn (Director, 4.53Mn shares), Farhad Nanji (Director, 4.53Mn shares), Partners, Lp Mfn (Director, 4.53Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Partners, Lp Mfn | - | 4,531,792 | 0 | 15 Feb, 2022 |
| 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 | 0 | 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 |
| Daniel Stanley Perotti | Chief Financial Officer | 0 | 213,550 | 18 Feb, 2026 |
| Farhad Nanji | - | 187,499 | 0 | 13 Feb, 2026 |
| Joseph F Mazzella | - | 0 | 165,031 | 18 Dec, 2023 |
| Vandad Fartaj | Chief Investment Officer | 124,488 | 0 | 01 Mar, 2023 |
| Joseph F Mazzella | - | 81,546 | 0 | 04 Feb, 2026 |
| David Spector | Chairman Ceo | 0 | 70,604 | 15 Apr, 2026 |
| Gregory L Hendry | Md, Chief Accounting Officer | 48,968 | 0 | 03 Mar, 2026 |
| William Herbert Chang | Chief Capital Markets Officer | 36,937 | 0 | 20 Mar, 2024 |
| Emily Ann Youssouf | - | 35,107 | 0 | 04 Mar, 2024 |
| Emily Ann Youssouf | - | 35,107 | 0 | 04 Mar, 2024 |
| Patrick Kinsella | - | 34,210 | 0 | 13 Feb, 2026 |
| James K Hunt | - | 31,822 | 0 | 04 Mar, 2024 |
| Doug Jones | Director, President Cmbo | 29,088 | 0 | 03 Mar, 2026 |
| Theodore W Tozer | - | 26,998 | 0 | 13 Feb, 2026 |
| Theodore W Tozer | - | 26,998 | 0 | 13 Feb, 2026 |
| James K Hunt | - | 0 | 26,821 | 29 Aug, 2024 |
| Derek Stark | Chief Legal Officer | 20,944 | 0 | 03 Mar, 2026 |
| Derek Stark | Chief Legal Officer | 20,944 | 0 | 03 Mar, 2026 |
| Jeffrey A. Perlowitz | - | 20,302 | 0 | 13 Feb, 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 |
| Daniel Stanley Perotti | Chief Financial Officer | 15,701 | 0 | 03 Mar, 2026 |
| Doug Jones | Director, President Cmbo | 0 | 15,337 | 26 Dec, 2024 |
| Lisa M Shalett | - | 13,105 | 0 | 13 Feb, 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 |
| Donald J. White | Chief Risk Officer | 11,637 | 0 | 19 Feb, 2025 |
| Jonathon S Jacobson | - | 10,579 | 0 | 13 Feb, 2026 |
| Abbie Tidmore | Chief Revenue Officer | 8,656 | 0 | 03 Mar, 2026 |
| Abbie Tidmore | Chief Revenue Officer | 8,656 | 0 | 03 Mar, 2026 |
| Mark Elbaum | Chief Capital Markets Officer | 5,333 | 0 | 03 Mar, 2026 |
| Sunil Chandra | - | 4,435 | 0 | 13 Feb, 2026 |
| Anne Mccallion | Chief Enterprise Ops Officer | 3,510 | 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 |
|---|---|---|---|---|---|---|---|---|
| 14 Apr, 2026 | David Spector | Common Stock | D | 9,583 | $92.80 | 71,021 | I | S |
| 14 Apr, 2026 | David Spector | Common Stock | D | 417 | $93.47 | 70,604 | I | S |
| 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 | Abbie Tidmore | Common Stock | D | 300 | $91.93 | 8,656 | D | F |
| 28 Feb, 2026 | Derek Stark | Common Stock | D | 467 | $91.93 | 22,010 | D | F |
| 28 Feb, 2026 | Gregory L Hendry | Common Stock | D | 32 | $91.93 | 48,968 | D | F |
| 28 Feb, 2026 | Daniel Stanley Perotti | Common Stock | D | 849 | $91.93 | 15,701 | D | F |
| 28 Feb, 2026 | David Spector | Common Stock | D | 3,097 | $91.93 | 541,837 | D | F |
| 28 Feb, 2026 | Mark Elbaum | Common Stock | D | 71 | $91.93 | 5,333 | 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 |
| 03 Mar, 2026 | Derek Stark | Common Stock | D | 1,066 | $87.66 | 20,944 | D | S |
| 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 |